Cypress Point Wealth Management, LLC
CIK 1825611 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $491.6M
- Posisi
- 142
- Per tanggal
- 30 Juni 2026
#3.813 dari 9.443 berdasarkan nilai 13F · top 40.4%
Nilai portofolio QoQ: +5.9% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 65,88%
- Bobot 25 kepemilikan teratas
- 80,85%
- Posisi di atas 1%
- 16
- Jumlah posisi efektif
- 12,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 5,79% Perkiraan pembelian $45.529.475 · penjualan $27.656.191
Kepemilikan median: 2,0 kuartal Dilacak Q4 2024–Q2 2026 · 78,0% masih dipegang
- Posisi baru
- 42
- Meningkat
- 55
- Menurun
- 34
- Tertutup
- 23
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
28,0%
Communication Services
1,5%
Industrials
1,2%
Retail
0,8%
Financials
0,7%
Healthcare
0,5%
Energy
0,4%
Financial Services
0,4%
Consumer Staples
0,3%
Consumer Discretionary
0,2%
Utilities
0,2%
Communications
0,1%
Telecommunication
0,1%
Materials
0,1%
Real Estate
0,1%
Diversified Consumer Services
0,0%
Consumer products
0,0%
Lainnya/Tidak terpetakan
65,3%
Portofolio lengkap 142 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| PLTR Palantir Technologies Inc. - Class A Common Stock | $108.054.038 | 21,98% | 926.151 | $-27.645.969 | Turun ×1 | ||
| DFAC | $63.141.605 | 12,84% | 1.423.391 | $9.594.075 | Naik ×4 | ||
| AVLC | $43.438.631 | 8,84% | 482.866 | $4.867.425 | Turun ×1 | ||
| DFUS | $23.949.053 | 4,87% | 292.275 | $4.504.023 | Naik ×4 | ||
| DFIC | $21.096.733 | 4,29% | 566.203 | $1.557.928 | Naik ×6 | ||
| DCOR | $20.482.089 | 4,17% | 249.842 | $2.205.794 | Turun ×1 | ||
| VTI | $11.583.437 | 2,36% | 31.303 | $101.901 | Turun ×1 | ||
| VOO | $11.343.550 | 2,31% | 16.516 | $552.222 | Turun ×4 | ||
| VTV | $11.097.177 | 2,26% | 50.921 | $4.966.480 | Naik ×2 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $9.695.333 | 1,97% | 216.172 | $595.155 | Naik ×4 | ||
| AVEM | $9.054.758 | 1,84% | 93.841 | $1.277.795 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $7.725.345 | 1,57% | 26.698 | $1.157.000 | Naik ×3 | ||
| DFAU | $6.296.750 | 1,28% | 121.818 | $774.820 | Turun ×6 | ||
| AVUS | $6.160.127 | 1,25% | 48.096 | $738.953 | Turun ×4 | ||
| SCHH | $5.693.437 | 1,16% | 240.432 | $710.670 | Naik ×6 | ||
| AVDV | $5.143.755 | 1,05% | 49.915 | $64.645 | Turun ×1 | ||
| AVDE | $4.221.184 | 0,86% | 47.323 | $27.574 | Turun ×2 | ||
| AVSC | $4.185.180 | 0,85% | 57.065 | $683.204 | Naik ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $4.029.032 | 0,82% | 20.136 | $1.157.533 | Naik ×2 | ||
| KLAC KLA Corporation - Common Stock | $3.914.386 | 0,80% | 12.974 | $3.543.338 | Naik ×1 | ||
| VXUS Vanguard Total International Stock ETF | $3.814.978 | 0,78% | 44.625 | $397.013 | Naik ×4 | ||
| VCRB Vanguard Core Bond ETF | $3.688.016 | 0,75% | 47.752 | Naik ×1 | |||
| SCHB | $3.428.533 | 0,70% | 118.389 | $110.189 | Turun ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3.162.030 | 0,64% | 8.848 | $656.815 | Naik ×3 | ||
| IBMQ | $3.057.726 | 0,62% | 119.536 | $5.977 | |||
| IBMR | $3.039.645 | 0,62% | 119.718 | ||||
| IBMS | $2.975.050 | 0,61% | 115.000 | $4.600 | |||
| AVLV | $2.809.012 | 0,57% | 30.797 | $326.551 | Naik ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $2.795.048 | 0,57% | 7.493 | $353.769 | Naik ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2.777.020 | 0,56% | 4.930 | $-113.953 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2.712.786 | 0,55% | 11.382 | $870.429 | Naik ×3 | ||
| VB | $2.576.520 | 0,52% | 8.500 | $350.200 | |||
| DE Deere & Company Common Stock | $2.385.716 | 0,49% | 3.761 | Naik ×1 | |||
| AVUV | $2.259.224 | 0,46% | 18.109 | $196.616 | Turun ×6 | ||
| BRKA | $2.246.550 | 0,46% | 3 | $92.130 | |||
| VUG | $2.223.889 | 0,45% | 25.817 | $345.557 | Naik ×2 | ||
| DFAI | $2.197.196 | 0,45% | 53.265 | $84.894 | Turun ×1 | ||
| CGNG | $2.170.053 | 0,44% | 57.930 | $547.959 | Naik ×4 | ||
| EEMS | $2.026.083 | 0,41% | 26.698 | $-43.305 | Turun ×4 | ||
| AVIV | $1.944.394 | 0,40% | 25.115 | $-22.910 | Turun ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $1.807.619 | 0,37% | 1.566 | $1.576.198 | Naik ×1 | ||
| DFAX | $1.791.239 | 0,36% | 48.622 | $140.355 | Naik ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $1.745.961 | 0,36% | 4.622 | $783.384 | Naik ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1.733.190 | 0,35% | 2.397 | $1.517.178 | Naik ×1 | ||
| VEU | $1.715.016 | 0,35% | 20.478 | $-947.462 | Turun ×1 | ||
| VYM | $1.675.118 | 0,34% | 10.600 | $105.258 | |||
| AVES | $1.551.772 | 0,32% | 23.655 | $133.224 | Naik ×1 | ||
| DFAE | $1.480.209 | 0,30% | 36.812 | $234.483 | Naik ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $1.323.585 | 0,27% | 16.286 | $177.718 | Naik ×5 | ||
| AVEE | $1.292.732 | 0,26% | 18.648 | $189.240 | Naik ×4 | ||
| SPY SPY | $1.143.521 | 0,23% | 1.531 | $-37.267 | Turun ×1 | ||
| MMIT | $1.137.928 | 0,23% | 46.732 | $6.275 | Turun ×5 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1.136.260 | 0,23% | 1.956 | $711.294 | Turun ×1 | ||
| VPLS Vanguard Core Plus Bond ETF | $1.089.898 | 0,22% | 14.049 | Naik ×1 | |||
| BAC Bank of America Corporation Common Stock | $1.042.299 | 0,21% | 18.292 | $440.220 | Naik ×4 | ||
| DFGR | $985.780 | 0,20% | 34.028 | $35.967 | Turun ×4 | ||
| COP ConocoPhillips Common Stock | $982.315 | 0,20% | 9.449 | ||||
| VUSB | $966.836 | 0,20% | 19.422 | $33.474 | Naik ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $955.604 | 0,19% | 2.272 | $187.940 | Naik ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $895.753 | 0,18% | 2.535 | $220.725 | Naik ×1 | ||
| Penerbit tidak dikenal (CUSIP: 25239Y238) | $843.082 | 0,17% | 13.803 | $548.084 | Naik ×1 | ||
| VTEB | $823.038 | 0,17% | 16.272 | $11.227 | |||
| V Visa Inc. | $774.236 | 0,16% | 2.257 | $387.066 | Naik ×1 | ||
| LLY Eli Lilly and Company Common Stock | $764.037 | 0,16% | 637 | $416.363 | Naik ×1 | ||
| IVV | $726.424 | 0,15% | 970 | $96.729 | Naik ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $707.195 | 0,14% | 1.632 | Naik ×1 | |||
| VOYG Voyager Technologies, Inc. Class A Common Stock | $702.212 | 0,14% | 21.774 | Naik ×1 | |||
| C Citigroup, Inc. Common Stock | $626.745 | 0,13% | 4.478 | $328.822 | Naik ×1 | ||
| ARTY | $588.417 | 0,12% | 7.726 | $229.123 | Naik ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $585.885 | 0,12% | 4.988 | $222.093 | Naik ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $578.461 | 0,12% | 758 | $243.098 | Turun ×1 | ||
| VBR | $578.189 | 0,12% | 2.379 | $-433.447 | Turun ×1 | ||
