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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 7
增持 52
减持 84
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
VCRB
VANGUARD MALVERN FDS
+$25.2M
2,051,110
+20%
增持
VTI
VANGUARD INDEX FDS
-$23.2M
4,998,917
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$20.6M
7,552,483
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。
+2%
减持
VOO
VANGUARD INDEX FDS
-$14.7M
223,124
-5%
增持
GQGU
ADVISORS INNER CIRCLE FD III
+$14.1M
616,138
+504%
增持
DFEM
DIMENSIONAL ETF TRUST
+$13.5M
3,091,483
+10%
增持
TSPA
T ROWE PRICE ETF INC
+$12.2M
2,700,185
+18%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$9.8M
2,894,024
+10%
增持
MSFT
MICROSOFT CORP
-$7.7M
73,486
+2%
减持
LLY
ELI LILLY & CO
-$7.3M
42,462
-2%
减持
NVDA
NVIDIA CORPORATION
-$6.9M
257,118
-7%
减持
USMV
ISHARES TR
-$6.1M
21,282
-75%
增持
SCHB
SCHWAB STRATEGIC TR
-$6.1M
6,230,006
+1%
减持
MGC
VANGUARD WORLD FD
-$5.8M
175,411
-7%
减持
VUG
VANGUARD INDEX FDS
-$4.5M
51,989
-7%
减持
JKHY
HENRY JACK & ASSOC INC
-$4.5M
126,797
-6%
减持
AAPL
APPLE INC
-$4.1M
197,127
-1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$3.9M
2,818,729
+4%
增持
AGG
ISHARES TR
+$3.6M
1,525,036
+3%
减持
DFAC
DIMENSIONAL ETF TRUST
-$3.6M
1,520,771
-4%
减持
ORCL
ORACLE CORP
-$3.4M
52,167
-8%
减持
GOOGL
ALPHABET INC
-$3.2M
85,179
-4%
减持
IVW
ISHARES TR
-$3.1M
261,997
-1%
减持
ITOT
ISHARES TR
-$3.0M
338,550
-2%
减持
DFAU
DIMENSIONAL ETF TRUST
-$2.9M
248,284
-18%
减持
VLO
VALERO ENERGY CORP
+$2.6M
32,182
-1%
减持
DUHP
DIMENSIONAL ETF TRUST
-$2.6M
976,048
-4%
减持
PWR
QUANTA SVCS INC
+$2.6M
25,781
-6%
增持
IVV
ISHARES TR
-$2.3M
171,207
+3%
增持
—
EXXON MOBIL CORP
+$2.3M
44,381
+1%
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
56,691
+0%
减持
CVX
CHEVRON CORPORATION
+$2.1M
40,494
-1%
减持
JPM
JPMORGAN CHASE & CO
-$2.1M
65,637
-1%
减持
DIHP
DIMENSIONAL ETF TRUST
-$2.0M
335,452
-17%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.0M
37,594
+0%
减持
AMAT
APPLIED MATLS INC
+$1.9M
22,310
-1%
增持
COP
CONOCOPHILLIPS
+$1.8M
46,315
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.7M
684,218
-1%
减持
CAT
CATERPILLAR INC
+$1.7M
18,770
-8%
减持
IWP
ISHARES TR
-$1.6M
101,302
-5%
增持
WMT
WALMART INC
+$1.5M
94,786
+3%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.5M
32,432
-2%
减持
COF
CAPITAL ONE FINL CORP
-$1.5M
21,232
-4%
减持
KLAC
KLA CORP
+$1.4M
7,151
-5%
减持
PJAN
INNOVATOR ETFS TRUST
-$1.4M
116,120
-19%
减持
PJUL
INNOVATOR ETFS TRUST
-$1.4M
131,169
-18%
减持
IWF
ISHARES TR
-$1.3M
14,334
-9%
增持
—
ACCENTURE PLC IRELAND
-$1.3M
18,837
+1%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.3M
1,268,632
+3%
减持
PAA
PLAINS ALL AMERN PIPELINE L
-$1.2M
87,542
-51%
减持
—
TRANSOCEAN LTD
-$1.2M
1,641,917
-44%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.1M
6,035
-14%
增持
META
META PLATFORMS INC
-$1.1M
14,295
+2%
减持
POCT
INNOVATOR ETFS TRUST
-$1.0M
162,659
-11%
减持
AXP
AMERICAN EXPRESS CO
-$1.0M
15,192
-0%
减持
BAC
BANK AMERICA CORP
-$972.4K
153,778
-0%
增持
IJR
ISHARES TR
+$965.8K
132,246
+3%
减持
SCZ
ISHARES TR
-$916.7K
576,024
-3%
减持
CWI
SPDR INDEX SHS FDS
-$913.3K
636,965
-6%
增持
DIS
DISNEY WALT CO
-$895.7K
54,158
+1%
减持
SCHF
SCHWAB STRATEGIC TR
-$884.5K
1,736,627
-5%
增持
GLW
CORNING INC
+$866.6K
17,503
+1%
减持
NFLX
NETFLIX INC.
