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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 16
增持 74
减持 46
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
IJH
ISHARES TR
-$29.4M
198,291
-38%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$21.3M
5,273,792
+3%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$15.5M
760,518
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。
建仓
IEF
ISHARES TR
+$13.9M
144,616
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$13.1M
403,312
+82%
建仓
TLT
ISHARES TR
+$13.1M
127,440
减持
IJR
ISHARES TR
-$12.6M
214,899
-37%
增持
VTI
VANGUARD INDEX FDS
-$12.4M
3,737,015
+3%
增持
VTV
VANGUARD INDEX FDS
+$9.3M
225,646
+60%
增持
SCHF
SCHWAB STRATEGIC TR
+$9.2M
656,061
+124%
增持
DUHP
DIMENSIONAL ETF TRUST
+$8.7M
746,541
+132%
增持
SCZ
ISHARES TR
-$8.4M
1,622,690
+1%
减持
MUB
ISHARES TR
-$8.3M
47,466
-62%
增持
SCHB
SCHWAB STRATEGIC TR
+$6.2M
943,625
+25%
增持
TFI
SPDR SER TR
+$5.2M
141,237
+542%
增持
DIHP
DIMENSIONAL ETF TRUST
+$5.1M
392,505
+257%
建仓
SFNC
SIMMONS 1ST NATL CORP
+$5.1M
233,320
增持
POCT
INNOVATOR ETFS TR
+$4.9M
350,186
+91%
增持
ITOT
ISHARES TR
+$4.4M
379,675
+23%
增持
IXUS
ISHARES TR
-$4.3M
870,291
+2%
增持
PSEP
INNOVATOR ETFS TR
+$4.0M
170,332
+573%
减持
AGG
ISHARES TR
-$4.0M
46,558
-44%
减持
IVV
ISHARES TR
-$3.9M
167,958
-1%
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.8M
300,192
+229%
减持
MGC
VANGUARD WORLD FD
-$3.6M
203,453
-7%
增持
DFAC
DIMENSIONAL ETF TRUST
+$3.4M
2,394,513
+12%
建仓
SHV
ISHARES TR
+$3.1M
28,013
增持
VOO
VANGUARD INDEX FDS
+$2.8M
131,921
+13%
增持
DFIS
DIMENSIONAL ETF TRUST
+$2.3M
202,771
+200%
增持
VB
VANGUARD INDEX FDS
+$2.2M
95,064
+19%
增持
DISV
DIMENSIONAL ETF TRUST
+$2.1M
189,016
+182%
增持
DFAR
DIMENSIONAL ETF TRUST
+$2.1M
189,650
+142%
减持
VTEB
VANGUARD MUN BD FDS
-$2.1M
210,878
-14%
增持
CWI
SPDR INDEX SHS FDS
+$2.1M
240,823
+88%
减持
IEFA
ISHARES TR
-$2.0M
250,831
-3%
减持
KE
KIMBALL ELECTRONICS INC
-$1.9M
293,654
-15%
减持
MSFT
MICROSOFT CORP
-$1.8M
65,504
-1%
建仓
BIL
SPDR SER TR
+$1.7M
18,988
减持
VO
VANGUARD INDEX FDS
-$1.4M
50,175
-9%
减持
PG
PROCTER AND GAMBLE CO
-$1.4M
67,375
-2%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.4M
324,186
+26%
增持
IOCT
INNOVATOR ETFS TR
+$1.4M
134,361
+102%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.3M
503,681
-2%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$1.3M
131,724
-0%
增持
MUNI
PIMCO ETF TR
+$1.2M
467,677
+8%
减持
VUG
VANGUARD INDEX FDS
-$1.2M
80,829
-3%
增持
PFE
PFIZER INC
-$1.2M
151,939
+2%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.1M
33,617
+138%
增持
PAUG
INNOVATOR ETFS TR
+$1.1M
48,371
+549%
减持
MINT
PIMCO ETF TR
-$1.1M
166,364
-6%
增持
BOND
PIMCO ETF TR
+$1.1M
196,167
+13%
增持
KOCT
INNOVATOR ETFS TR
+$1.0M
76,798
+119%
增持
GOOGL
ALPHABET INC
-$946.0K
73,672
+1909%
增持
LOW
LOWES COS INC
+$946.0K
33,196
+10%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$903.0K
11,930
增持
IWD
ISHARES TR
-$861.0K
108,729
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$849.0K
35,050
-1%
建仓
—
CROSSFIRST BANKSHARES INC
+$840.0K
64,376
增持
IVW
ISHARES TR
-$828.0K
348,892
+0%
减持
EFA
ISHARES TR
-$821.0K
105,567
-2%
增持
ICF
ISHARES TR
+$811.0K
23,625
+214%
增持
NVDA
NVIDIA CORPORATION
-$787.0K
32,143
+4%
建仓
LEG
LEGGETT & PLATT INC
+$779.0K
23,434
建仓
CI
CIGNA CORP NEW
+$771.0K
2,778
增持
DFIV
DIMENSIONAL ETF TRUST
-$750.0K
746,822
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
-$748.0K
60,529
+1%
增持
HPQ
HP INC
-$718.0K
125,453
+7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$691.0K
64,742
-2%
增持
SCHC
SCHWAB STRATEGIC TR
+$679.0K
74,436
+68%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$673.0K
15,132
-4%
增持
TSN
TYSON FOODS INC
-$654.0K
37,273
+3%
建仓
GSBC
GREAT SOUTHN BANCORP INC
+$653.0K
11,437
增持
IEMG
