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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 4
增持 34
减持 90
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$27.1M
1,894,647
+37%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$25.9M
6,756,743
+1%
增持
VCRB
VANGUARD MALVERN FDS
+$24.2M
484,846
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。
+176%
增持
TSPA
T ROWE PRICE ETF INC
+$18.9M
948,805
+143%
减持
DFAC
DIMENSIONAL ETF TRUST
-$17.0M
2,059,636
-16%
减持
VOO
VANGUARD INDEX FDS
-$15.5M
241,840
-7%
减持
SCZ
ISHARES TR
-$14.5M
689,995
-28%
减持
DFAU
DIMENSIONAL ETF TRUST
-$10.9M
503,594
-33%
减持
WMT
WALMART INC
-$10.5M
93,626
-55%
减持
DUHP
DIMENSIONAL ETF TRUST
-$10.4M
1,358,266
-17%
减持
NVDA
NVIDIA CORPORATION
-$10.2M
286,675
-7%
减持
DFEM
DIMENSIONAL ETF TRUST
-$9.5M
1,292,491
-23%
减持
DFAT
DIMENSIONAL ETF TRUST
-$9.4M
685,274
-15%
减持
MGC
VANGUARD WORLD FD
-$8.5M
200,732
-13%
减持
SCHB
SCHWAB STRATEGIC TR
-$8.4M
5,611,991
-1%
减持
AAPL
APPLE INC
-$7.9M
170,567
-7%
清仓
GSBC
GREAT SOUTHN BANCORP INC
-$7.8M
0
-100%
减持
VB
VANGUARD INDEX FDS
-$7.4M
102,936
-18%
减持
IVV
ISHARES TR
-$6.4M
152,859
-3%
增持
AGG
ISHARES TR
+$5.8M
1,391,690
+2%
减持
VTV
VANGUARD INDEX FDS
-$5.6M
115,196
-24%
清仓
SFNC
SIMMONS 1ST NATL CORP
-$4.7M
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$4.3M
2,251,240
-15%
减持
IVW
ISHARES TR
-$4.2M
274,456
-6%
减持
VUG
VANGUARD INDEX FDS
-$4.2M
55,952
-8%
减持
FBND
FIDELITY MERRIMACK STR TR
-$4.2M
2,479,022
-5%
减持
LKFN
LAKELAND FINL CORP
-$4.0M
11,822
-83%
减持
DFAS
DIMENSIONAL ETF TRUST
-$3.8M
317,759
-9%
减持
DFAX
DIMENSIONAL ETF TRUST
-$3.8M
340,783
-33%
减持
ITOT
ISHARES TR
-$3.8M
385,270
-2%
增持
JNJ
JOHNSON & JOHNSON
+$3.6M
58,656
+38%
减持
MSFT
MICROSOFT CORP
-$3.4M
67,091
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$3.2M
13,256
-29%
清仓
KE
KIMBALL ELECTRONICS INC
-$3.1M
0
-100%
增持
GOOGL
ALPHABET INC
-$3.1M
93,449
+1%
清仓
DE
DEERE & CO
-$3.1M
0
-100%
减持
DFIC
DIMENSIONAL ETF TRUST
-$2.9M
463,493
-24%
增持
VO
VANGUARD INDEX FDS
+$2.9M
45,979
+35%
减持
IJH
ISHARES TR
-$2.9M
518,795
-2%
减持
LLY
ELI LILLY & CO
-$2.7M
43,548
-13%
减持
AMZN
AMAZON COM INC
-$2.6M
53,206
-8%
减持
IVE
ISHARES TR
-$2.5M
25,045
-34%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$2.5M
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.3M
38,336
+16%
减持
DISV
DIMENSIONAL ETF TRUST
-$2.2M
175,310
-36%
减持
DFAR
DIMENSIONAL ETF TRUST
-$2.1M
174,543
-35%
减持
NEAR
ISHARES U S ETF TR
-$2.1M
