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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 48
增持 96
减持 5
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR FLOATNG RAT TREA
+$40.9M
6,007,317
+16%
增持
SPY
SPDR S&P500 ETF TRUST
+$36.7M
525,121
+8%
增持
VTV
VANGUARD VALUE ETF
+$17.7M
342,466
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。
+31%
增持
VTI
VANGUARD TOTAL STOCK
+$13.7M
247,804
+17%
增持
TFLO
ISHARES TREASURY FLOATNG
+$12.1M
1,479,294
+19%
增持
EFA
ISHARES MSCI EAFE ETF
+$7.6M
659,487
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX FDS
+$7.5M
577,236
+17%
增持
VT
VANGUARD TOTAL WORLD
+$6.4M
302,849
+14%
增持
DLS
WISDOMTREE INTL SMALLCP
+$4.2M
242,518
+23%
增持
SPYV
SPDR S&P 500 VALUE ETF
+$3.8M
611,737
+4%
增持
ULST
SSGA ACTIVE ETF TR ULT
+$3.3M
468,672
+20%
建仓
—
SMURFIT WESTROCK PLC F
+$3.1M
63,079
增持
DOL
WISDOMTREE INTL LARGECP
+$3.1M
278,248
+18%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$3.0M
96,183
+7%
增持
AAPL
APPLE INC
+$3.0M
62,622
+14%
增持
VWO
VANGUARD INTL INDEX FDS FTSE
+$2.7M
290,920
+14%
增持
—
SOUTHSTATE CORP
+$2.7M
31,422
+605%
增持
SPTM
SPDR PORTFOLIO S&P 1500
+$2.7M
224,296
+14%
增持
EEM
ISHARES TRUST MSCI EMG MKTS ETF
+$2.1M
304,668
+9%
增持
REET
ISHS TRUST-GLO.R ETF
+$2.0M
372,152
+9%
增持
SLYV
SPDR SERIES TRUST
+$2.0M
101,832
+16%
增持
EFV
ISHARES TR EAFE VALUE ETF
+$1.9M
157,919
+17%
增持
DGS
WSDMTREE EMRG MKTS
+$1.9M
256,093
+11%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$1.8M
103,874
+18%
增持
HD
HOME DEPOT INC
+$1.7M
19,135
+9%
增持
SPSB
SPDR SHORT TERM
+$1.7M
543,299
+9%
增持
EWX
SPDR S&P EMERGING MRKT
+$1.7M
107,536
+25%
建仓
—
ACCENTURE PLC IRELAND F
+$1.6M
4,607
增持
DFUV
DIMENSIONAL US
+$1.6M
211,899
+15%
增持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
+$1.4M
65,092
+11%
增持
SLYG
SPDR SER TR
+$1.3M
78,929
+12%
增持
DES
WISDOMTREE US SMALLCAP
+$1.3M
218,954
+9%
增持
SPDW
SPDR PORTFOLIO DVLPD
+$1.3M
218,340
+10%
清仓
—
WESTROCK CO
-$1.2M
0
-100%
增持
VBR
VANGUARD SMALL CAP VALUE
+$1.1M
17,457
+32%
建仓
DFLV
DIMENSIONL US LARGE CAP
+$1.1M
35,204
增持
IAGG
ISHARES INTL AGGREGATE BOND
+$1.1M
159,230
+11%
建仓
DCOR
DIMENSIONAL US CORE
+$1.1M
16,877
增持
TSLA
TESLA INC COM
+$1.1M
5,449
+198%
增持
GOVT
ISHARES US TREASURY BOND
+$1.0M
69,732
+165%
增持
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$1.0M
33,331
+9%
增持
IVV
ISHARES CORE S&P 500 ETF
+$981.4K
14,483
+7%
建仓
—
UNILEVER PLC F
+$900.8K
13,867
增持
VB
VANGUARD SMALL-CAP INDEX FUND
+$864.9K
20,354
+12%
增持
AVGE
AVANTIS ALL EQUITY
+$855.3K
24,678
+77%
增持
PG
PROCTER AND GAMBLE CO COM
+$845.7K
9,595
+94%
增持
SPYD
SPDR S&P 500 HIGH
+$838.0K
146,798
+1%
增持
ACWI
ISHARES TR MSCI ACWI ETF
+$835.1K
72,184
+4%
增持
DNL
WISDOMTREE TR GLOBAL EX
+$718.3K
245,462
+7%
增持
MSFT
MICROSOFT CORP
+$709.0K
14,638
+17%
增持
KO
THE COCA-COLA CO
+$708.3K
40,426
+17%
建仓
DFIC
DIMENSIONAL INTERN CORE
+$685.5K
24,361
建仓
NUE
NUCOR CORP
+$681.3K
4,532
增持
SUB
ISHARES SHORT-TERM NATL MUNI BD
+$666.8K
20,030
+43%
增持
VV
VANGUARD LARGE-CAP INDEX FUND
+$656.8K
36,891
+2%
增持
—
EXXON MOBIL CORP COM
+$641.8K
23,621
+28%
建仓
LNG
CHENIERE ENERGY INC
+$628.5K
3,495
建仓
EPD
ENTERPRISE PRODS PART LP
+$613.9K
21,088
增持
SPEM
SPDR PORTFOLIO EMERGING
+$597.9K
98,847
+7%
增持
CVX
CHEVRON CORP NEW
+$592.5K
7,188
+141%
增持
VCIT
VANGUARD SCOTTSDALE FUNDS
+$584.4K
47,266
+12%
增持
AIVI
WISDOMTREE TR INTERNTNL AI ENH
+$569.1K
57,796
+16%
增持
COST
COSTCO WHSL CORP NEW
+$563.3K
1,499
+66%
增持
BRK/B
BERKSHIRE HATHAWAY INC COM
+$563.0K
7,326
+6%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$548.1K
10,723
+85%
增持
GWX
SPDR S&P INTERNATIONAL
+$532.3K
100,593
+10%
增持
VXF
VANGUARD EXTENDED MARKETS
+$525.8K
17,020
+12%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$517.6K
51,988
+11%
增持
VOO
VANGUARD S&P 500 ETF
+$496.9K
4,021
+24%
增持
NVDA
NVIDIA CORPORATION COM
+$496.6K
25,453
+22%
增持
DSI
ISHARES TR MSCI KLD400 SOC
+$486.8K
7,105
+158%
增持
PM
PHILIP MORRIS INTL INC
+$480.1K
5,878
+155%
增持
DON
WISDOMTREE US MIDCAP
+$468.4K
55,330
+10%
建仓
CARR
CARRIER GLOBAL CORP
+$416.6K
5,175
增持
VUG
VANGUARD INDEX FDS
+$410.0K
10,418
+9%
建仓
COP
CONOCOPHILLIPS
+$407.3K
3,869
建仓
BKAG
BNY MELLON CORE BOND
+$385.2K
8,928
建仓
ZNGRIX
NUVEEN GLOBAL CITIES
+$383.0K
32,739
增持
IEMG
ISHARES CORE MSCI
+$367.9K
12,125
+98%
增持
IEFA
ISHARES TRUST CORE
+$367.0K
16,467
+30%
建仓
RY
ROYAL BANK OF CANADA F
+$364.3K
2,921
增持
SPMD
SPDR PORTFOLIO S&P 400
+$363.0K
23,832
+30%
增持
SCZ
ISHARES TR EAFE SML CP ETF
+$334.1K
35,343
+6%
建仓
LOW
LOWES COS INC
+$327.7K
1,210
增持
VNQ
VANGUARD REAL ESTATE ETF
+$322.5K
7,962
+47%
增持
RTX
RTX CORP
+$315.7K
6,576
+37%
建仓
DIS
DISNEY WALT CO
+$315.1K
3,275
增持
WMT
WALMART INC
+$312.5K
16,194
+10%
增持
ACWX
ISHARES MSCI ACWI EX US
+$309.2K
34,155
+10%
建仓
FTNT
FORTINET INC
+$295.5K
3,810
增持
NSC
NORFOLK SOUTHN CORP
+$293.9K
2,342
+75%
建仓
CAT
CATERPILLAR INC
+$286.6K
732
增持
SO
SOUTHERN CO
+$285.2K
10,248
+24%
增持
IBM
IBM CORP
+$282.3K
3,126
+32%
增持
THC
TENET HEALTHCARE CORP
+$261.3K
3,549
+44%
建仓
NFLX
