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
DASH DOORDASH INC $1,1080.00%6 00.0% — 不变
CPT CAMDEN PPTY TR $1,1120.00%10 00.0% — 不变
WY WEYERHAEUSER CO $1,1260.00%47 00.0% — 不变
FITB FIFTH THIRD BANCORP $1,1280.00%20 00.0% — 不变
TOL TOLL BROTHERS INC $1,1540.00%7 00.0% — 不变
FICO FAIR ISAAC CORP $1,1950.00%1 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC $1,2050.00%4 00.0% — 不变
PNR PENTAIR PLC $1,2270.00%16 00.0% — 不变
UAA UNDER ARMOUR INC $1,2780.00%200 200— $1,278 新建仓
FNDE SCHWAB STRATEGIC TR $1,3100.00%33 00.0% — 不变
HWM HOWMET AEROSPACE INC $1,3390.00%5 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $1,3540.00%11 00.0% — 不变
ALAB ASTERA LABS INC $1,3580.00%3 00.0% — 不变
ORI OLD REP INTL CORP $1,3920.00%34 00.0% — 不变
ECL ECOLAB INC $1,3940.00%5 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $1,4350.00%80 80— $1,435 新建仓
ERIC TELEFONAKTIEBOLAGET LM ERICS $1,4720.00%132 00.0% — 不变
GH GUARDANT HEALTH INC $1,5010.00%10 00.0% — 不变
MTG MGIC INVT CORP WIS $1,5230.00%54 00.0% — 不变
SNOW SNOWFLAKE INC $1,5270.00%6 6— $1,527 新建仓
SOLV SOLVENTUM CORP $1,5430.00%20 00.0% — 不变
PHIN PHINIA INC $1,5660.00%19 00.0% — 不变
VRSK VERISK ANALYTICS INC $1,6160.00%9 -2-18.2% -$359 减仓
PATH UIPATH INC $1,6310.00%150 150— $1,631 新建仓
OGS ONE GAS INC $1,6880.00%22 00.0% — 不变
UUUU ENERGY FUELS INC $1,6970.00%117 00.0% — 不变
MLI MUELLER INDS INC $1,7220.00%14 00.0% — 不变
GME GAMESTOP CORP $1,7670.00%80 00.0% — 不变
NEM NEWMONT CORP $1,7750.00%19 00.0% — 不变
CHYM CHIME FINL INC $1,7820.00%87 87— $1,782 新建仓
MTB M & T BK CORP $1,9050.00%8 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $1,9300.00%2 00.0% — 不变
TMUS T-MOBILE US INC $2,0130.00%12 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $2,1110.00%100 00.0% — 不变
R RYDER SYS INC $2,1110.00%8 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $2,1190.00%13 00.0% — 不变
PUK PRUDENTIAL PLC $2,1350.00%80 00.0% — 不变
SHEL SHELL PLC $2,1420.00%28 00.0% — 不变
LOPE GRAND CANYON ED INC $2,1470.00%15 00.0% — 不变
FTAI FTAI AVIATION LTD $2,1650.00%8 00.0% — 不变
MKC MCCORMICK & CO INC $2,1690.00%43 -87-66.9% -$4,388 减仓
SYK STRYKER CORPORATION $2,2040.00%7 00.0% — 不变
ARGX ARGENX SE $2,2270.00%2 00.0% — 不变
ENSG ENSIGN GROUP INC $2,2450.00%14 00.0% — 不变
SEIC SEI INVTS CO $2,2810.00%26 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $2,3050.00%64 2148.8% $756 加仓
MFG MIZUHO FINANCIAL GROUP INC $2,3150.00%242 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNE $2,4020.00%24 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $2,4070.00%102 00.0% — 不变
XEL XCEL ENERGY INC $2,4090.00%30 00.0% — 不变
