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Cypress Point Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Cypress Point Wealth Management, LLC
报告期 2026-03-31 · CIK 0001825611
持仓数
123
前50大市值合计
$437.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 145 项
建仓 40
增持 24
减持 13
清仓 68
方向
标的
Δ市值
现股数(环比)
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$6.8M
2,568,283
-1%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$3.0M
49,014
减持
SCHB
SCHWAB STRATEGIC TR
-$1.9M
3,942
-83%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VUSB
VANGUARD BD INDEX FDS
+$1.5M
47,349
+175%
建仓
UPST
UPSTART HLDGS INC
+$727.0K
2,296
增持
MTDR
MATADOR RES CO
+$648.0K
72,455
+24%
减持
MSFT
MICROSOFT CORP
-$621.0K
552
-81%
增持
—
CONTEXTLOGIC INC
-$353.0K
376,976
+106%
清仓
GLD
SPDR GOLD TR
-$303.0K
0
-100%
清仓
PCN
PIMCO CORPORATE & INCM STRG
-$209.0K
0
-100%
增持
SCHH
SCHWAB STRATEGIC TR
+$208.0K
76,530
+7%
减持
VNQ
VANGUARD INDEX FDS
-$128.0K
1,923
-40%
建仓
—
AEVA TECHNOLOGIES INC
+$83.0K
10,494
清仓
—
ETF MANAGERS TR
-$55.0K
0
-100%
减持
PSX
PHILLIPS 66
-$53.0K
722
-41%
减持
T
AT&T INC
-$43.0K
34
-98%
减持
MMM
3M CO
-$42.0K
100
-67%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$40.0K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$30.0K
0
-100%
清仓
PRNT
ARK ETF TR
-$28.0K
0
-100%
增持
—
LUCIRA HEALTH INC
+$27.0K
14,177
+16%
减持
CVX
CHEVRON CORP NEW
-$25.0K
250
-48%
增持
AAPL
APPLE INC
+$25.0K
4,883
+0%
清仓
SONY
SONY GROUP CORPORATION
-$24.0K
0
-100%
清仓
ICLN
ISHARES TR
-$23.0K
0
-100%
清仓
HUM
HUMANA INC
-$22.0K
0
-100%
清仓
EQX
EQUINOX GOLD CORP
-$21.0K
0
-100%
减持
SO
SOUTHERN CO
-$21.0K
7
-98%
建仓
IWD
ISHARES TR
+$20.0K
126
清仓
PG
PROCTER AND GAMBLE CO
-$20.0K
0
-100%
清仓
USFD
US FOODS HLDG CORP
-$19.0K
0
-100%
清仓
—
INTERNATIONAL GAME TECHNOLOG
-$19.0K
0
-100%
建仓
IWF
ISHARES TR
+$19.0K
70
增持
KO
COCA COLA CO
-$18.0K
11,987
+0%
清仓
—
DISCOVERY INC
-$18.0K
0
-100%
清仓
MS
MORGAN STANLEY
-$18.0K
0
-100%
清仓
—
MARATHON OIL CORP
-$18.0K
0
-100%
清仓
INTC
INTEL CORP
-$17.0K
0
-100%
减持
F
FORD MTR CO DEL
-$16.0K
600
-63%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$15.0K
264
+147%
清仓
CHDN
CHURCHILL DOWNS INC
-$15.0K
0
-100%
清仓
GILD
GILEAD SCIENCES INC
-$15.0K
0
-100%
清仓
—
GLAXOSMITHKLINE PLC
-$15.0K
0
-100%
清仓
TOL
TOLL BROTHERS INC
-$14.0K
0
-100%
建仓
—
ROVER GROUP INC
+$14.0K
1,000
清仓
YUM
YUM BRANDS INC
-$14.0K
0
-100%
建仓
—
MUDRICK CAPITAL ACQU CORP II
+$13.0K
1,300
清仓
SGDJ
SPROTT ETF TRUST
-$13.0K
0
-100%
清仓
OVV
OVINTIV INC
-$13.0K
0
-100%
清仓
YUMC
YUM CHINA HLDGS INC
-$13.0K
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO
-$13.0K
0
-100%
清仓
BYD
BOYD GAMING CORP
-$12.0K
0
-100%
清仓
FSK
FS KKR CAP CORP
-$12.0K
0
-100%
清仓
BP
BP PLC
-$12.0K
0
-100%
清仓
HSIC
HENRY SCHEIN INC
-$11.0K
0
-100%
清仓
ENB
ENBRIDGE INC
-$11.0K
0
-100%
清仓
—
PATTERSON COS INC
-$11.0K
0
-100%
清仓
DAL
DELTA AIR LINES INC DEL
-$11.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$11.0K
105
增持
VTEB
VANGUARD MUN BD FDS
+$11.0K
244
+578%
清仓
MOS
MOSAIC CO NEW
-$10.0K
0
-100%
清仓
—
ROYAL DUTCH SHELL PLC
-$10.0K
0
-100%
清仓
—
NEBULA CARAVEL ACQUISITION C
-$10.0K
0
-100%
清仓
—
ROYAL DUTCH SHELL PLC
-$10.0K
0
-100%
清仓
MRK
MERCK & CO INC
-$10.0K
0
-100%
清仓
—
