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
CPT CAMDEN PPTY TR $9390.00%10 00.0% — 不变
TOL TOLL BROTHERS INC $9560.00%7 00.0% — 不变
EQIX EQUINIX INC $9810.00%1 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1,0140.00%7 00.0% — 不变
KNSL KINSALE CAP GROUP INC $1,0250.00%3 00.0% — 不变
PCAR PACCAR INC $1,0400.00%9 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $1,0410.00%6 6— $1,041 新建仓
FICO FAIR ISAAC CORP $1,0680.00%1 00.0% — 不变
AMBA AMBARELLA INC $1,1330.00%22 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $1,1430.00%15 00.0% — 不变
HWM HOWMET AEROSPACE INC $1,1480.00%5 -4-44.4% -$918 减仓
WY WEYERHAEUSER CO $1,1490.00%47 00.0% — 不变
FISV FISERV INC $1,1720.00%21 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $1,2220.00%25 00.0% — 不变
FNDE SCHWAB STRATEGIC TR $1,2630.00%33 -19-36.5% -$727 减仓
BRBR BELLRING BRANDS INC $1,2880.00%80 00.0% — 不变
PHIN PHINIA INC $1,3010.00%19 00.0% — 不变
SOLV SOLVENTUM CORP $1,3060.00%20 -25-55.6% -$1,632 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $1,3240.00%4 00.0% — 不变
ECL ECOLAB INC $1,3310.00%5 00.0% — 不变
ORI OLD REP INTL CORP $1,3570.00%34 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $1,3810.00%11 00.0% — 不变
PNR PENTAIR PLC $1,3940.00%16 00.0% — 不变
MTG MGIC INVT CORP WIS $1,4180.00%54 -88-62.0% -$2,311 减仓
WDAY WORKDAY INC $1,4300.00%11 00.0% — 不变
CRS CARPENTER TECHNOLOGY CORP $1,4470.00%4 00.0% — 不变
ERIC TELEFONAKTIEBOLAGET LM ERICS $1,4880.00%132 00.0% — 不变
MLI MUELLER INDS INC $1,5520.00%14 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $1,5920.00%43 43— $1,592 新建仓
R RYDER SYS INC $1,6380.00%8 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $1,6460.00%11 00.0% — 不变
MTB M & T BK CORP $1,6540.00%8 00.0% — 不变
BKNG BOOKING HOLDINGS INC $1,7270.00%0 —— — 申报中断
ARGX ARGENX SE $1,7530.00%2 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $1,7670.00%3 00.0% — 不变
GME GAMESTOP CORP $1,8440.00%80 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $1,8620.00%13 00.0% — 不变
OGS ONE GAS INC $1,8700.00%22 -523-96.0% -$4.45万 减仓
NCLH NORWEGIAN CRUISE LINE HLDGS $1,8700.00%100 00.0% — 不变
— NANO DIMENSION LTD $1,8960.00%1,115 00.0% — 不变
MFG MIZUHO FINANCIAL GROUP INC $1,9190.00%242 -119-33.0% -$944 减仓
XRNPX COHEN & STEERS REIT & PFD & $1,9370.00%98 98— $1,937 新建仓
NXPI NXP SEMICONDUCTORS N V $1,9440.00%10 -14-58.3% -$2,722 减仓
ADBE ADOBE INC $1,9450.00%8 00.0% — 不变
FTAI FTAI AVIATION LTD $1,9600.00%8 00.0% — 不变
SEIC SEI INVTS CO $2,0410.00%26 00.0% — 不变
NEM NEWMONT CORP $2,0570.00%19 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $2,0840.00%5 00.0% — 不变
VRSK VERISK ANALYTICS INC $2,0880.00%11 00.0% — 不变
