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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 2
增持 37
减持 97
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$29.6M
754,776
+78%
增持
FBND
FIDELITY MERRIMACK STR TR
+$22.8M
1,368,327
+69%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$20.4M
252,594
+146%
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
AGG
ISHARES TR
+$20.0M
945,662
+34%
增持
VTI
VANGUARD INDEX FDS
-$17.6M
3,693,456
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$17.3M
231,907
-49%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$8.6M
5,843,142
+8%
减持
SCZ
ISHARES TR
-$8.3M
1,521,852
-5%
减持
AAPL
APPLE INC
-$7.3M
193,228
-7%
减持
WMT
WALMART INC
-$6.6M
32,790
-56%
清仓
KE
KIMBALL ELECTRONICS INC
-$5.4M
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$4.1M
11,032
-25%
清仓
SFNC
SIMMONS 1ST NATL CORP
-$4.0M
0
-100%
增持
MUB
ISHARES TR
+$3.7M
504,026
+12%
减持
IVV
ISHARES TR
-$3.7M
167,588
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
-$3.6M
446,917
-9%
增持
VTV
VANGUARD INDEX FDS
+$3.4M
385,439
+10%
减持
VO
VANGUARD INDEX FDS
-$3.1M
45,656
-20%
减持
KLAC
KLA CORP
-$3.0M
8,717
-39%
减持
IJH
ISHARES TR
-$2.9M
152,767
-2%
清仓
DE
DEERE & CO
-$2.9M
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$2.8M
64,413
-23%
减持
JKHY
HENRY JACK & ASSOC INC
-$2.8M
156,321
-1%
减持
MRK
MERCK & CO INC
-$2.8M
60,910
-23%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.7M
1,775,946
+10%
减持
LKFN
LAKELAND FINL CORP
-$2.7M
11,822
-82%
增持
DFAC
DIMENSIONAL ETF TRUST
-$2.7M
2,925,254
+0%
减持
MSFT
MICROSOFT CORP
-$2.7M
67,755
-4%
减持
HPQ
HP INC
-$2.6M
137,166
-31%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.6M
371,175
+21%
减持
LKQ
LKQ CORP
-$2.5M
84,397
-26%
减持
IWP
ISHARES TR
-$2.5M
215,663
-6%
减持
PWR
QUANTA SVCS INC
-$2.3M
34,045
-23%
减持
FISV
FISERV INC
-$2.3M
23,978
-39%
减持
LOW
LOWES COS INC
-$2.3M
32,883
-18%
增持
IXUS
ISHARES TR
-$2.1M
931,530
+1%
减持
IEMG
ISHARES INC
-$2.1M
226,561
-13%
减持
CSCO
CISCO SYS INC
-$2.0M
152,240
-23%
减持
DRI
DARDEN RESTAURANTS INC
-$2.0M
15,461
-39%
减持
MINT
PIMCO ETF TR
-$1.9M
63,702
-23%
减持
TGT
TARGET CORP
-$1.9M
27,830
-26%
减持
MA
MASTERCARD INCORPORATED
-$1.9M
12,012
-29%
减持
MGC
VANGUARD WORLD FD
-$1.8M
311,555
-1%
减持
SYK
STRYKER CORPORATION
-$1.8M
15,054
-22%
减持
PFE
PFIZER INC
-$1.7M
163,776
-16%
减持
VUG
VANGUARD INDEX FDS
-$1.7M
66,383
-5%
减持
DIS
DISNEY WALT CO
-$1.7M
52,177
-21%
减持
MCK
MCKESSON CORP
-$1.6M
10,185
-28%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.6M
85,324
-27%
减持
USRT
ISHARES TR
-$1.6M
284,988
-3%
减持
MUNI
PIMCO ETF TR
-$1.6M
68,437
-29%
减持
NVDA
NVIDIA CORPORATION
-$1.5M
28,946
-13%
减持
TRV
TRAVELERS COMPANIES INC
-$1.5M
15,261
-33%
减持
—
APTIV PLC
-$1.5M
42,461
-23%
减持
INTC
INTEL CORP
-$1.5M
112,497
-31%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.5M
949,527
-2%
减持
IVW
ISHARES TR
-$1.5M
333,650
-3%
减持
AMP
AMERIPRISE FINL INC
-$1.5M
5,755
-43%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.4M
1,252,472
+9%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.4M
52,571
-14%
减持
IEFA
ISHARES TR
-$1.4M
283,299
-3%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.4M
8,724
+95%
减持
HST
HOST HOTELS & RESORTS INC
-$1.4M
177,801
-29%
减持
CWI
SPDR INDEX SHS FDS
-$1.3M
801,455
-2%
减持
META
META PLATFORMS INC
-$1.3M
15,346
-26%
减持
UNP
UNION PAC CORP
-$1.3M
11,663
-35%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$1.3M
45,323
-26%
减持
URI
UNITED RENTALS INC
-$1.3M
4,903
-37%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.2M
6,452
-25%
减持
SDY
SPDR SER TR
-$1.2M
92,529
-5%
减持
STZ
CONSTELLATION BRANDS INC
-$1.2M
10,033
-34%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$1.2M
57,209