18,689
-69%
增持
ABBV
ABBVIE INC
+$2.0M
24,425
+41%
清仓
SO
SOUTHERN CO
-$1.8M
0
-100%
减持
PJAN
INNOVATOR ETFS TRUST
-$1.8M
209,982
-15%
减持
IJR
ISHARES TR
-$1.7M
140,873
-1%
减持
DIHP
DIMENSIONAL ETF TRUST
-$1.7M
520,776
-16%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.6M
3,599
-85%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.6M
106,105
-7%
减持
IWV
ISHARES TR
-$1.6M
51,475
-4%
清仓
FCNCA
FIRST CTZNS BANCSHARES INC N
-$1.5M
0
-100%
减持
PAPR
INNOVATOR ETFS TRUST
-$1.5M
223,477
-13%
增持
CVX
CHEVRON CORP NEW
+$1.4M
49,351
+5%
减持
DFIS
DIMENSIONAL ETF TRUST
-$1.4M
269,960
-21%
减持
TSLA
TESLA INC
-$1.4M
7,509
-10%
减持
USB
US BANCORP DEL
-$1.4M
15,562
-64%
增持
PWR
QUANTA SVCS INC
-$1.4M
29,984
+6%
增持
ABT
ABBOTT LABS
+$1.3M
21,413
+62%
减持
IWP
ISHARES TR
-$1.3M
122,652
-1%
减持
BUFF
INNOVATOR ETFS TRUST
-$1.2M
97,643
-21%
减持
PJUL
INNOVATOR ETFS TRUST
-$1.2M
196,861
-11%
减持
PFEB
INNOVATOR ETFS TRUST
-$1.2M
82,321
-27%
清仓
ET
ENERGY TRANSFER L P
-$1.2M
0
-100%
减持
POCT
INNOVATOR ETFS TRUST
-$1.2M
240,368
-10%
减持
—
EXXON MOBIL CORP
-$1.2M
41,997
-27%
清仓
SMBC
SOUTHERN MO BANCORP INC
-$1.1M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
22,273
-6%
减持
CAT
CATERPILLAR INC
-$1.1M
20,724
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$1.1M
65,974
+5%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
37,386
-0%
减持
STRL
STERLING INFRASTRUCTURE INC
-$1.1M
16,808
-4%
增持
AMAT
APPLIED MATLS INC
+$1.0M
19,330
+74%
增持
PM
PHILIP MORRIS INTL INC
+$961.9K
12,401
+48%
增持
MCK
MCKESSON CORP
+$957.1K
8,952
+1%
减持
PSEP
INNOVATOR ETFS TRUST
-$941.0K
76,069
-23%
减持
VYM
VANGUARD WHITEHALL FDS
-$938.5K
73,153
-10%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$916.0K
2
+100%
增持
AXP
AMERICAN EXPRESS CO
+$890.1K
15,074
+41%
减持
IEMG
ISHARES INC
-$883.2K
123,858
-15%
增持
MMM
3M CO
+$847.3K
15,861
+38%
减持
IWF
ISHARES TR
-$846.4K
14,736
-4%
减持
PJUN
INNOVATOR ETFS TRUST
-$843.7K
68,088
-24%
清仓
—
CROSSFIRST BANKSHARES INC
-$833.3K
0
-100%
减持
PDEC
INNOVATOR ETFS TRUST
-$820.4K
79,155
-20%
减持
PMAR
INNOVATOR ETFS TRUST
-$790.7K
75,296
-20%
增持
KLAC
KLA CORP
+$761.1K
8,499
+7%
减持
IXUS
ISHARES TR
+$754.9K
822,813
-4%
增持
GE
GE AEROSPACE
+$751.0K
12,079
+21%
减持
IEFA
ISHARES TR
-$747.9K
193,110
-12%
减持
KO
COCA COLA CO
-$738.3K
54,813
-27%
减持
HD
HOME DEPOT INC
-$732.6K
7,830
-15%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$729.5K
10,479
-54%
增持
KDP
KEURIG DR PEPPER INC
+$716.5K
48,382
+65%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$702.0K
1,448
减持
PNOV
INNOVATOR ETFS TRUST
-$675.2K
24,463
-42%
清仓
SPTM
SPDR SER TR
-$674.8K
0
-100%
清仓
CI
THE CIGNA GROUP
-$650.9K
0
-100%
清仓
GPI
GROUP 1 AUTOMOTIVE INC
-$648.2K
0
-100%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$647.4K
38,543
-12%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$645.3K
11,294
减持
NEE
NEXTERA ENERGY INC
-$624.6K
26,165
-24%
增持
DHI
D R HORTON INC
+$624.2K
23,968
+38%
减持
VNQ
VANGUARD INDEX FDS
-$606.5K
3,334
-67%
增持
DRI
DARDEN RESTAURANTS INC
+$602.6K
19,560
+6%
增持
RTX
RTX CORPORATION
+$602.5K
32,943
+1%
增持
ORCL
ORACLE CORP
-$600.8K
52,924
+10%
减持
GLDM
WORLD GOLD TR
+$598.9K
67,268
-2%
增持
GOOG
ALPHABET INC
-$590.2K
21,854
+4%
增持
V
VISA INC
+$586.7K
10,042
+8%
建仓
BIL
SPDR SER TR
+$582.1K
6,346
增持
TRV
TRAVELERS COMPANIES INC
+$577.2K
15,079
+7%
减持
CWI
SPDR INDEX SHS FDS
-$575.2K
711,608
-8%
减持
T
AT&T INC
-$549.7K
11,165
-71%
减持
CRM
SALESFORCE INC
-$525.6K
1,405
-48%
清仓
SPYG
SPDR SER TR
-$521.3K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
+$511.9K
7,989
-1%
减持
JKHY
HENRY JACK & ASSOC INC
+$510.4K
141,172
-2%
清仓
SPYV
SPDR SER TR
-$509.1K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$501.4K
11,675
-1%
减持
USRT
ISHARES TR
-$493.3K
10,326
-46%
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$488.5K
4,316
清仓
ODC
OIL DRI CORP AMER
-$483.5K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$478.7K
10,228
-51%
减持
INCY
INCYTE CORP
-$474.5K
44,639
-3%
减持
TFC
TRUIST FINL CORP
-$472.9K
12,561
-45%
减持
PAUG
INNOVATOR ETFS TRUST
-$469.9K
35,065
-25%
清仓
AFL
AFLAC INC
-$450.7K
0
-100%
减持
CMI
CUMMINS INC
-$447.9K
8,647
-5%
增持
TGT
TARGET CORP
-$442.1K
32,003
+14%
减持
IWM
ISHARES TR
-$440.5K
11,304
-7%
清仓
SPEM
SPDR INDEX SHS FDS
-$432.9K
0
-100%
清仓
—
CHUBB LIMITED
-$431.3K
0
-100%
清仓
CWB
SPDR SER TR
-$426.5K
0
-100%
清仓
GABC
GERMAN AMERN BANCORP INC
-$417.1K
0
-100%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$411.7K
935,789
+1%
减持
ROP
ROPER TECHNOLOGIES INC
+$392.3K
7,007
-3%
清仓
TRIN
TRINITY CAP INC
-$385.8K
0
-100%
减持
MINT
PIMCO ETF TR
-$384.0K
18,451
-17%
减持
KJAN
INNOVATOR ETFS TRUST
-$383.1K
17,177
-36%
增持
MUB
ISHARES TR
-$379.6K
641,020
+0%
减持
EFA
ISHARES TR
+$376.2K
90,480
-3%
减持
IOCT
INNOVATOR ETFS TRUST
-$373.8K
22,109
-38%
减持
KAPR
INNOVATOR ETFS TRUST
-$373.7K
18,697
-36%
增持
PG
PROCTER AND GAMBLE CO
+$373.0K
44,778
+3%
减持
IJAN
INNOVATOR ETFS TRUST
-$372.6K
19,986
-40%
