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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 23
增持 74
减持 43
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
MUNI
PIMCO ETF TR
-$34.0M
126,413
-84%
增持
AGG
ISHARES TR
+$33.1M
490,794
+200%
减持
VTI
VANGUARD INDEX FDS
+$29.0M
3,626,685
-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
MUB
ISHARES TR
+$25.8M
346,371
+218%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$21.4M
464,769
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$19.8M
5,206,538
+1%
减持
BOND
PIMCO ETF TR
-$18.9M
24,141
-90%
增持
MGC
VANGUARD WORLD FD
+$18.0M
315,904
+54%
减持
IWD
ISHARES TR
-$14.9M
11,432
-90%
清仓
TLT
ISHARES TR
-$12.2M
0
-100%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$10.7M
211,770
增持
VOO
VANGUARD INDEX FDS
+$9.4M
178,859
+9%
增持
SCHB
SCHWAB STRATEGIC TR
+$8.2M
1,464,145
+6%
增持
DFAC
DIMENSIONAL ETF TRUST
+$7.7M
2,794,888
+7%
增持
AAPL
APPLE INC
+$7.2M
178,205
+4%
增持
DUHP
DIMENSIONAL ETF TRUST
+$6.7M
1,397,563
+18%
增持
SCHF
SCHWAB STRATEGIC TR
+$6.4M
1,048,910
+12%
增持
DFEM
DIMENSIONAL ETF TRUST
+$5.8M
1,495,465
+14%
增持
SCZ
ISHARES TR
+$5.4M
1,597,811
+1%
减持
CWI
SPDR INDEX SHS FDS
-$5.3M
831,393
-25%
增持
VB
VANGUARD INDEX FDS
+$5.1M
136,371
+21%
增持
IVV
ISHARES TR
+$4.8M
171,112
+0%
减持
MINT
PIMCO ETF TR
-$4.2M
132,073
-25%
减持
NVDA
NVIDIA CORPORATION
+$4.2M
32,076
-1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.1M
538,527
+27%
建仓
SFNC
SIMMONS 1ST NATL CORP
+$4.0M
229,320
减持
IEF
ISHARES TR
-$4.0M
92,523
-33%
增持
JKHY
HENRY JACK & ASSOC INC
-$3.9M
158,909
+0%
增持
MSFT
MICROSOFT CORP
+$3.7M
66,549
+3%
减持
LLY
LILLY ELI & CO
-$3.6M
50,826
-12%
增持
VO
VANGUARD INDEX FDS
+$3.5M
63,908
+31%
减持
VUSB
VANGUARD BD INDEX FDS
-$3.2M
42,635
-60%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.9M
610,463
+5%
增持
PAPR
INNOVATOR ETFS TR
+$2.7M
357,216
+29%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.5M
511,771
+16%
增持
PMAR
INNOVATOR ETFS TR
+$2.5M
126,755
+142%
减持
IXUS
ISHARES TR
+$2.4M
924,346
-2%
减持
VUG
VANGUARD INDEX FDS
+$2.4M
73,270
-2%
增持
USRT
ISHARES TR
+$2.3M
287,146
+17%
增持
DIHP
DIMENSIONAL ETF TRUST
+$2.2M
630,239
+7%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.0M
825,256
+2%
减持
IVW
ISHARES TR
+$1.9M
362,092
-0%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.8M
357,701
+19%
增持
META
META PLATFORMS INC
+$1.8M
15,428
+24%
增持
IEFA
ISHARES TR
+$1.5M
291,742
+0%
增持
PFEB
INNOVATOR ETFS TR
+$1.5M
115,164
+78%
增持
PFE
PFIZER INC
-$1.5M
153,411
+2%
增持
DFAR
DIMENSIONAL ETF TRUST
+$1.4M
365,262
+20%
增持
GOOGL
ALPHABET INC
+$1.4M
75,520
+3%
清仓
BIL
SPDR SER TR
-$1.3M
0
-100%
增持
DIS
DISNEY WALT CO
+$1.3M
51,024
+16%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.3M
924,998
+2%
减持
IWP
ISHARES TR
+$1.2M
242,684
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
36,337
+2%
增持
INTC
INTEL CORP
+$1.1M
117,204
+15%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.1M
321,100
+10%
减持
VTEB
VANGUARD MUN BD FDS
-$1.1M
242,448
-10%
减持
TFI
SPDR SER TR
-$1.0M
117,290
-18%
增持
PWR
QUANTA SVCS INC
+$1.0M
36,093
+3%
增持
IEMG
ISHARES INC
+$1.0M
268,760
+4%
增持
DISV
DIMENSIONAL ETF TRUST
+$996.2K
289,801
+9%
减持
JNJ
JOHNSON & JOHNSON
-$990.0K
37,228
-3%
减持
SHV
ISHARES TR
-$956.5K
9,297
-48%
增持
—
APTIV PLC
+$849.9K
42,049
+1%
增持
AMZN
AMAZON COM INC
+$811.2K
40,172
+1%
增持
WMT
WALMART INC
+$808.3K
72,944
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$794.6K
322,129
-9%
减持
KE
KIMBALL ELECTRONICS INC
-$764.0K
224,806
-18%
增持
GOVT
ISHARES TR
+$756.9K
48,042
+198%
减持
IJH
ISHARES TR
-$711.0K
166,876
-5%
建仓
CI
THE CIGNA GROUP
+$709.4K
2,776
减持
CSCO
CISCO SYS INC
+$703.7K
155,865
-0%
