13F 机构持仓

Beaird Harris Wealth Management, LLC

DALLAS TX · SEC CIK 0001908938

2026Q22026Q1 更早 9 个季度 🔒
$15.96亿2026Q2 申报市值
700持仓数
59.9%前十大占比 · 第一大 9.6%
70 / 60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 9.6%
DFCF 8.7%
AVLV 7.6%
VOO 6.7%
AVUV 5.9%
DIMENSIONAL ET 5.4%
AVLC 4.7%
DFUV 4.1%
DFIV 3.9%
AVEM 3.4%

2026Q2 买入最多 按季末市值估算

AVLC 加仓+$871.20万
DFGP 加仓+$602.83万
VSDB 加仓+$529.32万
DFSD 加仓+$428.46万
VSDM 加仓+$375.88万

2026Q2 卖出最多 按季末市值估算

DIMENSIONAL ETF 减仓-$416.27万
DIMENSIONAL ETF 减仓-$383.28万
DIMENSIONAL ETF 减仓-$199.32万
VTIP 减仓-$192.14万
AVEM 减仓-$173.95万

2026Q2 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
BHF BRIGHTHOUSE FINL INC $1900.00%3 3— $190 新建仓
OHI OMEGA HEALTHCARE INVS INC $1910.00%4 00.0% — 不变
AS AMER SPORTS INC $1930.00%6 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $2020.00%3 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $2050.00%2 00.0% — 不变
ZION ZIONS BANCORPORATION NATL AS $2080.00%3 00.0% — 不变
RSG REPUBLIC SVCS INC $2140.00%1 00.0% — 不变
WPC WP CAREY INC $2150.00%3 00.0% — 不变
ALV AUTOLIV INC $2350.00%2 00.0% — 不变
XYL XYLEM INC $2370.00%2 00.0% — 不变
TS TENARIS S A $2390.00%4 00.0% — 不变
AME AMETEK INC $2420.00%1 00.0% — 不变
CME CME GROUP INC $2430.00%1 00.0% — 不变
WRBY WARBY PARKER INC $2430.00%8 00.0% — 不变
JEF JEFFERIES FINANCIAL GROUP IN $2500.00%5 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $2500.00%1 00.0% — 不变
CF CF INDUSTRIES HOLD $2510.00%2 00.0% — 不变
IRM IRON MTN INC DEL $2530.00%2 00.0% — 不变
DDOG DATADOG INC $2610.00%1 00.0% — 不变
STNG SCORPIO TANKERS INC $2620.00%4 00.0% — 不变
VTR VENTAS INC $2670.00%3 00.0% — 不变
RBLX ROBLOX CORP $2720.00%5 -3-37.5% -$163 减仓
LH LABCORP HOLDINGS INC $2800.00%1 00.0% — 不变
ONC BEONE MEDICINES LTD $2850.00%1 00.0% — 不变
ABNB AIRBNB INC $2870.00%2 00.0% — 不变
ACGL ARCH CAP GROUP LTD $2920.00%3 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $2940.00%4 00.0% — 不变
TTD THE TRADE DESK INC $3080.00%17 00.0% — 不变
FTNT FORTINET INC $3080.00%2 00.0% — 不变
ULTA ULTA BEAUTY INC $3160.00%1 00.0% — 不变
OC OWENS CORNING NEW $3180.00%2 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $3240.00%10 00.0% — 不变
SUNB SUNBELT RENTALS HOLDINGS INC $3300.00%4 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $3310.00%5 00.0% — 不变
CCL CARNIVAL CORP LTD $3340.00%12 12— $334 新建仓
BKR BAKER HUGHES COMPANY $3410.00%6 00.0% — 不变
SPB SPECTRUM BRANDS HOLDINGS INC $3430.00%4 00.0% — 不变
ADAM ADAMAS TRUST INC. $3480.00%37 00.0% — 不变
AR ANTERO RESOURCES CORP $3520.00%10 00.0% — 不变
PAG PENSKE AUTOMOTIVE GRP INC $3580.00%2 00.0% — 不变
GFL GFL ENVIRONMENTAL INC $3680.00%10 00.0% — 不变
OVV OVINTIV INC $3690.00%7 00.0% — 不变
RS RELIANCE INC $3740.00%1 00.0% — 不变
