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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 27
增持 79
减持 31
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
-$30.2M
3,442,306
+2%
增持
IXUS
ISHARES TR
+$10.4M
789,845
+33%
清仓
GOOGL
ALPHABET INC
-$9.4M
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
BOND
PIMCO ETF TR
+$8.7M
87,579
+4078%
增持
SCZ
ISHARES TR
-$7.6M
1,567,966
+3%
增持
IEMG
ISHARES INC
+$6.9M
142,484
+774%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.3M
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$5.8M
4,899,979
+4%
增持
USRT
ISHARES TR
+$5.4M
88,884
+1903%
增持
MUNI
PIMCO ETF TR
+$5.0M
105,645
+877%
减持
IWP
ISHARES TR
-$5.0M
265,885
-3%
增持
JKHY
HENRY JACK & ASSOC INC
+$4.8M
160,041
+0%
减持
IVV
ISHARES TR
-$4.7M
167,029
-1%
增持
ITOT
ISHARES TR
+$3.8M
233,859
+26%
减持
IVW
ISHARES TR
-$3.1M
351,325
-2%
建仓
GLDM
WORLD GOLD TR
+$3.1M
80,242
清仓
—
WORLD GOLD TR
-$3.1M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$3.0M
86,387
-0%
增持
MINT
PIMCO ETF TR
+$2.8M
157,585
+23%
增持
MUB
ISHARES TR
+$2.6M
25,399
+1168%
增持
CVX
CHEVRON CORP NEW
+$2.5M
45,939
+8%
减持
MGC
VANGUARD WORLD FD
-$2.5M
198,360
-2%
增持
IVE
ISHARES TR
+$2.5M
39,558
+69%
增持
VTEB
VANGUARD MUN BD FDS
+$2.5M
175,512
+47%
减持
VOO
VANGUARD INDEX FDS
-$2.0M
67,409
-2%
增持
IWD
ISHARES TR
+$1.9M
80,690
+18%
增持
SCHB
SCHWAB STRATEGIC TR
-$1.7M
543,099
+100%
增持
IJH
ISHARES TR
-$1.6M
354,439
+4%
建仓
SCHC
SCHWAB STRATEGIC TR
+$1.6M
42,501
增持
QQQ
INVESCO QQQ TR
+$1.6M
7,596
+161%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$1.6M
12,636
增持
COP
CONOCOPHILLIPS
+$1.3M
45,172
+0%
增持
—
APTIV PLC
-$1.2M
35,617
+7%
增持
AGG
ISHARES TR
+$1.2M
50,956
+35%
增持
—
ACCENTURE PLC IRELAND
-$1.1M
15,916
+3%
减持
CF
CF INDS HLDGS INC
+$1.0M
31,666
-1%
减持
IWF
ISHARES TR
-$993.0K
23,524
-4%
增持
—
EXXON MOBIL CORP
+$876.0K
35,884
+5%
增持
VLO
VALERO ENERGY CORP
+$831.0K
26,664
+7%
增持
PWR
QUANTA SVCS INC
+$829.0K
40,393
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$827.0K
26,218
-2%
增持
LKQ
LKQ CORP
-$820.0K
88,219
+10%
增持
LOW
LOWES COS INC
-$788.0K
27,232
+12%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$764.0K
195,113
+17%
增持
TROW
PRICE T ROWE GROUP INC
-$757.0K
18,355
+2%
减持
KE
KIMBALL ELECTRONICS INC
-$751.0K
352,879
-2%
减持
—
ISHARES TR
-$748.0K
29,413
-49%
增持
VTV
VANGUARD INDEX FDS
+$740.0K
8,476
+143%
增持
MCK
MCKESSON CORP
+$706.0K
10,556
+4%
增持
IJR
ISHARES TR
-$663.0K
375,573
+4%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$662.0K
46,025
-3%
减持
APH
AMPHENOL CORP NEW
-$651.0K
48,052
-2%
建仓
CE
CELANESE CORP DEL
+$642.0K
4,494
减持
ECL
ECOLAB INC
-$636.0K
4,215
-28%
建仓
XLE
SELECT SECTOR SPDR TR
+$621.0K
8,123
减持
EFA
ISHARES TR
-$618.0K
105,697
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$617.0K
59,022
-1%
增持
THFF
FIRST FINL CORP IND
+$614.0K
20,416
+242%
增持
TRV
TRAVELERS COMPANIES INC
+$602.0K
13,902
+12%
减持
DFAC
DIMENSIONAL ETF TRUST
-$600.0K
385,714
-1%
增持
HD
HOME DEPOT INC
-$597.0K
6,363
+6%
减持
PG
PROCTER AND GAMBLE CO
-$560.0K
31,299
-4%
增持
AMZN
AMAZON COM INC
+$557.0K
1,303
+18%
增持
ALL
ALLSTATE CORP
+$553.0K
11,830
+28%
增持
AAPL
APPLE INC
+$522.0K
143,196
+4%
建仓
PAYX
PAYCHEX INC
+$521.0K
3,819
增持
WMT
WALMART INC
+$501.0K
67,310
+2%
增持
VO
VANGUARD INDEX FDS
-$497.0K
135,539
+5%
增持
HST
HOST HOTELS & RESORTS INC
+$496.0K
142,015
+9%
建仓
XLF
SELECT SECTOR SPDR TR
+$494.0K
12,885
建仓
NMAI
NUVEEN MULTI ASSET INCOME FU
+$494.0K
30,521
增持
XLK
SELECT SECTOR SPDR TR
+$491.0K
5,388
+157%
增持
PFE
PFIZER INC
-$486.0K
128,324
+6%
增持
META
FACEBOOK INC
-$483.0K
17,265
+34%
增持
MRK