NETFLIX INC
+$259.8K
366
建仓
DFIV
DIMENSIONAL
+$258.4K
6,786
建仓
AMD
ADVANCED MICRO DEVICE IN
+$256.2K
1,561
建仓
AFL
AFLAC INC
+$256.2K
2,291
建仓
DISV
DIMENSIONAL INTERN SMALL
+$255.2K
8,780
建仓
PK
PARK HOTELS & RESORTS IN
+$251.5K
17,838
增持
—
CARLYLE TACTICAL PRIVATE
+$251.4K
44,522
+194%
建仓
AI
C3 AI INC
+$249.6K
10,300
建仓
VGIT
VANGUARD INTRMDIAT TRM
+$248.8K
4,118
建仓
CQP
CHENIERE ENERGY PARTN LP
+$243.6K
5,000
建仓
BX
BLACKSTONE INC
+$237.4K
1,550
增持
ARCC
ARES CAP CORP
+$237.3K
25,932
+77%
建仓
LMT
LOCKHEED MARTIN CORP
+$236.7K
405
减持
ORCL
ORACLE CORP
+$235.5K
8,192
-0%
建仓
HON
HONEYWELL INTL INC
+$234.8K
1,136
建仓
—
BLACKROCK INC
+$233.6K
246
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$232.5K
31,888
+6%
增持
AMT
AMERICAN TOWER CORP NEW
+$231.8K
5,975
+0%
建仓
MPC
MARATHON PETE CORP
+$230.7K
1,416
建仓
MLM
MARTIN MARIETTA MATLS IN
+$228.8K
425
建仓
GS
GOLDMAN SACHS GROUP INC
+$227.3K
459
增持
JNJ
JOHNSON & JOHNSON
+$224.5K
7,481
+11%
建仓
SNA
SNAP ON INC
+$223.1K
770
建仓
BDX
BECTON DICKINSON & CO
+$223.0K
925
建仓
VYMI
VANGUARD INTERNATNL HGH
+$219.7K
2,993
建仓
TJX
TJX COS INC NEW
+$215.0K
1,829
建仓
MOAT
VANECK ETF TRUST MRNGSTR
+$214.2K
2,209
建仓
XLI
SELECT SECTOR INDUSTRIAL
+$212.6K
1,570
建仓
SBUX
STARBUCKS CORP
+$210.9K
2,162
建仓
IYR
ISHARES US REAL ESTATE
+$210.3K
2,064
建仓
MDLZ
MONDELEZ INTL INC
+$209.7K
2,846
建仓
HWM
HOWMET AEROSPACE INC
+$207.9K
2,074
建仓
IJH
ISHARES CORE S&P MID CAP
+$204.0K
3,273
建仓
PSX
PHILLIPS 66
+$203.7K
1,549
增持
META
META PLATFORMS INC CLASS A
+$203.6K
2,473
+3%
建仓
VXUS
VANGUARD TOTAL INTL STOCK INDEX FUND
+$203.5K
3,142
建仓
—
ROLLS-ROYCE HOLDIN ORDF
+$202.5K
28,900
增持
SCHM
CHARLES SCHWAB US MC
+$195.9K
5,900
+56%
增持
LLY
ELI LILLY AND CO
+$195.4K
988
+32%
增持
VTIP
VANGUARD SHRT INF PROT
+$193.6K
12,111
+46%
增持
AMZN
AMAZON.COM INC
+$189.4K
18,991
+10%
增持
VO
VANGUARD MID CAP ETF
+$186.4K
2,586
+26%
减持
RWO
SPDR DOW JONES GLOBAL RE
+$180.9K
33,648
-1%
增持
VEA
VANGUARD FTSE DEVELOPED
+$177.8K
12,543
+28%
增持
ABBV
ABBVIE INC
+$177.2K
2,894
+26%
增持
—
EATON CORP PLC F
+$162.8K
1,280
+53%
减持
DVY
ISHARES SELECT DIVIDEND
-$161.9K
4,876
-28%
减持
GOOG
ALPHABET INC CAP STK CL C
-$155.0K
7,305
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$150.9K
610
+51%
增持
MA
MASTERCARD INC
+$150.2K
985
+29%
增持
ABT
ABBOTT LABS
+$140.0K
3,128
+50%
减持
ISTB
ISHARES CORE 1-5 YEAR
-$132.1K
4,378
-40%
增持
PFE
PFIZER INC
+$106.6K
10,673
+48%
增持
AVLV
AVANTIS U S LARGE CAP
+$104.2K
4,905
+41%
增持
MSI
MOTOROLA SOLUTIONS INC
+$104.1K
738
+25%
