Cypress Point Wealth Management, LLC
DALLAS TX · SEC CIK 0001825611
$4.92亿2026Q2 申报市值
142持仓数
65.9%前十大占比 · 第一大 22.0%
39 / 23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
VTV 加仓+$428.75万
VCRB 新建仓+$368.80万
KLAC 加仓+$315.41万
DE 新建仓+$238.57万
DIMENSIONAL ETF 加仓+$201.53万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$518.19万
BND 减仓-$419.23万
IBTJ 清仓-$303.49万
COP 重新持有-$207.30万
VTI 减仓-$166.00万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -30,543 | -100.0% | -$518.19万 | 清仓 |
| IBTJ | ISHARES TR | $0 | 0.00% | 0 | -119,718 | -100.0% | -$303.49万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -11,200 | -100.0% | -$70.22万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$66.30万 | 清仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $0 | 0.00% | 0 | -74,071 | -100.0% | -$64.66万 | 清仓 |
| SGOL | ETFS GOLD TR | $0 | 0.00% | 0 | -10,318 | -100.0% | -$46.04万 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -3,942 | -100.0% | -$35.69万 | 清仓 |
| WULF | TERAWULF INC | $0 | 0.00% | 0 | -21,676 | -100.0% | -$31.28万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,370 | -100.0% | -$30.97万 | 清仓 |
| POWL | POWELL INDS INC | $0 | 0.00% | 0 | -1,665 | -100.0% | -$30.03万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,715 | -100.0% | -$27.88万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,379 | -100.0% | -$27.34万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -575 | -100.0% | -$24.86万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -720 | -100.0% | -$23.68万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -480 | -100.0% | -$23.59万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -9,714 | -100.0% | -$22.04万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,182 | -100.0% | -$21.53万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,023 | -100.0% | -$20.76万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,450 | -100.0% | -$20.21万 | 清仓 |
| — | URANIUM RTY CORP | $0 | 0.00% | 0 | -17,835 | -100.0% | -$6.51万 | 清仓 |
| — | VOYAGER THERAPEUTICS INC | $0 | 0.00% | 0 | -10,235 | -100.0% | -$3.95万 | 清仓 |
| CLVT | CLARIVATE PLC | $0 | 0.00% | 0 | -12,269 | -100.0% | -$3.10万 | 清仓 |
| — | RENOVORX INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$2.02万 | 清仓 |
| — | FOLD HLDGS INC | $2.43万 | 0.00% | 53,604 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $13.66万 | 0.03% | 10,556 | 10,556 | — | $13.66万 | 新建仓 |
| VNO | VORNADO RLTY TR | $20.18万 | 0.04% | 5,135 | 5,135 | — | $20.18万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $20.19万 | 0.04% | 1,133 | -542 | -32.4% | -$9.66万 | 减仓 |
| HRB | BLOCK H & R INC | $20.48万 | 0.04% | 5,378 | 5,378 | — | $20.48万 | 新建仓 |
| GE | GE AEROSPACE | $20.77万 | 0.04% | 556 | -302 | -35.2% | -$11.28万 | 减仓 |
| MCO | MOODYS CORP | $20.83万 | 0.04% | 460 | 460 | — | $20.83万 | 新建仓 |
| MLI | MUELLER INDS INC | $20.91万 | 0.04% | 1,701 | 1,701 | — | $20.91万 | 新建仓 |
| EXC | EXELON CORP | $21.23万 | 0.04% | 4,553 | 4,553 | — | $21.23万 | 新建仓 |
| IWR | ISHARES TR | $21.37万 | 0.04% | 1,937 | 1,937 | — | $21.37万 | 新建仓 |
| AGX | ARGAN INC | $21.56万 | 0.04% | 270 | 270 | — | $21.56万 | 新建仓 |
| INTC | INTEL CORP | $22.13万 | 0.05% | 1,585 | 1,585 | — | $22.13万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $22.42万 | 0.05% | 1,649 | 1,649 | — | $22.42万 | 新建仓 |
| ORCL | ORACLE CORP | $23.02万 | 0.05% | 1,571 | 1,571 | — | $23.02万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $23.07万 | 0.05% | 4,764 | 33 | 0.7% | $1,598 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.59万 | 0.05% | 610 | 610 | — | $23.59万 | 新建仓 |
| ETSY | ETSY INC | $23.64万 | 0.05% | 3,138 | 3,138 | — | $23.64万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $24.68万 | 0.05% | 737 | 737 | — | $24.68万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.80万 | 0.05% | 257 | 257 | — | $24.80万 | 新建仓 |
| KKR | KKR & CO INC | $24.93万 | 0.05% | 2,716 | 64 | 2.4% | $5,874 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.01万 | 0.05% | 1,509 | 264 | 21.2% | $4.38万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $25.80万 | 0.05% | 1,354 | 1,354 | — | $25.80万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.11万 | 0.05% | 258 | 258 | — | $26.11万 | 新建仓 |
| EEMV | ISHARES INC | $26.31万 | 0.05% | 3,495 | -965 | -21.6% | -$7.26万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $26.33万 | 0.05% | 3,000 | 3,000 | — | $26.33万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $26.33万 | 0.05% | 3,649 | 821 | 29.0% | $5.92万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $26.61万 | 0.05% | 1,190 | 1,190 | — | $26.61万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $26.68万 | 0.05% | 3,817 | -1,590 | -29.4% | -$11.11万 | 减仓 |
