TCI Wealth Advisors, Inc.
Tucson AZ · SEC CIK 0001583751
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $39.44万 | 0.02% | 16,676 | 17 | 0.1% | $402 | 加仓 |
| BA | BOEING CO | $39.71万 | 0.02% | 1,995 | -72 | -3.5% | -$1.43万 | 减仓 |
| SBUX | STARBUCKS CORP | $40.34万 | 0.02% | 4,502 | 1,904 | 73.3% | $17.06万 | 加仓 |
| DIS | DISNEY WALT CO | $40.52万 | 0.02% | 4,204 | -650 | -13.4% | -$6.26万 | 减仓 |
| IWM | ISHARES TR | $40.82万 | 0.02% | 1,646 | -27 | -1.6% | -$6,695 | 减仓 |
| XEL | XCEL ENERGY INC | $41.17万 | 0.02% | 5,182 | 6 | 0.1% | $477 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $41.39万 | 0.02% | 5,620 | -90 | -1.6% | -$6,628 | 减仓 |
| ISCF | ISHARES TR | $42.05万 | 0.02% | 10,063 | -237 | -2.3% | -$9,904 | 减仓 |
| USMV | ISHARES TR | $42.14万 | 0.02% | 4,544 | -36 | -0.8% | -$3,339 | 减仓 |
| AMAT | APPLIED MATLS INC | $42.18万 | 0.02% | 1,234 | -6 | -0.5% | -$2,051 | 减仓 |
| PFE | PFIZER INC | $42.57万 | 0.02% | 15,159 | -717 | -4.5% | -$2.01万 | 减仓 |
| SO | SOUTHERN CO | $42.59万 | 0.02% | 4,413 | -2 | -0.0% | -$193 | 减仓 |
| COR | CENCORA INC | $42.88万 | 0.02% | 1,365 | 20 | 1.5% | $6,283 | 重新持有 |
| — | GATES INDL CORP PLC | $43.66万 | 0.02% | 19,308 | 2,433 | 14.4% | $5.50万 | 加仓 |
| IDV | ISHARES TR | $44.68万 | 0.02% | 10,498 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $45.12万 | 0.02% | 2,380 | -39 | -1.6% | -$7,394 | 减仓 |
| CTAS | CINTAS CORP | $45.68万 | 0.02% | 2,701 | 8 | 0.3% | $1,353 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $47.25万 | 0.03% | 2,590 | -244 | -8.6% | -$4.45万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $49.05万 | 0.03% | 6,188 | 202 | 3.4% | $1.60万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $49.56万 | 0.03% | 1,727 | 1 | 0.1% | $287 | 加仓 |
| NOW | SERVICENOW INC | $49.70万 | 0.03% | 4,754 | 69 | 1.5% | $7,214 | 加仓 |
| BX | BLACKSTONE INC | $49.94万 | 0.03% | 4,343 | 351 | 8.8% | $4.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $50.06万 | 0.03% | 9,261 | -223 | -2.4% | -$1.21万 | 减仓 |
| IWR | ISHARES TR | $50.10万 | 0.03% | 5,153 | -123 | -2.3% | -$1.20万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $50.12万 | 0.03% | 1,483 | 12 | 0.8% | $4,055 | 加仓 |
| VGT | VANGUARD WORLD FD | $50.78万 | 0.03% | 728 | -15 | -2.0% | -$1.05万 | 减仓 |
| VLO | VALERO ENERGY CORP | $51.15万 | 0.03% | 2,070 | -4 | -0.2% | -$988 | 减仓 |
| LRCX | LAM RESEARCH CORP | $51.21万 | 0.03% | 2,397 | 1 | 0.0% | $214 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $51.36万 | 0.03% | 5,098 | 20 | 0.4% | $2,015 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $54.62万 | 0.03% | 6,205 | -20 | -0.3% | -$1,760 | 减仓 |
| QCOM | QUALCOMM INC | $55.34万 | 0.03% | 4,297 | 15 | 0.4% | $1,932 | 加仓 |
| EMXC | ISHARES INC | $56.37万 | 0.03% | 7,166 | 591 | 9.0% | $4.65万 | 加仓 |
| SM | SM ENERGY COMPANY | $56.99万 | 0.03% | 18,277 | -11,178 | -37.9% | -$34.85万 | 减仓 |
| IFRA | ISHARES TR | $58.04万 | 0.03% | 10,146 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $59.24万 | 0.03% | 4,159 | 4,159 | — | $59.24万 | 新建仓 |
