TFC Financial Management, Inc. 13F 持仓 · 2026年Q2
TFC Financial Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,034 只证券，申报市值合计 9.02 亿美元。前几大持仓：IVV（26.99%）、IDEV（13.59%）、SHY（9.34%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $243.5M | 26.99% | 325,201 | 减持 |
| 2 | IDEV | ISHARES TR | $122.6M | 13.59% | 1.4M | 增持 |
| 3 | SHY | ISHARES TR | $84.3M | 9.34% | 1.0M | 增持 |
| 4 | IEMG | ISHARES INC | $60.9M | 6.75% | 734,844 | 减持 |
| 5 | JQUA | J P MORGAN EXCHANGE TRADED F | $55.2M | 6.12% | 764,173 | 增持 |
| 6 | DFUV | DIMENSIONAL ETF TRUST | $49.8M | 5.52% | 905,753 | 减持 |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $28.8M | 3.19% | 411,492 | 增持 |
| 8 | VTWG | VANGUARD SCOTTSDALE FDS | $25.1M | 2.78% | 87,140 | 增持 |
| 9 | VV | VANGUARD INDEX FDS | $18.3M | 2.03% | 53,307 | 增持 |
| 10 | JNJ | JOHNSON & JOHNSON | $12.4M | 1.38% | 48,938 | 减持 |
| 11 | NUEM | NUSHARES ETF TR | $12.4M | 1.38% | 292,478 | 减持 |
| 12 | AAPL | APPLE INC | $12.1M | 1.34% | 41,897 | 减持 |
| 13 | BSV | VANGUARD BD INDEX FDS | $6.7M | 0.74% | 85,616 | 减持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.9M | 0.65% | 11,749 | 增持 |
| 15 | MSFT | MICROSOFT CORP | $5.9M | 0.65% | 15,703 | 减持 |
| 16 | XOM | EXXON MOBIL CORP | $5.7M | 0.63% | 41,610 | 增持 |
| 17 | MRK | MERCK & CO INC | $5.0M | 0.55% | 38,730 | 增持 |
| 18 | NVDA | NVIDIA CORPORATION | $4.8M | 0.53% | 23,959 | 增持 |
| 19 | CVMC | MORGAN STANLEY ETF TRUST | $4.7M | 0.52% | 61,148 | 新建仓 |
| 20 | ESML | ISHARES TR | $4.6M | 0.51% | 81,801 | 增持 |
| 21 | ITOT | ISHARES TR | $4.4M | 0.49% | 26,677 | 增持 |
| 22 | GOOGL | ALPHABET INC | $3.3M | 0.37% | 9,217 | 减持 |
| 23 | BND | VANGUARD BD INDEX FDS | $3.2M | 0.35% | 43,338 | 减持 |
| 24 | IWB | ISHARES TR | $3.2M | 0.35% | 7,765 | 持平 |
| 25 | JSTC | TIDAL TRUST I | $3.0M | 0.34% | 132,532 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR