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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $45.62万 | 0.03% | 4,028 | -311 | -7.2% | -$3.52万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.40万 | 0.03% | 3,891 | 296 | 8.2% | $3.45万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $41.52万 | 0.03% | 1,737 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $40.58万 | 0.03% | 1,589 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $40.50万 | 0.03% | 5,291 | 401 | 8.2% | $3.07万 | 加仓 |
| AMGN | AMGEN INC | $39.76万 | 0.02% | 1,098 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $39.74万 | 0.02% | 4,801 | 208 | 4.5% | $1.72万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $38.59万 | 0.02% | 2,806 | -100 | -3.4% | -$1.38万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $37.42万 | 0.02% | 9,648 | 33 | 0.3% | $1,280 | 加仓 |
| F | FORD MTR CO | $36.11万 | 0.02% | 25,978 | 3,923 | 17.8% | $5.45万 | 加仓 |
| SDY | SPDR SERIES TRUST | $35.18万 | 0.02% | 2,312 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $34.50万 | 0.02% | 16,665 | 1,228 | 8.0% | $2.54万 | 加仓 |
| QQQ | INVESCO QQQ TR | $33.86万 | 0.02% | 460 | 367 | 394.6% | $27.02万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $33.59万 | 0.02% | 3,900 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $32.72万 | 0.02% | 433 | 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 |
| IEFA | ISHARES TR | $29.61万 | 0.02% | 3,066 | 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 |
| IBM | INTERNATIONAL BUSINESS MACHS | $28.91万 | 0.02% | 1,028 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $27.61万 | 0.02% | 7,641 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $27.26万 | 0.02% | 1,982 | 868 | 77.9% | $11.94万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $26.42万 | 0.02% | 3,084 | 3,084 | — | $26.42万 | 新建仓 |
| AVGE | AMERICAN CENTY ETF TR | $25.81万 | 0.02% | 2,604 | 306 | 13.3% | $3.03万 | 加仓 |
| IAU | ISHARES GOLD TR | $25.27万 | 0.02% | 3,347 | 83 | 2.5% | $6,267 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $25.25万 | 0.02% | 219 | -28 | -11.3% | -$3.23万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $25.14万 | 0.02% | 5,523 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $25.11万 | 0.02% | 1,318 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $24.80万 | 0.02% | 1,023 | -118 | -10.3% | -$2.86万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $24.80万 | 0.02% | 430 | 427 | 14,233.3% | $24.63万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $24.48万 | 0.02% | 18,394 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $24.31万 | 0.02% | 1,698 | 2 | 0.1% | $286 | 加仓 |
| DE | DEERE & CO | $24.01万 | 0.02% | 379 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $23.55万 | 0.01% | 2,898 | -57 | -1.9% | -$4,632 | 减仓 |
| WM | WASTE MGMT INC DEL | $23.45万 | 0.01% | 1,052 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $22.64万 | 0.01% | 660 | 135 | 25.7% | $4.63万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $22.08万 | 0.01% | 236 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $21.78万 | 0.01% | 4,063 | 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 |
| ARTY | ISHARES TR | $20.53万 | 0.01% | 2,696 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $20.31万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC | $20.01万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $20.01万 | 0.01% | 2,747 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $19.87万 | 0.01% | 1,945 | -330 | -14.5% | -$3.37万 | 减仓 |
| LOW | LOWES COS INC | $18.28万 | 0.01% | 829 | 93 | 12.6% | $2.05万 | 加仓 |
| BLK | BLACKROCK INC | $18.17万 | 0.01% | 189 | 65 | 52.4% | $6.25万 | 加仓 |
| VV | VANGUARD INDEX FDS | $18.09万 | 0.01% | 526 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $17.63万 | 0.01% | 1,189 | -69 | -5.5% | -$1.02万 | 减仓 |
