TFB Advisors LLC
OVERLAND PARK KS · SEC CIK 0001965201
$2.27亿2026Q2 申报市值
190持仓数
33.5%前十大占比 · 第一大 7.4%
13 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$144.53万
DFTX 新建仓+$101.24万
SHY 加仓+$86.92万
WDC 加仓+$84.57万
VYM 加仓+$82.51万
2026Q2 卖出最多 按季末市值估算
TLT 清仓-$82.42万
BIL 减仓-$81.32万
XMMO 重新持有-$62.08万
ONEV 清仓-$35.33万
TAYLOR MORRISON 清仓-$33.44万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RKLB | ROCKET LAB CORP | $57.85万 | 0.25% | 5,691 | 1,276 | 28.9% | $12.97万 | 加仓 |
| VGT | VANGUARD WORLD FD | $56.00万 | 0.25% | 4,685 | 125 | 2.7% | $1.49万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $55.94万 | 0.25% | 15,217 | 7,433 | 95.5% | $27.32万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $55.32万 | 0.24% | 9,001 | 9,001 | — | $55.32万 | 新建仓 |
| GKOS | GLAUKOS CORP | $54.56万 | 0.24% | 3,904 | 361 | 10.2% | $5.05万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $53.62万 | 0.24% | 7,525 | -1 | -0.0% | -$71 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $53.52万 | 0.24% | 7,290 | 1,088 | 17.5% | $7.99万 | 加仓 |
| IEUR | ISHARES TR | $53.17万 | 0.23% | 7,073 | 139 | 2.0% | $1.04万 | 加仓 |
| DGRO | ISHARES TR | $53.05万 | 0.23% | 7,000 | 7,000 | — | $53.05万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $52.74万 | 0.23% | 10,186 | 765 | 8.1% | $3.96万 | 加仓 |
| BIIB | BIOGEN INC | $52.37万 | 0.23% | 2,424 | 1 | 0.0% | $216 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $52.33万 | 0.23% | 6,344 | -115 | -1.8% | -$9,486 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $52.11万 | 0.23% | 7,662 | 83 | 1.1% | $5,645 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $51.83万 | 0.23% | 554 | 11 | 2.0% | $1.03万 | 加仓 |
| HEI | HEICO CORP NEW | $51.61万 | 0.23% | 1,449 | 169 | 13.2% | $6.02万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $50.89万 | 0.22% | 15,038 | 910 | 6.4% | $3.08万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $49.51万 | 0.22% | 1,245 | 121 | 10.8% | $4.81万 | 加仓 |
| EG | EVEREST GROUP LTD | $49.40万 | 0.22% | 1,383 | 14 | 1.0% | $5,001 | 加仓 |
| MO | ALTRIA GROUP INC | $49.38万 | 0.22% | 6,863 | -358 | -5.0% | -$2.58万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $49.34万 | 0.22% | 575 | 73 | 14.5% | $6.26万 | 加仓 |
| IUSB | ISHARES TR | $48.86万 | 0.22% | 10,587 | 2,048 | 24.0% | $9.45万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $45.38万 | 0.20% | 5,491 | 356 | 6.9% | $2.94万 | 加仓 |
| — | ISHARES TR | $45.06万 | 0.20% | 11,420 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $44.69万 | 0.20% | 911 | 115 | 14.4% | $5.64万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $44.65万 | 0.20% | 10,546 | -152 | -1.4% | -$6,436 | 减仓 |
| EWC | ISHARES INC | $44.29万 | 0.20% | 7,684 | 18 | 0.2% | $1,038 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $43.73万 | 0.19% | 1,270 | 12 | 1.0% | $4,132 | 加仓 |
| EIX | EDISON INTL | $43.37万 | 0.19% | 5,825 | -14 | -0.2% | -$1,042 | 减仓 |
| NXT | NEXTPOWER INC | $43.02万 | 0.19% | 3,611 | 22 | 0.6% | $2,621 | 加仓 |
| FSLR | FIRST SOLAR INC | $41.62万 | 0.18% | 1,764 | 1,764 | — | $41.62万 | 新建仓 |
| IETC | ISHARES U S ETF TR | $41.51万 | 0.18% | 3,867 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $41.50万 | 0.18% | 1,671 | 168 | 11.2% | $4.17万 | 加仓 |
| KO | COCA COLA CO | $41.44万 | 0.18% | 5,099 | -25 | -0.5% | -$2,032 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $40.91万 | 0.18% | 4,215 | -203 | -4.6% | -$1.97万 | 减仓 |
| MCD | MCDONALDS CORP | $40.84万 | 0.18% | 1,511 | 2 | 0.1% | $541 | 加仓 |
| DHI | D R HORTON INC | $39.38万 | 0.17% | 2,418 | -195 | -7.5% | -$3.18万 | 减仓 |
| VIS | VANGUARD WORLD FD | $39.14万 | 0.17% | 1,086 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $39.04万 | 0.17% | 540 | -298 | -35.6% | -$21.55万 | 重新持有 |
| PHM | PULTE GROUP INC | $38.78万 | 0.17% | 2,826 | -216 | -7.1% | -$2.96万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $38.75万 | 0.17% | 2,876 | 219 | 8.2% | $2.95万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $37.98万 | 0.17% | 2,232 | -3,649 | -62.0% | -$62.08万 | 重新持有 |
| QCOM | QUALCOMM INC | $36.55万 | 0.16% | 1,978 | -87 | -4.2% | -$1.61万 | 减仓 |
| MRK | MERCK & CO INC | $36.16万 | 0.16% | 2,814 | -10 | -0.4% | -$1,285 | 减仓 |
| SNA | SNAP ON INC | $34.32万 | 0.15% | 853 | -30 | -3.4% | -$1.21万 | 减仓 |
| WTV | WISDOMTREE TR | $34.28万 | 0.15% | 3,370 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $34.05万 | 0.15% | 3,983 | 82 | 2.1% | $7,010 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $33.98万 | 0.15% | 740 | 86 | 13.1% | $3.95万 | 加仓 |
| TTAN | SERVICETITAN INC | $33.83万 | 0.15% | 4,785 | -618 | -11.4% | -$4.37万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $33.66万 | 0.15% | 11,936 | -231 | -1.9% | -$6,514 | 减仓 |
| TW | TRADEWEB MKTS INC | $33.26万 | 0.15% | 3,337 | 328 | 10.9% | $3.27万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $32.17万 | 0.14% | 5,695 | 1,521 | 36.4% | $8.59万 | 重新持有 |
| VSS | VANGUARD INTL EQUITY INDEX F | $31.68万 | 0.14% | 2,053 | 12 | 0.6% | $1,851 | 加仓 |
| GILD | GILEAD SCIENCES INC | $31.56万 | 0.14% | 2,498 | 93 | 3.9% | $1.17万 | 加仓 |
| BE | BLOOM ENERGY CORP | $30.88万 | 0.14% | 1,020 | 1,020 | — | $30.88万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.76万 | 0.14% | 5,153 | -1,005 | -16.3% | -$6.00万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $30.20万 | 0.13% | 4,310 | 25 | 0.6% | $1,752 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.84万 | 0.13% | 295 | -1 | -0.3% | -$1,011 | 减仓 |
| INGR | INGREDION INC | $29.09万 | 0.13% | 3,071 | -58 | -1.9% | -$5,493 | 减仓 |
| LRCX | LAM RESEARCH CORP | $28.86万 | 0.13% | 666 | 666 | — | $28.86万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $28.44万 | 0.13% | 5,713 | -395 | -6.5% | -$1.97万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $27.95万 | 0.12% | 2,582 | 2,582 | — | $27.95万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $27.68万 | 0.12% | 4,591 | -75 | -1.6% | -$4,522 | 减仓 |
| IJH | ISHARES TR | $27.57万 | 0.12% | 3,575 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $26.81万 | 0.12% | 8,012 | 30 | 0.4% | $1,004 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $26.62万 | 0.12% | 3,471 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $26.60万 | 0.12% | 3,686 | 332 | 9.9% | $2.40万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $26.15万 | 0.12% | 1,122 | -12 | -1.1% | -$2,797 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $25.98万 | 0.11% | 1,436 | -18 | -1.2% | -$3,256 | 减仓 |
| NRG | NRG ENERGY INC | $25.81万 | 0.11% | 1,767 | -1,878 | -51.5% | -$27.43万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.69万 | 0.11% | 344 | -153 | -30.8% | -$11.43万 | 减仓 |
| DIS | DISNEY WALT CO | $25.62万 | 0.11% | 2,662 | -384 | -12.6% | -$3.70万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $24.63万 | 0.11% | 5,594 | 45 | 0.8% | $1,982 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $24.51万 | 0.11% | 6,435 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $23.88万 | 0.11% | 1,376 | -475 | -25.7% | -$8.25万 | 减仓 |
| TFC | TRUIST FINL CORP | $23.45万 | 0.10% | 4,707 | -51 | -1.1% | -$2,541 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $23.28万 | 0.10% | 4,527 | 4,527 | — | $23.28万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $22.69万 | 0.10% | 2,067 | 2,067 | — | $22.69万 | 新建仓 |
| PEP | PEPSICO INC | $22.64万 | 0.10% | 1,672 | 13 | 0.8% | $1,760 | 加仓 |
| BA | BOEING CO | $22.08万 | 0.10% | 1,020 | -74 | -6.8% | -$1.60万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $21.69万 | 0.10% | 683 | -99 | -12.7% | -$3.14万 | 重新持有 |
| IXN | ISHARES TR | $21.59万 | 0.10% | 1,494 | 1,494 | — | $21.59万 | 新建仓 |
| PSX | PHILLIPS 66 | $21.42万 | 0.09% | 1,267 | 1,267 | — | $21.42万 | 新建仓 |
| AOR | ISHARES TR | $21.03万 | 0.09% | 3,026 | 3,026 | — | $21.03万 | 新建仓 |
| INTC | INTEL CORP | $20.68万 | 0.09% | 1,481 | 1,481 | — | $20.68万 | 新建仓 |
| — | COHEN & STEERS TOTAL RETURN | $20.57万 | 0.09% | 18,173 | 0 | 0.0% | — | 不变 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $20.53万 | 0.09% | 7,330 | -9,181 | -55.6% | -$25.72万 | 重新持有 |
| BDX | BECTON DICKINSON & CO | $20.25万 | 0.09% | 1,338 | -42 | -3.0% | -$6,356 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $20.19万 | 0.09% | 5,799 | -4,261 | -42.4% | -$14.83万 | 重新持有 |
| LCID | LUCID GROUP INC | $12.31万 | 0.05% | 18,400 | 0 | 0.0% | — | 不变 |
| — | HEARTSCIENCES INC | $7.46万 | 0.03% | 29,740 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -9,507 | -100.0% | -$82.42万 | 清仓 |
| ONEV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,633 | -100.0% | -$35.33万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -5,742 | -100.0% | -$33.44万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,918 | -100.0% | -$28.03万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,434 | -100.0% | -$24.87万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,459 | -100.0% | -$24.75万 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | -6,441 | -100.0% | -$24.32万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,514 | -100.0% | -$22.15万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,633 | -100.0% | -$20.29万 | 清仓 |