Cypress Point Wealth Management, LLC
CIK 1825611 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $491.6M
- 持仓
- 142
- 截至
- 2026年6月30日
按 13F 价值排名第 3812（共 9443） · 前 40.4%
投资组合价值同比（季度）：+5.9% 13F不披露现金
- 前十大持仓权重
- 65.88%
- 前二十五大持仓权重
- 80.85%
- 持仓高于 1%
- 16
- 有效持仓数量
- 12.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 5.79% 估计买入 $45529475 · 卖出 $27656191
中位数持有期：2.0 季度 跟踪时间 Q4 2024–Q2 2026 · 78.0% 仍持有
- 新仓位
- 42
- 增加
- 55
- 减少
- 34
- 已结清
- 23
本页内容
行业细分
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%
其他/未映射
65.3%
完整投资组合 142 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| PLTR Palantir Technologies Inc. - Class A Common Stock | $108054038 | 21.98% | 926151 | $-27645969 | 下跌 ×1 | ||
| DFAC | $63141605 | 12.84% | 1423391 | $9594075 | 上涨 ×4 | ||
| AVLC | $43438631 | 8.84% | 482866 | $4867425 | 下跌 ×1 | ||
| DFUS | $23949053 | 4.87% | 292275 | $4504023 | 上涨 ×4 | ||
| DFIC | $21096733 | 4.29% | 566203 | $1557928 | 上涨 ×6 | ||
| DCOR | $20482089 | 4.17% | 249842 | $2205794 | 下跌 ×1 | ||
| VTI | $11583437 | 2.36% | 31303 | $101901 | 下跌 ×1 | ||
| VOO | $11343550 | 2.31% | 16516 | $552222 | 下跌 ×4 | ||
| VTV | $11097177 | 2.26% | 50921 | $4966480 | 上涨 ×2 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $9695333 | 1.97% | 216172 | $595155 | 上涨 ×4 | ||
| AVEM | $9054758 | 1.84% | 93841 | $1277795 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $7725345 | 1.57% | 26698 | $1157000 | 上涨 ×3 | ||
| DFAU | $6296750 | 1.28% | 121818 | $774820 | 下跌 ×6 | ||
| AVUS | $6160127 | 1.25% | 48096 | $738953 | 下跌 ×4 | ||
| SCHH | $5693437 | 1.16% | 240432 | $710670 | 上涨 ×6 | ||
| AVDV | $5143755 | 1.05% | 49915 | $64645 | 下跌 ×1 | ||
| AVDE | $4221184 | 0.86% | 47323 | $27574 | 下跌 ×2 | ||
| AVSC | $4185180 | 0.85% | 57065 | $683204 | 上涨 ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $4029032 | 0.82% | 20136 | $1157533 | 上涨 ×2 | ||
| KLAC KLA Corporation - Common Stock | $3914386 | 0.80% | 12974 | $3543338 | 上涨 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $3814978 | 0.78% | 44625 | $397013 | 上涨 ×4 | ||
| VCRB Vanguard Core Bond ETF | $3688016 | 0.75% | 47752 | 上涨 ×1 | |||
| SCHB | $3428533 | 0.70% | 118389 | $110189 | 下跌 ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3162030 | 0.64% | 8848 | $656815 | 上涨 ×3 | ||
| IBMQ | $3057726 | 0.62% | 119536 | $5977 | |||
| IBMR | $3039645 | 0.62% | 119718 | ||||
| IBMS | $2975050 | 0.61% | 115000 | $4600 | |||
| AVLV | $2809012 | 0.57% | 30797 | $326551 | 上涨 ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $2795048 | 0.57% | 7493 | $353769 | 上涨 ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $2777020 | 0.56% | 4930 | $-113953 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2712786 | 0.55% | 11382 | $870429 | 上涨 ×3 | ||
| VB | $2576520 | 0.52% | 8500 | $350200 | |||
| DE Deere & Company Common Stock | $2385716 | 0.49% | 3761 | 上涨 ×1 | |||
| AVUV | $2259224 | 0.46% | 18109 | $196616 | 下跌 ×6 | ||
| BRKA | $2246550 | 0.46% | 3 | $92130 | |||
| VUG | $2223889 | 0.45% | 25817 | $345557 | 上涨 ×2 | ||
| DFAI | $2197196 | 0.45% | 53265 | $84894 | 下跌 ×1 | ||
| CGNG | $2170053 | 0.44% | 57930 | $547959 | 上涨 ×4 | ||
| EEMS | $2026083 | 0.41% | 26698 | $-43305 | 下跌 ×4 | ||
| AVIV | $1944394 | 0.40% | 25115 | $-22910 | 下跌 ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $1807619 | 0.37% | 1566 | $1576198 | 上涨 ×1 | ||
| DFAX | $1791239 | 0.36% | 48622 | $140355 | 上涨 ×5 | ||
| AVGO Broadcom Inc. - Common Stock | $1745961 | 0.36% | 4622 | $783384 | 上涨 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $1733190 | 0.35% | 2397 | $1517178 | 上涨 ×1 | ||
| VEU | $1715016 | 0.35% | 20478 | $-947462 | 下跌 ×1 | ||
| VYM | $1675118 | 0.34% | 10600 | $105258 | |||
| AVES | $1551772 | 0.32% | 23655 | $133224 | 上涨 ×1 | ||
| DFAE | $1480209 | 0.30% | 36812 | $234483 | 上涨 ×3 | ||
| KO Coca-Cola Company (The) Common Stock | $1323585 | 0.27% | 16286 | $177718 | 上涨 ×5 | ||
| AVEE | $1292732 | 0.26% | 18648 | $189240 | 上涨 ×4 | ||
| SPY SPY | $1143521 | 0.23% | 1531 | $-37267 | 下跌 ×1 | ||
| MMIT | $1137928 | 0.23% | 46732 | $6275 | 下跌 ×5 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1136260 | 0.23% | 1956 | $711294 | 下跌 ×1 | ||
| VPLS Vanguard Core Plus Bond ETF | $1089898 | 0.22% | 14049 | 上涨 ×1 | |||
| BAC Bank of America Corporation Common Stock | $1042299 | 0.21% | 18292 | $440220 | 上涨 ×4 | ||
| DFGR | $985780 | 0.20% | 34028 | $35967 | 下跌 ×4 | ||
| COP ConocoPhillips Common Stock | $982315 | 0.20% | 9449 | ||||
| VUSB | $966836 | 0.20% | 19422 | $33474 | 上涨 ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $955604 | 0.19% | 2272 | $187940 | 上涨 ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $895753 | 0.18% | 2535 | $220725 | 上涨 ×1 | ||
| 未知发行人 (CUSIP: 25239Y238) | $843082 | 0.17% | 13803 | $548084 | 上涨 ×1 | ||
| VTEB | $823038 | 0.17% | 16272 | $11227 | |||
| V Visa Inc. | $774236 | 0.16% | 2257 | $387066 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $764037 | 0.16% | 637 | $416363 | 上涨 ×1 | ||
| IVV | $726424 | 0.15% | 970 | $96729 | 上涨 ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $707195 | 0.14% | 1632 | 上涨 ×1 | |||
| VOYG Voyager Technologies, Inc. Class A Common Stock | $702212 | 0.14% | 21774 | 上涨 ×1 | |||
| C Citigroup, Inc. Common Stock | $626745 | 0.13% | 4478 | $328822 | 上涨 ×1 | ||
| ARTY | $588417 | 0.12% | 7726 | $229123 | 上涨 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $585885 | 0.12% | 4988 | $222093 | 上涨 ×1 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $578461 | 0.12% | 758 | $243098 | 下跌 ×1 | ||
| VBR | $578189 | 0.12% | 2379 | $-433447 | 下跌 ×1 | ||
| WCLD WisdomTree Cloud Computing Fund | $565242 | 0.11% | 17633 | $83508 | |||
| CAT Caterpillar, Inc. Common Stock | $555878 | 0.11% | 522 | 上涨 ×1 | |||
| DFSV | $549004 | 0.11% | 14153 | $53074 | |||
