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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 17
增持 75
减持 44
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$4.5M
128,781
-2%
增持
ESGU
ISHARES TR
+$3.2M
199,318
+7%
建仓
IRT
INDEPENDENCE RLTY TR INC
+$3.2M
122,064
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
IVV
ISHARES TR
+$2.5M
52,611
+0%
减持
IGSB
ISHARES TR
-$1.8M
46,271
-41%
增持
FALN
ISHARES TR
+$1.5M
94,395
+116%
增持
TIP
ISHARES TR
+$1.5M
23,014
+97%
减持
LQD
ISHARES TR
-$1.2M
15,339
-37%
减持
MTCH
MATCH GROUP INC NEW
-$1.2M
46,814
-0%
增持
IUSB
ISHARES TR
+$1.1M
120,763
+21%
增持
TSLA
TESLA INC
+$1.1M
3,468
+3%
增持
MGK
VANGUARD WORLD FD
+$1.1M
39,130
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$966.0K
29,484
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$926.0K
15,579
+3%
建仓
IVLU
ISHARES TR
+$879.0K
34,560
增持
EFV
ISHARES TR
+$867.0K
106,991
+20%
减持
ESGE
ISHARES INC
-$786.0K
124,774
-10%
增持
EFG
ISHARES TR
+$748.0K
79,195
+6%
增持
USMV
ISHARES TR
+$664.0K
35,488
+18%
增持
MSFT
MICROSOFT CORP
+$655.0K
11,388
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$643.0K
83,795
+20%
增持
VO
VANGUARD INDEX FDS
+$625.0K
30,119
+1%
建仓
BALL
BALL CORP
+$624.0K
6,481
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$562.0K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$560.0K
30,348
+19%
增持
IEFA
ISHARES TR
+$496.0K
23,608
+38%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$491.0K
0
-100%
增持
AGG
ISHARES TR
+$490.0K
6,136
+236%
减持
MUB
ISHARES TR
-$484.0K
32,556
-11%
建仓
OEF
ISHARES TR
+$484.0K
2,211
增持
VLUE
ISHARES TR
+$482.0K
50,500
+1%
减持
COST
COSTCO WHSL CORP NEW
+$472.0K
4,046
-0%
减持
VYM
VANGUARD WHITEHALL FDS
+$450.0K
58,347
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$447.0K
17,719
+47%
增持
IJR
ISHARES TR
+$447.0K
34,830
+7%
增持
F
FORD MTR CO DEL
+$406.0K
58,896
+2%
减持
SHYG
ISHARES TR
-$391.0K
12,622
-40%
减持
PYPL
PAYPAL HLDGS INC
-$383.0K
1,661
-38%
增持
VDC
VANGUARD WORLD FDS
+$383.0K
15,604
+2%
减持
IXN
ISHARES TR
+$381.0K
72,772
-4%
增持
PFF
ISHARES TR
+$379.0K
189,678
+4%
增持
IYE
ISHARES TR
+$373.0K
47,993
+27%
建仓
SUSL
ISHARES TR
+$370.0K
4,390
清仓
FFEB
FIRST TR EXCHNG TRADED FD VI
-$363.0K
0
-100%
建仓
CMDY
ISHARES U S ETF TR
+$347.0K
7,020
建仓
TFI
SPDR SER TR
+$347.0K
6,714
清仓
—
FIRST TR SR FLOATING RATE 20
-$339.0K
0
-100%
减持
IHI
ISHARES TR
-$335.0K
29,623
-19%
清仓
—
NUVEEN CORPORATE INCM NOVEME
-$333.0K
0
-100%
清仓
—
ISHARES TR
-$312.0K
0
-100%
增持
IXG
ISHARES TR
+$305.0K
20,006
+21%
建仓
TLH
ISHARES TR
+$299.0K
2,015
建仓
LAND
GLADSTONE LD CORP
+$297.0K
8,795
清仓
ALK
ALASKA AIR GROUP INC
-$294.0K
0
-100%
清仓
FJUN
FIRST TR EXCHNG TRADED FD VI
-$293.0K
0
-100%
减持
HD
HOME DEPOT INC
+$291.0K
4,578
-7%
清仓
COP
CONOCOPHILLIPS
-$287.0K
0
-100%
增持
DVY
ISHARES TR
+$268.0K
19,031
+6%
减持
VOO
VANGUARD INDEX FDS
+$262.0K
12,395
-5%
增持
SDOG
ALPS ETF TR
+$260.0K
15,991
+37%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$259.0K
9,711
+0%
建仓
LDEM
ISHARES TR
+$257.0K
4,460
建仓
HPQ
HP INC
+$257.0K
6,835
清仓
DFEB
FIRST TR EXCHNG TRADED FD VI
-$257.0K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$256.0K
25,102
+1%
减持
NEAR
ISHARES U S ETF TR
-$248.0K
9,706
-34%
减持
PFE
PFIZER INC
+$246.0K
20,560
-9%
减持
QQQ
INVESCO QQQ TR
+$246.0K
6,448
-0%
增持
NVDA
NVIDIA CORPORATION
+$242.0K
2,435
+7%
增持
GOOGL
ALPHABET INC
+$236.0K
900
+1%
增持
QUAL
ISHARES TR
+$230.0K
10,057
+7%
建仓
RBLX
ROBLOX CORP
+$227.0K
2,198
建仓
UNP
UNION PAC CORP
+$224.0K
891
增持
DFAS
DIMENSIONAL ETF TRUST
+$217.0K
43,628
+5%
清仓
ARKG
ARK ETF TR
-$210.0K
0
-100%
建仓
FE
FIRSTENERGY CORP