| MPC | MARATHON PETE CORP | $26.82万 | 0.05% | 1,049 | 1,049 | — | $26.82万 | 新建仓 |
| CVS | CVS HEALTH CORP | $27.40万 | 0.06% | 2,649 | 2,649 | — | $27.40万 | 新建仓 |
| MO | ALTRIA GROUP INC | $27.46万 | 0.06% | 3,817 | 3,817 | — | $27.46万 | 新建仓 |
| SYY | SYSCO CORP | $27.63万 | 0.06% | 3,306 | 3,306 | — | $27.63万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $27.91万 | 0.06% | 825 | 84 | 11.3% | $2.84万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $28.00万 | 0.06% | 2,792 | 433 | 18.4% | $4.34万 | 重新持有 |
| CEG | CONSTELLATION ENERGY CORP | $28.29万 | 0.06% | 1,139 | 1,139 | — | $28.29万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $28.75万 | 0.06% | 1,104 | 1,104 | — | $28.75万 | 新建仓 |
| APP | APPLOVIN CORP | $29.06万 | 0.06% | 564 | 564 | — | $29.06万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.45万 | 0.06% | 8,011 | 8,011 | — | $29.45万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $29.96万 | 0.06% | 469 | 469 | — | $29.96万 | 新建仓 |
| MRK | MERCK & CO INC | $30.11万 | 0.06% | 2,343 | -540 | -18.7% | -$6.94万 | 减仓 |
| BIL | SPDR SERIES TRUST | $31.02万 | 0.06% | 3,385 | 29 | 0.9% | $2,658 | 加仓 |
| QCOM | QUALCOMM INC | $31.40万 | 0.06% | 1,699 | 1,699 | — | $31.40万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $32.23万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $32.68万 | 0.07% | 1,568 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $32.70万 | 0.07% | 165 | 165 | — | $32.70万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $34.27万 | 0.07% | 13,100 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $35.23万 | 0.07% | 2,249 | -348 | -13.4% | -$5.45万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $35.90万 | 0.07% | 4,890 | -57,104 | -92.1% | -$419.23万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $36.14万 | 0.07% | 6,054 | 7 | 0.1% | $418 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $36.76万 | 0.07% | 393 | 393 | — | $36.76万 | 新建仓 |
| D | DOMINION ENERGY INC | $36.80万 | 0.07% | 5,389 | 5,389 | — | $36.80万 | 新建仓 |
| ALL | ALLSTATE CORP | $37.78万 | 0.08% | 1,588 | 133 | 9.1% | $3.16万 | 加仓 |
| WMT | WALMART INC | $38.08万 | 0.08% | 3,362 | 1,325 | 65.0% | $15.01万 | 加仓 |
| BLND | BLEND LABS INC | $38.62万 | 0.08% | 225,843 | 10,000 | 4.6% | $1.71万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $40.79万 | 0.08% | 1,246 | 287 | 29.9% | $9.39万 | 加仓 |
| T | AT&T INC | $42.89万 | 0.09% | 20,719 | -524 | -2.5% | -$1.08万 | 减仓 |
| L | LOEWS CORP | $43.03万 | 0.09% | 3,801 | -489 | -11.4% | -$5.54万 | 减仓 |
| VCRM | VANGUARD MUN BD FDS | $44.03万 | 0.09% | 5,763 | -1,763 | -23.4% | -$13.47万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $45.48万 | 0.09% | 1,054 | 1,054 | — | $45.48万 | 新建仓 |
| EMXC | ISHARES INC | $45.90万 | 0.09% | 4,487 | 25 | 0.6% | $2,557 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $46.15万 | 0.09% | 1,398 | 185 | 15.3% | $6.11万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $46.46万 | 0.09% | 9,149 | 43 | 0.5% | $2,183 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $47.01万 | 0.10% | 1,851 | 337 | 22.3% | $8.56万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $49.15万 | 0.10% | 1,650 | -386 | -19.0% | -$11.50万 | 减仓 |
| NFLX | NETFLIX INC. | $49.85万 | 0.10% | 6,982 | -2,471 | -26.1% | -$17.64万 | 减仓 |
| GEV | GE VERNOVA INC | $50.99万 | 0.10% | 434 | 62 | 16.7% | $7.28万 | 加仓 |
| ABBV | ABBVIE INC | $51.71万 | 0.11% | 2,055 | 940 | 84.3% | $23.65万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $54.90万 | 0.11% | 14,153 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $55.59万 | 0.11% | 522 | 522 | — | $55.59万 | 新建仓 |
| WCLD | WISDOMTREE TR | $56.52万 | 0.11% | 17,633 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $57.82万 | 0.12% | 2,379 | -2,278 | -48.9% | -$55.36万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $57.85万 | 0.12% | 758 | -101 | -11.8% | -$7.71万 | 减仓 |
| CSCO | CISCO SYS INC | $58.59万 | 0.12% | 4,988 | 299 | 6.4% | $3.51万 | 加仓 |
| ARTY | ISHARES TR | $58.84万 | 0.12% | 7,726 | 4 | 0.1% | $305 | 加仓 |
| C | CITIGROUP INC | $62.67万 | 0.13% | 4,478 | 1,851 | 70.5% | $25.91万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $70.22万 | 0.14% | 21,774 | 21,774 | — | $70.22万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $70.72万 | 0.14% | 1,632 | 1,632 | — | $70.72万 | 新建仓 |