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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
22Q4 调仓
2022-03-31 → 2022-12-31 · 共 150 项
建仓 13
增持 61
减持 57
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
DFUV
DIMENSIONAL ETF TRUST
+$47.5M
1,417,517
增持
DFAR
DIMENSIONAL ETF TRUST
+$31.0M
1,497,672
+6088%
增持
AVEM
AMERICAN CENTY ETF TR
+$24.1M
592,414
+504%
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
AVLV
AMERICAN CENTY ETF TR
+$20.8M
416,994
+19019%
增持
AVUV
AMERICAN CENTY ETF TR
+$20.7M
362,797
+358%
增持
AVDV
AMERICAN CENTY ETF TR
+$15.9M
343,462
+597%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$15.9M
470,322
+481%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$13.9M
178,666
+396%
增持
DFAS
DIMENSIONAL ETF TRUST
+$12.8M
921,896
+51%
增持
DFIV
DIMENSIONAL ETF TRUST
+$10.3M
1,101,740
+59%
减持
VTIP
VANGUARD MALVERN FDS
-$9.6M
929,704
-10%
增持
IVV
ISHARES TR
+$8.6M
24,755
+1124%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$7.9M
164,621
+2939%
增持
VLUE
ISHARES TR
+$7.8M
167,031
+136%
增持
DFAE
DIMENSIONAL ETF TRUST
+$7.4M
343,537
+5492%
增持
VOO
VANGUARD INDEX FDS
+$6.7M
40,902
+121%
增持
AVIV
AMERICAN CENTY ETF TR
+$6.3M
142,823
+5687%
建仓
AVSC
AMERICAN CENTY ETF TR
+$6.0M
139,474
增持
SCHC
SCHWAB STRATEGIC TR
+$5.7M
193,221
+1850%
增持
ISCF
ISHARES TR
+$5.5M
184,827
+6786%
减持
AAPL
APPLE INC
-$3.5M
22,017
-40%
增持
OKE
ONEOK INC NEW
+$2.1M
32,002
+6300%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.9M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
20,128
+84%
增持
DFUS
DIMENSIONAL ETF TRUST
+$1.3M
43,859
+277%
减持
DLS
WISDOMTREE TR
-$1.1M
25,254
-33%
减持
EFA
ISHARES TR
-$1.1M
7,877
-64%
减持
VTV
VANGUARD INDEX FDS
-$948.6K
13,118
-31%
减持
IWM
ISHARES TR
-$925.8K
1
-100%
建仓
—
NUTEX HEALTH INC
+$792.3K
417,025
减持
SPY
SPDR S&P 500 ETF TR
-$788.2K
10,378
-1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$721.0K
617,565
+9%
减持
SCHF
SCHWAB STRATEGIC TR
-$502.1K
23,376
-32%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$489.8K
14,321
-37%
减持
EFV
ISHARES TR
-$485.7K
6,762
-57%
减持
VB
VANGUARD INDEX FDS
-$449.1K
9,027
-9%
减持
CVX
CHEVRON CORP NEW
-$446.7K
3,562
-47%
减持
IVLU
ISHARES TR
-$406.6K
16
-100%
增持
QQQ
INVESCO QQQ TR
+$368.0K
1,641
+764%
清仓
SBSI
SOUTHSIDE BANCSHARES INC
-$349.0K
0
-100%
清仓
CI
CIGNA CORP NEW
-$341.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$336.4K
6,778
+62%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$328.7K
520
-83%
减持
VBR
VANGUARD INDEX FDS
-$309.1K
10,837
-6%
增持
SHM
SPDR SER TR
+$306.2K
11,349
+136%
增持
F
FORD MTR CO DEL
+$285.5K
41,830
+251%
清仓
GOOG
ALPHABET INC
-$260.0K
0
-100%
增持
HON
HONEYWELL INTL INC
+$255.7K
12,327
+1%
建仓
SUB
ISHARES TR
+$254.1K
2,437
增持
VNQ
VANGUARD INDEX FDS
+$253.0K
59,468
+39%
增持
IWF
ISHARES TR
-$235.9K
4,089
+2%
减持
T
AT&T INC
-$234.3K
20,514
-21%
减持
DFAC
DIMENSIONAL ETF TRUST
-$234.3K
55,632
-3%
减持
VUG
VANGUARD INDEX FDS
-$228.3K
388
-64%
建仓
FNDX
SCHWAB STRATEGIC TR
+$225.1K
4,212
清仓
ISHG
ISHARES TR
-$211.0K
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$204.6K
633
+4421%
建仓
XLK
SELECT SECTOR SPDR TR
+$195.6K
1,572
清仓
PGJ
INVESCO EXCHANGE TRADED FD T
-$181.0K
0
-100%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$176.0K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$170.4K
4,926
+407%
增持
AVRE
AMERICAN CENTY ETF TR
+$165.9K
4,058
+28886%
减持
SHW
SHERWIN WILLIAMS CO
-$165.5K
13,359
-0%
增持
FNDA
SCHWAB STRATEGIC TR
+$164.2K
3,728
+1832%
减持
MCK
MCKESSON CORP
-$162.2K
18
-97%
增持
COST
COSTCO WHSL CORP NEW
+$157.5K
569
+221%
增持
HD
HOME DEPOT INC
+$154.4K
1,293
+52%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$146.4K
21,085
-17%
增持
LLY
LILLY ELI & CO
+$139.0K
533
+172%
增持
GLD
SPDR GOLD TR
+$135.5K
899
+846%
