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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 21
增持 63
减持 58
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
DFGP
DIMENSIONAL ETF TRUST
+$21.0M
394,746
增持
AGG
ISHARES TR
+$18.4M
243,571
+299%
增持
DFAS
DIMENSIONAL ETF TRUST
+$17.9M
2,104,887
+3%
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
DFGR
DIMENSIONAL ETF TRUST
+$15.1M
672,575
+547%
增持
DFUS
DIMENSIONAL ETF TRUST
+$12.6M
2,284,352
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$10.1M
742,714
+2%
增持
DFUV
DIMENSIONAL ETF TRUST
+$7.4M
2,081,645
+1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.1M
1,579,148
+1%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.7M
588,031
+3%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.3M
1,175,954
+3%
增持
DFIS
DIMENSIONAL ETF TRUST
+$3.3M
690,672
+13%
减持
DFAT
DIMENSIONAL ETF TRUST
+$3.0M
538,685
-2%
减持
AAPL
APPLE INC
+$2.4M
126,302
-1%
增持
MSFT
MICROSOFT CORP
+$2.2M
34,087
+2%
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.9M
372,490
+18%
增持
VTI
VANGUARD INDEX FDS
+$1.8M
64,203
+1%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.7M
316,046
+11%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.7M
398,762
+9%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.7M
306,408
+4%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.4M
698,198
+0%
减持
AMZN
AMAZON COM INC
+$1.0M
44,270
-2%
增持
—
EXXON MOBIL CORP
-$894.4K
58,984
+2%
增持
AVDE
AMERICAN CENTY ETF TR
+$886.5K
132,694
+4%
增持
NVDA
NVIDIA CORPORATION
+$769.8K
5,070
+27%
增持
DFAI
DIMENSIONAL ETF TRUST
+$768.1K
90,263
+30%
增持
LLY
ELI LILLY & CO
+$713.1K
8,101
+9%
增持
MCD
MCDONALDS CORP
+$678.7K
19,356
+1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$599.4K
42,099
+94%
增持
LMT
LOCKHEED MARTIN CORP
+$581.3K
2,875
+63%
增持
JPM
JPMORGAN CHASE & CO
+$553.0K
16,213
+7%
清仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$547.3K
0
-100%
减持
IVV
ISHARES TR
+$543.6K
13,278
-2%
清仓
STIP
ISHARES TR
-$526.2K
0
-100%
减持
PNW
PINNACLE WEST CAP CORP
-$521.9K
8,280
-45%
增持
UPST
UPSTART HLDGS INC
+$505.7K
33,883
+10%
建仓
USMV
ISHARES TR
+$485.3K
6,219
增持
HON
HONEYWELL INTL INC
+$408.1K
16,039
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$398.5K
9,849
-2%
减持
COST
COSTCO WHSL CORP NEW
+$395.7K
5,838
-5%
清仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INC
-$392.5K
0
-100%
增持
HD
HOME DEPOT INC
+$368.9K
7,670
+1%
增持
VB
VANGUARD INDEX FDS
+$347.3K
8,176
+11%
增持
PG
PROCTER AND GAMBLE CO
+$324.9K
15,164
+17%
减持
QUAL
ISHARES TR
+$318.3K
26,297
-2%
建仓
NEE
NEXTERA ENERGY INC
+$316.5K
5,211
增持
AVGO
BROADCOM INC
+$308.8K
488
+72%
增持
QQQ
INVESCO QQQ TR
+$305.1K
3,199
+14%
减持
CAT
CATERPILLAR INC
+$298.3K
15,187
-1%
减持
ZS
ZSCALER INC
+$292.6K
4,442
-0%
建仓
AMAT
APPLIED MATLS INC
+$289.9K
1,789
增持
VUG
VANGUARD INDEX FDS
+$279.0K
2,417
+39%
增持
VNQ
VANGUARD INDEX FDS
+$272.5K
19,733
+1%
减持
VDE
VANGUARD WORLD FDS
-$270.4K
15,182
-6%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$267.2K
11,752
减持
INTC
INTEL CORP
+$258.1K
18,172
-1%
清仓
BTZ
BLACKROCK CR ALLOCATION INCO
-$242.6K
0
-100%
建仓
—
BLACKROCK INC
+$235.9K
291
建仓
—
CHUBB LIMITED
+$231.4K
1,024
建仓
NSC
NORFOLK SOUTHN CORP
+$227.8K
964
建仓
NFLX
NETFLIX INC
+$223.5K
459
减持
ABT
ABBOTT LABS
+$222.5K
18,744
-1%
减持
UNP
UNION PAC CORP
+$222.5K
5,860
-2%
建仓
URI
UNITED RENTALS INC
+$221.3K
386
清仓
COP
CONOCOPHILLIPS
-$218.4K
0
-100%
建仓
DHI
D R HORTON INC
+$217.3K
1,430
清仓
—
AON PLC
-$216.6K
0
-100%
建仓
ESML
ISHARES TR
+$213.2K
5,608
建仓
VLTO
VERALTO CORP
+$212.6K
2,584
增持
QCOM
QUALCOMM INC
+$212.5K
5,923
+2%
建仓
USB
US BANCORP DEL
+$211.6K
4,890
减持
CLX
CLOROX CO DEL
+$207.9K
