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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 14
增持 51
减持 70
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
DFSD
DIMENSIONAL ETF TRUST
+$8.1M
1,743,198
+11%
增持
MUB
ISHARES TR
+$7.7M
84,619
+856%
减持
DFNM
DIMENSIONAL ETF TRUST
-$7.3M
1,120,278
-10%
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。
减持
VTEB
VANGUARD MUN BD FDS
-$4.7M
952,514
-5%
减持
DFAR
DIMENSIONAL ETF TRUST
-$3.5M
1,668,420
-0%
建仓
VTES
VANGUARD WELLINGTON FD
+$2.8M
28,412
减持
DFAS
DIMENSIONAL ETF TRUST
-$2.4M
958,510
-0%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.3M
2,290,899
+6%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.9M
1,342,944
-3%
增持
AVRE
AMERICAN CENTY ETF TR
+$1.4M
42,473
+754%
减持
DFAT
DIMENSIONAL ETF TRUST
-$1.3M
560,900
-3%
增持
VOO
VANGUARD INDEX FDS
+$769.6K
49,161
+8%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$677.8K
4,950
-70%
增持
AVLV
AMERICAN CENTY ETF TR
+$641.1K
693,436
+3%
增持
BIV
VANGUARD BD INDEX FDS
+$555.1K
11,919
+192%
增持
AVDV
AMERICAN CENTY ETF TR
+$544.9K
351,769
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$500.1K
486,293
+3%
增持
VTIP
VANGUARD MALVERN FDS
+$481.3K
690,056
+2%
减持
VLUE
ISHARES TR
-$465.2K
74,643
-3%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$450.6K
152,726
-1%
减持
VNQ
VANGUARD INDEX FDS
-$404.2K
48,874
-0%
增持
SUB
ISHARES TR
+$404.0K
30,705
+16%
增持
AAPL
APPLE INC
-$393.4K
20,478
+2%
增持
VSS
VANGUARD INTL EQUITY INDEX F
-$389.8K
184,841
+2%
减持
IVV
ISHARES TR
-$376.1K
19,791
-1%
减持
DFAE
DIMENSIONAL ETF TRUST
-$363.7K
335,282
-1%
减持
—
NUTEX HEALTH INC
-$330.5K
300,114
-68%
增持
AVUV
AMERICAN CENTY ETF TR
+$319.5K
415,245
+1%
减持
SCHC
SCHWAB STRATEGIC TR
-$316.3K
187,778
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$267.7K
3,845
+6203%
减持
ISCF
ISHARES TR
-$257.9K
179,317
-1%
减持
AVSC
AMERICAN CENTY ETF TR
-$222.2K
141,803
-0%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$217.1K
639
-81%
减持
TXN
TEXAS INSTRS INC
-$171.7K
6,379
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$158.6K
9,436
-0%
减持
F
FORD MTR CO DEL
-$137.9K
32,067
-10%
增持
COP
CONOCOPHILLIPS
+$136.8K
7,585
+2%
减持
VTV
VANGUARD INDEX FDS
-$131.5K
11,836
-5%
增持
AVEM
AMERICAN CENTY ETF TR
+$128.3K
622,985
+2%
减持
DFUS
DIMENSIONAL ETF TRUST
-$125.0K
45,073
-2%
减持
RTX
RTX CORPORATION
-$118.1K
329
-77%
增持
MSFT
MICROSOFT CORP
-$107.4K
5,489
+2%
减持
AVIV
AMERICAN CENTY ETF TR
-$106.5K
132,593
-1%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$95.9K
38,506
-11%
增持
—
EXXON MOBIL CORP
+$95.4K
8,180
+1%
减持
VB
VANGUARD INDEX FDS
-$93.7K
8,814
-0%
建仓
COWZ
PACER FDS TR
+$91.4K
1,850
建仓
—
ENCORE WIRE CORP
+$91.2K
500
减持
VBR
VANGUARD INDEX FDS
-$85.7K
10,771
-1%
增持
VUG
VANGUARD INDEX FDS
+$70.9K
652
+73%
减持
OMC
OMNICOM GROUP INC
-$66.6K
2,845
-3%
建仓
EWX
SPDR INDEX SHS FDS
+$63.3K
1,183
减持
DLS
WISDOMTREE TR
-$62.3K
21,745
-1%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$57.0K
640
+2270%
增持
OKE
ONEOK INC NEW
+$55.7K
32,478
+0%
增持
DFAC
DIMENSIONAL ETF TRUST
-$52.2K
55,704
+0%
增持
DFIS
DIMENSIONAL ETF TRUST
+$51.7K
3,490
+220%
清仓
VYM
VANGUARD WHITEHALL FDS
-$48.5K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$47.5K
3,346
+2%
增持
TSLA
TESLA INC
+$44.9K
1,143
+24%
增持
VTI
VANGUARD INDEX FDS
-$44.9K
20,719
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$44.4K
969
-23%
增持
MSTR
MICROSTRATEGY INC
+$43.8K
172
+365%
建仓
CALF
PACER FDS TR
+$41.7K
1,000
增持
—
SPOTIFY TECHNOLOGY S A
+$39.2K
264
+2540%
减持
XLK
SELECT SECTOR SPDR TR
-$38.3K
302
-40%
增持
ABBV
ABBVIE INC
+$37.3K
1,876
+4%
减持
VV
VANGUARD INDEX FDS
-$37.2K
538
-23%
减持
VFQY
VANGUARD WELLINGTON FD
-$37.2K
975
-24%
减持
IJS
ISHARES TR
-$35.3K
5,978
