TCFG Investment Advisors, LLC
LAGUNA NIGUEL CA · SEC CIK 0002121836
$2.97亿2026Q2 申报市值
299持仓数
27.5%前十大占比 · 第一大 5.6%
43 / 18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
BGIG 新建仓+$271.21万
ARLP 新建仓+$122.99万
SNDK 新建仓+$119.60万
HAPPY CITY HLDGS 新建仓+$103.36万
JIADE LIMITED 新建仓+$101.00万
2026Q2 卖出最多 按季末市值估算
TBIL 减仓-$349.79万
BUXX 减仓-$340.90万
NVDA 减仓-$101.65万
PACER FDS TR 清仓-$82.37万
SPTS 清仓-$68.36万
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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $67.14万 | 0.23% | 5,436 | 8 | 0.1% | $988 | 加仓 |
| IJS | ISHARES TR | $67.76万 | 0.23% | 4,994 | -93 | -1.8% | -$1.26万 | 减仓 |
| IAU | ISHARES GOLD TR | $68.61万 | 0.23% | 9,086 | 86 | 1.0% | $6,494 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $69.16万 | 0.23% | 2,028 | 37 | 1.9% | $1.26万 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $69.68万 | 0.23% | 15,804 | 121 | 0.8% | $5,335 | 加仓 |
| DIS | DISNEY WALT CO | $69.69万 | 0.23% | 7,240 | 271 | 3.9% | $2.61万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $70.30万 | 0.24% | 16,297 | 0 | 0.0% | — | 不变 |
| GCOW | PACER FDS TR | $72.34万 | 0.24% | 16,708 | 92 | 0.6% | $3,984 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $73.09万 | 0.25% | 1,694 | 303 | 21.8% | $13.07万 | 加仓 |
| GE | GE AEROSPACE | $73.11万 | 0.25% | 1,956 | 160 | 8.9% | $5.98万 | 加仓 |
| HP | HELMERICH & PAYNE INC | $75.80万 | 0.26% | 23,153 | 7,103 | 44.3% | $23.26万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $76.04万 | 0.26% | 29,554 | 36 | 0.1% | $926 | 加仓 |
| COWZ | PACER FDS TR | $76.20万 | 0.26% | 12,095 | -680 | -5.3% | -$4.28万 | 减仓 |
| PSEC | PROSPECT CAP CORP | $76.28万 | 0.26% | 330,236 | 52,322 | 18.8% | $12.09万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $77.28万 | 0.26% | 16,372 | -120 | -0.7% | -$5,664 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $78.40万 | 0.26% | 4,115 | -1,243 | -23.2% | -$23.68万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $78.75万 | 0.27% | 26,785 | 3,576 | 15.4% | $10.51万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $78.76万 | 0.27% | 2,852 | 482 | 20.3% | $13.31万 | 加仓 |
| MTUM | ISHARES TR | $82.29万 | 0.28% | 2,400 | -288 | -10.7% | -$9.87万 | 减仓 |
| — | ALBEMARLE CORP | $82.33万 | 0.28% | 14,875 | 2,725 | 22.4% | $15.08万 | 加仓 |
| MINT | PIMCO ETF TR | $84.27万 | 0.28% | 8,381 | 3,785 | 82.4% | $38.06万 | 加仓 |
| CAT | CATERPILLAR INC | $84.97万 | 0.29% | 798 | -12 | -1.5% | -$1.28万 | 减仓 |
| BILS | SPDR SERIES TRUST | $85.27万 | 0.29% | 8,580 | 0 | 0.0% | — | 不变 |
| BUXX | EA SERIES TRUST | $86.49万 | 0.29% | 42,734 | -168,425 | -79.8% | -$340.90万 | 减仓 |
| PTNQ | PACER FDS TR | $86.75万 | 0.29% | 9,785 | -90 | -0.9% | -$7,979 | 减仓 |
| PG | PROCTER & GAMBLE CO | $88.15万 | 0.30% | 6,011 | 39 | 0.7% | $5,719 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $88.42万 | 0.30% | 19,759 | -2,563 | -11.5% | -$11.47万 | 减仓 |
| TSLA | TESLA INC | $89.69万 | 0.30% | 2,133 | -171 | -7.4% | -$7.19万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $89.78万 | 0.30% | 13,920 | -69 | -0.5% | -$4,450 | 减仓 |
| MRK | MERCK & CO INC | $90.00万 | 0.30% | 7,004 | 102 | 1.5% | $1.31万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $90.77万 | 0.31% | 24,943 | 2 | 0.0% | $73 | 加仓 |
