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TCFG WEALTH MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TCFG WEALTH MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001548059
持仓数
274
前50大市值合计
$164.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 20
增持 54
减持 59
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
NEM
NEWMONT CORP
-$3.8M
12,288
-85%
减持
FNV
FRANCO NEV CORP
-$1.1M
23,134
-24%
增持
AMZN
AMAZON COM INC
+$938.7K
27,949
+0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
NVDA
NVIDIA CORPORATION
+$914.0K
81,804
-1%
建仓
BITO
PROSHARES TR
+$865.0K
37,973
清仓
INTC
INTEL CORP
-$832.1K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$813.5K
63,816
+26%
减持
SPTS
SPDR SER TR
-$736.9K
52,473
-32%
减持
AAPL
APPLE INC
+$682.3K
64,699
-3%
建仓
—
ALBEMARLE CORP
+$633.7K
15,575
减持
MSFT
MICROSOFT CORP
-$574.7K
11,106
-9%
增持
BILS
SPDR SER TR
+$529.5K
9,780
+121%
增持
TBIL
RBB FD INC
+$468.4K
42,044
+29%
增持
CALF
PACER FDS TR
+$451.8K
16,878
+170%
建仓
OKLO
OKLO INC
+$450.1K
21,200
清仓
FANG
DIAMONDBACK ENERGY INC
-$387.7K
0
-100%
减持
V
VISA INC
+$383.8K
9,491
-0%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$382.8K
12,560
减持
AMD
ADVANCED MICRO DEVICES INC
-$372.4K
7,844
-2%
减持
NUE
NUCOR CORP
-$369.0K
10,412
-1%
建仓
APP
APPLOVIN CORP
+$368.8K
1,139
减持
TSLA
TESLA INC
+$350.5K
2,640
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$333.4K
7,058
+31%
建仓
COWG
PACER FDS TR
+$333.2K
10,400
建仓
MSTR
MICROSTRATEGY INC
+$329.3K
1,137
建仓
COWZ
PACER FDS TR
+$328.1K
5,809
清仓
ITA
ISHARES TR
-$315.6K
0
-100%
建仓
PBA
PEMBINA PIPELINE CORP
+$310.4K
8,401
减持
DVN
DEVON ENERGY CORP NEW
-$309.0K
19,984
-19%
减持
—
BANK AMERICA CORP
-$287.8K
618
-24%
减持
CPER
UNITED STS COMMODITY INDEX F
-$287.4K
33,976
-16%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$284.1K
121,284
+5%
清仓
IEFA
ISHARES TR
-$282.5K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$281.9K
4,183
+19%
增持
GOOG
ALPHABET INC
+$280.3K
9,989
+3%
减持
AVGO
BROADCOM INC
+$280.1K
5,642
-5%
清仓
NVO
NOVO-NORDISK A S
-$271.5K
0
-100%
减持
CSL
CARLISLE COS INC
-$267.6K
2,940
-2%
建仓
JAAA
JANUS DETROIT STR TR
+$266.1K
5,248
减持
—
EXXON MOBIL CORP
-$264.1K
9,280
-14%
增持
PSEC
PROSPECT CAP CORP
-$256.8K
269,580
+2%
建仓
—
CARNIVAL CORP
+$246.4K
9,887
清仓
ENFR
ALPS ETF TR
-$245.8K
0
-100%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$245.6K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$244.9K
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$242.1K
633
清仓
MELI
MERCADOLIBRE INC
-$236.0K
0
-100%
建仓
C
CITIGROUP INC
+$234.6K
3,333
清仓
TYA
SIMPLIFY EXCHANGE TRADED FUN
-$234.2K
0
-100%
增持
—
EATON CORP PLC
+$232.9K
2,031
+53%
清仓
COPX
GLOBAL X FDS
-$232.8K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$231.0K
403
建仓
NOW
SERVICENOW INC
+$230.0K
217
减持
FDD
FIRST TR STOXX EUROPEAN SELE
-$230.0K
104,204
-7%
建仓
SPYG
SPDR SER TR
+$228.3K
2,597
建仓
OKE
ONEOK INC NEW
+$220.2K
2,193
清仓
HSY
HERSHEY CO
-$219.8K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$215.8K
0
-100%
建仓
RECS
COLUMBIA ETF TR I
+$214.1K
6,184
清仓
KO
COCA COLA CO
-$211.9K
0
-100%
建仓
GEV
GE VERNOVA INC
+$210.2K
639
建仓
IUSV
ISHARES TR
+$208.5K
2,252
清仓
GDXJ
VANECK ETF TRUST
-$206.9K
0
-100%
清仓
BUXX
EA SERIES TRUST
-$202.9K
0
-100%
减持
ET
ENERGY TRANSFER L P
-$199.5K
12,119
-55%
清仓
FID
FIRST TR EXCHANGE-TRADED FD
-$189.6K
0
-100%
减持
MRK
MERCK & CO INC
-$185.9K
11,140
-2%
减持
CVX
CHEVRON CORP NEW
-$178.8K
20,366
-4%
增持
CEG
CONSTELLATION ENERGY CORP
+$172.8K
4,731
+39%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$167.7K
6,185
+50%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$166.7K
60,704
+2%
减持
KMI
KINDER MORGAN INC DEL
+$166.1K
32,115
-1%
减持
GOOGL
ALPHABET INC
+$163.6K
8,287
-2%
减持
—
VIPER ENERGY INC
-$156.7K
35,055
-16%
减持
KHC
KRAFT HEINZ CO
-$156.0K
13,751
-17%
