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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 11
增持 48
减持 72
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
TFLO
ISHARES TR
+$4.0M
77,887
减持
AAPL
APPLE INC
-$3.8M
133,876
-3%
减持
GOVT
ISHARES TR
-$3.2M
60,851
-69%
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
EFV
ISHARES TR
+$3.1M
202,296
+49%
减持
IYW
ISHARES TR
-$3.1M
33,333
-43%
减持
EFG
ISHARES TR
-$2.9M
110,109
-14%
增持
IVW
ISHARES TR
+$2.8M
43,901
+1255%
减持
QUAL
ISHARES TR
-$2.6M
94,447
-13%
增持
TLT
ISHARES TR
+$2.3M
32,452
+519%
减持
ESGU
ISHARES TR
-$2.3M
103,793
-14%
增持
SPYM
SPDR SER TR
+$2.0M
302,220
+22%
增持
IVV
ISHARES TR
+$2.0M
72,696
+13%
增持
IJH
ISHARES TR
+$1.7M
7,642
+713%
减持
IEMG
ISHARES INC
-$1.5M
57,506
-31%
减持
TFI
SPDR SER TR
-$1.5M
6,602
-83%
增持
MUB
ISHARES TR
+$1.4M
32,156
+81%
建仓
LQD
ISHARES TR
+$1.4M
13,468
减持
TLH
ISHARES TR
-$1.4M
5,192
-70%
建仓
KJUL
INNOVATOR ETFS TR
+$1.2M
49,481
增持
IJUL
INNOVATOR ETFS TR
+$1.1M
57,253
+376%
建仓
EJUL
INNOVATOR ETFS TR
+$1.1M
50,012
减持
UJUN
INNOVATOR ETFS TR
-$1.1M
21,707
-64%
减持
DAPR
FIRST TR EXCHNG TRADED FD VI
-$1.1M
17,311
-67%
减持
MBB
ISHARES TR
-$1.1M
52,393
-14%
建仓
TJUL
INNOVATOR ETFS TR
+$1.0M
41,600
清仓
IEF
ISHARES TR
-$1.0M
0
-100%
增持
PJUL
INNOVATOR ETFS TR
+$976.3K
35,533
+456%
减持
AGG
ISHARES TR
-$908.9K
9,492
-48%
建仓
TIP
ISHARES TR
+$796.1K
7,675
减持
VTIP
VANGUARD MALVERN FDS
-$777.7K
18,576
-47%
减持
UPS
UNITED PARCEL SERVICE INC
-$686.4K
25,136
-0%
减持
XSOE
WISDOMTREE TR
-$659.2K
57,623
-23%
减持
IUSB
ISHARES TR
-$625.6K
228,532
-2%
清仓
UAUG
INNOVATOR ETFS TR
-$574.9K
0
-100%
清仓
DAUG
FIRST TR EXCHNG TRADED FD VI
-$570.9K
0
-100%
减持
MGK
VANGUARD WORLD FD
-$560.0K
31,307
-1%
清仓
UDEC
INNOVATOR ETFS TR
-$559.6K
0
-100%
减持
PJAN
INNOVATOR ETFS TR
-$549.5K
15,014
-50%
减持
NVDA
NVIDIA CORPORATION
-$548.1K
2,301
-31%
减持
SPY
SPDR S&P 500 ETF TR
-$527.1K
15,620
-2%
减持
USMV
ISHARES TR
-$520.4K
73,636
-6%
减持
VO
VANGUARD INDEX FDS
-$494.4K
25,377
-1%
清仓
FALN
ISHARES TR
-$493.5K
0
-100%
建仓
GBF
ISHARES TR
+$484.1K
4,838
减持
IJR
ISHARES TR
-$466.0K
7,767
-34%
增持
TSLA
TESLA INC
-$429.7K
10,757
+0%
减持
HDV
ISHARES TR
-$392.5K
4,216
-48%
减持
SHOP
SHOPIFY INC
-$381.5K
17,304
-10%
减持
JNJ
JOHNSON & JOHNSON
-$379.6K
7,495
-23%
减持
DVY
ISHARES TR
-$379.2K
21,112
-9%
增持
IVLU
ISHARES TR
+$378.5K
126,742
+16%
减持
VV
VANGUARD INDEX FDS
-$368.4K
8,123
-14%
减持
VB
VANGUARD INDEX FDS
-$364.5K
22,737
-0%
减持
MSFT
MICROSOFT CORP
-$349.8K
9,673
-2%
建仓
GSK
GSK PLC
+$349.4K
9,638
减持
EEM
ISHARES TR
-$347.1K
10,306
-43%
清仓
PSEP
INNOVATOR ETFS TR
-$338.5K
0
-100%
增持
—
EXXON MOBIL CORP
+$331.3K
14,039
+8%
清仓
WMB
WILLIAMS COS INC
-$328.3K
0
-100%
建仓
SCHP
SCHWAB STRATEGIC TR
+$317.2K
6,282
增持
VEA
VANGUARD TAX-MANAGED FDS
-$312.2K
92,739
+0%
减持
BIV
VANGUARD BD INDEX FDS
-$302.1K
8,106
-31%
清仓
QDEC
FIRST TR EXCHNG TRADED FD VI
-$289.8K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$288.0K
3,862
-32%
减持
VYM
VANGUARD WHITEHALL FDS
-$284.8K
52,190
-2%
减持
PKST
PEAKSTONE REALTY TRUST
-$281.9K
31,714
-14%
清仓
GJAN
FIRST TR EXCHNG TRADED FD VI
-$269.9K
0
-100%
清仓
COR
AMERISOURCEBERGEN CORP
-$269.8K
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$265.1K
12,709
+0%
建仓
ELV
ELEVANCE HEALTH INC
+$234.6K
539
减持
EMGF
ISHARES INC
-$232.1K
17,018
-21%
清仓
FEZ
SPDR INDEX SHS FDS
-$222.9K
0
-100%
清仓
HYMB
SPDR SER TR
-$222.2K
0
-100%
减持
VLUE
ISHARES TR
-$220.3K
9,744
-17%
减持
SUSL
ISHARES TR
-$215.6K
19,262
-9%
减持
VDC
VANGUARD WORLD FDS
