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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 26
增持 51
减持 62
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
QUAL
ISHARES TR
+$6.5M
70,214
+259%
减持
ESGU
ISHARES TR
-$4.4M
153,395
-29%
减持
AAPL
APPLE INC
+$4.2M
130,722
-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
IEMG
ISHARES INC
+$4.1M
83,233
增持
EFG
ISHARES TR
+$3.8M
109,228
+41%
增持
SPYM
SPDR SER TR
+$3.6M
168,129
+66%
减持
EEMV
ISHARES INC
-$2.9M
4,423
-93%
增持
IYW
ISHARES TR
+$2.9M
48,373
+124%
增持
IUSB
ISHARES TR
+$2.6M
232,192
+29%
增持
MBB
ISHARES TR
+$2.0M
55,969
+58%
减持
SHYG
ISHARES TR
-$1.3M
7,999
-80%
减持
MTUM
ISHARES TR
-$1.3M
11,049
-43%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.3M
77,313
+50%
建仓
XSOE
WISDOMTREE TR
+$1.3M
45,175
减持
VTIP
VANGUARD MALVERN FDS
-$1.2M
41,510
-39%
建仓
EMGF
ISHARES INC
+$1.1M
25,973
减持
IJR
ISHARES TR
-$1.1M
14,866
-44%
增持
GOOGL
ALPHABET INC
+$947.8K
22,386
+44%
增持
USMV
ISHARES TR
+$938.0K
68,891
+22%
减持
TSLA
TESLA INC
+$915.5K
10,924
-0%
建仓
EMB
ISHARES TR
+$882.1K
10,224
减持
MGK
VANGUARD WORLD FD
+$836.3K
32,269
-4%
增持
GOVT
ISHARES TR
+$790.0K
196,890
+17%
减持
HDV
ISHARES TR
-$782.4K
4,991
-60%
清仓
COMT
ISHARES U S ETF TR
-$760.4K
0
-100%
减持
IVV
ISHARES TR
+$745.8K
67,050
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$732.6K
16,181
+5%
减持
EEM
ISHARES TR
-$695.2K
20,328
-49%
清仓
ICVT
ISHARES TR
-$650.7K
0
-100%
减持
IYE
ISHARES TR
-$573.6K
13,598
-46%
增持
EJAN
INNOVATOR ETFS TR
+$571.0K
28,190
+243%
增持
IJAN
INNOVATOR ETFS TR
+$535.6K
32,535
+123%
减持
TIP
ISHARES TR
-$533.3K
2,668
-66%
减持
AMGN
AMGEN INC
-$507.0K
2,643
-39%
减持
VLUE
ISHARES TR
-$492.9K
12,787
-31%
增持
VOO
VANGUARD INDEX FDS
+$448.4K
12,489
+3%
增持
OEF
ISHARES TR
+$415.2K
14,418
+8%
减持
NVDA
NVIDIA CORPORATION
+$410.6K
3,134
-0%
增持
AMZN
AMAZON COM INC
+$402.3K
18,362
+3%
建仓
PDEC
INNOVATOR ETFS TR
+$386.5K
12,288
减持
ESGE
ISHARES INC
-$384.4K
41,519
-26%
减持
IJT
ISHARES TR
-$378.4K
2,577
-58%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$374.3K
14,452
减持
MSFT
MICROSOFT CORP
+$374.0K
8,620
-2%
清仓
XLE
SELECT SECTOR SPDR TR
-$368.4K
0
-100%
增持
SDOG
ALPS ETF TR
+$368.2K
28,318
+35%
增持
ENB
ENBRIDGE INC
+$365.8K
23,566
+73%
减持
IXN
ISHARES TR
-$363.7K
17,385
-40%
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$357.4K
6,586
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$349.4K
9,351
+14%
增持
TLH
ISHARES TR
+$342.0K
16,935
+15%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$329.9K
6,072
减持
META
META PLATFORMS INC
+$324.1K
3,944
-7%
清仓
IGSB
ISHARES TR
-$321.8K
0
-100%
清仓
CMDY
ISHARES U S ETF TR
-$321.6K
0
-100%
建仓
KJAN
INNOVATOR ETFS TR
+$300.9K
9,793
增持
GOOG
ALPHABET INC
+$299.4K
15,307
+5%
减持
VYM
VANGUARD WHITEHALL FDS
-$295.7K
54,970
-2%
建仓
MPLX
MPLX LP
+$290.6K
8,436
减持
IEF
ISHARES TR
-$284.2K
4,912
-39%
增持
YJUN
FIRST TR EXCHNG TRADED FD VI
+$283.0K
45,433
+36%
增持
IWB
ISHARES TR
+$278.1K
4,638
+27%
清仓
NOC
NORTHROP GRUMMAN CORP
-$274.4K
0
-100%
清仓
—
NUVEEN INTER DURATION MUN TE
-$266.9K
0
-100%
建仓
QDEC
FIRST TR EXCHNG TRADED FD VI
+$266.4K
12,845
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$263.0K
7,211
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$260.5K
44,161
-10%
减持
JNJ
JOHNSON & JOHNSON
-$256.9K
9,228
-3%
建仓
GJAN
FIRST TR EXCHNG TRADED FD VI
+$254.7K
8,223
减持
PFE
PFIZER INC
-$251.2K
21,156
-3%
建仓
KMI
KINDER MORGAN INC DEL
+$249.0K
14,222
建仓
ADX
ADAMS DIVERSIFIED EQUITY FD
+$240.9K
15,493
减持
QQQ
INVESCO QQQ TR
+$238.7K
5,885
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$238.4K
92,029
-1%
清仓
CORP
PIMCO ETF TR
-$235.8K
0
-100%
建仓
OKE
ONEOK INC NEW
+$235.6K
3,707
减持
DVY
ISHARES TR
-$234.3K
23,261
-5%
清仓
IDU
ISHARES TR
-$232.6K
0
-100%
建仓
IYH
ISHARES TR
+$228.3K
836
清仓
SHM
SPDR SER TR
-$216.9K
0
-100%
建仓
FEZ
SPDR INDEX SHS FDS
+$213.3K
4,750
清仓
NFLX
NETFLIX INC
-$212.6K
0
-100%
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$210.7K
5,505
建仓
OBDC
OWL ROCK CAPITAL CORPORATION
+$210.3K
16,675
建仓
YDEC
FIRST TR EXCHNG TRADED FD VI
+$208.2K
9,756
建仓
PAUG
INNOVATOR ETFS TR
+$201.3K
6,823
减持
GBIL
GOLDMAN SACHS ETF TR
-$196.4K
7,605
-21%
增持
PMAR
INNOVATOR ETFS TR
+$186.8K
16,313
+48%
增持
IEV
ISHARES TR
+$186.5K
33,086
+2%
减持
SHOP
SHOPIFY INC
+$173.9K
13,668
-1%
增持
—
EXXON MOBIL CORP
+$169.9K
14,243
+13%
增持
COWZ
PACER FDS TR
+$169.6K
12,732
+38%
减持
VO
VANGUARD INDEX FDS
+$163.1K
25,560
-0%
减持
CVX
CHEVRON CORP NEW
-$161.7K
8,703
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$155.5K
702
-30%
减持
FALN
ISHARES TR
-$154.7K
24,842
-22%
建仓
HQL
TEKLA LIFE SCIENCES INVS
+$148.7K
10,674
增持
DIS
DISNEY WALT CO
+$146.8K
9,573
+2%
减持
CMCSA
COMCAST CORP NEW
-$141.9K
11,425
-31%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$138.6K
12,084
-14%
增持
MUB
ISHARES TR
+$134.9K
17,853
+5%
建仓
ET
ENERGY TRANSFER L P
+$134.4K
10,781
减持
IVLU
ISHARES TR
+$128.2K
106,187
-2%
增持
EIX
EDISON INTL
+$124.1K
7,945
+16%
增持
PJAN
INNOVATOR ETFS TR
+$122.6K
30,900
+8%
增持
VV
VANGUARD INDEX FDS
+$119.8K
9,482
+0%
增持
T
AT&T INC
+$118.2K
20,582
+36%
减持
—
BLACKROCK INC
-$116.7K
903
-11%
减持
VDE
VANGUARD WORLD FDS
-$111.7K
4,938
-11%
增持
IFRA
ISHARES TR
+$110.1K
26,006
+10%
建仓
HYT
BLACKROCK CORPOR HI YLD FD I
+$104.7K
12,007
减持
EFV
ISHARES TR
+$103.2K
135,842
-4%
增持
IGM
ISHARES TR
+$101.3K
1,367
+6%
减持
PFF
ISHARES TR
-$101.0K
173,659
-4%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$100.5K
12,278
-2%
减持
SUB
ISHARES TR
-$99.3K
6,498
-13%
减持
TFC
TRUIST FINL CORP
-$96.7K
7,676
-8%
建仓
PSEC
PROSPECT CAP CORP
+$93.6K
13,450
减持
VB
VANGUARD INDEX FDS
+$89.3K
22,628
-1%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$87.8K
25,062
+20%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$86.6K
27,941
+18%
减持
BIV
VANGUARD BD INDEX FDS
-$86.2K
3,247
-28%
减持
DUK
DUKE ENERGY CORP NEW
-$78.5K
3,315
-14%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$77.6K
39,624
+4%
减持
VTEB
VANGUARD MUN BD FDS
-$77.3K
11,367
-14%
减持
HYG
ISHARES TR
-$77.0K
48,778
-5%
减持
AGG
ISHARES TR
-$69.2K
26,277
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$69.1K
1,082
-1%
增持
ORCL
ORACLE CORP
+$69.0K
4,239
+7%
减持
DFUV
DIMENSIONAL ETF TRUST
-$67.9K
70,659
-3%
增持
VTI
VANGUARD INDEX FDS
+$66.4K
2,235
+10%
减持
GLD
SPDR GOLD TR
-$66.1K
1,502
-25%
增持
IWF
ISHARES TR
+$64.5K
1,580
+5%
增持
SCHW
SCHWAB CHARLES CORP
-$64.0K
4,256
+24%
增持
TLT
ISHARES TR
+$63.1K
5,707
+4%
减持
IHI
ISHARES TR
-$62.5K
7,149
-16%
增持
HYMB
SPDR SER TR
-$62.0K
9,199
+54%
增持
F
FORD MTR CO DEL
+$58.7K
59,766
+0%
减持
AXP
AMERICAN EXPRESS CO
+$56.6K
4,206
-2%
增持
BX
BLACKSTONE INC
+$56.5K
3,585
+3%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$55.4K
7,542
-16%
增持
OMC
OMNICOM GROUP INC
+$55.3K
3,996
+1%
减持
MA
MASTERCARD INCORPORATED
-$53.6K
661
-22%
减持
JPM
JPMORGAN CHASE & CO
-$52.2K
8,616
-2%
增持
VUG
VANGUARD INDEX FDS
+$50.9K
1,398
+0%
增持
WMB
WILLIAMS COS INC
+$48.4K
12,945
+26%
减持
—
SPIRIT RLTY CAP INC NEW
-$46.8K
6,390
-15%
增持
CVS
CVS HEALTH CORP
-$46.1K
3,119
+5%
减持
CSCO
CISCO SYS INC
+$45.3K
12,495
-2%
增持
HON
HONEYWELL INTL INC
-$45.2K
1,992
+0%
