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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 14
增持 41
减持 75
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE FLOATING RATETREASRY ETF
-$49.1M
4,477,215
-18%
减持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
-$24.9M
551,632
-6%
减持
TFLO
ISHARES TREASURY FLOATING RA
-$8.4M
1,328,685
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。
-11%
减持
EFA
ISHARES MSCI EAFE ETF
-$7.0M
655,692
-9%
减持
SPYD
SPDR S&P 500 HIGH DIVIDEND ETF
-$4.1M
262,915
-27%
减持
REET
ISHARES TRUST GLOBAL REIT ETF
-$3.8M
419,457
-24%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$3.5M
283,420
-8%
减持
AAPL
APPLE INC
-$3.4M
58,475
-15%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$2.8M
215,308
-2%
减持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
-$2.5M
234,028
-14%
减持
SPSB
SPDR SHORT TERM CORPORATE BND ETF
-$2.3M
761,641
-9%
减持
SPYV
SPDR S&P 500 VALUE ETF
-$2.2M
783,525
-2%
减持
SPDW
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
-$2.0M
248,893
-16%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$1.8M
96,952
-4%
减持
VEU
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
-$1.7M
489,454
-2%
增持
HD
HOME DEPOT INC
+$1.5M
15,445
+54%
减持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
-$1.5M
65,874
-16%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$1.5M
49,136
+671%
减持
RWO
SPDR DOW JONES GLOBAL REAL ESTATE ETF
-$1.3M
59,089
-32%
减持
—
ACCENTURE PLC FCLASS A
-$1.3M
719
-85%
减持
DNL
WISDOMTREE TR GLOBAL EX US QUALITY DIVID GROWTH FD
-$1.2M
266,695
-6%
增持
VTV
VANGUARD VALUE ETF
+$1.1M
141,794
+9%
减持
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
-$1.1M
35,405
-13%
减持
VCSH
VGRD STC ETF DV
-$1.1M
54,727
-21%
减持
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL
-$1.1M
95,245
-8%
减持
VCIT
VGRD ITC ETF DV
-$1.1M
61,652
-15%
增持
ULST
SSGA ACTIVE ETF TR ULT SHT TRM BD
+$1.0M
361,344
+8%
减持
DES
WISDOMTREE US SMALLCAP DIVIDEND ETF
-$1.0M
217,719
-13%
减持
ACWI
ISHARES TR MSCI ACWI ETF
-$965.7K
77,015
-9%
减持
EEM
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
-$888.5K
304,316
-3%
建仓
MSTR
MICROSTRATEGY INC CL A
+$820.7K
2,500
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$722.6K
93,406
-17%
减持
VBR
VANGUARD SMALL CAP VALUEETF
-$700.2K
15,288
-19%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$648.2K
73,079
+11%
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$624.7K
29,183
-31%
减持
BSV
VANGUARD SHORT-TERM BONDETF
-$606.7K
16,167
-33%
减持
DON
WISDOMTREE US MIDCAP DIVIDEND ETF
-$568.4K
59,998
-17%
减持
DOL
WISDOMTREE INTL LARGECP DIVIDEND ETF
-$566.6K
200,003
-3%
清仓
LNG
CHENIERE ENERGY INC COM
-$551.1K
0
-100%
减持
TSLA
TESLA INC
-$517.2K
4,124
-30%
建仓
NEOV
NEOVOLTA INC
+$498.5K
200,214
减持
SPIB
SPDR INTRMDT TRM CRPRATEBND ETF
-$497.4K
48,323
-23%
清仓
NFLX
NETFLIX INC COM
-$494.2K
0
-100%
减持
PEP
