13F 机构持仓

TCI Wealth Advisors, Inc.

Tucson AZ · SEC CIK 0001583751

2026Q22026Q1 更早 9 个季度 🔒
$18.83亿2026Q1 申报市值
251持仓数
64.0%前十大占比 · 第一大 12.5%
11 / 14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 12.5%
DIMENSIONAL ET 9.8%
DFUV 8.9%
AVUV 7.1%
DIMENSIONAL ET 4.9%
DIMENSIONAL ET 4.9%
DFIV 4.5%
DFGR 3.9%
AVDV 3.7%
DFAE 3.7%

2026Q1 买入最多 按季末市值估算

DIMENSIONAL ETF 加仓+$1,189.62万
DFUS 加仓+$1,084.97万
AVUV 加仓+$748.62万
DFUV 加仓+$700.48万
DIMENSIONAL ETF 加仓+$399.85万

2026Q1 卖出最多 按季末市值估算

JPM 减仓-$125.31万
DFAX 减仓-$125.18万
LLY 减仓-$113.78万
AAPL 减仓-$99.87万
VNQ 减仓-$98.51万

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
MPC MARATHON PETE CORP $00.00%0 —— — 申报中断
LII LENNOX INTL INC $00.00%0 -823-100.0% -$39.96万 清仓
EVTR MORGAN STANLEY ETF TRUST $00.00%0 -7,484-100.0% -$38.54万 清仓
DLS WISDOMTREE TR $00.00%0 -3,987-100.0% -$32.30万 清仓
INTU INTUIT $00.00%0 -480-100.0% -$31.80万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -3,736-100.0% -$30.53万 清仓
MTCH MATCH GROUP INC NEW $00.00%0 -7,235-100.0% -$23.36万 清仓
IBIT ISHARES BITCOIN TRUST ETF $00.00%0 -4,467-100.0% -$22.18万 清仓
BLK BLACKROCK INC $00.00%0 —— — 申报中断
RDDT REDDIT INC $00.00%0 -947-100.0% -$21.77万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 —— — 申报中断
PPA INVESCO EXCHANGE TRADED FD T $00.00%0 —— — 申报中断
TSCO TRACTOR SUPPLY CO $00.00%0 -4,153-100.0% -$20.77万 清仓
SCHB SCHWAB STRATEGIC TR $00.00%0 -7,886-100.0% -$20.68万 清仓
NVS NOVARTIS AG $00.00%0 -1,497-100.0% -$20.64万 清仓
CI THE CIGNA GROUP $00.00%0 -748-100.0% -$20.59万 清仓
— TEGNA INC $00.00%0 -10,455-100.0% -$20.29万 清仓
DNP DNP SELECT INCOME FD INC $00.00%0 -10,594-100.0% -$10.58万 清仓
— AMERICAN BITCOIN CORP. $1.79万0.00%19,345 19,345— $1.79万 新建仓
— TRX GOLD CORPORATION $1.90万0.00%12,675 12,675— $1.90万 新建仓
— THE REAL BROKERAGE INC $3.90万0.00%15,617 00.0% — 不变
— CLEAR CHANNEL OUTDOOR HLDGS $6.78万0.00%28,600 00.0% — 不变
EPRX EUPRAXIA PHARMACEUTICALS INC $7.96万0.00%11,000 00.0% — 不变
THM INTERNATIONAL TOWER HILL MIN $9.74万0.01%42,331 42,331— $9.74万 新建仓
— AUDIOEYE INC $14.62万0.01%22,945 00.0% — 不变
AUR AURORA INNOVATION INC $18.23万0.01%44,252 10,66431.7% $4.39万 加仓
ORLY OREILLY AUTOMOTIVE INC $20.08万0.01%2,175 -27-1.2% -$2,492 减仓
CMI CUMMINS INC $20.18万0.01%375 375— $20.18万 新建仓
YUM YUM BRANDS INC $20.26万0.01%1,303 -118-8.3% -$1.83万 重新持有
COP CONOCOPHILLIPS $20.67万0.01%1,566 -767-32.9% -$10.12万 重新持有
SDY SPDR SERIES TRUST $20.92万0.01%1,434 1,434— $20.92万 新建仓
VBIL VANGUARD INSTL INDEX FD $21.07万0.01%2,786 2,786— $21.07万 新建仓
AFL AFLAC INC $21.11万0.01%1,924 30.2% $329 加仓
ANET ARISTA NETWORKS INC $21.18万0.01%1,725 201.2% $2,456 加仓
TMO THERMO FISHER SCIENTIFIC INC $21.18万0.01%431 225.4% $1.08万 加仓
HUBB HUBBELL INC $21.30万0.01%434 434— $21.30万 新建仓
IVE ISHARES TR $21.79万0.01%1,032 -80-7.2% -$1.69万 减仓
TROW PRICE T ROWE GROUP INC $21.82万0.01%2,421 -29-1.2% -$2,614 减仓
— WEBSTER FINL CORP $22.12万0.01%3,186 00.0% — 不变
TJX TJX COS INC NEW $22.39万0.01%1,402 -2,445-63.6% -$39.05万 减仓
CSW CSW INDUSTRIALS INC $22.44万0.01%861 -3-0.3% -$782 减仓
TT TRANE TECHNOLOGIES PLC $22.59万0.01%542 173.2% $7,085 加仓
SCHV SCHWAB STRATEGIC TR $22.71万0.01%7,446 00.0% — 不变
MCO MOODYS CORP $22.82万0.01%523 -12-2.2% -$5,235 减仓
DUK DUKE ENERGY CORP NEW $23.05万0.01%1,760 -202-10.3% -$2.64万 减仓
ADI ANALOG DEVICES INC $23.26万0.01%731 -19-2.5% -$6,045 减仓
IWN ISHARES TR $23.27万0.01%1,228 1,228— $23.27万 新建仓
MRSH MARSH & MCLENNAN COS INC $23.43万0.01%1,351 -199-12.8% -$3.45万 减仓
C CITIGROUP INC $23.92万0.01%2,109 -7-0.3% -$794 减仓
RSP INVESCO EXCHANGE TRADED FD T $23.98万0.01%1,249 161.3% $3,072 加仓
USHY ISHARES TR $23.99万0.01%6,511 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $24.05万0.01%1,835 20.1% $262 加仓
AVSE AMERICAN CENTY ETF TR $24.08万0.01%3,617 -112-3.0% -$7,456 减仓
WM WASTE MGMT INC DEL $24.20万0.01%1,053 747.6% $1.70万 加仓
MS MORGAN STANLEY $24.44万0.01%1,485 -140-8.6% -$2.30万 减仓
ISRG INTUITIVE SURGICAL INC $24.48万0.01%531 -36-6.3% -$1.66万 减仓
IXUS ISHARES TR $25.21万0.01%2,910 2,910— $25.21万 新建仓
MU MICRON TECHNOLOGY INC $25.72万0.01%761 -80-9.5% -$2.70万 减仓
PPG PPG INDS INC $26.77万0.01%2,505 -1,435-36.4% -$15.34万 减仓
— CALAVO GROWERS INC $26.94万0.01%10,444 00.0% — 不变
— WARNER BROS DISCOVERY INC $26.98万0.01%9,827 -19-0.2% -$522 减仓
URI UNITED RENTALS INC $27.03万0.01%371 00.0% — 不变
MDGL MADRIGAL PHARMACEUTICALS INC $27.06万0.01%517 00.0% — 不变
CTVA CORTEVA INC $27.12万0.01%3,240 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $27.27万0.01%8,888 -109-1.2% -$3,344 减仓
DTE DTE ENERGY CO $27.30万0.01%1,867 -482-20.5% -$7.05万 减仓
ESML ISHARES TR $27.39万0.01%5,826 911.6% $4,279 加仓
ALL ALLSTATE CORP $27.41万0.01%1,322 -61-4.4% -$1.26万 减仓
DINO HF SINCLAIR CORP $27.46万0.01%4,402 00.0% — 不变
AIQ GLOBAL X FDS $27.62万0.01%5,919 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $27.71万0.01%4,569 -200-4.2% -$1.21万 减仓
BNY BANK NEW YORK MELLON CORP $27.93万0.01%2,354 10.0% $119 加仓
PFF ISHARES TR $28.11万0.01%9,270 4425.0% $1.34万 加仓
IRM IRON MTN INC DEL $28.15万0.01%2,756 441.6% $4,494 加仓
QQQM INVESCO EXCH TRADED FD TR II $28.28万0.02%1,190 32337.3% $7.68万 加仓
VXUS VANGUARD STAR FDS $28.36万0.02%3,678 611.7% $4,704 重新持有
SYK STRYKER CORPORATION $28.98万0.02%882 -8-0.9% -$2,629 减仓
PANW PALO ALTO NETWORKS INC $29.03万0.02%1,811 502.8% $8,016 加仓
SOLS SOLSTICE ADVANCED MATLS INC $29.16万0.02%3,829 3,829— $29.16万 新建仓
ESGV VANGUARD WORLD FD $29.28万0.02%2,608 -4-0.2% -$449 减仓
— MISTER CAR WASH INC $29.66万0.02%42,555 -203-0.5% -$1,415 减仓
PSX PHILLIPS 66 $30.26万0.02%1,661 20.1% $364 加仓
USB US BANCORP $30.56万0.02%5,876 1152.0% $5,981 加仓
RAA ETF OPPORTUNITIES TRUST $30.72万0.02%11,125 220.2% $607 加仓
NEE NEXTERA ENERGY INC $32.13万0.02%3,459 -234-6.3% -$2.17万 减仓
QTUM ETF SER SOLUTIONS $32.40万0.02%3,020 90.3% $966 加仓
KO COCA COLA CO $32.70万0.02%4,299 -1,332-23.7% -$10.13万 减仓
GLW CORNING INC $32.89万0.02%2,419 50.2% $680 加仓
WFC WELLS FARGO & CO $33.44万0.02%4,201 -132-3.0% -$1.05万 减仓
SCHA SCHWAB STRATEGIC TR $33.64万0.02%11,567 1080.9% $3,141 加仓
AVIV AMERICAN CENTY ETF TR $33.78万0.02%4,514 -99-2.1% -$7,408 减仓
ATR APTARGROUP INC $34.67万0.02%2,751 -1-0.0% -$126 减仓
GWX SPDR INDEX SHS FDS $35.13万0.02%8,318 00.0% — 不变
NUE NUCOR CORP $35.34万0.02%2,090 00.0% — 不变
ITA ISHARES TR $35.54万0.02%1,624 00.0% — 不变
AVSU AMERICAN CENTY ETF TR $37.09万0.02%5,017 00.0% — 不变
MGK VANGUARD WORLD FD $37.11万0.02%1,010 373.8% $1.36万 加仓
SCHX SCHWAB STRATEGIC TR $38.26万0.02%14,923 400.3% $1,026 加仓
PLTR PALANTIR TECHNOLOGIES INC $38.43万0.02%2,627 -28-1.1% -$4,096 减仓
MDT MEDTRONIC PLC $39.39万0.02%4,546 -371-7.5% -$3.21万 减仓