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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 17
增持 67
减持 53
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
BITB
BITWISE BITCOIN ETF TR
+$10.5M
349,802
+65%
减持
VTEB
VANGUARD MUN BD FDS
-$5.3M
862,263
-9%
增持
AVLV
AMERICAN CENTY ETF TR
+$4.8M
1,055,799
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。
+6%
增持
VOO
VANGUARD INDEX FDS
+$4.8M
96,160
+8%
减持
VTES
VANGUARD WELLINGTON FD
-$4.3M
129,899
-24%
增持
TSLA
TESLA INC
+$3.8M
26,205
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.4M
547,456
+6%
增持
DUHP
DIMENSIONAL ETF TRUST
+$3.3M
1,364,296
+9%
增持
DFCF
DIMENSIONAL ETF TRUST
-$2.7M
2,966,163
+2%
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.6M
2,590,708
+4%
增持
DFAR
DIMENSIONAL ETF TRUST
-$2.6M
1,681,171
+3%
增持
AVLC
AMERICAN CENTY ETF TR
+$2.5M
429,240
+7%
减持
DFNM
DIMENSIONAL ETF TRUST
-$2.3M
819,122
-4%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$2.0M
60,368
+13%
增持
MSTR
MICROSTRATEGY INC
+$1.9M
9,300
+100%
增持
AVEM
AMERICAN CENTY ETF TR
-$1.8M
558,885
+4%
减持
DFUV
DIMENSIONAL ETF TRUST
-$1.7M
1,295,939
-1%
增持
AAPL
APPLE INC
+$1.4M
26,638
+17%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$1.3M
91,059
-2%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.3M
589,596
-3%
清仓
GSEW
GOLDMAN SACHS ETF TR
-$1.2M
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$1.1M
684
-88%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
29,725
-4%
增持
AGQ
PROSHARES TR II
+$909.6K
29,012
+1646%
减持
XLF
SELECT SECTOR SPDR TR
-$725.1K
4,063
-80%
减持
SCHC
SCHWAB STRATEGIC TR
-$687.6K
158,253
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$664.7K
18,538
+89%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$658.1K
90,018
+59%
减持
DFAE
DIMENSIONAL ETF TRUST
-$654.2K
278,663
-1%
减持
AVIV
AMERICAN CENTY ETF TR
-$576.1K
128,349
-0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$575.0K
146,317
+3%
清仓
XLC
SELECT SECTOR SPDR TR
-$572.1K
0
-100%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$551.9K
167,253
+65%
清仓
XLI
SELECT SECTOR SPDR TR
-$540.7K
0
-100%
增持
AVDV
AMERICAN CENTY ETF TR
-$538.8K
418,034
+6%
减持
XLY
SELECT SECTOR SPDR TR
-$528.0K
33
-99%
增持
AMZN
AMAZON COM INC
+$518.1K
5,791
+43%
减持
ISCF
ISHARES TR
-$512.6K
154,494
-1%
减持
AVMU
AMERICAN CENTY ETF TR
-$498.3K
256,367
-2%
增持
IVV
ISHARES TR
+$494.5K
19,560
+2%
增持
BSV
VANGUARD BD INDEX FDS
+$455.0K
58,521
+13%
减持
AVRE
AMERICAN CENTY ETF TR
-$452.1K
83,875
-0%
增持
SCMB
SCHWAB STRATEGIC TR
-$443.5K
228,382
+90%
减持
VNQ
VANGUARD INDEX FDS
-$398.8K
44,670
-1%
增持
COP
CONOCOPHILLIPS
+$386.8K
5,417
+279%
减持
MUB
ISHARES TR
-$360.9K
40,099
-6%
减持
DFAT
DIMENSIONAL ETF TRUST
-$339.7K
499,289
-1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$269.3K
1,174,766
+8%
减持
OKE
ONEOK INC NEW
+$268.9K
30,432
-0%
减持
MSFT
MICROSOFT CORP
-$254.1K
6,306
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$240.2K
643,859
+11%
增持
BND
VANGUARD BD INDEX FDS
+$230.4K
6,927
+94%
减持
XLE
SELECT SECTOR SPDR TR
-$205.2K
44
-98%
增持
VTI
VANGUARD INDEX FDS
+$189.5K
23,701
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$188.4K
4,940
+5%
增持
METV
LISTED FD TR
+$185.6K
404
+354%
减持
NVDA
NVIDIA CORPORATION
+$180.2K
22,379
-4%
减持
TXN
TEXAS INSTRS INC
-$175.4K
4,058
-10%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$167.0K
1,679
-42%
清仓
—
GRAYSCALE ETHEREUM MINI TR E
-$161.3K
0
-100%
增持
—
EXXON MOBIL CORP
-$160.8K
31,078
+4%
清仓
HAS
HASBRO INC
-$159.1K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$153.9K
2,053
+28%
增持
CVX
CHEVRON CORP NEW
+$128.6K
5,149
+23%
建仓
SPMD
SPDR SER TR
+$124.6K
2,278
增持
GOOGL
ALPHABET INC
+$120.1K
3,056
+11%
减持
—
TIDAL TR II
