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 |
|---|---|---|---|---|---|---|---|---|
| SHLD | GLOBAL X FDS | $422.88万 | 0.52% | 70,822 | 12,119 | 20.6% | $72.36万 | 加仓 |
| PFF | ISHARES TR | $428.11万 | 0.53% | 140,409 | -871 | -0.6% | -$2.66万 | 减仓 |
| MTUM | ISHARES TR | $429.65万 | 0.53% | 12,532 | -2,762 | -18.1% | -$94.69万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $445.25万 | 0.55% | 158,734 | 158,734 | — | $445.25万 | 新建仓 |
| IYW | ISHARES TR | $464.35万 | 0.57% | 18,410 | -50 | -0.3% | -$1.26万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $464.66万 | 0.57% | 56,220 | 929 | 1.7% | $7.68万 | 加仓 |
| AVGO | BROADCOM INC | $490.67万 | 0.60% | 12,989 | 194 | 1.5% | $7.33万 | 加仓 |
| BE | BLOOM ENERGY CORP | $500.78万 | 0.61% | 16,544 | 837 | 5.3% | $25.34万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $508.08万 | 0.62% | 21,472 | -956 | -4.3% | -$22.62万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $524.55万 | 0.64% | 101,303 | -35,624 | -26.0% | -$184.46万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $535.33万 | 0.66% | 5,723 | -47 | -0.8% | -$4.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $549.58万 | 0.67% | 10,983 | -325 | -2.9% | -$16.26万 | 减仓 |
| GOVT | ISHARES TR | $555.21万 | 0.68% | 243,728 | 16,700 | 7.4% | $38.04万 | 加仓 |
| MBB | ISHARES TR | $580.48万 | 0.71% | 61,414 | 4,571 | 8.0% | $43.20万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $582.24万 | 0.71% | 36,043 | -10,375 | -22.4% | -$167.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $592.96万 | 0.73% | 18,115 | -259 | -1.4% | -$8.48万 | 减仓 |
| VB | VANGUARD INDEX FDS | $661.94万 | 0.81% | 21,838 | 41 | 0.2% | $1.24万 | 加仓 |
| EFV | ISHARES TR | $667.39万 | 0.82% | 87,184 | -111,855 | -56.2% | -$856.25万 | 减仓 |
| TSLA | TESLA INC | $673.17万 | 0.83% | 16,005 | 392 | 2.5% | $16.49万 | 加仓 |
| IEMG | ISHARES INC | $683.45万 | 0.84% | 82,503 | -28,113 | -25.4% | -$232.89万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $707.61万 | 0.87% | 44,777 | -444 | -1.0% | -$7.02万 | 减仓 |
| VO | VANGUARD INDEX FDS | $722.61万 | 0.89% | 89,687 | -741 | -0.8% | -$5.97万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $750.87万 | 0.92% | 174,175 | -69,696 | -28.6% | -$300.46万 | 减仓 |
| GOOG | ALPHABET INC | $768.53万 | 0.94% | 21,751 | -78 | -0.4% | -$2.76万 | 减仓 |
| QQQ | INVESCO QQQ TR | $777.10万 | 0.95% | 10,553 | 253 | 2.5% | $18.63万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $812.96万 | 1.00% | 114,099 | 13,582 | 13.5% | $96.77万 | 加仓 |
| AMZN | AMAZON COM INC | $818.72万 | 1.00% | 34,351 | -800 | -2.3% | -$19.07万 | 减仓 |
| OEF | ISHARES TR | $845.16万 | 1.04% | 23,100 | 1,591 | 7.4% | $58.21万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $846.01万 | 1.04% | 167,959 | 10,735 | 6.8% | $54.07万 | 加仓 |
| QUAL | ISHARES TR | $850.80万 | 1.04% | 38,773 | -40,016 | -50.8% | -$878.08万 | 减仓 |
| ESGU | ISHARES TR | $917.12万 | 1.13% | 56,035 | -318 | -0.6% | -$5.20万 | 减仓 |
| MSFT | MICROSOFT CORP | $954.15万 | 1.17% | 25,579 | -113 | -0.4% | -$4.22万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $979.95万 | 1.20% | 48,975 | 23 | 0.0% | $4,602 | 加仓 |
| IUSB | ISHARES TR | $980.84万 | 1.20% | 212,533 | 45,747 | 27.4% | $211.12万 | 加仓 |
| GOOGL | ALPHABET INC | $986.17万 | 1.21% | 27,595 | -1,460 | -5.0% | -$52.18万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,016.06万 | 1.25% | 14,794 | 10 | 0.1% | $6,868 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,034.87万 | 1.27% | 117,719 | -2,676 | -2.2% | -$23.52万 | 减仓 |
| EFG | ISHARES TR | $1,059.76万 | 1.30% | 85,176 | 27,094 | 46.6% | $337.10万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,176.14万 | 1.44% | 223,091 | -44,054 | -16.5% | -$232.25万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,317.98万 | 1.62% | 17,649 | 688 | 4.1% | $51.38万 | 加仓 |
| IVE | ISHARES TR | $1,512.38万 | 1.86% | 66,607 | -13,765 | -17.1% | -$312.55万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,524.84万 | 1.87% | 659,249 | 70,206 | 11.9% | $162.39万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,867.11万 | 2.29% | 510,139 | 129,239 | 33.9% | $473.01万 | 加仓 |
| IVW | ISHARES TR | $2,033.24万 | 2.49% | 147,840 | 3,749 | 2.6% | $51.56万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,928.35万 | 3.59% | 430,577 | 20,961 | 5.1% | $142.56万 | 加仓 |
| IVV | ISHARES TR | $4,492.71万 | 5.51% | 59,992 | 14,105 | 30.7% | $1,056.30万 | 加仓 |
| AAPL | APPLE INC | $4,704.44万 | 5.77% | 162,581 | -1,970 | -1.2% | -$57.00万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $4,706.91万 | 5.78% | 535,606 | 177,871 | 49.7% | $1,563.13万 | 加仓 |