Beaird Harris Wealth Management, LLC
DALLAS TX · SEC CIK 0001908938
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BPRE | BLUEROCK PVT REAL ESTATE FD | $3,763 | 0.00% | 227 | 5 | 2.3% | $83 | 加仓 |
| D | DOMINION ENERGY INC | $3,833 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $3,846 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $3,846 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $3,988 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $4,065 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $4,074 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $4,108 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC | $4,134 | 0.00% | 249 | 249 | — | $4,134 | 新建仓 |
| STT | STATE STR CORP | $4,177 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CSWC | CAPITAL SOUTHWEST CORP | $4,358 | 0.00% | 197 | 197 | — | $4,358 | 新建仓 |
| MET | METLIFE INC | $4,385 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $4,385 | 0.00% | 500 | -73 | -12.7% | -$640 | 减仓 |
| BCX | BLACKROCK RES & COMMODITIES | $4,387 | 0.00% | 364 | 364 | — | $4,387 | 新建仓 |
| SLB | SLB LIMITED | $4,471 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $4,531 | 0.00% | 335 | -36 | -9.7% | -$487 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $4,541 | 0.00% | 412 | 412 | — | $4,541 | 新建仓 |
| ROST | ROSS STORES INC | $4,550 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $4,558 | 0.00% | 55 | 31 | 129.2% | $2,569 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $4,599 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $4,614 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $4,618 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $4,703 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $4,705 | 0.00% | 624 | 624 | — | $4,705 | 新建仓 |
| SONY | SONY GROUP CORP | $4,736 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $4,871 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $4,903 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $4,972 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $4,994 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INC | $5,017 | 0.00% | 1,270 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $5,070 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| BTO | HANCOCK JOHN FINL OPPTYS | $5,130 | 0.00% | 143 | 143 | — | $5,130 | 新建仓 |
| SAN | BANCO SANTANDER SA | $5,181 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $5,228 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $5,341 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $5,372 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $5,424 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $5,479 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $5,621 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PTY | PIMCO CORPORATE & INCOME OPP | $5,729 | 0.00% | 475 | 475 | — | $5,729 | 新建仓 |
| KKR | KKR & CO INC | $5,735 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $5,844 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $5,885 | 0.00% | 25 | -1 | -3.8% | -$235 | 减仓 |
| ANET | ARISTA NETWORKS INC | $5,937 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $6,194 | 0.00% | 362 | 362 | — | $6,194 | 新建仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $6,267 | 0.00% | 537 | 537 | — | $6,267 | 新建仓 |
| HEI | HEICO CORP NEW | $6,307 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $6,426 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $6,558 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $6,558 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $6,732 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $6,734 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HQH | ABRDN HEALTHCARE INVESTORS | $6,850 | 0.00% | 385 | 385 | — | $6,850 | 新建仓 |
| CVS | CVS HEALTH CORP | $6,992 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $7,073 | 0.00% | 547 | 547 | — | $7,073 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $7,112 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $7,193 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $7,197 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $7,440 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $7,704 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $8,015 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| PZZA | PAPA JOHNS INTL INC | $8,200 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $8,215 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $8,507 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | BITWISE FUNDS TRUST | $8,572 | 0.00% | 835 | 108 | 14.9% | $1,109 | 加仓 |
| DHI | D R HORTON INC | $8,783 | 0.00% | 64 | 60 | 1,500.0% | $8,234 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $8,785 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $8,818 | 0.00% | 195 | -105 | -35.0% | -$4,748 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $8,980 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $9,097 | 0.00% | 42 | -32 | -43.2% | -$6,931 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $9,195 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $9,220 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $9,325 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $9,708 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $9,904 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $9,917 | 0.00% | 149 | 103 | 223.9% | $6,855 | 加仓 |
| BBY | BEST BUY INC | $1.01万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.01万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $1.01万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $1.02万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| VVR | INVESCO SR INCOME TR | $1.03万 | 0.00% | 3,200 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.06万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $1.08万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| — | AMARIN CORP PLC | $1.08万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $1.11万 | 0.00% | 208 | -1,553 | -88.2% | -$8.27万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1.15万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $1.16万 | 0.00% | 64 | -6 | -8.6% | -$1,090 | 减仓 |
| BP | BP PLC | $1.16万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $1.19万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $1.24万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $1.30万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1.35万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP | $1.38万 | 0.00% | 618 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1.39万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.39万 | 0.00% | 234 | -607 | -72.2% | -$3.61万 | 减仓 |
| FNV | FRANCO NEV CORP | $1.40万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $1.42万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1.42万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $1.45万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $1.46万 | 0.00% | 506 | 6 | 1.2% | $173 | 加仓 |