小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 19
增持 46
减持 70
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$7.9M
413,420
+37%
增持
IVV
ISHARES TR
+$5.0M
75,889
+4%
增持
OEF
ISHARES TR
+$4.9M
36,144
+131%
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
QUAL
ISHARES TR
+$3.4M
107,559
+14%
建仓
XCEM
COLUMBIA ETF TR II
+$3.2M
105,765
增持
SCHZ
SCHWAB STRATEGIC TR
+$3.1M
175,882
+53%
减持
IUSB
ISHARES TR
-$2.8M
155,603
-32%
减持
AAPL
APPLE INC
+$2.6M
132,731
-1%
增持
IYW
ISHARES TR
+$2.3M
47,245
+42%
减持
USMV
ISHARES TR
-$1.6M
48,346
-34%
减持
IJH
ISHARES TR
-$1.6M
1,259
-84%
清仓
XSOE
WISDOMTREE TR
-$1.5M
0
-100%
建仓
IXC
ISHARES TR
+$1.5M
37,392
建仓
EMXC
ISHARES INC
+$1.4M
24,756
增持
VTEB
VANGUARD MUN BD FDS
+$1.3M
36,389
+191%
增持
IVW
ISHARES TR
+$1.2M
55,751
+27%
减持
EFG
ISHARES TR
-$1.1M
86,650
-21%
增持
MGK
VANGUARD WORLD FD
+$1.0M
31,407
+0%
减持
MUB
ISHARES TR
-$945.8K
21,691
-33%
建仓
SHV
ISHARES TR
+$931.4K
8,457
减持
TFLO
ISHARES TR
-$906.7K
60,338
-23%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$862.5K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$798.9K
13,255
+4%
清仓
MTUM
ISHARES TR
-$746.7K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$663.1K
25,566
+1%
增持
MSFT
MICROSOFT CORP
+$653.8K
9,861
+2%
减持
SPY
SPDR S&P 500 ETF TR
+$649.1K
15,413
-1%
增持
LQD
ISHARES TR
+$610.1K
17,930
+33%
增持
VB
VANGUARD INDEX FDS
+$577.1K
22,857
+1%
减持
GOVT
ISHARES TR
-$575.9K
33,215
-45%
减持
IEMG
ISHARES INC
-$544.1K
43,350
-25%
减持
EFV
ISHARES TR
+$528.8K
200,138
-1%
增持
GNMA
ISHARES TR
+$521.6K
18,197
+168%
减持
IVLU
ISHARES TR
-$497.3K
102,485
-19%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$484.4K
94,759
+2%
增持
IFRA
ISHARES TR
+$456.4K
42,892
+23%
减持
TIP
ISHARES TR
-$445.7K
3,259
-58%
增持
SHOP
SHOPIFY INC
+$403.9K
17,307
+0%
减持
AMZN
AMAZON COM INC
+$388.4K
19,599
-4%
增持
TLT
ISHARES TR
+$384.0K
32,991
+2%
减持
MBB
ISHARES TR
-$378.9K
45,425
-13%
减持
—
EXXON MOBIL CORP
-$376.9K
12,740
-9%
减持
BIV
VANGUARD BD INDEX FDS
-$347.8K
3,120
-62%
减持
ESGU
ISHARES TR
+$345.0K
96,190
-7%
建仓
WMB
WILLIAMS COS INC
+$338.6K
9,721
减持
ESGE
ISHARES INC
-$334.1K
17,657
-41%
清仓
IYR
ISHARES TR
-$318.7K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$314.8K
6,186
-0%
增持
IWB
ISHARES TR
+$312.4K
5,883
+12%
增持
DVY
ISHARES TR
+$306.8K
22,004
+4%
增持
IYE
ISHARES TR
+$305.4K
17,002
+81%
减持
COST
COSTCO WHSL CORP NEW
+$294.5K
3,102
-0%
建仓
CAVA
CAVA GROUP INC
+$283.5K
6,595
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$275.2K
0
-100%
增持
TLH
ISHARES TR
+$274.8K
7,261
+40%
清仓
—
ISHARES TR
-$272.4K
0
-100%
清仓
—
SPIRIT RLTY CAP INC NEW
-$268.5K
0
-100%
建仓
KKR
KKR & CO INC
+$264.0K
3,187
减持
VYM
VANGUARD WHITEHALL FDS
+$259.4K
50,629
-3%
建仓
USIG
ISHARES TR
+$250.5K
4,887
减持
SUB
ISHARES TR
-$248.1K
3,905
-39%
增持
GOOGL
ALPHABET INC
+$246.3K
23,151
+1%
减持
MAR
MARRIOTT INTL INC NEW
+$243.5K
8,560
-0%
建仓
IQV
IQVIA HLDGS INC
+$242.0K
1,046
建仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$242.0K
10,454
清仓
—
NUVEEN CORPORATE INCOME 2023
-$238.5K
0
-100%
清仓
BA
BOEING CO
-$236.7K
0
-100%
建仓
AVGO
BROADCOM INC
+$236.0K
211
清仓
SHYG
ISHARES TR
-$227.5K
0
-100%
清仓
IGF
ISHARES TR
-$227.4K
0
-100%
建仓
FEZ
SPDR INDEX SHS FDS
+$227.1K
4,750
减持
JPM
JPMORGAN CHASE & CO
+$219.9K
9,727
-2%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$217.5K
3,373
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$217.2K
42,142
-0%
减持
META
