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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 111
减持 25
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$61.9M
3,641,425
+0%
增持
AGG
ISHARES TR
+$20.0M
703,315
+43%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$16.1M
5,413,119
+4%
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
FBND
FIDELITY MERRIMACK STR TR
+$15.4M
809,892
+74%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$15.1M
102,653
+5525%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$11.8M
458,682
-25%
增持
SCHB
SCHWAB STRATEGIC TR
+$11.2M
1,572,097
+7%
增持
AAPL
APPLE INC
+$11.0M
208,175
+17%
增持
MUB
ISHARES TR
+$10.7M
449,459
+30%
增持
VTV
VANGUARD INDEX FDS
+$8.2M
350,285
+16%
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.1M
2,921,893
+5%
增持
DUHP
DIMENSIONAL ETF TRUST
+$7.8M
1,617,029
+16%
增持
VOO
VANGUARD INDEX FDS
+$7.4M
183,318
+2%
增持
LLY
LILLY ELI & CO
+$6.4M
50,970
+0%
减持
IVV
ISHARES TR
+$5.3M
169,671
-1%
增持
NVDA
NVIDIA CORPORATION
+$5.2M
33,303
+4%
增持
MSFT
MICROSOFT CORP
+$4.9M
70,629
+6%
减持
MINT
PIMCO ETF TR
-$4.8M
83,009
-37%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$4.6M
305,677
+44%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.6M
1,153,781
+10%
减持
MGC
VANGUARD WORLD FD
+$3.9M
314,157
-1%
增持
JPM
JPMORGAN CHASE & CO
+$3.8M
83,758
+31%
增持
DFEM
DIMENSIONAL ETF TRUST
+$3.7M
1,622,071
+8%
增持
DFAT
DIMENSIONAL ETF TRUST
+$3.7M
966,821
+5%
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.5M
611,873
+14%
增持
VB
VANGUARD INDEX FDS
+$3.1M
145,717
+7%
增持
KLAC
KLA CORP
+$3.1M
14,378
+47%
增持
GOOGL
ALPHABET INC
+$2.8M
88,745
+18%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.8M
6,664
+431%
减持
ITOT
ISHARES TR
+$2.7M
424,478
-1%
增持
PWR
QUANTA SVCS INC
+$2.7M
44,226
+23%
增持
META
META PLATFORMS INC
+$2.7M
20,679
+34%
增持
MRK
MERCK & CO INC
+$2.6M
78,718
+30%
增持
DE
DEERE & CO
+$2.6M
7,078
+883%
减持
JKHY
HENRY JACK & ASSOC INC
+$2.5M
158,111
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$2.4M
38,886
+7%
增持
LOW
LOWES COS INC
+$2.3M
40,344
+19%
增持
MCK
MCKESSON CORP
+$2.3M
14,194
+33%
建仓
DHI
D R HORTON INC
+$2.2M
17,669
增持
HPQ
HP INC
+$2.1M
200,064
+46%
增持
DFAR
DIMENSIONAL ETF TRUST
+$2.1M
462,549
+27%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$2.1M
61,308
+50%
增持
CSCO
CISCO SYS INC
+$2.1M
197,358
+27%
增持
ORCL
ORACLE CORP
+$2.0M
25,907
+121%
建仓
PCAR
PACCAR INC
+$2.0M
23,672
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.0M
493,635
+4%
增持
URI
UNITED RENTALS INC
+$1.9M
7,724
+104%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.9M
8,301
+76%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.9M
584,798
+14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.8M
49,266
+36%
增持
DRI
DARDEN RESTAURANTS INC
+$1.8M
25,288
+63%
增持
JNJ
JOHNSON & JOHNSON
+$1.8M
45,782
+23%
增持
FISV
FISERV INC
+$1.8M
39,622
+39%
增持
CMI
CUMMINS INC
+$1.8M
12,537
+131%
清仓
—
SCHWAB CHARLES FAMILY FD
-$1.8M
0
增持
MA
MASTERCARD INCORPORATED
+$1.7M
16,849
+26%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.7M
117,660
+72%
增持
STZ
CONSTELLATION BRANDS INC
+$1.7M
15,274
+68%
增持
DFIV
DIMENSIONAL ETF TRUST
+$1.7M
860,330
+4%
增持
AMP
AMERIPRISE FINL INC
+$1.6M
10,082
+81%
增持
INTC
INTEL CORP
+$1.6M
163,550
+40%
增持
LKQ
LKQ CORP
+$1.6M
113,970
+29%
建仓
INTU
INTUIT
+$1.6M
3,508
减持
MUNI
PIMCO ETF TR
-$1.6M
96,981
-23%
增持
UNP
UNION PAC CORP
+$1.6M
17,931
+73%
增持
TRV
TRAVELERS COMPANIES INC
+$1.5M
22,914
+61%
减持
VUG
VANGUARD INDEX FDS
+$1.5M
69,868
-5%
增持
BAC
BANK AMERICA CORP
+$1.5M
180,924
+40%
增持
SYK
STRYKER CORPORATION
+$1.5M
19,399
+25%
增持
CAT
CATERPILLAR INC
+$1.5M
23,606
+25%
增持
HST
HOST HOTELS & RESORTS INC
+$1.5M
250,765
+50%
增持
TXN
TEXAS INSTRS INC
+$1.5M
10,360
+380%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.3M
677,595
+8%
减持
VTEB
VANGUARD MUN BD FDS
-$1.2M
219,729
-9%
增持
AMZN
AMAZON COM INC
+$1.2M
41,109
+2%
建仓
HSY
HERSHEY CO
+$1.2M
4,844
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$1.2M
14,786
增持
COP
CONOCOPHILLIPS
+$1.2M
56,357
+20%
增持
PJUL
INNOVATOR ETFS TR
+$1.2M
326,999
+3%
减持
IVW
ISHARES TR
+$1.1M
344,530
-5%
清仓
—
CANADIAN PAC RY LTD
-$1.1M
0
-100%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.1M
129,922
+1%
增持
PAPR
INNOVATOR ETFS TR
+$1.1M
375,798
+5%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$1.1M
14,742
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
30,602
+1%
建仓
FDX
FEDEX CORP
+$1.1M
4,377
建仓
XEL
XCEL ENERGY INC
+$1.1M
17,335
增持
WMT
WALMART INC
+$1.1M
75,161
+3%
增持
PEP
PEPSICO INC
+$1.1M
37,780
+16%
增持
DFAX
DIMENSIONAL ETF TRUST
+$982.6K
396,017
+11%
增持
ABT
ABBOTT LABS
+$974.7K
17,132
+94%
增持
CE
CELANESE CORP DEL
+$970.6K
17,779
+78%
增持
DTE
DTE ENERGY CO
+$961.4K
23,130
+60%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$961.2K
61,482
+33%
增持
MET
METLIFE INC
+$948.7K
35,452
+95%
增持
—
APTIV PLC
+$938.6K
55,403
+32%
增持
CVS
CVS HEALTH CORP
+$918.4K
38,779
+64%
增持
PJUN
INNOVATOR ETFS TR
+$913.7K
121,938
+27%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$908.1K
707
减持
VUSB
VANGUARD BD INDEX FDS
-$903.6K
24,322
-43%
增持
PFE
PFIZER INC
+$896.1K
195,072
+27%
增持
DHR
DANAHER CORPORATION
+$892.0K
13,418
+45%
增持
PG
PROCTER AND GAMBLE CO
+$874.4K
70,472
+7%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$872.0K
24,716
+83%
减持
VO
VANGUARD INDEX FDS
-$854.5K
57,345
-10%
减持
BOND
PIMCO ETF TR
-$851.8K
15,143
-37%
增持
SCZ
ISHARES TR
-$844.6K
1,597,849
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$822.3K
299,697
-7%
增持
DIS
DISNEY WALT CO
+$788.0K
66,051
+29%
减持
IJH
ISHARES TR
-$778.6K
156,674
-6%
增持
CVX
CHEVRON CORP NEW
+$765.4K
56,945
+13%
增持
IXUS
ISHARES TR
+$748.3K
926,405
+0%
增持
PMAY
INNOVATOR ETFS TR
+$740.0K
74,471
+45%
增持
LKFN
LAKELAND FINL CORP
-$716.4K
67,257
+6%
增持
SBUX
STARBUCKS CORP
+$715.7K
14,185
+114%
增持
KO
COCA COLA CO
+$712.1K
46,846
+38%
增持
DISV
DIMENSIONAL ETF TRUST
+$689.0K
320,833
+11%
增持
GOOG
ALPHABET INC
+$683.7K
28,520
+7%
增持
STT
STATE STR CORP
+$679.6K
13,347
+240%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$668.0K
8,640
+30%
减持
IWV
ISHARES TR
+$667.0K
57,101
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$648.2K
25,811
+78%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$626.0K
2,135
增持
REGN
REGENERON PHARMACEUTICALS
+$620.8K
5,023
+38%
增持
HON
HONEYWELL INTL INC
+$612.5K
5,758
+89%
建仓
KMB
KIMBERLY-CLARK CORP
+$603.0K
4,367
建仓
SWK
STANLEY BLACK & DECKER INC
+$594.1K
6,340
增持
USRT
ISHARES TR
+$581.2K
292,810
+2%
增持
CF
CF INDS HLDGS INC
+$581.0K
36,707
+35%
增持
ABBV
ABBVIE INC
+$572.2K
17,080
+57%
减持
PJAN
INNOVATOR ETFS TR
-$570.7K
307,224
-10%
增持
—
ACCENTURE PLC IRELAND
+$526.3K
13,974
+5%
减持
DFNM
DIMENSIONAL ETF TRUST
-$513.5K
10,387
-50%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$508.5K
87,472
+52%
增持
CMCSA
COMCAST CORP NEW
+$492.6K
24,497
+77%
增持
CSX
CSX CORP
+$469.1K
111,469
+0%
增持
QQQ
INVESCO QQQ TR
+$467.4K
8,508
+2%
增持
NKE
NIKE INC
+$465.6K
7,380
+159%
减持
SHV
ISHARES TR
-$457.9K
5,156
-45%
减持
SMB
VANECK ETF TRUST
-$448.8K
97,992
-21%
增持
GIS
GENERAL MLS INC
+$438.2K
9,548
+177%
减持
IEF
ISHARES TR
-$412.8K
90,663
-2%
增持
DFIS
DIMENSIONAL ETF TRUST
+$410.7K
341,488
+6%
清仓
—
STEEL PARTNERS HLDGS L P
-$406.2K
0
-100%
减持
F
FORD MTR CO DEL
-$404.1K
118,357
-32%
增持
AXP
AMERICAN EXPRESS CO
+$395.7K
11,660
+18%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$393.8K
57,574
-1%
增持
—
EATON CORP PLC
+$391.0K
3,903
+70%
增持
OTIS
OTIS WORLDWIDE CORP
+$390.3K
10,545
+62%
减持
POCT
INNOVATOR ETFS TR
+$388.3K
342,433
-2%
