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 |
|---|---|---|---|---|---|---|---|---|
| SIZE | ISHARES TR | $47.13万 | 0.06% | 2,644 | 7 | 0.3% | $1,248 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $47.37万 | 0.06% | 1,751 | -29 | -1.6% | -$7,846 | 减仓 |
| AMT | AMERICAN TOWER CORP | $47.42万 | 0.06% | 2,899 | 13 | 0.5% | $2,126 | 加仓 |
| — | INNOVATOR ETFS TRUST | $47.89万 | 0.06% | 15,731 | 15,731 | — | $47.89万 | 新建仓 |
| T | AT&T INC | $47.91万 | 0.06% | 23,146 | -2,708 | -10.5% | -$5.61万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $49.02万 | 0.06% | 1,672 | -108 | -6.1% | -$3.17万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $49.08万 | 0.06% | 10,825 | -126 | -1.2% | -$5,713 | 减仓 |
| IWD | ISHARES TR | $49.55万 | 0.06% | 2,044 | -53 | -2.5% | -$1.28万 | 减仓 |
| MO | ALTRIA GROUP INC | $50.30万 | 0.06% | 6,991 | 39 | 0.6% | $2,806 | 加仓 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $50.34万 | 0.06% | 32,500 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $50.98万 | 0.06% | 14,161 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $51.66万 | 0.06% | 2,496 | 3 | 0.1% | $621 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $51.70万 | 0.06% | 88,676 | -934 | -1.0% | -$5,445 | 减仓 |
| WM | WASTE MGMT INC DEL | $52.07万 | 0.06% | 2,336 | 76 | 3.4% | $1.69万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $52.21万 | 0.06% | 21,269 | -5,033 | -19.1% | -$12.36万 | 减仓 |
| COP | CONOCOPHILLIPS | $52.28万 | 0.06% | 5,029 | -190 | -3.6% | -$1.98万 | 减仓 |
| MCD | MCDONALDS CORP | $52.34万 | 0.06% | 1,936 | -117 | -5.7% | -$3.16万 | 减仓 |
| LOW | LOWES COS INC | $52.46万 | 0.06% | 2,379 | -109 | -4.4% | -$2.40万 | 减仓 |
| USMV | ISHARES TR | $52.51万 | 0.06% | 5,444 | -1,936 | -26.2% | -$18.67万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.57万 | 0.06% | 26,316 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $52.75万 | 0.06% | 4,239 | 1,834 | 76.3% | $22.82万 | 加仓 |
| CRM | SALESFORCE INC | $53.07万 | 0.07% | 3,388 | -55 | -1.6% | -$8,615 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $53.11万 | 0.07% | 696 | 73 | 11.7% | $5.57万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $53.24万 | 0.07% | 14,336 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $53.27万 | 0.07% | 10,693 | -187 | -1.7% | -$9,316 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $53.49万 | 0.07% | 3,001 | -349 | -10.4% | -$6.22万 | 减仓 |
| PEP | PEPSICO INC | $53.82万 | 0.07% | 3,975 | -111 | -2.7% | -$1.50万 | 减仓 |
| DIS | DISNEY WALT CO | $54.15万 | 0.07% | 5,626 | 99 | 1.8% | $9,529 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $54.55万 | 0.07% | 4,857 | -230 | -4.5% | -$2.58万 | 减仓 |
| SYSB | ISHARES TR | $54.59万 | 0.07% | 6,153 | -147 | -2.3% | -$1.30万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $55.47万 | 0.07% | 9,821 | -2,560 | -20.7% | -$14.46万 | 减仓 |
| IEF | ISHARES TR | $55.51万 | 0.07% | 5,870 | 5,870 | — | $55.51万 | 新建仓 |
| ITA | ISHARES TR | $56.07万 | 0.07% | 2,313 | 441 | 23.6% | $10.69万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $57.35万 | 0.07% | 12,005 | 1,406 | 13.3% | $6.72万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $57.95万 | 0.07% | 21,028 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $58.21万 | 0.07% | 4,666 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $58.43万 | 0.07% | 1,586 | -25 | -1.6% | -$9,210 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $59.74万 | 0.07% | 17,946 | 643 | 3.7% | $2.14万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $59.86万 | 0.07% | 2,984 | 27 | 0.9% | $5,416 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $59.92万 | 0.07% | 14,525 | 37 | 0.3% | $1,526 | 加仓 |
| USB | US BANCORP | $60.12万 | 0.07% | 9,954 | -639 | -6.0% | -$3.86万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $60.19万 | 0.07% | 1,200 | -196 | -14.0% | -$9.83万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $60.55万 | 0.07% | 32,675 | 18,096 | 124.1% | $33.53万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $60.89万 | 0.07% | 7,705 | -13 | -0.2% | -$1,027 | 减仓 |
| IWM | ISHARES TR | $60.93万 | 0.07% | 2,028 | -285 | -12.3% | -$8.56万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $61.02万 | 0.07% | 4,032 | 73 | 1.8% | $1.10万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $61.04万 | 0.07% | 19,411 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $61.07万 | 0.07% | 11,650 | -122 | -1.0% | -$6,395 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $61.92万 | 0.08% | 10,074 | -5,507 | -35.3% | -$33.85万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $62.55万 | 0.08% | 2,042 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $62.91万 | 0.08% | 11,734 | -171 | -1.4% | -$9,168 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $63.26万 | 0.08% | 10,332 | -530 | -4.9% | -$3.25万 | 减仓 |
