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 |
|---|---|---|---|---|---|---|---|---|
| MDY | STATE STR SPDR S&P MIDCAP 40 | $46.68万 | 0.02% | 757 | 219 | 40.7% | $13.51万 | 加仓 |
| CB | CHUBB LTD SWITZ | $46.99万 | 0.02% | 1,442 | -186 | -11.4% | -$6.06万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $47.73万 | 0.02% | 1,579 | -1,253 | -44.2% | -$37.88万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $47.74万 | 0.02% | 3,425 | 496 | 16.9% | $6.91万 | 加仓 |
| AMAT | APPLIED MATLS INC | $47.92万 | 0.02% | 1,402 | -315 | -18.3% | -$10.77万 | 减仓 |
| IUSV | ISHARES TR | $48.39万 | 0.02% | 4,732 | 623 | 15.2% | $6.37万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $48.50万 | 0.02% | 21,800 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $48.65万 | 0.02% | 9,739 | -9,026 | -48.1% | -$45.09万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $48.65万 | 0.02% | 9,691 | -3,770 | -28.0% | -$18.93万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $49.05万 | 0.02% | 1,745 | 230 | 15.2% | $6.46万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $49.53万 | 0.02% | 5,860 | 328 | 5.9% | $2.77万 | 加仓 |
| EEMS | ISHARES INC | $49.58万 | 0.02% | 7,167 | 2,431 | 51.3% | $16.82万 | 加仓 |
| CI | THE CIGNA GROUP | $50.46万 | 0.02% | 1,892 | 239 | 14.5% | $6.37万 | 加仓 |
| MDT | MEDTRONIC PLC | $50.61万 | 0.02% | 5,841 | 272 | 4.9% | $2.36万 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $50.69万 | 0.02% | 13,894 | -334 | -2.3% | -$1.22万 | 减仓 |
| SHOP | SHOPIFY INC | $50.73万 | 0.02% | 4,277 | 54 | 1.3% | $6,406 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $50.80万 | 0.02% | 3,404 | -418 | -10.9% | -$6.24万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $50.92万 | 0.02% | 17,510 | 2,577 | 17.3% | $7.49万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $51.34万 | 0.02% | 14,820 | 14,820 | — | $51.34万 | 新建仓 |
| MO | ALTRIA GROUP INC | $51.54万 | 0.02% | 7,811 | 2,520 | 47.6% | $16.63万 | 加仓 |
| — | SKYWATER TECHNOLOGY INC | $51.83万 | 0.02% | 18,910 | -950 | -4.8% | -$2.60万 | 减仓 |
| ET | ENERGY TRANSFER L P | $52.44万 | 0.02% | 27,173 | -1,935 | -6.6% | -$3.73万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $52.62万 | 0.02% | 20,524 | 5,352 | 35.3% | $13.72万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $53.08万 | 0.02% | 2,039 | 375 | 22.5% | $9.76万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $53.44万 | 0.02% | 4,259 | 636 | 17.6% | $7.98万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $54.82万 | 0.02% | 26,683 | -425 | -1.6% | -$8,731 | 减仓 |
| IWD | ISHARES TR | $54.83万 | 0.02% | 2,566 | -647 | -20.1% | -$13.83万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $54.94万 | 0.02% | 13,167 | -1,250 | -8.7% | -$5.22万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $55.25万 | 0.02% | 1,106 | -422 | -27.6% | -$21.08万 | 减仓 |
| D | DOMINION ENERGY INC | $55.31万 | 0.02% | 8,948 | 556 | 6.6% | $3.44万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $55.82万 | 0.02% | 624 | 82 | 15.1% | $7.34万 | 加仓 |
| PFE | PFIZER INC | $56.02万 | 0.02% | 19,950 | 5,217 | 35.4% | $14.65万 | 加仓 |
