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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 10
增持 70
减持 57
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
-$2.6M
2,273,302
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.0M
725,955
+3%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.3M
570,868
+4%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
21,090
+17%
增持
DFAC
DIMENSIONAL ETF TRUST
-$1.1M
1,565,293
+1%
增持
—
EXXON MOBIL CORP
+$936.2K
57,762
+6%
增持
DFAS
DIMENSIONAL ETF TRUST
-$934.1K
2,049,675
+4%
减持
STIP
ISHARES TR
-$889.1K
5,429
-63%
增持
DFGR
DIMENSIONAL ETF TRUST
+$884.8K
104,002
+75%
减持
DFAT
DIMENSIONAL ETF TRUST
-$864.2K
551,763
-2%
减持
MCD
MCDONALDS CORP
-$683.0K
19,210
-0%
增持
GOOG
ALPHABET INC
+$660.7K
25,554
+14%
增持
DFIV
DIMENSIONAL ETF TRUST
+$640.2K
1,136,391
+2%
增持
AAPL
APPLE INC
+$620.6K
128,064
+17%
减持
VTI
VANGUARD INDEX FDS
-$600.3K
63,290
-1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$585.0K
315,867
+13%
增持
DFAI
DIMENSIONAL ETF TRUST
+$562.7K
69,591
+52%
增持
DUHP
DIMENSIONAL ETF TRUST
+$548.1K
284,271
+12%
建仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$547.3K
38,900
建仓
DFLV
DIMENSIONAL ETF TRUST
+$539.4K
21,741
增持
CLX
CLOROX CO DEL
-$528.8K
19,406
+0%
增持
LLY
ELI LILLY & CO
+$513.5K
7,464
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$494.0K
18,504
+119%
减持
RTX
RTX CORPORATION
-$487.7K
7,564
-28%
增持
MSFT
MICROSOFT CORP
-$466.2K
33,543
+3%
增持
CAT
CATERPILLAR INC
+$465.8K
15,355
+1%
减持
JNJ
JOHNSON & JOHNSON
-$463.5K
39,246
-1%
增持
DFIS
DIMENSIONAL ETF TRUST
+$441.9K
608,989
+8%
增持
META
META PLATFORMS INC
+$440.2K
3,793
+56%
增持
GOOGL
ALPHABET INC
+$422.5K
19,719
+9%
建仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
+$392.5K
31,000
减持
BND
VANGUARD BD INDEX FDS
-$380.6K
12,227
-28%
减持
HON
HONEYWELL INTL INC
-$366.4K
15,998
-0%
增持
CVX
CHEVRON CORP NEW
+$360.5K
29,058
+1%
减持
IVV
ISHARES TR
-$352.4K
13,502
-2%
建仓
—
ACCELERATE DIAGNOSTICS INC
+$337.4K
58,680
增持
DFAX
DIMENSIONAL ETF TRUST
+$320.6K
696,170
+6%
减持
AVDE
AMERICAN CENTY ETF TR
-$311.8K
128,161
-1%
减持
QUAL
ISHARES TR
-$309.2K
26,945
-6%
减持
SM
SM ENERGY CO
+$306.5K
38,898
-0%
增持
ABBV
ABBVIE INC
+$297.9K
16,878
+3%
减持
ABT
ABBOTT LABS
-$296.7K
19,005
-3%
清仓
SCHD
SCHWAB STRATEGIC TR
-$283.4K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$279.8K
6,158
-37%
增持
KMB
KIMBERLY-CLARK CORP
-$278.9K
20,648
+3%
增持
AVEM
AMERICAN CENTY ETF TR
-$278.6K
295,026
+0%
建仓
CI
THE CIGNA GROUP
+$274.6K
960
增持
COST
COSTCO WHSL CORP NEW
+$267.4K
6,121
+3%
增持
VOO
VANGUARD INDEX FDS
+$262.4K
5,325
+19%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$255.8K
5,783
建仓
BTZ
BLACKROCK CR ALLOCATION INCO
+$242.6K
25,067
建仓
SCHR
SCHWAB STRATEGIC TR
+$220.1K
4,592
建仓
COP
CONOCOPHILLIPS
+$218.4K
1,823
清仓
NSC
NORFOLK SOUTHN CORP
-$218.3K
0
-100%
清仓
YUM
YUM BRANDS INC
-$216.1K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$216.1K
0
-100%
清仓
DGS
WISDOMTREE TR
-$212.3K
0
-100%
清仓
CHDN
CHURCHILL DOWNS INC
-$209.3K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$209.3K
0
-100%
清仓
CTVA
CORTEVA INC
-$206.7K
0
-100%
增持
AMGN
AMGEN INC
+$206.4K
4,031
+2%
清仓
DFAR
DIMENSIONAL ETF TRUST
-$204.4K
0
-100%
清仓
HSY
HERSHEY CO
-$202.0K
0
-100%
增持
TFLO
ISHARES TR
+$201.9K
31,437
+14%
清仓
LNT
ALLIANT ENERGY CORP
-$201.4K
0
-100%
清仓
GIS
GENERAL MLS INC
-$200.5K
0
-100%
增持
AGG
ISHARES TR
-$196.5K
61,064
+1%
增持
PEP
PEPSICO INC
-$191.5K
12,431
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$188.4K
10,019
-1%
增持
ZION
ZIONS BANCORPORATION N A
+$174.6K
14,909
+16%
减持
VDE
VANGUARD WORLD FDS
+$170.7K
16,182
-3%
增持
WMT
WALMART INC
+$166.2K
6,878
+16%
减持
AXP
AMERICAN EXPRESS CO
-$165.0K
5,161
-4%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$161.0K
3,733
-29%
减持
VNQ
VANGUARD INDEX FDS
-$159.7K
19,444
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$151.3K
24,533
-4%
减持
IFRA
ISHARES TR
-$139.5K
10,516
-22%
增持
AMZN
AMAZON COM INC
-$138.5K
44,983
+0%
减持
PFE
PFIZER INC
-$136.6K
14,545
-14%
减持
DVY
ISHARES TR
-$135.7K
11,285
-5%
增持
MPC
MARATHON PETE CORP
+$133.1K
3,782
+0%
减持
IWD
ISHARES TR
-$132.0K
8,498
-6%
清仓
WBD
WARNER BROS DISCOVERY INC
-$130.8K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$129.9K
3,174
+11%
减持
TXN
TEXAS INSTRS INC
-$127.7K
5,633
-1%
减持
MMM
3M CO
-$126.4K
12,155
-4%
增持
CMCSA
COMCAST CORP NEW
+$124.6K
13,213
+19%
建仓
—
NUVEEN PFD & INCOME SECS FD
+$122.6K
19,875
增持
BKNG
BOOKING HOLDINGS INC
+$118.9K
120
+29%
减持
QQQ
INVESCO QQQ TR
-$116.5K
2,804
-8%
增持
PNW
PINNACLE WEST CAP CORP
-$116.4K
15,156
+0%
增持
GLD
SPDR GOLD TR
+$113.0K
1,986
+56%
减持
VB
VANGUARD INDEX FDS
-$109.5K
7,388
-2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$107.7K
2,059,578
+2%
减持
ITW
ILLINOIS TOOL WKS INC
-$105.8K
5,181
-0%
减持
EFA
ISHARES TR
-$90.5K
16,217
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$89.8K
7,569
-17%
减持
QCOM
QUALCOMM INC
-$89.0K
5,800
-6%
减持
HD
HOME DEPOT INC
-$88.0K
7,576
-1%
增持
MRK
MERCK & CO INC
-$87.1K
8,520
+2%
减持
VBR
VANGUARD INDEX FDS
-$86.8K
2,857
-13%
增持
VBK
VANGUARD INDEX FDS
-$84.3K
5,460
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$79.8K
10,437
-13%
增持
DIHP
DIMENSIONAL ETF TRUST
+$78.3K
367,500
+7%
增持
T
AT&T INC
+$76.5K
50,978
+18%
增持
ADBE
ADOBE INC
+$75.5K
662
+24%
减持
VTV
VANGUARD INDEX FDS
-$75.2K
5,167
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$73.7K
7,150
+3%
增持
NVDA
NVIDIA CORPORATION
+$72.2K
4,003
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$72.1K
1,756
+4%
增持
FDX
FEDEX CORP
+$71.6K
2,021
+8%
增持
D
DOMINION ENERGY INC
-$69.3K
14,418
+5%
增持
NOW
SERVICENOW INC
+$67.0K
1,453
+10%
增持
TSLA
TESLA INC
+$65.4K
6,003
+9%
增持
VLO
VALERO ENERGY CORP
+$59.2K
2,410
+0%
增持
DINO
HF SINCLAIR CORP
+$58.3K
4,719
+0%
增持
BX
BLACKSTONE INC
+$57.1K
3,403
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$56.2K
6,623
-4%
减持
SCHW
SCHWAB CHARLES CORP
-$55.3K
16,024
-3%
增持
PSX
PHILLIPS 66
+$54.7K
2,200
+0%
减持
ORCL
ORACLE CORP
-$50.8K
3,836
-0%
增持
—
MEDTRONIC PLC
-$48.0K
5,938
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$47.0K
1,421
-5%
增持
V
VISA INC
+$46.0K
5,067
+7%
减持
DHR
DANAHER CORPORATION
+$44.4K
7,787
-1%
增持
UPST
UPSTART HLDGS INC
-$43.1K
30,792
+20%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$43.0K
4,941
-1%
增持
INTU
INTUIT
+$42.2K
739
+1%
增持
OXY
OCCIDENTAL PETE CORP
+$41.3K
5,921
+2%
减持
IWF
ISHARES TR
-$40.7K
2,512
-2%
增持
PG
PROCTER AND GAMBLE CO
-$40.6K
13,007
+2%
减持
LOW
LOWES COS INC
-$40.4K
1,680
-3%
减持
ZS
ZSCALER INC
+$39.8K
4,445
-0%
减持
VGT
VANGUARD WORLD FDS
-$39.3K
500
-10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$35.8K
1,095
-3%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$35.7K
6,972
-1%
减持
INTC
INTEL CORP
+$35.2K
18,426
-1%
增持
TJX
TJX COS INC NEW
+$34.8K
4,251
+5%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$33.9K
1,286
-1%
减持
SO
SOUTHERN CO
-$33.9K
4,708
-2%
增持
DFSI
DIMENSIONAL ETF TRUST
+$32.5K
9,617
+20%
减持
SYY
SYSCO CORP
-$32.5K
3,412
-2%
减持
TRV
TRAVELERS COMPANIES INC
-$31.4K
2,344
-2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$30.5K
10,137
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
-$30.1K
3,502
+2%
减持
KO
COCA COLA CO
-$30.0K
5,315
-2%
增持
LMT
LOCKHEED MARTIN CORP
+$28.5K
1,765
+17%
增持
CSCO
CISCO SYS INC
+$27.8K
11,242
+1%
减持
XEL
XCEL ENERGY INC
-$27.5K
4,171
-3%
减持
GWX
SPDR INDEX SHS FDS
-$26.2K
10,120
-4%