增持
BSV
VANGUARD BD INDEX FDS
+$133.6K
37,747
+9%
减持
—
ACCENTURE PLC IRELAND
-$133.5K
1,576
-4%
减持
SCZ
ISHARES TR
-$126.1K
11,596
-2%
减持
COP
CONOCOPHILLIPS
+$122.5K
7,555
-2%
减持
—
EXXON MOBIL CORP
+$121.7K
8,746
-14%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$119.3K
23
-90%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$119.3K
45,585
-8%
减持
ABBV
ABBVIE INC
-$116.7K
1,858
-28%
减持
META
META PLATFORMS INC
-$114.6K
294
-56%
增持
TSLA
TESLA INC
-$112.2K
680
+274%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$111.1K
3,082
+2982%
增持
MCD
MCDONALDS CORP
+$109.0K
653
+158%
增持
SCHA
SCHWAB STRATEGIC TR
+$101.5K
2,875
+821%
减持
XLF
SELECT SECTOR SPDR TR
-$101.4K
5,163
-29%
增持
DTE
DTE ENERGY CO
+$101.1K
1,864
+108%
减持
VZ
VERIZON COMMUNICATIONS INC
-$99.0K
4,542
-17%
增持
MPC
MARATHON PETE CORP
+$98.4K
2,727
+7%
减持
BLV
VANGUARD BD INDEX FDS
-$94.6K
502
-65%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$92.7K
19,692
增持
TXN
TEXAS INSTRS INC
+$91.6K
7,103
+20%
减持
VFQY
VANGUARD WELLINGTON FD
-$91.2K
1,285
-34%
减持
IJR
ISHARES TR
-$90.9K
223
-78%
增持
CAT
CATERPILLAR INC
+$90.2K
531
+222%
减持
KO
COCA COLA CO
-$85.0K
724
-66%
减持
CSX
CSX CORP
-$84.1K
286
-88%
清仓
BX
BLACKSTONE INC
-$83.0K
0
-100%
减持
IWD
ISHARES TR
-$82.9K
1,702
-17%
减持
IDV
ISHARES TR
-$82.6K
2,225
-51%
建仓
FNDF
SCHWAB STRATEGIC TR
+$82.5K
2,837
建仓
NEM
NEWMONT CORP
+$82.2K
1,741
清仓
EL
LAUDER ESTEE COS INC
-$82.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$81.3K
276
+117%
清仓
DEO
DIAGEO PLC
-$81.0K
0
-100%
减持
IGSB
ISHARES TR
-$80.1K
10,334
-10%
减持
XLE
SELECT SECTOR SPDR TR
-$75.8K
128
-89%
减持
IJS
ISHARES TR
-$75.6K
6,137
-1%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$72.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$71.9K
1,923
+41%
减持
BRO
BROWN & BROWN INC
-$70.8K
443
-67%
增持
PFE
PFIZER INC
+$70.5K
7,563
+23%
减持
IWB
ISHARES TR
-$69.6K
810
-16%
建仓
ILMN
ILLUMINA INC
+$67.9K
336
减持
IQLT
ISHARES TR
-$66.1K
152
-92%
减持
PG
PROCTER AND GAMBLE CO
-$65.1K
2,645
-13%
减持
BND
VANGUARD BD INDEX FDS
-$64.7K
3,679
-11%
增持
WMT
WALMART INC
+$64.7K
731
+180%
增持
PEP
PEPSICO INC
+$64.6K
883
+55%
建仓
GOVT
ISHARES TR
+$64.4K
2,836
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$64.0K
0
-100%
减持
CRM
SALESFORCE INC
-$60.5K
245
-44%
增持
EMR
EMERSON ELEC CO
+$60.0K
1,770
+58%
增持
ALL
ALLSTATE CORP
+$59.7K
470
+1579%
减持
CCJ
CAMECO CORP
-$59.4K
160
-93%
清仓
—
EXCHANGE TRADED CONCEPTS TR
-$59.0K
0
-100%
减持
IWC
ISHARES TR
-$57.9K
2,459
-2%
增持
IAU
ISHARES GOLD TR
+$56.6K
3,225
+117%
清仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$56.0K
0
-100%
清仓
BSCR
INVESCO EXCH TRD SLF IDX FD
-$56.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$56.0K
371
-28%
减持
LQD
ISHARES TR
-$55.6K
336
-55%
减持
ADI
ANALOG DEVICES INC
-$55.5K
113
-75%
清仓
SPYG
SPDR SER TR
-$55.0K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$52.5K
2,718
+71%
增持
GOOGL
ALPHABET INC
-$52.0K
2,686
+2483%
清仓
BSM
BLACK STONE MINERALS L P
-$52.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$51.1K
1,429
+364%
增持
OGS
ONE GAS INC
+$51.0K
819
+555%
清仓
PWB
INVESCO EXCHANGE TRADED FD T
-$51.0K
0
-100%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$50.8K
42,869
-7%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$50.7K
2,406
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$50.5K
1,511
-30%
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$50.4K
1,354
-80%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$50.2K
1,420
-5%
清仓
ANSS
ANSYS INC
-$50.0K
0
-100%
增持
TGT
TARGET CORP
+$49.8K
408
+670%
建仓
VYM
VANGUARD WHITEHALL FDS
+$49.5K
457
增持
MRK
MERCK & CO INC
+$47.8K
1,458
+5%
减持
AGG
ISHARES TR
-$47.4K
408
-50%
增持
INTC
INTEL CORP
-$46.9K
4,619
+36%
增持
IGIB
ISHARES TR
+$45.8K
1,350
+254%
