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Cypress Wealth Services, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Cypress Wealth Services, LLC

报告期 2026-03-31 · CIK 0001721527

持仓数

397

前50大市值合计

$460.0M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$41.8M

164,551

9.1%

IVV ISHARES TR

CORE S&P500 ETF

$30.0M

45,887

6.5%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$27.4M

357,735

6.0%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$23.8M

409,616

5.2%

IVE ISHARES TR

S&P 500 VAL ETF

$17.0M

80,372

3.7%

IVW ISHARES TR

S&P 500 GRWT ETF

$16.3M

144,091

3.5%

QUAL ISHARES TR

MSCI USA QLT FCT

$15.1M

78,789

3.3%

EFV ISHARES TR

EAFE VALUE ETF

$14.8M

199,039

3.2%

SCHZ SCHWAB STRATEGIC TR

US AGGREGATE B

$13.7M

589,043

3.0%

CORO BLACKROCK ETF TRUST

ISHARES INTL CTR

$12.2M

380,900

2.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$11.0M

16,961

2.4%

MSFT MICROSOFT CORP

COM

$9.5M

25,692

2.1%

MGK VANGUARD WORLD FD

MEGA GRWTH IND

$8.8M

24,079

1.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$8.8M

14,784

1.9%

THRO BLACKROCK ETF TRUST

ISHARES US THEMA

$8.8M

243,871

1.9%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$8.8M

267,145

1.9%

NVDA NVIDIA CORPORATION

COM

$8.5M

48,952

1.9%

GOOGL ALPHABET INC

CAP STK CL A

$8.4M

29,055

1.8%

ESGU ISHARES TR

ESG AWR MSCI USA

$8.0M

56,353

1.7%

IEMG ISHARES INC

CORE MSCI EMKT

$7.7M

110,616

1.7%

IUSB ISHARES TR

CORE UNIVRSL USD

$7.7M

166,786

1.7%

AMZN AMAZON COM INC

COM

$7.3M

35,151

1.6%

OEF ISHARES TR

S&P 100 ETF

$6.8M

21,509

1.5%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$6.7M

45,221

1.5%

VO VANGUARD INDEX FDS

MID CAP ETF

$6.5M

22,607

1.4%

EFG ISHARES TR

EAFE GRWTH ETF

$6.5M

58,082

1.4%

BLCR BLACKROCK ETF TRUST

ISHARES LARGE CA

$6.5M

157,224

1.4%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$6.4M

100,517

1.4%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$6.4M

136,927

1.4%

GOOG ALPHABET INC

CAP STK CL C

$6.3M

21,829

1.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$5.9M

10,300

1.3%

TSLA TESLA INC

COM

$5.8M

15,613

1.3%

COST COSTCO WHOLESALE CORPORATION

COM

$5.7M

5,770

1.2%

VB VANGUARD INDEX FDS

SMALL CP ETF

$5.7M

21,797

1.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$5.4M

11,308

1.2%

JPM JPMORGAN CHASE & CO

COM

$5.4M

18,374

1.2%

MBB ISHARES TR

MBS ETF

$5.4M

56,843

1.2%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$5.2M

46,418

1.1%

GOVT ISHARES TR

US TREAS BD ETF

$5.2M

227,028

1.1%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$4.8M

22,428

1.0%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$4.6M

55,291

1.0%

PFF ISHARES TR

PFD AND INCM SEC

$4.3M

141,280

0.9%

SHLD GLOBAL X FDS

DEFENSE TECH ETF

$4.2M

58,703

0.9%

AVGO BROADCOM INC

COM

$4.0M

12,795

0.9%

MTUM ISHARES TR

MSCI USA MMENTM

$3.7M

15,294

0.8%

HYG ISHARES TR

IBOXX HI YD ETF

$3.5M

44,503

0.8%

IVLU ISHARES TR

MSCI INTL VLU FT

$3.5M

89,090

0.8%

CVX CHEVRON CORPORATION

COM

$3.4M

16,415

0.7%

IYW ISHARES TR

U.S. TECH ETF

$3.3M

18,460

0.7%

— EXXON MOBIL CORP

COM

$3.3M

19,516

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

AAPL9.1%IVV6.5%SPYM6.0%DYNF5.2%IVE3.7%IVW3.5%