13F 机构持仓

TCI Wealth Advisors, Inc.

Tucson AZ · SEC CIK 0001583751

2026Q22026Q1 更早 9 个季度 🔒
$23.11亿2026Q2 申报市值
266持仓数
66.6%前十大占比 · 第一大 13.6%
21 / 10新建仓 / 清仓
申报市值走势$23.11亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFUS 13.6%
DIMENSIONAL ET 10.0%
DFUV 9.6%
AVUV 7.5%
DIMENSIONAL ET 6.1%
DIMENSIONAL ET 4.6%
DFAE 4.2%
DFIV 4.2%
DFGR 3.5%
AVDV 3.3%

2026Q2 买入最多 按季末市值估算

DFUS 加仓+$4,160.04万
DIMENSIONAL ETF 加仓+$3,496.09万
DFUV 加仓+$3,194.39万
AVUV 加仓+$2,195.30万
DIMENSIONAL ETF 加仓+$1,860.06万

2026Q2 卖出最多 按季末市值估算

AMZN 减仓-$205.90万
HON 减仓-$163.89万
DFAX 减仓-$144.12万
VTES 减仓-$136.89万
AGG 减仓-$96.88万

2026Q2 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
DFUS DIMENSIONAL ETF TRUST $3.14亿13.57%3,829,125 507,69315.3% $4,160.04万 加仓
— DIMENSIONAL ETF TRUST $2.32亿10.05%2,820,974 225,9008.7% $1,860.06万 加仓
DFUV DIMENSIONAL ETF TRUST $2.23亿9.63%4,044,731 580,69216.8% $3,194.39万 加仓
AVUV AMERICAN CENTY ETF TR $1.73亿7.50%1,388,724 175,96214.5% $2,195.30万 加仓
— DIMENSIONAL ETF TRUST $1.40亿6.06%3,354,088 837,78733.3% $3,496.09万 加仓
— DIMENSIONAL ETF TRUST $1.06亿4.57%2,382,827 20,3740.9% $90.38万 加仓
DFAE DIMENSIONAL ETF TRUST $9,797.46万4.24%2,436,573 380,42318.5% $1,529.68万 加仓
DFIV DIMENSIONAL ETF TRUST $9,648.69万4.17%1,786,134 175,02710.9% $945.50万 加仓
DFGR DIMENSIONAL ETF TRUST $8,128.36万3.52%2,805,784 21,1000.8% $61.13万 加仓
AVDV AMERICAN CENTY ETF TR $7,725.35万3.34%749,670 52,1397.5% $537.29万 加仓
DIHP DIMENSIONAL ETF TRUST $5,623.31万2.43%1,647,857 312,18723.4% $1,065.34万 加仓
DFIS DIMENSIONAL ETF TRUST $5,471.79万2.37%1,562,031 135,6319.5% $475.12万 加仓
DFGP DIMENSIONAL ETF TRUST $3,732.94万1.62%685,446 70,71111.5% $385.09万 加仓
AAPL APPLE INC $3,567.32万1.54%123,283 -1,519-1.2% -$43.95万 减仓
— DIMENSIONAL ETF TRUST $3,252.74万1.41%465,341 -5,469-1.2% -$38.23万 减仓
DFAX DIMENSIONAL ETF TRUST $2,948.44万1.28%800,336 -39,120-4.7% -$144.12万 减仓
AVEM AMERICAN CENTY ETF TR $2,214.21万0.96%229,475 -4,839-2.1% -$46.69万 减仓
EBI RBB FUND TRUST $2,187.50万0.95%336,794 00.0% — 不变
VTI VANGUARD INDEX FDS $2,126.76万0.92%57,474 2,7825.1% $102.94万 加仓
AGG ISHARES TR $1,985.77万0.86%200,623 -9,788-4.7% -$96.88万 减仓
CAT CATERPILLAR INC $1,591.86万0.69%14,948 -8-0.1% -$8,519 减仓
IJR ISHARES TR $1,581.25万0.68%106,618 -638-0.6% -$9.46万 减仓
AVDE AMERICAN CENTY ETF TR $1,509.93万0.65%169,275 8,7505.5% $78.05万 加仓
DFSU DIMENSIONAL ETF TRUST $1,282.75万0.55%275,091 4,0991.5% $19.11万 加仓
