Cypress Wealth Services, LLC
PALM DESERT CA · SEC CIK 0001721527
$7.08亿2026Q1 申报市值
397持仓数
29.9%前十大占比 · 第一大 5.9%
27 / 21新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CORO 新建仓+$1,224.71万
BLCR 新建仓+$645.56万
GOVT 加仓+$460.09万
EFG 加仓+$314.63万
IDEF 新建仓+$264.77万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$1,283.89万
SPEM 减仓-$383.22万
EFV 减仓-$332.87万
IAU 减仓-$245.35万
IVE 减仓-$197.07万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | $771.55万 | 1.09% | 110,616 | -12,219 | -9.9% | -$85.23万 | 减仓 |
| ESGU | ISHARES TR | $796.95万 | 1.13% | 56,353 | -1,587 | -2.7% | -$22.44万 | 减仓 |
| GOOGL | ALPHABET INC | $835.51万 | 1.18% | 29,055 | -739 | -2.5% | -$21.25万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $853.72万 | 1.21% | 48,952 | -1,624 | -3.2% | -$28.32万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $880.24万 | 1.24% | 267,145 | 18,152 | 7.3% | $59.81万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $883.30万 | 1.25% | 243,871 | 21,461 | 9.6% | $77.73万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $883.41万 | 1.25% | 14,784 | 1,176 | 8.6% | $70.27万 | 加仓 |
| MGK | VANGUARD WORLD FD | $884.77万 | 1.25% | 24,079 | -1,059 | -4.2% | -$38.91万 | 减仓 |
| MSFT | MICROSOFT CORP | $951.05万 | 1.34% | 25,692 | 367 | 1.4% | $13.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,103.07万 | 1.56% | 16,961 | -889 | -5.0% | -$57.82万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,224.71万 | 1.73% | 380,900 | 380,900 | — | $1,224.71万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,367.76万 | 1.93% | 589,043 | 39,361 | 7.2% | $91.40万 | 加仓 |
| EFV | ISHARES TR | $1,479.85万 | 2.09% | 199,039 | -44,771 | -18.4% | -$332.87万 | 减仓 |
| QUAL | ISHARES TR | $1,511.25万 | 2.13% | 78,789 | -904 | -1.1% | -$17.34万 | 减仓 |
| IVW | ISHARES TR | $1,629.82万 | 2.30% | 144,091 | 2,629 | 1.9% | $29.74万 | 加仓 |
| IVE | ISHARES TR | $1,697.06万 | 2.40% | 80,372 | -9,333 | -10.4% | -$197.07万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,383.15万 | 3.36% | 409,616 | -9,236 | -2.2% | -$53.74万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,738.11万 | 3.87% | 357,735 | -9,560 | -2.6% | -$73.17万 | 减仓 |
| IVV | ISHARES TR | $2,997.38万 | 4.23% | 45,887 | 3,799 | 9.0% | $248.15万 | 加仓 |
| AAPL | APPLE INC | $4,176.15万 | 5.90% | 164,551 | -3,488 | -2.1% | -$88.52万 | 减仓 |