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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $25.76万 | 0.06% | 1,245 | 1,245 | — | $25.76万 | 新建仓 |
| WMT | WALMART INC | $25.31万 | 0.05% | 2,037 | 2,037 | — | $25.31万 | 新建仓 |
| INTU | INTUIT | $24.86万 | 0.05% | 575 | 575 | — | $24.86万 | 新建仓 |
| KKR | KKR & CO INC | $24.53万 | 0.05% | 2,652 | 327 | 14.1% | $3.02万 | 加仓 |
| GE | GE AEROSPACE | $24.34万 | 0.05% | 858 | 858 | — | $24.34万 | 新建仓 |
| ABBV | ABBVIE INC | $24.25万 | 0.05% | 1,115 | 1,115 | — | $24.25万 | 新建仓 |
| HD | HOME DEPOT INC | $23.68万 | 0.05% | 720 | 720 | — | $23.68万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $23.59万 | 0.05% | 480 | 480 | — | $23.59万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $23.14万 | 0.05% | 685 | 685 | — | $23.14万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $22.73万 | 0.05% | 4,731 | 21 | 0.4% | $1,009 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $22.41万 | 0.05% | 741 | 741 | — | $22.41万 | 新建仓 |
| TTD | THE TRADE DESK INC | $22.04万 | 0.05% | 9,714 | 714 | 7.9% | $1.62万 | 加仓 |
| AMAT | APPLIED MATLS INC | $21.60万 | 0.05% | 632 | 632 | — | $21.60万 | 新建仓 |
| PSX | PHILLIPS 66 | $21.53万 | 0.05% | 1,182 | 1,182 | — | $21.53万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $20.76万 | 0.04% | 1,023 | 1,023 | — | $20.76万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $20.34万 | 0.04% | 2,828 | 2,828 | — | $20.34万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $20.21万 | 0.04% | 1,450 | 1,450 | — | $20.21万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.17万 | 0.04% | 2,036 | 2,036 | — | $20.17万 | 新建仓 |
| — | FOLD HLDGS INC | $7.08万 | 0.02% | 53,604 | -900 | -1.7% | -$1,188 | 减仓 |
| — | URANIUM RTY CORP | $6.51万 | 0.01% | 17,835 | 17,835 | — | $6.51万 | 新建仓 |
| — | VOYAGER THERAPEUTICS INC | $3.95万 | 0.01% | 10,235 | 10,235 | — | $3.95万 | 新建仓 |
| CLVT | CLARIVATE PLC | $3.10万 | 0.01% | 12,269 | 12,269 | — | $3.10万 | 新建仓 |
| — | RENOVORX INC | $2.02万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| 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 |