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 |
|---|---|---|---|---|---|---|---|---|
| — | THRIVE SERIES TRUST | $41.21万 | 0.01% | 17,007 | 8,757 | 106.1% | $21.22万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $41.09万 | 0.01% | 5,298 | -600 | -10.2% | -$4.65万 | 减仓 |
| DIS | DISNEY WALT CO | $40.44万 | 0.01% | 4,202 | 1,146 | 37.5% | $11.03万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $40.43万 | 0.01% | 8,779 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $40.24万 | 0.01% | 2,369 | 2,369 | — | $40.24万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $39.94万 | 0.01% | 2,135 | 22 | 1.0% | $4,116 | 加仓 |
| IXUS | ISHARES TR | $39.75万 | 0.01% | 4,165 | -29 | -0.7% | -$2,768 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $39.16万 | 0.01% | 7,304 | 1,435 | 24.5% | $7.69万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $38.59万 | 0.01% | 6,671 | -188 | -2.7% | -$1.09万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $38.17万 | 0.01% | 9,046 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $38.11万 | 0.01% | 9,002 | -689 | -7.1% | -$2.92万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $37.73万 | 0.01% | 1,395 | -644 | -31.6% | -$17.42万 | 减仓 |
| AVNM | AMERICAN CENTY ETF TR | $37.00万 | 0.01% | 4,491 | 549 | 13.9% | $4.52万 | 重新持有 |
| XLE | SELECT SECTOR SPDR TR | $36.99万 | 0.01% | 6,965 | 457 | 7.0% | $2.43万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.95万 | 0.01% | 17,405 | -9,278 | -34.8% | -$19.70万 | 减仓 |
| IJJ | ISHARES TR | $36.95万 | 0.01% | 2,501 | 150 | 6.4% | $2.22万 | 加仓 |
| VCR | VANGUARD WORLD FD | $36.57万 | 0.01% | 922 | 922 | — | $36.57万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $36.54万 | 0.01% | 1,973 | 20 | 1.0% | $3,704 | 加仓 |
| MS | MORGAN STANLEY | $36.34万 | 0.01% | 1,738 | 503 | 40.7% | $10.52万 | 加仓 |
| MUNI | PIMCO ETF TR | $36.10万 | 0.01% | 6,862 | 844 | 14.0% | $4.44万 | 加仓 |
| GIS | GENERAL MILLS INC | $36.04万 | 0.01% | 10,355 | 10,355 | — | $36.04万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $35.98万 | 0.01% | 2,106 | 2,106 | — | $35.98万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $35.93万 | 0.01% | 1,612 | 286 | 21.6% | $6.37万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $35.70万 | 0.01% | 19,265 | 5,253 | 37.5% | $9.73万 | 重新持有 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $35.69万 | 0.01% | 9,807 | -287,754 | -96.7% | -$1,047.18万 | 减仓 |
| PSX | PHILLIPS 66 | $35.48万 | 0.01% | 2,099 | 167 | 8.6% | $2.82万 | 重新持有 |
| OEF | ISHARES TR | $34.90万 | 0.01% | 954 | 98 | 11.4% | $3.59万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $34.85万 | 0.01% | 3,591 | 3,591 | — | $34.85万 | 新建仓 |
| — | AMERICAN CENTY ETF TR | $34.78万 | 0.01% | 4,214 | 4,214 | — | $34.78万 | 新建仓 |
| XEL | XCEL ENERGY INC | $34.78万 | 0.01% | 4,331 | 4,331 | — | $34.78万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $34.55万 | 0.01% | 7,657 | 7,657 | — | $34.55万 | 新建仓 |
| IJK | ISHARES TR | $34.45万 | 0.01% | 2,932 | 131 | 4.7% | $1.54万 | 加仓 |
| — | WISDOMTREE TR | $34.00万 | 0.01% | 8,747 | 121 | 1.4% | $4,703 | 加仓 |
| SNA | SNAP ON INC | $33.60万 | 0.01% | 835 | -9 | -1.1% | -$3,622 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $33.55万 | 0.01% | 1,248 | 72 | 6.1% | $1.94万 | 加仓 |
| GPC | GENUINE PARTS CO | $33.52万 | 0.01% | 2,841 | 265 | 10.3% | $3.13万 | 加仓 |
| CSX | CSX CORP | $33.42万 | 0.01% | 7,032 | 1,668 | 31.1% | $7.93万 | 加仓 |
| ENB | ENBRIDGE INC | $33.37万 | 0.01% | 6,156 | 1,209 | 24.4% | $6.55万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $33.34万 | 0.01% | 2,102 | 520 | 32.9% | $8.25万 | 加仓 |
| QDEF | FLEXSHARES TR | $33.01万 | 0.01% | 3,794 | 3,794 | — | $33.01万 | 新建仓 |
| SBUX | STARBUCKS CORP | $32.99万 | 0.01% | 3,228 | 847 | 35.6% | $8.66万 | 重新持有 |
| FNDA | SCHWAB STRATEGIC TR | $32.78万 | 0.01% | 8,613 | 8,613 | — | $32.78万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $32.55万 | 0.01% | 522 | 522 | — | $32.55万 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $32.46万 | 0.01% | 3,258 | 7 | 0.2% | $697 | 加仓 |
| ADBE | ADOBE INC | $32.23万 | 0.01% | 1,572 | -61 | -3.7% | -$1.25万 | 减仓 |
| GMED | GLOBUS MED INC | $32.12万 | 0.01% | 4,065 | 1,405 | 52.8% | $11.10万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $31.93万 | 0.01% | 2,250 | 110 | 5.1% | $1.56万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $31.74万 | 0.01% | 9,303 | 2,640 | 39.6% | $9.01万 | 加仓 |
| QCOM | QUALCOMM INC | $31.72万 | 0.01% | 1,717 | 1,717 | — | $31.72万 | 新建仓 |
| IBTL | ISHARES TR | $31.51万 | 0.01% | 15,605 | -500 | -3.1% | -$1.01万 | 减仓 |