| AMGN | AMGEN INC | $59.52万 | 0.03% | 1,692 | -1,012 | -37.4% | -$35.60万 | 减仓 |
| MO | ALTRIA GROUP INC | $60.47万 | 0.03% | 9,163 | 353 | 4.0% | $2.33万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $61.44万 | 0.03% | 12,086 | 82 | 0.7% | $4,169 | 加仓 |
| BAC | BANK AMERICA CORP | $62.07万 | 0.03% | 12,732 | -824 | -6.1% | -$4.02万 | 减仓 |
| IJH | ISHARES TR | $62.29万 | 0.03% | 9,224 | -380 | -4.0% | -$2.57万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $65.49万 | 0.03% | 3,015 | 44 | 1.5% | $9,558 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $67.27万 | 0.04% | 11,674 | -998 | -7.9% | -$5.75万 | 减仓 |
| IWF | ISHARES TR | $67.84万 | 0.04% | 1,591 | -135 | -7.8% | -$5.76万 | 减仓 |
| ORCL | ORACLE CORP | $68.69万 | 0.04% | 4,669 | -375 | -7.4% | -$5.52万 | 减仓 |
| FDX | FEDEX CORP | $69.17万 | 0.04% | 1,942 | 2 | 0.1% | $712 | 加仓 |
| DE | DEERE & CO | $69.17万 | 0.04% | 1,228 | -16 | -1.3% | -$9,013 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $69.42万 | 0.04% | 5,019 | 268 | 5.6% | $3.71万 | 加仓 |
| GWW | WW GRAINGER INC | $69.92万 | 0.04% | 641 | 1 | 0.2% | $1,091 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $72.02万 | 0.04% | 4,863 | 3 | 0.1% | $444 | 加仓 |
| MA | MASTERCARD INCORPORATED | $74.71万 | 0.04% | 1,495 | -77 | -4.9% | -$3.85万 | 减仓 |
| NFLX | NETFLIX INC. | $75.13万 | 0.04% | 7,814 | -1,022 | -11.6% | -$9.83万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $78.21万 | 0.04% | 1,268 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $80.44万 | 0.04% | 10,711 | -166 | -1.5% | -$1.25万 | 减仓 |
| IEFA | ISHARES TR | $81.78万 | 0.04% | 9,033 | -429 | -4.5% | -$3.88万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $83.17万 | 0.04% | 9,376 | -11,106 | -54.2% | -$98.51万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $83.22万 | 0.04% | 28,567 | 301 | 1.1% | $8,768 | 加仓 |
| GEV | GE VERNOVA INC | $83.80万 | 0.04% | 960 | -96 | -9.1% | -$8.38万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $84.03万 | 0.04% | 3,907 | 37 | 1.0% | $7,958 | 加仓 |
| INTC | INTEL CORP | $85.00万 | 0.05% | 19,260 | 894 | 4.9% | $3.95万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $85.78万 | 0.05% | 1,014 | 6 | 0.6% | $5,076 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $86.06万 | 0.05% | 5,205 | 8 | 0.2% | $1,323 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $86.16万 | 0.05% | 34,811 | 5,572 | 19.1% | $13.79万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $87.05万 | 0.05% | 9,263 | 717 | 8.4% | $6.74万 | 加仓 |
| STIP | ISHARES TR | $87.51万 | 0.05% | 8,461 | -242 | -2.8% | -$2.50万 | 减仓 |
| CSCO | CISCO SYS INC | $88.53万 | 0.05% | 11,409 | -62 | -0.5% | -$4,811 | 减仓 |
| UNP | UNION PAC CORP | $91.09万 | 0.05% | 3,754 | -1,613 | -30.1% | -$39.14万 | 减仓 |
| GLD | SPDR GOLD TR | $91.22万 | 0.05% | 2,120 | -579 | -21.5% | -$24.91万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $91.55万 | 0.05% | 14,287 | 478 | 3.5% | $3.06万 | 加仓 |
| TXN | TEXAS INSTRS INC | $94.59万 | 0.05% | 4,872 | -337 | -6.5% | -$6.54万 | 减仓 |
| CVS | CVS HEALTH CORP | $95.28万 | 0.05% | 13,266 | -26 | -0.2% | -$1,867 | 减仓 |
| ABT | ABBOTT LABORATORIES | $101.95万 | 0.05% | 9,930 | 76 | 0.8% | $7,803 | 加仓 |
| MRK | MERCK & CO INC | $103.69万 | 0.06% | 8,620 | -125 | -1.4% | -$1.50万 | 减仓 |
| V | VISA INC | $109.64万 | 0.06% | 3,628 | -150 | -4.0% | -$4.53万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $112.18万 | 0.06% | 2,568 | 24 | 0.9% | $1.05万 | 加仓 |
| WSO | WATSCO INC | $113.18万 | 0.06% | 3,111 | 1,326 | 74.3% | $48.24万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $113.70万 | 0.06% | 1,881 | -416 | -18.1% | -$25.14万 | 减仓 |
| IWD | ISHARES TR | $115.46万 | 0.06% | 5,404 | -94 | -1.7% | -$2.01万 | 减仓 |
| GE | GE AEROSPACE | $116.31万 | 0.06% | 4,099 | -282 | -6.4% | -$8.00万 | 减仓 |
| CLX | CLOROX CO DEL | $117.95万 | 0.06% | 11,382 | 2,098 | 22.6% | $21.74万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $119.27万 | 0.06% | 23,760 | 602 | 2.6% | $3.02万 | 加仓 |
| MMM | 3M CO | $121.15万 | 0.06% | 8,342 | -355 | -4.1% | -$5.16万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $123.04万 | 0.07% | 8,440 | -428 | -4.8% | -$6.24万 | 减仓 |
| UPST | UPSTART HLDGS INC | $124.12万 | 0.07% | 48,389 | 4,000 | 9.0% | $10.26万 | 加仓 |
| DVY | ISHARES TR | $125.28万 | 0.07% | 8,274 | -554 | -6.3% | -$8.39万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $125.36万 | 0.07% | 28,478 | 9,056 | 46.6% | $39.86万 | 加仓 |
| RTX | RTX CORPORATION | $125.47万 | 0.07% | 6,505 | -2,086 | -24.3% | -$40.24万 | 重新持有 |
| VDE | VANGUARD WORLD FD | $131.25万 | 0.07% | 7,585 | -149 | -1.9% | -$2.58万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $133.96万 | 0.07% | 17,356 | 2,479 | 16.7% | $19.13万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $134.60万 | 0.07% | 5,171 | -16 | -0.3% | -$4,165 | 减仓 |
| PSN | PARSONS CORP DEL | $135.39万 | 0.07% | 24,993 | -1,441 | -5.5% | -$7.81万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $141.08万 | 0.07% | 4,664 | -50 | -1.1% | -$1.51万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $141.98万 | 0.08% | 28,458 | 14 | 0.0% | $698 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.08% | 2 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $144.56万 | 0.08% | 49,866 | 2,355 | 5.0% | $6.83万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $162.89万 | 0.09% | 5,389 | -4 | -0.1% | -$1,209 | 减仓 |
| META | META PLATFORMS INC | $174.28万 | 0.09% | 3,046 | -95 | -3.0% | -$5.44万 | 减仓 |
| HD | HOME DEPOT INC | $177.65万 | 0.09% | 5,401 | -222 | -3.9% | -$7.30万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $179.48万 | 0.10% | 18,605 | -1,438 | -7.2% | -$13.87万 | 减仓 |
| AVGO | BROADCOM INC | $181.65万 | 0.10% | 5,869 | -582 | -9.0% | -$18.01万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $189.41万 | 0.10% | 7,814 | 528 | 7.2% | $12.80万 | 加仓 |