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 |
|---|---|---|---|---|---|---|---|---|
| DFSD | DIMENSIONAL ETF TRUST | $1.49亿 | 10.12% | 3,109,706 | -95,101 | -3.0% | -$455.34万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.36亿 | 9.27% | 3,229,394 | 6,030 | 0.2% | $25.46万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1.08亿 | 7.36% | 1,342,478 | 13,146 | 1.0% | $105.97万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $9,217.86万 | 6.27% | 154,261 | 8,175 | 5.6% | $488.50万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $8,263.57万 | 5.62% | 748,037 | 10,711 | 1.5% | $118.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $7,864.17万 | 5.35% | 2,139,327 | 90,925 | 4.4% | $334.24万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $6,064.83万 | 4.12% | 1,149,077 | -22,884 | -2.0% | -$120.78万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $5,935.38万 | 4.04% | 1,224,800 | -44,214 | -3.5% | -$214.26万 | 减仓 |
| AVLC | AMERICAN CENTY ETF TR | $5,775.57万 | 3.93% | 744,755 | 83,429 | 12.6% | $646.99万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,754.75万 | 3.23% | 742,002 | 12,904 | 1.8% | $82.69万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,615.35万 | 3.14% | 572,766 | -9,851 | -1.7% | -$79.38万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $4,461.16万 | 3.03% | 894,199 | -4,054 | -0.5% | -$20.23万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $4,261.31万 | 2.90% | 426,729 | -10,351 | -2.4% | -$103.37万 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $3,813.80万 | 2.59% | 795,703 | -52,157 | -6.2% | -$249.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,766.32万 | 2.56% | 529,498 | -25,588 | -4.6% | -$182.01万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $3,438.96万 | 2.34% | 934,247 | 165,458 | 21.5% | $609.05万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $3,415.94万 | 2.32% | 632,699 | 204,745 | 47.8% | $1,105.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,028.05万 | 2.06% | 484,876 | -11,972 | -2.4% | -$74.77万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,521.67万 | 1.03% | 304,638 | -91,891 | -23.2% | -$459.00万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,278.04万 | 0.87% | 39,838 | 2,378 | 6.3% | $76.29万 | 加仓 |
| IVV | ISHARES TR | $1,274.50万 | 0.87% | 19,511 | -1,225 | -5.9% | -$80.02万 | 减仓 |
| VSDB | VANGUARD MALVERN FDS | $1,026.74万 | 0.70% | 134,655 | 133,987 | 20,057.9% | $1,021.65万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $1,000.32万 | 0.68% | 98,904 | -2,550 | -2.5% | -$25.79万 | 减仓 |
| TSLA | TESLA INC | $990.02万 | 0.67% | 26,631 | -4,592 | -14.7% | -$170.71万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $988.60万 | 0.67% | 67,810 | -7,549 | -10.0% | -$110.06万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $987.41万 | 0.67% | 417,511 | -104,423 | -20.0% | -$246.96万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $954.73万 | 0.65% | 127,128 | -4,991 | -3.8% | -$37.48万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $905.21万 | 0.62% | 267,339 | -6,211 | -2.3% | -$21.03万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $863.19万 | 0.59% | 115,354 | -4,692 | -3.9% | -$35.11万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $843.51万 | 0.57% | 184,187 | -2,145 | -1.2% | -$9.82万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $721.09万 | 0.49% | 115,744 | -4,753 | -3.9% | -$29.61万 | 减仓 |
| AAPL | APPLE INC | $657.30万 | 0.45% | 25,899 | -654 | -2.5% | -$16.60万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $627.02万 | 0.43% | 134,151 | -7,242 | -5.1% | -$33.85万 | 减仓 |
| MSTR | STRATEGY INC | $567.66万 | 0.39% | 45,485 | 29,351 | 181.9% | $366.30万 | 加仓 |
| ISCF | ISHARES TR | $538.78万 | 0.37% | 128,925 | -4,401 | -3.3% | -$18.39万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $490.39万 | 0.33% | 192,462 | -12,000 | -5.9% | -$30.58万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $461.04万 | 0.31% | 7,089 | -1,269 | -15.2% | -$82.53万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $431.84万 | 0.29% | 24,761 | -406 | -1.6% | -$7.08万 | 减仓 |
| MUB | ISHARES TR | $425.68万 | 0.29% | 40,102 | -976 | -2.4% | -$10.36万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $419.69万 | 0.29% | 54,092 | 54,092 | — | $419.69万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $412.99万 | 0.28% | 52,671 | -12,010 | -18.6% | -$94.17万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $391.08万 | 0.27% | 66,251 | 462 | 0.7% | $2.73万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $382.62万 | 0.26% | 53,959 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $329.71万 | 0.22% | 93,033 | 4,103 | 4.6% | $14.54万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $305.71万 | 0.21% | 69,449 | -2,442 | -3.4% | -$10.75万 | 减仓 |
| OKE | ONEOK INC NEW | $285.96万 | 0.19% | 31,636 | 3 | 0.0% | $271 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $282.28万 | 0.19% | 115,738 | -51,667 | -30.9% | -$126.02万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $267.20万 | 0.18% | 12,299 | -320 | -2.5% | -$6.95万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $240.18万 | 0.16% | 7,493 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $237.78万 | 0.16% | 12,119 | -400 | -3.2% | -$7.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $220.34万 | 0.15% | 5,953 | -360 | -5.7% | -$13.33万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $215.54万 | 0.15% | 31,102 | -400 | -1.3% | -$2.77万 | 减仓 |
| VB | VANGUARD INDEX FDS | $210.10万 | 0.14% | 8,022 | -180 | -2.2% | -$4.71万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $199.04万 | 0.14% | 24,235 | 0 | 0.0% | — | 不变 |
| VCRM | VANGUARD MUN BD FDS | $197.17万 | 0.13% | 26,237 | 26,237 | — | $197.17万 | 新建仓 |
| VSDM | VANGUARD MUN BD FDS | $195.62万 | 0.13% | 25,641 | 25,641 | — | $195.62万 | 新建仓 |
| SUB | ISHARES TR | $194.76万 | 0.13% | 18,287 | -489 | -2.6% | -$5.21万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $192.99万 | 0.13% | 49,662 | 96 | 0.2% | $3,731 | 加仓 |
| VLUE | ISHARES TR | $183.14万 | 0.12% | 12,880 | -370 | -2.8% | -$5.26万 | 减仓 |
| FLOT | ISHARES TR | $183.04万 | 0.12% | 35,925 | -2,941 | -7.6% | -$14.98万 | 减仓 |
| GLD | SPDR GOLD TR | $171.06万 | 0.12% | 3,976 | 133 | 3.5% | $5.72万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $156.81万 | 0.11% | 21,294 | 872 | 4.3% | $6.42万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $156.55万 | 0.11% | 20,284 | -7,863 | -27.9% | -$60.69万 | 减仓 |
| — | EXXON MOBIL CORP | $151.47万 | 0.10% | 8,928 | -5,704 | -39.0% | -$96.77万 | 减仓 |
| IWF | ISHARES TR | $145.54万 | 0.10% | 3,413 | -784 | -18.7% | -$33.43万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $142.70万 | 0.10% | 17,245 | -1,016 | -5.6% | -$8.41万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $137.76万 | 0.09% | 22,488 | 22,399 | 25,167.4% | $137.22万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $126.63万 | 0.09% | 21,632 | -955 | -4.2% | -$5.59万 | 减仓 |
| GOOGL | ALPHABET INC | $124.71万 | 0.08% | 4,337 | -347 | -7.4% | -$9.98万 | 减仓 |
| AMZN | AMAZON COM INC | $121.72万 | 0.08% | 5,844 | -524 | -8.2% | -$10.91万 | 减仓 |
| DLS | WISDOMTREE TR | $119.10万 | 0.08% | 14,614 | -1,487 | -9.2% | -$12.12万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $117.60万 | 0.08% | 13,258 | -3,724 | -21.9% | -$33.03万 | 减仓 |
| AGQ | PROSHARES TR II | $115.39万 | 0.08% | 9,656 | -19,127 | -66.5% | -$228.58万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $110.91万 | 0.08% | 5,443 | 24 | 0.4% | $4,891 | 加仓 |
| CVX | CHEVRON CORPORATION | $106.33万 | 0.07% | 5,139 | 5 | 0.1% | $1,035 | 加仓 |
| VO | VANGUARD INDEX FDS | $102.19万 | 0.07% | 3,558 | 40 | 1.1% | $1.15万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $76.18万 | 0.05% | 30,781 | -1,521 | -4.7% | -$3.76万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $71.77万 | 0.05% | 27,993 | 71 | 0.3% | $1,820 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $70.51万 | 0.05% | 2,397 | 159 | 7.1% | $4.68万 | 加仓 |
| EFA | ISHARES TR | $70.07万 | 0.05% | 7,214 | -230 | -3.1% | -$2.23万 | 减仓 |
| IJS | ISHARES TR | $68.67万 | 0.05% | 5,797 | -71 | -1.2% | -$8,410 | 减仓 |
| TXN | TEXAS INSTRS INC | $66.11万 | 0.04% | 3,405 | -2,978 | -46.7% | -$57.82万 | 减仓 |
| ABBV | ABBVIE INC | $65.51万 | 0.04% | 3,012 | 4 | 0.1% | $870 | 加仓 |
| VOE | VANGUARD INDEX FDS | $64.15万 | 0.04% | 3,481 | 17 | 0.5% | $3,133 | 加仓 |
| HD | HOME DEPOT INC | $62.96万 | 0.04% | 1,914 | 7 | 0.4% | $2,303 | 加仓 |
| BSVO | EA SERIES TRUST | $55.12万 | 0.04% | 21,728 | -18,871 | -46.5% | -$47.88万 | 减仓 |
| WMT | WALMART INC | $53.92万 | 0.04% | 4,339 | -198 | -4.4% | -$2.46万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $52.59万 | 0.04% | 3,595 | -2,119 | -37.1% | -$31.00万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $51.43万 | 0.03% | 2,104 | -318 | -13.1% | -$7.77万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $51.41万 | 0.03% | 2,783 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $50.74万 | 0.03% | 10,191 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $49.53万 | 0.03% | 6,317 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $49.30万 | 0.03% | 1,737 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $49.29万 | 0.03% | 11,865 | -243 | -2.0% | -$1.01万 | 减仓 |
| IGSB | ISHARES TR | $48.57万 | 0.03% | 9,240 | 5 | 0.1% | $263 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $48.33万 | 0.03% | 8,942 | -5,283 | -37.1% | -$28.56万 | 减仓 |
| IYW | ISHARES TR | $45.45万 | 0.03% | 2,505 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $45.16万 | 0.03% | 5,970 | 5,970 | — | $45.16万 | 新建仓 |
| T | AT&T INC | $44.75万 | 0.03% | 15,437 | 384 | 2.6% | $1.11万 | 加仓 |
| LLY | ELI LILLY & CO | $44.46万 | 0.03% | 483 | -14 | -2.8% | -$1.29万 | 减仓 |