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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 26
增持 78
减持 41
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFAS
DIMENSIONAL ETF TRUST
+$17.0M
2,353,208
+4%
增持
DFUS
DIMENSIONAL ETF TRUST
+$10.7M
2,363,926
+2%
增持
DFGR
DIMENSIONAL ETF TRUST
+$9.0M
1,150,985
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。
+19%
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.6M
1,929,916
+8%
增持
DFUV
DIMENSIONAL ETF TRUST
+$8.2M
2,243,112
+3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$7.8M
897,282
+38%
增持
AVUV
AMERICAN CENTY ETF TR
+$7.5M
797,648
+4%
增持
DFIS
DIMENSIONAL ETF TRUST
+$7.2M
1,104,625
+21%
增持
DFIV
DIMENSIONAL ETF TRUST
+$5.2M
1,311,941
+5%
增持
AVDV
AMERICAN CENTY ETF TR
+$5.0M
632,655
+3%
增持
DUHP
DIMENSIONAL ETF TRUST
+$4.8M
601,099
+22%
增持
AAPL
APPLE INC
+$3.9M
144,042
+2%
增持
DIHP
DIMENSIONAL ETF TRUST
+$3.6M
590,790
+22%
增持
DFAX
DIMENSIONAL ETF TRUST
+$3.5M
909,515
+10%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.5M
507,493
-1%
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.2M
25,351
+235%
减持
WWD
WOODWARD INC
-$1.0M
13,135
-31%
增持
AVDE
AMERICAN CENTY ETF TR
+$954.2K
136,995
+4%
减持
MCD
MCDONALDS CORP
+$952.9K
19,360
-0%
增持
CAT
CATERPILLAR INC
+$918.9K
15,591
+0%
减持
AVEM
AMERICAN CENTY ETF TR
+$867.1K
267,806
-0%
减持
AGG
ISHARES TR
+$835.5K
216,848
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$825.0K
20,188
-3%
减持
VTI
VANGUARD INDEX FDS
+$803.5K
53,591
-0%
增持
UPST
UPSTART HLDGS INC
+$799.3K
44,756
+7%
增持
DFSU
DIMENSIONAL ETF TRUST
+$703.1K
43,793
+65%
减持
ABT
ABBOTT LABS
-$694.9K
11,393
-41%
减持
CLX
CLOROX CO DEL
-$678.9K
13,554
-36%
增持
DFAI
DIMENSIONAL ETF TRUST
+$669.7K
143,491
+9%
减持
DFGP
DIMENSIONAL ETF TRUST
+$629.8K
422,791
-1%
减持
JNJ
JOHNSON & JOHNSON
+$571.1K
38,885
-1%
增持
HD
HOME DEPOT INC
+$482.5K
6,797
+3%
增持
VNQ
VANGUARD INDEX FDS
+$441.1K
21,141
+9%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$431.3K
7,006
+8%
减持
TSLA
TESLA INC
+$415.3K
6,614
-0%
减持
ABBV
ABBVIE INC
+$408.5K
16,285
-1%
增持
META
META PLATFORMS INC
+$404.2K
4,188
+6%
增持
GOOG
ALPHABET INC
-$390.2K
24,868
+0%
增持
WMT
WALMART INC
