BIP Wealth, LLC
ATLANTA GA · SEC CIK 0001590214
$24.59亿2026Q1 申报市值
453持仓数
45.5%前十大占比 · 第一大 13.0%
49 / 28新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FIRST TR EXCHNG 新建仓+$816.72万
ISHARES TR 加仓+$517.26万
SCHG 加仓+$486.56万
PYLD 加仓+$389.72万
ACYN 新建仓+$357.99万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$8,482.33万
VEA 减仓-$3,163.66万
VXF 减仓-$2,072.73万
SPY 减仓-$1,815.88万
USFR 减仓-$1,038.73万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WRB | BERKLEY W R CORP | $25.02万 | 0.01% | 3,775 | -35 | -0.9% | -$2,320 | 减仓 |
| CMCSA | COMCAST CORP NEW | $25.14万 | 0.01% | 8,757 | 1,208 | 16.0% | $3.47万 | 加仓 |
| TXN | TEXAS INSTRS INC | $25.20万 | 0.01% | 1,298 | -1,173 | -47.5% | -$22.77万 | 减仓 |
| AGG | ISHARES TR | $25.29万 | 0.01% | 2,548 | 2,548 | — | $25.29万 | 新建仓 |
| COWZ | PACER FDS TR | $25.81万 | 0.01% | 4,125 | -127 | -3.0% | -$7,945 | 减仓 |
| EXC | EXELON CORP | $26.32万 | 0.01% | 5,370 | 5,370 | — | $26.32万 | 新建仓 |
| AOA | ISHARES TR | $26.33万 | 0.01% | 2,976 | 475 | 19.0% | $4.20万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $26.36万 | 0.01% | 3,362 | -58,247 | -94.5% | -$456.72万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $26.41万 | 0.01% | 449 | -45 | -9.1% | -$2.65万 | 减仓 |
| DGRO | ISHARES TR | $26.55万 | 0.01% | 3,784 | 3,784 | — | $26.55万 | 新建仓 |
| GSLC | GOLDMAN SACHS ETF TR | $26.78万 | 0.01% | 2,140 | 2,140 | — | $26.78万 | 新建仓 |
| ENB | ENBRIDGE INC | $26.78万 | 0.01% | 4,947 | 4,947 | — | $26.78万 | 新建仓 |
| QUAL | ISHARES TR | $26.91万 | 0.01% | 1,403 | 320 | 29.5% | $6.14万 | 加仓 |
| SHEL | SHELL PLC | $26.97万 | 0.01% | 2,900 | 2,900 | — | $26.97万 | 新建仓 |
| EFX | EQUIFAX INC | $27.01万 | 0.01% | 1,500 | 230 | 18.1% | $4.14万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $27.10万 | 0.01% | 1,176 | 33 | 2.9% | $7,605 | 加仓 |
| LNG | CHENIERE ENERGY INC | $27.21万 | 0.01% | 959 | -2,823 | -74.6% | -$80.11万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $27.22万 | 0.01% | 374 | 374 | — | $27.22万 | 新建仓 |
| OEF | ISHARES TR | $27.23万 | 0.01% | 856 | -8 | -0.9% | -$2,545 | 减仓 |
| GPC | GENUINE PARTS CO | $27.24万 | 0.01% | 2,576 | 505 | 24.4% | $5.34万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $27.47万 | 0.01% | 6,915 | -221 | -3.1% | -$8,780 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $27.52万 | 0.01% | 15,506 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $27.52万 | 0.01% | 3,437 | -1,272 | -27.0% | -$10.19万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $27.66万 | 0.01% | 16,139 | -4,714 | -22.6% | -$8.08万 | 减仓 |
| PWR | QUANTA SVCS INC | $27.80万 | 0.01% | 506 | -215 | -29.8% | -$11.81万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $27.83万 | 0.01% | 4,281 | -302 | -6.6% | -$1.96万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.90万 | 0.01% | 4,600 | 717 | 18.5% | $4.35万 | 加仓 |
| XYL | XYLEM INC | $28.10万 | 0.01% | 2,352 | -194 | -7.6% | -$2.32万 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $28.13万 | 0.01% | 3,251 | 10 | 0.3% | $865 | 加仓 |
| IJK | ISHARES TR | $28.18万 | 0.01% | 2,801 | 334 | 13.5% | $3.36万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $28.25万 | 0.01% | 7,721 | 322 | 4.4% | $1.18万 | 加仓 |
| NKE | NIKE INC | $28.28万 | 0.01% | 5,354 | 1,074 | 25.1% | $5.67万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $28.63万 | 0.01% | 6,701 | -51 | -0.8% | -$2,179 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $28.98万 | 0.01% | 5,869 | -371 | -5.9% | -$1.83万 | 重新持有 |
| FSSL | FS SPECIALTY LENDING FD | $29.13万 | 0.01% | 23,283 | 999 | 4.5% | $1.25万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $29.34万 | 0.01% | 4,970 | 393 | 8.6% | $2.32万 | 加仓 |
| DIS | DISNEY WALT CO | $29.45万 | 0.01% | 3,056 | 33 | 1.1% | $3,181 | 加仓 |
| TJX | TJX COS INC NEW | $29.69万 | 0.01% | 1,859 | -510 | -21.5% | -$8.14万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $29.97万 | 0.01% | 6,400 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $30.46万 | 0.01% | 1,326 | 104 | 8.5% | $2.39万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $30.51万 | 0.01% | 2,972 | -87 | -2.8% | -$8,931 | 减仓 |
| SNA | SNAP ON INC | $30.66万 | 0.01% | 844 | 10 | 1.2% | $3,632 | 加仓 |
| NVS | NOVARTIS AG | $30.76万 | 0.01% | 2,014 | -166 | -7.6% | -$2.54万 | 减仓 |
| IJJ | ISHARES TR | $31.15万 | 0.01% | 2,351 | 2,351 | — | $31.15万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $31.23万 | 0.01% | 6,250 | 6,250 | — | $31.23万 | 新建仓 |
| — | WISDOMTREE TR | $31.41万 | 0.01% | 8,626 | 30 | 0.3% | $1,092 | 加仓 |
| MUNI | PIMCO ETF TR | $31.41万 | 0.01% | 6,018 | 95 | 1.6% | $4,958 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $31.59万 | 0.01% | 1,953 | 345 | 21.5% | $5.58万 | 加仓 |
| BKH | BLACK HILLS CORP | $31.93万 | 0.01% | 4,600 | 40 | 0.9% | $2,776 | 加仓 |
| ROL | ROLLINS INC | $32.23万 | 0.01% | 6,034 | -906 | -13.1% | -$4.84万 | 减仓 |
| WDAY | WORKDAY INC | $32.47万 | 0.01% | 2,499 | -86 | -3.3% | -$1.12万 | 减仓 |
| VLO | VALERO ENERGY CORP | $32.71万 | 0.01% | 1,324 | -108 | -7.5% | -$2.67万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $32.81万 | 0.01% | 5,228 | -1,587 | -23.3% | -$9.96万 | 减仓 |
| IBTL | ISHARES TR | $32.85万 | 0.01% | 16,105 | 4,072 | 33.8% | $8.31万 | 加仓 |
| BA | BOEING CO | $33.09万 | 0.01% | 1,663 | 250 | 17.7% | $4.97万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $33.10万 | 0.01% | 19,929 | 1,513 | 8.2% | $2.51万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $33.42万 | 0.01% | 725 | 217 | 42.7% | $10.00万 | 加仓 |
| DSI | ISHARES TR | $33.51万 | 0.01% | 2,765 | -4,300 | -60.9% | -$52.11万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $33.79万 | 0.01% | 16,278 | 915 | 6.0% | $1.90万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $33.96万 | 0.01% | 1,843 | 47 | 2.6% | $8,660 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $34.06万 | 0.01% | 3,439 | -29 | -0.8% | -$2,872 | 减仓 |
| IAK | ISHARES TR | $35.22万 | 0.01% | 2,745 | -75 | -2.7% | -$9,623 | 减仓 |
| DE | DEERE & CO | $35.39万 | 0.01% | 628 | 98 | 18.5% | $5.52万 | 加仓 |
| LOW | LOWES COS INC | $35.40万 | 0.01% | 1,498 | 471 | 45.9% | $11.13万 | 加仓 |
