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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 38
减持 84
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$92.3M
109,676
-56%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$34.6M
491,129
-5%
清仓
VTEB
VANGUARD MUNI BND TAX EXEMPT ETF
-$32.0M
0
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。
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$30.8M
20,942
-96%
清仓
BND
VANGUARD TOTAL BOND MARKET ETF
-$29.2M
0
-100%
减持
VXF
VANGUARD INDEX FDS
-$21.1M
13,852
-88%
清仓
BNDX
VANGUARD TOTAL INTERNATIONAL BND ETF
-$12.3M
0
-100%
减持
VGT
VANGUARD WORLD FD
-$10.9M
1,866
-88%
减持
USFR
WISDOMTREE TR
-$10.3M
5,099,716
-4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$10.2M
310,361
-38%
减持
TFLO
ISHARES TR
-$9.6M
1,303,001
-13%
减持
SUB
ISHARES TR
-$8.8M
95,672
-46%
减持
IJUL
INNOVATOR ETFS TRUST
-$8.3M
97,426
-72%
建仓
YMAR
FIRST TR EXCHNG TRADED FD VI
+$8.2M
298,593
减持
VTI
VANGUARD INDEX FDS
-$8.1M
334,403
-3%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$5.9M
294,016
-19%
减持
MSFT
MICROSOFT CORP
-$5.8M
29,424
-15%
增持
MMAX
ISHARES TR
+$5.2M
298,159
+188%
减持
AAPL
APPLE INC
-$5.1M
94,634
-12%
清仓
VRRM
VERRA MOBILITY CORP CLASS CLASS A
-$4.9M
0
-100%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$4.6M
379,038
-6%
减持
BSV
VANGUARD BD INDEX FDS
-$4.6M
3,362
-95%
增持
PYLD
PIMCO ETF TR
+$3.7M
619,973
+32%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$3.6M
15,970
-79%
建仓
ACYN
FIRST TR EXCHANGE-TRADED FD
+$3.6M
175,659
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$3.4M
643,490
+27%
减持
SPYV
SPDR SERIES TRUST
-$3.2M
431,762
-11%
减持
VTV
VANGUARD INDEX FDS
-$3.0M
461,873
-6%
减持
NVDA
NVIDIA CORPORATION
-$3.0M
59,981
-17%
减持
QQEW
FIRST TR EXCHANGE-TRADED FD
-$3.0M
107,214
-8%
减持
SMAX
ISHARES TR
-$2.9M
56,701
-66%
减持
EFA
ISHARES TR
-$2.9M
605,879
-6%
增持
DFAW
DIMENSIONAL ETF TRUST
+$2.8M
72,356
+112%
减持
SPTM
SPDR SERIES TRUST
-$2.8M
247,384
-9%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$2.5M
65,336
减持
JAAA
JANUS DETROIT STR TR
-$2.5M
186,725
-21%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.4M
596,151
-7%
减持
STRL
STERLING INFRASTRUCTURE INC
+$2.1M
34,550
-11%
增持
IBTH
ISHARES TR
+$2.1M
408,299
+30%
减持
DMAX
ISHARES TR
-$2.1M
760,919
-9%
减持
AMZN
AMAZON COM INC
-$2.0M
42,491
-10%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.9M
84,482
-7%
减持
AFL
AFLAC INC
-$1.9M
38,889
-30%
减持
IWM
ISHARES TR
-$1.8M
85,336
-8%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$1.7M
506,722
+3%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$1.7M
49,646
