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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 17
增持 75
减持 54
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$76.5M
3,371,260
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$16.2M
4,700,246
+5%
增持
IJH
ISHARES TR
+$9.1M
341,725
+3%
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
IVV
ISHARES TR
+$8.2M
168,638
+1%
增持
MGC
VANGUARD WORLD FD
+$5.0M
202,545
+6%
减持
AAPL
APPLE INC
+$4.9M
137,866
-0%
增持
MINT
PIMCO ETF TR
+$4.4M
127,933
+51%
增持
IVW
ISHARES TR
+$3.7M
357,650
+1%
增持
VO
VANGUARD INDEX FDS
+$3.3M
128,484
+3%
增持
MSFT
MICROSOFT CORP
+$2.9M
52,151
+0%
增持
IJR
ISHARES TR
+$2.9M
359,617
+2%
减持
VUG
VANGUARD INDEX FDS
+$2.7M
86,740
-0%
减持
NVDA
NVIDIA CORPORATION
+$2.3M
27,041
-2%
减持
VOO
VANGUARD INDEX FDS
+$2.1M
68,591
-3%
减持
SCHB
SCHWAB STRATEGIC TR
+$2.1M
271,613
-1%
减持
PFE
PFIZER INC
+$1.9M
120,725
-1%
增持
ITOT
ISHARES TR
+$1.7M
185,206
+0%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.5M
135,400
-1%
增持
VB
VANGUARD INDEX FDS
+$1.5M
99,418
+4%
增持
AMZN
AMAZON COM INC
+$1.4M
1,107
+61%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$1.4M
15,707
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
26,673
+2%
减持
LOW
LOWES COS INC
+$1.3M
24,351
-0%
增持
CSCO
CISCO SYS INC
+$1.3M
134,628
+1%
增持
IWD
ISHARES TR
+$1.3M
68,315
+5%
增持
IXUS
ISHARES TR
+$1.3M
594,208
+3%
减持
LLY
LILLY ELI & CO
+$1.2M
45,382
-7%
增持
HPQ
HP INC
+$1.2M
109,078
+4%
减持
—
ACCENTURE PLC IRELAND
+$1.2M
15,500
-5%
增持
CVX
CHEVRON CORP NEW
+$1.1M
42,384
+11%
增持
DFAC
DIMENSIONAL ETF TRUST
+$983.0K
387,919
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$974.0K
59,319
-1%
增持
SCZ
ISHARES TR
+$915.0K
1,526,651
+3%
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$858.0K
34,434
+95%
增持
F
FORD MTR CO DEL
+$848.0K
117,697
+4%
减持
CSX
CSX CORP
+$847.0K
108,948
-0%
增持
KE
KIMBALL ELECTRONICS INC
+$839.0K
358,729
+33%
增持
LKQ
LKQ CORP
+$813.0K
80,389
+1%
减持
IWP
ISHARES TR
+$810.0K
275,128
-0%
减持
SDY
SPDR SER TR
+$780.0K
81,471
-2%
增持
KLAC
KLA CORP
+$723.0K
7,113
+2%
减持
PG
PROCTER AND GAMBLE CO
+$701.0K
32,658
-2%
增持
IVE
ISHARES TR
+$651.0K
23,399
+13%
减持
ELV
ANTHEM INC
+$651.0K
7,670
-2%
建仓
MET
METLIFE INC
+$634.0K
10,141
减持
APH
AMPHENOL CORP NEW
+$631.0K
48,850
-2%
减持
AGG
ISHARES TR
-$629.0K
37,749
-12%
减持
GOOGL
ALPHABET INC
+$616.0K
3,261
-1%
减持
IWF
ISHARES TR
+$599.0K
24,621
-3%
增持
LKFN
LAKELAND FINL CORP
+$570.0K
62,944
+0%
减持
UNM
UNUM GROUP
-$553.0K
39,674
-35%
增持
HD
HOME DEPOT INC
+$552.0K
6,028
+1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$537.0K
4,720
+3%
减持
COF
CAPITAL ONE FINL CORP
-$534.0K
28,349
-1%
清仓
—
NUVEEN TAX-ADVANTAGED DIVID
-$531.0K
0
-100%
减持
—
APTIV PLC
+$525.0K
33,401
-0%
增持
MCK
MCKESSON CORP
+$524.0K
10,164
+1%
增持
QQQ
INVESCO QQQ TR
+$514.0K
2,910
+62%
增持
XLY
SELECT SECTOR SPDR TR
+$489.0K
17,480
+2%
增持
WMT
WALMART INC
+$468.0K
65,810
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$464.0K
21,070
-1%
清仓
—
ISHARES TR
-$452.0K
0
-100%
增持
UNP
UNION PAC CORP
+$452.0K
7,710
+1%
减持
CF
CF INDS HLDGS INC
+$443.0K
31,945
-2%
增持
CVS
CVS HEALTH CORP
+$416.0K
19,352
+4%
减持
VYM
VANGUARD WHITEHALL FDS
+$415.0K
58,861
-2%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$394.0K
47,321
+95%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$387.0K
166,529
+6%
减持
SYK
STRYKER CORPORATION
-$385.0K
13,337
-11%
增持
MCD
MCDONALDS CORP
+$379.0K
7,547
+11%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$378.0K
51,656
+5%
增持
DIS
DISNEY WALT CO
-$374.0K
44,608
+4%
建仓
XLK
SELECT SECTOR SPDR TR
+$365.0K
2,099
增持
UPS
UNITED PARCEL SERVICE INC
+$359.0K
10,467
+1%
减持
PEP
PEPSICO INC
+$355.0K
34,289
-8%
建仓
TRIN
TRINITY CAP INC
+$352.0K
19,998
增持
ABT
ABBOTT LABS
+$345.0K
7,975
+21%
增持
REGN
REGENERON PHARMACEUTICALS
+$338.0K
2,760
+19%
增持
CRM
SALESFORCE COM INC
+$337.0K
2,188
+170%
增持
TSN
TYSON FOODS INC
+$318.0K
34,753
+1%
增持
GOOG
ALPHABET INC
+$316.0K
1,199
+1%
减持
—
LABORATORY CORP AMER HLDGS
+$314.0K
11,266
-2%
减持
—
ISHARES TR
-$310.0K
57,298
-16%
建仓
MGK
VANGUARD WORLD FD
+$310.0K
1,188
增持
STZ
CONSTELLATION BRANDS INC
+$308.0K
5,471
+8%
增持
KO
COCA COLA CO
+$303.0K
28,992
+8%
建仓
QCOM
QUALCOMM INC
+$303.0K
1,656
增持
MA
MASTERCARD INCORPORATED
+$297.0K
10,251
+5%
减持
CAT
CATERPILLAR INC
+$291.0K
20,009
-0%
增持
TSLA
TESLA INC
+$281.0K
778
+12%
建仓
—
XILINX INC
+$276.0K
1,300
建仓
SLB
SCHLUMBERGER LTD
+$274.0K
9,147
建仓
IAU
ISHARES GOLD TR
+$269.0K
7,718
减持
—
CERNER CORP
+$268.0K
12,098
-0%
建仓
SO
SOUTHERN CO
+$264.0K
3,854
减持
JNJ
JOHNSON & JOHNSON
+$259.0K
33,870
-1%
减持
IWB
ISHARES TR
+$254.0K
15,395
-3%
增持
IEMG
ISHARES INC
+$244.0K
16,309
+38%
增持
ABBV
ABBVIE INC
+$244.0K
7,506
+5%
增持
INTC
INTEL CORP
+$239.0K
74,335
+10%
建仓
IWS
ISHARES TR
+$239.0K
1,956
建仓
HAS
HASBRO INC
+$237.0K
2,329
减持
UNH
UNITEDHEALTH GROUP INC
+$232.0K
2,557
-5%
减持
FISV
FISERV INC
-$226.0K
20,214
-6%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$226.0K
0
-100%
减持
XLB
SELECT SECTOR SPDR TR
+$225.0K
19,979
-0%
增持
NEE
NEXTERA ENERGY INC
+$219.0K
14,084
+1%
建仓
—
UNILEVER PLC
+$218.0K
4,062
减持
AXP
AMERICAN EXPRESS CO
-$216.0K
12,221
-8%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$215.0K
1,346
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$214.0K
24,388
+5%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$213.0K
1,310
建仓
AMGN
AMGEN INC
+$213.0K
948
增持
ECL
ECOLAB INC
+$212.0K
5,882
+5%
建仓
PSX
PHILLIPS 66
+$211.0K
2,911
增持
HST
HOST HOTELS & RESORTS INC
+$209.0K
130,152
+3%
清仓
—
ISHARES TR
-$205.0K
0
-100%
减持
—
ASTRAZENECA PLC
-$201.0K
5,848
-35%
增持
ROP
ROPER TECHNOLOGIES INC
+$200.0K
3,682
+2%
建仓
GILD
GILEAD SCIENCES INC
+$200.0K
2,748
减持
VTV
VANGUARD INDEX FDS
-$198.0K
3,487
-34%
减持
EQBK
EQUITY BANCSHARES INC
-$194.0K
12,294
-33%
增持
BAC
BK OF AMERICA CORP
+$188.0K
88,505
+0%
减持
COP
CONOCOPHILLIPS
+$179.0K
45,127
-1%
增持
MRK
MERCK & CO INC
+$173.0K
37,153
+4%
增持
SWK
STANLEY BLACK & DECKER INC
+$171.0K
4,276
+18%
减持
AMP
AMERIPRISE FINL INC
+$169.0K
4,747
-1%
增持
VLO
VALERO ENERGY CORP
+$160.0K
24,970
+3%
增持
DHR
DANAHER CORPORATION
+$157.0K
5,209
+2%
增持
IWR
ISHARES TR
+$153.0K
32,001
+0%
增持
TRV
TRAVELERS COMPANIES INC
+$147.0K
12,392
+5%
减持
SPYG
SPDR SER TR
+$145.0K
21,721
-3%
增持
DTE
DTE ENERGY CO
+$145.0K
9,223
+8%
减持
OEF
ISHARES TR
+$144.0K
7,560
-1%
减持
BAX
BAXTER INTL INC
+$140.0K
26,791
-0%
减持
USB
US BANCORP DEL
-$140.0K
37,826
-1%
增持
CMI
CUMMINS INC
+$127.0K
3,612
+23%
增持
YUM
YUM BRANDS INC
+$121.0K
6,571
+2%
减持
PYPL
PAYPAL HLDGS INC
-$119.0K
1,084
-13%
减持
JKHY
HENRY JACK & ASSOC INC
+$119.0K
160,040
-1%
减持
BP
BP PLC
-$113.0K
11,458
-25%
增持
SCHF
SCHWAB STRATEGIC TR
+$109.0K
14,310
+24%
增持
GIS
GENERAL MLS INC
+$108.0K
4,737
+34%
减持
—
ISHARES TR
-$108.0K
38,037
-10%
减持
XLC
SELECT SECTOR SPDR TR
-$107.0K
21,374
-3%
增持
DRI
DARDEN RESTAURANTS INC
+$103.0K
12,260
+7%
增持
META
META PLATFORMS INC
+$103.0K
12,849
+3%
增持
NSC
NORFOLK SOUTHN CORP
+$103.0K
1,699
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$101.0K
11,663
+10%
减持
HRL
HORMEL FOODS CORP
+$99.0K
16,544
-4%
