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 |
|---|---|---|---|---|---|---|---|---|
| NJUL | INNOVATOR ETFS TRUST | $119.18万 | 0.17% | 16,688 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $114.06万 | 0.16% | 42,641 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $113.95万 | 0.16% | 3,465 | -91 | -2.6% | -$2.99万 | 减仓 |
| NFLX | NETFLIX INC. | $113.65万 | 0.16% | 11,820 | 202 | 1.7% | $1.94万 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION | $113.56万 | 0.16% | 21,775 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $110.97万 | 0.16% | 9,364 | -652 | -6.5% | -$7.73万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $109.95万 | 0.16% | 32,910 | -1,637 | -4.7% | -$5.47万 | 减仓 |
| ITOT | ISHARES TR | $107.62万 | 0.15% | 7,556 | -883 | -10.5% | -$12.58万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $107.38万 | 0.15% | 36,939 | -9,067 | -19.7% | -$26.36万 | 减仓 |
| EFA | ISHARES TR | $107.20万 | 0.15% | 11,037 | 920 | 9.1% | $8.94万 | 加仓 |
| VGT | VANGUARD WORLD FD | $105.41万 | 0.15% | 1,511 | -28 | -1.8% | -$1.95万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $104.22万 | 0.15% | 26,852 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $103.97万 | 0.15% | 3,479 | -1,735 | -33.3% | -$51.85万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $103.11万 | 0.15% | 13,703 | -1,130 | -7.6% | -$8.50万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $103.05万 | 0.15% | 35,448 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $102.98万 | 0.15% | 1,828 | 7 | 0.4% | $3,943 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $102.49万 | 0.14% | 20,542 | -24 | -0.1% | -$1,197 | 减仓 |
| — | INNOVATOR ETFS TRUST | $102.38万 | 0.14% | 34,867 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $102.20万 | 0.14% | 5,264 | -52 | -1.0% | -$1.01万 | 减仓 |
| COWZ | PACER FDS TR | $101.30万 | 0.14% | 16,193 | -568 | -3.4% | -$3.55万 | 减仓 |
| ABBV | ABBVIE INC | $100.78万 | 0.14% | 4,634 | 22 | 0.5% | $4,784 | 加仓 |
| KO | COCA COLA CO | $100.60万 | 0.14% | 13,228 | -251 | -1.9% | -$1.91万 | 减仓 |
| IJH | ISHARES TR | $99.96万 | 0.14% | 14,802 | -175 | -1.2% | -$1.18万 | 减仓 |
| AGI | ALAMOS GOLD INC | $98.35万 | 0.14% | 22,136 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $97.85万 | 0.14% | 6,689 | -84 | -1.2% | -$1.23万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $95.73万 | 0.14% | 3,374 | 23 | 0.7% | $6,526 | 加仓 |
| IXN | ISHARES TR | $94.97万 | 0.13% | 9,500 | -229 | -2.4% | -$2.29万 | 减仓 |
| ORCL | ORACLE CORP | $94.68万 | 0.13% | 6,436 | 104 | 1.6% | $1.53万 | 加仓 |
| VDE | VANGUARD WORLD FD | $92.47万 | 0.13% | 5,344 | 20 | 0.4% | $3,461 | 加仓 |
| LGLV | SPDR SERIES TRUST | $89.05万 | 0.13% | 5,000 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $87.47万 | 0.12% | 2,559 | -835 | -24.6% | -$28.54万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $87.18万 | 0.12% | 44,641 | -5,853 | -11.6% | -$11.43万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $86.51万 | 0.12% | 15,581 | -6 | -0.0% | -$333 | 减仓 |
| PRK | PARK NATL CORP | $85.81万 | 0.12% | 5,250 | 0 | 0.0% | — | 不变 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $85.14万 | 0.12% | 41,688 | -3,141 | -7.0% | -$6.41万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $84.46万 | 0.12% | 6,879 | 37 | 0.5% | $4,543 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $84.08万 | 0.12% | 42,845 | -5,782 | -11.9% | -$11.35万 | 减仓 |
| AMLP | ALPS ETF TR | $83.49万 | 0.12% | 15,861 | 9,663 | 155.9% | $50.87万 | 加仓 |
| ENB | ENBRIDGE INC | $83.41万 | 0.12% | 15,406 | 122 | 0.8% | $6,605 | 加仓 |
| — | INNOVATOR ETFS TRUST | $82.92万 | 0.12% | 30,599 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $82.73万 | 0.12% | 2,579 | -1,523 | -37.1% | -$48.86万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $81.79万 | 0.12% | 8,703 | 14 | 0.2% | $1,316 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $80.68万 | 0.11% | 16,153 | 16,153 | — | $80.68万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $80.18万 | 0.11% | 1,605 | -21 | -1.3% | -$1.05万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $79.64万 | 0.11% | 2,357 | 186 | 8.6% | $6.28万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $79.15万 | 0.11% | 29,725 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $78.95万 | 0.11% | 2,244 | -1,410 | -38.6% | -$49.61万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $77.76万 | 0.11% | 46,507 | 46,507 | — | $77.76万 | 新建仓 |
| IJAN | INNOVATOR ETFS TRUST | $77.18万 | 0.11% | 21,274 | 21,274 | — | $77.18万 | 新建仓 |
| IJR | ISHARES TR | $76.72万 | 0.11% | 6,172 | -25 | -0.4% | -$3,108 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $76.45万 | 0.11% | 40,967 | -5,534 | -11.9% | -$10.33万 | 减仓 |
| IEFA | ISHARES TR | $76.22万 | 0.11% | 8,419 | -304 | -3.5% | -$2.75万 | 减仓 |
| EMGF | ISHARES INC | $75.79万 | 0.11% | 12,542 | 544 | 4.5% | $3.29万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $75.74万 | 0.11% | 5,784 | 137 | 2.4% | $1.79万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $75.51万 | 0.11% | 26,302 | 7,458 | 39.6% | $21.41万 | 加仓 |
| BLK | BLACKROCK INC | $75.37万 | 0.11% | 784 | -18 | -2.2% | -$1.73万 | 减仓 |
| T | AT&T INC | $74.95万 | 0.11% | 25,854 | -1,055 | -3.9% | -$3.06万 | 减仓 |
| EEM | ISHARES TR | $74.01万 | 0.10% | 13,033 | -987 | -7.0% | -$5.61万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $73.93万 | 0.10% | 3,768 | -156 | -4.0% | -$3.06万 | 减仓 |
| — | INVESCO CALIF VALUE MUN INCO | $73.52万 | 0.10% | 70,418 | 1,221 | 1.8% | $1.27万 | 加仓 |
| VLUE | ISHARES TR | $72.80万 | 0.10% | 5,120 | -8 | -0.2% | -$1,138 | 减仓 |
| — | INNOVATOR ETFS TRUST | $72.40万 | 0.10% | 27,741 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $71.61万 | 0.10% | 2,119 | -107 | -4.8% | -$3.62万 | 减仓 |
| LMUB | ISHARES TR | $71.03万 | 0.10% | 14,226 | 14,226 | — | $71.03万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $70.38万 | 0.10% | 25,494 | -1,006 | -3.8% | -$2.78万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $70.18万 | 0.10% | 12,381 | 114 | 0.9% | $6,462 | 加仓 |
