Cedar Point Capital Partners, LLC
Cedar Rapids IA · SEC CIK 0001954337
$1.74亿2026Q2 申报市值
77持仓数
57.0%前十大占比 · 第一大 7.6%
7 / 1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
CRWD 新建仓+$56.24万
VO 加仓+$42.87万
DFIV 加仓+$40.04万
FNDX 加仓+$37.12万
GLDM 加仓+$33.03万
2026Q2 卖出最多 按季末市值估算
JMUB 减仓-$29.45万
SMMU 减仓-$29.40万
HMOP 减仓-$23.50万
EXXON MOBIL CORP 清仓-$22.65万
FLSP 减仓-$17.16万
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 |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | $1,315.59万 | 7.57% | 423,019 | 11,935 | 2.9% | $37.12万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,295.66万 | 7.45% | 147,385 | 2,105 | 1.4% | $18.51万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,235.32万 | 7.11% | 150,759 | 3,752 | 2.6% | $30.74万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,225.54万 | 7.05% | 152,109 | 5,321 | 3.6% | $42.87万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,009.62万 | 5.81% | 215,088 | 4,209 | 2.0% | $19.76万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $987.92万 | 5.68% | 119,981 | 3,201 | 2.7% | $26.36万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $888.67万 | 5.11% | 164,507 | 7,412 | 4.7% | $40.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $767.80万 | 4.42% | 128,631 | 4,276 | 3.4% | $25.52万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $634.46万 | 3.65% | 144,098 | 2,114 | 1.5% | $9.31万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $542.98万 | 3.12% | 52,604 | 940 | 1.8% | $9.70万 | 加仓 |
| GLDM | WORLD GOLD TR | $518.26万 | 2.98% | 65,255 | 4,159 | 6.8% | $33.03万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $507.64万 | 2.92% | 65,137 | 1,923 | 3.0% | $14.99万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $456.94万 | 2.63% | 32,204 | 884 | 2.8% | $12.54万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $329.32万 | 1.89% | 43,538 | 1,380 | 3.3% | $10.44万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $324.64万 | 1.87% | 138,497 | 2,595 | 1.9% | $6.08万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $323.02万 | 1.86% | 40,873 | 930 | 2.3% | $7.35万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $316.58万 | 1.82% | 91,443 | 4,145 | 4.7% | $14.35万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $281.84万 | 1.62% | 15,926 | 431 | 2.8% | $7.63万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $278.48万 | 1.60% | 101,376 | 9,534 | 10.4% | $26.19万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $240.30万 | 1.38% | 63,138 | 2,620 | 4.3% | $9.97万 | 加仓 |
| MUNI | PIMCO ETF TR | $239.70万 | 1.38% | 45,571 | -247 | -0.5% | -$1.30万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $224.29万 | 1.29% | 55,780 | 5,054 | 10.0% | $20.32万 | 加仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $215.04万 | 1.24% | 53,747 | 2,841 | 5.6% | $11.37万 | 加仓 |
| AAPL | APPLE INC | $192.28万 | 1.11% | 6,645 | -14 | -0.2% | -$4,051 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $177.23万 | 1.02% | 18,379 | 2,695 | 17.2% | $25.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $160.53万 | 0.92% | 3,208 | 367 | 12.9% | $18.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $143.17万 | 0.82% | 32,274 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $124.08万 | 0.71% | 6,201 | 100 | 1.6% | $2.00万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $113.16万 | 0.65% | 13,691 | 699 | 5.4% | $5.78万 | 加仓 |
| DE | DEERE & CO | $110.25万 | 0.63% | 1,738 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $107.53万 | 0.62% | 42,723 | 1,256 | 3.0% | $3.16万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $101.11万 | 0.58% | 22,226 | 1,142 | 5.4% | $5.20万 | 加仓 |
| AGG | ISHARES TR | $100.22万 | 0.58% | 10,125 | 379 | 3.9% | $3.75万 | 加仓 |
| ILCG | ISHARES TR | $93.64万 | 0.54% | 8,002 | 180 | 2.3% | $2.11万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $88.77万 | 0.51% | 2,399 | -325 | -11.9% | -$12.03万 | 减仓 |
