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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 43
增持 53
减持 40
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$7.1M
136,156
+1%
增持
OEF
ISHARES TR
+$6.4M
57,479
+37%
减持
EFG
ISHARES TR
-$5.6M
37,993
-57%
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
BAI
BLACKROCK ETF TRUST
+$4.1M
211,561
+96%
减持
IYW
ISHARES TR
-$4.1M
21,896
-55%
增持
SPYM
SPDR SERIES TRUST
+$3.7M
321,343
+9%
增持
DYNF
BLACKROCK ETF TRUST
+$3.0M
384,616
+6%
建仓
SHLD
GLOBAL X FDS
+$2.6M
36,927
增持
SPEM
SPDR INDEX SHS FDS
+$1.8M
160,106
+21%
建仓
PJUL
INNOVATOR ETFS TRUST
+$1.7M
38,167
减持
PMAR
INNOVATOR ETFS TRUST
-$1.6M
7,904
-83%
增持
TSLA
TESLA INC
+$1.6M
12,620
+0%
建仓
ITA
ISHARES TR
+$1.6M
7,604
减持
EFV
ISHARES TR
-$1.5M
253,484
-14%
清仓
KJUL
INNOVATOR ETFS TRUST
-$1.5M
0
-100%
减持
GOOGL
ALPHABET INC
+$1.5M
28,425
-8%
减持
IVV
ISHARES TR
+$1.4M
42,136
-2%
增持
IAU
ISHARES GOLD TR
+$1.4M
56,182
+32%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
42,262
+3%
清仓
EJUL
INNOVATOR ETFS TRUST
-$1.4M
0
-100%
减持
IJUL
INNOVATOR ETFS TRUST
-$1.2M
7,328
-84%
建仓
YJUN
FIRST TR EXCHNG TRADED FD VI
+$1.2M
47,519
建仓
NJUL
INNOVATOR ETFS TRUST
+$1.2M
16,688
减持
GOOG
ALPHABET INC
+$1.1M
19,605
-4%
减持
IVW
ISHARES TR
+$1.1M
133,856
-2%
减持
QUAL
ISHARES TR
-$1.0M
119,142
-10%
建仓
JULW
AIM ETF PRODUCTS TRUST
+$1.0M
26,852
增持
IEMG
ISHARES INC
+$1.0M
93,332
+9%
建仓
TJUL
INNOVATOR ETFS TRUST
+$1.0M
34,867
建仓
JAJL
INNOVATOR ETFS TRUST
+$1.0M
35,448
增持
AVGO
BROADCOM INC
+$956.0K
8,163
+30%
清仓
IJAN
INNOVATOR ETFS TRUST
-$925.6K
0
-100%
减持
IUSB
ISHARES TR
-$902.7K
141,959
-13%
减持
MGK
VANGUARD WORLD FD
+$804.8K
25,881
-1%
减持
IWM
ISHARES TR
-$797.9K
1,294
-75%
增持
IVE
ISHARES TR
+$784.0K
59,479
+1%
增持
BE
BLOOM ENERGY CORP
+$759.0K
12,488
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$712.9K
15,535
-0%
增持
THRO
BLACKROCK ETF TRUST
+$691.8K
196,804
+4%
增持
VOO
VANGUARD INDEX FDS
+$676.6K
13,389
+1%
增持
ESGU
ISHARES TR
+$658.5K
58,505
+1%
增持
TLH
ISHARES TR
+$594.1K
31,216
+21%
增持
SHOP
SHOPIFY INC
+$585.6K
17,164
+1%
减持
EJAN
INNOVATOR ETFS TRUST
-$571.7K
8,220
-69%
建仓
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$561.7K
51,771
增持
AMZN
AMAZON COM INC
+$535.2K
27,500
+10%
减持
SCHZ
SCHWAB STRATEGIC TR
-$474.2K
492,968
-5%
增持
JPM
JPMORGAN CHASE & CO.
+$469.7K
11,113
+6%
建仓
AVUV
AMERICAN CENTY ETF TR
+$464.4K
4,666
清仓
CAVA
CAVA GROUP INC
-$456.5K
0
-100%
增持
MSFT
MICROSOFT CORP
+$443.5K
16,927
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$438.7K
25,396
+0%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$434.1K
22,667
增持
VEA
VANGUARD TAX-MANAGED FDS
+$433.6K
98,612
+3%
增持
QQQ
INVESCO QQQ TR
+$422.5K
6,704
+3%
增持
VB
VANGUARD INDEX FDS
+$408.8K
22,132
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$349.7K
11,159
+3%
建仓
VNOM
VIPER ENERGY INC
+$335.2K
8,771
清仓
—
VIPER ENERGY INC
-$331.6K
0
-100%
建仓
IWD
ISHARES TR
+$331.0K
1,626
减持
VTEB
VANGUARD MUN BD FDS
-$321.8K
27,721
-21%
建仓
AVUS
AMERICAN CENTY ETF TR
+$320.0K
2,944
增持
JNJ
JOHNSON & JOHNSON
+$316.0K
7,169
+8%
建仓
AVDE
AMERICAN CENTY ETF TR
+$306.2K
3,881
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$297.0K
85,824
+0%
减持
IEV
ISHARES TR
-$293.8K
26,295
-17%
减持
VO
VANGUARD INDEX FDS
+$291.4K
23,281
-0%
清仓
KOCT
INNOVATOR ETFS TRUST
-$289.1K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
+$288.3K
45,877
-1%
建仓
LMT
LOCKHEED MARTIN CORP
+$287.3K
575
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$284.8K
2,642
建仓
LII
LENNOX INTL INC
+$280.6K
530
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$278.2K
4,297
+16%
减持
ANET
ARISTA NETWORKS INC
+$277.2K
6,948
-3%
增持
GS
GOLDMAN SACHS GROUP INC
+$268.9K
1,876
+8%
清仓
COIN
COINBASE GLOBAL INC
-$261.1K
0
-100%
减持
SLV
ISHARES SILVER TR
+$255.4K
28,618
-2%
建仓
CRWV
COREWEAVE INC
+$248.1K
1,813
建仓
LRCX
LAM RESEARCH CORP
+$247.6K
1,849
清仓
KMX
CARMAX INC
-$246.1K
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$240.0K
1,343
建仓
W
WAYFAIR INC
+$238.8K
2,673
建仓
C
CITIGROUP INC
+$237.7K
2,342
建仓
APP
APPLOVIN CORP
+$234.2K
326
清仓
HEFA
ISHARES TR
-$233.2K
0
-100%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$232.4K
1,495
建仓
HIMU
BLACKROCK ETF TRUST II
+$225.5K
4,584
建仓
BNY
BANK NEW YORK MELLON CORP
+$223.5K
2,051
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$219.8K
3,822
建仓
FETH
FIDELITY ETHEREUM FD
+$218.7K
5,263
建仓
SCHG
SCHWAB STRATEGIC TR
+$216.6K
6,788
建仓
AVDV
AMERICAN CENTY ETF TR
+$216.3K
2,430
建仓
ADI
ANALOG DEVICES INC
+$216.3K
880
清仓
NVO
NOVO-NORDISK A S
-$213.5K
0
-100%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$211.6K
3,635
建仓
CL
COLGATE PALMOLIVE CO
+$209.8K
2,624
建仓
MRVL
MARVELL TECHNOLOGY INC
+$209.5K
2,491
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$209.1K
2,095
建仓
PSTG
PURE STORAGE INC
+$208.8K
2,491
建仓
PFEB
INNOVATOR ETFS TRUST
+$208.1K
5,244
建仓
DBEU
DBX ETF TR
+$206.6K
4,487
建仓
BITB
BITWISE BITCOIN ETF TR
+$206.1K
3,313
清仓
TXRH
TEXAS ROADHOUSE INC
-$204.5K
0
-100%
建仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$204.3K
7,441
建仓
AUGW
AIM ETF PRODUCTS TRUST
+$203.6K
6,372
清仓
AR
ANTERO RESOURCES CORP
-$202.6K
0
-100%
减持
ORCL
ORACLE CORP
+$201.7K
5,630
-11%
建仓
NSC
NORFOLK SOUTHN CORP
+$201.3K
670
清仓
VHT
VANGUARD WORLD FD
-$200.9K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$197.8K
45,193
+4%
增持
CVX
CHEVRON CORP NEW
+$197.2K
10,116
+5%
减持
VDC
VANGUARD WORLD FD
-$193.2K
11,487
-5%
减持
SPMO
INVESCO EXCH TRADED FD TR II
+$182.4K
24,644
-1%
增持
DVY
ISHARES TR
+$179.2K
18,720
+0%
清仓
SG
SWEETGREEN INC
-$178.9K
0
-100%
增持
LLY
ELI LILLY & CO
+$171.1K
2,653
+12%
增持
IWF
ISHARES TR
+$169.9K
1,470
+20%
增持
PAUG
INNOVATOR ETFS TRUST
+$166.4K
10,266
+54%
增持
BINC
BLACKROCK ETF TRUST II
+$162.9K
57,252
+5%
增持
PEP
PEPSICO INC
+$151.8K
3,279
+40%
增持
PM
PHILIP MORRIS INTL INC
-$147.6K
7,622
+0%
增持
MBB
ISHARES TR
+$143.8K
46,393
+2%
减持
IWB
ISHARES TR
+$140.7K
6,333
-1%
增持
VTI
VANGUARD INDEX FDS
+$137.8K
3,850
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$137.7K
32,016
-1%
减持
MTUM
ISHARES TR
+$136.0K
9,032
-0%
增持
WFC
WELLS FARGO CO NEW
+$131.6K
17,183
+5%
减持
NFLX
NETFLIX INC
-$128.2K
876
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$125.1K
8,870
+1%
减持
XCEM
COLUMBIA ETF TR II
-$125.1K
27,706
-16%
增持
ZAUG
INNOVATOR ETFS TRUST
+$119.3K
29,725
+15%
增持
WMT
WALMART INC
+$117.3K
14,996
+3%
减持
VV
VANGUARD INDEX FDS
-$117.2K
5,162
-14%
增持
SIZE
ISHARES TR
+$117.1K
2,615
+33%
增持
OMC
OMNICOM GROUP INC
+$117.0K
6,905
+11%
增持
XTEN
BONDBLOXX ETF TRUST
+$115.4K
40,549
+5%
增持
BDX
BECTON DICKINSON & CO
+$113.8K
3,914
+9%
减持
EMXC
ISHARES INC
-$112.6K
10,485
-19%
减持
DIS
DISNEY WALT CO
-$112.4K
7,070
-5%
减持
CRM
SALESFORCE INC
-$110.1K
2,951
-1%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$109.5K
34,021
+7%
减持
FISV
FISERV INC
-$109.0K
2,304
-2%
减持
IXN
ISHARES TR
+$104.1K
10,277
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$100.0K
29,510
-2%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$99.8K
5,621
-1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$99.4K
15,153
+16%
减持
AMT
AMERICAN TOWER CORP NEW
-$99.2K
2,569
-4%
增持
GLD
SPDR GOLD TR
+$96.6K
1,606
+3%
减持
SUSL
ISHARES TR
+$96.2K
13,388
-1%
增持
NG
NOVAGOLD RES INC
+$95.2K
20,214
+0%
