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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 4
增持 25
减持 94
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE TR FLOATNG RAT TREA
-$45.6M
5,178,972
-15%
减持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT
-$17.4M
486,191
-10%
减持
TFLO
ISHARES TREASURY FLOATNG
-$17.0M
1,238,022
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。
-21%
减持
VT
VANGUARD TOTAL WORLD
-$5.7M
264,947
-18%
减持
EFA
ISHARES MSCI EAFE ETF
-$5.2M
607,596
-8%
清仓
MSTR
MICROSTRATEGY INC
-$5.1M
0
-100%
减持
SPYV
SPDR S&P 500 VALUE ETF
-$4.8M
586,186
-12%
减持
VTI
VANGUARD TOTAL STOCK
-$4.2M
210,991
-10%
减持
SPSB
SPDR SHORT TERM
-$4.0M
496,355
-21%
减持
VEU
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
-$3.2M
492,613
-10%
增持
VTV
VANGUARD VALUE ETF
+$2.6M
262,180
+8%
减持
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
-$2.3M
196,053
-18%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$2.1M
89,808
-7%
减持
DNL
WISDOMTREE TR GLOBAL EX US QUALITY DIVID GROWTH FD
-$1.7M
228,858
-16%
减持
SPDW
SPDR PORTFOLIO DVLPD
-$1.7M
197,664
-18%
减持
ACWI
ISHARES TR MSCI ACWI ETF
-$1.6M
69,348
-19%
减持
SPYD
SPDR S&P 500 HIGH
-$1.6M
145,747
-20%
清仓
—
ACCENTURE PLC F
-$1.6M
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
-$1.5M
58,381
-16%
减持
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL
-$1.4M
87,620
-12%
减持
ULST
SSGA ACTIVE ETF TR ULT SHT TRM BD
-$1.3M
391,946
-8%
减持
VBR
VANGUARD SMALL CAP VALUE
-$1.2M
13,223
-30%
减持
DAVA
ENDAVA PLC F
-$1.2M
110,550
-4%
减持
DGS
WSDMTREE EMRG MKTS
-$1.1M
230,302
-10%
清仓
NUE
NUCOR CORP
-$890.9K
0
-100%
减持
DES
WISDOMTREE US SMALLCAP
-$876.6K
201,168
-8%
减持
HD
HOME DEPOT INC
-$871.0K
17,488
-3%
减持
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
-$817.0K
30,679
-13%
减持
REET
ISHARES TRUST GLOBAL REIT ETF
-$792.2K
341,809
-7%
增持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
+$766.7K
255,624
+2%
减持
TSLA
TESLA INC
-$729.8K
1,828
-71%
减持
CVX
CHEVRON CORP
-$725.9K
2,980
-61%
减持
AAPL
APPLE INC
+$704.9K
55,019
-13%
减持
DON
WISDOMTREE US MIDCAP
-$697.8K
50,473
-20%
减持
AIVI
WISDOMTREE TR INTERNTNL AI ENH
-$692.3K
49,864
-23%
减持
IAGG
ISHARES INTL AGGREGATE BOND
-$629.9K
143,770
-8%
增持
AVGE
AVANTIS ALL EQUITY
+$614.6K
13,959
+176%
清仓
EPD
ENTERPRISE PRODS PART LP
-$574.1K
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$563.7K
0
-100%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$527.4K
88,052
-6%
减持
—
EXXON MOBIL CORP COM
-$495.8K
18,476
-18%
增持
NVDA
NVIDIA CORPORATION COM
+$493.6K
20,816
+805%
减持
GPN
GLOBAL PAYMENTS INC
-$473.7K
11,587
-3%
减持
SCZ
ISHARES TR EAFE SML CP ETF
-$473.6K
33,398
-16%
减持
SPIP
SPDR PORTFOLIO TIPS ETF
-$450.7K
36,625
-32%
减持
DSI
ISHARES TR MSCI KLD400 SOC
-$430.1K
2,755
-61%
减持
VCSH
VANGUARD SHORT TERM COR
-$417.5K
26,158
-17%
增持
IVV
ISHARES CORE S&P 500 ETF
+$402.9K
13,473
+2%
减持
VCIT
VANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF
-$393.1K
42,215
-10%
增持
GOOG
ALPHABET INC.
