BIP Wealth, LLC 13F 持仓 · 2026年Q2
BIP Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 559 只证券，申报市值合计 35.24 亿美元。前几大持仓：SPY（10.66%）、USFR（7.89%）、VOO（5.32%）。本季前 25 大持仓中：新建仓 2 只、增持 21 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $375.9M | 10.66% | 503,321 | 增持 |
| 2 | USFR | WISDOMTREE TR | $278.0M | 7.89% | 5.5M | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $187.5M | 5.32% | 273,046 | 增持 |
| 4 | VTI | VANGUARD INDEX FDS | $140.8M | 4.00% | 380,548 | 增持 |
| 5 | VTV | VANGUARD INDEX FDS | $111.9M | 3.17% | 513,451 | 增持 |
| 6 | TFLO | ISHARES TR | $77.0M | 2.19% | 1.5M | 增持 |
| 7 | EFA | ISHARES TR | $70.2M | 1.99% | 675,556 | 增持 |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | $62.1M | 1.76% | 395,865 | 增持 |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $57.5M | 1.63% | 687,071 | 增持 |
| 10 | SPSB | SPDR SERIES TRUST | $52.3M | 1.48% | 1.7M | 增持 |
| 11 | DFAC | DIMENSIONAL ETF TRUST | $45.6M | 1.29% | 1.0M | 增持 |
| 12 | SCHG | SCHWAB STRATEGIC TR | $43.2M | 1.23% | 1.3M | 减持 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $41.8M | 1.18% | 586,010 | 增持 |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $38.8M | 1.10% | 468,863 | 增持 |
| 15 | VTEB | VANGUARD MUN BD FDS | $35.6M | 1.01% | 704,661 | 新建仓 |
| 16 | BND | VANGUARD BD INDEX FDS | $35.2M | 1.00% | 479,975 | 新建仓 |
| 17 | IVV | ISHARES TR | $35.3M | 1.00% | 47,085 | 增持 |
| 18 | AAPL | APPLE INC | $35.0M | 0.99% | 121,031 | 增持 |
| 19 | SCHF | SCHWAB STRATEGIC TR | $35.0M | 0.99% | 1.3M | 增持 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $33.9M | 0.96% | 568,711 | 增持 |
| 21 | QUS | SPDR SERIES TRUST | $32.3M | 0.92% | 172,792 | 增持 |
| 22 | SPYV | SPDR SERIES TRUST | $31.6M | 0.90% | 520,295 | 增持 |
| 23 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $31.1M | 0.88% | 631,535 | 减持 |
| 24 | DFAX | DIMENSIONAL ETF TRUST | $30.8M | 0.88% | 837,360 | 增持 |
| 25 | SPYG | SPDR SERIES TRUST | $31.1M | 0.88% | 261,498 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR