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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 23
增持 90
减持 26
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$30.9M
2,952,158
+8%
增持
DFUV
DIMENSIONAL ETF TRUST
+$20.0M
3,041,107
+11%
增持
AVUV
AMERICAN CENTY ETF TR
+$19.4M
1,033,176
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。
+13%
增持
DUHP
DIMENSIONAL ETF TRUST
+$18.4M
1,795,077
+29%
增持
DFAS
DIMENSIONAL ETF TRUST
+$17.0M
2,456,384
+3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$10.5M
1,718,626
+14%
增持
DFGR
DIMENSIONAL ETF TRUST
+$9.8M
2,258,395
+17%
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.9M
2,092,128
+4%
增持
DFIV
DIMENSIONAL ETF TRUST
+$8.1M
1,565,367
+5%
增持
AVDV
AMERICAN CENTY ETF TR
+$7.9M
689,289
+2%
减持
AAPL
APPLE INC
+$6.2M
132,816
-1%
增持
DFSU
DIMENSIONAL ETF TRUST
+$5.5M
204,205
+155%
增持
DIHP
DIMENSIONAL ETF TRUST
+$5.2M
1,136,506
+14%
建仓
VTES
VANGUARD WELLINGTON FD
+$4.0M
39,500
增持
DFSI
DIMENSIONAL ETF TRUST
+$2.6M
93,413
+204%
减持
DFIS
DIMENSIONAL ETF TRUST
+$2.5M
1,419,401
-0%
建仓
VTEI
VANGUARD MUN BD FDS
+$2.0M
20,249
增持
NVDA
NVIDIA CORPORATION
+$2.0M
50,972
+7%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.8M
478,831
-1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.8M
230,717
+23%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
54,021
+1%
增持
DFSE
DIMENSIONAL ETF TRUST
+$1.5M
78,860
+68%
增持
CAT
CATERPILLAR INC
+$1.3M
15,051
+0%
增持
GOOGL
ALPHABET INC
+$1.3M
18,336
+3%
减持
JNJ
JOHNSON & JOHNSON
+$1.2M
40,723
-2%
增持
GOOG
ALPHABET INC
+$1.2M
17,263
+2%
增持
MSFT
MICROSOFT CORP
+$1.1M
33,201
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$978.7K
15,263
+3%
清仓
NYF
ISHARES TR
-$974.9K
0
-100%
增持
DFIC
DIMENSIONAL ETF TRUST
+$951.9K
68,051
+65%
增持
DFGP
DIMENSIONAL ETF TRUST
+$948.1K
593,655
+1%
减持
IJR
ISHARES TR
+$941.3K
109,574
-1%
增持
TSLA
TESLA INC
+$932.4K
5,927
+11%
增持
DFSV
DIMENSIONAL ETF TRUST
+$920.8K
265,995
+4%
增持
DFAW
DIMENSIONAL ETF TRUST
+$875.9K
69,805
+13%
减持
DFAX
DIMENSIONAL ETF TRUST
+$860.5K
905,189
-3%
增持
AVDE
AMERICAN CENTY ETF TR
+$854.6K
162,784
+0%
减持
AVEM
AMERICAN CENTY ETF TR
+$802.8K
250,789
-5%
清仓
D
DOMINION ENERGY INC
-$802.6K
0
-100%
增持
ABBV
ABBVIE INC
+$731.3K
15,368
+1%
增持
IVV
ISHARES TR
+$725.4K
11,171
+3%
增持
DFAU
DIMENSIONAL ETF TRUST
+$568.8K
102,657
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$512.2K
175,362
+3%
增持
ORCL
ORACLE CORP
+$505.7K
5,053
+21%
建仓
—
GATES INDL CORP PLC
+$475.3K
19,148
增持
JPM
JPMORGAN CHASE & CO.
+$471.7K
15,412
+2%
增持
IWF
ISHARES TR
+$413.9K
2,613
+37%
清仓
IGPT
INVESCO EXCHANGE TRADED FD T
-$413.5K
0
-100%
增持
DFEM
DIMENSIONAL ETF TRUST
+$399.8K
137,694
+2%
增持
IWD
ISHARES TR
+$390.9K
7,279
+30%
增持
COST
COSTCO WHSL CORP NEW
-$377.9K
6,148
+0%
增持
AVGO
BROADCOM INC
+$367.7K
5,760
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$364.3K
13,543
+73%
减持
CLX
CLOROX CO DEL
-$356.1K
9,353
-26%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$350.4K
21,419
-0%
减持
SCHW
SCHWAB CHARLES CORP
-$344.7K
8,615
-33%
建仓
GOVT
ISHARES TR
+$335.6K
14,514
减持
CVX
CHEVRON CORP NEW
+$324.5K
28,234
-0%
增持
DCOR
DIMENSIONAL ETF TRUST
+$321.9K
63,051
+0%
增持
HON
HONEYWELL INTL INC
-$308.0K
15,406
+1%
增持
VTV
VANGUARD INDEX FDS
+$299.2K
29,036
+0%
增持
VOO
VANGUARD INDEX FDS
+$297.1K
5,589
+2%
增持
QUAL
ISHARES TR
+$283.1K
23,704
+0%
建仓
VXUS
VANGUARD STAR FDS
+$265.7K
3,617
建仓
USHY
ISHARES TR
+$260.1K
6,884
清仓
PBQQ
PGIM ROCK ETF TR
-$250.1K
0
-100%
建仓
IEMG
ISHARES INC
+$249.4K
3,783
建仓
ANET
ARISTA NETWORKS INC
+$249.0K
1,709
增持
GE
GE AEROSPACE
+$240.4K
4,961
+2%
增持
BIV
VANGUARD BD INDEX FDS
+$238.7K
11,806
+34%
建仓
MDGL
MADRIGAL PHARMACEUTICALS INC
+$237.1K
517
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$235.0K
951
建仓
DHI
D R HORTON INC
+$234.2K
1,382
清仓
LNT
ALLIANT ENERGY CORP
-$234.2K
0
-100%
建仓
—
EATON CORP PLC
+$232.8K
622
建仓
DINO
HF SINCLAIR CORP
+$230.4K
4,402
减持
QQQ
INVESCO QQQ TR
+$227.1K
4,851
-0%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$225.8K
2,824
增持
RTX
RTX CORPORATION
+$225.3K
8,591
+3%
建仓
C
CITIGROUP INC
+$223.5K
2,202
减持
SM
SM ENERGY CO
-$223.3K
29,459
-24%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$221.4K
2,632
减持
HD
HOME DEPOT INC
+$219.6K
6,425
-1%
清仓
OXY
OCCIDENTAL PETE CORP
-$218.3K
0
-100%
建仓
AFL
AFLAC INC
+$214.5K
1,921
清仓
AXON
AXON ENTERPRISE INC
-$214.4K
0
-100%
清仓
LDOS
LEIDOS HOLDINGS INC
-$213.1K
0
-100%
建仓
LOW
LOWES COS INC
+$211.6K
842
清仓
BSX
BOSTON SCIENTIFIC CORP
-$210.4K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$209.3K
1,860
建仓
RDDT
REDDIT INC
+$208.8K
908
清仓
UNH
UNITEDHEALTH GROUP INC
-$208.4K
0
-100%
清仓
TDG
TRANSDIGM GROUP INC
-$208.3K
0
-100%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$203.7K
420
建仓
SPG
SIMON PPTY GROUP INC NEW
+$200.6K
1,069
增持
INTC
INTEL CORP
+$199.1K
17,458
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$189.8K
5,458
+13%
减持
PFF
ISHARES TR
-$168.3K
9,769
-37%
减持
AVRE
AMERICAN CENTY ETF TR
-$149.4K
19,418
-15%
增持
META
META PLATFORMS INC
+$149.1K
3,374
+7%
增持
GEV
GE VERNOVA INC
+$144.8K
1,213
+7%
增持
VYM
VANGUARD WHITEHALL FDS
+$138.5K
3,884
+27%
增持
VUG
VANGUARD INDEX FDS
+$134.6K
2,542
+3%
增持
AVLV
AMERICAN CENTY ETF TR
+$134.2K
23,926
+2%
增持
BND
VANGUARD BD INDEX FDS
+$132.7K
43,704
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$132.6K
1,121
+4%
增持
TJX
TJX COS INC NEW
+$129.4K
3,835
+11%
增持
AMZN
AMAZON COM INC
+$129.4K
42,247
+1%
增持
VB
VANGUARD INDEX FDS
+$129.2K
6,923
+1%
增持
IJH
ISHARES TR
+$126.0K
9,344
+20%
减持
TXN
TEXAS INSTRS INC
-$125.0K
5,170
-0%
减持
—
EXXON MOBIL CORP
+$124.9K
51,359
-2%
减持
MCD
MCDONALDS CORP
+$120.5K
19,398
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$119.7K
41,732
+3%
增持
WMT
WALMART INC
+$118.6K
20,132
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$116.8K
12,354
+11%
增持
MGK
VANGUARD WORLD FD
+$115.8K
973
+29%
减持
VBK
VANGUARD INDEX FDS
+$110.7K
5,393
-0%
增持
—
MEDTRONIC PLC
+$107.9K
5,026
+18%
增持
XEL
XCEL ENERGY INC
+$107.4K
4,821
+17%
增持
UBER
UBER TECHNOLOGIES INC
+$105.3K
3,547
+37%
增持
LLY
ELI LILLY & CO
-$102.5K
8,087
+0%
减持
SO
SOUTHERN CO
-$100.0K
4,421
-22%
增持
MPC
MARATHON PETE CORP
+$100.0K
3,689
+0%
增持
PM
PHILIP MORRIS INTL INC
-$99.5K
5,201
+0%
增持
BLK
BLACKROCK INC
+$95.4K
287
+26%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$94.7K
1,434
+6%
减持
WWD
WOODWARD INC
+$93.3K
12,529
-0%
减持
GLD
SPDR GOLD TR
+$91.1K
2,051
-2%
增持
LRCX
LAM RESEARCH CORP
+$89.5K
2,289
+3%
增持
BX
BLACKSTONE INC
+$87.8K
3,983
+1%
增持
DVY
ISHARES TR
+$87.4K
9,264
+0%
增持
BA
BOEING CO
+$86.5K
1,992
+22%
增持
WFC
WELLS FARGO CO NEW
+$86.0K
4,732
+22%
增持
KMB
KIMBERLY-CLARK CORP
-$84.3K
20,273
+0%
增持
NOW
SERVICENOW INC
-$83.4K
974
+2%
减持
LMT
LOCKHEED MARTIN CORP
+$81.5K
2,298
-0%
增持
AXP
AMERICAN EXPRESS CO
+$80.9K
4,731
+1%
减持
CVS
CVS HEALTH CORP
+$77.3K
13,669
-1%
增持
VGT
VANGUARD WORLD FD
+$77.3K
776
+3%
增持
EFA
ISHARES TR
+$75.3K
14,302
+1%
增持
VLO
VALERO ENERGY CORP
+$75.1K
2,093
+0%
增持
ITW
ILLINOIS TOOL WKS INC
+$71.0K
5,180
+0%
增持
DFAR
DIMENSIONAL ETF TRUST
+$70.8K
16,032
+21%
减持
WSO
WATSCO INC
-$69.0K
1,791
-0%
建仓
EPRX
EUPRAXIA PHARMACEUTICALS INC
+$64.9K
11,000
增持
ESGV
VANGUARD WORLD FD
+$64.4K
2,361
+20%
增持
BAC
BANK AMERICA CORP
+$63.6K
10,855
+3%
增持
SCHX
SCHWAB STRATEGIC TR
+$63.4K
14,725
+11%
增持
INTU
INTUIT
-$62.0K
600
+0%