| — | EXXON MOBIL CORP | $90.90万 | 0.31% | 6,649 | -2,477 | -27.1% | -$33.86万 | 减仓 |
| LLY | ELI LILLY & CO | $92.84万 | 0.31% | 774 | 156 | 25.2% | $18.71万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $94.42万 | 0.32% | 3,718 | 81 | 2.2% | $2.06万 | 加仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $95.86万 | 0.32% | 58,010 | -24 | -0.0% | -$397 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $96.49万 | 0.33% | 4,442 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $97.02万 | 0.33% | 1,883 | -28 | -1.5% | -$1.44万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $98.53万 | 0.33% | 22,650 | -70 | -0.3% | -$3,045 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $99.76万 | 0.34% | 1,066 | 3 | 0.3% | $2,807 | 加仓 |
| — | JIADE LIMITED | $101.00万 | 0.34% | 20,200 | 20,200 | — | $101.00万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $101.80万 | 0.34% | 27,860 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $102.84万 | 0.35% | 26,511 | 1,593 | 6.4% | $6.18万 | 加仓 |
| — | HAPPY CITY HLDGS LTD | $103.36万 | 0.35% | 261,000 | 261,000 | — | $103.36万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $104.83万 | 0.35% | 7,265 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $106.20万 | 0.36% | 25,450 | 866 | 3.5% | $3.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $106.34万 | 0.36% | 2,227 | 30 | 1.4% | $1.43万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $106.57万 | 0.36% | 28,601 | 1,725 | 6.4% | $6.43万 | 加仓 |
| CSL | CARLISLE COS INC | $106.68万 | 0.36% | 2,941 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $107.11万 | 0.36% | 33,502 | 1,927 | 6.1% | $6.16万 | 加仓 |
| GLD | SPDR GOLD TR | $107.75万 | 0.36% | 2,925 | 130 | 4.7% | $4.79万 | 加仓 |
| AMLP | ALPS ETF TR | $109.78万 | 0.37% | 21,173 | -13,065 | -38.2% | -$67.74万 | 减仓 |
| GEV | GE VERNOVA INC | $110.91万 | 0.37% | 944 | 20 | 2.2% | $2.35万 | 加仓 |
| GLW | CORNING INC | $110.93万 | 0.37% | 4,343 | 1,238 | 39.9% | $31.62万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $111.42万 | 0.38% | 49,987 | -759 | -1.5% | -$1.69万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $112.36万 | 0.38% | 28,395 | 20,870 | 277.3% | $82.58万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $113.65万 | 0.38% | 22,831 | -21 | -0.1% | -$1,045 | 减仓 |
| VOO | VANGUARD INDEX FDS | $113.81万 | 0.38% | 1,657 | 2 | 0.1% | $1,374 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $115.64万 | 0.39% | 22,899 | -24 | -0.1% | -$1,212 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $116.00万 | 0.39% | 3,543 | 150 | 4.4% | $4.91万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $117.17万 | 0.39% | 3,933 | 799 | 25.5% | $23.80万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $118.22万 | 0.40% | 10,132 | -1,061 | -9.5% | -$12.38万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $118.83万 | 0.40% | 1,591 | -6 | -0.4% | -$4,481 | 减仓 |
