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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 32
增持 85
减持 27
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VTES
VANGUARD WELLINGTON FD
+$15.8M
183,190
+545%
增持
DFSD
DIMENSIONAL ETF TRUST
+$14.9M
2,037,607
+17%
增持
DFCF
DIMENSIONAL ETF TRUST
+$13.6M
2,502,554
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。
+9%
建仓
AVMU
AMERICAN CENTY ETF TR
+$12.2M
260,940
减持
DFNM
DIMENSIONAL ETF TRUST
-$10.6M
854,405
-24%
增持
DFAS
DIMENSIONAL ETF TRUST
+$8.4M
984,119
+3%
增持
DFAR
DIMENSIONAL ETF TRUST
+$6.6M
1,722,823
+3%
增持
AVUV
AMERICAN CENTY ETF TR
+$6.5M
433,248
+4%
建仓
SCMB
SCHWAB STRATEGIC TR
+$6.3M
120,091
减持
MUB
ISHARES TR
-$5.7M
27,287
-68%
增持
AVLV
AMERICAN CENTY ETF TR
+$5.5M
727,850
+5%
增持
DFUV
DIMENSIONAL ETF TRUST
+$4.4M
1,346,884
+0%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.9M
651,987
+5%
增持
VOO
VANGUARD INDEX FDS
+$3.8M
52,974
+8%
减持
VTEB
VANGUARD MUN BD FDS
-$3.8M
823,350
-14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.5M
516,141
+6%
减持
DFAT
DIMENSIONAL ETF TRUST
+$3.2M
551,464
-2%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.9M
1,102,585
+3%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$2.9M
195,672
+6%
增持
VTIP
VANGUARD MALVERN FDS
+$2.5M
738,742
+7%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.4M
363,955
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$1.7M
4,840
-49%
增持
OKE
ONEOK INC NEW
+$1.6M
51,526
+59%
增持
AVRE
AMERICAN CENTY ETF TR
+$1.4M
70,229
+65%
增持
SHW
SHERWIN WILLIAMS CO
+$1.3M
15,150
+14%
增持
BIV
VANGUARD BD INDEX FDS
+$1.3M
28,214
+137%
增持
IVV
ISHARES TR
+$1.1M
20,004
+1%
减持
AVSC
AMERICAN CENTY ETF TR
+$940.6K
141,367
-0%
增持
AAPL
APPLE INC
+$865.5K
22,706
+11%
增持
BSV
VANGUARD BD INDEX FDS
+$828.8K
49,963
+24%
减持
SUB
ISHARES TR
-$631.7K
23,965
-22%
减持
VNQ
VANGUARD INDEX FDS
+$606.3K
48,712
-0%
增持
VTI
VANGUARD INDEX FDS
+$545.6K
20,852
+1%
增持
AVIV
AMERICAN CENTY ETF TR
+$542.1K
134,527
+1%
增持
MSFT
MICROSOFT CORP
+$497.8K
5,933
+8%
建仓
VUSB
VANGUARD BD INDEX FDS
+$484.1K
9,791
减持
VLUE
ISHARES TR
+$468.5K
71,570
-4%
建仓
AVIG
AMERICAN CENTY ETF TR
+$466.0K
11,140
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$456.2K
149,235
-2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$448.6K
6,116
+857%
减持
SCHC
SCHWAB STRATEGIC TR
+$399.6K
185,024
-1%
减持
DFAE
DIMENSIONAL ETF TRUST
+$387.0K
329,917
-2%
减持
ISCF
ISHARES TR
+$377.5K
176,833
-1%
清仓
SHM
SPDR SER TR
-$331.0K
0
-100%
增持
HON
HONEYWELL INTL INC
+$307.6K
12,269
+0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$302.9K
46,325
+3%
建仓
AVSF
AMERICAN CENTY ETF TR
+$298.1K
6,423
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$270.6K
4,562
增持
T
AT&T INC
+$258.3K
33,632
+65%
增持
VBR
VANGUARD INDEX FDS
+$234.3K
10,847
+1%
增持
VB
VANGUARD INDEX FDS
+$232.4K
8,901
+1%
增持
NVDA
NVIDIA CORPORATION
+$163.3K
1,505
+12%
增持
AMZN
AMAZON COM INC
+$161.4K
3,898
+15%
减持
DFAC
DIMENSIONAL ETF TRUST
+$158.8K
55,361
-1%
增持
—
EXXON MOBIL CORP
-$137.1K
8,249
+1%
减持
VTV
VANGUARD INDEX FDS
+$121.4K
11,733
-1%
增持
GOOGL
ALPHABET INC
+$109.4K
2,115
+49%
增持
—
NUTEX HEALTH INC
+$106.7K
930,282
+210%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$96.4K
1,028
清仓
COWZ
PACER FDS TR
-$91.4K
0
-100%
清仓
—
ENCORE WIRE CORP
-$91.2K
0
-100%
减持
DLS
WISDOMTREE TR
+$90.2K
20,987
-3%
增持
IJS
ISHARES TR
+$83.1K
5,981
+0%
增持
HYG
ISHARES TR
+$79.0K
1,378
+267%
增持
V
VISA INC
+$67.6K
362
+212%
增持
AGG
ISHARES TR
+$65.2K
1,044
+156%
增持
QQQ
INVESCO QQQ TR
+$64.5K
747
+11%
增持
—
ACCENTURE PLC IRELAND
+$61.9K
1,350
+1%
增持
LLY
