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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $31.40万 | 0.06% | 1,699 | 1,699 | — | $31.40万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $31.02万 | 0.06% | 3,385 | 29 | 0.9% | $2,658 | 加仓 |
| MRK | MERCK & CO INC | $30.11万 | 0.06% | 2,343 | -540 | -18.7% | -$6.94万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $29.96万 | 0.06% | 469 | 469 | — | $29.96万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $29.45万 | 0.06% | 8,011 | 8,011 | — | $29.45万 | 新建仓 |
| APP | APPLOVIN CORP | $29.06万 | 0.06% | 564 | 564 | — | $29.06万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $28.75万 | 0.06% | 1,104 | 1,104 | — | $28.75万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $28.29万 | 0.06% | 1,139 | 1,139 | — | $28.29万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $28.00万 | 0.06% | 2,792 | 433 | 18.4% | $4.34万 | 重新持有 |
| AXP | AMERICAN EXPRESS CO | $27.91万 | 0.06% | 825 | 84 | 11.3% | $2.84万 | 加仓 |
| SYY | SYSCO CORP | $27.63万 | 0.06% | 3,306 | 3,306 | — | $27.63万 | 新建仓 |
| MO | ALTRIA GROUP INC | $27.46万 | 0.06% | 3,817 | 3,817 | — | $27.46万 | 新建仓 |
| CVS | CVS HEALTH CORP | $27.40万 | 0.06% | 2,649 | 2,649 | — | $27.40万 | 新建仓 |
| MPC | MARATHON PETE CORP | $26.82万 | 0.05% | 1,049 | 1,049 | — | $26.82万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $26.68万 | 0.05% | 3,817 | -1,590 | -29.4% | -$11.11万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $26.61万 | 0.05% | 1,190 | 1,190 | — | $26.61万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $26.33万 | 0.05% | 3,649 | 821 | 29.0% | $5.92万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $26.33万 | 0.05% | 3,000 | 3,000 | — | $26.33万 | 新建仓 |
| EEMV | ISHARES INC | $26.31万 | 0.05% | 3,495 | -965 | -21.6% | -$7.26万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.11万 | 0.05% | 258 | 258 | — | $26.11万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $25.80万 | 0.05% | 1,354 | 1,354 | — | $25.80万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $25.01万 | 0.05% | 1,509 | 264 | 21.2% | $4.38万 | 加仓 |
| KKR | KKR & CO INC | $24.93万 | 0.05% | 2,716 | 64 | 2.4% | $5,874 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.80万 | 0.05% | 257 | 257 | — | $24.80万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $24.68万 | 0.05% | 737 | 737 | — | $24.68万 | 新建仓 |
| ETSY | ETSY INC | $23.64万 | 0.05% | 3,138 | 3,138 | — | $23.64万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.59万 | 0.05% | 610 | 610 | — | $23.59万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $23.07万 | 0.05% | 4,764 | 33 | 0.7% | $1,598 | 加仓 |
| ORCL | ORACLE CORP | $23.02万 | 0.05% | 1,571 | 1,571 | — | $23.02万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $22.42万 | 0.05% | 1,649 | 1,649 | — | $22.42万 | 新建仓 |
| INTC | INTEL CORP | $22.13万 | 0.05% | 1,585 | 1,585 | — | $22.13万 | 新建仓 |
| AGX | ARGAN INC | $21.56万 | 0.04% | 270 | 270 | — | $21.56万 | 新建仓 |
| IWR | ISHARES TR | $21.37万 | 0.04% | 1,937 | 1,937 | — | $21.37万 | 新建仓 |
| EXC | EXELON CORP | $21.23万 | 0.04% | 4,553 | 4,553 | — | $21.23万 | 新建仓 |
| MLI | MUELLER INDS INC | $20.91万 | 0.04% | 1,701 | 1,701 | — | $20.91万 | 新建仓 |
| MCO | MOODYS CORP | $20.83万 | 0.04% | 460 | 460 | — | $20.83万 | 新建仓 |
| GE | GE AEROSPACE | $20.77万 | 0.04% | 556 | -302 | -35.2% | -$11.28万 | 减仓 |
| HRB | BLOCK H & R INC | $20.48万 | 0.04% | 5,378 | 5,378 | — | $20.48万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $20.19万 | 0.04% | 1,133 | -542 | -32.4% | -$9.66万 | 减仓 |
| VNO | VORNADO RLTY TR | $20.18万 | 0.04% | 5,135 | 5,135 | — | $20.18万 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $13.66万 | 0.03% | 10,556 | 10,556 | — | $13.66万 | 新建仓 |
| — | FOLD HLDGS INC | $2.43万 | 0.00% | 53,604 | 0 | 0.0% | — | 不变 |
| — | 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 |