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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 17
增持 67
减持 48
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
QUAL
ISHARES TR
+$6.3M
108,849
+55%
增持
AAPL
APPLE INC
+$5.2M
137,696
+5%
增持
SPYM
SPDR SER TR
+$5.1M
248,095
+48%
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
EFG
ISHARES TR
+$2.2M
128,080
+17%
增持
IYW
ISHARES TR
+$2.1M
58,478
+21%
建仓
NJUL
INNOVATOR ETFS TR
+$1.9M
35,917
减持
ESGU
ISHARES TR
-$1.8M
121,067
-21%
减持
IVV
ISHARES TR
+$1.7M
64,493
-4%
建仓
MAR
MARRIOTT INTL INC NEW
+$1.6M
8,582
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.3M
106,870
+38%
减持
MGK
VANGUARD WORLD FD
+$1.1M
31,690
-2%
清仓
NOCT
INNOVATOR ETFS TR
-$959.4K
0
-100%
增持
XSOE
WISDOMTREE TR
+$938.3K
75,205
+66%
增持
MSFT
MICROSOFT CORP
+$919.1K
9,846
+14%
减持
TSLA
TESLA INC
+$855.0K
10,749
-2%
增持
USMV
ISHARES TR
+$839.1K
78,653
+14%
减持
AGG
ISHARES TR
-$816.7K
18,374
-30%
建仓
PKST
PEAKSTONE REALTY TRUST
+$809.6K
36,817
清仓
NJAN
INNOVATOR ETFS TR
-$756.6K
0
-100%
增持
AMZN
AMAZON COM INC
+$722.6K
19,611
+7%
增持
NVDA
NVIDIA CORPORATION
+$678.5K
3,334
+6%
增持
SHOP
SHOPIFY INC
+$670.6K
19,304
+41%
增持
BIV
VANGUARD BD INDEX FDS
+$639.1K
11,793
+263%
减持
MTUM
ISHARES TR
-$607.5K
6,345
-43%
减持
SPY
SPDR S&P 500 ETF TR
+$579.7K
15,979
-1%
增持
GOOGL
ALPHABET INC
+$574.8K
23,240
+4%
减持
TFI
SPDR SER TR
-$561.6K
38,704
-23%
增持
VOO
VANGUARD INDEX FDS
+$559.1K
12,689
+2%
增持
IEF
ISHARES TR
+$516.1K
10,373
+111%
减持
ENB
ENBRIDGE INC
-$484.2K
11,372
-52%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$445.7K
9,682
+4%
减持
GBIL
GOLDMAN SACHS ETF TR
-$443.5K
3,185
-58%
增持
GOOG
ALPHABET INC
+$438.0K
16,232
+6%
清仓
POCT
INNOVATOR ETFS TR
-$412.6K
0
-100%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$401.5K
46,289
+85%
增持
MBB
ISHARES TR
+$401.0K
60,961
+9%
增持
JPM
JPMORGAN CHASE & CO
+$390.3K
9,864
+14%
减持
VO
VANGUARD INDEX FDS
+$387.8K
25,555
-0%
建仓
GNMA
ISHARES TR
+$382.6K
8,729
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$380.6K
48,185
+72%
减持
META
META PLATFORMS INC
+$379.3K
3,912
-1%
增持
OEF
ISHARES TR
+$376.7K
14,602
+1%
增持
VB
VANGUARD INDEX FDS
+$374.0K
22,775
+1%
增持
QQQ
INVESCO QQQ TR
+$364.7K
5,889
+0%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$357.4K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$348.1K
45,232
+62%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$347.4K
41,350
+64%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$337.3K
44,003
+59%
减持
VTIP
VANGUARD MALVERN FDS
-$329.1K
35,076
-15%
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$314.7K
10,018
清仓
—
ISHARES TR
-$313.2K
0
-100%
增持
HDV
ISHARES TR
+$302.0K
8,112
+63%
清仓
TIP
ISHARES TR
-$294.1K
0
-100%
清仓
MPLX
MPLX LP
-$290.6K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$289.1K
98
清仓
IJT
ISHARES TR
-$283.3K
0
-100%
建仓
COR
AMERISOURCEBERGEN CORP
+$269.8K
1,404
增持
IFRA
ISHARES TR
+$265.1K
31,211
+20%
减持
PFF
ISHARES TR
-$252.7K
168,837
-3%
清仓
KMI
KINDER MORGAN INC DEL
-$249.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$248.0K
551
减持
—
EXXON MOBIL CORP
-$242.5K
13,014
-9%
清仓
ADX
ADAMS DIVERSIFIED EQUITY FD
-$240.9K
0
-100%
减持
IJR
ISHARES TR
-$238.9K
11,726
-21%
减持
ESGE
ISHARES INC
-$235.6K
32,546
-22%
清仓
OKE
ONEOK INC NEW
-$235.6K
0
-100%
建仓
IVW
ISHARES TR
+$232.2K
3,240
增持
COST
COSTCO WHSL CORP NEW
+$230.3K
3,124
+4%
减持
T
AT&T INC
-$221.9K
12,882
-37%
建仓
PJUL
INNOVATOR ETFS TR
+$221.2K
6,395
建仓
ABBV
ABBVIE INC
+$215.5K
1,598
建仓
SHM
SPDR SER TR
+$214.2K
4,545
建仓
QSPT
FIRST TR EXCHNG TRADED FD VI
+$213.5K
9,873
增持
V
VISA INC
+$213.2K
2,221
+52%
清仓
OBDC
OWL ROCK CAPITAL CORPORATION
-$210.3K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$209.8K
92,555
+1%
清仓
D
DOMINION ENERGY INC
-$208.5K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$206.5K
6,523
+45%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$205.0K
0
-100%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$204.3K
4,275
增持
WFC
WELLS FARGO CO NEW
+$203.3K
16,361
+16%
增持
IVLU
ISHARES TR
+$203.3K
109,402
+3%
减持
PFE
PFIZER INC
-$202.6K
18,420
-13%
增持
SCHW
SCHWAB CHARLES CORP
+$201.8K
7,244
+70%
建仓
CAVA
CAVA GROUP INC
+$201.7K
4,235
建仓
IQV
IQVIA HLDGS INC
+$200.3K
905
建仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$200.0K
7,969
增持
IEMG
ISHARES INC
+$198.5K
83,371
+0%
增持
CMCSA
COMCAST CORP NEW
+$192.1K
14,854
+30%
增持
VV
VANGUARD INDEX FDS
+$186.6K
9,483
+0%
增持
ORCL
ORACLE CORP
+$185.4K
4,873
+15%
减持
VZ
VERIZON COMMUNICATIONS INC
-$177.9K
19,512
-4%
增持
NAPR
INNOVATOR ETFS TR
+$167.9K
14,057
+28%
增持
UPS
UNITED PARCEL SERVICE INC
-$167.1K
25,196
+2%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$166.4K
7,791
-46%
减持
EFV
ISHARES TR
+$165.9K
135,463
-0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$160.5K
39,976
+1%
增持
FIS
FIDELITY NATL INFORMATION SV
+$156.5K
8,334
+37%
减持
IYE
ISHARES TR
-$156.4K
10,162
-25%
增持
APD
AIR PRODS & CHEMS INC
+$155.0K
1,942
+31%
增持
—
BLACKROCK INC
+$151.0K
1,038
+15%
减持
EMGF
ISHARES INC
-$150.2K
21,550
-17%
清仓
HQL
TEKLA LIFE SCIENCES INVS
-$148.7K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$134.4K
0
-100%
减持
FALN
ISHARES TR
-$134.2K
19,392
-22%
增持
LOW
LOWES COS INC
+$129.5K
4,584
+0%
增持
DIS
DISNEY WALT CO
-$128.4K
9,703
+1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$127.7K
43,237
-2%
减持
VYM
VANGUARD WHITEHALL FDS
-$122.3K
53,201
-3%
增持
JNJ
JOHNSON & JOHNSON
+$116.6K
9,725
+5%
增持
OMC
OMNICOM GROUP INC
+$115.0K
5,008
+25%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$109.1K
5,709
+20%
清仓
HYT
BLACKROCK CORPOR HI YLD FD I
-$104.7K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$102.1K
851
+29%
减持
GOVT
ISHARES TR
-$100.5K
196,587
-0%
增持
IUSB
ISHARES TR
-$99.8K
233,574
+1%
增持
PG
PROCTER AND GAMBLE CO
+$98.5K
5,714
+13%
减持
HYG
ISHARES TR
-$96.2K
47,700
-2%
清仓
PSEC
PROSPECT CAP CORP
-$93.6K
0
-100%
减持
BAC
BANK AMERICA CORP
-$90.7K
11,101
-24%
减持
IGM
ISHARES TR
+$90.5K
1,355
-1%
减持
IBDT
ISHARES TR
-$88.7K
11,076
-23%
增持
—
MEDTRONIC PLC
+$87.0K
4,990
+16%
减持
SUB
ISHARES TR
-$86.7K
5,699
-12%
增持
SBUX
STARBUCKS CORP
+$85.3K
5,132
+24%
减持
IXN
ISHARES TR
+$81.9K
16,073
-8%
增持
DFAU
DIMENSIONAL ETF TRUST
+$81.6K
15,245
+10%
减持
F
FORD MTR CO DEL
+$79.7K
59,103
-1%
减持
SHYG
ISHARES TR
-$79.7K
6,111
-24%
减持
VLUE
ISHARES TR
-$79.7K
11,687
-9%
减持
TLT
ISHARES TR
-$75.6K
5,244
-8%
减持
IYR
ISHARES TR
-$74.7K
4,199
-20%
增持
GPC
GENUINE PARTS CO
+$74.1K
2,621
+21%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$74.1K
784
-7%
减持
DVY
ISHARES TR
-$74.1K
23,171
-0%
增持
—
SPIRIT RLTY CAP INC NEW
+$73.6K
8,009
+25%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$71.9K
11,691
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$71.7K
1,204
+11%
减持
DFUV
DIMENSIONAL ETF TRUST
+$69.6K
69,759
-1%
增持
IEFA
ISHARES TR
+$69.6K
8,793
+10%
减持
IWB
ISHARES TR
+$67.2K
4,475
-4%
增持
TLH
ISHARES TR
-$66.2K
17,069
+1%
减持
EEM
ISHARES TR
-$64.0K
17,978
-12%
增持
PMAY
INNOVATOR ETFS TR
+$62.9K
10,620
+20%
增持
KO
COCA COLA CO
+$62.3K
9,836
+14%
增持
DUK
DUKE ENERGY CORP NEW
+$60.1K
4,139
+25%
增持
HD
HOME DEPOT INC
+$58.4K
1,637
+5%
减持
IRT
INDEPENDENCE RLTY TR INC
-$58.3K
55,010
-15%
减持
WMB
WILLIAMS COS INC
-$58.2K
9,945
-23%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$52.9K
9,141
-2%