ELI LILLY & CO
+$56.7K
453
+17%
增持
CVX
CHEVRON CORP NEW
-$54.9K
3,415
+2%
增持
HD
HOME DEPOT INC
+$53.8K
1,085
+2%
建仓
DISV
DIMENSIONAL ETF TRUST
+$52.3K
2,030
增持
JPM
JPMORGAN CHASE & CO
+$51.8K
1,521
+7%
增持
COST
COSTCO WHSL CORP NEW
+$50.6K
497
+1%
减持
DFIS
DIMENSIONAL ETF TRUST
-$50.2K
1,090
-69%
增持
EFA
ISHARES TR
+$49.6K
7,704
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$49.4K
9,476
-1%
增持
PSX
PHILLIPS 66
+$48.0K
3,662
+0%
建仓
BX
BLACKSTONE INC
+$47.5K
363
建仓
JNK
SPDR SER TR
+$47.4K
500
建仓
AVES
AMERICAN CENTY ETF TR
+$47.1K
1,025
增持
WM
WASTE MGMT INC DEL
+$46.4K
1,706
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$45.4K
984
+2%
建仓
INTU
INTUIT
+$45.0K
72
减持
SCHF
SCHWAB STRATEGIC TR
+$44.5K
20,852
-2%
增持
STIP
ISHARES TR
+$43.5K
2,983
+15%
增持
KRE
SPDR SER TR
+$41.7K
1,706
+49%
清仓
CALF
PACER FDS TR
-$41.7K
0
-100%
减持
IYW
ISHARES TR
+$40.7K
2,725
-3%
减持
IAU
ISHARES GOLD TR
-$40.4K
2,389
-37%
增持
IJR
ISHARES TR
+$39.6K
475
+280%
减持
TXN
TEXAS INSTRS INC
+$37.0K
6,168
-3%
减持
IWC
ISHARES TR
+$36.9K
2,439
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$36.4K
165
+65%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$35.5K
3,699
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$35.4K
4,582
+8%
增持
OMC
OMNICOM GROUP INC
+$35.0K
2,854
+0%
建仓
—
ASML HOLDING N V
+$34.1K
45
建仓
WFC
WELLS FARGO CO NEW
+$34.0K
690
增持
PFE
PFIZER INC
-$33.6K
7,735
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$32.6K
1,542
+5%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$32.6K
460
+25%
建仓
ELV
ELEVANCE HEALTH INC
+$32.1K
68
增持
IVLU
ISHARES TR
+$31.6K
1,209
+7456%
增持
NFLX
NETFLIX INC
+$30.6K
66
+1550%
增持
MCD
MCDONALDS CORP
+$30.5K
569
+9%
建仓
MA
MASTERCARD INCORPORATED
+$30.3K
71
清仓
MLI
MUELLER INDS INC
-$30.1K
0
-100%
增持
C
CITIGROUP INC
+$29.6K
598
+1962%
增持
IGIB
ISHARES TR
+$29.0K
1,821
+35%
减持
PG
PROCTER AND GAMBLE CO
-$26.0K
2,290
-8%
增持
SHEL
SHELL PLC
+$25.4K
448
+611%
增持
—
LAM RESEARCH CORP
+$25.4K
146
+3%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$25.3K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$24.9K
3,901
+1%
减持
VUG
VANGUARD INDEX FDS
+$24.5K
650
-0%
增持
AXP
AMERICAN EXPRESS CO
+$23.5K
524
+5%
建仓
SPGI
S&P GLOBAL INC
+$22.5K
51
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$21.3K
15
建仓
TDG
TRANSDIGM GROUP INC
+$21.2K
21
增持
GE
GENERAL ELECTRIC CO
+$21.2K
1,191
+1%
增持
KHC
KRAFT HEINZ CO
+$20.8K
579
+2947%
增持
DTE
DTE ENERGY CO
+$20.6K
1,839
+0%
建仓
—
MEDTRONIC PLC
+$19.9K
242
减持
ALKT
ALKAMI TECHNOLOGY INC
-$19.6K
750
-64%
建仓
ISRG
INTUITIVE SURGICAL INC
+$19.6K
58
增持
—
IROBOT CORP
+$19.6K
750
+200%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$19.5K
709
+9%
建仓
LDOS
LEIDOS HOLDINGS INC
+$19.5K
180
增持
META
META PLATFORMS INC
+$19.3K
142
+38%
减持
EFV
ISHARES TR
+$19.3K
6,366
-0%
建仓
KLAC
KLA CORP
+$19.2K
33
增持
AMGN
AMGEN INC
+$19.0K
890
+1%
建仓
MSCI
MSCI INC
+$18.7K
33
增持
IEMG
ISHARES INC
+$18.7K
431
+553%
增持
COP
CONOCOPHILLIPS
-$18.4K
7,670
+1%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$18.2K
298
增持
ABBV
ABBVIE INC
+$18.1K
1,922
+2%
增持
GM
GENERAL MTRS CO
+$17.9K
500
+24900%
建仓
CMCSA
COMCAST CORP NEW
+$17.8K
405
建仓
BAX
BAXTER INTL INC
+$17.4K
451
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$17.4K
230
增持
NKE
NIKE INC
+$17.2K
1,213
+1%
增持
MU
MICRON TECHNOLOGY INC
+$16.9K
237
+384%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$16.8K
45
+221%
建仓
NVO
NOVO-NORDISK A S
+$16.7K
161
建仓
DG
DOLLAR GEN CORP NEW
+$16.6K
122
增持
VLTO
VERALTO CORP
+$16.5K
200
+11%
建仓
WMB
WILLIAMS COS INC
+$16.3K
467
建仓
NOW
SERVICENOW INC
+$16.3K
23
