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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 22
增持 80
减持 42
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
BITB
BITWISE BITCOIN ETF TR
+$10.9M
596,382
+11%
增持
VOO
VANGUARD INDEX FDS
+$9.9M
114,747
+7%
增持
AVLV
AMERICAN CENTY ETF TR
+$8.8M
1,196,991
+7%
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
AVUV
AMERICAN CENTY ETF TR
+$8.8M
661,927
+12%
增持
AVLC
AMERICAN CENTY ETF TR
+$7.8M
521,868
+14%
增持
DUHP
DIMENSIONAL ETF TRUST
+$5.4M
1,536,180
+3%
增持
AVEM
AMERICAN CENTY ETF TR
+$5.4M
585,741
+1%
建仓
DFGP
DIMENSIONAL ETF TRUST
+$5.0M
91,965
增持
VTI
VANGUARD INDEX FDS
+$4.7M
37,028
+56%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.7M
696,778
+1%
增持
AVDV
AMERICAN CENTY ETF TR
+$4.4M
440,807
+1%
减持
DFIV
DIMENSIONAL ETF TRUST
+$3.9M
1,184,228
-1%
增持
TSLA
TESLA INC
+$3.1M
31,227
+18%
建仓
BFAM
BRIGHT HORIZONS FAM SOL IN D
+$3.0M
24,235
增持
DFAS
DIMENSIONAL ETF TRUST
+$2.8M
579,714
+2%
增持
MSTR
MICROSTRATEGY INC
+$2.3M
15,972
+12%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.2M
3,037,152
+1%
增持
IVV
ISHARES TR
+$2.1M
20,621
+8%
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.0M
1,298,554
+1%
增持
HOOD
ROBINHOOD MKTS INC
+$2.0M
30,100
+50%
增持
DFAT
DIMENSIONAL ETF TRUST
+$1.6M
498,843
+1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.4M
60,977
+2%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.3M
83,229
-2%
减持
DFSD
DIMENSIONAL ETF TRUST
-$1.3M
2,581,436
-2%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
23,103
+3%
减持
VTES
VANGUARD WELLINGTON FD
-$958.4K
105,511
-9%
减持
VTEB
VANGUARD MUN BD FDS
-$932.3K
867,590
-1%
增持
MSFT
MICROSOFT CORP
+$891.3K
6,363
+5%
增持
MUB
ISHARES TR
+$871.6K
39,144
+28%
减持
SCHC
SCHWAB STRATEGIC TR
+$848.6K
150,367
-3%
减持
DFAE
DIMENSIONAL ETF TRUST
+$832.4K
284,846
-1%
减持
AVMU
AMERICAN CENTY ETF TR
-$787.4K
240,550
-5%
增持
DFAR
DIMENSIONAL ETF TRUST
+$785.4K
1,788,642
+3%
增持
DFNM
DIMENSIONAL ETF TRUST
+$784.9K
821,988
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$757.9K
138,458
-2%
减持
AVIV
AMERICAN CENTY ETF TR
+$610.4K
123,963
-1%
增持
VBR
VANGUARD INDEX FDS
+$603.2K
12,732
+26%
增持
AVSC
AMERICAN CENTY ETF TR
+$591.9K
125,095
+3%
增持
METV
LISTED FDS TR
+$586.0K
1,139
+158%
增持
OKE
ONEOK INC NEW
-$555.5K
31,633
+0%
减持
ISCF
ISHARES TR
+$533.7K
143,139
-4%
清仓
BXMT
BLACKSTONE MTG TR INC
-$480.5K
0
-100%
建仓
LNG
