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 |
|---|---|---|---|---|---|---|---|---|
| ABCB | AMERIS BANCORP | $93.21万 | 0.04% | 11,952 | -522 | -4.2% | -$4.07万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $93.40万 | 0.04% | 4,371 | -841 | -16.1% | -$17.97万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $94.02万 | 0.04% | 3,367 | -445 | -11.7% | -$12.43万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $95.10万 | 0.04% | 15,970 | -60,373 | -79.1% | -$359.52万 | 减仓 |
| RWO | SPDR INDEX SHS FDS | $95.60万 | 0.04% | 20,887 | -4,220 | -16.8% | -$19.31万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.56万 | 0.04% | 2,857 | -1,916 | -40.1% | -$64.76万 | 减仓 |
| — | LAZARD ACTIVE ETF TR | $96.85万 | 0.04% | 36,135 | 21,978 | 155.2% | $58.91万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $97.44万 | 0.04% | 11,312 | 11,312 | — | $97.44万 | 新建仓 |
| NRG | NRG ENERGY INC | $97.84万 | 0.04% | 6,695 | 26 | 0.4% | $3,800 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $98.96万 | 0.04% | 7,446 | -1,209 | -14.0% | -$16.07万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $100.57万 | 0.04% | 26,578 | 2,696 | 11.3% | $10.20万 | 加仓 |
| ABBV | ABBVIE INC | $101.23万 | 0.04% | 4,654 | -1,752 | -27.3% | -$38.11万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $101.90万 | 0.04% | 30,265 | 9,522 | 45.9% | $32.06万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $102.15万 | 0.04% | 24,422 | -973 | -3.8% | -$4.07万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $103.43万 | 0.04% | 5,993 | -354 | -5.6% | -$6.11万 | 减仓 |
| EMR | EMERSON ELEC CO | $104.19万 | 0.04% | 7,952 | -5 | -0.1% | -$655 | 减仓 |
| — | BLACKROCK ETF TRUST II | $104.33万 | 0.04% | 32,562 | 974 | 3.1% | $3.12万 | 加仓 |
| IVE | ISHARES TR | $105.51万 | 0.04% | 4,997 | -2,819 | -36.1% | -$59.52万 | 减仓 |
| CRM | SALESFORCE INC | $106.04万 | 0.04% | 5,681 | -675 | -10.6% | -$12.60万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $106.10万 | 0.04% | 31,105 | 785 | 2.6% | $2.68万 | 加仓 |
| SDY | SPDR SERIES TRUST | $108.00万 | 0.04% | 7,400 | -151 | -2.0% | -$2.20万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $108.25万 | 0.04% | 23,017 | -1,073 | -4.5% | -$5.05万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $115.09万 | 0.05% | 6,945 | 312 | 4.7% | $5.17万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $115.55万 | 0.05% | 2,960 | 198 | 7.2% | $7.73万 | 加仓 |
| IEMG | ISHARES INC | $116.12万 | 0.05% | 16,648 | -1,676 | -9.1% | -$11.69万 | 减仓 |
| IJR | ISHARES TR | $116.37万 | 0.05% | 9,361 | -310 | -3.2% | -$3.85万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $116.87万 | 0.05% | 16,482 | 11,152 | 209.2% | $79.08万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $117.56万 | 0.05% | 30,599 | 3,392 | 12.5% | $13.03万 | 加仓 |
| DAL | DELTA AIR LINES INC | $117.81万 | 0.05% | 17,721 | -2,665 | -13.1% | -$17.72万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $119.04万 | 0.05% | 12,817 | -427 | -3.2% | -$3.97万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $119.18万 | 0.05% | 5,727 | -227 | -3.8% | -$4.72万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $120.31万 | 0.05% | 22,794 | 2,570 | 12.7% | $13.56万 | 加仓 |
| TFC | TRUIST FINL CORP | $120.33万 | 0.05% | 26,175 | -2,420 | -8.5% | -$11.12万 | 减仓 |
| BLK | BLACKROCK INC | $121.67万 | 0.05% | 1,265 | -60 | -4.5% | -$5.77万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $122.92万 | 0.05% | 7,435 | 499 | 7.2% | $8.25万 | 加仓 |
| CSCO | CISCO SYS INC | $124.15万 | 0.05% | 16,001 | -2,983 | -15.7% | -$23.15万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $125.08万 | 0.05% | 13,309 | 609 | 4.8% | $5.72万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $127.58万 | 0.05% | 23,905 | -224 | -0.9% | -$1.20万 | 减仓 |
| ASML | ASML HLDG NV | $127.75万 | 0.05% | 967 | -40 | -4.0% | -$5.28万 | 减仓 |
| IQLT | ISHARES TR | $129.30万 | 0.05% | 27,969 | -651 | -2.3% | -$3.01万 | 减仓 |
| NFLX | NETFLIX INC | $129.55万 | 0.05% | 13,473 | -5,400 | -28.6% | -$51.92万 | 减仓 |
| VGT | VANGUARD WORLD FD | $130.20万 | 0.05% | 1,866 | -14,284 | -88.4% | -$996.68万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $134.20万 | 0.05% | 20,942 | -493,709 | -95.9% | -$3,163.66万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $134.31万 | 0.05% | 40,057 | 868 | 2.2% | $2.91万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $136.63万 | 0.06% | 25,852 | -4,382 | -14.5% | -$23.16万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $137.84万 | 0.06% | 24,455 | 576 | 2.4% | $3.25万 | 加仓 |
| MGC | VANGUARD WORLD FD | $144.34万 | 0.06% | 6,107 | -42 | -0.7% | -$9,927 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $147.98万 | 0.06% | 9,230 | -355 | -3.7% | -$5.69万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $148.50万 | 0.06% | 1,756 | -128 | -6.8% | -$10.82万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $149.71万 | 0.06% | 25,225 | 2,921 | 13.1% | $17.34万 | 加仓 |
| ORCL | ORACLE CORP | $149.76万 | 0.06% | 10,180 | -2,473 | -19.5% | -$36.38万 | 减仓 |
| — | ISHARES TR | $152.08万 | 0.06% | 56,701 | -107,969 | -65.6% | -$289.60万 | 减仓 |
| — | HONEYWELL INTL INC | $152.28万 | 0.06% | 6,737 | -689 | -9.3% | -$15.57万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $153.33万 | 0.06% | 4,688 | 115 | 2.5% | $3.76万 | 加仓 |
| LIN | LINDE PLC | $155.18万 | 0.06% | 3,130 | -273 | -8.0% | -$13.53万 | 减仓 |
| BAC | BANK AMERICA CORP | $155.88万 | 0.06% | 31,975 | -2,228 | -6.5% | -$10.86万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $161.20万 | 0.07% | 7,924 | -182 | -2.2% | -$3.70万 | 减仓 |
| IWV | ISHARES TR | $163.27万 | 0.07% | 4,405 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $163.90万 | 0.07% | 71,539 | -24,086 | -25.2% | -$55.18万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $164.75万 | 0.07% | 26,382 | 1,995 | 8.2% | $12.46万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $166.08万 | 0.07% | 16,882 | -434 | -2.5% | -$4.27万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $168.17万 | 0.07% | 8,374 | 5,762 | 220.6% | $115.71万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $168.65万 | 0.07% | 49,646 | 49,646 | — | $168.65万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $168.92万 | 0.07% | 55,058 | -2,878 | -5.0% | -$8.83万 | 减仓 |
| — | WISDOMTREE TR | $169.32万 | 0.07% | 31,286 | -6,730 | -17.7% | -$36.42万 | 减仓 |
| GEV | GE VERNOVA INC | $169.43万 | 0.07% | 1,941 | -243 | -11.1% | -$21.21万 | 减仓 |
