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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 41
增持 58
减持 33
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
EFV
ISHARES TR
+$3.7M
176,021
+46%
增持
AAPL
APPLE INC
+$3.2M
133,518
+1%
建仓
ZJUL
INNOVATOR ETFS TRUST
+$1.9M
72,587
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
SCHZ
SCHWAB STRATEGIC TR
+$1.8M
259,690
+13%
增持
IUSB
ISHARES TR
+$1.4M
209,091
+12%
减持
HEFA
ISHARES TR
-$1.1M
35,766
-47%
减持
NJUL
INNOVATOR ETFS TRUST
-$1.0M
18,218
-49%
增持
DYNF
BLACKROCK ETF TRUST
+$908.5K
308,185
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$810.4K
9,999
+7%
增持
TSLA
TESLA INC
+$786.4K
10,865
+5%
减持
QUAL
ISHARES TR
+$782.5K
104,132
-1%
建仓
ZAUG
INNOVATOR ETFS TRUST
+$755.0K
30,614
建仓
ZSEP
INNOVATOR ETFS TRUST
+$725.0K
29,150
增持
IVE
ISHARES TR
+$680.4K
40,115
+1%
清仓
FJUL
FIRST TR EXCHNG TRADED FD VI
-$654.7K
0
-100%
清仓
QJUN
FIRST TR EXCHNG TRADED FD VI
-$643.0K
0
-100%
清仓
VTIP
VANGUARD MALVERN FDS
-$636.4K
0
-100%
增持
SLV
ISHARES SILVER TR
+$620.4K
29,072
+276%
清仓
DJUL
FIRST TR EXCHNG TRADED FD VI
-$603.4K
0
-100%
清仓
NAPR
INNOVATOR ETFS TRUST
-$589.7K
0
-100%
减持
FLOT
ISHARES TR
-$504.4K
12,364
-44%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$502.1K
19,239
减持
SPYM
SPDR SER TR
+$498.9K
308,221
-3%
增持
EMXC
ISHARES INC
+$494.1K
49,889
+16%
建仓
LNG
CHENIERE ENERGY INC
+$450.9K
2,507
增持
OEF
ISHARES TR
+$441.6K
21,869
+3%
建仓
AUGU
AIM ETF PRODUCTS TRUST
+$441.3K
17,073
减持
IVV
ISHARES TR
+$440.3K
60,586
-4%
建仓
LMT
LOCKHEED MARTIN CORP
+$440.3K
753
建仓
AGI
ALAMOS GOLD INC NEW
+$437.5K
21,940
建仓
SEPU
AIM ETF PRODUCTS TRUST
+$436.6K
17,181
增持
BINC
BLACKROCK ETF TRUST II
+$424.3K
45,723
+18%
清仓
PFEB
INNOVATOR ETFS TRUST
-$423.4K
0
-100%
增持
IEV
ISHARES TR
+$415.1K
35,746
+17%
建仓
AJUL
INNOVATOR ETFS TRUST
+$407.9K
15,145
减持
VO
VANGUARD INDEX FDS
+$396.2K
24,259
-2%
建仓
WM
WASTE MGMT INC DEL
+$393.8K
1,897
建仓
RTX
RTX CORPORATION
+$393.1K
3,245
建仓
—
VIPER ENERGY INC
+$392.3K
8,696
建仓
IAU
ISHARES GOLD TR
+$381.9K
7,685
增持
GOOGL
ALPHABET INC
-$381.7K
24,693
+0%
减持
PMAR
INNOVATOR ETFS TRUST
-$377.3K
42,170
-21%
减持
IVW
ISHARES TR
+$375.2K
171,204
-1%
增持
META
META PLATFORMS INC
+$375.1K
4,293
+4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$374.5K
44,093
+6%
减持
ESGU
ISHARES TR
+$370.3K
64,986
-1%
建仓
QMMY
FIRST TR EXCHNG TRADED FD VI
+$361.4K
17,273
清仓
PMAY
INNOVATOR ETFS TRUST
-$353.9K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$345.2K
11,341
+0%
清仓
GFEB
FIRST TR EXCHNG TRADED FD VI
-$325.1K
0
-100%
建仓
BSM
BLACK STONE MINERALS L P
+$323.7K
21,437
减持
VB
VANGUARD INDEX FDS
+$319.9K
22,034
-2%
增持
NVDA
NVIDIA CORPORATION
+$314.5K
29,113
+12%
建仓
FCX
FREEPORT-MCMORAN INC
+$308.7K
6,183
减持
SCHP
SCHWAB STRATEGIC TR
-$306.6K
4,610
-57%
建仓
TXT
TEXTRON INC
+$302.3K
3,413
减持
FFEB
FIRST TR EXCHNG TRADED FD VI
-$298.2K
4,500
-59%
减持
PJUN
INNOVATOR ETFS TRUST
-$294.5K
12,822
-40%
增持
SCHD
SCHWAB STRATEGIC TR
+$287.6K
36,529
+1%
清仓
INTC
INTEL CORP
-$285.5K
0
-100%
减持
IEMG
ISHARES INC
-$282.4K
36,428
-18%
建仓
SG
SWEETGREEN INC
+$281.5K
7,940
增持
—
EXXON MOBIL CORP
+$281.1K
15,758
+16%
增持
XCEM
COLUMBIA ETF TR II
+$279.4K
154,391
+3%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$278.5K
31,789
+69%
清仓
TIP
ISHARES TR
-$277.6K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$276.0K
3,820
+4%
增持
TXN
TEXAS INSTRS INC
+$269.1K
4,992
+27%
清仓
FJUN
FIRST TR EXCHNG TRADED FD VI
-$266.4K
0
-100%
增持
IFRA
ISHARES TR
+$260.4K
47,402
+2%
清仓
DELL
DELL TECHNOLOGIES INC
-$257.8K
0
-100%
增持
CEV
EATON VANCE CALIF MUN INCOM
+$255.5K
55,454
+74%
建仓
NUE
NUCOR CORP
+$255.4K
1,699
减持
MGK
VANGUARD WORLD FD
-$254.5K
28,784
-5%
建仓
—
BLACKROCK CALIF MUN INCOME T
+$250.3K
20,700
减持
VEA
VANGUARD TAX-MANAGED FDS
+$247.9K
89,937
-1%
增持
AXP
AMERICAN EXPRESS CO
+$246.6K
5,342
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$244.9K
5,550
+41%
建仓
—
EATON VANCE CALIF MUN BD FD
+$243.2K
25,200
减持
VYM
VANGUARD WHITEHALL FDS
+$234.6K
45,080
-4%
增持
HII
HUNTINGTON INGALLS INDS INC
+$233.2K
2,125
+59%
清仓
YDEC
FIRST TR EXCHNG TRADED FD VI
-$229.9K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$228.4K
0
-100%
减持
USMV
ISHARES TR
-$227.7K
18,730
-19%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$227.7K
2,552
建仓
AEM
AGNICO EAGLE MINES LTD
+$224.5K
2,787
建仓
—
BIOHAVEN LTD
+$224.3K
4,489
建仓
FISV
FISERV INC
+$223.1K
1,242
建仓
XLU
SELECT SECTOR SPDR TR
+$220.5K
2,730
减持
SHOP
SHOPIFY INC
+$220.3K
15,960
-0%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$219.4K
2,618
增持
GOOG
ALPHABET INC
-$217.0K
16,585
+2%
建仓
EBAY
EBAY INC.
+$216.9K
3,331
建仓
—
FLEX LNG LTD
+$213.2K
8,379
建仓
NVS
NOVARTIS AG
+$212.8K
1,850
清仓
MCK
MCKESSON CORP
-$212.8K
0
-100%
建仓
ICVT
ISHARES TR
+$212.7K
2,542
减持
PFF
ISHARES TR
+$212.0K
152,113
-1%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$210.4K
1,282
建仓
SRE
SEMPRA
+$209.9K
2,509
建仓
TECK
TECK RESOURCES LTD
+$209.5K
4,011
清仓
EPC
EDGEWELL PERS CARE CO
-$205.8K
0
-100%
建仓
BTU
PEABODY ENERGY CORP
+$204.1K
7,689
清仓
TFLO
ISHARES TR
-$203.4K
0
-100%
建仓
QCOM
QUALCOMM INC
+$202.8K
1,192
建仓
IHI
ISHARES TR
+$202.4K
3,417
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$201.9K
1,456
建仓
—
EATON CORP PLC
+$200.9K
606
建仓
JKHY
HENRY JACK & ASSOC INC
+$200.0K
1,133
增持
MBB
ISHARES TR
+$197.4K
46,586
+0%
减持
DVY
ISHARES TR
+$194.7K
20,758
-4%
增持
ORCL
ORACLE CORP
+$185.8K
5,749
+2%
增持
MUB
ISHARES TR
+$183.2K
22,598
+6%
减持
EFG
ISHARES TR
+$182.0K
121,235
-4%
增持
—
BLACKROCK INC
+$179.3K
1,015
+2%
增持
WMT
WALMART INC
+$172.4K
13,186
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$172.2K
9,984
+4%
增持
ITOT
ISHARES TR
+$157.9K
6,529
+17%
减持
VDC
VANGUARD WORLD FD
+$155.6K
12,811
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$149.6K
1,445
+6%
增持
PM
PHILIP MORRIS INTL INC
+$144.4K
6,748
+1%
增持
AVGO
BROADCOM INC
+$140.6K
4,594
+1032%
增持
COWZ
PACER FDS TR
+$136.6K
18,562
+8%
减持
TLT
ISHARES TR
-$133.4K
23,305
-12%
增持
PFE
PFIZER INC
+$133.4K
22,057
+22%
清仓
—
VIRTUS CONVERTIBLE & INC 202
-$130.7K
0
-100%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$128.5K
48,359
+13%
增持
HD
HOME DEPOT INC
+$125.5K
1,563
+6%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$125.1K
47,403
+14%
增持
KJUL
INNOVATOR ETFS TRUST
+$124.8K
51,234
+4%
减持
PEP
PEPSICO INC
-$124.1K
2,183
-27%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$123.7K
50,139
+12%
增持
JNJ
JOHNSON & JOHNSON
+$122.1K
6,662
+2%
减持
DFUV
DIMENSIONAL ETF TRUST
+$120.3K
61,294
-1%
增持
LOW
LOWES COS INC
+$119.7K
2,142
+3%
增持
EIX
EDISON INTL
+$115.0K
7,049
+1%
减持
SBUX
STARBUCKS CORP
+$114.0K
6,713
-3%
减持
HYG
ISHARES TR
+$114.0K
44,491
-1%
增持
SDOG
ALPS ETF TR
+$112.7K
17,497
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$112.7K
25,225
+4%
减持
CAVA
CAVA GROUP INC
+$112.6K
4,755
-7%
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$110.5K
4,533
-37%
增持
F
FORD MTR CO
-$107.2K
56,615
+1%
减持
IXC
ISHARES TR
-$107.2K
9,741
-19%
增持
MAR
MARRIOTT INTL INC NEW
+$106.2K
8,780
+2%
增持
AMT
AMERICAN TOWER CORP NEW
+$105.7K
2,571
+2%
减持
LLY
ELI LILLY & CO
-$104.4K
2,065
-3%
增持
ETR
ENTERGY CORP NEW
+$99.4K
3,762
+2%
增持
ABBV
ABBVIE INC
+$97.8K
2,738
+6%
增持
GLD
SPDR GOLD TR
+$96.3K
1,600
+18%
