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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 16
增持 57
减持 62
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
EBI
RBB FUND TRUST
+$16.3M
344,988
增持
DUHP
DIMENSIONAL ETF TRUST
+$9.2M
1,010,553
+41%
增持
DFAS
DIMENSIONAL ETF TRUST
-$9.2M
2,462,758
+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
DFUV
DIMENSIONAL ETF TRUST
+$8.4M
2,475,796
+8%
增持
DFGR
DIMENSIONAL ETF TRUST
+$8.3M
1,619,556
+21%
增持
DFIV
DIMENSIONAL ETF TRUST
+$7.3M
1,422,982
+4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$7.1M
1,366,603
+23%
增持
DIHP
DIMENSIONAL ETF TRUST
+$4.9M
853,965
+19%
增持
DFIS
DIMENSIONAL ETF TRUST
+$4.7M
1,411,360
+9%
减持
AAPL
APPLE INC
-$4.6M
139,264
-2%
增持
AVDV
AMERICAN CENTY ETF TR
+$4.0M
663,126
+2%
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.6M
488,873
-2%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.1M
986,778
+3%
增持
AVUV
AMERICAN CENTY ETF TR
-$2.1M
865,098
+8%
减持
NVDA
NVIDIA CORPORATION
-$2.0M
44,177
-13%
减持
MSFT
MICROSOFT CORP
-$1.8M
34,387
-1%
减持
AMZN
AMAZON COM INC
-$1.8M
42,635
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.7M
20,012
+1%
增持
DFGP
DIMENSIONAL ETF TRUST
+$1.4M
460,310
+5%
增持
DFAC
DIMENSIONAL ETF TRUST
-$1.3M
2,057,834
+3%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
41,070
+8%
减持
DHR
DANAHER CORPORATION
-$1.2M
2,515
-67%
增持
BSV
VANGUARD BD INDEX FDS
+$1.2M
27,417
+125%
减持
TSLA
TESLA INC
-$1.1M
5,089
-15%
增持
AVDE
AMERICAN CENTY ETF TR
+$992.3K
147,358
+3%
减持
GOOGL
ALPHABET INC
-$988.9K
17,788
-10%
建仓
NYF
ISHARES TR
+$984.5K
18,698
减持
GOOG
ALPHABET INC
-$957.6K
17,968
-9%
增持
DFAI
DIMENSIONAL ETF TRUST
+$876.7K
174,725
+11%
增持
DFLV
DIMENSIONAL ETF TRUST
+$865.3K
113,655
+31%
减持
VTI
VANGUARD INDEX FDS
-$859.9K
53,455
-0%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
增持
DFUS
DIMENSIONAL ETF TRUST
+$781.8K
2,482,654
+6%
减持
CVX
CHEVRON CORP NEW
+$590.8K
28,401
-1%
减持
—
EXXON MOBIL CORP
+$567.1K
57,163
-1%
增持
MCD
MCDONALDS CORP
+$535.3K
19,865
+2%
减持
CAT
CATERPILLAR INC
-$506.5K
15,090
-0%
增持
BND
VANGUARD BD INDEX FDS
+$458.5K
28,135
+26%
增持
BIV
VANGUARD BD INDEX FDS
+$452.6K
12,531
+85%
减持
SPY
SPDR S&P 500 ETF TR
-$443.5K
9,315
-3%
减持
VDE
VANGUARD WORLD FD
-$424.9K
8,970
-31%
清仓
DFSE
DIMENSIONAL ETF TRUST
-$420.3K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$417.1K
6,127