AMG AFFILIATED MANAGERS GROUP $2,1200.00%8 00.0% — 不变
RQI COHEN & STEERS QUALITY INCOM $2,1210.00%176 176— $2,121 新建仓
UUUU ENERGY FUELS INC $2,1360.00%117 117— $2,136 新建仓
RYAAY RYANAIR HOLDINGS PLC $2,1630.00%37 -25-40.3% -$1,461 减仓
CCEP COCA-COLA EUROPACIFIC PARTNE $2,1770.00%24 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $2,1840.00%102 00.0% — 不变
MARA MARA HOLDINGS INC $2,2360.00%274 00.0% — 不变
AGNC AGNC INVT CORP $2,2570.00%225 225— $2,257 新建仓
PUK PRUDENTIAL PLC $2,2640.00%80 00.0% — 不变
EBAY EBAY INC. $2,2760.00%25 00.0% — 不变
SYK STRYKER CORPORATION $2,3010.00%7 00.0% — 不变
SLRC SLR INVESTMENT CORP $2,3330.00%163 163— $2,333 新建仓
XEL XCEL ENERGY INC $2,3840.00%30 00.0% — 不变
RGA REINSURANCE GROUP AMER INC $2,4500.00%12 00.0% — 不变
CVNA CARVANA CO $2,4870.00%8 00.0% — 不变
PFFA ETFIS SER TR I $2,5050.00%123 123— $2,505 新建仓
ALLY ALLY FINL INC $2,5180.00%64 -42-39.6% -$1,652 减仓
— CALAMOS DYNAMIC CONV & INCOM $2,5200.00%118 118— $2,520 新建仓
TMUS T-MOBILE US INC $2,5210.00%12 00.0% — 不变
BEAM BEAM THERAPEUTICS INC $2,5260.00%106 00.0% — 不变
HR HEALTHCARE RLTY TR $2,5490.00%150 150— $2,549 新建仓
LOPE GRAND CANYON ED INC $2,5510.00%15 00.0% — 不变
SHEL SHELL PLC $2,5690.00%28 00.0% — 不变
OUST OUSTER INC $2,5720.00%140 -78-35.8% -$1,433 减仓
MAR MARRIOTT INTL INC NEW $2,6170.00%8 00.0% — 不变
SYF SYNCHRONY FINANCIAL $2,7210.00%40 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $2,8110.00%188 00.0% — 不变
ENSG ENSIGN GROUP INC $2,8210.00%14 00.0% — 不变
HLN HALEON PLC $2,8230.00%282 -39-12.1% -$390 减仓
MEDP MEDPACE HLDGS INC $2,8820.00%6 00.0% — 不变
TFC TRUIST FINL CORP $2,8970.00%63 00.0% — 不变
RELX RELX PLC $2,9840.00%90 00.0% — 不变
RBA RB GLOBAL INC $3,0680.00%32 00.0% — 不变
MT ARCELORMITTAL SA LUXEMBOURG $3,0990.00%60 00.0% — 不变
ALL ALLSTATE CORP $3,1110.00%15 00.0% — 不变
CFG CITIZENS FINL GROUP INC $3,1190.00%52 00.0% — 不变
TEL TE CONNECTIVITY PLC $3,1360.00%15 00.0% — 不变
BTI BRITISH AMERN TOB PLC $3,1550.00%54 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $3,2390.00%124 00.0% — 不变
SMFG SUMITOMO MITSUI FIN GRP INC $3,2430.00%164 00.0% — 不变
CBRE CBRE GROUP INC $3,2520.00%24 00.0% — 不变
HSBC HSBC HLDGS PLC $3,3180.00%40 00.0% — 不变
FLEX FLEXTRONICS INTL LTD $3,3390.00%51 00.0% — 不变
USA LIBERTY ALL STAR EQUITY FD $3,3640.00%606 606— $3,364 新建仓
PGR PROGRESSIVE CORP $3,4190.00%17 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $3,4790.00%8 00.0% — 不变
AZO AUTOZONE INC $3,5130.00%1 00.0% — 不变
IDXX IDEXX LABS INC $3,5180.00%6 00.0% — 不变
WELL WELLTOWER INC $3,5590.00%18 00.0% — 不变
AON AON PLC $3,6160.00%11 00.0% — 不变
VST VISTRA CORP $3,6760.00%24 00.0% — 不变