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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 9
增持 23
减持 82
清仓 36
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$3.1M
46,336
+13%
增持
AVLV
AMERICAN CENTY ETF TR
+$3.0M
468,765
+12%
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.4M
940,849
+2%
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
VTIP
VANGUARD MALVERN FDS
+$2.4M
957,713
+3%
增持
AVEM
AMERICAN CENTY ETF TR
+$2.1M
604,524
+2%
增持
DFAR
DIMENSIONAL ETF TRUST
+$2.0M
1,565,597
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
477,204
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$1.6M
1,088,402
-1%
增持
SUB
ISHARES TR
+$1.5M
16,941
+595%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.5M
181,428
+2%
增持
AVDV
AMERICAN CENTY ETF TR
+$1.2M
345,739
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
380,236
+5%
减持
IVV
ISHARES TR
-$1.0M
20,638
-17%
增持
ET
ENERGY TRANSFER L P
+$852.9K
1,371,879
+0%
减持
—
NUTEX HEALTH INC
-$792.3K
25
-100%
减持
DFAT
DIMENSIONAL ETF TRUST
-$753.7K
592,996
-4%
建仓
BSVO
EA SERIES TRUST
+$711.7K
40,599
增持
SCHX
SCHWAB STRATEGIC TR
+$538.9K
15,740
+220%
减持
AAPL
APPLE INC
+$469.8K
20,197
-8%
减持
SCHC
SCHWAB STRATEGIC TR
+$411.1K
192,576
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
-$383.9K
1,406,051
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$374.1K
10,040
+269%
增持
BSV
VANGUARD BD INDEX FDS
+$361.3K
41,872
+11%
增持
DFUS
DIMENSIONAL ETF TRUST
+$333.3K
48,577
+11%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$329.3K
160,527
-2%
减持
DFAE
DIMENSIONAL ETF TRUST
+$320.8K
341,506
-1%
减持
HON
HONEYWELL INTL INC
-$298.2K
12,262
-1%
减持
VTI
VANGUARD INDEX FDS
+$259.7K
20,127
-0%
减持
AVIV
AMERICAN CENTY ETF TR
+$248.1K
138,842
-3%
减持
VLUE
ISHARES TR
-$235.8K
161,869
-3%
清仓
FNDX
SCHWAB STRATEGIC TR
-$225.1K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$220.7K
674
-59%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$205.0K
14
-98%
增持
SCHA
SCHWAB STRATEGIC TR
+$194.6K
7,420
+158%
减持
SHW
SHERWIN WILLIAMS CO
-$171.2K
13,344
-0%
建仓
STIP
ISHARES TR
+$167.7K
1,690
减持
FNDA
SCHWAB STRATEGIC TR
-$164.8K
193
-95%
建仓
IXUS
ISHARES TR
+$164.0K
2,648
建仓
OBK
ORIGIN BANCORP INC
+$163.7K
5,093
减持
ISCF
ISHARES TR
+$138.2K
182,836
-1%
清仓
MA
MASTERCARD INCORPORATED
-$129.0K
0
-100%
减持
IWF
ISHARES TR
-$127.4K
3,065
-25%
减持
SPY
SPDR S&P 500 ETF TR
+$116.7K
9,980
-4%
减持
XLK
SELECT SECTOR SPDR TR
-$113.4K
544
-65%
减持
GOOGL
ALPHABET INC
-$112.4K
1,201
-55%
减持
HD
HOME DEPOT INC
-$111.5K
1,006
-22%
减持
TXN
TEXAS INSTRS INC
+$101.1K
6,853
-4%
减持
UNH
UNITEDHEALTH GROUP INC
-$99.1K
100
-64%
减持
PFE
PFIZER INC
-$98.5K
7,085
-6%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$95.0K
2,035
清仓
FSCO
FS CREDIT OPPORTUNITIES CORP
-$92.7K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$91.2K
2,541
-7%
减持
AMZN
AMAZON COM INC
-$85.1K
3,096
-36%
减持
CVX
CHEVRON CORP NEW
-$84.2K
3,402
-4%
清仓
FNDF
SCHWAB STRATEGIC TR
-$82.5K
0
-100%
清仓
NEM
NEWMONT CORP
-$82.2K
0
-100%
减持
—
EXXON MOBIL CORP
-$77.8K
8,088
-8%
减持
DLS
WISDOMTREE TR
+$68.7K
25,147
-0%
清仓
ILMN
ILLUMINA INC
-$67.9K
0
-100%
增持
DFAC
DIMENSIONAL ETF TRUST
+$67.2K
55,650
+0%
减持
JPM
JPMORGAN CHASE & CO
-$66.1K
1,472
-23%
减持
V
VISA INC
-$60.5K
102
-75%
减持
PEP
PEPSICO INC
-$57.4K
560
-37%
减持
VTV
VANGUARD INDEX FDS
-$53.9K
12,943
-1%
建仓
SCHR
SCHWAB STRATEGIC TR
+$50.7K
1,005
建仓
KRE
SPDR SER TR
+$50.1K
1,142
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$48.8K
0
-100%
增持
BIV
VANGUARD BD INDEX FDS
+$48.6K
734
+606%
减持
XLF
SELECT SECTOR SPDR TR
-$45.9K
4,063
-21%
减持
VB
