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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 37
增持 73
减持 34
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE FLOATING RATE
-$14.8M
5,696,740
-5%
增持
VTI
VANGUARD TOTAL STOCK
+$8.7M
272,183
+10%
建仓
STRL
STERLING INFRASTRUCTURE
+$8.3M
49,201
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
SPY
SPDR S&P 500 ETF IV
+$6.6M
525,262
+0%
减持
EFA
ISHARES MSCI EAFE ETF
-$6.1M
649,098
-2%
增持
TFLO
ISHARES TREASURY FLOATNG
+$4.4M
1,570,323
+6%
减持
SPYV
SPDR S&P 500 VALUE ETF
-$3.1M
570,749
-7%
建仓
AR
ANTERO RES CORP
+$1.8M
52,092
减持
EEM
ISHARES MSCI EMERGING
-$1.3M
302,215
-1%
增持
VEU
VANGUARD FTSE ALL WORLD
-$1.3M
610,866
+6%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$1.2M
43,172
+35%
增持
ULST
SPDR SSGA ULTRA SHORT
+$1.1M
500,490
+7%
减持
SPDW
SPDR PORTFOLIO DVLPD
-$1.0M
210,582
-4%
增持
VTV
VANGUARD VALUE ETF
-$966.7K
347,303
+1%
建仓
ABCB
AMERIS BANCORP
+$934.5K
14,936
减持
AAPL
APPLE INC
+$928.3K
61,950
-1%
增持
STIP
ISHARES 0-5 YEAR TIPS
+$894.9K
113,529
+9%
增持
DOL
WISDOMTREE INTL LARGECP
+$822.9K
320,365
+15%
增持
DGS
WSDMTREE EMRG MKTS
-$812.3K
264,513
+3%
增持
VUG
VANGUARD GROWTH ETF
+$789.6K
11,669
+12%
增持
VB
VANGUARD SMALL CAP ETF
+$726.9K
23,120
+14%
增持
DFUV
DIMENSIONAL US
+$725.2K
233,611
+10%
增持
DCOR
DIMENSIONAL US CORE
+$719.6K
27,878
+65%
减持
—
EXXON MOBIL CORP
-$676.0K
19,456
-18%
增持
SLYV
SPDR S&P 600 SMALL CAP
+$651.3K
108,796
+7%
增持
DLS
WISDOMTREE INTL SMALLCP
+$620.0K
275,869
+14%
减持
AMZN
AMAZON COM INC
+$603.1K
18,873
-1%
增持
VT
VANGUARD TOTAL WORLD
+$560.1K
313,132
+3%
增持
DFLV
DIMENSIONL US LARGE CAP
+$549.1K
54,404
+55%
建仓
BTU
PEABODY ENERGY CORP NEW
+$546.2K
26,084
减持
VYM
VANGUARD HIGH DIVIDEND
-$541.7K
61,159
-6%
增持
SPYM
SPDR PORTFOLIO S&P 500
+$534.1K
58,657
+13%
减持
SPYD
SPDR S&P 500 HIGH
-$530.9K
142,703
-3%
增持
TFC
TRUIST FINL CORP
+$528.0K
20,525
+142%
建仓
BOXX
ALPHA ARCHITECT 1-3
+$524.5K
4,756
增持
NEOV
NEOVOLTA INC
+$522.9K
219,106
+9%
减持
DAVA
ENDAVA PLC F
+$506.8K
107,775
-3%
减持
KO
THE COCA-COLA CO
-$493.3K
38,737
-4%
建仓
ET
ENERGY TRANSFER L P LP
+$468.3K
23,905
减持
HD
HOME DEPOT INC
-$463.6K
18,741
-2%
增持
DNL
WISDOMTREE GLB EX US QLY
-$462.3K
255,694
+4%
增持
AVGO
BROADCOM INC
+$442.5K
6,257
+7%
减持
SPEM
SPDR INDEX SHARES EMERG
-$438.8K
94,909
-4%
增持
SLYG
SPDR S&P 600 SMALL CAP
+$438.3K
86,193
+9%
增持
QQQ
INVSC QQQ TRUST SRS 1
+$435.0K
2,649
+41%
减持
MSFT
MICROSOFT CORP
-$395.9K
14,005
-4%
增持
VOO
VANGUARD S&P 500 ETF
+$394.9K
4,671
+16%
增持
JPM
JPMORGAN CHASE & CO
+$393.5K
4,686
+35%
减持
TSLA
TESLA INC
+$387.7K
4,491
-18%
清仓
BKAG
BNY MELLON CORE BOND
-$385.2K
0
-100%
增持
VWO
VANGUARD FTSE EMERGING
+$384.9K
324,828
+12%
清仓
ZNGRIX
NUVEEN GLOBAL CITIES
-$383.0K
0
-100%
建仓
WFC
WELLS FARGO & CO
+$382.8K
5,450
增持
DISV
DIMENSIONAL INTERN SMALL
+$368.3K
23,464
+167%
减持
THC
TENET HEALTHCARE CORP
-$365.9K
1,774
-50%
建仓
UPS
UNITED PARCEL SVC INC
+$365.7K
2,900
建仓
FNDX
SCHWAB FUNDMNTL US LARGE
+$361.9K
15,284
增持
NVDA
NVIDIA CORP
+$359.0K
25,521
+0%
减持
AIVI
WISDOMTREE INTERL AI END
-$352.7K
55,333
-4%
建仓
SCHX
SCHWAB US LARGE CAP ETF
+$349.1K
15,060
增持
DFIC
DIMENSIONAL INTERN CORE
+$347.9K
39,987
+64%
建仓
SCHF
SCHWAB INTERNATIONAL
+$316.6K
17,115
建仓
MRVL
MARVELL TECHNOLOGY INC
+$316.6K
2,866
减持
ACWI
ISHARES MSCI ACWI ETF
-$295.3K
70,931
-2%
增持
V
VISA INC
+$293.6K
3,198
+23%
增持
AMT
AMERICAN TOWER CORP NEW
-$287.8K
6,008
+1%
增持
IJH
ISHARES CORE S&P MID CAP
+$282.1K
7,801
+138%
增持
—
SMURFIT WESTROCK PLC
+$280.2K
63,081
+0%
建仓
BLK
BLACKROCK INC NEW
+$278.8K
272
建仓
PPA
INVESCO AEROSPACE &
+$274.3K
2,391
增持
WMT
WALMART INC
+$271.1K
17,475
+8%
建仓
DE
DEERE & CO
+$262.8K
620
增持
EWX
SPDR S&P EMERGING MRKT
+$247.9K
118,682
+10%
建仓
MBB
ISHARES MBS ETF
+$246.9K
2,693
建仓
GE
GE AEROSPACE
+$239.6K
1,437
建仓
OKE
ONEOK INC NEW
+$237.8K
2,369
增持
BAC
BANK OF AMERICA CORP
+$235.9K
22,383
+19%
建仓
LHX
L3HARRIS TECHNOLOGIES IN
+$234.9K
1,117
清仓
—
BLACKROCK INC
-$233.6K
0
-100%
增持
RSP
INVSC S P 500 EQUAL
+$231.4K
2,853
+90%
建仓
TSM
TAIWAN SEMICONDUCTOR M F
+$226.7K
1,148
增持
IVW
ISHARES S&P 500 GROWTH
+$225.1K
5,731
+54%
建仓
FNCL
FIDELITY MSCI FINANCIALS
+$224.8K
3,274
建仓
MDYV
SPDR S&P 400 MID CAP
+$224.7K
2,802
清仓
BDX
BECTON DICKINSON & CO
-$223.0K
0
-100%
建仓
FISV
FISERV INC
+$222.3K
1,082
增持
SCZ
ISHARES MSCI EAFE SMALL
-$222.1K
35,732
+1%
减持
RWO
SPDR DOW JONE GLOBAL
-$220.3K
32,152
-4%
增持
AVGE
AVANTIS ALL EQUITY
+$217.4K
28,194
+14%
建仓
EMR
EMERSON ELEC CO
+$216.3K
1,745
增持
IWD
ISHARES RUSSELL 1000
+$212.8K
2,643
+82%
减持
VIG
VANGUARD DIVIDEND
-$212.4K
32,627
-2%
建仓
ICE
INTERCONTINENTAL EXCHANG
+$211.3K
1,418
建仓
MO
ALTRIA GROUP INC
+$210.6K
4,028
清仓
MDLZ
MONDELEZ INTL INC
-$209.7K
0
-100%
增持
GOVT
ISHARES US TREASURY BOND
+$208.7K
80,239
+15%
建仓
AMAT
APPLIED MATLS INC
+$208.7K
1,283
建仓
PRFZ
INVSC FTSE RAFI US 1500
+$206.9K
4,973
建仓
SHY
ISHARES 1-3 YEAR TREASRY
