CYPRESS FINANCIAL PLANNING LLC
CIK 1937021 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $412.9M
- 持仓
- 109
- 截至
- 2026年6月30日
按 13F 价值排名第 4282（共 9443） · 前 45.3%
投资组合价值同比（季度）：+13.9% 13F不披露现金
- 前十大持仓权重
- 70.48%
- 前二十五大持仓权重
- 87.86%
- 持仓高于 1%
- 16
- 有效持仓数量
- 17.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 5.24% 估计买入 $45191941 · 卖出 $20304642
中位数持有期：6.0 季度 跟踪时间 Q4 2024–Q2 2026 · 83.2% 仍持有
- 新仓位
- 16
- 增加
- 47
- 减少
- 32
- 已结清
- 9
看跌期权名义敞口：1.1% 看跌期权 13F以标的资产名义价值报告期权头寸——可能包含对冲，不一定是看跌头寸
本页内容
行业细分
Financial Services
4.2%
Technology
1.4%
Industrials
0.6%
Retail
0.5%
Communication Services
0.4%
Healthcare
0.3%
Financials
0.2%
Consumer Discretionary
0.2%
Energy
0.1%
Real Estate
0.1%
Consumer Staples
0.1%
Consumer products
0.1%
其他/未映射
92.0%
完整投资组合 109 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $41271085 | 9.99% | 55110 | $6929060 | 上涨 ×3 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $40029715 | 9.69% | 484328 | $2367672 | 上涨 ×5 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $38678794 | 9.37% | 655795 | $2257688 | 上涨 ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $36553093 | 8.85% | 462522 | $1341802 | 上涨 ×6 | ||
| VEA | $34938687 | 8.46% | 490368 | $3671418 | 上涨 ×5 | ||
| VXF | $29719764 | 7.20% | 120709 | $5510378 | 上涨 ×3 | ||
| DGRO | $20239027 | 4.90% | 267041 | $2082625 | 上涨 ×5 | ||
| VNQ | $19046085 | 4.61% | 197512 | $1688998 | 上涨 ×2 | ||
| JMBS | $18679892 | 4.52% | 415201 | 上涨 ×1 | |||
| IEFA | $11870976 | 2.87% | 122913 | $1660822 | 上涨 ×4 | ||
| VWO | $11588859 | 2.81% | 194151 | $1275805 | 上涨 ×3 | ||
| MS Morgan Stanley Common Stock | $9961663 | 2.41% | 47654 | $3749924 | 上涨 ×4 | ||
| VIG | $8789723 | 2.13% | 37147 | $585614 | 下跌 ×1 | ||
| SPY SPY | $8369413 | 2.03% | 11207 | $1489413 | 上涨 ×1 | ||
| IEMG | $5053237 | 1.22% | 61000 | $1056911 | 上涨 ×1 | ||
| COF Capital One Financial Corporation Common Stock | $4554295 | 1.10% | 22701 | $412938 | |||
| SCHV | $3754537 | 0.91% | 107858 | $585282 | 上涨 ×1 | ||
| SCHG | $3448942 | 0.84% | 101919 | $585638 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $3045226 | 0.74% | 10524 | $208227 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2484239 | 0.60% | 3373 | 上涨 ×1 | |||
| IJR | $2456459 | 0.59% | 16563 | $331877 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2356480 | 0.57% | 3200 | 卖出期权 | $501827 | ||
| MS Morgan Stanley Common Stock | $2090400 | 0.51% | 10000 | 卖出期权 | $444688 | ||
| VUG | $1979780 | 0.48% | 22983 | $320851 | 上涨 ×3 | ||
| BRKB | $1849441 | 0.45% | 3696 | $36148 | 下跌 ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $1694980 | 0.41% | 3327 | $-160175 | 上涨 ×1 | ||
| VTI | $1620008 | 0.39% | 4378 | $972068 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1605701 | 0.39% | 6737 | $123231 | 下跌 ×1 | ||
| DFCF | $1542607 | 0.37% | 36546 | $143478 | 上涨 ×2 | ||
| MUB | $1486878 | 0.36% | 13816 | $108839 | 上涨 ×6 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $1468956 | 0.36% | 15533 | $-13514 | |||
| DGCB Dimensional Global Credit ETF | $1383971 | 0.34% | 25315 | $43542 | 上涨 ×2 | ||
| DFSD | $1367465 | 0.33% | 28638 | $4704 | 上涨 ×2 | ||
| DECP | $1190906 | 0.29% | 36656 | $61422 | 下跌 ×1 | ||
| VGK | $1131807 | 0.27% | 12783 | $78187 | 上涨 ×1 | ||
| SHM | $1102428 | 0.27% | 22984 | $122535 | 上涨 ×6 | ||
| AVUV | $977120 | 0.24% | 7832 | 上涨 ×1 | |||
| TFI | $961892 | 0.23% | 21002 | $94356 | 上涨 ×2 | ||
| LQD | $927132 | 0.22% | 8500 | $-65085 | 下跌 ×1 | ||
| FEBP | $884804 | 0.21% | 26016 | $112265 | 上涨 ×1 | ||
| EFA | $883754 | 0.21% | 8507 | $19858 | 下跌 ×5 | ||
| IWF | $882600 | 0.21% | 7108 | $124887 | 上涨 ×1 | ||
| VTV | $872507 | 0.21% | 4004 | $97086 | 上涨 ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $856176 | 0.21% | 2616 | $156229 | 上涨 ×6 | ||
| MRCP | $822242 | 0.20% | 23911 | $161019 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $807894 | 0.20% | 4038 | $181415 | 上涨 ×2 | ||
| AVDV | $792970 | 0.19% | 7695 | 上涨 ×1 | |||
| SCHX | $776686 | 0.19% | 26391 | $78984 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $766427 | 0.19% | 2169 | $144193 | |||
| JCI Johnson Controls International plc Ordinary Share | $750129 | 0.18% | 5134 | $77832 | |||
| NFLX Netflix, Inc. - Common Stock | $693508 | 0.17% | 9713 | $-233090 | 上涨 ×1 | ||
| V Visa Inc. | $685548 | 0.17% | 1998 | $161162 | 上涨 ×1 | ||
| VTEB | $661232 | 0.16% | 13073 | $92586 | 上涨 ×1 | ||
| SPDW | $659303 | 0.16% | 13084 | $48643 | 下跌 ×2 | ||
| IJS | $653523 | 0.16% | 4781 | $88283 | 上涨 ×1 | ||
| SPYM | $650417 | 0.16% | 7401 | $70921 | 下跌 ×1 | ||
| DUSB | $625150 | 0.15% | 12311 | $-83862 | 下跌 ×1 | ||
| PSEP | $599295 | 0.15% | 13014 | $-103358 | 下跌 ×6 | ||
| IWM | $584075 | 0.14% | 1944 | $89315 | 下跌 ×4 | ||
| VOO | $580527 | 0.14% | 845 | $95825 | 上涨 ×2 | ||
| SPIB | $571731 | 0.14% | 17087 | $-8075 | 下跌 ×2 | ||
| VB | $564713 | 0.14% | 1863 | $159261 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $510192 | 0.12% | 1368 | $-15273 | 下跌 ×1 | ||
| USEW | $506531 | 0.12% | 9073 | $63042 | |||
| JANP | $492850 | 0.12% | 14195 | $87402 | 上涨 ×1 | ||
| IDEC | $484607 | 0.12% | 14121 | $23232 | 下跌 ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $484482 | 0.12% | 3544 | $159710 | 上涨 ×1 | ||
