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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 2
增持 6
减持 11
清仓 131
方向
标的
Δ市值
现股数(环比)
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$18.8M
2,360,339
-8%
减持
AFRM
AFFIRM HLDGS INC
-$5.6M
91,318
-26%
减持
ABNB
AIRBNB INC
-$5.2M
21,834
-59%
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
—
BROOKLYN IMMUNOTHERAPEUTICS
+$3.5M
1,887,509
+300%
减持
U
UNITY SOFTWARE INC
-$3.4M
53,123
-39%
建仓
HOOD
ROBINHOOD MKTS INC
+$2.4M
133,143
减持
—
CONTEXTLOGIC INC
-$1.4M
213,084
-43%
建仓
BLND
BLEND LABS INC
+$1.0M
139,697
减持
MTDR
MATADOR RES CO
-$825.0K
52,301
-28%
增持
SCHH
SCHWAB STRATEGIC TR
+$659.0K
78,856
+3%
增持
DFAC
DIMENSIONAL ETF TRUST
+$268.0K
67,179
+6%
清仓
—
RENEWABLE ENERGY GROUP INC
-$228.0K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$225.0K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$196.0K
0
-100%
减持
—
AMERICAN CAMPUS CMNTYS INC
+$192.0K
22,472
-1%
清仓
VIR
VIR BIOTECHNOLOGY INC
-$185.0K
0
-100%
增持
AAPL
APPLE INC
+$177.0K
4,887
+0%
清仓
MSFT
MICROSOFT CORP
-$156.0K
0
-100%
清仓
AMGN
AMGEN INC
-$153.0K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$152.0K
0
-100%
清仓
BX
BLACKSTONE INC
-$150.0K
0
-100%
清仓
ETSY
ETSY INC
-$146.0K
0
-100%
清仓
KKR
KKR & CO INC
-$142.0K
0
-100%
增持
UPST
UPSTART HLDGS INC
-$131.0K
3,942
+72%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$124.0K
47,437
-3%
清仓
—
EVERI HLDGS INC
-$122.0K
0
-100%
清仓
SCHE
SCHWAB STRATEGIC TR
-$110.0K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$108.0K
0
-100%
清仓
—
SPIRIT OF TEX BANCSHARES INC
-$101.0K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$97.0K
0
-100%
清仓
SBH
SALLY BEAUTY HLDGS INC
-$92.0K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$89.0K
0
-100%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$85.0K
0
-100%
增持
KO
COCA COLA CO
+$84.0K
12,037
+0%
清仓
IVV
ISHARES TR
-$83.0K
0
-100%
清仓
—
AEVA TECHNOLOGIES INC
-$83.0K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$80.0K
0
-100%
清仓
FLL
FULL HSE RESORTS INC
-$80.0K
0
-100%
清仓
LLY
LILLY ELI & CO
-$79.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$78.0K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$77.0K
0
-100%
清仓
PENN
PENN NATL GAMING INC
-$69.0K
0
-100%
清仓
C
CITIGROUP INC
-$66.0K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$57.0K
0
-100%
清仓
IVW
ISHARES TR
-$56.0K
0
-100%
清仓
VOE
VANGUARD INDEX FDS
-$56.0K
0
-100%
清仓
PSX
PHILLIPS 66
-$51.0K
0
-100%
清仓
CSCO
CISCO SYS INC
-$51.0K
0
-100%
清仓
PWR
QUANTA SVCS INC
-$48.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$43.0K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$42.0K
0
-100%
清仓
LNWO
SCIENTIFIC GAMES CORP
-$42.0K
0
-100%
清仓
BAC
BK OF AMERICA CORP
-$42.0K
0
-100%
清仓
CLF
CLEVELAND-CLIFFS INC NEW
-$39.0K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$38.0K
0
-100%
清仓
IVE
ISHARES TR
-$38.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$33.0K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$33.0K
0
-100%
清仓
WING
WINGSTOP INC
-$33.0K
0
-100%
清仓
GOOGL
ALPHABET INC
-$32.0K
0
-100%
清仓
QCOM
QUALCOMM INC
-$32.0K
0
-100%
清仓
DKS
DICKS SPORTING GOODS INC
-$30.0K
0
-100%
清仓
IEFA
ISHARES TR
-$30.0K
0
-100%
清仓
CI
CIGNA CORP NEW
-$30.0K
0
-100%
清仓
SBUX
STARBUCKS CORP
-$29.0K
0
-100%
清仓
CNTY
CENTURY CASINOS INC
-$29.0K
0
-100%
清仓
—
TWITTER INC
-$28.0K
0
-100%
清仓
—
JACOBS ENGR GROUP INC
-$27.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$26.0K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$25.0K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$25.0K
