小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 13
增持 57
减持 73
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$49.0M
3,834,604
+2%
增持
VOO
VANGUARD INDEX FDS
+$26.3M
245,359
+22%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$20.8M
355,586
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。
减持
VTV
VANGUARD INDEX FDS
-$17.4M
225,897
-31%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$9.1M
6,310,696
+3%
增持
FBND
FIDELITY MERRIMACK STR TR
+$8.2M
2,338,291
+9%
减持
LLY
ELI LILLY & CO
-$8.2M
44,111
-29%
增持
SCHB
SCHWAB STRATEGIC TR
+$5.8M
1,751,148
+2%
减持
SCZ
ISHARES TR
-$5.7M
1,142,813
-5%
减持
AAPL
APPLE INC
+$5.5M
176,564
-5%
减持
USRT
ISHARES TR
-$5.4M
171,686
-37%
增持
AGG
ISHARES TR
+$5.3M
1,297,511
+5%
减持
SYK
STRYKER CORPORATION
-$4.7M
14,946
-46%
增持
NVDA
NVIDIA CORPORATION
+$4.2M
317,797
+720%
减持
IJH
ISHARES TR
-$3.9M
688,944
-5%
减持
IWP
ISHARES TR
-$3.8M
156,772
-15%
增持
TSPA
T ROWE PRICE ETF INC
+$3.6M
169,375
+145%
增持
DFEM
DIMENSIONAL ETF TRUST
+$3.4M
1,892,969
+2%
减持
PEP
PEPSICO INC
-$3.3M
35,422
-32%
减持
VB
VANGUARD INDEX FDS
-$3.2M
151,426
-4%
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.8M
879,418
-1%
建仓
LH
LABCORP HOLDINGS INC
+$2.2M
11,005
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.1M
147,066
-5%
减持
IVV
ISHARES TR
+$2.1M
158,932
-2%
减持
GOOGL
ALPHABET INC
+$2.0M
93,771
-6%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.9M
771,143
+6%
清仓
—
LABORATORY CORP AMER HLDGS
-$1.9M
0
-100%
减持
DFAR
DIMENSIONAL ETF TRUST
-$1.8M
516,950
-13%
减持
IVW
ISHARES TR
+$1.7M
297,511
-3%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.6M
1,916,379
+2%
减持
VO
VANGUARD INDEX FDS
-$1.6M
45,789
-10%
增持
BUFF
INNOVATOR ETFS TRUST
+$1.5M
128,113
+35%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.5M
41,111
-32%
减持
IVE
ISHARES TR
-$1.5M
35,560
-17%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.4M
365,271
-3%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$1.4M
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.4M
791,735
+2%
增持
ABBV
ABBVIE INC
+$1.3M
25,156
+51%
增持
KLAC
KLA CORP
+$1.3M
8,343
+4%
增持
ADBE
ADOBE INC
+$1.2M
7,336
+31%
增持
INTC
INTEL CORP
-$1.2M
121,931
+8%
减持
ITOT
ISHARES TR
+$1.2M
411,570
-0%
减持
MSFT
MICROSOFT CORP
+$1.2M
69,002
-2%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.2M
1,402,199
+4%
增持
ORCL
ORACLE CORP
+$1.2M
34,873
+17%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.2M
13,639
-1%
增持
HPQ
HP INC
+$1.2M
161,348
+9%
增持
AVGO
BROADCOM INC
+$1.1M
1,489
+58%
增持
JKHY
HENRY JACK & ASSOC INC
-$1.1M
147,188
+0%
减持
IJR
ISHARES TR
-$1.1M
168,530
-2%
减持
EMR
EMERSON ELEC CO
-$1.1M
12,802
-42%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
11,130
-10%
增持
AXP
AMERICAN EXPRESS CO
+$1.1M
15,328
+40%
增持
DIS
DISNEY WALT CO
-$1.0M
50,006
+2%
减持
VUG
VANGUARD INDEX FDS
+$995.6K
61,247
-4%
建仓
KHC
KRAFT HEINZ CO
+$988.2K
30,669
增持
LOW
LOWES COS INC
-$960.3K
34,788
+3%
增持
INCY
INCYTE CORP
+$920.0K
39,836
+52%
清仓
SMBC
SOUTHERN MO BANCORP INC
-$861.5K
0
-100%
减持
RTX
RTX CORPORATION
-$858.2K
34,891
-22%
减持
CARR
CARRIER GLOBAL CORPORATION
-$847.1K
19,861
-45%
减持
IAPR
INNOVATOR ETFS TRUST
-$823.9K
75,671
-28%
减持
IEFA
ISHARES TR
-$804.6K
232,053
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$795.2K
86,112
-5%
增持
LKQ
LKQ CORP
-$790.6K
94,324
+7%
减持
WFC
WELLS FARGO CO NEW
-$775.5K
13,508
-50%
减持
PJAN
INNOVATOR ETFS TRUST
-$769.6K
290,027
-9%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$768.0K
6,745
-21%
减持
DFAC
DIMENSIONAL ETF TRUST
-$749.1K
2,804,121
-2%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$744.0K
598,765
-2%
增持
TGT
TARGET CORP
-$743.1K
27,086
+1%
增持
ABT
ABBOTT LABS
+$727.6K
21,715
+61%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$724.6K
10,366
减持
CAT
CATERPILLAR INC
-$713.6K
21,230
-0%
减持
SDY
SPDR SER TR
-$709.5K
86,951
-3%
减持
POCT
INNOVATOR ETFS TRUST
-$703.2K
310,253
-8%
减持
CVS
CVS HEALTH CORP
-$686.1K
27,350
-5%
减持
IJUL
INNOVATOR ETFS TRUST
-$684.7K
74,051
-25%
减持
TSLA
TESLA INC
-$677.6K
5,694
-45%
减持
PWR
QUANTA SVCS INC
-$674.6K
30,066
-6%
增持
PAPR
INNOVATOR ETFS TRUST
+$674.0K
302,717
+4%
清仓
—
CHUBB LIMITED
-$656.4K
0
-100%
建仓
VCRB
VANGUARD MALVERN FDS
+$615.8K
8,099
减持
—
ACCENTURE PLC IRELAND
-$608.3K
12,058
-2%
增持
APH
AMPHENOL CORP NEW
+$601.3K
68,744
+97%
减持
EFA
ISHARES TR
-$599.4K
102,615
-5%
减持
PJUL
INNOVATOR ETFS TRUST
-$591.0K
260,426
-8%
增持
DFIV
DIMENSIONAL ETF TRUST
-$576.2K
853,901
+0%
减持
KAPR
INNOVATOR ETFS TRUST
-$572.0K
44,007
-29%
建仓
GEV
GE VERNOVA INC
+$559.0K
3,259
增持
JNJ
JOHNSON & JOHNSON
+$554.2K
63,373
+15%
减持
MGC
VANGUARD WORLD FD
-$551.1K
291,382
-6%
减持
TFI
SPDR SER TR
-$549.0K
19,839
-37%
增持
BOND
PIMCO ETF TR
+$543.4K
19,569
+45%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$541.8K
3,958
增持
COP
CONOCOPHILLIPS
-$539.8K
47,251
+1%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$519.4K
61,171
+8%
增持
IWV
ISHARES TR
+$513.6K
56,121
+0%
增持
MMM
3M CO
+$510.8K
15,803
+52%
减持
PFE
PFIZER INC
-$508.2K
79,653
-19%
减持
PCAR
PACCAR INC
-$508.1K
21,556
-2%
建仓
PSA
PUBLIC STORAGE OPER CO
+$501.4K
1,743
减持
IOCT
INNOVATOR ETFS TRUST
-$497.9K
72,514
-20%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$487.3K
22,002
-2%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$487.1K
4,488
减持
IWF
ISHARES TR
+$483.8K
19,003
-1%
减持
WMT
WALMART INC
+$462.5K
92,362
-4%
清仓
SPTS
SPDR SER TR
-$461.5K
0
-100%
增持
DFAX
DIMENSIONAL ETF TRUST
+$460.7K
555,454
+3%
增持
MUB
ISHARES TR
-$458.1K
577,691
+0%
增持
KO
COCA COLA CO
+$430.6K
70,572
+6%
增持
PG
PROCTER AND GAMBLE CO
+$427.9K
41,761
+5%
减持
SPY
SPDR S&P 500 ETF TR
+$427.9K
36,601
-2%
增持
WM
WASTE MGMT INC DEL
+$425.5K
8,997
+28%
减持
DXCM
DEXCOM INC
-$423.1K
16,683
-0%
增持
HST
HOST HOTELS & RESORTS INC
-$416.9K
168,223
+1%
减持
COF
CAPITAL ONE FINL CORP
-$414.2K
21,488
-6%
增持
VLO
VALERO ENERGY CORP
-$411.7K
31,962
+1%
清仓
IEF
ISHARES TR
-$410.4K
0
-100%
增持
META
META PLATFORMS INC
+$408.6K
14,488
+2%
增持
V
VISA INC
+$400.5K
9,439
+27%
减持
IXUS
ISHARES TR
-$396.3K
889,896
-0%
减持
CE
CELANESE CORP DEL
-$396.1K
10,580
-0%
减持
GOOG
ALPHABET INC
+$393.1K
21,306
-8%
增持
SPGI
S&P GLOBAL INC
+$392.5K
1,463
+139%
减持
KJUL
INNOVATOR ETFS TRUST
-$389.6K
52,883
-20%
减持
MINT
PIMCO ETF TR
-$385.9K
48,801
-7%
减持
MCK
MCKESSON CORP
+$383.8K
9,328
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$376.2K
52,708
-4%
减持
CSX
CSX CORP
-$376.1K
92,934
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$370.2K
85,823
+14%
减持
IJAN
INNOVATOR ETFS TRUST
-$361.0K
62,437
-16%
增持
TRV
TRAVELERS COMPANIES INC
-$353.7K
14,711
+1%
建仓
VMC
VULCAN MATLS CO
+$345.4K
1,389
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$341.5K
3,643
建仓
IBDT
ISHARES TR
+$326.0K
13,160
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$324.3K
45,516
+0%
减持
MUNI
PIMCO ETF TR
-$323.5K
84,310
-6%
增持
PM
PHILIP MORRIS INTL INC
+$320.3K
13,631
+18%
增持
ROP
ROPER TECHNOLOGIES INC
+$316.9K
6,550
+9%
减持
NKE
NIKE INC
-$316.2K
5,719
-28%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$311.7K
5,855
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$308.6K
26,289
+2%
清仓
NVO
NOVO-NORDISK A S
-$307.4K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$306.2K
3,263
+1%
增持
ZTS
ZOETIS INC
+$304.7K
2,995
+136%
增持
COST
COSTCO WHSL CORP NEW
+$302.4K
1,890
+6%
减持
AMZN
AMAZON COM INC
-$299.9K
55,293
-9%
减持
UNP
UNION PAC CORP
-$299.5K
11,851
-2%
减持
EAPR
INNOVATOR ETFS TRUST
-$293.8K
23,535
-35%