| ETN | EATON CORP PLC | $171.29万 | 0.07% | 4,789 | -22 | -0.5% | -$7,869 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $177.76万 | 0.07% | 19,163 | -173 | -0.9% | -$1.60万 | 减仓 |
| V | VISA INC | $179.95万 | 0.07% | 5,954 | -1,733 | -22.5% | -$52.38万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $180.46万 | 0.07% | 25,371 | 10,244 | 67.7% | $72.87万 | 加仓 |
| IEFA | ISHARES TR | $182.57万 | 0.07% | 20,168 | -1,459 | -6.7% | -$13.21万 | 减仓 |
| IWF | ISHARES TR | $183.19万 | 0.07% | 4,296 | -369 | -7.9% | -$15.74万 | 减仓 |
| GE | GE AEROSPACE | $192.29万 | 0.08% | 6,776 | -819 | -10.8% | -$23.24万 | 减仓 |
| MCK | MCKESSON CORP | $194.41万 | 0.08% | 2,247 | -178 | -7.3% | -$15.40万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $197.27万 | 0.08% | 46,483 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $203.25万 | 0.08% | 17,969 | -3,688 | -17.0% | -$41.72万 | 减仓 |
| DON | WISDOMTREE TR | $206.48万 | 0.08% | 39,301 | -6,965 | -15.1% | -$36.59万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $210.50万 | 0.09% | 14,390 | -333 | -2.3% | -$4.87万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $227.71万 | 0.09% | 24,127 | -125 | -0.5% | -$1.18万 | 减仓 |
| ACWX | ISHARES TR | $228.14万 | 0.09% | 33,320 | -569 | -1.7% | -$3.90万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $230.57万 | 0.09% | 68,541 | 4,013 | 6.2% | $13.50万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $239.11万 | 0.10% | 70,783 | -626 | -0.9% | -$2.11万 | 减仓 |
| SCZ | ISHARES TR | $240.13万 | 0.10% | 30,625 | -3,601 | -10.5% | -$28.24万 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $242.92万 | 0.10% | 44,474 | -1,601 | -3.5% | -$8.74万 | 减仓 |
| SO | SOUTHERN CO | $244.01万 | 0.10% | 25,281 | -3,668 | -12.7% | -$35.40万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $247.03万 | 0.10% | 61,991 | -388 | -0.6% | -$1.55万 | 减仓 |
| RTX | RTX CORPORATION | $248.86万 | 0.10% | 12,901 | -608 | -4.5% | -$11.73万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $253.90万 | 0.10% | 65,336 | 65,336 | — | $253.90万 | 新建仓 |
| JULW | AIM ETF PRODUCTS TRUST | $255.07万 | 0.10% | 65,719 | -2,000 | -3.0% | -$7.76万 | 减仓 |
| TSLA | TESLA INC | $267.34万 | 0.11% | 7,191 | -2,458 | -25.5% | -$91.38万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $274.15万 | 0.11% | 86,565 | -5,075 | -5.5% | -$16.07万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $274.50万 | 0.11% | 43,795 | 61 | 0.1% | $3,823 | 加仓 |
| CVX | CHEVRON CORPORATION | $275.22万 | 0.11% | 13,302 | -5,113 | -27.8% | -$105.79万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $277.73万 | 0.11% | 11,362 | -3,610 | -24.1% | -$88.24万 | 减仓 |
| LLY | ELI LILLY & CO | $281.81万 | 0.11% | 3,064 | -609 | -16.6% | -$56.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $281.90万 | 0.11% | 2,829 | -505 | -15.1% | -$50.32万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $283.02万 | 0.12% | 19,594 | -344 | -1.7% | -$4.97万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $285.07万 | 0.12% | 13,852 | -100,717 | -87.9% | -$2,072.73万 | 减仓 |
| SSB | SOUTHSTATE BK CORP | $289.16万 | 0.12% | 31,254 | 642 | 2.1% | $5.94万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $291.94万 | 0.12% | 62,235 | -7,342 | -10.6% | -$34.44万 | 减仓 |