Cypress Point Wealth Management, LLC
DALLAS TX · SEC CIK 0001825611
$4.64亿2026Q1 申报市值
123持仓数
69.8%前十大占比 · 第一大 29.2%
42 / 6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
AAPL 加仓+$470.12万
DFUS 加仓+$385.59万
VTV 加仓+$347.08万
AVLC 加仓+$307.01万
IBTJ 新建仓+$303.49万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$189.43万
IBDR 清仓-$142.96万
IBDT 清仓-$101.82万
IBDS 清仓-$84.98万
BND 减仓-$73.72万
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 |
|---|---|---|---|---|---|---|---|---|
| IBMR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBDR | ISHARES TR | $0 | 0.00% | 0 | -59,000 | -100.0% | -$142.96万 | 清仓 |
| IBDT | ISHARES TR | $0 | 0.00% | 0 | -40,000 | -100.0% | -$101.82万 | 清仓 |
| IBDS | ISHARES TR | $0 | 0.00% | 0 | -35,000 | -100.0% | -$84.98万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -796 | -100.0% | -$48.87万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| REET | ISHARES TR | $0 | 0.00% | 0 | -8,434 | -100.0% | -$21.04万 | 清仓 |
| PB | PROSPERITY BANCSHARES INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$20.73万 | 清仓 |
| — | RENOVORX INC | $2.02万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| CLVT | CLARIVATE PLC | $3.10万 | 0.01% | 12,269 | 12,269 | — | $3.10万 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC | $3.95万 | 0.01% | 10,235 | 10,235 | — | $3.95万 | 新建仓 |
| — | URANIUM RTY CORP | $6.51万 | 0.01% | 17,835 | 17,835 | — | $6.51万 | 新建仓 |
| — | FOLD HLDGS INC | $7.08万 | 0.02% | 53,604 | -900 | -1.7% | -$1,188 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.17万 | 0.04% | 2,036 | 2,036 | — | $20.17万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $20.21万 | 0.04% | 1,450 | 1,450 | — | $20.21万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $20.34万 | 0.04% | 2,828 | 2,828 | — | $20.34万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $20.76万 | 0.04% | 1,023 | 1,023 | — | $20.76万 | 新建仓 |
| PSX | PHILLIPS 66 | $21.53万 | 0.05% | 1,182 | 1,182 | — | $21.53万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $21.60万 | 0.05% | 632 | 632 | — | $21.60万 | 新建仓 |
| TTD | THE TRADE DESK INC | $22.04万 | 0.05% | 9,714 | 714 | 7.9% | $1.62万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $22.41万 | 0.05% | 741 | 741 | — | $22.41万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $22.73万 | 0.05% | 4,731 | 21 | 0.4% | $1,009 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $23.14万 | 0.05% | 685 | 685 | — | $23.14万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $23.59万 | 0.05% | 480 | 480 | — | $23.59万 | 新建仓 |
| HD | HOME DEPOT INC | $23.68万 | 0.05% | 720 | 720 | — | $23.68万 | 新建仓 |
| ABBV | ABBVIE INC | $24.25万 | 0.05% | 1,115 | 1,115 | — | $24.25万 | 新建仓 |
| GE | GE AEROSPACE | $24.34万 | 0.05% | 858 | 858 | — | $24.34万 | 新建仓 |
| KKR | KKR & CO INC | $24.53万 | 0.05% | 2,652 | 327 | 14.1% | $3.02万 | 加仓 |
| INTU | INTUIT | $24.86万 | 0.05% | 575 | 575 | — | $24.86万 | 新建仓 |
| WMT | WALMART INC | $25.31万 | 0.05% | 2,037 | 2,037 | — | $25.31万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $25.76万 | 0.06% | 1,245 | 1,245 | — | $25.76万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $27.34万 | 0.06% | 1,379 | 1,379 | — | $27.34万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $27.88万 | 0.06% | 2,715 | 2,715 | — | $27.88万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $28.21万 | 0.06% | 67 | 67 | — | $28.21万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $28.21万 | 0.06% | 959 | 959 | — | $28.21万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $28.72万 | 0.06% | 1,000 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $28.87万 | 0.06% | 4,460 | 0 | 0.0% | — | 不变 |
| — | DFA INVT DIMENSIONS GROUP IN | $29.50万 | 0.06% | 5,800 | 5,800 | — | $29.50万 | 新建仓 |
| C | CITIGROUP INC | $29.79万 | 0.06% | 2,627 | 2,627 | — | $29.79万 | 新建仓 |
| POWL | POWELL INDS INC | $30.03万 | 0.06% | 555 | 555 | — | $30.03万 | 新建仓 |
| ALL | ALLSTATE CORP | $30.17万 | 0.06% | 1,455 | 1,455 | — | $30.17万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $30.75万 | 0.07% | 3,356 | 19 | 0.6% | $1,741 | 加仓 |
| — | HONEYWELL INTL INC | $30.97万 | 0.07% | 1,370 | 1,370 | — | $30.97万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $30.98万 | 0.07% | 13,100 | 13,100 | — | $30.98万 | 新建仓 |
| WULF | TERAWULF INC | $31.28万 | 0.07% | 21,676 | -3,824 | -15.0% | -$5.52万 | 减仓 |
| GEV | GE VERNOVA INC | $32.47万 | 0.07% | 372 | 372 | — | $32.47万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $32.69万 | 0.07% | 6,047 | -650 | -9.7% | -$3.51万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $33.54万 | 0.07% | 859 | 48 | 5.9% | $1.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $33.77万 | 0.07% | 5,407 | -70 | -1.3% | -$4,371 | 减仓 |
