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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 9
增持 77
减持 50
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
+$40.5M
3,719,933
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$24.7M
5,157,879
-2%
增持
SCHB
SCHWAB STRATEGIC TR
+$22.3M
1,381,554
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。
+46%
增持
CWI
SPDR INDEX SHS FDS
+$21.6M
1,109,845
+361%
增持
MUNI
PIMCO ETF TR
+$17.2M
791,008
+69%
增持
VOO
VANGUARD INDEX FDS
+$14.5M
164,620
+25%
增持
DFEM
DIMENSIONAL ETF TRUST
+$14.0M
1,314,683
+73%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$13.6M
579,879
+44%
增持
VTV
VANGUARD INDEX FDS
+$13.0M
291,383
+29%
增持
DUHP
DIMENSIONAL ETF TRUST
+$12.5M
1,182,838
+58%
增持
SCHF
SCHWAB STRATEGIC TR
+$11.7M
935,094
+43%
增持
AGG
ISHARES TR
+$11.4M
163,438
+251%
减持
SCZ
ISHARES TR
+$10.6M
1,588,535
-2%
增持
IXUS
ISHARES TR
+$10.5M
947,596
+9%
增持
DFAC
DIMENSIONAL ETF TRUST
+$10.3M
2,616,660
+9%
增持
ITOT
ISHARES TR
+$8.3M
454,175
+20%
增持
MUB
ISHARES TR
+$6.6M
108,831
+129%
增持
DFAT
DIMENSIONAL ETF TRUST
+$6.5M
907,990
+6%
增持
DIHP
DIMENSIONAL ETF TRUST
+$5.5M
591,072
+51%
增持
DFIV
DIMENSIONAL ETF TRUST
+$5.4M
808,904
+8%
增持
IVV
ISHARES TR
+$5.3M
170,704
+2%
清仓
SFNC
SIMMONS 1ST NATL CORP
-$5.1M
0
-100%
增持
PJAN
INNOVATOR ETFS TR
+$5.1M
341,097
+77%
增持
IEFA
ISHARES TR
+$4.8M
291,462
+16%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.6M
354,248
+41%
增持
VB
VANGUARD INDEX FDS
+$4.5M
113,140
+19%
增持
USRT
ISHARES TR
+$4.2M
245,237
+47%
增持
DFIC
DIMENSIONAL ETF TRUST
+$4.1M
439,344
+46%
增持
BOND
PIMCO ETF TR
+$3.5M
233,479
+19%
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.3M
423,504
+31%
增持
VTEB
VANGUARD MUN BD FDS
+$3.2M
269,660
+28%
增持
DFAR
DIMENSIONAL ETF TRUST
+$2.6M
305,592
+61%
增持
DFIS
DIMENSIONAL ETF TRUST
+$2.6M
293,190
+45%
增持
PDEC
INNOVATOR ETFS TR
+$2.6M
132,367
+168%
增持
DISV
DIMENSIONAL ETF TRUST
+$2.4M
265,757
+41%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.2M
86,927
+14%
增持
SCHC
SCHWAB STRATEGIC TR
+$2.1M
132,290
+78%
减持
VUSB
VANGUARD BD INDEX FDS
-$2.1M
107,283
-29%
增持
JPM
JPMORGAN CHASE & CO
+$2.0M
63,309
+2%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$2.0M
15,001
-1%
减持
IJR
ISHARES TR
-$2.0M
176,693
-18%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.9M
130,229
-1%
增持
IWD
ISHARES TR
+$1.9M
109,998
+1%
增持
MGC
VANGUARD WORLD FD
+$1.8M
205,631