-$865.9K
18,054
-35%
减持
PAPR
INNOVATOR ETFS TRUST
-$862.5K
133,368
-15%
增持
TGT
TARGET CORP
+$857.5K
29,517
+6%
减持
DFIC
DIMENSIONAL ETF TRUST
-$850.7K
282,074
-11%
减持
DFAX
DIMENSIONAL ETF TRUST
-$846.5K
180,183
-15%
减持
IWV
ISHARES TR
-$843.8K
49,691
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$830.0K
83,191
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$825.4K
46,685
-6%
减持
IEFA
ISHARES TR
-$800.9K
174,227
-6%
增持
INTU
INTUIT
-$772.8K
3,489
+1%
减持
VB
VANGUARD INDEX FDS
-$748.3K
76,335
-5%
增持
MRK
MERCK & CO INC
+$746.0K
49,228
+0%
增持
TSLA
TESLA INC
-$727.6K
9,851
+1%
减持
BUFF
INNOVATOR ETFS TRUST
-$720.7K
109,606
-11%
减持
DFAS
DIMENSIONAL ETF TRUST
-$719.6K
257,652
-6%
减持
HPQ
HP INC
-$709.3K
185,765
-3%
增持
MA
MASTERCARD INCORPORATED
-$704.2K
10,065
+0%
增持
AVGO
BROADCOM INC
-$659.4K
23,976
+3%
减持
GEV
GE VERNOVA INC
+$648.0K
3,434
-4%
增持
AMZN
AMAZON COM INC
-$643.9K
67,859
+6%
减持
APH
AMPHENOL CORP
-$642.8K
60,768
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$641.6K
21,639
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$627.0K
81,782
-4%
减持
ABT
ABBOTT LABORATORIES
-$580.5K
21,082
-4%
增持
CSX
CSX CORP
+$544.7K
85,390
+5%
建仓
FITB
FIFTH THIRD BANCORP
+$536.3K
11,543
减持
CF
CF INDUSTRIES HOLD
+$520.3K
9,923
-0%
减持
DISV
DIMENSIONAL ETF TRUST
-$520.1K
75,657
-18%
减持
VO
VANGUARD INDEX FDS
-$517.1K
43,109
-3%
清仓
QQQM
INVESCO EXCH TRADED FD TR II
-$507.9K
0
-100%
减持
LQD
ISHARES TR
-$501.3K
4,500
-50%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$500.0K
14,895
+193%
减持
AMD
ADVANCED MICRO DEVICES INC
-$493.7K
2,541
-46%
减持
GLDM
WORLD GOLD TR
+$487.5K
68,436
-0%
清仓
CMA
COMERICA INC
-$462.2K
0
-100%
建仓
—
ASTRAZENECA PLC
+$454.8K
2,306
增持
DHR
DANAHER CORP DEL
-$450.6K
11,537
+0%
增持
V
VISA INC
-$418.6K
8,947
+0%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$413.2K
7,101
-0%
增持
DFIS
DIMENSIONAL ETF TRUST
+$405.2K
289,438
+2%
减持
IJH
ISHARES TR
+$404.9K
476,901
-1%
增持
ADBE
ADOBE INC
-$395.9K
8,568
+21%
减持
SDY
SPDR SERIES TRUST
+$387.0K
76,476
-1%
清仓
GIS
GENERAL MLS INC
-$382.9K
0
-100%
增持
PEP
PEPSICO INC