CHENIERE ENERGY INC
+$422.8K
1,736
增持
SCHD
SCHWAB STRATEGIC TR
+$397.3K
15,196
+7733%
增持
PFE
PFIZER INC
+$323.4K
18,120
+296%
减持
SPY
SPDR S&P 500 ETF TR
+$309.3K
5,375
-0%
增持
AAPL
APPLE INC
-$299.3K
25,558
+2%
增持
VTV
VANGUARD INDEX FDS
+$290.6K
12,409
+13%
增持
AMZN
AMAZON COM INC
+$289.5K
6,323
+10%
增持
XLK
SELECT SECTOR SPDR TR
+$284.0K
1,659
+152%
减持
DFUS
DIMENSIONAL ETF TRUST
+$277.6K
54,124
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$263.8K
4,466
+9%
增持
IYW
ISHARES TR
+$255.5K
3,505
+40%
增持
SCHG
SCHWAB STRATEGIC TR
+$241.7K
9,912
+418%
减持
—
MICROSTRATEGY INC
+$227.9K
6,246
-1%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$209.8K
1,238
-74%
减持
COP
CONOCOPHILLIPS
-$208.5K
1,788
-49%
增持
SMMU
PIMCO ETF TR
+$197.8K
13,400
+41%
建仓
OSCR
OSCAR HEALTH INC
+$193.0K
9,000
建仓
XBMEX
BLACKROCK HEALTH SCIENCES TR
+$182.3K
5,000
增持
—
EXXON MOBIL CORP
-$165.7K
17,986
+2%
增持
GLD
SPDR GOLD TR
+$164.0K
2,938
+16%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$161.1K
7,861
+1%
清仓
TXT
TEXTRON INC
-$158.6K
0
-100%
增持
VNQ
VANGUARD INDEX FDS
+$151.6K
49,687
+5%
减持
DLS
WISDOMTREE TR
+$147.8K
16,805
-0%
减持
VTIP
VANGUARD MALVERN FDS
-$146.6K
851,922
-1%
增持
DFAC
DIMENSIONAL ETF TRUST
+$142.7K
49,829
+0%
建仓
BXP
BXP INC
+$141.0K
2,090
增持
JPM
JPMORGAN CHASE & CO.
+$137.7K
2,120
+9%
建仓
MGV
VANGUARD WORLD FD
+$131.2K
1,000
清仓
INVH
INVITATION HOMES INC
-$130.8K
0
-100%
减持
SUB
ISHARES TR
-$127.6K
17,914
-7%
增持
XEFRX
EATON VANCE SR FLTNG RTE TR
+$125.7K
34,919
+44%
增持
—
LYONDELLBASELL INDUSTRIES N
+$122.7K
2,565
+603%
减持
CPT
CAMDEN PPTY TR
-$117.7K
9
-99%
增持
GOOGL
ALPHABET INC
+$116.4K
3,425
+9%
增持
BA
BOEING CO
+$113.6K
717
+233%
建仓
OKLO
OKLO INC
+$112.0K
2,000
建仓
FLO
FLOWERS FOODS INC
+$111.9K
7,000
减持
SCMB
SCHWAB STRATEGIC TR
-$107.0K
209,152
-1%
减持
SHV
ISHARES TR
-$105.1K
723
-57%
建仓
BHP
BHP GROUP LTD
+$101.0K
2,100
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$92.4K
1,692
-3%
建仓
—
TIDAL TR II
+$89.8K
4,051
减持
VB
VANGUARD INDEX FDS
+$87.4K
7,959
-2%
增持
IEFA
ISHARES TR
+$82.9K
2,979
+36%
增持
CAT
CATERPILLAR INC
+$82.2K
707
+21%
增持
HIW
HIGHWOODS PPTYS INC
+$81.4K
3,000
+650%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$79.1K
14,249
+3%
减持
IWF
ISHARES TR
+$78.5K
1,725
-5%
增持
CVX
CHEVRON CORP NEW
-$72.9K
5,280
+7%
建仓
SPYM
SPDR SERIES TRUST
+$72.3K
995
减持
WM
WASTE MGMT INC DEL
-$72.1K
1,056
-22%
建仓
SCHM
SCHWAB STRATEGIC TR
+$71.0K
