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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 59
增持 64
减持 25
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
-$100.6M
3,621,718
+5%
增持
DFAC
DIMENSIONAL ETF TRUST
+$39.2M
2,137,560
+454%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$33.1M
822,569
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
VEU
VANGUARD INTL EQUITY INDEX F
-$27.0M
5,108,607
+4%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$24.8M
515,828
减持
IJH
ISHARES TR
-$22.2M
322,226
-9%
减持
VO
VANGUARD INDEX FDS
-$21.4M
55,044
-59%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$20.0M
691,869
增持
VTV
VANGUARD INDEX FDS
+$17.4M
141,117
+1565%
增持
MUNI
PIMCO ETF TR
+$16.6M
431,541
+308%
增持
SCZ
ISHARES TR
-$16.5M
1,603,110
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$16.4M
221,620
+3394%
增持
VOO
VANGUARD INDEX FDS
+$12.5M
116,656
+73%
增持
IVV
ISHARES TR
-$11.6M
169,283
+1%
增持
MUB
ISHARES TR
+$10.3M
123,436
+386%
减持
IJR
ISHARES TR
-$9.2M
339,069
-10%
建仓
PJUL
INNOVATOR ETFS TR
+$8.9M
304,404
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.6M
31,367
增持
SCHF
SCHWAB STRATEGIC TR
+$8.5M
293,114
+1410%
减持
VB
VANGUARD INDEX FDS
-$8.1M
79,661
-24%
建仓
GOOGL
ALPHABET INC
+$8.0M
3,668
增持
LLY
LILLY ELI & CO
+$7.7M
63,612
+41%
增持
BOND
PIMCO ETF TR
+$7.6M
173,731
+98%
建仓
PAPR
INNOVATOR ETFS TR
+$7.5M
279,374
建仓
VUSB
VANGUARD BD INDEX FDS
+$7.5M
152,829
建仓
DUHP
DIMENSIONAL ETF TRUST
+$7.2M
321,741
建仓
DFAU
DIMENSIONAL ETF TRUST
+$6.8M
257,143
减持
IWP
ISHARES TR
-$6.5M
255,299
-4%
减持
VUG
VANGUARD INDEX FDS
-$6.4M
82,910
-4%
减持
IVW
ISHARES TR
-$5.8M
348,147
-1%
建仓
PJAN
INNOVATOR ETFS TR
+$5.8M
193,616
建仓
POCT
INNOVATOR ETFS TR
+$5.1M
183,238
增持
PG
PROCTER AND GAMBLE CO
+$5.1M
68,757
+120%
增持
SCHB
SCHWAB STRATEGIC TR
+$4.5M
757,322
+39%
增持
DFAX
DIMENSIONAL ETF TRUST
+$4.4M
222,189
+1450%
增持
IWV
ISHARES TR
+$4.2M
58,822
+79%
增持
IXUS
ISHARES TR
-$4.0M
851,989
+8%
增持
IEMG
ISHARES INC
+$3.4M
231,329
+62%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$3.4M
131,819
-2%
减持
IEFA
ISHARES TR
-$3.2M
258,985
-3%
增持
VTEB
VANGUARD MUN BD FDS
+$3.2M
244,909
+40%
建仓
PJUN
INNOVATOR ETFS TR
+$3.1M
106,396
增持
AGG
ISHARES TR
+$3.0M
83,618
+64%
增持
NVDA
NVIDIA CORPORATION
-$3.0M
30,934
+9%
增持
JKHY
HENRY JACK & ASSOC INC
-$2.7M
160,042
+0%
建仓
IAPR
INNOVATOR ETFS TR
+$2.6M
113,485
增持
MGC
VANGUARD WORLD FD
-$2.6M
219,750
+11%
建仓
IJUL
INNOVATOR ETFS TR
+$2.5M
111,594
增持
USRT
ISHARES TR
+$2.5M
153,851
+73%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$2.4M
110,089
减持
DIS
DISNEY WALT CO
-$2.3M
45,859
-6%
增持
IWD
ISHARES TR
+$2.3M
107,934
+34%
增持
ITOT
ISHARES TR
+$2.2M
308,314
+32%
建仓
IJAN
INNOVATOR ETFS TR
+$2.1M
86,872
增持
MRK
MERCK & CO INC
+$2.0M
58,152
+44%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$2.0M
91,361
建仓
PFEB
INNOVATOR ETFS TR
+$2.0M
72,629
建仓
DFAR
DIMENSIONAL ETF TRUST
+$1.8M
78,508
增持
—
EXXON MOBIL CORP
+$1.8M
55,678
+55%
建仓
BIV
VANGUARD BD INDEX FDS
+$1.8M
22,904
增持
CSCO
CISCO SYS INC
-$1.8M
148,277
+2%
增持
MINT
PIMCO ETF TR
+$1.7M
176,629
+12%
增持
DUK
DUKE ENERGY CORP NEW
+$1.7M
20,870
+298%
建仓
KJUL
INNOVATOR ETFS TR
+$1.6M
70,336
建仓
KAPR
INNOVATOR ETFS TR
+$1.6M
67,453
建仓
PMAR
INNOVATOR ETFS TR
+$1.6M
54,032
建仓
SMB
VANECK ETF TRUST
+$1.6M
92,942
增持
AAPL
APPLE INC
-$1.5M
171,626
+20%
建仓
IOCT
INNOVATOR ETFS TR
+$1.5M
66,387
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
35,436
+35%
建仓
PMAY
INNOVATOR ETFS TR
+$1.5M
54,637
增持
TGT
TARGET CORP
-$1.5M
25,378
+6%
建仓
PDEC
INNOVATOR ETFS TR
+$1.5M
50,966
增持
ELV
ELEVANCE HEALTH INC
+$1.4M
11,048
+39%
建仓
DISV
DIMENSIONAL ETF TRUST
+$1.4M
67,072
建仓
DFIS
DIMENSIONAL ETF TRUST
+$1.4M
67,653
增持
WMT
WALMART INC
-$1.3M
71,451
+6%
建仓
KJAN
INNOVATOR ETFS TR
+$1.3M
45,370
增持
NEE
NEXTERA ENERGY INC
+$1.3M
30,384
+138%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.3M
6,373
-80%
增持
TFC
TRUIST FINL CORP
+$1.2M
31,589
+603%
增持
IWF
ISHARES TR
-$1.2M
24,303
+3%
增持
PFE
PFIZER INC
+$1.2M
148,987
+16%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.1M
4,823
+373%
减持
META
META PLATFORMS INC
-$1.1M
16,855
-2%
建仓
EAPR
INNOVATOR ETFS TR
+$1.1M
47,765
减持
—
ACCENTURE PLC IRELAND
-$1.1M
15,380
-3%
增持
D
DOMINION ENERGY INC
+$1.1M
18,018
+323%
建仓
EJUL
INNOVATOR ETFS TR
+$1.1M
45,375
增持
SO
SOUTHERN CO
+$1.0M
18,940
+351%
增持
EFA
ISHARES TR
-$1.0M
107,756
+2%
建仓
ED
CONSOLIDATED EDISON INC
+$1.0M
10,703
建仓
—
CANADIAN PAC RY LTD
+$1.0M
14,529
建仓
TFI
SPDR SER TR
+$1.0M
22,015
建仓
SPSB
SPDR SER TR
+$969.0K
32,584
减持
SPYG
SPDR SER TR
-$952.0K
10,783
-53%
增持
SYK
STRYKER CORPORATION
-$948.0K
13,888
+0%
建仓
EJAN
INNOVATOR ETFS TR
+$922.0K
34,040
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$903.0K
43,988
-4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$865.0K
33,362
+13%
增持
DXCM
DEXCOM INC
-$865.0K
16,328
+301%
增持
CAT
CATERPILLAR INC
-$862.0K
20,593
+1%
建仓
SPTS
SPDR SER TR
+$853.0K
28,946
建仓
KOCT
INNOVATOR ETFS TR
+$846.0K
35,049
建仓
WEC
WEC ENERGY GROUP INC
+$843.0K
8,374
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$842.0K
41,665
+62%
建仓
SPIB
SPDR SER TR
+$838.0K
25,696
增持
USMV
ISHARES TR
+$835.0K
18,596
+206%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$830.0K
14,099
建仓
PNOV
INNOVATOR ETFS TR
+$828.0K
29,242
清仓
—
CERNER CORP
-$823.0K
0
-100%
增持
—
APTIV PLC
-$819.0K
38,673
+9%
增持
XLY
SELECT SECTOR SPDR TR
-$816.0K
17,553
+1%
建仓
XLRE
SELECT SECTOR SPDR TR
+$799.0K
19,563
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$792.0K
12,948
增持
CSX
CSX CORP
-$788.0K
115,792
+4%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$785.0K
38,996
+132%
减持
TROW
PRICE T ROWE GROUP INC
-$774.0K
17,616
-4%
增持
VYM
VANGUARD WHITEHALL FDS
+$760.0K
74,188
+23%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$741.0K
1,133
减持
IWB
ISHARES TR
-$720.0K
14,957
-2%
建仓
PSEP
INNOVATOR ETFS TR
+$712.0K
25,306
增持
COF
CAPITAL ONE FINL CORP
-$701.0K
30,605
+3%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$695.0K
45,682
-16%
建仓
SPTM
SPDR SER TR
+$695.0K
14,963
增持
ORLY
OREILLY AUTOMOTIVE INC
-$685.0K
15,781
+1%
建仓
SPAB
SPDR SER TR
+$683.0K
25,925
减持
CF
CF INDS HLDGS INC
-$674.0K
30,203
-5%
建仓
ES
EVERSOURCE ENERGY
+$655.0K
7,758
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$643.0K
231,533
+19%
减持
APH
AMPHENOL CORP NEW
-$643.0K
46,261
-4%
减持
HST
HOST HOTELS & RESORTS INC
-$632.0K
135,641
-4%
减持
AXP
AMERICAN EXPRESS CO
-$624.0K
11,156
-4%
建仓
WM
WASTE MGMT INC DEL
+$605.0K
3,953
清仓
EFAV
ISHARES TR
-$592.0K
0
-100%
增持
INTC
INTEL CORP
-$587.0K
89,233
+13%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$578.0K
6,932
-23%
建仓
EOCT
INNOVATOR ETFS TR
+$567.0K
24,626
建仓
DFNM
DIMENSIONAL ETF TRUST
+$567.0K
11,800
建仓
CMCSA
COMCAST CORP NEW
+$528.0K
13,464
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$521.0K
1,924
+245%
增持
IWM
ISHARES TR
-$511.0K
15,206
+1%
建仓
IAU
ISHARES GOLD TR
+$501.0K
14,611
建仓
WTRG
ESSENTIAL UTILS INC
+$495.0K
10,802
增持
BAC
BK OF AMERICA CORP
-$490.0K
117,410
+17%
减持
—
LABORATORY CORP AMER HLDGS
-$488.0K
11,291
-5%
增持
SPDW
SPDR INDEX SHS FDS
+$486.0K
30,868
+162%
减持
ECL
ECOLAB INC
-$483.0K
1,700
-60%
建仓
DIV
GLOBAL X FDS
+$483.0K
24,851
建仓
FDVV
FIDELITY COVINGTON TRUST
+$481.0K
13,391
