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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 23
增持 57
减持 66
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
DFAR
DIMENSIONAL ETF TRUST
-$13.8M
521,934
-52%
减持
VTIP
VANGUARD MALVERN FDS
-$12.4M
396,529
-37%
增持
DFSD
DIMENSIONAL ETF TRUST
+$11.2M
3,204,807
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。
+8%
增持
VOO
VANGUARD INDEX FDS
+$9.5M
146,086
+9%
增持
DUHP
DIMENSIONAL ETF TRUST
+$7.9M
2,048,402
+10%
增持
DFGP
DIMENSIONAL ETF TRUST
+$7.7M
427,954
+54%
增持
AVLV
AMERICAN CENTY ETF TR
+$7.7M
1,329,332
+3%
增持
AVLC
AMERICAN CENTY ETF TR
+$6.1M
661,326
+10%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.0M
737,326
+4%
减持
DFIV
DIMENSIONAL ETF TRUST
+$3.8M
1,171,961
-1%
增持
BITB
BITWISE BITCOIN ETF TR
-$3.7M
768,789
+19%
减持
MSTR
STRATEGY INC
-$2.8M
16,134
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.5M
729,098
+2%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.3M
3,223,364
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$2.1M
8,358
+55%
减持
AVDV
AMERICAN CENTY ETF TR
+$1.9M
437,080
-1%
减持
DFUV
DIMENSIONAL ETF TRUST
+$1.9M
1,269,014
-1%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$1.4M
167,405
+1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$1.3M
65,789
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$1.2M
898,253
-3%
增持
IWF
ISHARES TR
+$1.2M
4,197
+141%
减持
AVMU
AMERICAN CENTY ETF TR
-$1.0M
186,332
-12%
增持
HOOD
ROBINHOOD MKTS INC
-$791.7K
31,502
+4%
增持
IVV
ISHARES TR
+$787.5K
20,736
+3%
减持
VTES
VANGUARD WELLINGTON FD
-$717.2K
101,454
-6%
增持
DFNM
DIMENSIONAL ETF TRUST
+$714.3K
847,860
+1%
增持
BND
VANGUARD BD INDEX FDS
+$675.7K
20,422
+81%
减持
AVEM
AMERICAN CENTY ETF TR
+$645.3K
582,617
-1%
减持
SMMU
PIMCO ETF TR
-$543.6K
2,752
-80%
减持
VNQ
VANGUARD INDEX FDS
-$524.5K
16,982
-23%
增持
AAPL
APPLE INC
+$493.1K
26,553
+1%
增持
GOOGL
ALPHABET INC
+$436.0K
4,684
+11%
减持
DFAT
DIMENSIONAL ETF TRUST
+$427.0K
496,848
-1%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$418.9K
75,359
-4%
减持
BLK
BLACKROCK INC
-$391.9K
185
-63%
建仓
SDY
SPDR SERIES TRUST
+$389.2K
2,797
增持
VTI
VANGUARD INDEX FDS
+$371.2K
37,460
+1%
增持
GLD
SPDR GOLD TR
+$368.4K
3,843
+18%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$354.7K
588
减持
NVDA
NVIDIA CORPORATION
-$332.7K
25,167
-7%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$305.1K
4,075
增持
TSLA
TESLA INC
