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 |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | $193.32万 | 0.10% | 19,903 | -1,187 | -5.6% | -$11.53万 | 减仓 |
| VB | VANGUARD INDEX FDS | $201.27万 | 0.11% | 7,684 | -14 | -0.2% | -$3,667 | 减仓 |
| PG | PROCTER & GAMBLE CO | $207.75万 | 0.11% | 14,383 | -91 | -0.6% | -$1.31万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $212.60万 | 0.11% | 21,273 | 361 | 1.7% | $3.61万 | 加仓 |
| TSLA | TESLA INC | $223.57万 | 0.12% | 6,014 | 290 | 5.1% | $10.78万 | 加仓 |
| PEP | PEPSICO INC | $223.88万 | 0.12% | 14,417 | -390 | -2.6% | -$6.06万 | 减仓 |
| MCK | MCKESSON CORP | $236.90万 | 0.13% | 2,738 | 1,201 | 78.1% | $103.91万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $250.18万 | 0.13% | 52,252 | -2,091 | -3.8% | -$10.01万 | 减仓 |
| WMT | WALMART INC | $265.73万 | 0.14% | 21,382 | -454 | -2.1% | -$5.64万 | 减仓 |
| QQQ | INVESCO QQQ TR | $301.23万 | 0.16% | 5,219 | 368 | 7.6% | $21.24万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $309.55万 | 0.16% | 5,180 | -224 | -4.1% | -$13.39万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $313.48万 | 0.17% | 38,888 | 13,589 | 53.7% | $109.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $316.07万 | 0.17% | 10,745 | -4,260 | -28.4% | -$125.31万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $327.67万 | 0.17% | 44,496 | 2,525 | 6.0% | $18.59万 | 加仓 |
| ABBV | ABBVIE INC | $329.79万 | 0.18% | 15,163 | -112 | -0.7% | -$2.44万 | 减仓 |
| — | HONEYWELL INTL INC | $337.78万 | 0.18% | 14,944 | 5 | 0.0% | $1,130 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $360.16万 | 0.19% | 85,003 | -42 | -0.0% | -$1,780 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $366.61万 | 0.19% | 46,755 | 1,308 | 2.9% | $10.26万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $391.08万 | 0.21% | 38,667 | -982 | -2.5% | -$9.93万 | 减仓 |
| QUAL | ISHARES TR | $446.04万 | 0.24% | 23,254 | -15 | -0.1% | -$2,877 | 减仓 |
| WWD | WOODWARD INC | $447.04万 | 0.24% | 12,490 | -48 | -0.4% | -$1.72万 | 减仓 |
| GOOGL | ALPHABET INC | $450.10万 | 0.24% | 15,652 | -2,635 | -14.4% | -$75.77万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $458.58万 | 0.24% | 108,155 | -370 | -0.3% | -$1.57万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $461.07万 | 0.24% | 102,188 | 1,397 | 1.4% | $6.30万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $468.10万 | 0.25% | 135,483 | -497 | -0.4% | -$1.72万 | 减仓 |
| GOOG | ALPHABET INC | $468.73万 | 0.25% | 16,340 | -211 | -1.3% | -$6.05万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $494.24万 | 0.26% | 139,106 | 25,651 | 22.6% | $91.14万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $502.03万 | 0.27% | 69,649 | 6,610 | 10.5% | $47.64万 | 加仓 |
| CVX | CHEVRON CORPORATION | $558.04万 | 0.30% | 26,972 | -784 | -2.8% | -$16.22万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $564.66万 | 0.30% | 28,780 | -19 | -0.1% | -$3,728 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $583.94万 | 0.31% | 79,147 | 5,628 | 7.7% | $41.52万 | 加仓 |
| MCD | MCDONALDS CORP | $597.02万 | 0.32% | 19,210 | -96 | -0.5% | -$2.98万 | 减仓 |
| LLY | ELI LILLY & CO | $626.76万 | 0.33% | 6,814 | -1,237 | -15.4% | -$113.78万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $633.46万 | 0.34% | 6,357 | -32 | -0.5% | -$3.19万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $731.39万 | 0.39% | 187,728 | 232 | 0.1% | $9,039 | 加仓 |
| AMZN | AMAZON COM INC | $800.79万 | 0.43% | 38,450 | -141 | -0.4% | -$2.94万 | 减仓 |
| — | EXXON MOBIL CORP | $857.24万 | 0.46% | 50,527 | -264 | -0.5% | -$4.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $874.32万 | 0.46% | 50,133 | -454 | -0.9% | -$7.92万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $918.88万 | 0.49% | 262,236 | 2,098 | 0.8% | $7.35万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $944.16万 | 0.50% | 38,626 | -1,892 | -4.7% | -$46.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $971.68万 | 0.52% | 20,277 | -101 | -0.5% | -$4.84万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $999.00万 | 0.53% | 15,361 | 261 | 1.7% | $16.97万 | 加仓 |
| IVV | ISHARES TR | $1,033.86万 | 0.55% | 15,827 | 1,013 | 6.8% | $66.17万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,052.45万 | 0.56% | 294,720 | 24,404 | 9.0% | $87.15万 | 加仓 |
| CAT | CATERPILLAR INC | $1,059.58万 | 0.56% | 14,956 | -101 | -0.7% | -$7.16万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,113.51万 | 0.59% | 270,992 | 14,239 | 5.5% | $58.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,128.52万 | 0.60% | 30,487 | -2,438 | -7.4% | -$90.25万 | 减仓 |
| IJR | ISHARES TR | $1,333.30万 | 0.71% | 107,256 | 307 | 0.3% | $3.82万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,361.89万 | 0.72% | 160,525 | -6,242 | -3.7% | -$52.96万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,754.59万 | 0.93% | 54,692 | 1,067 | 2.0% | $34.23万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,888.10万 | 1.00% | 234,314 | -8,814 | -3.6% | -$71.02万 | 减仓 |
| EBI | RBB FUND TRUST | $1,948.72万 | 1.03% | 336,794 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $2,088.75万 | 1.11% | 210,411 | -2,849 | -1.3% | -$28.28万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,851.63万 | 1.51% | 839,456 | -36,849 | -4.2% | -$125.18万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,940.21万 | 1.56% | 470,810 | -7,090 | -1.5% | -$44.28万 | 减仓 |
| AAPL | APPLE INC | $3,167.36万 | 1.68% | 124,802 | -3,935 | -3.1% | -$99.87万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $3,318.95万 | 1.76% | 614,735 | 10,823 | 1.8% | $58.43万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $4,303.53万 | 2.29% | 1,335,670 | 67,861 | 5.4% | $218.65万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $4,802.69万 | 2.55% | 1,426,400 | -15,048 | -1.0% | -$50.67万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $6,962.12万 | 3.70% | 2,056,150 | 106,750 | 5.5% | $361.46万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $6,965.54万 | 3.70% | 697,531 | -2,219 | -0.3% | -$22.16万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $7,401.69万 | 3.93% | 2,784,684 | 130,168 | 4.9% | $345.99万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $8,503.42万 | 4.52% | 1,611,107 | -18,102 | -1.1% | -$95.54万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $9,180.49万 | 4.87% | 2,362,453 | 102,895 | 4.6% | $399.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,249.92万 | 4.91% | 2,516,301 | 323,617 | 14.8% | $1,189.62万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1.34亿 | 7.11% | 1,212,762 | 67,767 | 5.9% | $748.62万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1.68亿 | 8.91% | 3,464,039 | 144,548 | 4.4% | $700.48万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.85亿 | 9.80% | 2,595,074 | 39,237 | 1.5% | $279.09万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2.36亿 | 12.51% | 3,321,432 | 153,007 | 4.8% | $1,084.97万 | 加仓 |