+1%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.7M
299,712
+18%
减持
CVX
CHEVRON CORP NEW
+$1.6M
48,496
-2%
减持
PG
PROCTER AND GAMBLE CO
+$1.6M
66,638
-1%
减持
AAPL
APPLE INC
-$1.5M
170,944
-0%
减持
DFAS
DIMENSIONAL ETF TRUST
+$1.5M
486,618
-3%
减持
VUG
VANGUARD INDEX FDS
-$1.4M
74,605
-8%
增持
IEMG
ISHARES INC
+$1.4M
259,134
+4%
减持
MRK
MERCK & CO INC
+$1.3M
58,457
-2%
减持
CAT
CATERPILLAR INC
+$1.3M
19,133
-4%
增持
CSCO
CISCO SYS INC
+$1.3M
156,257
+1%
建仓
—
SCHWAB CHARLES FAMILY FD
+$1.3M
0
减持
JKHY
HENRY JACK & ASSOC INC
-$1.2M
158,905
-0%
减持
—
EXXON MOBIL CORP
+$1.2M
53,343
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
35,749
+2%
减持
KE
KIMBALL ELECTRONICS INC
+$1.1M
273,654
-7%
减持
IWP
ISHARES TR
+$1.1M
249,712
-1%
减持
SHV
ISHARES TR
-$1.1M
18,048
-36%
增持
PNOV
INNOVATOR ETFS TR
+$1.1M
60,070
+131%
减持
PFE
PFIZER INC
+$1.1M
150,885
-1%
增持
MA
MASTERCARD INCORPORATED
+$1.1M
13,270
+7%
增持
IVW
ISHARES TR
+$1.1M
363,372
+4%
清仓
SO
SOUTHERN CO
-$1.1M
0
-100%
增持
STRL
STERLING INFRASTRUCTURE INC
+$1.0M
39,866
+232%
减持
IJH
ISHARES TR
-$1.0M
175,521
-11%
增持
IJAN
INNOVATOR ETFS TR
+$1.0M
112,201
+30%
建仓
URI
UNITED RENTALS INC
+$1.0M
2,846
增持
IWV
ISHARES TR
+$963.5K
60,370
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$960.3K
36,008
+4%
减持
EFA
ISHARES TR
+$952.5K
104,593
-1%
减持
META
META PLATFORMS INC
-$934.2K
12,454
-31%
增持
MINT
PIMCO ETF TR
+$905.8K
175,902
+6%
清仓
FCNCA
FIRST CTZNS BANCSHARES INC N
-$904.0K
0
-100%
清仓
—
ISHARES TR
-$903.0K
0
-100%
增持
AMZN
AMAZON COM INC
-$894.8K
39,740
+6%
减持
TLT
ISHARES TR
-$875.2K
122,347
-4%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$873.9K
48,718
+45%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$866.2K
30,033
-5%
减持
SDY
SPDR SER TR
+$862.5K
94,281
-4%
减持
DIS
DISNEY WALT CO
-$851.5K
43,963
-11%
清仓
—
CROSSFIRST BANKSHARES INC
-$840.0K
0
-100%
减持
WMT
WALMART INC
+$826.4K
70,156
-0%
增持
NVDA
NVIDIA CORPORATION
+$816.1K
32,285
+0%
清仓
LEG
LEGGETT & PLATT INC
-$779.0K
0
-100%
增持
SYK
STRYKER CORPORATION
+$773.8K
15,321
+4%
增持
KLAC
KLA CORP
+$771.9K
9,911
+1%
清仓
CI
CIGNA CORP NEW
-$771.0K
0
-100%
减持
BIV
VANGUARD BD INDEX FDS
-$744.0K
8,275
-55%
减持
IEF
ISHARES TR
-$708.6K
137,538
-5%
增持
—
APTIV PLC
+$684.6K
41,529
+2%
清仓
GSBC
GREAT SOUTHN BANCORP INC
-$653.0K
0
-100%
增持
KJAN
INNOVATOR ETFS TR
+$642.0K
63,858
+42%
增持
POCT
INNOVATOR ETFS TR
+$630.8K
354,400
+1%
减持
CF
CF INDS HLDGS INC
-$617.7K
26,306
-11%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$586.0K
