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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $584.91万 | 0.17% | 26,656 | 25,253 | 1,799.9% | $554.12万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $582.60万 | 0.17% | 144,888 | 35,678 | 32.7% | $143.46万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $569.15万 | 0.16% | 73,053 | 69,691 | 2,072.9% | $542.96万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $543.19万 | 0.15% | 68,732 | 13,411 | 24.2% | $105.99万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $539.54万 | 0.15% | 49,264 | 17,698 | 56.1% | $193.83万 | 加仓 |
| SMH | VANECK ETF TRUST | $536.90万 | 0.15% | 8,186 | 6,328 | 340.6% | $415.03万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $523.13万 | 0.15% | 137,378 | -5,748 | -4.0% | -$21.89万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $515.00万 | 0.15% | 107,943 | -3,040 | -2.7% | -$14.50万 | 减仓 |
| — | EXXON MOBIL CORP | $514.77万 | 0.15% | 37,652 | 5,822 | 18.3% | $79.60万 | 加仓 |
| QQQ | INVESCO QQQ TR | $512.84万 | 0.15% | 6,964 | 503 | 7.8% | $37.04万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $503.08万 | 0.14% | 58,847 | -187,739 | -76.1% | -$1,604.98万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $489.29万 | 0.14% | 14,948 | 2,019 | 15.6% | $66.09万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $489.00万 | 0.14% | 84,021 | 33,918 | 67.7% | $197.40万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $488.66万 | 0.14% | 72,599 | 72,599 | — | $488.66万 | 新建仓 |
| TSLA | TESLA INC | $484.13万 | 0.14% | 11,510 | 4,319 | 60.1% | $181.66万 | 加仓 |
| IEMG | ISHARES INC | $482.63万 | 0.14% | 58,260 | 41,612 | 250.0% | $344.71万 | 加仓 |
| AVGO | BROADCOM INC | $477.54万 | 0.14% | 12,642 | 2,966 | 30.7% | $112.04万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $476.44万 | 0.14% | 24,847 | 1,963 | 8.6% | $37.64万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $470.03万 | 0.13% | 107,412 | 7,764 | 7.8% | $33.98万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $467.76万 | 0.13% | 79,308 | 63,338 | 396.6% | $373.57万 | 加仓 |
| ARKQ | ARK ETF TR | $466.61万 | 0.13% | 35,291 | 4,382 | 14.2% | $57.94万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $466.32万 | 0.13% | 24,828 | 701 | 2.9% | $13.17万 | 加仓 |
| META | META PLATFORMS INC | $463.50万 | 0.13% | 8,228 | 1,154 | 16.3% | $65.01万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $461.68万 | 0.13% | 128,708 | 57,925 | 81.8% | $207.78万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $453.32万 | 0.13% | 81,066 | 66,246 | 447.0% | $370.45万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $449.45万 | 0.13% | 120,625 | 29,674 | 32.6% | $110.57万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $447.89万 | 0.13% | 7,710 | -214 | -2.7% | -$12.43万 | 减仓 |
| WMT | WALMART INC | $447.44万 | 0.13% | 39,505 | 1,306 | 3.4% | $14.79万 | 加仓 |
| LLY | ELI LILLY & CO | $431.61万 | 0.12% | 3,598 | 534 | 17.4% | $64.06万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $421.93万 | 0.12% | 49,257 | 1,085 | 2.3% | $9.29万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $407.33万 | 0.12% | 75,403 | 52,609 | 230.8% | $284.19万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $398.36万 | 0.11% | 15,685 | 4,323 | 38.0% | $109.79万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $396.53万 | 0.11% | 87,457 | 87,457 | — | $396.53万 | 新建仓 |
| IWB | ISHARES TR | $393.82万 | 0.11% | 9,617 | 7,692 | 399.6% | $314.99万 | 加仓 |
| PWRD | TCW ETF TRUST | $380.39万 | 0.11% | 30,936 | 30,936 | — | $380.39万 | 新建仓 |
| PAVE | GLOBAL X FDS | $379.32万 | 0.11% | 64,378 | 64,378 | — | $379.32万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $379.30万 | 0.11% | 46,290 | 29,808 | 180.9% | $244.24万 | 加仓 |
| MINT | PIMCO ETF TR | $373.21万 | 0.11% | 37,022 | 34,919 | 1,660.4% | $352.01万 | 加仓 |
| IVW | ISHARES TR | $367.89万 | 0.10% | 26,750 | 8,781 | 48.9% | $120.77万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $361.55万 | 0.10% | 24,655 | 5,061 | 25.8% | $74.22万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $352.40万 | 0.10% | 152,354 | 152,354 | — | $352.40万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $349.20万 | 0.10% | 10,240 | 1,010 | 10.9% | $34.44万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $343.53万 | 0.10% | 103,443 | 16,878 | 19.5% | $56.05万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $342.31万 | 0.10% | 118,200 | 91,345 | 340.1% | $264.53万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $340.87万 | 0.10% | 3,644 | 815 | 28.8% | $76.24万 | 加仓 |
| AMGN | AMGEN INC | $339.66万 | 0.10% | 9,380 | 556 | 6.3% | $20.13万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $337.97万 | 0.10% | 65,270 | 3,035 | 4.9% | $15.72万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $326.23万 | 0.09% | 42,133 | -4,369 | -9.4% | -$33.83万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $325.83万 | 0.09% | 43,077 | 39,993 | 1,296.8% | $302.51万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $325.35万 | 0.09% | 20,385 | -86,829 | -81.0% | -$1,385.80万 | 减仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $322.27万 | 0.09% | 70,412 | 65,111 | 1,228.3% | $298.01万 | 加仓 |
| CVX | CHEVRON CORPORATION | $317.62万 | 0.09% | 19,161 | 5,859 | 44.0% | $97.12万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $315.19万 | 0.09% | 118,940 | 118,940 | — | $315.19万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $314.23万 | 0.09% | 31,455 | 201 | 0.6% | $2.01万 | 加仓 |
| SO | SOUTHERN CO | $305.92万 | 0.09% | 31,963 | 6,682 | 26.4% | $63.95万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $302.73万 | 0.09% | 36,766 | 11,395 | 44.9% | $93.83万 | 加仓 |
| SCZ | ISHARES TR | $293.17万 | 0.08% | 35,635 | 5,010 | 16.4% | $41.22万 | 加仓 |
| GE | GE AEROSPACE | $289.85万 | 0.08% | 7,756 | 980 | 14.5% | $36.62万 | 加仓 |
| CSCO | CISCO SYS INC | $288.49万 | 0.08% | 24,560 | 8,559 | 53.5% | $100.54万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $286.99万 | 0.08% | 62,038 | 47 | 0.1% | $2,174 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $263.84万 | 0.07% | 66,493 | 66,493 | — | $263.84万 | 新建仓 |
| NAPR | INNOVATOR ETFS TRUST | $258.53万 | 0.07% | 43,671 | -803 | -1.8% | -$4.75万 | 减仓 |
| RTX | RTX CORPORATION | $254.55万 | 0.07% | 13,416 | 515 | 4.0% | $9.77万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $253.60万 | 0.07% | 62,126 | -3,593 | -5.5% | -$14.67万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $250.66万 | 0.07% | 73,144 | 73,144 | — | $250.66万 | 新建仓 |
| EMXC | ISHARES INC | $247.63万 | 0.07% | 24,206 | -103,154 | -81.0% | -$1,055.28万 | 减仓 |
| DON | WISDOMTREE TR | $245.34万 | 0.07% | 43,408 | 4,107 | 10.5% | $23.21万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $242.65万 | 0.07% | 66,516 | -2,025 | -3.0% | -$7.39万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $237.06万 | 0.07% | 4,964 | 2,107 | 73.7% | $100.62万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $235.50万 | 0.07% | 65,472 | -31,954 | -32.8% | -$114.94万 | 减仓 |
| IWF | ISHARES TR | $233.14万 | 0.07% | 18,776 | 1,592 | 9.3% | $19.77万 | 加仓 |
| GEV | GE VERNOVA INC | $232.89万 | 0.07% | 1,982 | 41 | 2.1% | $4.82万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $231.43万 | 0.07% | 19,836 | 5,446 | 37.8% | $63.54万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $229.02万 | 0.06% | 1,984 | 680 | 52.1% | $78.50万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $228.18万 | 0.06% | 49,647 | 49,647 | — | $228.18万 | 新建仓 |
| ABBV | ABBVIE INC | $227.71万 | 0.06% | 9,049 | 4,395 | 94.4% | $110.59万 | 加仓 |
| ORCL | ORACLE CORP | $224.93万 | 0.06% | 15,348 | 5,168 | 50.8% | $75.74万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $223.95万 | 0.06% | 32,038 | 5,656 | 21.4% | $39.54万 | 加仓 |
| ETN | EATON CORP PLC | $218.26万 | 0.06% | 5,122 | 333 | 7.0% | $14.19万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $217.12万 | 0.06% | 5,010 | 639 | 14.6% | $27.69万 | 加仓 |
| ASML | ASML HLDG NV | $216.48万 | 0.06% | 1,088 | 121 | 12.5% | $24.08万 | 加仓 |
| V | VISA INC | $216.44万 | 0.06% | 6,308 | 354 | 5.9% | $12.15万 | 加仓 |
| GOVT | ISHARES TR | $208.86万 | 0.06% | 91,687 | 20,148 | 28.2% | $45.90万 | 加仓 |
| BAC | BANK OF AMER CORP | $207.50万 | 0.06% | 36,416 | 4,441 | 13.9% | $25.30万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $204.16万 | 0.06% | 56,507 | 38,997 | 222.7% | $140.90万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $191.86万 | 0.05% | 28,851 | 3,626 | 14.4% | $24.11万 | 加仓 |
| — | WISDOMTREE TR | $191.57万 | 0.05% | 34,027 | 2,741 | 8.8% | $15.43万 | 加仓 |
| IWV | ISHARES TR | $187.82万 | 0.05% | 4,405 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $185.22万 | 0.05% | 4,998 | 310 | 6.6% | $11.49万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $183.08万 | 0.05% | 17,030 | 148 | 0.9% | $1.59万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $179.28万 | 0.05% | 56,538 | 1,480 | 2.7% | $4.69万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $178.95万 | 0.05% | 48,680 | 22,102 | 83.2% | $81.25万 | 加仓 |
| MCK | MCKESSON CORP | $174.81万 | 0.05% | 2,314 | 67 | 3.0% | $5.06万 | 加仓 |
| LIN | LINDE PLC | $174.47万 | 0.05% | 3,362 | 232 | 7.4% | $12.04万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $174.21万 | 0.05% | 9,630 | 2,195 | 29.5% | $39.71万 | 加仓 |
| GPN | GLOBAL PMTS INC | $173.72万 | 0.05% | 23,941 | 12,637 | 111.8% | $91.70万 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $172.44万 | 0.05% | 65,344 | 58,070 | 798.3% | $153.25万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $171.76万 | 0.05% | 2,251 | -709 | -24.0% | -$54.10万 | 减仓 |
| IQDF | FLEXSHARES TR | $171.46万 | 0.05% | 49,613 | 49,613 | — | $171.46万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $171.00万 | 0.05% | 18,258 | 537 | 3.0% | $5.03万 | 加仓 |