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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,669.89万 | 7.35% | 24,314 | 284 | 1.2% | $19.51万 | 加仓 |
| MGK | VANGUARD WORLD FD | $982.01万 | 4.33% | 111,706 | -3,074 | -2.7% | -$27.02万 | 减仓 |
| IVV | ISHARES TR | $950.47万 | 4.19% | 12,692 | 1,930 | 17.9% | $144.53万 | 加仓 |
| MGV | VANGUARD WORLD FD | $689.20万 | 3.04% | 42,166 | -243 | -0.6% | -$3.97万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $658.94万 | 2.90% | 144,855 | 4,599 | 3.3% | $20.92万 | 加仓 |
| IEFA | ISHARES TR | $633.46万 | 2.79% | 65,589 | 956 | 1.5% | $9.23万 | 加仓 |
| QQQ | INVESCO QQQ TR | $536.16万 | 2.36% | 7,281 | 48 | 0.7% | $3.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $536.12万 | 2.36% | 26,794 | 1,404 | 5.5% | $28.09万 | 加仓 |
| VB | VANGUARD INDEX FDS | $488.28万 | 2.15% | 16,108 | -71 | -0.4% | -$2.15万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $470.73万 | 2.07% | 29,787 | 5,221 | 21.3% | $82.51万 | 加仓 |
| AAPL | APPLE INC | $452.10万 | 1.99% | 15,624 | 118 | 0.8% | $3.41万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $396.52万 | 1.75% | 20,067 | 598 | 3.1% | $11.82万 | 加仓 |
| GOOGL | ALPHABET INC | $373.88万 | 1.65% | 10,462 | -153 | -1.4% | -$5.47万 | 减仓 |
| AMZN | AMAZON COM INC | $368.04万 | 1.62% | 15,442 | -11 | -0.1% | -$2,622 | 减仓 |
| VFMF | VANGUARD WELLINGTON FD | $339.88万 | 1.50% | 19,206 | 1,465 | 8.3% | $25.93万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $304.62万 | 1.34% | 8,232 | -94 | -1.1% | -$3.48万 | 减仓 |
| MINT | PIMCO ETF TR | $299.08万 | 1.32% | 29,668 | 371 | 1.3% | $3.74万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $291.15万 | 1.28% | 11,982 | -49 | -0.4% | -$1.19万 | 减仓 |
| BIL | SPDR SERIES TRUST | $259.68万 | 1.14% | 28,337 | -8,874 | -23.8% | -$81.32万 | 减仓 |
| IEMG | ISHARES INC | $258.32万 | 1.14% | 31,183 | -291 | -0.9% | -$2.41万 | 减仓 |
| HYG | ISHARES TR | $233.90万 | 1.03% | 29,249 | 379 | 1.3% | $3.03万 | 加仓 |
| HYDB | ISHARES TR | $223.09万 | 0.98% | 47,699 | 537 | 1.1% | $2.51万 | 加仓 |
| GOOG | ALPHABET INC | $214.72万 | 0.95% | 6,077 | -7 | -0.1% | -$2,473 | 减仓 |
| MSFT | MICROSOFT CORP | $213.44万 | 0.94% | 5,722 | -614 | -9.7% | -$22.90万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $197.59万 | 0.87% | 6,451 | -189 | -2.8% | -$5.79万 | 减仓 |
| JNK | SPDR SERIES TRUST | $195.57万 | 0.86% | 20,294 | -462 | -2.2% | -$4.45万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $185.47万 | 0.82% | 7,434 | 509 | 7.4% | $12.70万 | 加仓 |
| SHY | ISHARES TR | $183.16万 | 0.81% | 22,307 | 10,586 | 90.3% | $86.92万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $178.40万 | 0.79% | 7,246 | -93 | -1.3% | -$2.29万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $175.36万 | 0.77% | 20,358 | -342 | -1.7% | -$2.95万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $171.08万 | 0.75% | 2,945 | -229 | -7.2% | -$13.30万 | 减仓 |
