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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $86.11万 | 0.11% | 30,599 | 0 | 0.0% | — | 不变 |
| XCEM | COLUMBIA ETF TR II | $88.62万 | 0.11% | 16,758 | 162 | 1.0% | $8,567 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $88.65万 | 0.11% | 24,866 | -8,044 | -24.4% | -$28.68万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $88.89万 | 0.11% | 4,079 | 311 | 8.3% | $6.78万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $89.49万 | 0.11% | 45,622 | 2,777 | 6.5% | $5.45万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $89.96万 | 0.11% | 44,175 | 2,487 | 6.0% | $5.06万 | 加仓 |
| IJR | ISHARES TR | $90.50万 | 0.11% | 6,102 | -70 | -1.1% | -$1.04万 | 减仓 |
| AMLP | ALPS ETF TR | $91.15万 | 0.11% | 17,580 | 1,719 | 10.8% | $8.91万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $91.90万 | 0.11% | 47,065 | 2,424 | 5.4% | $4.73万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $93.40万 | 0.11% | 22,848 | 22,848 | — | $93.40万 | 新建仓 |
| LMUB | ISHARES TR | $93.79万 | 0.12% | 18,312 | 4,086 | 28.7% | $20.93万 | 加仓 |
| PRK | PARK NATL CORP | $96.07万 | 0.12% | 5,250 | 0 | 0.0% | — | 不变 |
| EMGF | ISHARES INC | $96.49万 | 0.12% | 13,171 | 629 | 5.0% | $4.61万 | 加仓 |
| ORCL | ORACLE CORP | $96.73万 | 0.12% | 6,601 | 165 | 2.6% | $2.42万 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION | $97.47万 | 0.12% | 16,613 | -5,162 | -23.7% | -$30.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $99.10万 | 0.12% | 35,400 | 12,913 | 57.4% | $36.15万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $99.90万 | 0.12% | 2,305 | 36 | 1.6% | $1.56万 | 加仓 |
| COWZ | PACER FDS TR | $100.12万 | 0.12% | 16,097 | -96 | -0.6% | -$5,971 | 减仓 |
| VLUE | ISHARES TR | $101.02万 | 0.12% | 5,056 | -64 | -1.2% | -$1.28万 | 减仓 |
| IJH | ISHARES TR | $101.18万 | 0.12% | 13,122 | -1,680 | -11.3% | -$12.95万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $101.57万 | 0.12% | 13,628 | -75 | -0.5% | -$5,590 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $102.97万 | 0.13% | 14,731 | 11,086 | 304.1% | $77.49万 | 加仓 |
| INTC | INTEL CORP | $104.95万 | 0.13% | 7,516 | 1,617 | 27.4% | $22.58万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $105.40万 | 0.13% | 34,867 | 0 | 0.0% | — | 不变 |
| JAJL | INNOVATOR ETFS TRUST | $106.03万 | 0.13% | 35,448 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $107.56万 | 0.13% | 38,956 | -3,685 | -8.6% | -$10.17万 | 减仓 |
| HD | HOME DEPOT INC | $108.06万 | 0.13% | 3,064 | -401 | -11.6% | -$14.14万 | 减仓 |
| KO | COCA COLA CO | $108.68万 | 0.13% | 13,373 | 145 | 1.1% | $1.18万 | 加仓 |
| JULW | AIM ETF PRODUCTS TRUST | $109.61万 | 0.13% | 26,852 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $112.18万 | 0.14% | 10,799 | -238 | -2.2% | -$2.47万 | 减仓 |
| DE | DEERE & CO | $113.00万 | 0.14% | 1,781 | -47 | -2.6% | -$2.98万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $117.10万 | 0.14% | 6,893 | 14 | 0.2% | $2,378 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $118.04万 | 0.14% | 2,032 | 172 | 9.2% | $9.99万 | 加仓 |
| ABBV | ABBVIE INC | $118.77万 | 0.15% | 4,720 | 86 | 1.9% | $2.16万 | 加仓 |
| VV | VANGUARD INDEX FDS | $119.65万 | 0.15% | 3,479 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $120.55万 | 0.15% | 23,833 | 3,291 | 16.0% | $16.65万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $122.55万 | 0.15% | 28,944 | 144 | 0.5% | $6,097 | 加仓 |
| SGOV | ISHARES TR | $124.23万 | 0.15% | 12,340 | 8,677 | 236.9% | $87.35万 | 加仓 |
| SOXX | ISHARES TR | $124.63万 | 0.15% | 1,945 | 128 | 7.0% | $8.20万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $125.80万 | 0.15% | 2,408 | -175 | -6.8% | -$9.14万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $127.24万 | 0.16% | 3,438 | 859 | 33.3% | $31.79万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $127.35万 | 0.16% | 47,519 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $127.57万 | 0.16% | 7,052 | -754 | -9.7% | -$13.64万 | 减仓 |
| ITOT | ISHARES TR | $127.82万 | 0.16% | 7,781 | 225 | 3.0% | $3.70万 | 加仓 |
| SDOG | ALPS ETF TR | $128.59万 | 0.16% | 18,849 | 121 | 0.6% | $8,255 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $129.22万 | 0.16% | 16,688 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $135.56万 | 0.17% | 44,931 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $135.58万 | 0.17% | 8,458 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $136.16万 | 0.17% | 9,424 | -76 | -0.8% | -$1.10万 | 减仓 |
