小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 20
增持 58
减持 57
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
ET
ENERGY TRANSFER L P
-$22.2M
1,332
-100%
增持
DFCF
DIMENSIONAL ETF TRUST
+$9.7M
2,896,132
+4%
增持
DUHP
DIMENSIONAL ETF TRUST
+$8.7M
1,255,102
+18%
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
+$8.7M
89,093
+16%
增持
AVLV
AMERICAN CENTY ETF TR
+$7.8M
997,567
+8%
增持
DFSD
DIMENSIONAL ETF TRUST
+$7.4M
2,489,092
+5%
增持
TSLA
TESLA INC
+$6.4M
25,949
+1090%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.8M
515,592
+6%
增持
AVLC
AMERICAN CENTY ETF TR
+$5.6M
402,073
+21%
减持
DFAR
DIMENSIONAL ETF TRUST
+$4.6M
1,626,622
-3%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.5M
1,087,484
+6%
增持
BITB
BITWISE BITCOIN ETF TR
+$4.4M
211,994
+136%
增持
VTEB
VANGUARD MUN BD FDS
+$3.8M
949,499
+6%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.5M
392,592
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.4M
578,473
+5%
减持
DFUV
DIMENSIONAL ETF TRUST
+$2.9M
1,311,972
-0%
减持
HON
HONEYWELL INTL INC
-$2.6M
269
-98%
增持
VTIP
VANGUARD MALVERN FDS
+$1.9M
829,871
+3%
建仓
FLOT
ISHARES TR
+$1.9M
36,362
减持
AVEM
AMERICAN CENTY ETF TR
+$1.5M
536,683
-1%
减持
DFAT
DIMENSIONAL ETF TRUST
+$1.4M
505,664
-2%
建仓
SMMU
PIMCO ETF TR
+$1.3M
26,281
建仓
GSEW
GOLDMAN SACHS ETF TR
+$1.2M
15,824
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
31,085
+1736%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
23,589
+13%
建仓
SLQD
ISHARES TR
+$1.1M
21,655
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$1.1M
5,700
+2900%
增持
VNQ
VANGUARD INDEX FDS
+$1.0M
44,939
+12%
增持
XLK
SELECT SECTOR SPDR TR
+$933.8K
5,548
+294%
增持
DFNM
DIMENSIONAL ETF TRUST
+$922.2K
853,154
+1%
清仓
TTC
TORO CO
-$904.7K
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$892.0K
7,492
-40%
增持
VO
VANGUARD INDEX FDS
+$834.8K
3,452
+999%
增持
IVV
ISHARES TR
+$822.5K
19,105
+3%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$819.9K
93,167
-13%
增持
XLF
SELECT SECTOR SPDR TR
+$754.4K
20,332
+400%
减持
COP
CONOCOPHILLIPS
-$720.4K
1,429
-81%
增持
NVDA
NVIDIA CORPORATION
+$660.3K
23,263
+33%
减持
OKE
ONEOK INC NEW
-$658.4K
30,577
-28%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$623.0K
8,762
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$602.8K
0
-100%
建仓
XLC
SELECT SECTOR SPDR TR
+$572.1K
6,329
建仓
NVDU
DIREXION SHS ETF TR
+$556.5K
5,950
减持
—
EXXON MOBIL CORP
-$542.1K
29,891
-15%
建仓
XLI
SELECT SECTOR SPDR TR
+$540.7K
3,992
增持
XLY
SELECT SECTOR SPDR TR
+$529.4K
2,672
+7997%
增持
EMXC
ISHARES INC
+$519.2K
8,534
+21782%
增持
VOE
VANGUARD INDEX FDS
+$514.9K
3,075
+76775%
减持
MSFT
MICROSOFT CORP
-$504.6K
6,768
-11%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$494.6K
142,462
-1%
减持
AVRE
AMERICAN CENTY ETF TR
+$492.8K
84,178
-0%
减持
VTES
VANGUARD WELLINGTON FD
-$489.1K
170,579
-4%
减持
DFAS
DIMENSIONAL ETF TRUST
-$483.0K
610,947
-8%
减持
AVSC
AMERICAN CENTY ETF TR
+$469.9K
125,864
-1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$463.8K
53,569
+12%
减持
AVIV
AMERICAN CENTY ETF TR
+$445.2K
128,919
-0%
清仓
MPC
MARATHON PETE CORP
-$429.4K
0
-100%
减持
PSX
PHILLIPS 66
-$419.9K
734
-80%
清仓
PECO
PHILLIPS EDISON & CO INC
-$408.2K
0
-100%
建仓
VIOG
VANGUARD ADMIRAL FDS INC
+$377.3K
3,150
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$367.5K
3,974
减持
T
AT&T INC
-$363.5K
14,903
-59%
建仓
VOT
VANGUARD INDEX FDS
+$321.9K
1,322
增持
BIV
VANGUARD BD INDEX FDS
+$316.1K
25,484
+14%
减持
AVMU
AMERICAN CENTY ETF TR
-$315.7K
262,586
-4%
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$314.4K
2,906
减持
AMZN
AMAZON COM INC
-$312.3K
4,038
-27%
减持
SCHD
SCHWAB STRATEGIC TR
-$298.0K
64
-98%
建仓
XEFRX
EATON VANCE SR FLTNG RTE TR
+$295.8K
23,203
减持
ISCF
ISHARES TR
+$286.8K
156,020
-4%
减持