19,295
-1%
建仓
WFC
WELLS FARGO CO NEW
+$206.5K
4,195
建仓
SRE
SEMPRA
+$205.1K
2,744
建仓
YUM
YUM BRANDS INC
+$203.3K
1,556
建仓
CHDN
CHURCHILL DOWNS INC
+$202.8K
1,503
建仓
ADI
ANALOG DEVICES INC
+$202.7K
1,021
建仓
SCHF
SCHWAB STRATEGIC TR
+$200.9K
5,436
增持
AMD
ADVANCED MICRO DEVICES INC
+$193.7K
3,757
+7%
增持
BND
VANGUARD BD INDEX FDS
+$192.5K
14,218
+16%
减持
MMM
3M CO
+$186.1K
12,112
-0%
增持
CVS
CVS HEALTH CORP
+$183.0K
16,880
+2%
减持
WMT
WALMART INC
-$170.9K
5,893
-14%
增持
V
VISA INC
+$164.1K
5,107
+1%
增持
ITW
ILLINOIS TOOL WKS INC
+$164.1K
5,182
+0%
减持
—
MISTER CAR WASH INC
+$163.4K
52,404
-0%
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$161.9K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$157.3K
31,794
+9%
减持
SCHW
SCHWAB CHARLES CORP
+$150.0K
14,967
-7%
增持
TSLA
TESLA INC
+$142.6K
6,619
+10%
减持
VBK
VANGUARD INDEX FDS
+$141.2K
5,421
-1%
减持
META
META PLATFORMS INC
+$139.8K
3,612
-5%
增持
MRK
MERCK & CO INC
+$137.6K
9,308
+9%
减持
ZION
ZIONS BANCORPORATION N A
+$133.8K
14,908
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$133.0K
6,947
-3%
增持
GE
GENERAL ELECTRIC CO
+$131.6K
4,953
+9%
增持
CTAS
CINTAS CORP
+$127.1K
669
+17%
增持
ABBV
ABBVIE INC
+$125.3K
17,043
+1%
增持
DHR
DANAHER CORPORATION
-$123.8K
7,816
+0%
清仓
—
NUVEEN PFD & INCOME SECS FD
-$122.6K
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC
+$119.9K
10,535
减持
BA
BOEING CO
+$117.6K
1,905
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
+$115.5K
24,153
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$109.8K
18,549
+0%
减持
AXP
AMERICAN EXPRESS CO
+$107.9K
4,686
-9%
减持
NOW
SERVICENOW INC
-$105.0K
1,001
-31%
增持
T
AT&T INC
+$101.6K
51,685
+1%
减持
CMCSA
COMCAST CORP NEW
-$98.5K
11,115
-16%
减持
DVY
ISHARES TR
+$93.8K
11,163
-1%
减持
EFA
ISHARES TR
+$84.3K
15,952
-2%
增持
BX
BLACKSTONE INC
+$84.2K
3,428
+1%
减持
INTU
INTUIT
+$82.4K
736
-0%
减持
CRM
SALESFORCE INC
+$80.6K
1,416
-2%
减持
GS
GOLDMAN SACHS GROUP INC
+$78.9K
1,388
-2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$77.0K
4,129
+11%
减持
MO
ALTRIA GROUP INC
-$71.6K
7,554
-16%
增持
BSV
VANGUARD BD INDEX FDS
+$69.4K
6,912
+12%
减持
IWF
ISHARES TR
+$67.9K
2,428
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$67.7K
4,903
-1%
增持
MDLZ
MONDELEZ INTL INC
+$66.6K
4,239
+22%
增持
VBR
VANGUARD INDEX FDS
+$66.3K
2,900
+2%
减持
GLD
SPDR GOLD TR
-$64.8K
1,442
-27%
增持
ADBE
ADOBE INC
+$64.6K
674
+2%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$64.2K
6,996
+0%
减持
RTX
RTX CORPORATION
+$64.1K
7,232
-4%
减持
FDX
FEDEX CORP
-$63.1K
1,867
-8%
增持
DFSV
DIMENSIONAL ETF TRUST
+$62.6K
15,463
+1%
减持
TRV
TRAVELERS COMPANIES INC
+$59.9K
2,324
-1%
减持
LII
LENNOX INTL INC
+$58.8K
810
-0%
减持
CX
CEMEX SAB DE CV
-$58.4K
11,118
-50%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$56.1K
1,268
-1%
减持
CSCO
CISCO SYS INC
-$54.9K
10,876
-3%
减持
KMB
KIMBERLY-CLARK CORP
-$53.6K
20,094
-3%
减持
TXN
TEXAS INSTRS INC
+$53.1K
5,566
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$51.9K
6,480
-2%
减持
VFH
VANGUARD WORLD FDS
-$50.9K
3,140
-26%
减持
GOOG
ALPHABET INC
+$50.1K
24,263
-5%
增持
—
CALAVO GROWERS INC
+$48.9K
11,509
+0%
增持
IWR
ISHARES TR
+$46.3K
5,325
+0%
增持
IJR
ISHARES TR
+$45.3K
2,995
+1%
增持
PFE
PFIZER INC
-$44.1K
15,227
+5%
增持
PFF
ISHARES TR
+$42.4K
9,117
+14%
减持
ISRG
INTUITIVE SURGICAL INC
+$42.2K
1,067
-2%
减持
MCK
MCKESSON CORP
+$41.4K
1,512
-0%
减持
BAC
BANK AMERICA CORP
-$41.2K
19,346
-24%
减持
GOOGL
ALPHABET INC
-$36.1K
18,214
-8%
减持
OXY
OCCIDENTAL PETE CORP
-$34.5K
5,855
-1%
减持
AMGN
AMGEN INC
+$33.0K
3,876
-4%
减持
IFRA
ISHARES TR
+$32.7K
10,366
-1%
减持
IWD
ISHARES TR
+$30.2K
7,990
-6%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$29.8K
988
-10%