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 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | $56.56万 | 0.08% | 134 | -20 | -13.0% | -$8.44万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $56.44万 | 0.08% | 14,488 | -256 | -1.7% | -$9,973 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $56.38万 | 0.08% | 1,926 | 954 | 98.1% | $27.93万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $56.19万 | 0.08% | 21,028 | 0 | 0.0% | — | 不变 |
| SYSB | ISHARES TR | $56.07万 | 0.08% | 6,300 | 669 | 11.9% | $5.95万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $56.00万 | 0.08% | 7,985 | 937 | 13.3% | $6.57万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $55.61万 | 0.08% | 12,325 | 8 | 0.1% | $361 | 加仓 |
| USB | US BANCORP | $55.09万 | 0.08% | 10,593 | -4,721 | -30.8% | -$24.55万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $55.03万 | 0.08% | 4,345 | -247 | -5.4% | -$3.13万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $54.08万 | 0.08% | 19,411 | 6,592 | 51.4% | $18.37万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $53.94万 | 0.08% | 2,957 | -17 | -0.6% | -$3,101 | 减仓 |
| QCOM | QUALCOMM INC | $53.48万 | 0.08% | 4,153 | -1,222 | -22.7% | -$15.74万 | 减仓 |
| DIS | DISNEY WALT CO | $53.27万 | 0.08% | 5,527 | -160 | -2.8% | -$1.54万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $52.70万 | 0.07% | 6,828 | -228 | -3.2% | -$1.76万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $52.56万 | 0.07% | 2,042 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $52.40万 | 0.07% | 2,581 | 3 | 0.1% | $609 | 加仓 |
| WM | WASTE MGMT INC DEL | $51.93万 | 0.07% | 2,260 | 31 | 1.4% | $7,123 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $51.71万 | 0.07% | 1,780 | 520 | 41.3% | $15.11万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $51.55万 | 0.07% | 4,666 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $51.39万 | 0.07% | 850 | -162 | -16.0% | -$9.79万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $51.19万 | 0.07% | 8,357 | 1,312 | 18.6% | $8.04万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $50.71万 | 0.07% | 14,336 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $50.25万 | 0.07% | 10,951 | 4 | 0.0% | $184 | 加仓 |
| TFC | TRUIST FINL CORP | $50.02万 | 0.07% | 10,880 | -854 | -7.3% | -$3.93万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $49.82万 | 0.07% | 26,316 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $49.81万 | 0.07% | 2,886 | 754 | 35.4% | $13.01万 | 加仓 |
| OMC | OMNICOM GROUP INC | $49.63万 | 0.07% | 6,590 | 1,735 | 35.7% | $13.07万 | 加仓 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $48.95万 | 0.07% | 32,500 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $48.48万 | 0.07% | 2,269 | 439 | 24.0% | $9.38万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $48.05万 | 0.07% | 14,161 | 5,941 | 72.3% | $20.16万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $47.69万 | 0.07% | 2,405 | 193 | 8.7% | $3.83万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $47.29万 | 0.07% | 10,599 | 2,695 | 34.1% | $12.03万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $46.33万 | 0.07% | 1,780 | 33 | 1.9% | $8,589 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $46.01万 | 0.06% | 4,984 | 10 | 0.2% | $923 | 加仓 |
| MO | ALTRIA GROUP INC | $45.87万 | 0.06% | 6,952 | -373 | -5.1% | -$2.46万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $45.07万 | 0.06% | 89,610 | -66 | -0.1% | -$332 | 减仓 |
| ETR | ENTERGY CORP NEW | $44.85万 | 0.06% | 3,992 | -46 | -1.1% | -$5,168 | 减仓 |
| IWD | ISHARES TR | $44.82万 | 0.06% | 2,097 | 1 | 0.0% | $214 | 加仓 |
