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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 24
增持 51
减持 70
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$94.2M
3,955,375
+3%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$38.3M
967,185
+172%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$37.9M
6,474,752
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。
+3%
增持
VOO
VANGUARD INDEX FDS
+$15.3M
261,569
+7%
增持
SCHB
SCHWAB STRATEGIC TR
+$14.0M
1,865,790
+7%
增持
FBND
FIDELITY MERRIMACK STR TR
+$12.9M
2,523,576
+8%
增持
WMT
WALMART INC
+$10.6M
208,243
+125%
建仓
GSBC
GREAT SOUTHN BANCORP INC
+$9.1M
158,340
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$7.9M
22,834
增持
ORLY
OREILLY AUTOMOTIVE INC
+$7.3M
18,823
+38%
增持
AAPL
APPLE INC
+$7.2M
190,635
+8%
减持
USRT
ISHARES TR
-$6.6M
42,336
-75%
减持
IJH
ISHARES TR
-$5.8M
553,088
-20%
增持
LLY
ELI LILLY & CO
+$5.8M
51,581
+17%
增持
TSPA
T ROWE PRICE ETF INC
+$4.7M
291,971
+72%
建仓
SFNC
SIMMONS 1ST NATL CORP
+$4.6M
215,570
减持
VTV
VANGUARD INDEX FDS
-$4.5M
182,058
-19%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$4.4M
843,601
+9%
增持
VCRB
VANGUARD MALVERN FDS
+$4.4M
62,823
+676%
减持
IVV
ISHARES TR
+$4.2M
158,043
-1%
减持
SCZ
ISHARES TR
+$3.9M
1,097,512
-4%
增持
LKFN
LAKELAND FINL CORP
+$3.7M
68,620
+480%
减持
DFAC
DIMENSIONAL ETF TRUST
+$3.2M
2,730,783
-3%
建仓
KE
KIMBALL ELECTRONICS INC
+$3.2M
173,306
建仓
NEAR
ISHARES U S ETF TR
+$3.1M
60,300
减持
AGG
ISHARES TR
+$3.1M
1,274,209
-2%
建仓
DE
DEERE & CO
+$3.1M
7,323
减持
SCHF
SCHWAB STRATEGIC TR
+$2.8M
1,377,490
-2%
增持
ORCL
ORACLE CORP
+$2.7M
44,985
+29%
减持
IXUS
ISHARES TR
+$2.7M
865,310
-3%
减持
INTC
INTEL CORP
-$2.5M
53,515
-56%
增持
QQQ
INVESCO QQQ TR
+$2.3M
13,644
+51%
减持
MINT
PIMCO ETF TR
-$2.3M
26,181
-46%
减持
JNJ
JOHNSON & JOHNSON
-$2.2M
43,592
-31%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
23,880
+9%
增持
—
EXXON MOBIL CORP
+$2.0M
57,015
+41%
建仓
SO
SOUTHERN CO
+$2.0M
22,004
增持
CWI
SPDR INDEX SHS FDS
+$1.9M
791,177
+1%
增持
MUB
ISHARES TR
+$1.9M
584,361
+1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.9M
854,213
-3%
增持
LOW
LOWES COS INC
+$1.8M
35,132
+1%
减持
GOOGL
ALPHABET INC
-$1.8M
92,033
-2%
增持
CAT
CATERPILLAR INC
+$1.8M
22,672
+7%
减持
MGC
VANGUARD WORLD FD
+$1.8M
286,801
-2%
减持
DFAR
DIMENSIONAL ETF TRUST
-$1.7M
379,501
-27%
增持
JKHY
HENRY JACK & ASSOC INC
+$1.6M
147,688
+0%
减持
MSFT
MICROSOFT CORP
-$1.6M
68,060
-1%
建仓
SHW
SHERWIN WILLIAMS CO
+$1.5M
3,915
减持
DFEM
DIMENSIONAL ETF TRUST
+$1.4M
1,847,156
-2%
减持
VB
VANGUARD INDEX FDS
+$1.3M
144,855
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
36,969
+1%
增持
USB
US BANCORP DEL
+$1.3M
42,884
+144%
减持
PWR
QUANTA SVCS INC
+$1.2M
29,811
-1%
减持
IWF
ISHARES TR
-$1.2M
15,134
-20%
减持
ITOT
ISHARES TR
+$1.2M
398,812
-3%
减持
DFAS
DIMENSIONAL ETF TRUST
+$1.2M
357,009
-2%
建仓
LQD
ISHARES TR
+$1.2M
10,700
增持
KO
COCA COLA CO
+$1.2M
78,837
+12%
减持
CF
CF INDS HLDGS INC
-$1.2M
10,544
-62%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
33,730
-8%
增持
HD
HOME DEPOT INC
+$1.1M
9,346
+20%
建仓
SMBC
SOUTHERN MO BANCORP INC
+$1.1M
19,709
减持
DFAU
DIMENSIONAL ETF TRUST
+$1.1M
775,421
-2%
减持
IEFA
ISHARES TR
+$1.1M
229,553
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.0M
833,243
-2%
清仓
KHC
KRAFT HEINZ CO
-$988.2K
0
-100%
减持
MCK
MCKESSON CORP
-$962.5K
9,072
-3%
减持
ABBV
ABBVIE INC
-$950.5K
17,037
-32%
减持
DFIC
DIMENSIONAL ETF TRUST
+$948.3K
686,545
-2%
增持
CSCO
CISCO SYS INC
+$934.0K
153,834
+1%
建仓
—
CROSSFIRST BANKSHARES INC
+$918.0K
55,000
建仓
CI
THE CIGNA GROUP
+$891.4K
2,573
建仓
KDP
KEURIG DR PEPPER INC
+$889.9K
23,743
减持
META
META PLATFORMS INC
+$870.6K
14,283
-1%
建仓
T
AT&T INC
+$858.2K
39,011
减持
IJUL
INNOVATOR ETFS TRUST
-$855.2K
41,730
-44%
减持
IWP
ISHARES TR
-$800.1K
140,674
-10%
减持
DHI
D R HORTON INC
+$794.1K
17,345
-3%
增持
GOVT
ISHARES TR
+$793.7K
55,611
+146%
减持
MRK
MERCK & CO INC
-$768.7K
55,356
-3%
减持
VLO
VALERO ENERGY CORP
-$755.5K
31,511
-1%
减持
SDY
SPDR SER TR
+$748.9K
83,127
-4%
减持
ABT
ABBOTT LABS
-$736.3K
13,334
-39%
增持
DXCM
DEXCOM INC
-$727.5K
17,363
+4%
增持
PG
PROCTER AND GAMBLE CO
+$696.5K
43,786
+5%
减持
FISV
FISERV INC
+$686.1K
23,397
-1%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$685.9K
6,463
减持
POCT
INNOVATOR ETFS TRUST
-$683.3K
287,452
-7%
清仓
—
U S SILICA HLDGS INC
-$679.0K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$666.7K
39,491
-14%
增持
NVDA
NVIDIA CORPORATION
-$663.9K
317,826
+0%
增持
IBDT
ISHARES TR
+$655.3K
38,438
+192%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$654.6K
44,940
-1%
减持
PJUL
INNOVATOR ETFS TRUST
-$651.9K
233,835
-10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$635.7K
7,409
+4%
增持
—
ACCENTURE PLC IRELAND
+$633.1K
12,141
+1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$630.4K
131,333
-11%
减持
URI
UNITED RENTALS INC
+$617.0K
4,519
-4%
减持
IWV
ISHARES TR
+$609.1K
54,884
-2%
建仓
GPI
GROUP 1 AUTOMOTIVE INC
+$603.3K
1,575
增持
NFLX
NETFLIX INC
+$601.8K
1,720
+88%
增持
BUFF
INNOVATOR ETFS TRUST
+$592.8K
137,921
+8%
减持
AXP
AMERICAN EXPRESS CO
-$586.6K
10,924
-29%
减持
CVX
CHEVRON CORP NEW
-$568.8K
48,908
-2%
增持
TSLA
TESLA INC
+$568.6K
6,480
+14%
减持
MA
MASTERCARD INCORPORATED
+$563.2K
11,084
-0%
减持
KLAC
KLA CORP
-$561.2K
8,158
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$556.0K
212,457
-3%
增持
TGT
TARGET CORP
+$553.7K
29,280
+8%
减持
PAPR
INNOVATOR ETFS TRUST
-$527.3K
277,265
-8%
减持
GOOG
ALPHABET INC
-$526.5K
20,226
-5%
增持
BOND
PIMCO ETF TR
+$510.9K
24,239
+24%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$505.8K
51,134
-3%
建仓
—
PINNACLE FINL PARTNERS INC
+$501.3K
5,117
减持
IJR
ISHARES TR
-$495.4K
149,453
-11%
建仓
AFL
AFLAC INC
+$489.6K
4,379
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$487.1K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$483.2K
34,380
+0%
减持
PJAN
INNOVATOR ETFS TRUST
-$481.5K
270,723
-7%
减持
VUG
VANGUARD INDEX FDS
+$478.0K
60,910
-1%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$477.8K
5,106
-24%
减持
RTX
RTX CORPORATION
+$475.9K
32,838
-6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$469.8K
6,875
+69%
建仓
—
CHUBB LIMITED
+$462.0K
1,602
建仓
ODC
OIL DRI CORP AMER
+$461.4K
6,688
增持
CMI
CUMMINS INC
+$460.3K
9,436
+1%
减持
DUHP
DIMENSIONAL ETF TRUST
+$458.7K
1,812,846
-5%
减持
DFAX
DIMENSIONAL ETF TRUST
+$452.2K
539,497
-3%
减持
DFIS
DIMENSIONAL ETF TRUST
+$449.7K
374,249
-4%
建仓
MTUM
ISHARES TR
+$447.5K
2,207
清仓
IJT
ISHARES TR
-$439.2K
0
-100%
增持
GLDM
WORLD GOLD TR
+$437.4K
68,862
+1%
减持
TRV
TRAVELERS COMPANIES INC
+$436.0K
14,640
-0%
减持
KJUL
INNOVATOR ETFS TRUST
-$424.4K
35,610
-33%
清仓
—
BLACKROCK INC
-$419.9K
0
-100%
减持
SCHV
SCHWAB STRATEGIC TR
-$410.0K
5,310
-53%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$404.0K
64,680
+6%
增持
INCY
INCYTE CORP
+$397.7K
42,550
+7%
增持
DUK
DUKE ENERGY CORP NEW
+$397.4K
22,168
+3%
增持
AVGO
BROADCOM INC
+$394.5K
16,149
+985%
减持
SCHX
SCHWAB STRATEGIC TR
-$393.0K
11,816
-36%
增持
COP
CONOCOPHILLIPS
-$390.5K
47,626
+1%
减持
COST
COSTCO WHSL CORP NEW
-$389.8K
1,372
-27%
建仓
GABC
GERMAN AMERN BANCORP INC
+$386.2K
9,966
减持
PFE
PFIZER INC
-$385.9K
63,678
-20%
增持
SYK
STRYKER CORPORATION
+$384.1K
15,140
+1%
增持
CRM
SALESFORCE INC
+$380.2K
2,685
+95%
建仓
ET
ENERGY TRANSFER L P
+$368.1K
22,933
减持
IAPR
INNOVATOR ETFS TRUST
-$362.2K
59,264
-22%
建仓
TRIN
TRINITY CAP INC
+$361.8K
26,664
