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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 4
增持 47
减持 79
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
DUHP
DIMENSIONAL ETF TRUST
+$3.8M
718,205
+19%
增持
DFAS
DIMENSIONAL ETF TRUST
+$3.7M
2,402,548
+2%
增持
DFAE
DIMENSIONAL ETF TRUST
+$3.7M
1,115,590
+24%
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
DFAC
DIMENSIONAL ETF TRUST
+$3.1M
2,001,392
+4%
增持
AVDV
AMERICAN CENTY ETF TR
-$2.4M
649,432
+3%
减持
DFUS
DIMENSIONAL ETF TRUST
+$2.3M
2,343,045
-1%
增持
DFIS
DIMENSIONAL ETF TRUST
+$2.1M
1,293,194
+17%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.0M
50,795
+554%
减持
AAPL
APPLE INC
+$2.0M
141,969
-1%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.7M
717,758
+21%
增持
AVEM
AMERICAN CENTY ETF TR
-$1.4M
270,637
+1%
减持
AMZN
AMAZON COM INC
+$1.4M
45,086
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
-$1.3M
1,372,127
+5%
增持
DFGR
DIMENSIONAL ETF TRUST
+$978.7K
1,338,925
+16%
增持
AVUV
AMERICAN CENTY ETF TR
+$946.0K
802,656
+1%
增持
LLY
ELI LILLY & CO
-$909.9K
8,227
+0%
减持
JNJ
JOHNSON & JOHNSON
-$809.9K
37,974
-2%
增持
DFAX
DIMENSIONAL ETF TRUST
-$802.7K
955,886
+5%
减持
TSLA
TESLA INC
+$689.8K
5,993
-9%
清仓
ZS
ZSCALER INC
-$673.7K
0
-100%
减持
CAT
CATERPILLAR INC
-$614.7K
15,115
-3%
减持
—
EXXON MOBIL CORP
-$606.3K
57,928
-1%
减持
CLX
CLOROX CO DEL
-$494.0K
10,554
-22%
增持
DFAW
DIMENSIONAL ETF TRUST
+$491.9K
33,632
+33%
减持
NVDA
NVIDIA CORPORATION
+$453.5K
50,692
-3%
减持
DHR
DANAHER CORPORATION
-$428.7K
7,685
-3%
减持
DFAT
DIMENSIONAL ETF TRUST
-$415.7K
499,751
-2%
增持
AVDE
AMERICAN CENTY ETF TR
-$409.7K
142,954
+4%
建仓
ISCF
ISHARES TR
+$406.6K
12,595
减持
GOOG
ALPHABET INC
-$392.9K
19,769
-21%
减持
GOOGL
ALPHABET INC
+$382.3K
19,755
-2%
减持
JPM
JPMORGAN CHASE & CO.
+$380.9K
15,943
-2%
增持
VTI
VANGUARD INDEX FDS
+$376.7K
53,661
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$343.0K
1,498
-18%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$327.2K
19,777
-2%
减持
PEP
PEPSICO INC
-$315.2K
14,678
-2%
增持
ABBV
ABBVIE INC
-$304.9K
16,382
+1%
减持
HON
HONEYWELL INTL INC
+$303.4K
15,876
-0%
清仓
—
BLACKROCK INC
-$279.2K
0
-100%
增持
DFLV
DIMENSIONAL ETF TRUST
+$277.0K
86,885
+15%
建仓
BLK
BLACKROCK INC
+$274.8K
268
减持
CVS
CVS HEALTH CORP
-$271.9K
14,748
-1%
增持
DFSU
DIMENSIONAL ETF TRUST
+$266.7K
49,997
+14%
清仓
ELV
ELEVANCE HEALTH INC
-$263.1K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$262.1K
5,869
+2%
减持
AMGN
AMGEN INC
-$260.2K
3,536
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$251.1K
1,517
-13%
清仓
—
DUPONT DE NEMOURS INC
-$248.9K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$246.2K
0
-100%
建仓
QTUM
ETF SER SOLUTIONS
+$244.3K
3,011
增持
SCHX
SCHWAB STRATEGIC TR
-$244.3K
14,063
+67%
减持
AVGO
BROADCOM INC
+$229.8K
5,340
-9%
清仓
—
LINDE PLC
-$227.5K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$227.3K
20,189
-0%
增持
MCD
MCDONALDS CORP
-$225.4K
19,559
+1%
清仓
AFL
AFLAC INC
-$223.0K
0
-100%
清仓
LDOS
LEIDOS HOLDINGS INC
-$219.2K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$216.7K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$210.9K
3,423
-10%
清仓
ADI
ANALOG DEVICES INC
-$210.4K
0
-100%
清仓
AVIV
AMERICAN CENTY ETF TR
-$209.2K
0
-100%
清仓
DINO
HF SINCLAIR CORP
-$208.3K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$206.4K
0
-100%
清仓
CTVA
CORTEVA INC
-$204.9K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$204.1K
2,657
增持
WMT
WALMART INC
+$203.2K
20,652
+0%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$202.0K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$201.9K
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$201.2K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$200.7K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$199.8K
4,836
+4%
减持
HD
HOME DEPOT INC
-$197.6K
6,572
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$189.6K
25,469
-5%
减持
VDE
VANGUARD WORLD FD
-$174.3K
13,094
-9%
增持
MSFT
MICROSOFT CORP
-$173.8K
34,896
+1%
增持
AGG
ISHARES TR
-$166.4K
224,910
+4%
增持
VNQ
VANGUARD INDEX FDS
-$157.7K
21,350
+1%
减持
VTV
VANGUARD INDEX FDS
-$157.7K
4,322
-15%
减持
INTC
INTEL CORP
-$155.9K
16,408
-21%
减持
V
VISA INC
+$141.8K
4,864
-4%
减持
GE
GE AEROSPACE
-$137.8K
4,792
-4%
增持
NFLX
NETFLIX INC
+$135.2K
700
+2%
减持
QCOM
QUALCOMM INC
-$133.7K
6,130
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$132.5K
907
-7%
减持
UPST
UPSTART HLDGS INC
+$130.0K
31,195
-30%
减持
IWD
ISHARES TR
-$129.1K
5,688
-9%
清仓
F
FORD MTR CO
-$126.8K
0
-100%
减持
QUAL
ISHARES TR
-$124.3K
23,563
-2%
增持
AXP
AMERICAN EXPRESS CO
+$122.2K
4,627
+0%
减持
VYM
VANGUARD WHITEHALL FDS
-$121.9K
3,125
-23%
减持
LOW
LOWES COS INC
-$118.7K
1,409
-18%
减持
AMAT
APPLIED MATLS INC
-$117.4K
1,554
-15%
增持
MCK
MCKESSON CORP
+$116.3K
1,531
+0%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$114.8K
6,213
-5%
减持
SPY
SPDR S&P 500 ETF TR
+$114.2K
9,647
-0%
减持
TXN
TEXAS INSTRS INC
-$109.7K
5,581
-0%
减持
UNP
UNION PAC CORP
-$109.6K
5,874
-0%
减持
PG
PROCTER AND GAMBLE CO
-$109.6K
14,969
-1%
增持
EFA
ISHARES TR
-$107.8K
13,500
+0%
减持
MMM
3M CO
-$107.2K
10,593
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$106.4K
12,188
-9%
减持
ZION
ZIONS BANCORPORATION N A
+$104.1K
14,870
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$104.0K
16,756
+25%
增持
CRM
SALESFORCE INC
+$103.5K
1,630
+1%
减持
VB
VANGUARD INDEX FDS
-$103.3K
6,816
-7%
减持
CMCSA
COMCAST CORP NEW
-$103.3K
10,110
-13%
增持
DFUV
DIMENSIONAL ETF TRUST
+$100.0K
2,287,765
+2%
增持
MRK
MERCK & CO INC
-$93.0K
10,221
+5%
减持
BND
VANGUARD BD INDEX FDS
-$92.0K
22,361
-1%
减持
MDLZ
MONDELEZ INTL INC
-$90.5K
3,946
-11%
清仓
WBD
WARNER BROS DISCOVERY INC
-$90.4K
0
-100%
减持
MPC
MARATHON PETE CORP
-$88.9K
3,719
-0%
减持
GS
GOLDMAN SACHS GROUP INC
+$88.8K
1,357
-2%
减持
CVX
CHEVRON CORP NEW
-$85.0K
28,724
-0%
增持
SCHF
SCHWAB STRATEGIC TR
-$83.5K
25,777
+89%
减持
IDV
ISHARES TR
-$83.0K
7,950
-20%
增持
PFE
PFIZER INC
+$82.9K
19,706
+30%
减持
RTX
RTX CORPORATION
-$82.7K
7,263
-5%
减持
ORCL
ORACLE CORP
-$81.7K
4,541
-8%
减持
VBR
VANGUARD INDEX FDS
-$79.2K
2,768
-11%
增持
CSCO
CISCO SYS INC
+$78.5K
11,230
+2%
减持
DHI
D R HORTON INC
-$77.6K
1,474
-1%
减持
ABT
ABBOTT LABS
-$76.8K
10,804
-5%
增持
BX
BLACKSTONE INC
+$76.8K
3,976
+0%
减持
MRSH
MARSH & MCLENNAN COS INC
-$75.4K
1,588
-14%
减持
CI
THE CIGNA GROUP
-$74.9K
854
-5%
减持
INTU
INTUIT
-$71.1K
624
-16%
减持
CTAS
CINTAS CORP
-$69.8K
2,692
-1%
减持
ADBE
ADOBE INC
-$69.0K
625
-7%
减持
GEV
GE VERNOVA INC
+$67.7K
1,122
-5%
减持
PPG
PPG INDS INC
-$67.6K
3,890
-3%
减持
WWD
WOODWARD INC
-$67.2K
13,133
-0%
增持
T
AT&T INC
+$65.3K
50,520
+2%
增持
DFGP
DIMENSIONAL ETF TRUST
-$61.3K
439,797
+4%
减持
ITW
ILLINOIS TOOL WKS INC
-$60.0K
5,176
-1%
减持
IEFA
ISHARES TR
-$59.8K
5,472
-4%
增持
NUE
NUCOR CORP
-$58.9K
2,157
+4%
减持
NOW
SERVICENOW INC
+$58.8K
1,051
-11%
减持
URI
UNITED RENTALS INC
-$56.7K
377
-5%
减持
DIS
DISNEY WALT CO
+$54.8K
5,873
-6%
减持
BAC
BANK AMERICA CORP
+$53.5K
16,062
-2%
减持
PNW
PINNACLE WEST CAP CORP
-$52.5K
5,451
-6%
减持
BKNG
BOOKING HOLDINGS INC
+$51.6K
85
-3%
增持
USB
US BANCORP DEL
+$50.3K
5,845
+17%
减持
SBUX
STARBUCKS CORP
-$50.0K
4,413
-5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$50.0K
1,361
+8%
增持
—
MEDTRONIC PLC
-$49.3K
5,345
+1%
减持
—
CALAVO GROWERS INC
-$46.8K
10,605
-5%
增持
SCHG
SCHWAB STRATEGIC TR
+$46.0K
28,008
+297%
减持
—
CHUBB LIMITED
-$44.9K
950
-11%