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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 12
增持 61
减持 69
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$181.0M
4,627,426
+4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$55.5M
6,922,513
+2%
增持
SCHB
SCHWAB STRATEGIC TR
+$28.1M
6,248,801
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。
+11%
增持
VCRB
VANGUARD MALVERN FDS
+$26.7M
828,445
+71%
增持
TSPA
T ROWE PRICE ETF INC
+$24.1M
1,476,762
+56%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$22.3M
2,163,590
+14%
增持
VOO
VANGUARD INDEX FDS
+$18.1M
250,626
+4%
增持
IVV
ISHARES TR
+$16.9M
165,580
+8%
减持
NVDA
NVIDIA CORPORATION
+$13.0M
279,112
-3%
减持
MSFT
MICROSOFT CORP
+$8.1M
66,817
-0%
增持
VUG
VANGUARD INDEX FDS
+$6.2M
61,560
+10%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$5.9M
1,060,998
+13%
减持
IXUS
ISHARES TR
+$5.4M
813,228
-1%
增持
ORCL
ORACLE CORP
+$5.0M
56,862
+7%
增持
IVW
ISHARES TR
+$4.9M
275,590
+0%
减持
MGC
VANGUARD WORLD FD
+$4.1M
197,881
-1%
减持
PWR
QUANTA SVCS INC
+$3.7M
29,969
-0%
减持
DFAU
DIMENSIONAL ETF TRUST
-$3.4M
376,909
-25%
减持
SCZ
ISHARES TR
+$3.3M
649,117
-6%
减持
ITOT
ISHARES TR
+$3.2M
371,676
-4%
增持
AVGO
BROADCOM INC
+$3.1M
23,315
+19%
增持
JPM
JPMORGAN CHASE & CO.
+$3.0M
66,287
+0%
清仓
UNP
UNION PAC CORP
-$3.0M
0
-100%
增持
AGG
ISHARES TR
+$2.9M
1,416,506
+2%
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.8M
601,814
-12%
增持
META
META PLATFORMS INC
+$2.7M
14,813
+4%
增持
BUFF
INNOVATOR ETFS TRUST
+$2.4M
142,715
+46%
减持
IWP
ISHARES TR
+$2.4M
121,192
-1%
减持
SCHF
SCHWAB STRATEGIC TR
+$2.2M
2,113,428
-6%
减持
APH
AMPHENOL CORP NEW
+$2.1M
65,228
-1%
增持
NFLX
NETFLIX INC
+$2.1M
2,583
+77%
减持
LLY
ELI LILLY & CO
-$2.1M
43,509
-0%
减持
DUHP
DIMENSIONAL ETF TRUST
-$2.0M
1,208,922
-11%
减持
CWI
SPDR INDEX SHS FDS
+$2.0M
706,444
-1%
增持
AMZN
AMAZON COM INC
+$2.0M
55,354
+4%
减持
GOOGL
ALPHABET INC
+$2.0M
93,138
-0%
减持
VTV
VANGUARD INDEX FDS
-$1.8M
102,348
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
38,240
-0%
减持
KLAC
KLA CORP
+$1.7M
8,389
-1%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.7M
1,848,757
-10%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.7M
1,209
-77%
增持
DIS
DISNEY WALT CO
+$1.6M
54,418
+4%
增持
CSCO
CISCO SYS INC
+$1.6M
151,814
+4%
减持
IWV
ISHARES TR
+$1.5M
50,951
-1%
增持
COF
CAPITAL ONE FINL CORP
+$1.5M
24,139
+18%
减持
IJH
ISHARES TR
+$1.4M
511,419
-1%
减持
JKHY
HENRY JACK & ASSOC INC
-$1.4M
135,315
-4%
减持
CVX
CHEVRON CORP NEW
-$1.4M
48,058
-3%
减持
DFAX
DIMENSIONAL ETF TRUST
-$1.4M
257,910
-24%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.3M
702,043
-4%
增持
IWF
ISHARES TR
+$1.3M
15,590
+6%
减持
DFAR
DIMENSIONAL ETF TRUST
-$1.3M
122,589
-30%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
33,658
+198%
减持
IEFA
ISHARES TR
+$1.3M
190,099
-2%
减持
CAT
CATERPILLAR INC
+$1.2M
20,689
-0%
增持
VO
VANGUARD INDEX FDS
+$1.2M
46,702
+2%
减持
FISV
FISERV INC
-$1.2M
20,653
-4%
减持
DFEM
DIMENSIONAL ETF TRUST
-$1.1M
1,115,524
-14%
增持
AMAT
APPLIED MATLS INC
+$1.1M
21,149
+9%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.0M
545,500
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.0M
22,286
+0%
减持
JNJ
JOHNSON & JOHNSON
-$955.4K
57,428
-2%
清仓
NEAR
ISHARES U S ETF TR
-$950.7K
0
-100%
减持
FBND
FIDELITY MERRIMACK STR TR
-$942.0K
2,453,018
-1%
减持
STRL
STERLING INFRASTRUCTURE INC
+$938.8K
12,316
-27%
增持
WMT
WALMART INC
+$935.6K
93,629
+0%
增持
BAC
BANK AMERICA CORP
+$925.6K
151,527
+1%
增持
ORLY
OREILLY AUTOMOTIVE INC
-$903.8K
200,671
+1414%
减持
UNH
UNITEDHEALTH GROUP INC
-$851.3K
2,845
-14%
增持
GE
GE AEROSPACE
+$811.0K
12,544
+4%
增持
GEV
GE VERNOVA INC
+$805.8K
3,493
