TCFG WEALTH MANAGEMENT, LLC
LAGUNA NIGUEL CA · SEC CIK 0001548059
$2.67亿2026Q1 申报市值
274持仓数
30.5%前十大占比 · 第一大 5.6%
18 / 19新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TBIL 加仓+$1,473.09万
BUXX 加仓+$358.96万
NFLX 加仓+$134.66万
FNV 加仓+$89.01万
HYMC 加仓+$86.31万
2026Q1 卖出最多 按季末市值估算
GDXJ 减仓-$337.89万
HP 减仓-$203.42万
CPER 清仓-$167.91万
CEG 减仓-$146.92万
PSLV 减仓-$142.93万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CPER | UNITED STS COMMODITY INDEX F | $0 | 0.00% | 0 | -48,029 | -100.0% | -$167.91万 | 清仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $0 | 0.00% | 0 | -5,650 | -100.0% | -$105.33万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -8,815 | -100.0% | -$82.00万 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -9,685 | -100.0% | -$80.89万 | 清仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1 | -100.0% | -$75.48万 | 清仓 |
| SETM | SPROTT FDS TR | $0 | 0.00% | 0 | -20,245 | -100.0% | -$58.61万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -6,530 | -100.0% | -$52.63万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -2,411 | -100.0% | -$37.17万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -9,125 | -100.0% | -$35.25万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -4,763 | -100.0% | -$26.85万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,815 | -100.0% | -$26.61万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -1,080 | -100.0% | -$24.83万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -120 | -100.0% | -$24.17万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -1,362 | -100.0% | -$21.98万 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -1,752 | -100.0% | -$21.55万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -7,453 | -100.0% | -$20.96万 | 清仓 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | -860 | -100.0% | -$20.88万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -6,600 | -100.0% | -$20.16万 | 清仓 |
| — | VIVAKOR INC | $0 | 0.00% | 0 | -11,097 | -100.0% | -$110 | 清仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $3.44万 | 0.01% | 24,600 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $4.87万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $8.67万 | 0.03% | 16,993 | 16,993 | — | $8.67万 | 新建仓 |
| FSK | FS KKR CAP CORP | $11.24万 | 0.04% | 11,037 | -1,575 | -12.5% | -$1.60万 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $11.37万 | 0.04% | 10,400 | 15 | 0.1% | $164 | 加仓 |
| OPFI | OPPFI INC | $11.58万 | 0.04% | 15,024 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $11.60万 | 0.04% | 10,000 | 10,000 | — | $11.60万 | 新建仓 |
| — | STEREOTAXIS INC | $11.78万 | 0.04% | 64,015 | -1,000 | -1.5% | -$1,840 | 减仓 |
| — | INVESCO CALIF VALUE MUN INCO | $14.05万 | 0.05% | 13,456 | 0 | 0.0% | — | 不变 |
| — | TWO RDS SHARED TR | $15.77万 | 0.06% | 16,925 | -5,147 | -23.3% | -$4.79万 | 减仓 |
| — | TWO RDS SHARED TR | $17.99万 | 0.07% | 21,143 | -582 | -2.7% | -$4,953 | 减仓 |
| INTC | INTEL CORP | $20.22万 | 0.08% | 4,582 | -1,500 | -24.7% | -$6.62万 | 重新持有 |
| EMR | EMERSON ELEC CO | $20.30万 | 0.08% | 1,549 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $20.30万 | 0.08% | 1,388 | 1,388 | — | $20.30万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $20.35万 | 0.08% | 3,173 | 30 | 1.0% | $1,924 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $20.93万 | 0.08% | 1,292 | 0 | 0.0% | — | 不变 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $21.22万 | 0.08% | 3,975 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $21.31万 | 0.08% | 15,590 | -1,300 | -7.7% | -$1.78万 | 减仓 |
| L | LOEWS CORP | $21.35万 | 0.08% | 2,000 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $21.35万 | 0.08% | 4,243 | -1,694 | -28.5% | -$8.52万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $21.41万 | 0.08% | 1,091 | 1,091 | — | $21.41万 | 新建仓 |
| NUBD | NUSHARES ETF TR | $21.49万 | 0.08% | 9,680 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $21.66万 | 0.08% | 2,270 | -170 | -7.0% | -$1.62万 | 重新持有 |
| HOOD | ROBINHOOD MKTS INC | $21.66万 | 0.08% | 3,126 | -600 | -16.1% | -$4.16万 | 减仓 |
| CI | THE CIGNA GROUP | $21.70万 | 0.08% | 813 | -4 | -0.5% | -$1,067 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $21.71万 | 0.08% | 6,125 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $21.73万 | 0.08% | 7,120 | -3,540 | -33.2% | -$10.80万 | 减仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $21.84万 | 0.08% | 8,640 | -2,611 | -23.2% | -$6.60万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.85万 | 0.08% | 472 | 1 | 0.2% | $463 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $21.98万 | 0.08% | 5,207 | 385 | 8.0% | $1.63万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $22.08万 | 0.08% | 4,210 | 310 | 7.9% | $1.63万 | 加仓 |
