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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 12
增持 74
减持 56
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$8.7M
2,251,361
+3%
增持
DFAS
DIMENSIONAL ETF TRUST
+$6.9M
1,905,669
+4%
减持
AGG
ISHARES TR
-$5.4M
51,995
-52%
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
AAPL
APPLE INC
+$4.2M
107,961
+3%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.3M
1,501,978
+4%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.0M
515,180
+5%
增持
CLX
CLOROX CO DEL
+$2.9M
19,317
+2276%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.7M
1,096,541
+2%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.3M
636,815
+6%
增持
VTI
VANGUARD INDEX FDS
+$2.0M
69,337
+9%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.8M
243,056
+40%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.7M
543,845
+8%
减持
MSFT
MICROSOFT CORP
+$1.5M
32,474
-1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.5M
644,007
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
9,690
+48%
减持
VTIP
VANGUARD MALVERN FDS
-$1.1M
5,527
-82%
增持
DUHP
DIMENSIONAL ETF TRUST
+$927.4K
233,290
+13%
增持
DIHP
DIMENSIONAL ETF TRUST
+$883.0K
337,850
+2%
增持
JNJ
JOHNSON & JOHNSON
-$828.1K
39,914
+1%
减持
AMZN
AMAZON COM INC
+$803.0K
45,539
-2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$722.3K
1,960,625
+1%
增持
DFGR
DIMENSIONAL ETF TRUST
+$714.9K
52,626
+122%
增持
VXUS
VANGUARD STAR FDS
+$711.2K
12,948
+18137%
减持
STIP
ISHARES TR
-$659.1K
22,714
-24%
减持
MMM
3M CO
-$622.3K
12,791
-22%
增持
MUB
ISHARES TR
+$598.8K
6,267
+766%
增持
VOO
VANGUARD INDEX FDS
+$566.9K
4,802
+36%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$562.3K
1,301
+1590%
增持
NVDA
NVIDIA CORPORATION
+$537.8K
3,724
+10%
增持
AVDE
AMERICAN CENTY ETF TR
+$529.5K
128,123
+1%
减持
TSLA
TESLA INC
+$528.3K
7,024
-7%
减持
AVEM
AMERICAN CENTY ETF TR
+$525.8K
297,746
-1%
增持
CVX
CHEVRON CORP NEW
-$438.0K
28,944
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$423.7K
18,786
+179%
清仓
—
MERIDIAN BIOSCIENCE INC
-$385.5K
0
-100%
减持
PFE
PFIZER INC
-$385.1K
16,848
-20%
减持
CVS
CVS HEALTH CORP
-$381.0K
16,727
-4%
增持
IWR
ISHARES TR
+$374.6K
5,628
+1910%
减持
IVV
ISHARES TR
+$357.9K
13,325
-0%
增持
HON
HONEYWELL INTL INC
-$337.3K
16,317
+1%
增持
META
META PLATFORMS INC
+$328.5K
3,030
+16%
减持
MCD
MCDONALDS CORP
+$305.8K
19,336
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$284.7K
572,207
-2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$279.6K
41,456
+24%
减持
GOOG
ALPHABET INC
+$277.9K
22,339
-3%
减持
ABT
ABBOTT LABS
-$268.6K
19,613
-4%
减持
ZION
ZIONS BANCORPORATION N A
-$256.2K
12,432
-3%
建仓
USMV
ISHARES TR
+$214.4K
2,948
增持
QQQ
INVESCO QQQ TR
+$202.7K
3,244
+3%
减持
GOOGL
ALPHABET INC
+$194.4K
17,494
-5%
增持
OEF
ISHARES TR
+$190.8K
1,042
+4242%
减持
COST
COSTCO WHSL CORP NEW
+$178.8K
5,915
-2%
减持
HD
HOME DEPOT INC
-$172.9K
7,702
-1%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$162.3K
123
+515%
增持
AXP
AMERICAN EXPRESS CO
+$161.1K
5,048
+11%
减持
BAC
BANK AMERICA CORP
-$160.6K
23,387
-7%
增持
DAL
DELTA AIR LINES INC DEL
+$154.3K
4,770
+1175%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$148.1K
17,980
+3%
增持
BND
VANGUARD BD INDEX FDS
+$143.6K
15,684
+11%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$142.6K
2,914
建仓
EFAV
ISHARES TR
+$142.1K
2,100
增持
SCHD
SCHWAB STRATEGIC TR
+$139.4K
3,914
+101%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$137.0K
1,052
-64%
减持
VLO
VALERO ENERGY CORP
-$133.0K
2,424
-35%
减持
MRK
MERCK & CO INC
-$130.3K
8,364
-9%
减持
DHR
DANAHER CORPORATION
-$129.2K
7,869
-1%
增持
UPST
UPSTART HLDGS INC
+$128.6K
32,369
+11%
增持
EFA
ISHARES TR
+$128.3K
16,577
+3%
减持
QUAL