| VST | VISTRA CORP | $35.53万 | 0.01% | 2,363 | -15 | -0.6% | -$2,255 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $36.00万 | 0.01% | 3,181 | 1,064 | 50.3% | $12.04万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $36.00万 | 0.01% | 9,046 | -2,850 | -24.0% | -$11.34万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $36.10万 | 0.01% | 3,312 | 418 | 14.4% | $4.56万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $36.28万 | 0.01% | 10,003 | -3,871 | -27.9% | -$14.04万 | 减仓 |
| IXUS | ISHARES TR | $36.33万 | 0.01% | 4,194 | 201 | 5.0% | $1.74万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $37.02万 | 0.02% | 7,464 | 7,464 | — | $37.02万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $37.11万 | 0.02% | 2,125 | -618 | -22.5% | -$10.79万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $37.80万 | 0.02% | 8,779 | -79 | -0.9% | -$3,402 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $37.86万 | 0.02% | 4,102 | 4,102 | — | $37.86万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $38.01万 | 0.02% | 1,517 | 1,517 | — | $38.01万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $38.41万 | 0.02% | 14,704 | -3,811 | -20.6% | -$9.95万 | 减仓 |
| USMF | WISDOMTREE TR | $39.19万 | 0.02% | 7,937 | 2,761 | 53.3% | $13.63万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $39.39万 | 0.02% | 4,887 | 41 | 0.8% | $3,305 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $39.48万 | 0.02% | 9,158 | -45 | -0.5% | -$1,940 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $39.49万 | 0.02% | 10,135 | 10,135 | — | $39.49万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $39.54万 | 0.02% | 6,859 | 1,711 | 33.2% | $9.86万 | 加仓 |
| ADBE | ADOBE INC | $39.70万 | 0.02% | 1,633 | -337 | -17.1% | -$8.19万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $39.87万 | 0.02% | 6,508 | 6,508 | — | $39.87万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $39.87万 | 0.02% | 2,113 | -19 | -0.9% | -$3,585 | 减仓 |
| IFRA | ISHARES TR | $40.35万 | 0.02% | 7,054 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $40.46万 | 0.02% | 5,926 | -37 | -0.6% | -$2,526 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $40.91万 | 0.02% | 3,704 | 131 | 3.7% | $1.45万 | 加仓 |
| IYW | ISHARES TR | $41.60万 | 0.02% | 2,293 | 650 | 39.6% | $11.79万 | 加仓 |
| C | CITIGROUP INC | $41.61万 | 0.02% | 3,669 | -837 | -18.6% | -$9.49万 | 减仓 |
| AGX | ARGAN INC | $41.67万 | 0.02% | 765 | -150 | -16.4% | -$8.17万 | 减仓 |
| BOXX | EA SERIES TRUST | $41.92万 | 0.02% | 3,605 | -1,943 | -35.0% | -$22.60万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $41.95万 | 0.02% | 1,765 | 1,765 | — | $41.95万 | 新建仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $42.11万 | 0.02% | 5,898 | -76 | -1.3% | -$5,426 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $42.24万 | 0.02% | 1,561 | -1,504 | -49.1% | -$40.70万 | 减仓 |
| VHT | VANGUARD WORLD FD | $42.39万 | 0.02% | 1,557 | -958 | -38.1% | -$26.08万 | 减仓 |
| UL | UNILEVER PLC | $43.12万 | 0.02% | 7,569 | -176 | -2.3% | -$1.00万 | 减仓 |
| — | ENDAVA PLC | $43.75万 | 0.02% | 98,975 | -6,800 | -6.4% | -$3.01万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $44.07万 | 0.02% | 1,304 | -436 | -25.1% | -$14.73万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $45.75万 | 0.02% | 5,604 | 1,427 | 34.2% | $11.65万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $46.07万 | 0.02% | 2,214 | -276 | -11.1% | -$5.74万 | 减仓 |