-$119.0K
825
-84%
减持
VLUE
ISHARES TR
-$117.5K
16,865
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$114.6K
5,727
+125%
建仓
BLK
BLACKROCK INC
+$110.7K
108
清仓
—
BLACKROCK INC
-$102.5K
0
-100%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$102.5K
5,337
-6%
增持
VTIP
VANGUARD MALVERN FDS
-$102.1K
843,016
+2%
清仓
TWST
TWIST BIOSCIENCE CORP
-$94.9K
0
-100%
增持
DLS
WISDOMTREE TR
-$93.7K
17,351
+1%
增持
GLD
SPDR GOLD TR
+$91.3K
2,436
+19%
增持
IVW
ISHARES TR
+$88.3K
1,619
+104%
减持
MRK
MERCK & CO INC
-$84.7K
772
-46%
清仓
SHOP
SHOPIFY INC
-$80.1K
0
-100%
增持
T
AT&T INC
+$79.3K
17,881
+20%
减持
UNH
UNITEDHEALTH GROUP INC
-$79.3K
175
-39%
增持
IEMG
ISHARES INC
+$76.4K
2,145
+246%
减持
SMMU
PIMCO ETF TR
-$72.2K
25,181
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$71.5K
1,655
+288%
增持
AGG
ISHARES TR
+$69.1K
1,590
+90%
增持
DVY
ISHARES TR
+$68.5K
642
+449%
增持
SCHF
SCHWAB STRATEGIC TR
-$68.1K
37,590
+102%
建仓
—
ETF OPPORTUNITIES TRUST
+$66.7K
8,770
减持
NVS
NOVARTIS AG
-$66.6K
148
-79%
减持
VTV
VANGUARD INDEX FDS
-$65.5K
11,080
-0%
清仓
—
GRAYSCALE BITCOIN MINI TR BT
-$65.2K
0
-100%
增持
RIVN
RIVIAN AUTOMOTIVE INC
+$64.4K
5,330
+819%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$60.6K
8,861
+1%
增持
MMM
3M CO
+$60.2K
1,022
+95%
减持
CRM
SALESFORCE INC
-$58.2K
367
-44%
减持
OMC
OMNICOM GROUP INC
-$57.8K
2,747
-3%
减持
C
CITIGROUP INC
-$57.6K
569
-64%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$57.5K
1,204
+28%
清仓
LH
LABCORP HOLDINGS INC
-$55.4K
0
-100%
减持
OGS
ONE GAS INC
-$55.1K
586
-54%
增持
ETHW
BITWISE ETHEREUM ETF
+$52.4K
3,013
+182%
减持
LMT
LOCKHEED MARTIN CORP
-$51.0K
73
-51%
减持
SCZ
ISHARES TR
-$50.6K
6,633
-1%
减持
LDOS
LEIDOS HOLDINGS INC
-$50.4K
180
-62%
建仓
EVRG
EVERGY INC
+$48.8K
793
减持
—
LINDE PLC
-$48.6K
15
-87%
减持
AMD
ADVANCED MICRO DEVICES INC
-$47.4K
1,050
-1%
减持
MRVL
MARVELL TECHNOLOGY INC
-$47.4K
28
-96%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$47.0K
1,500
减持
JNJ
JOHNSON & JOHNSON
-$46.9K
2,478
-1%
建仓
BIZD
VANECK ETF TRUST
+$46.7K
2,809
增持
EMXC
ISHARES INC
-$45.8K
8,579
+1%
增持
BX
BLACKSTONE INC
+$45.2K
531
+75%
减持
CI
THE CIGNA GROUP
-$44.6K
570
-2%
增持
KMI
KINDER MORGAN INC DEL
+$44.4K
2,095
+257%
清仓
IUSB
ISHARES TR
-$44.4K
0
-100%
增持
BAC
BANK AMERICA CORP
+$44.1K
2,605
+47%
减持
EFV
ISHARES TR
-$43.2K
5,355
-5%
减持
AVSC
AMERICAN CENTY ETF TR
-$43.0K
124,286
-1%
增持
AXP
AMERICAN EXPRESS CO
+$42.6K
401
+42%
减持
SLQD
ISHARES TR
-$41.0K
21,132
-2%
减持
VBR
VANGUARD INDEX FDS
-$40.7K
10,005
-1%
建仓
KHC
KRAFT HEINZ CO
+$40.1K
1,306
减持
HON
HONEYWELL INTL INC
-$40.0K
69
-74%
增持
PANW
PALO ALTO NETWORKS INC
+$39.8K
354
+392%
增持
MS
MORGAN STANLEY
+$39.7K
330
+1841%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$37.6K
2,210
+0%
增持
EFA
ISHARES TR
-$36.8K
7,945
+4%
建仓
TRGP
TARGA RES CORP
+$35.9K
201
清仓
IIPR
INNOVATIVE INDL PPTYS INC
-$35.3K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$35.2K
694
-13%
建仓
VFC
V F CORP
+$35.1K
1,636
建仓
CMI
CUMMINS INC
+$34.2K
98
建仓
NI
NISOURCE INC
+$34.1K
928
建仓
AFL
AFLAC INC
+$34.0K
329
增持
WFC
WELLS FARGO CO NEW
+$33.9K
1,124
+41%
建仓
CMCSA
COMCAST CORP NEW
+$33.0K
880
清仓
VPU
VANGUARD WORLD FD
-$31.5K
0
-100%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$31.4K
3,364
减持
VFQY
VANGUARD WELLINGTON FD
-$31.2K
664
-24%
增持
RTX
RTX CORPORATION
+$30.5K
587
+90%
建仓
TSN
TYSON FOODS INC
+$29.8K
518
增持
COST
COSTCO WHSL CORP NEW
+$29.1K
561
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$28.8K
523
+119%
增持
FLOT
ISHARES TR
+$28.3K
37,033
+2%
减持
NUTX
NUTEX HEALTH INC
-$28.2K
1,300
-59%
增持
—
DUPONT DE NEMOURS INC
+$28.1K
510
+321%
建仓
LRCX
LAM RESEARCH CORP
+$28.0K
388
增持
HD
HOME DEPOT INC
+$28.0K
1,889
+8%
建仓
CPAY
CORPAY INC
+$27.8K
82
