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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 12
增持 48
减持 77
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$81.1M
4,852,437
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$34.4M
7,430,169
+4%
增持
DFEM
DIMENSIONAL ETF TRUST
+$32.3M
2,821,611
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。
+48%
增持
VCRB
VANGUARD MALVERN FDS
+$30.6M
1,713,526
+31%
增持
TSPA
T ROWE PRICE ETF INC
+$20.3M
2,296,981
+24%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$19.6M
2,636,850
+10%
减持
LLY
ELI LILLY & CO
+$13.2M
43,122
-1%
建仓
—
TRANSOCEAN LTD
+$12.1M
2,932,090
增持
AAPL
APPLE INC
+$9.0M
199,170
+12%
增持
USMV
ISHARES TR
+$6.1M
85,978
+306%
减持
GOOGL
ALPHABET INC
+$6.0M
88,491
-1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.1M
2,708,377
+5%
减持
ORCL
ORACLE CORP
-$4.9M
56,601
-0%
减持
JKHY
HENRY JACK & ASSOC INC
+$4.4M
134,260
-1%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$3.3M
197,815
-0%
增持
AGG
ISHARES TR
+$3.2M
1,479,887
+3%
减持
DFAC
DIMENSIONAL ETF TRUST
-$3.1M
1,582,714
-7%
减持
DUHP
DIMENSIONAL ETF TRUST
-$3.0M
1,012,770
-8%
增持
AMZN
AMAZON COM INC
+$3.0M
64,019
+19%
建仓
GQGU
ADVISORS INNER CIRCLE FD III
+$2.5M
101,998
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.3M
1,230,539
+4%
减持
DFIV
DIMENSIONAL ETF TRUST
+$2.3M
689,027
-1%
减持
IWP
ISHARES TR
-$2.1M
106,403
-9%
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.1M
506,055
-9%
减持
FISV
FISERV INC
-$2.0M
10,535
-50%
减持
CAT
CATERPILLAR INC
+$1.9M
20,310
-0%
减持
PG
PROCTER AND GAMBLE CO
-$1.9M
33,186
-23%
减持
VUG
VANGUARD INDEX FDS
-$1.8M
55,745
-8%
增持
GOOG
ALPHABET INC
+$1.7M
23,358
+1%
增持
DFIS
DIMENSIONAL ETF TRUST
+$1.6M
283,552
+16%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.5M
1,824,710
-6%
清仓
—
ISHARES TR
-$1.5M
0
-100%
减持
IVV
ISHARES TR
+$1.4M
166,576
-1%
减持
VB
VANGUARD INDEX FDS
-$1.3M
80,411
-7%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
56,577
+0%
减持
MUNI
PIMCO ETF TR
-$1.2M
77,790
-23%
减持
SCZ
ISHARES TR
-$1.2M
594,386
-4%
减持
HPQ
HP INC
-$1.2M
192,004
-4%
减持
META
META PLATFORMS INC
-$1.1M
14,031
-0%
增持
INCY
INCYTE CORP
+$985.7K
47,939
+8%
减持
AMAT
APPLIED MATLS INC
+$960.6K
22,468
-4%
减持
DFAU
DIMENSIONAL ETF TRUST
-$919.5K
302,277
-8%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$918.6K
5,091
-78%
减持
CSCO
CISCO SYS INC
+$895.7K
145,115
-3%
减持
URI
UNITED RENTALS INC
-$890.6K
4,420
-6%
减持
DFAS
DIMENSIONAL ETF TRUST
-$880.6K
273,380
-6%
减持
DFIC
DIMENSIONAL ETF TRUST
-$856.0K
315,520
-12%
增持
BAC
BANK AMERICA CORP
+$789.4K
153,984
+3%
减持
IJH
ISHARES TR
-$767.9K
481,821
-3%
减持
DISV
DIMENSIONAL ETF TRUST
-$765.3K
92,211
-23%
增持
REGN
REGENERON PHARMACEUTICALS
+$765.0K
3,180
+6%
减持
VO
VANGUARD INDEX FDS
-$756.1K
44,440
-4%
减持
MRK
MERCK & CO INC
+$755.0K
49,170
-7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$745.6K
58,125
+29%
减持
CMI
CUMMINS INC
+$739.4K
9,586
-3%
增持
MSFT
MICROSOFT CORP
-$714.6K
72,163
+5%
减持
WMT
WALMART INC
+$710.0K
91,862
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$697.9K
202,020
-7%
建仓
BA
BOEING CO
+$695.6K
3,204
增持
TSLA
TESLA INC
+$676.3K
9,761
+17%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$674.6K
172,545
-6%
增持
JPM
JPMORGAN CHASE & CO.
