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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $3.76亿 | 10.66% | 503,321 | 12,192 | 2.5% | $910.46万 | 加仓 |
| USFR | WISDOMTREE TR | $2.78亿 | 7.89% | 5,521,691 | 421,975 | 8.3% | $2,124.64万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.88亿 | 5.32% | 273,046 | 163,370 | 149.0% | $1.12亿 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.41亿 | 4.00% | 380,548 | 46,145 | 13.8% | $1,707.55万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.12亿 | 3.17% | 513,451 | 51,578 | 11.2% | $1,124.04万 | 加仓 |
| TFLO | ISHARES TR | $7,703.20万 | 2.19% | 1,521,470 | 218,469 | 16.8% | $1,106.11万 | 加仓 |
| EFA | ISHARES TR | $7,017.68万 | 1.99% | 675,556 | 69,677 | 11.5% | $723.81万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $6,213.10万 | 1.76% | 395,865 | 16,827 | 4.4% | $264.10万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5,754.22万 | 1.63% | 687,071 | 90,920 | 15.3% | $761.45万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $5,230.74万 | 1.48% | 1,742,998 | 264,822 | 17.9% | $794.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,555.81万 | 1.29% | 1,027,009 | 961,673 | 1,471.9% | $4,265.98万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,318.91万 | 1.23% | 1,276,274 | -670,259 | -34.4% | -$2,268.16万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,175.32万 | 1.18% | 586,010 | 565,068 | 2,698.3% | $4,026.11万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,875.15万 | 1.10% | 468,863 | 174,847 | 59.5% | $1,445.11万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,564.17万 | 1.01% | 704,661 | 68,315 | 10.7% | $345.54万 | 重新持有 |
| IVV | ISHARES TR | $3,526.16万 | 1.00% | 47,085 | 21,490 | 84.0% | $1,609.37万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $3,523.49万 | 1.00% | 479,975 | 86,266 | 21.9% | $633.28万 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $3,503.29万 | 0.99% | 1,264,724 | 1,232,152 | 3,782.9% | $3,413.06万 | 加仓 |
| AAPL | APPLE INC | $3,502.14万 | 0.99% | 121,031 | 26,397 | 27.9% | $763.82万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,394.64万 | 0.96% | 568,711 | 258,350 | 83.2% | $1,542.09万 | 加仓 |
| QUS | SPDR SERIES TRUST | $3,228.83万 | 0.92% | 172,792 | 66,660 | 62.8% | $1,245.62万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $3,162.87万 | 0.90% | 520,295 | 88,533 | 20.5% | $538.19万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3,112.20万 | 0.88% | 631,535 | -27,649 | -4.2% | -$136.25万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $3,111.56万 | 0.88% | 261,498 | 20,006 | 8.3% | $238.05万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $3,084.83万 | 0.88% | 837,360 | 787,714 | 1,586.7% | $2,901.94万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $3,013.39万 | 0.86% | 677,471 | -12,939 | -1.9% | -$57.55万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,926.70万 | 0.83% | 691,401 | -24,576 | -3.4% | -$104.03万 | 减仓 |
| IWM | ISHARES TR | $2,882.14万 | 0.82% | 95,927 | 10,591 | 12.4% | $318.21万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,832.07万 | 0.80% | 115,027 | 101,175 | 730.4% | $2,491.02万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,711.12万 | 0.77% | 314,734 | 36,640 | 13.2% | $315.62万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $2,688.67万 | 0.76% | 665,102 | 76,924 | 13.1% | $310.97万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $2,565.05万 | 0.73% | 282,526 | 35,142 | 14.2% | $319.05万 | 加仓 |
| SUB | ISHARES TR | $2,548.78万 | 0.72% | 239,389 | 143,717 | 150.2% | $1,530.16万 | 加仓 |
| — | ISHARES TR | $2,423.13万 | 0.69% | 831,835 | -68,757 | -7.6% | -$200.29万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,418.47万 | 0.69% | 458,391 | 458,391 | — | $2,418.47万 | 新建仓 |
| ACWI | ISHARES TR | $2,328.32万 | 0.66% | 148,329 | 32,179 | 27.7% | $505.11万 | 加仓 |
| DOL | WISDOMTREE TR | $2,245.29万 | 0.64% | 301,931 | 9,043 | 3.1% | $67.25万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $2,225.93万 | 0.63% | 850,240 | 206,750 | 32.1% | $541.27万 | 加仓 |
| DLS | WISDOMTREE TR | $2,222.09万 | 0.63% | 265,198 | 5,684 | 2.2% | $47.63万 | 加仓 |
| PYLD | PIMCO ETF TR | $2,185.99万 | 0.62% | 824,278 | 204,305 | 33.0% | $541.82万 | 加仓 |
| EEM | ISHARES TR | $2,134.89万 | 0.61% | 312,073 | 22,676 | 7.8% | $155.13万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $2,054.87万 | 0.58% | 24,481 | -10,069 | -29.1% | -$845.17万 | 减仓 |
| — | ISHARES TR | $2,014.87万 | 0.57% | 736,972 | -23,947 | -3.1% | -$65.47万 | 减仓 |
| STIP | ISHARES TR | $1,825.45万 | 0.52% | 178,686 | 24,129 | 15.6% | $246.50万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,748.81万 | 0.50% | 317,908 | 35,458 | 12.6% | $195.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,583.03万 | 0.45% | 79,116 | 19,135 | 31.9% | $382.87万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,580.28万 | 0.45% | 132,219 | 117,291 | 785.7% | $1,401.86万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,553.81万 | 0.44% | 515,018 | 8,296 | 1.6% | $25.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,532.54万 | 0.43% | 41,085 | 11,661 | 39.6% | $434.97万 | 加仓 |
| IBTH | ISHARES TR | $1,490.05万 | 0.42% | 666,092 | 257,793 | 63.1% | $576.68万 | 加仓 |
| REET | ISHARES TR | $1,438.61万 | 0.41% | 520,857 | 51,640 | 11.0% | $142.63万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,330.89万 | 0.38% | 274,807 | 21,191 | 8.4% | $102.63万 | 重新持有 |
| SLYV | SPDR SERIES TRUST | $1,330.77万 | 0.38% | 121,966 | 6,915 | 6.0% | $75.45万 | 加仓 |
| MUB | ISHARES TR | $1,328.21万 | 0.38% | 123,417 | 33,880 | 37.8% | $364.62万 | 加仓 |
| AMZN | AMAZON COM INC | $1,285.43万 | 0.36% | 53,933 | 11,442 | 26.9% | $272.71万 | 加仓 |
| EFV | ISHARES TR | $1,273.87万 | 0.36% | 166,410 | 14,761 | 9.7% | $113.00万 | 加仓 |
| IAGG | ISHARES TR | $1,252.60万 | 0.36% | 247,549 | 35,931 | 17.0% | $181.81万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,224.17万 | 0.35% | 139,300 | 16,960 | 13.9% | $149.04万 | 加仓 |
| DNL | WISDOMTREE TR | $1,194.75万 | 0.34% | 258,717 | 16,348 | 6.7% | $75.50万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,190.01万 | 0.34% | 34,602 | 644 | 1.9% | $22.15万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,171.03万 | 0.33% | 322,953 | 308,010 | 2,061.2% | $1,116.84万 | 重新持有 |
| AVGE | AMERICAN CENTY ETF TR | $1,156.57万 | 0.33% | 116,708 | 8,261 | 7.6% | $81.87万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $1,131.85万 | 0.32% | 95,010 | 766 | 0.8% | $9.13万 | 加仓 |
| IEFA | ISHARES TR | $1,128.42万 | 0.32% | 116,838 | 96,670 | 479.3% | $933.64万 | 加仓 |
| ITOT | ISHARES TR | $1,095.92万 | 0.31% | 66,714 | 9,062 | 15.7% | $148.86万 | 加仓 |
| IBTI | ISHARES TR | $1,080.60万 | 0.31% | 488,074 | 258,120 | 112.2% | $571.48万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,077.28万 | 0.31% | 44,334 | 17,986 | 68.3% | $437.05万 | 加仓 |