ISHARES TR
+$126.8K
29,158
-5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$126.2K
11,355
+23%
建仓
AOM
ISHARES TR
+$124.6K
3,126
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$123.8K
1,509
增持
TXN
TEXAS INSTRS INC
+$121.7K
5,718
+0%
减持
PFF
ISHARES TR
-$120.7K
7,216
-36%
增持
NOW
SERVICENOW INC
+$120.1K
1,317
+4%
增持
MA
MASTERCARD INCORPORATED
+$119.6K
2,857
+8%
建仓
—
LINDE PLC
+$119.1K
335
增持
CAT
CATERPILLAR INC
-$118.4K
15,028
+1%
增持
MPC
MARATHON PETE CORP
+$116.6K
4,153
+9%
减持
SCHX
SCHWAB STRATEGIC TR
-$112.2K
7,865
-28%
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$108.2K
965
减持
—
MISTER CAR WASH INC
-$108.0K
52,632
-14%
增持
FDX
FEDEX CORP
+$107.4K
1,852
+2%
增持
JPM
JPMORGAN CHASE & CO
+$106.1K
15,986
+8%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$106.1K
3,768
+35%
清仓
—
LINDE PLC
-$106.0K
0
-100%
增持
—
PIONEER NAT RES CO
+$102.9K
570
+866%
减持
DVY
ISHARES TR
-$101.3K
12,174
-4%
清仓
BIL
SPDR SER TR
-$101.1K
0
-100%
增持
LLY
LILLY ELI & CO
-$99.4K
7,405
+3%
增持
GLD
SPDR GOLD TR
+$98.6K
1,276
+60%
减持
ITW
ILLINOIS TOOL WKS INC
+$96.1K
5,199
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$92.5K
12,329
+19%
减持
AMGN
AMGEN INC
-$92.1K
4,119
-1%
减持
CRM
SALESFORCE INC
+$89.5K
1,461
-4%
增持
UNH
UNITEDHEALTH GROUP INC
-$87.7K
1,781
+2%
建仓
CG
CARLYLE GROUP INC
+$86.9K
2,799
增持
SRE
SEMPRA
+$86.9K
1,957
+45%
减持
SHY
ISHARES TR
-$86.1K
2,411
-31%
减持
ABBV
ABBVIE INC
-$86.0K
16,444
-2%
减持
WFC
WELLS FARGO CO NEW
-$84.2K
4,074
-29%
减持
D
DOMINION ENERGY INC
-$81.6K
13,774
-1%
减持
IFRA
ISHARES TR
-$81.5K
18,852
-13%
增持
KR
KROGER CO
+$81.5K
2,375
+196%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$80.9K
5,107
+10%
增持
VGT
VANGUARD WORLD FDS
+$74.5K
500
+35%
减持
SCHO
SCHWAB STRATEGIC TR
-$72.2K
300
-83%
清仓
ICSH
ISHARES TR
-$69.3K
0
-100%
减持
V
VISA INC
+$69.2K
4,733
-1%
建仓
IAI
ISHARES TR
+$68.7K
750
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$68.7K
6,841
-0%
增持
PYPL
PAYPAL HLDGS INC
+$68.5K
2,386
+51%
增持
BX
BLACKSTONE INC
+$66.9K
3,452
+8%
减持
—
EXXON MOBIL CORP
-$65.6K
55,519
-0%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$63.5K
5,203
+462%
减持
VV
VANGUARD INDEX FDS
-$62.8K
406
-49%
减持
SCHZ
SCHWAB STRATEGIC TR
-$62.4K
1,230
-53%
增持
T
AT&T INC
+$62.4K
47,019
+3%
清仓
SHV
ISHARES TR
-$61.6K
0
-100%
建仓
NOBL
PROSHARES TR
+$58.6K
642
增持
BA
BOEING CO
+$58.3K
2,076
+3%
增持
PM
PHILIP MORRIS INTL INC
+$58.0K
4,804
+19%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$57.8K
0
-100%
减持
QCOM
QUALCOMM INC
+$56.9K
6,240
-7%
减持
AMD
ADVANCED MICRO DEVICES INC
+$56.7K
3,078
-19%
增持
VYM
VANGUARD WHITEHALL FDS
+$55.0K
3,621
+20%
清仓
SPTS
SPDR SER TR
-$54.9K
0
-100%
增持
C
CITIGROUP INC
+$54.8K
2,518
+80%
增持
IWM
ISHARES TR
+$54.6K
1,651
+20%
增持
UPS
UNITED PARCEL SERVICE INC
+$54.6K
1,602
+9%
增持
VDE
VANGUARD WORLD FDS
+$54.1K
17,564
+9%
增持
CSCO
CISCO SYS INC
+$52.5K
11,192
+0%
减持
WBD
WARNER BROS DISCOVERY INC
+$52.4K
10,101
-4%
建仓
CNQ
CANADIAN NAT RES LTD
+$52.4K
946
减持
ENPH
ENPHASE ENERGY INC
-$51.8K
210
-42%
建仓
—
MANAGED PORTFOLIO SERIES
+$51.3K
1,296
减持
UNP
UNION PAC CORP
-$51.2K
5,823
-1%
减持
GE
GENERAL ELECTRIC CO
+$51.1K
4,550
-1%
增持
COIN
COINBASE GLOBAL INC
+$50.9K
1,219
+37%
增持
PNW
PINNACLE WEST CAP CORP
+$50.3K
14,953
+0%
减持
IWF
ISHARES TR
+$50.2K
1,916
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$49.4K
1,131
+3%
清仓
TMFG
RBB FD INC
-$49.4K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
+$49.3K
90
-4%
减持
TGNA
TEGNA INC
-$49.0K
10,242
-2%
减持
LOW
LOWES COS INC
-$48.7K
1,733
-13%
增持
NUE
NUCOR CORP
+$48.7K
2,138
+0%
减持
DIS
DISNEY WALT CO
+$48.1K
5,179
-4%
减持
SCHF
SCHWAB STRATEGIC TR
-$48.0K
4,145
-31%
减持
DG
DOLLAR GEN CORP NEW
-$47.8K
1,088
-3%
