Cypress Financial Planning LLC 13F 持仓 · 2026年Q3
Cypress Financial Planning 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 101 只证券，申报市值合计 3.73 亿美元。前几大持仓：IVV（11.36%）、VCSH（9.26%）、VEA（9.19%）。本季前 25 大持仓中：新建仓 1 只、增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $42.4M | 11.36% | 55,415 | 增持 |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $34.6M | 9.26% | 447,489 | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $34.3M | 9.19% | 486,271 | 减持 |
| 4 | VXF | VANGUARD INDEX FDS | $28.2M | 7.56% | 121,883 | 增持 |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $25.0M | 6.70% | 441,394 | 减持 |
| 6 | JMBS | JANUS DETROIT STR TR | $20.9M | 5.59% | 493,861 | 增持 |
| 7 | DGRO | ISHARES TR | $18.4M | 4.92% | 243,711 | 减持 |
| 8 | VNQ | VANGUARD INDEX FDS | $18.3M | 4.91% | 204,464 | 增持 |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | $16.1M | 4.31% | 205,708 | 减持 |
| 10 | IEFA | ISHARES TR | $13.0M | 3.49% | 134,444 | 增持 |
| 11 | RSP | INVESCO EXCHANGE TRADED FD T | $12.8M | 3.44% | 61,719 | 新建仓 |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $11.6M | 3.10% | 195,168 | 增持 |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $8.4M | 2.24% | 35,802 | 减持 |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $8.1M | 2.18% | 10,652 | 减持 |
| 15 | MS | MORGAN STANLEY | $7.1M | 1.90% | 37,654 | 减持 |
| 16 | IEMG | ISHARES INC | $5.4M | 1.44% | 66,073 | 增持 |
| 17 | COF | CAPITAL ONE FINL CORP | $4.4M | 1.17% | 22,722 | 增持 |
| 18 | SCHG | SCHWAB STRATEGIC TR | $3.6M | 0.97% | 101,248 | 减持 |
| 19 | SCHV | SCHWAB STRATEGIC TR | $3.5M | 0.94% | 105,203 | 减持 |
| 20 | AAPL | APPLE INC | $3.2M | 0.87% | 9,705 | 减持 |
| 21 | QQQ | INVESCO QQQ TR | $2.4M | 0.63% | 3,200 | 减持 |
| 22 | VTI | VANGUARD INDEX FDS | $2.2M | 0.59% | 5,929 | 增持 |
| 23 | IJR | ISHARES TR | $2.2M | 0.58% | 15,936 | 减持 |
| 24 | VUG | VANGUARD INDEX FDS | $2.1M | 0.55% | 22,752 | 减持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.44% | 3,327 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR