Cedar Point Capital Partners, LLC
Cedar Rapids IA · SEC CIK 0001954337
$1.54亿2026Q1 申报市值
71持仓数
57.0%前十大占比 · 第一大 7.4%
8 / 6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
VO 新建仓+$1,053.86万
XLRE 新建仓+$579.72万
SPHY 新建仓+$316.92万
CGMU 新建仓+$249.35万
DFAE 新建仓+$171.76万
2026Q1 卖出最多 按季末市值估算
VFQY 清仓-$1,029.97万
FLDR 清仓-$634.54万
YLD 清仓-$306.18万
SMMU 减仓-$226.85万
JMUB 减仓-$224.07万
2026Q1 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 | $1,144.87万 | 7.44% | 411,084 | 4,617 | 1.1% | $12.86万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,067.65万 | 6.93% | 29,056 | 1,331 | 4.8% | $48.91万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,053.86万 | 6.85% | 36,697 | 36,697 | — | $1,053.86万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,042.43万 | 6.77% | 147,007 | 4,705 | 3.3% | $33.36万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $992.82万 | 6.45% | 210,879 | 5,522 | 2.7% | $26.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $830.65万 | 5.40% | 116,780 | 1,016 | 0.9% | $7.23万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $829.15万 | 5.39% | 157,095 | -11,660 | -6.9% | -$61.54万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $672.14万 | 4.37% | 124,355 | 3,602 | 3.0% | $19.47万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $579.72万 | 3.77% | 141,984 | 141,984 | — | $579.72万 | 新建仓 |
| GLDM | WORLD GOLD TR | $566.30万 | 3.68% | 61,096 | -10,720 | -14.9% | -$99.36万 | 减仓 |
| FVAL | FIDELITY COVINGTON TRUST | $438.71万 | 2.85% | 63,214 | 3,161 | 5.3% | $21.94万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $438.68万 | 2.85% | 51,664 | 3,199 | 6.6% | $27.16万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $391.91万 | 2.55% | 31,320 | 1,752 | 5.9% | $21.92万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $316.92万 | 2.06% | 135,902 | 135,902 | — | $316.92万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $316.63万 | 2.06% | 39,943 | 1,122 | 2.9% | $8.89万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $294.68万 | 1.91% | 42,158 | 1,590 | 3.9% | $11.11万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $257.44万 | 1.67% | 87,298 | 11,969 | 15.9% | $35.30万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $249.35万 | 1.62% | 91,842 | 91,842 | — | $249.35万 | 新建仓 |
| VFMF | VANGUARD WELLINGTON FD | $240.29万 | 1.56% | 15,495 | 1,379 | 9.8% | $21.38万 | 加仓 |
| MUNI | PIMCO ETF TR | $239.12万 | 1.55% | 45,818 | 4,083 | 9.8% | $21.31万 | 加仓 |
| IAUM | ISHARES GOLD TR | $237.73万 | 1.54% | 50,906 | 3,205 | 6.7% | $14.97万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $196.26万 | 1.27% | 60,518 | 4,878 | 8.8% | $15.82万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $171.76万 | 1.12% | 50,726 | 50,726 | — | $171.76万 | 新建仓 |
| AAPL | APPLE INC | $169.00万 | 1.10% | 6,659 | -24 | -0.4% | -$6,091 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $139.12万 | 0.90% | 15,684 | 15,684 | — | $139.12万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $136.14万 | 0.88% | 2,841 | 301 | 11.9% | $14.42万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $125.42万 | 0.81% | 32,274 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $107.51万 | 0.70% | 12,992 | 458 | 3.7% | $3.79万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $106.40万 | 0.69% | 6,101 | 211 | 3.6% | $3.68万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $102.80万 | 0.67% | 41,467 | 5,128 | 14.1% | $12.71万 | 加仓 |
| DE | DEERE & CO | $97.90万 | 0.64% | 1,738 | 20 | 1.2% | $1.13万 | 加仓 |
| AGG | ISHARES TR | $96.75万 | 0.63% | 9,746 | 348 | 3.7% | $3.45万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $96.19万 | 0.62% | 21,084 | 770 | 3.8% | $3.51万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $87.39万 | 0.57% | 2,724 | -179 | -6.2% | -$5.74万 | 减仓 |
| MSFT | MICROSOFT CORP | $83.21万 | 0.54% | 2,248 | 55 | 2.5% | $2.04万 | 加仓 |
| ILCV | ISHARES TR | $75.31万 | 0.49% | 8,085 | 97 | 1.2% | $9,035 | 加仓 |
| ILCG | ISHARES TR | $74.69万 | 0.49% | 7,822 | 200 | 2.6% | $1.91万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $67.06万 | 0.44% | 14,996 | -2,561 | -14.6% | -$11.45万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $65.29万 | 0.42% | 14,301 | 297 | 2.1% | $1.36万 | 加仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $65.18万 | 0.42% | 10,491 | -21,989 | -67.7% | -$136.61万 | 减仓 |
| PULS | PGIM ETF TR | $61.49万 | 0.40% | 12,422 | 333 | 2.8% | $1.65万 | 加仓 |
| SLQD | ISHARES TR | $58.47万 | 0.38% | 11,580 | 762 | 7.0% | $3.85万 | 加仓 |
| SMMU | PIMCO ETF TR | $57.62万 | 0.37% | 11,421 | -44,966 | -79.7% | -$226.85万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $57.50万 | 0.37% | 19,121 | 792 | 4.3% | $2.38万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $53.45万 | 0.35% | 10,693 | -44,822 | -80.7% | -$224.07万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $47.76万 | 0.31% | 6,571 | 0 | 0.0% | — | 不变 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $45.96万 | 0.30% | 16,897 | -46,696 | -73.4% | -$127.01万 | 减仓 |
| GOOGL | ALPHABET INC | $45.87万 | 0.30% | 1,595 | 88 | 5.8% | $2.53万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $44.98万 | 0.29% | 11,611 | -42,574 | -78.6% | -$164.93万 | 减仓 |
| META | META PLATFORMS INC | $43.66万 | 0.28% | 763 | 20 | 2.7% | $1.14万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $40.70万 | 0.26% | 1,134 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $38.00万 | 0.25% | 1,451 | -18 | -1.2% | -$4,715 | 减仓 |
| FALN | ISHARES TR | $37.34万 | 0.24% | 13,975 | 700 | 5.3% | $1.87万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $36.53万 | 0.24% | 1,862 | 179 | 10.6% | $3.51万 | 加仓 |
| AMZN | AMAZON COM INC | $34.24万 | 0.22% | 1,644 | 109 | 7.1% | $2.27万 | 加仓 |
| KO | COCA COLA CO | $33.88万 | 0.22% | 4,455 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $32.54万 | 0.21% | 2,922 | 872 | 42.5% | $9.71万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $29.39万 | 0.19% | 295 | 1 | 0.3% | $996 | 加仓 |
| NEE | NEXTERA ENERGY INC | $29.33万 | 0.19% | 3,158 | -285 | -8.3% | -$2.65万 | 减仓 |
| CDW | CDW CORP | $28.88万 | 0.19% | 2,386 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $26.73万 | 0.17% | 719 | 55 | 8.3% | $2.04万 | 加仓 |
| IVV | ISHARES TR | $26.59万 | 0.17% | 407 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $26.44万 | 0.17% | 4,126 | -2,529 | -38.0% | -$16.21万 | 减仓 |
| WFC | WELLS FARGO & CO | $26.33万 | 0.17% | 3,307 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $25.29万 | 0.16% | 275 | 35 | 14.6% | $3.22万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $25.25万 | 0.16% | 3,518 | -200 | -5.4% | -$1.44万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $25.21万 | 0.16% | 7,420 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $24.20万 | 0.16% | 405 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $22.91万 | 0.15% | 2,993 | 2,993 | — | $22.91万 | 新建仓 |
| — | EXXON MOBIL CORP | $22.65万 | 0.15% | 1,335 | 1,335 | — | $22.65万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $22.22万 | 0.14% | 385 | -15 | -3.8% | -$8,658 | 减仓 |
| VFQY | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -67,138 | -100.0% | -$1,029.97万 | 清仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -126,328 | -100.0% | -$634.54万 | 清仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $0 | 0.00% | 0 | -161,106 | -100.0% | -$306.18万 | 清仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -7,328 | -100.0% | -$34.38万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,811 | -100.0% | -$34.22万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -2,139 | -100.0% | -$20.54万 | 清仓 |