增持
ENB
ENBRIDGE INC
+$148.7K
11,620
+37%
增持
WMT
WALMART INC
+$147.7K
4,512
+40%
增持
SHOP
SHOPIFY INC
+$122.6K
3,855
+8%
减持
UBER
UBER TECHNOLOGIES INC
-$122.4K
5,080
-11%
增持
WPM
WHEATON PRECIOUS METALS CORP
-$119.5K
26,656
+1%
增持
PG
PROCTER AND GAMBLE CO
+$117.8K
7,276
+14%
减持
TIP
ISHARES TR
-$112.8K
8,381
-8%
增持
AXON
AXON ENTERPRISE INC
+$112.8K
577
+0%
减持
BWXT
BWX TECHNOLOGIES INC
-$109.7K
8,920
-12%
增持
FBND
FIDELITY MERRIMACK STR TR
+$107.9K
6,958
+59%
减持
AEM
AGNICO EAGLE MINES LTD
-$107.1K
15,438
-5%
减持
STIP
ISHARES TR
-$101.3K
3,093
-24%
减持
PTLC
PACER FDS TR
-$100.5K
15,476
-12%
减持
JXN
JACKSON FINANCIAL INC
-$98.9K
4,543
-16%
减持
LLY
ELI LILLY & CO
-$98.4K
630
-5%
减持
KLAC
KLA CORP
-$94.7K
565
-3%
增持
DIS
DISNEY WALT CO
+$91.7K
5,075
+3%
减持
FGD
FIRST TR EXCHANGE TRADED FD
-$91.7K
43,064
-0%
减持
CCJ
CAMECO CORP
-$86.1K
27,125
-12%
增持
QQQ
INVESCO QQQ TR
+$85.7K
3,026
+1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$85.5K
32,202
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
+$85.1K
111,130
+1%
增持
DGCB
DIMENSIONAL ETF TRUST
+$84.2K
52,515
+8%
减持
SPY
SPDR S&P 500 ETF TR
-$81.5K
1,861
-9%
增持
MO
ALTRIA GROUP INC
+$79.4K
8,673
+18%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$79.2K
40,038
-0%
减持
HD
HOME DEPOT INC
-$76.9K
2,703
-3%
减持
NFLX
NETFLIX INC
+$76.0K
429
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$75.6K
3,600
-4%
减持
AMGN
AMGEN INC
-$74.7K
1,011
-4%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
-$73.4K
20,458
+1%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$68.1K
24,286
+2%
增持
BOXX
EA SERIES TRUST
+$67.2K
41,113
+0%
减持
CRM
SALESFORCE INC
+$64.7K
1,107
-1%
增持
BX
BLACKSTONE INC
+$61.5K
2,389
+4%
减持
ORCL
ORACLE CORP
-$59.2K
3,597
-7%
减持
CI
THE CIGNA GROUP
-$58.1K
791
-1%
减持
MCD
MCDONALDS CORP
-$56.4K
1,157
-10%
增持
O
REALTY INCOME CORP
-$55.0K
6,678
+3%
减持
DEED
FIRST TR EXCHNG TRADED FD VI
-$54.8K
17,611
-9%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$52.6K
807
+1%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$52.4K
125
+9%
增持
XLK
SELECT SECTOR SPDR TR
+$50.4K
2,574
+6%
减持
MS
MORGAN STANLEY
+$48.9K
2,879
-4%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$47.2K
4,457
+0%
增持
DFIC
DIMENSIONAL ETF TRUST
-$46.4K
33,597
+3%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$45.5K
14,505
-1%
减持
AMLP
ALPS ETF TR
-$44.8K
26,328
-5%
减持
GCOW
PACER FDS TR
-$44.4K
16,081
-0%
减持
CAT
CATERPILLAR INC
-$44.2K
1,213
-2%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
-$41.0K
26,762
+0%
增持
GLD
SPDR GOLD TR
+$40.4K
3,591
+5%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$40.4K
18,375
-6%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$40.2K
19,593
+5%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$39.6K
18,465
+13%
增持
MA
MASTERCARD INCORPORATED
+$37.5K
1,123
+0%
增持
SCHD
SCHWAB STRATEGIC TR
-$36.3K
8,513
+168%
减持
DISV
DIMENSIONAL ETF TRUST
-$33.5K
11,026
-2%
减持
SHY
ISHARES TR
-$32.5K
4,257
-7%
减持
BA
BOEING CO
+$32.3K
1,800
-4%
增持
DFGX
DIMENSIONAL ETF TRUST
+$32.2K
5,561
+16%
减持
COST
COSTCO WHSL CORP NEW
+$30.1K
1,284
-1%
增持
DDIV
FIRST TR EXCHANGE-TRADED FD
+$29.8K
28,082
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$29.4K
7,668
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
-$29.3K
7,403
+2%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$29.1K
13,702
+4%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$28.7K
4,645
+7%
增持
GE
GE AEROSPACE
-$28.1K
1,294
+0%
增持
NXE
NEXGEN ENERGY LTD
+$28.1K
62,500
+6%
增持
DFSD
DIMENSIONAL ETF TRUST
+$27.7K
6,786
+12%
增持
DIHP
DIMENSIONAL ETF TRUST
-$27.0K
11,482
+0%
减持
FPE
FIRST TR EXCH TRADED FD III
-$26.5K
30,668
-3%
减持
META
META PLATFORMS INC
+$26.4K
2,606
-0%
减持
VUG
VANGUARD INDEX FDS
+$26.4K
1,038
-0%
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
-$25.4K
8,647
+0%
