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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 17
增持 44
减持 68
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
MTCH
MATCH GROUP INC NEW
-$4.7M
0
-100%
增持
SPYM
SPDR SER TR
+$2.5M
63,931
+1165%
减持
EFV
ISHARES TR
-$2.3M
131,896
-23%
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。
减持
ESGU
ISHARES TR
-$1.8M
230,541
-5%
清仓
IJS
ISHARES TR
-$1.5M
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$1.2M
13,816
-70%
减持
TIP
ISHARES TR
-$1.2M
15,844
-37%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.2M
27,443
-10%
建仓
EEM
ISHARES TR
+$1.2M
33,130
减持
IUSB
ISHARES TR
-$1.2M
158,672
-9%
增持
GOVT
ISHARES TR
+$1.1M
304,654
+26%
增持
TFI
SPDR SER TR
+$1.1M
43,455
+128%
减持
MUB
ISHARES TR
-$997.0K
21,033
-30%
增持
IEV
ISHARES TR
+$908.0K
36,425
+222%
增持
IJR
ISHARES TR
+$880.0K
28,463
+58%
减持
IYE
ISHARES TR
-$877.0K
25,836
-51%
增持
USMV
ISHARES TR
+$810.0K
51,714
+39%
减持
ESGE
ISHARES INC
-$808.0K
64,946
-20%
减持
IRT
INDEPENDENCE RLTY TR INC
-$805.0K
73,460
-22%
减持
OEF
ISHARES TR
-$803.0K
14,246
-22%
增持
IVLU
ISHARES TR
+$706.0K
95,900
+73%
建仓
IJT
ISHARES TR
+$706.0K
6,789
减持
SPY
SPDR S&P 500 ETF TR
-$657.0K
15,370
-7%
增持
GOOGL
ALPHABET INC
-$594.0K
15,066
+1478%
减持
GBIL
GOLDMAN SACHS ETF TR
-$592.0K
12,141
-33%
建仓
IWX
ISHARES TR
+$584.0K
9,922
增持
IVV
ISHARES TR
-$556.0K
71,085
+2%
增持
AAPL
APPLE INC
+$555.0K
132,186
+1%
增持
QUAL
ISHARES TR
+$540.0K
15,405
+58%
减持
HDV
ISHARES TR
-$502.0K
20,254
-16%
建仓
DAUG
FIRST TR EXCHNG TRADED FD VI
+$500.0K
16,557
建仓
UAUG
INNOVATOR ETFS TR
+$499.0K
19,640
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$492.0K
9,366
+70%
减持
FALN
ISHARES TR
-$478.0K
53,987
-25%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$474.0K
53,685
-5%
增持
MTUM
ISHARES TR
+$474.0K
8,542
+71%
增持
IWB
ISHARES TR
+$434.0K
4,425
+103%
减持
IXN
ISHARES TR
-$434.0K
31,145
-20%
减持
VTIP
VANGUARD MALVERN FDS
-$433.0K
79,552
-5%
增持
IEF
ISHARES TR
+$430.0K
11,083
+82%
清仓
IXG
ISHARES TR
-$422.0K
0
-100%
减持
EEMV
ISHARES INC
-$390.0K
45,763
-7%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$389.0K
94,792
-1%
清仓
SCHF
SCHWAB STRATEGIC TR
-$387.0K
0
-100%
增持
GOOG
ALPHABET INC
-$386.0K
13,587
+1609%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$355.0K
8,173
-13%
建仓
COWZ
PACER FDS TR
+$346.0K
8,000
建仓
LQD
ISHARES TR
+$343.0K
3,350
增持
—
EXXON MOBIL CORP
+$341.0K
12,237
+17%
减持
ENB
ENBRIDGE INC
-$337.0K
13,598
-32%
减持
PFF
ISHARES TR
-$333.0K
185,658
-1%
减持
MSFT
MICROSOFT CORP
-$325.0K
8,224
-6%
减持
SCHB
SCHWAB STRATEGIC TR
-$320.0K
4,941
-59%
建仓
GLD
SPDR GOLD TR
+$318.0K
2,012
建仓
XLE
SELECT SECTOR SPDR TR
+$317.0K
3,872
减持
META
META PLATFORMS INC
-$312.0K
4,264
-22%
减持
VZ
VERIZON COMMUNICATIONS INC
-$310.0K
20,637
-2%
清仓
COR
AMERISOURCEBERGEN CORP
-$308.0K
0
-100%
清仓
IQV
IQVIA HLDGS INC
-$305.0K
0
-100%
建仓
PSEP
INNOVATOR ETFS TR
+$300.0K
10,712
增持
SUB
ISHARES TR
+$298.0K
8,412
+55%
减持
VYM
VANGUARD WHITEHALL FDS
-$298.0K
58,062
-0%
增持
AGG
ISHARES TR
+$287.0K
22,926
+22%
增持
EFG
ISHARES TR
+$283.0K
80,242
+15%
减持
VLUE
ISHARES TR
-$281.0K
16,389
-11%
减持
MA
MASTERCARD INCORPORATED
-$280.0K
773
-52%
清仓
INTC
INTEL CORP
-$269.0K
0
-100%
清仓
BKNG
BOOKING HOLDINGS INC
-$261.0K
0
-100%
减持
MGK
VANGUARD WORLD FD
-$255.0K
35,640
-1%
减持
PFE
PFIZER INC
-$255.0K
21,118
-4%
清仓
BND
VANGUARD BD INDEX FDS
-$251.0K
0
-100%
建仓
BIV
VANGUARD BD INDEX FDS
+$251.0K
3,433
建仓
POCT
INNOVATOR ETFS TR
+$251.0K
8,723
清仓
BABA
ALIBABA GROUP HLDG LTD
-$250.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$249.0K
