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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 50
增持 76
减持 15
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$11.0M
168,039
+23%
减持
QUAL
ISHARES TR
-$7.3M
79,693
-33%
增持
IVE
ISHARES TR
+$6.7M
89,705
+51%
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
SPYM
SPDR SERIES TRUST
+$4.3M
367,295
+14%
增持
MSFT
MICROSOFT CORP
+$3.5M
25,325
+50%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.1M
22,588
+155%
增持
SPEM
SPDR INDEX SHS FDS
+$2.7M
218,620
+37%
增持
DYNF
BLACKROCK ETF TRUST
+$2.7M
418,852
+9%
增持
JPM
JPMORGAN CHASE & CO.
+$2.5M
18,684
+68%
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$2.5M
35,280
增持
GOOG
ALPHABET INC
+$2.4M
22,941
+17%
增持
QQQ
INVESCO QQQ TR
+$2.4M
10,498
+57%
增持
GOOGL
ALPHABET INC
+$2.4M
29,794
+5%
建仓
RBLX
ROBLOX CORP
+$2.4M
29,280
增持
AMZN
AMAZON COM INC
+$2.3M
35,990
+31%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$2.2M
43,100
+75%
增持
IEMG
ISHARES INC
+$2.1M
122,835
+32%
增持
OEF
ISHARES TR
+$2.1M
61,874
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
17,850
+15%
增持
AVGO
BROADCOM INC
+$1.8M
12,910
+58%
建仓
CAT
CATERPILLAR INC
+$1.7M
2,959
增持
PG
PROCTER AND GAMBLE CO
+$1.6M
14,170
+354%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
50,576
+20%
建仓
ENSG
ENSIGN GROUP INC
+$1.5M
8,658
增持
MTUM
ISHARES TR
+$1.4M
14,772
+64%
增持
TSLA
TESLA INC
+$1.3M
15,442
+22%
增持
IVW
ISHARES TR
+$1.3M
141,462
+6%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.3M
549,682
+12%
建仓
AIG
AMERICAN INTL GROUP INC
+$1.3M
14,833
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
12,272
+71%
建仓
VGT
VANGUARD WORLD FD
+$1.2M
1,539
增持
THRO
BLACKROCK ETF TRUST
+$1.1M
222,410
+13%
增持
MRK
MERCK & CO INC
+$1.1M
13,689
+257%
增持
BAI
BLACKROCK ETF TRUST
+$1.1M
248,993
+18%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
5,330
+187%
增持
CSCO
CISCO SYS INC
+$1.0M
25,304
+92%
建仓
VLO
VALERO ENERGY CORP
+$1.0M
6,393
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.0M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$957.6K
16,591
+64%
增持
IAU
ISHARES GOLD TR
+$937.1K
61,913
+10%
减持
EFG
ISHARES TR
-$928.3K
29,831
-21%
建仓
USB
US BANCORP DEL
+$817.1K
15,314
减持
USMV
ISHARES TR
-$803.6K
7,635
-52%
减持
LLY
ELI LILLY & CO
+$802.8K
2,631
-1%
建仓
PRK
PARK NATL CORP
+$798.9K
5,250
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$762.6K
89,221
+4%
增持
IJH
ISHARES TR
+$736.2K
14,977
+288%
建仓
COF
CAPITAL ONE FINL CORP
+$720.8K
2,974
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$702.2K
12,267
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$686.1K
15,587
+308%
建仓
XLF
SELECT SECTOR SPDR TR
+$651.3K
11,892
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$650.3K
10,970
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$638.1K
53,006
+17%
减持
IVV
ISHARES TR
+$626.2K
42,088
-0%
增持
QCOM
QUALCOMM INC
+$590.2K
5,375
+172%
建仓
VOT
VANGUARD INDEX FDS
+$570.0K
2,042
增持
MBB
ISHARES TR
+$557.6K
52,214
+13%
减持
SLV
ISHARES SILVER TR
+$557.2K
27,472
-4%
增持
DFUV
DIMENSIONAL ETF TRUST
+$550.2K
62,281
+18%
增持
—
EXXON MOBIL CORP
+$540.0K
19,518
+22%
增持
HD
HOME DEPOT INC
+$529.9K
3,556
+108%
增持
WFC
WELLS FARGO CO NEW
+$527.2K
21,111
+23%
增持
MUB
ISHARES TR
+$514.6K
27,988
+20%
增持
ITA
ISHARES TR
+$509.1K
9,783
+29%
建仓
SYSB
ISHARES TR
+$505.4K
5,631
建仓
DDFD
INNOVATOR ETFS TRUST
+$504.0K
26,316
增持
VEA
VANGUARD TAX-MANAGED FDS
+$479.6K
102,265
+4%
增持
ABBV
ABBVIE INC
+$477.3K
4,612
+85%
增持
BINC
BLACKROCK ETF TRUST II
+$474.3K
66,750
+17%
增持
V
VISA INC
+$471.1K
4,770
+36%
增持
IJR
ISHARES TR
+$464.0K
6,197
+162%