2,530
建仓
—
CANTOR EQUITY PARTNERS INC
+$68.8K
2,477
增持
NFLX
NETFLIX INC
+$68.4K
104
+37%
增持
ABBV
ABBVIE INC
-$66.7K
3,060
+1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$62.9K
18,713
+3%
建仓
CLS
CELESTICA INC
+$62.4K
400
增持
EQR
EQUITY RESIDENTIAL
+$62.1K
1,751
+123%
增持
EFA
ISHARES TR
+$61.4K
7,988
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$60.9K
26,640
-0%
增持
LMND
LEMONADE INC
+$58.8K
1,700
+240%
减持
PFF
ISHARES TR
-$57.3K
745
-71%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$54.8K
1,075
+2%
增持
IJR
ISHARES TR
+$54.8K
1,112
+74%
减持
SCZ
ISHARES TR
+$51.6K
6,508
-2%
清仓
META
META PLATFORMS INC
-$50.7K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$48.2K
3,177
-22%
减持
AVRE
AMERICAN CENTY ETF TR
+$46.3K
82,555
-1%
减持
VLUE
ISHARES TR
+$43.1K
15,658
-3%
增持
SHW
SHERWIN WILLIAMS CO
-$43.0K
7,494
+0%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$40.1K
466
减持
WMT
WALMART INC
+$38.5K
4,246
-1%
减持
SCHF
SCHWAB STRATEGIC TR
+$38.5K
35,345
-6%
建仓
SPEM
SPDR INDEX SHS FDS
+$37.8K
885
减持
BSV
VANGUARD BD INDEX FDS
-$37.6K
58,247
-1%
增持
QQQ
INVESCO QQQ TR
+$35.6K
192
+28%
减持
EMR
EMERSON ELEC CO
+$34.4K
1,688
-3%
增持
T
AT&T INC
+$32.4K
18,585
+4%
建仓
DGRO
ISHARES TR
+$31.7K
496
增持
AMGN
AMGEN INC
-$31.0K
1,104
+1%
增持
F
FORD MTR CO
+$30.1K
22,041
+6%
增持
COST
COSTCO WHSL CORP NEW
+$29.7K
566
+1%
增持
MCK
MCKESSON CORP
+$29.1K
431
+1%
建仓
IMST
BITWISE FUNDS TRUST
+$28.9K
555
减持
BIV
VANGUARD BD INDEX FDS
-$28.8K
26,550
-2%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$28.7K
5,370
+0%
增持
AXP
AMERICAN EXPRESS CO
+$28.4K
427
+6%
清仓
UDR
UDR INC
-$27.6K
0
-100%
减持
NKE
NIKE INC
-$27.5K
668
-43%
增持
ONDS
ONDAS HLDGS INC
+$26.0K
16,250
+236%
建仓
EOSE
EOS ENERGY ENTERPRISES INC
+$25.6K
5,000
增持
—
EATON CORP PLC
+$25.6K
281
+2%
增持
GLW
CORNING INC
+$25.5K
3,322
+2%
建仓
SPDW
SPDR INDEX SHS FDS
+$25.3K
624
清仓
TSLL
DIREXION SHS ETF TR
-$25.2K
0
-100%
增持
DIS
DISNEY WALT CO
+$24.6K
386
+64%
减持
LLY
ELI LILLY & CO
-$24.5K
500
-0%
增持
—
ROYAL CARIBBEAN GROUP
+$23.6K
218
+0%
减持
SBUX
STARBUCKS CORP
-$23.4K
1,319
-10%
建仓
GAB
GABELLI EQUITY TR INC
+$22.8K
3,917
增持
FLOT
ISHARES TR
+$22.7K
37,785
+1%
增持
HD
HOME DEPOT INC
+$22.6K
1,951
+3%
减持
VUG
VANGUARD INDEX FDS
+$22.0K
666
-9%
增持
BAC
BANK AMERICA CORP
+$21.6K
2,782
+5%
减持
TXN
TEXAS INSTRS INC
+$21.5K
3,643
-11%
增持
CSCO
CISCO SYS INC
+$20.4K
821
+39%
增持
KO
COCA COLA CO
+$19.9K
2,046
+17%
