Cypress Point Wealth Management, LLC 13F 持仓 · 2026年Q2
Cypress Point Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 142 只证券，申报市值合计 4.92 亿美元。前几大持仓：PLTR（21.98%）、DFAC（12.84%）、AVLC（8.84%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | $108.1M | 21.98% | 926,151 | 减持 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $63.1M | 12.84% | 1.4M | 增持 |
| 3 | AVLC | AMERICAN CENTY ETF TR | $43.4M | 8.84% | 482,866 | 减持 |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $23.9M | 4.87% | 292,275 | 增持 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $21.1M | 4.29% | 566,203 | 增持 |
| 6 | DCOR | DIMENSIONAL ETF TRUST | $20.5M | 4.17% | 249,842 | 减持 |
| 7 | VTI | VANGUARD INDEX FDS | $11.6M | 2.36% | 31,303 | 减持 |
| 8 | VOO | VANGUARD INDEX FDS | $11.3M | 2.31% | 16,516 | 减持 |
| 9 | VTV | VANGUARD INDEX FDS | $11.1M | 2.26% | 50,921 | 增持 |
| 10 | VNQI | VANGUARD INTL EQUITY INDEX F | $9.7M | 1.97% | 216,172 | 增持 |
| 11 | AVEM | AMERICAN CENTY ETF TR | $9.1M | 1.84% | 93,841 | 减持 |
| 12 | AAPL | APPLE INC | $7.7M | 1.57% | 26,698 | 增持 |
| 13 | DFAU | DIMENSIONAL ETF TRUST | $6.3M | 1.28% | 121,818 | 减持 |
| 14 | AVUS | AMERICAN CENTY ETF TR | $6.2M | 1.25% | 48,096 | 减持 |
| 15 | SCHH | SCHWAB STRATEGIC TR | $5.7M | 1.16% | 240,432 | 增持 |
| 16 | AVDV | AMERICAN CENTY ETF TR | $5.1M | 1.05% | 49,915 | 减持 |
| 17 | AVDE | AMERICAN CENTY ETF TR | $4.2M | 0.86% | 47,323 | 减持 |
| 18 | AVSC | AMERICAN CENTY ETF TR | $4.2M | 0.85% | 57,065 | 增持 |
| 19 | NVDA | NVIDIA CORPORATION | $4.0M | 0.82% | 20,136 | 增持 |
| 20 | KLAC | KLA CORP | $3.9M | 0.80% | 12,974 | 增持 |
| 21 | VXUS | VANGUARD STAR FDS | $3.8M | 0.78% | 44,625 | 增持 |
| 22 | VCRB | VANGUARD MALVERN FDS | $3.7M | 0.75% | 47,752 | 新建仓 |
| 23 | SCHB | SCHWAB STRATEGIC TR | $3.4M | 0.70% | 118,389 | 减持 |
| 24 | GOOGL | ALPHABET INC | $3.2M | 0.64% | 8,848 | 增持 |
| 25 | IBMQ | ISHARES TR | $3.1M | 0.62% | 119,536 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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