| DGS | WISDOMTREE TR | $1,067.30万 | 0.30% | 164,935 | 10,544 | 6.8% | $68.23万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,018.12万 | 0.29% | 33,588 | 5,207 | 18.3% | $157.83万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $968.35万 | 0.27% | 116,965 | 44,609 | 61.7% | $369.32万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $946.24万 | 0.27% | 39,990 | -44,492 | -52.7% | -$1,052.77万 | 减仓 |
| IBTG | ISHARES TR | $912.55万 | 0.26% | 398,667 | -131,368 | -24.8% | -$300.70万 | 减仓 |
| HD | HOME DEPOT INC | $895.69万 | 0.25% | 25,397 | 5,993 | 30.9% | $211.36万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $892.16万 | 0.25% | 303,145 | 282,621 | 1,377.0% | $831.75万 | 加仓 |
| GOOGL | ALPHABET INC | $890.37万 | 0.25% | 24,915 | 5,479 | 28.2% | $195.80万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $885.16万 | 0.25% | 308,886 | 10,293 | 3.4% | $29.50万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $883.12万 | 0.25% | 17,649 | 2,192 | 14.2% | $109.68万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $866.33万 | 0.25% | 171,585 | -15,140 | -8.1% | -$76.44万 | 减仓 |
| DES | WISDOMTREE TR | $863.49万 | 0.25% | 212,265 | -1,504 | -0.7% | -$6.12万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $860.36万 | 0.24% | 170,740 | 22,832 | 15.4% | $115.05万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $851.13万 | 0.24% | 273,674 | 251,605 | 1,140.1% | $782.49万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $844.16万 | 0.24% | 60,352 | -66,700 | -52.5% | -$932.96万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $843.47万 | 0.24% | 53,374 | 14,854 | 38.6% | $234.74万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $842.36万 | 0.24% | 102,752 | 26,037 | 33.9% | $213.45万 | 加仓 |
| IWD | ISHARES TR | $812.11万 | 0.23% | 33,499 | 30,933 | 1,205.5% | $749.90万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $811.28万 | 0.23% | 147,024 | 147,024 | — | $811.28万 | 新建仓 |
| — | ISHARES TR | $779.60万 | 0.22% | 288,154 | -10,005 | -3.4% | -$27.07万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $779.29万 | 0.22% | 197,090 | 43,391 | 28.2% | $171.57万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $775.67万 | 0.22% | 86,330 | 42,535 | 97.1% | $382.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $713.89万 | 0.20% | 184,039 | 56,782 | 44.6% | $220.26万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $708.28万 | 0.20% | 95,321 | 11,498 | 13.7% | $85.44万 | 加仓 |
| GOOG | ALPHABET INC | $634.64万 | 0.18% | 17,962 | 6,149 | 52.1% | $217.26万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $618.09万 | 0.18% | 256,043 | 256,043 | — | $618.09万 | 新建仓 |
| DISV | DIMENSIONAL ETF TRUST | $617.19万 | 0.18% | 153,798 | 38,580 | 33.5% | $154.82万 | 加仓 |
| KO | COCA COLA CO | $612.94万 | 0.17% | 75,420 | 2,786 | 3.8% | $22.64万 | 加仓 |
| IBHF | ISHARES TR | $607.97万 | 0.17% | 268,420 | -130,444 | -32.7% | -$295.46万 | 减仓 |
| ACWX | ISHARES TR | $605.00万 | 0.17% | 79,491 | 46,171 | 138.6% | $351.41万 | 加仓 |
| AFL | AFLAC INC | $604.33万 | 0.17% | 51,542 | 12,653 | 32.5% | $148.36万 | 加仓 |
| DGRO | ISHARES TR | $601.26万 | 0.17% | 79,332 | 75,548 | 1,996.5% | $572.58万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $599.78万 | 0.17% | 288,494 | 112,835 | 64.2% | $234.58万 | 加仓 |