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 |
|---|---|---|---|---|---|---|---|---|
| EMB | ISHARES TR | $29.47万 | 0.04% | 3,056 | -196 | -6.0% | -$1.89万 | 减仓 |
| RBA | RB GLOBAL INC | $29.72万 | 0.04% | 2,552 | -5 | -0.2% | -$582 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $29.83万 | 0.04% | 3,320 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $29.84万 | 0.04% | 2,885 | 8 | 0.3% | $827 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $30.01万 | 0.04% | 7,112 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $30.01万 | 0.04% | 1,500 | 1,500 | — | $30.01万 | 新建仓 |
| SRE | SEMPRA | $30.02万 | 0.04% | 3,239 | -196 | -5.7% | -$1.82万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $30.17万 | 0.04% | 1,708 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $30.18万 | 0.04% | 7,198 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $30.30万 | 0.04% | 4,070 | -50 | -1.2% | -$3,723 | 减仓 |
| LII | LENNOX INTL INC | $30.37万 | 0.04% | 530 | 1 | 0.2% | $573 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $30.49万 | 0.04% | 894 | 894 | — | $30.49万 | 新建仓 |
| NVS | NOVARTIS AG | $30.53万 | 0.04% | 1,948 | -151 | -7.2% | -$2.37万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $30.84万 | 0.04% | 3,484 | 96 | 2.8% | $8,499 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $30.89万 | 0.04% | 8,785 | 121 | 1.4% | $4,254 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $30.92万 | 0.04% | 536 | -1 | -0.2% | -$577 | 减仓 |
| IWP | ISHARES TR | $31.02万 | 0.04% | 2,119 | 3 | 0.1% | $439 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.16万 | 0.04% | 1,391 | 27 | 2.0% | $6,048 | 加仓 |
| KKR | KKR & CO INC | $31.16万 | 0.04% | 3,395 | -275 | -7.5% | -$2.52万 | 减仓 |
| GPC | GENUINE PARTS CO | $31.22万 | 0.04% | 2,646 | -67 | -2.5% | -$7,906 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $31.24万 | 0.04% | 2,664 | -242 | -8.3% | -$2.84万 | 减仓 |
| ARTY | ISHARES TR | $31.37万 | 0.04% | 4,119 | 4,119 | — | $31.37万 | 新建仓 |
| STXF | EA SERIES TRUST | $31.53万 | 0.04% | 6,527 | 16 | 0.2% | $773 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $31.63万 | 0.04% | 1,456 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $31.79万 | 0.04% | 4,440 | 4,440 | — | $31.79万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $31.87万 | 0.04% | 1,139 | -14 | -1.2% | -$3,918 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $31.89万 | 0.04% | 3,838 | -174 | -4.3% | -$1.45万 | 减仓 |
| CRWV | COREWEAVE INC | $31.89万 | 0.04% | 3,204 | 3,204 | — | $31.89万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $32.27万 | 0.04% | 813 | -70 | -7.9% | -$2.78万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $32.30万 | 0.04% | 9,725 | 9,725 | — | $32.30万 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $32.50万 | 0.04% | 16,656 | -906 | -5.2% | -$1.77万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $32.87万 | 0.04% | 2,273 | -165 | -6.8% | -$2.39万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $33.02万 | 0.04% | 3,621 | -282 | -7.2% | -$2.57万 | 减仓 |
| MPC | MARATHON PETE CORP | $33.08万 | 0.04% | 1,294 | 13 | 1.0% | $3,323 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $33.19万 | 0.04% | 7,232 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $33.26万 | 0.04% | 13,171 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $33.28万 | 0.04% | 7,850 | 35 | 0.4% | $1,484 | 加仓 |
| EBAY | EBAY INC. | $33.31万 | 0.04% | 2,981 | 16 | 0.5% | $1,788 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $33.36万 | 0.04% | 8,579 | -403 | -4.5% | -$1.57万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $34.16万 | 0.04% | 11,357 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $34.31万 | 0.04% | 6,175 | 6,175 | — | $34.31万 | 新建仓 |
| — | ISHARES TR | $34.47万 | 0.04% | 12,510 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $34.62万 | 0.04% | 3,881 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $34.64万 | 0.04% | 4,467 | 95 | 2.2% | $7,366 | 加仓 |
| SDY | SPDR SERIES TRUST | $34.91万 | 0.04% | 2,294 | -21 | -0.9% | -$3,196 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $34.91万 | 0.04% | 2,238 | -2,107 | -48.5% | -$32.87万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $35.15万 | 0.04% | 5,119 | -18 | -0.4% | -$1,236 | 减仓 |
| — | INNOVATOR ETFS TRUST | $35.27万 | 0.04% | 13,574 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $35.33万 | 0.04% | 7,762 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $35.42万 | 0.04% | 1,387 | -105 | -7.0% | -$2.68万 | 减仓 |
| NUE | NUCOR CORP | $36.03万 | 0.04% | 1,617 | 2 | 0.1% | $446 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $36.49万 | 0.04% | 3,125 | -24 | -0.8% | -$2,802 | 减仓 |
| USXF | ISHARES TR | $36.50万 | 0.04% | 5,256 | 221 | 4.4% | $1.53万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $36.57万 | 0.04% | 1,000 | -35 | -3.4% | -$1.28万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $36.91万 | 0.05% | 12,628 | 0 | 0.0% | — | 不变 |
| PJAN | INNOVATOR ETFS TRUST | $37.05万 | 0.05% | 7,486 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $37.34万 | 0.05% | 500 | 500 | — | $37.34万 | 新建仓 |
| IFRA | ISHARES TR | $37.60万 | 0.05% | 5,964 | -1,835 | -23.5% | -$11.57万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $37.67万 | 0.05% | 4,109 | -129 | -3.0% | -$1.18万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $37.70万 | 0.05% | 2,944 | 0 | 0.0% | — | 不变 |
| SFLR | INNOVATOR ETFS TRUST | $38.12万 | 0.05% | 9,881 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $38.35万 | 0.05% | 3,339 | -653 | -16.4% | -$7.50万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $38.47万 | 0.05% | 5,240 | -430 | -7.6% | -$3.16万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $38.85万 | 0.05% | 4,029 | 213 | 5.6% | $2.05万 | 加仓 |
| ESGE | ISHARES INC | $38.95万 | 0.05% | 7,122 | -992 | -12.2% | -$5.43万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $39.02万 | 0.05% | 6,204 | -43 | -0.7% | -$2,704 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $39.08万 | 0.05% | 767 | -83 | -9.8% | -$4.23万 | 减仓 |
| GE | GE AEROSPACE | $39.23万 | 0.05% | 1,050 | 18 | 1.7% | $6,725 | 加仓 |
| AZN | ASTRAZENECA PLC | $39.23万 | 0.05% | 2,069 | -14 | -0.7% | -$2,655 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $39.64万 | 0.05% | 2,320 | 2,320 | — | $39.64万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.85万 | 0.05% | 413 | 413 | — | $39.85万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $39.92万 | 0.05% | 1,269 | -80 | -5.9% | -$2.52万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $39.93万 | 0.05% | 11,059 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $40.00万 | 0.05% | 2,578 | -3 | -0.1% | -$465 | 减仓 |
| GEV | GE VERNOVA INC | $40.00万 | 0.05% | 340 | 1 | 0.3% | $1,176 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $40.01万 | 0.05% | 2,160 | -487 | -18.4% | -$9.02万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $41.29万 | 0.05% | 2,167 | -4 | -0.2% | -$762 | 减仓 |
| DSI | ISHARES TR | $41.47万 | 0.05% | 2,912 | 0 | 0.0% | — | 不变 |
| GNMA | ISHARES TR | $41.62万 | 0.05% | 9,411 | 1,158 | 14.0% | $5.12万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $42.56万 | 0.05% | 4,980 | -1,158 | -18.9% | -$9.90万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $42.75万 | 0.05% | 8,585 | 3,626 | 73.1% | $18.06万 | 加仓 |
| SYY | SYSCO CORP | $43.15万 | 0.05% | 5,163 | -103 | -2.0% | -$8,609 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $43.59万 | 0.05% | 2,250 | 1 | 0.0% | $194 | 加仓 |
| VBR | VANGUARD INDEX FDS | $43.84万 | 0.05% | 1,804 | -40 | -2.2% | -$9,720 | 减仓 |
| HDV | ISHARES TR | $44.00万 | 0.05% | 16,054 | -76 | -0.5% | -$2,083 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $44.03万 | 0.05% | 626 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $44.29万 | 0.05% | 2,822 | -95 | -3.3% | -$1.49万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $44.35万 | 0.05% | 8,351 | -6 | -0.1% | -$319 | 减仓 |
| XAR | SPDR SERIES TRUST | $44.47万 | 0.05% | 1,567 | 1,567 | — | $44.47万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $44.52万 | 0.05% | 1,032 | -240 | -18.9% | -$10.35万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $44.77万 | 0.05% | 1,077 | -5 | -0.5% | -$2,079 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $45.07万 | 0.06% | 4,894 | -90 | -1.8% | -$8,288 | 减仓 |
| OMC | OMNICOM GROUP INC | $45.21万 | 0.06% | 6,208 | -382 | -5.8% | -$2.78万 | 减仓 |
| PFE | PFIZER INC | $45.93万 | 0.06% | 19,074 | -1,732 | -8.3% | -$4.17万 | 减仓 |
| STIP | ISHARES TR | $46.51万 | 0.06% | 4,553 | 4,553 | — | $46.51万 | 新建仓 |
| BAC | BANK OF AMER CORP | $46.59万 | 0.06% | 8,176 | 8 | 0.1% | $456 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION 看跌期权 | $46.77万 | 0.06% | 500 | 500 | — | $46.77万 | 新建仓 |
| C | CITIGROUP INC | $46.78万 | 0.06% | 3,343 | 20 | 0.6% | $2,799 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $46.85万 | 0.06% | 10,266 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $47.02万 | 0.06% | 21,971 | -241 | -1.1% | -$5,157 | 减仓 |