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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 13
增持 57
减持 57
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
DFUS
DIMENSIONAL ETF TRUST
+$21.1M
3,168,425
+7%
增持
DFUV
DIMENSIONAL ETF TRUST
+$18.7M
3,319,491
+9%
增持
DUHP
DIMENSIONAL ETF TRUST
+$15.6M
2,192,684
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。
+22%
增持
AVUV
AMERICAN CENTY ETF TR
+$13.9M
1,144,995
+11%
增持
DFAS
DIMENSIONAL ETF TRUST
+$9.9M
2,555,837
+4%
增持
DFAE
DIMENSIONAL ETF TRUST
+$9.3M
1,949,400
+13%
增持
DFIV
DIMENSIONAL ETF TRUST
+$9.1M
1,629,209
+4%
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.8M
2,259,558
+8%
增持
DFGR
DIMENSIONAL ETF TRUST
+$8.5M
2,654,516
+18%
增持
DIHP
DIMENSIONAL ETF TRUST
+$5.6M
1,267,809
+12%
增持
AVDV
AMERICAN CENTY ETF TR
+$4.4M
699,750
+2%
清仓
QQQ
INVESCO QQQ TR
-$2.9M
0
-100%
增持
IVV
ISHARES TR
+$2.7M
14,814
+33%
增持
DFIS
DIMENSIONAL ETF TRUST
+$2.6M
1,441,448
+2%
减持
LLY
ELI LILLY & CO
+$2.5M
8,051
-0%
增持
DFSU
DIMENSIONAL ETF TRUST
+$2.5M
256,753
+26%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.7M
113,455
+67%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.7M
270,316
+17%
增持
CAT
CATERPILLAR INC
+$1.4M
15,057
+0%
清仓
RTX
RTX CORPORATION
-$1.4M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.3M
32,925
-1%
减持
GOOGL
ALPHABET INC
+$1.3M
18,287
-0%
减持
AAPL
APPLE INC
+$1.2M
128,737
-3%
减持
GOOG
ALPHABET INC
+$989.5K
16,551
-4%
建仓
STIP
ISHARES TR
+$891.1K
8,703
增持
AVDE
AMERICAN CENTY ETF TR
+$884.6K
166,767
+2%
减持
JNJ
JOHNSON & JOHNSON
+$834.5K
40,518
-1%
增持
DFSI
DIMENSIONAL ETF TRUST
+$824.5K
108,525
+16%
减持
PSN
PARSONS CORP DEL
-$797.6K
26,434
-10%
增持
DFAI
DIMENSIONAL ETF TRUST
+$771.1K
187,496
+7%
清仓
TFLO
ISHARES TR
-$693.5K
0
-100%
增持
EFA
ISHARES TR
+$689.8K
21,090
+47%
减持
HD
HOME DEPOT INC
-$668.2K
5,623
-12%
清仓
TRV
TRAVELERS COMPANIES INC
-$658.7K
0
-100%
增持
WWD
WOODWARD INC
+$624.3K
12,538
+0%
减持
DFAT
DIMENSIONAL ETF TRUST
+$581.4K
477,900
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$525.2K
20,378
-5%
减持
KMB
KIMBERLY-CLARK CORP
-$498.7K
20,043
-1%
减持
ORCL
ORACLE CORP
-$438.0K
5,044
-0%
减持
AGG
ISHARES TR
-$430.4K
213,260
-2%
增持
DFAW
DIMENSIONAL ETF TRUST
+$422.8K
73,519
+5%
清仓
COR
CENCORA INC
-$420.4K
0
-100%
清仓
IUSB
ISHARES TR
-$417.1K
0
-100%
减持
IWF
ISHARES TR
-$407.0K
1,726
-34%
减持
META
META PLATFORMS INC
-$404.4K
3,141
-7%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$385.4K