减持
MAR
MARRIOTT INTL INC NEW
+$455.7K
9,840
-1%
增持
AXP
AMERICAN EXPRESS CO
+$435.4K
6,681
+9%
增持
AMAT
APPLIED MATLS INC
+$429.8K
3,394
+57%
增持
WMT
WALMART INC
+$424.2K
17,680
+18%
建仓
RY
ROYAL BK CDA
+$424.0K
2,487
建仓
DFAC
DIMENSIONAL ETF TRUST
+$420.6K
10,624
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$420.0K
6,773
+58%
增持
SHOP
SHOPIFY INC
+$417.1K
18,437
+7%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$411.4K
2,917
建仓
XLI
SELECT SECTOR SPDR TR
+$410.6K
2,647
增持
COST
COSTCO WHSL CORP NEW
+$401.8K
5,691
+17%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$401.3K
1,874
建仓
VBR
VANGUARD INDEX FDS
+$390.5K
1,844
增持
GS
GOLDMAN SACHS GROUP INC
+$388.6K
2,141
+14%
增持
IUSB
ISHARES TR
+$385.4K
150,758
+6%
建仓
—
ASTRAZENECA PLC
+$381.2K
4,146
减持
UPS
UNITED PARCEL SERVICE INC
+$379.1K
25,209
-1%
增持
DE
DEERE & CO
+$377.4K
1,821
+77%
清仓
GBF
ISHARES TR
-$376.8K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$376.1K
30,813
+54%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$368.5K
2,582
+37%
清仓
STIP
ISHARES TR
-$368.2K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC
+$367.0K
648
建仓
VNQ
VANGUARD INDEX FDS
+$362.6K
4,097
减持
VTEB
VANGUARD MUN BD FDS
-$353.7K
20,566
-26%
建仓
BND
VANGUARD BD INDEX FDS
+$351.3K
4,743
增持
AMGN
AMGEN INC
+$349.9K
3,654
+22%
增持
ORCL
ORACLE CORP
-$349.2K
6,332
+12%
建仓
XLY
SELECT SECTOR SPDR TR
+$347.0K
2,906
增持
IGM
ISHARES TR
+$340.5K
10,016
+32%
增持
MS
MORGAN STANLEY
+$338.6K
3,724
+84%
增持
DFAS
DIMENSIONAL ETF TRUST
+$334.9K
33,804
+15%
增持
VOO
VANGUARD INDEX FDS
+$334.7K
13,608
+2%
建仓
SBRA
SABRA HEALTH CARE REIT INC
+$332.1K
17,536
减持
ETR
ENTERGY CORP NEW
-$331.4K
4,038
-47%
建仓
SFLR
INNOVATOR ETFS TRUST
+$329.4K
8,936
建仓
SYK
STRYKER CORPORATION
+$327.8K
933
减持
IYW
ISHARES TR
-$325.3K
19,848
-9%
建仓
STEN
ISHARES TR
+$319.6K
12,510
建仓
XLE
SELECT SECTOR SPDR TR
+$315.0K
7,045
清仓
ELV
ELEVANCE HEALTH INC FORMERLY
-$314.2K
0
-100%
建仓
VBK
VANGUARD INDEX FDS
+$312.7K
1,035
建仓
XLP
SELECT SECTOR SPDR TR
+$311.5K
4,010
建仓
SHEL
SHELL PLC
+$309.4K
4,211
减持
XCEM
COLUMBIA ETF TR II
-$304.9K
18,292
-34%
建仓
HFSI
HARTFORD FDS EXCHANGE TRADED
+$302.7K
8,532
建仓
AFL
AFLAC INC
+$299.6K
2,717
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$299.1K
11,756
+5%
增持
MCD
MCDONALDS CORP
+$298.2K
2,192
+79%
增持
MU
MICRON TECHNOLOGY INC
+$297.7K
2,171
+13%
建仓
KMI
KINDER MORGAN INC DEL
+$287.9K
10,474
增持
RTX
RTX CORPORATION
+$285.5K
3,564
+62%
建仓
INTU
INTUIT
+$280.5K
423
建仓
XLK
SELECT SECTOR SPDR TR
+$274.0K
1,903
减持
BDX
BECTON DICKINSON & CO
-$271.6K
2,375
-39%
增持
KO
COCA COLA CO
+$265.4K
13,479
+32%
建仓
—
LINDE PLC
+$261.5K
613
建仓
MPC
MARATHON PETE CORP
+$259.0K
1,593
增持
T
AT&T INC
+$255.8K
26,909
+84%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$248.9K
3,907
清仓
CRWV
COREWEAVE INC
-$248.1K
0
-100%
建仓
GEV
GE VERNOVA INC
+$242.7K
371
增持
BNDX
VANGUARD CHARLOTTE FDS
+$241.0K
39,811
+17%
增持
SHLD
GLOBAL X FDS
+$240.7K
43,748
+18%
增持
MA
MASTERCARD INCORPORATED
+$239.1K
1,626
+34%
减持
SCHD
SCHWAB STRATEGIC TR
-$238.9K
90,509
-9%
建仓
LPLA
LPL FINL HLDGS INC
+$236.1K
661
清仓
EIX
EDISON INTL
-$235.7K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$234.7K
1,516
清仓
—
UNILEVER PLC
-$231.9K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$230.8K
5,316
+41%
建仓
BA
BOEING CO
+$230.1K
1,060
建仓
CVS
CVS HEALTH CORP
+$229.3K
2,889
增持
XLU
SELECT SECTOR SPDR TR
+$229.1K
10,947
+301%
建仓
UL
UNILEVER PLC
+$227.6K
3,480
清仓
—
EATON CORP PLC
-$227.2K
0
-100%
清仓
FETH
FIDELITY ETHEREUM FD
-$218.7K
0
-100%
减持
EFV
ISHARES TR
+$216.6K
243,810
-4%
建仓
INTC
INTEL CORP
+$213.7K
5,792
