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Beaird Harris Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Beaird Harris Wealth Management, LLC
报告期 2026-03-31 · CIK 0001908938
持仓数
686
前50大市值合计
$1.39B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q4
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 6
增持 27
减持 76
清仓 41
方向
标的
Δ市值
现股数(环比)
增持
VLUE
ISHARES TR
+$6.0M
70,761
+474%
增持
VOO
VANGUARD INDEX FDS
+$4.9M
18,549
+188%
增持
AVEM
AMERICAN CENTY ETF TR
+$4.2M
98,072
+287%
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。
增持
VNQ
VANGUARD INDEX FDS
+$3.3M
42,931
+263%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.2M
79,146
+100%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$3.1M
35,991
+246%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.9M
693,182
+12%
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.8M
567,221
-8%
减持
VTIP
VANGUARD MALVERN FDS
-$2.3M
1,035,333
-4%
减持
DFUS
DIMENSIONAL ETF TRUST
-$2.0M
11,620
-77%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.0M
612,538
+14%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.9M
80,904
+106%
减持
SHW
SHERWIN WILLIAMS CO
-$1.4M
13,363
-0%
清仓
BIV
VANGUARD BD INDEX FDS
-$1.3M
0
-100%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.3M
49,272
+77%
减持
VUG
VANGUARD INDEX FDS
-$1.2M
1,082
-77%
减持
SHM
SPDR SER TR
-$1.0M
4,805
-81%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$846.0K
1,496
-82%
减持
VFQY
VANGUARD WELLINGTON FD
-$838.0K
1,946
-77%
减持
MSFT
MICROSOFT CORP
-$754.0K
4,181
-31%
减持
DBC
INVESCO DB COMMDY INDX TRCK
-$742.0K
6,760
-85%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$656.0K
24,202
减持
FNDE
SCHWAB STRATEGIC TR
-$632.0K
1,109
-95%
减持
VTV
VANGUARD INDEX FDS
-$625.0K
18,882
-19%
减持
TSLA
TESLA INC
-$601.0K
182
-76%
减持
GOOGL
ALPHABET INC
-$589.0K
104
-66%
减持
TXN
TEXAS INSTRS INC
-$553.0K
5,897
-32%
减持
IQLT
ISHARES TR
-$532.0K
1,925
-87%
减持
VTEB
VANGUARD MUN BD FDS
-$492.0K
1,593
-85%
清仓
CEF
SPROTT PHYSICAL GOLD & SILVE
-$454.0K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$446.0K
34,170
-22%
减持
DHR
DANAHER CORPORATION
-$444.0K
663
-66%
建仓
PECO
PHILLIPS EDISON & CO INC
+$429.0K
12,478
减持
BND
VANGUARD BD INDEX FDS
-$420.0K
4,140
-53%
减持
IVLU
ISHARES TR
-$417.0K
15,999
-51%
减持
AAPL
APPLE INC
-$417.0K
36,422
-5%
减持
SYK
STRYKER CORPORATION
-$401.0K
100
-94%
减持
UPS
UNITED PARCEL SERVICE INC
-$386.0K
445
-80%
减持
ISHG
ISHARES TR
-$382.0K
2,802
-63%
减持
VB
VANGUARD INDEX FDS
-$367.0K
9,911
-9%
减持
BSV
VANGUARD BD INDEX FDS
-$362.0K
34,759
-8%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$358.0K
0
-100%
减持
PEP
PEPSICO INC
-$348.0K
570
-78%
减持
CSCO
CISCO SYS INC
-$348.0K
308
-95%
减持
JNJ
JOHNSON & JOHNSON
-$307.0K
2,616
-42%
减持
EMR
EMERSON ELEC CO
-$305.0K
1,122
-75%
清仓
APD
AIR PRODS & CHEMS INC
-$304.0K
0
-100%
减持
CVS
CVS HEALTH CORP
-$301.0K
79
-97%
减持
WMT
WALMART INC
-$290.0K
261
-89%
减持
DIS
DISNEY WALT CO
-$257.0K
494
-76%
减持
HON
HONEYWELL INTL INC
-$254.0K
12,262
-3%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$252.0K
527
-90%
减持
UNP
UNION PAC CORP
-$243.0K
35
-97%
减持
DLS
WISDOMTREE TR
-$242.0K
37,871
-2%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$241.0K
430
-74%
清仓
TFC
TRUIST FINL CORP
-$240.0K
0
-100%
减持
PFF
ISHARES TR
-$240.0K
996
-86%
清仓
CFR
CULLEN FROST BANKERS INC
-$240.0K
0
-100%
增持
COP
CONOCOPHILLIPS
+$224.0K
7,691
+2%
清仓
CVCO
CAVCO INDS INC DEL
-$222.0K
0
-100%
清仓
VUSB
VANGUARD BD INDEX FDS
-$216.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$199.0K
3,093
-31%
减持
—
MEDTRONIC PLC
-$198.0K
118
-94%
减持
T
AT&T INC
-$195.0K
25,903
-21%
减持
TXT
TEXTRON INC
-$195.0K
646
-79%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$161.0K
6,143
清仓
HRI
HERC HLDGS INC
-$157.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$156.0K
10,931
