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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 12
增持 86
减持 49
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$90.2M
3,758,541
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$26.7M
6,154,549
+3%
增持
LLY
ELI LILLY & CO
+$22.1M
61,819
+39%
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
NVDA
NVIDIA CORPORATION
+$21.4M
38,773
+41%
增持
AGG
ISHARES TR
+$16.3M
1,232,022
+17%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$16.2M
155,019
-42%
增持
SCHB
SCHWAB STRATEGIC TR
+$14.3M
1,709,132
+6%
减持
ITOT
ISHARES TR
-$13.6M
413,404
-29%
增持
VOO
VANGUARD INDEX FDS
+$12.9M
200,541
+5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$11.9M
2,136,692
+16%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$10.5M
727,190
+40%
减持
IEF
ISHARES TR
-$8.1M
4,335
-95%
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.0M
2,853,020
+0%
增持
DUHP
DIMENSIONAL ETF TRUST
+$7.1M
1,887,385
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$6.1M
1,349,949
+7%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$5.7M
60,601
-55%
增持
SYK
STRYKER CORPORATION
+$5.5M
27,475
+89%
增持
AMZN
AMAZON COM INC
+$5.5M
60,901
+68%
减持
IVV
ISHARES TR
+$5.4M
161,511
-3%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$5.2M
13,808
+26%
减持
MGC
VANGUARD WORLD FD
+$5.0M
310,579
-1%
增持
GOOGL
ALPHABET INC
+$4.6M
99,625
+33%
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.5M
775,058
+8%
减持
TFI
SPDR SER TR
-$3.9M
31,338
-73%
增持
MUB
ISHARES TR
+$3.8M
576,311
+7%
减持
PG
PROCTER AND GAMBLE CO
-$3.7M
39,811
-43%
增持
AAPL
APPLE INC
-$3.5M
185,058
+1%
增持
IJH
ISHARES TR
+$3.4M
727,718
+395%
增持
MSFT
MICROSOFT CORP
+$3.4M
70,439
+1%
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$3.2M
183,767
增持
PEP
PEPSICO INC
+$3.1M
52,014
+48%
增持
JPM
JPMORGAN CHASE & CO
+$2.9M
67,707
+8%
增持
PJAN
INNOVATOR ETFS TRUST
+$2.9M
318,011
+24%
减持
VTV
VANGUARD INDEX FDS
+$2.8M
329,411
-3%
增持
VO
VANGUARD INDEX FDS
+$2.8M
50,656
+19%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.6M
1,851,072
+4%
增持
RTX
RTX CORPORATION
+$2.3M
44,714
+81%
建仓
TSPA
T ROWE PRICE ETF INC
+$2.3M
69,225
减持
IXUS
ISHARES TR
+$2.2M
891,802
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.2M
850,759
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$2.1M
37,263
+2%
增持
JNJ
JOHNSON & JOHNSON
+$2.0M
55,050
+29%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.0M
536,907
+12%
减持
VUG
VANGUARD INDEX FDS
+$1.9M
63,659
-1%
减持
IVW
ISHARES TR
+$1.9M
305,596
-4%
减持
VB
VANGUARD INDEX FDS
+$1.8M
158,345
-2%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.7M
610,011
-1%
增持
DIHP
DIMENSIONAL ETF TRUST
+$1.7M
699,665
+5%
增持
DFIC
DIMENSIONAL ETF TRUST
+$1.7M
688,892
+5%
增持
MINT
PIMCO ETF TR
+$1.7M
52,693
+46%
增持
DIS
DISNEY WALT CO
+$1.7M
49,031
+2%
减持
META
META PLATFORMS INC
+$1.6M
14,203
-4%
减持
PFE
PFIZER INC
-$1.6M
98,627
-35%
建仓
INCY
INCYTE CORP
+$1.5M
26,240
增持
IVE
ISHARES TR
+$1.4M
42,679
+14%
增持
BUFF
INNOVATOR ETFS TRUST
+$1.4M
94,790
+50%
增持
LOW
LOWES COS INC
+$1.4M
33,878
+4%
增持
VLO
VALERO ENERGY CORP
+$1.4M
31,765
+2%
减持
CAT
CATERPILLAR INC
+$1.4M
21,246
-2%
减持
IWV
ISHARES TR
+$1.4M
56,016
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
22,443
-1%
增持
EMR
EMERSON ELEC CO
+$1.3M
21,916
+80%
减持
PWR
QUANTA SVCS INC
+$1.2M
32,002
-2%
增持
CWI
SPDR INDEX SHS FDS
+$1.1M
781,094
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$1.1M
36,124
+106%
增持
IWF
ISHARES TR
+$1.1M
19,116
+8%
增持
WFC
WELLS FARGO CO NEW
+$1.1M
27,222
+154%
增持
MA
MASTERCARD INCORPORATED
+$1.0M
12,387
+6%
增持
TGT
TARGET CORP
+$985.5K
26,821
+1%
增持
OTIS
OTIS WORLDWIDE CORP
+$962.1K
18,026
+95%
减持
SCZ
ISHARES TR
-$946.0K
1,202,370
-3%
减持
DFAT
DIMENSIONAL ETF TRUST