增持
SYK
STRYKER CORPORATION
+$686.4K
15,526
+1%
增持
VTV
VANGUARD INDEX FDS
+$679.4K
301,071
+3%
建仓
—
CROSSFIRST BANKSHARES INC
+$674.7K
64,376
建仓
LEG
LEGGETT & PLATT INC
+$659.1K
20,674
增持
COP
CONOCOPHILLIPS
-$648.5K
46,837
+4%
增持
HPQ
HP INC
+$647.6K
136,919
+9%
增持
LKFN
LAKELAND FINL CORP
-$640.6K
63,532
+0%
增持
PJAN
INNOVATOR ETFS TR
+$609.4K
341,986
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$604.1K
94,887
+9%
减持
ELV
ELEVANCE HEALTH INC
-$585.4K
9,583
-2%
建仓
GSBC
GREAT SOUTHN BANCORP INC
+$579.6K
11,437
减持
IWV
ISHARES TR
+$541.5K
58,893
-2%
建仓
T
AT&T INC
+$539.7K
28,037
增持
TGT
TARGET CORP
+$522.0K
29,307
+1%
增持
VLO
VALERO ENERGY CORP
+$521.8K
28,131
+5%
减持
—
EXXON MOBIL CORP
-$520.8K
48,906
-8%
增持
CVX
CHEVRON CORP NEW
-$509.8K
50,226
+4%
减持
EFA
ISHARES TR
+$495.0K
102,915
-2%
增持
URI
UNITED RENTALS INC
+$484.1K
3,779
+33%
增持
VZ
VERIZON COMMUNICATIONS INC
+$483.4K
68,396
+24%
清仓
PECO
PHILLIPS EDISON & CO INC
-$481.1K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$470.1K
6,662
+9%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$449.9K
40,918
-3%
增持
REGN
REGENERON PHARMACEUTICALS
+$430.0K
3,637
+3%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$418.5K
15,722
减持
POCT
INNOVATOR ETFS TR
+$416.2K
350,078
-1%
增持
SUSB
ISHARES TR
+$415.7K
34,023
+101%
减持
TSLA
TESLA INC
+$402.0K
6,306
-14%
减持
NSC
NORFOLK SOUTHN CORP
-$394.9K
2,446
-34%
增持
IAPR
INNOVATOR ETFS TR
+$394.2K
125,106
+12%
减持
GOOG
ALPHABET INC
+$383.8K
26,600
-1%
清仓
UMBF
UMB FINL CORP
-$361.2K
0
-100%
增持
CVS
CVS HEALTH CORP
-$355.5K
23,717
+4%
增持
ALL
ALLSTATE CORP
-$340.9K
14,315
+1%
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$337.8K
13,845
减持
QQQ
INVESCO QQQ TR
+$332.6K
8,337
-5%
增持
KAPR
INNOVATOR ETFS TR
+$329.5K
75,525
+14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$329.2K
36,189
+1%
减持
ITOT
ISHARES TR
+$320.0K
428,869
-6%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$318.8K
15,289
+2%
建仓
GABC
GERMAN AMERN BANCORP INC
+$305.5K
9,156
建仓
—
LINDE PLC
+$301.8K
849
减持
ICF
ISHARES TR
-$300.8K
18,678
-23%
建仓
MAR
MARRIOTT INTL INC NEW
+$297.7K
1,793
建仓
DE
DEERE & CO
+$297.3K
720
减持
FISV
FISERV INC
+$293.8K
28,474
-2%
增持
CE
CELANESE CORP DEL
+$293.2K
9,994
+29%
建仓
SO
SOUTHERN CO
+$281.2K
4,042
减持
PG
PROCTER AND GAMBLE CO
-$280.6K
66,037
-1%
减持
IWF
ISHARES TR
-$280.0K
20,522
-17%
清仓
IGSB
ISHARES TR
-$277.4K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$276.8K
34,830
+23%
清仓
—
LINDE PLC
-$275.9K
0
-100%
增持
CF
CF INDS HLDGS INC
-$274.0K
27,138
+3%
建仓
ODC
OIL DRI CORP AMER
+$270.4K
6,499
清仓
SCHV
SCHWAB STRATEGIC TR
-$268.7K
0
-100%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$265.4K
3,235
增持
MA
MASTERCARD INCORPORATED
+$263.0K
13,421
+1%
建仓
BWMN
BOWMAN CONSULTING GROUP LTD
+$254.1K
8,850
减持
CAT
CATERPILLAR INC
-$252.5K
18,926
-1%
建仓
AFL
AFLAC INC
+$250.9K
3,889
增持
BAC
BANK AMERICA CORP
-$245.3K
129,495
+9%
增持
COF
CAPITAL ONE FINL CORP
+$243.1K
33,329
+5%
增持
GLDM
WORLD GOLD TR
+$240.4K
79,875
+0%
减持
SCHC
SCHWAB STRATEGIC TR
+$235.7K
130,491
-1%
清仓
—
KIMBALL INTL INC
-$235.3K
0
-100%
清仓
FHN
FIRST HORIZON CORPORATION
-$234.8K
0
-100%
增持
SDY
SPDR SER TR
+$228.6K
97,196
+3%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$227.0K
44,240
-9%
建仓
ADI
ANALOG DEVICES INC
+$224.0K
1,136
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$224.0K
0
-100%
减持
PJUL
INNOVATOR ETFS TR
+$222.9K
316,442
-2%
建仓
BA
BOEING CO
+$222.7K
1,048
减持
NEE
NEXTERA ENERGY INC
-$214.7K
30,499
-1%
建仓
ZTS
ZOETIS INC
+$214.5K
1,289
增持
BIV
VANGUARD BD INDEX FDS
+$214.3K
10,807
+31%
减持
UPS
UNITED PARCEL SERVICE INC
+$212.8K
10,934
-0%
建仓
NFLX
NETFLIX INC
+$212.5K
615