| SNDK | SANDISK CORP | $119.60万 | 0.40% | 526 | 526 | — | $119.60万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $121.56万 | 0.41% | 26,960 | -9 | -0.0% | -$406 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $122.99万 | 0.41% | 51,290 | 51,290 | — | $122.99万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $125.13万 | 0.42% | 25,716 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $126.56万 | 0.43% | 17,726 | 431 | 2.5% | $3.08万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $128.77万 | 0.43% | 22,730 | 809 | 3.7% | $4.58万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $129.03万 | 0.43% | 13,330 | -3 | -0.0% | -$290 | 减仓 |
| PTLC | PACER FDS TR | $133.64万 | 0.45% | 22,939 | 1,498 | 7.0% | $8.73万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $135.26万 | 0.46% | 10,151 | 172 | 1.7% | $2.29万 | 加仓 |
| META | META PLATFORMS INC | $135.55万 | 0.46% | 2,406 | -192 | -7.4% | -$10.82万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $138.15万 | 0.47% | 43,185 | 171 | 0.4% | $5,470 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $138.57万 | 0.47% | 12,062 | 12 | 0.1% | $1,379 | 加仓 |
| SMH | VANECK ETF TRUST | $139.38万 | 0.47% | 2,125 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $146.33万 | 0.49% | 4,850 | 100 | 2.1% | $3.02万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $151.80万 | 0.51% | 41,555 | -167 | -0.4% | -$6,101 | 减仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $152.94万 | 0.52% | 65,360 | 9,955 | 18.0% | $23.29万 | 加仓 |
| DDWM | WISDOMTREE TR | $153.90万 | 0.52% | 32,870 | -433 | -1.3% | -$2.03万 | 减仓 |
| ENFR | ALPS ETF TR | $165.10万 | 0.56% | 43,333 | 10,425 | 31.7% | $39.72万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $167.92万 | 0.57% | 78,466 | 27 | 0.0% | $578 | 加仓 |
| NUE | NUCOR CORP | $170.20万 | 0.57% | 7,641 | -60 | -0.8% | -$1.34万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $178.39万 | 0.60% | 40,105 | 622 | 1.6% | $2.77万 | 加仓 |
| SII | SPROTT INC | $184.18万 | 0.62% | 16,350 | 1,025 | 6.7% | $11.55万 | 加仓 |
| CCJ | CAMECO CORP | $185.39万 | 0.62% | 18,200 | 3,085 | 20.4% | $31.42万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $186.95万 | 0.63% | 38,802 | -65 | -0.2% | -$3,132 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $189.33万 | 0.64% | 102,067 | 127 | 0.1% | $2,356 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $197.65万 | 0.67% | 3,950 | -5 | -0.1% | -$2,502 | 减仓 |
| QQQ | INVESCO QQQ TR | $203.01万 | 0.68% | 2,757 | 30 | 1.1% | $2.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $223.58万 | 0.75% | 13,488 | 45 | 0.3% | $7,459 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $233.81万 | 0.79% | 63,604 | 3,000 | 5.0% | $11.03万 | 加仓 |
| REMX | VANECK ETF TRUST | $249.03万 | 0.84% | 28,147 | 850 | 3.1% | $7.52万 | 加仓 |
| AVGO | BROADCOM INC | $255.04万 | 0.86% | 6,752 | 411 | 6.5% | $15.52万 | 加仓 |
| BGIG | ETF SER SOLUTIONS | $271.21万 | 0.91% | 75,567 | 75,567 | — | $271.21万 | 新建仓 |
| DGCB | DIMENSIONAL ETF TRUST | $272.88万 | 0.92% | 49,914 | 475 | 1.0% | $2.60万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $277.84万 | 0.94% | 21,747 | -44 | -0.2% | -$5,621 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $284.84万 | 0.96% | 30,328 | -25 | -0.1% | -$2,348 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $286.81万 | 0.97% | 64,655 | 2,768 | 4.5% | $12.28万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $291.14万 | 0.98% | 25,921 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $295.48万 | 1.00% | 8,363 | -167 | -2.0% | -$5.90万 | 减仓 |