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
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -2,627-100.0% -$38.43万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -3,459-100.0% -$32.13万 清仓
— MISTER CAR WASH INC $00.00%0 -42,555-100.0% -$29.66万 清仓
— CALAVO GROWERS INC $00.00%0 -10,444-100.0% -$26.94万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -1,351-100.0% -$23.43万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -1,760-100.0% -$23.05万 清仓
TJX TJX COS INC NEW $00.00%0 -1,402-100.0% -$22.39万 清仓
SDY SPDR SERIES TRUST $00.00%0 -1,434-100.0% -$20.92万 清仓
COP CONOCOPHILLIPS $00.00%0 -1,566-100.0% -$20.67万 清仓
ORLY OREILLY AUTOMOTIVE INC $00.00%0 -2,175-100.0% -$20.08万 清仓
— AMERICAN BITCOIN CORP. $1.35万0.00%19,889 5442.8% $371 加仓
— TRX GOLD CORPORATION $1.46万0.00%17,675 5,00039.4% $4,125 加仓
— THE REAL BROKERAGE INC $2.84万0.00%15,617 00.0% — 不变
— CLEAR CHANNEL OUTDOOR HLDGS $6.92万0.00%28,600 00.0% — 不变
EPRX EUPRAXIA PHARMACEUTICALS INC $7.27万0.00%11,000 00.0% — 不变
THM INTERNATIONAL TOWER HILL MIN $8.42万0.00%42,331 00.0% — 不变
AVO MISSION PRODUCE INC $12.05万0.01%10,224 10,224— $12.05万 新建仓
— AUDIOEYE INC $13.33万0.01%22,945 00.0% — 不变
IWO ISHARES TR $20.21万0.01%513 513— $20.21万 新建仓
VOE VANGUARD INDEX FDS $20.49万0.01%1,037 1,037— $20.49万 新建仓
PPA INVESCO EXCHANGE TRADED FD T $20.53万0.01%1,162 -176-13.2% -$3.11万 重新持有
DES WISDOMTREE TR $20.79万0.01%5,110 5,110— $20.79万 新建仓
PANW PALO ALTO NETWORKS INC $20.80万0.01%610 -1,201-66.3% -$40.96万 减仓
YUM YUM BRANDS INC $20.81万0.01%1,302 -1-0.1% -$160 减仓
GILD GILEAD SCIENCES INC $20.99万0.01%1,661 1,661— $20.99万 新建仓
ISRG INTUITIVE SURGICAL INC $21.00万0.01%528 -3-0.6% -$1,193 减仓
Q QNITY ELECTRONICS INC $21.03万0.01%1,288 1,288— $21.03万 新建仓
VTHR VANGUARD SCOTTSDALE FDS $21.77万0.01%657 657— $21.77万 新建仓
UNH UNITEDHEALTH GROUP INC $22.11万0.01%532 532— $22.11万 新建仓
AFL AFLAC INC $22.53万0.01%1,922 -2-0.1% -$234 减仓
ETN EATON CORP PLC $22.58万0.01%530 530— $22.58万 新建仓
HUBB HUBBELL INC $22.76万0.01%435 10.2% $523 加仓
CTVA CORTEVA INC $23.03万0.01%2,719 -521-16.1% -$4.41万 减仓
TRV TRAVELERS COMPANIES INC $23.08万0.01%699 699— $23.08万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $23.16万0.01%462 317.2% $1.55万 加仓
MPC MARATHON PETE CORP $23.26万0.01%910 -2,761-75.2% -$70.58万 重新持有
BLK BLACKROCK INC $23.38万0.01%243 3818.5% $3.66万 重新持有
IVE ISHARES TR $23.43万0.01%1,032 00.0% — 不变
DEXC DIMENSIONAL ETF TRUST $23.90万0.01%2,893 2,893— $23.90万 新建仓
CSW CSW INDUSTRIALS INC $23.96万0.01%861 00.0% — 不变
WM WASTE MGMT INC DEL $24.07万0.01%1,080 272.6% $6,018 加仓
MTUM ISHARES TR $24.31万0.01%709 709— $24.31万 新建仓
— WEBSTER FINL CORP $24.32万0.01%3,183 -3-0.1% -$229 减仓
SM SM ENERGY COMPANY $25.16万0.01%9,639 -8,638-47.3% -$22.55万 减仓
— DIMENSIONAL ETF TRUST $25.25万0.01%9,652 -7,024-42.1% -$18.38万 减仓
VBIL VANGUARD INSTL INDEX FD $25.43万0.01%3,360 57420.6% $4.34万 加仓
AEP AMERICAN ELEC PWR CO INC $25.79万0.01%1,885 502.7% $6,841 加仓
MCO MOODYS CORP $26.18万0.01%578 5510.5% $2.49万 加仓
BMY BRISTOL-MYERS SQUIBB CO $26.26万0.01%4,558 -11-0.2% -$634 减仓
RSP INVESCO EXCHANGE TRADED FD T $26.26万0.01%1,234 -15-1.2% -$3,193 减仓
TT TRANE TECHNOLOGIES PLC $26.57万0.01%541 -1-0.2% -$491 减仓
— WARNER BROS DISCOVERY INC $26.75万0.01%10,033 2062.1% $5,492 加仓
AVSE AMERICAN CENTY ETF TR $26.80万0.01%3,275 -342-9.5% -$2.80万 减仓
CMI CUMMINS INC $27.10万0.01%380 51.3% $3,566 加仓
TROW PRICE T ROWE GROUP INC $27.65万0.01%2,432 110.5% $1,251 加仓
USHY ISHARES TR $27.75万0.01%7,497 98615.1% $3.65万 加仓
MDGL MADRIGAL PHARMACEUTICALS INC $27.76万0.01%517 00.0% — 不变
SYK STRYKER CORPORATION $27.77万0.01%882 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $27.77万0.01%8,759 -129-1.5% -$4,091 减仓
DINO HF SINCLAIR CORP $28.17万0.01%4,045 -357-8.1% -$2.49万 减仓
PFF ISHARES TR $28.26万0.01%9,270 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $28.30万0.01%950 950— $28.30万 新建仓
DTE DTE ENERGY CO $28.65万0.01%1,880 130.7% $1,981 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $28.66万0.01%297 297— $28.66万 新建仓
ADI ANALOG DEVICES INC $28.87万0.01%727 -4-0.5% -$1,589 减仓
AAPL APPLE INC 看涨期权 $28.94万0.01%1,000 1,000— $28.94万 新建仓
ANET ARISTA NETWORKS INC $29.03万0.01%1,709 -16-0.9% -$2,718 减仓
IXUS ISHARES TR $29.25万0.01%3,065 1555.3% $1.48万 加仓
C CITIGROUP INC $29.56万0.01%2,112 30.1% $420 加仓
DELL DELL TECHNOLOGIES INC $29.77万0.01%690 690— $29.77万 新建仓
MS MORGAN STANLEY $29.96万0.01%1,433 -52-3.5% -$1.09万 减仓
SNDK SANDISK CORP $30.01万0.01%132 132— $30.01万 新建仓
WFC WELLS FARGO & CO $30.11万0.01%3,644 -557-13.3% -$4.60万 减仓
AUR AURORA INNOVATION INC $30.18万0.01%44,246 -6-0.0% -$41 减仓
PPG PPG INDS INC $30.24万0.01%2,493 -12-0.5% -$1,455 减仓
HPE HEWLETT PACKARD ENTERPRISE C $30.60万0.01%6,783 6,783— $30.60万 新建仓
SCHV SCHWAB STRATEGIC TR $30.87万0.01%8,868 1,42219.1% $4.95万 加仓
PSX PHILLIPS 66 $32.09万0.01%1,898 23714.3% $4.01万 加仓
ESML ISHARES TR $32.71万0.01%5,849 230.4% $1,286 加仓
USB US BANCORP $32.80万0.01%5,431 -445-7.6% -$2.69万 减仓
BNY BANK OF NY MELLON CORP $32.90万0.01%2,275 -79-3.4% -$1.14万 减仓
RAA ETF OPPORTUNITIES TRUST $32.91万0.01%11,162 370.3% $1,091 加仓
IRM IRON MTN INC DEL $33.28万0.01%2,635 -121-4.4% -$1.53万 减仓
ALL ALLSTATE CORP $33.95万0.01%1,427 1057.9% $2.50万 加仓
KO COCA COLA CO $34.11万0.01%4,197 -102-2.4% -$8,290 减仓
NSC NORFOLK SOUTHN CORP $34.34万0.01%1,091 -636-36.8% -$20.02万 减仓
ESGV VANGUARD WORLD FD $34.49万0.01%2,608 00.0% — 不变
ATR APTARGROUP INC $34.56万0.01%2,760 90.3% $1,127 加仓
SOLS SOLSTICE ADVANCED MATLS INC $34.62万0.01%3,907 782.0% $6,911 加仓
MDT MEDTRONIC PLC $34.69万0.02%4,434 -112-2.5% -$8,762 减仓
QQQM INVESCO EXCH TRADED FD TR II $36.05万0.02%1,190 00.0% — 不变
GWX SPDR INDEX SHS FDS $36.40万0.02%8,318 00.0% — 不变
PFE PFIZER INC $36.74万0.02%15,257 980.6% $2,360 加仓
COR CENCORA INC $37.86万0.02%1,338 -27-2.0% -$7,640 减仓
IWN ISHARES TR $37.99万0.02%1,717 48939.8% $10.82万 加仓
NOW SERVICENOW INC $38.28万0.02%3,856 -898-18.9% -$8.92万 减仓
BX BLACKSTONE INC $38.34万0.02%3,258 -1,085-25.0% -$12.77万 减仓
AIQ GLOBAL X FDS $38.83万0.02%5,919 00.0% — 不变
DIS DISNEY WALT CO $39.25万0.02%4,078 -126-3.0% -$1.21万 减仓
KLAC KLA CORP $39.52万0.02%1,310 1,310— $39.52万 新建仓