CYPRESS FINANCIAL PLANNING LLC
HADDON HEIGHTS NJ · SEC CIK 0001937021
$3.63亿2026Q1 申报市值
102持仓数
71.5%前十大占比 · 第一大 10.4%
7 / 7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
VGIT 加仓+$199.64万
VCSH 加仓+$142.23万
VCIT 加仓+$110.02万
VXF 加仓+$102.41万
IVV 加仓+$99.55万
2026Q1 卖出最多 按季末市值估算
LMT 减仓-$57.55万
PAUG 清仓-$42.41万
PFEB 清仓-$41.70万
UAN 清仓-$34.39万
POCT 清仓-$33.79万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $3,766.20万 | 10.39% | 455,130 | 13,296 | 3.0% | $110.02万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,642.11万 | 10.04% | 611,605 | 33,524 | 5.8% | $199.64万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,521.13万 | 9.71% | 444,194 | 17,942 | 4.2% | $142.23万 | 加仓 |
| IVV | ISHARES TR | $3,434.20万 | 9.47% | 52,574 | 1,524 | 3.0% | $99.55万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,126.73万 | 8.62% | 487,941 | 5,247 | 1.1% | $33.62万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,420.94万 | 6.68% | 117,636 | 4,976 | 4.4% | $102.41万 | 加仓 |
| DGRO | ISHARES TR | $1,815.64万 | 5.01% | 258,712 | 13,219 | 5.4% | $92.77万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,735.71万 | 4.79% | 195,683 | 4,812 | 2.5% | $42.68万 | 加仓 |
| ANGL | VANECK ETF TRUST | $1,415.45万 | 3.90% | 492,846 | 25,448 | 5.4% | $73.09万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,031.31万 | 2.84% | 190,806 | 2,917 | 1.6% | $15.77万 | 加仓 |
| IEFA | ISHARES TR | $1,021.02万 | 2.82% | 112,782 | 1,318 | 1.2% | $11.93万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $820.41万 | 2.26% | 38,148 | 480 | 1.3% | $10.32万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $688.00万 | 1.90% | 10,579 | -57 | -0.5% | -$3.71万 | 减仓 |
| MS | MORGAN STANLEY | $621.17万 | 1.71% | 37,745 | 24 | 0.1% | $3,950 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $414.14万 | 1.14% | 22,701 | -2 | -0.0% | -$365 | 减仓 |
| IEMG | ISHARES INC | $399.63万 | 1.10% | 57,295 | -403 | -0.7% | -$2.81万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $316.93万 | 0.87% | 103,910 | -5,981 | -5.4% | -$18.24万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $286.33万 | 0.79% | 98,294 | -1,560 | -1.6% | -$4.54万 | 减仓 |
| AAPL | APPLE INC | $283.70万 | 0.78% | 11,179 | 226 | 2.1% | $5.74万 | 加仓 |
| IJR | ISHARES TR | $212.46万 | 0.59% | 17,091 | 1,010 | 6.3% | $12.56万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $185.52万 | 0.51% | 3,069 | -952 | -23.7% | -$57.55万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $185.47万 | 0.51% | 3,200 | 3,168 | 9,900.0% | $183.61万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $181.33万 | 0.50% | 3,784 | 9 | 0.2% | $4,313 | 加仓 |
| VUG | VANGUARD INDEX FDS | $165.89万 | 0.46% | 3,798 | 81 | 2.2% | $3.54万 | 加仓 |
| MS | MORGAN STANLEY 看跌期权 | $164.57万 | 0.45% | 10,000 | 9,900 | 9,900.0% | $162.93万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $154.65万 | 0.43% | 61,908 | -708 | -1.1% | -$1.77万 | 减仓 |
| AMZN | AMAZON COM INC | $148.25万 | 0.41% | 7,118 | 271 | 4.0% | $5.64万 | 加仓 |
| IEF | ISHARES TR | $148.25万 | 0.41% | 15,533 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $139.91万 | 0.39% | 33,139 | 1,381 | 4.3% | $5.83万 | 加仓 |
| MUB | ISHARES TR | $137.80万 | 0.38% | 12,982 | 761 | 6.2% | $8.08万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $136.28万 | 0.38% | 28,462 | 1,299 | 4.8% | $6.22万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $134.04万 | 0.37% | 24,761 | 947 | 4.0% | $5.13万 | 加仓 |
| — | PGIM ROCK ETF TR | $112.95万 | 0.31% | 38,034 | 6,363 | 20.1% | $18.90万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $105.36万 | 0.29% | 12,782 | -116 | -0.9% | -$9,562 | 减仓 |
| LQD | ISHARES TR | $99.22万 | 0.27% | 9,104 | 78 | 0.9% | $8,501 | 加仓 |
| SHM | SPDR SERIES TRUST | $97.99万 | 0.27% | 20,487 | 892 | 4.6% | $4.27万 | 加仓 |
| NFLX | NETFLIX INC. | $92.66万 | 0.26% | 9,637 | -94 | -1.0% | -$9,038 | 减仓 |
| TFI | SPDR SERIES TRUST | $86.75万 | 0.24% | 19,134 | 2,855 | 17.5% | $12.94万 | 加仓 |
| EFA | ISHARES TR | $86.39万 | 0.24% | 8,894 | -234 | -2.6% | -$2.27万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $82.97万 | 0.23% | 11,664 | -342 | -2.8% | -$2.43万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $80.53万 | 0.22% | 20,418 | -2,380 | -10.4% | -$9.39万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $77.54万 | 0.21% | 3,952 | 275 | 7.5% | $5.40万 | 加仓 |
| — | PGIM ROCK ETF TR | $77.25万 | 0.21% | 24,697 | 24,697 | — | $77.25万 | 新建仓 |
| IWF | ISHARES TR | $75.77万 | 0.21% | 1,777 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $70.90万 | 0.20% | 13,982 | 2,204 | 18.7% | $11.18万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $70.27万 | 0.19% | 16,318 | -5,613 | -25.6% | -$24.17万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $69.99万 | 0.19% | 2,379 | 74 | 3.2% | $2.18万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $69.77万 | 0.19% | 27,211 | 71 | 0.3% | $1,820 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $67.23万 | 0.19% | 5,134 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $66.12万 | 0.18% | 20,868 | 20,868 | — | $66.12万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $64.79万 | 0.18% | 2,020 | -307 | -13.2% | -$9.85万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $62.65万 | 0.17% | 3,592 | 378 | 11.8% | $6.59万 | 加仓 |
| GOOG | ALPHABET INC | $62.22万 | 0.17% | 2,169 | -1 | -0.0% | -$287 | 减仓 |
| HYD | VANECK ETF TRUST | $61.12万 | 0.17% | 12,190 | -621 | -4.8% | -$3.11万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $61.07万 | 0.17% | 13,377 | -618 | -4.4% | -$2.82万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $57.98万 | 0.16% | 17,287 | -731 | -4.1% | -$2.45万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $57.95万 | 0.16% | 7,571 | 404 | 5.6% | $3.09万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $56.86万 | 0.16% | 11,398 | -1,171 | -9.3% | -$5.84万 | 减仓 |
| IJS | ISHARES TR | $56.52万 | 0.16% | 4,772 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $52.55万 | 0.14% | 1,420 | 16 | 1.1% | $5,921 | 加仓 |
| V | VISA INC | $52.44万 | 0.14% | 1,735 | -231 | -11.7% | -$6.98万 | 减仓 |
| IWM | ISHARES TR | $49.48万 | 0.14% | 1,995 | -4 | -0.2% | -$992 | 减仓 |
| VOO | VANGUARD INDEX FDS | $48.47万 | 0.13% | 811 | 22 | 2.8% | $1.31万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $46.14万 | 0.13% | 14,170 | -49 | -0.3% | -$1,595 | 减仓 |
