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 |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | $8.17万 | 0.01% | 1,172 | -365 | -23.7% | -$2.55万 | 减仓 |
| CRM | SALESFORCE INC | $8.00万 | 0.01% | 428 | -8 | -1.8% | -$1,495 | 减仓 |
| SHV | ISHARES TR | $7.98万 | 0.01% | 723 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $7.83万 | 0.01% | 2,530 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $7.74万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC | $7.69万 | 0.01% | 1,088 | -5,248 | -82.8% | -$37.10万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $7.41万 | 0.01% | 1,473 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $7.34万 | 0.00% | 714 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $7.25万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST | $7.17万 | 0.00% | 418 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $7.14万 | 0.00% | 782 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $7.14万 | 0.00% | 872 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $7.07万 | 0.00% | 588 | -244 | -29.3% | -$2.93万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $7.05万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $7.04万 | 0.00% | 1,067 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $6.87万 | 0.00% | 1,321 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $6.74万 | 0.00% | 594 | -155 | -20.7% | -$1.76万 | 减仓 |
| IJH | ISHARES TR | $6.66万 | 0.00% | 987 | -30 | -2.9% | -$2,026 | 减仓 |
| CSCO | CISCO SYS INC | $6.65万 | 0.00% | 857 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $6.35万 | 0.00% | 645 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $6.32万 | 0.00% | 13,500 | 6,500 | 92.9% | $3.04万 | 加仓 |
| NI | NISOURCE INC | $6.20万 | 0.00% | 1,328 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION SHARES ETF TRUST | $6.15万 | 0.00% | 624 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $6.14万 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $6.12万 | 0.00% | 1,825 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $6.02万 | 0.00% | 219 | 1 | 0.5% | $275 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $5.96万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $5.89万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| IQDG | WISDOMTREE TR | $5.78万 | 0.00% | 1,440 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $5.71万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $5.58万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $5.57万 | 0.00% | 1,912 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $5.42万 | 0.00% | 267 | -500 | -65.2% | -$10.15万 | 减仓 |
| QQQ | INVESCO QQQ TR | $5.35万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| EWX | SPDR INDEX SHS FDS | $5.30万 | 0.00% | 801 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $5.14万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $5.12万 | 0.00% | 1,522 | 170 | 12.6% | $5,724 | 加仓 |
| KLAC | KLA CORP | $5.01万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $4.97万 | 0.00% | 9,886 | 9,300 | 1,587.0% | $4.68万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $4.93万 | 0.00% | 1,644 | -67 | -3.9% | -$2,009 | 减仓 |
| GM | GENERAL MTRS CO | $4.88万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $4.79万 | 0.00% | 594 | 29 | 5.1% | $2,336 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $4.75万 | 0.00% | 125 | 125 | — | $4.75万 | 新建仓 |
| TGT | TARGET CORP | $4.73万 | 0.00% | 390 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $4.67万 | 0.00% | 1,447 | 1,447 | — | $4.67万 | 新建仓 |
| — | SPROTT FDS TR | $4.62万 | 0.00% | 780 | 780 | — | $4.62万 | 新建仓 |
| NOBL | PROSHARES TR | $4.53万 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| VFQY | VANGUARD WELLINGTON FD | $4.51万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $4.50万 | 0.00% | 703 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4.49万 | 0.00% | 209 | -79 | -27.4% | -$1.70万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $4.44万 | 0.00% | 946 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $4.42万 | 0.00% | 821 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $4.42万 | 0.00% | 4,004 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $4.38万 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $4.37万 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $4.35万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $4.35万 | 0.00% | 1,044 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $4.30万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $4.18万 | 0.00% | 483 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $4.14万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $4.06万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $4.00万 | 0.00% | 1,058 | -500 | -32.1% | -$1.89万 | 减仓 |
| BX | BLACKSTONE INC | $3.94万 | 0.00% | 343 | -89 | -20.6% | -$1.02万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $3.94万 | 0.00% | 466 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $3.84万 | 0.00% | 846 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3.83万 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $3.79万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $3.71万 | 0.00% | 2,186 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $3.69万 | 0.00% | 136 | -5 | -3.5% | -$1,356 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $3.66万 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $3.66万 | 0.00% | 1,550 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $3.65万 | 0.00% | 691 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $3.61万 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $3.56万 | 0.00% | 837 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $3.48万 | 0.00% | 496 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $3.46万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $3.44万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $3.40万 | 0.00% | 259 | -325 | -55.7% | -$4.26万 | 减仓 |
| MS | MORGAN STANLEY | $3.32万 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $3.31万 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $3.29万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $3.24万 | 0.00% | 1,062 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $3.18万 | 0.00% | 697 | 8 | 1.2% | $365 | 加仓 |
| CMI | CUMMINS INC | $3.17万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $3.14万 | 0.00% | 1,842 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $3.11万 | 0.00% | 1,084 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC | $3.09万 | 0.00% | 2,001 | 1 | 0.1% | $15 | 加仓 |
| IDV | ISHARES TR | $2.98万 | 0.00% | 699 | -120 | -14.7% | -$5,107 | 减仓 |
| SAP | SAP SE | $2.91万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $2.90万 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $2.85万 | 0.00% | 1,327 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $2.80万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $2.77万 | 0.00% | 1,231 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.67万 | 0.00% | 277 | 24 | 9.5% | $2,317 | 加仓 |
| BRO | BROWN & BROWN INC | $2.60万 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $2.57万 | 0.00% | 1,332 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $2.54万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $2.43万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $2.41万 | 0.00% | 97 | -597 | -86.0% | -$14.81万 | 减仓 |
| DBEF | DBX ETF TR | $2.40万 | 0.00% | 486 | 0 | 0.0% | — | 不变 |