小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 115 项
建仓 42
增持 45
减持 19
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$28.9M
927,673
+0%
增持
AAPL
APPLE INC
+$4.6M
25,881
+252%
增持
VTV
VANGUARD INDEX FDS
+$3.5M
31,247
+130%
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
DFUS
DIMENSIONAL ETF TRUST
+$3.1M
274,221
+25%
清仓
IBMR
ISHARES TR
-$3.0M
0
-100%
建仓
IBTJ
ISHARES TR
+$3.0M
119,718
清仓
COP
CONOCOPHILLIPS
-$2.8M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
16,465
+1432%
增持
AVLC
AMERICAN CENTY ETF TR
+$2.6M
497,372
+9%
增持
DFIC
DIMENSIONAL ETF TRUST
+$2.2M
549,924
+10%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.8M
1,377,960
+5%
增持
GOOGL
ALPHABET INC
+$1.8M
8,712
+274%
增持
MSFT
MICROSOFT CORP
+$1.6M
6,595
+263%
清仓
IBDR
ISHARES TR
-$1.4M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.4M
8,846
+385%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$1.2M
204,728
+18%
清仓
IBDT
ISHARES TR
-$1.0M
0
-100%
建仓
AVGO
BROADCOM INC
+$962.6K
3,110
增持
DCOR
DIMENSIONAL ETF TRUST
+$888.9K
253,556
+7%
清仓
IBDS
ISHARES TR
-$849.8K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$768.2K
61,994
-14%
减持
VOO
VANGUARD INDEX FDS
-$737.5K
18,059
-2%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$723.5K
51,381
+83%
建仓
GOOG
ALPHABET INC
+$675.0K
2,353
增持
SCHH
SCHWAB STRATEGIC TR
+$559.0K
231,864
+9%
增持
NFLX
NETFLIX INC.
+$547.0K
9,453
+145%
增持
AVSC
AMERICAN CENTY ETF TR
+$506.2K
56,211
+10%
清仓
QQQ
INVESCO QQQ TR
-$488.7K
0
-100%
增持
VTI
VANGUARD INDEX FDS
-$478.1K
35,789
+0%
建仓
L
LOEWS CORP
+$457.9K
4,290
建仓
AMD
ADVANCED MICRO DEVICES INC
+$425.0K
2,089
增持
TSLA
TESLA INC
+$405.6K
2,065
+157%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$396.0K
46,947
-25%
增持
AVEM
AMERICAN CENTY ETF TR
+$387.8K
96,512
+1%
建仓
FNV
FRANCO NEV CORP
+$387.4K
1,568
建仓
V
VISA INC
+$387.2K
1,281
建仓
KLAC
KLA CORP
+$371.0K
252
建仓
JNJ
JOHNSON & JOHNSON
+$370.1K
1,514
增持
AVDV
AMERICAN CENTY ETF TR
+$366.8K
50,862
+1%
建仓
CSCO
CISCO SYS INC
+$363.8K
4,689
建仓
TRV
TRAVELERS COMPANIES INC
+$353.8K
1,213
建仓
LLY
ELI LILLY & CO
+$347.7K
378
建仓
MRK
MERCK & CO INC
+$346.8K
2,883
建仓
GEV
GE VERNOVA INC
+$324.7K
372
增持
BAC
BANK AMERICA CORP
+$313.0K
12,350
+135%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$309.8K
13,100
建仓
HON
HONEYWELL INTL INC
+$309.7K
1,370
建仓
ALL
ALLSTATE CORP
+$301.7K
1,455
建仓
POWL
POWELL INDS INC
+$300.3K
555
建仓
C
CITIGROUP INC
+$297.9K
2,627
建仓
DFMC
DFA INVT DIMENSIONS GROUP IN
+$295.0K
5,800
减持
SCHB
SCHWAB STRATEGIC TR
-$290.2K
132,205
-4%
建仓
JPM
JPMORGAN CHASE & CO
+$282.1K
959
建仓
BKNG
BOOKING HOLDINGS INC
+$282.1K
67
建仓
ABT
ABBOTT LABORATORIES
+$278.8K
2,715
建仓
—
ACCENTURE PLC IRELAND
+$273.4K
1,379
增持
T
AT&T INC
