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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 28
增持 76
减持 39
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$19.9M
6,087,286
+7%
增持
VTV
VANGUARD VALUE ETF
+$12.0M
242,015
+32%
减持
SPY
SPDR S&P 500 ETF TR
+$11.3M
539,038
-5%
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。
增持
VTI
VANGUARD TOTAL STOCK
+$7.0M
233,509
+3%
增持
TFLO
ISHARES TREASURY
+$5.6M
1,573,643
+7%
增持
VT
VANGUARD TOTAL WORLD
+$5.5M
321,265
+10%
减持
DAVA
ENDAVA PLC F
-$5.1M
115,600
-5%
增持
MSTR
MICROSTRATEGY INC
+$3.5M
3,006
+20%
增持
DFUV
DIMENSIONAL US
+$3.4M
168,202
+79%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.4M
546,658
+7%
减持
EFA
ISHARES TR
+$2.1M
661,447
-2%
增持
DLS
WISDOMTREE TR
+$1.9M
186,813
+16%
增持
ULST
SSGA ACTIVE ETF TR
+$1.8M
423,757
+11%
减持
SPSB
SPDR SHORT TERM
-$1.7M
629,202
-8%
增持
MSFT
MICROSOFT CORP
+$1.5M
12,922
+23%
增持
DOL
WISDOMTREE TR
+$1.3M
225,024
+7%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
2,299
+46%
减持
SPYV
SPDR SER TR
-$1.3M
665,534
-10%
增持
AMZN
AMAZON.COM INC
+$1.2M
18,473
+33%
增持
STIP
ISHARES TR
+$1.2M
93,410
+13%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
249,447
+10%
增持
HD
HOME DEPOT INC
+$1.1M
17,964
+7%
减持
VCSH
VGRD STC ETF DV
-$1.1M
31,547
-30%
增持
AAPL
APPLE INC
-$995.9K
63,466
+3%
减持
SPYD
SPDR SER TR
-$992.4K
182,922
-15%
减持
—
SYNOVUS FINL CO
-$869.2K
22,383
-52%
增持
ACWI
ISHARES TR
+$865.2K
85,258
+2%
增持
SLYG
SPDR SER TR
+$852.3K
66,962
+12%
增持
ITOT
ISHARES TR
+$771.3K
18,441
+43%
增持
IVV
ISHARES TR
+$765.1K
13,258
+2%
减持
SPTM
SPDR SER TR
+$749.3K
237,945
-4%
增持
META
META PLATFORMS INC
+$714.3K
2,530
+74%
减持
VV
VANGUARD LARGE CAP ETF
+$690.9K
37,018
-1%
增持
GOVT
ISHARES US TREASURY BOND
+$664.8K
40,733
+257%
增持
EFV
ISHARES TR
+$621.0K
134,273
+5%
增持
SPYM
SPDR PORTFOLIO S&P 500
+$619.8K
43,802
+18%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$614.2K
6,920
+8%
建仓
QQEW
FT N100 EW ETF DV
+$608.7K
4,913
增持
VB
VANGUARD SMALL CAP ETF
+$575.2K
17,029
+10%
减持
ISTB
ISHARES CORE 1-5 YEAR
-$543.7K
8,673
-57%
增持
AVGO
BROADCOM INC
+$532.6K
561
+197%
增持
DGS
WSDMTREE EMRG MKTS
+$520.6K
255,198
+2%
减持
VYM
VANGUARD WHITEHALL FDS
+$519.8K
69,249
-2%
减持
IWM
ISHARES TR
+$492.4K
96,843
-2%
建仓
FTEC
FIDELITY MSCI INFOR TECH
+$491.9K
3,156
减持
IWN
ISHARES RUSSELL 2000
-$487.4K
3,661
-47%
增持
GOOGL
ALPHABET INC.
+$477.9K
7,144
+66%
建仓
IUSV
ISHARES TR
+$472.1K
5,220
增持
—
EXXON MOBIL CORP
+$468.6K
22,564
+5%
增持
IEFA
ISHARES TR
+$455.3K
15,135
+59%
增持
CRM
SALESFORCE INC
+$408.3K
2,515
+90%
增持
JPM
JPMORGAN CHASE & CO
+$404.8K
4,066
+69%
增持
TSLA
TESLA INC
-$400.0K
6,209
+3%
增持
SPYG
SPDR SER TR
+$398.7K
30,686
+8%
增持
ORCL
ORACLE CORP
+$396.5K
8,503
+34%
建仓
ADBE
ADOBE INC
+$383.5K
760
减持
EEM
ISHARES TR
-$377.0K
295,235
-5%
减持
RWO
SPDR INDEX SHS FDS
-$365.0K
39,599
-16%
增持
VBR
VANGUARD SMALL CAP VALUE
+$359.6K
18,952
+4%
清仓
HEFA
ISHARES CURRENCY HEDGED MSCI EAFE ET
-$356.1K
0
-100%
建仓
AVGE
AVANTIS ALL EQUITY
+$353.1K
5,057
增持
VUG
VANGUARD INDEX FDS
+$334.4K
9,541
+1%
清仓
—
ROYAL CARIBBEAN GROUP F
-$333.2K
0
-100%
清仓
SHM
SPDR NUVEN BLM SHT TM MPL BND ETF
-$327.6K
0
-100%
增持
V
VISA INC
+$320.7K
2,748
+60%
建仓
MDY
SPDR S&P MIDCAP 400 ETF
+$320.5K
576
增持
DSI
ISHARES TR
+$320.2K
7,105
+63%
减持
SPIB
SPDR INTRMDT TRM CRPRATE
-$317.7K
34,192
-22%
增持
COST
COSTCO WHOLESALE CO
+$307.0K
1,235
+36%
建仓
EUDG
WISDOMTREE EURP QLY DIV
+$304.3K
9,314
建仓
IJH
ISHARES CORE S&P MID-CAP
+$301.3K
4,960
减持
DNL
WISDOMTREE TR
+$294.4K
273,593
-2%
减持
—
WESTROCK CO
-$294.2K
29,399
-30%
减持
BSV
VANGUARD SHORT-TERM BOND
-$287.4K
4,249
-47%
清仓
BA
BOEING CO
-$283.9K
0
-100%
清仓
VCEB
VANGUARD ESG US BOND ETF
-$281.1K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICE IN
+$274.3K
1,520
清仓
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$274.3K
0
-100%
建仓
MSI
MOTOROLA SOLUTIONS
+$262.0K
738
建仓
—
EATON CORP PLC F
+$261.0K
834
建仓
THC
TENET HEALTHCARE
+$259.6K
2,470
增持
EWX
SPDR S&P EMERGING MRKT
+$259.2K
91,876
+7%
建仓
VGIT
VANGUARD INTRMDIAT TRM
+$257.6K
4,399
建仓
LOW
LOWES COMPANIES INC
+$256.3K
1,006
建仓
COP
CONOCOPHILLIPS
+$253.2K
1,989
建仓
RSP
INVSC S P 500 EQUAL
+$252.8K
1,492
建仓
ABT
ABBOTT LABORATORIES
+$238.5K
2,098
增持
CVX
CHEVRON CORP
+$237.9K
7,557
+18%
建仓
CAT
CATERPILLAR INC
+$235.0K
641
建仓
—
BLACKROCK INC
+$233.4K
280
建仓
HIMS
HIMS & HERS HEALTH INC
+$232.4K
15,025
建仓
NFLX
NETFLIX INC
+$230.9K
380
清仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$230.3K
0
-100%
增持
WMT
WALMART INC
+$228.8K
14,772
+253%
减持
REET
ISHARES TR
-$224.4K
369,055
-0%
建仓
AXP
AMERICAN EXPRESS CO
+$223.6K
982
建仓
PWR
QUANTA SERVICES INC
+$220.9K
850
建仓
FIDU
FIDELITY MSCI
+$217.4K
3,206
建仓
IYW
ISHARES TR
+$216.1K
1,600
增持
LLY
ELI LILLY AND CO
+$212.9K
945
+5%
建仓
COR
CENCORA INC
+$211.9K
872
增持
NVO
NOVO-NORDISK AS VORMAL F
+$211.8K
3,504
+52%
增持
IWB
ISHARES TR
+$203.4K
2,466
+28%
增持
MA
MASTERCARD INC
+$193.2K
897
+60%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$193.0K
46,793
-4%
增持
PANW
PALO ALTO NETWORKS
+$178.9K
1,383
+90%
增持
EFG
ISHARES TR
+$175.5K
11,747
+9%
增持
VOO
VANGUARD S&P 500 ETF
+$175.2K
3,329
+2%
增持
SLYV
SPDR SER TR
+$174.0K
99,796
+3%
减持
VXF
VANGUARD INDEX FDS
+$172.4K
16,635
-0%
增持
IAGG
ISHARES TR
+$172.2K
156,295
+2%
建仓
—
ROLLS-ROYCE HLDGS ORDF
+$155.6K
28,900
增持
MUB
ISHARES NATIONAL MUNI
+$143.9K
6,937
+25%
减持
DON
WISDOMTREE US MIDCAP
+$141.2K
62,711
-2%
减持
NKE
NIKE INC
-$136.5K
4,692
-12%
减持
SPDW
SPDR PORTFOLIO DVLPD
-$134.1K
240,591
-7%
增持
MRK
MERCK & CO. INC.
