13F 机构持仓

Beaird Harris Wealth Management, LLC

DALLAS TX · SEC CIK 0001908938

2026Q22026Q1 更早 9 个季度 🔒
$14.71亿2026Q1 申报市值
678持仓数
59.3%前十大占比 · 第一大 10.1%
34 / 57新建仓 / 清仓
申报市值走势$15.96亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFSD 10.1%
DFCF 9.3%
AVLV 7.4%
VOO 6.3%
AVUV 5.6%
DIMENSIONAL ET 5.3%
DFIV 4.1%
DFUV 4.0%
AVLC 3.9%
VEA 3.2%

2026Q1 买入最多 按季末市值估算

DFGP 加仓+$1,105.42万
VSDB 加仓+$1,021.65万
AVLC 加仓+$646.99万
BITB 加仓+$609.05万
VOO 加仓+$488.50万

2026Q1 卖出最多 按季末市值估算

VTIP 减仓-$459.00万
DFSD 减仓-$455.34万
DFNM 减仓-$249.99万
DIMENSIONAL ETF 减仓-$246.96万
AGQ 减仓-$228.58万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
BALL BALL CORP $1780.00%3 00.0% — 不变
UHS UNIVERSAL HLTH SVCS INC $1790.00%1 00.0% — 不变
DLR DIGITAL RLTY TR INC $1810.00%1 -325-99.7% -$5.88万 减仓
NXST NEXSTAR MEDIA GROUP INC $1810.00%1 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $1820.00%1 00.0% — 不变
AS AMER SPORTS INC $1880.00%6 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC $1970.00%2 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $1980.00%1 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $1980.00%3 00.0% — 不变
WPC WP CAREY INC $2040.00%3 -300-99.0% -$2.04万 减仓
IRM IRON MTN INC DEL $2050.00%2 -350-99.4% -$3.59万 减仓
JEF JEFFERIES FINANCIAL GROUP IN $2070.00%5 00.0% — 不变
CELH CELSIUS HLDGS INC $2130.00%6 00.0% — 不变
ALV AUTOLIV INC $2130.00%2 00.0% — 不变
AME AMETEK INC $2150.00%1 00.0% — 不变
OC OWENS CORNING NEW $2170.00%2 00.0% — 不变
RSG REPUBLIC SVCS INC $2200.00%1 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $2260.00%4 00.0% — 不变
DXC DXC TECHNOLOGY CO $2270.00%18 00.0% — 不变
TSCO TRACTOR SUPPLY CO $2270.00%5 00.0% — 不变
HDB HDFC BANK LTD $2310.00%9 00.0% — 不变
FIVE FIVE BELOW INC $2310.00%1 00.0% — 不变
XYL XYLEM INC $2390.00%2 00.0% — 不变
OKTA OKTA INC $2410.00%3 00.0% — 不变
VTR VENTAS INC $2460.00%3 00.0% — 不变
TS TENARIS S A $2500.00%4 00.0% — 不变
ABNB AIRBNB INC $2540.00%2 00.0% — 不变
TER TERADYNE INC $2580.00%1 00.0% — 不变
LH LABCORP HOLDINGS INC $2670.00%1 00.0% — 不变
ADAM ADAMAS TRUST INC. $2730.00%37 00.0% — 不变
LOGI LOGITECH INTL S A $2740.00%3 3— $274 新建仓
STNG SCORPIO TANKERS INC $2820.00%4 00.0% — 不变
SUNB SUNBELT RENTALS HOLDINGS INC $2870.00%4 4— $287 新建仓
— TEVA PHARMACEUTICAL INDS LTD $2880.00%10 00.0% — 不变
ACGL ARCH CAP GROUP LTD $2880.00%3 00.0% — 不变
SPB SPECTRUM BRANDS HOLDINGS INC $2950.00%4 00.0% — 不变
ONC BEONE MEDICINES LTD $2970.00%1 00.0% — 不变
PAG PENSKE AUTOMOTIVE GRP INC $3000.00%2 00.0% — 不变
CF CF INDUSTRIES HOLD $3000.00%2 00.0% — 不变
CCL CARNIVAL CORP $3030.00%12 00.0% — 不变
RS RELIANCE INC $3040.00%1 00.0% — 不变
ALAB ASTERA LABS INC $3080.00%3 00.0% — 不变
INTC INTEL CORP $3170.00%7 -126-94.7% -$5,706 减仓
FSLR FIRST SOLAR INC $3180.00%2 00.0% — 不变
GEN GEN DIGITAL INC $3210.00%17 00.0% — 不变
CME CME GROUP INC $3250.00%1 00.0% — 不变
RDDT REDDIT INC $3300.00%2 00.0% — 不变
HOPE HOPE BANCORP INC $3360.00%30 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $3540.00%1 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $3570.00%5 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $3590.00%1 00.0% — 不变
EFX EQUIFAX INC $3610.00%2 00.0% — 不变
SNA SNAP ON INC $3640.00%1 00.0% — 不变
ULTA ULTA BEAUTY INC $3660.00%1 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $3720.00%4 00.0% — 不变
BKR BAKER HUGHES COMPANY $3750.00%6 00.0% — 不变
TTD THE TRADE DESK INC $3860.00%17 00.0% — 不变
PRU PRUDENTIAL FINL INC $3910.00%4 -15-78.9% -$1,466 减仓
SNPS SYNOPSYS INC $3970.00%1 00.0% — 不变
IX ORIX CORP $4050.00%14 -65-82.3% -$1,880 减仓
PYPL PAYPAL HLDGS INC $4080.00%9 00.0% — 不变
OVV OVINTIV INC $4160.00%7 00.0% — 不变
GFL GFL ENVIRONMENTAL INC $4180.00%10 00.0% — 不变
AR ANTERO RESOURCES CORP $4250.00%10 00.0% — 不变
BHP BHP BILLITON LIMITED $4280.00%6 00.0% — 不变
RBLX ROBLOX CORP $4290.00%8 360.0% $161 加仓
ARW ARROW ELECTRS INC $4310.00%3 00.0% — 不变
UGI UGI CORP NEW $4380.00%12 -2,250-99.5% -$8.21万 减仓
SN SHARKNINJA INC $4420.00%4 00.0% — 不变
INGR INGREDION INC $4510.00%4 00.0% — 不变
INCY INCYTE CORP $4710.00%5 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $4810.00%1 00.0% — 不变
DINO HF SINCLAIR CORP $4970.00%8 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $5010.00%5 00.0% — 不变
NWG NATWEST GROUP PLC $5020.00%34 00.0% — 不变
KT KT CORP $5150.00%24 00.0% — 不变
BN BROOKFIELD CORP $5270.00%13 00.0% — 不变
RMD RESMED INC $5300.00%2 00.0% — 不变
IQV IQVIA HLDGS INC $5330.00%3 00.0% — 不变
KEY KEYCORP $5420.00%27 00.0% — 不变
PWR QUANTA SVCS INC $5500.00%1 00.0% — 不变
NET CLOUDFLARE INC $6200.00%3 00.0% — 不变
PODD INSULET CORP $6300.00%3 00.0% — 不变
MGA MAGNA INTL INC $6470.00%12 00.0% — 不变
GDDY GODADDY INC $6620.00%8 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC $6780.00%1 00.0% — 不变
— WARNER BROS DISCOVERY INC $6890.00%25 -44-63.8% -$1,213 减仓
RUM RUMBLE INC $7040.00%138 00.0% — 不变
ILMN ILLUMINA INC $7180.00%6 00.0% — 不变
APP APPLOVIN CORP $7200.00%2 00.0% — 不变
KD KYNDRYL HLDGS INC $7350.00%56 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $7840.00%2 00.0% — 不变
DJT TRUMP MEDIA & TECHNOLOGY GRO $7890.00%85 00.0% — 不变
UNP UNION PAC CORP $7910.00%3 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $7960.00%1 00.0% — 不变
IQLT ISHARES TR $8330.00%18 00.0% — 不变
DASH DOORDASH INC $9010.00%6 00.0% — 不变
FND FLOOR & DECOR HLDGS INC $9150.00%18 00.0% — 不变
GH GUARDANT HEALTH INC $9240.00%10 00.0% — 不变
FITB FIFTH THIRD BANCORP $9300.00%20 00.0% — 不变