| AVGO | BROADCOM INC | $164.55万 | 0.72% | 4,356 | 429 | 10.9% | $16.21万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $159.30万 | 0.70% | 4,356 | 3 | 0.1% | $1,097 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $154.91万 | 0.68% | 1,342 | -129 | -8.8% | -$14.89万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $151.27万 | 0.67% | 3,023 | -140 | -4.4% | -$7.01万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.66% | 2 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $144.29万 | 0.64% | 2,259 | 1,324 | 141.6% | $84.57万 | 加仓 |
| IGIB | ISHARES TR | $132.24万 | 0.58% | 24,872 | 9 | 0.0% | $479 | 加仓 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $129.52万 | 0.57% | 94,539 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $127.59万 | 0.56% | 30,084 | 1,402 | 4.9% | $5.95万 | 加仓 |
| CAT | CATERPILLAR INC | $127.36万 | 0.56% | 1,196 | -6 | -0.5% | -$6,389 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $123.48万 | 0.54% | 2,279 | -18 | -0.8% | -$9,753 | 减仓 |
| IEI | ISHARES TR | $123.37万 | 0.54% | 10,504 | 1,261 | 13.6% | $14.81万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $120.09万 | 0.53% | 3,387 | -376 | -10.0% | -$13.33万 | 减仓 |
| META | META PLATFORMS INC | $120.04万 | 0.53% | 2,131 | -24 | -1.1% | -$1.35万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $118.64万 | 0.52% | 5,576 | -813 | -12.7% | -$17.30万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $117.53万 | 0.52% | 37,063 | 25,230 | 213.2% | $80.00万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $116.69万 | 0.51% | 3,565 | 1,093 | 44.2% | $35.78万 | 加仓 |
| GOVT | ISHARES TR | $116.05万 | 0.51% | 50,945 | 5,504 | 12.1% | $12.54万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $113.28万 | 0.50% | 5,198 | 272 | 5.5% | $5.93万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $112.48万 | 0.50% | 12,389 | 40 | 0.3% | $3,632 | 加仓 |
| ORCL | ORACLE CORP | $108.64万 | 0.48% | 7,413 | -60 | -0.8% | -$8,793 | 减仓 |
| MTUM | ISHARES TR | $104.80万 | 0.46% | 3,057 | -168 | -5.2% | -$5.76万 | 减仓 |
| NVMI | NOVA LTD | $103.16万 | 0.45% | 1,900 | 187 | 10.9% | $10.15万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $101.24万 | 0.45% | 21,523 | 21,523 | — | $101.24万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $100.14万 | 0.44% | 13,168 | -185 | -1.4% | -$1.41万 | 减仓 |
| LLY | ELI LILLY & CO | $97.87万 | 0.43% | 816 | -3 | -0.4% | -$3,598 | 减仓 |
| — | NEUBERGER BERMAN ETF TRUST | $94.70万 | 0.42% | 22,304 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $92.79万 | 0.41% | 9,935 | -574 | -5.5% | -$5.36万 | 减仓 |
| ASML | ASML HLDG NV | $92.51万 | 0.41% | 465 | 47 | 11.2% | $9.35万 | 加仓 |
| — | WESTERN ASSET HIGH YIELD OPP | $88.80万 | 0.39% | 83,538 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $88.71万 | 0.39% | 42,855 | 4,672 | 12.2% | $9.67万 | 加仓 |
| USIG | ISHARES TR | $84.79万 | 0.37% | 16,531 | 231 | 1.4% | $1.18万 | 加仓 |
| AMGN | AMGEN INC | $84.56万 | 0.37% | 2,335 | 1 | 0.0% | $362 | 加仓 |
| FOXA | FOX CORP | $84.06万 | 0.37% | 16,115 | 311 | 2.0% | $1.62万 | 加仓 |
| V | VISA INC | $83.27万 | 0.37% | 2,427 | 12 | 0.5% | $4,117 | 加仓 |
| TIP | ISHARES TR | $80.81万 | 0.36% | 7,385 | 63 | 0.9% | $6,894 | 加仓 |