0
-100%
减持
GOOGL
ALPHABET INC
-$576.5K
73,337
-0%
增持
VLO
VALERO ENERGY CORP
+$576.3K
26,843
+1%
减持
COP
CONOCOPHILLIPS
+$572.2K
44,875
-3%
建仓
—
U S SILICA HLDGS INC
+$549.3K
43,945
增持
DXCM
DEXCOM INC
+$534.2K
16,286
+0%
减持
VO
VANGUARD INDEX FDS
+$526.8K
48,863
-3%
清仓
SWK
STANLEY BLACK & DECKER INC
-$524.0K
0
-100%
建仓
SCHE
SCHWAB STRATEGIC TR
+$516.4K
21,817
减持
LKQ
LKQ CORP
+$489.9K
90,993
-2%
减持
PEP
PEPSICO INC
+$487.4K
33,412
-2%
增持
LOW
LOWES COS INC
+$485.1K
33,723
+2%
建仓
PECO
PHILLIPS EDISON & CO INC
+$481.1K
15,109
减持
PJUL
INNOVATOR ETFS TR
+$479.3K
324,257
-0%
清仓
DE
DEERE & CO
-$475.0K
0
-100%
清仓
T
AT&T INC
-$466.0K
0
-100%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$465.3K
25,508
-1%
减持
TRV
TRAVELERS COMPANIES INC
+$433.4K
13,880
-2%
减持
IVE
ISHARES TR
+$432.7K
41,612
-5%
减持
BIL
SPDR SER TR
-$432.6K
14,282
-25%
减持
BAX
BAXTER INTL INC
-$429.7K
15,859
-31%
增持
ESGV
VANGUARD WORLD FD
+$404.6K
10,197
+141%
增持
ROP
ROPER TECHNOLOGIES INC
+$403.3K
4,396
+6%
建仓
SUSB
ISHARES TR
+$402.9K
16,952
减持
CSX
CSX CORP
+$386.8K
110,612
-3%
减持
JNJ
JOHNSON & JOHNSON
+$383.5K
38,270
-2%
减持
PAPR
INNOVATOR ETFS TR
+$383.0K
277,726
-0%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$381.9K
45,257
+6%
增持
BAC
BANK AMERICA CORP
+$378.9K
119,230
+1%
增持
HD
HOME DEPOT INC
+$378.7K
7,895
+3%
增持
EJAN
INNOVATOR ETFS TR
+$373.3K
44,627
+32%
增持
MCD
MCDONALDS CORP
+$369.2K
10,033
+2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$366.0K
4,432
-62%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$350.2K
42,395
-2%
增持
KO
COCA COLA CO
+$337.3K
34,512
+4%
增持
SMB
VANECK ETF TRUST
+$337.3K
133,901
+16%
建仓
NKE
NIKE INC
+$333.7K
2,852
减持
MCK
MCKESSON CORP
+$328.6K
10,374
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$327.8K
6,119
+2%
清仓
GABC
GERMAN AMERN BANCORP INC
-$327.0K
0
-100%
增持
FISV
FISERV INC
+$324.7K
28,937
+4%
增持
TFI
SPDR SER TR
+$314.7K
143,089
+1%
增持
IOCT
INNOVATOR ETFS TR
+$313.5K
134,729
+0%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$310.1K
50,726
+1%
减持
AMP
AMERIPRISE FINL INC
+$306.7K
5,285
-1%
建仓
SUB
ISHARES TR
+$306.1K
2,936
清仓
UTF
COHEN & STEERS INFRASTRUCTUR
-$305.0K
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$299.6K
16,556
-3%
增持
UNP
UNION PAC CORP
+$288.1K
9,355
+11%
增持
CMI
CUMMINS INC
+$284.0K
5,019
+10%
增持
ABBV
ABBVIE INC
+$278.9K
9,893
+1%
增持
—
ISHARES TR
+$277.1K
23,975
+89%
建仓
—
LINDE PLC
+$275.9K
846