+$924.8K
889,482
-2%
增持
PFEB
INNOVATOR ETFS TRUST
+$890.3K
123,012
+21%
减持
MRK
MERCK & CO INC
+$878.2K
54,688
-6%
减持
IEMG
ISHARES INC
-$877.4K
168,785
-11%
增持
EFA
ISHARES TR
+$868.0K
108,155
+5%
建仓
SMBC
SOUTHERN MO BANCORP INC
+$861.5K
19,709
增持
WMT
WALMART INC
+$841.3K
96,249
+207%
增持
IJR
ISHARES TR
+$820.1K
172,848
+2%
减持
VYM
VANGUARD WHITEHALL FDS
+$787.4K
90,984
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$770.4K
7,279
+12%
增持
BAC
BANK AMERICA CORP
+$764.6K
145,097
+3%
增持
NEE
NEXTERA ENERGY INC
+$744.0K
39,344
+35%
减持
KLAC
KLA CORP
+$732.1K
8,057
-4%
增持
CVX
CHEVRON CORP NEW
+$726.7K
50,665
+4%
增持
LKQ
LKQ CORP
+$726.1K
88,251
+6%
增持
WM
WASTE MGMT INC DEL
+$705.4K
7,009
+59%
增持
CMI
CUMMINS INC
+$680.1K
9,219
+8%
减持
MUNI
PIMCO ETF TR
-$664.3K
89,817
-12%
增持
ABBV
ABBVIE INC
+$641.7K
16,665
+8%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$634.4K
1
增持
DHI
D R HORTON INC
+$633.0K
15,294
+23%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$606.5K
54,750
-1%
增持
DISV
DIMENSIONAL ETF TRUST
+$602.5K
359,119
+1%
减持
IJAN
INNOVATOR ETFS TRUST
-$596.5K
74,232
-23%
减持
URI
UNITED RENTALS INC
+$589.2K
4,591
-3%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$583.3K
56,602
+14%
减持
JKHY
HENRY JACK & ASSOC INC
+$581.3K
147,183
-4%
增持
TRV
TRAVELERS COMPANIES INC
+$579.6K
14,535
+0%
减持
ORCL
ORACLE CORP
+$579.1K
29,693
-1%
减持
PCAR
PACCAR INC
+$569.3K
22,012
-0%
清仓
FDVV
FIDELITY COVINGTON TRUST
-$563.6K
0
-100%
增持
INTC
INTEL CORP
-$560.3K
113,395
+2%
建仓
PAVE
GLOBAL X FDS
+$550.5K
13,828
增持
DFIS
DIMENSIONAL ETF TRUST
+$534.9K
390,997
+2%
增持
COP
CONOCOPHILLIPS
+$534.2K
46,703
+0%
建仓
PAGP
PLAINS GP HLDGS L P
+$530.3K
29,059
减持
FISV
FISERV INC
+$510.3K
22,207
-3%
减持
MCK
MCKESSON CORP
+$507.0K
9,433
-4%
增持
AVGO
BROADCOM INC
+$495.6K
944
+39%
增持
GE
GENERAL ELECTRIC CO
+$489.9K
9,289
+4%
增持
QQQ
INVESCO QQQ TR
+$485.5K
9,196
+5%
减持
STRL
STERLING INFRASTRUCTURE INC
+$465.2K
26,627
-5%
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$451.5K
708
-38%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$450.5K
33,611
-8%
增持
EEM
ISHARES TR
+$449.8K
24,009
+80%
增持
IBDS
ISHARES TR
+$447.7K
42,649
+80%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$437.9K
228,627
+3%
减持
PJUL
INNOVATOR ETFS TRUST
+$436.5K
281,953
-1%
清仓
SHY
ISHARES TR
-$434.1K
0
-100%
减持
SMB
VANECK ETF TRUST
-$417.3K
18,034
-57%
增持
STZ
CONSTELLATION BRANDS INC
+$414.1K
10,314
+4%
增持
TSLA
TESLA INC
+$406.9K
10,264
+83%
建仓
CWB
SPDR SER TR
+$400.0K
5,476
减持
SDY
SPDR SER TR
+$394.6K
89,667
-1%
减持
APH
AMPHENOL CORP NEW
+$384.9K
34,937
-5%
减持
AXP
AMERICAN EXPRESS CO
+$379.8K
10,972
-3%
建仓
VXUS
VANGUARD STAR FDS
+$376.7K
6,247
增持
NFLX
NETFLIX INC
+$375.4K
974
+119%
增持
AMD
ADVANCED MICRO DEVICES INC
+$367.0K
5,029
+37%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$366.6K
2,304
+28%
增持
V
VISA INC
+$358.6K
7,442
+13%
建仓
LNC
LINCOLN NATL CORP IND
+$353.4K
11,069
增持
DHR
DANAHER CORPORATION
+$352.3K
10,369
+7%
增持
GLDM
WORLD GOLD TR
+$342.6K
67,679
+5%
增持
PMAR
INNOVATOR ETFS TRUST
+$336.7K
119,426
+5%
减持
POCT
INNOVATOR ETFS TRUST
+$335.9K
335,631
-1%
减持
—
LABORATORY CORP AMER HLDGS
-$331.4K
8,706
-11%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$329.3K
45,376
+3%
增持
HST
HOST HOTELS & RESORTS INC
+$309.8K
166,417
+3%
建仓
NVO
NOVO-NORDISK A S
+$307.4K
2,394
增持
TSN
TYSON FOODS INC
+$304.9K
37,326
+6%
减持
DFAS
DIMENSIONAL ETF TRUST
+$303.9K
374,928
-3%
减持
MCD
MCDONALDS CORP
-$302.6K
8,422
-7%
增持
ROP
ROPER TECHNOLOGIES INC
+$297.7K
6,018
+7%
减持
—
EXXON MOBIL CORP
+$294.6K
38,592
-8%
建仓
NOC
NORTHROP GRUMMAN CORP
+$290.1K
606
增持
BP
BP PLC
+$289.7K
18,346
+62%
减持
IOCT
INNOVATOR ETFS TRUST
-$288.4K
90,647
-13%
清仓
VLUE
ISHARES TR
-$282.1K
0
-100%