-0%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$149.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$148.0K
1,644
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$143.0K
22,723
-6%
减持
IWF
ISHARES TR
-$141.0K
4,004
-2%
减持
BLV
VANGUARD BD INDEX FDS
-$136.0K
1,425
-45%
减持
EFA
ISHARES TR
-$135.0K
22,124
-1%
清仓
GS
GOLDMAN SACHS GROUP INC
-$134.0K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$128.0K
5,417
+81%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$126.0K
49,571
+12%
清仓
WTRG
ESSENTIAL UTILS INC
-$125.0K
0
-100%
减持
INTC
INTEL CORP
-$118.0K
3,408
-39%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$114.0K
0
-100%
减持
SCZ
ISHARES TR
-$114.0K
11,776
-4%
清仓
GPC
GENUINE PARTS CO
-$112.0K
0
-100%
减持
HD
HOME DEPOT INC
-$110.0K
849
-3%
减持
—
EXXON MOBIL CORP
-$109.0K
10,202
-34%
清仓
PBA
PEMBINA PIPELINE CORP
-$108.0K
0
-100%
增持
IJR
ISHARES TR
+$102.0K
1,035
+1147%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$97.0K
5,272
-19%
清仓
LEN/B
LENNAR CORP
-$97.0K
0
-100%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$97.0K
19
-99%
建仓
BRO
BROWN & BROWN INC
+$96.0K
1,332
清仓
GRC
GORMAN RUPP CO
-$95.0K
0
-100%
清仓
AYI
ACUITY BRANDS INC
-$94.0K
0
-100%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$94.0K
46,019
+19%
建仓
ISCF
ISHARES TR
+$92.0K
2,684
增持
SPY
SPDR S&P 500 ETF TR
+$92.0K
10,532
+7%
减持
SCHC
SCHWAB STRATEGIC TR
-$91.0K
9,909
-13%
清仓
MLI
MUELLER INDS INC
-$89.0K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$87.0K
675
-73%
清仓
BAX
BAXTER INTL INC
-$86.0K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$84.0K
1,142
+1976%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$84.0K
2,172
+300%
减持
AMZN
AMAZON COM INC
-$83.0K
135
-14%
减持
SBUX
STARBUCKS CORP
-$81.0K
1,500
-19%
减持
BAC
BK OF AMERICA CORP
-$81.0K
504
-78%
减持
GIS
GENERAL MLS INC
-$81.0K
192
-86%
增持
DFAC
DIMENSIONAL ETF TRUST
-$80.0K
57,479
+0%
增持
EFV
ISHARES TR
+$80.0K
15,833
+11%
清仓
STWD
STARWOOD PPTY TR INC
-$79.0K
0
-100%
清仓
NFG
NATIONAL FUEL GAS CO
-$77.0K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$76.0K
0
-100%
建仓
CMS
CMS ENERGY CORP
+$76.0K
1,088
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$75.0K
1,120
-50%
清仓
GFF
GRIFFON CORP
-$75.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$74.0K
253
-51%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$70.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$69.0K
6,671
-23%
增持
ABBV
ABBVIE INC
+$69.0K
2,575
+0%
增持
IVV
ISHARES TR
+$67.0K
2,023
+13%
减持
AXP
AMERICAN EXPRESS CO
-$67.0K
602
-45%
减持
PG
PROCTER AND GAMBLE CO
-$67.0K
3,051
-6%
清仓
MATW
MATTHEWS INTL CORP
-$66.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$65.0K
190
+1627%
减持
WM
WASTE MGMT INC DEL
-$65.0K
1,700
-15%
清仓
ES
EVERSOURCE ENERGY
-$64.0K
0
-100%
减持
WY
WEYERHAEUSER CO MTN BE
-$63.0K
47
-97%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$62.0K
0
-100%
增持
MPC
MARATHON PETE CORP
+$61.0K
2,556
+3%
减持
PFE
PFIZER INC
-$60.0K
6,131
-4%
清仓
NTRS
NORTHERN TR CORP
-$60.0K
0
-100%
清仓
VCR
VANGUARD WORLD FDS
-$60.0K
0
-100%
清仓
BCE
BCE INC
-$60.0K
0
-100%
清仓
AIR
AAR CORP
-$59.0K
0
-100%
减持
F
FORD MTR CO DEL
-$58.0K
11,903
-5%
减持
—
INTERPUBLIC GROUP COS INC
-$57.0K
262
-85%
清仓
AROC
ARCHROCK INC
-$57.0K
0
-100%
清仓
AZZ
AZZ INC
-$55.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$55.0K
1,362
+26%
减持
MPLX
MPLX LP
-$54.0K
170
-92%
减持
PICK
ISHARES INC
-$53.0K
830
-63%
清仓
RHP
RYMAN HOSPITALITY PPTYS INC
-$52.0K
0
-100%
清仓
—
CRANE CO
-$51.0K
0
-100%
增持
META
META PLATFORMS INC
-$50.0K
675
+13%
清仓
ALB
ALBEMARLE CORP
-$50.0K
0
-100%
清仓
—
PARAMOUNT GLOBAL
-$50.0K
0
-100%
清仓
ABR
ARBOR REALTY TRUST INC
-$49.0K
0
-100%
清仓
EVRG
EVERGY INC
-$48.0K
0
-100%
减持
STT
STATE STR CORP
-$47.0K
60
-89%
减持
EL
LAUDER ESTEE COS INC
-$47.0K
300
-14%
清仓
DCO
DUCOMMUN INC DEL
-$47.0K
0
-100%
增持
IJS
ISHARES TR
+$47.0K
6,214
+10%
