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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 16
增持 75
减持 52
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
DFSD
DIMENSIONAL ETF TRUST
+$9.9M
2,246,576
+10%
增持
AVLV
AMERICAN CENTY ETF TR
+$7.1M
764,689
+5%
减持
DFUV
DIMENSIONAL ETF TRUST
+$4.6M
1,338,540
-1%
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
VOO
VANGUARD INDEX FDS
+$4.5M
57,567
+9%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.5M
1,153,842
+5%
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.3M
1,010,248
+3%
增持
DFCF
DIMENSIONAL ETF TRUST
+$4.1M
2,625,985
+5%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.2M
688,868
+6%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.0M
446,845
+3%
增持
VTEB
VANGUARD MUN BD FDS
+$2.8M
886,412
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.7M
546,022
+6%
增持
VTIP
VANGUARD MALVERN FDS
+$2.4M
782,616
+6%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.3M
380,058
+4%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.5M
205,285
+5%
增持
DFAR
DIMENSIONAL ETF TRUST
+$1.3M
1,811,017
+5%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.3M
27,795
+462%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$1.0M
16,133
减持
DFNM
DIMENSIONAL ETF TRUST
-$994.3K
841,191
-2%
增持
BSV
VANGUARD BD INDEX FDS
+$961.7K
62,735
+26%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$891.1K
14,358
建仓
TTC
TORO CO
+$887.9K
9,690
减持
DFAT
DIMENSIONAL ETF TRUST
+$863.5K
546,052
-1%
增持
OKE
ONEOK INC NEW
+$593.8K
52,538
+2%
减持
NVDA
NVIDIA CORPORATION
+$577.6K
1,464
-3%
减持
AAPL
APPLE INC
-$518.3K
22,471
-1%
增持
VTI
VANGUARD INDEX FDS
+$486.2K
20,904
+0%
增持
AVIV
AMERICAN CENTY ETF TR
+$434.7K
136,097
+1%
减持
IVV
ISHARES TR
+$357.6K
18,854
-6%
减持
SHW
SHERWIN WILLIAMS CO
-$330.9K
12,652
-16%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$330.1K
148,477
-1%
增持
AVRE
AMERICAN CENTY ETF TR
+$308.9K
79,246
+13%
增持
HD
HOME DEPOT INC
+$297.5K
1,756
+62%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$285.9K
9,500
减持
MSFT
MICROSOFT CORP
+$252.6K
5,903
-1%
减持
SUB
ISHARES TR
-$230.9K
21,920
-9%
减持
VNQ
VANGUARD INDEX FDS
-$229.7K
47,116
-3%
增持
DFAE
DIMENSIONAL ETF TRUST
+$222.3K
330,770
+0%
减持
VTES
VANGUARD WELLINGTON FD
-$217.9K
182,318
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$214.1K
4,807
-1%
增持
—
EXXON MOBIL CORP
+$203.4K
8,845
+7%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$175.4K
8,353
+37%
增持
LOW
LOWES COS INC
+$172.5K
693
+3750%
增持
CVX
CHEVRON CORP NEW
+$168.9K
4,300
+26%
增持
TXT
TEXTRON INC
+$158.6K
2,195
+240%
增持
BIV
VANGUARD BD INDEX FDS
+$157.5K
30,670
+9%
建仓
IBIT
ISHARES BITCOIN TR
+$149.2K
3,687
减持
AVMU
AMERICAN CENTY ETF TR
-$137.5K
259,698
-0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$127.2K
44,371
-4%
增持
LLY
ELI LILLY & CO
+$125.7K
501
+11%
减持
DFAC
DIMENSIONAL ETF TRUST
+$125.1K
54,565
-1%
增持
TRV
TRAVELERS COMPANIES INC
+$115.2K
503
+16667%
增持
AVIG
AMERICAN CENTY ETF TR
+$109.2K
13,944
+25%
建仓
BITB
BITWISE BITCOIN ETF TR
+$107.2K
2,770
减持
VTV
VANGUARD INDEX FDS
+$98.7K
11,376
-3%
减持
MSTR
MICROSTRATEGY INC
+$97.6K
121
-30%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$96.4K
0
-100%
减持
INTC
INTEL CORP
-$95.4K
1,175
-60%
建仓
BLV
VANGUARD BD INDEX FDS
+$95.4K
1,319
减持
—
NUTEX HEALTH INC
-$92.6K
780,076
-16%
增持
COP
CONOCOPHILLIPS
+$91.2K
7,711
+1%
增持
ABBV
ABBVIE INC
+$87.0K
2,113
+10%
减持
VB
VANGUARD INDEX FDS
+$85.0K
8,679
-2%
增持
NEE
NEXTERA ENERGY INC
+$84.4K
2,544
+98%
增持
—
BLACKROCK INC
+$83.7K
116
+625%
减持
VBR
VANGUARD INDEX FDS
+$81.2K
10,597
-2%
增持
PG
PROCTER AND GAMBLE CO
+$75.7K
2,535
+11%
增持
JPM
JPMORGAN CHASE & CO
+$75.4K
1,668
+10%
