Tcfg Wealth Management, LLC 13F 持仓 · 2026年Q1
Tcfg Wealth Management 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 274 只证券，申报市值合计 2.67 亿美元。前几大持仓：AAPL（5.59%）、TBIL（5.59%）、NVDA（4.94%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $15.0M | 5.59% | 58,964 | 减持 |
| 2 | TBIL | RBB FD INC | $15.0M | 5.59% | 300,070 | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $13.2M | 4.94% | 75,827 | 减持 |
| 4 | FNV | FRANCO NEV CORP | $7.1M | 2.67% | 28,907 | 增持 |
| 5 | GDXJ | VANECK ETF TRUST | $6.6M | 2.46% | 54,816 | 减持 |
| 6 | AMZN | AMAZON COM INC | $5.8M | 2.17% | 27,857 | 增持 |
| 7 | UYLD | ANGEL OAK FUNDS TRUST | $5.3M | 1.98% | 103,664 | 减持 |
| 8 | AEM | AGNICO EAGLE MINES LTD | $4.8M | 1.80% | 23,770 | 增持 |
| 9 | BOXX | EA SERIES TRUST | $4.4M | 1.65% | 37,849 | 增持 |
| 10 | BUXX | EA SERIES TRUST | $4.3M | 1.60% | 211,159 | 增持 |
| 11 | GRID | FIRST TR EXCHANGE-TRADED FD | $4.1M | 1.55% | 25,351 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $4.1M | 1.52% | 11,016 | 增持 |
| 13 | WPM | WHEATON PRECIOUS METALS CORP | $3.4M | 1.27% | 25,921 | 减持 |
| 14 | GOOGL | ALPHABET INC | $2.9M | 1.08% | 10,009 | 增持 |
| 15 | RDVY | FIRST TR EXCHANGE TRADED FD | $2.8M | 1.06% | 41,341 | 减持 |
| 16 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.8M | 1.05% | 30,353 | 新建仓 |
| 17 | V | VISA INC | $2.8M | 1.05% | 9,290 | 增持 |
| 18 | CVX | CHEVRON CORPORATION | $2.8M | 1.04% | 13,443 | 减持 |
| 19 | DGCB | DIMENSIONAL ETF TRUST | $2.7M | 1.00% | 49,439 | 减持 |
| 20 | FEX | FIRST TR EXCHANGE-TRADED ALP | $2.6M | 0.98% | 21,507 | 增持 |
| 21 | RWL | INVESCO EXCH TRADED FD TR II | $2.5M | 0.94% | 21,791 | 增持 |
| 22 | GOOG | ALPHABET INC | $2.4M | 0.91% | 8,530 | 减持 |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $2.4M | 0.90% | 61,887 | 减持 |
| 24 | REMX | VANECK ETF TRUST | $2.4M | 0.90% | 27,297 | 减持 |
| 25 | EPD | ENTERPRISE PRODS PARTNERS L | $2.3M | 0.86% | 60,604 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR