CYPRESS FINANCIAL PLANNING LLC
HADDON HEIGHTS NJ · SEC CIK 0001937021
$4.13亿2026Q2 申报市值
109持仓数
70.5%前十大占比 · 第一大 10.0%
13 / 9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
JMBS 新建仓+$1,867.99万
VGIT 加仓+$260.63万
QQQ 新建仓+$248.42万
VCIT 加仓+$241.32万
MS 加仓+$207.14万
2026Q2 卖出最多 按季末市值估算
ANGL 减仓-$1,413.80万
SJNK 清仓-$154.65万
DIMENSIONAL ETF 清仓-$82.97万
DISV 清仓-$80.53万
HYD 清仓-$61.12万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $344.89万 | 0.84% | 101,919 | 3,625 | 3.7% | $12.27万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $375.45万 | 0.91% | 107,858 | 3,948 | 3.8% | $13.74万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $455.43万 | 1.10% | 22,701 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $505.32万 | 1.22% | 61,000 | 3,705 | 6.5% | $30.69万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $836.94万 | 2.03% | 11,207 | 628 | 5.9% | $46.90万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $878.97万 | 2.13% | 37,147 | -1,001 | -2.6% | -$23.69万 | 减仓 |
| MS | MORGAN STANLEY | $996.17万 | 2.41% | 47,654 | 9,909 | 26.3% | $207.14万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,158.89万 | 2.81% | 194,151 | 3,345 | 1.8% | $19.97万 | 加仓 |
| IEFA | ISHARES TR | $1,187.10万 | 2.87% | 122,913 | 10,131 | 9.0% | $97.85万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1,867.99万 | 4.52% | 415,201 | 415,201 | — | $1,867.99万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $1,904.61万 | 4.61% | 197,512 | 1,829 | 0.9% | $17.64万 | 加仓 |
| DGRO | ISHARES TR | $2,023.90万 | 4.90% | 267,041 | 8,329 | 3.2% | $63.13万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,971.98万 | 7.20% | 120,709 | 3,073 | 2.6% | $75.66万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,493.87万 | 8.46% | 490,368 | 2,427 | 0.5% | $17.29万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,655.31万 | 8.85% | 462,522 | 18,328 | 4.1% | $144.85万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,867.88万 | 9.37% | 655,795 | 44,190 | 7.2% | $260.63万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,002.97万 | 9.69% | 484,328 | 29,198 | 6.4% | $241.32万 | 加仓 |
| IVV | ISHARES TR | $4,127.11万 | 9.99% | 55,110 | 2,536 | 4.8% | $189.92万 | 加仓 |