+4%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$413.4K
0
-100%
建仓
IUSB
ISHARES TR
+$411.5K
8,930
减持
MA
MASTERCARD INCORPORATED
-$397.5K
1,954
-30%
减持
AGG
ISHARES TR
+$392.4K
224,285
-0%
建仓
USFR
WISDOMTREE TR
+$380.5K
7,560
减持
IVV
ISHARES TR
-$367.3K
11,693
-1%
减持
AVGO
BROADCOM INC
-$357.0K
5,262
-1%
清仓
LOW
LOWES COS INC
-$347.7K
0
-100%
减持
SM
SM ENERGY CO
-$345.7K
38,799
-0%
减持
LLY
ELI LILLY & CO
+$332.9K
8,093
-2%
减持
CRM
SALESFORCE INC
-$325.1K
819
-50%
减持
HON
HONEYWELL INTL INC
-$310.2K
15,471
-3%
增持
IEFA
ISHARES TR
+$309.1K
9,169
+68%
增持
DFSD
DIMENSIONAL ETF TRUST
+$300.5K
56,434
+11%
减持
ABBV
ABBVIE INC
+$289.5K
15,276
-7%
清仓
JNK
SPDR SER TR
-$278.8K
0
-100%
减持
CVS
CVS HEALTH CORP
+$275.0K
13,830
-6%
减持
UNH
UNITEDHEALTH GROUP INC
-$273.5K
943
-38%
减持
ISRG
INTUITIVE SURGICAL INC
-$273.3K
600
-45%
建仓
RAA
ETF OPPORTUNITIES TRUST
+$269.1K
11,165
增持
RTX
RTX CORPORATION
+$265.0K
8,346
+15%
减持
ORCL
ORACLE CORP
-$264.6K
3,520
-22%
清仓
—
CHUBB LIMITED
-$262.5K
0
-100%
清仓
VLTO
VERALTO CORP
-$261.2K
0
-100%
减持
AVEM
AMERICAN CENTY ETF TR
+$260.4K
268,758
-1%
清仓
AMAT
APPLIED MATLS INC
-$252.7K
0
-100%
减持
T
AT&T INC
+$252.7K
49,611
-2%
清仓
SYY
SYSCO CORP
-$252.2K
0
-100%
清仓
FTV
FORTIVE CORP
-$244.2K
0
-100%
增持
DFAW
DIMENSIONAL ETF TRUST
+$234.9K
38,114
+13%
建仓
IJH
ISHARES TR
+$232.0K
3,976
建仓
AVIV
AMERICAN CENTY ETF TR
+$230.9K
4,074
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$227.8K
159
建仓
PBQQ
PGIM ROCK ETF TR
+$227.5K
9,338
增持
KMB
KIMBERLY-CLARK CORP
+$226.2K
20,193
+0%
减持
ZION
ZIONS BANCORPORATION N A
-$225.4K
11,659
-22%
建仓
WM
WASTE MGMT INC DEL
+$225.0K
972
建仓
CHD
CHURCH & DWIGHT CO INC
+$222.7K
2,023
增持
IWR
ISHARES TR
+$213.3K
7,732
+54%
建仓
YUM
YUM BRANDS INC
+$212.4K
1,350
清仓
IVE
ISHARES TR
-$210.0K
0
-100%
建仓
CTVA
CORTEVA INC
+$209.8K
3,334
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$208.1K
6,966
+0%
清仓
SRE
SEMPRA
-$207.3K
0
-100%
清仓
DHI
D R HORTON INC
-$206.1K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$205.8K
1,883
减持
VOO
VANGUARD INDEX FDS
-$205.0K
4,727
-3%
清仓
BNY
BANK NEW YORK MELLON CORP
-$204.1K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$203.1K
0
-100%
建仓
—
LINDE PLC
+$203.0K
436
减持
PM
PHILIP MORRIS INTL INC
+$203.0K
5,321
-0%
减持
BAC
BANK AMERICA CORP
-$201.5K
12,087
-25%
减持
BKNG
BOOKING HOLDINGS INC
-$201.2K
48
-44%
清仓
CHDN
CHURCHILL DOWNS INC
-$200.7K
0
-100%
增持
NOW
SERVICENOW INC
-$197.0K
1,152
+10%
增持
UPST
UPSTART HLDGS INC
-$190.4K
37,590
+21%
减持
GS
GOLDMAN SACHS GROUP INC
-$190.3K
1,074
-21%
减持
HD
HOME DEPOT INC
-$174.8K
6,499
-1%
减持
MMM
3M CO
+$172.9K
10,489
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$171.8K
603
-34%
减持
VNQ
VANGUARD INDEX FDS
-$169.2K
19,137
-10%
增持
GE
GE AEROSPACE
+$168.7K
4,836
+1%
减持
WMT
WALMART INC
-$167.0K
19,352
-6%
增持
GLD
SPDR GOLD TR
+$162.1K
2,045
+16%
减持
SBUX
STARBUCKS CORP
-$158.1K
2,493
-44%
减持
CMCSA
COMCAST CORP NEW
-$153.1K
6,133
-39%
增持
QUAL
ISHARES TR
-$153.0K
23,659
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$149.6K
4,879
+20%
减持
MCK
MCKESSON CORP
+$144.6K
1,512
-1%
减持
MRK
MERCK & CO INC
-$144.3K
9,720
-5%
减持
META
META PLATFORMS INC
-$140.3K
3,881
-4%
增持
EFA
ISHARES TR
+$135.0K
14,141
+5%
减持
BX
BLACKSTONE INC
-$133.7K
3,948
-1%
增持
CLX
CLOROX CO DEL
+$133.6K
12,548
+19%
增持
AXP
AMERICAN EXPRESS CO
-$127.5K
4,630
+0%
减持
TXN
TEXAS INSTRS INC
-$116.5K
5,175
-7%
增持
QQQ
INVESCO QQQ TR
-$113.7K
5,030
+4%
增持
MO
ALTRIA GROUP INC
+$113.4K
9,266
+9%
减持
DIS
DISNEY WALT CO
-$111.2K
5,499
-6%
减持
V
VISA INC
-$108.6K
4,076
-16%
增持
IDV
ISHARES TR
+$108.0K
10,498
+32%
增持
VB
VANGUARD INDEX FDS
-$102.6K
6,923
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$98.8K
24,633
-3%
减持
AMGN
AMGEN INC
+$95.6K
3,265
-8%
减持
TJX
TJX COS INC NEW
-$93.6K
3,416
-19%
增持
NFLX
NETFLIX INC
+$86.7K
762
+9%
增持
VGT
VANGUARD WORLD FD
+$82.3K
757
+43%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$78.0K
6,440
+16%
增持
NEE
NEXTERA ENERGY INC
+$76.7K
4,179
+36%
增持
PG
PROCTER AND GAMBLE CO
+$75.0K
15,166
+1%
减持
JPM
JPMORGAN CHASE & CO.
-$73.4K
15,281
-4%
增持
DE
DEERE & CO
+$73.1K
1,305
+3%
减持
ABT
ABBOTT LABS
+$72.5K
9,759
-10%
减持
CSCO
CISCO SYS INC
-$70.8K
9,626
-14%
减持
UNP
UNION PAC CORP
-$68.9K
5,379
-8%
增持
DFSI
DIMENSIONAL ETF TRUST
+$66.1K
22,853
+3%
增持
FDX
FEDEX CORP
-$65.4K
2,147
+3%
增持
CTAS
CINTAS CORP
+$64.7K
2,708
+1%
减持
TROW
PRICE T ROWE GROUP INC
-$60.4K
2,429
-3%
减持
LMT
LOCKHEED MARTIN CORP
-$59.7K
1,496
-0%
增持
TRV
TRAVELERS COMPANIES INC
+$58.0K
2,339
+1%
增持
MRSH
MARSH & MCLENNAN COS INC
+$55.1K
1,608
+1%
减持
QCOM
QUALCOMM INC
-$54.9K
5,773
-6%
增持
DFSU
DIMENSIONAL ETF TRUST
-$54.4K
51,395
+3%
增持
CSW
CSW INDUSTRIALS INC
-$52.6K
864
+0%
减持
VBR
VANGUARD INDEX FDS
-$51.7K
2,667
-4%
减持
BLK
BLACKROCK INC
-$49.4K
238
-11%