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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $222.63万 | 0.48% | 8,500 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $244.13万 | 0.53% | 6,595 | 4,777 | 262.8% | $176.83万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $248.25万 | 0.53% | 30,796 | 1 | 0.0% | $81 | 加仓 |
| GOOGL | ALPHABET INC | $250.52万 | 0.54% | 8,712 | 6,381 | 273.7% | $183.49万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $266.25万 | 0.57% | 35,452 | 23 | 0.1% | $1,727 | 加仓 |
| NVDA | NVIDIA CORPORATION | $287.15万 | 0.62% | 16,465 | 15,390 | 1,431.6% | $268.40万 | 加仓 |
| META | META PLATFORMS INC | $289.10万 | 0.62% | 5,053 | 939 | 22.8% | $53.72万 | 加仓 |
| IBMS | ISHARES TR | $297.05万 | 0.64% | 115,000 | 0 | 0.0% | — | 不变 |
| IBTJ | ISHARES TR | $303.49万 | 0.65% | 119,718 | 119,718 | — | $303.49万 | 新建仓 |
| IBMQ | ISHARES TR | $305.17万 | 0.66% | 119,536 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $331.83万 | 0.71% | 132,205 | -5,367 | -3.9% | -$13.47万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $341.80万 | 0.74% | 44,326 | 27 | 0.1% | $2,082 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $350.20万 | 0.75% | 56,211 | 5,211 | 10.2% | $32.46万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $419.36万 | 0.90% | 49,430 | -39 | -0.1% | -$3,309 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $456.52万 | 0.98% | 61,994 | -10,011 | -13.9% | -$73.72万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $498.28万 | 1.07% | 231,864 | 20,101 | 9.5% | $43.20万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $507.91万 | 1.09% | 50,862 | 715 | 1.4% | $7.14万 | 加仓 |
| — | EXXON MOBIL CORP | $518.19万 | 1.12% | 30,543 | -11,165 | -26.8% | -$189.43万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $542.12万 | 1.17% | 48,760 | -1,265 | -2.5% | -$14.06万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $552.19万 | 1.19% | 122,383 | -79 | -0.1% | -$3,564 | 减仓 |
| VTV | VANGUARD INDEX FDS | $613.07万 | 1.32% | 31,247 | 17,690 | 130.5% | $347.08万 | 加仓 |
| AAPL | APPLE INC | $656.83万 | 1.41% | 25,881 | 18,524 | 251.8% | $470.12万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $777.70万 | 1.68% | 96,512 | 574 | 0.6% | $4.63万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $910.02万 | 1.96% | 204,728 | 31,305 | 18.1% | $139.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,079.13万 | 2.32% | 18,059 | -324 | -1.8% | -$19.36万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,148.15万 | 2.47% | 35,789 | 117 | 0.3% | $3.75万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,827.63万 | 3.94% | 253,556 | 17,410 | 7.4% | $125.49万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,944.50万 | 4.19% | 274,221 | 54,378 | 24.7% | $385.59万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1,953.88万 | 4.21% | 549,924 | 48,039 | 9.6% | $170.68万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $3,857.12万 | 8.31% | 497,372 | 39,589 | 8.6% | $307.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,354.75万 | 11.53% | 1,377,960 | 71,022 | 5.4% | $275.99万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.36亿 | 29.23% | 927,673 | 1,793 | 0.2% | $26.23万 | 加仓 |