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 |
|---|---|---|---|---|---|---|---|---|
| SWK | STANLEY BLACK & DECKER INC | $4.78万 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $4.78万 | 0.00% | 445 | -200 | -31.0% | -$2.15万 | 减仓 |
| NOBL | PROSHARES TR | $4.80万 | 0.00% | 854 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $4.90万 | 0.00% | 946 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $5.05万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $5.14万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| VFQY | VANGUARD WELLINGTON FD | $5.14万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $5.16万 | 0.00% | 1,550 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $5.26万 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $5.60万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $5.65万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $5.76万 | 0.00% | 9,886 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $5.83万 | 0.00% | 1,825 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $5.90万 | 0.00% | 1,447 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $5.91万 | 0.00% | 1,120 | 1,120 | — | $5.91万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $6.14万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $6.15万 | 0.00% | 495 | 495 | — | $6.15万 | 新建仓 |
| IQDG | WISDOMTREE TR | $6.20万 | 0.00% | 1,440 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $6.24万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $6.31万 | 0.00% | 1,328 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $6.38万 | 0.00% | 858 | 403 | 88.6% | $3.00万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $6.43万 | 0.00% | 709 | -5 | -0.7% | -$454 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $6.47万 | 0.00% | 1,912 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC | $6.55万 | 0.00% | 1,113 | 25 | 2.3% | $1,471 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $6.92万 | 0.00% | 506 | 247 | 95.4% | $3.38万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $6.97万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $7.10万 | 0.00% | 328 | -402 | -55.1% | -$8.71万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $7.29万 | 0.00% | 143 | 95 | 197.9% | $4.84万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $7.34万 | 0.00% | 1,777 | 304 | 20.6% | $1.26万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $7.40万 | 0.00% | 802 | 399 | 99.0% | $3.68万 | 加仓 |
| EVRG | EVERGY INC | $7.54万 | 0.00% | 872 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $7.55万 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $7.61万 | 0.00% | 987 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $7.61万 | 0.00% | 624 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $7.67万 | 0.00% | 1,067 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST | $7.81万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $8.19万 | 0.01% | 5,451 | 929 | 20.5% | $1.40万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $8.21万 | 0.01% | 667 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $8.31万 | 0.01% | 594 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $8.46万 | 0.01% | 204 | 68 | 50.0% | $2.82万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $8.55万 | 0.01% | 18,500 | 5,000 | 37.0% | $2.31万 | 加仓 |
| DHR | DANAHER CORP DEL | $8.61万 | 0.01% | 452 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $8.75万 | 0.01% | 290 | -50 | -14.7% | -$1.51万 | 减仓 |
| USMV | ISHARES TR | $8.77万 | 0.01% | 909 | 536 | 143.7% | $5.17万 | 加仓 |
| EFAV | ISHARES TR | $9.09万 | 0.01% | 1,037 | 255 | 32.6% | $2.24万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $9.18万 | 0.01% | 316 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $9.26万 | 0.01% | 1,607 | 4 | 0.2% | $230 | 加仓 |
| CRM | SALESFORCE INC | $9.27万 | 0.01% | 592 | 164 | 38.3% | $2.57万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $9.33万 | 0.01% | 2,530 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $9.46万 | 0.01% | 1,077 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $9.54万 | 0.01% | 630 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $9.63万 | 0.01% | 1,349 | -40 | -2.9% | -$2,857 | 减仓 |
| AGG | ISHARES TR | $9.77万 | 0.01% | 988 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $9.84万 | 0.01% | 4,320 | 1,594 | 58.5% | $3.63万 | 重新持有 |
| TGT | TARGET CORP | $9.93万 | 0.01% | 760 | 370 | 94.9% | $4.83万 | 加仓 |
| DVY | ISHARES TR | $10.03万 | 0.01% | 642 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $10.09万 | 0.01% | 12,250 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $10.85万 | 0.01% | 1,183 | 3 | 0.3% | $275 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $10.96万 | 0.01% | 2,982 | 1,924 | 181.9% | $7.07万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $11.03万 | 0.01% | 2,414 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $11.23万 | 0.01% | 224 | -1 | -0.4% | -$501 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $11.25万 | 0.01% | 1,655 | 1,655 | — | $11.25万 | 新建仓 |
| MCD | MCDONALDS CORP | $11.28万 | 0.01% | 417 | 2 | 0.5% | $541 | 加仓 |
| GEV | GE VERNOVA INC | $11.33万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $11.49万 | 0.01% | 1,903 | 582 | 44.1% | $3.52万 | 加仓 |
| — | BITWISE XRP ETF | $11.51万 | 0.01% | 9,868 | 1,244 | 14.4% | $1.45万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $11.61万 | 0.01% | 3,489 | -650 | -15.7% | -$2.16万 | 减仓 |
| V | VISA INC | $11.94万 | 0.01% | 348 | 108 | 45.0% | $3.71万 | 加仓 |
| QUAL | ISHARES TR | $12.03万 | 0.01% | 548 | 7 | 1.3% | $1,536 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $12.05万 | 0.01% | 705 | 705 | — | $12.05万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $12.16万 | 0.01% | 1,363 | 1,363 | — | $12.16万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $12.43万 | 0.01% | 1,040 | 400 | 62.5% | $4.78万 | 加仓 |
| CSX | CSX CORP | $12.44万 | 0.01% | 2,617 | 0 | 0.0% | — | 不变 |
| OVL | LISTED FDS TR | $12.56万 | 0.01% | 2,219 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $12.57万 | 0.01% | 1,230 | 22 | 1.8% | $2,248 | 加仓 |
| OGE | OGE ENERGY CORP | $12.68万 | 0.01% | 2,605 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $12.69万 | 0.01% | 372 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $13.11万 | 0.01% | 894 | -127 | -12.4% | -$1.86万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $13.11万 | 0.01% | 1,494 | 22 | 1.5% | $1,931 | 加仓 |
| PFE | PFIZER INC | $13.39万 | 0.01% | 5,560 | 1,663 | 42.7% | $4.00万 | 加仓 |
| IMTM | ISHARES TR | $13.42万 | 0.01% | 2,516 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $13.58万 | 0.01% | 716 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $13.74万 | 0.01% | 1,104 | 0 | 0.0% | — | 不变 |
| QTUM | ETF SER SOLUTIONS | $13.81万 | 0.01% | 835 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $13.86万 | 0.01% | 3,072 | 2,727 | 790.4% | $12.30万 | 加仓 |
| RLI | RLI CORP | $13.92万 | 0.01% | 2,356 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $13.92万 | 0.01% | 881 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $14.06万 | 0.01% | 2,051 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $14.30万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $14.40万 | 0.01% | 585 | 135 | 30.0% | $3.32万 | 加仓 |
| CLS | CELESTICA INC | $14.64万 | 0.01% | 401 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $14.65万 | 0.01% | 2,594 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $15.07万 | 0.01% | 445 | 19 | 4.5% | $6,433 | 加仓 |
| SLV | ISHARES SILVER TR | $15.12万 | 0.01% | 2,827 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $15.25万 | 0.01% | 2,813 | 642 | 29.6% | $3.48万 | 加仓 |
| CI | THE CIGNA GROUP | $15.38万 | 0.01% | 558 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $15.49万 | 0.01% | 1,318 | 461 | 53.8% | $5.42万 | 加仓 |
| IEMG | ISHARES INC | $15.50万 | 0.01% | 1,871 | 699 | 59.6% | $5.79万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $15.56万 | 0.01% | 3,674 | 167 | 4.8% | $7,071 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $15.84万 | 0.01% | 3,402 | 0 | 0.0% | — | 不变 |