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 |
|---|---|---|---|---|---|---|---|---|
| DTE | DTE ENERGY CO | $1.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.47万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.48万 | 0.00% | 62 | -3 | -4.6% | -$718 | 减仓 |
| — | SEABRIDGE GOLD INC | $1.49万 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1.51万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $1.53万 | 0.00% | 436 | -208 | -32.3% | -$7,310 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $1.54万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $1.55万 | 0.00% | 457 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $1.58万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $1.59万 | 0.00% | 518 | 79 | 18.0% | $2,426 | 加仓 |
| IJK | ISHARES TR | $1.60万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $1.60万 | 0.00% | 1,067 | 0 | 0.0% | — | 不变 |
| NEO | NEOGENOMICS INC | $1.65万 | 0.00% | 2,225 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $1.67万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $1.69万 | 0.00% | 449 | 50 | 12.5% | $1,879 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.70万 | 0.00% | 1,129 | 200 | 21.5% | $3,009 | 加仓 |
| — | DUPONT DE NEMOURS INC | $1.72万 | 0.00% | 376 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $1.80万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $1.80万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| BSOL | BITWISE SOLANA STAKING ETF | $1.82万 | 0.00% | 1,645 | 72 | 4.6% | $796 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $1.85万 | 0.00% | 147 | -215 | -59.4% | -$2.71万 | 减仓 |
| HAS | HASBRO INC | $1.87万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $1.88万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX ETF | $1.90万 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| NUTX | NUTEX HEALTH INC | $1.90万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $1.90万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $2.01万 | 0.00% | 828 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC | $2.01万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $2.02万 | 0.00% | 1,265 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $2.08万 | 0.00% | 1,624 | 145 | 9.8% | $1,856 | 加仓 |
| — | CALAMOS ETF TR | $2.12万 | 0.00% | 1,023 | -122 | -10.7% | -$2,533 | 减仓 |
| LQD | ISHARES TR | $2.16万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $2.17万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $2.19万 | 0.00% | 3,917 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $2.25万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $2.26万 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $2.28万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.30万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $2.31万 | 0.00% | 645 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $2.35万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $2.40万 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $2.41万 | 0.00% | 97 | -597 | -86.0% | -$14.81万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $2.43万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $2.54万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $2.57万 | 0.00% | 1,332 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $2.60万 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.67万 | 0.00% | 277 | 24 | 9.5% | $2,317 | 加仓 |
| KHC | KRAFT HEINZ CO | $2.77万 | 0.00% | 1,231 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $2.80万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $2.85万 | 0.00% | 1,327 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $2.90万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $2.91万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $2.98万 | 0.00% | 699 | -120 | -14.7% | -$5,107 | 减仓 |
| — | DIGITALBRIDGE GROUP INC | $3.09万 | 0.00% | 2,001 | 1 | 0.1% | $15 | 加仓 |
| CMCSA | COMCAST CORP NEW | $3.11万 | 0.00% | 1,084 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $3.14万 | 0.00% | 1,842 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $3.17万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $3.18万 | 0.00% | 697 | 8 | 1.2% | $365 | 加仓 |
| KGC | KINROSS GOLD CORP | $3.24万 | 0.00% | 1,062 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $3.29万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $3.31万 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $3.32万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $3.40万 | 0.00% | 259 | -325 | -55.7% | -$4.26万 | 减仓 |
| TRGP | TARGA RES CORP | $3.44万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $3.46万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $3.48万 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $3.56万 | 0.00% | 837 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $3.61万 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $3.65万 | 0.00% | 691 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $3.66万 | 0.00% | 1,550 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $3.66万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $3.69万 | 0.00% | 136 | -5 | -3.5% | -$1,356 | 减仓 |
| VFC | V F CORP | $3.71万 | 0.00% | 2,186 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $3.79万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3.83万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $3.84万 | 0.00% | 846 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $3.94万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $3.94万 | 0.00% | 343 | -89 | -20.6% | -$1.02万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $4.00万 | 0.00% | 1,058 | -500 | -32.1% | -$1.89万 | 减仓 |
| YUM | YUM BRANDS INC | $4.06万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $4.14万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $4.18万 | 0.00% | 483 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $4.30万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $4.35万 | 0.00% | 1,044 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $4.35万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $4.37万 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $4.38万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $4.42万 | 0.00% | 4,004 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $4.42万 | 0.00% | 821 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $4.44万 | 0.00% | 946 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4.49万 | 0.00% | 209 | -79 | -27.4% | -$1.70万 | 减仓 |
| TSN | TYSON FOODS INC | $4.50万 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| VFQY | VANGUARD WELLINGTON FD | $4.51万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $4.53万 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $4.62万 | 0.00% | 780 | 780 | — | $4.62万 | 新建仓 |
| SNDA | SONIDA SENIOR LIVING INC | $4.67万 | 0.00% | 1,447 | 1,447 | — | $4.67万 | 新建仓 |
| TGT | TARGET CORP | $4.73万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $4.75万 | 0.00% | 125 | 125 | — | $4.75万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $4.79万 | 0.00% | 594 | 29 | 5.1% | $2,336 | 加仓 |
| GM | GENERAL MTRS CO | $4.88万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |