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 |
|---|---|---|---|---|---|---|---|---|
| VPLS | VANGUARD MALVERN FDS | $419.69万 | 0.29% | 54,092 | 54,092 | — | $419.69万 | 新建仓 |
| MUB | ISHARES TR | $425.68万 | 0.29% | 40,102 | -976 | -2.4% | -$10.36万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $431.84万 | 0.29% | 24,761 | -406 | -1.6% | -$7.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $461.04万 | 0.31% | 7,089 | -1,269 | -15.2% | -$82.53万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $490.39万 | 0.33% | 192,462 | -12,000 | -5.9% | -$30.58万 | 减仓 |
| ISCF | ISHARES TR | $538.78万 | 0.37% | 128,925 | -4,401 | -3.3% | -$18.39万 | 减仓 |
| MSTR | STRATEGY INC | $567.66万 | 0.39% | 45,485 | 29,351 | 181.9% | $366.30万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $627.02万 | 0.43% | 134,151 | -7,242 | -5.1% | -$33.85万 | 减仓 |
| AAPL | APPLE INC | $657.30万 | 0.45% | 25,899 | -654 | -2.5% | -$16.60万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $721.09万 | 0.49% | 115,744 | -4,753 | -3.9% | -$29.61万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $843.51万 | 0.57% | 184,187 | -2,145 | -1.2% | -$9.82万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $863.19万 | 0.59% | 115,354 | -4,692 | -3.9% | -$35.11万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $905.21万 | 0.62% | 267,339 | -6,211 | -2.3% | -$21.03万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $954.73万 | 0.65% | 127,128 | -4,991 | -3.8% | -$37.48万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $987.41万 | 0.67% | 417,511 | -104,423 | -20.0% | -$246.96万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $988.60万 | 0.67% | 67,810 | -7,549 | -10.0% | -$110.06万 | 减仓 |
| TSLA | TESLA INC | $990.02万 | 0.67% | 26,631 | -4,592 | -14.7% | -$170.71万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $1,000.32万 | 0.68% | 98,904 | -2,550 | -2.5% | -$25.79万 | 减仓 |
| VSDB | VANGUARD MALVERN FDS | $1,026.74万 | 0.70% | 134,655 | 133,987 | 20,057.9% | $1,021.65万 | 加仓 |
| IVV | ISHARES TR | $1,274.50万 | 0.87% | 19,511 | -1,225 | -5.9% | -$80.02万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,278.04万 | 0.87% | 39,838 | 2,378 | 6.3% | $76.29万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,521.67万 | 1.03% | 304,638 | -91,891 | -23.2% | -$459.00万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,028.05万 | 2.06% | 484,876 | -11,972 | -2.4% | -$74.77万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $3,415.94万 | 2.32% | 632,699 | 204,745 | 47.8% | $1,105.42万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $3,438.96万 | 2.34% | 934,247 | 165,458 | 21.5% | $609.05万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,766.32万 | 2.56% | 529,498 | -25,588 | -4.6% | -$182.01万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $3,813.80万 | 2.59% | 795,703 | -52,157 | -6.2% | -$249.99万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $4,261.31万 | 2.90% | 426,729 | -10,351 | -2.4% | -$103.37万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $4,461.16万 | 3.03% | 894,199 | -4,054 | -0.5% | -$20.23万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,615.35万 | 3.14% | 572,766 | -9,851 | -1.7% | -$79.38万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,754.75万 | 3.23% | 742,002 | 12,904 | 1.8% | $82.69万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $5,775.57万 | 3.93% | 744,755 | 83,429 | 12.6% | $646.99万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $5,935.38万 | 4.04% | 1,224,800 | -44,214 | -3.5% | -$214.26万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $6,064.83万 | 4.12% | 1,149,077 | -22,884 | -2.0% | -$120.78万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $7,864.17万 | 5.35% | 2,139,327 | 90,925 | 4.4% | $334.24万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $8,263.57万 | 5.62% | 748,037 | 10,711 | 1.5% | $118.32万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $9,217.86万 | 6.27% | 154,261 | 8,175 | 5.6% | $488.50万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.08亿 | 7.36% | 1,342,478 | 13,146 | 1.0% | $105.97万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.36亿 | 9.27% | 3,229,394 | 6,030 | 0.2% | $25.46万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1.49亿 | 10.12% | 3,109,706 | -95,101 | -3.0% | -$455.34万 | 减仓 |