| GLD | SPDR GOLD TR | $69.32万 | 0.10% | 1,611 | -30 | -1.8% | -$1.29万 | 减仓 |
| COP | CONOCOPHILLIPS | $68.89万 | 0.10% | 5,219 | 969 | 22.8% | $12.79万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $68.64万 | 0.10% | 1,396 | 108 | 8.4% | $5.31万 | 加仓 |
| USMV | ISHARES TR | $68.44万 | 0.10% | 7,380 | -255 | -3.3% | -$2.36万 | 减仓 |
| TJX | TJX COS INC NEW | $68.22万 | 0.10% | 4,272 | 23 | 0.5% | $3,673 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $67.73万 | 0.10% | 16,596 | -1,696 | -9.3% | -$6.92万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $66.64万 | 0.09% | 5,087 | -1,252 | -19.8% | -$16.40万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $66.48万 | 0.09% | 17,303 | -151 | -0.9% | -$5,801 | 减仓 |
| IWF | ISHARES TR | $65.87万 | 0.09% | 1,545 | 1 | 0.1% | $426 | 加仓 |
| RTX | RTX CORPORATION | $65.78万 | 0.09% | 3,410 | -154 | -4.3% | -$2.97万 | 减仓 |
| GSK | GSK PLC | $64.97万 | 0.09% | 11,772 | -21 | -0.2% | -$1,159 | 减仓 |
| CRM | SALESFORCE INC | $64.27万 | 0.09% | 3,443 | 114 | 3.4% | $2.13万 | 加仓 |
| MCD | MCDONALDS CORP | $63.80万 | 0.09% | 2,053 | -139 | -6.3% | -$4.32万 | 减仓 |
| SBUX | STARBUCKS CORP | $63.74万 | 0.09% | 7,115 | 1,608 | 29.2% | $14.41万 | 加仓 |
| PEP | PEPSICO INC | $63.45万 | 0.09% | 4,086 | 181 | 4.6% | $2.81万 | 加仓 |
| F | FORD MTR CO | $62.48万 | 0.09% | 54,140 | -2,645 | -4.7% | -$3.05万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $62.25万 | 0.09% | 3,959 | 1,584 | 66.7% | $24.90万 | 加仓 |
| — | ISHARES TR | $61.94万 | 0.09% | 21,997 | 0 | 0.0% | — | 不变 |
| MAYW | AIM ETF PRODUCTS TRUST | $61.89万 | 0.09% | 18,314 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $61.64万 | 0.09% | 1,411 | -95 | -6.3% | -$4.15万 | 减仓 |
| — | HONEYWELL INTL INC | $61.34万 | 0.09% | 2,714 | -30 | -1.1% | -$6,781 | 减仓 |
| — | INNOVATOR ETFS TRUST | $61.30万 | 0.09% | 22,487 | 22,487 | — | $61.30万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $61.18万 | 0.09% | 7,718 | -368 | -4.6% | -$2.92万 | 减仓 |
| MS | MORGAN STANLEY | $61.05万 | 0.09% | 3,710 | -14 | -0.4% | -$2,304 | 减仓 |
| SOXX | ISHARES TR | $59.72万 | 0.08% | 1,817 | 65 | 3.7% | $2.14万 | 加仓 |
| — | EATON VANCE CALIF MUN INCOM | $59.46万 | 0.08% | 59,078 | 848 | 1.5% | $8,535 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $59.25万 | 0.08% | 10,862 | -108 | -1.0% | -$5,891 | 减仓 |
| MDT | MEDTRONIC PLC | $59.11万 | 0.08% | 6,822 | -104 | -1.5% | -$9,012 | 减仓 |
| LOW | LOWES COS INC | $58.80万 | 0.08% | 2,488 | -72 | -2.8% | -$1.70万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $58.78万 | 0.08% | 11,905 | 13 | 0.1% | $642 | 加仓 |
| PFE | PFIZER INC | $58.42万 | 0.08% | 20,806 | 3,581 | 20.8% | $10.06万 | 加仓 |
| EMXC | ISHARES INC | $57.93万 | 0.08% | 7,364 | -980 | -11.7% | -$7.71万 | 减仓 |
| IWM | ISHARES TR | $57.35万 | 0.08% | 2,313 | 253 | 12.3% | $6.27万 | 加仓 |
| USFR | WISDOMTREE TR | $56.79万 | 0.08% | 11,282 | 11,282 | — | $56.79万 | 新建仓 |