BW

BIP Wealth, LLC

分散型投资策略趋势追踪型

申报总市值

US$24.6亿

申报季度: 2026-03-31 · 持股只数: 453

BIP Wealth, LLC在最新一期 13F 报告中披露了 453 项持股，申报期为 2026-03-31，总持股市值约为 US$24.6亿，季度换手率为 20.8%。

机构性格雪花图

集中度
14.92
持仓稳定性
20.79
动能／逆势
100
行业集中度
56.2
多样化
100
仓位均衡度
60.08

近期动向

  • 减仓 VOO

    -56.4%　-US$9226.7万

  • 减仓 VEA

    -95.9%　-US$3080.8万

  • 加仓 USFR

    -3.9%　-US$1028.1万

  • 减仓 VXF

    -87.9%　-US$2110.8万

  • 加仓 SPY

    -5.4%　-US$3455.1万

  • 加仓 VTV

    -5.8%　-US$301.6万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长12.99%+0.50%-5.38%
2USFRWisdomtree Floating Rate TreETF-其他10.44%+1.02%-3.89%
3VTIVanguard Total Stock Mkt ETFETF-其他4.36%+0.29%-2.81%
4VTVVanguard Value ETFETF-其他3.69%+0.39%-5.79%
5TFLOIshares Treasury Floating RaETF-政府公债2.68%+0.01%-12.99%
6VOOVanguard S&p 500 ETFETF-大型股与成长2.67%-2.90%-56.41%
7EFAIshares Msci Eafe ETFETF-其他2.39%+0.21%-5.72%
8SCHGSchwab US Large-cap GrowthETF-其他2.31%—+9.39%
9VTVanguard Tot World Stk ETFETF-其他2.13%+0.12%-6.28%
10VEUVanguard Ftse All-world Ex-uETF-其他1.82%+0.15%-7.05%
11SPSBSs Spdr P St C CORP ETFETF-其他1.81%—+1.90%
12CGDVCap Group Dividend ValueETF-其他1.14%—+4.76%
13CGUSCap Group Core EquityETF-其他1.08%—+4.64%
14MAXJIshares Lg Cap Max Buff JunETF-其他1.03%—-1.79%
15SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长0.99%+0.01%-11.34%
16VCITVanguard Int-term CorporateETF-投资级公司债0.99%-0.08%-18.51%
17AAPLApple INC股票-科技0.98%-0.05%-11.74%
18CGGOCap Group Global GrowthETF-其他0.97%—+4.87%
19ULSTSs Ultra Short Tm Bond ETFETF-其他0.97%—+3.74%
20SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长0.96%—+7.80%
21IWMIshares Russell 2000 ETFETF-中小型股0.86%+0.05%-8.47%
22DLSWisdomtree Intl S/c Dvd FundETF-其他0.86%—-4.20%
23VUGVanguard Growth ETFETF-其他0.82%—+4.71%
24DMAXIshares Lg Cap Max Buff DecETF-其他0.82%+0.03%-8.99%
25DOLWisdomtree Tr Dvlp Intnl-usdETF-其他0.81%—-5.82%
26SPTMSs Spdr P S&p 1500 Comp ETFETF-其他0.80%+0.01%-8.56%
27VXUSVanguard Total Intl StockETF-其他0.77%—+4.08%
28QUSSs Spdr Msci U Stratfact ETFETF-其他0.74%—-2.22%
29VIGVanguard Dividend Apprec ETFETF-其他0.74%+0.03%-7.50%
30PHYSSprott Physical Gold Trust股票-其他0.73%+0.16%+3.13%
31CGCBCap Group Core BondETF-其他0.69%+0.21%+26.50%
32VWOVanguard Ftse Emerging MarkeETF-新兴市场0.68%-0.27%-38.10%
33IVVIshares Core S&p 500 ETFETF-大型股与成长0.68%—-0.72%
34EEMIshares Msci Emerging MarketETF-新兴市场0.67%—-5.99%
35PYLDPimco Multisector Bond ActvETF-其他0.66%+0.22%+31.57%
36ACWIIshares Msci Acwi ETFETF-其他0.65%—-1.72%
37STIPIshares 0-5 Year Tips Bond EETF-其他0.65%—+5.42%
38FEXFirst Trust Large Cap Core AETF-大型股与成长0.63%—-4.27%
39STRLSterling Infrastructure INC股票-工业0.57%+0.15%-11.49%
40DFUVDimensional US Marketwide VaETF-其他0.56%—-1.25%
41QQEWFirst Tr Nasdaq-100 Sel EqETF-科技型0.55%-0.04%-8.15%
42IBTGIshares Ibonds Dec 2026 TermETF-其他0.49%+0.12%+14.75%
43REETIshares Global Reit ETFETF-其他0.48%—-3.01%
44EFVIshares Msci Eafe Value ETFETF-其他0.46%—-4.36%
45MSFTMicrosoft CORP股票-科技0.44%-0.15%-14.90%
46SLYVSs Spdr S&p 600 Sc Val ETFETF-其他0.44%—-8.94%
47IAGGIshares Intl Aggregate BondETF-其他0.43%—+1.27%
48NVDANvidia CORP股票-科技0.43%-0.04%-16.85%
49SUBIshares Short-term NationalETF-其他0.41%-0.26%-46.25%
50VVVanguard Large-cap ETFETF-其他0.41%—-4.00%
1–50 of 453

本季持股变动

BIP Wealth, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Vanguard Tax-exempt Bond ETF (VTEB); 清仓: Vanguard Total Bond Market (BND); 清仓: Vanguard Total Intl Bond ETF (BNDX); 新建仓: Ft Vt Int Equ M B- Mar-us I (YMAR); 清仓: Verra Mobility CORP (VRRM).

BIP Wealth, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1USFRWisdomtree Floating Rate Tre+1%-3.89%减仓
2SPYSs Spdr S&p 500 ETF Trust-us+0.5%-5.38%减仓
3VTVVanguard Value ETF+0.4%-5.79%减仓
4VTIVanguard Total Stock Mkt ETF+0.3%-2.81%减仓
5MMAXIshares Larg Cm Buff Mar ETF+0.2%+188.03%加仓
6PYLDPimco Multisector Bond Actv+0.2%+31.57%加仓
7CGCBCap Group Core Bond+0.2%+26.50%加仓
8EFAIshares Msci Eafe ETF+0.2%-5.72%减仓
9PHYSSprott Physical Gold Trust+0.2%+3.13%加仓
10VEUVanguard Ftse All-world Ex-u+0.2%-7.05%减仓
11STRLSterling Infrastructure INC+0.2%-11.49%减仓
12DFAWDimensional World Eqty ETF+0.1%+112.18%加仓
13VTVanguard Tot World Stk ETF+0.1%-6.28%减仓
14IBTHIshares Ibonds Dec 2027 Term+0.1%+30.14%加仓
15IBTGIshares Ibonds Dec 2026 Term+0.1%+14.75%加仓
16IWMIshares Russell 2000 ETF+0.1%-8.47%减仓
17DMAXIshares Lg Cap Max Buff Dec0%-8.99%减仓
18VIGVanguard Dividend Apprec ETF0%-7.50%减仓
19TFLOIshares Treasury Floating Ra0%-12.99%减仓
20SPYVSs Spdr P S&p 500 Value ETF0%-11.34%减仓
21SPTMSs Spdr P S&p 1500 Comp ETF0%-8.56%减仓
22AMZNAmazon.com INC0%-9.89%减仓
23GOOGLAlphabet Inc-cl A0%-14.48%减仓
24NVDANvidia CORP0%-16.85%减仓
25QQEWFirst Tr Nasdaq-100 Sel Eq0%-8.15%减仓
26JAAAJanus Henderson Aaa Clo ETF0%-20.91%减仓
27TSLATesla INC0%-25.47%减仓
28AAPLApple INC-0.1%-11.74%减仓
29AFLAflac INC-0.1%-30.21%减仓
30SCHFSchwab Intl Equity ETF-0.1%-67.24%减仓
31VCITVanguard Int-term Corporate-0.1%-18.51%减仓
32SMAXIshares L Cap Mb Sep ETF-0.1%-65.57%减仓
33VGITVanguard Intermediate-term T-0.1%-79.08%减仓
34MSFTMicrosoft CORP-0.2%-14.90%减仓
35BSVVanguard Short-term Bond ETF-0.2%-94.54%减仓
36SUBIshares Short-term National-0.3%-46.25%减仓
37VWOVanguard Ftse Emerging Marke-0.3%-38.10%减仓
38IJULInnovator International Deve-0.3%-71.71%减仓
39VGTVanguard Info Tech ETF-0.4%-88.45%减仓
40VXFVanguard Extended Market ETF-0.7%-87.91%减仓
41VEAVanguard Ftse Developed ETF-1.1%-95.93%减仓
42VOOVanguard S&p 500 ETF-2.9%-56.41%减仓
43VTEBVanguard Tax-exempt Bond ETF—EXIT清仓
44BNDVanguard Total Bond Market—EXIT清仓
45BNDXVanguard Total Intl Bond ETF—EXIT清仓
46YMARFt Vt Int Equ M B- Mar-us I—NEW新建仓
47VRRMVerra Mobility CORP—EXIT清仓
48ACYNFt Lad Autocall Bar INC ETF—NEW新建仓
49DFACDimensional US Core Equity 2—NEW新建仓
50DFAXDimensional World Ex US Core—NEW新建仓

FAQ

BIP Wealth, LLC 是什么机构？属于哪种投资人类型？
BIP Wealth, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$24.6亿，分布在 453 个已申报仓位之中。
BIP Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，BIP Wealth, LLC 按市值排列的前几大持股为： 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$3.2亿 (13.0%) 2. Wisdomtree Floating Rate Tre (USFR) — US$2.6亿 (10.4%) 3. Vanguard Total Stock Mkt ETF (VTI) — US$1.1亿 (4.4%) 4. Vanguard Value ETF (VTV) — US$9061.9万 (3.7%) 5. Ishares Treasury Floating Ra (TFLO) — US$6597.1万 (2.7%)
BIP Wealth, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，BIP Wealth, LLC 共进行了 50 项显著调整：新建仓 4 个仓位、加仓 7 个既有持股、减仓 35 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：清仓: Vanguard Tax-exempt Bond ETF (VTEB); 清仓: Vanguard Total Bond Market (BND); 清仓: Vanguard Total Intl Bond ETF (BNDX); 新建仓: Ft Vt Int Equ M B- Mar-us I (YMAR); 清仓: Verra Mobility CORP (VRRM)
BIP Wealth, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，BIP Wealth, LLC 的主要板块分布如下： • Information Technology: 35.6% • Financials: 11.3% • Consumer Discretionary: 11.2% • Consumer Staples: 10.1% • Health Care: 9.3% • Communication Services: 9.0%