| VO | VANGUARD INDEX FDS | $56.76万 | 0.02% | 1,976 | -293 | -12.9% | -$8.42万 | 减仓 |
| TDVG | T ROWE PRICE ETF INC | $56.78万 | 0.02% | 12,723 | -78 | -0.6% | -$3,481 | 减仓 |
| RY | ROYAL BK CDA | $56.96万 | 0.02% | 3,521 | -350 | -9.0% | -$5.66万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $58.36万 | 0.02% | 1,307 | 92 | 7.6% | $4.11万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $59.90万 | 0.02% | 2,087 | 325 | 18.4% | $9.33万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $60.23万 | 0.02% | 3,828 | -60 | -1.5% | -$9,441 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $60.68万 | 0.02% | 1,310 | 90 | 7.4% | $4.17万 | 加仓 |
| DHI | D R HORTON INC | $61.30万 | 0.02% | 4,467 | 175 | 4.1% | $2.40万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $61.32万 | 0.02% | 23,577 | -488 | -2.0% | -$1.27万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $61.46万 | 0.02% | 22,069 | 6,426 | 41.1% | $17.90万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $61.52万 | 0.03% | 8,126 | 1,265 | 18.4% | $9.58万 | 加仓 |
| MRK | MERCK & CO INC | $61.69万 | 0.03% | 5,129 | -17 | -0.3% | -$2,045 | 减仓 |
| COP | CONOCOPHILLIPS | $61.82万 | 0.03% | 4,683 | 1,185 | 33.9% | $15.64万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $62.01万 | 0.03% | 16,868 | -6,484 | -27.8% | -$23.84万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $63.18万 | 0.03% | 4,820 | 419 | 9.5% | $5.49万 | 加仓 |
| DOV | DOVER CORP | $63.31万 | 0.03% | 3,037 | 284 | 10.3% | $5.92万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $63.54万 | 0.03% | 4,992 | 682 | 15.8% | $8.68万 | 加仓 |
| DVY | ISHARES TR | $64.31万 | 0.03% | 4,247 | 100 | 2.4% | $1.51万 | 加仓 |
| FDX | FEDEX CORP | $64.35万 | 0.03% | 1,807 | 8 | 0.4% | $2,849 | 加仓 |
| BTU | PEABODY ENGR CORP | $64.61万 | 0.03% | 19,610 | -3,604 | -15.5% | -$11.88万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $64.69万 | 0.03% | 7,292 | -659 | -8.3% | -$5.85万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $65.03万 | 0.03% | 2,150 | -734 | -25.5% | -$22.20万 | 减仓 |
| — | NEOVOLTA INC | $65.96万 | 0.03% | 214,159 | -12,066 | -5.3% | -$3.72万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $66.31万 | 0.03% | 19,542 | -694 | -3.4% | -$2.35万 | 减仓 |
| SYK | STRYKER CORPORATION | $66.41万 | 0.03% | 2,021 | -255 | -11.2% | -$8.38万 | 减仓 |
| GLD | SPDR GOLD TR | $66.69万 | 0.03% | 1,550 | -318 | -17.0% | -$13.68万 | 减仓 |
| MOAT | VANECK ETF TRUST | $66.75万 | 0.03% | 6,903 | 4,694 | 212.5% | $45.39万 | 加仓 |
| BX | BLACKSTONE INC | $66.91万 | 0.03% | 5,819 | -222 | -3.7% | -$2.55万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $67.41万 | 0.03% | 26,855 | 1,427 | 5.6% | $3.58万 | 加仓 |
| CAT | CATERPILLAR INC | $67.71万 | 0.03% | 956 | 84 | 9.6% | $5.95万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $68.17万 | 0.03% | 14,107 | 919 | 7.0% | $4.44万 | 加仓 |
| IDXX | IDEXX LABS INC | $68.21万 | 0.03% | 1,214 | 1,214 | — | $68.21万 | 新建仓 |
| IWB | ISHARES TR | $68.65万 | 0.03% | 1,925 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $68.71万 | 0.03% | 1,137 | -172 | -13.1% | -$10.39万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $69.68万 | 0.03% | 15,273 | -11,822 | -43.6% | -$53.93万 | 减仓 |
| SMH | VANECK ETF TRUST | $71.23万 | 0.03% | 1,858 | 115 | 6.6% | $4.41万 | 加仓 |
| IBTK | ISHARES TR | $71.71万 | 0.03% | 36,363 | -22,739 | -38.5% | -$44.84万 | 减仓 |
| MCD | MCDONALDS CORP | $71.72万 | 0.03% | 2,307 | -578 | -20.0% | -$17.97万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $72.58万 | 0.03% | 21,641 | -1,043 | -4.6% | -$3.50万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $73.63万 | 0.03% | 16,017 | -125 | -0.8% | -$5,746 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $75.11万 | 0.03% | 6,755 | 3,477 | 106.1% | $38.66万 | 加仓 |
| IBHG | ISHARES TR | $75.55万 | 0.03% | 34,139 | 34,139 | — | $75.55万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $76.07万 | 0.03% | 11,304 | -16,760 | -59.7% | -$112.79万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $76.56万 | 0.03% | 4,819 | -237 | -4.7% | -$3.77万 | 减仓 |
| WFC | WELLS FARGO & CO | $79.82万 | 0.03% | 10,026 | -2,024 | -16.8% | -$16.11万 | 减仓 |
| IWR | ISHARES TR | $80.28万 | 0.03% | 8,257 | -41 | -0.5% | -$3,986 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $80.62万 | 0.03% | 32,572 | -66,863 | -67.2% | -$165.49万 | 减仓 |
| IWN | ISHARES TR | $80.86万 | 0.03% | 4,265 | 824 | 23.9% | $15.62万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $80.97万 | 0.03% | 4,283 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $83.06万 | 0.03% | 14,026 | -3,551 | -20.2% | -$21.03万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $83.45万 | 0.03% | 3,442 | -894 | -20.6% | -$21.67万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $85.12万 | 0.03% | 6,500 | -424 | -6.1% | -$5.55万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $86.10万 | 0.04% | 12,748 | 900 | 7.6% | $6.08万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $86.36万 | 0.04% | 2,502 | 217 | 9.5% | $7.49万 | 加仓 |
| T | AT&T INC | $87.23万 | 0.04% | 30,091 | -3,781 | -11.2% | -$10.96万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $89.36万 | 0.04% | 12,423 | 1,057 | 9.3% | $7.60万 | 加仓 |
| — | ISHARES ETHEREUM TR | $89.43万 | 0.04% | 56,496 | 17,257 | 44.0% | $27.32万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $89.58万 | 0.04% | 21,627 | 2,937 | 15.7% | $12.17万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $89.82万 | 0.04% | 23,348 | -415 | -1.7% | -$1.60万 | 减仓 |
| NOBL | PROSHARES TR | $89.84万 | 0.04% | 8,474 | 968 | 12.9% | $10.26万 | 加仓 |
| PEP | PEPSICO INC | $89.86万 | 0.04% | 5,786 | -1,908 | -24.8% | -$29.63万 | 减仓 |
| IJH | ISHARES TR | $91.30万 | 0.04% | 13,521 | -1,716 | -11.3% | -$11.59万 | 减仓 |
| EFG | ISHARES TR | $91.81万 | 0.04% | 8,243 | 935 | 12.8% | $10.41万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $92.01万 | 0.04% | 16,233 | -16,509 | -50.4% | -$93.57万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $92.59万 | 0.04% | 4,825 | 3,499 | 263.9% | $67.15万 | 加仓 |
| ARKK | ARK ETF TR | $92.70万 | 0.04% | 13,715 | -989 | -6.7% | -$6.68万 | 减仓 |
| IHI | ISHARES TR | $92.92万 | 0.04% | 17,417 | 17,417 | — | $92.92万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $93.19万 | 0.04% | 1,896 | 297 | 18.6% | $14.60万 | 加仓 |