Cypress Wealth Services, LLC
PALM DESERT CA · SEC CIK 0001721527
$8.15亿2026Q2 申报市值
436持仓数
32.2%前十大占比 · 第一大 5.8%
49 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYM 加仓+$1,563.13万
IVV 加仓+$1,056.30万
CORO 加仓+$473.01万
IALT 新建仓+$445.25万
EFG 加仓+$337.10万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$878.08万
EFV 减仓-$856.25万
IVE 减仓-$312.55万
THRO 减仓-$300.46万
IEMG 减仓-$232.89万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -34,856 | -100.0% | -$174.42万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -7,115 | -100.0% | -$63.74万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -6,596 | -100.0% | -$38.99万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -2,867 | -100.0% | -$29.44万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -530 | -100.0% | -$26.27万 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -2,502 | -100.0% | -$25.47万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | -5,014 | -100.0% | -$21.28万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -876 | -100.0% | -$20.97万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,223 | -100.0% | -$20.65万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -2,673 | -100.0% | -$20.10万 | 清仓 |
| — | FIRST FNDTN INC | $0 | 0.00% | 0 | -16,283 | -100.0% | -$9.61万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -23,750 | -100.0% | -$4.63万 | 清仓 |
| MDT | MEDTRONIC PLC 看涨期权 | $7,823 | 0.00% | 100 | 100 | — | $7,823 | 新建仓 |
| URG | UR-ENERGY INC | $1.40万 | 0.00% | 10,282 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. 看涨期权 | $1.43万 | 0.00% | 200 | 200 | — | $1.43万 | 新建仓 |
| AG | FIRST MAJESTIC SILVER CORP 看涨期权 | $1.70万 | 0.00% | 1,000 | 1,000 | — | $1.70万 | 新建仓 |
| CRWV | COREWEAVE INC 看跌期权 | $1.99万 | 0.00% | 200 | 200 | — | $1.99万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $2.48万 | 0.00% | 17,200 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $2.89万 | 0.00% | 10,648 | 0 | 0.0% | — | 不变 |
| — | AMERICAN RES CORP | $2.90万 | 0.00% | 13,467 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR 看涨期权 | $3.00万 | 0.00% | 100 | 100 | — | $3.00万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR 看涨期权 | $3.22万 | 0.00% | 600 | 600 | — | $3.22万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND 看涨期权 | $3.73万 | 0.00% | 300 | 300 | — | $3.73万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP 看跌期权 | $5.13万 | 0.01% | 300 | 300 | — | $5.13万 | 新建仓 |
| NG | NOVAGOLD RESOURCES INC | $6.10万 | 0.01% | 10,214 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR 看跌期权 | $7.36万 | 0.01% | 100 | 100 | — | $7.36万 | 新建仓 |
| TMQ | TRILOGY METALS INC NEW | $7.41万 | 0.01% | 21,100 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD | $7.51万 | 0.01% | 15,590 | 500 | 3.3% | $2,410 | 加仓 |
| IBRX | IMMUNITYBIO INC | $9.63万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| FSM | FORTUNA MNG CORP | $11.65万 | 0.01% | 13,786 | -725 | -5.0% | -$6,126 | 减仓 |
| SVM | SILVERCORP METALS INC | $13.49万 | 0.02% | 13,360 | -702 | -5.0% | -$7,090 | 减仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $13.76万 | 0.02% | 23,975 | 23,975 | — | $13.76万 | 新建仓 |
| HD | HOME DEPOT INC 看涨期权 | $14.11万 | 0.02% | 400 | 400 | — | $14.11万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $14.54万 | 0.02% | 15,487 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $17.02万 | 0.02% | 10,034 | -500 | -4.7% | -$8,480 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $20.00万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $20.21万 | 0.02% | 6,775 | 6,775 | — | $20.21万 | 新建仓 |
| EVUS | ISHARES TR | $20.25万 | 0.02% | 5,767 | 5,767 | — | $20.25万 | 新建仓 |
| SNDK | SANDISK CORP | $20.33万 | 0.02% | 89 | 89 | — | $20.33万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $20.42万 | 0.03% | 703 | -25 | -3.4% | -$7,261 | 减仓 |
| VHT | VANGUARD WORLD FD | $20.44万 | 0.03% | 684 | -24 | -3.4% | -$7,173 | 重新持有 |
| DIVO | AMPLIFY ETF TR | $20.46万 | 0.03% | 4,478 | 4,478 | — | $20.46万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.58万 | 0.03% | 967 | 967 | — | $20.58万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $21.19万 | 0.03% | 6,231 | -987 | -13.7% | -$3.36万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.22万 | 0.03% | 6,691 | 6,691 | — | $21.22万 | 新建仓 |
| IBDS | ISHARES TR | $21.48万 | 0.03% | 8,867 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $21.69万 | 0.03% | 5,900 | 1 | 0.0% | $37 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $21.69万 | 0.03% | 6,372 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $21.71万 | 0.03% | 2,369 | 2,369 | — | $21.71万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.81万 | 0.03% | 2,687 | 10 | 0.4% | $812 | 加仓 |
