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 |
|---|---|---|---|---|---|---|---|---|
| ENSG | ENSIGN GROUP INC | $135.58万 | 0.17% | 8,458 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $135.56万 | 0.17% | 44,931 | 0 | 0.0% | — | 不变 |
| NJUL | INNOVATOR ETFS TRUST | $129.22万 | 0.16% | 16,688 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS ETF TR | $128.59万 | 0.16% | 18,849 | 121 | 0.6% | $8,255 | 加仓 |
| ITOT | ISHARES TR | $127.82万 | 0.16% | 7,781 | 225 | 3.0% | $3.70万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $127.57万 | 0.16% | 7,052 | -754 | -9.7% | -$13.64万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $127.35万 | 0.16% | 47,519 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $127.24万 | 0.16% | 3,438 | 859 | 33.3% | $31.79万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $125.80万 | 0.15% | 2,408 | -175 | -6.8% | -$9.14万 | 减仓 |
| SOXX | ISHARES TR | $124.63万 | 0.15% | 1,945 | 128 | 7.0% | $8.20万 | 加仓 |
| SGOV | ISHARES TR | $124.23万 | 0.15% | 12,340 | 8,677 | 236.9% | $87.35万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $122.55万 | 0.15% | 28,944 | 144 | 0.5% | $6,097 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $120.55万 | 0.15% | 23,833 | 3,291 | 16.0% | $16.65万 | 加仓 |
| VV | VANGUARD INDEX FDS | $119.65万 | 0.15% | 3,479 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $118.77万 | 0.15% | 4,720 | 86 | 1.9% | $2.16万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $118.04万 | 0.14% | 2,032 | 172 | 9.2% | $9.99万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $117.10万 | 0.14% | 6,893 | 14 | 0.2% | $2,378 | 加仓 |
| DE | DEERE & CO | $113.00万 | 0.14% | 1,781 | -47 | -2.6% | -$2.98万 | 减仓 |
| EFA | ISHARES TR | $112.18万 | 0.14% | 10,799 | -238 | -2.2% | -$2.47万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $109.61万 | 0.13% | 26,852 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $108.68万 | 0.13% | 13,373 | 145 | 1.1% | $1.18万 | 加仓 |
| HD | HOME DEPOT INC | $108.06万 | 0.13% | 3,064 | -401 | -11.6% | -$14.14万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $107.56万 | 0.13% | 38,956 | -3,685 | -8.6% | -$10.17万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $106.03万 | 0.13% | 35,448 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $105.40万 | 0.13% | 34,867 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $104.95万 | 0.13% | 7,516 | 1,617 | 27.4% | $22.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $102.97万 | 0.13% | 14,731 | 11,086 | 304.1% | $77.49万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $101.57万 | 0.12% | 13,628 | -75 | -0.5% | -$5,590 | 减仓 |
| IJH | ISHARES TR | $101.18万 | 0.12% | 13,122 | -1,680 | -11.3% | -$12.95万 | 减仓 |
| VLUE | ISHARES TR | $101.02万 | 0.12% | 5,056 | -64 | -1.2% | -$1.28万 | 减仓 |
| COWZ | PACER FDS TR | $100.12万 | 0.12% | 16,097 | -96 | -0.6% | -$5,971 | 减仓 |
| LRCX | LAM RESEARCH CORP | $99.90万 | 0.12% | 2,305 | 36 | 1.6% | $1.56万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $99.10万 | 0.12% | 35,400 | 12,913 | 57.4% | $36.15万 | 加仓 |
| WABC | WESTAMERICA BANCORPORATION | $97.47万 | 0.12% | 16,613 | -5,162 | -23.7% | -$30.29万 | 减仓 |
| ORCL | ORACLE CORP | $96.73万 | 0.12% | 6,601 | 165 | 2.6% | $2.42万 | 加仓 |
| EMGF | ISHARES INC | $96.49万 | 0.12% | 13,171 | 629 | 5.0% | $4.61万 | 加仓 |
| PRK | PARK NATL CORP | $96.07万 | 0.12% | 5,250 | 0 | 0.0% | — | 不变 |
| LMUB | ISHARES TR | $93.79万 | 0.12% | 18,312 | 4,086 | 28.7% | $20.93万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $93.40万 | 0.11% | 22,848 | 22,848 | — | $93.40万 | 新建仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $91.90万 | 0.11% | 47,065 | 2,424 | 5.4% | $4.73万 | 加仓 |
| AMLP | ALPS ETF TR | $91.15万 | 0.11% | 17,580 | 1,719 | 10.8% | $8.91万 | 加仓 |
| IJR | ISHARES TR | $90.50万 | 0.11% | 6,102 | -70 | -1.1% | -$1.04万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $89.96万 | 0.11% | 44,175 | 2,487 | 6.0% | $5.06万 | 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 |
| VTV | VANGUARD INDEX FDS | $88.89万 | 0.11% | 4,079 | 311 | 8.3% | $6.78万 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $88.65万 | 0.11% | 24,866 | -8,044 | -24.4% | -$28.68万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $88.62万 | 0.11% | 16,758 | 162 | 1.0% | $8,567 | 加仓 |
| — | INNOVATOR ETFS TRUST | $86.11万 | 0.11% | 30,599 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $85.78万 | 0.11% | 28,623 | -8,316 | -22.5% | -$24.92万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $84.05万 | 0.10% | 1,760 | -359 | -16.9% | -$17.14万 | 减仓 |
