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 |
|---|---|---|---|---|---|---|---|---|
| — | PGIM ROCK ETF TR | $24.66万 | 0.06% | 7,577 | 7,577 | — | $24.66万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $22.77万 | 0.06% | 897 | 897 | — | $22.77万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $22.17万 | 0.05% | 8,005 | 8,005 | — | $22.17万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $21.28万 | 0.05% | 3,463 | 3,463 | — | $21.28万 | 新建仓 |
| QYLD | GLOBAL X FDS | $20.85万 | 0.05% | 11,312 | 11,312 | — | $20.85万 | 新建仓 |
| BJAN | INNOVATOR ETFS TRUST | $20.66万 | 0.05% | 3,510 | -199 | -5.4% | -$1.17万 | 重新持有 |
| IWD | ISHARES TR | $20.49万 | 0.05% | 845 | 845 | — | $20.49万 | 新建仓 |
| XYLD | GLOBAL X FDS | $20.34万 | 0.05% | 4,986 | 4,986 | — | $20.34万 | 新建仓 |
| LLY | ELI LILLY & CO | $20.30万 | 0.05% | 169 | 169 | — | $20.30万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -61,908 | -100.0% | -$154.65万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -11,664 | -100.0% | -$82.97万 | 清仓 |
| DISV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -20,418 | -100.0% | -$80.53万 | 清仓 |
| HYD | VANECK ETF TRUST | $0 | 0.00% | 0 | -12,190 | -100.0% | -$61.12万 | 清仓 |
| PJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,454 | -100.0% | -$25.07万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$24.27万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,430 | -100.0% | -$23.26万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,410 | -100.0% | -$20.63万 | 清仓 |
| PNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,029 | -100.0% | -$20.55万 | 清仓 |