+$365.1K
7,504
+13%
增持
DLS
WISDOMTREE INTL SMALLCP
+$357.8K
197,665
+6%
减持
VXF
VANGUARD EXTENDED MARKETS INDEX FUND
-$343.9K
15,236
-8%
减持
GOVT
ISHARES US TREASURY BOND
-$333.4K
26,321
-35%
增持
DFUV
DIMENSIONAL US
+$332.9K
183,661
+9%
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
-$332.5K
18,327
-23%
清仓
MDY
SPDR S&P MIDCAP 400 ETF
-$320.5K
0
-100%
减持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$315.6K
13,966
-18%
增持
DOL
WISDOMTREE INTL LARGECP
+$314.4K
235,625
+5%
增持
VUG
VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS
+$305.7K
9,598
+1%
清仓
PK
PARK HOTELS & RESORTS IN
-$302.9K
0
-100%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$302.0K
21,648
-22%
清仓
IJH
ISHARES CORE S&P MID-CAP
-$301.3K
0
-100%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$297.0K
46,752
+7%
清仓
DIS
WALT DISNEY CO
-$294.8K
0
-100%
清仓
RY
ROYAL BANK OF CANADA F
-$294.7K
0
-100%
清仓
BX
BLACKSTONE INC
-$281.8K
0
-100%
清仓
AI
C3 AI INC
-$278.8K
0
-100%
减持
RWO
SPDR DOW JONES GLOBAL REAL ESTATE ETF
-$277.3K
34,154
-14%
清仓
AMD
ADVANCED MICRO DEVICE IN
-$274.3K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$262.9K
0
-100%
减持
IEMG
ISHARES INC CORE MSCI EMERGING MKTS ETF
-$261.6K
6,131
-46%
清仓
VGIT
VANGUARD INTRMDIAT TRM
-$257.6K
0
-100%
清仓
LOW
LOWES COMPANIES INC
-$256.3K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$253.2K
0
-100%
建仓
DFUS
DIMENSIONAL U S EQUITY
+$250.1K
4,249
减持
EEM
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
-$248.3K
278,938
-6%
减持
ITOT
ISHARES TOTAL US STOCK
-$248.2K
15,810
-14%
清仓
CQP
CHENIERE ENERGY PARTN LP
-$246.9K
0
-100%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$245.1K
92,447
-10%
减持
ACWX
ISHARES MSCI ACWI EX US
-$242.4K
30,965
-12%
清仓
MDYV
SPDR S&P 400 MID CAP
-$241.8K
0
-100%
增持
ADBE
ADOBE INC COM
+$236.5K
1,116
+47%
减持
—
WESTROCK CO
-$236.3K
24,224
-18%
清仓
CAT
CATERPILLAR INC
-$235.0K
0
-100%
减持
SPIB
SPDR INTRMDT TRM CRPRATE
-$234.7K
27,121
-21%
清仓
—
BLACKROCK INC
-$233.4K
0
-100%
清仓
NFLX
NETFLIX INC
-$230.9K
0
-100%
建仓
XYL
XYLEM INC.
+$227.2K
1,675
减持
VTIP
VANGUARD SHORT INFLATION
-$222.6K
8,314
-36%
建仓
AVLV
AVANTIS U S LARGE CAP
+$218.7K
3,480
建仓
TXN
TEXAS INSTRUMENTS
+$218.1K
1,121
清仓
COR
CENCORA INC
-$211.9K
0
-100%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$211.8K
6,782
+37%
减持
IEFA
ISHARES TRUST CORE MSCI EAFE ETF
-$205.1K
12,641
-16%
增持
SLYG
SPDR SER TR S&P 600 SMCP GRW
+$202.2K
70,385
+5%
清仓
IYR
ISHARES US REAL ESTATE
-$201.8K
0
-100%
增持
AVGO
BROADCOM INC COM
+$189.3K
581
+4%
减持
GOOGL
ALPHABET INC.
+$187.2K
6,948
-3%
减持
VV
VANGUARD LARGE-CAP INDEX FUND
+$180.8K
36,280
-2%
减持
SPYG
SPDR S&P 500 GROWTH ETF
+$167.6K
30,105
-2%
减持
GWX
SPDR S&P INTERNATIONAL SMALL CAP ETF
-$160.8K
91,396
-3%
减持
VEA
VANGUARD FTSE DEVELOPED
-$157.4K
9,805
-23%
清仓
—
ROLLS-ROYCE HLDGS ORDF
-$155.6K
0
-100%
减持
MSFT
MICROSOFT CORP
+$153.0K
12,506
-3%
减持
PEP
PEPSICO INC
-$152.0K
3,534
-16%
减持
IWR
ISHARES TR RUS MID CAP ETF
-$150.4K
8,497
-15%
减持
JPM
J P MORGAN CHASE & CO
-$147.4K
3,297
-19%
减持
SO
SOUTHERN CO
-$146.6K
8,236
-25%
减持
VO
VANGUARD MID CAP ETF
-$143.3K
2,048
-20%
减持
EFG
ISHARES TR EAFE GRWTH ETF
-$140.0K
10,550
-10%
减持
COST
COSTCO WHOLESALE CO
-$139.2K
901
-27%
增持
EFV
ISHARES TR EAFE VALUE ETF
-$130.1K
135,264
+1%
减持
MUB
ISHARES NATIONAL MUNI
-$129.6K
5,789
-17%
减持
EWX
SPDR S&P EMERGING MRKT
-$126.3K
86,332
-6%
减持
USMF
WISDOMTREE US
-$124.7K
17,060
-12%
减持
NKE
NIKE INC
-$109.9K
4,392
-6%
减持
UNH
UNITEDHEALTH GRP INC
-$109.4K
404
-37%
减持
MCD
MCDONALDS CORP
-$107.4K
1,051
-21%
减持
WMT
WALMART INC
+$106.4K
14,698
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
-$101.0K
6,905
-0%
减持
ABBV
ABBVIE INC
-$99.4K
2,299
-15%
清仓
AONC
AMERICAN ONCOLOGY NETWORK IN
-$97.7K
0
-100%
减持
V
VISA INC
-$96.7K
2,554
-7%
减持
IBM
IBM CORP
-$96.0K
2,364
-11%
减持
MA
MASTERCARD INC
-$95.8K
762
-15%
减持
ORCL
ORACLE CORP
+$92.3K
8,218
-3%
增持
CRM
SALESFORCE INC COM
-$90.8K
2,593
+3%
减持
IUSV
ISHARES CORE S&P US VALUE ETF
-$85.2K
4,390
-16%
增持
PHYS
SPROTT PHYSICAL GOLD ETV
+$80.7K
103,870
+0%
增持
QQQ
INVSC QQQ TRUST SRS 1
+$77.3K
1,898
+1%
增持
JNJ
JOHNSON & JOHNSON
-$71.8K
6,759
+1%
增持
HIMS
HIMS & HERS HEALTH INC
+$71.1K
15,035
+0%
增持
VB
VANGUARD SMALL-CAP INDEX FUND
+$70.6K
18,177
+7%
减持
MRK
MERCK & CO. INC.
-$69.9K
4,074
-6%
减持
PANW
PALO ALTO NETWORKS
+$66.4K
1,355
-2%
减持
ISTB
ISHARES CORE 1-5 YEAR
-$66.3K
7,287
-16%
减持
RF
REGIONS FINL CO
-$64.5K
12,005
-17%
减持
IWN
ISHARES RUSSELL 2000
-$63.4K
3,401
-7%
减持
VNQ
VANGUARD REAL ESTATE
-$61.2K
5,411
-9%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$61.1K
1,454
-17%
增持
BAC
BANK OF AMERICA CORP
+$61.1K
18,773
+4%
增持
T
A T & T INC
+$57.7K
18,984
+10%
减持
LLY
ELI LILLY AND CO
-$55.2K
751
-21%
增持
NVO
NOVO-NORDISK AS VORMAL F
+$54.0K
3,530
+1%
减持
KO
THE COCA-COLA CO
+$52.6K
34,513
-2%
减持
AMT
AMERN TOWER CORP
-$52.2K
5,956
-3%
减持
CSCO
CISCO SYSTEMS INC
-$50.3K
9,155
-6%
清仓
—
MULTISTRADA ARAH ORDF
-$41.6K
0
-100%
减持
—
SOUTHSTATE CORP
-$41.2K
4,456
-1%
减持
XLK
TECHNOLOGY SELECT SECTOR
-$40.2K
4,521
-11%
