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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 48
增持 57
减持 30
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
EFV
ISHARES TR
+$6.8M
294,430
+46%
建仓
THRO
BLACKROCK ETF TRUST
+$6.8M
189,973
建仓
SPEM
SPDR INDEX SHS FDS
+$5.7M
132,224
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
XCEM
COLUMBIA ETF TR II
-$4.1M
33,109
-81%
减持
IVV
ISHARES TR
-$4.0M
43,115
-21%
增持
OEF
ISHARES TR
+$3.3M
41,973
+20%
建仓
BAI
BLACKROCK ETF TRUST
+$3.1M
107,993
增持
MSFT
MICROSOFT CORP
+$2.9M
16,734
+16%
增持
DYNF
BLACKROCK ETF TRUST
+$2.8M
362,524
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$2.7M
15,596
+27%
增持
NVDA
NVIDIA CORPORATION
+$2.7M
41,198
+17%
增持
QUAL
ISHARES TR
+$2.7M
132,456
+5%
减持
HEFA
ISHARES TR
-$2.2M
6,145
-91%
增持
IEMG
ISHARES INC
+$2.0M
85,443
+49%
减持
EMXC
ISHARES INC
-$2.0M
12,994
-74%
增持
AAPL
APPLE INC
-$1.9M
134,494
+1%
减持
IVW
ISHARES TR
-$1.9M
136,599
-25%
减持
SPYM
SPDR SERIES TRUST
+$1.5M
295,064
-3%
增持
GOOGL
ALPHABET INC
+$1.4M
30,926
+19%
建仓
IAGG
ISHARES TR
+$1.4M
27,140
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.3M
31,774
+521%
减持
MGK
VANGUARD WORLD FD
+$1.3M
26,245
-2%
增持
EFG
ISHARES TR
+$1.2M
88,784
+2%
增持
GOOG
ALPHABET INC
+$1.1M
20,497
+28%
增持
QQQ
INVESCO QQQ TR
+$1.1M
6,531
+23%
增持
AMZN
AMAZON COM INC
+$1.0M
25,083
+7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$981.4K
96,040
+9%
减持
IYW
ISHARES TR
+$973.6K
48,178
-8%
增持
TSLA
TESLA INC
+$967.0K
12,601
+8%
增持
META
META PLATFORMS INC
+$966.1K
4,887
+7%
增持
VOO
VANGUARD INDEX FDS
+$938.4K
13,243
+3%
增持
MUB
ISHARES TR
+$902.9K
23,703
+59%
增持
IWM
ISHARES TR
+$853.0K
5,148
+298%
建仓
EFA
ISHARES TR
+$841.8K
9,417
建仓
CRM
SALESFORCE INC
+$809.6K
2,969
建仓
TJAN
INNOVATOR ETFS TRUST
+$806.3K
30,599
增持
AVGO
BROADCOM INC
+$805.1K
6,302
+13%
增持
COST
COSTCO WHSL CORP NEW
+$722.2K
4,604
+14%
建仓
ZAPR
INNOVATOR ETFS TRUST
+$694.9K
27,741
增持
ORCL
ORACLE CORP
+$674.6K
6,320
+25%
清仓
—
EATON VANCE CALIF MUN BD FD
-$664.6K
0
-100%
减持
SCHZ
SCHWAB STRATEGIC TR
-$613.6K
518,250
-5%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$608.7K
24,904
+5%
建仓
MAXJ
ISHARES TR
+$600.1K
21,814
增持
VTI
VANGUARD INDEX FDS
+$598.6K
3,704
+93%
建仓
MAYW
AIM ETF PRODUCTS TRUST
+$589.1K
18,314
建仓
—
BLACKROCK CALIF MUN INCOME T
+$586.2K
54,227
清仓
AHR
AMERICAN HEALTHCARE REIT INC
-$582.9K
0
-100%
清仓
MUC
BLACKROCK MUNIHLDNGS CALI QL
-$570.2K
0
-100%
增持
TLH
ISHARES TR
+$557.7K
25,796
+30%
建仓
DE
DEERE & CO
+$542.3K
1,066
增持
VO
VANGUARD INDEX FDS
+$534.2K
23,397
+1%
建仓
CEV
EATON VANCE CALIF MUN INCOM
+$530.8K
54,810
减持
ESGU
ISHARES TR
+$525.1K
58,092
-3%
增持
VYM
VANGUARD WHITEHALL FDS
+$523.5K
46,343
+6%
清仓
ILCV
ISHARES TR
-$490.2K
0
-100%
清仓
TFI
SPDR SER TR
-$481.3K
0
-100%
建仓
APRW
AIM ETF PRODUCTS TRUST
+$478.3K
14,336
增持
AXP
AMERICAN EXPRESS CO
+$468.3K
6,106
+11%
建仓
LCTU
BLACKROCK ETF TRUST
+$464.9K
6,911
减持
JPM
JPMORGAN CHASE & CO.