META PLATFORMS INC
+$212.6K
4,050
-0%
建仓
FCAL
FIRST TR EXCH TRADED FD III
+$212.1K
4,250
清仓
—
INVESCO HIG INCM 2023 TARG T
-$211.6K
0
-100%
减持
DFAS
DIMENSIONAL ETF TRUST
+$206.8K
38,036
-3%
建仓
SOXX
ISHARES TR
+$206.2K
358
建仓
ADBE
ADOBE INC
+$204.1K
342
清仓
PWZ
INVESCO EXCH TRADED FD TR II
-$203.3K
0
-100%
建仓
—
ISHARES TR
+$202.6K
8,183
建仓
HYMB
SPDR SER TR
+$201.2K
7,954
建仓
COP
CONOCOPHILLIPS
+$200.7K
1,729
清仓
IYH
ISHARES TR
-$200.7K
0
-100%
减持
EEM
ISHARES TR
-$188.0K
5,051
-51%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$184.3K
10,085
+4%
减持
TSLA
TESLA INC
-$179.7K
10,109
-6%
减持
CVX
CHEVRON CORP NEW
-$176.3K
8,964
-0%
增持
NVDA
NVIDIA CORPORATION
+$171.9K
2,368
+3%
减持
IRT
INDEPENDENCE RLTY TR INC
-$166.2K
39,498
-28%
增持
AXP
AMERICAN EXPRESS CO
+$164.0K
4,238
+0%
减持
—
BLACKROCK INC
+$145.6K
1,012
-3%
减持
PFE
PFIZER INC
-$144.9K
22,593
-6%
增持
SCHP
SCHWAB STRATEGIC TR
+$139.9K
8,756
+39%
减持
HYG
ISHARES TR
+$137.4K
46,564
-1%
减持
VTIP
VANGUARD MALVERN FDS
-$137.2K
15,606
-16%
减持
WFC
WELLS FARGO CO NEW
+$133.2K
16,302
-0%
减持
DIS
DISNEY WALT CO
-$132.0K
7,487
-25%
减持
HON
HONEYWELL INTL INC
-$127.4K
1,155
-42%
减持
GOOG
ALPHABET INC
+$125.3K
15,816
-1%
减持
INTC
INTEL CORP
+$123.1K
9,480
-5%
减持
LAMR
LAMAR ADVERTISING CO NEW
+$119.8K
5,611
-2%
减持
AGG
ISHARES TR
-$118.3K
7,802
-18%
减持
SDOG
ALPS ETF TR
-$111.6K
24,791
-16%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$104.6K
8,900
-2%
增持
EMGF
ISHARES INC
+$103.0K
18,642
+10%
增持
LLY
ELI LILLY & CO
+$102.9K
1,660
+3%
减持
SCHD
SCHWAB STRATEGIC TR
+$102.5K
35,881
-3%
减持
PKST
PEAKSTONE REALTY TRUST
-$99.6K
21,482
-32%
减持
PFF
ISHARES TR
-$98.2K
158,176
-5%
增持
COWZ
PACER FDS TR
+$96.9K
15,068
+8%
增持
IBDT
ISHARES TR
+$95.8K
14,427
+30%
减持
SCHW
SCHWAB CHARLES CORP
+$92.7K
7,148
-2%
增持
IGM
ISHARES TR
+$92.1K
1,256
+2%
增持
VTI
VANGUARD INDEX FDS
+$86.5K
2,386
+6%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$85.5K
11,181
-3%
增持
V
VISA INC
+$84.6K
2,354
+2%
增持
BX
BLACKSTONE INC
+$83.7K
3,494
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$80.8K
1,006
+6%
减持
DFUV
DIMENSIONAL ETF TRUST
+$74.7K
61,992
-6%
减持
FNV
FRANCO NEV CORP
-$73.7K
2,961
-2%
增持
BKNG
BOOKING HOLDINGS INC
+$73.5K
112
+7%
清仓
—
HUT 8 MNG CORP
-$70.5K
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$69.9K
16,928
+3%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$67.0K
41,084
+0%
减持
HD
HOME DEPOT INC
-$62.7K
1,413
-23%
减持
VZ
VERIZON COMMUNICATIONS INC
+$60.8K
19,127
-6%
减持
EIX
EDISON INTL
+$59.6K
8,096
-1%
增持
SBUX
STARBUCKS CORP
+$58.5K
5,580
+7%
减持
OMC
OMNICOM GROUP INC
+$57.4K
5,002
-1%
减持
VV
VANGUARD INDEX FDS
-$57.2K
7,024
-14%
增持
—
MEDTRONIC PLC
+$56.7K
6,191
+7%
增持
ENB
ENBRIDGE INC
+$55.4K
15,769
+3%
增持
TJX
TJX COS INC NEW
+$54.2K
3,842
+11%
减持
LOW
LOWES COS INC
+$54.0K
4,529
-1%
减持
VDC
VANGUARD WORLD FDS
+$53.5K
13,698
-2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$53.0K
29,335
-0%
减持
MCD
MCDONALDS CORP
-$50.3K
779
-27%
减持
AMGN
AMGEN INC
+$49.5K
2,814
-1%
减持
BALL
BALL CORP
+$49.3K
6,482
-0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$48.4K
14,973
+3%
增持
GPC
GENUINE PARTS CO
+$47.3K
3,184
+17%
减持
GBF
ISHARES TR
-$47.2K
4,152
-14%
减持
TFC
TRUIST FINL CORP
+$44.5K
8,315
-9%
减持
ABT
ABBOTT LABS
+$42.2K
3,395
-1%
减持
BAC
BANK AMERICA CORP
+$41.3K
10,348
-8%
减持
VLUE
ISHARES TR
+$41.0K
9,143
-6%
减持
ITOT
ISHARES TR
+$40.5K
7,287
-5%
减持
IXN
ISHARES TR
+$40.3K
13,630
-11%
