TCI Wealth Advisors, Inc.
Tucson AZ · SEC CIK 0001583751
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| UPST | UPSTART HLDGS INC | $186.74万 | 0.08% | 52,706 | 4,317 | 8.9% | $15.30万 | 加仓 |
| INTC | INTEL CORP | $194.73万 | 0.08% | 13,946 | -5,314 | -27.6% | -$74.20万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $197.09万 | 0.09% | 5,389 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $201.72万 | 0.09% | 13,756 | -627 | -4.4% | -$9.19万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $204.01万 | 0.09% | 18,585 | -20 | -0.1% | -$2,195 | 减仓 |
| EFA | ISHARES TR | $206.22万 | 0.09% | 19,852 | -51 | -0.3% | -$5,298 | 减仓 |
| MCK | MCKESSON CORP | $206.79万 | 0.09% | 2,737 | -1 | -0.0% | -$756 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $208.80万 | 0.09% | 7,425 | -389 | -5.0% | -$10.94万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $214.84万 | 0.09% | 21,278 | 5 | 0.0% | $505 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $215.91万 | 0.09% | 27,320 | 21,132 | 341.5% | $167.00万 | 加仓 |
| AVGO | BROADCOM INC | $230.73万 | 0.10% | 6,108 | 239 | 4.1% | $9.03万 | 加仓 |
| WMT | WALMART INC | $238.02万 | 0.10% | 21,016 | -366 | -1.7% | -$4.15万 | 减仓 |
| VB | VANGUARD INDEX FDS | $238.87万 | 0.10% | 7,880 | 196 | 2.6% | $5.94万 | 加仓 |
| TSLA | TESLA INC | $239.02万 | 0.10% | 5,683 | -331 | -5.5% | -$13.92万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $252.44万 | 0.11% | 52,867 | 615 | 1.2% | $2.94万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $254.85万 | 0.11% | 25,155 | -13,512 | -34.9% | -$136.89万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $297.17万 | 0.13% | 58,752 | 30,294 | 106.5% | $153.23万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $312.16万 | 0.14% | 42,523 | -1,973 | -4.4% | -$14.48万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $363.49万 | 0.16% | 11,105 | 360 | 3.4% | $11.78万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $363.74万 | 0.16% | 46,687 | -68 | -0.1% | -$5,298 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $364.10万 | 0.16% | 47,470 | 30,114 | 173.5% | $230.98万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $369.44万 | 0.16% | 5,379 | 199 | 3.8% | $13.67万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $382.34万 | 0.17% | 41,919 | 3,031 | 7.8% | $27.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $383.44万 | 0.17% | 5,207 | -12 | -0.2% | -$8,837 | 减仓 |
| ABBV | ABBVIE INC | $388.31万 | 0.17% | 15,431 | 268 | 1.8% | $6.74万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $412.33万 | 0.18% | 84,357 | -646 | -0.8% | -$3.16万 | 减仓 |
| CVX | CHEVRON CORPORATION | $453.52万 | 0.20% | 27,360 | 388 | 1.4% | $6.43万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $497.66万 | 0.22% | 110,345 | 2,190 | 2.0% | $9.88万 | 加仓 |
| QUAL | ISHARES TR | $509.30万 | 0.22% | 23,210 | -44 | -0.2% | -$9,655 | 减仓 |
| MCD | MCDONALDS CORP | $514.89万 | 0.22% | 19,048 | -162 | -0.8% | -$4.38万 | 减仓 |
| WWD | WOODWARD INC | $531.37万 | 0.23% | 12,490 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $545.01万 | 0.24% | 134,106 | -1,377 | -1.0% | -$5.60万 | 减仓 |
| GOOG | ALPHABET INC | $558.62万 | 0.24% | 15,810 | -530 | -3.2% | -$18.73万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $578.61万 | 0.25% | 155,289 | 16,183 | 11.6% | $60.30万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $578.85万 | 0.25% | 111,984 | 9,796 | 9.6% | $50.64万 | 加仓 |
| GOOGL | ALPHABET INC | $580.33万 | 0.25% | 16,239 | 587 | 3.8% | $20.98万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $583.45万 | 0.25% | 71,170 | 1,521 | 2.2% | $12.47万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $598.18万 | 0.26% | 6,394 | 37 | 0.6% | $3.46万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $638.12万 | 0.28% | 29,281 | 501 | 1.7% | $10.92万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $640.22万 | 0.28% | 77,330 | -1,817 | -2.3% | -$15.04万 | 减仓 |
| — | EXXON MOBIL CORP | $697.68万 | 0.30% | 51,030 | 503 | 1.0% | $6.88万 | 加仓 |
| AMZN | AMAZON COM INC | $710.50万 | 0.31% | 29,811 | -8,639 | -22.5% | -$205.90万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $810.01万 | 0.35% | 196,365 | 8,637 | 4.6% | $35.63万 | 加仓 |
| LLY | ELI LILLY & CO | $818.53万 | 0.35% | 6,824 | 10 | 0.1% | $1.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $926.96万 | 0.40% | 46,327 | -3,806 | -7.6% | -$76.15万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $979.74万 | 0.42% | 38,577 | -49 | -0.1% | -$1.24万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $992.73万 | 0.43% | 255,925 | -6,311 | -2.4% | -$24.48万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,052.12万 | 0.46% | 21,026 | 749 | 3.7% | $37.48万 | 加仓 |
| 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 |
| IVV | ISHARES TR | $1,179.57万 | 0.51% | 15,751 | -76 | -0.5% | -$5.69万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,207.04万 | 0.52% | 32,359 | 1,872 | 6.1% | $69.83万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $1,214.25万 | 0.53% | 307,093 | 12,373 | 4.2% | $48.92万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,282.75万 | 0.55% | 275,091 | 4,099 | 1.5% | $19.11万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,509.93万 | 0.65% | 169,275 | 8,750 | 5.5% | $78.05万 | 加仓 |
| IJR | ISHARES TR | $1,581.25万 | 0.68% | 106,618 | -638 | -0.6% | -$9.46万 | 减仓 |
| CAT | CATERPILLAR INC | $1,591.86万 | 0.69% | 14,948 | -8 | -0.1% | -$8,519 | 减仓 |
| AGG | ISHARES TR | $1,985.77万 | 0.86% | 200,623 | -9,788 | -4.7% | -$96.88万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,126.76万 | 0.92% | 57,474 | 2,782 | 5.1% | $102.94万 | 加仓 |
| EBI | RBB FUND TRUST | $2,187.50万 | 0.95% | 336,794 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $2,214.21万 | 0.96% | 229,475 | -4,839 | -2.1% | -$46.69万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,948.44万 | 1.28% | 800,336 | -39,120 | -4.7% | -$144.12万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,252.74万 | 1.41% | 465,341 | -5,469 | -1.2% | -$38.23万 | 减仓 |
| AAPL | APPLE INC | $3,567.32万 | 1.54% | 123,283 | -1,519 | -1.2% | -$43.95万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $3,732.94万 | 1.62% | 685,446 | 70,711 | 11.5% | $385.09万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $5,471.79万 | 2.37% | 1,562,031 | 135,631 | 9.5% | $475.12万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $5,623.31万 | 2.43% | 1,647,857 | 312,187 | 23.4% | $1,065.34万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $7,725.35万 | 3.34% | 749,670 | 52,139 | 7.5% | $537.29万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $8,128.36万 | 3.52% | 2,805,784 | 21,100 | 0.8% | $61.13万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $9,648.69万 | 4.17% | 1,786,134 | 175,027 | 10.9% | $945.50万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $9,797.46万 | 4.24% | 2,436,573 | 380,423 | 18.5% | $1,529.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.06亿 | 4.57% | 2,382,827 | 20,374 | 0.9% | $90.38万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.40亿 | 6.06% | 3,354,088 | 837,787 | 33.3% | $3,496.09万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1.73亿 | 7.50% | 1,388,724 | 175,962 | 14.5% | $2,195.30万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2.23亿 | 9.63% | 4,044,731 | 580,692 | 16.8% | $3,194.39万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.32亿 | 10.05% | 2,820,974 | 225,900 | 8.7% | $1,860.06万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $3.14亿 | 13.57% | 3,829,125 | 507,693 | 15.3% | $4,160.04万 | 加仓 |