TWC TECH HLDGS II CORP
-$10.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$10.0K
8
-95%
建仓
—
CELLEBRITE DI LTD
+$9.0K
999
建仓
ITOT
ISHARES TR
+$9.0K
91
清仓
JBLU
JETBLUE AWYS CORP
-$9.0K
0
-100%
清仓
NOK
NOKIA CORP
-$8.0K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$8.0K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$8.0K
0
-100%
清仓
—
SENSEONICS HLDGS INC
-$8.0K
0
-100%
清仓
—
CREDIT SUISSE GROUP
-$8.0K
0
-100%
清仓
—
BALLYS CORPORATION
-$8.0K
0
-100%
增持
IEFA
ISHARES TR
+$8.0K
403
+38%
增持
HYG
ISHARES TR
+$8.0K
217
+78%
清仓
—
ENDO INTL PLC
-$7.0K
0
-100%
建仓
IWM
ISHARES TR
+$7.0K
31
清仓
—
HAWAIIAN HOLDINGS INC
-$7.0K
0
-100%
清仓
WYNN
WYNN RESORTS LTD
-$6.0K
0
-100%
清仓
BWA
BORGWARNER INC
-$5.0K
0
-100%
建仓
BIT
BLACKROCK MULTI SECTOR INC T
+$5.0K
125
清仓
MUR
MURPHY OIL CORP
-$5.0K
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$5.0K
735
+1%
清仓
SLV
ISHARES SILVER TR
-$5.0K
0
-100%
清仓
—
II-VI INC
-$5.0K
0
-100%
清仓
ALK
ALASKA AIR GROUP INC
-$5.0K
0
-100%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$5.0K
53
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$4.0K
1,510
-1%
清仓
BKR
BAKER HUGHES COMPANY
-$4.0K
0
-100%
建仓
TFI
SPDR SER TR
+$4.0K
68
增持
VO
VANGUARD INDEX FDS
+$4.0K
6,437
+0%
增持
VTI
VANGUARD INDEX FDS
+$4.0K
488
+5%
建仓
SCHA
SCHWAB STRATEGIC TR
+$3.0K
25
增持
AMAT
APPLIED MATLS INC
-$3.0K
258
+3%
清仓
AMZA
ETFIS SER TR I
-$3.0K
0
-100%
清仓
—
SOUTHWESTERN ENERGY CO
-$3.0K
0
-100%
清仓
RRC
RANGE RES CORP
-$3.0K
0
-100%
增持
IEMG
ISHARES INC
+$3.0K
145
+56%
清仓
FANG
DIAMONDBACK ENERGY INC
-$2.0K
0
-100%
清仓
PUMP
PROPETRO HLDG CORP
-$2.0K
0
-100%
建仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$2.0K
94
建仓
FTNT
FORTINET INC
+$2.0K
8
增持
—
AMERICA MOVIL SAB DE CV
+$2.0K
698
+1%
清仓
—
COVETRUS INC
-$2.0K
0
-100%
增持
CSCO
CISCO SYS INC
+$2.0K
936
+1%
建仓
—
CELLEBRITE DI LTD
+$1.0K
333
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$1.0K
4
建仓
IP
INTERNATIONAL PAPER CO
+$1.0K
11
建仓
—
ROVER GROUP INC
+$1.0K
200
建仓
DVN
DEVON ENERGY CORP NEW
+$1.0K
21
建仓
HYD
VANECK ETF TRUST
+$1.0K
20
建仓
MANH
MANHATTAN ASSOCIATES INC
+$1.0K
4
建仓
CPNG
COUPANG INC
+$1.0K
22
建仓
PEP
PEPSICO INC
+$1.0K
8
增持
KMI
KINDER MORGAN INC DEL
-$1.0K
915
+2%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.0K
6
建仓
MCO
MOODYS CORP
+$1.0K
2
增持
C
CITIGROUP INC
+$1.0K
942
+2%
建仓
MOH
MOLINA HEALTHCARE INC
+$1.0K
2
增持
SBUX
STARBUCKS CORP
-$1.0K
266
+0%
清仓
—
NEBULA CARAVEL ACQUISITION C
-$1.0K
0
-100%
清仓
—
TWC TECH HLDGS II CORP
-$1.0K
0
-100%
建仓
INTU
INTUIT
+$1.0K
1
减持
GME
GAMESTOP CORP NEW
-$1.0K
1
-80%
建仓
DIS
DISNEY WALT CO
+$1.0K
6
建仓
TMUS
T-MOBILE US INC
+$1.0K
6
清仓
SD
SANDRIDGE ENERGY INC
-$1.0K
0
-100%
清仓
GTX
GARRETT MOTION INC
+$0
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$0
1,085
+0%
建仓
SNAP
SNAP INC
+$0
3
建仓
BA
BOEING CO
+$0
2
建仓
GM
GENERAL MTRS CO
+$0
9
建仓
LMT
LOCKHEED MARTIN CORP
+$0
1
建仓
—
UNIVAR SOLUTIONS INC
+$0
19
清仓
—
AQUABOUNTY TECHNOLOGIES INC
+$0
0
-100%
清仓
REZI
RESIDEO TECHNOLOGIES INC
+$0
0
-100%
建仓
URBN
URBAN OUTFITTERS INC
+$0
15
增持
DFAT
DIMENSIONAL ETF TRUST
+$0
448
+0%
清仓
OGN
ORGANON & CO
+$0
0
-100%
建仓
WTFC
WINTRUST FINL CORP
+$0
5
增持
NTSX
WISDOMTREE TR
+$0
101
+1%
建仓
SYY
SYSCO CORP
+$0
5