+$383.8K
20,591
+9%
建仓
AVGE
AMERICAN CENTY ETF TR
+$379.9K
5,143
清仓
VTEB
VANGUARD MUN BD FDS
-$376.2K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$361.6K
52,322
+8%
减持
TFLO
ISHARES TR
-$346.3K
14,885
-31%
增持
DFLV
DIMENSIONAL ETF TRUST
+$335.5K
75,694
+10%
增持
DFSI
DIMENSIONAL ETF TRUST
+$330.2K
20,633
+67%
建仓
JNK
SPDR SER TR
+$317.6K
3,248
增持
MSFT
MICROSOFT CORP
-$304.7K
34,587
+2%
增持
AVLV
AMERICAN CENTY ETF TR
+$295.4K
27,355
+14%
减持
INTC
INTEL CORP
-$282.4K
20,667
-17%
建仓
SCHD
SCHWAB STRATEGIC TR
+$281.8K
3,334
清仓
OKE
ONEOK INC NEW
-$277.5K
0
-100%
减持
IVV
ISHARES TR
+$262.1K
11,977
-1%
清仓
—
LAM RESEARCH CORP
-$259.8K
0
-100%
清仓
MTUM
ISHARES TR
-$251.6K
0
-100%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$248.1K
1,385
建仓
CEG
CONSTELLATION ENERGY CORP
+$246.2K
947
建仓
—
AON PLC
+$240.1K
694
减持
SPY
SPDR S&P 500 ETF TR
+$239.5K
9,655
-1%
建仓
SRE
SEMPRA
+$238.9K
2,857
建仓
LNT
ALLIANT ENERGY CORP
+$234.5K
3,864
增持
ORCL
ORACLE CORP
+$234.2K
4,920
+15%
增持
DHR
DANAHER CORPORATION
+$231.2K
7,887
+0%
减持
MMM
3M CO
+$230.2K
10,787
-11%
建仓
USB
US BANCORP DEL
+$229.2K
5,013
建仓
—
LINDE PLC
+$227.5K
477
建仓
AFL
AFLAC INC
+$223.0K
1,995
建仓
MUB
ISHARES TR
+$222.7K
2,050
建仓
AMP
AMERIPRISE FINL INC
+$220.3K
469
建仓
LDOS
LEIDOS HOLDINGS INC
+$219.2K
1,345
建仓
—
ACCENTURE PLC IRELAND
+$216.7K
613
建仓
—
TRANE TECHNOLOGIES PLC
+$214.2K
551
增持
CVX
CHEVRON CORP NEW
-$209.9K
28,827
+1%
建仓
AVIV
AMERICAN CENTY ETF TR
+$209.2K
3,726
建仓
IVE
ISHARES TR
+$207.0K
1,050
建仓
CARR
CARRIER GLOBAL CORPORATION
+$206.4K
2,564
建仓
CTVA
CORTEVA INC
+$204.9K
3,486
增持
NOW
SERVICENOW INC
+$202.6K
1,180
+9%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$202.0K
1,969
建仓
SCHV
SCHWAB STRATEGIC TR
+$201.9K
2,512
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$201.2K
727
建仓
PGR
PROGRESSIVE CORP
+$200.7K
791
建仓
COP
CONOCOPHILLIPS
+$200.1K
1,901
增持
AXP
AMERICAN EXPRESS CO
+$198.9K
4,613
+2%
增持
SCHG
SCHWAB STRATEGIC TR
+$197.6K
7,051
+32%
增持
VZ
VERIZON COMMUNICATIONS INC
+$193.2K
26,900
+9%
增持
VTV
VANGUARD INDEX FDS
+$185.6K
5,095
+16%
减持
ZS
ZSCALER INC
-$179.8K
3,941
-11%
增持
VUG
VANGUARD INDEX FDS
+$177.6K
2,595
+19%
增持
JPM
JPMORGAN CHASE & CO.
+$170.8K
16,318
+1%
增持
GE
GE AEROSPACE
+$170.4K
4,969
+3%
增持
RTX
RTX CORPORATION
+$169.7K
7,620
+2%
增持
NFLX
NETFLIX INC
+$168.1K
689
+45%
增持
MA
MASTERCARD INCORPORATED
+$165.7K
3,029
+0%
增持
DFSE
DIMENSIONAL ETF TRUST
+$165.0K
11,930
+55%
减持
BAC
BANK AMERICA CORP
-$164.3K
16,442
-20%
减持
LMT
LOCKHEED MARTIN CORP
+$159.6K
1,832
-6%
增持
VYM
VANGUARD WHITEHALL FDS
+$158.5K
4,061
+33%
增持
AVGO
BROADCOM INC
+$148.1K
5,845
+990%
增持
T
AT&T INC
+$145.4K
49,321
+0%
减持
NEE
NEXTERA ENERGY INC
-$143.6K
2,563
-50%
增持
QQQ
INVESCO QQQ TR
+$143.0K
4,656
+5%
增持
ITW
ILLINOIS TOOL WKS INC
+$140.0K
5,237
+1%
减持
VB
VANGUARD INDEX FDS
+$138.6K
7,340
-0%
增持
SCHX
SCHWAB STRATEGIC TR
+$136.1K
8,405
+24%
增持
MCK
MCKESSON CORP
-$131.1K
1,530
+1%
减持
PNW
PINNACLE WEST CAP CORP
-$128.0K
5,809
-31%
减持
EFA
ISHARES TR
-$127.4K
13,494
-16%
减持
DVY
ISHARES TR
+$125.3K
10,109
-1%
增持
LLY
ELI LILLY & CO
-$124.0K
8,196
+0%
减持
—
EXXON MOBIL CORP
+$122.4K
58,331
-0%
增持
D
DOMINION ENERGY INC
+$122.2K
13,833
+0%
减持
COST
COSTCO WHSL CORP NEW
+$120.9K
5,770
-2%
增持
UNP
UNION PAC CORP
+$119.9K
5,880
+0%
减持
PG
PROCTER AND GAMBLE CO
+$119.8K
15,122
-0%
减持
BX
BLACKSTONE INC
+$116.1K
3,975
-0%
减持
HON
HONEYWELL INTL INC
-$114.2K
15,882
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$114.1K
1,742
-2%
增持
QCOM
QUALCOMM INC
-$113.5K
6,324
+6%
减持
VOO
VANGUARD INDEX FDS
+$111.9K
4,947
-1%
减持
BND
VANGUARD BD INDEX FDS
-$108.1K
22,634
-10%
增持
BSV
VANGUARD BD INDEX FDS
+$106.5K
13,321
+9%
减持
MRK
MERCK & CO INC
-$104.0K
9,773
-0%
减持
BA
BOEING CO
-$101.9K
1,591
-16%
减持
OXY
OCCIDENTAL PETE CORP
-$101.8K
5,161
-12%
增持
GEV
GE VERNOVA INC
+$100.5K
1,182
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$95.8K
13,627
-20%
增持
TXN
TEXAS INSTRS INC
+$94.8K
5,597
+3%
增持
SBUX
STARBUCKS CORP
+$94.8K
4,644
+1%
减持
VDE
VANGUARD WORLD FD
-$93.7K
14,393
-1%
建仓
WBD
WARNER BROS DISCOVERY INC
+$90.4K
10,963
增持
GWW
GRAINGER W W INC
+$89.8K
651
+0%
增持
CTAS
CINTAS CORP
+$89.7K
2,728
+305%
增持
V
VISA INC
+$89.1K
5,075
+2%
增持
AMZN
AMAZON COM INC
-$88.9K
45,686
+3%
增持
KMB
KIMBERLY-CLARK CORP
+$88.8K
20,192
+0%
增持
PEP
PEPSICO INC
+$87.7K
14,979
+0%
增持
LOW
LOWES COS INC
+$87.7K
1,722
+0%
增持
CSW
CSW INDUSTRIALS INC
+$87.5K
863
+0%
减持
PM
PHILIP MORRIS INTL INC
+$86.5K
5,470
-4%
增持
DHI
D R HORTON INC
+$82.3K
1,487
+4%
增持
SCHW
SCHWAB CHARLES CORP
+$81.9K
15,830
+24%
增持
CRM
SALESFORCE INC
+$81.4K
1,612
+15%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$79.8K
3,561
-21%
增持
TRV
TRAVELERS COMPANIES INC
+$78.5K
2,351
+1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$77.0K
1,850
+16%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$74.4K
3,962
+2%
增持
GLD
SPDR GOLD TR
+$73.5K
1,832
+6%
清仓
CX
CEMEX SAB DE CV
-$71.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$70.1K
11,017
+1%
增持
DLS
WISDOMTREE TR
+$65.3K
4,387
+17%