| USEW | EA SERIES TRUST | $44.35万 | 0.12% | 9,073 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $40.62万 | 0.11% | 1,307 | -110 | -7.8% | -$3.42万 | 减仓 |
| VB | VANGUARD INDEX FDS | $40.55万 | 0.11% | 1,548 | -284 | -15.5% | -$7.44万 | 减仓 |
| — | PGIM ROCK ETF TR | $40.54万 | 0.11% | 12,706 | 12,706 | — | $40.54万 | 新建仓 |
| IOCT | INNOVATOR ETFS TRUST | $40.44万 | 0.11% | 11,538 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $37.94万 | 0.10% | 8,929 | -66 | -0.7% | -$2,805 | 减仓 |
| PEP | PEPSICO INC | $37.66万 | 0.10% | 2,425 | -174 | -6.7% | -$2.70万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $35.39万 | 0.10% | 10,793 | -2,386 | -18.1% | -$7.82万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.52万 | 0.09% | 9,662 | -136 | -1.4% | -$4,718 | 减仓 |
| AMT | AMERICAN TOWER CORP | $33.47万 | 0.09% | 1,939 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $32.48万 | 0.09% | 1,914 | -528 | -21.6% | -$8.96万 | 减仓 |
| IYR | ISHARES TR | $32.46万 | 0.09% | 3,433 | -64 | -1.8% | -$6,052 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $31.87万 | 0.09% | 8,907 | -252 | -2.8% | -$9,017 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $30.28万 | 0.08% | 8,971 | -241 | -2.6% | -$8,134 | 减仓 |
| SPSB | SPDR SERIES TRUST | $29.45万 | 0.08% | 9,795 | 1,106 | 12.7% | $3.33万 | 加仓 |
| ABBV | ABBVIE INC | $28.60万 | 0.08% | 1,315 | 47 | 3.7% | $1.02万 | 加仓 |
| — | ELECTRONIC ARTS INC | $28.56万 | 0.08% | 1,401 | -3 | -0.2% | -$612 | 减仓 |
| TSLA | TESLA INC | $28.51万 | 0.08% | 767 | 37 | 5.1% | $1.38万 | 加仓 |
| QCOM | QUALCOMM INC | $28.49万 | 0.08% | 2,212 | 23 | 1.1% | $2,962 | 加仓 |
| BURL | BURLINGTON STORES INC | $28.18万 | 0.08% | 866 | 866 | — | $28.18万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.18万 | 0.07% | 1,122 | 20 | 1.8% | $4,846 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $26.78万 | 0.07% | 12,461 | 482 | 4.0% | $1.04万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $26.32万 | 0.07% | 7,255 | 7,255 | — | $26.32万 | 新建仓 |
| SHOP | SHOPIFY INC | $26.27万 | 0.07% | 2,215 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $26.01万 | 0.07% | 400 | 389 | 3,536.4% | $25.30万 | 加仓 |
| — | PGIM ROCK ETF TR | $25.84万 | 0.07% | 8,938 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $25.40万 | 0.07% | 1,759 | 238 | 15.6% | $3.44万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $25.25万 | 0.07% | 933 | 37 | 4.1% | $1.00万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $25.07万 | 0.07% | 5,454 | -5,339 | -49.5% | -$24.54万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.61万 | 0.07% | 8,255 | 8,255 | — | $24.61万 | 新建仓 |
| CAVA | CAVA GROUP INC | $24.27万 | 0.07% | 3,000 | 3,000 | — | $24.27万 | 新建仓 |
| PDEC | INNOVATOR ETFS TRUST | $24.21万 | 0.07% | 5,697 | -1,140 | -16.7% | -$4.85万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $24.10万 | 0.07% | 4,988 | -131 | -2.6% | -$6,330 | 减仓 |
| JNK | SPDR SERIES TRUST | $23.26万 | 0.06% | 2,430 | 159 | 7.0% | $1.52万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.39万 | 0.06% | 7,609 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $21.58万 | 0.06% | 697 | 57 | 8.9% | $1.77万 | 加仓 |