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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 7
增持 43
减持 83
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
DFGP
DIMENSIONAL ETF TRUST
+$11.0M
632,699
+48%
增持
VSDB
VANGUARD MALVERN FDS
+$10.2M
134,655
+20058%
增持
AVLV
AMERICAN CENTY ETF TR
+$7.5M
1,342,478
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。
+1%
增持
AVUV
AMERICAN CENTY ETF TR
+$7.4M
748,037
+1%
增持
AVLC
AMERICAN CENTY ETF TR
+$5.8M
744,755
+13%
减持
DFSD
DIMENSIONAL ETF TRUST
-$4.8M
3,109,706
-3%
减持
VTIP
VANGUARD MALVERN FDS
-$4.4M
304,638
-23%
建仓
VPLS
VANGUARD MALVERN FDS
+$4.2M
54,092
减持
TSLA
TESLA INC
-$4.1M
26,631
-15%
减持
AGQ
PROSHARES TR II
-$3.3M
9,656
-66%
增持
MSTR
STRATEGY INC
+$3.2M
45,485
+182%
减持
DFNM
DIMENSIONAL ETF TRUST
-$2.7M
795,703
-6%
增持
BITB
BITWISE BITCOIN ETF TR
-$2.2M
934,247
+22%
减持
DFIV
DIMENSIONAL ETF TRUST
+$2.2M
1,149,077
-2%
减持
DFAR
DIMENSIONAL ETF TRUST
-$2.1M
417,511
-20%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.0M
742,002
+2%
建仓
VCRM
VANGUARD MUN BD FDS
+$2.0M
26,237
建仓
VSDM
VANGUARD MUN BD FDS
+$2.0M
25,641
减持
AVDV
AMERICAN CENTY ETF TR
+$1.5M
426,729
-2%
减持
IVV
ISHARES TR
-$1.5M
19,511
-6%
减持
HOOD
ROBINHOOD MKTS INC
-$1.4M
31,102
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$1.4M
22,488
+25167%
减持
AVEM
AMERICAN CENTY ETF TR
+$1.3M
572,766
-2%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
-$1.1M
115,738
-31%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$1.1M
66,251
+1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.1M
7,089
-15%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.0M
529,498
-5%
减持
BSV
VANGUARD BD INDEX FDS
-$967.6K
52,671
-19%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$915.2K
67,810
-10%
减持
MSFT
MICROSOFT CORP
-$849.4K
5,953
-6%
增持
DFCF
DIMENSIONAL ETF TRUST
-$841.4K
3,229,394
+0%
增持
DUHP
DIMENSIONAL ETF TRUST
+$741.0K
2,139,327
+4%
减持
DFAT
DIMENSIONAL ETF TRUST
+$698.2K
484,876
-2%
减持
AAPL
APPLE INC
-$645.6K
25,899
-2%
减持
BIV
VANGUARD BD INDEX FDS
-$626.6K
20,284
-28%
增持
VOO
VANGUARD INDEX FDS
+$563.6K
154,261
+6%
减持
VTEB
VANGUARD MUN BD FDS
-$561.6K
894,199
-0%
增持
OKE
ONEOK INC NEW
+$534.6K
31,636
+0%
减持
IWF
ISHARES TR
-$531.0K
3,413
-19%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$489.7K
3,595
-37%
减持
RTX
RTX CORPORATION
-$478.7K
716
-79%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$451.6K
5,970
减持
TXN
TEXAS INSTRS INC
-$446.2K
3,405
-47%
减持
—
STRATEGY INC
-$422.1K
1,088
-83%
减持
BSVO
EA SERIES TRUST
-$394.7K
21,728
-46%
减持
NVDA
NVIDIA CORPORATION
-$375.3K
24,761
-2%
减持
SCMB
SCHWAB STRATEGIC TR
-$363.0K
192,462
-6%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$360.6K
93,033
+5%
减持
VNQ
VANGUARD INDEX FDS
-$326.7K
13,258
-22%
清仓
JIRE
J P MORGAN EXCHANGE TRADED F
-$305.1K
0
-100%
减持
VTES
VANGUARD WELLINGTON FD
-$302.0K
98,904
-3%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$281.4K
8,942
-37%
增持
CVX
CHEVRON CORPORATION
+$280.7K
5,139
+0%
增持
BMNR
BITMINE IMMERSION TECNOLOGIE
+$277.1K
18,394
+476%
清仓
FBCG
FIDELITY COVINGTON TRUST
-$264.9K
0
-100%
清仓
IWY
ISHARES TR
-$263.9K
0
-100%
减持
AMZN
AMAZON COM INC
-$252.6K
5,844
-8%
减持
—
EXXON MOBIL CORP
-$246.1K
8,928
-39%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$246.0K
5,523
-30%
减持
DFUV
DIMENSIONAL ETF TRUST
+$230.5K
1,224,800
-3%
减持
COST
COSTCO WHOLESALE CORPORATION
-$227.5K
236
-56%
增持
VTI
VANGUARD INDEX FDS
+$221.2K
39,838
+6%
减持
GOOGL
ALPHABET INC
-$218.8K
4,337
-7%
增持
GLD
SPDR GOLD TR
+$187.8K
3,976
+3%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
-$181.4K
281
-52%
减持
AVMU
AMERICAN CENTY ETF TR
-$180.9K
184,187
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$171.4K
127,128
-4%
减持
SCHC
SCHWAB STRATEGIC TR
-$167.4K
134,151
-5%
减持
ONDS
ONDAS INC
-$155.2K
12,250
-55%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$150.2K
1,150
-35%
减持
IWM
ISHARES TR
-$146.8K
97
-86%
减持
FLOT
ISHARES TR
-$146.4K
35,925
-8%
减持
MUB
ISHARES TR
-$143.1K
40,102
-2%
减持
ISCF
ISHARES TR
-$142.6K
128,925
-3%
减持
DFAE
DIMENSIONAL ETF TRUST
+$142.6K
267,339
-2%
减持
SMMU
PIMCO ETF TR
-$138.8K
0
-100%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$133.2K
0
-100%
减持
AVSC
AMERICAN CENTY ETF TR
+$132.9K
115,744
-4%
清仓
LMND
LEMONADE INC
-$121.0K
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$114.9K
1,104
-11%
清仓
SBRA
SABRA HEALTH CARE REIT INC
-$113.6K
0
-100%
减持
DLS
WISDOMTREE TR
-$113.4K
14,614
-9%
清仓
AIQ
GLOBAL X FDS
-$111.9K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$109.9K
267
-65%
清仓
CHAT
TIDAL TRUST II
-$103.9K
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$102.3K
17,245
-6%
减持
LLY
ELI LILLY & CO
-$89.9K
483
-3%
减持
UGI
UGI CORP NEW
-$84.2K
12
-99%
减持
IGIB
ISHARES TR
-$83.8K
208
-88%
清仓
IMCB
ISHARES TR
-$81.4K
0
-100%
减持
AVIV
AMERICAN CENTY ETF TR
+$81.1K
115,354
-4%
清仓
OMF
ONEMAIN HLDGS INC
-$81.1K
0
-100%
减持
IVW
ISHARES TR
-$79.1K
1,114
-33%
减持
BLK
BLACKROCK INC
-$78.8K
124
-33%
增持
T
AT&T INC
+$73.6K
15,437
+3%
减持
AVRE
AMERICAN CENTY ETF TR
-$72.3K
69,449
-3%
减持
GLW
CORNING INC
+$71.4K
1,589
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$70.1K
1,028
-5%
清仓
GOVT
ISHARES TR
-$62.8K
0
-100%
减持
AGG
ISHARES TR
-$61.2K
988
-38%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$60.2K
21,632
-4%
增持
PM
PHILIP MORRIS INTL INC
+$59.4K
959
+55%
增持
KO
COCA COLA CO
+$57.6K
2,955
+24%
减持
SUB
ISHARES TR
-$55.8K
18,287
-3%
增持
MU
MICRON TECHNOLOGY INC
+$55.7K
247
+155%
增持
BND
VANGUARD BD INDEX FDS
+$55.4K
21,294
+4%
增持
NFLX
NETFLIX INC.