RYAAY RYANAIR HOLDINGS PLC $2,4230.00%37 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $2,4560.00%5 00.0% — 不变
RGA REINSURANCE GROUP AMER INC $2,5520.00%12 00.0% — 不变
AMG AFFILIATED MANAGERS GROUP $2,5930.00%8 00.0% — 不变
LMND LEMONADE INC $2,6020.00%40 -1,660-97.6% -$10.80万 重新持有
CVNA CARVANA CO $2,6040.00%40 00.0% — 不变
HLN HALEON PLC $2,6320.00%282 00.0% — 不变
TAP MOLSON COORS BEVERAGE CO $2,6500.00%68 -136-66.7% -$5,300 减仓
PAYX PAYCHEX INC $2,6550.00%27 -60-69.0% -$5,900 减仓
JHX JAMES HARDIE INDS PLC $2,7490.00%105 105— $2,749 新建仓
NXPI NXP SEMICONDUCTORS N V $2,7740.00%10 00.0% — 不变
EBAY EBAY INC. $2,7940.00%25 00.0% — 不变
CRCL CIRCLE INTERNET GROUP INC $2,8190.00%45 45— $2,819 新建仓
RELX RELX PLC $2,8510.00%90 00.0% — 不变
BBAI BIGBEAR AI HLDGS INC $2,9360.00%800 800— $2,936 新建仓
ALLY ALLY FINL INC $2,9490.00%64 00.0% — 不变
MAR MARRIOTT INTL INC NEW $2,9650.00%8 00.0% — 不变
ROL ROLLINS INC $3,0060.00%72 00.0% — 不变
BPRE BLUEROCK PVT REAL ESTATE FD $3,0220.00%232 52.2% $65 加仓
TEL TE CONNECTIVITY PLC $3,0250.00%15 00.0% — 不变
SYF SYNCHRONY FINANCIAL $3,0420.00%40 00.0% — 不变
PZZA PAPA JOHNS INTL INC $3,0520.00%83 -170-67.2% -$6,251 减仓
INVH INVITATION HOMES INC $3,0550.00%101 101— $3,055 新建仓
INTU INTUIT $3,1320.00%12 -1-7.7% -$261 减仓
TFC TRUIST FINL CORP $3,1390.00%63 00.0% — 不变
MEDP MEDPACE HLDGS INC $3,1780.00%6 00.0% — 不变
CBRE CBRE GROUP INC $3,2330.00%24 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $3,2740.00%188 00.0% — 不变
IDXX IDEXX LABS INC $3,2960.00%6 00.0% — 不变
AZO AUTOZONE INC $3,3240.00%1 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $3,3290.00%8 00.0% — 不变
BTI BRITISH AMERN TOB PLC $3,3320.00%54 00.0% — 不变
AVES AMERICAN CENTY ETF TR $3,3730.00%51 -254-83.3% -$1.68万 重新持有
SW SMURFIT WESTROCK PLC $3,5630.00%77 -157-67.1% -$7,265 减仓
ALL ALLSTATE CORP $3,5700.00%15 00.0% — 不变
MT ARCELORMITTAL SA LUXEMBOURG $3,5900.00%60 00.0% — 不变
CFG CITIZENS FINL GROUP INC $3,6440.00%52 00.0% — 不变
GLOB GLOBANT S A $3,6760.00%127 127— $3,676 新建仓
AON AON PLC $3,7150.00%11 00.0% — 不变
RBA RB GLOBAL INC $3,7270.00%32 00.0% — 不变
RF REGIONS FINANCIAL CORP NEW $3,7450.00%124 00.0% — 不变
PGR PROGRESSIVE CORP $3,7670.00%17 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $3,7750.00%25 25— $3,775 新建仓
DMLP DORCHESTER MINERALS L P $3,7880.00%150 00.0% — 不变
HSBC HSBC HLDGS PLC $3,8250.00%40 00.0% — 不变
SMFG SUMITOMO MITSUI FIN GRP INC $3,8720.00%164 00.0% — 不变
VST VISTRA CORP $3,8790.00%24 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $3,8990.00%44 29193.3% $2,570 加仓
BBY BEST BUY INC $3,9460.00%52 -105-66.9% -$7,968 减仓
SLB SLB LIMITED $4,0450.00%87 00.0% — 不变