0
-100%
清仓
PNC
PNC FINL SVCS GROUP INC
-$25.0K
0
-100%
清仓
AGG
ISHARES TR
-$25.0K
0
-100%
清仓
LOW
LOWES COS INC
-$25.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$24.0K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$24.0K
0
-100%
减持
VO
VANGUARD INDEX FDS
+$22.0K
6,068
-6%
清仓
DOW
DOW INC
-$21.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$21.0K
0
-100%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$20.0K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
-$20.0K
3,443
-13%
清仓
IWD
ISHARES TR
-$20.0K
0
-100%
清仓
ACM
AECOM
-$19.0K
0
-100%
清仓
—
ZYNGA INC
-$19.0K
0
-100%
清仓
IWF
ISHARES TR
-$19.0K
0
-100%
清仓
HYG
ISHARES TR
-$19.0K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$19.0K
0
-100%
清仓
MMM
3M CO
-$18.0K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$18.0K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$18.0K
0
-100%
清仓
—
EXXON MOBIL CORP
-$16.0K
0
-100%
清仓
CTVA
CORTEVA INC
-$15.0K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$15.0K
0
-100%
清仓
DHI
D R HORTON INC
-$15.0K
0
-100%
清仓
—
ROVER GROUP INC
-$14.0K
0
-100%
减持
VUSB
VANGUARD BD INDEX FDS
-$14.0K
47,238
-0%
清仓
VTEB
VANGUARD MUN BD FDS
-$13.0K
0
-100%
清仓
—
MUDRICK CAPITAL ACQU CORP II
-$13.0K
0
-100%
清仓
—
AMERICA MOVIL SAB DE CV
-$12.0K
0
-100%
清仓
ORCL
ORACLE CORP
-$11.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$11.0K
0
-100%
清仓
IJH
ISHARES TR
-$11.0K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED INTL FD
-$10.0K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$10.0K
0
-100%
清仓
ITOT
ISHARES TR
-$9.0K
0
-100%
清仓
PFE
PFIZER INC
-$9.0K
0
-100%
清仓
IEMG
ISHARES INC
-$9.0K
0
-100%
清仓
WMT
WALMART INC
-$9.0K
0
-100%
清仓
—
CELLEBRITE DI LTD
-$9.0K
0
-100%
清仓
IJR
ISHARES TR
-$9.0K
0
-100%
清仓
F
FORD MTR CO DEL
-$8.0K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$7.0K
0
-100%
清仓
IWM
ISHARES TR
-$7.0K
0
-100%
清仓
BIT
BLACKROCK MULTI SECTOR INC T
-$5.0K
0
-100%
清仓
TIP
ISHARES TR
-$5.0K
0
-100%
清仓
CC
CHEMOURS CO
-$5.0K
0
-100%
清仓
—
TILRAY INC
-$5.0K
0
-100%
清仓
BLV
VANGUARD BD INDEX FDS
-$5.0K
0
-100%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$5.0K
0
-100%
清仓
NTSX
WISDOMTREE TR
-$4.0K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$4.0K
0
-100%
清仓
TFI
SPDR SER TR
-$4.0K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$3.0K
0
-100%
清仓
LNG
CHENIERE ENERGY INC
-$3.0K
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$3.0K
0
-100%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$3.0K
0
-100%
清仓
EMB
ISHARES TR
-$3.0K
0
-100%
清仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
-$2.0K
0
-100%
清仓
DBX
DROPBOX INC
-$2.0K
0
-100%
清仓
FTNT
FORTINET INC
-$2.0K
0
-100%
清仓
LYFT
LYFT INC
-$2.0K
0
-100%
清仓
—
CELLEBRITE DI LTD
-$1.0K
0
-100%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$1.0K
0
-100%
清仓
IP
INTERNATIONAL PAPER CO
-$1.0K
0
-100%
清仓
MOH
MOLINA HEALTHCARE INC
-$1.0K
0
-100%
清仓
—
ROVER GROUP INC
-$1.0K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$1.0K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$1.0K
0
-100%
清仓
HYD
VANECK ETF TRUST
-$1.0K
0
-100%
清仓
MANH
MANHATTAN ASSOCIATES INC
-$1.0K
0
-100%
清仓
INTU
INTUIT
-$1.0K
0
-100%
清仓
CPNG
COUPANG INC
-$1.0K
0
-100%
清仓
PEP
PEPSICO INC
-$1.0K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$1.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$1.0K
0
-100%
清仓
TMUS
T-MOBILE US INC
-$1.0K
0
-100%
清仓
MCO
MOODYS CORP
-$1.0K
0
-100%
清仓
—
METROMILE INC
-$1.0K
0
-100%
清仓
T
AT&T INC
-$1.0K
0
-100%
清仓
SNAP
SNAP INC
+$0
0
-100%