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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 20
增持 50
减持 70
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
BITB
BITWISE BITCOIN ETF TR
+$6.3M
535,732
+53%
增持
DFIV
DIMENSIONAL ETF TRUST
+$5.2M
1,190,181
+1%
减持
DFAS
DIMENSIONAL ETF TRUST
-$4.3M
570,462
-3%
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
VEA
VANGUARD TAX-MANAGED FDS
+$4.2M
689,310
+7%
增持
DFSD
DIMENSIONAL ETF TRUST
+$3.8M
2,635,580
+2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$3.8M
2,999,957
+1%
增持
TSLA
TESLA INC
-$3.7M
26,441
+1%
增持
VOO
VANGUARD INDEX FDS
+$3.5M
107,663
+12%
增持
AVDV
AMERICAN CENTY ETF TR
+$3.4M
438,265
+5%
增持
DUHP
DIMENSIONAL ETF TRUST
+$3.1M
1,484,568
+9%
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.4M
492,571
-1%
增持
AVLV
AMERICAN CENTY ETF TR
+$2.4M
1,117,274
+6%
增持
VTIP
VANGUARD MALVERN FDS
+$2.2M
861,176
+2%
增持
DFAR
DIMENSIONAL ETF TRUST
+$2.1M
1,732,271
+3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.9M
4,088
-86%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.9M
577,094
+3%
增持
MSTR
MICROSTRATEGY INC
+$1.4M
14,307
+54%
减持
VTES
VANGUARD WELLINGTON FD
-$1.4M
115,487
-11%
增持
AVUV
AMERICAN CENTY ETF TR
-$1.3M
591,380
+8%
减持
—
EXXON MOBIL CORP
-$1.2M
17,696
-43%
减持
AAPL
APPLE INC
-$1.1M
24,954
-6%
减持
MUB
ISHARES TR
-$1.1M
30,521
-24%
清仓
SLQD
ISHARES TR
-$1.1M
0
-100%
减持
DFNM
DIMENSIONAL ETF TRUST
-$927.4K
803,070
-2%
减持
AVSC
AMERICAN CENTY ETF TR
-$896.9K
121,059
-3%
建仓
HOOD
ROBINHOOD MKTS INC
+$836.6K
20,100
减持
SMMU
PIMCO ETF TR
-$780.6K
9,485
-62%
减持
IVV
ISHARES TR
-$780.0K
19,104
-2%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$628.4K
59,697
-1%
减持
NVDA
NVIDIA CORPORATION
-$582.2K
22,358
-0%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$562.4K
0
-100%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$559.0K
85,341
-6%
清仓
NVDU
DIREXION SHS ETF TR
-$556.9K
0
-100%
建仓
—
MICROSTRATEGY INC
+$527.9K
6,284
减持
SCMB
SCHWAB STRATEGIC TR
-$491.4K
211,802
-7%
建仓
BXMT
BLACKSTONE MTG TR INC
+$480.5K
24,023
清仓
EMXC
ISHARES INC
-$475.7K
0
-100%
增持
DFUS
DIMENSIONAL ETF TRUST
+$473.2K
55,386
+23%
减持
AVIV
AMERICAN CENTY ETF TR
+$443.1K
125,343
-2%
减持
MSFT
MICROSOFT CORP
-$384.1K
6,057
-4%
减持
AGQ
PROSHARES TR II
+$351.8K
28,783
-1%
增持
DFAE
DIMENSIONAL ETF TRUST
+$344.2K
286,361
+3%
清仓
VOT
VANGUARD INDEX FDS
-$336.1K
0
-100%
增持
VTI
VANGUARD INDEX FDS
-$326.9K
23,803
+0%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$326.7K
88,930
-1%
减持
PSLV
SPROTT PHYSICAL SILVER TR
+$307.2K
165,624
-1%
增持
AVLC
AMERICAN CENTY ETF TR
+$297.0K
456,265
+6%
增持
VNQ
VANGUARD INDEX FDS
+$294.3K
47,200
+6%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$292.1K
7,761
-28%
减持
QQQ
INVESCO QQQ TR
-$284.5K
150
-78%
减持
AVMU
AMERICAN CENTY ETF TR
-$273.5K
253,990
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$245.0K
876,063
+2%
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$228.3K
1,842
-80%
减持
AMZN
AMAZON COM INC
-$172.8K
5,769
-0%
减持
COP
CONOCOPHILLIPS
-$168.3K
3,513
-35%
减持
DFAC
DIMENSIONAL ETF TRUST
-$166.2K
49,808
-5%
减持
SUB
ISHARES TR
-$161.2K
19,248
-7%
建仓
IWV
ISHARES TR
+$160.1K
504
减持
VB
VANGUARD INDEX FDS
-$151.8K
8,111
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$149.2K
140,937
-4%
增持
GLD
SPDR GOLD TR
+$141.8K
2,539
+4%
建仓
INVH
INVITATION HOMES INC
+$130.8K
3,753
清仓
SPMD
SPDR SER TR
-$124.6K
0
-100%
减持
SCHC
SCHWAB STRATEGIC TR
+$122.7K
154,836
-2%
清仓
—
ENLINK MIDSTREAM LLC
-$119.2K
0
-100%
建仓
CPT
CAMDEN PPTY TR
+$118.8K
971
增持
SPY
SPDR S&P 500 ETF TR
+$116.5K
5,384
+9%
减持
DFUV
DIMENSIONAL ETF TRUST
-$113.7K
1,284,060
-1%
减持
IWF
ISHARES TR
-$104.5K
1,811
-4%
增持
