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 |
|---|---|---|---|---|---|---|---|---|
| BTC | GRAYSCALE BITCOIN MINI TR ET | $4.93万 | 0.00% | 1,644 | -67 | -3.9% | -$2,009 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $4.97万 | 0.00% | 9,886 | 9,300 | 1,587.0% | $4.68万 | 加仓 |
| KLAC | KLA CORP | $5.01万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $5.12万 | 0.00% | 1,522 | 170 | 12.6% | $5,724 | 加仓 |
| NRG | NRG ENERGY INC | $5.14万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| EWX | SPDR INDEX SHS FDS | $5.30万 | 0.00% | 801 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $5.35万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $5.42万 | 0.00% | 267 | -500 | -65.2% | -$10.15万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $5.57万 | 0.00% | 1,912 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $5.58万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $5.71万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| IQDG | WISDOMTREE TR | $5.78万 | 0.00% | 1,440 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $5.89万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $5.96万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $6.02万 | 0.00% | 219 | 1 | 0.5% | $275 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $6.12万 | 0.00% | 1,825 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $6.14万 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $6.15万 | 0.00% | 624 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $6.20万 | 0.00% | 1,328 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $6.32万 | 0.00% | 13,500 | 6,500 | 92.9% | $3.04万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $6.35万 | 0.00% | 645 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $6.65万 | 0.00% | 857 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $6.66万 | 0.00% | 987 | -30 | -2.9% | -$2,026 | 减仓 |
| C | CITIGROUP INC | $6.74万 | 0.00% | 594 | -155 | -20.7% | -$1.76万 | 减仓 |
| USB | US BANCORP | $6.87万 | 0.00% | 1,321 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $7.04万 | 0.00% | 1,067 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $7.05万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $7.07万 | 0.00% | 588 | -244 | -29.3% | -$2.93万 | 减仓 |
| EVRG | EVERGY INC | $7.14万 | 0.00% | 872 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $7.14万 | 0.00% | 782 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST | $7.17万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $7.25万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $7.34万 | 0.00% | 714 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $7.41万 | 0.01% | 1,473 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC | $7.69万 | 0.01% | 1,088 | -5,248 | -82.8% | -$37.10万 | 减仓 |
| — | QORVO INC | $7.74万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $7.83万 | 0.01% | 2,530 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $7.98万 | 0.01% | 723 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $8.00万 | 0.01% | 428 | -8 | -1.8% | -$1,495 | 减仓 |
| IEMG | ISHARES INC | $8.17万 | 0.01% | 1,172 | -365 | -23.7% | -$2.55万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $8.24万 | 0.01% | 1,077 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $8.34万 | 0.01% | 247 | 150 | 154.6% | $5.06万 | 加仓 |
| GEV | GE VERNOVA INC | $8.42万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $8.57万 | 0.01% | 452 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $8.82万 | 0.01% | 1,121 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $8.96万 | 0.01% | 835 | -200 | -19.3% | -$2.15万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $8.98万 | 0.01% | 4,522 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $9.03万 | 0.01% | 690 | -140 | -16.9% | -$1.83万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $9.36万 | 0.01% | 450 | -9 | -2.0% | -$1,871 | 减仓 |
| DVY | ISHARES TR | $9.72万 | 0.01% | 642 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $9.72万 | 0.01% | 1,603 | -146 | -8.3% | -$8,855 | 减仓 |
| AGG | ISHARES TR | $9.80万 | 0.01% | 988 | -606 | -38.0% | -$6.01万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $10.06万 | 0.01% | 1,180 | 3 | 0.3% | $256 | 加仓 |
| TJX | TJX COS INC NEW | $10.06万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $10.12万 | 0.01% | 283 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $10.38万 | 0.01% | 541 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $10.41万 | 0.01% | 2,414 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $10.49万 | 0.01% | 667 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $10.74万 | 0.01% | 2,617 | 133 | 5.4% | $5,459 | 加仓 |
| SBUX | STARBUCKS CORP | $10.82万 | 0.01% | 1,208 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $10.91万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $10.94万 | 0.01% | 3,897 | -486 | -11.1% | -$1.36万 | 减仓 |
| BAC | BANK AMERICA CORP | $11.03万 | 0.01% | 2,263 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $11.04万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $11.07万 | 0.01% | 12,250 | -15,000 | -55.0% | -$13.56万 | 减仓 |
| OVL | LISTED FDS TR | $11.16万 | 0.01% | 2,219 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $11.30万 | 0.01% | 401 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $11.75万 | 0.01% | 2,171 | 805 | 58.9% | $4.36万 | 加仓 |
| BLK | BLACKROCK INC | $11.93万 | 0.01% | 124 | -61 | -33.0% | -$5.87万 | 减仓 |
| IMTM | ISHARES TR | $12.08万 | 0.01% | 2,516 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $12.33万 | 0.01% | 2,051 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $12.49万 | 0.01% | 2,605 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $12.54万 | 0.01% | 2,696 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $12.60万 | 0.01% | 1,114 | -550 | -33.1% | -$6.22万 | 减仓 |
| MTUM | ISHARES TR | $12.61万 | 0.01% | 525 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $12.89万 | 0.01% | 426 | 6 | 1.4% | $1,815 | 加仓 |
| MCD | MCDONALDS CORP | $12.91万 | 0.01% | 415 | 1 | 0.2% | $311 | 加仓 |
| — | BITWISE XRP ETF | $12.96万 | 0.01% | 8,624 | 684 | 8.6% | $1.03万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $13.05万 | 0.01% | 881 | -75 | -7.8% | -$1.11万 | 减仓 |
| PEP | PEPSICO INC | $13.13万 | 0.01% | 846 | 7 | 0.8% | $1,086 | 加仓 |
| NFLX | NETFLIX INC. | $13.36万 | 0.01% | 1,389 | 525 | 60.8% | $5.05万 | 加仓 |
| RLI | RLI CORP | $13.44万 | 0.01% | 2,356 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $13.47万 | 0.01% | 739 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $13.67万 | 0.01% | 1,472 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $13.81万 | 0.01% | 716 | -2,647 | -78.7% | -$51.06万 | 减仓 |
| MMM | 3M CO | $14.29万 | 0.01% | 984 | -101 | -9.3% | -$1.47万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $14.34万 | 0.01% | 3,635 | 882 | 32.0% | $3.48万 | 加仓 |
| BA | BOEING CO | $14.53万 | 0.01% | 730 | -100 | -12.0% | -$1.99万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $14.70万 | 0.01% | 2,594 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $14.74万 | 0.01% | 1,021 | -56 | -5.2% | -$8,087 | 减仓 |
| CI | THE CIGNA GROUP | $14.88万 | 0.01% | 558 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $15.37万 | 0.01% | 527 | -11 | -2.0% | -$3,208 | 减仓 |
| IJR | ISHARES TR | $15.63万 | 0.01% | 1,258 | -60 | -4.6% | -$7,456 | 减仓 |
| VV | VANGUARD INDEX FDS | $15.72万 | 0.01% | 526 | 76 | 16.9% | $2.27万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $15.86万 | 0.01% | 959 | 341 | 55.2% | $5.64万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $15.90万 | 0.01% | 4,139 | 475 | 13.0% | $1.82万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $15.92万 | 0.01% | 3,402 | -225 | -6.2% | -$1.05万 | 减仓 |
| WFC | WELLS FARGO & CO | $16.08万 | 0.01% | 2,020 | 807 | 66.5% | $6.42万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $16.11万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $17.33万 | 0.01% | 281 | -307 | -52.2% | -$18.93万 | 减仓 |