| ABBV AbbVie Inc. Common Stock | $517121 | 0.11% | 2055 | $274619 | 上涨 ×1 | ||
| GEV GE Vernova Inc. Common Stock | $509890 | 0.10% | 434 | $185171 | 上涨 ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $498515 | 0.10% | 6982 | $-410391 | 下跌 ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $491519 | 0.10% | 1650 | $289853 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $470099 | 0.10% | 1851 | $100016 | 上涨 ×1 | ||
| DUSB | $464577 | 0.09% | 9149 | $2804 | 上涨 ×3 | ||
| TRV The Travelers Companies, Inc. Common Stock | $461508 | 0.09% | 1398 | $107700 | 上涨 ×1 | ||
| EMXC iShares MSCI Emerging Markets ex China ETF | $458994 | 0.09% | 4487 | $108035 | 上涨 ×1 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $454759 | 0.09% | 1054 | 上涨 ×1 | |||
| VCRM | $440294 | 0.09% | 5763 | $-125285 | 下跌 ×1 | ||
| L Loews Corporation Common Stock | $430312 | 0.09% | 3801 | $-27603 | 下跌 ×1 | ||
| T AT&T Inc. | $428874 | 0.09% | 20719 | $-186948 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $407854 | 0.08% | 1246 | $125754 | 上涨 ×1 | ||
| BLND Blend Labs, Inc. Class A Common Stock | $386192 | 0.08% | 225843 | $19258 | 上涨 ×1 | ||
| WMT Walmart Inc. - Common Stock | $380789 | 0.08% | 3362 | $127662 | 上涨 ×1 | ||
| ALL Allstate Corporation (The) Common Stock | $377849 | 0.08% | 1588 | $76169 | 上涨 ×1 | ||
| D Dominion Energy, Inc. Common Stock | $368015 | 0.07% | 5389 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $367640 | 0.07% | 393 | 上涨 ×1 | |||
| VWO | $361389 | 0.07% | 6054 | $34533 | 上涨 ×1 | ||
| BND Vanguard Total Bond Market ETF | $358997 | 0.07% | 4890 | $-4206215 | 下跌 ×2 | ||
| CRM Salesforce, Inc. Common Stock | $352329 | 0.07% | 2249 | $-132453 | 下跌 ×1 | ||
| DFAR | $342696 | 0.07% | 13100 | $32881 | |||
| FIX Comfort Systems USA, Inc. Common Stock | $327022 | 0.07% | 165 | 上涨 ×1 | |||
| FNV Franco-Nevada Corporation | $326834 | 0.07% | 1568 | $-60541 | |||
| VO | $322280 | 0.07% | 4000 | $35100 | 上涨 ×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 |
|---|---|---|---|
| DFAC | $63141605 | 12.84% | 上涨 ×4 |
| DFUS | $23949053 | 4.87% | 上涨 ×4 |
| DFIC | $21096733 | 4.29% | 上涨 ×6 |
| VNQI | $9695333 | 1.97% | 上涨 ×4 |
| AAPL | $7725345 | 1.57% | 上涨 ×3 |
| SCHH | $5693437 | 1.16% | 上涨 ×6 |
| AVSC | $4185180 | 0.85% | 上涨 ×4 |
| VXUS | $3814978 | 0.78% | 上涨 ×4 |
| GOOGL | $3162030 | 0.64% | 上涨 ×3 |
| AVLV | $2809012 | 0.57% | 上涨 ×3 |
| MSFT | $2795048 | 0.57% | 上涨 ×3 |
| AMZN | $2712786 | 0.55% | 上涨 ×3 |
| CGNG | $2170053 | 0.44% | 上涨 ×4 |
| DFAX | $1791239 | 0.36% | 上涨 ×5 |
| DFAE | $1480209 | 0.30% | 上涨 ×3 |
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 |
|---|---|---|---|
| VCRB | $3688016 | 47752 | 0.75% |
| IBMR | $3039645 | 119718 | 0.62% |
| DE | $2385716 | 3761 | 0.49% |
| VPLS | $1089898 | 14049 | 0.22% |
| COP | $982315 | 9449 | 0.20% |
| LRCX | $707195 | 1632 | 0.14% |
| VOYG | $702212 | 21774 | 0.14% |
