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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 6
增持 33
减持 101
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$105.7M
4,229,430
+7%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$26.8M
1,385,589
+43%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$24.0M
6,687,928
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%
减持
SCZ
ISHARES TR
-$16.0M
960,484
-12%
减持
MGC
VANGUARD WORLD FD
-$10.3M
230,187
-20%
减持
DFAC
DIMENSIONAL ETF TRUST
-$8.7M
2,456,148
-10%
增持
VCRB
VANGUARD MALVERN FDS
+$8.4M
175,797
+180%
减持
DFEM
DIMENSIONAL ETF TRUST
-$8.3M
1,669,149
-10%
增持
SCHF
SCHWAB STRATEGIC TR
-$7.8M
2,638,240
+92%
减持
LLY
ELI LILLY & CO
-$7.0M
50,068
-3%
减持
DUHP
DIMENSIONAL ETF TRUST
-$6.3M
1,640,474
-10%
减持
VTV
VANGUARD INDEX FDS
-$6.3M
150,611
-17%
减持
IXUS
ISHARES TR
-$6.2M
857,056
-1%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$5.4M
6,771
-70%
增持
SCHB
SCHWAB STRATEGIC TR
+$5.2M
5,694,595
+205%
增持
MUB
ISHARES TR
+$4.5M
637,905
+9%
减持
VB
VANGUARD INDEX FDS
-$4.2M
125,696
-13%
增持
TSPA
T ROWE PRICE ETF INC
+$3.9M
390,846
+34%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.5M
114,110
-13%
减持
DFIC
DIMENSIONAL ETF TRUST
-$3.5M
610,873
-11%
减持
DFAR
DIMENSIONAL ETF TRUST
-$3.5M
268,614
-29%
减持
DIHP
DIMENSIONAL ETF TRUST
-$3.4M
621,474
-10%
清仓
—
APTIV PLC
-$3.2M
0
-100%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$3.1M
924,781
+10%
增持
AGG
ISHARES TR
+$2.9M
1,361,114
+7%
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.8M
803,480
-6%
减持
DFIV
DIMENSIONAL ETF TRUST
-$2.7M
818,304
-2%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$2.7M
43,824
-32%
减持
NVDA
NVIDIA CORPORATION
+$2.6M
307,075
-3%
减持
IEFA
ISHARES TR
-$2.6M
218,507
-5%
减持
CWI
SPDR INDEX SHS FDS
-$2.5M
773,963
-2%
建仓
—
APTIV PLC
+$2.4M
39,368
增持
GOOGL
ALPHABET INC
+$2.3M
92,781
+1%
减持
DISV
DIMENSIONAL ETF TRUST
-$2.3M
273,909
-17%
增持
AMZN
AMAZON COM INC
+$2.1M
57,877
+2%
减持
WMT
WALMART INC
+$2.0M
207,733
-0%
减持
DFAX
DIMENSIONAL ETF TRUST
-$1.9M
511,356
-5%
建仓
CBRE
CBRE GROUP INC
+$1.8M
13,976
增持
IVW
ISHARES TR
+$1.8M
292,050
+0%
减持
VOO
VANGUARD INDEX FDS
+$1.8M
259,509
-1%
减持
QQQ
INVESCO QQQ TR
-$1.7M
9,680
-29%
减持
HST
HOST HOTELS & RESORTS INC
-$1.7M
75,896
-55%
增持
TSLA
TESLA INC
+$1.7M
8,308
+28%
减持
DFIS
DIMENSIONAL ETF TRUST
-$1.6M
342,119
-9%
减持
JPM
JPMORGAN CHASE & CO.
+$1.5M
62,829
-2%
减持
VUG
VANGUARD INDEX FDS
+$1.5M
60,682
-0%
减持
USRT
ISHARES TR
-$1.5M
18,986
-55%
减持
ELV
ELEVANCE HEALTH INC
-$1.4M
8,032
-5%
减持
VO
VANGUARD INDEX FDS
-$1.4M
34,061
-14%
减持
AAPL
APPLE INC
+$1.4M
182,848
-4%
减持
IEMG
ISHARES INC
-$1.4M
144,921
-7%
减持
IJH
ISHARES TR
-$1.3M
532,081
-4%
减持
KLAC
KLA CORP
-$1.3M
7,961
-2%
减持
EFA
ISHARES TR
-$1.3M
92,828
-6%
减持
GSBC
GREAT SOUTHN BANCORP INC
-$1.3M
130,990
-17%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.2M
202,841
-5%
减持
MRK
MERCK & CO INC
-$1.2M
50,820
-8%
减持
IVV
ISHARES TR
+$1.2M
156,818
-1%
增持
AMAT
APPLIED MATLS INC
+$1.1M
11,094
+241%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$1.1M
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
-$1.1M
3,255
+1%
减持
IJR
ISHARES TR
-$1.0M
142,902
-4%
减持
KO
COCA COLA CO
-$1.0M
74,912
-5%
建仓
EOG
EOG RES INC
+$988.0K
8,060
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$980.9K
24,724
-33%
减持
VTEB
VANGUARD MUN BD FDS
-$966.3K
160,061
-9%
减持
JNJ
JOHNSON & JOHNSON
-$898.4K
42,637
-2%
减持
CAT
CATERPILLAR INC
-$894.4K
21,979
-3%
减持
IOCT
INNOVATOR ETFS TRUST
-$892.4K
35,880
-43%
减持
DHI
D R HORTON INC
-$886.1K
17,328
-0%
减持
CE
CELANESE CORP DEL
-$871.8K
8,545
-21%
减持
LOW
LOWES COS INC
-$860.6K
35,069
-0%
减持
AVGO
BROADCOM INC
+$860.0K
15,725
-3%
减持
PEP
PEPSICO INC
-$853.3K
32,069
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$851.8K
7,172
-3%
增持
ET
ENERGY TRANSFER L P
+$818.4K
60,566
+164%
减持
JKHY
HENRY JACK & ASSOC INC
-$805.3K
144,139
-2%
减持
IWP
ISHARES TR
-$801.4K
123,852
-12%
增持
SDY
SPDR SER TR
-$784.1K
83,446
+0%
减持
TGT
TARGET CORP
-$781.6K
27,977
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$762.0K
37,492
+1%
减持
PJAN
INNOVATOR ETFS TRUST
-$727.4K
247,548
-9%
减持
MSFT
MICROSOFT CORP
-$722.2K
67,767
-0%
减持
SCHC
SCHWAB STRATEGIC TR
-$716.7K
47,470
-22%
减持
CSCO
CISCO SYS INC
+$703.0K
150,169
-2%
减持
ITOT
ISHARES TR
+$689.6K
394,871
-1%
减持
URI
UNITED RENTALS INC
-$688.5K
4,217
-7%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$685.9K
0
-100%
减持
CVS
CVS HEALTH CORP
-$681.5K
21,936
-17%
减持
POCT
INNOVATOR ETFS TRUST
-$675.1K
265,911
-7%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$672.5K
22,998
+52%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$671.0K
0
-100%
减持
IAPR
INNOVATOR ETFS TRUST
-$646.4K
38,864
-34%
增持
FBND
FIDELITY MERRIMACK STR TR
-$631.2K
2,614,666
+4%
增持
GOOG
ALPHABET INC
+$622.9K
21,027
+4%
减持
IJAN
INNOVATOR ETFS TRUST
-$614.3K
33,466
-32%
清仓
—
ISHARES TR
-$609.7K