+$129.6K
4,352
+7%
增持
GWX
SPDR S&P INTERNATIONAL
+$127.6K
94,264
+2%
增持
IWF
ISHARES TR
+$120.9K
2,146
+8%
增持
GOOG
ALPHABET INC.
+$115.6K
6,642
+4%
增持
KO
THE COCA-COLA CO
+$113.7K
35,047
+2%
减持
VNQ
VANGUARD REAL ESTATE
-$113.0K
5,948
-16%
增持
IWD
ISHARES TR
+$112.8K
1,758
+44%
减持
SUB
ISHARES TR
-$111.6K
16,955
-5%
减持
AIVI
WISDOMTREE TR
-$109.1K
64,708
-5%
减持
USMF
WISDOMTREE US
-$109.1K
19,331
-19%
增持
SPIP
SPDR SER TR
+$106.8K
53,930
+8%
增持
PG
PROCTER AND GAMBLE CO
+$101.1K
5,031
+3%
减持
VEA
VANGUARD FTSE DEVELOPED
-$98.3K
12,796
-17%
增持
IWR
ISHARES TR
+$98.0K
9,982
+5%
建仓
AONC
AMERICAN ONCOLOGY NETWORK IN
+$97.7K
17,791
增持
GPN
GLOBAL PAYMENTS INC
+$97.2K
11,927
+1%
增持
RTX
RTX CORP
+$86.6K
4,905
+5%
增持
ABBV
ABBVIE INC
+$81.3K
2,711
+2%
增持
BAC
BANK OF AMERICA CORP
+$81.1K
18,079
+1%
增持
BX
BLACKSTONE INC
+$78.9K
2,145
+38%
减持
DUK
DUKE ENERGY CORP NEW
-$77.5K
2,631
-23%
减持
MCK
MCKESSON CORP
+$77.4K
2,765
-9%
增持
SPGM
SPDR INDEX SHS FDS
+$76.6K
6,624
+15%
增持
PEP
PEPSICO INC
+$72.7K
4,200
+8%
减持
MAR
MARRIOTT INTL INC NEW
+$71.7K
2,741
-0%
增持
SO
SOUTHERN CO
+$66.3K
10,950
+7%
增持
EPD
ENTERPRISE PRODS PART LP
+$65.1K
19,675
+2%
减持
SPEM
SPDR INDEX SHS FDS
+$64.8K
103,001
-0%
减持
QQQ
INVSC QQQ TRUST SRS 1
+$64.3K
1,874
-0%
减持
CINF
CINCINNATI FINL
+$63.9K
3,600
-3%
减持
ACWX
ISHARES MSCI ACWI EX US
+$62.7K
35,355
-1%
增持
PK
PARK HOTELS & RESORTS IN
+$61.8K
17,320
+10%
减持
GPC
GENUINE PARTS CO
-$59.7K
1,636
-28%
增持
VO
VANGUARD MID CAP ETF
+$58.7K
2,558
+3%