| VGT | VANGUARD WORLD FD | $136.42万 | 0.17% | 11,414 | -674 | -5.6% | -$8.06万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $136.84万 | 0.17% | 124,509 | 3,570 | 3.0% | $3.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $142.75万 | 0.18% | 9,735 | -2,390 | -19.7% | -$35.05万 | 减仓 |
| SLV | ISHARES SILVER TR | $144.11万 | 0.18% | 26,951 | -361 | -1.3% | -$1.93万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $149.02万 | 0.18% | 30,531 | -7,636 | -20.0% | -$37.27万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $152.14万 | 0.19% | 5,410 | -39 | -0.7% | -$1.10万 | 减仓 |
| IGM | ISHARES TR | $153.18万 | 0.19% | 9,364 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $153.29万 | 0.19% | 5,886 | 6 | 0.1% | $1,563 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $155.79万 | 0.19% | 30,979 | 30,979 | — | $155.79万 | 新建仓 |
| RBLX | ROBLOX CORP | $159.84万 | 0.20% | 29,394 | 63 | 0.2% | $3,426 | 加仓 |
| — | INNOVATOR ETFS TRUST | $164.45万 | 0.20% | 59,888 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $165.43万 | 0.20% | 20,018 | -1,015 | -4.8% | -$8.39万 | 减仓 |
| AMAT | APPLIED MATLS INC | $169.09万 | 0.21% | 2,339 | -220 | -8.6% | -$15.90万 | 减仓 |
| TXN | TEXAS INSTRS INC | $170.34万 | 0.21% | 5,715 | 451 | 8.6% | $13.44万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $171.25万 | 0.21% | 90,754 | 14 | 0.0% | $264 | 加仓 |
| IEV | ISHARES TR | $171.69万 | 0.21% | 23,567 | -980 | -4.0% | -$7.14万 | 减仓 |
| V | VISA INC | $172.72万 | 0.21% | 5,034 | -93 | -1.8% | -$3.19万 | 减仓 |
| SUSL | ISHARES TR | $175.63万 | 0.22% | 13,229 | -296 | -2.2% | -$3.93万 | 减仓 |
| MRK | MERCK & CO INC | $176.54万 | 0.22% | 13,738 | -156 | -1.1% | -$2.00万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $182.45万 | 0.22% | 34,859 | -24,222 | -41.0% | -$126.78万 | 减仓 |
| WMT | WALMART INC | $195.76万 | 0.24% | 17,284 | 540 | 3.2% | $6.12万 | 加仓 |
| SHOP | SHOPIFY INC | $196.58万 | 0.24% | 17,217 | -840 | -4.7% | -$9.59万 | 减仓 |
| IWB | ISHARES TR | $201.11万 | 0.25% | 4,911 | -453 | -8.4% | -$18.55万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $205.50万 | 0.25% | 34,427 | 4,400 | 14.7% | $26.26万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $217.31万 | 0.27% | 2,149 | -5 | -0.2% | -$5,056 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $220.11万 | 0.27% | 6,507 | 8 | 0.1% | $2,706 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $224.39万 | 0.28% | 49,229 | 5,778 | 13.3% | $26.34万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $236.17万 | 0.29% | 48,764 | 2,490 | 5.4% | $12.06万 | 加仓 |
| VDC | VANGUARD WORLD FD | $244.31万 | 0.30% | 10,835 | -115 | -1.1% | -$2.59万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $248.09万 | 0.30% | 30,130 | 27 | 0.1% | $2,223 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $249.60万 | 0.31% | 30,792 | -4,740 | -13.3% | -$38.42万 | 减仓 |
| — | EXXON MOBIL CORP | $258.55万 | 0.32% | 18,911 | -605 | -3.1% | -$8.27万 | 减仓 |
| TLH | ISHARES TR | $260.71万 | 0.32% | 25,980 | -6,815 | -20.8% | -$68.39万 | 减仓 |
| IAU | ISHARES GOLD TR | $263.13万 | 0.32% | 34,847 | 764 | 2.2% | $5.77万 | 加仓 |
| CVX | CHEVRON CORPORATION | $267.16万 | 0.33% | 16,117 | -298 | -1.8% | -$4.94万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $267.42万 | 0.33% | 86,684 | -8,995 | -9.4% | -$27.75万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $268.67万 | 0.33% | 10,579 | -1,511 | -12.5% | -$38.37万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $274.42万 | 0.34% | 86,541 | -651 | -0.7% | -$2.06万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $280.64万 | 0.34% | 26,106 | -170 | -0.6% | -$1.83万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $280.95万 | 0.34% | 2,434 | 77 | 3.3% | $8.89万 | 加仓 |
| CSCO | CISCO SYS INC | $285.38万 | 0.35% | 24,296 | -21 | -0.1% | -$2,467 | 减仓 |
| LLY | ELI LILLY & CO | $287.34万 | 0.35% | 2,396 | -20 | -0.8% | -$2.40万 | 减仓 |
| DVY | ISHARES TR | $289.56万 | 0.36% | 18,526 | -198 | -1.1% | -$3.09万 | 减仓 |
| MUB | ISHARES TR | $291.49万 | 0.36% | 27,085 | -1,741 | -6.0% | -$18.74万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $304.54万 | 0.37% | 95,826 | 14,905 | 18.4% | $47.37万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $308.00万 | 0.38% | 55,990 | -2,353 | -4.0% | -$12.94万 | 减仓 |
| META | META PLATFORMS INC | $312.53万 | 0.38% | 5,548 | 106 | 1.9% | $5.97万 | 加仓 |
| CAT | CATERPILLAR INC | $323.02万 | 0.40% | 3,033 | -33 | -1.1% | -$3.51万 | 减仓 |
| HYG | ISHARES TR | $357.96万 | 0.44% | 44,762 | 259 | 0.6% | $2.07万 | 加仓 |
| IVLU | ISHARES TR | $358.10万 | 0.44% | 85,628 | -3,462 | -3.9% | -$14.48万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $362.22万 | 0.44% | 9,774 | -8 | -0.1% | -$2,965 | 减仓 |