7,484
减持
AMZN
AMAZON COM INC
-$368.7K
38,591
-9%
增持
WMT
WALMART INC
+$357.9K
21,836
+8%
增持
GLD
SPDR GOLD TR
+$340.6K
2,699
+32%
增持
DFGP
DIMENSIONAL ETF TRUST
-$335.9K
603,912
+2%
清仓
GOVT
ISHARES TR
-$335.6K
0
-100%
增持
AVGO
BROADCOM INC
+$332.4K
6,451
+12%
减持
HON
HONEYWELL INTL INC
-$328.4K
14,939
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$327.3K
3,870
-29%
减持
IWD
ISHARES TR
-$325.5K
5,498
-24%
减持
—
EXXON MOBIL CORP
+$321.5K
50,791
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$288.6K
45,447
+9%
增持
DFSE
DIMENSIONAL ETF TRUST
+$287.3K
85,045
+8%
建仓
WBD
WARNER BROS DISCOVERY INC
+$283.8K
9,846
减持
DFAX
DIMENSIONAL ETF TRUST
+$276.6K
876,305
-3%
减持
T
AT&T INC
-$273.7K
47,511
-8%
减持
IWR
ISHARES TR
-$269.1K
5,276
-34%
清仓
VXUS
VANGUARD STAR FDS
-$265.7K
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$251.5K
5,986
+112%
减持
VTI
VANGUARD INDEX FDS
+$250.6K
53,625
-1%
清仓
IEMG
ISHARES INC
-$249.4K
0
-100%
增持
UPST
UPSTART HLDGS INC
+$248.2K
44,389
+33%
减持
PG
PROCTER AND GAMBLE CO
-$244.2K
14,474
-4%
建仓
MU
MICRON TECHNOLOGY INC
+$240.0K
841
增持
CSCO
CISCO SYS INC
+$236.8K
11,471
+21%
增持
BIV
VANGUARD BD INDEX FDS
+$236.7K
14,877
+26%
清仓
COIN
COINBASE GLOBAL INC
-$235.2K
0
-100%
清仓
DHI
D R HORTON INC
-$234.2K
0
-100%
清仓
—
EATON CORP PLC
-$232.8K
0
-100%
清仓
AMP
AMERIPRISE FINL INC
-$229.4K
0
-100%
建仓
AEYE
AUDIOEYE INC
+$229.2K
22,945
清仓
GSLC
GOLDMAN SACHS ETF TR
-$226.0K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$225.2K
7,698
+11%
建仓
IRM
IRON MTN INC DEL
+$225.0K
2,712
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$221.4K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$220.7K
0
-100%
减持
CLX
CLOROX CO DEL
-$217.1K
9,284
-1%
清仓
—
AON PLC
-$216.8K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$216.3K
0
-100%
清仓
YUM
YUM BRANDS INC
-$216.0K
0
-100%
清仓
LOW
LOWES COS INC
-$211.6K
0
-100%
建仓
GLW
CORNING INC
+$211.4K
2,414
建仓
AMD
ADVANCED MICRO DEVICES INC
+$210.7K
984
清仓
CMCSA
COMCAST CORP NEW
-$210.6K
0
-100%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$209.6K
1,338
建仓
SCHB
SCHWAB STRATEGIC TR
+$206.8K
7,886
建仓
NVS
NOVARTIS AG
+$206.4K
1,497
建仓
ADI
ANALOG DEVICES INC
+$203.4K
750
清仓
ADBE
ADOBE INC
-$201.4K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$200.6K
0
-100%
建仓
WBS
WEBSTER FINL CORP
+$200.5K
3,186
增持
VT
VANGUARD INTL EQUITY INDEX F
+$188.4K
4,751
+36%
增持
AVLV
AMERICAN CENTY ETF TR
+$188.1K
25,299
+6%
增持
BAC
BANK AMERICA CORP
+$185.5K
13,556
+25%
减持
SM
SM ENERGY CO
-$184.8K
29,455
-0%
增持
COF
CAPITAL ONE FINL CORP
+$181.5K
2,834
+19%
增持
COST
COSTCO WHSL CORP NEW
-$181.2K
6,389
+4%
增持
NOW
SERVICENOW INC
-$178.7K
4,685
+381%
减持
AXP
AMERICAN EXPRESS CO
+$172.5K
4,714
-0%
减持
IJR
ISHARES TR
-$167.6K
106,949
-2%
增持
NFLX
NETFLIX INC
-$164.2K
8,836
+967%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$162.4K
8,868
-12%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$159.5K
9,484
-23%
减持
CVX
CHEVRON CORP NEW
-$154.2K
27,756
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$152.1K
7,286
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$150.0K
4,860
+25%
减持
GE
GE AEROSPACE
-$142.8K
4,381
-12%
减持
BND
VANGUARD BD INDEX FDS
-$141.5K
41,971
-4%
增持
PEP
PEPSICO INC
+$129.7K
14,807
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$129.5K
15,100
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$126.7K
23,158
-5%
增持
SCHF
SCHWAB STRATEGIC TR
+$125.8K
29,239
+18%
减持
MRK
MERCK & CO INC
+$124.0K
8,745
-8%
增持
AMGN
AMGEN INC
+$123.5K
2,704
+0%
减持
WSO
WATSCO INC
-$122.6K
1,785
-0%
减持
BLK
BLACKROCK INC
-$115.2K
205
-29%
减持
MPC
MARATHON PETE CORP
-$113.9K
3,671
-0%
减持
—
GATES INDL CORP PLC
-$112.9K
16,875
-12%
减持
AVEM
AMERICAN CENTY ETF TR
-$111.0K
243,128
-3%
减持
DCOR
DIMENSIONAL ETF TRUST
+$105.7K
63,039
-0%
增持
LRCX
LAM RESEARCH CORP
+$103.6K
2,396
+5%
减持
MO
ALTRIA GROUP INC
-$101.5K
8,810
-5%
减持
FDX
FEDEX CORP
+$94.2K
1,940
-2%
增持
INTC
INTEL CORP
+$92.0K
18,366
+5%
减持
INTU
INTUIT
-$91.8K
480
-20%
增持
MCK
MCKESSON CORP
+$90.6K
1,537
+1%
减持
ABT
ABBOTT LABS
-$89.9K
9,854
-0%
减持
SCHA
SCHWAB STRATEGIC TR
-$88.6K
11,459
-23%
减持
DFSV
DIMENSIONAL ETF TRUST
+$86.7K
260,138
-2%
减持
VTV
VANGUARD INDEX FDS
+$85.4K
28,799
-1%
减持
DFEM
DIMENSIONAL ETF TRUST
+$82.4K
135,980
-1%
增持
QCOM
QUALCOMM INC
+$78.8K
4,282
+9%
增持
SCHG
SCHWAB STRATEGIC TR
+$77.3K
28,266
+7%
增持
VTEI
VANGUARD MUN BD FDS
+$77.0K
20,912
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$76.6K
10,877
+7%
减持
NVDA
NVIDIA CORPORATION
-$75.9K
50,587
-1%
增持
DHR
DANAHER CORPORATION
+$75.0K
2,419
+0%
增持
ITW
ILLINOIS TOOL WKS INC
-$73.2K
5,187
+0%
减持
DVY
ISHARES TR
-$70.5K
8,828
-5%
减持
IEFA
ISHARES TR
-$70.1K
9,462
-10%
减持
ABBV
ABBVIE INC
-$67.9K
15,275
-1%
增持
BX
BLACKSTONE INC
-$65.1K
3,992
+0%
增持
VNQ
VANGUARD INDEX FDS
+$63.5K
20,482
+7%
减持
PSX
PHILLIPS 66
-$62.3K
1,659
-18%
减持
TSLA
TESLA INC
-$61.7K
5,724
-3%