增持
JNJ
JOHNSON & JOHNSON
+$73.9K
2,778
+19%
清仓
TDIV
FIRST TR EXCHANGE-TRADED FD
-$71.8K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$66.7K
740
+62%
减持
AMZN
AMAZON COM INC
+$63.4K
3,635
-7%
增持
TSLA
TESLA INC
-$61.3K
1,360
+12%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$60.5K
11,586
-13%
减持
SCHC
SCHWAB STRATEGIC TR
+$59.0K
181,969
-2%
增持
OGS
ONE GAS INC
+$57.7K
1,704
+108%
增持
PEP
PEPSICO INC
+$55.7K
901
+50%
增持
BAC
BANK AMERICA CORP
+$52.5K
1,657
+440%
建仓
ES
EVERSOURCE ENERGY
+$50.8K
850
增持
GLW
CORNING INC
+$49.7K
1,602
+1471%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$49.5K
1,543
+0%
增持
T
AT&T INC
+$49.4K
34,872
+4%
减持
PFE
PFIZER INC
-$48.0K
6,297
-19%
增持
AMD
ADVANCED MICRO DEVICES INC
+$47.9K
1,069
+9%
增持
CAT
CATERPILLAR INC
+$47.5K
583
+4%
增持
COST
COSTCO WHSL CORP NEW
+$47.0K
512
+3%
增持
KO
COCA COLA CO
+$46.8K
1,399
+112%
减持
TXN
TEXAS INSTRS INC
-$45.6K
5,774
-6%
增持
PM
PHILIP MORRIS INTL INC
+$41.3K
596
+323%
增持
EFA
ISHARES TR
+$39.7K
7,766
+1%
建仓
IWR
ISHARES TR
+$39.6K
471
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$38.2K
660
增持
METV
LISTED FD TR
+$38.0K
108
+163%
建仓
URA
GLOBAL X FDS
+$37.0K
1,283
增持
WMT
WALMART INC
+$36.3K
1,883
+285%
增持
F
FORD MTR CO DEL
+$36.1K
32,552
+0%
增持
—
LAM RESEARCH CORP
+$34.3K
153
+5%
增持
GOOGL
ALPHABET INC
+$34.2K
2,184
+3%
减持
EFV
ISHARES TR
-$33.7K
5,478
-14%
减持
ALL
ALLSTATE CORP
-$33.4K
49
-84%
增持
IAU
ISHARES GOLD TR
+$33.4K
3,014
+26%
减持
AVES
AMERICAN CENTY ETF TR
-$32.7K
305
-70%
增持
HSY
HERSHEY CO
+$32.2K
289
+124%
建仓
IEFA
ISHARES TR
+$32.1K
433
减持
V
VISA INC
-$32.0K
223
-38%
增持
DISV
DIMENSIONAL ETF TRUST
+$31.7K
3,092
+52%
减持
IVLU
ISHARES TR
-$31.6K
16
-99%
减持
IWF
ISHARES TR
+$31.3K
2,030
-6%
增持
CTVA
CORTEVA INC
+$30.8K
2,679
+4%
增持
RTX
RTX CORPORATION
+$29.9K
710
+52%
减持
SCHF
SCHWAB STRATEGIC TR
+$29.7K
20,513
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$28.5K
4,797
+5%
增持
EMR
EMERSON ELEC CO
+$27.6K
1,699
+0%
减持
AVSC
AMERICAN CENTY ETF TR
+$27.5K
138,383
-2%
增持
SO
SOUTHERN CO
+$26.6K
3,198
+11%
减持
INTU
INTUIT
-$26.2K
29
-60%
建仓
IWV
ISHARES TR
+$24.3K
81
建仓
TELO
TELOMIR PHARMACEUTICALS INC
+$24.1K
4,673
增持
USB
US BANCORP DEL
+$23.4K
1,270
+65%
减持
—
IROBOT CORP
-$23.3K
650
-13%
建仓
UCO
PROSHARES TR II
+$23.2K
704
增持
DUK
DUKE ENERGY CORP NEW
+$22.6K
1,873
+15%
增持
ABT
ABBOTT LABS
+$22.4K
863
+25%
减持
UNH
UNITEDHEALTH GROUP INC
-$21.6K
132
-20%
减持
BA
BOEING CO
-$20.9K
212
-11%
减持
KHC
KRAFT HEINZ CO
-$20.7K
19
-97%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$20.6K
65
+364%
减持
AGG
ISHARES TR
-$19.6K
858
-18%
建仓
—
GIGACLOUD TECHNOLOGY INC
+$19.2K
717
增持
SCHD
SCHWAB STRATEGIC TR
+$17.6K
3,902
+0%
清仓
BAX
BAXTER INTL INC
-$17.4K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$17.4K
3,757
+8%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$16.9K
4,333
-5%
减持
AXP
AMERICAN EXPRESS CO
+$16.9K
505
-4%
减持
WM
WASTE MGMT INC DEL
-$16.7K
1,355
-21%
减持
CSCO
CISCO SYS INC
-$16.1K
723
-30%
清仓
—
LABORATORY CORP AMER HLDGS
-$15.7K
0
-100%
减持
—
ASML HOLDING N V
-$15.6K
19
-58%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$15.5K
1,405
-20%
增持
MARA
MARATHON DIGITAL HOLDINGS IN
+$15.2K
1,269
+121%
减持
NOW
SERVICENOW INC
-$14.7K
2
-91%
增持
AAL
AMERICAN AIRLS GROUP INC
+$14.7K
2,345
+51%
增持
VV
VANGUARD INDEX FDS
+$14.5K
479
+4%
减持
GLD
SPDR GOLD TR
+$14.4K
1,198
-1%
减持
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$14.3K
61
-80%
清仓
DKNG
DRAFTKINGS INC NEW
-$14.1K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$14.0K
0
-100%
清仓
ROST
ROSS STORES INC
-$14.0K
0
-100%
减持
TDG
TRANSDIGM GROUP INC
-$13.9K
6
-71%
减持
BP
BP PLC
-$13.8K
1,776
-22%
增持
DOW
DOW INC
+$13.7K
2,698
+4%
