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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 6
增持 84
减持 48
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
DFSD
DIMENSIONAL ETF TRUST
+$18.6M
2,956,759
+15%
增持
VOO
VANGUARD INDEX FDS
+$16.9M
134,048
+17%
减持
DFAR
DIMENSIONAL ETF TRUST
-$16.2M
1,079,686
-40%
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
DUHP
DIMENSIONAL ETF TRUST
+$15.4M
1,853,805
+21%
增持
AVLV
AMERICAN CENTY ETF TR
+$11.3M
1,286,875
+8%
减持
VTIP
VANGUARD MALVERN FDS
-$10.8M
633,092
-26%
增持
DFGP
DIMENSIONAL ETF TRUST
+$10.4M
277,207
+201%
增持
AVUV
AMERICAN CENTY ETF TR
+$9.9M
705,596
+7%
增持
AVLC
AMERICAN CENTY ETF TR
+$8.8M
600,224
+15%
增持
DFCF
DIMENSIONAL ETF TRUST
+$6.5M
3,154,360
+4%
增持
BITB
BITWISE BITCOIN ETF TR
+$5.3M
646,513
+8%
减持
AVDV
AMERICAN CENTY ETF TR
+$4.2M
439,978
-0%
增持
AVEM
AMERICAN CENTY ETF TR
+$4.1M
588,841
+1%
增持
DFIV
DIMENSIONAL ETF TRUST
+$4.0M
1,185,998
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$3.8M
926,283
+7%
减持
TSLA
TESLA INC
+$3.8M
30,901
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.3M
717,676
+3%
减持
VNQ
VANGUARD INDEX FDS
-$2.4M
22,175
-55%
减持
DFUV
DIMENSIONAL ETF TRUST
+$2.3M
1,280,572
-1%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.2M
500,864
+0%
减持
DFAS
DIMENSIONAL ETF TRUST
+$1.8M
565,746
-2%
增持
HOOD
ROBINHOOD MKTS INC
+$1.5M
30,413
+1%
增持
AAPL
APPLE INC
+$1.5M
26,413
+3%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
26,939
+17%
增持
MSTR
STRATEGY INC
-$1.2M
16,192
+1%
增持
DFNM
DIMENSIONAL ETF TRUST
+$1.1M
836,330
+2%
减持
AVMU
AMERICAN CENTY ETF TR
-$1.1M
211,835
-12%
增持
VTI
VANGUARD INDEX FDS
+$934.1K
37,139
+0%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$630.6K
63,739
+5%
减持
IVV
ISHARES TR
+$611.9K
20,044
-3%
减持
DFAE
DIMENSIONAL ETF TRUST
+$604.1K
280,697
-1%
减持
AVSC
AMERICAN CENTY ETF TR
+$574.3K
122,716
-2%
减持
AVIV
AMERICAN CENTY ETF TR
+$558.4K
122,676
-1%
增持
BSV
VANGUARD BD INDEX FDS
+$505.5K
64,498
+11%
增持
BLK
BLACKROCK INC
+$501.8K
506
+502%
增持
TXN
TEXAS INSTRS INC
+$470.8K
6,679
+83%
增持
RTX
RTX CORPORATION
+$465.5K
3,309
+448%
增持
GOOGL
ALPHABET INC
+$426.3K
4,237
+24%
清仓
XEFRX
EATON VANCE SR FLTNG RTE TR
-$423.2K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$420.5K
11,253
+99%
减持
SCHD
SCHWAB STRATEGIC TR
-$397.3K
198
-99%
增持
VTES
VANGUARD WELLINGTON FD
+$373.1K
108,142
+2%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$362.1K
135,480
-2%
减持
AVRE
AMERICAN CENTY ETF TR
