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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 6
增持 62
减持 74
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
-$5.6M
2,121,071
+0%
增持
DFAS
DIMENSIONAL ETF TRUST
-$5.1M
1,786,609
+2%
增持
STIP
ISHARES TR
+$2.6M
48,038
+112%
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
AVEM
AMERICAN CENTY ETF TR
+$2.5M
46,365
+1020%
增持
AGG
ISHARES TR
+$2.3M
22,939
+2040%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.2M
538,494
+5%
减持
MSFT
MICROSOFT CORP
-$1.4M
32,742
-4%
增持
AVDE
AMERICAN CENTY ETF TR
+$1.3M
28,182
+403%
减持
CVX
CHEVRON CORP NEW
+$1.3M
29,524
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.2M
640,899
-2%
减持
VTI
VANGUARD INDEX FDS
-$1.1M
64,765
-2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.1M
1,083,399
+1%
减持
—
EXXON MOBIL CORP
+$957.0K
54,745
-6%
增持
DFAC
DIMENSIONAL ETF TRUST
-$896.0K
1,595,526
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$863.0K
17,385
-1%
增持
UPST
UPSTART HLDGS INC
-$743.0K
19,266
+2%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$715.0K
9,987
-31%
增持
VDE
VANGUARD WORLD FDS
+$670.0K
21,417
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$594.0K
8,503
+882%
减持
MMM
3M CO
-$517.0K
16,965
-1%
增持
ABBV
ABBVIE INC
+$508.0K
16,415
+3%
减持
AAPL
APPLE INC
-$487.0K
104,685
-1%
增持
HD
HOME DEPOT INC
-$450.0K
8,228
+17%
减持
MCD
MCDONALDS CORP
-$447.0K
21,276
-0%
减持
KMB
KIMBERLY-CLARK CORP
-$420.0K
20,611
-0%
增持
ABT
ABBOTT LABS
-$415.0K
21,005
+2%
增持
META
META PLATFORMS INC
-$393.0K
4,030
+23%
减持
IVV
ISHARES TR
-$362.0K
13,392
-1%
减持
JPM
JPMORGAN CHASE & CO
-$347.0K
14,661
-1%
增持
ZS
ZSCALER INC
-$321.0K
4,864
+5%
减持
QYLD
GLOBAL X FDS
-$308.0K
450
-97%
增持
VLO
VALERO ENERGY CORP
+$305.0K
3,689
+296%
增持
JNJ
JOHNSON & JOHNSON
+$301.0K
39,630
+1%
减持
VNQ
VANGUARD INDEX FDS
-$297.0K
20,146
-6%
清仓
IUSB
ISHARES TR
-$290.0K
0
-100%
减持
DHR
DANAHER CORPORATION
-$285.0K
7,840
-0%
减持
AMZN
AMAZON COM INC
-$274.0K
2,331
-1%
减持
NVDA
NVIDIA CORPORATION
-$264.0K
4,058
-13%
增持
DFAE
DIMENSIONAL ETF TRUST
+$259.0K
13,538
+287%
减持
CAT
CATERPILLAR INC
+$247.0K
15,959
-0%
增持
—
MISTER CAR WASH INC
+$236.0K
16,450
+3556%
减持
HON
HONEYWELL INTL INC
-$235.0K
16,110
-0%
减持
GOOG
ALPHABET INC
-$227.0K
1,253
-3%
增持
DVY
ISHARES TR
+$227.0K
15,788
+8%
增持
WBS
WEBSTER FINL CORP
+$219.0K
4,078
+2230%
减持
ITW
ILLINOIS TOOL WKS INC
-$217.0K
5,405
-1%
增持
AMGN
AMGEN INC
+$213.0K
4,018
+19%
清仓
—
STERLING BANCORP DEL
-$210.0K
0
-100%
减持
SBUX
STARBUCKS CORP
-$203.0K
6,144
-6%
增持
GLD
SPDR GOLD TR
+$195.0K
1,927
+116%
清仓
BLV
VANGUARD BD INDEX FDS
-$194.0K
0
-100%
减持
VBK
VANGUARD INDEX FDS
-$194.0K
5,458
-1%
建仓
DINO
HF SINCLAIR CORPORATION
+$187.0K
4,707
减持
GS
GOLDMAN SACHS GROUP INC
-$186.0K
1,194
-21%
减持
SPY
SPDR S&P 500 ETF TR
-$185.0K
7,294
-0%
减持
PPG
PPG INDS INC
-$173.0K
3,870
-2%
增持
D
DOMINION ENERGY INC
+$169.0K
15,474
+6%
减持
PYPL
PAYPAL HLDGS INC
-$166.0K
1,355
-21%
减持
C
CITIGROUP INC
-$165.0K
3,585
-39%
减持
VTIP
VANGUARD MALVERN FDS
-$159.0K
7,977
-28%
清仓
—
HOLLYFRONTIER CORP
-$154.0K
0
-100%
减持
INTU
INTUIT
-$151.0K
661
-9%
减持
IWF
ISHARES TR
-$143.0K
2,016
-12%
增持
UNP
UNION PAC CORP
+$139.0K
6,138
+1%
增持
AXP
AMERICAN EXPRESS CO
+$136.0K
4,635
+4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$134.0K
7,086
+7%
减持
VUG
VANGUARD INDEX FDS
-$131.0K
1,740
-12%
减持
TROW
PRICE T ROWE GROUP INC
-$129.0K
2,407
-4%
减持
QQQ
INVESCO QQQ TR
-$127.0K
2,846
-2%
减持
GOOGL
ALPHABET INC
-$124.0K
882
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$119.0K
1,478
-2%
建仓
CX
CEMEX SAB DE CV
+$118.0K
22,237
