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BKD Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BKD Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001352864
持仓数
399
前50大市值合计
$4.56B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 21
增持 76
减持 42
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
MGC
VANGUARD WORLD FD
+$4.6M
190,821
+19%
增持
SCZ
ISHARES TR
+$3.6M
1,487,267
+3%
清仓
—
ALEXION PHARMACEUTICALS INC
-$2.3M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VTI
VANGUARD INDEX FDS
+$2.2M
3,320,976
+1%
增持
LLY
LILLY ELI & CO
+$1.9M
48,859
+20%
增持
VO
VANGUARD INDEX FDS
+$1.7M
124,303
+6%
增持
SYK
STRYKER CORPORATION
+$1.5M
14,987
+59%
减持
IXUS
ISHARES TR
-$1.5M
575,540
-0%
增持
PEP
PEPSICO INC
+$1.4M
37,236
+32%
增持
VB
VANGUARD INDEX FDS
+$1.4M
96,027
+10%
增持
IWD
ISHARES TR
+$1.2M
65,049
+15%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
45,181
+13%
增持
IJH
ISHARES TR
+$1.1M
333,169
+3%
增持
REGN
REGENERON PHARMACEUTICALS
+$1.1M
2,322
+298%
增持
AAPL
APPLE INC
+$1.1M
138,340
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.1M
4,459,301
+4%
增持
JNJ
JOHNSON & JOHNSON
+$919.0K
34,274
+22%
建仓
JMST
J P MORGAN EXCHANGE-TRADED F
+$900.0K
17,623
清仓
—
CROSSFIRST BANKSHARES INC
-$885.0K
0
-100%
减持
PWR
QUANTA SVCS INC
+$880.0K
40,217
-1%
建仓
—
CERNER CORP
+$855.0K
12,123
减持
SPY
SPDR S&P 500 ETF TR
-$820.0K
26,263
-7%
建仓
GE
GENERAL ELECTRIC CO
+$774.0K
7,515
减持
KE
KIMBALL ELECTRONICS INC
+$769.0K
270,304
-5%
清仓
—
GENERAL ELECTRIC CO
-$765.0K
0
-100%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$703.0K
137,316
-2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$692.0K
21,196
+60%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$675.0K
156,973
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$634.0K
59,987
-6%
增持
LKFN
LAKELAND FINL CORP
+$612.0K
62,795
+0%
增持
MSFT
MICROSOFT CORP
+$603.0K
51,951
+0%
清仓
TFI
SPDR SER TR
-$599.0K
0
-100%
减持
GOOGL
ALPHABET INC
+$590.0K
3,303
-2%
增持
CVX
CHEVRON CORP NEW
+$573.0K
38,242
+21%
增持
NEE
NEXTERA ENERGY INC
+$565.0K
13,963
+93%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$545.0K
10,536
建仓
—
ASTRAZENECA PLC
+$542.0K
9,025
减持
IVW
ISHARES TR
-$509.0K
354,440
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$507.0K
4,574
+10%
增持
DFAC
DIMENSIONAL ETF TRUST
+$500.0K
385,972
+7%
增持
IJR
ISHARES TR
