13F 机构持仓

Beaird Harris Wealth Management, LLC

DALLAS TX · SEC CIK 0001908938

2026Q22026Q1 更早 9 个季度 🔒
$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
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 10.1%
DFCF 9.3%
AVLV 7.4%
VOO 6.3%
AVUV 5.6%
DIMENSIONAL ET 5.3%
DFIV 4.1%
DFUV 4.0%
AVLC 3.9%
VEA 3.2%

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
CCL CARNIVAL CORP $3030.00%12 00.0% — 不变
PAG PENSKE AUTOMOTIVE GRP INC $3000.00%2 00.0% — 不变
CF CF INDUSTRIES HOLD $3000.00%2 00.0% — 不变
ONC BEONE MEDICINES LTD $2970.00%1 00.0% — 不变
SPB SPECTRUM BRANDS HOLDINGS INC $2950.00%4 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $2880.00%10 00.0% — 不变
ACGL ARCH CAP GROUP LTD $2880.00%3 00.0% — 不变
SUNB SUNBELT RENTALS HOLDINGS INC $2870.00%4 4— $287 新建仓
STNG SCORPIO TANKERS INC $2820.00%4 00.0% — 不变
LOGI LOGITECH INTL S A $2740.00%3 3— $274 新建仓
ADAM ADAMAS TRUST INC. $2730.00%37 00.0% — 不变
LH LABCORP HOLDINGS INC $2670.00%1 00.0% — 不变
TER TERADYNE INC $2580.00%1 00.0% — 不变
ABNB AIRBNB INC $2540.00%2 00.0% — 不变
TS TENARIS S A $2500.00%4 00.0% — 不变
VTR VENTAS INC $2460.00%3 00.0% — 不变
OKTA OKTA INC $2410.00%3 00.0% — 不变
XYL XYLEM INC $2390.00%2 00.0% — 不变
HDB HDFC BANK LTD $2310.00%9 00.0% — 不变
FIVE FIVE BELOW INC $2310.00%1 00.0% — 不变
DXC DXC TECHNOLOGY CO $2270.00%18 00.0% — 不变
TSCO TRACTOR SUPPLY CO $2270.00%5 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $2260.00%4 00.0% — 不变
RSG REPUBLIC SVCS INC $2200.00%1 00.0% — 不变
OC OWENS CORNING NEW $2170.00%2 00.0% — 不变
AME AMETEK INC $2150.00%1 00.0% — 不变
CELH CELSIUS HLDGS INC $2130.00%6 00.0% — 不变
ALV AUTOLIV INC $2130.00%2 00.0% — 不变
JEF JEFFERIES FINANCIAL GROUP IN $2070.00%5 00.0% — 不变
IRM IRON MTN INC DEL $2050.00%2 -350-99.4% -$3.59万 减仓
WPC WP CAREY INC $2040.00%3 -300-99.0% -$2.04万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $1980.00%1 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $1980.00%3 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC $1970.00%2 00.0% — 不变
AS AMER SPORTS INC $1880.00%6 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $1820.00%1 00.0% — 不变
DLR DIGITAL RLTY TR INC $1810.00%1 -325-99.7% -$5.88万 减仓
NXST NEXSTAR MEDIA GROUP INC $1810.00%1 00.0% — 不变
UHS UNIVERSAL HLTH SVCS INC $1790.00%1 00.0% — 不变
BALL BALL CORP $1780.00%3 00.0% — 不变
OHI OMEGA HEALTHCARE INVS INC $1760.00%4 00.0% — 不变
TXT TEXTRON INC $1760.00%2 00.0% — 不变
ZION ZIONS BANCORPORATION NATL AS $1730.00%3 00.0% — 不变
WRBY WARBY PARKER INC $1690.00%8 00.0% — 不变
CROX CROCS INC $1670.00%2 00.0% — 不变
FTNT FORTINET INC $1640.00%2 00.0% — 不变
