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 |
|---|---|---|---|---|---|---|---|---|
| — | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.14万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -347 | -100.0% | -$2.90万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -51 | -100.0% | -$2.45万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -116 | -100.0% | -$2.14万 | 清仓 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -556 | -100.0% | -$2.12万 | 清仓 |
| BXMT | BLACKSTONE MTG TR INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.97万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.92万 | 清仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $0 | 0.00% | 0 | -342 | -100.0% | -$1.86万 | 清仓 |
| NHI | NATIONAL HEALTH INVS INC | $0 | 0.00% | 0 | -242 | -100.0% | -$1.85万 | 清仓 |
| AVES | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SE | SEA LTD | $0 | 0.00% | 0 | -16,000 | -100.0% | -$1.55万 | 清仓 |
| TRN | TRINITY INDS INC | $0 | 0.00% | 0 | -497 | -100.0% | -$1.31万 | 清仓 |
| — | SNAP INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$1.30万 | 清仓 |
| PSQO | PALMER SQUARE FUNDS TRUST | $0 | 0.00% | 0 | -620 | -100.0% | -$1.28万 | 清仓 |
| DGS | WISDOMTREE TR | $0 | 0.00% | 0 | -220 | -100.0% | -$1.26万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -43 | -100.0% | -$1.24万 | 清仓 |
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$1.18万 | 清仓 |
| — | VOLATILITY SHS TR | $0 | 0.00% | 0 | -2,289 | -100.0% | -$1.13万 | 清仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -125 | -100.0% | -$5,730 | 清仓 |
| MSSM | MORGAN STANLEY PATHWAY FDS | $0 | 0.00% | 0 | -82 | -100.0% | -$4,150 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -69 | -100.0% | -$3,500 | 清仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $0 | 0.00% | 0 | -38 | -100.0% | -$3,444 | 清仓 |
| — | LMP CAP & INCOME FD INC | $0 | 0.00% | 0 | -225 | -100.0% | -$3,333 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -34 | -100.0% | -$2,846 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -1 | -100.0% | -$2,147 | 清仓 |
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -34 | -100.0% | -$1,969 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -20 | -100.0% | -$1,926 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -43 | -100.0% | -$1,570 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -268 | -100.0% | -$1,032 | 清仓 |
| SPSM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -16 | -100.0% | -$750 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -24 | -100.0% | -$587 | 清仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $0 | 0.00% | 0 | -31 | -100.0% | -$477 | 清仓 |
| — | GABELLI GLOBAL SMALL & MID C | $0 | 0.00% | 0 | -20 | -100.0% | -$300 | 清仓 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | -5 | -100.0% | -$293 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -4 | -100.0% | -$76 | 清仓 |
| FELC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -1 | -100.0% | -$33 | 清仓 |
| FQAL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | 0 | — | -$28 | 清仓 |
| — | NET LEASE OFFICE PROPERTIES | $0 | 0.00% | 0 | -20 | -100.0% | — | 清仓 |
| IVT | INVENTRUST PPTYS CORP | $0 | 0.00% | 0 | -2,300 | -100.0% | — | 清仓 |
| AOM | ISHARES TR | $0 | 0.00% | 0 | -300 | -100.0% | — | 清仓 |