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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 82
减持 45
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR FLOATNG RAT TREA
+$60.9M
5,696,462
+27%
增持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEP REC
+$34.9M
569,525
+3%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$7.9M
226,267
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。
+5%
增持
VTV
VANGUARD VALUE ETF
+$7.8M
183,053
+29%
增持
TFLO
ISHARES TREASURY FLOATING RA
+$6.8M
1,469,779
+11%
增持
EFA
ISHARES MSCI EAFE ETF
+$5.5M
672,848
+3%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$3.6M
291,497
+3%
增持
VEU
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
+$3.3M
511,394
+4%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$2.7M
99,017
+2%
减持
DAVA
ENDAVA PLC
+$2.3M
121,850
-2%
减持
SPYV
SPDR S&P 500 VALUE ETF
+$2.3M
742,839
-5%
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STK MKT ETF
+$2.2M
248,329
+6%
增持
AAPL
APPLE INC
+$1.9M
61,700
+6%
减持
SPSB
SPDR SHORT TERM CORPORATE BND ETF
-$1.9M
687,629
-10%
增持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
+$1.8M
93,721
+91%
增持
DGS
WSDMTREE EMRG MKTS SMALLCAP DVD ETF
+$1.8M
249,576
+8%
增持
DLS
WISDOMTREE INTL SMALLCP DIVIDEND ETF
+$1.5M
160,746
+5%
增持
DNL
WISDOMTREE GLB EX US QLYDIV GRW ETF
+$1.4M
279,688
+5%
增持
ACWI
ISHARES TR MSCI ACWI ETF
+$1.4M
83,760
+9%
增持
—
ACCENTURE PLC FCLASS A
+$1.4M
4,548
+533%
增持
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL
+$1.2M
97,300
+2%
增持
DOL
WISDOMTREE INTL LARGECP DIVIDEND ETF
+$1.2M
209,526
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX FDS
+$1.2M
226,433
+9%
增持
HD
HOME DEPOT INC
+$1.2M
16,796
+9%
增持
—
SYNOVUS FINL CO
+$1.1M
46,901
+105%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$1.1M
82,537
+13%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$1.1M
70,399
+7%
增持
SPDW
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
+$1.0M
257,481
+3%
增持
DES
WISDOMTREE US SMALLCAP DIVIDEND ETF
+$1.0M
222,680
+2%
增持
EWX
SPDR S&P EMERGING MRKT SML CP ETF
+$1.0M
86,212
+20%
增持
SLYG
SPDR SER TR S&P 600 SMCP GRW
+$981.3K
59,653
+9%
增持
EEM
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
+$956.4K
310,998
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$939.6K
37,798
+7%
增持
VV
VANGUARD LARGE-CAP INDEX FUND
+$861.2K
37,518
+0%
增持
ULST
SSGA ACTIVE ETF TR ULT SHT TRM BD
+$842.7K
381,229
+6%
增持
VBR
VANGUARD SMALL CAP VALUEETF
+$838.6K
18,208
+19%
减持
SPYD
SPDR S&P 500 HIGH DIVIDEND ETF
-$781.3K
215,340
-18%
增持
MSFT
MICROSOFT CORP
+$739.8K
10,540
+3%
减持
VCIT
VANGUARD INTERMEDIATE TERM CORP BOND ETF
-$724.0K
48,725
-21%
增持
MCK
MCKESSON CORP
+$635.1K
3,039
+71%
减持
VCSH
VGRD STC ETF DV
-$615.5K
45,202
-17%
减持
BSV
VANGUARD SHORT-TERM BONDETF
-$602.2K
7,961
-51%
建仓
LNG
CHENIERE ENERGY INC
+$593.2K
3,475
减持
IVV
ISHARES CORE S&P 500 ETF
+$577.7K
12,991
-1%
增持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$527.2K
103,441
+11%
增持
GWX
SPDR S&P INTERNATIONAL SMALL CAP ETF
+$520.1K
92,384
+12%
增持
CVX
CHEVRON CORP
+$507.5K
6,397
+141%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$498.2K
17,901
-23%
增持
VB
VANGUARD SMALL-CAP INDEX FUND
+$488.5K
15,551
+4%
增持
AMZN
AMAZON.COM INC
+$486.4K
13,877
+9%
增持
DON
WISDOMTREE US MIDCAP DIVIDEND ETF
+$459.7K
63,847
+6%
增持
TSLA
TESLA INC COM
+$459.6K
6,002
+46%
建仓
—
SOUTHSTATE CORP
+$429.8K
5,089
减持
ISTB
ISHARES CORE 1-5 YEAR USD BOND ETF
-$398.3K
20,083
-31%
建仓
DSI
ISHARES MSCI KLD 400 SOCIAL INDX ETF
+$396.1K
4,350
增持
VUG
VANGUARD INDEX FDS VANGUARD GROWTH ETF
+$383.4K
9,488
+1%
减持
EFV
ISHARES TR EAFE VALUE ETF
+$382.8K
128,282
-0%
增持
VXF
VANGUARD EXTENDED MARKETS INDEX FUND
+$379.7K
16,684
+1%
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$332.0K
3,421
增持
AIVI
WISDOMTREE TR INTERNTNL AI ENH
+$330.2K
68,298
+5%
增持
AMT
AMERN TOWER CORP
+$325.6K
6,124
+1%
增持
GPN
GLOBAL PAYMENTS INC
+$317.2K
11,787
+15%
增持
SCZ
ISHARES TR EAFE SML CP ETF
+$288.6K
41,766
+3%
建仓
BA
BOEING CO
+$283.9K
1,089
增持
ACWX
ISHARES MSCI ACWI EX US ETF
+$282.8K
35,755
+9%
建仓
VCEB
VANGUARD ESG US BOND ETF
+$281.1K
4,435
建仓
SBUX
STARBUCKS CORP
+$279.6K
2,912
增持
IAGG
ISHARES INTL AGGREGATE BOND
+$275.5K
153,308
+2%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
+$271.6K
1,987
+60%
建仓
GOVT
ISHARES US TREASURY BONDETF
+$262.7K
11,400
建仓
CQP
CHENIERE ENERGY PARTN LP
+$248.9K
5,000
建仓
XLY
SPDR FUND CONSUMER DISCRE SELECT ETF
+$248.0K
1,387
建仓
DIS
WALT DISNEY CO
+$244.3K
2,706
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$244.0K
28,373
+5%
建仓
MA
MASTERCARD INC CLASS A
+$238.8K
560
增持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
+$233.4K
5,304
+10%
清仓
VGIT
VANGUARD INTRMDIAT TRM TRSRY ETF
-$231.4K
0
-100%
增持
COST
COSTCO WHOLESALE CO
+$220.2K
906
+35%
建仓
PANW
PALO ALTO NETWORKS
+$214.1K
726
建仓
AVGO
BROADCOM INC
+$211.0K
189
增持
PEP
PEPSICO INC
+$210.6K
3,900
+46%
建仓
CWI
SPDR MSCI ACWI EX-US ETF
+$210.2K
7,773
建仓
IYR
ISHARES US REAL ESTATE ETF
+$210.1K
2,298
清仓
QQQM
INVESCO NASDAQ 100 ETF
-$208.3K
0
-100%
建仓
BX
BLACKSTONE INC
+$202.9K
1,550
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$202.1K
1,223
清仓
XLE
ENERGY SELECT SECTOR SPDR ETF
-$202.0K
0
-100%
建仓
WRB
W R BERKLEY CORP
+$201.3K
2,846
增持
SO
SOUTHERN CO
+$196.8K
10,258
+27%
减持
RWO
SPDR DOW JONES GLOBAL REAL ESTATE ETF
-$196.6K
47,143
-20%
增持
LLY
LILLY ELI & CO
+$191.4K
896
+45%
增持
PG
PROCTER AND GAMBLE CO COM
+$185.0K
4,881
+34%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$171.6K
6,881
+4%
减持
PHYS
SPROTT PHYSICAL GOLD ETV
+$164.2K
103,770
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
+$159.3K
6,437
+6%
减持
IWV
ISHARES RUSSELL 3000 INDEX FUND
+$129.8K
4,531
-0%
增持
KO
THE COCA-COLA CO
+$123.0K
34,456
+1%
增持
UNH
UNITEDHEALTH GRP INC
+$119.7K
621
+51%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$117.1K
15,454
+8%
增持
—
EXXON MOBIL CORP
+$116.4K
21,546
+24%
减持
—
WESTROCK CO
+$114.6K
42,099
-8%
增持
MCD
MCDONALDS CORP
+$114.4K
1,340
+25%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$114.4K
37,125
-5%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$104.5K
9,496
+8%
增持
—
ROYAL CARIBBEAN GROUP F
+$100.7K
2,573
+2%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$100.3K
28,985
-5%
减持
ITOT
ISHARES CORE S&P TOTAL US STOCK MARKET ETF
+$96.1K
12,875
-4%
增持
IBM
IBM CORP
+$92.6K
3,019
+6%
减持
NVDA
NVIDIA CORPORATION COM
+$91.8K
1,575
-0%
减持
VOO
VANGUARD S&P 500 ETF
+$90.9K
3,263
-4%
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$90.7K
1,875
-1%
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$90.6K
24,921
-3%
减持
BAC
BANK OF AMERICA CORP
+$89.6K
17,951
-5%
增持
MRK
MERCK & CO INC
+$89.5K
4,079
+18%
增持
ABBV
ABBVIE INC
+$88.8K
2,661
+23%
减持
SPIB
SPDR INTRMDT TRM CRPRATEBND ETF
-$84.3K
43,725
-10%
减持
REET
ISHARES TRUST GLOBAL REIT ETF
+$83.7K
370,702
-12%
减持
SPIP
SPDR PORTFOLIO TIPS ETF
-$83.3K
49,859
-9%
增持
MAR
MARRIOTT INTERNATIONAL INC COM
+$82.1K
2,749
+0%
减持
VNQ
VANGUARD REAL ESTATE ETF
+$81.2K
7,100
-2%
增持
META
META PLATFORMS INC
+$80.5K
1,453
+1%
减持
IJR
ISHARES CORE S&P SMALL-CAP ETF
+$80.0K
6,026
-1%
减持
IEMG
ISHARES INC CORE MSCI EMERGING MKTS ETF
-$78.4K
11,395
-17%
减持
IWR
ISHARES RUSSELL MID CAP ETF
+$78.0K
9,539
-0%
减持
NUE
NUCOR CORP
-$76.7K
4,502
-18%
增持
RTX
RTX CORP
+$74.7K
4,657
+6%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$74.6K
5,558
-16%
增持
GOOG
ALPHABET INC CLASS C
+$72.5K
6,356
+2%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$67.8K
4,942
+4%
增持
GPC
GENUINE PARTS CO
+$58.9K
2,261
+28%
减持
VO
VANGUARD MID CAP ETF
+$58.8K
2,495
-0%
减持
PFE
PFIZER INC
-$57.7K
7,926
-8%
减持
CRM
SALESFORCE INC
+$57.2K
1,327
-8%
增持
VBK
VANGUARD SMALL CAP GROWTH ETF
+$55.6K
1,463
+5%
减持
TFC
TRUIST FINL CORP
+$53.3K
8,523
-7%
增持
V
VISA INC
+$52.3K
1,714
+0%
减持
WDAY
WORKDAY INC COM
+$51.1K
1,600
-12%
增持
PK
PARK HOTELS & RESORTS INREIT
+$49.1K
15,758
+1%
减持
HHDS
HIGHLANDS REIT INC
+$47.2K
25,021
-23%
清仓
VFF
VILLAGE FARMS INTL F
-$46.1K
0
-100%
增持
RF
REGIONS FINL CO
+$43.1K
18,096
+1%
增持
BLPRCRI
BLACKSTONE PRIVATE CREDIT FUND CLASS I
+$39.5K
10,327
+17%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVRG ETF
+$35.9K
1,257
-4%
增持
AMGN
AMGEN INC.
+$32.8K
1,249
+3%
减持
NSC
NORFOLK SOUTHERN CO
+$30.7K
1,342
-8%
减持
NKE
NIKE INC
-$30.6K
5,319
-16%
减持
GOOGL
ALPHABET INC CL A
-$29.4K
4,299
-11%
减持
SCHM
CHARLES SCHWAB US MC ETF
+$29.1K
4,036
-1%
减持
JNJ
JOHNSON & JOHNSON
-$29.1K
6,962
-3%
减持
EPD
ENTERPRISE PRODS PART LP
-$28.2K
19,318
-2%