+$381.7K
31,382
+0%
减持
SYK
STRYKER CORPORATION
-$374.3K
14,676
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$372.6K
65,273
+12%
减持
XLY
SELECT SECTOR SPDR TR
-$372.5K
22,376
-5%
清仓
SCHP
SCHWAB STRATEGIC TR
-$364.3K
0
-100%
增持
SLV
ISHARES SILVER TR
+$362.3K
19,429
+30%
增持
DUK
DUKE ENERGY CORP NEW
+$360.9K
19,428
+4%
减持
URI
UNITED RENTALS INC
-$359.9K
4,416
-0%
减持
LOW
LOWES COS INC
-$348.0K
32,873
-2%
增持
DTE
DTE ENERGY CO
+$342.9K
18,908
+1%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$334.8K
3,715
建仓
SCHD
SCHWAB STRATEGIC TR
+$331.2K
10,794
增持
GOOG
ALPHABET INC
-$329.9K
24,402
+4%
减持
PFEB
INNOVATOR ETFS TRUST
-$328.8K
62,888
-10%
增持
CBRE
CBRE GROUP INC
-$317.8K
15,474
+3%
增持
MUB
ISHARES TR
-$317.5K
633,596
+0%
减持
GE
GE AEROSPACE
-$315.0K
12,770
-0%
增持
STZ
CONSTELLATION BRANDS INC
+$298.6K
13,478
+8%
增持
KO
COCA COLA CO
+$298.0K
43,964
+1%
清仓
—
THOMSON REUTERS CORP
-$294.5K
0
-100%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$291.0K
3,671
减持
INCY
INCYTE CORP
-$276.2K
47,373
-1%
增持
PSX
PHILLIPS 66
+$275.6K
3,697
+20%
减持
SPYM
SPDR SERIES TRUST
-$274.7K
7,039
-31%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$274.0K
21,956
+21%
减持
IXUS
ISHARES TR
+$271.1K
752,870
-2%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$269.8K
31,555
+144%
减持
NEE
NEXTERA ENERGY INC
+$268.5K
22,573
-1%
减持
MPC
MARATHON PETE CORP
+$263.3K
3,545
-4%
减持
XLC
SELECT SECTOR SPDR TR
-$257.6K
16,921
-7%
增持
TSN
TYSON FOODS INC
+$257.4K
32,815
+4%
减持
WFC
WELLS FARGO & CO
-$254.0K
11,145
-9%
减持
MMM
3M CO
-$250.2K
15,157
-1%
减持
—
ALLEGION PLC
-$245.8K
15,020
-2%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$244.6K
4,179
减持
BX
BLACKSTONE INC
-$240.1K
5,078
-5%
建仓
—
ASML HLDG NV
+$239.1K
181
清仓
COIN
COINBASE GLOBAL INC
-$239.0K
0
-100%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$233.4K
192,929
-2%
减持
VYM
VANGUARD WHITEHALL FDS
+$228.8K
81,137
-1%
减持
TFC
TRUIST FINL CORP
-$228.7K
11,807
-25%
减持
VTEB
VANGUARD MUN BD FDS
-$225.9K
199,112
-1%
清仓
EMXC
ISHARES INC
-$225.3K
0
-100%
增持
—
APTIV PLC
-$219.7K
42,584
+2%
