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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | $86.81万 | 0.02% | 6,858 | 358 | 5.5% | $4.53万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $87.20万 | 0.02% | 1,698 | 592 | 53.5% | $30.40万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $90.33万 | 0.03% | 15,663 | 1,556 | 11.0% | $8.97万 | 加仓 |
| NOBL | PROSHARES TR | $91.10万 | 0.03% | 16,222 | -726 | -4.3% | -$4.08万 | 减仓 |
| — | ARK 21SHARES BITCOIN ETF | $91.12万 | 0.03% | 46,825 | 46,825 | — | $91.12万 | 新建仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $91.27万 | 0.03% | 22,310 | -1,038 | -4.4% | -$4.25万 | 减仓 |
| WFC | WELLS FARGO & CO | $91.35万 | 0.03% | 11,054 | 1,028 | 10.3% | $8.50万 | 加仓 |
| ARKK | ARK ETF TR | $91.43万 | 0.03% | 11,313 | -2,402 | -17.5% | -$19.41万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $92.38万 | 0.03% | 31,084 | 23,733 | 322.9% | $70.53万 | 重新持有 |
| J | JACOBS SOLUTIONS INC | $94.14万 | 0.03% | 7,471 | 2,479 | 49.7% | $31.24万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $95.12万 | 0.03% | 29,754 | -10,303 | -25.7% | -$32.94万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $95.69万 | 0.03% | 19,050 | 9,311 | 95.6% | $46.77万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $95.83万 | 0.03% | 5,795 | -25,353 | -81.4% | -$419.26万 | 减仓 |
| BX | BLACKSTONE INC | $96.17万 | 0.03% | 8,173 | 2,354 | 40.5% | $27.70万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $96.54万 | 0.03% | 4,039 | 3,080 | 321.2% | $73.62万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $97.56万 | 0.03% | 7,617 | 862 | 12.8% | $11.04万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $99.21万 | 0.03% | 21,648 | 21 | 0.1% | $962 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $99.36万 | 0.03% | 2,938 | 788 | 36.7% | $26.65万 | 加仓 |
| IWR | ISHARES TR | $99.94万 | 0.03% | 9,059 | 802 | 9.7% | $8.85万 | 加仓 |
| SGOV | ISHARES TR | $100.16万 | 0.03% | 9,949 | 9,949 | — | $100.16万 | 新建仓 |
| ICSH | ISHARES TR | $100.16万 | 0.03% | 19,802 | 19,802 | — | $100.16万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $100.38万 | 0.03% | 6,137 | 144 | 2.4% | $2.36万 | 加仓 |
| DSI | ISHARES TR | $100.60万 | 0.03% | 7,065 | 4,300 | 155.5% | $61.23万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $100.77万 | 0.03% | 20,915 | -2,102 | -9.1% | -$10.13万 | 减仓 |
| ISHG | ISHARES TR | $101.42万 | 0.03% | 13,660 | 13,660 | — | $101.42万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $101.59万 | 0.03% | 4,677 | -142 | -2.9% | -$3.08万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $102.10万 | 0.03% | 4,237 | -46 | -1.1% | -$1.11万 | 减仓 |
| ABCB | AMERIS BANCORP | $102.54万 | 0.03% | 11,361 | -591 | -4.9% | -$5.33万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $103.33万 | 0.03% | 14,320 | 1,897 | 15.3% | $13.69万 | 加仓 |
| EFG | ISHARES TR | $103.91万 | 0.03% | 8,351 | 108 | 1.3% | $1.34万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $104.38万 | 0.03% | 2,854 | 1,275 | 80.7% | $46.63万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $105.33万 | 0.03% | 24,366 | -56 | -0.2% | -$2,421 | 减仓 |
| IHI | ISHARES TR | $106.32万 | 0.03% | 21,518 | 4,101 | 23.5% | $20.26万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $107.52万 | 0.03% | 4,329 | 962 | 28.6% | $23.89万 | 加仓 |
| IJH | ISHARES TR | $107.77万 | 0.03% | 13,977 | 456 | 3.4% | $3.52万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $107.88万 | 0.03% | 21,701 | 814 | 3.9% | $4.05万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $109.24万 | 0.03% | 15,605 | 2,857 | 22.4% | $20.00万 | 加仓 |
| SDY | SPDR SERIES TRUST | $109.40万 | 0.03% | 7,189 | -211 | -2.9% | -$3.21万 | 减仓 |
| — | ISHARES INC | $111.20万 | 0.03% | 25,210 | 25,210 | — | $111.20万 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $112.28万 | 0.03% | 16,620 | 2,594 | 18.5% | $17.53万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $113.48万 | 0.03% | 4,035 | 593 | 17.2% | $16.68万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $114.27万 | 0.03% | 31,282 | 31,282 | — | $114.27万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $116.69万 | 0.03% | 7,522 | 7,522 | — | $116.69万 | 新建仓 |
| IWN | ISHARES TR | $117.75万 | 0.03% | 5,323 | 1,058 | 24.8% | $23.40万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $119.79万 | 0.03% | 33,221 | 33,221 | — | $119.79万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $120.94万 | 0.03% | 5,684 | 859 | 17.8% | $18.28万 | 加仓 |
| KLAC | KLA CORP | $122.76万 | 0.03% | 4,069 | 3,734 | 1,114.6% | $112.66万 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $123.32万 | 0.03% | 4,140 | 701 | 20.4% | $20.88万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $123.48万 | 0.04% | 13,383 | 74 | 0.6% | $6,828 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $124.32万 | 0.04% | 31,072 | 31,072 | — | $124.32万 | 新建仓 |