-$214.2K
14,027
-2%
清仓
SHM
SPDR SER TR
-$214.2K
0
-100%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$211.6K
0
-100%
清仓
EEMV
ISHARES INC
-$208.3K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$207.9K
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$206.8K
42,223
-2%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$205.7K
1,466
减持
IRT
INDEPENDENCE RLTY TR INC
-$203.7K
54,765
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
-$202.6K
65,628
-6%
清仓
CAVA
CAVA GROUP INC
-$201.7K
0
-100%
清仓
IQV
IQVIA HLDGS INC
-$200.3K
0
-100%
清仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
-$200.0K
0
-100%
减持
DFAS
DIMENSIONAL ETF TRUST
-$190.5K
39,262
-2%
减持
MTUM
ISHARES TR
-$182.0K
5,345
-16%
减持
ESGE
ISHARES INC
-$171.3K
29,728
-9%
增持
SCHZ
SCHWAB STRATEGIC TR
+$151.4K
114,932
+8%
增持
CVX
CHEVRON CORP NEW
+$141.5K
8,975
+0%
减持
IXN
ISHARES TR
-$137.9K
15,370
-4%
减持
PFF
ISHARES TR
-$137.2K
166,890
-1%
增持
PFE
PFIZER INC
+$134.8K
23,978
+30%
减持
F
FORD MTR CO DEL
-$127.7K
56,770
-4%
减持
HYG
ISHARES TR
-$122.7K
47,018
-1%
增持
IWB
ISHARES TR
+$118.6K
5,238
+17%
增持
OMC
OMNICOM GROUP INC
-$116.6K
5,039
+1%
减持
SCHD
SCHWAB STRATEGIC TR
-$110.0K
37,155
-1%
增持
AXP
AMERICAN EXPRESS CO
-$109.2K
4,223
+0%
减持
IEFA
ISHARES TR
-$105.4K
7,780
-12%
减持
GNMA
ISHARES TR
-$99.0K
6,788
-22%
增持
ENB
ENBRIDGE INC
+$97.8K
15,284
+34%
增持
LOW
LOWES COS INC
-$91.1K
4,590
+0%
减持
GOOGL
ALPHABET INC
+$90.8K
22,831
-2%
增持
SDOG
ALPS ETF TR
-$84.3K
29,392
+1%
减持
IGM
ISHARES TR
-$83.5K
1,232
-9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$81.8K
9,087
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$79.6K
9,742
+1%
增持
—
BLACKROCK INC
-$79.5K
1,045
+1%
增持
JPM
JPMORGAN CHASE & CO
-$78.2K
9,893
+0%
减持
GOOG
ALPHABET INC
+$73.7K
15,955
-2%
增持
TXN
TEXAS INSTRS INC
-$68.5K
2,876
+0%
增持
SUB
ISHARES TR
+$66.4K
6,415
+13%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$66.2K
29,398
+1%
减持
PLUG
PLUG POWER INC
-$64.7K
10,500
-7%
增持
WFC
WELLS FARGO CO NEW
-$62.8K
16,377
+0%
减持
HON
HONEYWELL INTL INC
-$61.5K
2,001
-3%
增持
OEF
ISHARES TR
+$59.4K
15,614
+7%
减持
PEP
PEPSICO INC
-$58.9K
1,986
-7%
减持
IHI
ISHARES TR
-$58.1K
5,685
-4%
减持
KO
COCA COLA CO
-$56.9K
9,668
-2%
减持
EIX
EDISON INTL
-$55.1K
8,204
-0%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$53.3K
11,495
-2%
减持
IYR
ISHARES TR
-$53.1K
4,079
-3%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$51.1K
55,680
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$50.1K
12,524
+14%
减持
MCD
MCDONALDS CORP
-$48.1K
1,068
-4%
减持
ITOT
ISHARES TR
-$47.9K
7,711
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$46.5K
776
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$46.4K
20,371
+4%
增持
ORCL
ORACLE CORP
-$46.3K
5,032
+3%
减持
BA
BOEING CO
-$46.1K
1,235
-7%
减持
FNV
FRANCO NEV CORP
-$45.6K
3,010
-2%
增持
CMCSA
COMCAST CORP NEW
+$45.2K
15,120
+2%
增持
IEV
ISHARES TR
-$43.7K
34,801
+5%
增持
GPC
GENUINE PARTS CO
-$43.1K
2,727
+4%
增持
COWZ
PACER FDS TR
+$42.6K
13,888
+5%
增持
SBUX
STARBUCKS CORP
-$40.7K
5,229
+2%
增持
CSCO
CISCO SYS INC
+$38.9K
12,568
+0%
增持
LGLV
SPDR SER TR
-$36.3K
5,166
+0%
增持
IFRA
ISHARES TR
+$35.2K
34,732
+11%
减持
VUG
VANGUARD INDEX FDS
-$35.0K
1,324
-3%
增持
HD
HOME DEPOT INC
+$34.9K
1,828
+12%
增持
BKNG
BOOKING HOLDINGS INC
+$34.7K
105
+7%
增持
QQQ
INVESCO QQQ TR
-$34.7K
6,192
+5%
增持
ABT
ABBOTT LABS
-$34.7K
3,423
+0%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$32.0K
45,547
-2%
增持
TJX
TJX COS INC NEW
+$31.2K
3,446
+7%
