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 |
|---|---|---|---|---|---|---|---|---|
| DFSD | DIMENSIONAL ETF TRUST | $1.53亿 | 9.57% | 3,199,436 | 89,730 | 2.9% | $428.46万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.39亿 | 8.72% | 3,296,316 | 66,922 | 2.1% | $282.48万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.21亿 | 7.59% | 1,327,308 | -15,170 | -1.1% | -$138.37万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1.07亿 | 6.72% | 156,202 | 1,941 | 1.3% | $133.31万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $9,355.63万 | 5.86% | 749,891 | 1,854 | 0.2% | $23.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8,544.14万 | 5.35% | 2,047,480 | -91,847 | -4.3% | -$383.28万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $7,571.02万 | 4.74% | 841,598 | 96,843 | 13.0% | $871.20万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $6,564.04万 | 4.11% | 1,193,244 | -31,556 | -2.6% | -$173.59万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $6,182.34万 | 3.87% | 1,144,454 | -4,623 | -0.4% | -$24.97万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $5,352.66万 | 3.35% | 554,738 | -18,028 | -3.1% | -$173.95万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,294.29万 | 3.32% | 743,059 | 1,057 | 0.1% | $7.53万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $4,428.87万 | 2.78% | 875,617 | -18,582 | -2.1% | -$93.99万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $4,400.31万 | 2.76% | 427,007 | 278 | 0.1% | $2.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,160.56万 | 2.61% | 505,291 | -24,207 | -4.6% | -$199.32万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $4,048.51万 | 2.54% | 743,391 | 110,692 | 17.5% | $602.83万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $3,849.32万 | 2.41% | 796,384 | 681 | 0.1% | $3.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,302.19万 | 2.07% | 472,417 | -12,459 | -2.6% | -$87.09万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $2,988.20万 | 1.87% | 937,917 | 3,670 | 0.4% | $11.69万 | 加仓 |
| VSDB | VANGUARD MALVERN FDS | $1,557.28万 | 0.98% | 203,992 | 69,337 | 51.5% | $529.32万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,507.70万 | 0.94% | 40,744 | 906 | 2.3% | $33.53万 | 加仓 |
| IVV | ISHARES TR | $1,482.75万 | 0.93% | 19,799 | 288 | 1.5% | $21.57万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,338.05万 | 0.84% | 266,385 | -38,253 | -12.6% | -$192.14万 | 减仓 |
| TSLA | TESLA INC | $1,115.53万 | 0.70% | 26,522 | -109 | -0.4% | -$4.58万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,049.24万 | 0.66% | 125,282 | -1,846 | -1.5% | -$15.46万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,036.59万 | 0.65% | 257,794 | -9,545 | -3.6% | -$38.38万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,025.51万 | 0.64% | 66,466 | -1,344 | -2.0% | -$20.74万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $962.14万 | 0.60% | 94,970 | -3,934 | -4.0% | -$39.86万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $889.45万 | 0.56% | 114,886 | -468 | -0.4% | -$3.62万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $835.13万 | 0.52% | 113,871 | -1,873 | -1.6% | -$13.74万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $792.62万 | 0.50% | 170,145 | -14,042 | -7.6% | -$65.41万 | 减仓 |
| AAPL | APPLE INC | $758.51万 | 0.48% | 26,213 | 314 | 1.2% | $9.09万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $698.80万 | 0.44% | 90,080 | 35,988 | 66.5% | $279.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $675.94万 | 0.42% | 258,386 | -159,125 | -38.1% | -$416.27万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $642.31万 | 0.40% | 133,480 | -671 | -0.5% | -$3.23万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $572.36万 | 0.36% | 74,692 | 49,051 | 191.3% | $375.88万 | 加仓 |
| ISCF | ISHARES TR | $550.62万 | 0.35% | 127,193 | -1,732 | -1.3% | -$7.50万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $543.33万 | 0.34% | 7,276 | 187 | 2.6% | $13.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $513.24万 | 0.32% | 25,651 | 890 | 3.6% | $17.81万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $487.86万 | 0.31% | 59,539 | 5,580 | 10.3% | $45.72万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $459.52万 | 0.29% | 90,014 | 23,763 | 35.9% | $121.31万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $430.19万 | 0.27% | 166,612 | -25,850 | -13.4% | -$66.74万 | 减仓 |
| MUB | ISHARES TR | $429.26万 | 0.27% | 39,886 | -216 | -0.5% | -$2.32万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $423.36万 | 0.27% | 55,414 | 29,177 | 111.2% | $222.91万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $404.79万 | 0.25% | 51,956 | -715 | -1.4% | -$5.57万 | 减仓 |
| MSTR | STRATEGY INC | $366.31万 | 0.23% | 42,138 | -3,347 | -7.4% | -$29.10万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $324.05万 | 0.20% | 68,393 | -1,056 | -1.5% | -$5.00万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $311.89万 | 0.20% | 31,102 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $276.19万 | 0.17% | 11,366 | -933 | -7.6% | -$22.67万 | 减仓 |
| OKE | ONEOK INC NEW | $275.07万 | 0.17% | 31,639 | 3 | 0.0% | $261 | 加仓 |
| VTV | VANGUARD INDEX FDS | $261.94万 | 0.16% | 12,019 | -100 | -0.8% | -$2.18万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $258.00万 | 0.16% | 7,493 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $243.45万 | 0.15% | 8,032 | 10 | 0.1% | $3,031 | 加仓 |
| MSFT | MICROSOFT CORP | $230.62万 | 0.14% | 6,183 | 230 | 3.9% | $8.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $229.93万 | 0.14% | 51,832 | 2,170 | 4.4% | $9.63万 | 加仓 |
| VLUE | ISHARES TR | $226.43万 | 0.14% | 11,332 | -1,548 | -12.0% | -$30.93万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $220.33万 | 0.14% | 73,029 | -20,004 | -21.5% | -$60.35万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $202.95万 | 0.13% | 28,633 | 4,398 | 18.1% | $31.17万 | 加仓 |
| SUB | ISHARES TR | $189.20万 | 0.12% | 17,770 | -517 | -2.8% | -$5.50万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $183.15万 | 0.11% | 24,950 | 3,656 | 17.2% | $26.84万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $164.42万 | 0.10% | 87,133 | -28,605 | -24.7% | -$53.98万 | 减仓 |
| GLD | SPDR GOLD TR | $162.88万 | 0.10% | 4,422 | 446 | 11.2% | $16.43万 | 加仓 |
| IWF | ISHARES TR | $160.37万 | 0.10% | 12,915 | -737 | -5.4% | -$9.15万 | 减仓 |
| GOOGL | ALPHABET INC | $159.45万 | 0.10% | 4,462 | 125 | 2.9% | $4.47万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $155.46万 | 0.10% | 20,269 | -15 | -0.1% | -$1,151 | 减仓 |
| AMZN | AMAZON COM INC | $145.11万 | 0.09% | 6,088 | 244 | 4.2% | $5.82万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $136.56万 | 0.09% | 16,523 | -722 | -4.2% | -$5.97万 | 减仓 |
| FLOT | ISHARES TR | $133.26万 | 0.08% | 26,103 | -9,822 | -27.3% | -$50.14万 | 减仓 |
| — | EXXON MOBIL CORP | $124.19万 | 0.08% | 9,083 | 155 | 1.7% | $2.12万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $124.09万 | 0.08% | 21,322 | -310 | -1.4% | -$1.80万 | 减仓 |
| DLS | WISDOMTREE TR | $121.11万 | 0.08% | 14,454 | -160 | -1.1% | -$1.34万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $118.13万 | 0.07% | 12,250 | -1,008 | -7.6% | -$9.72万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $103.74万 | 0.07% | 4,733 | -710 | -13.0% | -$15.56万 | 减仓 |
| TXN | TEXAS INSTRS INC | $94.75万 | 0.06% | 3,179 | -226 | -6.6% | -$6.74万 | 减仓 |
| CVX | CHEVRON CORPORATION | $94.47万 | 0.06% | 5,699 | 560 | 10.9% | $9.28万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $87.95万 | 0.06% | 2,687 | 290 | 12.1% | $9.49万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $85.80万 | 0.05% | 30,975 | 194 | 0.6% | $5,374 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $82.57万 | 0.05% | 28,057 | 64 | 0.2% | $1,884 | 加仓 |
| IJS | ISHARES TR | $76.38万 | 0.05% | 5,588 | -209 | -3.6% | -$2.86万 | 减仓 |
| ABBV | ABBVIE INC | $75.90万 | 0.05% | 3,016 | 4 | 0.1% | $1,007 | 加仓 |
| EFA | ISHARES TR | $74.44万 | 0.05% | 7,166 | -48 | -0.7% | -$4,986 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $69.93万 | 0.04% | 9,240 | 3,270 | 54.8% | $24.75万 | 加仓 |
| HD | HOME DEPOT INC | $68.61万 | 0.04% | 1,945 | 31 | 1.6% | $1.09万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $63.92万 | 0.04% | 3,235 | -246 | -7.1% | -$4.86万 | 减仓 |
| BSVO | EA SERIES TRUST | $63.42万 | 0.04% | 21,728 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $63.18万 | 0.04% | 2,505 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $60.71万 | 0.04% | 7,535 | -6,697 | -47.1% | -$53.96万 | 减仓 |
| LLY | ELI LILLY & CO | $59.18万 | 0.04% | 493 | 10 | 2.1% | $1.20万 | 加仓 |
| CAT | CATERPILLAR INC | $59.10万 | 0.04% | 555 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $55.57万 | 0.03% | 9,310 | 368 | 4.1% | $2.20万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $53.48万 | 0.03% | 2,106 | 2 | 0.1% | $508 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.30万 | 0.03% | 1,116 | -34 | -3.0% | -$1.62万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $50.73万 | 0.03% | 10,191 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $50.67万 | 0.03% | 6,411 | 3,112 | 94.3% | $24.60万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $49.28万 | 0.03% | 3,212 | 4 | 0.1% | $614 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $49.13万 | 0.03% | 11,865 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $48.56万 | 0.03% | 2,428 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $48.47万 | 0.03% | 9,248 | 8 | 0.1% | $419 | 加仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $48.37万 | 0.03% | 4,122 | 16 | 0.4% | $1,877 | 加仓 |
| SCZ | ISHARES TR | $48.22万 | 0.03% | 5,861 | -456 | -7.2% | -$3.75万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $47.94万 | 0.03% | 2,783 | 0 | 0.0% | — | 不变 |