INGR INGREDION INC $3790.00%4 00.0% — 不变
FSLR FIRST SOLAR INC $3800.00%2 00.0% — 不变
SNA SNAP ON INC $4030.00%1 00.0% — 不变
HOPE HOPE BANCORP INC $4110.00%30 00.0% — 不变
KT KT CORP $4150.00%24 00.0% — 不变
UGI UGI CORP NEW $4150.00%12 00.0% — 不变
OKTA OKTA INC $4180.00%3 00.0% — 不变
TER TERADYNE INC $4210.00%1 00.0% — 不变
RDDT REDDIT INC $4260.00%2 00.0% — 不变
RCAT RED CAT HLDGS INC $4260.00%40 40— $426 新建仓
PRU PRUDENTIAL FINL INC $4320.00%4 00.0% — 不变
SNPS SYNOPSYS INC $4470.00%1 00.0% — 不变
PODD INSULET CORP $4570.00%3 00.0% — 不变
MRAM EVERSPIN TECHNOLOGIES INC $4840.00%20 20— $484 新建仓
BHP BHP BILLITON LIMITED $4900.00%6 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $4960.00%1 00.0% — 不变
IX ORIX CORP $5140.00%14 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $5500.00%4 00.0% — 不变
BN BROOKFIELD CORP $5540.00%13 00.0% — 不变
DINO HF SINCLAIR CORP $5550.00%8 00.0% — 不变
INCY INCYTE CORP $5670.00%5 00.0% — 不变
NWG NATWEST GROUP PLC $5930.00%34 00.0% — 不变
IQV IQVIA HLDGS INC $6030.00%3 00.0% — 不变
VTWO VANGUARD SCOTTSDALE FDS $6080.00%5 00.0% — 不变
LWLG LIGHTWAVE LOGIC INC $6150.00%65 65— $615 新建仓
KEY KEYCORP $6230.00%27 00.0% — 不变
KD KYNDRYL HLDGS INC $6340.00%56 00.0% — 不变
SN SHARKNINJA INC $6350.00%4 00.0% — 不变
ARW ARROW ELECTRS INC $6410.00%3 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $6430.00%1 00.0% — 不变
DJT TRUMP MEDIA & TECHNOLOGY GRO $6580.00%85 00.0% — 不变
GDDY GODADDY INC $6800.00%8 00.0% — 不变
— VALENS SEMICONDUCTOR LTD $7120.00%315 315— $712 新建仓
NET CLOUDFLARE INC $7360.00%3 00.0% — 不变
USAR USA RARE EARTH INC $7560.00%35 35— $756 新建仓
MGA MAGNA INTL INC $7610.00%12 00.0% — 不变
HQH ABRDN HEALTHCARE INVESTORS $8360.00%38 -347-90.1% -$7,634 减仓
WDAY WORKDAY INC $8570.00%7 -4-36.4% -$490 减仓
MPWR MONOLITHIC PWR SYS INC $8580.00%1 00.0% — 不变
PYPL PAYPAL HLDGS INC $8640.00%20 11122.2% $475 加仓
RUM RUM GROUP INC $8750.00%138 00.0% — 不变
UNP UNION PAC CORP $8870.00%3 00.0% — 不变
IQLT ISHARES TR $8920.00%18 00.0% — 不变
APP APPLOVIN CORP $9320.00%2 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $9390.00%1 00.0% — 不变
ITA ISHARES TR $9710.00%4 4— $971 新建仓
CNQ CANADIAN NAT RES LTD MED TER $9900.00%25 00.0% — 不变
KNSL KINSALE CAP GROUP INC $9900.00%3 00.0% — 不变
ILMN ILLUMINA INC $1,0240.00%6 00.0% — 不变
FISV FISERV INC $1,0310.00%21 00.0% — 不变
BRBR BELLRING BRANDS INC $1,0360.00%80 00.0% — 不变
EQIX EQUINIX INC $1,0430.00%1 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $1,0560.00%11 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1,0650.00%7 00.0% — 不变
FND FLOOR & DECOR HLDGS INC $1,0690.00%18 00.0% — 不变
BKNG BOOKING HOLDINGS INC $1,0700.00%6 6— $1,070 新建仓
PCAR PACCAR INC $1,0820.00%9 00.0% — 不变