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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,496.46万 | 5.59% | 58,964 | -698 | -1.2% | -$17.71万 | 减仓 |
| TBIL | RBB FD INC | $1,496.15万 | 5.59% | 300,070 | 295,445 | 6,388.0% | $1,473.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,322.42万 | 4.94% | 75,827 | -2,705 | -3.4% | -$47.18万 | 减仓 |
| FNV | FRANCO NEV CORP | $714.15万 | 2.67% | 28,907 | 3,603 | 14.2% | $89.01万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $658.01万 | 2.46% | 54,816 | -28,148 | -33.9% | -$337.89万 | 减仓 |
| AMZN | AMAZON COM INC | $580.18万 | 2.17% | 27,857 | 418 | 1.5% | $8.71万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $529.05万 | 1.98% | 103,664 | -2,450 | -2.3% | -$12.50万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $482.48万 | 1.80% | 23,770 | 2,564 | 12.1% | $52.04万 | 加仓 |
| BOXX | EA SERIES TRUST | $440.15万 | 1.65% | 37,849 | 235 | 0.6% | $2.73万 | 加仓 |
| BUXX | EA SERIES TRUST | $427.49万 | 1.60% | 211,159 | 177,309 | 523.8% | $358.96万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $414.69万 | 1.55% | 25,351 | -4,106 | -13.9% | -$67.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $407.85万 | 1.52% | 11,016 | 1,046 | 10.5% | $38.73万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $339.59万 | 1.27% | 25,921 | -370 | -1.4% | -$4.85万 | 减仓 |
| GOOGL | ALPHABET INC | $288.05万 | 1.08% | 10,009 | 226 | 2.3% | $6.50万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $282.28万 | 1.06% | 41,341 | -174 | -0.4% | -$1.19万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $281.55万 | 1.05% | 30,353 | -1,661 | -5.2% | -$15.41万 | 重新持有 |
| V | VISA INC | $280.77万 | 1.05% | 9,290 | 46 | 0.5% | $1.39万 | 加仓 |
| CVX | CHEVRON CORPORATION | $278.14万 | 1.04% | 13,443 | -1,910 | -12.4% | -$39.52万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $267.64万 | 1.00% | 49,439 | -271 | -0.5% | -$1.47万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $262.23万 | 0.98% | 21,507 | 201 | 0.9% | $2.45万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $250.41万 | 0.94% | 21,791 | 666 | 3.2% | $7.65万 | 加仓 |
| GOOG | ALPHABET INC | $244.69万 | 0.91% | 8,530 | -142 | -1.6% | -$4.07万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $240.49万 | 0.90% | 61,887 | -2,338 | -3.6% | -$9.09万 | 减仓 |
| REMX | VANECK ETF TRUST | $240.23万 | 0.90% | 27,297 | -6,990 | -20.4% | -$61.52万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $229.33万 | 0.86% | 60,604 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $218.02万 | 0.82% | 15,325 | -375 | -2.4% | -$5.34万 | 减仓 |
| AVGO | BROADCOM INC | $196.26万 | 0.73% | 6,341 | 249 | 4.1% | $7.71万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $195.03万 | 0.73% | 55,405 | 24,520 | 79.4% | $86.31万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $194.13万 | 0.73% | 9,543 | 695 | 7.9% | $14.14万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $189.52万 | 0.71% | 3,955 | 467 | 13.4% | $22.38万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $182.79万 | 0.68% | 38,867 | -74 | -0.2% | -$3,480 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $181.55万 | 0.68% | 101,940 | 6 | 0.0% | $107 | 加仓 |
| AMLP | ALPS ETF TR | $180.23万 | 0.67% | 34,238 | 1,385 | 4.2% | $7.29万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $169.19万 | 0.63% | 78,439 | 156 | 0.2% | $3,365 | 加仓 |
| NFLX | NETFLIX INC. | $166.29万 | 0.62% | 17,295 | 14,005 | 425.7% | $134.66万 | 加仓 |
| CCJ | CAMECO CORP | $164.17万 | 0.61% | 15,115 | -9,760 | -39.2% | -$106.01万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $163.73万 | 0.61% | 11,193 | 1,385 | 14.1% | $20.26万 | 加仓 |
| QQQ | INVESCO QQQ TR | $157.39万 | 0.59% | 2,727 | 45 | 1.7% | $2.60万 | 加仓 |
| — | EXXON MOBIL CORP | $154.82万 | 0.58% | 9,126 | 103 | 1.1% | $1.75万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $151.69万 | 0.57% | 39,483 | 5,616 | 16.6% | $21.58万 | 加仓 |
| META | META PLATFORMS INC | $148.63万 | 0.56% | 2,598 | -9 | -0.3% | -$5,149 | 减仓 |
| DDWM | WISDOMTREE TR | $147.97万 | 0.55% | 33,303 | 4,177 | 14.3% | $18.56万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $140.90万 | 0.53% | 41,722 | -842 | -2.0% | -$2.84万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $137.34万 | 0.51% | 43,014 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $130.64万 | 0.49% | 25,716 | 40 | 0.2% | $2,032 | 加仓 |
| NUE | NUCOR CORP | $130.22万 | 0.49% | 7,701 | 0 | 0.0% | — | 不变 |
| ENFR | ALPS ETF TR | $125.74万 | 0.47% | 32,908 | 18,050 | 121.5% | $68.97万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $123.92万 | 0.46% | 21,921 | 1,002 | 4.8% | $5.66万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $123.13万 | 0.46% | 13,333 | 24 | 0.2% | $2,216 | 加仓 |
