BIP Wealth, LLC
ATLANTA GA · SEC CIK 0001590214
$35.24亿2026Q2 申报市值
560持仓数
40.1%前十大占比 · 第一大 10.7%
100 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$1.12亿
DIMENSIONAL ETF 加仓+$4,265.98万
VEA 加仓+$4,026.11万
SCHF 加仓+$3,413.06万
DFAX 加仓+$2,901.94万
2026Q2 卖出最多 按季末市值估算
SCHG 减仓-$2,268.16万
VXUS 减仓-$1,604.98万
QQEW 减仓-$1,385.80万
EMXC 减仓-$1,055.28万
VIG 减仓-$1,052.77万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | $46.85万 | 0.01% | 10,299 | -4,974 | -32.6% | -$22.63万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $47.03万 | 0.01% | 1,552 | -213 | -12.1% | -$6.45万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $47.46万 | 0.01% | 4,290 | 1,109 | 34.9% | $12.27万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $48.07万 | 0.01% | 5,931 | 5 | 0.1% | $405 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $48.24万 | 0.01% | 3,866 | 162 | 4.4% | $2.02万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $48.40万 | 0.01% | 21,800 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $48.94万 | 0.01% | 1,879 | 555 | 41.9% | $14.45万 | 加仓 |
| PWR | QUANTA SVCS INC | $49.50万 | 0.01% | 687 | 181 | 35.8% | $13.04万 | 加仓 |
| SYK | STRYKER CORPORATION | $50.19万 | 0.01% | 1,594 | -427 | -21.1% | -$13.44万 | 减仓 |
| APP | APPLOVIN CORP | $50.23万 | 0.01% | 975 | 975 | — | $50.23万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $50.43万 | 0.01% | 2,078 | 333 | 19.1% | $8.08万 | 加仓 |
| CB | CHUBB LIMITED | $51.79万 | 0.01% | 1,520 | 78 | 5.4% | $2.66万 | 加仓 |
| IWO | ISHARES TR | $52.24万 | 0.01% | 1,326 | 1,326 | — | $52.24万 | 新建仓 |
| OKE | ONEOK INC NEW | $52.34万 | 0.01% | 6,020 | 3,726 | 162.4% | $32.40万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $52.37万 | 0.01% | 3,076 | -328 | -9.6% | -$5.58万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $52.83万 | 0.01% | 751 | -6 | -0.8% | -$4,221 | 减仓 |
| SHOP | SHOPIFY INC | $52.89万 | 0.02% | 4,632 | 355 | 8.3% | $4.05万 | 加仓 |
| CI | THE CIGNA GROUP | $52.95万 | 0.02% | 1,921 | 29 | 1.5% | $7,993 | 加仓 |
| JANW | AIM ETF PRODUCTS TRUST | $53.53万 | 0.02% | 13,842 | -52 | -0.4% | -$2,011 | 减仓 |
| CSHI | NEOS ETF TRUST | $54.10万 | 0.02% | 10,861 | 10,861 | — | $54.10万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $54.16万 | 0.02% | 4,618 | 1,306 | 39.4% | $15.32万 | 加仓 |
| EEMS | ISHARES INC | $54.31万 | 0.02% | 7,157 | -10 | -0.1% | -$759 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $54.87万 | 0.02% | 1,639 | 122 | 8.0% | $4.08万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $55.40万 | 0.02% | 18,344 | 3,640 | 24.8% | $10.99万 | 加仓 |
| NOW | SERVICENOW INC | $55.51万 | 0.02% | 5,591 | 5,591 | — | $55.51万 | 新建仓 |
| GLW | CORNING INC | $55.71万 | 0.02% | 2,181 | 2,181 | — | $55.71万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $55.88万 | 0.02% | 16,119 | -159 | -1.0% | -$5,513 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $56.08万 | 0.02% | 6,148 | 1,261 | 25.8% | $11.50万 | 加仓 |
| COP | CONOCOPHILLIPS | $56.24万 | 0.02% | 5,409 | 726 | 15.5% | $7.55万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $57.01万 | 0.02% | 12,493 | -674 | -5.1% | -$3.08万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $57.10万 | 0.02% | 4,520 | 1,095 | 32.0% | $13.83万 | 加仓 |
| GLD | SPDR GOLD TR | $57.29万 | 0.02% | 1,555 | 5 | 0.3% | $1,842 | 加仓 |
| IYW | ISHARES TR | $57.84万 | 0.02% | 2,293 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $57.85万 | 0.02% | 2,263 | 1,246 | 122.5% | $31.85万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $58.01万 | 0.02% | 9,063 | 9,063 | — | $58.01万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $58.87万 | 0.02% | 5,971 | 111 | 1.9% | $1.09万 | 加仓 |
| FDX | FEDEX CORP | $59.00万 | 0.02% | 1,884 | 77 | 4.3% | $2.41万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $59.05万 | 0.02% | 743 | 369 | 98.7% | $29.33万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $59.50万 | 0.02% | 4,782 | 292 | 6.5% | $3.63万 | 重新持有 |
| PFE | PFIZER INC | $61.44万 | 0.02% | 25,514 | 5,564 | 27.9% | $13.40万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $62.51万 | 0.02% | 12,748 | 25 | 0.2% | $1,226 | 加仓 |
| — | SKYWATER TECHNOLOGY INC | $62.62万 | 0.02% | 17,984 | -926 | -4.9% | -$3.22万 | 减仓 |
| URA | GLOBAL X FDS | $62.83万 | 0.02% | 14,377 | 14,377 | — | $62.83万 | 新建仓 |
| SPIP | SPDR SERIES TRUST | $63.72万 | 0.02% | 24,812 | 1,235 | 5.2% | $3.17万 | 加仓 |
| C | CITIGROUP INC | $64.06万 | 0.02% | 4,577 | 908 | 24.7% | $12.71万 | 加仓 |
| IUSV | ISHARES TR | $64.20万 | 0.02% | 5,829 | 1,097 | 23.2% | $12.08万 | 加仓 |
| AGX | ARGAN INC | $64.29万 | 0.02% | 805 | 40 | 5.2% | $3.19万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $65.17万 | 0.02% | 2,282 | 68 | 3.1% | $1.94万 | 加仓 |
| IBTK | ISHARES TR | $65.62万 | 0.02% | 33,580 | -2,783 | -7.7% | -$5.44万 | 减仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $66.02万 | 0.02% | 28,202 | 28,202 | — | $66.02万 | 新建仓 |
| IDXX | IDEXX LABS INC | $66.23万 | 0.02% | 1,258 | 44 | 3.6% | $2.32万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $66.27万 | 0.02% | 2,673 | -5,701 | -68.1% | -$141.35万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $66.97万 | 0.02% | 7,817 | -309 | -3.8% | -$2.65万 | 减仓 |
| — | NEOVOLTA INC | $67.46万 | 0.02% | 214,159 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $67.48万 | 0.02% | 2,145 | 58 | 2.8% | $1.82万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $67.95万 | 0.02% | 20,307 | -1,334 | -6.2% | -$4.46万 | 减仓 |
| CRM | SALESFORCE INC | $68.35万 | 0.02% | 4,363 | -1,318 | -23.2% | -$20.65万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $68.74万 | 0.02% | 19,096 | -446 | -2.3% | -$1.61万 | 减仓 |
| REMX | VANECK ETF TRUST | $69.11万 | 0.02% | 7,809 | 7,809 | — | $69.11万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $69.22万 | 0.02% | 1,325 | 15 | 1.1% | $7,836 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $69.93万 | 0.02% | 14,326 | -1,691 | -10.6% | -$8.25万 | 减仓 |
| DE | DEERE & CO | $70.24万 | 0.02% | 1,107 | 479 | 76.3% | $30.39万 | 加仓 |
| ILCG | ISHARES TR | $70.68万 | 0.02% | 6,040 | 6,040 | — | $70.68万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $71.05万 | 0.02% | 7,235 | 7,235 | — | $71.05万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $71.27万 | 0.02% | 1,399 | 262 | 23.0% | $13.35万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $71.34万 | 0.02% | 3,227 | 3,227 | — | $71.34万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $71.45万 | 0.02% | 731 | 107 | 17.1% | $10.46万 | 加仓 |
| MOAT | VANECK ETF TRUST | $71.76万 | 0.02% | 6,903 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $71.98万 | 0.02% | 3,478 | -43 | -1.2% | -$8,900 | 减仓 |
| IWS | ISHARES TR | $72.02万 | 0.02% | 4,376 | 4,376 | — | $72.02万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $72.04万 | 0.02% | 3,891 | 63 | 1.6% | $1.17万 | 加仓 |
| HON | HONEYWELL INTL INC | $72.25万 | 0.02% | 3,227 | -3,510 | -52.1% | -$78.59万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $72.60万 | 0.02% | 1,747 | 186 | 11.9% | $7.73万 | 加仓 |
| T | AT&T INC | $73.14万 | 0.02% | 35,334 | 5,243 | 17.4% | $10.85万 | 加仓 |
| PEP | PEPSICO INC | $73.26万 | 0.02% | 5,411 | -375 | -6.5% | -$5.08万 | 减仓 |
| BLK | BLACKROCK INC | $73.56万 | 0.02% | 765 | -500 | -39.5% | -$48.08万 | 减仓 |
| VO | VANGUARD INDEX FDS | $73.68万 | 0.02% | 9,144 | 1,240 | 15.7% | $9.99万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.02% | 1 | 1 | — | $74.89万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $75.71万 | 0.02% | 2,605 | 103 | 4.1% | $2.99万 | 加仓 |
| SOXX | ISHARES TR | $75.80万 | 0.02% | 1,183 | 549 | 86.6% | $35.18万 | 加仓 |
| DHI | D R HORTON INC | $76.41万 | 0.02% | 4,691 | 224 | 5.0% | $3.65万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $76.93万 | 0.02% | 27,593 | 27,593 | — | $76.93万 | 新建仓 |
| MLRG | ISHARES TR | $77.65万 | 0.02% | 7,492 | 7,492 | — | $77.65万 | 新建仓 |
| INTC | INTEL CORP | $77.71万 | 0.02% | 5,566 | 5,566 | — | $77.71万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $77.75万 | 0.02% | 5,683 | 863 | 17.9% | $11.81万 | 加仓 |
| MO | ALTRIA GROUP INC | $78.54万 | 0.02% | 10,916 | 3,105 | 39.8% | $22.34万 | 加仓 |
| TXN | TEXAS INSTRS INC | $79.64万 | 0.02% | 2,672 | 1,374 | 105.9% | $40.95万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $80.13万 | 0.02% | 8,309 | 1,017 | 13.9% | $9.81万 | 加仓 |
| ET | ENERGY TRANSFER L P | $80.44万 | 0.02% | 42,069 | 14,896 | 54.8% | $28.48万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $80.44万 | 0.02% | 25,719 | 25,719 | — | $80.44万 | 新建仓 |
| IBHG | ISHARES TR | $82.18万 | 0.02% | 37,217 | 3,078 | 9.0% | $6.80万 | 加仓 |
| IWP | ISHARES TR | $82.32万 | 0.02% | 5,622 | 5,622 | — | $82.32万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $82.59万 | 0.02% | 14,691 | 14,691 | — | $82.59万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $83.38万 | 0.02% | 6,277 | 6,277 | — | $83.38万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $84.65万 | 0.02% | 25,429 | -5,170 | -16.9% | -$17.21万 | 减仓 |
| MRK | MERCK & CO INC | $85.01万 | 0.02% | 6,615 | 1,486 | 29.0% | $19.10万 | 加仓 |
| NUE | NUCOR CORP | $85.22万 | 0.02% | 3,826 | -798 | -17.3% | -$17.77万 | 重新持有 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $85.54万 | 0.02% | 15,146 | -1,087 | -6.7% | -$6.14万 | 减仓 |
| MCD | MCDONALDS CORP | $86.23万 | 0.02% | 3,190 | 883 | 38.3% | $23.87万 | 加仓 |
| NRG | NRG ENERGY INC | $86.55万 | 0.02% | 5,926 | -769 | -11.5% | -$11.23万 | 减仓 |