减持
DIS
DISNEY WALT CO
-$117.0K
5,025
-3%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$117.0K
4,435
减持
SCHA
SCHWAB STRATEGIC TR
-$117.0K
1,238
-28%
增持
COP
CONOCOPHILLIPS
+$113.0K
1,961
+71%
增持
DE
DEERE & CO
+$112.0K
1,325
+3%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$112.0K
7,008
-20%
减持
SSP
SCRIPPS E W CO OHIO
-$112.0K
191
-97%
减持
EL
LAUDER ESTEE COS INC
-$104.0K
689
-13%
减持
GM
GENERAL MTRS CO
-$104.0K
29
-98%
增持
ICLN
ISHARES TR
+$103.0K
5,205
+1078%
增持
QCOM
QUALCOMM INC
-$102.0K
6,749
+9%
增持
LUV
SOUTHWEST AIRLS CO
+$100.0K
3,624
+135%
减持
MPC
MARATHON PETE CORP
+$98.0K
4,738
-1%
增持
NOW
SERVICENOW INC
-$98.0K
1,587
+5%
减持
—
CALAVO GROWERS INC
-$97.0K
12,995
-4%
减持
ORCL
ORACLE CORP
-$95.0K
2,353
-29%
减持
MRNA
MODERNA INC
-$94.0K
355
-42%
增持
PFF
ISHARES TR
-$93.0K
35,049
+1%
减持
XLK
SELECT SECTOR SPDR TR
-$93.0K
602
-45%
减持
CVS
CVS HEALTH CORP
-$93.0K
18,000
-3%
增持
CMCSA
COMCAST CORP NEW
+$93.0K
13,317
+26%
增持
LOW
LOWES COS INC
-$89.0K
1,961
+4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$88.0K
4,624
-5%
清仓
SPIB
SPDR SER TR
-$87.0K
0
-100%
减持
NFLX
NETFLIX INC
-$87.0K
164
-33%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$87.0K
835
+1%
增持
VXUS
VANGUARD STAR FDS
+$86.0K
11,042
+22%
增持
PG
PROCTER AND GAMBLE CO
-$86.0K
10,047
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$85.0K
818
-4%
清仓
VO
VANGUARD INDEX FDS
-$84.0K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$83.0K
691
-53%
增持
VB
VANGUARD INDEX FDS
-$83.0K
6,266
+0%
增持
PNW
PINNACLE WEST CAP CORP
+$82.0K
10,801
+0%
减持
EFA
ISHARES TR
-$81.0K
14,518
-1%
增持
PEP
PEPSICO INC
-$80.0K
13,333
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$79.0K
28,863
+8%
增持
DHI
D R HORTON INC
+$79.0K
1,379
+524%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$77.0K
6,528
+2%
减持
BND
VANGUARD BD INDEX FDS
-$76.0K
7,291
-6%
增持
PSX
PHILLIPS 66
+$76.0K
2,372
+33%
减持
BNY
BANK NEW YORK MELLON CORP
-$75.0K
4,490
-13%
增持
MRK
MERCK & CO INC
+$75.0K
8,067
+5%
增持
—
CHUBB LIMITED
+$72.0K
887
+45%
减持
T
AT&T INC
-$72.0K
50,545
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$71.0K
2,630
+59%
增持
NUE
NUCOR CORP
+$71.0K
2,056
+0%
增持
SCHX
SCHWAB STRATEGIC TR
-$70.0K
10,775
+89%
减持
FDX
FEDEX CORP
-$70.0K
2,163
-2%
减持
MUB
ISHARES TR
-$69.0K
731
-43%
增持
TRV
TRAVELERS COMPANIES INC
+$68.0K
2,349
+2%
增持
BAC
BK OF AMERICA CORP
-$68.0K
25,145
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$68.0K
177
-87%
增持
COIN
COINBASE GLOBAL INC
+$68.0K
685
+177%
减持
—
ACCENTURE PLC IRELAND
-$66.0K
477
-13%
减持
VFQY
VANGUARD WELLINGTON FD
-$66.0K
44
-92%
减持
IEFA
ISHARES TR
-$66.0K
65
-93%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$65.0K
7,549
-2%
减持
LII
LENNOX INTL INC
-$64.0K
824
-3%
建仓
TMFG
RBB FD INC
+$63.0K
2,159
增持
CSCO
CISCO SYS INC
-$63.0K
12,673
+4%
增持
SO
SOUTHERN CO
+$61.0K
5,275
+12%
减持
HAL
HALLIBURTON CO
+$61.0K
4,396
-4%
清仓
IYW
ISHARES TR
-$60.0K
0
-100%
减持
F
FORD MTR CO DEL
-$60.0K
12,523
-4%
增持
SCHG
SCHWAB STRATEGIC TR
-$59.0K
6,376
+95%
减持
VTV
VANGUARD INDEX FDS
-$58.0K
4,385
-9%
减持
—
BLACKROCK INC
-$58.0K
180
-16%
建仓
GUNR
FLEXSHARES TR
+$57.0K
1,219
减持
ISRG
INTUITIVE SURGICAL INC
-$57.0K
922
-1%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$57.0K
4,152
+18%
增持
WAL
WESTERN ALLIANCE BANCORP
-$57.0K
4,465
+13%
增持
DFAX
DIMENSIONAL ETF TRUST
-$57.0K
679,740
+4%
减持
TJX
TJX COS INC NEW
-$56.0K
3,503
-1%
建仓
IAU
GOLD TR
+$55.0K
1,500
减持
FTV
FORTIVE CORP
-$54.0K
2,811
-5%
清仓
PFXF
VANECK ETF TRUST
-$54.0K
0
-100%
减持
BX
BLACKSTONE INC
-$54.0K
3,108
-10%
减持
ECL
ECOLAB INC
-$53.0K
689
-8%