| GLD | SPDR GOLD TR | $120.27万 | 0.45% | 2,795 | 101 | 3.7% | $4.35万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $119.55万 | 0.45% | 3,538 | 377 | 11.9% | $12.74万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $113.83万 | 0.43% | 22,852 | -665 | -2.8% | -$3.31万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $113.37万 | 0.42% | 50,746 | 2,056 | 4.2% | $4.59万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $112.86万 | 0.42% | 12,050 | 15 | 0.1% | $1,405 | 加仓 |
| PTLC | PACER FDS TR | $112.48万 | 0.42% | 21,441 | -888 | -4.0% | -$4.66万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $111.66万 | 0.42% | 22,923 | 42 | 0.2% | $2,046 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $110.55万 | 0.41% | 9,979 | -92 | -0.9% | -$1.02万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $109.07万 | 0.41% | 26,969 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $105.88万 | 0.40% | 1,063 | -24 | -2.2% | -$2.39万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $105.87万 | 0.40% | 31,575 | -13,172 | -29.4% | -$44.17万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $103.87万 | 0.39% | 1,597 | 109 | 7.3% | $7.09万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $100.00万 | 0.37% | 22,322 | -595 | -2.6% | -$2.67万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $99.80万 | 0.37% | 3,393 | 54 | 1.6% | $1.59万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $99.20万 | 0.37% | 22,720 | 93 | 0.4% | $4,060 | 加仓 |
| VOO | VANGUARD INDEX FDS | $98.88万 | 0.37% | 1,655 | 490 | 42.1% | $29.28万 | 加仓 |
| CSL | CARLISLE COS INC | $98.12万 | 0.37% | 2,941 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $95.49万 | 0.36% | 26,876 | -940 | -3.4% | -$3.34万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $93.84万 | 0.35% | 58,034 | 723 | 1.3% | $1.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $90.37万 | 0.34% | 24,584 | -572 | -2.3% | -$2.10万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $88.91万 | 0.33% | 3,637 | -258 | -6.6% | -$6.31万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $87.34万 | 0.33% | 27,860 | -92 | -0.3% | -$2,884 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $87.31万 | 0.33% | 24,918 | -580 | -2.3% | -$2.03万 | 减仓 |
| — | ALBEMARLE CORP | $87.30万 | 0.33% | 12,150 | 0 | 0.0% | — | 不变 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $86.71万 | 0.32% | 7,265 | -22 | -0.3% | -$2,626 | 减仓 |
| PG | PROCTER & GAMBLE CO | $86.26万 | 0.32% | 5,972 | -25 | -0.4% | -$3,611 | 减仓 |
| TSLA | TESLA INC | $85.48万 | 0.32% | 2,304 | 227 | 10.9% | $8.42万 | 加仓 |
| BILS | SPDR SERIES TRUST | $85.32万 | 0.32% | 8,580 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $83.03万 | 0.31% | 6,902 | -65 | -0.9% | -$7,819 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $82.58万 | 0.31% | 24,941 | 2,912 | 13.2% | $9.64万 | 加仓 |
| — | PACER FDS TR | $82.37万 | 0.31% | 17,529 | -393 | -2.2% | -$1.85万 | 减仓 |
| SMH | VANECK ETF TRUST | $81.47万 | 0.30% | 2,125 | 10 | 0.5% | $3,834 | 加仓 |
| GEV | GE VERNOVA INC | $80.66万 | 0.30% | 924 | 23 | 2.6% | $2.01万 | 加仓 |
| COWZ | PACER FDS TR | $79.90万 | 0.30% | 12,775 | 560 | 4.6% | $3.50万 | 加仓 |
| IAU | ISHARES GOLD TR | $79.34万 | 0.30% | 9,000 | -101 | -1.1% | -$8,904 | 减仓 |
| GCOW | PACER FDS TR | $76.83万 | 0.29% | 16,616 | 1,042 | 6.7% | $4.82万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $76.13万 | 0.28% | 29,518 | -936 | -3.1% | -$2.41万 | 减仓 |
| APP | APPLOVIN CORP | $76.06万 | 0.28% | 1,911 | -143 | -7.0% | -$5.69万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $74.23万 | 0.28% | 2,197 | -55 | -2.4% | -$1.86万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $73.21万 | 0.27% | 10,223 | -2,014 | -16.5% | -$14.42万 | 减仓 |
| PSEC | PROSPECT CAP CORP | $72.54万 | 0.27% | 277,914 | 2,581 | 0.9% | $6,736 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $72.15万 | 0.27% | 43,436 | -1,058 | -2.4% | -$1.76万 | 减仓 |
| PTNQ | PACER FDS TR | $72.05万 | 0.27% | 9,875 | -596 | -5.7% | -$4.35万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $71.21万 | 0.27% | 5,358 | 361 | 7.2% | $4.80万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $70.57万 | 0.26% | 4,442 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $69.94万 | 0.26% | 475 | -1 | -0.2% | -$1,472 | 减仓 |
| SPTS | SPDR SERIES TRUST | $68.36万 | 0.26% | 23,426 | 7,744 | 49.4% | $22.60万 | 重新持有 |
| — | PUTNAM ETF TRUST | $67.37万 | 0.25% | 92,545 | 27,810 | 43.0% | $20.25万 | 加仓 |
| DIS | DISNEY WALT CO | $67.17万 | 0.25% | 6,969 | -393 | -5.3% | -$3.79万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $66.28万 | 0.25% | 16,492 | 2,324 | 16.4% | $9.34万 | 加仓 |
| MTUM | ISHARES TR | $64.52万 | 0.24% | 2,688 | -2 | -0.1% | -$480 | 减仓 |