+$271.0K
21,243
+53%
增持
VUSB
VANGUARD BD INDEX FDS
+$267.6K
18,748
+40%
清仓
HOOD
ROBINHOOD MKTS INC
-$266.8K
0
-100%
增持
AVEE
AMERICAN CENTY ETF TR
+$263.2K
17,397
+29%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$261.8K
1,816
+35%
建仓
CVX
CHEVRON CORPORATION
+$257.6K
1,245
建仓
WMT
WALMART INC
+$253.1K
2,037
建仓
INTU
INTUIT
+$248.6K
575
建仓
GE
GE AEROSPACE
+$243.4K
858
建仓
ABBV
ABBVIE INC
+$242.5K
1,115
建仓
HD
HOME DEPOT INC
+$236.8K
720
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$235.9K
480
建仓
MU
MICRON TECHNOLOGY INC
+$231.4K
685
减持
DFGR
DIMENSIONAL ETF TRUST
-$230.4K
35,734
-20%
建仓
AXP
AMERICAN EXPRESS CO
+$224.1K
741
增持
VCRM
VANGUARD MUN BD FDS
+$221.7K
7,526
+65%
增持
VUG
VANGUARD INDEX FDS
-$218.3K
4,300
+0%
建仓
AMAT
APPLIED MATLS INC
+$216.0K
632
建仓
PSX
PHILLIPS 66
+$215.3K
1,182
清仓
REET
ISHARES TR
-$210.4K
0
-100%
减持
DFAU
DIMENSIONAL ETF TRUST
-$209.3K
122,383
-0%
建仓
AEM
AGNICO EAGLE MINES LTD
+$207.6K
1,023
清仓
PB
PROSPERITY BANCSHARES INC
-$207.3K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$203.4K
2,828
建仓
GILD
GILEAD SCIENCES INC
+$202.1K
1,450
建仓
MRVL
MARVELL TECHNOLOGY INC
+$201.7K
2,036
增持
DFAI
DIMENSIONAL ETF TRUST
+$191.9K
54,217
+8%
增持
KO
COCA COLA CO
+$185.2K
15,067
+10%
增持
META
META PLATFORMS INC
+$175.4K
5,053
+23%
减持
AVUS
AMERICAN CENTY ETF TR
-$170.6K
48,760
-3%
减持
—
EXXON MOBIL CORP
+$162.8K
30,543
-27%
增持
AVLV
AMERICAN CENTY ETF TR
+$149.1K
30,796
+0%
减持
AVUV
AMERICAN CENTY ETF TR
+$134.4K
18,671
-1%
减持
EEMS
ISHARES INC
-$121.4K
29,913
-8%
减持
AVDE
AMERICAN CENTY ETF TR
+$121.3K
49,430
-0%
增持
TTD
THE TRADE DESK INC
-$121.2K
9,714
+8%
减持
AVIV
AMERICAN CENTY ETF TR
+$90.2K
26,290
-0%
减持
IEFA
ISHARES TR
-$85.2K
3,942
-20%
增持
VYM
VANGUARD WHITEHALL FDS
+$76.2K
10,600
+2%
增持
VXUS
VANGUARD STAR FDS
+$76.1K
44,326
+0%
增持
CRM
SALESFORCE INC
+$76.0K
2,597
+68%
增持
DUSB
DIMENSIONAL ETF TRUST
+$75.8K
9,106
+19%
减持
FLD
FOLD HLDGS INC
-$71.5K
53,604
-2%
建仓
UROY
URANIUM RTY CORP
+$65.1K
17,835
减持
IVV
ISHARES TR
-$64.2K
964
-5%
增持
DFAX
DIMENSIONAL ETF TRUST
+$60.4K
48,598
+0%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$56.4K
35,452
+0%
增持
KKR
KKR & CO INC
-$51.1K
2,652
+14%
增持
DFAE
DIMENSIONAL ETF TRUST
+$47.7K
36,790
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$44.8K
859
+6%
建仓
VYGR
VOYAGER THERAPEUTICS INC
+$39.5K
10,235
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$33.2K
6,047
-10%
建仓
—
CLARIVATE PLC
+$31.0K
12,269
增持
VBR
VANGUARD INDEX FDS
+$28.3K
4,657
+0%
减持
WULF
TERAWULF INC
+$19.8K
21,676
-15%
减持
DFAT
DIMENSIONAL ETF TRUST
+$11.6K
5,407
-1%
减持
AVES
AMERICAN CENTY ETF TR
+$7.5K
23,650
-2%
增持
BIL
SPDR SERIES TRUST
+$2.6K
3,356
+1%
增持
BNDX
VANGUARD CHARLOTTE FDS
-$283
4,731
+0%
