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 |
|---|---|---|---|---|---|---|---|---|
| PWR | QUANTA SVCS INC | $9,361 | 0.00% | 13 | 12 | 1,200.0% | $8,641 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $9,173 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $9,151 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $8,643 | 0.00% | 115 | 115 | — | $8,643 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $8,329 | 0.00% | 27 | -35 | -56.5% | -$1.08万 | 减仓 |
| FLEX | FLEX LTD | $8,266 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $8,230 | 0.00% | 50 | 50 | — | $8,230 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $8,214 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $8,193 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $8,146 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $7,954 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $7,787 | 0.00% | 105 | 105 | — | $7,787 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $7,741 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $7,679 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC | $7,528 | 0.00% | 680 | 680 | — | $7,528 | 新建仓 |
| USFD | US FOODS HLDG CORP | $7,465 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $7,337 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $7,335 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $7,168 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $6,479 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $6,401 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA | $6,339 | 0.00% | 459 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $6,269 | 0.00% | 319 | 319 | — | $6,269 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $6,234 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $6,179 | 0.00% | 488 | -1,136 | -70.0% | -$1.44万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $6,179 | 0.00% | 247 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $6,069 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CBRS | CEREBRAS SYSTEMS INC | $6,008 | 0.00% | 27 | 27 | — | $6,008 | 新建仓 |
| NOW | SERVICENOW INC | $5,957 | 0.00% | 60 | 10 | 20.0% | $993 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $5,869 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $5,737 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $5,709 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $5,693 | 0.00% | 321 | 321 | — | $5,693 | 新建仓 |
| KKR | KKR & CO INC | $5,691 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $5,653 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $5,597 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $5,494 | 0.00% | 585 | 585 | — | $5,494 | 新建仓 |
| IJJ | ISHARES TR | $5,467 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $5,420 | 0.00% | 66 | 66 | — | $5,420 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $5,337 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $5,337 | 0.00% | 336 | 1 | 0.3% | $16 | 加仓 |
| GILD | GILEAD SCIENCES INC | $5,298 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $5,246 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $5,011 | 0.00% | 51 | 51 | — | $5,011 | 新建仓 |
| MDXG | MIMEDX GROUP INC | $4,890 | 0.00% | 1,270 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $4,888 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $4,870 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC | $4,853 | 0.00% | 120 | 120 | — | $4,853 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $4,814 | 0.00% | 91 | -22,397 | -99.6% | -$118.48万 | 减仓 |
| — | PIMCO HIGH INCOME FD | $4,785 | 0.00% | 1,027 | 1,027 | — | $4,785 | 新建仓 |
| ADSK | AUTODESK INC | $4,779 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $4,716 | 0.00% | 23 | 15 | 187.5% | $3,076 | 加仓 |
| PEGA | PEGASYSTEMS INC | $4,706 | 0.00% | 157 | 157 | — | $4,706 | 新建仓 |
| SONY | SONY GROUP CORP | $4,590 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $4,470 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $4,301 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $4,240 | 0.00% | 29 | 29 | — | $4,240 | 新建仓 |
| D | DOMINION ENERGY INC | $4,234 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $4,086 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $4,076 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $4,045 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $3,946 | 0.00% | 52 | -105 | -66.9% | -$7,968 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $3,899 | 0.00% | 44 | 29 | 193.3% | $2,570 | 加仓 |
| VST | VISTRA CORP | $3,879 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $3,872 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $3,825 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $3,788 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $3,775 | 0.00% | 25 | 25 | — | $3,775 | 新建仓 |
| PGR | PROGRESSIVE CORP | $3,767 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $3,745 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $3,727 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $3,715 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| GLOB | GLOBANT S A | $3,676 | 0.00% | 127 | 127 | — | $3,676 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $3,644 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $3,590 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $3,570 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $3,563 | 0.00% | 77 | -157 | -67.1% | -$7,265 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $3,373 | 0.00% | 51 | -254 | -83.3% | -$1.68万 | 重新持有 |
| BTI | BRITISH AMERN TOB PLC | $3,332 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $3,329 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $3,324 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $3,296 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $3,274 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC | $3,233 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $3,178 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $3,139 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $3,132 | 0.00% | 12 | -1 | -7.7% | -$261 | 减仓 |
| INVH | INVITATION HOMES INC | $3,055 | 0.00% | 101 | 101 | — | $3,055 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC | $3,052 | 0.00% | 83 | -170 | -67.2% | -$6,251 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $3,042 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $3,025 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $3,022 | 0.00% | 232 | 5 | 2.2% | $65 | 加仓 |
| ROL | ROLLINS INC | $3,006 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $2,965 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $2,949 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $2,936 | 0.00% | 800 | 800 | — | $2,936 | 新建仓 |
| RELX | RELX PLC | $2,851 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $2,819 | 0.00% | 45 | 45 | — | $2,819 | 新建仓 |
| EBAY | EBAY INC. | $2,794 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $2,774 | 0.00% | 10 | 0 | 0.0% | — | 不变 |