-$500.0K
350,926
+2%
增持
CAT
CATERPILLAR INC
-$491.0K
20,035
+1%
增持
EMR
EMERSON ELEC CO
+$490.0K
11,549
+86%
增持
DXCM
DEXCOM INC
+$489.0K
4,071
+0%
减持
GOVT
ISHARES TR
-$488.0K
47,986
-28%
减持
ITOT
ISHARES TR
-$477.0K
184,589
-2%
减持
VOO
VANGUARD INDEX FDS
-$448.0K
70,489
-2%
增持
PG
PROCTER AND GAMBLE CO
+$443.0K
33,196
+7%
建仓
OTIS
OTIS WORLDWIDE CORP
+$427.0K
5,187
减持
ORLY
OREILLY AUTOMOTIVE INC
+$422.0K
15,828
-3%
清仓
VOT
VANGUARD INDEX FDS
-$415.0K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$408.0K
8,797
减持
CWI
SPDR INDEX SHS FDS
-$393.0K
106,450
-8%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$371.0K
14,328
增持
VUG
VANGUARD INDEX FDS
+$366.0K
86,746
+0%
减持
TGT
TARGET CORP
-$363.0K
21,518
-2%
减持
MMM
3M CO
-$360.0K
13,757
-1%
增持
AMZN
AMAZON COM INC
+$352.0K
686
+24%
增持
SDY
SPDR SER TR
-$345.0K
82,850
+0%
增持
COP
CONOCOPHILLIPS
+$343.0K
45,423
+1%
增持
LOW
LOWES COS INC
+$336.0K
24,383
+3%
增持
HD
HOME DEPOT INC
+$332.0K
5,941
+17%
增持
CSCO
CISCO SYS INC
+$331.0K
132,878
+2%
增持
GOOG
ALPHABET INC
+$323.0K
1,183
+5%
减持
—
APTIV PLC
-$322.0K
33,455
-1%
建仓
LNC
LINCOLN NATL CORP IND
+$299.0K
4,343
建仓
APD
AIR PRODS & CHEMS INC
+$298.0K
1,165
增持
IVV
ISHARES TR
+$296.0K
167,710
+0%
减持
SCHB
SCHWAB STRATEGIC TR
-$294.0K
275,303
-1%
增持
IWP
ISHARES TR
-$281.0K
275,629
+0%
增持
SPYG
SPDR SER TR
+$276.0K
22,323
+22%
建仓
MUB
ISHARES TR
+$264.0K
2,276
增持
—
EXXON MOBIL CORP
+$261.0K
34,747
+23%
清仓
VBR
VANGUARD INDEX FDS
-$254.0K
0
-100%
建仓
O
REALTY INCOME CORP
+$253.0K
3,897
建仓
USRT
ISHARES TR
+$249.0K
4,242
建仓
BOND
PIMCO ETF TR
+$235.0K
2,123
建仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$226.0K
10,737
建仓
HON
HONEYWELL INTL INC
+$226.0K
1,065
增持
INTC
INTEL CORP
+$225.0K
67,359
+12%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$225.0K
49,224
+2%
建仓
CNP
CENTERPOINT ENERGY INC
+$222.0K
9,027
增持
PM
PHILIP MORRIS INTL INC
+$221.0K
9,110
+41%
清仓
PSX
PHILLIPS 66
-$219.0K
0
-100%
建仓
CRM
SALESFORCE COM INC
+$219.0K
809
清仓
SLB
SCHLUMBERGER LTD
-$216.0K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$214.0K
0
-100%
建仓
GIS
GENERAL MLS INC
+$211.0K
3,531
增持
TSN
TYSON FOODS INC
+$210.0K
34,344
+1%
清仓
GILD
GILEAD SCIENCES INC
-$210.0K
0
-100%
增持
CSX
CSX CORP
-$209.0K
109,258
+1%
增持
IVE
ISHARES TR
+$207.0K
20,726
+9%
增持
HPQ
HP INC
-$207.0K
104,771
+3%
清仓
WDC
WESTERN DIGITAL CORP.
