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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 66
增持 80
减持 3
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$63.1M
251,628
+63%
增持
SCHG
SCHWAB STRATEGIC TR
+$57.0M
1,779,503
+5268%
增持
VTV
VANGUARD INDEX FDS
+$32.1M
490,263
+49%
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
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$27.2M
629,240
+12360%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$26.3M
659,775
+12313%
增持
MAXJ
ISHARES TR
+$25.4M
916,971
+5126%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$23.7M
682,727
建仓
DMAX
ISHARES TR
+$22.3M
836,051
建仓
QUS
SPDR SERIES TRUST
+$18.9M
108,545
增持
VXUS
VANGUARD STAR FDS
+$17.3M
236,918
+3027%
增持
QQEW
FIRST TR EXCHANGE-TRADED FD
+$16.0M
116,729
+2644%
建仓
FEX
FIRST TR EXCHANGE-TRADED ALP
+$15.7M
132,719
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$13.5M
508,681
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$13.3M
91,329
+190%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$13.1M
404,446
+27%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$12.9M
491,350
+335%
建仓
PYLD
PIMCO ETF TR
+$12.6M
471,224
增持
SPY
SPDR S&P 500 ETF TR
+$12.4M
519,051
+1%
建仓
JAAA
JANUS DETROIT STR TR
+$11.9M
236,093
建仓
IJUL
INNOVATOR ETFS TRUST
+$11.5M
344,430
建仓
IBTG
ISHARES TR
+$10.6M
461,910
建仓
CGIC
CAPITAL GROUP INTERNATIONAL
+$9.8M
300,817
增持
AAPL
APPLE INC
+$9.6M
107,220
+40%
建仓
EMXC
ISHARES INC
+$8.6M
118,996
减持
USFR
WISDOMTREE TR
+$8.6M
5,306,058
-73%
增持
VTI
VANGUARD INDEX FDS
+$8.6M
344,071
+6%
建仓
IBHF
ISHARES TR
+$8.5M
369,470
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$7.4M
360,796
+33%
建仓
IBTH
ISHARES TR
+$7.0M
313,730
增持
MSFT
MICROSOFT CORP
+$6.2M
34,577
+70%
增持
ITOT
ISHARES TR
+$5.7M
53,521
+244%
增持
IVV
ISHARES TR
+$5.5M
25,781
+42%
建仓
IBTI
ISHARES TR
+$5.3M
238,127
增持
ACWI
ISHARES TR
+$5.2M
118,178
+41%
增持
SPYG
SPDR SERIES TRUST
+$5.1M
224,019
+25%
增持
AMZN
AMAZON COM INC
+$4.9M
47,156
+72%
减持
STRL
STERLING INFRASTRUCTURE INC
-$4.8M
39,036
-21%
增持
AFL
AFLAC INC
+$4.8M
55,723
+348%
增持
SPSB
SPDR SERIES TRUST
+$4.8M
1,450,662
+13%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$4.6M
393,709
+19%
建仓
SMAX
ISHARES TR
+$4.4M
164,670
增持
GOOGL
ALPHABET INC
+$4.1M
22,728
+84%
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$4.1M
139,661
建仓
IBTJ
ISHARES TR
+$4.0M
184,474
建仓
IJAN
INNOVATOR ETFS TRUST
+$3.7M
101,445
增持
VTEB
VANGUARD MUNI BND TAX EXEMPT ETF
+$3.6M
636,346
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.6M
16,873
+74%
建仓
ARKQ
ARK ETF TR
+$3.5M
30,566
建仓
NJUL
INNOVATOR ETFS TRUST
+$3.5M
48,167
建仓
QTUM
ETF SER SOLUTIONS
+$3.4M
31,259
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$3.3M
30,640
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$3.3M
21,328
建仓
ROBO
EXCHANGE TRADED CONCEPTS TRU
+$3.1M
45,331
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$3.1M
43,734
建仓
NLR
VANECK ETF TRUST
+$3.1M
24,937
增持
AMGN
AMGEN INC
+$2.9M
9,872
+808%
增持
LLY
ELI LILLY &CO
+$2.9M
3,673
+161%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.9M
641,374
+3%
建仓
IAPR
INNOVATOR ETFS TRUST
+$2.8M
91,640
建仓
MMAX
ISHARES TR
+$2.7M
103,518
增持
JPM
JPMORGAN CHASE &CO.
+$2.7M
15,411
+111%
建仓
JULW
AIM ETF PRODUCTS TRUST
+$2.6M
67,719
增持
META
META PLATFORMS INC
+$2.6M
8,125
+115%
增持
KO
COCA COLA CO
+$2.5M
74,425
+81%
建仓
SIXO
AIM ETF PRODUCTS TRUST
+$2.5M
71,409
建仓
NAPR
INNOVATOR ETFS TRUST
+$2.5M
46,075
建仓
—
SMURFIT WESTROCK PLC F
+$2.4M
62,379
增持
GOOG
ALPHABET INC
+$2.4M
14,929
+58%
增持
WMT
WALMART INC
+$2.2M
39,568
+87%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
72,139
+20%
建仓
SIXJ
AIM ETF PRODUCTS TRUST
+$2.2M
64,528
增持
—
EXXON MOBIL CORP
+$2.2M
38,384
+79%
增持
VUG
VANGUARD INDEX FDS
+$2.1M
44,264
+9%
增持
MUB
ISHARES TR
+$2.0M
89,574
+26%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$2.0M
30,234
增持
DFAW
DIMENSIONAL ETF TRUST
+$1.9M
34,102
+302%
建仓
PSI
INVESCO EXCHANGE TRADED FD T
+$1.9M
24,252
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.9M
32,742
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.8M
19,336
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.7M
98,251
+109%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.6M
514,651
+1%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BND ETF
+$1.6M
253,616
+18%
建仓
SCHD
SCHWAB STRATEGIC TR
+$1.6M
57,936
建仓
MGC
VANGUARD WORLD FD
+$1.5M
6,149
建仓
—
EATON CORP PLC
+$1.5M
4,811
增持
PG
PROCTER AND GAMBLE CO
+$1.5M
19,938
+124%
增持
CVX
CHEVRON CORP NEW
+$1.5M
18,415
+115%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.5M
17,316
+467%
建仓
—
LINDE PLC
+$1.5M
3,403
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$1.4M
24,402
建仓
NOCT
INNOVATOR ETFS TRUST
+$1.4M
23,879
增持
QQQ
INVESCO QQQ TR
+$1.4M
5,344
+67%
建仓
NJAN
INNOVATOR ETFS TRUST
+$1.3M
24,129
建仓
IQLT
ISHARES TR
+$1.3M
28,620
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.3M
2,762
建仓
AJAN
INNOVATOR ETFS TRUST
+$1.3M
46,479
增持
COST
COSTCO WHSL CORP NEW
+$1.3M
3,334
+93%
增持
DOL
WISDOMTREE TR
+$1.3M
310,989
+1%
增持
RTX
RTX CORPORATION
+$1.3M
13,509
+87%
建仓
PNC
PNC FINL SVCS GROUP INC
+$1.2M
5,954
增持
DFAE
DIMENSIONAL ETF TRUST
+$1.2M
101,430
+54%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.2M
1,884
+250%
增持
DISV
DIMENSIONAL ETF TRUST
+$1.2M
101,240
+37%
增持
AVGO
BROADCOM INC
+$1.2M
12,773
+31%
建仓
—
ACCENTURE PLC IRELAND FCLASS CLASS A
+$1.2M
4,490
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
14,723
+89%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.2M
8,106
+139%
建仓
IBTK
ISHARES TR
+$1.2M
59,102
增持
HON
HONEYWELL INTL INC
+$1.2M
7,426
+451%
增持
DAL
DELTA AIR LINES INC DEL
+$1.2M
20,386
+357%
增持
V
VISA INC
+$1.2M
7,687
+71%
增持
AVGE
AMERICAN CENTY ETF TR
+$1.1M
103,796
+11%
建仓
FVD
FIRST TR EXCHANGE-TRADED FD
+$1.1M
24,090
增持
CEG
CONSTELLATION ENERGY CORP
+$1.1M
3,812
+382%
增持
PANW
PALO ALTO NETWORKS INC
+$1.1M
9,585
+184%
建仓
KMI
KINDER MORGAN INC DEL
+$1.1M
39,189
建仓
—
ASML HOLDING N V
+$1.1M
1,007
减持
EFA
ISHARES TR
+$1.1M
642,637
-1%
增持
IWF
ISHARES TR
+$1.1M
4,665
+92%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.1M
129,656
+27%
建仓
PJUN
INNOVATOR ETFS TRUST
+$1.1M
25,395
建仓
NRG
NRG ENERGY INC
+$1.1M
6,669
增持
CRM
SALESFORCE INC
+$1.1M
6,356
+140%
建仓
IVVM
BLACKROCK ETF TRUST II
+$1.1M
30,320
建仓
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
15,127
增持
JNJ
JOHNSON &JOHNSON
+$1.0M
14,972
+35%
建仓
IVVB
BLACKROCK ETF TRUST II
+$1.0M
31,588
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$1.0M
6,633
增持
GE
GE AEROSPACE
+$950.3K
7,595
+64%
增持
FBND
FIDELITY MERRIMACK STR TR
+$945.5K
27,095
+315%
增持
BLK
BLACKROCK INC
+$929.8K
1,325
+216%
建仓
OCTW
AIM ETF PRODUCTS TRUST
+$926.8K
23,763
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$926.4K
1,599
建仓
ETHA
ISHARES ETHEREUM TR
+$880.1K
39,239
增持
DFUV
DIMENSIONAL ETF TRUST
+$863.6K
286,035
+3%
增持
HD
HOME DEPOT INC
-$855.4K
21,411
+6%
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$850.8K
5,056
增持
BSV
VANGUARD SHORT-TERM BONDETF
+$806.6K
61,609
+20%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$798.9K
27,207
+220%
增持
EMR
EMERSON ELEC CO
+$796.3K
7,957
+302%
清仓
—
UNILEVER PLC
-$787.8K
0
-100%
增持
CSCO
CISCO SYS INC
+$786.4K
18,984
+92%
建仓
NOBL
PROSHARES TR
+$781.1K
7,506
增持
GEV
GE VERNOVA INC
+$773.2K
2,184
+105%
建仓
RBRK
RUBRIK INC CLASS CLASS A
+$765.3K
10,007
增持
ARKK
ARK ETF TR
+$761.8K
14,704
+244%
增持
DCOR
DIMENSIONAL ETF TRUST
+$756.9K
60,899
+18%
建仓
PJUL
INNOVATOR ETFS TRUST
+$749.5K
16,142
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$738.1K
76,343
+19%
增持
SUB
ISHARES TR
+$728.1K
178,009
+4%
