13F 机构持仓

Beaird Harris Wealth Management, LLC

DALLAS TX · SEC CIK 0001908938

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$15.96亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFSD 9.6%
DFCF 8.7%
AVLV 7.6%
VOO 6.7%
AVUV 5.9%
DIMENSIONAL ET 5.4%
AVLC 4.7%
DFUV 4.1%
DFIV 3.9%
AVEM 3.4%

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
JHX JAMES HARDIE INDS PLC $2,7490.00%105 105— $2,749 新建仓
PAYX PAYCHEX INC $2,6550.00%27 -60-69.0% -$5,900 减仓
TAP MOLSON COORS BEVERAGE CO $2,6500.00%68 -136-66.7% -$5,300 减仓
HLN HALEON PLC $2,6320.00%282 00.0% — 不变
CVNA CARVANA CO $2,6040.00%40 00.0% — 不变
LMND LEMONADE INC $2,6020.00%40 -1,660-97.6% -$10.80万 重新持有
AMG AFFILIATED MANAGERS GROUP $2,5930.00%8 00.0% — 不变
RGA REINSURANCE GROUP AMER INC $2,5520.00%12 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $2,4560.00%5 00.0% — 不变
RYAAY RYANAIR HOLDINGS PLC $2,4230.00%37 00.0% — 不变
XEL XCEL ENERGY INC $2,4090.00%30 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $2,4070.00%102 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNE $2,4020.00%24 00.0% — 不变
MFG MIZUHO FINANCIAL GROUP INC $2,3150.00%242 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $2,3050.00%64 2148.8% $756 加仓
SEIC SEI INVTS CO $2,2810.00%26 00.0% — 不变
ENSG ENSIGN GROUP INC $2,2450.00%14 00.0% — 不变
ARGX ARGENX SE $2,2270.00%2 00.0% — 不变
SYK STRYKER CORPORATION $2,2040.00%7 00.0% — 不变
MKC MCCORMICK & CO INC $2,1690.00%43 -87-66.9% -$4,388 减仓
FTAI FTAI AVIATION LTD $2,1650.00%8 00.0% — 不变
LOPE GRAND CANYON ED INC $2,1470.00%15 00.0% — 不变
SHEL SHELL PLC $2,1420.00%28 00.0% — 不变
PUK PRUDENTIAL PLC $2,1350.00%80 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $2,1190.00%13 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $2,1110.00%100 00.0% — 不变
R RYDER SYS INC $2,1110.00%8 00.0% — 不变
TMUS T-MOBILE US INC $2,0130.00%12 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $1,9300.00%2 00.0% — 不变
MTB M & T BK CORP $1,9050.00%8 00.0% — 不变
CHYM CHIME FINL INC $1,7820.00%87 87— $1,782 新建仓
NEM NEWMONT CORP $1,7750.00%19 00.0% — 不变
GME GAMESTOP CORP $1,7670.00%80 00.0% — 不变
MLI MUELLER INDS INC $1,7220.00%14 00.0% — 不变
UUUU ENERGY FUELS INC $1,6970.00%117 00.0% — 不变
OGS ONE GAS INC $1,6880.00%22 00.0% — 不变
PATH UIPATH INC $1,6310.00%150 150— $1,631 新建仓
VRSK VERISK ANALYTICS INC $1,6160.00%9 -2-18.2% -$359 减仓
PHIN PHINIA INC $1,5660.00%19 00.0% — 不变
SOLV SOLVENTUM CORP $1,5430.00%20 00.0% — 不变
SNOW SNOWFLAKE INC $1,5270.00%6 6— $1,527 新建仓
MTG MGIC INVT CORP WIS $1,5230.00%54 00.0% — 不变
GH GUARDANT HEALTH INC $1,5010.00%10 00.0% — 不变
ERIC TELEFONAKTIEBOLAGET LM ERICS $1,4720.00%132 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $1,4350.00%80 80— $1,435 新建仓