| IJUL | $482574 | 0.12% | 13416 | $179802 | 上涨 ×1 | ||
| HEFA | $416976 | 0.10% | 8886 | $37538 | 下跌 ×3 | ||
| IOCT | $413400 | 0.10% | 11176 | $8993 | 下跌 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $398829 | 0.10% | 2158 | $113939 | 下跌 ×1 | ||
| MCD McDonald's Corporation Common Stock | $384474 | 0.09% | 1422 | $-21729 | 上涨 ×1 | ||
| DFEV | $377604 | 0.09% | 8850 | $58912 | 下跌 ×2 | ||
| AMT American Tower Corporation (REIT) Common Stock | $377229 | 0.09% | 2306 | $42569 | 上涨 ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $367971 | 0.09% | 885 | $115438 | 下跌 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $357696 | 0.09% | 2642 | $-18882 | 上涨 ×1 | ||
| ISEP | $355688 | 0.09% | 10280 | $1786 | 下跌 ×3 | ||
| IYR | $354501 | 0.09% | 3467 | $29877 | 上涨 ×1 | ||
| INOV | $344374 | 0.08% | 9377 | $9181 | 下跌 ×2 | ||
| IDEV | $339573 | 0.08% | 3815 | ||||
| ABBV AbbVie Inc. Common Stock | $331603 | 0.08% | 1318 | $45628 | 上涨 ×5 | ||
| TSLA Tesla, Inc. - Common Stock | $322600 | 0.08% | 767 | $37468 | |||
| IBM International Business Machines Corporation Common Stock | $315406 | 0.08% | 1122 | $43557 | |||
| SPSB | $307002 | 0.07% | 10230 | $12466 | 上涨 ×6 | ||
| VBK | $305725 | 0.07% | 836 | ||||
| SPY SPY | $298708 | 0.07% | 400 | 卖出期权 | $38570 | ||
| SCHH | $290080 | 0.07% | 12250 | $22293 | 下跌 ×1 | ||
| EA Electronic Arts Inc. - Common Stock | $287263 | 0.07% | 1401 | $1639 | |||
| SPSM | $280334 | 0.07% | 4861 | $39314 | 下跌 ×3 | ||
| PBNV | $276931 | 0.07% | 8938 | $18563 | |||
| IJUN | $274548 | 0.07% | 8806 | $50677 | 上涨 ×1 | ||
| BURL Burlington Stores, Inc. Common Stock | $274349 | 0.07% | 866 | $-7430 | |||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $272780 | 0.07% | 9329 | $-13881757 | 下跌 ×1 | ||
| IJAN | $272119 | 0.07% | 7146 | $8908 | 下跌 ×1 | ||
| PDEC | $258498 | 0.06% | 5633 | $16375 | 下跌 ×5 | ||
| PG Procter & Gamble Company (The) Common Stock | $257971 | 0.06% | 1759 | $3926 | |||
| IFEB | $253495 | 0.06% | 8105 | $7408 | 下跌 ×1 | ||
| VBR | $253439 | 0.06% | 1043 | 上涨 ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $252795 | 0.06% | 2214 | $-9948 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $251736 | 0.06% | 666 | $35910 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| IVV | $41271085 | 9.99% | 上涨 ×3 |
| VCIT | $40029715 | 9.69% | 上涨 ×5 |
| VGIT | $38678794 | 9.37% | 上涨 ×6 |
| VCSH | $36553093 | 8.85% | 上涨 ×6 |
| VEA | $34938687 | 8.46% | 上涨 ×5 |
| VXF | $29719764 | 7.20% | 上涨 ×3 |
| DGRO | $20239027 | 4.90% | 上涨 ×5 |
| IEFA | $11870976 | 2.87% | 上涨 ×4 |
