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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 15
增持 51
减持 66
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
AVUV
AMERICAN CENTY ETF TR
+$17.2M
1,212,762
+6%
增持
DFUV
DIMENSIONAL ETF TRUST
+$13.2M
3,464,039
+4%
增持
DUHP
DIMENSIONAL ETF TRUST
+$9.1M
2,516,301
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。
+15%
增持
DFAS
DIMENSIONAL ETF TRUST
+$6.5M
2,595,074
+2%
增持
DFAE
DIMENSIONAL ETF TRUST
+$6.1M
2,056,150
+5%
减持
MSFT
MICROSOFT CORP
-$4.6M
30,487
-7%
减持
AVDV
AMERICAN CENTY ETF TR
+$3.9M
697,531
-0%
增持
DFGR
DIMENSIONAL ETF TRUST
+$3.9M
2,784,684
+5%
减持
DFIV
DIMENSIONAL ETF TRUST
+$3.7M
1,611,107
-1%
减持
AAPL
APPLE INC
-$3.3M
124,802
-3%
建仓
QQQ
INVESCO QQQ TR
+$3.0M
5,219
增持
DIHP
DIMENSIONAL ETF TRUST
+$2.9M
1,335,670
+5%
减持
—
EXXON MOBIL CORP
+$2.5M
50,527
-1%
减持
LLY
ELI LILLY & CO
-$2.4M
6,814
-15%
增持
DFAC
DIMENSIONAL ETF TRUST
+$2.3M
2,362,453
+5%
减持
CAT
CATERPILLAR INC
+$2.0M
14,956
-1%
减持
JPM
JPMORGAN CHASE & CO
-$1.7M
10,745
-28%
减持
CVX
CHEVRON CORPORATION
+$1.4M
26,972
-3%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.3M
294,720
+9%
建仓
RTX
RTX CORPORATION
+$1.3M
6,505
减持
GOOGL
ALPHABET INC
-$1.2M
15,652
-14%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.2M
38,888
+54%
增持
MCK
MCKESSON CORP
+$1.1M
2,738
+78%
减持
JNJ
JOHNSON & JOHNSON
+$1.1M
38,626
-5%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.0M
139,106
+23%
减持
VNQ
VANGUARD INDEX FDS
-$980.7K
9,376
-54%
减持
DFAT
DIMENSIONAL ETF TRUST
+$947.9K
470,810
-1%
减持
AMZN
AMAZON COM INC
-$899.6K
38,450
-0%
减持
COST
COSTCO WHOLESALE CORPORATION
+$824.7K
6,357
-1%
增持
UPST
UPSTART HLDGS INC
-$700.0K
48,389
+9%
减持
NVDA
NVIDIA CORPORATION
-$691.3K
50,133
-1%
减持
WWD
WOODWARD INC
+$679.9K
12,490
-0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$632.8K
262,236
+1%
清仓
MPC
MARATHON PETE CORP
-$597.0K
0
-100%
建仓
ITOT
ISHARES TR
+$592.4K
4,159
减持
DFIS
DIMENSIONAL ETF TRUST
+$545.6K
1,426,400
-1%
增持
DFGP
DIMENSIONAL ETF TRUST
+$536.0K
614,735
+2%
增持
WSO
WATSCO INC
+$530.3K
3,111
+74%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$526.3K
20,277
-0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$520.7K
3,321,432
+5%
减持
GOOG
ALPHABET INC
-$506.5K
16,340
-1%
增持
IJR
ISHARES TR
+$479.9K
107,256
+0%
增持
HON
HONEYWELL INTL INC
+$463.3K
14,944
+0%
增持
VTI
