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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
$460.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 8
增持 26
减持 74
清仓 42
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$3.0M
131,809
-15%
减持
IVV
ISHARES TR
-$2.3M
52,564
-9%
清仓
—
TRANE TECHNOLOGIES PLC
-$2.1M
0
-100%
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
EFV
ISHARES TR
+$2.0M
88,959
+85%
增持
IUSB
ISHARES TR
+$1.7M
99,966
+48%
减持
LQD
ISHARES TR
-$1.4M
24,493
-30%
增持
EFG
ISHARES TR
+$1.4M
75,011
+22%
减持
USMV
ISHARES TR
-$1.3M
30,026
-37%
清仓
TGT
TARGET CORP
-$1.2M
0
-100%
增持
TIP
ISHARES TR
+$1.1M
11,699
+270%
清仓
SBUX
STARBUCKS CORP
-$1.0M
0
-100%
减持
AMZN
AMAZON COM INC
-$939.0K
903
-20%
减持
UPS
UNITED PARCEL SERVICE INC
-$889.0K
29,399
-2%
减持
QQQ
INVESCO QQQ TR
-$854.0K
6,479
-28%
减持
MSFT
MICROSOFT CORP
-$822.0K
11,264
-25%
减持
TSLA
TESLA INC
-$789.0K
3,351
-33%
减持
JNJ
JOHNSON & JOHNSON
-$783.0K
8,419
-35%
清仓
ABBV
ABBVIE INC
-$752.0K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$651.0K
2,169
-75%
增持
ESGU
ISHARES TR
+$648.0K
186,308
+4%
减持
ABT
ABBOTT LABS
-$629.0K
2,738
-67%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$624.0K
9,690
-18%
减持
AMGN
AMGEN INC
-$591.0K
3,771
-34%
清仓
QCOM
QUALCOMM INC
-$535.0K
0
-100%
增持
COMT
ISHARES U S ETF TR
+$498.0K
31,911
+70%
建仓
QJUN
FIRST TR EXCHNG TRADED FD VI
+$495.0K
24,290
建仓
DJUL
FIRST TR EXCHNG TRADED FD VI
+$495.0K
15,163
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$492.0K
14,214
清仓
—
ALLEGION PLC
-$491.0K
0
-100%
建仓
YJUN
FIRST TR EXCHNG TRADED FD VI
+$490.0K
24,589
清仓
COIN
COINBASE GLOBAL INC
-$475.0K
0
-100%
清仓
IR
INGERSOLL RAND INC
-$473.0K
0
-100%
增持
MUB
ISHARES TR
+$460.0K
36,760
+13%
增持
SPY
SPDR S&P 500 ETF TR
+$451.0K
15,083
+7%
清仓
—
MEDTRONIC PLC
-$451.0K
0
-100%
增持
IXG
ISHARES TR
+$440.0K
16,534
+50%
减持
MTUM
ISHARES TR
-$439.0K
7,970
-25%
增持
FALN
ISHARES TR
+$417.0K
43,764
+45%
减持
VZ
VERIZON COMMUNICATIONS INC
-$413.0K
19,061
-26%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$407.0K
39,150
-10%
清仓
VFC
V F CORP
-$406.0K
0
-100%
清仓
DJAN
FIRST TR EXCHNG TRADED FD VI
-$392.0K
0
-100%
减持
MO
ALTRIA GROUP INC
-$379.0K
9,952
-43%
减持
MMM
3M CO
-$371.0K
1,161
-60%
清仓
DOCU
DOCUSIGN INC
-$367.0K
0
-100%
增持
IHI
ISHARES TR
-$367.0K
36,412
+396%
清仓
PH
PARKER-HANNIFIN CORP
-$353.0K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$331.0K
0
-100%
减持
HD
HOME DEPOT INC
-$325.0K
4,901
-19%
减持
SHYG
ISHARES TR
-$312.0K
21,082
-24%
清仓
IVW
ISHARES TR
-$306.0K
0
-100%
清仓
—
ISHARES TR
-$300.0K
0
-100%
清仓
FLO
FLOWERS FOODS INC
-$298.0K
0
-100%
减持
IJR
ISHARES TR
-$297.0K
32,433
-5%
清仓
USIG
ISHARES TR
-$294.0K
0
-100%
减持
SQ
SQUARE INC
-$292.0K
2,224
-34%
减持
INTC
INTEL CORP
-$283.0K
4,334
-53%
减持
BABA
ALIBABA GROUP HLDG LTD
-$277.0K
2,788
-5%
清仓
SLQD
ISHARES TR
-$275.0K
0
-100%
清仓
SPBO
SPDR SER TR
-$273.0K
0
-100%
清仓
CMI
CUMMINS INC
-$268.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$260.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$259.0K
2,286
+149%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$255.0K
0
-100%
建仓
IEF
ISHARES TR
+$255.0K
2,213
清仓
GD
GENERAL DYNAMICS CORP
-$254.0K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$253.0K
3,814
-50%
清仓
KBWB
INVESCO EXCH TRADED FD TR II
-$253.0K
0
-100%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$252.0K
0
-100%
清仓
CLX
CLOROX CO DEL
-$250.0K
0
-100%
减持
IGSB
ISHARES TR
-$247.0K
78,284
-5%
清仓
GIS
GENERAL MLS INC
-$247.0K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$247.0K
0
-100%
建仓
SMRT
SMARTRENT INC
+$245.0K
18,832
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$243.0K
12,046
-19%
增持
ESGE
ISHARES INC
-$243.0K
138,669
+5%
减持
T
AT&T INC
-$241.0K
13,146
-37%
减持
VTV
VANGUARD INDEX FDS
-$241.0K
8,739
-16%
清仓
MARA
MARATHON DIGITAL HOLDINGS IN
-$237.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$237.0K
2,944
-28%
清仓
ROKU
ROKU INC
-$234.0K
0
-100%
清仓
—
FIFTH WALL ACQUISITION CORP
-$232.0K
0
-100%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$225.0K
0
-100%
减持
VV
VANGUARD INDEX FDS
-$224.0K
12,331
-8%
清仓
TTD
THE TRADE DESK INC
-$223.0K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP
-$223.0K
1,516
-52%
清仓
FE
FIRSTENERGY CORP
-$221.0K
0
-100%
清仓
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$218.0K
0
-100%
减持
CORP
PIMCO ETF TR
-$217.0K
2,702
-41%
建仓
EIX
EDISON INTL
+$215.0K
3,873
清仓
—
UNILEVER PLC
-$214.0K
0
-100%
清仓
RPG
INVESCO EXCHANGE TRADED FD T
-$213.0K
0
-100%
减持
—
ISHARES TR
-$212.0K
12,609
-40%
建仓
AGG
ISHARES TR
+$210.0K
1,828
增持
IXN
ISHARES TR
+$210.0K
75,972
+526%
减持
MTCH
MATCH GROUP INC NEW
-$208.0K
46,818
-0%
减持
NEAR
ISHARES U S ETF TR
-$208.0K
14,623
-22%
清仓
DBEU
DBX ETF TR
-$204.0K
0
-100%
清仓
HPQ
HP INC
-$204.0K
0
-100%
清仓
FNX
FIRST TR MID CAP CORE ALPHAD
-$202.0K
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$201.0K
0
-100%
减持
WMT
WALMART INC
-$196.0K
3,244
-29%
增持
VLUE
ISHARES TR
-$194.0K
50,107
+0%
减持
—
EXXON MOBIL CORP
-$190.0K
10,623
-18%
减持
CMCSA
COMCAST CORP NEW
-$184.0K
8,172
-27%
减持
CVX
CHEVRON CORP NEW
-$179.0K
8,365
-15%
减持
—
ISHARES TR
-$176.0K
13,757
-32%
减持
IBDS
ISHARES TR
-$175.0K
14,111
-31%
减持
—
ISHARES TR
-$175.0K
15,402
-30%
减持
ARKK
ARK ETF TR
-$173.0K
4,704
-11%
减持
SHOP
SHOPIFY INC
-$162.0K
1,327
-1%
减持
—
BLACKROCK INC
-$162.0K
535
-23%
增持
PFF
ISHARES TR
+$151.0K
182,936
+4%
减持
PG
PROCTER AND GAMBLE CO
-$150.0K
3,909
-24%
减持
COST
COSTCO WHSL CORP NEW
-$147.0K
4,060
-19%
减持
KO
COCA COLA CO
-$144.0K
7,687
-24%
减持
V
VISA INC
-$143.0K
2,895
-14%
减持
META
FACEBOOK INC
-$142.0K
4,841
-6%
减持
GOVT
ISHARES TR
-$136.0K
251,915
-2%
减持
COP
CONOCOPHILLIPS
-$129.0K
4,233
-38%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$128.0K
1,781
-27%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$127.0K
107,096
+5%
减持
PEP
PEPSICO INC
-$123.0K
2,454
-26%
减持
DIS
DISNEY WALT CO
-$119.0K
10,952
-2%
减持
LOW
LOWES COS INC
-$114.0K
5,799
-13%
增持
VB
VANGUARD INDEX FDS
-$113.0K
24,774
+1%
减持
F
FORD MTR CO DEL
-$113.0K
57,701
-8%
增持
SCHD
SCHWAB STRATEGIC TR
+$110.0K
25,493
+8%
增持
IYE
ISHARES TR
+$102.0K
37,924
+14%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$96.0K
7,337
-8%
减持
MA
MASTERCARD INCORPORATED
-$96.0K
1,665
-10%
减持
GOOG
ALPHABET INC
+$96.0K
792
-1%
减持
GOOGL
ALPHABET INC
+$95.0K
887
-5%
减持
D
DOMINION ENERGY INC
-$93.0K
3,877
-24%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$90.0K
2,980
-22%
减持
PYPL
PAYPAL HLDGS INC
-$89.0K
2,674
-1%
减持
IEFA
ISHARES TR
-$87.0K
17,048
-6%
增持
PSLV
SPROTT PHYSICAL SILVER TR
-$87.0K
55,930
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$86.0K
19,619
-8%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$85.0K
26,664
+18%
减持
PFE
PFIZER INC
-$85.0K
22,515
-16%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$85.0K
26,555
+17%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$84.0K
26,206
+18%
减持
LLY
LILLY ELI & CO
-$84.0K
1,571
-19%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$84.0K
26,198
+18%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$83.0K
25,782
+18%
减持
ENB
ENBRIDGE INC
-$81.0K
13,667
-12%
减持
BKNG
BOOKING HOLDINGS INC
-$80.0K
127
-27%
减持
VOO
VANGUARD INDEX FDS
-$79.0K
13,056
-2%
减持
BAC
BK OF AMERICA CORP
-$78.0K
13,577
-14%