减持
TSLA
TESLA INC
-$1.7M
7,191
-25%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.6M
32,572
-67%
增持
IBTG
ISHARES TR
+$1.6M
530,035
+15%
减持
GOOGL
ALPHABET INC
-$1.5M
19,436
-14%
增持
IJAN
INNOVATOR ETFS TRUST
+$1.5M
143,126
+41%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.5M
50,103
+105%
减持
AVGO
BROADCOM INC
-$1.4M
9,676
-24%
减持
GPN
GLOBAL PMTS INC
-$1.4M
11,304
-60%
增持
EMXC
ISHARES INC
+$1.4M
127,360
+7%
增持
VUG
VANGUARD INDEX FDS
-$1.3M
46,349
+5%
增持
SCHG
SCHWAB STRATEGIC TR
-$1.3M
1,946,533
+9%
减持
META
META PLATFORMS INC
-$1.3M
7,074
-13%
减持
GOOG
ALPHABET INC
-$1.3M
11,813
-21%
清仓
AJAN
INNOVATOR ETFS TRUST
-$1.3M
0
-100%
增持
DFSV
DIMENSIONAL ETF TRUST
+$1.2M
127,257
+30%
清仓
—
ACCENTURE PLC IRELAND FCLASS CLASS A
-$1.2M
0
-100%
清仓
—
SYNOVUS FINL CORP MANDATORY MERGER EFF: 01/02/26
-$1.2M
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$1.2M
12,929
-16%
增持
FBT
FIRST TR EXCHANGE-TRADED FD
+$1.1M
8,374
+221%
增持
VXUS
VANGUARD STAR FDS
+$1.1M
246,586
+4%
减持
LLY
ELI LILLY & CO
-$1.1M
3,064
-17%
减持
SPYM
SPDR SERIES TRUST
-$1.1M
122,340
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
15,457
-8%
减持
SPDW
SPDR INDEX SHS FDS
-$1.1M
147,908
-16%
增持
DFLV
DIMENSIONAL ETF TRUST
+$1.1M
153,699
+19%
增持
DCOR
DIMENSIONAL ETF TRUST
+$1.0M
76,715
+26%
减持
VV
VANGUARD INDEX FDS
-$987.4K
33,958
-4%
减持
HD
HOME DEPOT INC
-$985.9K
19,404
-9%
增持
STIP
ISHARES TR
+$974.8K
154,557
+5%
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$974.4K
11,312
减持
ORCL
ORACLE CORP
-$968.7K
10,180
-20%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$954.1K
16,233
-50%
减持
IVV
ISHARES TR
-$939.6K
25,595
-1%
建仓
IHI
ISHARES TR
+$929.2K
17,417
减持
V
VISA INC
-$896.5K
5,954
-23%
增持
ULST
SSGA ACTIVE ETF TR
+$855.6K
588,178
+4%
减持
VYM
VANGUARD WHITEHALL FDS
-$837.4K
38,520
-15%
增持
ARKB
ARK 21SHARES BITCOIN ETF
-$820.0K
143,874
+3%
减持
DLS
WISDOMTREE TR
-$794.1K
259,514
-4%
减持
—
EXXON MOBIL CORP
+$781.2K
31,830
-17%
增持
DFUS
DIMENSIONAL ETF TRUST
+$773.4K
16,482
+209%
清仓
RBRK
RUBRIK INC CLASS CLASS A
-$765.3K
0
-100%
建仓
IBHG
ISHARES TR
+$755.5K
34,139
清仓
NUE
NUCOR CORP
-$754.1K
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$750.7K
25,371
+68%
减持
EWX
SPDR INDEX SHS FDS
-$734.5K
83,823
-12%
增持
DFIC
DIMENSIONAL ETF TRUST
+$721.5K
90,951
+25%
减持
DNL
WISDOMTREE TR
-$700.8K
242,369
-5%
增持
DISV
DIMENSIONAL ETF TRUST
+$697.1K
115,218
+14%
减持
QUS
SPDR SERIES TRUST
-$690.4K
106,132
-2%
减持
DGS
WISDOMTREE TR
-$685.3K
154,391
-11%
建仓
IDXX
IDEXX LABS INC
+$682.1K
1,214
增持
NLR
VANECK ETF TRUST
+$673.7K
28,312
+14%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$672.0K
4,825
+264%
减持
ACWI
ISHARES TR
-$649.4K
116,150
-2%
增持
SPSB
SPDR SERIES TRUST
+$638.8K
1,478,176
+2%
减持
IVW
ISHARES TR
-$636.9K
17,969
-17%
增持
AVGE
AMERICAN CENTY ETF TR
+$628.4K
108,447
+4%
增持
IBHF
ISHARES TR
+$626.6K
398,864
+8%
减持
CRM
SALESFORCE INC
-$623.5K
5,681
-11%
增持
GLIX
LAZARD ACTIVE ETF TR
+$616.0K
36,135
+155%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$614.4K
25,852
-14%
减持
SLYV
SPDR SERIES TRUST
-$611.9K
115,051
-9%
减持
IVE
ISHARES TR
-$602.4K
4,997
-36%
减持
VBR
VANGUARD INDEX FDS
-$591.5K
26,348
-12%
减持
UNH
UNITEDHEALTH GROUP INC
-$589.4K
1,561
-49%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$581.6K
659,184
+5%
清仓
—
PROBE GOLD INC F
-$581.4K
0
-100%
清仓
BLPRCRI
BLACKSTONE PRIVATE CREDIT FUND CLASS I
-$579.0K
0
-100%
减持
DSI
ISHARES TR
-$575.1K
2,765
-61%
减持
DOL
WISDOMTREE TR
-$566.2K
292,888
-6%
减持
GOVT
ISHARES TR
-$562.8K
71,539
-25%
清仓
ACII
INNOVATOR ETFS TRUST
-$560.7K
0
-100%
减持
FBND
FIDELITY MERRIMACK STR TR
-$550.7K
15,273
-44%
减持
GWX
SPDR INDEX SHS FDS
-$537.6K
99,648
-14%
建仓
TCAI
TORTOISE CAPITAL SERIES TRUS
+$513.4K
14,820
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$512.0K
14,390
-2%
减持
MAXJ
ISHARES TR
-$493.0K
900,592
-2%
清仓
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$489.4K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$484.7K
2,857
-40%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$479.7K
22,884
+7%
减持
NFLX
NETFLIX INC
-$474.1K
13,473
-29%
减持
LNG
CHENIERE ENERGY INC
-$463.1K
959
-75%
减持
IBTK
ISHARES TR
-$455.8K
36,363
-38%
减持
ABBV
ABBVIE INC
-$451.5K
4,654
-27%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$449.8K
3,442
-21%
增持
QQQ
INVESCO QQQ TR
+$445.8K
6,461
+21%
减持
VTIP
VANGUARD MALVERN FDS
-$441.6K
9,739
-48%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$440.5K
55,321
+12%
增持
MOAT
VANECK ETF TRUST
+$438.7K
6,903
+212%
减持
IBTJ
ISHARES TR
-$438.6K
165,256
-10%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$419.5K
1,765
清仓
—
CARLYLE TACTICAL PRIVATE CREDIT FUND CLASS I
-$417.2K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
-$416.8K
2,150
-25%
减持
GE
GE AEROSPACE
-$416.6K
6,776
-11%
清仓
KLAC
KLA CORP
-$407.1K
0
-100%
减持
EEM
ISHARES TR
-$406.6K
289,397
-6%
减持
CEG
CONSTELLATION ENERGY CORP
-$406.4K
3,367
-12%
建仓
XLE
SELECT SECTOR SPDR TR
+$398.7K
6,508
建仓
DFAI
DIMENSIONAL ETF TRUST
+$394.9K
10,135
增持
DFAE
DIMENSIONAL ETF TRUST
+$394.3K
109,210
+8%
增持
AVUS
AMERICAN CENTY ETF TR
+$384.7K
6,755
+106%
建仓
VRT
VERTIV HOLDINGS CO
+$380.1K
1,517
增持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$379.8K
43,795
+0%
