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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $3.19亿 | 12.99% | 491,129 | -27,922 | -5.4% | -$1,815.88万 | 减仓 |
| USFR | WISDOMTREE TR | $2.57亿 | 10.44% | 5,099,716 | -206,342 | -3.9% | -$1,038.73万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.07亿 | 4.36% | 334,403 | -9,668 | -2.8% | -$310.16万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $9,061.94万 | 3.69% | 461,873 | -28,390 | -5.8% | -$557.01万 | 减仓 |
| TFLO | ISHARES TR | $6,597.10万 | 2.68% | 1,303,001 | -194,556 | -13.0% | -$985.04万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6,553.68万 | 2.67% | 109,676 | -141,952 | -56.4% | -$8,482.33万 | 减仓 |
| EFA | ISHARES TR | $5,884.90万 | 2.39% | 605,879 | -36,758 | -5.7% | -$357.03万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,670.25万 | 2.31% | 1,946,533 | 167,030 | 9.4% | $486.56万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $5,242.85万 | 2.13% | 379,038 | -25,408 | -6.3% | -$351.44万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $4,477.09万 | 1.82% | 596,151 | -45,223 | -7.1% | -$339.62万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $4,444.88万 | 1.81% | 1,478,176 | 27,514 | 1.9% | $82.73万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,804.17万 | 1.14% | 659,184 | 29,944 | 4.8% | $127.38万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $2,652.56万 | 1.08% | 690,410 | 30,635 | 4.6% | $117.70万 | 加仓 |
| — | ISHARES TR | $2,536.03万 | 1.03% | 900,592 | -16,379 | -1.8% | -$46.12万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2,442.91万 | 0.99% | 431,762 | -55,227 | -11.3% | -$312.47万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,432.98万 | 0.99% | 294,016 | -66,780 | -18.5% | -$552.60万 | 减仓 |
| AAPL | APPLE INC | $2,401.70万 | 0.98% | 94,634 | -12,586 | -11.7% | -$319.42万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,389.22万 | 0.97% | 715,977 | 33,250 | 4.9% | $110.96万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $2,382.12万 | 0.97% | 588,178 | 21,195 | 3.7% | $85.84万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,364.44万 | 0.96% | 241,492 | 17,473 | 7.8% | $171.08万 | 加仓 |
| IWM | ISHARES TR | $2,116.34万 | 0.86% | 85,336 | -7,900 | -8.5% | -$195.92万 | 减仓 |
| DLS | WISDOMTREE TR | $2,115.04万 | 0.86% | 259,514 | -11,372 | -4.2% | -$92.68万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,024.47万 | 0.82% | 46,349 | 2,085 | 4.7% | $91.07万 | 加仓 |
| — | ISHARES TR | $2,021.82万 | 0.82% | 760,919 | -75,132 | -9.0% | -$199.63万 | 减仓 |
| DOL | WISDOMTREE TR | $1,991.24万 | 0.81% | 292,888 | -18,101 | -5.8% | -$123.06万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $1,955.82万 | 0.80% | 247,384 | -23,158 | -8.6% | -$183.09万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $1,901.42万 | 0.77% | 246,586 | 9,668 | 4.1% | $74.55万 | 加仓 |
| QUS | SPDR SERIES TRUST | $1,821.65万 | 0.74% | 106,132 | -2,413 | -2.2% | -$41.42万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,816.86万 | 0.74% | 84,482 | -6,847 | -7.5% | -$147.25万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,795.82万 | 0.73% | 506,722 | 15,372 | 3.1% | $54.48万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,689.80万 | 0.69% | 643,490 | 134,809 | 26.5% | $354.01万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,677.50万 | 0.68% | 310,361 | -191,059 | -38.1% | -$1,032.68万 | 减仓 |
