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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 19
增持 78
减持 45
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
DFUS
DIMENSIONAL ETF TRUST
+$11.3M
2,276,910
-0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$9.3M
2,120,588
+2%
增持
DFAS
DIMENSIONAL ETF TRUST
+$9.0M
2,157,950
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。
+3%
增持
DFAC
DIMENSIONAL ETF TRUST
+$6.9M
1,661,448
+5%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.9M
1,206,165
+3%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.2M
746,119
+0%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.8M
599,838
+2%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.2M
756,908
+8%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.2M
354,642
+12%
增持
AAPL
APPLE INC
-$2.1M
129,356
+2%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.1M
448,942
+21%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.8M
739,189
+7%
增持
CAT
CATERPILLAR INC
+$1.8M
17,175
+13%
增持
LLY
ELI LILLY & CO
+$1.6M
8,145
+1%
减持
MSFT
MICROSOFT CORP
+$1.4M
33,743
-1%
减持
VTI
VANGUARD INDEX FDS
-$1.3M
53,593
-17%
减持
NVDA
NVIDIA CORPORATION
+$1.3M
4,181
-18%
减持
AMZN
AMAZON COM INC
+$1.2M
43,940
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
20,234
-3%
增持
DFGR
DIMENSIONAL ETF TRUST
+$1.0M
724,433
+8%
增持
DIHP
DIMENSIONAL ETF TRUST
+$906.9K
413,479
+4%
增持
DFAI
DIMENSIONAL ETF TRUST
+$794.0K
111,818
+24%
减持
AGG
ISHARES TR
-$790.8K
238,755
-2%
减持
—
EXXON MOBIL CORP
+$790.6K
57,535
-2%
增持
VOO
VANGUARD INDEX FDS
+$786.1K
6,031
+25%
减持
AVEM
AMERICAN CENTY ETF TR
-$738.5K
285,367
-7%
增持
DFGP
DIMENSIONAL ETF TRUST
+$682.8K
406,669
+3%
增持
IVV
ISHARES TR
+$667.2K
13,332
+0%
减持
SCHX
SCHWAB STRATEGIC TR
-$624.0K
6,803
-63%
减持
TSLA
TESLA INC
-$601.6K
5,934
-10%
增持
META
META PLATFORMS INC
+$575.9K
3,819
+6%
增持
JPM
JPMORGAN CHASE & CO
+$495.9K
16,245
+0%
增持
BND
VANGUARD BD INDEX FDS
+$493.3K
21,190
+49%
增持
CLX
CLOROX CO DEL
+$487.2K
21,151
+10%
增持
DFLV
DIMENSIONAL ETF TRUST
+$478.2K
53,917
+28%
增持
SCHF
SCHWAB STRATEGIC TR
+$465.4K
17,076
+214%
增持
COST
COSTCO WHSL CORP NEW
+$442.8K
5,865
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$432.5K
9,776
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$422.4K
1,936
-33%
减持
AVDE
AMERICAN CENTY ETF TR
+$422.2K
132,427
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$385.7K
524,987
-3%
建仓
VTEB
VANGUARD MUN BD FDS
+$370.0K
7,312
减持
QUAL
ISHARES TR
+$366.9K
25,776
-2%
减持
ABBV
ABBVIE INC
+$341.5K
16,379
-4%
建仓
DFAW
DIMENSIONAL ETF TRUST
+$333.0K
5,631
增持
BSV
VANGUARD BD INDEX FDS
+$313.9K
11,038
+60%
增持
QQQ
INVESCO QQQ TR
+$311.2K
3,651
+14%
增持
UPST
UPSTART HLDGS INC
-$309.6K
39,971
+18%
增持
GOOG
ALPHABET INC
+$302.9K
24,447
+1%
建仓
SCHA
SCHWAB STRATEGIC TR
+$301.5K
6,123
清仓
VFH
VANGUARD WORLD FDS
-$289.7K
0
-100%
减持
MCD
MCDONALDS CORP
-$289.3K
19,330
-0%
建仓
OKE
ONEOK INC NEW
+$274.0K
3,418
增持
MPC
MARATHON PETE CORP
+$273.4K
4,142
+10%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$268.7K
0
-100%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$257.3K
9,617
增持
GOOGL
ALPHABET INC
+$256.0K
18,554
+2%
建仓
SCHD
SCHWAB STRATEGIC TR
+$255.6K
3,170
减持
SCHW
SCHWAB CHARLES CORP
-$249.5K
10,786
-28%
建仓
DFSE
DIMENSIONAL ETF TRUST
+$247.7K
7,692
增持
PG
PROCTER AND GAMBLE CO
+$245.5K
15,208
+0%
减持
HD
HOME DEPOT INC
+$244.2K
7,566
-1%
建仓
MTUM
ISHARES TR
+$241.9K
1,291
减持
CVX
CHEVRON CORP NEW
-$239.7K
28,545
-10%
增持
GE
GENERAL ELECTRIC CO
+$238.1K
4,958
+0%
清仓
UPS
UNITED PARCEL SERVICE INC
-$230.8K
0
-100%
建仓
—
LAM RESEARCH CORP
+$229.3K
236
清仓
SCHR
SCHWAB STRATEGIC TR
-$226.0K
0
-100%
建仓
—
AON PLC
+$225.3K
675
建仓
—
ACCENTURE PLC IRELAND
+$221.1K
638
建仓
TSCO
TRACTOR SUPPLY CO
+$218.5K
835
增持
MRK
MERCK & CO INC
+$218.2K
9,344
+0%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$212.8K
2,471
建仓
COP
CONOCOPHILLIPS
+$207.2K
1,628
建仓
CPRT
COPART INC
+$205.8K
3,553
清仓
SRE
SEMPRA
-$205.1K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$204.2K
4,200
+12%
清仓
YUM
YUM BRANDS INC
-$203.3K
0
-100%
清仓
CHDN
CHURCHILL DOWNS INC
-$202.8K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$202.5K
950
建仓
CSW
CSW INDUSTRIALS INC
+$202.2K
862
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$202.1K
179
增持
DIS
DISNEY WALT CO
+$202.0K
5,531
+5%
减持
AXP
AMERICAN EXPRESS CO
+$177.9K
4,637
-1%
增持
WMT
WALMART INC
+$175.2K
18,352
+211%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$160.5K
6,790
-2%
减持
VDE
VANGUARD WORLD FD
+$156.4K
14,707
-3%
减持
KMB
KIMBERLY-CLARK CORP
+$155.8K
20,081
-0%
减持
MA
MASTERCARD INCORPORATED
+$154.5K
2,990
-1%
增持
V
VISA INC
+$152.9K
5,312
+4%
增持
DHR
DANAHER CORPORATION
+$147.4K
7,831
+0%
增持
DFSU
DIMENSIONAL ETF TRUST
+$146.0K
24,054
+10%
减持
QCOM
QUALCOMM INC
+$145.6K
5,920
-0%
减持
BA
BOEING CO
-$135.3K
1,872
-2%
减持
ZS
ZSCALER INC
-$128.7K
4,441
-0%
增持
ORCL
ORACLE CORP
+$126.3K
4,198
+10%
增持
BAC
BANK AMERICA CORP
+$122.6K
20,411
+6%
增持
MCK
MCKESSON CORP
+$122.1K
1,531
+1%
增持
AVGO
BROADCOM INC
+$121.9K
503
+3%
增持
RTX
RTX CORPORATION
+$120.9K
7,479
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$120.2K
24,567
+2%
增持
INTC
INTEL CORP
+$120.1K
23,394
+29%
清仓
WBD
WARNER BROS DISCOVERY INC
-$119.9K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$119.6K
3,920
-20%
增持
ABT
ABBOTT LABS
+$111.0K
19,129
+2%
减持
—
MISTER CAR WASH INC
-$110.0K
44,233
-16%
减持
HON
HONEYWELL INTL INC
-$105.4K
15,874
-1%
减持
VBK
VANGUARD INDEX FDS
+$102.5K
5,420
-0%
增持
NOW
SERVICENOW INC
+$100.9K
1,060
+6%
增持
TRV
TRAVELERS COMPANIES INC
+$92.4K
2,325
+0%
增持
TFLO
ISHARES TR
+$90.6K
32,725
+5%
减持
VLO
VALERO ENERGY CORP
+$86.5K
2,336
-3%
增持
IWF
ISHARES TR
+$82.6K
2,429
+0%
增持
CRM
SALESFORCE INC
+$81.0K
1,506
+6%
增持
LOW
LOWES COS INC
+$78.4K
1,696
+7%
增持
FDX
FEDEX CORP
+$74.4K
1,887
+1%
增持
EFA
ISHARES TR
+$73.3K
15,969
+0%
减持
VNQ
VANGUARD INDEX FDS
-$72.7K
19,322
-2%
减持
AMAT
APPLIED MATLS INC
+$72.0K
1,755
-2%
增持
URI
UNITED RENTALS INC
+$70.0K
404
+5%
减持
CVS
CVS HEALTH CORP
-$68.6K
15,851
-6%
增持
DFSI
DIMENSIONAL ETF TRUST
+$67.0K
11,138
+16%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$61.0K
4,396
+6%
增持
NFLX
NETFLIX INC
+$57.7K
463
+1%
增持
CTAS
CINTAS CORP
+$57.1K
670
+0%
减持
PFE
PFIZER INC
-$54.7K
13,825
-9%
增持
SYK
STRYKER CORPORATION
+$52.8K
899
+0%
增持
COR
CENCORA INC
+$51.5K
1,358
+0%
增持
ADBE
ADOBE INC
-$51.4K
695
+3%
建仓
REAX
THE REAL BROKERAGE INC
+$48.7K
15,617
减持
CI
THE CIGNA GROUP
+$47.4K
913
-4%
减持
PSX
PHILLIPS 66
+$46.8K
1,998
-5%
增持
OXY
OCCIDENTAL PETE CORP
+$43.1K
6,043
+3%
增持
TJX
TJX COS INC NEW
+$42.0K
4,214
+3%
增持
VBR
VANGUARD INDEX FDS
+$41.3K
2,935
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$40.7K
6,882
+6%
增持
WFC
WELLS FARGO CO NEW
+$39.4K
4,242
+1%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$38.5K
6,557
-6%
增持
GLD
SPDR GOLD TR
+$38.1K
1,525
+6%
增持
—
CHUBB LIMITED
+$37.6K
1,038
+1%
减持
TROW
PRICE T ROWE GROUP INC
+$36.9K
2,711
-1%
增持
PFF
ISHARES TR
+$36.2K
9,947
+9%
减持
XEL
XCEL ENERGY INC
-$36.1K
4,204
-1%
增持
ESML
ISHARES TR
+$36.1K
6,189
+10%
增持
LII
LENNOX INTL INC
+$34.9K
813
+0%
增持
ITW
ILLINOIS TOOL WKS INC
+$34.5K
5,187
+0%
减持
IWR
ISHARES TR
+$32.4K
5,307
-0%
减持
GWX
SPDR INDEX SHS FDS
-$31.4K
8,930
-12%
增持
D
DOMINION ENERGY INC
+$30.2K
13,777
+0%
增持
—
MEDTRONIC PLC
+$29.8K
5,787
+0%