Beaird Harris Wealth Management, LLC
DALLAS TX · SEC CIK 0001908938
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| PAAS | PAN AMERN SILVER CORP | $4,076 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $4,086 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $4,234 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $4,240 | 0.00% | 29 | 29 | — | $4,240 | 新建仓 |
| MPC | MARATHON PETE CORP | $4,301 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $4,470 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $4,590 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $4,706 | 0.00% | 157 | 157 | — | $4,706 | 新建仓 |
| ADBE | ADOBE INC | $4,716 | 0.00% | 23 | 15 | 187.5% | $3,076 | 加仓 |
| ADSK | AUTODESK INC | $4,779 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD | $4,785 | 0.00% | 1,027 | 1,027 | — | $4,785 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $4,814 | 0.00% | 91 | -22,397 | -99.6% | -$118.48万 | 减仓 |
| TPG | TPG INC | $4,853 | 0.00% | 120 | 120 | — | $4,853 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $4,870 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $4,888 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INC | $4,890 | 0.00% | 1,270 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $5,011 | 0.00% | 51 | 51 | — | $5,011 | 新建仓 |
| MET | METLIFE INC | $5,246 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $5,298 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $5,337 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $5,337 | 0.00% | 336 | 1 | 0.3% | $16 | 加仓 |
| SHY | ISHARES TR | $5,420 | 0.00% | 66 | 66 | — | $5,420 | 新建仓 |
| IJJ | ISHARES TR | $5,467 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $5,494 | 0.00% | 585 | 585 | — | $5,494 | 新建仓 |
| STT | STATE STR CORP | $5,597 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $5,653 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $5,691 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $5,693 | 0.00% | 321 | 321 | — | $5,693 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $5,709 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $5,737 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $5,869 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $5,957 | 0.00% | 60 | 10 | 20.0% | $993 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $6,008 | 0.00% | 27 | 27 | — | $6,008 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $6,069 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $6,179 | 0.00% | 488 | -1,136 | -70.0% | -$1.44万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $6,179 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $6,234 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $6,269 | 0.00% | 319 | 319 | — | $6,269 | 新建仓 |
| SAN | BANCO SANTANDER SA | $6,339 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $6,401 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $6,479 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $7,168 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $7,335 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $7,337 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $7,465 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC | $7,528 | 0.00% | 680 | 680 | — | $7,528 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $7,679 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $7,741 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $7,787 | 0.00% | 105 | 105 | — | $7,787 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $7,954 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $8,146 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $8,193 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $8,214 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $8,230 | 0.00% | 50 | 50 | — | $8,230 | 新建仓 |
| FLEX | FLEX LTD | $8,266 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $8,329 | 0.00% | 27 | -35 | -56.5% | -$1.08万 | 减仓 |
| EEMV | ISHARES INC | $8,643 | 0.00% | 115 | 115 | — | $8,643 | 新建仓 |
| BP | BP PLC | $9,151 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $9,173 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $9,361 | 0.00% | 13 | 12 | 1,200.0% | $8,641 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $9,424 | 0.00% | 73 | 73 | — | $9,424 | 新建仓 |
| ORC | ORCHID IS CAP INC | $9,440 | 0.00% | 1,354 | 1,354 | — | $9,440 | 新建仓 |
| VVR | INVESCO SR INCOME TR | $9,600 | 0.00% | 3,200 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $9,634 | 0.00% | 854 | -213 | -20.0% | -$2,403 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $9,642 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE NATL MUN OPPORT | $9,797 | 0.00% | 556 | 556 | — | $9,797 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1.01万 | 0.00% | 82 | 82 | — | $1.01万 | 新建仓 |
| FIG | FIGMA INC | $1.01万 | 0.00% | 560 | 560 | — | $1.01万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $1.02万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $1.02万 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | WESTWATER RES INC | $1.03万 | 0.00% | 20,417 | 20,417 | — | $1.03万 | 新建仓 |
| DHI | D R HORTON INC | $1.04万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $1.07万 | 0.00% | 400 | 375 | 1,500.0% | $1.00万 | 加仓 |
| ASST | STRIVE INC | $1.07万 | 0.00% | 985 | 985 | — | $1.07万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $1.10万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $1.11万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $1.11万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $1.12万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.12万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $1.13万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $1.15万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $1.16万 | 0.00% | 116 | 116 | — | $1.16万 | 新建仓 |
| FNV | FRANCO NEV CORP | $1.18万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC | $1.19万 | 0.00% | 190 | 50 | 35.7% | $3,126 | 加仓 |
| — | AMARIN CORP PLC | $1.20万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $1.22万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $1.25万 | 0.00% | 104 | 102 | 5,100.0% | $1.23万 | 加仓 |
| EOG | EOG RES INC | $1.27万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $1.28万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.31万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.34万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| SA | SEABRIDGE GOLD INC | $1.35万 | 0.00% | 524 | 524 | — | $1.35万 | 新建仓 |
| VLTO | VERALTO CORP | $1.36万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP | $1.37万 | 0.00% | 618 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.38万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $1.39万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $1.40万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $1.45万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1.45万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $1.47万 | 0.00% | 421 | 421 | — | $1.47万 | 新建仓 |