+$52.5K
1,389
+61%
增持
ENB
ENBRIDGE INC
+$52.2K
2,171
+59%
减持
SDY
SPDR SERIES TRUST
-$51.8K
2,312
-17%
减持
DLR
DIGITAL RLTY TR INC
-$50.3K
1
-100%
增持
WFC
WELLS FARGO & CO
+$47.8K
2,020
+67%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$47.5K
125
建仓
SNDA
SONIDA SENIOR LIVING INC
+$46.7K
1,447
增持
LYG
LLOYDS BANKING GROUP PLC
+$46.6K
9,886
+1587%
建仓
SLVR
SPROTT FDS TR
+$46.2K
780
减持
COP
CONOCOPHILLIPS
+$43.3K
1,531
-10%
减持
OGS
ONE GAS INC
-$40.2K
22
-96%
增持
DISV
DIMENSIONAL ETF TRUST
+$38.8K
3,635
+32%
清仓
AOR
ISHARES TR
-$38.6K
0
-100%
清仓
ITOT
ISHARES TR
-$36.9K
0
-100%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$36.5K
234
-72%
减持
CRM
SALESFORCE INC
-$35.6K
428
-2%
减持
BA
BOEING CO
-$34.9K
730
-12%
清仓
MTSI
MACOM TECH SOLUTIONS HLDGS I
-$34.3K
0
-100%
减持
WMT
WALMART INC
+$33.8K
4,339
-4%
减持
DE
DEERE & CO
+$33.7K
379
-2%
增持
SCHX
SCHWAB STRATEGIC TR
-$33.6K
27,993
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$33.4K
259
-56%
增持
XRP
BITWISE XRP ETF
-$33.3K
8,624
+9%
增持
AMGN
AMGEN INC
+$33.2K
1,098
+2%
增持
DFAC
DIMENSIONAL ETF TRUST
-$32.5K
49,662
+0%
增持
ABBV
ABBVIE INC
-$32.3K
3,012
+0%
清仓
—
CLEARWAY ENERGY INC
-$31.4K
0
-100%
减持
MMM
3M CO
-$30.8K
984
-9%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$29.0K
0
-100%
减持
IRM
IRON MTN INC DEL
-$29.0K
2
-99%
减持
PWB
INVESCO EXCHANGE TRADED FD T
-$27.5K
147
-59%
减持
BX
BLACKSTONE INC
-$27.1K
343
-21%
增持
VOE
VANGUARD INDEX FDS
+$27.1K
3,481
+0%
增持
HD
HOME DEPOT INC
-$26.7K
1,914
+0%
增持
AXP
AMERICAN EXPRESS CO
-$26.4K
426
+1%
减持
EFV
ISHARES TR
-$26.0K
4,890
-10%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$24.5K
0
-100%
减持
QTUM
ETF SER SOLUTIONS
-$23.9K
835
-19%
增持
—
LYONDELLBASELL INDUSTRIES NV
+$23.4K
594
+5%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$22.9K
4,139
+13%
增持
OPEN
OPENDOOR TECHNOLOGIES INC
+$22.4K
13,500
+93%
增持
AVGE
AMERICAN CENTY ETF TR
+$22.3K
2,298
+10%
增持
DFSV
DIMENSIONAL ETF TRUST
+$21.7K
9,615
+0%
增持
DFAW
DIMENSIONAL ETF TRUST
+$21.6K
4,593
+7%