| NFLX | NETFLIX INC. | $83.68万 | 0.10% | 11,720 | -100 | -0.8% | -$7,140 | 减仓 |
| IEFA | ISHARES TR | $83.11万 | 0.10% | 8,605 | 186 | 2.2% | $1.80万 | 加仓 |
| ENB | ENBRIDGE INC | $82.69万 | 0.10% | 15,254 | -152 | -1.0% | -$8,240 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $82.26万 | 0.10% | 10,725 | 3,897 | 57.1% | $29.89万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $81.85万 | 0.10% | 29,725 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $81.65万 | 0.10% | 6,998 | 309 | 4.6% | $3.61万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $81.24万 | 0.10% | 43,735 | 2,768 | 6.8% | $5.14万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $81.01万 | 0.10% | 21,274 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $80.10万 | 0.10% | 11,708 | -1,325 | -10.2% | -$9.06万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $78.81万 | 0.10% | 47,348 | 841 | 1.8% | $1.40万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $77.55万 | 0.10% | 25,494 | 0 | 0.0% | — | 不变 |
| — | INVESCO CALIF VALUE MUN INCO | $77.35万 | 0.09% | 71,687 | 1,269 | 1.8% | $1.37万 | 加仓 |
| MS | MORGAN STANLEY | $77.08万 | 0.09% | 3,687 | -23 | -0.6% | -$4,808 | 减仓 |
| AMGN | AMGEN INC | $76.56万 | 0.09% | 2,114 | -130 | -5.8% | -$4.71万 | 减仓 |
| BLK | BLACKROCK INC | $75.72万 | 0.09% | 788 | 4 | 0.5% | $3,844 | 加仓 |
| MA | MASTERCARD INCORPORATED | $75.61万 | 0.09% | 1,472 | -133 | -8.3% | -$6.83万 | 减仓 |
| F | FORD MTR CO | $75.40万 | 0.09% | 54,246 | 106 | 0.2% | $1,473 | 加仓 |
| IWF | ISHARES TR | $75.35万 | 0.09% | 6,068 | -112 | -1.8% | -$1.39万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $73.90万 | 0.09% | 27,741 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $73.76万 | 0.09% | 3,086 | -288 | -8.5% | -$6.88万 | 减仓 |
| VDE | VANGUARD WORLD FD | $72.93万 | 0.09% | 4,858 | -486 | -9.1% | -$7.30万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $72.78万 | 0.09% | 7,888 | -815 | -9.4% | -$7.52万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $72.58万 | 0.09% | 4,000 | -1,000 | -20.0% | -$18.15万 | 减仓 |
| EMXC | ISHARES INC | $71.97万 | 0.09% | 7,035 | -329 | -4.5% | -$3.37万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $71.77万 | 0.09% | 16,602 | 6,918 | 71.4% | $29.91万 | 加仓 |
| QCOM | QUALCOMM INC | $71.56万 | 0.09% | 3,873 | -280 | -6.7% | -$5.17万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $71.12万 | 0.09% | 8,256 | -210 | -2.5% | -$1.81万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $70.75万 | 0.09% | 27,402 | 27,402 | — | $70.75万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $70.47万 | 0.09% | 8,600 | 8,600 | — | $70.47万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $69.75万 | 0.09% | 26,863 | 26,863 | — | $69.75万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $69.29万 | 0.09% | 1,792 | -134 | -7.0% | -$5.18万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $68.17万 | 0.08% | 2,288 | 7 | 0.3% | $2,086 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $67.47万 | 0.08% | 6,547 | 4,117 | 169.4% | $42.43万 | 加仓 |
| AGI | ALAMOS GOLD INC | $67.16万 | 0.08% | 22,136 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE CALIF MUN INCOM | $66.78万 | 0.08% | 63,476 | 4,398 | 7.4% | $4.63万 | 加仓 |
| SYK | STRYKER CORPORATION | $66.37万 | 0.08% | 2,108 | 843 | 66.6% | $26.54万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $65.93万 | 0.08% | 5,209 | -575 | -9.9% | -$7.28万 | 减仓 |
| TJX | TJX COS INC NEW | $64.99万 | 0.08% | 4,290 | 18 | 0.4% | $2,727 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $64.83万 | 0.08% | 8,088 | 103 | 1.3% | $8,257 | 加仓 |
| — | INNOVATOR ETFS TRUST | $64.51万 | 0.08% | 21,872 | 9,353 | 74.7% | $27.59万 | 加仓 |
| — | ISHARES TR | $64.08万 | 0.08% | 21,997 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $64.07万 | 0.08% | 3,377 | -33 | -1.0% | -$6,261 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $63.74万 | 0.08% | 12,332 | 7 | 0.1% | $362 | 加仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $63.68万 | 0.08% | 18,314 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看跌期权 | $63.66万 | 0.08% | 2,200 | 2,200 | — | $63.66万 | 新建仓 |
| MDT | MEDTRONIC PLC | $63.55万 | 0.08% | 8,124 | 1,302 | 19.1% | $10.19万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $63.26万 | 0.08% | 10,332 | -530 | -4.9% | -$3.25万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $62.91万 | 0.08% | 11,734 | -171 | -1.4% | -$9,168 | 减仓 |
| VOT | VANGUARD INDEX FDS | $62.55万 | 0.08% | 2,042 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $61.92万 | 0.08% | 10,074 | -5,507 | -35.3% | -$33.85万 | 减仓 |