-$206.0K
0
-100%
增持
FISV
FISERV INC
+$204.0K
21,423
+8%
建仓
COR
AMERISOURCEBERGEN CORP
+$204.0K
1,704
增持
UPS
UNITED PARCEL SERVICE INC
-$197.0K
10,352
+3%
增持
CF
CF INDS HLDGS INC
+$194.0K
32,561
+3%
增持
COST
COSTCO WHSL CORP NEW
+$190.0K
1,293
+31%
减持
—
WORLD GOLD TR
-$189.0K
172,783
-5%
减持
MINT
PIMCO ETF TR
-$186.0K
84,555
-2%
减持
PFE
PFIZER INC
+$179.0K
122,177
-6%
增持
DRI
DARDEN RESTAURANTS INC
+$174.0K
11,511
+7%
增持
MCD
MCDONALDS CORP
+$170.0K
6,820
+7%
减持
DHR
DANAHER CORPORATION
+$168.0K
5,115
-1%
减持
CL
COLGATE PALMOLIVE CO
-$163.0K
21,659
-2%
减持
—
ACCENTURE PLC IRELAND
+$163.0K
16,389
-5%
增持
ITW
ILLINOIS TOOL WKS INC
+$157.0K
2,485
+56%
减持
EFA
ISHARES TR
-$156.0K
106,755
-1%
增持
NVDA
NVIDIA CORPORATION
-$155.0K
27,531
+276%
减持
ELV
ANTHEM INC
-$151.0K
7,791
-3%
增持
MCK
MCKESSON CORP
+$150.0K
10,040
+4%
增持
MUNI
PIMCO ETF TR
+$144.0K
9,719
+37%
增持
VNQ
VANGUARD INDEX FDS
+$137.0K
5,618
+32%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$134.0K
21,384
-0%
增持
QQQ
INVESCO QQQ TR
+$132.0K
1,799
+24%
减持
USMV
ISHARES TR
-$128.0K
7,556
-19%
增持
IWR
ISHARES TR
+$126.0K
31,994
+7%
减持
COF
CAPITAL ONE FINL CORP
+$125.0K
28,690
-2%
增持
LKQ
LKQ CORP
+$125.0K
79,749
+1%
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$125.0K
12,300
增持
PLD
PROLOGIS INC.
+$123.0K
3,678
+30%
增持
MA
MASTERCARD INCORPORATED
+$120.0K
9,739
+9%
增持
HRL
HORMEL FOODS CORP
-$116.0K
17,304
+0%
减持
VTEB
VANGUARD MUN BD FDS
-$113.0K
119,837
-1%
增持
IWM
ISHARES TR
-$113.0K
15,823
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$111.0K
10,574
-4%
增持
AMP
AMERIPRISE FINL INC
+$109.0K
4,784
+3%
减持
APH
AMPHENOL CORP NEW
+$109.0K
49,727
-4%
增持
WMT
WALMART INC
+$107.0K
64,957
+2%
减持
BAC
BK OF AMERICA CORP
+$106.0K
88,346
-0%
减持
KSS
KOHLS CORP
-$104.0K
5,009
-19%
减持
BP
BP PLC
-$104.0K
15,299
-22%
增持
TRV
TRAVELERS COMPANIES INC
+$103.0K
11,783
+5%
减持
QUAL
ISHARES TR
-$103.0K
1,691
-31%
增持
TSLA
TESLA INC
+$103.0K
697
+8%
增持
VLO
VALERO ENERGY CORP
-$103.0K
24,313
+4%
增持
ABT
ABBOTT LABS
+$101.0K
6,576
+13%
增持
UNM
UNUM GROUP
-$95.0K
60,965
+7%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$95.0K
23,197
+5%
减持
—
KIMBALL INTL INC
-$90.0K
41,504
-1%
增持
JKHY
HENRY JACK & ASSOC INC
+$89.0K
162,172
+0%
减持
BAX
BAXTER INTL INC
-$87.0K
26,859
-4%
减持
GM
GENERAL MTRS CO
-$87.0K
7,324
-8%
增持
SWK
STANLEY BLACK & DECKER INC
-$86.0K
3,622
+3%
减持
EEM
ISHARES TR
-$82.0K
14,309
-2%
减持
F
FORD MTR CO DEL
-$81.0K
112,807
-0%
减持
NKE
NIKE INC
-$79.0K
2,354
-14%
增持
DTE
DTE ENERGY CO
-$78.0K
8,570
+7%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$75.0K
6,760
-12%
