小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 28
增持 61
减持 47
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$6.6M
69,824
+33%
增持
IUSB
ISHARES TR
+$3.3M
195,398
+62%
增持
EFV
ISHARES TR
+$2.9M
165,061
+54%
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。
清仓
—
CORVUS GOLD INC
-$2.8M
0
-100%
增持
ESGU
ISHARES TR
+$2.7M
238,528
+20%
减持
VLUE
ISHARES TR
-$2.0M
33,477
-34%
减持
IGSB
ISHARES TR
-$1.6M
16,298
-65%
减持
LQD
ISHARES TR
-$1.6M
3,235
-79%
增持
IYE
ISHARES TR
+$1.4M
69,318
+44%
减持
EFG
ISHARES TR
-$1.3M
77,088
-3%
减持
IXN
ISHARES TR
-$1.3M
58,403
-20%
减持
MGK
VANGUARD WORLD FD
-$1.2M
38,215
-2%
增持
MTCH
MATCH GROUP INC NEW
+$1.2M
67,803
+45%
建仓
FLOT
ISHARES TR
+$1.2M
23,158
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.0M
64,249
-9%
减持
IHI
ISHARES TR
-$1.0M
15,282
-48%
增持
TLH
ISHARES TR
+$992.0K
9,588
+376%
减持
TIP
ISHARES TR
-$978.0K
16,019
-30%
增持
SUSL
ISHARES TR
+$967.0K
16,885
+285%
减持
SHOP
SHOPIFY INC
-$961.0K
1,323
-2%
建仓
PJAN
INNOVATOR ETFS TR
+$934.0K
28,677
增持
COMT
ISHARES U S ETF TR
+$934.0K
49,216
+47%
建仓
NJAN
INNOVATOR ETFS TR
+$923.0K
22,686
增持
OEF
ISHARES TR
+$914.0K
6,706
+203%
减持
VO
VANGUARD INDEX FDS
-$888.0K
28,533
-5%
减持
HD
HOME DEPOT INC
-$700.0K
4,009
-12%
建仓
NOCT
INNOVATOR ETFS TR
+$688.0K
17,398
减持
AAPL
APPLE INC
-$652.0K
127,232
-1%
减持
FALN
ISHARES TR
-$620.0K
79,590
-16%
减持
IEFA
ISHARES TR
-$616.0K
16,485
-30%
减持
GBIL
GOLDMAN SACHS ETF TR
-$605.0K
20,060
-23%
减持
VTV
VANGUARD INDEX FDS
-$600.0K
4,616
-47%
减持
IXG
ISHARES TR
-$596.0K
12,662
-37%
清仓
SHYG
ISHARES TR
-$572.0K
0
-100%
增持
PFF
ISHARES TR
-$521.0K
191,044
+1%
减持
SCHZ
SCHWAB STRATEGIC TR
-$516.0K
48,719
-12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$508.0K
9,667
-0%
减持
LOW
LOWES COS INC
-$500.0K
4,292
-19%
清仓
NEAR
ISHARES U S ETF TR
-$485.0K
0
-100%
增持
META
META PLATFORMS INC
-$480.0K
4,957
+5%
增持
AGG
ISHARES TR
+$470.0K
10,924
+78%
减持
VB
VANGUARD INDEX FDS
-$458.0K
24,538
-2%
减持
MTUM
ISHARES TR
-$457.0K
5,441
-28%
减持
HYG
ISHARES TR
-$447.0K
56,746
-4%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$440.0K
105,454
-2%
减持
IRT
INDEPENDENCE RLTY TR INC
-$414.0K
103,603
-15%
建仓
IJAN
INNOVATOR ETFS TR
+$384.0K
14,601
建仓
PFEB
INNOVATOR ETFS TR
+$377.0K
12,863
增持
IVLU
ISHARES TR
+$363.0K
48,807
+41%
减持
MBB
ISHARES TR
-$359.0K
10,110
-22%
建仓
PMAR
INNOVATOR ETFS TR
+$355.0K
11,002
增持
SPY
SPDR S&P 500 ETF TR
+$352.0K
17,162
+10%
减持
MSFT
MICROSOFT CORP
-$344.0K
11,306
-1%
建仓
STIP
ISHARES TR
+$333.0K
3,177
清仓
IEMG
ISHARES INC
-$314.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$313.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$304.0K
7,756
-5%
增持
ESGE
ISHARES INC
-$279.0K
127,432
+2%
建仓
—
MEDTRONIC PLC
+$269.0K
2,429
减持
IWM
ISHARES TR
-$266.0K
1,037
-52%
建仓
KMX
CARMAX INC
+$265.0K
2,742
清仓
HPQ
HP INC
-$257.0K
0
-100%
建仓
WMB
WILLIAMS COS INC
+$256.0K
7,658
建仓
IJT
ISHARES TR
+$256.0K
2,050
建仓
KOCT
INNOVATOR ETFS TR
+$250.0K
9,480
建仓
—
QUALTRICS INTL INC
+$248.0K
8,695
减持
VUG
VANGUARD INDEX FDS
-$247.0K
2,299
-19%
建仓
IJUL
INNOVATOR ETFS TR
+$246.0K
10,305
减持
QQQ
INVESCO QQQ TR
-$244.0K
6,403
-1%
清仓
TJX
TJX COS INC NEW
-$239.0K
0
-100%
建仓
IVE
ISHARES TR
+$235.0K
1,509
增持
—
EXXON MOBIL CORP
+$234.0K
9,241
+7%
建仓
EJAN
INNOVATOR ETFS TR
+$234.0K
8,220
清仓
IYG
ISHARES TR
-$233.0K
0
-100%
清仓
RBLX
ROBLOX CORP
-$227.0K
0
-100%
清仓
ILCV
ISHARES TR
-$227.0K
0
-100%
增持
F
FORD MTR CO DEL
-$226.0K
58,943
+0%
建仓
RIOT
RIOT BLOCKCHAIN INC
+$224.0K
10,595
清仓
AMT
AMERICAN TOWER CORP NEW
-$223.0K
0
-100%
建仓
ELV
ANTHEM INC
+$215.0K
437
减持
ITOT
ISHARES TR
-$209.0K
10,247
-12%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$209.0K
841
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$208.0K
5,505
减持
SCHF
SCHWAB STRATEGIC TR
-$208.0K
14,987
-23%
增持
ENB
ENBRIDGE INC
+$208.0K
17,109
+15%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$206.0K
2,049
减持
GOOG
ALPHABET INC
-$206.0K
749
-6%
建仓
SCHV
SCHWAB STRATEGIC TR
+$205.0K
2,865
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$205.0K
38,064
-4%
清仓
SBUX
STARBUCKS CORP
-$204.0K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$203.0K
2,730
建仓
KJAN
INNOVATOR ETFS TR
+$203.0K
6,511
建仓
EPC
EDGEWELL PERS CARE CO
+$202.0K
5,500
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$202.0K
1,940
建仓
GLD
SPDR GOLD TR
+$201.0K
1,112
清仓
FAUG
FIRST TR EXCHNG TRADED FD VI
-$201.0K
0
-100%
增持
IEF
ISHARES TR
+$192.0K
6,042
+52%
增持
LDEM
ISHARES TR
+$187.0K
8,232
+85%
减持
PFE
PFIZER INC
-$182.0K
19,941
-3%
增持
VDE
VANGUARD WORLD FDS
+$171.0K
5,436
+3%
增持
DVY
ISHARES TR
+$170.0K
19,532
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$159.0K
1,187
+16%
增持
DIS
DISNEY WALT CO
-$158.0K
11,356
+2%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$152.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$133.0K
5,509
-1%
增持
NFLX
NETFLIX INC
-$127.0K
932
+18%
减持
QUAL
ISHARES TR
-$118.0K
9,995
-1%
减持
IWF
ISHARES TR
-$117.0K
1,760
-11%
增持
ARKK
ARK ETF TR
-$116.0K
5,230
+7%
增持
GOVT
ISHARES TR
-$116.0K
257,417
+5%
增持
AMGN
AMGEN INC
+$114.0K
4,100
+5%
减持
SQ
BLOCK INC
-$110.0K
1,639
-20%
增持
JNJ
JOHNSON & JOHNSON
+$110.0K
8,726
+4%
增持
AXP
AMERICAN EXPRESS CO
+$106.0K
4,518
+0%
增持
SRE
SEMPRA
+$100.0K
2,742
+0%
增持
WFC
WELLS FARGO CO NEW
+$99.0K
43,417
+4%
增持
—
BITFARMS LTD
+$95.0K
80,250
+97%
增持
SUB
ISHARES TR
+$93.0K
5,377
+23%
增持
DFAS
DIMENSIONAL ETF TRUST
-$92.0K
45,032
+3%
增持
VOO
VANGUARD INDEX FDS
-$90.0K
12,817
+3%
减持
HON
HONEYWELL INTL INC
-$89.0K
3,442
-5%
增持
TFI
SPDR SER TR
+$87.0K
9,055
+35%
增持
UPS
UNITED PARCEL SERVICE INC
+$86.0K
29,870
+1%
增持
OMC
OMNICOM GROUP INC
+$85.0K
3,387
+22%
增持
—
ACCENTURE PLC IRELAND
-$83.0K
1,083
+0%
增持
IWB
ISHARES TR
+$81.0K
2,351
+23%
增持
DUK
DUKE ENERGY CORP NEW
+$81.0K
2,913
+25%
增持
EIX
EDISON INTL
+$80.0K
5,079
+26%
增持
PM
PHILIP MORRIS INTL INC
+$79.0K
3,115
+38%
增持
—
HUT 8 MNG CORP
-$79.0K
35,530
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$78.0K
13,771
-4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$76.0K
6,820
+1%
增持
KO
COCA COLA CO
+$75.0K
6,795
+16%
增持
TSLA
TESLA INC
+$74.0K
3,470
+0%
减持
BA
BOEING CO
-$74.0K
1,673
-14%
增持
SDOG
ALPS ETF TR
+$71.0K
16,854
+5%
增持
FE
FIRSTENERGY CORP
+$71.0K
6,045
+22%
增持
CSCO
CISCO SYS INC
-$71.0K
9,571
+0%
减持
BX
BLACKSTONE INC
-$70.0K
3,458
-12%
增持
MO
ALTRIA GROUP INC
+$69.0K
10,338
+4%
增持
D
DOMINION ENERGY INC
+$68.0K
4,485
+13%
增持
MUB
ISHARES TR
-$68.0K
33,908
+4%
增持
GOOGL
ALPHABET INC
-$68.0K
913
+1%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$67.0K
3,562
+25%
增持
AMZN
AMAZON COM INC
-$63.0K
935
+0%
增持
ABT
ABBOTT LABS
-$62.0K
2,741
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$62.0K
17,645
-0%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$62.0K
11,224
-5%
增持
COR
AMERISOURCEBERGEN CORP
+$60.0K
2,031
+6%
增持
VDC
VANGUARD WORLD FDS
-$59.0K
15,619
+0%