PEPSICO INC
-$431.4K
2,666
-44%
减持
CVX
CHEVRON CORP
-$430.7K
2,649
-53%
增持
KO
THE COCA-COLA CO
+$417.4K
34,074
+38%
减持
EWX
SPDR S&P EMERGING MRKT SML CP ETF
-$405.3K
71,969
-11%
建仓
WDAY
WORKDAY INC COM CL A
+$390.6K
1,818
减持
SPIP
SPDR PORTFOLIO TIPS ETF
-$379.1K
54,680
-19%
清仓
DSI
ISHARES TRUST MSCI KLD400 SOC ETF
-$377.9K
0
-100%
建仓
IVE
ISHARES S&P 500 VALUE ETF
+$362.8K
2,358
增持
IVV
ISHARES CORE S&P 500 ETF
+$344.0K
13,103
+11%
清仓
LITE
LUMENTUM HLDGS INC COM
-$340.4K
0
-100%
减持
AIVI
WISDOMTREE TR INTERNTNL AI ENH
-$329.2K
64,793
-9%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$326.0K
30,415
-18%
建仓
IVW
ISHARES S&P 500 GROWTH ETF
+$317.8K
4,644
增持
—
WESTROCK CO
+$307.7K
45,624
+0%
增持
VOO
VANGUARD S&P 500 ETF
+$292.6K
3,398
+33%
清仓
VCEB
VANGUARD ESG U.S. CORPORATE BOND ETF
-$274.9K
0
-100%
减持
ACWX
ISHARES MSCI ACWI EX US ETF
-$274.3K
32,805
-11%
增持
DGS
WSDMTREE EMRG MKTS SMALLCAP DVD ETF
+$272.4K
230,935
+3%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$271.1K
1,890
+72%
清仓
VNQI
VANGUARD GLB EX US ETF
-$270.4K
0
-100%
减持
T
A T & T INC
-$262.7K
18,412
-46%
增持
ORCL
ORACLE CORP
+$262.4K
6,246
+86%
清仓
BA
BOEING CO COM
-$248.5K
0
-100%
清仓
DIS
WALT DISNEY COMPANY
-$248.5K
0
-100%
减持
VTIP
VANGUARD SHRT INF PROT SEC INDEX ETF
-$246.0K
12,730
-29%
增持
GOOG
ALPHABET INC CL C
+$243.1K
6,244
+30%
清仓
FTNT
FORTINET INC COM
-$239.6K
0
-100%
清仓
SBUX
STARBUCKS CORP COM
-$238.9K
0
-100%
清仓
IYR
ISHARES TRUST U.S. REAL ES ETF
-$235.5K
0
-100%
清仓
CQP
CHENIERE ENERGY PARTNERS LP COMMON UNITS
-$230.7K
0
-100%
清仓
ABT
ABBOTT LABORATORIES COM
-$230.7K
0
-100%
清仓
MA
MASTERCARD INCORPORATED COM CL A
-$230.5K
0
-100%
建仓
OEF
ISHARES S&P 100 ETF
+$224.9K
1,121
建仓
NVO
NOVO-NORDISK AS VORMAL FSPONSORED ADR
+$223.0K
2,452
建仓
VOE
VANGUARD MID CAP VALUE ETF
+$222.8K
1,701
建仓
BLPRCRI
BLACKSTONE PRIVATE CREDIT FUND CLASS I
+$221.0K
8,826
清仓
SPAB
SPDR SERIES TRUST PORTFOLIO AGRGTE ETF
-$219.7K
0
-100%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$217.2K
7,218
-21%
清仓
LHX
L3 HARRIS TECHNOLOGIES INC COM
-$215.5K
0
-100%
清仓
KMB
KIMBERLY CLARK CORP COM
-$214.0K
0
-100%
减持
AMT
AMERN TOWER CORP REIT
-$212.8K
6,059
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC COM CLASS B
+$211.5K
6,099
+8%
清仓
XLY
SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF
-$208.4K
0
-100%
建仓
QQQM
INVESCO NASDAQ 100 ETF
+$208.3K
1,413
建仓
SCHB
SCHWAB US BROAD MARKET ETF
+$207.8K
4,167
清仓
TXN
TEXAS INSTRUMENTS INC COM
-$206.3K
0
-100%
减持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
-$205.1K
13,364
-11%
清仓
CWI
SPDR INDEX SHARES FUNDS MSCI ACWI EXUS ETF
-$203.1K
0
-100%
增持
MSFT
MICROSOFT CORP
+$202.2K
10,210
+15%
建仓
XLE
ENERGY SELECT SECTOR SPDR ETF
+$202.0K
2,235
减持
JNJ
JOHNSON & JOHNSON
-$197.6K
7,193
-10%
减持
SO
SOUTHERN CO
-$186.9K
8,073
-20%
减持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
-$185.9K
4,804
