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
IX ORIX CORP $5140.00%14 00.0% — 不变
ROK ROCKWELL AUTOMATION INC $4960.00%1 00.0% — 不变
BHP BHP BILLITON LIMITED $4900.00%6 00.0% — 不变
MRAM EVERSPIN TECHNOLOGIES INC $4840.00%20 20— $484 新建仓
PODD INSULET CORP $4570.00%3 00.0% — 不变
SNPS SYNOPSYS INC $4470.00%1 00.0% — 不变
PRU PRUDENTIAL FINL INC $4320.00%4 00.0% — 不变
RDDT REDDIT INC $4260.00%2 00.0% — 不变
RCAT RED CAT HLDGS INC $4260.00%40 40— $426 新建仓
TER TERADYNE INC $4210.00%1 00.0% — 不变
OKTA OKTA INC $4180.00%3 00.0% — 不变
KT KT CORP $4150.00%24 00.0% — 不变
UGI UGI CORP NEW $4150.00%12 00.0% — 不变
HOPE HOPE BANCORP INC $4110.00%30 00.0% — 不变
SNA SNAP ON INC $4030.00%1 00.0% — 不变
FSLR FIRST SOLAR INC $3800.00%2 00.0% — 不变
INGR INGREDION INC $3790.00%4 00.0% — 不变
RS RELIANCE INC $3740.00%1 00.0% — 不变
OVV OVINTIV INC $3690.00%7 00.0% — 不变
GFL GFL ENVIRONMENTAL INC $3680.00%10 00.0% — 不变
PAG PENSKE AUTOMOTIVE GRP INC $3580.00%2 00.0% — 不变
AR ANTERO RESOURCES CORP $3520.00%10 00.0% — 不变
ADAM ADAMAS TRUST INC. $3480.00%37 00.0% — 不变
SPB SPECTRUM BRANDS HOLDINGS INC $3430.00%4 00.0% — 不变
BKR BAKER HUGHES COMPANY $3410.00%6 00.0% — 不变
CCL CARNIVAL CORP LTD $3340.00%12 12— $334 新建仓
OTIS OTIS WORLDWIDE CORP $3310.00%5 00.0% — 不变
SUNB SUNBELT RENTALS HOLDINGS INC $3300.00%4 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $3240.00%10 00.0% — 不变
OC OWENS CORNING NEW $3180.00%2 00.0% — 不变
ULTA ULTA BEAUTY INC $3160.00%1 00.0% — 不变
TTD THE TRADE DESK INC $3080.00%17 00.0% — 不变
FTNT FORTINET INC $3080.00%2 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $2940.00%4 00.0% — 不变
ACGL ARCH CAP GROUP LTD $2920.00%3 00.0% — 不变
ABNB AIRBNB INC $2870.00%2 00.0% — 不变
ONC BEONE MEDICINES LTD $2850.00%1 00.0% — 不变
LH LABCORP HOLDINGS INC $2800.00%1 00.0% — 不变
RBLX ROBLOX CORP $2720.00%5 -3-37.5% -$163 减仓
VTR VENTAS INC $2670.00%3 00.0% — 不变
STNG SCORPIO TANKERS INC $2620.00%4 00.0% — 不变
DDOG DATADOG INC $2610.00%1 00.0% — 不变
IRM IRON MTN INC DEL $2530.00%2 00.0% — 不变
CF CF INDUSTRIES HOLD $2510.00%2 00.0% — 不变
JEF JEFFERIES FINANCIAL GROUP IN $2500.00%5 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $2500.00%1 00.0% — 不变
CME CME GROUP INC $2430.00%1 00.0% — 不变
WRBY WARBY PARKER INC $2430.00%8 00.0% — 不变
AME AMETEK INC $2420.00%1 00.0% — 不变
TS TENARIS S A $2390.00%4 00.0% — 不变
XYL XYLEM INC $2370.00%2 00.0% — 不变
ALV AUTOLIV INC $2350.00%2 00.0% — 不变
WPC WP CAREY INC $2150.00%3 00.0% — 不变
RSG REPUBLIC SVCS INC $2140.00%1 00.0% — 不变
ZION ZIONS BANCORPORATION NATL AS $2080.00%3 00.0% — 不变
MCHP MICROCHIP TECHNOLOGY INC. $2050.00%2 00.0% — 不变
VWOB VANGUARD WHITEHALL FDS $2020.00%3 00.0% — 不变
AS AMER SPORTS INC $1930.00%6 00.0% — 不变
OHI OMEGA HEALTHCARE INVS INC $1910.00%4 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $1900.00%3 3— $190 新建仓
BALL BALL CORP $1880.00%3 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $1860.00%1 00.0% — 不变
TXT TEXTRON INC $1840.00%2 00.0% — 不变
FIVE FIVE BELOW INC $1820.00%1 00.0% — 不变
DLR DIGITAL RLTY TR INC $1800.00%1 00.0% — 不变
NXST NEXSTAR MEDIA GROUP INC $1790.00%1 00.0% — 不变
CELH CELSIUS HLDGS INC $1760.00%6 00.0% — 不变
LYFT LYFT INC $1760.00%12 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC $1750.00%2 00.0% — 不变
DXC DXC TECHNOLOGY CO $1600.00%18 00.0% — 不变
FNB F N B CORP $1530.00%8 00.0% — 不变
UHS UNIVERSAL HLTH SVCS INC $1490.00%1 00.0% — 不变
EXR EXTRA SPACE STORAGE INC $1460.00%1 00.0% — 不变
— POWERBANK CORP $1380.00%200 200— $138 新建仓
AGCO AGCO CORP $1350.00%1 00.0% — 不变
CAR AVIS BUDGET GROUP INC $1290.00%1 00.0% — 不变
CCK CROWN HLDGS INC $1260.00%1 00.0% — 不变
JAZZ JAZZ PHARMACEUTICALS PLC $1230.00%1 00.0% — 不变
ELAN ELANCO ANIMAL HEALTH INC $1190.00%5 00.0% — 不变
AFRM AFFIRM HLDGS INC $1190.00%1 00.0% — 不变
VKTX VIKING THERAPEUTICS INC $1080.00%3 00.0% — 不变
VMRK EQUITY RESIDENTIAL $1030.00%2 00.0% — 不变
— ATKORE INC $950.00%1 00.0% — 不变
— FUNDRISE INNOVATION FD LLC $870.00%1 00.0% — 不变
GMAB GENMAB A/S $780.00%3 00.0% — 不变
PDD PDD HOLDINGS INC $770.00%1 00.0% — 不变
SABR SABRE CORP $740.00%35 00.0% — 不变
IAGG ISHARES TR $510.00%1 00.0% — 不变
NBB NUVEEN TAXABLE MUNICPAL INM $480.00%3 00.0% — 不变
BNDW VANGUARD SCOTTSDALE FDS $480.00%1 1— $48 新建仓
TEAM ATLASSIAN CORPORATION $460.00%1 00.0% — 不变
VXUS VANGUARD STAR FDS $320.00%0 0— — 清仓
— GAMESTOP CORP NEW $230.00%8 00.0% — 不变
DNUT KRISPY KREME INC $220.00%6 00.0% — 不变
— CEMTREX INC $220.00%7 7— $22 新建仓
KVUE KENVUE INC $170.00%1 00.0% — 不变
— BANZAI INTERNATIONAL INC $160.00%5 5— $16 新建仓
AAL AMERICAN AIRLINES GROUP INC $140.00%1 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC $130.00%26 00.0% — 不变
KDP KEURIG DR PEPPER INC $130.00%0 0— -$10 清仓