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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 19
增持 83
减持 39
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
GOVT
ISHARES TR
-$3.1M
167,840
-45%
增持
MBB
ISHARES TR
+$2.4M
35,358
+259%
增持
SPYM
SPDR SER TR
+$1.8M
101,006
+58%
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
MTUM
ISHARES TR
+$1.7M
19,250
+125%
建仓
SHYG
ISHARES TR
+$1.6M
39,992
增持
IYW
ISHARES TR
+$1.4M
21,638
+666%
增持
EFV
ISHARES TR
+$1.3M
141,439
+7%
增持
AAPL
APPLE INC
-$1.2M
133,273
+1%
增持
IUSB
ISHARES TR
+$1.1M
179,928
+13%
增持
TSLA
TESLA INC
-$979.2K
10,966
+5%
减持
IVV
ISHARES TR
+$919.1K
69,798
-2%
减持
TIP
ISHARES TR
-$844.5K
7,774
-51%
增持
EEMV
ISHARES INC
+$794.3K
59,082
+29%
增持
USMV
ISHARES TR
+$642.1K
56,493
+9%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$638.0K
0
-100%
减持
HDV
ISHARES TR
-$629.2K
12,373
-39%
增持
QUAL
ISHARES TR
+$597.0K
19,560
+27%
减持
VTIP
VANGUARD MALVERN FDS
-$585.3K
68,502
-14%
清仓
IWX
ISHARES TR
-$584.0K
0
-100%
增持
IVLU
ISHARES TR
+$569.2K
108,079
+13%
减持
EFG
ISHARES TR
+$558.2K
77,330
-4%
增持
AMZN
AMAZON COM INC
-$542.6K
17,790
+0%
增持
TLH
ISHARES TR
+$538.7K
14,769
+50%
清仓
STIP
ISHARES TR
-$521.0K
0
-100%
减持
FALN
ISHARES TR
-$512.5K
31,796
-41%
建仓
UDEC
INNOVATOR ETFS TR
+$502.9K
18,335
减持
MGK
VANGUARD WORLD FD
-$498.0K
33,492
-6%
增持
AGG
ISHARES TR
+$491.4K
27,708
+21%
减持
VYM
VANGUARD WHITEHALL FDS
+$465.1K
56,327
-3%
增持
TFI
SPDR SER TR
+$460.7K
52,382
+21%
增持
DVY
ISHARES TR
+$457.0K
24,544
+6%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$414.5K
93,365
-2%
增持
SCHD
SCHWAB STRATEGIC TR
+$406.2K
35,785
+5%
建仓
VTI
VANGUARD INDEX FDS
+$389.7K
2,038
减持
MUB
ISHARES TR
-$388.4K
16,950
-19%
减持
UPS
UNITED PARCEL SERVICE INC
+$377.3K
27,291
-1%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$374.9K
13,876
建仓
IGM
ISHARES TR
+$362.6K
1,295
建仓
TFC
TRUIST FINL CORP
+$358.4K
8,330
清仓
LQD
ISHARES TR
-$343.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$338.9K
8,216
+1%
增持
EEM
ISHARES TR
+$316.4K
39,509
+19%
增持
SPY
SPDR S&P 500 ETF TR
+$315.8K
15,406
+0%
减持
ESGU
ISHARES TR
-$304.4K
215,771
-6%
增持
VLUE
ISHARES TR
+$296.9K
18,399
+12%
增持
JPM
JPMORGAN CHASE & CO
+$294.9K
8,762
+5%
减持
COMT
ISHARES U S ETF TR
-$292.6K
26,975
-0%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$291.3K
11,635
清仓
—
EATON VANCE FLOATING RATE 20
-$291.0K
0
-100%
减持
PFF
ISHARES TR
-$290.4K
180,892
-3%
减持
IEF
ISHARES TR
-$283.9K
8,051
-27%
清仓
—
ISHARES TR
-$278.0K
0
-100%
建仓
NOC
NORTHROP GRUMMAN CORP
+$274.4K
503
建仓
MRK
MERCK & CO INC
+$262.7K
2,368
建仓
INTC
INTEL CORP
+$262.4K
9,929
建仓
BA
BOEING CO
+$255.3K
1,340
减持
GBIL
GOLDMAN SACHS ETF TR
-$253.0K
9,607
-21%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$248.9K
49,066
-9%
建仓
TJX
TJX COS INC NEW
+$247.4K
3,109
建仓
IGF
ISHARES TR
+$224.6K
4,899
增持
CMCSA
COMCAST CORP NEW
+$224.0K
16,444
+37%
清仓
IVE
ISHARES TR
-$224.0K
0
-100%
清仓
XSOE
WISDOMTREE TR
-$222.0K
0
-100%
增持
PFE
PFIZER INC
+$220.3K
21,747
+3%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$218.8K
1,553
建仓
SHM
SPDR SER TR
+$216.9K
4,616
建仓
NFLX
NETFLIX INC
+$212.6K
721
减持
VDC
VANGUARD WORLD FDS
+$207.7K
14,928
-3%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$206.6K
2,757
增持
SCHZ
SCHWAB STRATEGIC TR
+$206.2K
51,658
+8%
建仓
PWZ
INVESCO EXCH TRADED FD TR II
+$204.6K
8,477
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$200.2K
3,611
增持
JNJ
JOHNSON & JOHNSON
+$200.2K
9,551
+3%
增持
—
BLACKROCK INC
+$188.0K
1,017
+5%
增持
MSFT
MICROSOFT CORP
+$185.2K
8,803
+7%
增持
CVX
CHEVRON CORP NEW
+$174.6K
8,812
+0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$173.6K
72,687
-1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$170.6K
41,166
+2%
增持
AMGN
AMGEN INC
+$157.0K
4,363
+1%
增持
—
EXXON MOBIL CORP
+$156.0K
12,620
+3%
减持
DIS
DISNEY WALT CO
-$154.2K
9,343
-6%
减持
HYG
ISHARES TR
-$145.9K
51,095
-6%
增持
PG
PROCTER AND GAMBLE CO
+$145.8K
4,947
+2%
增持
POCT
INNOVATOR ETFS TR
+$141.3K
13,046
+50%
增持
SUSL
ISHARES TR
+$140.0K
25,411
+2%
减持
ESGE
ISHARES INC
-$138.6K
56,248
-13%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$138.3K
9,367
+0%
增持
CSCO
CISCO SYS INC
+$127.9K
12,760
+7%
增持
SDOG
ALPS ETF TR
+$122.6K
21,027
+1%
减持
IWB
ISHARES TR
-$120.5K
3,641
-18%
增持
SHOP
SHOPIFY INC
+$120.4K
13,868
+5%
增持
APD
AIR PRODS & CHEMS INC
+$118.1K
1,379
+4%
增持
IEFA
ISHARES TR
+$114.2K
9,299
+8%
增持
GOOGL
ALPHABET INC
-$112.7K
15,576
+3%
增持
IFRA
ISHARES TR
+$112.4K
23,729
+4%
增持
QQQ
INVESCO QQQ TR
+$110.9K
6,196
+8%
减持
LMT
LOCKHEED MARTIN CORP
-$109.5K
1,002
-32%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$100.3K
4,795
-26%
增持
CMDY
ISHARES U S ETF TR
+$92.6K
5,899
+49%
增持
HON
HONEYWELL INTL INC
+$91.9K
1,988
+2%
增持
NVDA
NVIDIA CORPORATION
+$90.8K
3,146
+3%
减持
SUB
ISHARES TR
-$86.5K
7,476
-11%
增持
ORCL
ORACLE CORP
+$86.0K
3,975
+5%
增持
PM
PHILIP MORRIS INTL INC
+$85.8K
4,247
+5%
增持
KO
COCA COLA CO
+$84.4K
8,685
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$84.4K
4,513
+31%
增持
COWZ
PACER FDS TR
+$82.2K
9,258
+16%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$79.6K
8,948
-16%
增持
VV
VANGUARD INDEX FDS
+$78.4K
9,480
+0%
清仓
—
HANESBRANDS INC
-$78.0K
0
-100%
减持
IEV
ISHARES TR
+$76.4K
32,423
-11%
增持
T
AT&T INC
+$75.0K
15,100
+11%
增持
LLY
LILLY ELI & CO
+$74.8K
1,609
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$74.3K
3,867
+6%
增持
HD
HOME DEPOT INC
+$69.6K
1,493
+6%
减持
PSLV
SPROTT PHYSICAL SILVER TR
+$69.2K
55,730
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$68.6K
29,826
+1%
增持
PEP
PEPSICO INC
+$68.2K
2,287
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$67.4K
21,001
+2%
减持
TLT
ISHARES TR
-$66.0K
5,464
-10%
增持
MA
MASTERCARD INCORPORATED
+$65.8K
845
+9%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$65.8K
12,558
-5%
增持
OMC
OMNICOM GROUP INC
+$65.6K
3,943
+0%
增持
BAC
BANK AMERICA CORP
+$65.6K
13,937
+8%
增持
LOW
LOWES COS INC
+$65.3K
4,589
+7%
增持
SBUX
STARBUCKS CORP
+$63.7K
4,292
+3%
增持
GPC
GENUINE PARTS CO
+$63.7K
2,160
+7%
增持
GOOG
ALPHABET INC
-$60.5K
14,567
+7%
增持
LGLV
SPDR SER TR
+$60.3K
5,164
+0%
减持
VO
VANGUARD INDEX FDS
+$60.2K
25,652
-5%
减持
META
META PLATFORMS INC
-$57.2K
4,253
-0%
减持
OEF
ISHARES TR
-$55.5K
13,376
-6%
增持
WMT
WALMART INC
+$55.4K
3,741
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$55.4K
1,095
+5%
减持
D
DOMINION ENERGY INC
-$55.1K
3,897
-15%
减持
IGSB
ISHARES TR
-$52.2K
6,459
-15%
减持
IRT
INDEPENDENCE RLTY TR INC
-$52.0K
64,410
-12%
增持
XLE
SELECT SECTOR SPDR TR
+$51.4K
4,212
+9%
增持
V
VISA INC
+$48.9K
1,419
+6%
增持
—
BITFARMS LTD
-$44.7K
82,500
+3%
减持
IJT
ISHARES TR
-$44.3K
6,123
-10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$44.2K
843
+5%
增持
AXP
AMERICAN EXPRESS CO
+$43.2K
4,313
+1%
增持
IBDR
ISHARES TR
+$42.7K
13,221
+14%
增持
BX
BLACKSTONE INC
-$41.6K
3,483
+0%
增持
MO
ALTRIA GROUP INC
+$41.0K
8,577
+5%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$40.9K
37,939
+1%
增持
VDE
VANGUARD WORLD FDS
+$40.7K
5,572
+1%
增持
MCD
MCDONALDS CORP
+$40.2K
1,128
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$39.0K
845
+1%