DFLV DIMENSIONAL ETF TRUST $1,214.25万0.53%307,093 12,3734.2% $48.92万 加仓
MSFT MICROSOFT CORP $1,207.04万0.52%32,359 1,8726.1% $69.83万 加仓
IVV ISHARES TR $1,179.57万0.51%15,751 -76-0.5% -$5.69万 减仓
SPY STATE STR SPDR S&P 500 ETF T $1,142.34万0.49%15,297 -64-0.4% -$4.78万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $1,052.12万0.46%21,026 7493.7% $37.48万 加仓
— DIMENSIONAL ETF TRUST $992.73万0.43%255,925 -6,311-2.4% -$24.48万 减仓
JNJ JOHNSON & JOHNSON $979.74万0.42%38,577 -49-0.1% -$1.24万 减仓
NVDA NVIDIA CORPORATION $926.96万0.40%46,327 -3,806-7.6% -$76.15万 减仓
LLY ELI LILLY & CO $818.53万0.35%6,824 100.1% $1.20万 加仓
DFAI DIMENSIONAL ETF TRUST $810.01万0.35%196,365 8,6374.6% $35.63万 加仓
AMZN AMAZON COM INC $710.50万0.31%29,811 -8,639-22.5% -$205.90万 减仓
— EXXON MOBIL CORP $697.68万0.30%51,030 5031.0% $6.88万 加仓
DFAW DIMENSIONAL ETF TRUST $640.22万0.28%77,330 -1,817-2.3% -$15.04万 减仓
VTV VANGUARD INDEX FDS $638.12万0.28%29,281 5011.7% $10.92万 加仓
COST COSTCO WHOLESALE CORPORATION $598.18万0.26%6,394 370.6% $3.46万 加仓
— DIMENSIONAL ETF TRUST $583.45万0.25%71,170 1,5212.2% $12.47万 加仓
GOOGL ALPHABET INC $580.33万0.25%16,239 5873.8% $20.98万 加仓
DFAU DIMENSIONAL ETF TRUST $578.85万0.25%111,984 9,7969.6% $50.64万 加仓
DFIC DIMENSIONAL ETF TRUST $578.61万0.25%155,289 16,18311.6% $60.30万 加仓
GOOG ALPHABET INC $558.62万0.24%15,810 -530-3.2% -$18.73万 减仓
DFEM DIMENSIONAL ETF TRUST $545.01万0.24%134,106 -1,377-1.0% -$5.60万 减仓
WWD WOODWARD INC $531.37万0.23%12,490 00.0% — 不变
MCD MCDONALDS CORP $514.89万0.22%19,048 -162-0.8% -$4.38万 减仓
QUAL ISHARES TR $509.30万0.22%23,210 -44-0.2% -$9,655 减仓
DFSI DIMENSIONAL ETF TRUST $497.66万0.22%110,345 2,1902.0% $9.88万 加仓
CVX CHEVRON CORPORATION $453.52万0.20%27,360 3881.4% $6.43万 加仓
DFSE DIMENSIONAL ETF TRUST $412.33万0.18%84,357 -646-0.8% -$3.16万 减仓
ABBV ABBVIE INC $388.31万0.17%15,431 2681.8% $6.74万 加仓
QQQ INVESCO QQQ TR $383.44万0.17%5,207 -12-0.2% -$8,837 减仓
AVLV AMERICAN CENTY ETF TR $382.34万0.17%41,919 3,0317.8% $27.65万 加仓
VOO VANGUARD INDEX FDS $369.44万0.16%5,379 1993.8% $13.67万 加仓
BIV VANGUARD BD INDEX FDS $364.10万0.16%47,470 30,114173.5% $230.98万 加仓
BSV VANGUARD BD INDEX FDS $363.74万0.16%46,687 -68-0.1% -$5,298 减仓
JPM JPMORGAN CHASE & CO $363.49万0.16%11,105 3603.4% $11.78万 加仓
BND VANGUARD BD INDEX FDS $312.16万0.14%42,523 -1,973-4.4% -$14.48万 减仓
VTEB VANGUARD MUN BD FDS $297.17万0.13%58,752 30,294106.5% $153.23万 加仓
VTES VANGUARD WELLINGTON FD $254.85万0.11%25,155 -13,512-34.9% -$136.89万 减仓
DFSD DIMENSIONAL ETF TRUST $252.44万0.11%52,867 6151.2% $2.94万 加仓
TSLA TESLA INC $239.02万0.10%5,683 -331-5.5% -$13.92万 减仓
VB VANGUARD INDEX FDS $238.87万0.10%7,880 1962.6% $5.94万 加仓
WMT WALMART INC $238.02万0.10%21,016 -366-1.7% -$4.15万 减仓
AVGO BROADCOM INC $230.73万0.10%6,108 2394.1% $9.03万 加仓
VCSH VANGUARD SCOTTSDALE FDS $215.91万0.09%27,320 21,132341.5% $167.00万 加仓
VTEI VANGUARD MUN BD FDS $214.84万0.09%21,278 50.0% $505 加仓
IBM INTERNATIONAL BUSINESS MACHS $208.80万0.09%7,425 -389-5.0% -$10.94万 减仓
MCK MCKESSON CORP $206.79万0.09%2,737 -1-0.0% -$756 减仓
EFA ISHARES TR $206.22万0.09%19,852 -51-0.3% -$5,298 减仓
KMB KIMBERLY-CLARK CORP $204.01万0.09%18,585 -20-0.1% -$2,195 减仓
PG PROCTER & GAMBLE CO $201.72万0.09%13,756 -627-4.4% -$9.19万 减仓
VBK VANGUARD INDEX FDS $197.09万0.09%5,389 00.0% — 不变
INTC INTEL CORP $194.73万0.08%13,946 -5,314-27.6% -$74.20万 减仓
UPST UPSTART HLDGS INC $186.74万0.08%52,706 4,3178.9% $15.30万 加仓
AXP AMERICAN EXPRESS CO $178.83万0.08%5,287 62313.4% $21.07万 加仓
HON HONEYWELL INTL INC $170.70万0.07%7,624 -7,320-49.0% -$163.89万 减仓
META META PLATFORMS INC $168.32万0.07%2,988 -58-1.9% -$3.27万 减仓
HONA HONEYWELL AEROSPACE INC $167.67万0.07%7,584 7,584— $167.67万 新建仓
PEP PEPSICO INC $166.66万0.07%12,309 -2,108-14.6% -$28.54万 减仓
HD HOME DEPOT INC $165.68万0.07%4,698 -703-13.0% -$24.79万 减仓
IWD ISHARES TR $158.49万0.07%6,537 1,13321.0% $27.47万 加仓
GE GE AEROSPACE $153.67万0.07%4,112 130.3% $4,858 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $149.77万0.06%2 00.0% — 不变
CSCO CISCO SYS INC $145.72万0.06%12,406 9978.7% $11.71万 加仓
TXN TEXAS INSTRS INC $144.78万0.06%4,857 -15-0.3% -$4,471 减仓
ITW ILLINOIS TOOL WKS INC $142.54万0.06%5,270 991.9% $2.68万 加仓
VEU VANGUARD INTL EQUITY INDEX F $133.84万0.06%15,981 5,27049.2% $44.14万 加仓
VSS VANGUARD INTL EQUITY INDEX F $133.27万0.06%8,638 1982.3% $3.05万 加仓
WSO WATSCO INC $132.94万0.06%3,190 792.5% $3.29万 加仓
VUG VANGUARD INDEX FDS $131.89万0.06%15,311 -97-0.6% -$8,356 减仓
PSN PARSONS CORP DEL $131.50万0.06%25,101 1080.4% $5,658 加仓
RTX RTX CORPORATION $128.99万0.06%6,799 2944.5% $5.58万 加仓
MMM 3M CO $128.52万0.06%7,938 -404-4.8% -$6.54万 减仓
DVY ISHARES TR $127.61万0.06%8,164 -110-1.3% -$1.72万 减仓
V VISA INC $126.52万0.05%3,688 601.7% $2.06万 加仓
CVS CVS HEALTH CORP $124.69万0.05%12,053 -1,213-9.1% -$12.55万 减仓
MRK MERCK & CO INC $118.76万0.05%9,242 6227.2% $7.99万 加仓
VDE VANGUARD WORLD FD $118.18万0.05%7,872 2873.8% $4.31万 加仓