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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 7
增持 39
减持 95
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$102.1M
3,737,750
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$31.2M
5,953,837
+2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$25.3M
1,844,256
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。
+35%
增持
AGG
ISHARES TR
+$15.4M
1,051,055
+11%
减持
ITOT
ISHARES TR
-$9.8M
582,192
-23%
减持
SCHB
SCHWAB STRATEGIC TR
+$8.9M
1,618,053
-1%
减持
SCZ
ISHARES TR
-$8.8M
1,245,429
-18%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$8.4M
517,703
+39%
减持
VOO
VANGUARD INDEX FDS
+$8.4M
191,196
-0%
减持
IVV
ISHARES TR
+$7.6M
166,526
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$7.0M
134,196
-42%
增持
DUHP
DIMENSIONAL ETF TRUST
+$7.0M
1,837,651
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.7M
269,354
+7%
增持
MUB
ISHARES TR
+$6.5M
537,035
+7%
减持
DFAC
DIMENSIONAL ETF TRUST
+$6.5M
2,843,123
-3%
增持
MGC
VANGUARD WORLD FD
+$5.8M
313,560
+1%
增持
MSFT
MICROSOFT CORP
+$4.9M
69,866
+3%
增持
VB
VANGUARD INDEX FDS
+$4.8M
161,249
+3%
增持
DFEM
DIMENSIONAL ETF TRUST
+$4.6M
1,786,893
+4%
减持
DFAT
DIMENSIONAL ETF TRUST
+$4.1M
907,505
-4%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.0M
1,259,746
+1%
增持
DFAU
DIMENSIONAL ETF TRUST
+$3.7M
717,390
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.1M
22,664
-29%
减持
MINT
PIMCO ETF TR
-$2.8M
36,118
-43%
减持
IJH
ISHARES TR
+$2.7M
147,098
-4%
减持
IXUS
ISHARES TR
+$2.5M
898,555
-4%
增持
DFAR
DIMENSIONAL ETF TRUST
+$2.3M
583,098
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.3M
221,698
-24%
减持
VTV
VANGUARD INDEX FDS
-$2.3M
340,306
-12%
减持
VTEB
VANGUARD MUN BD FDS
-$2.3M
173,121
-25%
增持
LLY
ELI LILLY & CO
+$2.2M
44,597
+1%
减持
AAPL
APPLE INC
+$2.2M
183,014
-5%
减持
PJUL
INNOVATOR ETFS TR
-$2.0M
283,837
-22%
增持
BUFF
INNOVATOR ETFS TR
+$2.0M
63,170
+328%
增持
MUNI
PIMCO ETF TR
+$2.0M
101,838
+49%
减持
VUG
VANGUARD INDEX FDS
+$1.9M
64,272
-3%
增持
DFAX
DIMENSIONAL ETF TRUST
+$1.9M
479,052
+10%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.8M
655,199
+3%
减持
IJR
ISHARES TR
+$1.8M
168,896
-3%
减持
PAPR
INNOVATOR ETFS TR
-$1.8M
292,364
-21%
减持
INTC
INTEL CORP
+$1.6M
110,826
-1%
减持
IWP
ISHARES TR
+$1.5M
202,835
-6%
减持
IWV
ISHARES TR
+$1.5M
56,378
-1%
减持
PSEP
INNOVATOR ETFS TR
-$1.4M
127,014
-29%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.4M
847,248
-0%
减持
JKHY
HENRY JACK & ASSOC INC
+$1.4M
152,921
-2%
减持
JPM
JPMORGAN CHASE & CO
+$1.3M
62,596
-3%
减持
USRT
ISHARES TR
+$1.3M
271,651
-5%
减持
IEMG
ISHARES INC
-$1.2M
189,536
-16%
减持
SCHC
SCHWAB STRATEGIC TR
-$1.1M
68,424
-38%
减持
CWI
SPDR INDEX SHS FDS
+$1.1M
779,494
-3%
减持
IVW
ISHARES TR
+$1.1M
318,488
-5%
减持
PFE
PFIZER INC
-$1.1M
151,664
-7%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.1M
383,263
+2%
减持
CVX
CHEVRON CORP NEW
-$1.0M
48,708
-1%
减持
NVDA
NVIDIA CORPORATION
+$1.0M
27,447
-5%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$947.0K
617,022
-5%
增持
DISV
DIMENSIONAL ETF TRUST
+$928.8K
355,319
+3%
减持
PJAN
INNOVATOR ETFS TR
-$907.5K
257,100
-15%
减持
KLAC
KLA CORP
+$898.2K
8,423
-3%
清仓
TIP
ISHARES TR
-$880.6K
0
-100%
减持
—
EXXON MOBIL CORP
-$827.2K
41,922
-2%
减持
COF
CAPITAL ONE FINL CORP
+$760.4K
24,617
-3%
增持
HPQ
HP INC
+$751.4K
142,126
+4%
减持
SPY
SPDR S&P 500 ETF TR
+$747.7K
36,667
-6%
减持
BAC
BANK AMERICA CORP
+$743.5K
140,705
-4%
减持
SDY
SPDR SER TR
+$731.5K
91,009
-2%
减持
PWR
QUANTA SVCS INC
+$706.2K
32,785
-4%
减持
TGT
TARGET CORP
+$690.3K
26,453
-5%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$678.9K
14,291
-46%
减持
—
APTIV PLC
-$675.1K
39,134
