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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
22Q4 调仓
2022-03-31 → 2022-12-31 · 共 150 项
建仓 21
增持 55
减持 67
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
DFUV
DIMENSIONAL ETF TRUST
+$64.9M
1,939,051
增持
DFUS
DIMENSIONAL ETF TRUST
-$12.7M
2,193,954
+3%
增持
AVEM
AMERICAN CENTY ETF TR
+$12.5M
301,725
+551%
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。
建仓
DFIS
DIMENSIONAL ETF TRUST
+$10.8M
503,254
减持
DFAC
DIMENSIONAL ETF TRUST
-$9.0M
1,440,163
-10%
增持
AGG
ISHARES TR
+$8.1M
108,857
+375%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$7.3M
330,439
增持
DFAS
DIMENSIONAL ETF TRUST
-$6.6M
1,829,474
+2%
增持
AVDE
AMERICAN CENTY ETF TR
+$5.1M
127,417
+352%
增持
DUHP
DIMENSIONAL ETF TRUST
+$4.8M
205,646
+4537%
增持
AAPL
APPLE INC
-$4.6M
105,023
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$4.1M
585,846
-9%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.7M
489,359
+31%
增持
AMZN
AMAZON COM INC
-$3.7M
46,437
+1892%
减持
DFAX
DIMENSIONAL ETF TRUST
-$3.6M
617,562
-9%
减持
DFIV
DIMENSIONAL ETF TRUST
-$3.6M
1,074,294
-1%
建仓
QUAL
ISHARES TR
+$3.5M
30,631
增持
DFAE
DIMENSIONAL ETF TRUST
+$3.5M
173,636
+1183%
减持
VTI
VANGUARD INDEX FDS
-$2.6M
63,700
-2%
减持
MSFT
MICROSOFT CORP
-$2.3M
32,664
-0%
减持
STIP
ISHARES TR
-$2.1M
30,043
-37%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.9M
602,123
+12%
增持
TSLA
TESLA INC
-$1.7M
7,541
+205%
增持
UPST
UPSTART HLDGS INC
-$1.7M
29,182
+51%
增持
—
EXXON MOBIL CORP
+$1.6M
55,791
+2%
增持
GOOG
ALPHABET INC
-$1.5M
23,051
+1740%
增持
VTIP
VANGUARD MALVERN FDS
+$995.0K
30,037
+277%
减持
IVV
ISHARES TR
-$955.2K
13,326
-0%
减持
PFF
ISHARES TR
-$930.0K
11,333
-68%
增持
GOOGL
ALPHABET INC
-$833.7K
18,364
+1982%
减持
SPY
SPDR S&P 500 ETF TR
-$796.4K
6,531
-10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$731.4K
17,493
+1%
增持
LLY
LILLY ELI & CO
+$707.5K
7,223
+7%
减持
ZS
ZSCALER INC
-$668.7K
4,507
-7%
减持
VXUS
VANGUARD STAR FDS
-$656.3K
71
-99%
增持
COST
COSTCO WHSL CORP NEW
-$617.7K
6,047
+3%
减持
NVDA
NVIDIA CORPORATION
-$610.4K
3,398
-16%
减持
VNQ
VANGUARD INDEX FDS
-$588.0K
19,338
-4%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$577.1K
23,656
减持
MMM
3M CO
-$558.2K
16,401
-3%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$545.9K
21,900
减持
WWD
WOODWARD INC
-$545.0K
19,015
-0%
减持
INTC
INTEL CORP
-$529.2K
21,712
-2%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$508.8K
7,083
-29%
减持
VZ
VERIZON COMMUNICATIONS INC
-$507.0K
24,443
-15%
减持
DVY
ISHARES TR
-$495.1K
12,669
-20%
增持
DFAI
DIMENSIONAL ETF TRUST
+$464.7K
33,454
+152%
减持
D
DOMINION ENERGY INC
-$463.3K
13,889
-10%
减持
UNP
UNION PAC CORP
-$453.8K
5,907
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$446.9K
2,888
-66%
增持
BND
VANGUARD BD INDEX FDS
+$434.4K
14,120
+94%
增持
BSV
VANGUARD BD INDEX FDS
+$418.7K
8,285
+215%
建仓
AVSD
AMERICAN CENTY ETF TR
+$409.1K
8,691
减持
META
META PLATFORMS INC
-$398.3K
2,607
-35%
减持
NOW
SERVICENOW INC
-$392.1K
1,267
-20%
增持
—
MERIDIAN BIOSCIENCE INC
+$379.5K
11,608
+4991%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$366.4K
14,792
增持
MRK
MERCK & CO INC
+$358.2K
9,195
+14%
减持
CVX
CHEVRON CORP NEW
+$353.6K
28,751
-3%
减持
T
AT&T INC
-$352.2K
45,777
-9%
减持
VDE
VANGUARD WORLD FDS
-$340.8K
16,097
-25%
增持
HON
HONEYWELL INTL INC
+$320.8K
16,126
+0%
增持
—
MISTER CAR WASH INC
+$317.7K
60,853
+270%
建仓
AVSU
AMERICAN CENTY ETF TR
+$314.3K
6,872
减持
QCOM
QUALCOMM INC
-$291.8K
6,724
-0%
增持
PNW
PINNACLE WEST CAP CORP
+$291.6K
14,921
+38%
建仓
SHY
ISHARES TR
+$284.3K
3,502
减持
WAL
WESTERN ALLIANCE BANCORP
-$280.4K
1,504
-66%
增持
PG
PROCTER AND GAMBLE CO
+$273.3K
11,931
+19%
减持
VBK
VANGUARD INDEX FDS
-$266.8K
5,421
-1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$258.9K
9,522
+34%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$236.0K
0
-100%
减持
ABT
ABBOTT LABS
-$232.4K
20,536
-2%
清仓
—
EMX RTY CORP
-$231.0K
0
-100%
减持
—
MEDTRONIC PLC
-$226.5K
5,732
-5%
建仓
DFSI
DIMENSIONAL ETF TRUST
+$222.3K
8,000
增持
DIS
DISNEY WALT CO
-$218.5K
5,415
+8%
减持
IWD
ISHARES TR
-$217.3K
9,085
-5%
减持
CMCSA
COMCAST CORP NEW
-$216.5K
11,653
-12%
减持
GLD
SPDR GOLD TR
-$212.8K
797
-59%
减持
ZION
ZIONS BANCORPORATION N A
-$212.7K
12,780
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$208.4K
6,852
+18%
减持
BAC
BANK AMERICA CORP
-$206.6K
25,043
-0%
减持
CVS
CVS HEALTH CORP
-$198.0K
17,427
-3%
建仓
AVSE
AMERICAN CENTY ETF TR
+$197.0K
4,613
减持
AXP
AMERICAN EXPRESS CO
-$195.5K
4,545
-2%
增持
QQQ
INVESCO QQQ TR
-$193.5K
3,149
+11%
减持
VFH
VANGUARD WORLD FDS
-$192.7K
4,403
-26%
减持
KMB
KIMBERLY-CLARK CORP
+$188.9K
20,088
-3%
增持
DHR
DANAHER CORPORATION
-$187.5K
7,959
+2%
减持
FDX
FEDEX CORP
-$184.3K
1,823
-16%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$180.1K
597
-29%
减持
CSCO
CISCO SYS INC
-$174.4K
11,180
-12%
减持
AEYE
AUDIOEYE INC
-$163.5K
18,661
-46%
减持
XLF
SELECT SECTOR SPDR TR
-$161.5K
2,032
-66%
减持
MCD
MCDONALDS CORP
-$161.1K
19,356
-9%
减持
TXN
TEXAS INSTRS INC
-$161.0K
5,701