| ILCV | ISHARES TR | $86.30万 | 0.50% | 8,524 | 439 | 5.4% | $4.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $85.01万 | 0.49% | 2,279 | 31 | 1.4% | $1.16万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $80.46万 | 0.46% | 15,224 | 228 | 1.5% | $1.21万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $74.91万 | 0.43% | 14,867 | 566 | 4.0% | $2.85万 | 加仓 |
| PULS | PGIM ETF TR | $65.13万 | 0.37% | 13,145 | 723 | 5.8% | $3.58万 | 加仓 |
| GOOGL | ALPHABET INC | $65.04万 | 0.37% | 1,820 | 225 | 14.1% | $8.04万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $63.28万 | 0.36% | 21,085 | 1,964 | 10.3% | $5.89万 | 加仓 |
| SLQD | ISHARES TR | $60.45万 | 0.35% | 12,000 | 420 | 3.6% | $2.12万 | 加仓 |
| EFG | ISHARES TR | $57.20万 | 0.33% | 4,598 | 1,676 | 57.4% | $20.85万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $56.24万 | 0.32% | 737 | 737 | — | $56.24万 | 新建仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $56.17万 | 0.32% | 8,947 | -1,544 | -14.7% | -$9.69万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $56.14万 | 0.32% | 1,134 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $43.47万 | 0.25% | 1,434 | -17 | -1.2% | -$5,153 | 减仓 |
| META | META PLATFORMS INC | $42.98万 | 0.25% | 763 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $42.28万 | 0.24% | 1,774 | 130 | 7.9% | $3.10万 | 加仓 |
| KO | COCA COLA CO | $40.93万 | 0.24% | 5,036 | 581 | 13.0% | $4.72万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $40.49万 | 0.23% | 1,858 | -4 | -0.2% | -$872 | 减仓 |
| LLY | ELI LILLY & CO | $40.42万 | 0.23% | 337 | 62 | 22.5% | $7.44万 | 加仓 |
| FALN | ISHARES TR | $40.36万 | 0.23% | 14,818 | 843 | 6.0% | $2.30万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $38.74万 | 0.22% | 5,071 | -1,500 | -22.8% | -$11.46万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $38.19万 | 0.22% | 556 | 151 | 37.3% | $10.37万 | 加仓 |
| CDW | CDW CORP | $33.56万 | 0.19% | 2,386 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $30.94万 | 0.18% | 3,521 | 528 | 17.6% | $4.64万 | 加仓 |
| IVV | ISHARES TR | $30.48万 | 0.18% | 407 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $30.45万 | 0.18% | 724 | 5 | 0.7% | $2,103 | 加仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $29.63万 | 0.17% | 10,699 | -6,198 | -36.7% | -$17.16万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $29.47万 | 0.17% | 3,358 | 200 | 6.3% | $1.76万 | 加仓 |
| QQQ | INVESCO QQQ TR | $28.35万 | 0.16% | 385 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $28.28万 | 0.16% | 5,600 | -5,821 | -51.0% | -$29.40万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $28.12万 | 0.16% | 3,947 | -179 | -4.3% | -$1.28万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $27.79万 | 0.16% | 3,643 | 125 | 3.6% | $9,536 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $27.34万 | 0.16% | 7,420 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $26.19万 | 0.15% | 280 | -15 | -5.1% | -$1.40万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $24.72万 | 0.14% | 4,880 | -5,813 | -54.4% | -$29.45万 | 减仓 |
| WFC | WELLS FARGO & CO | $22.49万 | 0.13% | 2,722 | -585 | -17.7% | -$4.83万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $21.95万 | 0.13% | 5,607 | -6,004 | -51.7% | -$23.50万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $21.71万 | 0.12% | 2,520 | 2,520 | — | $21.71万 | 新建仓 |
| QCRH | QCR HLDGS INC | $21.33万 | 0.12% | 2,191 | 2,191 | — | $21.33万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $21.16万 | 0.12% | 5,332 | 5,332 | — | $21.16万 | 新建仓 |
| GE | GE AEROSPACE | $20.74万 | 0.12% | 555 | 555 | — | $20.74万 | 新建仓 |
| BA | BOEING CO | $20.67万 | 0.12% | 955 | 955 | — | $20.67万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO 看跌期权 | $11.46万 | 0.07% | 1,500 | 1,500 | — | $11.46万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,335 | -100.0% | -$22.65万 | 清仓 |