+$205.7K
2,509
建仓
DFAT
DIMENSIONAL U S TARGETED
+$205.2K
3,687
增持
SPIB
SPDR INTRMDT TRM CRPRATE
+$205.1K
31,207
+29%
建仓
MAIN
MAIN STR CAP CORP
+$205.0K
3,500
建仓
AVNM
AVANTIS ALL INTRNL MKT
+$204.6K
3,735
建仓
OXY
OCCIDENTAL PETE CORP
+$204.6K
4,140
增持
VBR
VANGUARD SMALL CAP VALUE
+$204.2K
18,716
+7%
清仓
PSX
PHILLIPS 66
-$203.7K
0
-100%
建仓
XLP
SPDR FUND CONSUMER
+$202.6K
2,577
增持
REET
ISHS TRUST-GLO R ETF
+$196.1K
422,592
+14%
减持
VV
VANGUARD LARGE CAP ETF
+$190.1K
36,719
-0%
减持
ADBE
ADOBE INC
-$187.1K
990
-18%
增持
IJR
ISHARES CORE S&P SMALL
+$185.6K
7,488
+29%
增持
SCHW
CHARLES SCHWAB CORP
+$180.7K
18,258
+1%
增持
AVLV
AVANTIS U S LARGE CAP
+$177.6K
7,496
+53%
增持
GOOG
ALPHABET INC
+$177.3K
7,345
+1%
增持
MCD
MCDONALDS CORP
+$171.9K
1,818
+56%
增持
VCIT
VANGUARD INTERMEDIATE
+$171.8K
51,457
+9%
减持
GOOGL
ALPHABET INC
+$171.1K
7,301
-0%
增持
VEA
VANGUARD FTSE DEVELOPED
+$168.9K
17,384
+39%
建仓
KBDC
KAYNE ANDERSON BDC INC
+$167.7K
10,141
减持
MCK
MCKESSON CORP
+$158.8K
2,988
-4%
减持
CRM
SALESFORCE INC
+$157.7K
2,611
-0%
增持
ACWX
ISHARES MSCI ACWI EX US
-$157.2K
34,455
+1%
减持
NSC
NORFOLK SOUTHN CORP
-$155.8K
1,816
-22%
增持
NUE
NUCOR CORP
-$150.4K
4,549
+0%
增持
VGT
VANGUARD INFORMATION
+$147.2K
1,547
+11%
增持
DES
WISDOMTREE US SMALLCAP
+$147.0K
224,126
+2%
增持
VGIT
VANGUARD INTRMDIAT TRM
+$145.6K
6,800
+65%
增持
IWN
ISHARES RUSSELL 2000
+$144.4K
4,563
+26%
增持
NFLX
NETFLIX INC
+$143.7K
453
+24%
增持
DFUS
DIMENSIONAL US EQUITY
+$142.6K
6,382
+50%
建仓
CRF
CORNERSTONE TOTAL RET FD COM
+$139.0K
16,000
建仓
CLM
CORNERSTONE STRATEGIC INV FD
+$137.4K
16,000
减持
—
SYNOVUS FINL CORP
+$133.6K
21,756
-1%
增持
LNG
CHENIERE ENERGY INC
+$133.2K
3,545
+1%
增持
DVY
ISHARES SELECT DIVIDEND
+$132.6K
6,027
+24%
增持
EPD
ENTERPRISE PRODS PART LP
+$129.1K
23,691
+12%
减持
IEFA
ISHARES CORE MSCI EAFE
-$128.5K
16,459
-0%
增持
SCHG
SCHWAB US LARGE CAP
+$124.5K
20,561
+378%
增持
CSCO
CISCO SYS INC
+$124.1K
9,264
+16%
减持
PG
PROCTER & GAMBLE CO
-$123.9K
9,175
-4%
减持
CARR
CARRIER GLOBAL CORP
-$120.0K
4,345
-16%
减持
—
UNILEVER PLC
-$119.5K
13,779
-1%
减持
EFG
ISHARES MSCI EAFE GROWTH
-$119.4K
10,372
-1%
增持
IWM
ISHARES RUSSELL 2000
+$112.6K
96,663
+0%
增持
IYW
ISHARES US TECHNOLOGY
+$112.0K
2,223
+39%
增持
MAR
MARRIOTT INTL INC NEW
+$111.8K
2,832
+4%
增持
ISTB
ISHARES CORE 1-5 YEAR
+$106.6K
6,694
+53%
减持
SPTM
SPDR PORTFOLIO S P 1500
-$105.3K
218,570
-3%
增持
JNJ
JOHNSON & JOHNSON
-$104.0K
7,665
+2%
增持
NVO
NOVO-NORDISK
-$103.9K
3,642
+4%