-35%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.2M
38,313
-22%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.2M
26,259
-44%
减持
BAC
BANK AMERICA CORP
-$1.2M
145,875
-19%
减持
CMI
CUMMINS INC
-$1.2M
8,300
-34%
减持
ROP
ROPER TECHNOLOGIES INC
-$1.2M
5,857
-29%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.2M
671,562
+10%
增持
KO
COCA COLA CO
+$1.1M
70,116
+50%
增持
PJUL
INNOVATOR ETFS TR
+$1.1M
364,582
+11%
清仓
GOVT
ISHARES TR
-$1.1M
0
-100%
减持
RTX
RTX CORPORATION
-$1.0M
24,664
-14%
减持
DTE
DTE ENERGY CO
-$1.0M
15,461
-33%
增持
DFEM
DIMENSIONAL ETF TRUST
+$978.3K
1,715,535
+6%
增持
DFAR
DIMENSIONAL ETF TRUST
+$968.7K
559,569
+21%
减持
ADBE
ADOBE INC
-$964.1K
4,500
-32%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$945.5K
13,264
-46%
减持
DHI
D R HORTON INC
-$889.5K
11,730
-34%
增持
IBDR
ISHARES TR
+$852.5K
92,457
+66%
减持
CVS
CVS HEALTH CORP
-$841.6K
26,342
-32%
减持
COF
CAPITAL ONE FINL CORP
-$839.5K
25,424
-16%
减持
TSN
TYSON FOODS INC
-$832.2K
39,052
-29%
增持
POCT
INNOVATOR ETFS TR
+$825.7K
361,805
+6%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$778.3K
291,083
-3%
减持
SMB
VANECK ETF TRUST
-$776.9K
52,293
-47%
减持
DHR
DANAHER CORPORATION
-$772.6K
9,866
-26%
减持
REGN
REGENERON PHARMACEUTICALS
-$770.8K
3,449
-31%
减持
SCHC
SCHWAB STRATEGIC TR
-$757.2K
109,491
-14%
减持
PEP
PEPSICO INC
-$750.1K
36,872
-2%
增持
PAUG
INNOVATOR ETFS TR
+$742.7K
72,885
+50%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$742.4K
31,909
+4%
减持
VUSB
VANGUARD BD INDEX FDS
-$728.5K
9,498
-61%
减持
CSX
CSX CORP
-$726.7K
99,979
-10%
清仓
CI
THE CIGNA GROUP
-$724.2K
0
-100%
增持
DFIC
DIMENSIONAL ETF TRUST
+$710.9K
638,284
+9%
减持
CE
CELANESE CORP DEL
-$687.6K
10,924
-39%
减持
CVX
CHEVRON CORP NEW
-$685.7K
49,072
-14%
减持
JNJ
JOHNSON & JOHNSON
-$659.2K
44,422
-3%
减持
FDX
FEDEX CORP
-$657.0K
1,616
-63%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$656.3K
1,134
+60%
减持
MET
METLIFE INC
-$655.7K
21,435
-40%
增持
DISV
DIMENSIONAL ETF TRUST
+$645.4K
346,221
+8%
清仓
—
CROSSFIRST BANKSHARES INC
-$643.8K
0
-100%
减持
USB
US BANCORP DEL
-$639.7K
21,233
-48%
增持
VB
VANGUARD INDEX FDS
+$624.8K
156,590
+7%
清仓
LEG
LEGGETT & PLATT INC
-$612.4K
0
-100%
增持
PSEP
INNOVATOR ETFS TR
+$612.3K
180,123
+13%
增持
DFAX
DIMENSIONAL ETF TRUST
+$601.4K
436,614
+10%
清仓
T
AT&T INC
-$588.0K
0
-100%
清仓
GSBC
GREAT SOUTHN BANCORP INC
-$580.2K
0
-100%
减持
DXCM
DEXCOM INC
-$575.1K
16,271
-0%
减持
IWV
ISHARES TR
-$573.2K
56,957
-0%
减持
DFIV
DIMENSIONAL ETF TRUST
-$563.4K
849,125
-1%
增持
SPY
SPDR S&P 500 ETF TR
-$557.6K
39,020
+0%
建仓
BUFF
INNOVATOR ETFS TR
+$553.6K
14,764
减持
VYM
VANGUARD WHITEHALL FDS
-$552.6K
94,371
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$519.3K
56,844
-1%
减持
AMZN
AMAZON COM INC
-$508.7K
38,155
-7%
清仓
DFNM
DIMENSIONAL ETF TRUST
-$494.7K
0
-100%
增持
PRF
INVESCO EXCHANGE TRADED FD T
-$489.6K
652,804
+402%
增持
VOO
VANGUARD INDEX FDS
+$489.1K
191,370
+4%
增持
NEE
NEXTERA ENERGY INC
-$488.2K
30,966
+2%
减持
ABT
ABBOTT LABS
-$483.1K
14,297
-17%
减持
MCD
MCDONALDS CORP
-$475.6K
8,601
-6%
减持
IWB
ISHARES TR
-$443.5K
13,013
-9%
清仓
NSC
NORFOLK SOUTHN CORP
-$436.3K
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$433.0K
11,545
+149%
减持
EFA
ISHARES TR
-$432.4K
105,615
-1%
减持
MMM
3M CO
-$427.9K
12,486
-22%
增持
SCHX
SCHWAB STRATEGIC TR
+$425.8K
18,233
+92%
减持
GOOGL
ALPHABET INC
-$414.1K
78,012
-12%
增持
—
LABORATORY CORP AMER HLDGS
-$412.1K
10,758
+1%
增持
DFIS
DIMENSIONAL ETF TRUST
+$411.3K
373,932
+10%
减持
ALL
ALLSTATE CORP
-$407.6K
10,712
-27%
减持
ICF
ISHARES TR
-$394.0K
11,623
-34%
清仓
ODC
OIL DRI CORP AMER
-$386.2K
0
-100%
建仓
IBDY
ISHARES TR
+$371.3K
15,492
减持
HON
HONEYWELL INTL INC
-$370.3K
4,463
-22%
清仓
NMAI
NUVEEN MULTI ASSET INCOME FU
-$355.9K
0
-100%
清仓
TRIN
TRINITY CAP INC
-$353.6K
0
-100%
