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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $17.39万 | 0.01% | 736 | 28 | 4.0% | $6,616 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $17.52万 | 0.01% | 1,318 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $17.60万 | 0.01% | 3,507 | -500 | -12.5% | -$2.51万 | 减仓 |
| IWB | ISHARES TR | $17.69万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $18.68万 | 0.01% | 504 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $19.26万 | 0.01% | 2,827 | -188 | -6.2% | -$1.28万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $20.06万 | 0.01% | 4,063 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $20.21万 | 0.01% | 1,531 | -165 | -9.7% | -$2.18万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $20.23万 | 0.01% | 2,298 | 203 | 9.7% | $1.79万 | 加仓 |
| OMC | OMNICOM GROUP INC | $20.69万 | 0.01% | 2,747 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $21.32万 | 0.01% | 379 | -7 | -1.8% | -$3,938 | 减仓 |
| GLW | CORNING INC | $21.60万 | 0.01% | 1,589 | -63 | -3.8% | -$8,565 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $21.89万 | 0.01% | 1,104 | -140 | -11.3% | -$2.78万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $22.22万 | 0.02% | 7,641 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $22.22万 | 0.02% | 1,696 | 3 | 0.2% | $393 | 加仓 |
| KO | COCA COLA CO | $22.47万 | 0.02% | 2,955 | 565 | 23.6% | $4.30万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $23.51万 | 0.02% | 236 | -301 | -56.1% | -$29.99万 | 减仓 |
| STIP | ISHARES TR | $23.53万 | 0.02% | 2,275 | -1 | -0.0% | -$103 | 减仓 |
| WM | WASTE MGMT INC DEL | $24.17万 | 0.02% | 1,052 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $24.37万 | 0.02% | 1,141 | -2 | -0.2% | -$427 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.92万 | 0.02% | 1,028 | -50 | -4.6% | -$1.21万 | 减仓 |
| F | FORD MTR CO | $25.45万 | 0.02% | 22,055 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $26.15万 | 0.02% | 3,299 | 23 | 0.7% | $1,823 | 加仓 |
| IEFA | ISHARES TR | $27.76万 | 0.02% | 3,066 | 87 | 2.9% | $7,876 | 加仓 |
| VUG | VANGUARD INDEX FDS | $28.39万 | 0.02% | 650 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $28.78万 | 0.02% | 3,264 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $29.14万 | 0.02% | 5,523 | -2,338 | -29.7% | -$12.34万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $33.37万 | 0.02% | 2,906 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $33.69万 | 0.02% | 9,615 | 32 | 0.3% | $1,121 | 加仓 |
| SDY | SPDR SERIES TRUST | $33.74万 | 0.02% | 2,312 | -485 | -17.3% | -$7.08万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $33.89万 | 0.02% | 4,593 | 305 | 7.1% | $2.25万 | 加仓 |
| EFV | ISHARES TR | $36.36万 | 0.02% | 4,890 | -566 | -10.4% | -$4.21万 | 减仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $36.38万 | 0.02% | 18,394 | 15,200 | 475.9% | $30.07万 | 加仓 |
| MCK | MCKESSON CORP | $37.47万 | 0.03% | 433 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $38.63万 | 0.03% | 1,098 | 19 | 1.8% | $6,685 | 加仓 |
| IWC | ISHARES TR | $38.75万 | 0.03% | 2,428 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.87万 | 0.03% | 1,150 | -623 | -35.1% | -$21.05万 | 减仓 |
| CAT | CATERPILLAR INC | $39.32万 | 0.03% | 555 | -118 | -17.5% | -$8.36万 | 减仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $39.92万 | 0.03% | 3,208 | 6 | 0.2% | $747 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $41.77万 | 0.03% | 4,106 | 17 | 0.4% | $1,729 | 加仓 |
| LLY | ELI LILLY & CO | $44.46万 | 0.03% | 483 | -14 | -2.8% | -$1.29万 | 减仓 |
| T | AT&T INC | $44.75万 | 0.03% | 15,437 | 384 | 2.6% | $1.11万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $45.16万 | 0.03% | 5,970 | 5,970 | — | $45.16万 | 新建仓 |
| IYW | ISHARES TR | $45.45万 | 0.03% | 2,505 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $48.33万 | 0.03% | 8,942 | -5,283 | -37.1% | -$28.56万 | 减仓 |
| IGSB | ISHARES TR | $48.57万 | 0.03% | 9,240 | 5 | 0.1% | $263 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $49.29万 | 0.03% | 11,865 | -243 | -2.0% | -$1.01万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $49.30万 | 0.03% | 1,737 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $49.53万 | 0.03% | 6,317 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $50.74万 | 0.03% | 10,191 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $51.41万 | 0.03% | 2,783 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $51.43万 | 0.03% | 2,104 | -318 | -13.1% | -$7.77万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $52.59万 | 0.04% | 3,595 | -2,119 | -37.1% | -$31.00万 | 减仓 |
| WMT | WALMART INC | $53.92万 | 0.04% | 4,339 | -198 | -4.4% | -$2.46万 | 减仓 |
| BSVO | EA SERIES TRUST | $55.12万 | 0.04% | 21,728 | -18,871 | -46.5% | -$47.88万 | 减仓 |
| HD | HOME DEPOT INC | $62.96万 | 0.04% | 1,914 | 7 | 0.4% | $2,303 | 加仓 |
| VOE | VANGUARD INDEX FDS | $64.15万 | 0.04% | 3,481 | 17 | 0.5% | $3,133 | 加仓 |
| ABBV | ABBVIE INC | $65.51万 | 0.04% | 3,012 | 4 | 0.1% | $870 | 加仓 |
| TXN | TEXAS INSTRS INC | $66.11万 | 0.04% | 3,405 | -2,978 | -46.7% | -$57.82万 | 减仓 |
| IJS | ISHARES TR | $68.67万 | 0.05% | 5,797 | -71 | -1.2% | -$8,410 | 减仓 |
| EFA | ISHARES TR | $70.07万 | 0.05% | 7,214 | -230 | -3.1% | -$2.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $70.51万 | 0.05% | 2,397 | 159 | 7.1% | $4.68万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $71.77万 | 0.05% | 27,993 | 71 | 0.3% | $1,820 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $76.18万 | 0.05% | 30,781 | -1,521 | -4.7% | -$3.76万 | 减仓 |
| VO | VANGUARD INDEX FDS | $102.19万 | 0.07% | 3,558 | 40 | 1.1% | $1.15万 | 加仓 |
| CVX | CHEVRON CORPORATION | $106.33万 | 0.07% | 5,139 | 5 | 0.1% | $1,035 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $110.91万 | 0.08% | 5,443 | 24 | 0.4% | $4,891 | 加仓 |
| AGQ | PROSHARES TR II | $115.39万 | 0.08% | 9,656 | -19,127 | -66.5% | -$228.58万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $117.60万 | 0.08% | 13,258 | -3,724 | -21.9% | -$33.03万 | 减仓 |
| DLS | WISDOMTREE TR | $119.10万 | 0.08% | 14,614 | -1,487 | -9.2% | -$12.12万 | 减仓 |
| AMZN | AMAZON COM INC | $121.72万 | 0.08% | 5,844 | -524 | -8.2% | -$10.91万 | 减仓 |
| GOOGL | ALPHABET INC | $124.71万 | 0.08% | 4,337 | -347 | -7.4% | -$9.98万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $126.63万 | 0.09% | 21,632 | -955 | -4.2% | -$5.59万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $137.76万 | 0.09% | 22,488 | 22,399 | 25,167.4% | $137.22万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $142.70万 | 0.10% | 17,245 | -1,016 | -5.6% | -$8.41万 | 减仓 |
| IWF | ISHARES TR | $145.54万 | 0.10% | 3,413 | -784 | -18.7% | -$33.43万 | 减仓 |
| — | EXXON MOBIL CORP | $151.47万 | 0.10% | 8,928 | -5,704 | -39.0% | -$96.77万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $156.55万 | 0.11% | 20,284 | -7,863 | -27.9% | -$60.69万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $156.81万 | 0.11% | 21,294 | 872 | 4.3% | $6.42万 | 加仓 |
| GLD | SPDR GOLD TR | $171.06万 | 0.12% | 3,976 | 133 | 3.5% | $5.72万 | 加仓 |
| FLOT | ISHARES TR | $183.04万 | 0.12% | 35,925 | -2,941 | -7.6% | -$14.98万 | 减仓 |
| VLUE | ISHARES TR | $183.14万 | 0.12% | 12,880 | -370 | -2.8% | -$5.26万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $192.99万 | 0.13% | 49,662 | 96 | 0.2% | $3,731 | 加仓 |
| SUB | ISHARES TR | $194.76万 | 0.13% | 18,287 | -489 | -2.6% | -$5.21万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $195.62万 | 0.13% | 25,641 | 25,641 | — | $195.62万 | 新建仓 |
| VCRM | VANGUARD MUN BD FDS | $197.17万 | 0.13% | 26,237 | 26,237 | — | $197.17万 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $199.04万 | 0.14% | 24,235 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $210.10万 | 0.14% | 8,022 | -180 | -2.2% | -$4.71万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $215.54万 | 0.15% | 31,102 | -400 | -1.3% | -$2.77万 | 减仓 |
| MSFT | MICROSOFT CORP | $220.34万 | 0.15% | 5,953 | -360 | -5.7% | -$13.33万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $237.78万 | 0.16% | 12,119 | -400 | -3.2% | -$7.85万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $240.18万 | 0.16% | 7,493 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $267.20万 | 0.18% | 12,299 | -320 | -2.5% | -$6.95万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $282.28万 | 0.19% | 115,738 | -51,667 | -30.9% | -$126.02万 | 减仓 |
| OKE | ONEOK INC NEW | $285.96万 | 0.19% | 31,636 | 3 | 0.0% | $271 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $305.71万 | 0.21% | 69,449 | -2,442 | -3.4% | -$10.75万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $329.71万 | 0.22% | 93,033 | 4,103 | 4.6% | $14.54万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $382.62万 | 0.26% | 53,959 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $391.08万 | 0.27% | 66,251 | 462 | 0.7% | $2.73万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $412.99万 | 0.28% | 52,671 | -12,010 | -18.6% | -$94.17万 | 减仓 |