| KO | COCA COLA CO | $22.20万 | 0.08% | 2,919 | 2,919 | — | $22.20万 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $22.26万 | 0.08% | 4,467 | 0 | 0.0% | — | 不变 |
| NFLT | ETFIS SER TR I | $22.33万 | 0.08% | 9,797 | 0 | 0.0% | — | 不变 |
| IFLN | INVESCO EXCH TRADED FD TR II | $22.52万 | 0.08% | 12,443 | 630 | 5.3% | $1.14万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $22.83万 | 0.09% | 1,391 | 1,391 | — | $22.83万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $22.87万 | 0.09% | 713 | 13 | 1.9% | $4,170 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $23.04万 | 0.09% | 4,811 | 342 | 7.7% | $1.64万 | 加仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $23.12万 | 0.09% | 4,400 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $23.27万 | 0.09% | 548 | -259 | -32.1% | -$11.00万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $23.50万 | 0.09% | 602 | -230 | -27.6% | -$8.98万 | 减仓 |
| TMUS | T-MOBILE US INC | $23.54万 | 0.09% | 1,121 | 14 | 1.3% | $2,940 | 加仓 |
| ENB | ENBRIDGE INC | $23.95万 | 0.09% | 4,431 | 123 | 2.9% | $6,650 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $24.00万 | 0.09% | 1,510 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $24.21万 | 0.09% | 8,077 | 72 | 0.9% | $2,158 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $24.40万 | 0.09% | 7,999 | 7,999 | — | $24.40万 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $24.48万 | 0.09% | 6,649 | 165 | 2.5% | $6,074 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $24.53万 | 0.09% | 4,723 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $24.59万 | 0.09% | 2,370 | 2,370 | — | $24.59万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $24.72万 | 0.09% | 2,013 | -8 | -0.4% | -$982 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $24.74万 | 0.09% | 2,985 | 75 | 2.6% | $6,215 | 加仓 |
| — | RBB FUND TRUST | $24.83万 | 0.09% | 18,100 | 18,100 | — | $24.83万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $24.97万 | 0.09% | 4,958 | 540 | 12.2% | $2.72万 | 加仓 |
| F | FORD MTR CO | $25.35万 | 0.09% | 21,970 | -190 | -0.9% | -$2,193 | 减仓 |
| SPYG | SPDR SERIES TRUST | $25.37万 | 0.09% | 2,591 | 2,591 | — | $25.37万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $25.95万 | 0.10% | 8,508 | 0 | 0.0% | — | 不变 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $26.01万 | 0.10% | 3,955 | 5 | 0.1% | $329 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $26.10万 | 0.10% | 12,337 | -7,750 | -38.6% | -$16.39万 | 减仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $26.32万 | 0.10% | 5,988 | -1,008 | -14.4% | -$4.43万 | 减仓 |
| KHC | KRAFT HEINZ CO | $26.52万 | 0.10% | 11,790 | -510 | -4.1% | -$1.15万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $26.73万 | 0.10% | 50,240 | 0 | 0.0% | — | 不变 |
| BFC | BANK FIRST CORP | $26.77万 | 0.10% | 1,982 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $27.06万 | 0.10% | 3,506 | 141 | 4.2% | $1.09万 | 加仓 |
| COPX | GLOBAL X FDS | $27.07万 | 0.10% | 3,545 | -4,095 | -53.6% | -$31.27万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $27.16万 | 0.10% | 8,853 | 102 | 1.2% | $3,129 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $27.31万 | 0.10% | 1,336 | -447 | -25.1% | -$9.14万 | 减仓 |
| KR | KROGER CO | $27.34万 | 0.10% | 3,779 | 26 | 0.7% | $1,881 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $27.42万 | 0.10% | 6,445 | 6,445 | — | $27.42万 | 新建仓 |
| SLV | ISHARES SILVER TR | $27.42万 | 0.10% | 4,024 | 279 | 7.4% | $1.90万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $27.44万 | 0.10% | 3,744 | 491 | 15.1% | $3.60万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $27.77万 | 0.10% | 5,263 | 640 | 13.8% | $3.38万 | 重新持有 |
| FBND | FIDELITY MERRIMACK STR TR | $27.79万 | 0.10% | 6,092 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO ETF TR | $28.17万 | 0.11% | 3,020 | 80 | 2.7% | $7,462 | 加仓 |
| IESC | IES HOLDINGS INC | $28.35万 | 0.11% | 595 | 595 | — | $28.35万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $28.82万 | 0.11% | 1,150 | 1,150 | — | $28.82万 | 新建仓 |
| COMT | ISHARES U S ETF TR | $28.87万 | 0.11% | 8,343 | 0 | 0.0% | — | 重新持有 |
| BCI | ABRDN ETFS | $29.21万 | 0.11% | 12,024 | 338 | 2.9% | $8,210 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $29.24万 | 0.11% | 1,337 | 1,337 | — | $29.24万 | 新建仓 |
| R | RYDER SYS INC | $29.25万 | 0.11% | 1,429 | -3 | -0.2% | -$614 | 减仓 |
| OKLO | OKLO INC | $29.33万 | 0.11% | 5,915 | -20,685 | -77.8% | -$102.58万 | 减仓 |
| SHOP | SHOPIFY INC | $29.48万 | 0.11% | 2,485 | -1,460 | -37.0% | -$17.32万 | 减仓 |