+$206.0K
4,944
清仓
MMM
3M CO
-$204.0K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$204.0K
1,744
建仓
OMC
OMNICOM GROUP INC
+$203.0K
2,768
增持
IEF
ISHARES TR
+$202.0K
3,973
+80%
减持
SQ
BLOCK INC
-$201.0K
2,055
-8%
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$201.0K
5,189
清仓
KMB
KIMBERLY-CLARK CORP
-$201.0K
0
-100%
清仓
—
BLACKROCK 2022 GBL INCM OPP
-$197.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$193.0K
5,584
-15%
减持
LOW
LOWES COS INC
+$192.0K
5,293
-9%
增持
GOOG
ALPHABET INC
+$187.0K
794
+0%
减持
WFC
WELLS FARGO CO NEW
-$186.0K
41,788
-11%
增持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$185.0K
33,512
+36%
增持
UNH
UNITEDHEALTH GROUP INC
+$178.0K
1,509
+2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$168.0K
34,219
+31%
减持
GOVT
ISHARES TR
-$155.0K
244,684
-3%
增持
AMZN
AMAZON COM INC
+$145.0K
933
+3%
减持
SCHZ
SCHWAB STRATEGIC TR
-$143.0K
55,287
-4%
增持
—
HUT 8 MNG CORP
+$142.0K
35,080
+122%
增持
DIS
DISNEY WALT CO
-$137.0K
11,080
+1%
减持
GBIL
GOLDMAN SACHS ETF TR
-$127.0K
26,090
-5%
减持
BABA
ALIBABA GROUP HLDG LTD
-$122.0K
2,226
-20%
减持
CVX
CHEVRON CORP NEW
+$110.0K
8,175
-2%
增持
PG
PROCTER AND GAMBLE CO
+$108.0K
4,000
+2%
增持
COMT
ISHARES U S ETF TR
-$107.0K
33,572
+5%
增持
—
ACCENTURE PLC IRELAND
+$103.0K
1,081
+0%
减持
TLT
ISHARES TR
-$103.0K
2,491
-24%
减持
VTV
VANGUARD INDEX FDS
+$99.0K
8,714
-0%
增持
MBB
ISHARES TR
+$99.0K
12,933
+8%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$98.0K
107,817
+1%
减持
—
EXXON MOBIL CORP
-$96.0K
8,639
-19%
增持
CSCO
CISCO SYS INC
+$87.0K
9,544
+0%
减持
MCD
MCDONALDS CORP
-$84.0K
2,334
-21%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$83.0K
5,208
-1%
增持
BA
BOEING CO
+$82.0K
1,955
+38%
减持
LGLV
SPDR SER TR
+$77.0K
5,225
-2%
减持
JNJ
JOHNSON & JOHNSON
+$76.0K
8,393
-0%
增持
AMGN
AMGEN INC
+$75.0K
3,899
+3%
增持
IQV
IQVIA HLDGS INC
+$75.0K
1,247
+8%
增持
LLY
LILLY ELI & CO
+$71.0K
1,572
+0%
增持
FTEC
FIDELITY COVINGTON TRUST
+$70.0K
4,131
+0%
减持
IYG
ISHARES TR
-$70.0K
1,208
-25%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$68.0K
805
-2%
减持
SCHB
SCHWAB STRATEGIC TR
+$66.0K
7,177
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$64.0K
18,568
-3%
增持
PEP
PEPSICO INC
+$63.0K
2,486
+1%
增持
ABT
ABBOTT LABS
+$63.0K
2,739
+0%
增持
EIX
EDISON INTL
+$61.0K
4,046
+4%
减持
META
META PLATFORMS INC
-$61.0K
4,702
-3%
增持
SPYM
SPDR SER TR
+$60.0K
5,709
+11%
增持
CVS
CVS HEALTH CORP
+$59.0K
3,044
+1%
减持
KO
COCA COLA CO
-$57.0K
5,844
-24%
增持
ARKK
ARK ETF TR
-$57.0K
4,900
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$57.0K
70,842
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$57.0K
4,358
+3%
增持
SHOP
SHOPIFY INC
+$56.0K
1,347
+2%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$53.0K
13,578
-4%
增持
BX
BLACKSTONE INC
+$51.0K
3,937
+0%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$48.0K
21,099
-8%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$48.0K
20,851
-8%
增持
NKE
NIKE INC
+$40.0K
1,860
+0%
增持
COR
AMERISOURCEBERGEN CORP
+$39.0K
1,915
+6%
增持
WMT
WALMART INC
+$39.0K
3,394
+5%
减持
GSLC
GOLDMAN SACHS ETF TR
-$38.0K
2,586
-22%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$37.0K
2,858
+5%
增持
ENB
ENBRIDGE INC
+$37.0K
14,877
+9%
增持
TJX
TJX COS INC NEW
+$32.0K
3,141
+0%
增持
MDLZ
MONDELEZ INTL INC
+$32.0K
3,825
+0%
增持
HDV
ISHARES TR
+$32.0K
4,660
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$31.0K
3,208
+0%
增持
RMI
RIVERNORTH OPPORTUNISTIC MUN
+$31.0K
32,500
+8%
增持
D
DOMINION ENERGY INC
+$30.0K
3,981
+3%
增持
LYG
LLOYDS BANKING GROUP PLC
+$30.0K
45,534
+30%
减持
—
ISHARES TR
-$29.0K
12,870
-6%
