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 |
|---|---|---|---|---|---|---|---|---|
| PTY | PIMCO CORPORATE & INCOME OPP | $5,729 | 0.00% | 475 | 475 | — | $5,729 | 新建仓 |
| INTU | INTUIT | $5,621 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $5,479 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $5,424 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $5,372 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $5,341 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $5,228 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $5,181 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| BTO | HANCOCK JOHN FINL OPPTYS | $5,130 | 0.00% | 143 | 143 | — | $5,130 | 新建仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $5,070 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| MDXG | MIMEDX GROUP INC | $5,017 | 0.00% | 1,270 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $4,994 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $4,972 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $4,903 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $4,871 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $4,736 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $4,705 | 0.00% | 624 | 624 | — | $4,705 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $4,703 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $4,618 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $4,614 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $4,599 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $4,558 | 0.00% | 55 | 31 | 129.2% | $2,569 | 加仓 |
| ROST | ROSS STORES INC | $4,550 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $4,541 | 0.00% | 412 | 412 | — | $4,541 | 新建仓 |
| VTRS | VIATRIS INC | $4,531 | 0.00% | 335 | -36 | -9.7% | -$487 | 减仓 |
| SLB | SLB LIMITED | $4,471 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| BCX | BLACKROCK RES & COMMODITIES | $4,387 | 0.00% | 364 | 364 | — | $4,387 | 新建仓 |
| MET | METLIFE INC | $4,385 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $4,385 | 0.00% | 500 | -73 | -12.7% | -$640 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $4,358 | 0.00% | 197 | 197 | — | $4,358 | 新建仓 |
| STT | STATE STR CORP | $4,177 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| RVT | ROYCE SMALL CAP TRUST INC | $4,134 | 0.00% | 249 | 249 | — | $4,134 | 新建仓 |
| MPC | MARATHON PETE CORP | $4,108 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $4,074 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $4,065 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $3,988 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $3,846 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| DES | WISDOMTREE TR | $3,846 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $3,833 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $3,763 | 0.00% | 227 | 5 | 2.3% | $83 | 加仓 |
| VST | VISTRA CORP | $3,676 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $3,616 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $3,559 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $3,518 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $3,513 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $3,479 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $3,419 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $3,364 | 0.00% | 606 | 606 | — | $3,364 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD | $3,339 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $3,318 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $3,252 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $3,243 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $3,239 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $3,155 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $3,136 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $3,119 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $3,111 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $3,099 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $3,068 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC | $2,984 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $2,897 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $2,882 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $2,823 | 0.00% | 282 | -39 | -12.1% | -$390 | 减仓 |
| ENSG | ENSIGN GROUP INC | $2,821 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $2,811 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $2,721 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $2,617 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC | $2,572 | 0.00% | 140 | -78 | -35.8% | -$1,433 | 减仓 |
| SHEL | SHELL PLC | $2,569 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $2,551 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $2,549 | 0.00% | 150 | 150 | — | $2,549 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC | $2,526 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $2,521 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | CALAMOS DYNAMIC CONV & INCOM | $2,520 | 0.00% | 118 | 118 | — | $2,520 | 新建仓 |
| ALLY | ALLY FINL INC | $2,518 | 0.00% | 64 | -42 | -39.6% | -$1,652 | 减仓 |
| PFFA | ETFIS SER TR I | $2,505 | 0.00% | 123 | 123 | — | $2,505 | 新建仓 |
| CVNA | CARVANA CO | $2,487 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $2,450 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $2,384 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SLRC | SLR INVESTMENT CORP | $2,333 | 0.00% | 163 | 163 | — | $2,333 | 新建仓 |
| SYK | STRYKER CORPORATION | $2,301 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $2,276 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $2,264 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $2,257 | 0.00% | 225 | 225 | — | $2,257 | 新建仓 |
| MARA | MARA HOLDINGS INC | $2,236 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $2,184 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $2,177 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $2,163 | 0.00% | 37 | -25 | -40.3% | -$1,461 | 减仓 |
| UUUU | ENERGY FUELS INC | $2,136 | 0.00% | 117 | 117 | — | $2,136 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $2,121 | 0.00% | 176 | 176 | — | $2,121 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $2,120 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $2,088 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $2,084 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $2,057 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $2,041 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $1,960 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1,945 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1,944 | 0.00% | 10 | -14 | -58.3% | -$2,722 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $1,937 | 0.00% | 98 | 98 | — | $1,937 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1,919 | 0.00% | 242 | -119 | -33.0% | -$944 | 减仓 |