LYFT LYFT INC $1600.00%12 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $1450.00%2 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $1430.00%2 00.0% — 不变
FNB F N B CORP $1340.00%8 00.0% — 不变
EXR EXTRA SPACE STORAGE INC $1320.00%1 00.0% — 不变
— FUNDRISE INNOVATION FD LLC $1310.00%1 1— $131 新建仓
AGCO AGCO CORP $1300.00%1 00.0% — 不变
CAR AVIS BUDGET GROUP INC $1270.00%1 00.0% — 不变
DDOG DATADOG INC $1190.00%1 00.0% — 不变
ELAN ELANCO ANIMAL HEALTH INC $1160.00%5 00.0% — 不变
CCK CROWN HLDGS INC $1130.00%1 00.0% — 不变
PDD PDD HOLDINGS INC $1030.00%1 00.0% — 不变
JAZZ JAZZ PHARMACEUTICALS PLC $970.00%1 00.0% — 不变
PINS PINTEREST INC $920.00%5 00.0% — 不变
VKTX VIKING THERAPEUTICS INC $900.00%3 00.0% — 不变
VMRK EQUITY RESIDENTIAL $890.00%2 00.0% — 不变
GMAB GENMAB A/S $760.00%3 00.0% — 不变
STLA STELLANTIS N.V $740.00%10 00.0% — 不变
— ATKORE INC $740.00%1 00.0% — 不变
AFRM AFFIRM HLDGS INC $670.00%1 -18-94.7% -$1,206 减仓
HNI HNI CORP $670.00%2 2— $67 新建仓
VEEV VEEVA SYS INC $550.00%0 0— -$70 清仓
IAGG ISHARES TR $510.00%1 00.0% — 不变
SABR SABRE CORP $510.00%35 00.0% — 不变
NBB NUVEEN TAXABLE MUNICPAL INM $470.00%3 00.0% — 不变
TEAM ATLASSIAN CORPORATION $410.00%1 00.0% — 不变
— GAMESTOP CORP NEW $310.00%8 00.0% — 不变
— GABELLI EQUITY TR INC $280.00%3,920 3,920— $28 新建仓
DNUT KRISPY KREME INC $210.00%6 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC $160.00%26 -16-38.1% -$10 减仓
KVUE KENVUE INC $150.00%1 00.0% — 不变
YUMC YUM CHINA HLDGS INC $130.00%0 -3-100.0% -$165 清仓
KDP KEURIG DR PEPPER INC $100.00%0 0— -$11 清仓
DB DEUTSCHE BK AG $90.00%0 0— -$12 清仓
AAL AMERICAN AIRLINES GROUP INC $80.00%1 00.0% — 不变
AVUQ AMERICAN CENTY ETF TR $80.00%0 0— -$8 清仓
RPRX ROYALTY PHARMA PLC $80.00%0 0— -$7 清仓
— OPENDOOR TECHNOLOGIES INC $70.00%26 -16-38.1% -$4 减仓
— OPENDOOR TECHNOLOGIES INC $70.00%26 -16-38.1% -$4 减仓
SMMU PIMCO ETF TR $10.00%0 -2,752-100.0% -$13.88万 清仓
JIRE J P MORGAN EXCHANGE TRADED F $00.00%0 -4,075-100.0% -$30.51万 清仓
FBCG FIDELITY COVINGTON TRUST $00.00%0 -4,831-100.0% -$26.49万 清仓
IWY ISHARES TR $00.00%0 -953-100.0% -$26.39万 清仓
DFAX DIMENSIONAL ETF TRUST $00.00%0 -4,071-100.0% -$13.32万 清仓
LMND LEMONADE INC $00.00%0 —— — 申报中断
SBRA SABRA HEALTH CARE REIT INC $00.00%0 -6,000-100.0% -$11.36万 清仓
AIQ GLOBAL X FDS $00.00%0 —— — 申报中断
CHAT TIDAL TRUST II $00.00%0 -1,763-100.0% -$10.39万 清仓
IMCB ISHARES TR $00.00%0 -984-100.0% -$8.14万 清仓
OMF ONEMAIN HLDGS INC $00.00%0 -1,200-100.0% -$8.11万 清仓
GOVT ISHARES TR $00.00%0 —— — 申报中断
AOR ISHARES TR $00.00%0 -594-100.0% -$3.86万 清仓
ITOT ISHARES TR $00.00%0 -300-100.0% -$3.69万 清仓
MTSI MACOM TECH SOLUTIONS HLDGS I $00.00%0 -200-100.0% -$3.43万 清仓