| IVV | ISHARES TR | $1,671.88万 | 0.68% | 25,595 | -186 | -0.7% | -$12.15万 | 减仓 |
| EEM | ISHARES TR | $1,643.49万 | 0.67% | 289,397 | -18,435 | -6.0% | -$104.69万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,624.33万 | 0.66% | 619,973 | 148,749 | 31.6% | $389.72万 | 加仓 |
| ACWI | ISHARES TR | $1,607.17万 | 0.65% | 116,150 | -2,028 | -1.7% | -$28.06万 | 减仓 |
| STIP | ISHARES TR | $1,598.58万 | 0.65% | 154,557 | 7,950 | 5.4% | $82.23万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $1,549.12万 | 0.63% | 127,052 | -5,667 | -4.3% | -$69.10万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,407.13万 | 0.57% | 34,550 | -4,486 | -11.5% | -$182.70万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,368.75万 | 0.56% | 282,450 | -3,585 | -1.3% | -$17.37万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $1,361.33万 | 0.55% | 107,214 | -9,515 | -8.2% | -$120.82万 | 减仓 |
| IBTG | ISHARES TR | $1,214.58万 | 0.49% | 530,035 | 68,125 | 14.7% | $156.11万 | 加仓 |
| REET | ISHARES TR | $1,180.08万 | 0.48% | 469,217 | -14,580 | -3.0% | -$36.67万 | 减仓 |
| EFV | ISHARES TR | $1,127.51万 | 0.46% | 151,649 | -6,905 | -4.4% | -$51.34万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,089.19万 | 0.44% | 29,424 | -5,153 | -14.9% | -$190.75万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1,088.15万 | 0.44% | 115,051 | -11,293 | -8.9% | -$106.81万 | 减仓 |
| IAGG | ISHARES TR | $1,058.94万 | 0.43% | 211,618 | 2,648 | 1.3% | $13.25万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,046.07万 | 0.43% | 59,981 | -12,158 | -16.9% | -$212.04万 | 减仓 |
| SUB | ISHARES TR | $1,018.91万 | 0.41% | 95,672 | -82,337 | -46.3% | -$876.89万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,014.84万 | 0.41% | 33,958 | -1,416 | -4.0% | -$42.32万 | 减仓 |
| EMXC | ISHARES INC | $1,001.81万 | 0.41% | 127,360 | 8,364 | 7.0% | $65.79万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $985.22万 | 0.40% | 297,561 | -3,256 | -1.1% | -$10.78万 | 减仓 |
| DNL | WISDOMTREE TR | $978.44万 | 0.40% | 242,369 | -12,003 | -4.7% | -$48.46万 | 减仓 |
| AVGE | AMERICAN CENTY ETF TR | $954.55万 | 0.39% | 108,447 | 4,651 | 4.5% | $40.94万 | 加仓 |
| MUB | ISHARES TR | $950.43万 | 0.39% | 89,537 | -37 | -0.0% | -$3,928 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $940.53万 | 0.38% | 186,725 | -49,368 | -20.9% | -$248.67万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $936.39万 | 0.38% | 122,340 | -8,063 | -6.2% | -$61.71万 | 减仓 |
| DGS | WISDOMTREE TR | $927.89万 | 0.38% | 154,391 | -19,688 | -11.3% | -$118.33万 | 减仓 |
| IBTH | ISHARES TR | $915.82万 | 0.37% | 408,299 | 94,569 | 30.1% | $212.12万 | 加仓 |
| IBHF | ISHARES TR | $915.39万 | 0.37% | 398,864 | 29,394 | 8.0% | $67.46万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $910.59万 | 0.37% | 94,244 | -1,380 | -1.4% | -$13.33万 | 减仓 |
| AMZN | AMAZON COM INC | $884.96万 | 0.36% | 42,491 | -4,665 | -9.9% | -$97.16万 | 减仓 |
| ITOT | ISHARES TR | $821.14万 | 0.33% | 57,652 | 4,131 | 7.7% | $58.84万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $816.72万 | 0.33% | 298,593 | 298,593 | — | $816.72万 | 新建仓 |
| — | ISHARES TR | $792.36万 | 0.32% | 298,159 | 194,641 | 188.0% | $517.26万 | 加仓 |
| DES | WISDOMTREE TR | $768.28万 | 0.31% | 213,769 | -13,512 | -5.9% | -$48.56万 | 减仓 |
| VB | VANGUARD INDEX FDS | $743.35万 | 0.30% | 28,381 | -1,348 | -4.5% | -$35.31万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $740.72万 | 0.30% | 15,457 | -1,416 | -8.4% | -$67.86万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $675.20万 | 0.27% | 147,908 | -27,962 | -15.9% | -$127.65万 | 减仓 |
| HD | HOME DEPOT INC | $638.17万 | 0.26% | 19,404 | -2,007 | -9.4% | -$66.01万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $572.40万 | 0.23% | 26,348 | -3,472 | -11.6% | -$75.43万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $570.49万 | 0.23% | 38,520 | -7,064 | -15.5% | -$104.62万 | 减仓 |
| GOOGL | ALPHABET INC | $558.92万 | 0.23% | 19,436 | -3,292 | -14.5% | -$94.67万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $554.24万 | 0.23% | 83,823 | -11,779 | -12.3% | -$77.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $552.96万 | 0.22% | 76,715 | 15,816 | 26.0% | $114.00万 | 加仓 |
| KO | COCA COLA CO | $552.38万 | 0.22% | 72,634 | -1,791 | -2.4% | -$13.62万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $548.86万 | 0.22% | 153,699 | 24,043 | 18.5% | $85.86万 | 加仓 |
| — | EXXON MOBIL CORP | $540.03万 | 0.22% | 31,830 | -6,554 | -17.1% | -$111.20万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $533.85万 | 0.22% | 72,356 | 38,254 | 112.2% | $282.24万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $519.26万 | 0.21% | 143,126 | 41,681 | 41.1% | $151.22万 | 加仓 |
| IBTI | ISHARES TR | $512.41万 | 0.21% | 229,954 | -8,173 | -3.4% | -$18.21万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $505.20万 | 0.21% | 110,983 | -4,192 | -3.6% | -$19.08万 | 减仓 |
| WMT | WALMART INC | $474.74万 | 0.19% | 38,199 | -1,369 | -3.5% | -$17.01万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $454.42万 | 0.18% | 115,218 | 13,978 | 13.8% | $55.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $445.91万 | 0.18% | 127,257 | 29,006 | 29.5% | $101.64万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $438.53万 | 0.18% | 55,321 | 5,844 | 11.8% | $46.33万 | 加仓 |
| AFL | AFLAC INC | $426.65万 | 0.17% | 38,889 | -16,834 | -30.2% | -$184.69万 | 减仓 |
| GWX | SPDR INDEX SHS FDS | $420.81万 | 0.17% | 99,648 | -16,498 | -14.2% | -$69.67万 | 减仓 |
| META | META PLATFORMS INC | $404.75万 | 0.16% | 7,074 | -1,051 | -12.9% | -$60.14万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $380.33万 | 0.15% | 12,929 | -2,482 | -16.1% | -$73.01万 | 减仓 |
| NLR | VANECK ETF TRUST | $377.09万 | 0.15% | 28,312 | 3,375 | 13.5% | $44.95万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $374.33万 | 0.15% | 22,884 | 1,556 | 7.3% | $25.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $372.89万 | 0.15% | 6,461 | 1,117 | 20.9% | $64.47万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $369.78万 | 0.15% | 109,210 | 7,780 | 7.7% | $26.34万 | 加仓 |
| IBTJ | ISHARES TR | $360.97万 | 0.15% | 165,256 | -19,218 | -10.4% | -$41.98万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $357.99万 | 0.15% | 175,659 | 175,659 | — | $357.99万 | 新建仓 |
| ARKQ | ARK ETF TR | $347.57万 | 0.14% | 30,909 | 343 | 1.1% | $3.86万 | 加仓 |
| GOOG | ALPHABET INC | $338.88万 | 0.14% | 11,813 | -3,116 | -20.9% | -$89.39万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $334.22万 | 0.14% | 31,148 | -111 | -0.4% | -$1.19万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $332.09万 | 0.14% | 46,502 | -1,665 | -3.5% | -$11.89万 | 减仓 |