| VWO | $11588859 | 2.81% | 上涨 ×3 |
| MS | $9961663 | 2.41% | 上涨 ×4 |
| VUG | $1979780 | 0.48% | 上涨 ×3 |
| MUB | $1486878 | 0.36% | 上涨 ×6 |
| SHM | $1102428 | 0.27% | 上涨 ×6 |
| VTV | $872507 | 0.21% | 上涨 ×3 |
| JPM | $856176 | 0.21% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| JMBS | $18679892 | 415201 | 4.52% |
| QQQ | $2484239 | 3373 | 0.60% |
| AVUV | $977120 | 7832 | 0.24% |
| AVDV | $792970 | 7695 | 0.19% |
| IDEV | $339573 | 3815 | 0.08% |
| VBK | $305725 | 836 | 0.07% |
| VBR | $253439 | 1043 | 0.06% |
| APRP | $246626 | 7577 | 0.06% |
| JNJ | $227734 | 897 | 0.06% |
| SCHF | $221732 | 8005 | 0.05% |
| JEPQ | $212836 | 3463 | 0.05% |
| QYLD | $208480 | 11312 | 0.05% |
| BJAN | $206634 | 3510 | 0.05% |
| IWD | $204853 | 845 | 0.05% |
| XYLD | $203379 | 4986 | 0.05% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| IVV | 增持 | +3K | +$6.9M |
| VXF | 增持 | +3K | +$5.5M |
| MS | 增持 | +10K | +$3.7M |
| VEA | 增持 | +2K | +$3.7M |
| VCIT | 增持 | +29K | +$2.4M |
| VGIT | 增持 | +44K | +$2.3M |
| DGRO | 增持 | +8K | +$2.1M |
| VNQ | 增持 | +2K | +$1.7M |
| IEFA | 增持 | +10K | +$1.7M |
| SPY | 增持 | +628 | +$1.5M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| DFS | 2025年6月30日 | 22247 | $3797563 | 不再跟踪 |
| SJNK | 2026年6月30日 | 61908 | $1546457 | 不再跟踪 |
| DFAS | 2026年6月30日 | 11664 | $829660 | 不再跟踪 |
| DISV | 2026年6月30日 | 20418 | $805286 | 不再跟踪 |
| HYD | 2026年6月30日 | 12190 | $611207 | 不再跟踪 |
| PAUG | 2026年3月31日 | 9778 | $424072 | 不再跟踪 |
| PFEB | 2026年3月31日 | 10224 | $417034 | 不再跟踪 |
| UAN | 2026年3月31日 | 3500 | $343945 | -2.9% |
| POCT | 2026年3月31日 | 7672 | $337875 | 不再跟踪 |
| XLF | 2026年3月31日 | 5876 | $324238 | 不再跟踪 |
| HEFA | 2025年3月31日 | 9237 | $320986 | 不再跟踪 |
| IDEV | 2026年3月31日 | 3627 | $299163 | 不再跟踪 |
| UNH | 2025年6月30日 | 548 | $287015 | 25.8% |
| PMAY | 2026年3月31日 | 7216 | $285898 | 不再跟踪 |
| VZ | 2025年12月31日 | 6038 | $265360 | 21.3% |
| PJUL | 2026年6月30日 | 5454 | $250707 | 不再跟踪 |
| VBK | 2026年3月31日 | 825 | $250615 | 不再跟踪 |
| CAVA | 2026年6月30日 | 3000 | $242700 | -8.2% |
| PAPR | 2025年3月31日 | 6539 | $240006 | 不再跟踪 |
| JNK | 2026年6月30日 | 2430 | $232600 | 不再跟踪 |
| PAPR | 2025年12月31日 | 5785 | $221913 | 不再跟踪 |
| IJAN | 2025年6月30日 | 6665 | $213107 | 不再跟踪 |
| PJAN | 2025年6月30日 | 5112 | $211995 | 不再跟踪 |
| PMAR | 2026年3月31日 | 4665 | $209878 | 不再跟踪 |
| IGIB | 2025年3月31日 | 4010 | $206555 | |
| PLTR | 2026年6月30日 | 1410 | $206255 | 49.7% |
| PNOV | 2026年6月30日 | 5029 | $205485 | 不再跟踪 |
| XOM | 2025年6月30日 | 1727 | $205392 | 55.3% |
| BJAN | 2026年3月31日 | 3709 | $204125 | 不再跟踪 |
| CAVA | 2025年3月31日 | 1800 | $203040 | -16.6% |