+$299.3K
31,223
+1%
减持
SCHC
SCHWAB STRATEGIC TR
-$278.9K
141,393
-4%
减持
AVIV
AMERICAN CENTY ETF TR
+$277.6K
120,046
-2%
建仓
FBCG
FIDELITY COVINGTON TRUST
+$264.9K
4,831
建仓
IWY
ISHARES TR
+$263.9K
953
增持
DFAW
DIMENSIONAL ETF TRUST
+$245.5K
4,288
+330%
减持
ISCF
ISHARES TR
-$226.2K
133,326
-5%
清仓
OKLO
OKLO INC
-$223.3K
0
-100%
增持
MSFT
MICROSOFT CORP
-$216.5K
6,313
+0%
减持
GRBK
GREEN BRICK PARTNERS INC
-$212.7K
2,500
-50%
减持
T
AT&T INC
-$182.3K
15,053
-24%
减持
AMZN
AMAZON COM INC
-$182.0K
6,368
-15%
建仓
XRP
BITWISE XRP ETF
+$162.9K
7,940
减持
AVRE
AMERICAN CENTY ETF TR
-$162.0K
71,891
-3%
增持
SLV
ISHARES SILVER TR
+$151.0K
3,015
+196%
减持
METV
LISTED FDS TR
-$149.0K
1,265
-6%
增持
IWM
ISHARES TR
+$147.4K
694
+615%
减持
HD
HOME DEPOT INC
-$137.7K
1,907
-3%
增持
BIV
VANGUARD BD INDEX FDS
+$135.0K
28,147
+7%
增持
MUB
ISHARES TR
+$131.2K
41,078
+2%
建仓
ARTY
ISHARES TR
+$129.9K
2,696
减持
SCMB
SCHWAB STRATEGIC TR
-$128.1K
204,462
-3%
减持
—
ASTRAZENECA PLC
-$126.9K
233
-88%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$121.7K
5,714
+17%
减持
TXN
TEXAS INSTRS INC
-$119.7K
6,383
-4%
建仓
SBRA
SABRA HEALTH CARE REIT INC
+$113.6K
6,000
建仓
QTUM
ETF SER SOLUTIONS
+$113.5K
1,035
建仓
AIQ
GLOBAL X FDS
+$111.9K
2,200
减持
VLUE
ISHARES TR
+$106.6K
13,250
-3%
增持
DFUS
DIMENSIONAL ETF TRUST
+$104.1K
53,959
+0%
建仓
CHAT
TIDAL TRUST II
+$103.9K
1,763
减持
—
EXXON MOBIL CORP
+$99.7K
14,632
-1%
减持
LLY
ELI LILLY & CO
+$97.8K
497
-13%
清仓
—
TIDAL TRUST II
-$87.0K
0
-100%
建仓
IMCB
ISHARES TR
+$81.4K
984
建仓
OMF
ONEMAIN HLDGS INC
+$81.1K
1,200
减持
UBER
UBER TECHNOLOGIES INC
-$76.1K
160
-82%
清仓
—
CANTOR EQUITY PARTNERS INC
-$73.3K
0
-100%
减持
LNG
CHENIERE ENERGY INC
-$71.5K
1,737
-0%
增持
SUB
ISHARES TR
+$68.7K
18,776
+4%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$63.6K
929
-83%
增持
ONDS
ONDAS HLDGS INC
+$63.3K
27,250
+4%
增持
RTX
RTX CORPORATION
+$63.1K
3,363
+2%
增持
WMT
WALMART INC
+$61.6K
4,537
+5%
增持
JNJ
JOHNSON & JOHNSON
+$60.1K
2,422
+2%
建仓
XRPR
ETF OPPORTUNITIES TRUST
+$60.0K
4,004
减持
DFAE
DIMENSIONAL ETF TRUST
+$59.1K
273,550
-3%
减持
DFAS
DIMENSIONAL ETF TRUST
-$58.1K
555,086
-2%
增持
NFLX
NETFLIX INC
-$56.2K
864
+658%
增持
BMNR
BITMINE IMMERSION TECNOLOGIE
-$53.2K
3,194
+19%
增持
IGSB
ISHARES TR
+$52.9K
9,235
+12%
减持
AVSC
AMERICAN CENTY ETF TR
+$52.5K
120,497
-2%
增持
DFAC
DIMENSIONAL ETF TRUST
+$51.2K
49,566
+0%
建仓
VSDB
VANGUARD MALVERN FDS
+$51.1K
668
增持
DLR
DIGITAL RLTY TR INC
+$50.3K
326
