CHERRYDALE WEALTH MANAGEMENT, LLC
HOBOKEN NJ · SEC CIK 0001907327
$3.82亿2026Q2 申报市值
84持仓数
80.0%前十大占比 · 第一大 27.8%
9 / 5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
SPY 加仓+$377.85万
VTI 加仓+$259.66万
DFAX 加仓+$81.91万
VONE 加仓+$81.73万
QQQ 加仓+$59.94万
2026Q2 卖出最多 按季末市值估算
PLTR 清仓-$25.16万
T 清仓-$21.88万
ISRG 清仓-$21.34万
BABA 清仓-$20.05万
AAPL 减仓-$5.41万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.06亿 | 27.75% | 286,619 | 7,017 | 2.5% | $259.66万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,834.87万 | 12.65% | 1,089,916 | 8,876 | 0.8% | $39.37万 | 加仓 |
| ITOT | ISHARES TR | $2,971.31万 | 7.77% | 180,880 | 161 | 0.1% | $2.64万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,594.14万 | 6.79% | 704,170 | 22,234 | 3.3% | $81.91万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $2,557.55万 | 6.69% | 75,506 | 2,413 | 3.3% | $81.73万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $2,179.59万 | 5.70% | 254,952 | 3,642 | 1.4% | $31.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,742.01万 | 4.56% | 23,656 | 814 | 3.6% | $59.94万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,280.36万 | 3.35% | 247,700 | -278 | -0.1% | -$1.44万 | 减仓 |
| IXUS | ISHARES TR | $1,192.12万 | 3.12% | 124,908 | -468 | -0.4% | -$4.47万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $612.85万 | 1.60% | 8,207 | 5,060 | 160.8% | $377.85万 | 加仓 |
| PYLD | PIMCO ETF TR | $567.56万 | 1.49% | 214,006 | 11,864 | 5.9% | $31.46万 | 加仓 |
| IWB | ISHARES TR | $444.47万 | 1.16% | 10,854 | 22 | 0.2% | $9,009 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $427.34万 | 1.12% | 51,701 | 2,199 | 4.4% | $18.18万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $415.94万 | 1.09% | 43,134 | 710 | 1.7% | $6.85万 | 加仓 |
| AAPL | APPLE INC | $406.29万 | 1.06% | 14,041 | -187 | -1.3% | -$5.41万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $390.71万 | 1.02% | 19,527 | 3 | 0.0% | $600 | 加仓 |
| GOOGL | ALPHABET INC | $291.56万 | 0.76% | 8,158 | -14 | -0.2% | -$5,003 | 减仓 |
| VOO | VANGUARD INDEX FDS | $258.32万 | 0.68% | 3,761 | 11 | 0.3% | $7,555 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $237.89万 | 0.62% | 57,007 | 1,813 | 3.3% | $7.57万 | 加仓 |
| AMZN | AMAZON COM INC | $234.67万 | 0.61% | 9,846 | 756 | 8.3% | $18.02万 | 加仓 |
| MSFT | MICROSOFT CORP | $214.34万 | 0.56% | 5,746 | 100 | 1.8% | $3.73万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $203.39万 | 0.53% | 40,842 | 191 | 0.5% | $9,512 | 加仓 |
| GOOG | ALPHABET INC | $185.92万 | 0.49% | 5,262 | 2 | 0.0% | $707 | 加仓 |
| DTD | WISDOMTREE TR | $175.21万 | 0.46% | 18,789 | 93 | 0.5% | $8,672 | 加仓 |
| ACWI | ISHARES TR | $168.22万 | 0.44% | 10,717 | 68 | 0.6% | $1.07万 | 加仓 |
| META | META PLATFORMS INC | $154.45万 | 0.40% | 2,742 | 1 | 0.0% | $563 | 加仓 |
| AVGO | BROADCOM INC | $140.36万 | 0.37% | 3,716 | -16 | -0.4% | -$6,044 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $118.70万 | 0.31% | 14,367 | 15 | 0.1% | $1,239 | 加仓 |
| VOT | VANGUARD INDEX FDS | $118.67万 | 0.31% | 3,874 | 233 | 6.4% | $7.14万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $112.22万 | 0.29% | 972 | 13 | 1.4% | $1.50万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $101.75万 | 0.27% | 2,131 | -14 | -0.7% | -$6,684 | 减仓 |
| ESGV | VANGUARD WORLD FD | $97.98万 | 0.26% | 7,409 | -121 | -1.6% | -$1.60万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.07万 | 0.25% | 1,880 | 10 | 0.5% | $5,004 | 加仓 |
| LLY | ELI LILLY & CO | $85.97万 | 0.22% | 717 | 1 | 0.1% | $1,199 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $84.41万 | 0.22% | 2,579 | 2 | 0.1% | $655 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $82.61万 | 0.22% | 1,422 | 27 | 1.9% | $1.57万 | 加仓 |
| GOVT | ISHARES TR | $79.10万 | 0.21% | 34,722 | -1,288 | -3.6% | -$2.93万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $79.03万 | 0.21% | 6,183 | -74 | -1.2% | -$9,459 | 减仓 |
| LQD | ISHARES TR | $72.28万 | 0.19% | 6,627 | 78 | 1.2% | $8,507 | 加仓 |
| TSLA | TESLA INC | $70.45万 | 0.18% | 1,675 | 19 | 1.1% | $7,991 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $61.59万 | 0.16% | 13,531 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $57.87万 | 0.15% | 2,656 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $55.27万 | 0.14% | 764 | 2 | 0.3% | $1,447 | 加仓 |
| — | EXXON MOBIL CORP | $53.56万 | 0.14% | 3,917 | -1 | -0.0% | -$137 | 减仓 |
| CAT | CATERPILLAR INC | $52.45万 | 0.14% | 493 | 1 | 0.2% | $1,064 | 加仓 |
| V | VISA INC | $50.14万 | 0.13% | 1,461 | 43 | 3.0% | $1.48万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $49.48万 | 0.13% | 5,908 | 28 | 0.5% | $2,345 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $49.30万 | 0.13% | 1,941 | 1 | 0.1% | $254 | 加仓 |
| DNL | WISDOMTREE TR | $48.12万 | 0.13% | 10,420 | 39 | 0.4% | $1,801 | 加仓 |
| BAC | BANK OF AMER CORP | $47.03万 | 0.12% | 8,254 | 26 | 0.3% | $1,481 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $45.95万 | 0.12% | 454 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $43.85万 | 0.11% | 5,687 | 15 | 0.3% | $1,157 | 加仓 |
| LRCX | LAM RESEARCH CORP | $43.72万 | 0.11% | 1,009 | -5 | -0.5% | -$2,167 | 减仓 |
| VSGX | VANGUARD WORLD FD | $40.41万 | 0.11% | 4,907 | -502 | -9.3% | -$4.13万 | 减仓 |
| IVV | ISHARES TR | $40.07万 | 0.10% | 537 | 233 | 76.6% | $17.39万 | 重新持有 |
| NFLX | NETFLIX INC. | $39.98万 | 0.10% | 5,600 | -42 | -0.7% | -$2,999 | 减仓 |
| ABBV | ABBVIE INC | $39.18万 | 0.10% | 1,557 | -63 | -3.9% | -$1.59万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $36.80万 | 0.10% | 716 | 25 | 3.6% | $1.28万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $35.73万 | 0.09% | 860 | 4 | 0.5% | $1,662 | 加仓 |
| CSCO | CISCO SYS INC | $35.19万 | 0.09% | 2,995 | 8 | 0.3% | $940 | 加仓 |
| KLAC | KLA CORP | $34.67万 | 0.09% | 1,149 | 1,149 | — | $34.67万 | 新建仓 |
| INTC | INTEL CORP | $34.23万 | 0.09% | 2,451 | 2,451 | — | $34.23万 | 新建仓 |
| WMT | WALMART INC | $32.26万 | 0.08% | 2,849 | -14 | -0.5% | -$1,585 | 减仓 |
| GLW | CORNING INC | $32.11万 | 0.08% | 1,257 | 1,257 | — | $32.11万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $28.74万 | 0.08% | 450 | 450 | — | $28.74万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.10万 | 0.07% | 300 | -1 | -0.3% | -$937 | 减仓 |
| VB | VANGUARD INDEX FDS | $27.92万 | 0.07% | 921 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $27.70万 | 0.07% | 287 | 287 | — | $27.70万 | 新建仓 |
| MRK | MERCK & CO INC | $27.42万 | 0.07% | 2,134 | 1 | 0.0% | $128 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.19万 | 0.07% | 968 | 57 | 6.3% | $1.60万 | 加仓 |
| GE | GE AEROSPACE | $26.85万 | 0.07% | 718 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $26.23万 | 0.07% | 2,716 | -67 | -2.4% | -$6,471 | 减仓 |
| SNDK | SANDISK CORP | $25.24万 | 0.07% | 111 | 111 | — | $25.24万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $24.21万 | 0.06% | 1,425 | -115 | -7.5% | -$1.95万 | 重新持有 |
| KO | COCA COLA CO | $23.56万 | 0.06% | 2,899 | 11 | 0.4% | $894 | 加仓 |
| GEV | GE VERNOVA INC | $23.26万 | 0.06% | 198 | 198 | — | $23.26万 | 新建仓 |
| LIF | LIFE360 INC | $22.73万 | 0.06% | 4,106 | 0 | 0.0% | — | 重新持有 |
| ORCL | ORACLE CORP | $22.14万 | 0.06% | 1,511 | 17 | 1.1% | $2,491 | 加仓 |
| WFC | WELLS FARGO & CO | $22.11万 | 0.06% | 2,675 | -2 | -0.1% | -$165 | 减仓 |
| ASML | ASML HLDG NV | $21.96万 | 0.06% | 110 | 110 | — | $21.96万 | 新建仓 |
| RTX | RTX CORPORATION | $21.45万 | 0.06% | 1,131 | 1 | 0.1% | $190 | 加仓 |
| ETN | EATON CORP PLC | $21.02万 | 0.06% | 493 | 493 | — | $21.02万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $20.29万 | 0.05% | 1,224 | -1 | -0.1% | -$166 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $6.23万 | 0.02% | 10,694 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,720 | -100.0% | -$25.16万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,548 | -100.0% | -$21.88万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -463 | -100.0% | -$21.34万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,598 | -100.0% | -$20.05万 | 清仓 |
| WIT | WIPRO LTD | $0 | 0.00% | 0 | -14,764 | -100.0% | -$3.13万 | 清仓 |