+$672.8K
66,469
+1%
清仓
SPGI
S&P GLOBAL INC
-$652.7K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$652.3K
7,031
-0%
减持
PJAN
INNOVATOR ETFS TRUST
-$644.8K
143,013
-11%
清仓
SHV
ISHARES TR
-$643.6K
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$619.3K
85,209
-5%
增持
AXP
AMERICAN EXPRESS CO
+$618.3K
15,237
+1%
增持
—
ACCENTURE PLC IRELAND
+$612.5K
18,716
+5%
减持
GLDM
WORLD GOLD TR
+$592.2K
68,594
-0%
增持
RTX
RTX CORPORATION
+$564.7K
30,499
+1%
减持
LOW
LOWES COS INC
-$558.5K
33,651
-3%
增持
QQQ
INVESCO QQQ TR
+$553.8K
10,473
+7%
减持
DHI
D R HORTON INC
-$552.0K
18,449
-3%
减持
—
APTIV PLC
-$549.8K
41,750
-3%
减持
COF
CAPITAL ONE FINL CORP
+$527.9K
22,097
-3%
减持
DIHP
DIMENSIONAL ETF TRUST
-$527.3K
404,494
-8%
增持
TGT
TARGET CORP
+$518.0K
27,825
+13%
减持
DFAR
DIMENSIONAL ETF TRUST
-$507.3K
65,752
-22%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$501.4K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$487.3K
33,132
-4%
增持
IBDR
ISHARES TR
+$483.6K
132,123
+18%
增持
—
EXXON MOBIL CORP
+$479.5K
43,792
+3%
减持
APH
AMPHENOL CORP NEW
+$468.4K
61,572
-3%
清仓
ZTS
ZOETIS INC
-$467.6K
0
-100%
减持
POCT
INNOVATOR ETFS TRUST
-$455.2K
183,397
-7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$446.4K
82,156
-5%
减持
PAPR
INNOVATOR ETFS TRUST
-$441.3K
157,735
-8%
减持
VTV
VANGUARD INDEX FDS
-$439.5K
90,154
-5%
增持
NFLX
NETFLIX INC
-$431.4K
27,750
+997%
减持
LKQ
LKQ CORP
-$429.1K
80,882
-14%
增持
BX
BLACKSTONE INC
+$423.7K
5,346
+128%
减持
—
ALLEGION PLC
-$409.9K
15,250
-5%
减持
BUFF
INNOVATOR ETFS TRUST
-$392.3K
123,071
-8%
增持
VYM
VANGUARD WHITEHALL FDS
+$387.0K
82,132
+2%
减持
SCHB
SCHWAB STRATEGIC TR
-$386.8K
6,193,890
-2%
减持
KLAC
KLA CORP
+$386.2K
7,500
-7%
减持
KO
COCA COLA CO
-$379.0K
43,562
-16%
减持
PJUL
INNOVATOR ETFS TRUST
-$378.2K
159,199
-7%
增持
SLV
ISHARES SILVER TR
+$374.8K
14,927
+8%
清仓
HYD
VANECK ETF TRUST
-$372.8K
0
-100%
增持
IBDS
ISHARES TR
+$372.5K
88,511
+21%
减持
PWR
QUANTA SVCS INC
-$370.0K
27,347
-5%
增持
HD
HOME DEPOT INC
-$365.7K
8,128
+4%
建仓
SCHP
SCHWAB STRATEGIC TR
+$364.3K
13,754
建仓
IBDV
ISHARES TR
+$364.0K
16,493
减持
AVGO
BROADCOM INC
+$359.6K
23,346
-0%
增持
XLY
SELECT SECTOR SPDR TR
-$351.3K
23,541
+78%
减持
DHR
DANAHER CORPORATION
+$349.4K
11,524
-0%
减持
IEMG
ISHARES INC
-$344.5K
111,115
-6%
增持
NVDA
NVIDIA CORPORATION
+$341.6K
277,501
+1%
增持
IBDT
ISHARES TR
+$333.6K
63,984
+26%
减持
IVW
ISHARES TR
-$329.5K
265,974
-3%
建仓
MU
MICRON TECHNOLOGY INC
+$325.0K
1,139
减持
LH
LABCORP HOLDINGS INC
-$322.0K
8,083
-1%
减持
VLO
VALERO ENERGY CORP
-$321.4K
32,628
-1%
减持
CWI
SPDR INDEX SHS FDS
+$315.5K
674,272
-2%
增持
GS
GOLDMAN SACHS GROUP INC
+$310.9K
3,087
+2%
减持
DFAX
DIMENSIONAL ETF TRUST
-$310.9K
212,873
-8%
清仓
XLP
SELECT SECTOR SPDR TR
-$308.2K
0
-100%
减持
PSA
PUBLIC STORAGE OPER CO
-$299.7K
833
-53%
减持
MINT
PIMCO ETF TR
-$290.0K
14,647
-16%
建仓
PHYS
SPROTT ASSET MANAGEMENT LP
+$288.2K
8,729
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$281.1K
4,690
增持
AMD
ADVANCED MICRO DEVICES INC
+$277.6K
4,719
+4%
增持
TFC
TRUIST FINL CORP
+$267.1K
15,677
+42%
增持
STZ
CONSTELLATION BRANDS INC
+$258.3K
12,490
+15%
增持
STLD
STEEL DYNAMICS INC
+$257.8K
7,702
+3%
增持
DTE
DTE ENERGY CO
+$256.8K
18,776
+23%
减持
IWV
ISHARES TR
+$254.8K
49,795
-1%
建仓
CEF
SPROTT ASSET MANAGEMENT LP
+$253.6K
5,538
清仓
XYLD
GLOBAL X FDS
-$252.2K
0
-100%
减持
DRI
DARDEN RESTAURANTS INC
-$251.0K
16,890
-4%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$250.9K
513,270
-3%
增持
SPYM
SPDR SERIES TRUST
+$250.7K
10,141
+41%
清仓
IJJ
ISHARES TR
-$248.5K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$242.1K
6,957
-13%
减持
PCAR
PACCAR INC
+$238.6K
21,334
-0%
增持
SYK
STRYKER CORPORATION
-$238.3K
14,786
+1%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$237.0K
0
-100%
清仓
FTNT
FORTINET INC
-$233.6K
0
-100%
建仓
UL
UNILEVER PLC
+$233.3K
3,568
增持
TCAI
TORTOISE CAPITAL SERIES TRUS
+$233.3K
17,595
+80%
清仓
—
UNILEVER PLC
-$229.5K
0
-100%
建仓
SCCO
SOUTHERN COPPER CORP
+$228.4K
1,592
增持
V
VISA INC
+$226.8K
8,904
+5%
减持
XLC
SELECT SECTOR SPDR TR
-$226.5K
18,123
-9%
建仓
EMXC
ISHARES INC
+$225.3K
3,100
减持
PFEB
INNOVATOR ETFS TRUST
-$223.8K
70,008
-10%
清仓
—
ASTRAZENECA PLC
-$221.3K
0
-100%