| BAC | BANK OF AMER CORP | $17.56万 | 0.01% | 3,082 | 819 | 36.2% | $4.67万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $17.46万 | 0.01% | 1,363 | 1,363 | — | $17.46万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $17.40万 | 0.01% | 527 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $17.35万 | 0.01% | 959 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $17.09万 | 0.01% | 1,972 | 851 | 75.9% | $7.37万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $16.94万 | 0.01% | 292 | 25 | 9.4% | $1.45万 | 加仓 |
| WFC | WELLS FARGO & CO | $16.69万 | 0.01% | 2,020 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $16.48万 | 0.01% | 1,302 | 612 | 88.7% | $7.75万 | 加仓 |
| PEP | PEPSICO INC | $15.95万 | 0.01% | 1,178 | 332 | 39.2% | $4.50万 | 加仓 |
| ETN | EATON CORP PLC | $15.94万 | 0.01% | 374 | 91 | 32.2% | $3.88万 | 加仓 |
| MMM | 3M CO | $15.93万 | 0.01% | 984 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $15.92万 | 0.01% | 1,531 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $15.88万 | 0.01% | 939 | 200 | 27.1% | $3.38万 | 加仓 |
| AVSF | AMERICAN CENTY ETF TR | $15.84万 | 0.01% | 3,402 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $15.56万 | 0.01% | 3,674 | 167 | 4.8% | $7,071 | 加仓 |
| IEMG | ISHARES INC | $15.50万 | 0.01% | 1,871 | 699 | 59.6% | $5.79万 | 加仓 |
| CSCO | CISCO SYS INC | $15.49万 | 0.01% | 1,318 | 461 | 53.8% | $5.42万 | 加仓 |
| CI | THE CIGNA GROUP | $15.38万 | 0.01% | 558 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $15.25万 | 0.01% | 2,813 | 642 | 29.6% | $3.48万 | 加仓 |
| SLV | ISHARES SILVER TR | $15.12万 | 0.01% | 2,827 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $15.07万 | 0.01% | 445 | 19 | 4.5% | $6,433 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $14.65万 | 0.01% | 2,594 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $14.64万 | 0.01% | 401 | 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 |
| LRCX | LAM RESEARCH CORP | $14.30万 | 0.01% | 330 | 0 | 0.0% | — | 不变 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $14.06万 | 0.01% | 2,051 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $13.92万 | 0.01% | 881 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $13.92万 | 0.01% | 2,356 | 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 |
| QTUM | ETF SER SOLUTIONS | $13.81万 | 0.01% | 835 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $13.74万 | 0.01% | 1,104 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $13.58万 | 0.01% | 716 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES TR | $13.42万 | 0.01% | 2,516 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $13.39万 | 0.01% | 5,560 | 1,663 | 42.7% | $4.00万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $13.11万 | 0.01% | 1,494 | 22 | 1.5% | $1,931 | 加仓 |
| PG | PROCTER & GAMBLE CO | $13.11万 | 0.01% | 894 | -127 | -12.4% | -$1.86万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $12.69万 | 0.01% | 372 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $12.68万 | 0.01% | 2,605 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $12.57万 | 0.01% | 1,230 | 22 | 1.8% | $2,248 | 加仓 |
| OVL | LISTED FDS TR | $12.56万 | 0.01% | 2,219 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $12.44万 | 0.01% | 2,617 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $12.43万 | 0.01% | 1,040 | 400 | 62.5% | $4.78万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $12.16万 | 0.01% | 1,363 | 1,363 | — | $12.16万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $12.05万 | 0.01% | 705 | 705 | — | $12.05万 | 新建仓 |
| QUAL | ISHARES TR | $12.03万 | 0.01% | 548 | 7 | 1.3% | $1,536 | 加仓 |
| V | VISA INC | $11.94万 | 0.01% | 348 | 108 | 45.0% | $3.71万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $11.61万 | 0.01% | 3,489 | -650 | -15.7% | -$2.16万 | 减仓 |
| — | BITWISE XRP ETF | $11.51万 | 0.01% | 9,868 | 1,244 | 14.4% | $1.45万 | 加仓 |
| USB | US BANCORP | $11.49万 | 0.01% | 1,903 | 582 | 44.1% | $3.52万 | 加仓 |
| GEV | GE VERNOVA INC | $11.33万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $11.28万 | 0.01% | 417 | 2 | 0.5% | $541 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $11.25万 | 0.01% | 1,655 | 1,655 | — | $11.25万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $11.23万 | 0.01% | 224 | -1 | -0.4% | -$501 | 减仓 |