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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 21
增持 55
减持 69
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
DYNF
BLACKROCK ETF TRUST
+$12.0M
270,205
建仓
IVE
ISHARES TR
+$6.7M
35,952
增持
IVW
ISHARES TR
+$4.2M
99,733
+79%
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
HEFA
ISHARES TR
+$2.9M
84,140
减持
AAPL
APPLE INC
-$2.9M
131,976
-1%
减持
OEF
ISHARES TR
-$2.7M
21,570
-40%
减持
TFLO
ISHARES TR
-$2.7M
6,724
-89%
减持
ESGU
ISHARES TR
-$2.1M
69,517
-28%
增持
IUSB
ISHARES TR
+$2.1M
203,152
+31%
减持
IVV
ISHARES TR
-$1.9M
65,274
-14%
建仓
BINC
BLACKROCK ETF TRUST II
+$1.8M
35,198
减持
EFV
ISHARES TR
-$1.7M
161,052
-20%
减持
USMV
ISHARES TR
-$1.5M
26,791
-45%
增持
PMAR
INNOVATOR ETFS TRUST
+$1.4M
53,598
+229%
减持
SPYM
SPDR SER TR
-$1.4M
353,164
-15%
增持
IYW
ISHARES TR
+$1.3M
52,492
+11%
减持
LQD
ISHARES TR
-$1.3M
6,664
-63%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.2M
203,377
+16%
增持
MSFT
MICROSOFT CORP
+$1.0M
11,199
+14%
增持
NVDA
NVIDIA CORPORATION
+$982.4K
2,385
+1%
减持
IEMG
ISHARES INC
-$956.2K
23,963
-45%
增持
EMXC
ISHARES INC
+$929.3K
39,969
+61%
增持
IXC
ISHARES TR
+$844.7K
53,715
+44%
减持
MGK
VANGUARD WORLD FD
+$727.1K
30,975
-1%
增持
EFG
ISHARES TR
+$723.8K
87,830
+1%
增持
TSLA
TESLA INC
-$702.6K
10,293
+2%
清仓
UJUN
INNOVATOR ETFS TR
-$652.4K
0
-100%
减持
QUAL
ISHARES TR
+$642.1K
100,203
-7%
增持
AMZN
AMAZON COM INC
+$608.6K
19,883
+1%
增持
META
META PLATFORMS INC
+$575.4K
4,137
+2%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$560.3K
8,869
清仓
DAPR
FIRST TR EXCHNG TRADED FD VI
-$560.2K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$513.3K
3,496
+13%
减持
TLT
ISHARES TR
-$505.4K
29,135
-12%
减持
VOO
VANGUARD INDEX FDS
+$498.5K
13,081
-1%
减持
LOW
LOWES COS INC
-$487.6K
2,042
-55%
增持
LLY
ELI LILLY & CO
+$406.2K
1,766
+6%
增持
AXP
AMERICAN EXPRESS CO
+$381.1K
5,161
+22%
减持
VO
VANGUARD INDEX FDS
+$369.7K
25,283
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$366.4K
13,306
-14%
增持
GOOGL
ALPHABET INC
+$358.9K
23,805
+3%
建仓
AMT
AMERICAN TOWER CORP NEW
+$338.7K
1,714
减持
SDOG
ALPS ETF TR
-$338.1K
17,287
-30%
建仓
CEV
EATON VANCE CALIF MUN INCOM
+$334.5K
31,531
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$331.7K
16,525
增持
JPM
JPMORGAN CHASE & CO
+$327.1K
9,894
+2%
建仓
—
BIOHAVEN LTD
+$326.2K
5,965
减持
SHV
ISHARES TR
-$311.9K
5,604
-34%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$311.2K
0
-100%
减持
VB
VANGUARD INDEX FDS
+$309.8K
22,686
-1%
清仓
TFI
SPDR SER TR
-$305.6K
0
-100%
增持
DIS
DISNEY WALT CO
+$281.6K
7,826
+5%
增持
V
VISA INC
+$273.3K
3,175
+35%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$269.9K
485
减持
ESGE
ISHARES INC
-$269.0K
9,219
-48%
建仓
EFA
ISHARES TR
+$268.9K
3,367
增持
GOOG
ALPHABET INC
+$268.4K
16,402
+4%
减持
UPS
UNITED PARCEL SERVICE INC
-$267.7K
24,420
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$264.3K
9,182
-9%
增持
AVGO
BROADCOM INC
+$263.0K
376
+78%
建仓
IWM
ISHARES TR
+$261.4K
1,243
建仓
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$258.7K
23,500
增持
—
EXXON MOBIL CORP
+$246.0K
13,074
+3%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$244.3K
398
建仓
GD
GENERAL DYNAMICS CORP
+$243.4K
862
清仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
-$242.0K
0
-100%
建仓
KMX
CARMAX INC
+$236.6K
2,716
增持
EMB
ISHARES TR
+$231.5K
11,811
+27%
增持
MAR
MARRIOTT INTL INC NEW
+$231.0K
8,566
+0%
减持
VTI
VANGUARD INDEX FDS
-$226.5K
1,306
-45%
减持
BX
BLACKSTONE INC
-$223.1K
1,784
-49%
增持
MRK
MERCK & CO INC
+$214.7K
3,398
+59%
增持
DVY
ISHARES TR