| URI | UNITED RENTALS INC | $31.49万 | 0.01% | 278 | 24 | 9.4% | $2.72万 | 重新持有 |
| VFH | VANGUARD WORLD FD | $31.49万 | 0.01% | 2,393 | 2,393 | — | $31.49万 | 新建仓 |
| CME | CME GROUP INC | $31.45万 | 0.01% | 1,424 | 1,424 | — | $31.45万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $31.38万 | 0.01% | 789 | 64 | 8.8% | $2.55万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $31.22万 | 0.01% | 10,777 | 10,777 | — | $31.22万 | 新建仓 |
| D | DOMINION ENERGY INC | $31.04万 | 0.01% | 4,545 | -4,403 | -49.2% | -$30.07万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $30.95万 | 0.01% | 1,542 | 670 | 76.8% | $13.45万 | 重新持有 |
| APH | AMPHENOL CORP | $30.93万 | 0.01% | 1,754 | 154 | 9.6% | $2.72万 | 重新持有 |
| WDAY | WORKDAY INC | $30.92万 | 0.01% | 2,526 | 27 | 1.1% | $3,305 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $30.89万 | 0.01% | 5,539 | 625 | 12.7% | $3.49万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $30.78万 | 0.01% | 614 | -1,282 | -67.6% | -$64.27万 | 减仓 |
| TFIN | TRIUMPH FINANCIAL INC | $30.75万 | 0.01% | 4,030 | 4,030 | — | $30.75万 | 新建仓 |
| PAUG | INNOVATOR ETFS TRUST | $30.58万 | 0.01% | 6,701 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTNERS L P | $30.48万 | 0.01% | 5,000 | 0 | 0.0% | — | 重新持有 |
| XYL | XYLEM INC | $30.33万 | 0.01% | 2,566 | 214 | 9.1% | $2.53万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $30.30万 | 0.01% | 4,130 | 4,130 | — | $30.30万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $30.24万 | 0.01% | 3,333 | 361 | 12.1% | $3.28万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $30.02万 | 0.01% | 7,382 | -339 | -4.4% | -$1.38万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $30.00万 | 0.01% | 6,400 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $29.85万 | 0.01% | 5,180 | 580 | 12.6% | $3.34万 | 加仓 |
| SHEL | SHELL PLC | $29.78万 | 0.01% | 3,841 | 941 | 32.4% | $7.30万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $29.74万 | 0.01% | 716 | 30 | 4.4% | $1.25万 | 重新持有 |
| BA | BOEING CO | $29.37万 | 0.01% | 1,357 | -306 | -18.4% | -$6.62万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $28.47万 | 0.01% | 494 | 45 | 10.0% | $2.59万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $28.32万 | 0.01% | 7,680 | -312 | -3.9% | -$1.15万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $28.30万 | 0.01% | 799 | 81 | 11.3% | $2.87万 | 加仓 |
| HAL | HALLIBURTON CO | $28.24万 | 0.01% | 8,317 | 8,317 | — | $28.24万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $28.21万 | 0.01% | 5,457 | 5,457 | — | $28.21万 | 新建仓 |
| LWLG | LIGHTWAVE LOGIC INC | $27.87万 | 0.01% | 29,465 | 1,563 | 5.6% | $1.48万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $27.73万 | 0.01% | 2,589 | 2,589 | — | $27.73万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $27.72万 | 0.01% | 15,506 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $27.60万 | 0.01% | 1,889 | 309 | 19.6% | $4.51万 | 加仓 |
| DOV | DOVER CORP | $26.96万 | 0.01% | 1,202 | -1,835 | -60.4% | -$41.16万 | 减仓 |
| AOA | ISHARES TR | $26.95万 | 0.01% | 2,762 | -214 | -7.2% | -$2.09万 | 减仓 |
| WRB | BERKLEY W R CORP | $26.93万 | 0.01% | 3,818 | 43 | 1.1% | $3,033 | 加仓 |
| EXC | EXELON CORP | $26.28万 | 0.01% | 5,637 | 267 | 5.0% | $1.24万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $26.09万 | 0.01% | 6,101 | 6,101 | — | $26.09万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $25.95万 | 0.01% | 9,733 | 1,435 | 17.3% | $3.83万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $25.68万 | 0.01% | 2,702 | 2,702 | — | $25.68万 | 新建仓 |
| ROL | ROLLINS INC | $25.43万 | 0.01% | 6,094 | 60 | 1.0% | $2,504 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $25.32万 | 0.01% | 3,307 | 12 | 0.4% | $919 | 加仓 |
| XBI | SPDR SERIES TRUST | $25.27万 | 0.01% | 1,597 | 1,597 | — | $25.27万 | 新建仓 |
| — | ENDAVA PLC | $25.18万 | 0.01% | 88,975 | -10,000 | -10.1% | -$2.83万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.99万 | 0.01% | 259 | 259 | — | $24.99万 | 新建仓 |
| TIP | ISHARES TR | $24.94万 | 0.01% | 2,279 | 2,279 | — | $24.94万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $24.81万 | 0.01% | 1,489 | 256 | 20.8% | $4.27万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.79万 | 0.01% | 8,200 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $24.73万 | 0.01% | 19,009 | -920 | -4.6% | -$1.20万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $24.71万 | 0.01% | 3,868 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $24.64万 | 0.01% | 1,077 | 0 | 0.0% | — | 重新持有 |