| TFC | TRUIST FINL CORP | $125.19万 | 0.04% | 25,129 | -1,046 | -4.0% | -$5.21万 | 减仓 |
| IBTJ | ISHARES TR | $125.36万 | 0.04% | 57,901 | -107,355 | -65.0% | -$232.42万 | 减仓 |
| AMAT | APPLIED MATLS INC | $125.73万 | 0.04% | 1,739 | 337 | 24.0% | $24.37万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $126.84万 | 0.04% | 30,394 | 13,526 | 80.2% | $56.44万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $130.14万 | 0.04% | 24,467 | -1,385 | -5.4% | -$7.37万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $134.25万 | 0.04% | 15,296 | 2,479 | 19.3% | $21.76万 | 加仓 |
| DVY | ISHARES TR | $136.53万 | 0.04% | 8,735 | 4,488 | 105.7% | $70.15万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $136.91万 | 0.04% | 13,572 | 2,260 | 20.0% | $22.80万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $136.98万 | 0.04% | 52,222 | 52,222 | — | $136.98万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $137.41万 | 0.04% | 5,581 | -146 | -2.5% | -$3.59万 | 减仓 |
| AGG | ISHARES TR | $137.82万 | 0.04% | 13,924 | 11,376 | 446.5% | $112.60万 | 加仓 |
| — | LAZARD ACTIVE ETF TR | $138.97万 | 0.04% | 50,169 | 14,034 | 38.8% | $38.87万 | 加仓 |
| XAR | SPDR SERIES TRUST | $139.61万 | 0.04% | 4,920 | 4,920 | — | $139.61万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $142.55万 | 0.04% | 8,070 | 1,125 | 16.2% | $19.87万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $144.69万 | 0.04% | 24,515 | 610 | 2.6% | $3.60万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $144.84万 | 0.04% | 23,166 | -1,289 | -5.3% | -$8.06万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $145.22万 | 0.04% | 47,675 | 47,675 | — | $145.22万 | 新建仓 |
| NFLX | NETFLIX INC | $148.22万 | 0.04% | 20,759 | 7,286 | 54.1% | $52.02万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $150.15万 | 0.04% | 1,485 | -271 | -15.4% | -$27.40万 | 减仓 |
| IQLT | ISHARES TR | $150.58万 | 0.04% | 30,390 | 2,421 | 8.7% | $12.00万 | 加仓 |
| EMR | EMERSON ELEC CO | $152.20万 | 0.04% | 10,632 | 2,680 | 33.7% | $38.37万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $160.15万 | 0.05% | 8,406 | 960 | 12.9% | $18.29万 | 加仓 |
| MGC | VANGUARD WORLD FD | $161.93万 | 0.05% | 5,918 | -189 | -3.1% | -$5.17万 | 减仓 |
| IJR | ISHARES TR | $163.03万 | 0.05% | 10,993 | 1,632 | 17.4% | $24.20万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $163.34万 | 0.05% | 46,483 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $164.35万 | 0.05% | 7,238 | 2,241 | 44.8% | $50.88万 | 加仓 |
| CAT | CATERPILLAR INC | $165.39万 | 0.05% | 1,553 | 597 | 62.4% | $63.58万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $166.10万 | 0.05% | 17,686 | -1,477 | -7.7% | -$13.87万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $166.85万 | 0.05% | 47,630 | 17,365 | 57.4% | $60.83万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $167.51万 | 0.05% | 13,796 | 13,796 | — | $167.51万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $171.00万 | 0.05% | 18,258 | 537 | 3.0% | $5.03万 | 加仓 |
| IQDF | FLEXSHARES TR | $171.46万 | 0.05% | 49,613 | 49,613 | — | $171.46万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $171.76万 | 0.05% | 2,251 | -709 | -24.0% | -$54.10万 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $172.44万 | 0.05% | 65,344 | 58,070 | 798.3% | $153.25万 | 加仓 |
| GPN | GLOBAL PMTS INC | $173.72万 | 0.05% | 23,941 | 12,637 | 111.8% | $91.70万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $174.21万 | 0.05% | 9,630 | 2,195 | 29.5% | $39.71万 | 加仓 |
| LIN | LINDE PLC | $174.47万 | 0.05% | 3,362 | 232 | 7.4% | $12.04万 | 加仓 |
| MCK | MCKESSON CORP | $174.81万 | 0.05% | 2,314 | 67 | 3.0% | $5.06万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $178.95万 | 0.05% | 48,680 | 22,102 | 83.2% | $81.25万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $179.28万 | 0.05% | 56,538 | 1,480 | 2.7% | $4.69万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $183.08万 | 0.05% | 17,030 | 148 | 0.9% | $1.59万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $185.22万 | 0.05% | 4,998 | 310 | 6.6% | $11.49万 | 加仓 |
| IWV | ISHARES TR | $187.82万 | 0.05% | 4,405 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $191.57万 | 0.05% | 34,027 | 2,741 | 8.8% | $15.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $191.86万 | 0.05% | 28,851 | 3,626 | 14.4% | $24.11万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $204.16万 | 0.06% | 56,507 | 38,997 | 222.7% | $140.90万 | 加仓 |
| BAC | BANK OF AMER CORP | $207.50万 | 0.06% | 36,416 | 4,441 | 13.9% | $25.30万 | 加仓 |
| GOVT | ISHARES TR | $208.86万 | 0.06% | 91,687 | 20,148 | 28.2% | $45.90万 | 加仓 |
| V | VISA INC | $216.44万 | 0.06% | 6,308 | 354 | 5.9% | $12.15万 | 加仓 |
| ASML | ASML HLDG NV | $216.48万 | 0.06% | 1,088 | 121 | 12.5% | $24.08万 | 加仓 |