-8%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$671.0K
6,165
-53%
减持
CSCO
CISCO SYS INC
-$658.9K
148,961
-2%
减持
AMZN
AMAZON COM INC
+$658.6K
36,257
-5%
减持
META
META PLATFORMS INC
+$650.4K
14,853
-3%
增持
DHI
D R HORTON INC
+$623.0K
12,394
+6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$592.6K
36,490
-5%
清仓
VTIP
VANGUARD MALVERN FDS
-$567.2K
0
-100%
建仓
FELG
FIDELITY COVINGTON TRUST
+$563.4K
21,479
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$559.1K
55,114
-3%
增持
SCHZ
SCHWAB STRATEGIC TR
+$547.8K
17,781
+180%
减持
URI
UNITED RENTALS INC
+$541.7K
4,746
-3%
建仓
GOVT
ISHARES TR
+$540.3K
23,451
减持
IWF
ISHARES TR
+$536.3K
17,756
-3%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$531.5K
0
-100%
增持
DXCM
DEXCOM INC
+$514.6K
16,381
+1%
减持
EFA
ISHARES TR
+$490.3K
103,109
-2%
减持
DIHP
DIMENSIONAL ETF TRUST
+$479.7K
667,548
-7%
增持
BND
VANGUARD BD INDEX FDS
+$472.8K
9,836
+174%
减持
VYM
VANGUARD WHITEHALL FDS
+$470.3K
91,559
-3%
增持
QQQ
INVESCO QQQ TR
+$462.2K
8,785
+0%
减持
UNP
UNION PAC CORP
+$437.4K
11,450
-2%
建仓
SHY
ISHARES TR
+$434.1K
5,291
增持
HD
HOME DEPOT INC
+$421.7K
9,088
+1%
增持
MCD
MCDONALDS CORP
+$411.4K
9,029
+5%
增持
TFI
SPDR SER TR
+$401.1K
114,977
+0%
减持
LOW
LOWES COS INC
+$393.4K
32,478
-1%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$391.3K
49,839
-5%
减持
DFAS
DIMENSIONAL ETF TRUST
-$389.6K
386,935
-13%
减持
—
ACCENTURE PLC IRELAND
+$387.0K
12,608
-4%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$386.3K
10,960
-1%
减持
VO
VANGUARD INDEX FDS
+$378.7K
42,495
-7%
增持
COR
CENCORA INC
+$376.4K
3,331
+95%
建仓
BA
BOEING CO
+$375.4K
1,440
减持
SCHE
SCHWAB STRATEGIC TR
-$372.7K
8,977
-64%
减持
INTU
INTUIT
+$361.8K
3,449
-2%
减持
APH
AMPHENOL CORP NEW
+$356.1K
36,771
-6%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$345.5K
2,050
清仓
ITM
VANECK ETF TRUST
-$337.8K
0
-100%
减持
PMAY
INNOVATOR ETFS TR
-$335.6K
59,184
-21%
减持
ADBE
ADOBE INC
+$331.1K
4,401
-2%
减持
FISV
FISERV INC
+$330.3K
22,876
-5%
减持
AXP
AMERICAN EXPRESS CO
+$328.9K
11,308
-6%
减持
BIV
VANGUARD BD INDEX FDS
-$322.1K
4,307
-52%
减持
PG
PROCTER AND GAMBLE CO
-$320.4K
69,324
-4%
减持
CAT
CATERPILLAR INC
+$318.8K
21,670
-3%
减持
CE
CELANESE CORP DEL
+$317.4K
10,868
-1%
增持
ITW
ILLINOIS TOOL WKS INC
+$307.1K
2,989
+45%
减持
IEF
ISHARES TR
-$304.3K
87,913
-8%
增持
RTX
RTX CORPORATION
+$303.2K
24,701
+0%
清仓
DOW
DOW INC
-$302.7K
0
-100%
减持
IEFA
ISHARES TR
-$296.6K
254,921
-10%
减持
WMT
WALMART INC
-$294.1K
31,398
-4%
减持
PDEC
INNOVATOR ETFS TR
+$291.0K
125,356
-1%
减持
PEP
PEPSICO INC
-$288.5K
35,087
-5%
增持
PCAR
PACCAR INC
+$288.4K
22,097
+0%
增持
AMAT
APPLIED MATLS INC
+$287.8K
3,122
+98%
建仓
VLUE
ISHARES TR
+$282.1K
2,788
增持
CVS
CVS HEALTH CORP
+$278.2K
26,817
+2%
减持
STRL
STERLING INFRASTRUCTURE INC
+$275.7K
28,113
-6%
减持
HST
HOST HOTELS & RESORTS INC
+$274.4K
160,847
-10%
减持
TRV
TRAVELERS COMPANIES INC
+$273.3K
14,518
-5%
建仓
MAR
MARRIOTT INTL INC NEW
+$271.5K
1,204
清仓
—
DISCOVER FINL SVCS
-$269.7K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$267.4K
8,488
-17%
减持
IWM
ISHARES TR
+$266.9K
12,911
-2%
减持
GLDM
WORLD GOLD TR
-$264.5K
64,498
-19%
减持
VUSB
VANGUARD BD INDEX FDS
-$263.9K
4,111
-57%
增持
BOND
PIMCO ETF TR
+$262.9K
14,149
+19%
减持
GOOGL
ALPHABET INC
+$261.5K
74,953
-4%
减持
IWB
ISHARES TR
+$258.6K
12,642
-3%
减持
COP
CONOCOPHILLIPS
-$258.0K
46,611
-1%
减持
DRI
DARDEN RESTAURANTS INC
+$252.6K
15,015
-3%
清仓
HAS
HASBRO INC
-$251.8K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$250.3K
27,085
-4%
增持
V
VISA INC
+$249.0K
6,600
+3%
清仓
APD
AIR PRODS & CHEMS INC
-$246.0K
0
-100%
减持
MS
MORGAN STANLEY
-$242.9K
3,676
-49%
清仓
CNP
CENTERPOINT ENERGY INC
-$242.7K
0
-100%
减持
SYK
STRYKER CORPORATION
+$241.3K
14,543
-3%