+$457.2K
10,471
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$429.3K
1,730
+19%
增持
IVLU
ISHARES TR
+$425.4K
103,317
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$420.0K
104,202
-8%
增持
NFLX
NETFLIX INC
+$412.0K
880
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$408.3K
32,286
+23%
建仓
AMAT
APPLIED MATLS INC
+$401.5K
2,193
增持
VB
VANGUARD INDEX FDS
+$397.0K
22,022
+1%
减持
IUSB
ISHARES TR
-$383.1K
162,959
-5%
减持
DVY
ISHARES TR
-$379.3K
18,680
-12%
增持
SHOP
SHOPIFY INC
+$374.2K
17,036
+2%
建仓
STIP
ISHARES TR
+$369.8K
3,593
增持
MTUM
ISHARES TR
+$369.4K
9,073
+1%
增持
EEM
ISHARES TR
+$363.0K
13,609
+103%
建仓
MARW
AIM ETF PRODUCTS TRUST
+$359.8K
11,059
增持
ANET
ARISTA NETWORKS INC
+$344.9K
7,186
+43%
清仓
XNCMX
NUVEEN CALIFORNIA AMT QLT MU
-$343.8K
0
-100%
建仓
ZFEB
INNOVATOR ETFS TRUST
+$331.0K
13,574
增持
XTEN
BONDBLOXX ETF TRUST
+$330.3K
38,462
+24%
清仓
HEZU
ISHARES TR
-$318.3K
0
-100%
清仓
HYDB
ISHARES TR
-$314.9K
0
-100%
清仓
PFEB
INNOVATOR ETFS TRUST
-$311.8K
0
-100%
清仓
YJUN
FIRST TR EXCHNG TRADED FD VI
-$307.4K
0
-100%
建仓
DSI
ISHARES TR
+$299.4K
2,578
建仓
USXF
ISHARES TR
+$297.7K
5,520
建仓
SYY
SYSCO CORP
+$294.4K
3,887
清仓
NJUL
INNOVATOR ETFS TRUST
-$292.0K
0
-100%
建仓
ESGE
ISHARES INC
+$285.9K
7,300
清仓
IYE
ISHARES TR
-$285.3K
0
-100%
建仓
ADSK
AUTODESK INC
+$279.5K
903
减持
MAR
MARRIOTT INTL INC NEW
+$270.5K
9,221
-2%
建仓
SCHB
SCHWAB STRATEGIC TR
+$266.3K
11,175
建仓
PAPR
INNOVATOR ETFS TRUST
+$265.2K
7,112
建仓
COIN
COINBASE GLOBAL INC
+$261.1K
745
建仓
MS
MORGAN STANLEY
+$261.0K
1,853
建仓
MART
AIM ETF PRODUCTS TRUST
+$258.5K
7,198
建仓
GE
GE AEROSPACE
+$257.9K
1,002
建仓
QCJA
FIRST TR EXCHNG TRADED FD VI
+$256.8K
12,444
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$254.2K
15,561
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$249.9K
3,709
+22%
减持
IVE
ISHARES TR
-$249.1K
58,843
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$245.2K
1,416
+114%
减持
CVX
CHEVRON CORP NEW
-$243.2K
9,594
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$242.7K
1,578
+12%
建仓
SCHF
SCHWAB STRATEGIC TR
+$240.6K
10,888
减持
UPS
UNITED PARCEL SERVICE INC
-$239.5K
25,362
-0%
清仓
KJAN
INNOVATOR ETFS TRUST
-$232.7K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$230.7K
1,872
建仓
FXL
FIRST TR EXCHANGE TRADED FD
+$229.1K
1,456
建仓
MLM
MARTIN MARIETTA MATLS INC
+$229.0K
417
清仓
FLOT
ISHARES TR
-$228.4K
0
-100%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$228.2K
910
建仓
PGR
PROGRESSIVE CORP
+$225.8K
846
建仓
ITW
ILLINOIS TOOL WKS INC
+$225.4K
912
建仓
—
EATON CORP PLC
+$216.7K
607
建仓
IWP
ISHARES TR
+$216.1K
1,558
建仓
NVO
NOVO-NORDISK A S
+$213.5K
3,093
建仓
ES
EVERSOURCE ENERGY
+$211.0K
3,316
建仓
NUE
NUCOR CORP
+$206.6K
1,595
建仓
SEPU
AIM ETF PRODUCTS TRUST
+$206.5K
7,726
建仓
SCHX
SCHWAB STRATEGIC TR
+$204.5K
8,369
建仓
TXRH
TEXAS ROADHOUSE INC
+$204.5K
1,091
建仓
AR
ANTERO RESOURCES CORP
+$202.6K
5,030
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$201.2K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$195.6K
7,598
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$195.3K
2,301
+17%
增持
MBB
ISHARES TR
+$189.1K
45,484
+5%
减持
DIS
DISNEY WALT CO
+$187.7K
7,434
-0%
减持
IWB
ISHARES TR
+$186.9K
6,402
-1%
增持
WMT
WALMART INC
+$186.2K
14,606
+3%
减持
ZSEP
INNOVATOR ETFS TRUST
-$182.3K
21,028
-28%
减持
—
EXXON MOBIL CORP
-$179.8K
16,022
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$178.3K
10,829
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$177.0K
1,855
+25%
减持
SUSL
ISHARES TR
+$168.7K
13,574
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$166.7K
34,873
+12%
减持
IGM
ISHARES TR
+$156.6K
8,103
-3%
增持
BKNG
BOOKING HOLDINGS INC
+$156.1K
120
+3%
减持
IXN
ISHARES TR
+$153.5K
10,359
-2%
减持
IJR
ISHARES TR
-$144.0K
1,968
-43%
减持
TLT
ISHARES TR
-$143.4K
3,433
-30%
减持
GNMA
ISHARES TR
-$140.1K
11,082
-22%
增持
BLK
BLACKROCK INC
+$138.1K
977
+4%
减持
ZJUL
INNOVATOR ETFS TRUST
-$136.5K
46,006
-14%
增持
SCHW
SCHWAB CHARLES CORP
+$134.1K
8,602
+3%
增持
EMB
ISHARES TR
+$128.0K
14,252
+8%
增持
BINC
BLACKROCK ETF TRUST II
+$127.5K
54,602
+4%
减持
PFF
ISHARES TR
-$127.0K
146,131
-3%
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$117.7K
15,487
增持
SOXX
ISHARES TR
+$113.5K
1,822
+7%
