CHERRYDALE WEALTH MANAGEMENT, LLC
HOBOKEN NJ · SEC CIK 0001907327
$3.24亿2026Q1 申报市值
77持仓数
81.0%前十大占比 · 第一大 27.7%
3 / 3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
QQQ 加仓+$365.12万
VTI 加仓+$239.71万
VONE 加仓+$178.67万
VCIT 加仓+$118.90万
PYLD 加仓+$78.52万
2026Q1 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$194.68万
SPY 减仓-$82.28万
ITOT 减仓-$66.63万
VOT 减仓-$63.36万
IXUS 减仓-$47.56万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| LIF | LIFE360 INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -618 | -100.0% | -$21.28万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -919 | -100.0% | -$21.04万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -557 | -100.0% | -$20.61万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WIT | WIPRO LTD | $3.13万 | 0.01% | 14,764 | -14,757 | -50.0% | -$3.13万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $5.38万 | 0.02% | 10,694 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $20.05万 | 0.06% | 1,598 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $20.38万 | 0.06% | 718 | 7 | 1.0% | $1,987 | 加仓 |
| WFC | WELLS FARGO & CO | $21.31万 | 0.07% | 2,677 | -92 | -3.3% | -$7,325 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $21.34万 | 0.07% | 463 | -10 | -2.1% | -$4,610 | 减仓 |
| LRCX | LAM RESEARCH CORP | $21.67万 | 0.07% | 1,014 | 1,014 | — | $21.67万 | 新建仓 |
| RTX | RTX CORPORATION | $21.79万 | 0.07% | 1,130 | -69 | -5.8% | -$1.33万 | 减仓 |
| T | AT&T INC | $21.88万 | 0.07% | 7,548 | 45 | 0.6% | $1,305 | 重新持有 |
| KO | COCA COLA CO | $21.96万 | 0.07% | 2,888 | 25 | 0.9% | $1,901 | 加仓 |
| ORCL | ORACLE CORP | $21.98万 | 0.07% | 1,494 | -27 | -1.8% | -$3,972 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.08万 | 0.07% | 911 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $23.15万 | 0.07% | 856 | 90 | 11.7% | $2.43万 | 加仓 |
| CSCO | CISCO SYS INC | $23.18万 | 0.07% | 2,987 | -645 | -17.8% | -$5.01万 | 减仓 |
| VB | VANGUARD INDEX FDS | $24.13万 | 0.07% | 921 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.16万 | 0.08% | 1,720 | -88 | -4.9% | -$1.29万 | 减仓 |
| IEFA | ISHARES TR | $25.19万 | 0.08% | 2,783 | 110 | 4.1% | $9,958 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.34万 | 0.08% | 1,225 | -150 | -10.9% | -$3.10万 | 减仓 |
| MRK | MERCK & CO INC | $25.65万 | 0.08% | 2,133 | -97 | -4.3% | -$1.17万 | 减仓 |
| AMAT | APPLIED MATLS INC | $26.06万 | 0.08% | 762 | 762 | — | $26.06万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.38万 | 0.09% | 1,395 | -41 | -2.9% | -$8,341 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $30.03万 | 0.09% | 301 | 3 | 1.0% | $2,993 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $32.40万 | 0.10% | 959 | 67 | 7.5% | $2.26万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $34.55万 | 0.11% | 691 | -78 | -10.1% | -$3.90万 | 减仓 |
| CAT | CATERPILLAR INC | $34.82万 | 0.11% | 492 | -31 | -5.9% | -$2.19万 | 减仓 |
| ABBV | ABBVIE INC | $35.23万 | 0.11% | 1,620 | 13 | 0.8% | $2,827 | 加仓 |
| WMT | WALMART INC | $35.58万 | 0.11% | 2,863 | -16 | -0.6% | -$1,988 | 减仓 |
| IJH | ISHARES TR | $38.31万 | 0.12% | 5,672 | 13 | 0.2% | $878 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $38.41万 | 0.12% | 454 | 3 | 0.7% | $2,538 | 加仓 |
| VSGX | VANGUARD WORLD FD | $38.80万 | 0.12% | 5,409 | -624 | -10.3% | -$4.48万 | 减仓 |
| BAC | BANK AMERICA CORP | $40.11万 | 0.12% | 8,228 | -1,268 | -13.4% | -$6.18万 | 减仓 |
| DNL | WISDOMTREE TR | $41.91万 | 0.13% | 10,381 | 5 | 0.0% | $202 | 加仓 |
| V | VISA INC | $42.87万 | 0.13% | 1,418 | -209 | -12.8% | -$6.32万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $44.16万 | 0.14% | 5,880 | 9 | 0.2% | $676 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $47.42万 | 0.15% | 1,940 | 32 | 1.7% | $7,822 | 加仓 |
| VTV | VANGUARD INDEX FDS | $52.10万 | 0.16% | 2,656 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $54.25万 | 0.17% | 5,642 | 42 | 0.8% | $4,038 | 加仓 |