-0%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$34.0K
38,601
-8%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$31.4K
13,524
-2%
减持
—
LAM RESEARCH CORP
-$31.2K
142
-24%
清仓
NEM
NEWMONT CORP
-$30.7K
0
-100%
建仓
MLI
MUELLER INDS INC
+$30.1K
400
增持
GOOGL
ALPHABET INC
+$29.2K
1,422
+8%
清仓
—
NUVASIVE INC
-$28.8K
0
-100%
增持
CAT
CATERPILLAR INC
+$28.2K
554
+11%
减持
GE
GENERAL ELECTRIC CO
-$27.4K
1,183
-18%
减持
SBUX
STARBUCKS CORP
-$27.3K
1,267
-12%
建仓
SHV
ISHARES TR
+$27.2K
246
清仓
—
THE NECESSITY RETAIL REIT IN
-$27.0K
0
-100%
建仓
GNL
GLOBAL NET LEASE INC
+$25.8K
2,680
减持
NVDA
NVIDIA CORPORATION
-$25.4K
1,338
-7%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$25.3K
572
减持
BSV
VANGUARD BD INDEX FDS
-$24.0K
40,167
-0%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$23.4K
761
-26%
减持
BND
VANGUARD BD INDEX FDS
-$22.4K
3,487
-5%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$22.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
-$20.1K
2,346
+1%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$19.8K
3,052
-1%
建仓
BWZ
SPDR SER TR
+$18.6K
720
增持
MCD
MCDONALDS CORP
-$17.9K
524
+0%
减持
VO
VANGUARD INDEX FDS
-$17.2K
314
-16%
增持
AJG
GALLAGHER ARTHUR J & CO
+$16.8K
113
+176%
增持
DFIV
DIMENSIONAL ETF TRUST
+$15.5K
1,072,260
+1%
减持
FNV
FRANCO NEV CORP
-$15.3K
17
-86%
增持
SCHX
SCHWAB STRATEGIC TR
-$15.3K
9,585
+0%
增持
T
AT&T INC
-$15.1K
20,375
+1%
增持
IAU
ISHARES GOLD TR
+$14.6K
3,819
+17%
减持
IWD
ISHARES TR
-$13.8K
1,643
-1%
增持
STIP
ISHARES TR
+$13.5K
2,586
+6%
增持
META
META PLATFORMS INC
+$13.4K
103
+69%
减持
—
ROYAL CARIBBEAN GROUP
-$13.4K
387
-18%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$13.1K
369
-7%
增持
SCHB
SCHWAB STRATEGIC TR
+$12.4K
308
+431%
增持
ALKT
ALKAMI TECHNOLOGY INC
+$12.0K
2,075
+32%
减持
TGT
TARGET CORP
-$11.0K
221
-18%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$11.0K
349
-38%
增持
EMR
EMERSON ELEC CO
+$10.7K
1,692
+0%
清仓
URA
GLOBAL X FDS
-$10.5K
0
-100%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$10.5K
394
-14%
建仓
—
BLACKROCK INC
+$10.3K
16
建仓
BCC
BOISE CASCADE CO DEL
+$10.3K
100
减持
IDV
ISHARES TR
-$10.1K
1,647
-17%
减持
GLD
SPDR GOLD TR
-$9.9K
1,214
-1%
清仓
FNDA
SCHWAB STRATEGIC TR
-$9.7K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$9.5K
197
+246%
建仓
—
IROBOT CORP
+$9.5K
250
增持
AXP
AMERICAN EXPRESS CO
-$9.1K
500
+4%
清仓
PRU
PRUDENTIAL FINL INC
-$9.1K
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$9.0K
21,384
+6%
减持
LLY
ELI LILLY & CO
+$8.5K
386
-9%
减持
SOXX
ISHARES TR
-$8.4K
8
-67%
减持
PANW
PALO ALTO NETWORKS INC
-$8.3K
30
-50%
减持
RIVN
RIVIAN AUTOMOTIVE INC
+$7.8K
1,150
-5%
减持
AEM
AGNICO EAGLE MINES LTD
-$7.8K
119
-55%
减持
HYG
ISHARES TR
-$7.5K
375
-20%
减持
SYK
STRYKER CORPORATION
-$7.5K
53
-26%
增持
AMZN
AMAZON COM INC
+$7.4K
3,389
+4%
建仓
KVUE
KENVUE INC
+$7.4K
369
减持
—
ACCENTURE PLC IRELAND
-$7.2K
1,341
-1%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$7.2K
0
-100%
减持
IJR
ISHARES TR
-$7.2K
125
-34%
清仓
PYPL
PAYPAL HLDGS INC
-$7.0K
0
-100%
清仓
—
COMPUTE HEALTH ACQUISITIN CO
-$6.9K
0
-100%
减持
IEP
ICAHN ENTERPRISES LP
-$6.9K
189
-48%
减持
NFLX
NETFLIX INC
-$6.9K
4
-79%
减持
WBD
WARNER BROS DISCOVERY INC
-$6.8K
3,802
-1%
增持
AAL
AMERICAN AIRLS GROUP INC
-$6.6K
1,550
+5%
增持
CL
COLGATE PALMOLIVE CO
-$6.5K
1,140
+0%
清仓
SVAL
ISHARES TR
-$6.4K
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$5.9K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$5.8K
1,008
+0%
清仓
DKS
DICKS SPORTING GOODS INC
-$5.8K
0
-100%
减持
—
MAG SILVER CORP
-$5.7K
155
-77%
清仓
LULU
LULULEMON ATHLETICA INC
-$5.7K
0
-100%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$5.6K
1,753
-5%
减持
—
SILVERCREST METALS INC
-$5.6K
272
-76%
减持
—
SEABRIDGE GOLD INC
-$5.5K
524
-43%