ISHARES INC
-$623.0K
249,549
+8%
增持
COP
CONOCOPHILLIPS
+$614.0K
46,158
+1%
增持
INTC
INTEL CORP
-$597.0K
106,328
+19%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$597.0K
34,618
+4%
增持
TGT
TARGET CORP
+$595.0K
28,158
+11%
增持
FISV
FISERV INC
+$587.0K
27,783
+23%
增持
DRI
DARDEN RESTAURANTS INC
+$584.0K
16,011
+26%
增持
EOCT
INNOVATOR ETFS TR
+$553.0K
53,802
+118%
减持
OEF
ISHARES TR
-$519.0K
4,450
-38%
增持
SDY
SPDR SER TR
-$505.0K
98,056
+2%
减持
IWP
ISHARES TR
-$489.0K
251,631
-1%
清仓
DIV
GLOBAL X FDS
-$483.0K
0
-100%
清仓
ALK
ALASKA AIR GROUP INC
-$470.0K
0
-100%
建仓
T
AT&T INC
+$466.0K
30,366
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$454.0K
251,855
+9%
增持
REGN
REGENERON PHARMACEUTICALS
+$447.0K
3,525
+5%
减持
ELV
ELEVANCE HEALTH INC
-$435.0K
10,782
-2%
减持
WMT
WALMART INC
+$434.0K
70,327
-2%
减持
GOVT
ISHARES TR
-$432.0K
18,698
-48%
增持
IWV
ISHARES TR
-$428.0K
59,693
+1%
减持
CAT
CATERPILLAR INC
-$426.0K
19,833
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$425.0K
32,076
-18%
减持
BIV
VANGUARD BD INDEX FDS
-$420.0K
18,495
-19%
增持
LKFN
LAKELAND FINL CORP
+$417.0K
63,455
+0%
清仓
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$410.0K
0
-100%
减持
—
LABORATORY CORP AMER HLDGS
-$398.0K
10,975
-3%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$396.0K
25,763
-1%
减持
—
ACCENTURE PLC IRELAND
-$393.0K
15,069
-2%
减持
BAX
BAXTER INTL INC
-$388.0K
22,997
-9%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$374.0K
16,746
+47%
增持
PJUL
INNOVATOR ETFS TR
+$367.0K
325,420
+7%
增持
LLY
LILLY ELI & CO
+$366.0K
64,920
+2%
减持
DUK
DUKE ENERGY CORP NEW
-$358.0K
20,206
-3%
增持
DIS
DISNEY WALT CO
+$341.0K
49,511
+8%
减持
GLDM
WORLD GOLD TR
-$339.0K
82,409
-3%
增持
JNJ
JOHNSON & JOHNSON
-$338.0K
39,040
+3%
增持
GOOG
ALPHABET INC
-$335.0K
25,979
+1906%
增持
SMB
VANECK ETF TRUST
+$334.0K
115,633
+24%
清仓
SUB
ISHARES TR
-$328.0K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
-$328.0K
76,059
+3%
建仓
GABC
GERMAN AMERN BANCORP INC
+$327.0K
9,156
减持
CSX
CSX CORP
-$325.0K
114,087
-1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$303.0K
856,724
+4%
增持
DFNM
DIMENSIONAL ETF TRUST
+$299.0K
18,573
+57%
清仓
UBSI
UNITED BANKSHARES INC WEST V
-$297.0K
0
-100%
建仓
DINO
HF SINCLAIR CORP
+$296.0K
5,500
增持
META
META PLATFORMS INC
-$285.0K
17,934
+6%
减持
SO
SOUTHERN CO
-$281.0K
15,724
-17%
增持
USRT
ISHARES TR
-$280.0K
167,073
+9%
减持
KO
COCA COLA CO
-$276.0K
33,165
-2%
减持
PEP
PEPSICO INC
-$273.0K
33,992
-3%
减持
CF
CF INDS HLDGS INC
+$270.0K
29,703
-2%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$269.0K
9,107
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$267.0K
11,738
+84%
建仓
ESGV
VANGUARD WORLD FD
+$267.0K
4,237
减持
JKHY
HENRY JACK & ASSOC INC
+$266.0K
159,527
-0%
清仓
NKE
NIKE INC
-$265.0K
0
-100%
清仓
—
ASTRAZENECA PLC
-$264.0K
0
-100%
增持
—
APTIV PLC
-$262.0K
40,701
+5%
清仓
ECL
ECOLAB INC
-$261.0K
0
-100%
减持
D
DOMINION ENERGY INC
-$260.0K
17,035
-5%
增持
COF
CAPITAL ONE FINL CORP
-$252.0K
31,862
+4%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$246.0K
42,533
+2%
增持
HST
HOST HOTELS & RESORTS INC
+$243.0K
149,259
+10%
减持
USB
US BANCORP DEL
-$240.0K
40,828
-0%
增持
MMM
3M CO
-$238.0K
14,237
+2%
清仓
—
WIDEOPENWEST INC
-$236.0K
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$235.0K
0
-100%
增持
MA
MASTERCARD INCORPORATED
-$230.0K
12,444
+4%
增持
TRV
TRAVELERS COMPANIES INC
-$226.0K
14,163
+0%
减持
QQQ
INVESCO QQQ TR
-$225.0K
8,678
-4%
减持
PM
PHILIP MORRIS INTL INC
-$225.0K
10,255
-6%
清仓
PECO
PHILLIPS EDISON & CO INC
-$223.0K
0
-100%
减持
CL
COLGATE PALMOLIVE CO
-$223.0K
18,958
-2%
清仓
ZTS
ZOETIS INC
-$221.0K
0
-100%
减持
ABBV
ABBVIE INC
-$219.0K
9,841
-2%
清仓
DG
DOLLAR GEN CORP NEW
-$218.0K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$217.0K
0
-100%