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$606.3K
10,721
-7%
减持
DIS
DISNEY WALT CO
+$593.3K
48,988
-3%
增持
DRI
DARDEN RESTAURANTS INC
+$587.0K
18,540
+6%
减持
MCK
MCKESSON CORP
+$582.1K
8,892
-2%
减持
DHR
DANAHER CORPORATION
-$575.4K
10,325
-3%
减持
F
FORD MTR CO
-$574.1K
68,388
-42%
减持
HPQ
HP INC
-$565.3K
164,349
-1%
增持
SHV
ISHARES TR
+$558.1K
10,772
+90%
减持
DFAU
DIMENSIONAL ETF TRUST
-$554.4K
746,408
-4%
减持
BAC
BANK AMERICA CORP
+$550.3K
143,516
-1%
减持
BUFF
INNOVATOR ETFS TRUST
-$547.6K
123,301
-11%
增持
ADBE
ADOBE INC
-$539.3K
8,050
+1%
减持
IJUL
INNOVATOR ETFS TRUST
-$536.5K
24,937
-40%
增持
—
EXXON MOBIL CORP
-$528.1K
57,220
+0%
建仓
SPYG
SPDR SER TR
+$521.3K
5,931
减持
PAPR
INNOVATOR ETFS TRUST
-$516.9K
257,413
-7%
减持
INTC
INTEL CORP
-$515.7K
36,897
-31%
清仓
SPIB
SPDR SER TR
-$513.9K
0
-100%
建仓
BLK
BLACKROCK INC
+$504.4K
492
减持
PFE
PFIZER INC
-$503.3K
50,493
-21%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$502.6K
18,704
-1%
增持
IWF
ISHARES TR
+$486.4K
15,358
+1%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$486.0K
550,193
-1%
增持
IVE
ISHARES TR
+$482.7K
38,085
+11%
减持
AMD
ADVANCED MICRO DEVICES INC
-$476.5K
5,394
-22%
减持
CP
CANADIAN PACIFIC KANSAS CITY
-$469.6K
9,286
-30%
清仓
XLRE
SELECT SECTOR SPDR TR
-$464.9K
0
-100%
减持
COF
CAPITAL ONE FINL CORP
+$445.0K
20,316
-4%
减持
PSEP
INNOVATOR ETFS TRUST
-$430.6K
98,829
-11%
清仓
SCHV
SCHWAB STRATEGIC TR
-$426.8K
0
-100%
增持
NEE
NEXTERA ENERGY INC
-$426.7K
34,586
+1%
减持
VLO
VALERO ENERGY CORP
-$425.9K
31,234
-1%
建仓
KMI
KINDER MORGAN INC DEL
+$408.3K
14,902
减持
KOCT
INNOVATOR ETFS TRUST
-$400.1K
25,203
-35%
减持
MINT
PIMCO ETF TR
-$395.7K
22,329
-15%
减持
CVX
CHEVRON CORP NEW
-$394.9K
47,002
-4%
减持
FISV
FISERV INC
+$394.6K
22,383
-4%
减持
PDEC
INNOVATOR ETFS TRUST
-$382.4K
98,820
-9%
减持
UNM
UNUM GROUP
+$367.0K
30,137
-2%
增持
INCY
INCYTE CORP
+$364.9K
46,003
+8%
减持
COP
CONOCOPHILLIPS
-$355.0K
46,981
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
-$352.0K
350,393
-2%
清仓
SPAB
SPDR SER TR
-$345.8K
0
-100%
减持
PJUL
INNOVATOR ETFS TRUST
-$345.7K
221,519
-5%
减持
OTIS
OTIS WORLDWIDE CORP
-$345.0K
12,697
-13%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$342.9K
3,178
-43%
增持
VZ
VERIZON COMMUNICATIONS INC
-$338.2K
86,699
+2%
清仓
EJUL
INNOVATOR ETFS TRUST
-$337.0K
0
-100%
减持
KAPR
INNOVATOR ETFS TRUST
-$336.8K
29,064
-27%
增持
ORCL
ORACLE CORP
+$334.7K
48,008
+7%
增持
VNQ
VANGUARD INDEX FDS
+$333.8K
10,196
+73%
减持
PG
PROCTER AND GAMBLE CO
-$325.7K
43,293
-1%
减持
PMAR
INNOVATOR ETFS TRUST
-$320.5K
94,493
-10%
