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 |
|---|---|---|---|---|---|---|---|---|
| — | HIGHLANDS REIT INC | $0 | 0.00% | 0 | -24,086 | -100.0% | -$7,467 | 清仓 |
| — | NOVONIX LTD ORDF | $0 | 0.00% | 0 | -16,654 | -100.0% | -$4,669 | 清仓 |
| — | FLOWER ONE HLDGS INC F | $0 | 0.00% | 0 | -10,350 | -100.0% | — | 清仓 |
| — | PATTEN ENERGY SOLUTIONS | $0 | 0.00% | 0 | -10,000 | -100.0% | — | 清仓 |
| — | FIRST CHINA PHARMA XXXREGISTRATION REVOKED BY THE SEC EFF: 06/03/15 | $0 | 0.00% | 0 | -25,000 | -100.0% | — | 清仓 |
| — | IBIZ TECHNOLOGY CORP XXXREGISTRATION REVOKED BY THE SEC EFF: 06/19/06 | $0 | 0.00% | 0 | -25,000 | -100.0% | — | 清仓 |
| — | EUROGAS INC XXXREGISTRATION REVOKED BY THE SEC EFF: 03/30/11 | $0 | 0.00% | 0 | -200,000 | -100.0% | — | 清仓 |
| — | QUADRANT 4 SYSTEMS | $0 | 0.00% | 0 | -45,000 | -100.0% | — | 清仓 |