CI
THE CIGNA GROUP
-$265.2K
583
-59%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$257.8K
14,624
+45%
减持
SCHC
SCHWAB STRATEGIC TR
+$252.3K
158,849
-4%
增持
MSTR
MICROSTRATEGY INC
+$252.0K
4,640
+1105%
减持
AAPL
APPLE INC
+$247.0K
22,747
-5%
建仓
ETHE
GRAYSCALE ETHEREUM TR ETH
+$239.2K
10,928
清仓
IONS
IONIS PHARMACEUTICALS INC
-$238.3K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$236.0K
4,191
-23%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$235.3K
10,779
-26%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$230.3K
2,871
+86%
减持
PG
PROCTER AND GAMBLE CO
-$212.4K
1,182
-53%
减持
SO
SOUTHERN CO
-$208.4K
655
-81%
增持
MCK
MCKESSON CORP
+$207.0K
426
+7000%
减持
—
DUPONT DE NEMOURS INC
-$206.7K
121
-96%
增持
BSV
VANGUARD BD INDEX FDS
+$205.6K
51,683
+3%
增持
DFUS
DIMENSIONAL ETF TRUST
+$189.1K
45,123
+1%
增持
ABBV
ABBVIE INC
+$186.7K
2,732
+33%
增持
XLE
SELECT SECTOR SPDR TR
+$186.7K
2,379
+875%
减持
GE
GE AEROSPACE
-$184.7K
114
-91%
减持
VZ
VERIZON COMMUNICATIONS INC
-$172.1K
2,547
-63%
增持
CRM
SALESFORCE INC
+$171.3K
661
+1639%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$170.9K
56,668
+4%
减持
DFAE
DIMENSIONAL ETF TRUST
+$168.9K
281,790
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$167.9K
4,718
-11%
建仓
—
GRAYSCALE ETHEREUM MINI TR E
+$161.3K
66,123
增持
WMT
WALMART INC
+$160.9K
4,278
+57%
减持
DUK
DUKE ENERGY CORP NEW
-$160.2K
239
-87%
增持
SHV
ISHARES TR
+$158.0K
1,674
+580%
减持
VBR
VANGUARD INDEX FDS
+$157.0K
10,078
-1%
清仓
OBK
ORIGIN BANCORP INC
-$156.7K
0
-100%
建仓
—
TIDAL TR II
+$148.0K
5,102
增持
GLD
SPDR GOLD TR
+$147.0K
2,051
+25%
减持
VTV
VANGUARD INDEX FDS
+$146.5K
11,120
-1%
减持
CTVA
CORTEVA INC
-$138.7K
98
-96%
减持
DOW
DOW INC
-$136.5K
248
-91%
减持
RTX
RTX CORPORATION
-$135.6K
309
-82%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$132.9K
101,636
+9%
清仓
HTH
HILLTOP HOLDINGS INC
-$132.1K
0
-100%
减持
F
FORD MTR CO
-$128.9K
27,612
-18%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$125.0K
224
+796%
减持
TXN
TEXAS INSTRS INC
-$114.7K
4,533
-16%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$113.0K
9,831
+11%
增持
MUB
ISHARES TR
+$111.4K
42,654
+1%
清仓
HYG
ISHARES TR
-$109.0K
0
-100%
减持
—
LAM RESEARCH CORP
-$106.7K
11
-90%
增持
UNH
UNITEDHEALTH GROUP INC
+$102.7K
287
+124%
减持
DTE
DTE ENERGY CO
-$96.5K
835
-54%
建仓
TWST
TWIST BIOSCIENCE CORP
+$94.9K
2,100
增持
SUB
ISHARES TR
+$91.5K
20,879
+3%
减持
HD
HOME DEPOT INC
+$89.4K
1,745
-3%
减持
JPM
JPMORGAN CHASE & CO.
-$87.7K
1,604
-24%
增持
CSX
CSX CORP
+$85.5K
2,512
+6689%
增持
GLW
CORNING INC
+$85.4K
3,259
+105%
减持
LLY
ELI LILLY & CO
-$82.8K
430
-16%
减持
DFAC
DIMENSIONAL ETF TRUST
+$80.8K
52,838
-2%
清仓
—
MARATHON OIL CORP
-$80.5K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$78.7K
1,062
-32%
增持
KO
COCA COLA CO
+$75.8K
2,409
+58%
减持
NEE
NEXTERA ENERGY INC
-$72.6K
1,192
-51%
增持
SHOP
SHOPIFY INC
+$71.9K
1,000
+700%
清仓
SDY
SPDR SER TR
-$71.5K
0
-100%
建仓
NUTX
NUTEX HEALTH INC
+$69.4K
3,200
增持
IJS
ISHARES TR
+$68.5K
5,859
+1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$68.2K
39
-94%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$66.9K
0
-100%
减持
PFE
PFIZER INC
-$66.1K
3,752
-40%
建仓
—
GRAYSCALE BITCOIN MINI TR BT
+$65.2K
11,579
减持
MCD
MCDONALDS CORP
-$64.8K
311
-50%
增持
CSCO
CISCO SYS INC
+$64.7K
1,831
+166%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$64.6K
2,205
-48%
减持
METV
LISTED FD TR
-$64.1K
89
-61%
增持
LMT
LOCKHEED MARTIN CORP
+$62.9K
148
+196%
增持
NVS
NOVARTIS AG
+$61.3K
704
+281%
增持
C
CITIGROUP INC
+$59.7K
1,560
+160%
清仓
INTC
INTEL CORP
-$55.5K
0
-100%
建仓
LH
LABCORP HOLDINGS INC
+$55.4K
248
清仓
GEV
GE VERNOVA INC
-$51.8K
0
-100%
清仓
XEL
XCEL ENERGY INC
-$51.5K
0
-100%
增持
IEFA
ISHARES TR
+$51.1K
1,429
+72%
清仓
GNR
SPDR INDEX SHS FDS
-$50.3K
0
-100%