VANGUARD INDEX FDS
-$432.9K
54,692
+2%
建仓
COR
CENCORA INC
+$428.8K
1,365
减持
AVGO
BROADCOM INC
-$416.2K
5,869
-9%
减持
AGG
ISHARES TR
-$413.0K
210,411
-1%
增持
AVRE
AMERICAN CENTY ETF TR
+$408.2K
28,478
+47%
增持
DFAW
DIMENSIONAL ETF TRUST
+$400.5K
79,147
+8%
清仓
LII
LENNOX INTL INC
-$399.6K
0
-100%
清仓
EVTR
MORGAN STANLEY ETF TRUST
-$385.4K
0
-100%
增持
DCOR
DIMENSIONAL ETF TRUST
+$378.7K
69,649
+10%
减持
TJX
TJX COS INC NEW
-$367.0K
1,402
-64%
减持
VDE
VANGUARD WORLD FD
+$338.6K
7,585
-2%
增持
TSLA
TESLA INC
-$338.5K
6,014
+5%
减持
AXP
AMERICAN EXPRESS CO
-$333.2K
4,664
-1%
减持
META
META PLATFORMS INC
-$330.6K
3,046
-3%
减持
UNP
UNION PAC CORP
-$330.5K
3,754
-30%
清仓
DLS
WISDOMTREE TR
-$323.0K
0
-100%
清仓
INTU
INTUIT
-$318.0K
0
-100%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$307.3K
15,361
+2%
清仓
UBER
UBER TECHNOLOGIES INC
-$305.3K
0
-100%
减持
ORCL
ORACLE CORP
-$296.3K
4,669
-7%
减持
VOO
VANGUARD INDEX FDS
-$293.2K
5,180
-4%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$291.6K
3,829
减持
AMGN
AMGEN INC
-$290.0K
1,692
-37%
建仓
VXUS
VANGUARD STAR FDS
+$283.6K
3,678
减持
PSN
PARSONS CORP DEL
-$279.8K
24,993
-5%
增持
T
AT&T INC
+$265.5K
49,866
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$264.2K
7,814
+7%
建仓
IXUS
ISHARES TR
+$252.1K
2,910
增持
VZ
VERIZON COMMUNICATIONS INC
+$249.5K
23,760
+3%
增持
CLX
CLOROX CO DEL
+$243.4K
11,382
+23%
清仓
MTCH
MATCH GROUP INC NEW
-$233.6K
0
-100%
建仓
IWN
ISHARES TR
+$232.7K
1,228
减持
V
VISA INC
-$228.4K
3,628
-4%
减持
KMB
KIMBERLY-CLARK CORP
-$227.3K
18,605
-7%
减持
WMT
WALMART INC
+$224.6K
21,382
-2%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$221.8K
0
-100%
增持
NOW
SERVICENOW INC
-$220.7K
4,754
+1%
清仓
BLK
BLACKROCK INC
-$219.5K
0
-100%
清仓
RDDT
REDDIT INC
-$217.7K
0
-100%
增持
ABT
ABBOTT LABORATORIES
-$215.1K
9,930
+1%
减持
COF
CAPITAL ONE FINL CORP
-$214.4K
2,590
-9%
建仓
HUBB
HUBBELL INC
+$213.0K
434
建仓
VBIL
VANGUARD INSTL INDEX FD
+$210.7K
2,786
清仓
AMD
ADVANCED MICRO DEVICES INC
-$210.7K
0
-100%
清仓
PPA
INVESCO EXCHANGE TRADED FD T
-$209.6K
0
-100%
建仓
SDY
SPDR SERIES TRUST
+$209.2K
1,434
清仓
TSCO
TRACTOR SUPPLY CO
-$207.7K
0
-100%
清仓
SCHB
SCHWAB STRATEGIC TR
-$206.8K
0
-100%
建仓
COP
CONOCOPHILLIPS
+$206.7K
1,566
清仓
NVS
NOVARTIS AG
-$206.4K
0
-100%
清仓
CI
THE CIGNA GROUP
-$205.9K
0
-100%
清仓
TGNA
TEGNA INC
-$202.9K
0
-100%
建仓
YUM
YUM BRANDS INC
+$202.6K
1,303
建仓
CMI
CUMMINS INC
