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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 24
增持 63
减持 58
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
DUHP
DIMENSIONAL ETF TRUST
+$34.0M
1,063,655
减持
DFAS
DIMENSIONAL ETF TRUST
-$22.9M
667,594
-34%
建仓
AVLC
AMERICAN CENTY ETF TR
+$20.9M
333,250
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
VSS
VANGUARD INTL EQUITY INDEX F
-$11.4M
106,862
-48%
增持
VOO
VANGUARD INDEX FDS
+$10.7M
76,699
+33%
增持
AVLV
AMERICAN CENTY ETF TR
+$8.8M
921,672
+21%
减持
AVEM
AMERICAN CENTY ETF TR
-$6.7M
543,628
-21%
增持
DFSD
DIMENSIONAL ETF TRUST
+$5.8M
2,371,759
+6%
减持
DFIV
DIMENSIONAL ETF TRUST
-$5.4M
1,028,275
-11%
减持
VLUE
ISHARES TR
-$5.4M
18,180
-73%
增持
DFCF
DIMENSIONAL ETF TRUST
+$5.2M
2,778,192
+6%
减持
DFAR
DIMENSIONAL ETF TRUST
-$3.4M
1,677,775
-7%
增持
—
EXXON MOBIL CORP
+$3.0M
35,145
+297%
减持
DFUV
DIMENSIONAL ETF TRUST
-$3.0M
1,318,462
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.9M
516,159
-5%
增持
BITB
BITWISE BITCOIN ETF TR
+$2.8M
89,949
+3147%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.8M
486,512
+9%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.6M
47,863
+233%
增持
MUB
ISHARES TR
+$1.6M
42,441
+55%
增持
VTIP
VANGUARD MALVERN FDS
+$1.5M
803,679
+3%
增持
AAPL
APPLE INC
+$1.2M
23,992
+7%
减持
BSV
VANGUARD BD INDEX FDS
-$948.5K
50,344
-20%
增持
MSFT
MICROSOFT CORP
+$933.0K
7,644
+29%
减持
AVSC
AMERICAN CENTY ETF TR
-$916.5K
126,813
-8%
增持
NVDA
NVIDIA CORPORATION
+$841.8K
17,523
+1097%
减持
OKE
ONEOK INC NEW
-$767.1K
42,242
-20%
减持
AVDV
AMERICAN CENTY ETF TR
-$763.6K
373,627
-2%
减持
VNQ
VANGUARD INDEX FDS
-$708.4K
40,187
-15%
减持
SCHC
SCHWAB STRATEGIC TR
-$646.4K
164,928
-9%
减持
SHW
SHERWIN WILLIAMS CO
-$643.0K
12,570
-1%
减持
BIV
VANGUARD BD INDEX FDS
-$631.4K
22,448
-27%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$627.9K
93,572
+158%
减持
DFAE
DIMENSIONAL ETF TRUST
-$621.6K
292,038
-12%
减持
VTES
VANGUARD WELLINGTON FD
-$570.2K
177,768
-2%
减持
AVIV
AMERICAN CENTY ETF TR
-$567.9K
129,523
-5%
增持
AVMU
AMERICAN CENTY ETF TR
+$546.1K
273,988
+6%
减持
ISCF
ISHARES TR
-$467.7K
161,741
-6%
建仓
CI
THE CIGNA GROUP
+$467.1K
1,413
增持
AMZN
AMAZON COM INC
+$409.0K
5,509
+52%
增持
SPY
SPDR S&P 500 ETF TR
+$360.4K
5,283
+10%
增持
MSTR
MICROSTRATEGY INC
+$324.1K
385
+218%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$317.9K
54,487
+42%
减持
IVV
ISHARES TR
+$285.5K
18,635
-1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$274.8K
23,095
-17%
增持
XLK
SELECT SECTOR SPDR TR
+$255.9K
1,409
+367%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$254.1K
549,166
+1%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$239.5K
14,644
-9%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$227.7K
144,620
-3%
减持
VB
VANGUARD INDEX FDS
-$200.6K
8,179
-6%
减持
DLS
WISDOMTREE TR
-$198.5K
18,144
-12%
增持
TSLA
TESLA INC
+$192.5K
2,181
+60%
增持
CVX
CHEVRON CORP NEW
+$174.9K
5,454
+27%
减持
SUB
ISHARES TR
-$170.1K
20,331
-7%
减持
VBR
VANGUARD INDEX FDS
-$166.9K
10,226
-4%
减持
AVSF
AMERICAN CENTY ETF TR
-$159.8K
2,977
-54%
减持
VTI
VANGUARD INDEX FDS
+$133.5K
20,808
-0%
建仓
HAS
HASBRO INC
+$128.7K
2,200
增持
AVRE
AMERICAN CENTY ETF TR
+$124.9K
84,313
+6%
减持
COP
CONOCOPHILLIPS
-$110.6K
7,614
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$108.8K
2,594
+293%
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$107.7K
2,051
增持
GOOGL
ALPHABET INC
+$106.9K
2,397
+10%
增持
GLD
SPDR GOLD TR
+$105.1K
1,635
+36%
增持
RTX
RTX CORPORATION
+$103.8K
1,723
+143%
增持
VTEB
VANGUARD MUN BD FDS
-$102.9K
893,027
+1%
建仓
OVL
LISTED FD TR
+$97.8K
2,219
建仓
IMTM
ISHARES TR
+$97.3K
2,516
增持
COST
COSTCO WHSL CORP NEW
+$96.2K
554
+8%
清仓
BLV
VANGUARD BD INDEX FDS
-$95.4K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$92.0K
776
增持
JPM
JPMORGAN CHASE & CO.
+$91.8K
2,106
+26%
增持
DFUS
DIMENSIONAL ETF TRUST
+$89.3K
44,478
+0%
增持
QUAL
ISHARES TR
+$87.3K
542
+1594%
增持
MTUM
ISHARES TR
+$86.0K
574
+316%
增持
VZ
VERIZON COMMUNICATIONS INC
+$85.2K
6,946
+45%
减持
PSX
PHILLIPS 66
-$81.8K
3,658
-0%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$81.2K
2,414
增持
QQQ
INVESCO QQQ TR
+$79.9K
859
+15%
增持
T
AT&T INC
+$77.6K
36,178
+4%
清仓
—
NUTEX HEALTH INC
-$74.8K
0
-100%
增持
LLY
ELI LILLY & CO
+$73.9K
512
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$72.5K
1,236
+67%
增持
IWF
ISHARES TR
+$72.3K
2,076
+2%
增持
WMT
WALMART INC
+$71.2K
2,726
+45%
减持
AVIG
AMERICAN CENTY ETF TR
-$69.7K
12,396
-11%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$66.9K
125
增持
METV
LISTED FD TR
+$62.6K
228
+111%
建仓
AGQ
PROSHARES TR II
+$61.6K
1,662
建仓
QUS
SPDR SER TR
+$61.6K
418
增持
AMD
ADVANCED MICRO DEVICES INC
+$60.0K
1,559
+46%
减持
KRE
SPDR SER TR
-$58.0K
784
-59%
减持
VTV
VANGUARD INDEX FDS
-$58.0K
11,189
-2%
增持
HD
HOME DEPOT INC
-$56.1K
1,794
+2%
建仓
QQQE
DIREXION SHS ETF TR
+$55.4K
624
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$54.5K
36
-95%
建仓
IQDG
WISDOMTREE TR
+$53.4K
1,440
减持
IJS
ISHARES TR
-$52.5K
5,780
-3%
建仓
GEV
GE VERNOVA INC
+$51.8K
302
减持
AXP
AMERICAN EXPRESS CO
-$51.8K
273
-46%
建仓
GNR
SPDR INDEX SHS FDS
+$50.3K
900
建仓
IJH
ISHARES TR
+$49.2K
840
建仓
SCHG
SCHWAB STRATEGIC TR
+$48.2K
478
减持
SCHF
SCHWAB STRATEGIC TR
-$47.6K
19,595
-4%
增持
TELO
TELOMIR PHARMACEUTICALS INC
+$46.3K
14,623
+213%
增持
IYW
ISHARES TR
+$45.5K
2,748
+1%
减持
TXN
TEXAS INSTRS INC
+$45.2K
5,403
-6%
建仓
BILS
SPDR SER TR
+$44.9K
452
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$42.0K
10,100
-13%
减持
SCZ
ISHARES TR
-$40.1K
6,888
-6%
建仓
MLPA
GLOBAL X FDS
+$39.8K
821
清仓
IWR
ISHARES TR
-$39.6K
0
-100%
增持
ROKU
ROKU INC
+$38.4K
662
+3210%
增持
BA
BOEING CO
+$38.1K
434
+105%
增持
SO
SOUTHERN CO
+$38.1K
3,449
+8%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$37.8K
8,887
+6%
增持
NFLX
NETFLIX INC
+$37.8K
96
+113%
增持
DFNM
DIMENSIONAL ETF TRUST
+$37.0K
847,601
+1%
减持
JNJ
JOHNSON & JOHNSON
-$34.4K
2,772
-0%
减持
—
LAM RESEARCH CORP
-$33.0K
109
-29%
建仓
VGT
VANGUARD WORLD FD
+$32.9K
57
减持
ABBV
ABBVIE INC
-$32.0K
2,057
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$31.0K
1,693
+228%
建仓
USMV
ISHARES TR
+$29.3K
349
减持
—
WALGREENS BOOTS ALLIANCE INC
-$29.2K
3,029
-0%
减持
BND
VANGUARD BD INDEX FDS
-$28.7K
3,389
-10%
增持
IEFA
ISHARES TR
+$28.3K
832
+92%
减持
NKE
NIKE INC
-$27.9K
1,214
-4%
增持
SHEL
SHELL PLC
+$25.2K
715
+81%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$24.6K
2,010
+1357%
减持
MSCI
MSCI INC
-$24.3K
1
-98%
增持
LOW
LOWES COS INC
-$23.6K
694
+0%
清仓
UCO
PROSHARES TR II
-$23.2K
0
-100%
增持
—
CAPRI HOLDINGS LIMITED
+$22.5K
694
+6840%
建仓
TKR
TIMKEN CO
+$22.3K
278
清仓
—
CALLON PETE CO DEL
-$21.9K
0
-100%
减持
URA
GLOBAL X FDS
-$21.6K
533
-58%
减持
OGS
ONE GAS INC
-$21.5K
1,385
-19%
减持
EFA
ISHARES TR
-$21.2K
7,648
-2%
减持
SBUX
STARBUCKS CORP
-$21.1K
1,288
-3%
减持
OMC
OMNICOM GROUP INC
-$21.0K
2,845
-0%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$20.8K
1,837
-35%
增持
WMB
WILLIAMS COS INC
+$20.2K
765
+141%
减持
META
META PLATFORMS INC
-$20.1K
97
-32%
减持
DE
DEERE & CO
-$19.5K
360
-4%
增持
XLV
SELECT SECTOR SPDR TR
+$19.2K
148
+825%
建仓
PATH
UIPATH INC
+$19.0K
1,500
增持
—
ASTRAZENECA PLC
+$19.0K
1,852
+0%
增持
WFC
WELLS FARGO CO NEW
+$18.9K
865
+54%
增持
MRNA
MODERNA INC
+$17.7K
185
+363%
减持
DVY
ISHARES TR
-$17.3K
117
-54%