VBR
VANGUARD INDEX FDS
-$103.1K
10,090
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$99.8K
59,040
+1%
减持
T
AT&T INC
+$98.3K
17,872
-0%
增持
GOOGL
ALPHABET INC
-$91.1K
3,151
+3%
减持
DTE
DTE ENERGY CO
-$87.0K
100
-88%
减持
AVRE
AMERICAN CENTY ETF TR
+$83.3K
83,687
-0%
减持
BND
VANGUARD BD INDEX FDS
-$83.3K
5,647
-18%
减持
CVX
CHEVRON CORP NEW
+$83.2K
4,956
-4%
增持
OKE
ONEOK INC NEW
+$82.3K
31,624
+4%
减持
ABBV
ABBVIE INC
+$79.3K
3,029
-3%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$77.9K
4,522
减持
IYW
ISHARES TR
-$73.3K
2,505
-6%
增持
BIV
VANGUARD BD INDEX FDS
+$72.7K
27,193
+1%
建仓
QRVO
QORVO INC
+$72.4K
1,000
减持
IJS
ISHARES TR
-$68.7K
5,944
-0%
清仓
—
ETF OPPORTUNITIES TRUST
-$66.7K
0
-100%
增持
IEFA
ISHARES TR
+$65.3K
2,191
+53%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$65.3K
13,823
-12%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$62.4K
1,711
减持
F
FORD MTR CO
-$62.4K
20,841
-24%
减持
—
ACCENTURE PLC IRELAND
-$61.4K
1,253
-3%
清仓
TELO
TELOMIR PHARMACEUTICALS INC
-$60.2K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$60.0K
650
-38%
减持
ETHW
BITWISE ETHEREUM ETF
-$58.2K
1,067
-65%
减持
IBN
ICICI BANK LIMITED
-$56.8K
34
-98%
增持
PFF
ISHARES TR
+$56.8K
2,610
+250%
建仓
EQR
EQUITY RESIDENTIAL
+$56.1K
784
增持
EFA
ISHARES TR
+$51.9K
7,985
+1%
减持
VLUE
ISHARES TR
-$51.5K
16,218
-4%
减持
IWC
ISHARES TR
-$48.8K
2,428
-0%
减持
SCHF
SCHWAB STRATEGIC TR
+$47.2K
37,546
-0%
减持
PG
PROCTER AND GAMBLE CO
-$45.0K
993
-22%
减持
VZ
VERIZON COMMUNICATIONS INC
-$43.3K
4,094
-29%
增持
HD
HOME DEPOT INC
-$42.2K
1,890
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$40.7K
1,752
+4%
增持
IWB
ISHARES TR
+$39.1K
750
+27%
减持
DTM
DT MIDSTREAM INC
-$38.0K
50
-88%
减持
MDXG
MIMEDX GROUP INC
-$37.2K
1,770
-66%
增持
VIOV
VANGUARD ADMIRAL FDS INC
-$36.7K
4,030
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$36.2K
3,323
-13%
增持
EFV
ISHARES TR
+$35.8K
5,374
+0%
减持
CSCO
CISCO SYS INC
-$35.7K
592
-51%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$34.2K
1,000
增持
LLY
ELI LILLY & CO
+$32.5K
502
+1%
减持
IEMG
ISHARES INC
-$31.8K
1,487
-31%
减持
PEP
PEPSICO INC
-$31.2K
781
-20%
减持
DHR
DANAHER CORPORATION
-$30.4K
489
-14%
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
-$29.8K
1
-93%
建仓
ROKU
ROKU INC
+$29.7K
421
减持
BLK
BLACKROCK INC
-$29.3K
86
-20%
增持
VIOG
VANGUARD ADMIRAL FDS INC
-$28.8K
3,177
+0%
减持
ISCF
ISHARES TR
+$28.7K
148,923
-4%
增持
SCHX
SCHWAB STRATEGIC TR
-$27.7K
26,728
+0%
建仓
UDR
UDR INC
+$27.6K
612
建仓
CBXJ
CALAMOS ETF TR
+$27.5K
1,145
减持
VTV
VANGUARD INDEX FDS
+$26.8K
11,014
-1%
增持
TXN
TEXAS INSTRS INC
-$26.2K
4,089
+1%
增持
AVGE
AMERICAN CENTY ETF TR
+$25.9K
721
+105%
清仓
CMS
CMS ENERGY CORP
-$25.8K
0
-100%
减持
KO
COCA COLA CO
-$25.7K
1,743
-28%
建仓
TSLL
DIREXION SHS ETF TR
+$25.2K
2,650
增持
EFAV
ISHARES TR
+$24.8K
560
+110%
增持
DE
DEERE & CO
+$24.5K
377
+5%
增持
EMR
EMERSON ELEC CO
-$24.5K
1,740
+0%
建仓
HHH
HOWARD HUGHES HOLDINGS INC
+$23.6K
318
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$23.1K
1,251
-33%
减持
XLK
SELECT SECTOR SPDR TR
-$23.0K
659
-4%
减持
MRK
MERCK & CO INC
-$22.8K
601
-22%
建仓
HIMS
HIMS & HERS HEALTH INC
+$22.5K
760
减持
DLS
WISDOMTREE TR
+$22.2K
16,885
-3%
建仓
STWD
STARWOOD PPTY TR INC
+$21.7K
1,100
增持
AVSF
AMERICAN CENTY ETF TR
+$21.7K
3,402
+14%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$21.1K
305
-25%
增持
FLOT
ISHARES TR
+$20.9K
37,319
+1%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$20.5K
1,400
减持
IWD
ISHARES TR
-$20.5K
1,369
-9%
建仓
ONEQ
FIDELITY COMWLTH TR
+$19.7K
290
增持
VOE
VANGUARD INDEX FDS
+$19.7K
3,240
+5%
增持
V
VISA INC
+$19.5K
328
+9%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$18.9K
4,778
+5%
增持
CRM
SALESFORCE INC
-$18.4K
388
+6%