-$354.3K
73,997
-10%
减持
PFE
PFIZER INC
-$333.0K
4,170
-77%
减持
SCHC
SCHWAB STRATEGIC TR
+$312.4K
147,584
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$285.1K
4,900
+10%
减持
—
EXXON MOBIL CORP
-$277.7K
14,733
-18%
减持
OKE
ONEOK INC NEW
-$274.2K
31,630
-0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$270.6K
53,810
-1%
增持
AMZN
AMAZON COM INC
+$264.6K
7,523
+19%
增持
SPY
SPDR S&P 500 ETF TR
+$262.2K
5,379
+0%
增持
GLD
SPDR GOLD TR
+$258.8K
3,248
+11%
减持
XLK
SELECT SECTOR SPDR TR
-$234.4K
659
-60%
减持
SCHG
SCHWAB STRATEGIC TR
-$228.5K
1,912
-81%
减持
ISCF
ISHARES TR
+$207.0K
139,976
-2%
清仓
OSCR
OSCAR HEALTH INC
-$193.0K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$189.6K
8,163
+3%
清仓
XBMEX
BLACKROCK HEALTH SCIENCES TR
-$182.3K
0
-100%
增持
MUB
ISHARES TR
+$179.0K
40,086
+2%
增持
—
STRATEGY INC
-$174.8K
6,336
+1%
增持
ONDS
ONDAS HLDGS INC
+$171.4K
26,250
+62%
增持
VTV
VANGUARD INDEX FDS
+$168.2K
12,663
+2%
增持
ABBV
ABBVIE INC
+$148.6K
3,095
+1%
减持
VBR
VANGUARD INDEX FDS
+$144.9K
12,591
-1%
增持
METV
LISTED FDS TR
+$143.4K
1,340
+18%
清仓
BXP
BXP INC
-$141.0K
0
-100%
建仓
BMNR
BITMINE IMMERSION TECNOLOGIE
+$139.9K
2,694
清仓
MGV
VANGUARD WORLD FD
-$131.2K
0
-100%
增持
SCMB
SCHWAB STRATEGIC TR
+$128.6K
210,662
+1%
减持
DFAC
DIMENSIONAL ETF TRUST
+$125.3K
49,550
-1%
减持
—
LYONDELLBASELL INDUSTRIES N
-$120.7K
565
-78%
减持
EQR
EQUITY RESIDENTIAL
-$118.0K
2
-100%
减持
IYW
ISHARES TR
-$116.7K
2,505
-29%
增持
AVGE
AMERICAN CENTY ETF TR
+$116.3K
2,066
+186%
增持
CAT
CATERPILLAR INC
+$112.0K
810
+15%
清仓
FLO
FLOWERS FOODS INC
-$111.9K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$110.6K
1,768
+4%
减持
MSFT
MICROSOFT CORP
+$104.3K
6,312
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$100.8K
2,268
+7%
减持
BHP
BHP GROUP LTD
-$100.7K
6
-100%
增持
JNJ
JOHNSON & JOHNSON
+$99.8K
2,380
+6%
清仓
HIW
HIGHWOODS PPTYS INC
-$93.3K
0
-100%
增持
IWF
ISHARES TR
+$82.6K
1,740
+1%
增持
HD
HOME DEPOT INC
+$78.7K
1,960
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$74.9K
910
+495%
减持
VLUE
ISHARES TR
-$67.6K
13,635
-13%
减持
—
ACCENTURE PLC IRELAND
-$67.5K
1,245
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$67.1K
14,246
-0%
增持
CVX
CHEVRON CORP NEW
+$65.9K
5,294
+0%
增持
IJS
ISHARES TR
+$65.3K
5,866
+0%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$62.6K
5,395
+0%
减持
DLS
WISDOMTREE TR
+$59.1K
16,618
-1%
增持
VOE
VANGUARD INDEX FDS
+$59.0K
3,390
+5%
增持
GEV
GE VERNOVA INC
+$57.7K
96
+3100%
增持
EFV
ISHARES TR
+$54.9K
5,551
+10%
增持
NRG
NRG ENERGY INC
