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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $1.08亿 | 21.98% | 926,151 | -1,522 | -0.2% | -$17.76万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $6,314.16万 | 12.84% | 1,423,391 | 45,431 | 3.3% | $201.53万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $4,343.86万 | 8.84% | 482,866 | -14,506 | -2.9% | -$130.50万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,394.91万 | 4.87% | 292,275 | 18,054 | 6.6% | $147.93万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,109.67万 | 4.29% | 566,203 | 16,279 | 3.0% | $60.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,048.21万 | 4.17% | 249,842 | -3,714 | -1.5% | -$30.45万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,158.34万 | 2.36% | 31,303 | -4,486 | -12.5% | -$166.00万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,134.36万 | 2.31% | 16,516 | -1,543 | -8.5% | -$105.98万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,109.72万 | 2.26% | 50,921 | 19,674 | 63.0% | $428.75万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $969.53万 | 1.97% | 216,172 | 11,444 | 5.6% | $51.33万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $905.48万 | 1.84% | 93,841 | -2,671 | -2.8% | -$25.77万 | 减仓 |
| AAPL | APPLE INC | $772.53万 | 1.57% | 26,698 | 817 | 3.2% | $23.64万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $629.67万 | 1.28% | 121,818 | -565 | -0.5% | -$2.92万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $616.01万 | 1.25% | 48,096 | -664 | -1.4% | -$8.50万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $569.34万 | 1.16% | 240,432 | 8,568 | 3.7% | $20.29万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $514.38万 | 1.05% | 49,915 | -947 | -1.9% | -$9.76万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $422.12万 | 0.86% | 47,323 | -2,107 | -4.3% | -$18.79万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $418.52万 | 0.85% | 57,065 | 854 | 1.5% | $6.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $402.90万 | 0.82% | 20,136 | 3,671 | 22.3% | $73.45万 | 加仓 |
| KLAC | KLA CORP | $391.44万 | 0.80% | 12,974 | 10,454 | 414.8% | $315.41万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $381.50万 | 0.78% | 44,625 | 299 | 0.7% | $2.56万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $368.80万 | 0.75% | 47,752 | 47,752 | — | $368.80万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $342.85万 | 0.70% | 118,389 | -13,816 | -10.5% | -$40.01万 | 减仓 |
| GOOGL | ALPHABET INC | $316.20万 | 0.64% | 8,848 | 136 | 1.6% | $4.86万 | 加仓 |
| IBMQ | ISHARES TR | $305.77万 | 0.62% | 119,536 | 0 | 0.0% | — | 不变 |
| IBMR | ISHARES TR | $303.96万 | 0.62% | 119,718 | 0 | 0.0% | — | 重新持有 |
| IBMS | ISHARES TR | $297.50万 | 0.61% | 115,000 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $280.90万 | 0.57% | 30,797 | 1 | 0.0% | $91 | 加仓 |
| MSFT | MICROSOFT CORP | $279.50万 | 0.57% | 7,493 | 898 | 13.6% | $33.50万 | 加仓 |
| META | META PLATFORMS INC | $277.70万 | 0.56% | 4,930 | -123 | -2.4% | -$6.93万 | 减仓 |
| AMZN | AMAZON COM INC | $271.28万 | 0.55% | 11,382 | 2,536 | 28.7% | $60.44万 | 加仓 |
| VB | VANGUARD INDEX FDS | $257.65万 | 0.52% | 8,500 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $238.57万 | 0.49% | 3,761 | 3,761 | — | $238.57万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $225.92万 | 0.46% | 18,109 | -562 | -3.0% | -$7.01万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $224.66万 | 0.46% | 3 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $222.39万 | 0.45% | 25,817 | 17 | 0.1% | $1,464 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $219.72万 | 0.45% | 53,265 | -952 | -1.8% | -$3.93万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $217.01万 | 0.44% | 57,930 | 6,549 | 12.7% | $24.53万 | 加仓 |
| EEMS | ISHARES INC | $202.61万 | 0.41% | 26,698 | -3,215 | -10.7% | -$24.40万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $194.44万 | 0.40% | 25,115 | -1,175 | -4.5% | -$9.10万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $180.76万 | 0.37% | 1,566 | 881 | 128.6% | $101.69万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $179.12万 | 0.36% | 48,622 | 24 | 0.0% | $884 | 加仓 |
| AVGO | BROADCOM INC | $174.60万 | 0.36% | 4,622 | 1,512 | 48.6% | $57.12万 | 加仓 |
| AMAT | APPLIED MATLS INC | $173.32万 | 0.35% | 2,397 | 1,765 | 279.3% | $127.62万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $171.50万 | 0.35% | 20,478 | -14,974 | -42.2% | -$125.41万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $167.51万 | 0.34% | 10,600 | 0 | 0.0% | — | 不变 |
| AVES | AMERICAN CENTY ETF TR | $155.18万 | 0.32% | 23,655 | 5 | 0.0% | $328 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $148.02万 | 0.30% | 36,812 | 22 | 0.1% | $885 | 加仓 |
| KO | COCA COLA CO | $132.36万 | 0.27% | 16,286 | 1,219 | 8.1% | $9.91万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $129.27万 | 0.26% | 18,648 | 1,251 | 7.2% | $8.67万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $114.35万 | 0.23% | 1,531 | -285 | -15.7% | -$21.29万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $113.79万 | 0.23% | 46,732 | -215 | -0.5% | -$5,235 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $113.63万 | 0.23% | 1,956 | -133 | -6.4% | -$7.73万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $108.99万 | 0.22% | 14,049 | 14,049 | — | $108.99万 | 新建仓 |
| BAC | BANK OF AMER CORP | $104.23万 | 0.21% | 18,292 | 5,942 | 48.1% | $33.86万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $98.58万 | 0.20% | 34,028 | -1,706 | -4.8% | -$4.94万 | 减仓 |
| COP | CONOCOPHILLIPS | $98.23万 | 0.20% | 9,449 | -19,940 | -67.8% | -$207.30万 | 重新持有 |
| VUSB | VANGUARD BD INDEX FDS | $96.68万 | 0.20% | 19,422 | 674 | 3.6% | $3.36万 | 加仓 |
| TSLA | TESLA INC | $95.56万 | 0.19% | 2,272 | 207 | 10.0% | $8.71万 | 加仓 |
| GOOG | ALPHABET INC | $89.58万 | 0.18% | 2,535 | 182 | 7.7% | $6.43万 | 加仓 |
| — | DFA INVT DIMENSIONS GROUP IN | $84.31万 | 0.17% | 13,803 | 8,003 | 138.0% | $48.88万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $82.30万 | 0.17% | 16,272 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $77.42万 | 0.16% | 2,257 | 976 | 76.2% | $33.48万 | 加仓 |
| LLY | ELI LILLY & CO | $76.40万 | 0.16% | 637 | 259 | 68.5% | $31.07万 | 加仓 |
| IVV | ISHARES TR | $72.64万 | 0.15% | 970 | 6 | 0.6% | $4,493 | 加仓 |
| LRCX | LAM RESEARCH CORP | $70.72万 | 0.14% | 1,632 | 1,632 | — | $70.72万 | 新建仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $70.22万 | 0.14% | 21,774 | 21,774 | — | $70.22万 | 新建仓 |
| C | CITIGROUP INC | $62.67万 | 0.13% | 4,478 | 1,851 | 70.5% | $25.91万 | 加仓 |
| ARTY | ISHARES TR | $58.84万 | 0.12% | 7,726 | 4 | 0.1% | $305 | 加仓 |
| CSCO | CISCO SYS INC | $58.59万 | 0.12% | 4,988 | 299 | 6.4% | $3.51万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $57.85万 | 0.12% | 758 | -101 | -11.8% | -$7.71万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $57.82万 | 0.12% | 2,379 | -2,278 | -48.9% | -$55.36万 | 减仓 |
| WCLD | WISDOMTREE TR | $56.52万 | 0.11% | 17,633 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $55.59万 | 0.11% | 522 | 522 | — | $55.59万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $54.90万 | 0.11% | 14,153 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $51.71万 | 0.11% | 2,055 | 940 | 84.3% | $23.65万 | 加仓 |
| GEV | GE VERNOVA INC | $50.99万 | 0.10% | 434 | 62 | 16.7% | $7.28万 | 加仓 |
| NFLX | NETFLIX INC. | $49.85万 | 0.10% | 6,982 | -2,471 | -26.1% | -$17.64万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $49.15万 | 0.10% | 1,650 | -386 | -19.0% | -$11.50万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $47.01万 | 0.10% | 1,851 | 337 | 22.3% | $8.56万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $46.46万 | 0.09% | 9,149 | 43 | 0.5% | $2,183 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $46.15万 | 0.09% | 1,398 | 185 | 15.3% | $6.11万 | 加仓 |
| EMXC | ISHARES INC | $45.90万 | 0.09% | 4,487 | 25 | 0.6% | $2,557 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $45.48万 | 0.09% | 1,054 | 1,054 | — | $45.48万 | 新建仓 |
| VCRM | VANGUARD MUN BD FDS | $44.03万 | 0.09% | 5,763 | -1,763 | -23.4% | -$13.47万 | 减仓 |
| L | LOEWS CORP | $43.03万 | 0.09% | 3,801 | -489 | -11.4% | -$5.54万 | 减仓 |
| T | AT&T INC | $42.89万 | 0.09% | 20,719 | -524 | -2.5% | -$1.08万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $40.79万 | 0.08% | 1,246 | 287 | 29.9% | $9.39万 | 加仓 |
| BLND | BLEND LABS INC | $38.62万 | 0.08% | 225,843 | 10,000 | 4.6% | $1.71万 | 加仓 |
| WMT | WALMART INC | $38.08万 | 0.08% | 3,362 | 1,325 | 65.0% | $15.01万 | 加仓 |
| ALL | ALLSTATE CORP | $37.78万 | 0.08% | 1,588 | 133 | 9.1% | $3.16万 | 加仓 |
| D | DOMINION ENERGY INC | $36.80万 | 0.07% | 5,389 | 5,389 | — | $36.80万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $36.76万 | 0.07% | 393 | 393 | — | $36.76万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $36.14万 | 0.07% | 6,054 | 7 | 0.1% | $418 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $35.90万 | 0.07% | 4,890 | -57,104 | -92.1% | -$419.23万 | 减仓 |
| CRM | SALESFORCE INC | $35.23万 | 0.07% | 2,249 | -348 | -13.4% | -$5.45万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $34.27万 | 0.07% | 13,100 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $32.70万 | 0.07% | 165 | 165 | — | $32.70万 | 新建仓 |
| FNV | FRANCO NEV CORP | $32.68万 | 0.07% | 1,568 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $32.23万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |