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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 15
增持 60
减持 63
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$4.5M
54,738
-9%
减持
EFG
ISHARES TR
-$4.4M
87,401
-36%
减持
AAPL
APPLE INC
-$4.0M
132,950
-1%
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
IVE
ISHARES TR
+$3.7M
61,644
+46%
增持
OEF
ISHARES TR
+$3.3M
35,008
+62%
增持
QUAL
ISHARES TR
+$2.4M
125,986
+17%
增持
HEFA
ISHARES TR
+$2.0M
67,540
+371%
减持
IFRA
ISHARES TR
-$1.7M
11,403
-76%
减持
TLT
ISHARES TR
-$1.5M
4,904
-78%
增持
TSLA
TESLA INC
-$1.5M
11,714
+4%
建仓
XTEN
BONDBLOXX ETF TRUST
+$1.4M
31,032
增持
IAU
ISHARES GOLD TR
+$1.4M
46,048
+74%
增持
IEMG
ISHARES INC
+$1.3M
57,205
+66%
增持
TLH
ISHARES TR
+$1.2M
19,886
+136%
减持
MGK
VANGUARD WORLD FD
-$1.2M
26,905
-2%
增持
IYW
ISHARES TR
-$966.3K
52,507
+0%
减持
GOOGL
ALPHABET INC
-$953.7K
26,006
-1%
增持
DECW
AIM ETF PRODUCTS TRUST
+$884.4K
37,800
+364%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$881.1K
47,548
增持
SPYM
SPDR SER TR
-$858.2K
303,756
+1%
减持
ESGU
ISHARES TR
-$847.2K
60,165
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$774.5K
10,212
-1%
增持
MTUM
ISHARES TR
+$746.1K
8,959
+74%
减持
MUB
ISHARES TR
-$685.7K
14,924
-30%
减持
GOOG
ALPHABET INC
-$638.0K
15,985
-3%
增持
MSFT
MICROSOFT CORP
-$610.3K
14,444
+1%
减持
MBB
ISHARES TR
-$603.5K
43,521
-15%
增持
AMZN
AMAZON COM INC
-$579.4K
23,414
+2%
增持
NVDA
NVIDIA CORPORATION
-$559.8K
35,235
+8%
增持
IVW
ISHARES TR
-$559.7K
182,008
+6%
增持
DYNF
BLACKROCK ETF TRUST
+$543.8K
347,545
+9%
减持
ZJUL
INNOVATOR ETFS TRUST
-$530.3K
53,527
-26%
建仓
ILCV
ISHARES TR
+$490.2K
6,018
减持
EFV
ISHARES TR
+$489.4K
201,254
-7%
建仓
TFI
SPDR SER TR
+$481.3K
10,679
清仓
AUGU
AIM ETF PRODUCTS TRUST
-$447.1K
0
-100%
减持
DFAS
DIMENSIONAL ETF TRUST
-$446.1K
31,061
-12%
清仓
SEPU
AIM ETF PRODUCTS TRUST
-$442.8K
0
-100%
减持
IUSB
ISHARES TR
-$435.4K
171,804
-7%
增持
VB
VANGUARD INDEX FDS
-$396.8K
21,744
+0%
建仓
ANET
ARISTA NETWORKS INC
+$390.3K
5,038
增持
IWB
ISHARES TR
+$389.1K
6,478
+31%
清仓
QMMY
FIRST TR EXCHNG TRADED FD VI
-$373.4K
0
-100%
建仓
JMOM
J P MORGAN EXCHANGE TRADED F
+$344.1K
6,106
减持
SPY
SPDR S&P 500 ETF TR
-$336.0K
12,310
-0%
减持
VOO
VANGUARD INDEX FDS
-$334.4K
12,812
-0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$327.0K
546,533
+1%
建仓
HEZU
ISHARES TR
+$318.3K
8,169
增持
AVGO
BROADCOM INC
-$314.9K
5,567
+3%
建仓
PFEB
INNOVATOR ETFS TRUST
+$311.8K
8,704
增持
PM
PHILIP MORRIS INTL INC
+$298.8K
7,486
+1%
建仓
EEM
ISHARES TR
+$293.5K
6,717
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$291.0K
45,237
+45%
减持
QQQ
INVESCO QQQ TR
-$289.6K
5,300
-2%
减持
SUSL
ISHARES TR
-$288.7K
13,590
-12%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$278.8K
85,700
+16%
增持
UPS
UNITED PARCEL SERVICE INC
-$270.4K
25,453
+5%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$269.4K
5,365
增持
BIV
VANGUARD BD INDEX FDS
+$269.2K
7,298
+88%
增持
COST
COSTCO WHSL CORP NEW
+$268.1K
4,055
+4%
增持
MAR
MARRIOTT INTL INC NEW
-$266.5K
9,440
+5%
增持
IEFA
ISHARES TR
+$259.5K
10,371
+39%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$255.7K
3,030
清仓
MRVL
MARVELL TECHNOLOGY INC
-$250.3K
0
-100%
清仓
IXC
ISHARES TR
-$249.2K
0
-100%
减持
EMXC
ISHARES INC
-$247.9K
50,425
-8%
清仓
CRM
SALESFORCE INC
-$247.8K
0
-100%
减持
IJR
ISHARES TR
-$239.8K
3,434
-34%
清仓
ESGE
ISHARES INC
-$228.5K
0
-100%
增持
ITOT
ISHARES TR
+$227.9K
8,751
+34%
增持
LLY
ELI LILLY & CO
+$224.5K
2,280
+6%
减持
ORCL
ORACLE CORP
-$224.0K
5,057
-9%
增持
CVX
CHEVRON CORP NEW
+$222.3K
9,666
+0%
建仓
NVS
NOVARTIS AG
+$221.2K
1,984
清仓
SCHB
SCHWAB STRATEGIC TR
-$217.8K
0
-100%
清仓
FXL
FIRST TR EXCHANGE TRADED FD
-$216.3K
0
-100%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$213.8K
0
-100%
增持
—
EXXON MOBIL CORP
+$213.3K
16,035
+2%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$206.8K
1,072
增持
PMAR
INNOVATOR ETFS TRUST
+$205.9K
46,429
+13%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$205.1K
0
-100%
清仓
—
ISHARES TR
-$205.0K
0
-100%
建仓
QCOM
QUALCOMM INC
+$203.6K
1,325
减持
VEA
VANGUARD TAX-MANAGED FDS
+$203.2K
88,408
-1%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$201.2K
5,892
减持
VO
VANGUARD INDEX FDS
-$187.1K
23,251
-1%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$175.4K
9,522
-5%
减持
DFUV
DIMENSIONAL ETF TRUST
-$168.9K
54,759
-8%
减持
PHYS
SPROTT PHYSICAL GOLD TR
+$166.5K
42,832
-0%
增持
SHOP
SHOPIFY INC
-$165.2K
16,662
+1%
增持
EMB
ISHARES TR
+$160.9K
13,158
+14%
增持
AMGN
AMGEN INC
+$157.8K
2,951
+1%
增持
JNJ
JOHNSON & JOHNSON
+$155.8K
6,572
+2%
增持
V
VISA INC
+$153.9K
3,425
+3%
增持
VV
VANGUARD INDEX FDS
+$152.4K
6,809
+15%
减持
VLUE
ISHARES TR
-$152.0K
5,862
-20%
减持
IYE
ISHARES TR
-$144.6K
5,787
-39%
减持
BLK
BLACKROCK INC
-$142.6K
937
-7%
增持
WFC
WELLS FARGO CO NEW
+$137.7K
17,577
+10%
减持
GNMA
ISHARES TR
-$137.0K
14,285
-20%
增持
ELV
ELEVANCE HEALTH INC
+$127.7K
969
+22%
减持
BAC
BANK AMERICA CORP
-$123.8K
9,414
-20%
减持
IXN
ISHARES TR
-$122.2K
10,603
-3%
减持
PFF
ISHARES TR
-$121.4K
150,027
-0%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$119.8K
23,693
+9%
减持
IEV
ISHARES TR
+$119.2K
33,169
-5%
减持
IWF
ISHARES TR
-$103.5K
1,321
-9%
增持
AXP
AMERICAN EXPRESS CO
-$103.1K
5,499
+3%
减持
EIX
EDISON INTL
-$102.6K
4,190
-4%
增持
ABBV
ABBVIE INC
+$99.5K
2,842
+2%
增持
KKR
KKR & CO INC
-$98.3K
3,480
+3%
减持
LYG
LLOYDS BANKING GROUP PLC
+$97.5K
90,605
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$93.5K
2,635
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$93.3K
19,691
-2%
减持
KJUL
INNOVATOR ETFS TRUST
-$88.3K
50,769
-1%
增持
CAVA
CAVA GROUP INC
-$84.3K
5,440
+11%
增持
COP
CONOCOPHILLIPS
+$84.3K
2,779
+33%
减持
FNV
FRANCO NEV CORP
+$81.2K
2,440
-5%
增持
GS
GOLDMAN SACHS GROUP INC
+$81.1K
1,456
+17%
减持
KO
COCA COLA CO
+$80.8K
9,229
-1%
减持
IAUG
INNOVATOR ETFS TRUST
-$80.4K
23,021
-16%
增持
DIS
DISNEY WALT CO
-$76.2K
7,439
+2%
减持
T
AT&T INC
+$74.3K
14,043
-1%
增持
ETR
ENTERGY CORP NEW
+$74.3K
7,460
+0%
增持
VDE
VANGUARD WORLD FD
+$73.5K
5,197
+5%
减持
BKNG
BOOKING HOLDINGS INC
-$71.9K
117
-5%
增持
ABT
ABBOTT LABS
+$70.0K
3,021
+3%
减持
USMV
ISHARES TR
-$68.5K
16,624
-9%
减持
IVLU
ISHARES TR
-$68.2K
98,076
-13%
减持
—
MEDTRONIC PLC
+$65.9K
6,935
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$65.5K
8,702
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$64.4K
661
-13%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$62.4K
1,963
-0%
增持
GD
GENERAL DYNAMICS CORP
+$62.3K
1,155
+21%
减持
DVY
ISHARES TR
-$60.6K
21,299
-4%
减持
MRK
MERCK & CO INC
-$60.5K
3,359
-8%
增持
FISV
FISERV INC
+$60.1K
1,498
+14%
减持
VUG
VANGUARD INDEX FDS
-$59.9K
1,305
-2%
减持
SRE
SEMPRA
-$59.2K
3,086
-3%
减持
PJUN
INNOVATOR ETFS TRUST
-$56.5K
11,472
-11%
增持
BX
BLACKSTONE INC
-$56.3K
1,980
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$54.9K
10,512
-0%
减持
—
CHECK POINT SOFTWARE TECH LT
+$54.9K
1,336
-0%
增持
XCEM
COLUMBIA ETF TR II
+$54.4K
176,193
+1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$53.9K
44,934
-0%
减持
META
META PLATFORMS INC
-$52.2K
4,582
-0%
减持
MO
ALTRIA GROUP INC
+$50.8K
6,770
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$49.2K
1,487
+2%
减持
DUK
DUKE ENERGY CORP NEW
+$49.1K
4,866
-4%
增持
HII
HUNTINGTON INGALLS INDS INC
+$48.7K
1,286
+14%