+$54.3K
352
+1971%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$53.2K
0
-100%
增持
DFAW
DIMENSIONAL ETF TRUST
+$53.1K
998
+259%
增持
SCHX
SCHWAB STRATEGIC TR
+$52.4K
26,708
+0%
增持
VO
VANGUARD INDEX FDS
+$51.9K
3,492
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$50.9K
767
+49%
减持
COST
COSTCO WHSL CORP NEW
-$50.3K
551
-3%
减持
QQQ
INVESCO QQQ TR
-$50.3K
93
-52%
增持
IAU
ISHARES GOLD TR
+$49.6K
3,264
+8%
增持
LLY
ELI LILLY & CO
+$46.7K
572
+14%
建仓
PWB
INVESCO EXCHANGE TRADED FD T
+$45.4K
362
增持
COF
CAPITAL ONE FINL CORP
+$44.6K
270
+350%
增持
VIOV
VANGUARD ADMIRAL FDS INC
+$41.2K
4,067
+1%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$40.4K
356
-71%
减持
GLW
CORNING INC
-$39.2K
1,652
-50%
建仓
AOR
ISHARES TR
+$38.2K
594
清仓
ROKU
ROKU INC
-$37.0K
0
-100%
增持
CLS
CELESTICA INC
+$36.4K
401
+0%
减持
STIP
ISHARES TR
-$36.0K
2,602
-12%
减持
VSS
VANGUARD INTL EQUITY INDEX F
+$35.0K
78,710
-5%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$34.4K
2,614
+18%
增持
BA
BOEING CO
+$31.4K
842
+17%
减持
CI
THE CIGNA GROUP
-$30.8K
563
-4%
增持
SUB
ISHARES TR
+$29.8K
18,119
+1%
减持
IWB
ISHARES TR
-$29.2K
496
-20%
增持
WMT
WALMART INC
+$28.7K
4,307
+1%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$27.7K
347
增持
VZ
VERIZON COMMUNICATIONS INC
+$27.4K
3,752
+18%
增持
FLOT
ISHARES TR
+$26.4K
38,254
+1%
清仓
EOSE
EOS ENERGY ENTERPRISES INC
-$25.6K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$25.2K
32,472
-8%
减持
SCZ
ISHARES TR
+$25.0K
6,492
-0%
增持
IEMG
ISHARES INC
+$24.7K
1,604
+19%
增持
F
FORD MTR CO
+$24.6K
22,055
+0%
增持
DFSV
DIMENSIONAL ETF TRUST
+$24.2K
9,542
+0%
建仓
TEM
TEMPUS AI INC
+$24.2K
300
增持
VIOG
VANGUARD ADMIRAL FDS INC
+$24.1K
3,184
+0%
减持
VFQY
VANGUARD WELLINGTON FD
-$23.7K
378
-33%
增持
EFAV
ISHARES TR
+$23.5K
782
+54%
增持
LOW
LOWES COS INC
+$23.5K
714
+2%
清仓
STWD
STARWOOD PPTY TR INC
-$22.1K
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$21.5K
1,507
+15%
减持
SHW
SHERWIN WILLIAMS CO
+$21.4K
7,493
-0%
增持
GE
GE AEROSPACE
+$21.3K
141
+72%
增持
IONQ
IONQ INC
+$20.9K
500
+117%
增持
LRCX
LAM RESEARCH CORP
+$20.7K
473
+8%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$20.7K
22,584
+1%
增持
—
SPOTIFY TECHNOLOGY S A
+$20.3K
83
+69%
增持
MCK
MCKESSON CORP
+$20.2K
435
+1%
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$20.1K
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$19.8K
650
-2%
增持
IWD
ISHARES TR
+$19.6K
1,373
+3%
减持
DIS
DISNEY WALT CO
-$18.8K
253
-34%
建仓
MSLC
MORGAN STANLEY PATHWAY FDS
+$18.6K
342