| EXEL | EXELIXIS INC | $79.82万 | 0.35% | 14,671 | -98 | -0.7% | -$5,332 | 减仓 |
| PG | PROCTER & GAMBLE CO | $75.75万 | 0.33% | 5,166 | -18 | -0.3% | -$2,640 | 减仓 |
| TLH | ISHARES TR | $75.42万 | 0.33% | 7,516 | 449 | 6.4% | $4.51万 | 加仓 |
| SHOP | SHOPIFY INC | $75.24万 | 0.33% | 6,590 | 262 | 4.1% | $2.99万 | 加仓 |
| IDEV | ISHARES TR | $72.02万 | 0.32% | 8,091 | -171 | -2.1% | -$1.52万 | 减仓 |
| KLAC | KLA CORP | $71.96万 | 0.32% | 2,385 | 25 | 1.1% | $7,543 | 加仓 |
| TSLA | TESLA INC | $69.36万 | 0.31% | 1,649 | 130 | 8.6% | $5.47万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $68.68万 | 0.30% | 12,155 | 4,106 | 51.0% | $23.20万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $68.68万 | 0.30% | 11,742 | 3,931 | 50.3% | $22.99万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $68.68万 | 0.30% | 12,609 | 4,231 | 50.5% | $23.05万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $68.62万 | 0.30% | 12,459 | 4,162 | 50.2% | $22.92万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $68.54万 | 0.30% | 11,512 | 3,904 | 51.3% | $23.24万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $68.52万 | 0.30% | 12,193 | 4,297 | 54.4% | $24.15万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $68.52万 | 0.30% | 13,104 | 4,375 | 50.1% | $22.88万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $68.50万 | 0.30% | 11,234 | 3,766 | 50.4% | $22.97万 | 加仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $68.50万 | 0.30% | 14,655 | 5,430 | 58.9% | $25.38万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $68.43万 | 0.30% | 13,095 | 4,484 | 52.1% | $23.43万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $68.39万 | 0.30% | 12,415 | 4,150 | 50.2% | $22.86万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $68.34万 | 0.30% | 11,399 | 4,029 | 54.7% | $24.15万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $67.74万 | 0.30% | 490 | 48 | 10.9% | $6.64万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $65.53万 | 0.29% | 4,819 | -296 | -5.8% | -$4.03万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $64.96万 | 0.29% | 1,905 | 143 | 8.1% | $4.88万 | 加仓 |
| CWB | SPDR SERIES TRUST | $64.89万 | 0.29% | 6,018 | -515 | -7.9% | -$5.55万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $64.58万 | 0.28% | 4,873 | 21 | 0.4% | $2,783 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $64.17万 | 0.28% | 5,235 | 3,044 | 138.9% | $37.31万 | 加仓 |
| VO | VANGUARD INDEX FDS | $64.17万 | 0.28% | 7,964 | -3,944 | -33.1% | -$31.78万 | 减仓 |
| VEEV | VEEVA SYS INC | $62.03万 | 0.27% | 3,495 | 35 | 1.0% | $6,211 | 加仓 |
| SNOW | SNOWFLAKE INC | $61.84万 | 0.27% | 2,430 | 236 | 10.8% | $6.01万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $61.77万 | 0.27% | 12,755 | 178 | 1.4% | $8,621 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $60.74万 | 0.27% | 12,976 | 109 | 0.8% | $5,102 | 加仓 |
| AFL | AFLAC INC | $59.28万 | 0.26% | 5,056 | -4 | -0.1% | -$469 | 减仓 |
| LQD | ISHARES TR | $59.09万 | 0.26% | 5,418 | -220 | -3.9% | -$2.40万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $58.83万 | 0.26% | 5,867 | 556 | 10.5% | $5.58万 | 加仓 |