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TCI Wealth Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TCI Wealth Advisors, Inc.
报告期 2026-03-31 · CIK 0001583751
持仓数
251
前50大市值合计
$1.72B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 12
增持 79
减持 56
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
DFIV
DIMENSIONAL ETF TRUST
+$33.2M
1,013,528
建仓
DFAX
DIMENSIONAL ETF TRUST
+$16.1M
621,117
建仓
UPST
UPSTART HLDGS INC
+$6.5M
20,597
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。
增持
AVUV
AMERICAN CENTY ETF TR
+$3.1M
478,479
+10%
增持
AMZN
AMAZON COM INC
+$2.3M
3,379
+32%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.1M
321,046
+11%
增持
GOOGL
ALPHABET INC
+$2.1M
1,955
+51%
减持
MSFT
MICROSOFT CORP
-$2.1M
62,213
-14%
减持
AFRM
AFFIRM HLDGS INC
-$2.1M
634
-98%
减持
ZS
ZSCALER INC
-$1.4M
6,933
-53%
减持
DOCU
DOCUSIGN INC
-$1.3M
236
-95%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.3M
1,693,524
+3%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.2M
1,542,056
+5%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.1M
35,914
+95%
减持
GME
GAMESTOP CORP NEW
-$1.1M
190
-96%
减持
DFAT
DIMENSIONAL ETF TRUST
-$855.0K
668,909
-2%
减持
SHOP
SHOPIFY INC
-$761.0K
80
-87%
增持
VUG
VANGUARD INDEX FDS
+$711.0K
4,147
+142%
增持
FCX
FREEPORT-MCMORAN INC
+$685.0K
31,243
+250%
减持
PFXF
VANECK ETF TRUST
-$634.0K
2,453
-92%
减持
NET
CLOUDFLARE INC
-$625.0K
1,500
-80%
减持
KO
COCA COLA CO
-$565.0K
4,884
-68%
减持
—
CALAVO GROWERS INC
-$496.0K
15,882
-9%
增持
BFH
ALLIANCE DATA SYSTEMS CORP
+$492.0K
10,078
+100%
减持
MMM
3M CO
-$473.0K
18,000
-2%
清仓
—
GENERAL ELECTRIC CO
-$448.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$433.0K
4,201
增持
TXN
TEXAS INSTRS INC
+$418.0K
5,844
+59%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$411.0K
16,724
+99%
增持
MELI
MERCADOLIBRE INC
+$389.0K
612
+49%
减持
IVV
ISHARES TR
-$382.0K
13,695
-6%
减持
AAPL
APPLE INC
+$346.0K
107,812
-1%
减持
DHR
DANAHER CORPORATION
+$314.0K
9,313
-1%
增持
CAT
CATERPILLAR INC
-$300.0K
16,437
+4%
增持
TSLA
TESLA INC
+$287.0K
2,484
+3%
减持
ICSH
ISHARES TR
-$250.0K
3,887
-56%
减持
QCOM
QUALCOMM INC
-$248.0K
13,656
-3%
减持
ABBV
ABBVIE INC
-$229.0K
16,096
-8%
建仓
AVDE
AMERICAN CENTY ETF TR
+$224.0K
3,584
增持
—
EXXON MOBIL CORP
-$224.0K
63,574
+1%
增持
VOE
VANGUARD INDEX FDS
+$220.0K
1,875
+527%
减持
V
VISA INC
-$216.0K
4,989
-12%
增持
NVDA
NVIDIA CORPORATION
+$202.0K
4,492
+393%
减持
COST
COSTCO WHSL CORP NEW
+$200.0K
6,503
-5%
增持
DFUS
DIMENSIONAL ETF TRUST