| TSLA | TESLA INC | $61.56万 | 0.19% | 1,656 | -73 | -4.2% | -$2.71万 | 减仓 |
| LLY | ELI LILLY & CO | $65.83万 | 0.20% | 716 | -16 | -2.2% | -$1.47万 | 减仓 |
| — | EXXON MOBIL CORP | $66.48万 | 0.21% | 3,918 | -76 | -1.9% | -$1.29万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $68.63万 | 0.21% | 6,257 | 89 | 1.4% | $9,762 | 加仓 |
| LQD | ISHARES TR | $71.38万 | 0.22% | 6,549 | 6,549 | — | $71.38万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $71.39万 | 0.22% | 13,531 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $72.49万 | 0.22% | 2,145 | 15 | 0.7% | $5,069 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $75.80万 | 0.23% | 2,577 | -76 | -2.9% | -$2.24万 | 减仓 |
| GOVT | ISHARES TR | $82.50万 | 0.25% | 36,010 | -1,044 | -2.8% | -$2.39万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $84.54万 | 0.26% | 7,530 | 19 | 0.3% | $2,133 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $89.61万 | 0.28% | 1,870 | -112 | -5.7% | -$5.37万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $93.71万 | 0.29% | 3,641 | -2,462 | -40.3% | -$63.36万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $97.51万 | 0.30% | 2,392 | 3 | 0.1% | $1,223 | 加仓 |
| AVGO | BROADCOM INC | $115.50万 | 0.36% | 3,732 | -68 | -1.8% | -$2.10万 | 减仓 |
| ACWI | ISHARES TR | $147.34万 | 0.46% | 10,649 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $150.88万 | 0.47% | 5,260 | 2 | 0.0% | $574 | 加仓 |
| META | META PLATFORMS INC | $156.80万 | 0.48% | 2,741 | -91 | -3.2% | -$5.21万 | 减仓 |
| DTD | WISDOMTREE TR | $161.46万 | 0.50% | 18,696 | 79 | 0.4% | $6,822 | 加仓 |
| AMZN | AMAZON COM INC | $189.32万 | 0.58% | 9,090 | -64 | -0.7% | -$1.33万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $195.04万 | 0.60% | 40,651 | 8,516 | 26.5% | $40.86万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $202.89万 | 0.63% | 55,194 | 141 | 0.3% | $5,183 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $204.69万 | 0.63% | 3,147 | -1,265 | -28.7% | -$82.28万 | 减仓 |
| MSFT | MICROSOFT CORP | $208.99万 | 0.65% | 5,646 | -837 | -12.9% | -$30.98万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $224.10万 | 0.69% | 3,750 | 122 | 3.4% | $7.29万 | 加仓 |
| GOOGL | ALPHABET INC | $235.01万 | 0.73% | 8,172 | -720 | -8.1% | -$20.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $340.49万 | 1.05% | 19,524 | -1,763 | -8.3% | -$30.75万 | 减仓 |
| AAPL | APPLE INC | $361.10万 | 1.12% | 14,228 | -1,346 | -8.6% | -$34.16万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $376.31万 | 1.16% | 42,424 | -138 | -0.3% | -$1.22万 | 减仓 |
| IWB | ISHARES TR | $386.22万 | 1.19% | 10,832 | -500 | -4.4% | -$17.83万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $409.63万 | 1.27% | 49,502 | 14,369 | 40.9% | $118.90万 | 加仓 |
| PYLD | PIMCO ETF TR | $529.61万 | 1.64% | 202,142 | 29,971 | 17.4% | $78.52万 | 加仓 |
| IXUS | ISHARES TR | $1,086.26万 | 3.36% | 125,376 | -5,489 | -4.2% | -$47.56万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,118.88万 | 3.46% | 247,978 | -2,261 | -0.9% | -$10.20万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,318.38万 | 4.07% | 22,842 | 6,326 | 38.3% | $365.12万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,937.85万 | 5.99% | 251,310 | 6,902 | 2.8% | $53.22万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $2,157.13万 | 6.66% | 73,093 | 6,054 | 9.0% | $178.67万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,316.54万 | 7.16% | 681,936 | -2,115 | -0.3% | -$7.18万 | 减仓 |
| ITOT | ISHARES TR | $2,573.98万 | 7.95% | 180,719 | -4,678 | -2.5% | -$66.63万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,200.92万 | 12.98% | 1,081,040 | -50,098 | -4.4% | -$194.68万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $8,969.92万 | 27.71% | 279,602 | 7,472 | 2.7% | $239.71万 | 加仓 |