-14%
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$182.2K
25,657
-10%
增持
VB
VANGUARD SMALL-CAP INDEX FUND
+$149.5K
14,963
+11%
增持
WMT
WALMART INC
+$147.4K
4,189
+26%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$147.2K
23,192
-5%
减持
GPN
GLOBAL PAYMENTS INC
+$145.6K
10,224
-3%
减持
NKE
NIKE INC CL B
-$144.4K
6,360
-7%
减持
RTX
RTX CORP
-$143.9K
4,407
-6%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$141.2K
14,254
+37%
减持
NEE
NEXTERA ENERGY INC
-$136.9K
4,624
-15%
减持
SCZ
ISHARES TR EAFE SML CP ETF
-$133.7K
40,671
-1%
减持
EFV
ISHARES TR EAFE VALUE ETF
-$127.5K
128,770
-2%
减持
SPYG
SPDR S&P 500 GROWTH ETF
-$125.2K
27,024
-5%
增持
CSCO
CISCO SYSTEMS INC
+$124.7K
8,966
+30%
增持
NVDA
NVIDIA CORPORATION COM
+$119.5K
1,582
+18%
建仓
—
CARLYLE TACTICAL PRIVATE CREDIT FUND CLASS I
+$119.3K
14,054
减持
VXF
VANGUARD EXTENDED MARKETETF
-$118.1K
16,490
-1%
增持
SLYG
SPDR SER TR S&P 600 SMCP GRW
+$113.2K
54,695
+8%
增持
META
META PLATFORMS INC CL A
+$112.5K
1,445
+29%
增持
V
VISA INC CL A
+$110.4K
1,713
+43%
减持
VUG
VANGUARD INDEX FDS VANGUARD GROWTH ETF
-$107.2K
9,424
-0%
减持
VO
VANGUARD MID CAP ETF
-$106.7K
2,505
-12%
减持
—
EXXON MOBIL CORP
-$99.7K
17,331
-13%
增持
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
+$95.6K
1,424
+27%
建仓
ZAREEX
ARES REAL ESTATE INCOME TRUST CLASS E
+$91.0K
11,027
减持
COST
COSTCO WHOLESALE CO
-$87.1K
669
-22%
增持
GOOGL
ALPHABET INC CL A
+$85.4K
4,814
+6%
减持
SCHA
SCHWAB US SMALL CAP ETF
-$80.0K
9,556
-12%
增持
EFG
ISHARES MSCI EAFE GROWTHETF
-$76.6K
11,785
+3%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$74.8K
4,752
-8%
增持
SHM
SPDR NUVEN BLM SHT TM MPL BND ETF
+$71.8K
7,129
+30%
增持
SCHG
SCHWAB US LARGE CAP GROWTH ETF
+$70.9K
4,024
+36%
增持
CRM
SALESFORCE INC
+$69.8K
1,440
+37%
增持
CINF
CINCINNATI FINL
+$67.4K
3,703
+16%
减持
MRK
MERCK & CO INC
-$66.1K
3,450
-6%
增持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$64.5K
6,067
+19%
减持
MDYV
SPDR S&P 400 MID CAP VALUE ETF
-$62.9K
3,831
-15%
增持
EPD
ENTERPRISE PRODS PART LP
+$62.2K
19,628
+9%
减持
IWR
ISHARES RUSSELL MID CAP ETF
-$61.5K
9,581
-3%
增持
AMGN
AMGEN INC
+$60.3K
1,217
+1%
增持
PHYS
SPROTT PHYSICAL GOLD ETV
-$59.4K
103,970
+0%
增持
—
SYNOVUS FINL CO
-$55.0K
22,923
+0%
减持
ABBV
ABBVIE INC
-$51.3K
2,171
-22%
增持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
-$50.8K
207,372
+3%
减持
NUE
NUCOR CORP
-$46.2K
5,502
-0%
减持
PFE
PFIZER INC
-$44.2K
8,618
-4%
减持
RY
ROYAL BANK OF CANADA F
-$43.8K
2,921
-7%
减持
UNH
UNITEDHEALTH GRP INC
-$42.6K
411
-21%
减持
VBK
VANGUARD SMALL CAP GROWTH ETF
-$39.4K
1,392
-5%
增持
AMZN
AMAZON COM INC
+$39.3K
12,761
+5%
增持
GWX
SPDR S&P INTERNATIONAL SMALL CAP ETF
+$39.2K
82,843
+6%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$37.2K
1,244
+17%
增持
SDY
SPDR S&P DIVIDEND ETF
+$34.4K
3,231
+17%
增持
BAC
BANK OF AMERICA CORP
+$33.7K
18,801
+12%
减持
PID
INVSC INTL DVDND ACHVRS ETF
-$32.1K
21,800
-1%