| CAT | $555878 | 522 | 0.11% |
| DELL | $454759 | 1054 | 0.09% |
| D | $368015 | 5389 | 0.07% |
| COST | $367640 | 393 | 0.07% |
| FIX | $327022 | 165 | 0.07% |
| QCOM | $313959 | 1699 | 0.06% |
| WDC | $299560 | 469 | 0.06% |
| EPD | $294485 | 8011 | 0.06% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| PLTR | 削减 | -2K | -$27.6M |
| DFAC | 增持 | +45K | +$9.6M |
| VTV | 增持 | +20K | +$5.0M |
| AVLC | 削减 | -15K | +$4.9M |
| DFUS | 增持 | +18K | +$4.5M |
| DCOR | 削减 | -4K | +$2.2M |
| DFIC | 增持 | +16K | +$1.6M |
| AVEM | 削减 | -3K | +$1.3M |
| NVDA | 增持 | +4K | +$1.2M |
| AAPL | 增持 | +817 | +$1.2M |
4 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 |
|---|---|---|---|---|
| TSLA | 2025年3月31日 | 15354 | $6200560 | 34.6% |
| XOM | 2026年6月30日 | 30543 | $5181926 | 21.7% |
| IBMR | 2026年3月31日 | 119718 | $3044434 | 不再跟踪 |
| IBTJ | 2026年6月30日 | 119718 | $3034856 | -1.6% |
| IBMN | 2025年12月31日 | 113000 | $3027270 | 不再跟踪 |
| COP | 2026年3月31日 | 29389 | $2751116 | 2.6% |
| IBDR | 2026年3月31日 | 59000 | $1429570 | 不再跟踪 |
| IBDT | 2026年3月31日 | 40000 | $1018200 | 不再跟踪 |
| IBDS | 2026年3月31日 | 35000 | $849800 | 不再跟踪 |
| IBDQ | 2025年12月31日 | 30000 | $755700 | 不再跟踪 |
| ARWR | 2026年6月30日 | 11200 | $702240 | 8.2% |
| ASTS | 2026年6月30日 | 8000 | $662960 | -23.4% |
| UAMY | 2026年6月30日 | 74071 | $646640 | -23.8% |
| QQQ | 2026年3月31日 | 796 | $488749 | |
| SGOL | 2026年6月30日 | 10318 | $460390 | 不再跟踪 |
| RKLB | 2025年9月30日 | 12517 | $447734 | 53.5% |
| MRK | 2025年9月30日 | 4738 | $375061 | 80.7% |
| DASH | 2025年9月30日 | 1500 | $369765 | -19.3% |
| AFRM | 2025年9月30日 | 5253 | $363193 | 3.2% |
| IEFA | 2026年6月30日 | 3942 | $356870 | 不再跟踪 |
| WULF | 2026年6月30日 | 21676 | $312785 | -30.6% |
| HON | 2026年6月30日 | 1370 | $309662 | -1.9% |
| POWL | 2026年6月30日 | 555 | $300300 | -30.4% |
| PFE | 2025年9月30日 | 11714 | $283948 | 10.1% |
| ABT | 2026年6月30日 | 2715 | $278750 | 26.1% |
| ACN | 2026年6月30日 | 1379 | $273442 | 46.7% |
| HOOD | 2026年3月31日 | 2359 | $266803 | 53.4% |
| INTU | 2026年6月30日 | 575 | $248619 | 38.2% |
| HD | 2026年6月30日 | 720 | $236801 | -4.8% |
| TMO | 2026年6月30日 | 480 | $235935 | 23.8% |
| AVRE | 2025年12月31日 | 5240 | $233071 | 不再跟踪 |
| BX | 2025年3月31日 | 1290 | $222422 | 2.5% |
| TTD | 2026年6月30日 | 9714 | $220411 | -26.9% |
| BX | 2025年12月31日 | 1290 | $220397 | -7.0% |
| PSX | 2026年6月30日 | 1182 | $215337 | 43.8% |
| REET | 2026年3月31日 | 8434 | $210429 | 不再跟踪 |
| AEM | 2026年6月30日 | 1023 | $207649 | 39.8% |
| PB | 2026年3月31日 | 3000 | $207330 | 8.7% |
| GILD | 2026年6月30日 | 1450 | $202087 | 14.6% |
| SYY | 2025年12月31日 | 2431 | $200169 | 14.1% |
| OSCR | 2025年3月31日 | 11499 | $154547 | 135.1% |
| RUM | 2025年6月30日 | 18221 | $128823 | -5.0% |
| UROY | 2026年6月30日 | 17835 | $65098 | 58.3% |
| VYGR | 2026年6月30日 | 10235 | $39508 | -3.4% |
| CLVT | 2026年6月30日 | 12269 | $31041 | -4.9% |
| RNXT | 2026年6月30日 | 20000 | $20200 | 33.2% |
| ERNA | 2025年6月30日 | 94375 | $16799 | 155.7% |