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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 16
增持 60
减持 57
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
IVW
ISHARES TR
+$7.6M
173,088
+74%
增持
AAPL
APPLE INC
+$5.3M
132,701
+1%
增持
EFG
ISHARES TR
+$3.8M
125,796
+43%
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。
减持
EFV
ISHARES TR
-$2.4M
120,659
-25%
增持
DYNF
BLACKROCK ETF TRUST
+$2.3M
305,442
+13%
减持
IXC
ISHARES TR
-$1.8M
12,082
-78%
增持
XCEM
COLUMBIA ETF TR II
+$1.5M
149,264
+43%
减持
SPYM
SPDR SER TR
-$1.4M
317,331
-10%
增持
QUAL
ISHARES TR
+$1.4M
104,757
+5%
增持
IEMG
ISHARES INC
+$1.1M
44,344
+85%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.1M
230,184
+13%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
26,072
+993%
增持
IYW
ISHARES TR
+$1.0M
54,068
+3%
增持
GOOGL
ALPHABET INC
+$884.2K
24,579
+3%
减持
IUSB
ISHARES TR
-$818.1K
186,721
-8%
减持
SPY
SPDR S&P 500 ETF TR
-$797.7K
11,323
-15%
清仓
LQD
ISHARES TR
-$725.8K
0
-100%
减持
MGK
VANGUARD WORLD FD
+$643.9K
30,303
-2%
清仓
SHV
ISHARES TR
-$619.5K
0
-100%
增持
LLY
ELI LILLY & CO
+$560.0K
2,136
+21%
增持
COST
COSTCO WHSL CORP NEW
+$549.5K
3,660
+5%
减持
HEFA
ISHARES TR
-$541.5K
67,314
-20%
增持
MSFT
MICROSOFT CORP
+$518.2K
11,702
+4%
增持
AMZN
AMAZON COM INC
+$514.3K
21,220
+7%
增持
IVE
ISHARES TR
+$513.0K
39,718
+10%
建仓
IGEB
ISHARES TR
+$495.6K
11,172
减持
GOOG
ALPHABET INC
+$492.5K
16,301
-1%
建仓
ETR
ENTERGY CORP NEW
+$395.7K
3,698
清仓
IRT
INDEPENDENCE RLTY TR INC
-$394.2K
0
-100%
减持
TLT
ISHARES TR
-$337.1K
26,363
-10%
清仓
SUB
ISHARES TR
-$329.2K
0
-100%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$328.6K
1,334
清仓
—
BIOHAVEN LTD
-$326.2K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$321.7K
13,216
+1%
建仓
AAPR
INNOVATOR ETFS TRUST
+$316.6K
12,519
减持
VO
VANGUARD INDEX FDS
-$313.4K
24,799
-2%
清仓
LMT
LOCKHEED MARTIN CORP
-$306.7K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$303.0K
24,307
-0%
减持
USMV
ISHARES TR
-$301.2K
23,082
-14%
减持
DIS
DISNEY WALT CO
-$292.5K
6,699
-14%
减持
VYM
VANGUARD WHITEHALL FDS
-$287.5K
46,751
-3%
减持
VB
VANGUARD INDEX FDS
-$279.0K
22,504
-1%
减持
OEF
ISHARES TR
+$274.2K
21,229
-2%
清仓
PKST
PEAKSTONE REALTY TRUST
-$271.7K
0
-100%
清仓
EFA
ISHARES TR
-$268.9K
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC
+$257.8K
1,869
增持
EMXC
ISHARES INC
+$253.6K
43,153
+8%
增持
TSLA
TESLA INC
+$246.8K
10,391
+1%
建仓
WEC
WEC ENERGY GROUP INC
+$240.1K
3,060
减持
IVLU
ISHARES TR
-$237.8K
96,087
-6%
清仓
CVS
CVS HEALTH CORP
-$237.4K
0
-100%
建仓
NVO
NOVO-NORDISK A S
+$228.4K
1,600
清仓
USIG
ISHARES TR
-$221.5K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$216.5K
2,707
-34%
建仓
STXF
EA SERIES TRUST
+$213.6K
6,107
建仓
MCK
MCKESSON CORP
+$212.8K
364
清仓
SRE
SEMPRA
-$212.3K
0
-100%
清仓
ICVT
ISHARES TR
-$210.9K
0
-100%
建仓
IBIT
ISHARES BITCOIN TR
+$209.1K
6,124
建仓
EPC
EDGEWELL PERS CARE CO
+$205.8K
5,121
建仓
SLV
ISHARES SILVER TR
+$205.5K
7,735
清仓
NKE
NIKE INC
-$203.0K
0
-100%
清仓
NVS
NOVARTIS AG
-$201.6K
0
-100%
清仓
EEM
ISHARES TR
-$201.3K
0
-100%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$201.1K
896
建仓
BJUN
INNOVATOR ETFS TRUST
+$200.3K
5,125
清仓
IHI
ISHARES TR
-$200.2K
0
-100%
减持
IVV
ISHARES TR
+$190.1K
63,057
-3%
减持
DVY
ISHARES TR
-$184.2K
21,566
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$180.7K
91,089
-2%
增持
BINC
BLACKROCK ETF TRUST II
+$176.8K
38,760
+10%
建仓
FSM
FORTUNA MNG CORP
+$172.3K
35,244
减持
ESGU
ISHARES TR
-$162.2K
65,618
-6%
减持
VTEB
VANGUARD MUN BD FDS
-$158.6K
31,585
-8%
减持
PFF
ISHARES TR
-$156.3K
153,492
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$153.5K
2,532
+48%
增持
AVGO
BROADCOM INC
+$153.0K
406
+8%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$141.8K
61,180
+9%
减持
TFLO
ISHARES TR
-$137.4K
4,015
-40%
减持
JNJ
JOHNSON & JOHNSON
-$136.9K
6,551
-5%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$135.9K
1,604
-16%
清仓
—
FORTUNA SILVER MINES INC
-$131.5K
0
-100%
增持
ORCL
ORACLE CORP
+$127.7K
5,622
+6%
减持
MBB
ISHARES TR
-$118.7K
46,466
-2%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$114.7K
8,369
-6%
增持
INTC
INTEL CORP
-$114.4K
9,220
+2%
减持
GOVT
ISHARES TR
-$112.5K
20,342
-19%
增持
WMT
WALMART INC
+$111.5K
13,179
+2%
减持
EMB
ISHARES TR
-$111.5K
10,710
-9%
增持
TLH
ISHARES TR
+$105.8K
8,511
+16%
减持
DFAS
DIMENSIONAL ETF TRUST
-$99.3K
37,942
-1%
减持
HYG
ISHARES TR
-$98.2K
44,836
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$95.3K
1,767
+13%
增持
AMGN
AMGEN INC
+$94.9K
3,072
+1%
增持
PM
PHILIP MORRIS INTL INC
+$94.0K
6,659
+5%
减持
IXN
ISHARES TR
+$90.9K
11,641
-0%
增持
TXN
TEXAS INSTRS INC
+$85.7K
3,917
+1%
增持
MAR
MARRIOTT INTL INC NEW
-$84.9K
8,588
+0%
减持
SUSL
ISHARES TR
-$83.6K
15,456
-9%
减持
FIS
FIDELITY NATL INFORMATION SV
-$83.3K
2,928
-29%
增持
PJUN
INNOVATOR ETFS TRUST
+$82.9K
21,542
+9%
增持
DFUV
DIMENSIONAL ETF TRUST
-$82.6K
62,009
+1%
减持
IYE
ISHARES TR
-$82.5K
9,827
-12%
减持
BIV
VANGUARD BD INDEX FDS
-$79.9K
3,878
-21%
增持
GS
GOLDMAN SACHS GROUP INC
+$76.7K
1,104
+9%
增持
BKNG
BOOKING HOLDINGS INC
+$75.1K
127
+8%
增持
SCHD
SCHWAB STRATEGIC TR
-$74.6K
36,011
+1%
减持
META
META PLATFORMS INC
+$73.7K
4,130
-0%
建仓
NG
NOVAGOLD RES INC
+$69.9K
20,209
增持
NFLX
NETFLIX INC
+$69.8K
647
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$69.4K
9,321
+2%
减持
—
BLACKROCK INC
-$67.4K
997
-2%
增持
VTV
VANGUARD INDEX FDS
+$67.3K
3,758
+14%
减持
TIP
ISHARES TR
-$67.2K
2,600
-19%
增持
SOXX
ISHARES TR
+$67.1K
1,256
+17%
减持
—
ACCENTURE PLC IRELAND
-$67.1K
1,159
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$66.6K
18,089
-7%
增持
PMAY
INNOVATOR ETFS TRUST
+$65.4K
10,376
+17%
增持
COP
CONOCOPHILLIPS
+$62.5K
2,530
+42%
增持
IGM
ISHARES TR
+$62.1K
7,543
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$60.9K
1,366
+6%
减持
KJAN
INNOVATOR ETFS TRUST
-$60.5K
8,189
-16%
增持
LOW
LOWES COS INC
-$59.8K
2,089
+2%
减持
CVX
CHEVRON CORP NEW
-$55.2K
9,460
-3%
增持
SCHP
SCHWAB STRATEGIC TR
+$54.2K
10,648
+11%
增持
TJX
TJX COS INC NEW
+$54.0K
4,083
+5%
增持
WMB
WILLIAMS COS INC
+$52.1K
9,094
+6%
增持
IWB
ISHARES TR
+$51.8K
4,927
+0%
增持
IFRA
ISHARES TR
+$51.2K
46,677
+6%
减持
PDEC
INNOVATOR ETFS TRUST
-$50.6K
9,854
-14%
减持
GPC
GENUINE PARTS CO
-$48.9K
2,872
-0%
减持
JPM
JPMORGAN CHASE & CO.
-$48.7K
9,557
-3%
增持
ELV
ELEVANCE HEALTH INC
+$48.6K
656
+11%
减持
CSCO
CISCO SYS INC
-$48.3K
11,963
-3%
增持
BAC
BANK AMERICA CORP
+$47.9K
11,001
+7%
增持
BALL
BALL CORP
-$46.4K
6,502
+0%
增持
—
EXXON MOBIL CORP
+$46.3K
13,604
+4%
增持
CMCSA
COMCAST CORP NEW
-$45.8K
17,568
+4%
减持
VDC
VANGUARD WORLD FD
-$45.6K
13,019
-1%
增持
PEP
PEPSICO INC
+$45.3K
3,003
+17%
增持
GNMA
ISHARES TR
+$45.1K
19,638
+6%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$44.3K
42,930
-5%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$43.4K
18,802
+14%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$43.1K
44,695
-5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$43.1K
41,748
-5%
减持
VLUE
ISHARES TR
-$41.0K
7,507
-1%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$39.5K
10,688
-3%
增持
APD
AIR PRODS & CHEMS INC
+$39.4K
1,846
+2%
减持
DFAI
DIMENSIONAL ETF TRUST
-$39.2K
13,929
-7%
减持
NAPR
INNOVATOR ETFS TRUST
-$36.4K
12,380
-10%