+$201.8K
375
减持
ABBV
ABBVIE INC
-$192.4K
15,163
-1%
增持
IVV
ISHARES TR
+$191.7K
15,827
+7%
减持
GE
GE AEROSPACE
-$186.3K
4,099
-6%
增持
SBUX
STARBUCKS CORP
+$184.6K
4,502
+73%
减持
DFEM
DIMENSIONAL ETF TRUST
+$182.7K
135,483
-0%
增持
BIV
VANGUARD BD INDEX FDS
+$181.0K
17,356
+17%
减持
MMM
3M CO
-$180.9K
8,342
-4%
增持
QCOM
QUALCOMM INC
-$179.1K
4,297
+0%
减持
VLO
VALERO ENERGY CORP
+$173.8K
2,070
-0%
增持
INTC
INTEL CORP
+$172.2K
19,260
+5%
增持
DFAI
DIMENSIONAL ETF TRUST
+$168.4K
187,728
+0%
增持
BND
VANGUARD BD INDEX FDS
+$167.9K
44,496
+6%
减持
DFAX
DIMENSIONAL ETF TRUST
-$165.1K
839,456
-4%
减持
QUAL
ISHARES TR
-$161.3K
23,254
-0%
增持
SCHF
SCHWAB STRATEGIC TR
+$158.7K
34,811
+19%
减持
HD
HOME DEPOT INC
-$158.5K
5,401
-4%
减持
GLD
SPDR GOLD TR
-$157.4K
2,120
-21%
减持
AVEM
AMERICAN CENTY ETF TR
+$155.2K
234,314
-4%
减持
MA
MASTERCARD INCORPORATED
-$150.3K
1,495
-5%
减持
GEV
GE VERNOVA INC
+$147.8K
960
-9%
减持
DIS
DISNEY WALT CO
-$147.1K
4,204
-13%
减持
VTV
VANGUARD INDEX FDS
+$146.2K
28,780
-0%
减持
IWF
ISHARES TR
-$138.5K
1,591
-8%
减持
PPG
PPG INDS INC
-$136.0K
2,505
-36%
增持
FDX
FEDEX CORP
+$131.3K
1,942
+0%
减持
BAC
BANK AMERICA CORP
-$124.9K
12,732
-6%
增持
VUG
VANGUARD INDEX FDS
-$119.5K
2,568
+1%
增持
GLW
CORNING INC
+$117.5K
2,419
+0%
减持
VTES
VANGUARD WELLINGTON FD
-$116.6K
38,667
-2%
减持
MRK
MERCK & CO INC
+$116.4K
8,620
-1%
增持
BX
BLACKSTONE INC
-$115.9K
4,343
+9%
减持
PEP
PEPSICO INC
+$113.7K
14,417
-3%
减持
DE
DEERE & CO
+$112.6K
1,228
-1%
减持
AVDE
AMERICAN CENTY ETF TR
-$109.4K
160,525
-4%
增持
DFAU
DIMENSIONAL ETF TRUST
-$106.3K
102,188
+1%
清仓
DNP
DNP SELECT INCOME FD INC
-$105.8K
0
-100%
减持
DFSD
DIMENSIONAL ETF TRUST
-$103.9K
52,252
-4%
减持
AMAT
APPLIED MATLS INC
+$103.1K
1,234
-0%
减持
DHR
DANAHER CORP DEL
-$102.5K
2,380
-2%
减持
CVS
CVS HEALTH CORP
-$102.1K
13,266
-0%
增持
LRCX
LAM RESEARCH CORP
+$102.0K
2,397
+0%
建仓
THM
INTERNATIONAL TOWER HILL MIN
+$97.4K
42,331
增持
MO
ALTRIA GROUP INC
+$96.7K
9,163
+4%
减持
EFA
ISHARES TR
-$92.1K
19,903
-6%
增持
SCHG
SCHWAB STRATEGIC TR
-$89.9K
28,567
+1%
增持
PSX
PHILLIPS 66
+$88.5K
1,661
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$87.6K
2,627
-1%
增持
EMXC
ISHARES INC
+$85.8K
7,166
+9%
增持
BSV
VANGUARD BD INDEX FDS
+$84.4K
46,755
+3%
减持
—
MEDTRONIC PLC
-$78.4K
4,546
-8%
减持
NFLX
NETFLIX INC.
-$77.1K
7,814
-12%
减持
ISRG
INTUITIVE SURGICAL INC
-$76.3K
531
-6%
增持
—
GATES INDL CORP PLC
+$74.2K
19,308
+14%