MERCK & CO. INC
+$474.0K
40,475
+9%
增持
MA
MASTERCARD INCORPORATED
+$473.0K
11,628
+13%
增持
VZ
VERIZON COMMUNICATIONS INC
+$473.0K
58,053
+21%
增持
JNJ
JOHNSON & JOHNSON
+$467.0K
35,325
+4%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$451.0K
0
-100%
增持
SDY
SPDR SER TR
+$448.0K
85,605
+5%
增持
IEFA
ISHARES TR
-$443.0K
265,848
+5%
增持
CSCO
CISCO SYS INC
-$441.0K
145,083
+8%
增持
MSFT
MICROSOFT CORP
-$441.0K
55,460
+6%
增持
REGN
REGENERON PHARMACEUTICALS
+$440.0K
3,125
+13%
增持
F
FORD MTR CO DEL
-$439.0K
118,598
+1%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$438.0K
15,555
-1%
增持
LKFN
LAKELAND FINL CORP
-$438.0K
63,101
+0%
增持
ABBV
ABBVIE INC
+$434.0K
8,943
+19%
建仓
XLV
SELECT SECTOR SPDR TR
+$429.0K
3,133
建仓
GS
GOLDMAN SACHS GROUP INC
+$408.0K
1,235
增持
—
LABORATORY CORP AMER HLDGS
-$406.0K
11,886
+6%
增持
CAT
CATERPILLAR INC
+$406.0K
20,390
+2%
清仓
CMCSA
COMCAST CORP NEW
-$404.0K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$401.0K
15,518
增持
JPM
JPMORGAN CHASE & CO
-$399.0K
50,642
+10%
减持
IWM
ISHARES TR
-$381.0K
15,033
-4%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$380.0K
3,473
减持
LLY
LILLY ELI & CO
+$367.0K
45,054
-1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$355.0K
21,868
+4%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$354.0K
1,020
增持
IWV
ISHARES TR
-$353.0K
32,836
+2%
清仓
ETSY
ETSY INC
-$350.0K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$350.0K
1,882
+46%
建仓
TXN
TEXAS INSTRS INC
+$349.0K
1,901
减持
XLY
SELECT SECTOR SPDR TR
-$345.0K
17,454
-0%
增持
ELV
ANTHEM INC
+$343.0K
7,936
+3%
建仓
SHEL
SHELL PLC
+$332.0K
6,038
增持
MET
METLIFE INC
+$319.0K
13,563
+34%
增持
VB
VANGUARD INDEX FDS
-$313.0K
104,255
+5%
建仓
—
EL PASO ENERGY CAP TR I
+$312.0K
16,494
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$308.0K
134,259
-1%
增持
MMM
3M CO
-$302.0K
14,292
+4%
增持
FISV
FISERV INC
+$300.0K
23,652
+17%
减持
—
CERNER CORP
-$300.0K
8,798
-27%
减持
CWI
SPDR INDEX SHS FDS
-$298.0K
100,178
-4%
减持
—
ISHARES TR
-$288.0K
12,699
-45%
清仓
—
XILINX INC
-$276.0K
0
-100%
清仓
TSCO
TRACTOR SUPPLY CO
-$275.0K
0
-100%
减持
UNM
UNUM GROUP
+$275.0K
39,660
-0%
建仓
—
MEDTRONIC PLC
+$273.0K
2,458
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$273.0K
29,572
+11%
清仓
IAU
ISHARES GOLD TR
-$269.0K
0
-100%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$267.0K
54,212
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$265.0K
3,037
+19%
减持
BAX
BAXTER INTL INC
-$255.0K
26,378
-2%
增持
UNP
UNION PAC CORP
+$249.0K
8,020
+4%
建仓
SCHA
SCHWAB STRATEGIC TR
+$247.0K
5,209
减持
IWB
ISHARES TR
-$244.0K
15,302
-1%
增持
NVDA
NVIDIA CORPORATION
-$240.0K
28,269
+5%
增持
DIS
DISNEY WALT CO
-$236.0K
48,649
+9%
建仓
ADI
ANALOG DEVICES INC
+$233.0K
1,413
减持
NEE
NEXTERA ENERGY INC
-$232.0K
12,783
-9%
增持
KO
COCA COLA CO
+$230.0K
31,404
+8%
建仓
FCX
FREEPORT-MCMORAN INC
+$230.0K
4,625
建仓
EVRG
EVERGY INC
+$227.0K
3,320
清仓
TJX
TJX COS INC NEW
-$225.0K
0
-100%
建仓
AVGO
BROADCOM INC
+$224.0K
356
增持
COF
CAPITAL ONE FINL CORP
-$223.0K
29,628
+5%
建仓
ETR
ENTERGY CORP NEW
+$223.0K
1,913
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$223.0K
7,155
清仓
KMI
KINDER MORGAN INC DEL
-$221.0K
0
-100%
建仓
DOCU
DOCUSIGN INC
+$218.0K
2,039
建仓
FTNT
FORTINET INC
+$216.0K
632
清仓
SPG
SIMON PPTY GROUP INC NEW
-$215.0K
0
-100%
清仓
RSP
INVESCO EXCHANGE TRADED FD T
-$213.0K
0
-100%
建仓
OMC
OMNICOM GROUP INC
+$210.0K
2,478
增持
DTE
DTE ENERGY CO
+$210.0K
9,926
+8%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$208.0K
16,790
+43%
增持
BAC
BK OF AMERICA CORP
+$207.0K
100,548
+14%
减持
CL
COLGATE PALMOLIVE CO
-$206.0K
19,933
-1%