ECL ECOLAB INC $1,3940.00%5 00.0% — 不变
ORI OLD REP INTL CORP $1,3920.00%34 00.0% — 不变
ALAB ASTERA LABS INC $1,3580.00%3 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $1,3540.00%11 00.0% — 不变
HWM HOWMET AEROSPACE INC $1,3390.00%5 00.0% — 不变
FNDE SCHWAB STRATEGIC TR $1,3100.00%33 00.0% — 不变
UAA UNDER ARMOUR INC $1,2780.00%200 200— $1,278 新建仓
PNR PENTAIR PLC $1,2270.00%16 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC $1,2050.00%4 00.0% — 不变
FICO FAIR ISAAC CORP $1,1950.00%1 00.0% — 不变
TOL TOLL BROTHERS INC $1,1540.00%7 00.0% — 不变
FITB FIFTH THIRD BANCORP $1,1280.00%20 00.0% — 不变
WY WEYERHAEUSER CO $1,1260.00%47 00.0% — 不变
CPT CAMDEN PPTY TR $1,1120.00%10 00.0% — 不变
DASH DOORDASH INC $1,1080.00%6 00.0% — 不变
PCAR PACCAR INC $1,0820.00%9 00.0% — 不变
BKNG BOOKING HOLDINGS INC $1,0700.00%6 6— $1,070 新建仓
FND FLOOR & DECOR HLDGS INC $1,0690.00%18 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1,0650.00%7 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $1,0560.00%11 00.0% — 不变
EQIX EQUINIX INC $1,0430.00%1 00.0% — 不变
BRBR BELLRING BRANDS INC $1,0360.00%80 00.0% — 不变
FISV FISERV INC $1,0310.00%21 00.0% — 不变
ILMN ILLUMINA INC $1,0240.00%6 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $9900.00%25 00.0% — 不变
KNSL KINSALE CAP GROUP INC $9900.00%3 00.0% — 不变
ITA ISHARES TR $9710.00%4 4— $971 新建仓
CRWD CROWDSTRIKE HLDGS INC $9390.00%1 00.0% — 不变
APP APPLOVIN CORP $9320.00%2 00.0% — 不变
IQLT ISHARES TR $8920.00%18 00.0% — 不变
UNP UNION PAC CORP $8870.00%3 00.0% — 不变
RUM RUM GROUP INC $8750.00%138 00.0% — 不变
PYPL PAYPAL HLDGS INC $8640.00%20 11122.2% $475 加仓
MPWR MONOLITHIC PWR SYS INC $8580.00%1 00.0% — 不变
WDAY WORKDAY INC $8570.00%7 -4-36.4% -$490 减仓
HQH ABRDN HEALTHCARE INVESTORS $8360.00%38 -347-90.1% -$7,634 减仓
MGA MAGNA INTL INC $7610.00%12 00.0% — 不变
USAR USA RARE EARTH INC $7560.00%35 35— $756 新建仓
NET CLOUDFLARE INC $7360.00%3 00.0% — 不变
— VALENS SEMICONDUCTOR LTD $7120.00%315 315— $712 新建仓
GDDY GODADDY INC $6800.00%8 00.0% — 不变
DJT TRUMP MEDIA & TECHNOLOGY GRO $6580.00%85 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $6430.00%1 00.0% — 不变
ARW ARROW ELECTRS INC $6410.00%3 00.0% — 不变
SN SHARKNINJA INC $6350.00%4 00.0% — 不变
KD KYNDRYL HLDGS INC $6340.00%56 00.0% — 不变
KEY KEYCORP $6230.00%27 00.0% — 不变
LWLG LIGHTWAVE LOGIC INC $6150.00%65 65— $615 新建仓
VTWO VANGUARD SCOTTSDALE FDS $6080.00%5 00.0% — 不变
IQV IQVIA HLDGS INC $6030.00%3 00.0% — 不变
NWG NATWEST GROUP PLC $5930.00%34 00.0% — 不变
INCY INCYTE CORP $5670.00%5 00.0% — 不变
DINO HF SINCLAIR CORP $5550.00%8 00.0% — 不变
BN BROOKFIELD CORP $5540.00%13 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $5500.00%4 00.0% — 不变