| FLNG | FLEX LNG LTD | $21.88万 | 0.03% | 7,799 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $21.99万 | 0.03% | 6,499 | -167 | -2.5% | -$5,651 | 重新持有 |
| FCAL | FIRST TR EXCH TRADED FD III | $22.18万 | 0.03% | 4,467 | 39 | 0.9% | $1,936 | 加仓 |
| PSX | PHILLIPS 66 | $22.22万 | 0.03% | 1,314 | 48 | 3.8% | $8,117 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $22.26万 | 0.03% | 970 | 970 | — | $22.26万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $22.43万 | 0.03% | 2,389 | 6 | 0.3% | $563 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $22.58万 | 0.03% | 5,244 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $22.67万 | 0.03% | 1,429 | -87 | -5.7% | -$1.38万 | 减仓 |
| IBDR | ISHARES TR | $22.77万 | 0.03% | 9,399 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $22.79万 | 0.03% | 3,679 | 3,679 | — | $22.79万 | 新建仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $23.27万 | 0.03% | 7,720 | 101 | 1.3% | $3,044 | 加仓 |
| UNP | UNION PAC CORP | $23.37万 | 0.03% | 859 | -20 | -2.3% | -$5,441 | 减仓 |
| ES | EVERSOURCE ENERGY | $23.48万 | 0.03% | 3,250 | -55 | -1.7% | -$3,974 | 减仓 |
| BX | BLACKSTONE INC | $23.54万 | 0.03% | 2,000 | -58 | -2.8% | -$6,825 | 减仓 |
| ETN | EATON CORP PLC | $23.95万 | 0.03% | 562 | -20 | -3.4% | -$8,522 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $23.96万 | 0.03% | 6,607 | -25 | -0.4% | -$907 | 减仓 |
| CSX | CSX CORP | $23.98万 | 0.03% | 5,045 | -69 | -1.3% | -$3,280 | 减仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $24.00万 | 0.03% | 7,726 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $24.15万 | 0.03% | 728 | -65 | -8.2% | -$2.16万 | 减仓 |
| OKTA | OKTA INC | $24.17万 | 0.03% | 1,771 | 1,771 | — | $24.17万 | 新建仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $24.48万 | 0.03% | 10,628 | 179 | 1.7% | $4,122 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.69万 | 0.03% | 8,389 | 4 | 0.0% | $118 | 加仓 |
| FNV | FRANCO NEV CORP | $24.70万 | 0.03% | 1,185 | -58 | -4.7% | -$1.21万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.77万 | 0.03% | 9,056 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $24.92万 | 0.03% | 1,629 | 1,629 | — | $24.92万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $24.93万 | 0.03% | 842 | 842 | — | $24.93万 | 新建仓 |
| DBEU | DBX ETF TR | $25.11万 | 0.03% | 4,653 | 112 | 2.5% | $6,043 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.17万 | 0.03% | 9,501 | 9,501 | — | $25.17万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $25.38万 | 0.03% | 838 | -234 | -21.8% | -$7.09万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $25.64万 | 0.03% | 5,525 | 0 | 0.0% | — | 不变 |
| BMAR | INNOVATOR ETFS TRUST | $25.67万 | 0.03% | 4,454 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $25.73万 | 0.03% | 5,122 | -11,031 | -68.3% | -$55.41万 | 减仓 |
| ASML | ASML HLDG NV | $25.86万 | 0.03% | 130 | 130 | — | $25.86万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $26.33万 | 0.03% | 743 | -86 | -10.4% | -$3.05万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $26.36万 | 0.03% | 7,328 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $27.02万 | 0.03% | 1,248 | 42 | 3.5% | $9,092 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $27.08万 | 0.03% | 9,777 | -113 | -1.1% | -$3,130 | 减仓 |
| AFL | AFLAC INC | $27.24万 | 0.03% | 2,323 | -442 | -16.0% | -$5.18万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $27.47万 | 0.03% | 19,662 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $27.61万 | 0.03% | 2,243 | 897 | 66.6% | $11.04万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $27.68万 | 0.03% | 9,557 | -537 | -5.3% | -$1.56万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $27.70万 | 0.03% | 1,253 | 1,253 | — | $27.70万 | 新建仓 |
| HON | HONEYWELL INTL INC | $28.05万 | 0.03% | 1,253 | -1,461 | -53.8% | -$32.71万 | 减仓 |
| AGG | ISHARES TR | $28.28万 | 0.03% | 2,857 | -96 | -3.3% | -$9,502 | 减仓 |
| KLAC | KLA CORP | $28.47万 | 0.03% | 944 | 944 | — | $28.47万 | 新建仓 |
| MCK | MCKESSON CORP | $28.79万 | 0.04% | 381 | -81 | -17.5% | -$6.12万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $28.79万 | 0.04% | 9,005 | 18 | 0.2% | $575 | 加仓 |
| USFR | WISDOMTREE TR | $28.82万 | 0.04% | 5,724 | -5,558 | -49.3% | -$27.98万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.08万 | 0.04% | 12,444 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $29.45万 | 0.04% | 1,524 | -239 | -13.6% | -$4.62万 | 减仓 |