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BIP Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BIP Wealth, LLC
报告期 2026-03-31 · CIK 0001590214
持仓数
453
前50大市值合计
$1.85B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 19
增持 39
减持 82
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE US EFFICIENT CORE FLOATING RATE TREASURY FUND
+$261.7M
5,453,908
+2042%
增持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
+$20.8M
588,204
+0%
增持
SPYV
SPDR SERIES TRUST PRTFLO S&P500 VL ETF
+$8.2M
800,192
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+24%
增持
VTI
VANGUARD TOTAL STOCK
+$7.3M
220,291
+9%
减持
ACWI
ISHARES TRUST MSCI ACWI ETF
-$5.6M
84,215
-3%
增持
VTV
VANGUARD VALUE ETF
+$4.6M
129,548
+30%
增持
ULST
SSGA ACTIVE ETF TR ULT SHT TRM BD ETF
+$3.8M
335,607
+39%
增持
VT
VANGUARD TT WRLD ST ETF
+$2.5M
308,858
+4%
增持
AAPL
APPLE INC COM
+$2.5M
69,043
+5%
增持
VEU
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
+$2.5M
498,374
+8%
减持
TFLO
ISHARES TRUST TRS FLT RT BD ETF
-$2.0M
1,495,512
-3%
减持
MCK
MCKESSON CORPORATION COM
-$1.9M
1,855
-75%
增持
EFA
ISHARES TRUST MSCI EAFE ETF
+$1.7M
719,402
+2%
增持
STIP
ISHARES TRUST 0-5 YR TIPS ETF
+$1.7M
65,929
+38%
减持
RWO
SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF
-$1.7M
86,716
-32%
减持
REET
ISHARES TRUST GLOBAL REIT ETF
-$1.5M
551,263
-11%
建仓
—
ACCENTURE PLC COM
+$1.5M
4,844
增持
SPSB
SPDR SHORT TERM
+$1.5M
836,750
+7%
增持
DGS
WSDMTREE EMRG MKTS
+$1.4M
223,742
+14%
增持
IWM
ISHARES TRUST RUSSELL 2000 ETF
+$1.4M
100,985
+3%
减持
VXF
VANGUARD EXTEND MKT ETF
-$1.3M
16,674
-6%
减持
VCSH
VGRD STC ETF DV
-$1.3M
69,173
-19%
增持
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL ETF
+$1.2M
103,258
+16%
增持
DOL
WISDOMTREE TRUST INTL LRGCAP DV ETF
+$1.2M
205,443
+12%
增持
IAGG
ISHARES TRUST CORE INTL AGGR ETF
+$1.1M
149,144
+16%
增持
DNL
WISDOMTREE TRUST GLB US QTLY DIV ETF
+$1.1M
282,836
+11%
减持
BSV
VANGUARD SHORT-TERM BOND
-$1.0M
24,109
-35%
减持
ISTB
ISHARES TRUST CORE 1 5 YR USD ETF
-$1.0M
42,414
-33%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$961.3K
78,206
+12%
建仓
NUE
NUCOR CORP COM
+$906.5K
5,528
增持
DLS
WISDOMTREE TRUST INTL SMCAP DIV ETF
+$892.5K
147,495
+14%
增持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
+$890.0K
201,127
+11%
减持
VCIT
VGRD ITC ETF DV
-$885.5K
72,693
-13%
减持
SPIP
SPDR SERIES TRUST PORTFLI TIPS ETF
-$838.3K
67,237
-30%
增持
VB
VANGUARD SMALL CP ETF
+$773.8K
13,473
+34%
增持
SLYG
SPDR SERIES TRUST S&P 600 SMCP GRW ETF
+$722.5K
50,602
+17%
减持
SPTM
SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF
+$706.3K
272,183
-3%
增持
EFV
ISHARES TRUST EAFE VALUE ETF
+$693.3K
131,351
+11%
增持
PEP
PEPSICO INC COM
+$662.4K
4,768
+294%
减持
SPIB
SPDR SERIES TRUST PORTFOLIO INTRMD ETF
-$578.1K
62,820
-21%
减持
VV
VANGUARD LARGE CAP ETF
+$489.9K
37,423
-1%
增持
USMF
WISDOMTREE US EFFICIENT CORE US MULTIFACTOR ETF
+$485.0K
24,809
+95%
清仓
MO
ALTRIA GROUP INC COM
-$447.7K
0
-100%
建仓
DIA
SPDR DOW JONES IND UT SER 1 ETF