+$193.0K
2,097,359
+0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$190.0K
1,976
+92%
减持
MP
MP MATERIALS CORP
-$189.0K
116
-98%
增持
AEYE
AUDIOEYE INC
-$186.0K
35,713
+3%
增持
WWD
WOODWARD INC
-$184.0K
19,069
+0%
增持
KGC
KINROSS GOLD CORP
+$182.0K
71,014
+128%
减持
BA
BOEING CO
-$179.0K
3,331
-13%
减持
GLD
SPDR GOLD TR
-$170.0K
1,494
-40%
减持
AMGN
AMGEN INC
-$167.0K
3,292
-7%
减持
FDX
FEDEX CORP
-$159.0K
2,002
-0%
增持
ZION
ZIONS BANCORPORATION N A
+$156.0K
15,315
+2%
建仓
PBR
PETROLEO BRASILEIRO SA PETRO
+$155.0K
15,000
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$154.0K
7,109
-17%
减持
BIIB
BIOGEN INC
-$153.0K
814
-26%
减持
SYK
STRYKER CORPORATION
-$151.0K
1,153
-34%
增持
BNY
BANK NEW YORK MELLON CORP
+$149.0K
5,136
+124%
减持
CDW
CDW CORP
-$145.0K
1,225
-42%
增持
DGS
WISDOMTREE TR
+$144.0K
2,704
+26940%
增持
IWP
ISHARES TR
+$141.0K
1,429
+741%
减持
VDE
VANGUARD WORLD FDS
-$138.0K
20,433
-6%
增持
VFH
VANGUARD WORLD FDS
+$134.0K
5,455
+33%
增持
UNH
UNITEDHEALTH GROUP INC
+$133.0K
1,569
+31%
增持
PFF
ISHARES TR
+$130.0K
18,055
+24%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$130.0K
14,072
+78%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$130.0K
965
-18%
增持
PG
PROCTER AND GAMBLE CO
+$129.0K
10,583
+6%
增持
PFE
PFIZER INC
+$128.0K
19,214
+8%
增持
UNP
UNION PAC CORP
-$128.0K
6,052
+1%
增持
IEMG
ISHARES INC
+$127.0K
2,491
+508%
减持
INTU
INTUIT
-$125.0K
969
-27%
减持
MCD
MCDONALDS CORP
+$124.0K
21,541
-2%
增持
PYPL
PAYPAL HLDGS INC
-$124.0K
4,643
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$121.0K
1,512
-11%
增持
NOW
SERVICENOW INC
+$116.0K
1,497
+1%
增持
SCZ
ISHARES TR
+$114.0K
3,264
+88%
减持
CVX
CHEVRON CORP NEW
-$114.0K
31,644
-0%
增持
HON
HONEYWELL INTL INC
-$112.0K
16,825
+0%
减持
PSTG
PURE STORAGE INC
+$109.0K
19,882
-1%
建仓
—
PHILLIPS 66 PARTNERS LP
+$108.0K
3,000
增持
META
FACEBOOK INC
+$107.0K
3,342
+13%
减持
DIS
DISNEY WALT CO
-$105.0K
5,554
-7%
增持
ASAN
ASANA INC
+$103.0K
2,316
+5%
增持
PPG
PPG INDS INC
-$103.0K
3,923
+0%
减持
COR
AMERISOURCEBERGEN CORP
-$102.0K
1,555
-38%
增持
—
QUIDEL CORP
+$101.0K
7,522
+0%
减持
WM
WASTE MGMT INC DEL
-$100.0K
1,058
-42%
增持
HYT
BLACKROCK CORPOR HI YLD FD I
+$99.0K
15,150
+116%
减持
VZ
VERIZON COMMUNICATIONS INC
-$98.0K
27,889
-3%
减持
LLY
LILLY ELI & CO
-$96.0K
7,580
-6%
增持
BX
BLACKSTONE INC
+$96.0K
3,339
+11%
增持
RITM
NEW RESIDENTIAL INVT CORP
+$94.0K
11,658
+268%
减持
PNW
PINNACLE WEST CAP CORP
-$93.0K
9,341
-0%
增持
ITW
ILLINOIS TOOL WKS INC
-$92.0K
5,466
+0%
减持
ARWR
ARROWHEAD PHARMACEUTICALS IN
-$92.0K
2,151
-21%
增持
DVY
ISHARES TR
+$92.0K
15,261
+7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$90.0K
867
+8%
增持
ORCL
ORACLE CORP
+$87.0K
3,106
+32%
减持
CMCSA
COMCAST CORP NEW
-$86.0K
11,415
-10%
减持
XLF
SELECT SECTOR SPDR TR
-$85.0K
6,845
-27%
增持
BAC
BK OF AMERICA CORP
+$84.0K
27,238
+5%
增持
IFRA
ISHARES TR
+$83.0K
23,305
+16%
建仓
GXO
GXO LOGISTICS INCORPORATED
+$82.0K
1,051
增持
MRNA
MODERNA INC
+$82.0K
408
+28%
增持
DNP
DNP SELECT INCOME FD INC
+$80.0K
21,305
+51%
增持
ADX
ADAMS DIVERSIFIED EQUITY FD
+$80.0K
8,010
+100%
增持
INTC
INTEL CORP
-$80.0K
30,470
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$79.0K
880
+32%
减持
JPM
JPMORGAN CHASE & CO
-$78.0K
15,686
-8%
减持
—
CRISPR THERAPEUTICS AG
-$77.0K
1,508
-1%
增持
VBR
VANGUARD INDEX FDS
+$77.0K
3,696
+17%
减持
CHD
CHURCH & DWIGHT INC
-$71.0K
885
-47%
增持
ADI
ANALOG DEVICES INC
+$70.0K
512
+457%
清仓
ETV
EATON VANCE TAX-MANAGED BUYEATON
-$69.0K
0
-100%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$69.0K
10,258
+25%
增持
—
ALKERMES PLC
+$68.0K
2,541
+527%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$67.0K
9,922
+8%
增持
CSX
CSX CORP
+$67.0K
5,408
+85%
增持
USA
LIBERTY ALL STAR EQUITY FD
+$65.0K
23,387
+56%
增持
GSBD
GOLDMAN SACHS BDC INC
+$63.0K
11,799
+50%
增持
XLV
SELECT SECTOR SPDR TR
+$62.0K
1,054
+84%
增持
MFIC
APOLLO INVT CORP
+$61.0K
15,230
+52%
增持
SO
SOUTHERN CO
+$60.0K
5,129
+20%
清仓
—
MAXIM INTEGRATED PRODS INC
-$59.0K
0
-100%
增持
IWO
ISHARES TR
+$59.0K
351
+149%
减持
SNA
SNAP ON INC
-$57.0K
362
-39%
增持
—
GLADSTONE CAPITAL CORP
+$57.0K
18,221
+40%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$57.0K
1,504
+158%
增持
IEFA
ISHARES TR
+$56.0K
1,107
+214%
减持
OXY
OCCIDENTAL PETE CORP
-$54.0K
1,346
-55%
建仓
XLC
SELECT SECTOR SPDR TR
+$54.0K
680
减持
—
GLAXOSMITHKLINE PLC
-$53.0K
1,789
-41%
建仓
IYW
ISHARES TR
+$53.0K
523
增持
XPO
XPO LOGISTICS INC
-$53.0K
1,060
+8%
增持
CVS
CVS HEALTH CORP
+$52.0K
19,215
+2%
增持
GAB
GABELLI EQUITY TR INC
+$51.0K
25,657
+48%
增持
WMT
WALMART INC
+$51.0K
6,224
+8%
建仓
CSWC
CAPITAL SOUTHWEST CORP
+$50.0K
2,000
增持
RPM
RPM INTL INC
+$47.0K
609
+20200%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$47.0K
557
-31%
减持
GIS
GENERAL MLS INC
-$47.0K
3,284
-17%
建仓
SNOW
SNOWFLAKE INC
+$46.0K
152
增持
MPC
MARATHON PETE CORP
+$45.0K
4,579
+16%
减持
—
EMX RTY CORP
-$45.0K
106,300
-0%
减持
GOOG
ALPHABET INC
-$44.0K
1,335
-7%
增持
AFL
AFLAC INC
+$43.0K
1,250
+208%
减持
—
LINDE PLC
-$43.0K
24
-86%