-5%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$159.5K
11,309
增持
BX
BLACKSTONE INC
-$158.7K
3,185
+2%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$157.7K
7,456
建仓
DFSE
DIMENSIONAL ETF TRUST
+$155.0K
5,500
增持
ORCL
ORACLE CORP
+$152.9K
4,244
+80%
增持
AMD
ADVANCED MICRO DEVICES INC
-$151.0K
3,783
+4%
减持
SCHW
SCHWAB CHARLES CORP
-$146.7K
6,730
-20%
减持
IWF
ISHARES TR
-$142.0K
1,951
-3%
减持
VUG
VANGUARD INDEX FDS
-$136.6K
1,705
-2%
减持
—
CALAVO GROWERS INC
-$134.2K
11,557
-11%
减持
AVGO
BROADCOM INC
-$131.7K
271
-40%
减持
CRM
SALESFORCE INC
-$131.7K
1,526
-3%
增持
MA
MASTERCARD INCORPORATED
+$130.8K
2,642
+20%
减持
C
CITIGROUP INC
-$128.7K
1,400
-61%
减持
IFRA
ISHARES TR
-$126.9K
21,652
-7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$119.5K
1,094
+34%
增持
OXY
OCCIDENTAL PETE CORP
+$118.6K
3,089
+129%
建仓
ESML
ISHARES TR
+$116.2K
3,533
增持
AMGN
AMGEN INC
+$115.8K
4,142
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$114.9K
1,054
+383%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$113.6K
175
-70%
减持
TGT
TARGET CORP
-$108.8K
987
-18%
增持
VOO
VANGUARD INDEX FDS
+$107.9K
3,526
+29%
增持
MCK
MCKESSON CORP
+$107.6K
1,508
+1%
增持
—
LINDE PLC
+$105.0K
325
+16150%
清仓
—
BROOKFIELD ASSET MGMT INC
-$104.0K
0
-100%
建仓
BIL
SPDR SER TR
+$101.1K
1,105
建仓
WBD
WARNER BROS DISCOVERY INC
+$100.1K
10,559
清仓
—
TWITTER INC
-$100.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$98.6K
8,000
+23%
增持
COIN
COINBASE GLOBAL INC
-$98.5K
889
+30%
清仓
—
EAGLE BULK SHIPPING INC
-$97.0K
0
-100%
建仓
AVUS
AMERICAN CENTY ETF TR
+$96.8K
1,423
增持
VLO
VALERO ENERGY CORP
+$96.4K
3,716
+1%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$93.5K
2,253
减持
BNY
BANK NEW YORK MELLON CORP
-$91.6K
2,886
-36%
减持
BA
BOEING CO
-$90.2K
2,010
-19%
减持
NEM
NEWMONT CORP
-$88.1K
1,948
-14%
增持
LMT
LOCKHEED MARTIN CORP
+$87.5K
1,520
+3%
增持
SCHX
SCHWAB STRATEGIC TR
-$87.4K
10,911
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$86.8K
1,474
-8%
增持
SCHG
SCHWAB STRATEGIC TR
-$86.6K
7,027
+10%
减持
VBR
VANGUARD INDEX FDS
-$86.0K
3,073
-6%
增持
DE
DEERE & CO
+$85.8K
1,485
+12%
增持
PFE
PFIZER INC
+$85.5K
20,930
+10%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$85.4K
10,404
-2%
清仓
—
ATLASSIAN CORP PLC
-$83.0K
0
-100%
增持
—
ASTRAZENECA PLC
+$82.9K
1,813
+197%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$82.3K
3,207
-23%
建仓
DISV
DIMENSIONAL ETF TRUST
+$81.6K
3,676
减持
BABA
ALIBABA GROUP HLDG LTD
-$80.8K
195
-78%
增持
—
LIVENT CORP
+$78.7K
4,869
+629%
清仓
—
GLAXOSMITHKLINE PLC
-$78.0K
0
-100%