+32500%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$49.5K
132,119
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$47.9K
27,922
+5%
减持
COST
COSTCO WHSL CORP NEW
-$46.9K
537
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$45.0K
1,773
+0%
增持
VBR
VANGUARD INDEX FDS
+$44.7K
12,619
+0%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$44.6K
18,261
-2%
减持
AMGN
AMGEN INC
+$42.7K
1,079
-2%
建仓
OPEN
OPENDOOR TECHNOLOGIES INC
+$40.8K
7,000
减持
COF
CAPITAL ONE FINL CORP
-$40.4K
70
-74%
增持
VB
VANGUARD INDEX FDS
+$40.0K
8,202
+0%
减持
CVX
CHEVRON CORP NEW
-$39.5K
5,134
-3%
减持
IWD
ISHARES TR
-$39.1K
1,143
-17%
建仓
ITOT
ISHARES TR
+$36.9K
300
增持
MRK
MERCK & CO INC
+$36.2K
832
+36%
减持
STIP
ISHARES TR
-$35.9K
2,276
-13%
减持
URI
UNITED RENTALS INC
-$35.7K
9
-80%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$33.9K
5,419
+0%
建仓
—
CLEARWAY ENERGY INC
+$31.4K
1,000
建仓
DBRG
DIGITALBRIDGE GROUP INC
+$30.7K
2,000
减持
VTV
VANGUARD INDEX FDS
+$29.6K
12,519
-1%
减持
ABBV
ABBVIE INC
-$29.2K
3,008
-3%
增持
IRM
IRON MTN INC DEL
+$29.0K
352
+17500%
增持
AEP
AMERICAN ELEC PWR CO INC
+$27.1K
584
+63%
减持
GE
GE AEROSPACE
-$27.0K
50
-65%
减持
—
ACCENTURE PLC IRELAND
+$26.8K
1,244
-0%
减持
BX
BLACKSTONE INC
-$25.8K
432
-20%
建仓
BSOL
BITWISE SOLANA STAKING ETF
+$25.8K
1,573
减持
—
DUPONT DE NEMOURS INC
-$25.3K
376
-28%
建仓
BITW
BITWISE 10 CRYPTO INDEX ETF
+$25.0K
425
减持
MA
MASTERCARD INCORPORATED
-$24.9K
66
-40%
减持
V
VISA INC
-$24.7K
240
-25%
增持
ENB
ENBRIDGE INC
+$24.2K
1,366
+67%
增持
VOE
VANGUARD INDEX FDS
+$22.6K
3,464
+2%
增持
FLOT
ISHARES TR
+$22.5K
38,866
+2%
减持
—
TIDAL TRUST II
-$22.3K
268
-75%
增持
IJR
ISHARES TR
+$22.0K
1,318
+15%
减持
KLAC
KLA CORP
-$21.2K
34
-41%
减持
MS
MORGAN STANLEY
-$21.1K
202
-44%
减持
SCHF
SCHWAB STRATEGIC TR
+$20.6K
32,302
-1%
减持
WMB
WILLIAMS COS INC
-$20.5K
455
-40%
建仓
BXMT
BLACKSTONE MTG TR INC
+$19.7K
1,000
增持
WPC
WP CAREY INC
+$19.3K
303
+10000%
减持
MCK
MCKESSON CORP
+$19.1K
433
-0%
减持
AFL
AFLAC INC
-$18.9K
205
-45%
增持
IJS
ISHARES TR
+$18.6K
5,868
+0%
建仓
NHI
NATIONAL HEALTH INVS INC
+$18.5K
242
减持
DHI
D R HORTON INC
-$18.4K
4
-96%
减持
SBUX
STARBUCKS CORP
-$18.2K
1,208
-15%
减持
TRGP
TARGA RES CORP
-$17.8K
137
-47%
减持
MTUM
ISHARES TR
-$17.3K
525
-9%
增持
OKE
ONEOK INC NEW
+$17.0K
31,633
+0%
减持
DLS
WISDOMTREE TR
-$16.9K
16,101
-3%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$16.7K
1,749
+2%
清仓
TXRH
TEXAS ROADHOUSE INC
-$16.6K
0
-100%
