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 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP | $3.02万 | 0.00% | 292 | 195 | 201.0% | $2.02万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $2.97万 | 0.00% | 565 | -29 | -4.9% | -$1,527 | 减仓 |
| ADI | ANALOG DEVICES INC | $2.94万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $2.93万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $2.91万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $2.91万 | 0.00% | 1,231 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $2.90万 | 0.00% | 699 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $2.86万 | 0.00% | 1,044 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL ETF TRUST | $2.75万 | 0.00% | 645 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2.74万 | 0.00% | 668 | -23 | -3.3% | -$944 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $2.72万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $2.66万 | 0.00% | 500 | -6 | -1.2% | -$320 | 减仓 |
| DBEF | DBX ETF TR | $2.66万 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $2.63万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $2.62万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $2.56万 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $2.55万 | 0.00% | 1,332 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $2.52万 | 0.00% | 261 | -16 | -5.8% | -$1,543 | 减仓 |
| KGC | KINROSS GOLD CORP | $2.51万 | 0.00% | 1,062 | 0 | 0.0% | — | 不变 |
| PWB | INVESCO EXCHANGE TRADED FD T | $2.48万 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $2.40万 | 0.00% | 205 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $2.39万 | 0.00% | 1,293 | 28 | 2.2% | $517 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $2.35万 | 0.00% | 1,842 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $2.35万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.34万 | 0.00% | 99 | -110 | -52.6% | -$2.60万 | 减仓 |
| CTVA | CORTEVA INC | $2.33万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $2.31万 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $2.27万 | 0.00% | 745 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $2.25万 | 0.00% | 1,327 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $2.22万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $2.17万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $2.16万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $2.13万 | 0.00% | 186 | 152 | 447.1% | $1.74万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $2.06万 | 0.00% | 200 | 200 | — | $2.06万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $2.06万 | 0.00% | 24 | 24 | — | $2.06万 | 新建仓 |
| — | CALAMOS ETF TR | $2.02万 | 0.00% | 1,023 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $2.01万 | 0.00% | 91 | 91 | — | $2.01万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $2.00万 | 0.00% | 828 | 0 | 0.0% | — | 不变 |
| BSOL | BITWISE SOLANA STAKING ETF | $1.99万 | 0.00% | 1,985 | 340 | 20.7% | $3,403 | 加仓 |
| IXUS | ISHARES TR | $1.99万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.96万 | 0.00% | 1,129 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1.87万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $1.87万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $1.86万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $1.85万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1.83万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $1.81万 | 0.00% | 352 | 352 | — | $1.81万 | 新建仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1.77万 | 0.00% | 29 | 25 | 625.0% | $1.52万 | 加仓 |
| SMTC | SEMTECH CORP | $1.76万 | 0.00% | 109 | 109 | — | $1.76万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1.74万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $1.68万 | 0.00% | 457 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $1.65万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.64万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $1.62万 | 0.00% | 512 | -6 | -1.2% | -$190 | 减仓 |
| IWP | ISHARES TR | $1.61万 | 0.00% | 110 | -88 | -44.4% | -$1.29万 | 减仓 |
| IUSG | ISHARES TR | $1.58万 | 0.00% | 84 | 84 | — | $1.58万 | 新建仓 |
| EEM | ISHARES TR | $1.57万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $1.52万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $1.51万 | 0.00% | 209 | 209 | — | $1.51万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $1.50万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $1.47万 | 0.00% | 421 | 421 | — | $1.47万 | 新建仓 |
| LIN | LINDE PLC | $1.45万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $1.45万 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $1.40万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $1.39万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.38万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP | $1.37万 | 0.00% | 618 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1.36万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| SA | SEABRIDGE GOLD INC | $1.35万 | 0.00% | 524 | 524 | — | $1.35万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.34万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.31万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $1.28万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $1.27万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $1.25万 | 0.00% | 104 | 102 | 5,100.0% | $1.23万 | 加仓 |
| NVS | NOVARTIS AG | $1.22万 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| — | AMARIN CORP PLC | $1.20万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC | $1.19万 | 0.00% | 190 | 50 | 35.7% | $3,126 | 加仓 |
| FNV | FRANCO NEV CORP | $1.18万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES TR | $1.16万 | 0.00% | 116 | 116 | — | $1.16万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $1.15万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $1.13万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $1.12万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $1.12万 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FDVV | FIDELITY COVINGTON TRUST | $1.11万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $1.11万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $1.10万 | 0.00% | 432 | 0 | 0.0% | — | 不变 |
| ASST | STRIVE INC | $1.07万 | 0.00% | 985 | 985 | — | $1.07万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $1.07万 | 0.00% | 400 | 375 | 1,500.0% | $1.00万 | 加仓 |
| DHI | D R HORTON INC | $1.04万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| — | WESTWATER RES INC | $1.03万 | 0.00% | 20,417 | 20,417 | — | $1.03万 | 新建仓 |
| URI | UNITED RENTALS INC | $1.02万 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $1.02万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $1.01万 | 0.00% | 560 | 560 | — | $1.01万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $1.01万 | 0.00% | 82 | 82 | — | $1.01万 | 新建仓 |
| — | EATON VANCE NATL MUN OPPORT | $9,797 | 0.00% | 556 | 556 | — | $9,797 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $9,642 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | BITWISE ETHEREUM ETF | $9,634 | 0.00% | 854 | -213 | -20.0% | -$2,403 | 减仓 |
| VVR | INVESCO SR INCOME TR | $9,600 | 0.00% | 3,200 | 0 | 0.0% | — | 不变 |
| ORC | ORCHID IS CAP INC | $9,440 | 0.00% | 1,354 | 1,354 | — | $9,440 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $9,424 | 0.00% | 73 | 73 | — | $9,424 | 新建仓 |