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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 9
增持 43
减持 90
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$139.4M
4,710,363
+2%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$46.9M
7,176,678
+4%
增持
VCRB
VANGUARD MALVERN FDS
+$38.6M
1,311,580
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。
+58%
增持
DFEM
DIMENSIONAL ETF TRUST
+$28.0M
1,904,518
+71%
增持
TSPA
T ROWE PRICE ETF INC
+$20.5M
1,859,262
+26%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$20.2M
2,393,885
+11%
增持
SCHB
SCHWAB STRATEGIC TR
+$13.9M
6,334,210
+1%
增持
IVV
ISHARES TR
+$9.9M
168,405
+2%
减持
AAPL
APPLE INC
+$8.1M
177,478
-2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$7.4M
2,586,621
+5%
减持
NVDA
NVIDIA CORPORATION
+$7.3M
275,551
-1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$7.1M
1,184,951
+12%
减持
VOO
VANGUARD INDEX FDS
+$5.4M
241,332
-4%
减持
GOOGL
ALPHABET INC
+$5.3M
89,283
-4%
减持
JKHY
HENRY JACK & ASSOC INC
-$4.2M
135,229
-0%
增持
AGG
ISHARES TR
+$4.1M
1,442,415
+2%
清仓
ROP
ROPER TECHNOLOGIES INC
-$3.8M
0
-100%
减持
ORCL
ORACLE CORP
+$3.5M
56,770
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$3.4M
216,846
+42%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$3.3M
198,170
-1%
清仓
STRL
STERLING INFRASTRUCTURE INC
-$2.8M
0
-100%
建仓
—
ALLEGION PLC
+$2.8M
16,002
减持
IVW
ISHARES TR
+$2.8M
274,300
-0%
减持
MGC
VANGUARD WORLD FD
+$2.7M
193,220
-2%
增持
MSFT
MICROSOFT CORP
+$2.4M
68,760
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
34,646
+3%
减持
IXUS
ISHARES TR
+$2.2M
787,744
-3%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.0M
80,884
+15%
减持
VUG
VANGUARD INDEX FDS
+$2.0M
60,436
-2%
减持
DFIV
DIMENSIONAL ETF TRUST
+$2.0M
694,924
-1%
减持
CAT
CATERPILLAR INC
+$1.7M
20,407
-1%
减持
JNJ
JOHNSON & JOHNSON
+$1.7M
56,397
-2%
增持
GOOG
ALPHABET INC
+$1.6M
23,013
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$1.5M
65,767
-1%
增持
ABBV
ABBVIE INC
+$1.5M
26,264
+6%
减持
DUHP
DIMENSIONAL ETF TRUST
-$1.5M
1,099,760
-9%
减持
APH
AMPHENOL CORP NEW
+$1.4M
63,454
-3%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.3M
1,949,958
-8%
增持
VLO
VALERO ENERGY CORP
+$1.3M
33,084
+3%
增持
AVGO
BROADCOM INC
+$1.3M
23,402
+0%
减持
KLAC
KLA CORP
+$1.2M
8,091
-4%
减持
PJAN
INNOVATOR ETFS TRUST
-$1.2M
160,919
-17%
减持
IWV
ISHARES TR
+$1.1M
50,162
-2%
减持
ITOT
ISHARES TR
+$1.1M
352,030
-5%
清仓
THFF
FIRST FINANCIAL CORPORATION
-$1.1M
0
-100%
减持
TSLA
TESLA INC
+$1.0M
8,350
-0%
建仓
STLD
STEEL DYNAMICS INC
+$1.0M
7,511
增持
—
APTIV PLC
+$1.0M
43,222
+9%
增持
MUNI
PIMCO ETF TR
+$999.0K
100,819
+21%
减持
TGT
TARGET CORP
-$973.0K
24,548
-24%
减持
PAPR
INNOVATOR ETFS TRUST
-$968.5K
172,365
-15%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$947.6K
23,079
+410%
增持
AMAT
APPLIED MATLS INC
+$941.8K
23,510
+11%
增持
—
ACCENTURE PLC IRELAND
+$919.1K
17,879
+53%
减持
DFAU
DIMENSIONAL ETF TRUST
-$899.8K
329,240
-13%
减持
POCT
INNOVATOR ETFS TRUST
-$897.2K
197,448
-13%
减持
DFAR
DIMENSIONAL ETF TRUST
-$862.8K
84,406
-31%
减持
IJH
ISHARES TR
+$849.9K
499,052
-2%
减持
CWI
SPDR INDEX SHS FDS
+$831.9K
684,546
-3%
清仓
CE
CELANESE CORP DEL
-$828.7K
0
-100%
减持
LOW
LOWES COS INC
+$827.8K
34,514
-2%
增持
FISV
FISERV INC
-$821.5K
21,246
+3%
减持
URI
UNITED RENTALS INC
+$811.6K
4,680
-4%
增持
INCY
INCYTE CORP
+$795.8K
44,207
+2%
减持
CMI
CUMMINS INC
+$775.7K
9,835
-5%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$773.4K
527,133
-3%
减持
LLY
ELI LILLY & CO
-$766.4K
43,448
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$760.9K
183,659
-1%
减持
PG
PROCTER AND GAMBLE CO
-$752.6K
43,067
-7%
减持
ADBE
ADOBE INC
-$725.4K
6,551
-17%
减持
V
VISA INC
-$718.5K
8,483
-17%
减持
DIHP
DIMENSIONAL ETF TRUST
-$706.4K
438,744
-8%
增持
HPQ
HP INC
+$703.8K
200,175
+3%
减持
DRI
DARDEN RESTAURANTS INC
-$698.9K
17,646
-5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$681.5K
89,309
-8%
减持
DIS
DISNEY WALT CO
-$674.6K
53,046
-3%
减持
GLDM
WORLD GOLD TR
+$668.7K
68,851
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$668.0K
45,210
+34%
减持
IEMG
ISHARES INC
+$643.9K
118,532
-1%
减持
IEFA
ISHARES TR
+$630.4K
188,980
-1%
减持
META
META PLATFORMS INC
-$613.7K
14,052
-5%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$609.9K
7,786
-3%
减持
VO
VANGUARD INDEX FDS
+$584.7K
46,481
-0%
减持
IWF
ISHARES TR
+$584.2K
15,379
-1%
减持
PWR
QUANTA SVCS INC
+$581.0K
28,744
-4%
减持
EFA
ISHARES TR
-$577.7K
77,993
-11%
减持
CVX
CHEVRON CORP NEW
-$556.7K
40,728
-15%
增持
GE
GE AEROSPACE
+$545.2K
12,545
+0%
增持
LKQ
LKQ CORP
-$539.7K
94,031
+2%
减持
BAC
BANK AMERICA CORP
+$509.5K
148,862
-2%
增持
DFIS
DIMENSIONAL ETF TRUST
+$500.9K
244,193
+1%
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$500.6K
0
-100%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$495.4K
3,475
减持
DFAC
DIMENSIONAL ETF TRUST
-$482.3K
1,705,395
-8%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$481.8K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$480.5K
592
-63%
减持
GLW
CORNING INC
+$473.5K
17,139
-3%
减持
DFAS
DIMENSIONAL ETF TRUST
+$462.2K
291,075
-5%
减持
PJUL
INNOVATOR ETFS TRUST
-$457.6K
170,391
-9%
减持
OTIS
OTIS WORLDWIDE CORP
-$454.9K
9,834
-28%
减持
DFIC
DIMENSIONAL ETF TRUST
-$441.6K
357,697
-9%
减持
DHI
D R HORTON INC
+$437.9K
18,937
-12%
减持
STZ
CONSTELLATION BRANDS INC
-$435.6K
10,878
-7%
减持
SYK
STRYKER CORPORATION
-$435.5K
14,702
-1%
减持
VTV
VANGUARD INDEX FDS
-$431.8K
94,683
-7%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$427.9K
7,055
-4%
减持
NFLX
NETFLIX INC
-$425.7K
2,530
-2%
建仓
EFV
ISHARES TR
+$421.9K
6,220
减持
VB
VANGUARD INDEX FDS
-$398.8K
86,836
-8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$394.3K
38,553
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$389.1K
49,506
-2%
增持
HD
HOME DEPOT INC
+$388.2K
7,805
+3%
增持
KDP
KEURIG DR PEPPER INC
-$373.3K
49,951
+0%
建仓
HYD
VANECK ETF TRUST
+$372.8K
7,325
减持
WMT
WALMART INC
+$369.4K
92,416
-1%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$361.8K
0
-100%
增持
MO
ALTRIA GROUP INC
+$360.4K
20,838
+20%
减持
DXCM
DEXCOM INC
-$358.0K
15,063
-4%
减持
IJR
ISHARES TR
+$350.1K
129,872
-6%
建仓
SSB
SOUTHSTATE BK CORP
+$345.9K
3,499
减持
EOG
EOG RES INC
-$345.7K
5,740
-31%
增持
INTU
INTUIT
-$345.4K
3,411
+0%
减持
QQQ
INVESCO QQQ TR
+$340.5K
9,793
-2%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$328.1K
36,156
-4%
建仓
—
THOMSON REUTERS CORP
+$324.5K
2,089
减持
AMZN
AMAZON COM INC
-$320.1K
53,851
-3%
增持
GEV
GE VERNOVA INC
+$319.2K
3,525
+1%
减持
NKE
NIKE INC
-$319.0K
5,158
-46%
减持
COF
CAPITAL ONE FINL CORP
-$308.4K
22,709
-6%
增持
XLK
SELECT SECTOR SPDR TR
+$308.2K
5,219
+14%
建仓
XLP
SELECT SECTOR SPDR TR
+$308.2K
3,932
减持
SHV
ISHARES TR
-$303.4K
5,825
-32%
减持
MUB
ISHARES TR
-$302.8K
632,727
-2%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$302.0K
12,587
+55%
减持
AMP
AMERIPRISE FINL INC
-$299.4K
4,296
-5%
增持
PAGP
PLAINS GP HLDGS L P
+$298.6K
47,326
+63%
增持
XLY
SELECT SECTOR SPDR TR
+$297.2K
13,196
+0%
减持
DFAX
DIMENSIONAL ETF TRUST
-$296.6K
231,937
-10%
增持
XEL
XCEL ENERGY INC
+$294.4K
16,284
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$294.1K
3,422
+20%
减持
PAUG
INNOVATOR ETFS TRUST
-$290.8K
24,072
-26%
建仓
TCAI
TORTOISE CAPITAL SERIES TRUS
+$289.1K
9,751
减持
CARR
CARRIER GLOBAL CORPORATION
-$272.3K
19,977
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$269.4K
553,247
-8%
减持
TXN
TEXAS INSTRS INC
-$264.3K
9,750
-2%
减持
RTX
RTX CORPORATION
+$260.7K
30,053
-8%
减持
CSCO
CISCO SYS INC
-$250.3K
150,285
-1%
减持
CL
COLGATE PALMOLIVE CO
-$246.7K
17,903
-3%
清仓
—
PINNACLE FINL PARTNERS INC
-$245.9K
0
-100%
减持
IVE
ISHARES TR
-$243.3K
20,850
-10%
