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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 27
增持 45
减持 48
清仓 30
方向
标的
Δ市值
现股数(环比)
建仓
NVBU
AIM ETF PRODUCTS TRUST
+$2.5M
99,652
增持
AAPL
APPLE INC
+$2.4M
133,980
+0%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$2.1M
21,814
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
TSLA
TESLA INC
+$1.7M
11,292
+4%
建仓
ZNOV
INNOVATOR ETFS TRUST
+$1.6M
63,901
减持
IUSB
ISHARES TR
-$1.5M
184,782
-12%
增持
EFV
ISHARES TR
+$1.2M
216,744
+23%
清仓
PJUL
INNOVATOR ETFS TRUST
-$1.2M
0
-100%
增持
DYNF
BLACKROCK ETF TRUST
+$1.2M
320,048
+4%
清仓
TJUL
INNOVATOR ETFS TRUST
-$1.1M
0
-100%
建仓
MTUM
ISHARES TR
+$1.1M
5,146
增持
IVW
ISHARES TR
+$1.1M
171,924
+0%
建仓
BLK
BLACKROCK INC
+$1.0M
1,004
建仓
ZOCT
INNOVATOR ETFS TRUST
+$982.1K
38,881
清仓
—
BLACKROCK INC
-$964.2K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$941.9K
0
-100%
增持
AMZN
AMAZON COM INC
+$934.1K
22,946
+4%
增持
IAU
ISHARES GOLD TR
+$930.6K
26,510
+245%
增持
GOOGL
ALPHABET INC
+$879.9K
26,283
+6%
增持
NVDA
NVIDIA CORPORATION
+$843.1K
32,605
+12%
减持
NJUL
INNOVATOR ETFS TRUST
-$793.5K
5,010
-72%
建仓
OCTU
AIM ETF PRODUCTS TRUST
+$770.5K
30,421
减持
HEFA
ISHARES TR
-$768.0K
14,354
-60%
增持
MSFT
MICROSOFT CORP
+$743.4K
14,311
+16%
减持
YJUN
FIRST TR EXCHNG TRADED FD VI
-$728.4K
13,799
-69%
建仓
VCV
INVESCO CALIF VALUE MUN INCO
+$717.8K
65,608
增持
SPY
SPDR S&P 500 ETF TR
+$714.9K
12,323
+9%
建仓
BDX
BECTON DICKINSON & CO
+$714.4K
3,149
建仓
IAUG
INNOVATOR ETFS TRUST
+$664.1K
27,418
清仓
CEV
EATON VANCE CALIF MUN INCOM
-$602.8K
0
-100%
清仓
PJAN
INNOVATOR ETFS TRUST
-$554.8K
0
-100%
清仓
IGEB
ISHARES TR
-$526.3K
0
-100%
增持
SHOP
SHOPIFY INC
+$477.0K
16,515
+3%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$458.9K
89,725
-0%
增持
AVGO
BROADCOM INC
+$454.5K
5,379
+17%
增持
QUAL
ISHARES TR
+$445.5K
107,347
+3%
清仓
LMT
LOCKHEED MARTIN CORP
-$440.3K
0
-100%
清仓
WMB
WILLIAMS COS INC
-$422.7K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$418.4K
10,528
+5%
增持
—
EATON VANCE CALIF MUN BD FD
+$405.5K
70,742
+181%
建仓
ARCC
ARES CAPITAL CORP
+$403.4K
18,427
减持
IJUL
INNOVATOR ETFS TRUST
-$401.5K
46,291
-19%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$386.6K
12,303
+67%
减持
FLOT
ISHARES TR
-$378.2K
4,970
-60%
增持
VOO
VANGUARD INDEX FDS
+$371.8K
12,841
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$369.2K
24,345
-3%
减持
GOOG
ALPHABET INC
+$362.5K
16,464
-1%
减持
IVV
ISHARES TR
+$360.0K
59,977
-1%
增持
IVLU
ISHARES TR
+$350.7K
112,168
+23%
减持
HII
HUNTINGTON INGALLS INDS INC
-$348.1K
1,131
-47%
建仓
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
+$341.1K
26,989
增持
MAR
MARRIOTT INTL INC NEW
+$332.5K
9,017
+3%
建仓
NNOV
INNOVATOR ETFS TRUST
+$330.9K
12,819
减持
PFF
ISHARES TR
-$322.9K
150,502
-1%
建仓
DECU
AIM ETF PRODUCTS TRUST
+$310.1K
12,628
清仓
TXT
TEXTRON INC
-$302.3K
0
-100%
减持
TLT
ISHARES TR
-$298.7K
22,759
-2%
减持
TXN
TEXAS INSTRS INC
-$296.1K
3,920
-21%
减持
IEMG
ISHARES INC
-$294.3K
34,413
-6%
增持
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$282.5K
52,726
+119%
建仓
HYDB
ISHARES TR
+$281.4K
5,987
建仓
BE
BLOOM ENERGY CORP
+$275.1K
12,385
减持
IYW
ISHARES TR
+$271.9K
52,284
-2%
减持
IEV
ISHARES TR
-$271.7K
34,791
-3%
增持
BINC
BLACKROCK ETF TRUST II
+$268.6K
52,214
+14%
减持
EIX
EDISON INTL
-$264.4K
4,377
-38%
减持
AGG
ISHARES TR
-$259.0K
4,440
-35%
清仓
NUE
NUCOR CORP
-$255.4K
0
-100%
减持
IJAN
INNOVATOR ETFS TRUST
-$254.8K
27,061
-17%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$250.3K
2,266
清仓
—
BLACKROCK CALIF MUN INCOME T
-$250.3K
0
-100%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$249.6K
1,337
清仓
—
BNY MELLON ALCENTRA GLOBAL C
-$248.8K
0
-100%
建仓
CRM
SALESFORCE INC
+$247.8K
741
建仓
DECW
AIM ETF PRODUCTS TRUST
+$247.7K
8,143
清仓
SCHP
SCHWAB STRATEGIC TR
-$247.2K
0
-100%
建仓
SDY
SPDR SER TR
+$244.4K
1,850
减持
AMGN
AMGEN INC
-$244.0K
2,922
-6%
增持
META
META PLATFORMS INC
+$235.5K
4,600
+7%
增持
WFC
WELLS FARGO CO NEW
+$230.7K
16,004
+1%
建仓
MCK
MCKESSON CORP
+$225.9K
396
建仓
AOCT
INNOVATOR ETFS TRUST
+$225.1K
9,056
建仓
RBA
RB GLOBAL INC
+$224.4K
2,488
清仓
—
BIOHAVEN LTD
-$224.3K
0
-100%
增持
MBB
ISHARES TR
+$221.5K
51,100
+10%
清仓
SCHX
SCHWAB STRATEGIC TR
-$218.7K
0
-100%
清仓
QSPT
FIRST TR EXCHNG TRADED FD VI
-$216.5K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$216.0K
0
-100%
增持
NFLX
NETFLIX INC
+$215.1K
827
+12%
清仓
—
FLEX LNG LTD
-$213.2K
0
-100%
清仓
NVS
NOVARTIS AG
-$212.8K
0
-100%
增持
WMT
WALMART INC
+$210.7K
14,117
+7%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$210.7K
3,320
清仓
AMD
ADVANCED MICRO DEVICES INC
-$210.4K
0
-100%
清仓
TECK
TECK RESOURCES LTD
-$209.5K
0
-100%
建仓
—
UNILEVER PLC
+$209.0K
3,685
清仓
HYMB
SPDR SER TR
-$208.1K
0
-100%
清仓
FAUG
FIRST TR EXCHNG TRADED FD VI
-$207.4K
0
-100%
清仓
BTU
PEABODY ENERGY CORP
-$204.1K
0
-100%
清仓
QCOM
QUALCOMM INC
-$202.8K
0
-100%
清仓
IHI
ISHARES TR
-$202.4K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$202.2K
591
清仓
—
EATON CORP PLC
-$200.9K
0
-100%
清仓
JKHY
HENRY JACK & ASSOC INC
-$200.0K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$200.0K
23,474
-3%
减持
MGK
VANGUARD WORLD FD
+$196.4K
27,557
-4%
减持
PFE
PFIZER INC
-$196.2K
16,666
-24%
减持
MUB
ISHARES TR
-$195.5K
21,204
-6%
减持
CVX
CHEVRON CORP NEW
-$181.3K
9,629
-10%
增持
COST
COSTCO WHSL CORP NEW
+$180.8K
3,893
+2%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$178.5K
7,912
-2%
减持
OEF
ISHARES TR
+$174.9K
21,559
-1%
增持
DIS
DISNEY WALT CO
+$171.7K
7,279
+10%
增持
LLY
ELI LILLY & CO
-$171.0K
2,148
+4%
减持
VYM
VANGUARD WHITEHALL FDS
-$169.6K
43,966
-2%
增持
QQQ
INVESCO QQQ TR
+$160.5K
5,428
+1%
增持
VTI
VANGUARD INDEX FDS
+$154.4K
1,860
+37%
减持
—
EXXON MOBIL CORP
-$153.4K
15,745
-0%
减持
HYG
ISHARES TR
-$148.2K
43,540
-2%
增持
GS
GOLDMAN SACHS GROUP INC
+$147.9K
1,247
+9%
减持
JNJ
JOHNSON & JOHNSON
-$145.5K
6,459
-3%
减持
IXC
ISHARES TR
-$145.1K
6,528
-33%
增持
V
VISA INC
+$143.5K
3,311
+1%
减持
RTX
RTX CORPORATION
-$141.4K
2,175
-33%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$136.3K
26,581
-3%
增持
IVE
ISHARES TR
+$135.2K
42,145
+5%
减持
VDC
VANGUARD WORLD FD
-$133.9K
12,607
-2%
减持
AXP
AMERICAN EXPRESS CO
+$133.8K
5,332
-0%
减持
DFUV
DIMENSIONAL ETF TRUST
-$129.8K
59,275
-3%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$123.5K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
-$118.1K
2,616
+2%
增持
DVY
ISHARES TR
+$117.1K
22,247
+7%
减持
GNMA
ISHARES TR
-$113.1K
17,800
-9%
减持
GPC
GENUINE PARTS CO
-$112.8K
2,506
-14%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$109.6K
756
-7%
增持
XCEM
COLUMBIA ETF TR II
+$105.5K
173,968
+13%
减持
TLH
ISHARES TR
-$101.5K
8,424
-2%
减持
DUK
DUKE ENERGY CORP NEW
-$95.5K
5,053
-9%
增持
SCHW
SCHWAB CHARLES CORP
+$94.9K
8,311
+4%
减持
FCX
FREEPORT-MCMORAN INC
-$90.0K
5,741
-7%
增持
LNG
CHENIERE ENERGY INC
+$88.9K
2,512
+0%
减持
USMV
ISHARES TR
-$84.8K
18,307
-2%
减持
BALL
BALL CORP
-$84.1K
6,502
-0%
减持
EMGF
ISHARES INC
-$82.4K
15,204
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$81.7K
1,966
+11%
减持
OMC
OMNICOM GROUP INC
-$80.1K
4,554
-0%
增持
CSCO
CISCO SYS INC
+$80.1K
12,286
+1%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$80.0K
1,783
+11%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$76.0K
74,130
+21%
增持
BAC
BANK AMERICA CORP
+$74.3K
11,755
+5%
