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TCI Wealth Advisors, Inc. 13F 持仓 · 2026年Q2

TCI Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 265 只证券,申报市值合计 23.11 亿美元。前几大持仓:DFUS(13.57%)、DFAS(10.05%)、DFUV(9.63%)。本季前 25 大持仓中:增持 17 只、减持 7 只。

排名代码公司市值占组合股数变动
1DFUSDIMENSIONAL ETF TRUST$313.8M13.57%3.8M增持
2DFASDIMENSIONAL ETF TRUST$232.3M10.05%2.8M增持
3DFUVDIMENSIONAL ETF TRUST$222.5M9.63%4.0M增持
4AVUVAMERICAN CENTY ETF TR$173.3M7.50%1.4M增持
5DUHPDIMENSIONAL ETF TRUST$140.0M6.06%3.4M增持
6DFACDIMENSIONAL ETF TRUST$105.7M4.57%2.4M增持
7DFAEDIMENSIONAL ETF TRUST$98.0M4.24%2.4M增持
8DFIVDIMENSIONAL ETF TRUST$96.5M4.17%1.8M增持
9DFGRDIMENSIONAL ETF TRUST$81.3M3.52%2.8M增持
10AVDVAMERICAN CENTY ETF TR$77.3M3.34%749,670增持
11DIHPDIMENSIONAL ETF TRUST$56.2M2.43%1.6M增持
12DFISDIMENSIONAL ETF TRUST$54.7M2.37%1.6M增持
13DFGPDIMENSIONAL ETF TRUST$37.3M1.62%685,446增持
14AAPLAPPLE INC$36.0M1.56%124,283减持
15DFATDIMENSIONAL ETF TRUST$32.5M1.41%465,341减持
16DFAXDIMENSIONAL ETF TRUST$29.5M1.28%800,336减持
17AVEMAMERICAN CENTY ETF TR$22.1M0.96%229,475减持
18EBIRBB FUND TRUST$21.9M0.95%336,794持平
19VTIVANGUARD INDEX FDS$21.3M0.92%57,474增持
20AGGISHARES TR$19.9M0.86%200,623减持
21CATCATERPILLAR INC$15.9M0.69%14,948减持
22IJRISHARES TR$15.8M0.68%106,618减持
23AVDEAMERICAN CENTY ETF TR$15.1M0.65%169,275增持
24DFSUDIMENSIONAL ETF TRUST$12.8M0.55%275,091增持
25DFLVDIMENSIONAL ETF TRUST$12.1M0.53%307,093增持

来源:SEC 13F 申报文件 · 截至 2026-06-30

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