+$213.9K
22,676
+3%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$211.8K
1,557
建仓
ICVT
ISHARES TR
+$210.9K
2,642
减持
DFUV
DIMENSIONAL ETF TRUST
+$210.4K
61,558
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$210.2K
827
-54%
减持
IRT
INDEPENDENCE RLTY TR INC
-$210.1K
24,438
-38%
建仓
NKE
NIKE INC
+$203.0K
2,160
增持
ABBV
ABBVIE INC
+$202.8K
2,484
+54%
建仓
SCHX
SCHWAB STRATEGIC TR
+$202.5K
3,263
增持
WMT
WALMART INC
+$202.3K
12,978
+254%
建仓
NVS
NOVARTIS AG
+$201.6K
2,084
增持
CVX
CHEVRON CORP NEW
+$198.0K
9,731
+9%
减持
IYE
ISHARES TR
-$195.9K
11,219
-34%
减持
GOVT
ISHARES TR
-$193.6K
25,106
-24%
增持
TXN
TEXAS INSTRS INC
+$189.7K
3,882
+36%
增持
IFRA
ISHARES TR
+$187.6K
44,161
+3%
减持
IJR
ISHARES TR
-$183.3K
4,947
-27%
减持
FIS
FIDELITY NATL INFORMATION SV
-$180.6K
4,097
-49%
减持
VYM
VANGUARD WHITEHALL FDS
+$180.4K
48,203
-5%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$175.8K
1,919
+23%
增持
COWZ
PACER FDS TR
+$160.7K
16,246
+8%
减持
IVLU
ISHARES TR
+$157.6K
101,822
-1%
减持
PKST
PEAKSTONE REALTY TRUST
-$156.5K
16,842
-22%
减持
SUSL
ISHARES TR
+$155.8K
16,936
-0%
增持
HON
HONEYWELL INTL INC
+$148.8K
1,905
+65%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$143.4K
93,329
-2%
减持
SCHD
SCHWAB STRATEGIC TR
+$143.2K
35,654
-1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$133.6K
9,584
-15%
增持
BIV
VANGUARD BD INDEX FDS
+$132.0K
4,911
+57%
增持
PEP
PEPSICO INC
+$131.9K
2,572
+37%
减持
IWB
ISHARES TR
-$128.6K
4,910
-17%
减持
PJUL
INNOVATOR ETFS TRUST
-$125.5K
30,554
-14%
增持
MA
MASTERCARD INCORPORATED
+$123.7K
1,023
+18%
增持
ORCL
ORACLE CORP
+$122.6K
5,303
+3%
减持
PFE
PFIZER INC
-$121.1K
19,076
-16%
减持
ITOT
ISHARES TR
-$119.6K
5,613
-23%
减持
VTEB
VANGUARD MUN BD FDS
-$116.3K
34,414
-5%
增持
IJH
ISHARES TR
-$113.9K
3,870
+207%
减持
VTIP
VANGUARD MALVERN FDS
-$113.3K
13,110
-16%
减持
VV
VANGUARD INDEX FDS
-$112.3K
5,923
-16%
增持
DFAS
DIMENSIONAL ETF TRUST
+$111.2K
38,160
+0%
减持
SHOP
SHOPIFY INC
-$111.2K
16,030
-7%
增持
MBB
ISHARES TR
+$111.1K
47,443
+4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$108.7K
8,901
+0%
增持
PG
PROCTER AND GAMBLE CO
+$107.7K
4,086
+8%
减持
VLUE
ISHARES TR
-$107.2K
7,550
-17%
减持
WFC
WELLS FARGO CO NEW
+$101.6K
15,596
-4%
减持
APD
AIR PRODS & CHEMS INC
-$100.6K
1,804
-8%
减持
IHI
ISHARES TR
-$95.6K
3,417
-38%
减持
JNJ
JOHNSON & JOHNSON
-$93.9K
6,918
-9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$91.5K
19,366
+1%
减持
PJUN
INNOVATOR ETFS TRUST
-$87.0K
19,826
-14%
增持
IGM
ISHARES TR
+$86.4K
7,534
+500%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$83.9K
41,503
-2%
减持
SUB
ISHARES TR
-$82.5K
3,143
-20%
减持
EIX
EDISON INTL
-$79.0K
7,066
-13%
减持
INTC
INTEL CORP
-$76.5K
9,054
-4%
减持
CAVA
CAVA GROUP INC
+$76.3K
5,135
-22%
增持
NFLX
NETFLIX INC
+$74.7K
604
+1%
增持
VDE
VANGUARD WORLD FD
+$73.7K
5,029
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$73.7K
7,817
+9%
减持
VDC
VANGUARD WORLD FD
+$73.0K
13,171
-4%
减持
ABT
ABBOTT LABS
-$69.9K
2,673
-21%
减持
—
BITFARMS LTD
-$66.3K
78,600
-5%
减持
PFF
ISHARES TR
+$65.5K
155,103
-2%
减持
MUB
ISHARES TR
-$62.7K
21,272
-2%
减持
PM
PHILIP MORRIS INTL INC
-$61.1K
6,339
-7%
增持
F
FORD MTR CO DEL
+$61.0K
55,574
+0%
减持
ENB
ENBRIDGE INC
-$60.8K
14,018
-11%
增持
MCD
MCDONALDS CORP
+$58.1K
1,025
+32%
增持
KKR
KKR & CO INC
+$57.9K
3,201
+0%
减持
IXN
ISHARES TR
-$56.1K
11,672
-14%
减持
QQQ
INVESCO QQQ TR
+$55.6K
5,831
-6%
增持
AMGN
AMGEN INC
+$54.4K
3,042
+8%
增持
IWF
ISHARES TR
+$52.2K
1,535
+0%
减持
HD
HOME DEPOT INC
+$49.6K
1,406
-0%
增持
IEFA
ISHARES TR
+$48.0K
7,372
+4%
减持
HYG
ISHARES TR
-$46.8K
45,758
-2%
