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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 19
增持 37
减持 61
清仓 33
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$5.2M
69,772
-0%
增持
AAPL
APPLE INC
-$4.3M
131,387
+3%
增持
ESGU
ISHARES TR
-$3.8M
242,490
+2%
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。
建仓
EEMV
ISHARES INC
+$2.7M
49,249
减持
MTCH
MATCH GROUP INC NEW
-$2.7M
67,735
-0%
减持
MGK
VANGUARD WORLD FD
-$2.5M
35,865
-6%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$2.3M
73,468
减持
IJR
ISHARES TR
-$2.3M
18,032
-51%
减持
ESGE
ISHARES INC
-$2.0M
81,638
-36%
增持
HDV
ISHARES TR
+$1.9M
24,108
+417%
减持
VLUE
ISHARES TR
-$1.8M
18,349
-45%
减持
EFG
ISHARES TR
-$1.8M
70,026
-9%
增持
OEF
ISHARES TR
+$1.7M
18,205
+171%
减持
IXN
ISHARES TR
-$1.6M
38,832
-34%
建仓
UJUN
INNOVATOR ETFS TR
+$1.6M
59,657
减持
SPY
SPDR S&P 500 ETF TR
-$1.5M
16,523
-4%
建仓
DAPR
FIRST TR EXCHNG TRADED FD VI
+$1.5M
51,937
减持
IUSB
ISHARES TR
-$1.5M
175,146
-10%
建仓
IJS
ISHARES TR
+$1.5M
16,749
减持
VO
VANGUARD INDEX FDS
-$1.4M
27,186
-5%
增持
TSLA
TESLA INC
-$1.4M
3,520
+1%
减持
MSFT
MICROSOFT CORP
-$1.2M
8,765
-22%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$1.2M
95,424
-10%
减持
VB
VANGUARD INDEX FDS
-$1.0M
23,751
-3%
增持
AMZN
AMAZON COM INC
-$1.0M
19,050
+1937%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.0M
56,559
-12%
减持
COMT
ISHARES U S ETF TR
-$978.0K
24,264
-51%
减持
VV
VANGUARD INDEX FDS
-$938.0K
9,477
-23%
建仓
IFRA
ISHARES TR
+$920.0K
27,035
减持
COST
COSTCO WHSL CORP NEW
-$893.0K
2,885
-27%
减持
VOO
VANGUARD INDEX FDS
-$892.0K
12,768
-0%
增持
TIP
ISHARES TR
+$885.0K
25,287
+58%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$858.0K
9,355
-3%
增持
UPS
UNITED PARCEL SERVICE INC
-$855.0K
30,409
+2%
增持
EFV
ISHARES TR
-$833.0K
171,956
+4%
减持
IYE
ISHARES TR
-$817.0K
52,964
-24%
减持
PFF
ISHARES TR
-$812.0K
186,932
-2%
减持
IRT
INDEPENDENCE RLTY TR INC
-$796.0K
93,753
-10%
减持
HD
HOME DEPOT INC
-$792.0K
1,486
-63%
建仓
ICVT
ISHARES TR
+$784.0K
11,301
增持
AGG
ISHARES TR
+$739.0K
18,779
+72%
减持
HYG
ISHARES TR
-$665.0K
54,408
-4%
减持
IEFA
ISHARES TR
-$643.0K
8,552
-48%
减持
GOVT
ISHARES TR
-$640.0K
241,520
-6%
减持
QQQ
INVESCO QQQ TR
-$636.0K
6,010
-6%
建仓
PJUN
INNOVATOR ETFS TR
+$600.0K
20,642
减持
DFAS
DIMENSIONAL ETF TRUST
-$600.0K
40,108
-11%
减持
IXG
ISHARES TR
-$584.0K
6,425
-49%
增持
VYM
VANGUARD WHITEHALL FDS
-$581.0K
58,292
+1%
减持
MUB
ISHARES TR
-$544.0K
29,844
-12%
减持
DIS
DISNEY WALT CO
-$530.0K
10,893
-4%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$509.0K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$493.0K
30,323
-20%
增持
SHOP
SHOPIFY INC
-$489.0K
12,970
+880%
建仓
IEV
ISHARES TR
+$484.0K
11,328
增持
GOOGL
ALPHABET INC
-$458.0K
955
+5%
减持
IGSB
ISHARES TR
-$456.0K
7,652
-53%
减持
SCHZ
SCHWAB STRATEGIC TR
-$446.0K
42,159
-13%
清仓
LDEM
ISHARES TR
-$444.0K
0
-100%
增持
TFI
SPDR SER TR
+$439.0K
19,047
+110%
减持
VTV
VANGUARD INDEX FDS
-$437.0K
1,858
-60%
减持
FALN
ISHARES TR
-$436.0K
72,035
-9%
清仓
FEX
FIRST TR LRGE CP CORE ALPHA
-$415.0K
0
-100%
建仓
NAPR
INNOVATOR ETFS TR
+$411.0K
12,055
清仓
LQD
ISHARES TR
-$391.0K
0
-100%
清仓
CMDY
ISHARES U S ETF TR
-$389.0K
0
-100%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$377.0K
11,043
增持
GOOG
ALPHABET INC
-$353.0K
795
+6%
减持
VUG
VANGUARD INDEX FDS
-$350.0K
1,396
-39%
清仓
NFLX
NETFLIX INC
-$349.0K
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$346.0K
0
-100%
增持
SUSL
ISHARES TR
+$340.0K
25,263
+50%
增持
F
FORD MTR CO DEL
-$339.0K
59,158
+0%
减持
HON
HONEYWELL INTL INC
-$332.0K
1,942
-44%
增持
WFC
WELLS FARGO CO NEW
-$317.0K
45,612
+5%
建仓
APD
AIR PRODS & CHEMS INC
+$311.0K
1,292
建仓
SBUX
STARBUCKS CORP
+$311.0K
4,077
清仓
SCHA
SCHWAB STRATEGIC TR
-$309.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$308.0K
2,586
+1%
减持
ITOT
ISHARES TR
-$294.0K
8,829
-14%
增持
JPM
JPMORGAN CHASE & CO
+$285.0K
9,201
+67%
清仓
AIA
ISHARES TR
-$279.0K
0
-100%
减持
IHI
ISHARES TR
-$279.0K
12,940
-15%
增持
IYR
ISHARES TR
+$279.0K
5,636
+155%
清仓
FE
FIRSTENERGY CORP
-$277.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$266.0K
1,283
-46%
建仓
GPC
GENUINE PARTS CO
+$263.0K
1,976
清仓
SCHE
SCHWAB STRATEGIC TR
-$257.0K
0
-100%
减持
SCHB
SCHWAB STRATEGIC TR
-$256.0K
12,017
-18%
清仓
IJT
ISHARES TR
-$256.0K
0
-100%
减持
QUAL
ISHARES TR
-$254.0K
9,769
-2%
清仓
NKE
NIKE INC
-$250.0K
0
-100%
清仓
—
QUALTRICS INTL INC
-$248.0K
0
-100%
建仓
PMAY
INNOVATOR ETFS TR
+$243.0K
8,887
清仓
BIV
VANGUARD BD INDEX FDS
-$238.0K
0
-100%
减持
MTUM
ISHARES TR
-$236.0K
4,986
-8%
清仓
UNP
UNION PAC CORP
-$235.0K
0
-100%
建仓
CWB
SPDR SER TR
+$233.0K
3,608
清仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
-$231.0K
0
-100%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$228.0K
0
-100%
建仓
IDU
ISHARES TR
+$228.0K
2,667
清仓
—
NUVEEN CR OPPORTUNITIES 2022
-$227.0K
0
-100%
减持
SRE
SEMPRA
-$225.0K
1,573
-43%
清仓
RIOT
RIOT BLOCKCHAIN INC
-$224.0K
0
-100%
清仓
SQ
BLOCK INC
-$222.0K
0
-100%
增持
USMV
ISHARES TR
-$222.0K
37,334
+2%
增持
META
META PLATFORMS INC
-$221.0K
5,463
+10%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$220.0K
1,556
清仓
IWP
ISHARES TR
-$218.0K
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$215.0K
0
-100%
清仓
EBAY
EBAY INC.
-$215.0K
0
-100%
建仓
BDX
BECTON DICKINSON & CO
+$214.0K
869
清仓
IWM
ISHARES TR
-$213.0K
0
-100%
增持
—
BITFARMS LTD
-$210.0K
81,050
+1%
增持
AXP
AMERICAN EXPRESS CO
-$209.0K
4,591
+2%
清仓
FJUN
FIRST TR EXCHNG TRADED FD VI
-$208.0K
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$206.0K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$205.0K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$203.0K
0
-100%
清仓
KJAN
INNOVATOR ETFS TR
-$203.0K
0
-100%
清仓
EPC
EDGEWELL PERS CARE CO
-$202.0K
0
-100%
减持
GBIL
GOLDMAN SACHS ETF TR
-$202.0K
18,057
-10%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$202.0K
0
-100%
清仓
GLD
SPDR GOLD TR
-$201.0K
0
-100%
减持
MO
ALTRIA GROUP INC
-$200.0K
8,144
-21%
增持
DVY
ISHARES TR
+$192.0K
22,904
+17%
减持
V
VISA INC
-$183.0K
2,311
-20%
增持
—
BLACKROCK INC
+$181.0K
963
+81%
减持
VDC
VANGUARD WORLD FDS
-$171.0K
15,589
-0%
增持
LMT
LOCKHEED MARTIN CORP
+$170.0K
1,613
+36%
减持
SCHF
SCHWAB STRATEGIC TR
-$163.0K
12,293
-18%
减持
IWF
ISHARES TR
-$161.0K
1,500
-15%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$161.0K
13,471
-1%
增持
SCHD
SCHWAB STRATEGIC TR
-$161.0K
32,412
+3%
减持
CSCO
CISCO SYS INC
-$157.0K
8,838
-8%
增持
—
HUT 8 MNG CORP
-$147.0K
37,030
+4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$146.0K
4,565
-33%
减持
AG
FIRST MAJESTIC SILVER CORP
-$146.0K
23,993
-1%
增持
ARKK
ARK ETF TR
-$138.0K
5,253
+0%
减持
IWB
ISHARES TR
-$135.0K
2,182
-7%
减持
VTIP
VANGUARD MALVERN FDS
-$135.0K
84,163
-1%
增持
—
EXXON MOBIL CORP
+$132.0K
10,453
+13%
增持
CMCSA
COMCAST CORP NEW
+$127.0K
15,282
+51%
减持
BND
VANGUARD BD INDEX FDS
-$123.0K
3,329
-29%
增持
KO
COCA COLA CO
+$122.0K
8,625
+27%
增持
BX
BLACKSTONE INC
-$122.0K
3,470
+0%
增持
PFE
PFIZER INC
+$117.0K
21,913
+10%
增持
BAC
BK OF AMERICA CORP
-$114.0K
13,856
+5%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$114.0K
16,581
-6%
减持
BA
BOEING CO
-$114.0K
1,507
-10%