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$800.2K
7,383
-3%
增持
AAPL
APPLE INC
-$787.8K
180,826
+6%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$784.2K
37,659
-2%
减持
HPQ
HP INC
-$781.4K
194,071
-3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$757.1K
96,971
-9%
减持
AXP
AMERICAN EXPRESS CO
+$750.4K
15,067
-0%
减持
QQQ
INVESCO QQQ TR
+$740.0K
10,041
-2%
增持
TSLA
TESLA INC
+$718.2K
8,387
+12%
减持
DFIC
DIMENSIONAL ETF TRUST
-$700.7K
391,459
-16%
增持
GS
GOLDMAN SACHS GROUP INC
+$700.0K
3,053
+14%
增持
—
APTIV PLC
+$671.9K
39,520
+16%
增持
CMI
CUMMINS INC
+$667.6K
10,315
+19%
减持
DISV
DIMENSIONAL ETF TRUST
-$655.1K
135,214
-23%
减持
MRK
MERCK & CO INC
-$614.8K
53,277
-1%
增持
COP
CONOCOPHILLIPS
-$613.0K
47,358
+2%
减持
URI
UNITED RENTALS INC
+$608.6K
4,853
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$604.7K
50,295
+1%
减持
LOW
LOWES COS INC
-$599.7K
35,363
-2%
增持
PEP
PEPSICO INC
-$577.8K
32,994
+0%
建仓
IBDU
ISHARES TR
+$551.6K
23,643
减持
INTU
INTUIT
+$551.0K
3,396
-2%
增持
GOOG
ALPHABET INC
+$541.8K
22,301
+2%
增持
ABBV
ABBVIE INC
-$529.6K
24,717
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$493.3K
185,803
-3%
减持
IEMG
ISHARES INC
+$485.1K
119,435
-4%
减持
DFAS
DIMENSIONAL ETF TRUST
+$478.6K
305,521
-4%
清仓
FELG
FIDELITY COVINGTON TRUST
-$473.3K
0
-100%
减持
EFA
ISHARES TR
+$465.0K
87,928
-3%
增持
CBRE
CBRE GROUP INC
+$447.2K
16,386
+16%
减持
REGN
REGENERON PHARMACEUTICALS
-$445.3K
3,252
-4%
增持
GLDM
WORLD GOLD TR
+$431.8K
70,131
+4%
增持
IWB
ISHARES TR
+$429.4K
10,462
+3%
增持
—
EXXON MOBIL CORP
-$427.2K
42,369
+1%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$422.0K
8,100
建仓
VGT
VANGUARD WORLD FD
+$421.8K
636
建仓
—
CHUBB LIMITED
+$416.9K
1,439
减持
VTEB
VANGUARD MUN BD FDS
-$406.8K
153,103
-4%
减持
RTX
RTX CORPORATION
+$404.5K
32,654
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$394.9K
26,000
-1%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$391.4K
987
减持
PAPR
INNOVATOR ETFS TRUST
-$388.7K
203,284
-9%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$384.7K
0
-100%
减持
MCK
MCKESSON CORP
+$379.2K
8,739
-2%
减持
TSN
TYSON FOODS INC
-$378.2K
35,715
-4%
建仓
IYW
ISHARES TR
+$369.7K
2,133
增持
VLO
VALERO ENERGY CORP
+$355.2K
32,229
+7%
增持
PM
PHILIP MORRIS INTL INC
+$354.7K
12,755
+3%
建仓
COIN
COINBASE GLOBAL INC
+$352.6K
1,006
减持
IJR
ISHARES TR
+$351.4K
138,005
-2%
增持
ELV
ELEVANCE HEALTH INC
-$349.2K
8,036
+1%
减持
VB
VANGUARD INDEX FDS
-$346.5K
94,858
-8%
增持
IBDS
ISHARES TR
+$330.5K
80,382
+20%
增持
IWM
ISHARES TR
+$318.0K
11,924
+5%
减持
KO
COCA COLA CO
-$317.4K
51,000
-7%
清仓
T
AT&T INC
-$315.7K
0
-100%
减持
PJUL
INNOVATOR ETFS TRUST
+$315.6K
187,627
-5%
清仓
NOC
NORTHROP GRUMMAN CORP
-$314.4K
0
-100%
减持
EMR
EMERSON ELEC CO
+$301.7K
12,805
-0%
减持
SYK
STRYKER CORPORATION
+$299.3K
14,838
-1%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$297.9K
2,819
+16%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$295.0K
14,294
+40%
增持
TXN
TEXAS INSTRS INC
+$291.9K
9,901
+1%
建仓
FTNT
FORTINET INC
+$290.9K
2,752
减持
ROP
ROPER TECHNOLOGIES INC
-$285.6K
6,784
-3%
增持
MGK
VANGUARD WORLD FD
+$284.0K
1,663
+58%
增持
LKQ
LKQ CORP
-$276.2K
92,175
+6%
减持
DHI
D R HORTON INC
-$275.7K
21,497
-10%
增持
NKE
NIKE INC
+$275.0K
9,553
+50%
建仓
WDFC
WD 40 CO
+$269.6K
1,182
减持
GOVT
ISHARES TR
-$262.1K
42,638
-21%
增持
PG
PROCTER AND GAMBLE CO
-$261.2K
46,258
+3%
减持
PJUN
INNOVATOR ETFS TRUST
-$260.4K
56,829
-17%
建仓
SCHW
SCHWAB CHARLES CORP
+$258.1K
2,829
建仓
CEG
CONSTELLATION ENERGY CORP
+$257.9K
799
建仓
NTAP
NETAPP INC
+$257.6K
2,418
清仓
VYMI
VANGUARD WHITEHALL FDS
-$256.4K
0
-100%
增持
IBDR
ISHARES TR
+$256.1K
109,080
+11%
清仓
SLYV
SPDR SER TR
-$252.6K
0
-100%
增持
—
ISHARES TR
+$252.3K
61,703
+19%
