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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $15.88万 | 0.01% | 939 | 200 | 27.1% | $3.38万 | 加仓 |
| COP | CONOCOPHILLIPS | $15.92万 | 0.01% | 1,531 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $15.93万 | 0.01% | 984 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $15.94万 | 0.01% | 374 | 91 | 32.2% | $3.88万 | 加仓 |
| PEP | PEPSICO INC | $15.95万 | 0.01% | 1,178 | 332 | 39.2% | $4.50万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $16.48万 | 0.01% | 1,302 | 612 | 88.7% | $7.75万 | 加仓 |
| WFC | WELLS FARGO & CO | $16.69万 | 0.01% | 2,020 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $16.94万 | 0.01% | 292 | 25 | 9.4% | $1.45万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $17.09万 | 0.01% | 1,972 | 851 | 75.9% | $7.37万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $17.35万 | 0.01% | 959 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $17.40万 | 0.01% | 527 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $17.46万 | 0.01% | 1,363 | 1,363 | — | $17.46万 | 新建仓 |
| BAC | BANK OF AMER CORP | $17.56万 | 0.01% | 3,082 | 819 | 36.2% | $4.67万 | 加仓 |
| IJR | ISHARES TR | $17.63万 | 0.01% | 1,189 | -69 | -5.5% | -$1.02万 | 减仓 |
| VV | VANGUARD INDEX FDS | $18.09万 | 0.01% | 526 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $18.17万 | 0.01% | 189 | 65 | 52.4% | $6.25万 | 加仓 |
| LOW | LOWES COS INC | $18.28万 | 0.01% | 829 | 93 | 12.6% | $2.05万 | 加仓 |
| STIP | ISHARES TR | $19.87万 | 0.01% | 1,945 | -330 | -14.5% | -$3.37万 | 减仓 |
| OMC | OMNICOM GROUP INC | $20.01万 | 0.01% | 2,747 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC | $20.01万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $20.31万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $20.53万 | 0.01% | 2,696 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.17万 | 0.01% | 301 | 20 | 7.1% | $1.41万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $21.78万 | 0.01% | 4,063 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $22.08万 | 0.01% | 236 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $22.64万 | 0.01% | 660 | 135 | 25.7% | $4.63万 | 加仓 |
| WM | WASTE MGMT INC DEL | $23.45万 | 0.01% | 1,052 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $23.55万 | 0.01% | 2,898 | -57 | -1.9% | -$4,632 | 减仓 |
| DE | DEERE & CO | $24.01万 | 0.02% | 379 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $24.31万 | 0.02% | 1,698 | 2 | 0.1% | $286 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $24.48万 | 0.02% | 18,394 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $24.80万 | 0.02% | 430 | 427 | 14,233.3% | $24.63万 | 加仓 |
| IWD | ISHARES TR | $24.80万 | 0.02% | 1,023 | -118 | -10.3% | -$2.86万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $25.11万 | 0.02% | 1,318 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $25.14万 | 0.02% | 5,523 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $25.25万 | 0.02% | 219 | -28 | -11.3% | -$3.23万 | 减仓 |
| IAU | ISHARES GOLD TR | $25.27万 | 0.02% | 3,347 | 83 | 2.5% | $6,267 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $25.81万 | 0.02% | 2,604 | 306 | 13.3% | $3.03万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $26.42万 | 0.02% | 3,084 | 3,084 | — | $26.42万 | 新建仓 |
| IVW | ISHARES TR | $27.26万 | 0.02% | 1,982 | 868 | 77.9% | $11.94万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $27.61万 | 0.02% | 7,641 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.91万 | 0.02% | 1,028 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $29.60万 | 0.02% | 4,512 | 2,312 | 105.1% | $15.17万 | 重新持有 |
| IEFA | ISHARES TR | $29.61万 | 0.02% | 3,066 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $32.06万 | 0.02% | 7,990 | 4,355 | 119.8% | $17.48万 | 加仓 |
| MCK | MCKESSON CORP | $32.72万 | 0.02% | 433 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $33.59万 | 0.02% | 3,900 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $33.86万 | 0.02% | 460 | 367 | 394.6% | $27.02万 | 加仓 |
| T | AT&T INC | $34.50万 | 0.02% | 16,665 | 1,228 | 8.0% | $2.54万 | 加仓 |
| SDY | SPDR SERIES TRUST | $35.18万 | 0.02% | 2,312 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $36.11万 | 0.02% | 25,978 | 3,923 | 17.8% | $5.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $37.42万 | 0.02% | 9,648 | 33 | 0.3% | $1,280 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $38.59万 | 0.02% | 2,806 | -100 | -3.4% | -$1.38万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $39.74万 | 0.02% | 4,801 | 208 | 4.5% | $1.72万 | 加仓 |
| AMGN | AMGEN INC | $39.76万 | 0.02% | 1,098 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $40.50万 | 0.03% | 5,291 | 401 | 8.2% | $3.07万 | 加仓 |
| GLW | CORNING INC | $40.58万 | 0.03% | 1,589 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $41.52万 | 0.03% | 1,737 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.40万 | 0.03% | 3,891 | 296 | 8.2% | $3.45万 | 加仓 |
| WMT | WALMART INC | $45.62万 | 0.03% | 4,028 | -311 | -7.2% | -$3.52万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $47.94万 | 0.03% | 2,783 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $48.22万 | 0.03% | 5,861 | -456 | -7.2% | -$3.75万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $48.37万 | 0.03% | 4,122 | 16 | 0.4% | $1,877 | 加仓 |
| IGSB | ISHARES TR | $48.47万 | 0.03% | 9,248 | 8 | 0.1% | $419 | 加仓 |
| IWC | ISHARES TR | $48.56万 | 0.03% | 2,428 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $49.13万 | 0.03% | 11,865 | 0 | 0.0% | — | 不变 |
| VIOG | VANGUARD ADMIRAL FDS INC | $49.28万 | 0.03% | 3,212 | 4 | 0.1% | $614 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $50.67万 | 0.03% | 6,411 | 3,112 | 94.3% | $24.60万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $50.73万 | 0.03% | 10,191 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.30万 | 0.03% | 1,116 | -34 | -3.0% | -$1.62万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $53.48万 | 0.03% | 2,106 | 2 | 0.1% | $508 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.57万 | 0.03% | 9,310 | 368 | 4.1% | $2.20万 | 加仓 |
| CAT | CATERPILLAR INC | $59.10万 | 0.04% | 555 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $59.18万 | 0.04% | 493 | 10 | 2.1% | $1.20万 | 加仓 |
| VO | VANGUARD INDEX FDS | $60.71万 | 0.04% | 7,535 | -6,697 | -47.1% | -$53.96万 | 减仓 |
| IYW | ISHARES TR | $63.18万 | 0.04% | 2,505 | 0 | 0.0% | — | 不变 |
| BSVO | EA SERIES TRUST | $63.42万 | 0.04% | 21,728 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $63.92万 | 0.04% | 3,235 | -246 | -7.1% | -$4.86万 | 减仓 |
| HD | HOME DEPOT INC | $68.61万 | 0.04% | 1,945 | 31 | 1.6% | $1.09万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $69.93万 | 0.04% | 9,240 | 3,270 | 54.8% | $24.75万 | 加仓 |
| EFA | ISHARES TR | $74.44万 | 0.05% | 7,166 | -48 | -0.7% | -$4,986 | 减仓 |
| ABBV | ABBVIE INC | $75.90万 | 0.05% | 3,016 | 4 | 0.1% | $1,007 | 加仓 |
| IJS | ISHARES TR | $76.38万 | 0.05% | 5,588 | -209 | -3.6% | -$2.86万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $82.57万 | 0.05% | 28,057 | 64 | 0.2% | $1,884 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $85.80万 | 0.05% | 30,975 | 194 | 0.6% | $5,374 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $87.95万 | 0.06% | 2,687 | 290 | 12.1% | $9.49万 | 加仓 |
| CVX | CHEVRON CORPORATION | $94.47万 | 0.06% | 5,699 | 560 | 10.9% | $9.28万 | 加仓 |
| TXN | TEXAS INSTRS INC | $94.75万 | 0.06% | 3,179 | -226 | -6.6% | -$6.74万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $103.74万 | 0.07% | 4,733 | -710 | -13.0% | -$15.56万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $118.13万 | 0.07% | 12,250 | -1,008 | -7.6% | -$9.72万 | 减仓 |
| DLS | WISDOMTREE TR | $121.11万 | 0.08% | 14,454 | -160 | -1.1% | -$1.34万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $124.09万 | 0.08% | 21,322 | -310 | -1.4% | -$1.80万 | 减仓 |
| — | EXXON MOBIL CORP | $124.19万 | 0.08% | 9,083 | 155 | 1.7% | $2.12万 | 加仓 |
| FLOT | ISHARES TR | $133.26万 | 0.08% | 26,103 | -9,822 | -27.3% | -$50.14万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $136.56万 | 0.09% | 16,523 | -722 | -4.2% | -$5.97万 | 减仓 |
| AMZN | AMAZON COM INC | $145.11万 | 0.09% | 6,088 | 244 | 4.2% | $5.82万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $155.46万 | 0.10% | 20,269 | -15 | -0.1% | -$1,151 | 减仓 |
| GOOGL | ALPHABET INC | $159.45万 | 0.10% | 4,462 | 125 | 2.9% | $4.47万 | 加仓 |
| IWF | ISHARES TR | $160.37万 | 0.10% | 12,915 | -737 | -5.4% | -$9.15万 | 减仓 |
| GLD | SPDR GOLD TR | $162.88万 | 0.10% | 4,422 | 446 | 11.2% | $16.43万 | 加仓 |