VANGUARD INDEX FDS
+$42.9K
8,967
-1%
减持
EFA
ISHARES TR
+$42.2K
7,819
-1%
减持
PG
PROCTER AND GAMBLE CO
-$40.7K
2,422
-8%
减持
LMT
LOCKHEED MARTIN CORP
-$40.1K
18
-82%
减持
ABT
ABBOTT LABS
-$40.1K
651
-33%
减持
TSLA
TESLA INC
+$39.7K
595
-13%
增持
BND
VANGUARD BD INDEX FDS
+$39.7K
4,117
+12%
清仓
CVS
CVS HEALTH CORP
-$39.6K
0
-100%
减持
NFLX
NETFLIX INC
-$39.4K
19
-88%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$39.3K
479
增持
OKE
ONEOK INC NEW
-$39.3K
32,472
+1%
减持
MSFT
MICROSOFT CORP
+$38.7K
5,772
-15%
减持
WMT
WALMART INC
-$38.5K
443
-39%
减持
PYPL
PAYPAL HLDGS INC
-$38.1K
105
-84%
减持
GILD
GILEAD SCIENCES INC
-$37.1K
84
-84%
减持
AVSC
AMERICAN CENTY ETF TR
+$37.0K
137,928
-1%
减持
SHM
SPDR SER TR
-$35.3K
10,470
-8%
清仓
SIVR
ABRDN SILVER ETF TRUST
-$34.1K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$34.1K
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$33.9K
0
-100%
清仓
FISV
FISERV INC
-$33.6K
0
-100%
减持
OMC
OMNICOM GROUP INC
+$33.1K
2,927
-2%
减持
SCZ
ISHARES TR
+$32.5K
11,551
-0%
减持
—
ACCENTURE PLC IRELAND
-$32.4K
1,358
-14%
减持
CRM
SALESFORCE INC
-$32.3K
1
-100%
减持
CSCO
CISCO SYS INC
-$32.1K
688
-52%
减持
VNQ
VANGUARD INDEX FDS
+$30.8K
59,439
-0%
减持
ALL
ALLSTATE CORP
-$30.5K
300
-36%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$30.1K
20,800
-1%
减持
BAC
BANK AMERICA CORP
-$29.7K
356
-70%
清仓
TMUS
T-MOBILE US INC
-$29.7K
0
-100%
清仓
—
BLACK KNIGHT INC
-$29.5K
0
-100%
清仓
ADSK
AUTODESK INC
-$29.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$28.8K
1,256
-16%
建仓
—
NUVASIVE INC
+$28.6K
692
减持
LLY
LILLY ELI & CO
-$28.1K
486
-9%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$28.0K
43,388
-5%
增持
GLD
SPDR GOLD TR
+$27.8K
984
+9%
减持
CL
COLGATE PALMOLIVE CO
-$27.0K
1,134
-20%
减持
MCD
MCDONALDS CORP
-$26.3K
521
-20%
清仓
—
LINDE PLC
-$25.8K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC
-$25.3K
494
-11%
减持
DIS
DISNEY WALT CO
-$24.9K
644
-37%
减持
F
FORD MTR CO DEL
+$24.6K
40,562
-3%
清仓
LOW
LOWES COS INC
-$24.5K
0
-100%
减持
NKE
NIKE INC
-$24.3K
1,166
-18%
减持
GM
GENERAL MTRS CO
-$23.4K
2
-100%
减持
EMR
EMERSON ELEC CO
-$23.1K
1,686
-5%
减持
DE
DEERE & CO
-$23.1K
350
-10%
清仓
METV
LISTED FD TR
-$23.0K
0
-100%
增持
VV
VANGUARD INDEX FDS
+$22.6K
703
+13%
减持
MRK
MERCK & CO INC
-$22.6K
1,308
-10%
清仓
IT
GARTNER INC
-$22.5K
0
-100%
减持
META
META PLATFORMS INC
-$22.5K
61
-79%
清仓
WFC
WELLS FARGO CO NEW
-$21.5K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$20.5K
0
-100%
清仓
MTD
METTLER TOLEDO INTERNATIONAL
-$20.2K
0
-100%
减持
WBD
WARNER BROS DISCOVERY INC
+$20.2K
3,837
-4%
减持
ABNB
AIRBNB INC
-$19.9K
17
-93%
清仓
ISRG
INTUITIVE SURGICAL INC
-$19.4K
0
-100%
清仓
INTU
INTUIT
-$18.7K
0
-100%
清仓
—
BLACKROCK INC
-$18.4K
0
-100%
减持
ADI
ANALOG DEVICES INC
-$18.3K
1
-99%
清仓
NOW
SERVICENOW INC
-$18.2K
0
-100%
减持
DTE
DTE ENERGY CO
-$18.1K
1,835
-2%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$17.9K
0
-100%
清仓
TGNA
TEGNA INC
-$17.6K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
+$17.4K
1,129
-22%
减持
TJX
TJX COS INC NEW
-$17.3K
511
-29%
清仓
ITW
ILLINOIS TOOL WKS INC
-$16.7K
0
-100%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$16.7K
0
-100%
减持
SYK
STRYKER CORPORATION
-$16.7K
100
-46%
清仓
REGN
REGENERON PHARMACEUTICALS
-$16.6K
0
-100%
清仓
PGR
PROGRESSIVE CORP
-$16.5K
0
-100%
清仓
—
AXIS CAP HLDGS LTD
-$16.4K
0
-100%
减持
MPC
MARATHON PETE CORP
+$16.3K
2,475
-9%
清仓
VRSK
VERISK ANALYTICS INC
-$16.2K
0
-100%
减持
SHEL
SHELL PLC
-$16.2K
109
-72%
清仓
—
HORIZON THERAPEUTICS PUB L
-$15.8K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.8K
14,209
-1%
清仓
SCHH
SCHWAB STRATEGIC TR
-$15.5K
0
-100%
