小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 31
增持 92
减持 19
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD S&P 500 ETF
+$91.4M
154,724
+2518%
增持
VEA
VANGUARD FTSE DEVELOPED
+$29.5M
509,145
+2654%
建仓
VTEB
VANGUARD MUNI BND TAX
+$28.4M
566,546
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。
建仓
BND
VANGUARD TOTAL BOND
+$24.5M
329,636
增持
VXF
VANGUARD EXTENDED MARKETS INDEX FUND
+$20.8M
114,518
+594%
增持
SPSB
SPDR SHORT TERM
+$17.8M
1,289,399
+83%
增持
USFR
WisdomTree Floating Rate Treasury ETF
-$17.1M
19,545,603
+257%
减持
TFLO
ISHARES TREASURY FLOATNG
-$16.0M
1,499,531
-17%
增持
VCIT
VANGUARD INTERMEDIATE
+$15.7M
271,833
+214%
减持
SPY
SPDR S&P500 ETF TRUST TRUST UNIT DEP REC
+$15.0M
512,631
-3%
增持
SUB
ISHARES SHORT-TERM NATL MUNI BOND ETF
+$14.1M
171,057
+339%
增持
VTI
VANGUARD TOTAL STOCK
+$13.1M
325,339
+6%
增持
VGT
VANGUARD INFORMATION
+$11.9M
17,125
+1135%
增持
VWO
VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF
+$11.3M
484,454
+60%
建仓
BNDX
VANGUARD TOTAL
+$10.6M
215,200
增持
AAPL
APPLE INC
+$6.9M
76,793
+25%
增持
NVDA
NVIDIA CORPORATION COM
+$6.8M
60,214
+112%
增持
STRL
STERLING INFRASTRUCTURE
+$6.3M
49,301
+9%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$4.8M
71,152
+171%
增持
SPYG
SPDR S&P 500 GROWTH ETF
+$4.3M
179,674
+18%
增持
BSV
VANGUARD SHORT-TERM BOND
+$3.8M
51,309
+1830%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$3.7M
126,400
+49%
增持
VGIT
VANGUARD INTER-TERM
+$3.2M
63,921
+485%
增持
MSFT
MICROSOFT CORP
+$3.1M
20,387
+36%
增持
EFA
ISHARES MSCI EAFE ETF
+$3.1M
649,432
+1%
建仓
SSB
SOUTHSTATE BK CORP
+$3.0M
30,621
清仓
—
SOUTHSTATE CORP
-$2.9M
0
-100%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.9M
18,163
+21%
增持
VUG
VANGUARD INDEX FDS VANGUARD GR ETF
+$2.9M
40,558
+7%
清仓
—
SMURFIT WESTROCK PLC F
-$2.7M
0
-100%
增持
TSLA
TESLA INC COM
+$2.7M
9,211
+103%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$2.3M
96,890
-1%
增持
AVGE
AVANTIS ALL EQUITY MARKETS ETF
+$2.3M
93,322
+32%
增持
SPTM
SPDR PORTFOLIO S&P 1500 COMP STK MKT ETF
+$2.2M
268,457
+3%
减持
VEU
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US
+$2.1M
620,904
-1%
增持
ACWI
ISHARES TR MSCI ACWI ETF
+$2.0M
83,523
+12%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$1.9M
139,746
+14%
增持
SCHF
SCHWAB INTL
+$1.9M
94,908
+485%
增持
EEM
ISHARES TRUST MSCI EMG MKTS ETF USD DIS
+$1.8M
302,881
+1%
增持
AMZN
AMAZON COM INC
+$1.7M
27,353
+39%
增持
DFUV
DIMENSIONAL US
+$1.6M
278,873
+9%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.6M
12,345
+55%
增持
GPN
GLOBAL PMTS INC
+$1.5M
30,103
+152%
增持
AVGO
BROADCOM INC COM
+$1.4M
9,719
+50%
减持
VT
VANGUARD TOTAL WORLD
+$1.4M
318,875
-4%
增持
VB
VANGUARD SMALL-CAP INDEX FUND
