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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 30
增持 41
减持 57
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
OEF
ISHARES TR
-$14.4M
21,509
-65%
建仓
CORO
BLACKROCK ETF TRUST
+$12.2M
380,900
建仓
BLCR
BLACKROCK ETF TRUST
+$6.5M
157,224
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。
增持
GOVT
ISHARES TR
+$4.6M
227,028
+766%
减持
AAPL
APPLE INC
-$3.9M
164,551
-2%
减持
SPEM
SPDR INDEX SHS FDS
-$3.8M
136,927
-37%
增持
EFG
ISHARES TR
+$3.1M
58,082
+95%
增持
MSFT
MICROSOFT CORP
-$2.7M
25,692
+1%
建仓
IDEF
BLACKROCK ETF TRUST
+$2.6M
80,921
减持
EFV
ISHARES TR
-$2.6M
199,039
-18%
减持
SPYM
SPDR SERIES TRUST
-$2.1M
357,735
-3%
减持
IVE
ISHARES TR
-$2.1M
80,372
-10%
减持
IAU
ISHARES GOLD TR
-$2.0M
34,083
-45%
减持
ITA
ISHARES TR
-$1.7M
1,872
-81%
减持
DYNF
BLACKROCK ETF TRUST
-$1.6M
409,616
-2%
减持
MGK
VANGUARD WORLD FD
-$1.5M
24,079
-4%
增持
SHLD
GLOBAL X FDS
+$1.3M
58,703
+34%
减持
EMB
ISHARES TR
-$1.3M
3,252
-80%
增持
IVV
ISHARES TR
+$1.1M
45,887
+9%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.1M
16,961
-5%
增持
TSLA
TESLA INC
-$1.1M
15,613
+1%
增持
IVW
ISHARES TR
-$1.1M
144,091
+2%
增持
BE
BLOOM ENERGY CORP
+$1.0M
15,707
+24%
减持
AMZN
AMAZON COM INC
-$986.3K
35,151
-2%
减持
GOOGL
ALPHABET INC
-$970.5K
29,055
-2%
减持
—
EXXON MOBIL CORP
+$962.2K
19,516
-0%
减持
GOOG
ALPHABET INC
-$937.1K
21,829
-5%
减持
NVDA
NVIDIA CORPORATION
-$895.2K
48,952
-3%
减持
CVX
CHEVRON CORPORATION
+$867.6K
16,415
-1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$841.5K
5,770
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$831.5K
589,043
+7%
减持
SHOP
SHOPIFY INC
-$825.9K
18,057
-2%
建仓
VTIP
VANGUARD MALVERN FDS
+$806.8K
16,153
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$777.6K
46,507
建仓
IJAN
INNOVATOR ETFS TRUST
+$771.8K
21,274
减持
QUAL
ISHARES TR
-$716.1K
78,789
-1%
增持
RBLX
ROBLOX CORP
-$713.6K
29,331
+0%
建仓
LMUB
ISHARES TR
+$710.3K
14,226
增持
IUSB
ISHARES TR
+$687.6K
166,786
+11%
减持
ESGU
ISHARES TR
-$662.5K
56,353
-3%
清仓
IAUG
INNOVATOR ETFS TRUST
-$655.2K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$615.5K
18,374
-2%
减持
IYW
ISHARES TR
-$614.4K
18,460
-7%
建仓
ZJAN
INNOVATOR ETFS TRUST
+$613.0K
22,487
清仓
—
BLACKROCK CALIF MUN INCOME T
-$604.6K
0
-100%
减持
LLY
ELI LILLY & CO
-$604.6K
2,416
-8%
减持
VV
VANGUARD INDEX FDS
-$601.7K
3,479
-33%
增持
MUC
BLACKROCK MUNIHLDNGS CALI
+$595.9K
120,939
+94%
建仓
USFR
WISDOMTREE TR
+$567.9K
11,282
建仓
ELV
ELEVANCE HEALTH INC FORMERLY
+$563.8K
1,926
减持
VTI
VANGUARD INDEX FDS
-$548.0K
2,579
-37%
增持
AMLP
ALPS ETF TR
+$543.5K
15,861
+156%
减持
IEMG
ISHARES INC
-$541.5K
110,616
-10%
增持
BAI
BLACKROCK ETF TRUST
+$511.0K
267,145
+7%
减持
AVGO
BROADCOM INC
-$508.0K
12,795
-1%
减持
AXP
AMERICAN EXPRESS CO
-$505.8K
6,499
-3%
减持
QQQ
INVESCO QQQ TR
-$504.3K
10,300
-2%
减持
META
META PLATFORMS INC
-$493.8K
5,442
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$490.4K
11,308
-4%
增持
CAT
CATERPILLAR INC
+$477.2K
3,066
+4%
减持
BINC
BLACKROCK ETF TRUST II
-$454.3K
59,081
-11%
减持
IWB
ISHARES TR
-$452.3K
5,364
-15%
增持
MBB
ISHARES TR
+$425.4K
56,843
+9%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$420.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$415.7K
12,090
-1%
减持
VLO
VALERO ENERGY CORP
+$412.0K
5,880
-8%
建仓
—
ASTRAZENECA PLC
+$410.8K
2,083
减持
AMGN
AMGEN INC
-$406.3K
2,244
-39%
减持
QCOM
QUALCOMM INC
-$384.6K
4,153
-23%
清仓
—
ASTRAZENECA PLC
-$381.2K
0
-100%
建仓
SGOV
ISHARES TR
+$368.7K
3,663
清仓
ISRG
INTUITIVE SURGICAL INC
-$367.0K
0
-100%
建仓
PJAN
INNOVATOR ETFS TRUST
+$345.3K
7,486
清仓
TLT
ISHARES TR
-$344.7K
0
-100%
清仓
ADBE
ADOBE INC
-$340.9K
0
-100%
增持
LNG
CHENIERE ENERGY INC
+$306.0K
3,374
+1%
建仓
EIX
EDISON INTL
+$301.5K
4,120
增持
VOO
VANGUARD INDEX FDS
+$300.1K
14,784
+9%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$299.8K
46,274
+16%
减持
UNH
UNITEDHEALTH GROUP INC
-$295.7K
1,082
-39%
减持
WFC
WELLS FARGO & CO
-$293.1K
21,033
-0%
增持
COP
CONOCOPHILLIPS
+$291.1K
5,219
+23%
增持
ORCL
ORACLE CORP
-$287.3K
6,436
+2%
清仓
INTU
INTUIT
-$280.5K
0
-100%
减持
PG
PROCTER & GAMBLE CO
-$279.4K
12,125
-14%
减持
USB
US BANCORP
-$266.2K
10,593
-31%
减持
ZJUL
INNOVATOR ETFS TRUST
-$263.3K
36,939
-20%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$261.6K
0
-100%
减持
BKNG
BOOKING HOLDINGS INC
-$260.6K
134
-13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$258.1K
5,449
+2%
增持
THRO
BLACKROCK ETF TRUST
+$256.9K
243,871
+10%
清仓
FFEB
FIRST TR EXCHNG TRADED FD VI
-$254.8K
0
-100%
增持
VDE
VANGUARD WORLD FD
+$254.3K
5,344
+0%
清仓
—
CHECK POINT SOFTWARE TECH LT
-$247.0K
0
-100%
增持
IAGG
ISHARES TR
+$246.8K
34,856
+16%
清仓
THM
INTERNATIONAL TOWER HILL MIN
-$241.2K
0
-100%
建仓
BSMT
INVESCO EXCH TRD SLF IDX FD
+$240.6K
10,449
清仓
BJUN
INNOVATOR ETFS TRUST
-$239.5K
0
-100%
增持
CRM
SALESFORCE INC
-$239.2K
3,443
+3%
建仓
POCT
INNOVATOR ETFS TRUST
+$238.2K
5,525
减持
AIG
AMERICAN INTL GROUP INC
-$237.8K
13,703
-8%
清仓
LPLA
LPL FINL HLDGS INC
-$236.1K
0
-100%
减持
BAC
BANK AMERICA CORP
-$234.6K
8,168
-29%
建仓
BMAR
INNOVATOR ETFS TRUST
+$233.8K
4,454
建仓
—
FLEX LNG LTD
+$231.7K
7,799
建仓
PSX
PHILLIPS 66
+$230.6K
1,266
增持
MRK
MERCK & CO INC
+$230.4K
13,894
+1%
清仓
UL
UNILEVER PLC
-$227.6K
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$225.9K
2,281
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$225.4K
6,689
-1%
清仓
FISV
FISERV INC
-$223.7K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$223.2K
5,899
清仓
APP
APPLOVIN CORP
-$219.0K
0
-100%
建仓
SCHE
SCHWAB STRATEGIC TR
+$218.5K
6,632
清仓
SCHG
SCHWAB STRATEGIC TR
-$217.4K
0
-100%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$214.6K
44,931
+8%
减持
DFAS
DIMENSIONAL ETF TRUST
-$213.9K
30,103
-11%
建仓
UNP
UNION PAC CORP
+$213.4K
879
建仓
AR
ANTERO RESOURCES CORP
+$212.8K
5,014
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$211.6K
1,346
建仓
CSX
CSX CORP
+$209.9K
5,114
减持
VO
VANGUARD INDEX FDS
-$209.9K
22,607
-2%
建仓
DELL
DELL TECHNOLOGIES INC
+$208.8K
1,272
建仓
—
EATON CORP PLC
+$208.2K
582
清仓
BABA
ALIBABA GROUP HLDG LTD
-$207.8K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$206.5K
2,223
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$206.0K
1,780
+41%
清仓
VHT
VANGUARD WORLD FD
-$203.7K
0
-100%
建仓
GLW
CORNING INC
+$202.8K
1,492
增持
EJAN
INNOVATOR ETFS TRUST
+$202.7K
14,161
+72%
清仓
NKE
NIKE INC
-$202.1K
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$201.8K
17,303
-1%
清仓
MDYV
SPDR SERIES TRUST
-$200.9K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$196.9K
8,357
+19%
减持
ENSG
ENSIGN GROUP INC
+$196.1K
8,458
-2%
减持
SCHD
SCHWAB STRATEGIC TR
+$192.4K
87,192
-4%
增持
CMCSA
COMCAST CORP NEW
+$191.9K
26,302
+40%
减持
VZ
VERIZON COMMUNICATIONS INC
+$190.7K
28,800
-7%
减持
IGM
ISHARES TR
-$183.9K
9,364
-7%
增持
DE
DEERE & CO
+$182.0K
1,828
+0%
减持
COF
CAPITAL ONE FINL CORP
-$181.4K
2,957
-1%
减持
ITOT
ISHARES TR
-$178.6K
7,556
-10%
增持
MU
MICRON TECHNOLOGY INC
+$176.8K
2,357
+9%
增持
SBUX
STARBUCKS CORP
+$173.7K
7,115
+29%
增持
NNOV
INNOVATOR ETFS TRUST
+$172.9K
19,411
+51%
增持
LRCX
LAM RESEARCH CORP
+$171.5K
2,269
+24%
增持
XTEN
BONDBLOXX ETF TRUST
+$167.8K
43,451
+10%
增持
BDX
BECTON DICKINSON & CO
+$161.5K
3,959
+67%
增持
PFE
PFIZER INC
+$155.3K
20,806
+21%
减持
MAR
MARRIOTT INTL INC NEW
+$146.6K
9,782
-1%