+$415.0K
1,207
增持
EEM
ISHARES TRUST MSCI EMG MKT ETF
+$369.0K
314,391
+3%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$366.9K
9,135
-33%
增持
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$353.9K
40,919
+0%
建仓
HEFA
ISHARES TRUST HDG MSCI EAFE ETF
+$350.3K
11,300
建仓
LITE
LUMENTUM HLDGS INC COM
+$340.4K
6,000
建仓
SDY
SPDR SERIES TRUST S&P DIVID ETF
+$337.2K
2,751
减持
MSFT
MICROSOFT CORP COM
+$336.9K
8,872
-4%
增持
ITOT
ISHARES TRUST CORE S&P TTL STK ETF
+$331.9K
14,962
+20%
清仓
AGG
ISHARES TRUST CORE US AGGBD ET ETF
-$330.0K
0
-100%
增持
TSLA
TESLA INC COM
+$323.9K
5,918
+0%
减持
IEFA
ISHARES TRUST CORE MSCI EAFE ETF
-$310.3K
8,799
-32%
清仓
TIP
ISHARES TRUST TIPS BD ETF
-$300.7K
0
-100%
增持
—
EXXON MOBIL CORPORATION COM
+$298.7K
19,929
+19%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$298.0K
112,222
-8%
减持
SPDW
SPDR PORTFOLIO DVLPD
-$288.5K
297,331
-4%
建仓
VCEB
VANGUARD ESG U.S. CORPORATE BOND ETF
+$274.9K
4,435
减持
QQQ
INVESCO QQQ TRUST UNIT SER 1 ETF
-$266.2K
1,099
-48%
建仓
—
ROYAL CARIBBEAN GROUP COM
+$261.7K
2,523
减持
AMZN
AMAZON COM INC COM
+$256.1K
12,142
-5%
清仓
—
MAXAR TECHNOLOGIES INC COM
-$255.6K
0
-100%
建仓
INTU
INTUIT INC COM
+$249.7K
545
清仓
LQD
ISHARES TRUST IBOXX INV CP ETF
-$246.2K
0
-100%
增持
SPYD
SPDR S&P 500 HIGH
-$239.6K
359,808
+1%
清仓
AMD
ADVANCED MICRO DEVICES INC COM
-$229.0K
0
-100%
减持
CVX
CHEVRON CORPORATION COM
-$224.7K
5,577
-17%
减持
EFG
ISHARES TRUST EAFE GRWTH ETF
-$223.5K
11,463
-18%
建仓
CRM
SALESFORCE INC
+$222.2K
1,052
建仓
DFUV
DIMENSIONAL ETF TR US MARKETWIDE VALUE ETF
+$219.9K
6,373
建仓
SPAB
SPDR SERIES TRUST PORTFOLIO AGRGTE ETF
+$219.7K
8,658
建仓
LHX
L3 HARRIS TECHNOLOGIES INC COM
+$215.5K
1,101
清仓
EMR
EMERSON ELECTRIC CO COM
-$213.3K
0
-100%
清仓
—
BIOQUAL INC COM
-$210.4K
0
-100%
减持
T
AT&T INC COM
-$206.9K
33,806
-13%
减持
SUB
ISHARES TRUST SHRT NAT MUN ETF
-$206.7K
24,344
-7%
减持
CSCO
CISCO SYSTEMS INC COM
-$206.5K
6,907
-36%
建仓
MINT
PIMCO ETF TRUST ENHAN SHRT MA AC ETF
+$204.5K
2,050
清仓
XLE
SELECT SECTOR SPDR TRUST ENERGY ETF
-$203.9K
0
-100%
减持
PFE
PFIZER INC COM
-$203.3K
8,997
-31%
建仓
CWI
SPDR INDEX SHARES FUNDS MSCI ACWI EXUS ETF
+$203.1K
7,773
建仓
PK
PARK HOTELS & RESORTS INC COM USD0.01
+$197.7K
15,421
减持
PG
PROCTER & GAMBLE CO COM
-$197.2K
3,517
-28%
减持
SHM
SPDR NUVEN BLM SHT TM
-$182.8K
5,479
-41%
增持
SPYM
SPDR SERIES TRUST PORTFOLIO S&P 500 ETF
+$180.0K
38,125
+2%
增持
GWX
SPDR S&P INTERNATIONAL SMALL CAP ETF
+$177.5K
77,837
+9%
减持
IYR
ISHARES TRUST U.S. REAL ES ETF
-$177.2K
2,721
-44%
清仓
AFL
AFLAC INC COM
-$173.7K
0
-100%
增持
VO
VANGUARD MID CAP ETF
+$169.8K
2,854
+31%
减持
VUG
VANGUARD INDEX FDS VANGUARD GROWTH ETF F
+$165.8K
9,448
-6%
减持
SCZ
ISHARES TRUST EAFE SML CP ETF
-$164.7K
41,207
-6%
增持
SPMD
SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF
+$163.0K
28,454
+9%
减持
KO
COCA-COLA CO COM
-$159.8K
24,744
-7%
减持
IVV
ISHARES TRUST CORE S&P500 ETF
+$144.6K
11,853
-5%
减持
HD
HOME DEPOT INC COM
+$143.9K
10,043
-0%
减持
IWF
ISHARES TRUST RUS 1000 GRW ETF
-$142.7K
1,067
-40%
减持
VTIP
VANGUARD STRM INFPROIDX ETF
-$141.3K
17,880
-14%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$139.7K
37,289
+8%
减持
ACWX
ISHARES TRUST MSCI ACWI EX US ETF
-$134.2K
36,905
-8%
减持
VNQI
VANGUARD GLB EX US ETF
-$123.9K
6,728
-31%
减持
MUB
ISHARES TRUST NATIONAL MUN ETF
-$123.7K
6,606
-14%
增持
NSC
NORFOLK SOUTHERN CORP COM
+$123.7K
1,455
+50%
减持
IWN
ISHARES TRUST RUS 2000 VAL ETF
-$122.9K
6,269
-15%
减持
WMT
WALMART INC COM
-$119.2K
3,324
-24%
减持
BRK/B
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
+$111.8K
5,645
-4%
减持
EEMS
ISHARES INC EM MKT SM-CP ETF
-$106.5K
6,077
-29%
建仓
LWLG
LIGHTWAVE LOGIC INC
+$104.6K
15,012
减持
CINF
CINCINNATI FINANCIAL CORP COM
-$103.6K
3,200
-14%
减持
DON
WISDOMTREE TRUST US MIDCAP DIVID ETF
-$102.8K
71,960
-6%
减持
ABBV
ABBVIE INC COM
-$101.9K
2,783
-7%
减持
AIVI
WISDOMTREE TRUST INTL AI ENHANCED VALUE FUND
-$99.5K
70,854
-4%
减持
DVY
ISHARES TRUST SELECT DIVID ETF
-$98.8K
5,175
-11%
减持
EWX
SPDR INDEX SHARES FUNDS S&P EMKTSC ETF
-$98.2K
81,017
-6%
减持
PM
PHILIP MORRIS INTL INC COM
-$93.3K
2,400
-29%
减持
TFC
TRUIST FINANCIAL CORPORATION COM
-$90.1K
9,499
-14%
减持
NKE
NIKE INC COM CL B
-$87.1K
6,818
-0%
减持
NEE
NEXTERA ENERGY INC COM
-$86.1K
5,416
-14%
减持
VEA
VANGUARD FTSE DEVELOPED MKTS ETF
-$82.0K
10,436
-16%
减持
LLY
ELI LILLY AND COMPANY COM
+$81.7K
705
-3%
减持
GPN
GLOBAL PAYMENTS INC COM
-$81.1K
10,497
-1%
减持
SCHW
SCHWAB CHARLES CORP COM
+$76.9K
18,061
-0%
减持
ORCL
ORACLE CORP COM
+$75.7K
3,352
-4%
减持
IWV
ISHARES TRUST RUSSELL 3000 ETF
+$75.0K
4,487
-1%
减持
AMT
AMERICAN TOWER CORP COM USD0.01
-$72.2K
6,235
-1%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$63.1K
520
-21%
减持
META
META PLATFORMS INC COM CL A
-$63.1K
1,120
-38%
减持
MRK
MERCK & CO INC COM
-$62.8K
3,651
-20%
减持
NFLX
NETFLIX INC COM
+$62.6K
1,122
-10%
减持
IWB
ISHARES TRUST RUS 1000 ETF
-$61.1K
1,933
-18%
增持
DES
WISDOMTREE US SMALLCAP
+$59.6K
249,470
+0%
减持
DIS
WALT DISNEY COMPANY
-$59.5K
2,783
-10%
减持
PHYS
SPROTT PHYSICAL GOLD ETV
-$59.1K
103,770
-0%
减持
BAC
BANK OF AMERICA CORPORATION COM
-$55.4K
16,767
-11%
减持
MCD
MCDONALDS CORPORATION COM
-$54.7K
1,029
-20%
减持
AMGN
AMGEN INC COM
-$52.6K
1,201
-9%
减持
VOO
VANGUARD S&P 500 ETF SHS
+$48.6K
2,558
-3%
减持
IJR
ISHARES CORE S&P
-$48.6K
5,096
-10%
减持
IXUS
ISHARES TR CORE MSCI TOTAL
-$48.2K
4,841
-15%
减持
TXN
TEXAS INSTRUMENTS INC COM
-$46.7K
1,146
-16%
减持
CMCSA
COMCAST CORP COM CL A
-$46.6K
6,606
-22%
建仓
—
VIRNETX HOLDING CORP
+$46.5K
99,941
减持
SCHM
CHARLES SCHWAB US MC
-$46.0K
3,545
-19%
减持
GOOGL
ALPHABET INC COM CL A
+$43.6K
4,550
-6%
减持
PID
INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI ETF
-$43.3K
21,959
-11%
减持
SO
SOUTHERN CO COM
-$39.2K
10,098
-6%
建仓
VFF
VILLAGE FARMS INTE COM
+$34.6K
57,800
减持
MAR
MARRIOTT INTERNATIONAL INC COM USD0.01 CLASS A
+$32.5K
2,736
-3%
减持
SPYG
SPDR SERIES TRUST PRTFLO S&P500 GW ETF
+$32.1K
28,309
-8%