| MRK | MERCK & CO INC | $34.68万 | 0.07% | 2,883 | 2,883 | — | $34.68万 | 新建仓 |
| LLY | ELI LILLY & CO | $34.77万 | 0.07% | 378 | 378 | — | $34.77万 | 新建仓 |
| EMXC | ISHARES INC | $35.10万 | 0.08% | 4,462 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $35.38万 | 0.08% | 1,213 | 1,213 | — | $35.38万 | 新建仓 |
| IEFA | ISHARES TR | $35.69万 | 0.08% | 3,942 | -1,000 | -20.2% | -$9.05万 | 减仓 |
| ARTY | ISHARES TR | $35.93万 | 0.08% | 7,722 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $36.38万 | 0.08% | 4,689 | 4,689 | — | $36.38万 | 新建仓 |
| BLND | BLEND LABS INC | $36.69万 | 0.08% | 215,843 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $37.01万 | 0.08% | 1,514 | 1,514 | — | $37.01万 | 新建仓 |
| KLAC | KLA CORP | $37.10万 | 0.08% | 252 | 252 | — | $37.10万 | 新建仓 |
| V | VISA INC | $38.72万 | 0.08% | 1,281 | 1,281 | — | $38.72万 | 新建仓 |
| FNV | FRANCO NEV CORP | $38.74万 | 0.08% | 1,568 | 1,568 | — | $38.74万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.50万 | 0.09% | 2,089 | 2,089 | — | $42.50万 | 新建仓 |
| L | LOEWS CORP | $45.79万 | 0.10% | 4,290 | 4,290 | — | $45.79万 | 新建仓 |
| SGOL | ETFS GOLD TR | $46.04万 | 0.10% | 10,318 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $46.18万 | 0.10% | 9,106 | 1,485 | 19.5% | $7.53万 | 加仓 |
| WCLD | WISDOMTREE TR | $48.17万 | 0.10% | 17,633 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $48.48万 | 0.10% | 2,597 | 1,054 | 68.3% | $19.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $49.59万 | 0.11% | 14,153 | 0 | 0.0% | — | 不变 |
| VCRM | VANGUARD MUN BD FDS | $56.56万 | 0.12% | 7,526 | 2,976 | 65.4% | $22.36万 | 加仓 |
| BAC | BANK AMERICA CORP | $60.21万 | 0.13% | 12,350 | 7,094 | 135.0% | $34.58万 | 加仓 |
| T | AT&T INC | $61.58万 | 0.13% | 21,243 | 7,360 | 53.0% | $21.34万 | 加仓 |
| IVV | ISHARES TR | $62.97万 | 0.14% | 964 | -49 | -4.8% | -$3.20万 | 减仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $64.66万 | 0.14% | 74,071 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $66.30万 | 0.14% | 8,000 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $67.50万 | 0.15% | 2,353 | 2,353 | — | $67.50万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $70.22万 | 0.15% | 11,200 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $76.77万 | 0.17% | 2,065 | 1,260 | 156.5% | $46.84万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $81.18万 | 0.17% | 16,272 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $90.89万 | 0.20% | 9,453 | 5,593 | 144.9% | $53.78万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $93.34万 | 0.20% | 18,748 | 5,390 | 40.4% | $26.83万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $94.98万 | 0.20% | 35,734 | -8,938 | -20.0% | -$23.76万 | 减仓 |
| AVGO | BROADCOM INC | $96.26万 | 0.21% | 3,110 | 3,110 | — | $96.26万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $101.16万 | 0.22% | 4,657 | 14 | 0.3% | $3,041 | 加仓 |
| — | AMERICAN CENTY ETF TR | $110.35万 | 0.24% | 17,397 | 3,932 | 29.2% | $24.94万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $113.17万 | 0.24% | 46,947 | -15,844 | -25.2% | -$38.19万 | 减仓 |
| KO | COCA COLA CO | $114.59万 | 0.25% | 15,067 | 1,326 | 9.6% | $10.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $118.08万 | 0.25% | 1,816 | 468 | 34.7% | $30.43万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $124.57万 | 0.27% | 36,790 | 6 | 0.0% | $203 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $141.85万 | 0.31% | 23,650 | -550 | -2.3% | -$3.30万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $156.99万 | 0.34% | 10,600 | 193 | 1.9% | $2.86万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $162.21万 | 0.35% | 51,381 | 23,238 | 82.6% | $73.36万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $165.09万 | 0.36% | 48,598 | 4 | 0.0% | $136 | 加仓 |
| AMZN | AMAZON COM INC | $184.24万 | 0.40% | 8,846 | 7,023 | 385.2% | $146.27万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $187.83万 | 0.40% | 4,300 | 2 | 0.0% | $874 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $196.73万 | 0.42% | 26,290 | -62 | -0.2% | -$4,640 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $206.26万 | 0.44% | 18,671 | -236 | -1.2% | -$2.61万 | 减仓 |
| EEMS | ISHARES INC | $206.94万 | 0.45% | 29,913 | -2,553 | -7.9% | -$17.66万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $211.23万 | 0.45% | 54,217 | 3,827 | 7.6% | $14.91万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.46% | 3 | 0 | 0.0% | — | 不变 |