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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $4,127.11万 | 9.99% | 55,110 | 2,536 | 4.8% | $189.92万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,002.97万 | 9.69% | 484,328 | 29,198 | 6.4% | $241.32万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3,867.88万 | 9.37% | 655,795 | 44,190 | 7.2% | $260.63万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $3,655.31万 | 8.85% | 462,522 | 18,328 | 4.1% | $144.85万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,493.87万 | 8.46% | 490,368 | 2,427 | 0.5% | $17.29万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2,971.98万 | 7.20% | 120,709 | 3,073 | 2.6% | $75.66万 | 加仓 |
| DGRO | ISHARES TR | $2,023.90万 | 4.90% | 267,041 | 8,329 | 3.2% | $63.13万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,904.61万 | 4.61% | 197,512 | 1,829 | 0.9% | $17.64万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1,867.99万 | 4.52% | 415,201 | 415,201 | — | $1,867.99万 | 新建仓 |
| IEFA | ISHARES TR | $1,187.10万 | 2.87% | 122,913 | 10,131 | 9.0% | $97.85万 | 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 |
| MS | MORGAN STANLEY | $996.17万 | 2.41% | 47,654 | 9,909 | 26.3% | $207.14万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $878.97万 | 2.13% | 37,147 | -1,001 | -2.6% | -$23.69万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $836.94万 | 2.03% | 11,207 | 628 | 5.9% | $46.90万 | 加仓 |
| IEMG | ISHARES INC | $505.32万 | 1.22% | 61,000 | 3,705 | 6.5% | $30.69万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $455.43万 | 1.10% | 22,701 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $375.45万 | 0.91% | 107,858 | 3,948 | 3.8% | $13.74万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $344.89万 | 0.84% | 101,919 | 3,625 | 3.7% | $12.27万 | 加仓 |
| AAPL | APPLE INC | $304.52万 | 0.74% | 10,524 | -655 | -5.9% | -$18.95万 | 减仓 |
| QQQ | INVESCO QQQ TR | $248.42万 | 0.60% | 3,373 | 3,373 | — | $248.42万 | 新建仓 |
| IJR | ISHARES TR | $245.65万 | 0.59% | 16,563 | -528 | -3.1% | -$7.83万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $235.65万 | 0.57% | 3,200 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY 看跌期权 | $209.04万 | 0.51% | 10,000 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $197.98万 | 0.48% | 22,983 | 195 | 0.9% | $1.68万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $184.94万 | 0.45% | 3,696 | -88 | -2.3% | -$4.40万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $169.50万 | 0.41% | 3,327 | 258 | 8.4% | $13.14万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $162.00万 | 0.39% | 4,378 | 2,358 | 116.7% | $87.25万 | 加仓 |
| AMZN | AMAZON COM INC | $160.57万 | 0.39% | 6,737 | -381 | -5.4% | -$9.08万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $154.26万 | 0.37% | 36,546 | 3,407 | 10.3% | $14.38万 | 加仓 |
| MUB | ISHARES TR | $148.69万 | 0.36% | 13,816 | 834 | 6.4% | $8.98万 | 加仓 |
| IEF | ISHARES TR | $146.90万 | 0.36% | 15,533 | 0 | 0.0% | — | 不变 |
| DGCB | DIMENSIONAL ETF TRUST | $138.40万 | 0.34% | 25,315 | 554 | 2.2% | $3.03万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $136.75万 | 0.33% | 28,638 | 176 | 0.6% | $8,404 | 加仓 |
| — | PGIM ROCK ETF TR | $119.09万 | 0.29% | 36,656 | -1,378 | -3.6% | -$4.48万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $113.18万 | 0.27% | 12,783 | 1 | 0.0% | $89 | 加仓 |
| SHM | SPDR SERIES TRUST | $110.24万 | 0.27% | 22,984 | 2,497 | 12.2% | $11.98万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $97.71万 | 0.24% | 7,832 | 7,832 | — | $97.71万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $96.19万 | 0.23% | 21,002 | 1,868 | 9.8% | $8.56万 | 加仓 |
| LQD | ISHARES TR | $92.71万 | 0.22% | 8,500 | -604 | -6.6% | -$6.59万 | 减仓 |
| — | PGIM ROCK ETF TR | $88.48万 | 0.21% | 26,016 | 1,319 | 5.3% | $4.49万 | 加仓 |
| EFA | ISHARES TR | $88.38万 | 0.21% | 8,507 | -387 | -4.4% | -$4.02万 | 减仓 |
| IWF | ISHARES TR | $88.26万 | 0.21% | 7,108 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $87.25万 | 0.21% | 4,004 | 52 | 1.3% | $1.13万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $85.62万 | 0.21% | 2,616 | 237 | 10.0% | $7.76万 | 加仓 |
| — | PGIM ROCK ETF TR | $82.22万 | 0.20% | 23,911 | 3,043 | 14.6% | $10.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $80.79万 | 0.20% | 4,038 | 446 | 12.4% | $8.92万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $79.30万 | 0.19% | 7,695 | 7,695 | — | $79.30万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $77.67万 | 0.19% | 26,391 | -820 | -3.0% | -$2.41万 | 减仓 |
| GOOG | ALPHABET INC | $76.64万 | 0.19% | 2,169 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $75.01万 | 0.18% | 5,134 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $69.35万 | 0.17% | 9,713 | 76 | 0.8% | $5,426 | 加仓 |
| V | VISA INC | $68.55万 | 0.17% | 1,998 | 263 | 15.2% | $9.02万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $66.12万 | 0.16% | 13,073 | 1,675 | 14.7% | $8.47万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $65.93万 | 0.16% | 13,084 | -293 | -2.2% | -$1.48万 | 减仓 |
| IJS | ISHARES TR | $65.35万 | 0.16% | 4,781 | 9 | 0.2% | $1,230 | 加仓 |
| SPYM | SPDR SERIES TRUST | $65.04万 | 0.16% | 7,401 | -170 | -2.2% | -$1.49万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $62.52万 | 0.15% | 12,311 | -1,671 | -12.0% | -$8.49万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $59.93万 | 0.15% | 13,014 | -3,304 | -20.2% | -$15.21万 | 减仓 |
| IWM | ISHARES TR | $58.41万 | 0.14% | 1,944 | -51 | -2.6% | -$1.53万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $58.05万 | 0.14% | 845 | 34 | 4.2% | $2.34万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $57.17万 | 0.14% | 17,087 | -200 | -1.2% | -$6,692 | 减仓 |
| VB | VANGUARD INDEX FDS | $56.47万 | 0.14% | 1,863 | 315 | 20.3% | $9.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $51.02万 | 0.12% | 1,368 | -52 | -3.7% | -$1.94万 | 减仓 |
| USEW | EA SERIES TRUST | $50.65万 | 0.12% | 9,073 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $49.28万 | 0.12% | 14,195 | 1,489 | 11.7% | $5.17万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $48.46万 | 0.12% | 14,121 | -49 | -0.3% | -$1,682 | 减仓 |
| — | EXXON MOBIL CORP | $48.45万 | 0.12% | 3,544 | 1,630 | 85.2% | $22.28万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $48.26万 | 0.12% | 13,416 | 4,445 | 49.5% | $15.99万 | 加仓 |
| HEFA | ISHARES TR | $41.70万 | 0.10% | 8,886 | -43 | -0.5% | -$2,018 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $41.34万 | 0.10% | 11,176 | -362 | -3.1% | -$1.34万 | 减仓 |
| QCOM | QUALCOMM INC | $39.88万 | 0.10% | 2,158 | -54 | -2.4% | -$9,980 | 减仓 |
| MCD | MCDONALDS CORP | $38.45万 | 0.09% | 1,422 | 115 | 8.8% | $3.11万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $37.76万 | 0.09% | 8,850 | -57 | -0.6% | -$2,432 | 减仓 |
| AMT | AMERICAN TOWER CORP | $37.72万 | 0.09% | 2,306 | 367 | 18.9% | $6.00万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.80万 | 0.09% | 885 | -48 | -5.1% | -$2.00万 | 减仓 |
| PEP | PEPSICO INC | $35.77万 | 0.09% | 2,642 | 217 | 8.9% | $2.94万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $35.57万 | 0.09% | 10,280 | -513 | -4.8% | -$1.77万 | 减仓 |
| IYR | ISHARES TR | $35.45万 | 0.09% | 3,467 | 34 | 1.0% | $3,477 | 加仓 |
| — | INNOVATOR ETFS TRUST | $34.44万 | 0.08% | 9,377 | -285 | -2.9% | -$1.05万 | 减仓 |
| IDEV | ISHARES TR | $33.96万 | 0.08% | 3,815 | 188 | 5.2% | $1.67万 | 重新持有 |
| ABBV | ABBVIE INC | $33.16万 | 0.08% | 1,318 | 3 | 0.2% | $755 | 加仓 |
| TSLA | TESLA INC | $32.26万 | 0.08% | 767 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $31.54万 | 0.08% | 1,122 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $30.70万 | 0.07% | 10,230 | 435 | 4.4% | $1.31万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $30.57万 | 0.07% | 836 | 11 | 1.3% | $4,023 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $29.87万 | 0.07% | 400 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $29.01万 | 0.07% | 12,250 | -211 | -1.7% | -$4,996 | 减仓 |
| — | ELECTRONIC ARTS INC | $28.73万 | 0.07% | 1,401 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $28.03万 | 0.07% | 4,861 | -127 | -2.5% | -$7,324 | 减仓 |
| — | PGIM ROCK ETF TR | $27.69万 | 0.07% | 8,938 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $27.45万 | 0.07% | 8,806 | 1,197 | 15.7% | $3.73万 | 加仓 |
| BURL | BURLINGTON STORES INC | $27.43万 | 0.07% | 866 | 0 | 0.0% | — | 不变 |
| ANGL | VANECK ETF TRUST | $27.28万 | 0.07% | 9,329 | -483,517 | -98.1% | -$1,413.80万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $27.21万 | 0.07% | 7,146 | -109 | -1.5% | -$4,151 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $25.85万 | 0.06% | 5,633 | -64 | -1.1% | -$2,937 | 减仓 |
| PG | PROCTER & GAMBLE CO | $25.80万 | 0.06% | 1,759 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $25.35万 | 0.06% | 8,105 | -150 | -1.8% | -$4,691 | 减仓 |
| VBR | VANGUARD INDEX FDS | $25.34万 | 0.06% | 1,043 | 1,043 | — | $25.34万 | 新建仓 |
| SHOP | SHOPIFY INC | $25.28万 | 0.06% | 2,214 | -1 | -0.0% | -$114 | 减仓 |
| AVGO | BROADCOM INC | $25.17万 | 0.06% | 666 | -31 | -4.4% | -$1.17万 | 减仓 |