11,985
-22%
清仓
KMX
CARMAX INC
-$244.0K
0
-100%
减持
IHI
ISHARES TR
-$242.0K
8,466
-35%
增持
NOCT
INNOVATOR ETFS TR
+$237.0K
24,513
+41%
减持
VDC
VANGUARD WORLD FDS
-$237.0K
15,457
-1%
清仓
CWB
SPDR SER TR
-$233.0K
0
-100%
清仓
LAND
GLADSTONE LD CORP
-$231.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$229.0K
8,790
+8%
建仓
CMDY
ISHARES U S ETF TR
+$229.0K
3,967
建仓
XSOE
WISDOMTREE TR
+$222.0K
8,875
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$220.0K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$214.0K
0
-100%
清仓
BDX
BECTON DICKINSON & CO
-$214.0K
0
-100%
建仓
IYW
ISHARES TR
+$211.0K
2,826
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$210.0K
0
-100%
清仓
ARKK
ARK ETF TR
-$209.0K
0
-100%
减持
V
VISA INC
-$209.0K
1,340
-42%
清仓
BA
BOEING CO
-$206.0K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$204.0K
0
-100%
建仓
AMLP
ALPS ETF TR
+$203.0K
5,321
清仓
PWZ
INVESCO EXCH TRADED FD TR II
-$203.0K
0
-100%
增持
STIP
ISHARES TR
+$199.0K
5,374
+69%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$195.0K
14,415
-13%
增持
DVY
ISHARES TR
-$192.0K
23,088
+1%
减持
VO
VANGUARD INDEX FDS
-$187.0K
26,893
-1%
增持
VTV
VANGUARD INDEX FDS
+$176.0K
3,342
+80%
减持
IFRA
ISHARES TR
-$172.0K
22,842
-16%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$169.0K
29,454
-3%
增持
VOO
VANGUARD INDEX FDS
-$162.0K
12,800
+0%
减持
ORCL
ORACLE CORP
-$161.0K
3,777
-34%
减持
JPM
JPMORGAN CHASE & CO
-$156.0K
8,306
-10%
减持
UNH
UNITEDHEALTH GROUP INC
-$152.0K
1,040
-21%
减持
PG
PROCTER AND GAMBLE CO
-$146.0K
4,863
-7%
减持
QQQ
INVESCO QQQ TR
-$146.0K
5,718
-5%
减持
MBB
ISHARES TR
-$146.0K
9,843
-8%
增持
JNJ
JOHNSON & JOHNSON
-$146.0K
9,282
+1%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$139.0K
11,858
减持
D
DOMINION ENERGY INC
-$137.0K
4,567
-15%
减持
ICVT
ISHARES TR
-$136.0K
9,191
-19%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$135.0K
6,499
+37%
增持
SCHZ
SCHWAB STRATEGIC TR
+$134.0K
47,780
+13%
减持
SUSL
ISHARES TR
-$132.0K
24,804
-2%
减持
TLH
ISHARES TR
-$126.0K
9,848
-0%
减持
PEP
PEPSICO INC
-$112.0K
2,136
-22%
增持
CSCO
CISCO SYS INC
+$103.0K
11,929
+35%
减持
T
AT&T INC
-$99.0K
13,571
-6%
减持
LMT
LOCKHEED MARTIN CORP
-$97.0K
1,479
-8%
减持
HYG
ISHARES TR
-$97.0K
54,190
-0%
减持
IYR
ISHARES TR
-$94.0K
5,386
-4%
减持
LOW
LOWES COS INC
+$92.0K
4,304
-1%
增持
VDE
VANGUARD WORLD FDS
+$90.0K
5,523
+1%
增持
TLT
ISHARES TR
+$88.0K
6,038
+33%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$84.0K
30,072
-12%
减持
ITOT
ISHARES TR
-$77.0K
8,207
-7%
减持
KO
COCA COLA CO
-$75.0K
8,587
-0%
减持
—
ISHARES TR
-$75.0K
11,213
-21%
增持
F
FORD MTR CO DEL
+$67.0K
59,390
+0%
增持
DUK
DUKE ENERGY CORP NEW
-$64.0K
3,641
+1%
增持
DFUV
DIMENSIONAL ETF TRUST
-$62.0K
73,631
+0%
减持
DIS
DISNEY WALT CO
-$62.0K
9,937
-9%
增持
PJUN
INNOVATOR ETFS TR
+$61.0K
23,109
+12%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$60.0K
13,156
-2%
增持
COMT
ISHARES U S ETF TR
+$60.0K
26,988
+11%
减持
MCD
MCDONALDS CORP
-$60.0K
1,101
-14%
增持
VV
VANGUARD INDEX FDS
-$60.0K
9,478
+0%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$59.0K
56,130
-14%
增持
AMGN
AMGEN INC
-$57.0K
4,318
+0%
增持
—
BLACKROCK INC
-$54.0K
968
+1%
减持
FNV
FRANCO NEV CORP
-$52.0K
3,516
-2%
增持
SBUX
STARBUCKS CORP
+$51.0K
4,157
+2%
增持
PM
PHILIP MORRIS INTL INC
-$49.0K
4,062
+2%
减持
—
ISHARES TR
-$49.0K
11,096
-15%
增持
GPC
GENUINE PARTS CO
+$48.0K
2,021
+2%
减持
SCHW
SCHWAB CHARLES CORP
-$48.0K
3,408
-28%
减持
CVS
CVS HEALTH CORP
-$47.0K
2,727
-12%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$46.0K
1,559
+17%