| WCLD WisdomTree Cloud Computing Fund | $565.242 | 0,11% | 17.633 | $83.508 | |||
| CAT Caterpillar, Inc. Common Stock | $555.878 | 0,11% | 522 | Naik ×1 | |||
| DFSV | $549.004 | 0,11% | 14.153 | $53.074 | |||
| ABBV AbbVie Inc. Common Stock | $517.121 | 0,11% | 2.055 | $274.619 | Naik ×1 | ||
| GEV GE Vernova Inc. Common Stock | $509.890 | 0,10% | 434 | $185.171 | Naik ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $498.515 | 0,10% | 6.982 | $-410.391 | Turun ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $491.519 | 0,10% | 1.650 | $289.853 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $470.099 | 0,10% | 1.851 | $100.016 | Naik ×1 | ||
| DUSB | $464.577 | 0,09% | 9.149 | $2.804 | Naik ×3 | ||
| TRV The Travelers Companies, Inc. Common Stock | $461.508 | 0,09% | 1.398 | $107.700 | Naik ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $458.994 | 0,09% | 4.487 | $108.035 | Naik ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $454.759 | 0,09% | 1.054 | Naik ×1 | |||
| VCRM | $440.294 | 0,09% | 5.763 | $-125.285 | Turun ×1 | ||
| L Loews Corporation Common Stock | $430.312 | 0,09% | 3.801 | $-27.603 | Turun ×1 | ||
| T AT&T Inc. | $428.874 | 0,09% | 20.719 | $-186.948 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $407.854 | 0,08% | 1.246 | $125.754 | Naik ×1 | ||
| BLND Blend Labs, Inc. Class A Common Stock | $386.192 | 0,08% | 225.843 | $19.258 | Naik ×1 | ||
| WMT Walmart Inc. - Common Stock | $380.789 | 0,08% | 3.362 | $127.662 | Naik ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $377.849 | 0,08% | 1.588 | $76.169 | Naik ×1 | ||
| D Dominion Energy, Inc. Common Stock | $368.015 | 0,07% | 5.389 | Naik ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $367.640 | 0,07% | 393 | Naik ×1 | |||
| VWO | $361.389 | 0,07% | 6.054 | $34.533 | Naik ×1 | ||
| BND Vanguard Total Bond Market ETF | $358.997 | 0,07% | 4.890 | $-4.206.215 | Turun ×2 | ||
| CRM Salesforce, Inc. Common Stock | $352.329 | 0,07% | 2.249 | $-132.453 | Turun ×1 | ||
| DFAR | $342.696 | 0,07% | 13.100 | $32.881 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $327.022 | 0,07% | 165 | Naik ×1 | |||
| FNV Franco-Nevada Corporation | $326.834 | 0,07% | 1.568 | $-60.541 | |||
| VO | $322.280 | 0,07% | 4.000 | $35.100 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| DFAC | $63.141.605 | 12,84% | naik ×4 |
| DFUS | $23.949.053 | 4,87% | naik ×4 |
| DFIC | $21.096.733 | 4,29% | naik ×6 |
| VNQI | $9.695.333 | 1,97% | naik ×4 |
| AAPL | $7.725.345 | 1,57% | naik ×3 |
| SCHH | $5.693.437 | 1,16% | naik ×6 |
| AVSC | $4.185.180 | 0,85% | naik ×4 |
| VXUS | $3.814.978 | 0,78% | naik ×4 |
| GOOGL | $3.162.030 | 0,64% | naik ×3 |
| AVLV | $2.809.012 | 0,57% | naik ×3 |
| MSFT | $2.795.048 | 0,57% | naik ×3 |
| AMZN | $2.712.786 | 0,55% | naik ×3 |
| CGNG | $2.170.053 | 0,44% | naik ×4 |
| DFAX | $1.791.239 | 0,36% | naik ×5 |
| DFAE | $1.480.209 | 0,30% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| VCRB | $3.688.016 | 47.752 | 0,75% |
| IBMR | $3.039.645 | 119.718 | 0,62% |
| DE | $2.385.716 | 3.761 | 0,49% |
| VPLS | $1.089.898 | 14.049 | 0,22% |
| COP | $982.315 | 9.449 | 0,20% |
| LRCX | $707.195 | 1.632 | 0,14% |
| VOYG | $702.212 | 21.774 | 0,14% |
| CAT | $555.878 | 522 | 0,11% |
| DELL | $454.759 | 1.054 | 0,09% |
| D | $368.015 | 5.389 | 0,07% |
| COST | $367.640 | 393 | 0,07% |
| FIX | $327.022 | 165 | 0,07% |
| QCOM | $313.959 | 1.699 | 0,06% |
| WDC | $299.560 | 469 | 0,06% |
| EPD | $294.485 | 8.011 | 0,06% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| PLTR | Dipangkas | -2K | -$27.6M |
| DFAC | Beli lebih banyak | +45K | +$9.6M |
| VTV | Beli lebih banyak | +20K | +$5.0M |
| AVLC | Dipangkas | -15K | +$4.9M |
| DFUS | Beli lebih banyak | +18K | +$4.5M |
| DCOR | Dipangkas | -4K | +$2.2M |
| DFIC | Beli lebih banyak | +16K | +$1.6M |
| AVEM | Dipangkas | -3K | +$1.3M |
| NVDA | Beli lebih banyak | +4K | +$1.2M |
| AAPL | Beli lebih banyak | +817 | +$1.2M |
4 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| TSLA | 31 Maret 2025 | 15.354 | $6.200.560 | 33,2% |
| XOM | 30 Juni 2026 | 30.543 | $5.181.926 | 22,5% |
| IBMR | 31 Maret 2026 | 119.718 | $3.044.434 | Tidak lagi dilacak |
| IBTJ | 30 Juni 2026 | 119.718 | $3.034.856 | -1,6% |
| IBMN | 31 Des. 2025 | 113.000 | $3.027.270 | Tidak lagi dilacak |
| COP | 31 Maret 2026 | 29.389 | $2.751.116 | 2,2% |
| IBDR | 31 Maret 2026 | 59.000 | $1.429.570 | Tidak lagi dilacak |
| IBDT | 31 Maret 2026 | 40.000 | $1.018.200 | Tidak lagi dilacak |
| IBDS | 31 Maret 2026 | 35.000 | $849.800 | Tidak lagi dilacak |
| IBDQ | 31 Des. 2025 | 30.000 | $755.700 | Tidak lagi dilacak |
| ARWR | 30 Juni 2026 | 11.200 | $702.240 | 7,1% |
| ASTS | 30 Juni 2026 | 8.000 | $662.960 | -26,4% |
| UAMY | 30 Juni 2026 | 74.071 | $646.640 | -26,1% |
| QQQ | 31 Maret 2026 | 796 | $488.749 | |
| SGOL | 30 Juni 2026 | 10.318 | $460.390 | Tidak lagi dilacak |
| RKLB | 30 Sep. 2025 | 12.517 | $447.734 | 53,4% |
| MRK | 30 Sep. 2025 | 4.738 | $375.061 | 79,2% |
| DASH | 30 Sep. 2025 | 1.500 | $369.765 | -18,5% |
| AFRM | 30 Sep. 2025 | 5.253 | $363.193 | 4,4% |
| IEFA | 30 Juni 2026 | 3.942 | $356.870 | Tidak lagi dilacak |
| WULF | 30 Juni 2026 | 21.676 | $312.785 | -36,1% |
| HON | 30 Juni 2026 | 1.370 | $309.662 | -1,2% |
| POWL | 30 Juni 2026 | 555 | $300.300 | -30,2% |
| PFE | 30 Sep. 2025 | 11.714 | $283.948 | 9,2% |
| ABT | 30 Juni 2026 | 2.715 | $278.750 | 26,6% |
| ACN | 30 Juni 2026 | 1.379 | $273.442 | 48,7% |
| HOOD | 31 Maret 2026 | 2.359 | $266.803 | 41,6% |
| INTU | 30 Juni 2026 | 575 | $248.619 | 38,7% |
| HD | 30 Juni 2026 | 720 | $236.801 | -4,2% |
| TMO | 30 Juni 2026 | 480 | $235.935 | 23,6% |
| AVRE | 31 Des. 2025 | 5.240 | $233.071 | Tidak lagi dilacak |
| BX | 31 Maret 2025 | 1.290 | $222.422 | 2,4% |
| TTD | 30 Juni 2026 | 9.714 | $220.411 | -25,5% |
| BX | 31 Des. 2025 | 1.290 | $220.397 | -7,1% |
| PSX | 30 Juni 2026 | 1.182 | $215.337 | 44,4% |
| REET | 31 Maret 2026 | 8.434 | $210.429 | Tidak lagi dilacak |
| AEM | 30 Juni 2026 | 1.023 | $207.649 | 34,4% |
| PB | 31 Maret 2026 | 3.000 | $207.330 | 8,9% |
| GILD | 30 Juni 2026 | 1.450 | $202.087 | 15,1% |
| SYY | 31 Des. 2025 | 2.431 | $200.169 | 14,2% |
| OSCR | 31 Maret 2025 | 11.499 | $154.547 | 150,7% |
| RUM | 30 Juni 2025 | 18.221 | $128.823 | -9,1% |
| UROY | 30 Juni 2026 | 17.835 | $65.098 | 49,6% |
| VYGR | 30 Juni 2026 | 10.235 | $39.508 | -3,7% |
| CLVT | 30 Juni 2026 | 12.269 | $31.041 | -6,5% |
| RNXT | 30 Juni 2026 | 20.000 | $20.200 | 30,6% |
| ERNA | 30 Juni 2025 | 94.375 | $16.799 | 137,7% |