+$1.3M
27,678
+15%
清仓
—
ACCENTURE PLC IRELAND F
-$1.3M
0
-100%
增持
DFAE
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG
+$1.3M
65,702
+138%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.2M
9,429
+58%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.2M
7,792
+365%
增持
IAGG
ISHARES INTL AGGREGATE BOND
+$1.2M
200,162
+12%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$1.1M
17,826
+93%
增持
AFL
AFLAC INC
+$1.1M
12,430
+368%
增持
VBR
VANGUARD SMALL CAP VALUE ETF
+$1.1M
28,191
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC COM
+$1.1M
9,723
+24%
增持
VCSH
VANGUARD ST CORP BD INDX FD ETF SHS
+$1.0M
50,571
+33%
增持
HD
HOME DEPOT INC
+$1.0M
20,294
+3%
增持
JNJ
JOHNSON & JOHNSON
+$964.7K
11,073
+55%
增持
REET
ISHARES TRUST GLOBAL REIT ETF
+$916.1K
468,973
+5%
增持
META
META PLATFORMS INC CLASS A
+$909.2K
3,785
+49%
增持
DISV
DIMENSIONAL INTERN SMALL
+$907.9K
73,727
+41%
增持
DFSV
DIMENSIONAL US SMALL CAP
+$902.2K
47,071
+132%
增持
DFLV
DIMENSIONL US LARGE CAP
+$867.5K
102,398
+27%
增持
DCOR
DIMENSIONAL US CORE
+$838.1K
51,808
+20%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$828.3K
6,001
+185%
减持
DOL
WISDOMTREE INTL LARGECP
+$827.4K
308,531
-0%
增持
SO
SOUTHERN CO
+$821.5K
19,337
+76%
减持
DGS
WSDMTREE EMRG MKTS
-$815.3K
184,165
-10%
减持
DLS
WISDOMTREE INTL SMALLCP
+$785.0K
269,365
-2%
增持
JPM
JPMORGAN CHASE &CO COM
+$758.7K
7,290
+37%
增持
TSM
TAIWAN SEMICONDUCTOR M F
+$735.6K
3,448
+243%
增持
WFC
WELLS FARGO CO NEW COM
+$721.6K
12,021
+237%
建仓
DHI
D R HORTON INC
+$720.4K
4,251
减持
SPYV
SPDR S&P 500 VALUE ETF
+$719.3K
499,453
-3%
增持
PHYS
SPROTT PHYSICAL GOLD TRUST UNIT
+$711.1K
112,905
+9%
增持
QQQ
INVSC QQQ TRUST SRS 1
+$695.5K
3,191
+44%
减持
DAVA
ENDAVA PLC
-$682.4K
105,775
-1%
增持
ORCL
ORACLE CORP
+$657.4K
8,603
+7%
减持
VV
VANGUARD LARGE-CAP INDEX FUND
+$649.3K
35,697
-2%
建仓
DFAW
DIMENSIONAL WORLD EQUITY
+$610.3K
8,493
增持
ULST
SSGA ACTIVE ETF TR ULT SHT TRM BD
+$590.5K
553,665
+3%
增持
NFLX
NETFLIX INC
+$582.7K
954
+128%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$582.6K
14,473
+148%
增持
SCHG
SCHWAB US LARGE-CAP GROWTH ETF
+$560.4K
33,148
+95%
增持
V
VISA INC
+$554.8K
4,504
+63%
建仓
SCHE
SCHWAB EMERGING MARKETS
+$553.0K
16,572
减持
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL
+$528.0K
131,609
-6%
减持
SLYG
SPDR SER TR S&P 600 SMCP GRW
+$515.0K
93,103
-0%
减持
VYM
VANGUARD WHITEHALL FDS HIGH DIV YLD
-$497.4K
47,150
-12%
建仓
MAXJ
ISHARES TR LARGE CAP MAX BU
+$492.2K
17,547
增持
ABBV
ABBVIE INC
+$477.2K
4,126
+60%
增持
VBK
VANGUARD SMALL CAP
+$460.9K
3,058
+89%
增持
WMT
WALMART INC COM
+$444.7K
21,169
+19%
增持
DFAT
DIMENSIONAL U S TARGETED
+$443.7K
21,638
+43%
减持
EWX
SPDR S&P EMERGING MRKT
+$442.6K
99,271
-1%
减持
VTV
VANGUARD VALUE ETF
+$420.6K
329,979
-5%
增持
GWX
SPDR S&P INTL SMALL CAP ETF
+$414.3K
115,998
+2%
减持
SPYD
SPDR S&P 500 HIGH
-$408.5K
120,106
-10%
清仓
—
EATON CORP PLC F
-$400.1K
0
-100%
增持
GLD
SPDR GOLD TR GOLD SHS
+$391.9K
1,749
+132%
增持
IEFA
ISHARES TRUST CORE MSCI EAFE ETF
+$390.4K
21,505
+21%
清仓
—
ROLLS ROYCE HOLDIN ORDF
-$385.1K
0
-100%
清仓
RY
ROYAL BANK OF CANADA F
-$384.3K
0
-100%
增持
LLY
ELI LILLY AND CO
+$382.1K
1,405
+59%
增持
ACWX
ISHARES TR MSCI ACWI EX US
+$381.3K
34,039
+13%
增持
GE
GE AEROSPACE COM NEW
+$381.1K
4,618
+18%
增持
DFIC
DIMENSIONAL INTERN CORE
+$375.1K
59,801
+17%
建仓
ARKK
ARK ETF TRUST INNOVATION ETF
+$369.2K
4,278
建仓
KLAC
KLA CORP
+$362.4K
336
建仓
APP
APPLOVIN CORP
+$354.2K
493
建仓
MU
MICRON TECHNOLOGY INC
+$353.4K
2,112
增持
VXUS
VANGUARD TOTAL INTL STOCK INDEX FUND
+$339.3K
7,576
+141%
清仓
PPA
INVESCO AEROSPACE
-$338.7K
0
-100%
建仓
SYK
STRYKER CORPORATION COM
+$337.8K
914
增持
AMD
ADVANCED MICRO DEVIC
+$333.9K
3,398
+123%
建仓
MO
ALTRIA GROUP INC
+$331.4K
5,016
增持
DXUV
DIMENSIONAL US VECTOR
+$329.5K
19,747
+30%
增持
IWF
ISHARES TR RUS 1000 GRW ETF
+$327.8K
2,431
+27%
增持
BTU
PEABODY ENERGY CORP NEW
+$304.6K
23,197
+0%
建仓
GTO
INVSC TOTAL RETURN BOND
+$304.1K
6,400
建仓
PSX
PHILLIPS 66
+$303.7K
2,233
减持
ARCC
ARES CAP CORP EQUITY
-$303.2K
14,012
-48%
建仓
FBND
FIDELITY TOTAL BOND ETF
+$301.9K
6,530
增持
—
EXXON MOBIL CORP COM
+$301.3K
21,463
+9%
增持
MA
MASTERCARD INC
+$295.2K
1,501
+51%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$284.5K
309
建仓
NVS
NOVARTIS AG
+$283.9K
2,214
增持
RTX
RTX CORP
+$281.3K
7,217
+14%
建仓
LOW
LOWES COS INC
+$274.7K
1,093
增持
GEV
GE VERNOVA INC
+$272.7K
1,064
+48%
增持
COST
COSTCO WHSL CORP NEW
+$270.2K
1,728
+29%
增持
SDY
SPDR SER TR S&P DIVID ETF
+$266.7K
4,513
+68%
建仓
CEG
CONSTELLATION ENERGY COR
+$260.3K
791
减持
AIVI
WISDOMTREE TR INTERNTNL AI ENH
-$260.0K
41,457
-14%
增持
GOVT
ISHARES US TREASURY BOND
+$254.1K
88,393
+14%
增持
CVX
CHEVRON CORP NEW
+$253.5K
8,575
+14%
建仓
DAL
DELTA AIR LINES INC DEL
+$253.1K
4,460
建仓
GILD
GILEAD SCIENCES INC
+$253.0K
2,279
建仓
TCEHY
TENCENT HLDGS LTD
+$251.8K
2,957
建仓
VLO
VALERO ENERGY CORP NEW
+$250.3K
1,470
增持
PG
PROCTER & GAMBLE CO
+$248.8K
8,885
+27%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$247.4K
2,695
+74%
清仓
VYMI
VANGUARD INTERNATNL HGH
-$243.8K
0
-100%
建仓
BKNG
BOOKING HLDGS INC
+$243.0K
45
建仓
URI
UNITED RENTALS INC
+$242.5K
254
建仓
MRSH
MARSH &MCLENNAN CO INC COM
+$241.6K
1,199
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$239.7K
1,790
建仓
SHY
ISHARES 1-3 YEAR TREASRY
+$237.6K
2,864
增持
BAC
BANK OF AMERICA CORP
+$235.7K
23,452
+14%
建仓
MS
MORGAN STANLEY
+$233.1K
1,466
