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 |
|---|---|---|---|---|---|---|---|---|
| AGQ | PROSHARES TR II | $0 | 0.00% | 0 | -9,656 | -100.0% | -$115.39万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | -504 | -100.0% | -$18.68万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -723 | -100.0% | -$7.98万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$7.74万 | 清仓 |
| EWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -801 | -100.0% | -$5.30万 | 清仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $0 | 0.00% | 0 | -846 | -100.0% | -$3.84万 | 清仓 |
| GAB | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -3,917 | -100.0% | -$2.19万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -318 | -100.0% | -$2.01万 | 清仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $0 | 0.00% | 0 | -425 | -100.0% | -$1.90万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -125 | -100.0% | -$1.72万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -436 | -100.0% | -$1.53万 | 清仓 |
| — | SEABRIDGE GOLD INC | $0 | 0.00% | 0 | -524 | -100.0% | -$1.49万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -64 | -100.0% | -$1.45万 | 清仓 |
| DON | WISDOMTREE TR | $0 | 0.00% | 0 | -206 | -100.0% | -$1.08万 | 清仓 |
| — | BITWISE FUNDS TRUST | $0 | 0.00% | 0 | -835 | -100.0% | -$8,572 | 清仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $0 | 0.00% | 0 | -547 | -100.0% | -$7,073 | 清仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $0 | 0.00% | 0 | -537 | -100.0% | -$6,267 | 清仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $0 | 0.00% | 0 | -362 | -100.0% | -$6,194 | 清仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $0 | 0.00% | 0 | -475 | -100.0% | -$5,729 | 清仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $0 | 0.00% | 0 | -143 | -100.0% | -$5,130 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $0 | 0.00% | 0 | -624 | -100.0% | -$4,705 | 清仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $0 | 0.00% | 0 | -412 | -100.0% | -$4,541 | 清仓 |
| BCX | BLACKROCK RES & COMMODITIES | $0 | 0.00% | 0 | -364 | -100.0% | -$4,387 | 清仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $0 | 0.00% | 0 | -197 | -100.0% | -$4,358 | 清仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $0 | 0.00% | 0 | -249 | -100.0% | -$4,134 | 清仓 |
| DES | WISDOMTREE TR | $0 | 0.00% | 0 | -107 | -100.0% | -$3,846 | 清仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $0 | 0.00% | 0 | -606 | -100.0% | -$3,364 | 清仓 |
| HR | HEALTHCARE RLTY TR | $0 | 0.00% | 0 | -150 | -100.0% | -$2,549 | 清仓 |
| BEAM | BEAM THERAPEUTICS INC | $0 | 0.00% | 0 | -106 | -100.0% | -$2,526 | 清仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $0 | 0.00% | 0 | -118 | -100.0% | -$2,520 | 清仓 |
| PFFA | ETFIS SER TR I | $0 | 0.00% | 0 | -123 | -100.0% | -$2,505 | 清仓 |
| SLRC | SLR INVESTMENT CORP | $0 | 0.00% | 0 | -163 | -100.0% | -$2,333 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -225 | -100.0% | -$2,257 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -274 | -100.0% | -$2,236 | 清仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $0 | 0.00% | 0 | -176 | -100.0% | -$2,121 | 清仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $0 | 0.00% | 0 | -98 | -100.0% | -$1,937 | 清仓 |
| — | NANO DIMENSION LTD | $0 | 0.00% | 0 | -1,115 | -100.0% | -$1,896 | 清仓 |
| AMBA | AMBARELLA INC | $0 | 0.00% | 0 | -22 | -100.0% | -$1,133 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,041 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -2 | -100.0% | -$530 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -2 | -100.0% | -$361 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$354 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -17 | -100.0% | -$321 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -12 | -100.0% | -$303 | 清仓 |
| LOGI | LOGITECH INTL S A | $0 | 0.00% | 0 | -3 | -100.0% | -$274 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -9 | -100.0% | -$231 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -5 | -100.0% | -$227 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2 | -100.0% | -$143 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -5 | -100.0% | -$92 | 清仓 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | -10 | -100.0% | -$74 | 清仓 |
| HNI | HNI CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$67 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | 0 | — | -$55 | 清仓 |
| — | GABELLI EQUITY TR INC | $0 | 0.00% | 0 | -3,920 | -100.0% | -$28 | 清仓 |
| SMMU | PIMCO ETF TR | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC | $7 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $8 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $9 | 0.00% | 0 | 0 | — | -$8 | 清仓 |
| AVUQ | AMERICAN CENTY ETF TR | $9 | 0.00% | 0 | 0 | — | -$8 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $11 | 0.00% | 0 | 0 | — | -$13 | 清仓 |
| DB | DEUTSCHE BK AG | $11 | 0.00% | 0 | 0 | — | -$9 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC | $13 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $13 | 0.00% | 0 | 0 | — | -$10 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $14 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | BANZAI INTERNATIONAL INC | $16 | 0.00% | 5 | 5 | — | $16 | 新建仓 |
| KVUE | KENVUE INC | $17 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DNUT | KRISPY KREME INC | $22 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | CEMTREX INC | $22 | 0.00% | 7 | 7 | — | $22 | 新建仓 |
| — | GAMESTOP CORP NEW | $23 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $32 | 0.00% | 0 | 0 | — | — | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $46 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $48 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD SCOTTSDALE FDS | $48 | 0.00% | 1 | 1 | — | $48 | 新建仓 |
| IAGG | ISHARES TR | $51 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SABR | SABRE CORP | $74 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $77 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $78 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | FUNDRISE INNOVATION FD LLC | $87 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ATKORE INC | $95 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $103 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $108 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $119 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $119 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $123 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $126 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $129 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $135 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | POWERBANK CORP | $138 | 0.00% | 200 | 200 | — | $138 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $146 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $149 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP | $153 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $160 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $175 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC | $176 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $176 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $179 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $180 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $182 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $184 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $186 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $188 | 0.00% | 3 | 0 | 0.0% | — | 不变 |