| MDT | MEDTRONIC PLC | $63.55万 | 0.08% | 8,124 | 1,302 | 19.1% | $10.19万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $63.66万 | 0.08% | 2,200 | 2,200 | — | $63.66万 | 新建仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $63.68万 | 0.08% | 18,314 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $63.74万 | 0.08% | 12,332 | 7 | 0.1% | $362 | 加仓 |
| RTX | RTX CORPORATION | $64.07万 | 0.08% | 3,377 | -33 | -1.0% | -$6,261 | 减仓 |
| — | ISHARES TR | $64.08万 | 0.08% | 21,997 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $64.51万 | 0.08% | 21,872 | 9,353 | 74.7% | $27.59万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $64.83万 | 0.08% | 8,088 | 103 | 1.3% | $8,257 | 加仓 |
| TJX | TJX COS INC NEW | $64.99万 | 0.08% | 4,290 | 18 | 0.4% | $2,727 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $65.93万 | 0.08% | 5,209 | -575 | -9.9% | -$7.28万 | 减仓 |
| SYK | STRYKER CORPORATION | $66.37万 | 0.08% | 2,108 | 843 | 66.6% | $26.54万 | 加仓 |
| — | EATON VANCE CALIF MUN INCOM | $66.78万 | 0.08% | 63,476 | 4,398 | 7.4% | $4.63万 | 加仓 |
| AGI | ALAMOS GOLD INC | $67.16万 | 0.08% | 22,136 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $67.47万 | 0.08% | 6,547 | 4,117 | 169.4% | $42.43万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $68.17万 | 0.08% | 2,288 | 7 | 0.3% | $2,086 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $69.29万 | 0.09% | 1,792 | -134 | -7.0% | -$5.18万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $69.75万 | 0.09% | 26,863 | 26,863 | — | $69.75万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $70.47万 | 0.09% | 8,600 | 8,600 | — | $70.47万 | 新建仓 |
| SCMB | SCHWAB STRATEGIC TR | $70.75万 | 0.09% | 27,402 | 27,402 | — | $70.75万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $71.12万 | 0.09% | 8,256 | -210 | -2.5% | -$1.81万 | 减仓 |
| QCOM | QUALCOMM INC | $71.56万 | 0.09% | 3,873 | -280 | -6.7% | -$5.17万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $71.77万 | 0.09% | 16,602 | 6,918 | 71.4% | $29.91万 | 加仓 |
| EMXC | ISHARES INC | $71.97万 | 0.09% | 7,035 | -329 | -4.5% | -$3.37万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $72.58万 | 0.09% | 4,000 | -1,000 | -20.0% | -$18.15万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $72.78万 | 0.09% | 7,888 | -815 | -9.4% | -$7.52万 | 减仓 |
| VDE | VANGUARD WORLD FD | $72.93万 | 0.09% | 4,858 | -486 | -9.1% | -$7.30万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $73.76万 | 0.09% | 3,086 | -288 | -8.5% | -$6.88万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $73.90万 | 0.09% | 27,741 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $75.35万 | 0.09% | 6,068 | -112 | -1.8% | -$1.39万 | 减仓 |
| F | FORD MTR CO | $75.40万 | 0.09% | 54,246 | 106 | 0.2% | $1,473 | 加仓 |
| MA | MASTERCARD INCORPORATED | $75.61万 | 0.09% | 1,472 | -133 | -8.3% | -$6.83万 | 减仓 |
| BLK | BLACKROCK INC | $75.72万 | 0.09% | 788 | 4 | 0.5% | $3,844 | 加仓 |
| AMGN | AMGEN INC | $76.56万 | 0.09% | 2,114 | -130 | -5.8% | -$4.71万 | 减仓 |
| MS | MORGAN STANLEY | $77.08万 | 0.09% | 3,687 | -23 | -0.6% | -$4,808 | 减仓 |
| — | INVESCO CALIF VALUE MUN INCO | $77.35万 | 0.09% | 71,687 | 1,269 | 1.8% | $1.37万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $77.55万 | 0.10% | 25,494 | 0 | 0.0% | — | 不变 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $78.81万 | 0.10% | 47,348 | 841 | 1.8% | $1.40万 | 加仓 |
| EEM | ISHARES TR | $80.10万 | 0.10% | 11,708 | -1,325 | -10.2% | -$9.06万 | 减仓 |
| IJAN | INNOVATOR ETFS TRUST | $81.01万 | 0.10% | 21,274 | 0 | 0.0% | — | 不变 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $81.24万 | 0.10% | 43,735 | 2,768 | 6.8% | $5.14万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $81.65万 | 0.10% | 6,998 | 309 | 4.6% | $3.61万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $81.85万 | 0.10% | 29,725 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $82.26万 | 0.10% | 10,725 | 3,897 | 57.1% | $29.89万 | 加仓 |
| ENB | ENBRIDGE INC | $82.69万 | 0.10% | 15,254 | -152 | -1.0% | -$8,240 | 减仓 |
| IEFA | ISHARES TR | $83.11万 | 0.10% | 8,605 | 186 | 2.2% | $1.80万 | 加仓 |
| NFLX | NETFLIX INC. | $83.68万 | 0.10% | 11,720 | -100 | -0.8% | -$7,140 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $84.05万 | 0.10% | 1,760 | -359 | -16.9% | -$17.14万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $85.78万 | 0.11% | 28,623 | -8,316 | -22.5% | -$24.92万 | 减仓 |