| IFRA | ISHARES TR | $44.61万 | 0.06% | 7,799 | -390 | -4.8% | -$2.23万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $43.86万 | 0.06% | 10,266 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $43.79万 | 0.06% | 1,153 | -124 | -9.7% | -$4.71万 | 减仓 |
| HDV | ISHARES TR | $43.78万 | 0.06% | 3,226 | 2 | 0.1% | $271 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $42.81万 | 0.06% | 2,647 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $42.13万 | 0.06% | 8,982 | 2,896 | 47.6% | $13.58万 | 加仓 |
| SIZE | ISHARES TR | $42.04万 | 0.06% | 2,637 | 10 | 0.4% | $1,594 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $41.76万 | 0.06% | 5,670 | 927 | 19.5% | $6.83万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $41.69万 | 0.06% | 6,138 | -10 | -0.2% | -$679 | 减仓 |
| SYK | STRYKER CORPORATION | $41.56万 | 0.06% | 1,265 | 332 | 35.6% | $10.91万 | 加仓 |
| AZN | ASTRAZENECA PLC | $41.08万 | 0.06% | 2,083 | 2,083 | — | $41.08万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $40.95万 | 0.06% | 7,762 | -150 | -1.9% | -$7,914 | 减仓 |
| ITA | ISHARES TR | $40.95万 | 0.06% | 1,872 | -7,911 | -80.9% | -$173.05万 | 减仓 |
| SHEL | SHELL PLC | $40.66万 | 0.06% | 4,372 | 161 | 3.8% | $1.50万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $40.51万 | 0.06% | 9,684 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $40.35万 | 0.06% | 2,917 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $40.33万 | 0.06% | 2,493 | 6 | 0.2% | $971 | 加仓 |
| VBR | VANGUARD INDEX FDS | $40.06万 | 0.06% | 1,844 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $39.97万 | 0.06% | 462 | -6 | -1.3% | -$5,191 | 减仓 |
| BAC | BANK AMERICA CORP | $39.82万 | 0.06% | 8,168 | -3,337 | -29.0% | -$16.27万 | 减仓 |
| BALL | BALL CORP | $38.99万 | 0.06% | 6,596 | 1 | 0.0% | $59 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $38.71万 | 0.05% | 1,349 | -35 | -2.5% | -$1.00万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $38.61万 | 0.05% | 626 | 141 | 29.1% | $8.70万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $37.84万 | 0.05% | 1,860 | -14 | -0.7% | -$2,848 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $37.70万 | 0.05% | 11,059 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $37.69万 | 0.05% | 3,323 | 66 | 2.0% | $7,485 | 加仓 |
| SYY | SYSCO CORP | $37.56万 | 0.05% | 5,266 | -251 | -4.5% | -$1.79万 | 减仓 |
| ESGE | ISHARES INC | $36.90万 | 0.05% | 8,114 | -863 | -9.6% | -$3.92万 | 减仓 |
| SGOV | ISHARES TR | $36.87万 | 0.05% | 3,663 | 3,663 | — | $36.87万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $36.72万 | 0.05% | 7,815 | -20 | -0.3% | -$940 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $36.72万 | 0.05% | 6,247 | 86 | 1.4% | $5,055 | 加仓 |
| GNMA | ISHARES TR | $36.59万 | 0.05% | 8,253 | -1,868 | -18.5% | -$8.28万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $36.49万 | 0.05% | 22,212 | 5,598 | 33.7% | $9.20万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $36.46万 | 0.05% | 3,149 | -18 | -0.6% | -$2,084 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $36.12万 | 0.05% | 4,238 | 80 | 1.9% | $6,819 | 加仓 |
| — | INNOVATOR ETFS TRUST | $36.04万 | 0.05% | 12,519 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $35.29万 | 0.05% | 2,912 | 327 | 12.6% | $3.96万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $34.99万 | 0.05% | 9,881 | 945 | 10.6% | $3.35万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $34.67万 | 0.05% | 2,249 | 1 | 0.0% | $154 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $34.53万 | 0.05% | 7,486 | 7,486 | — | $34.53万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $34.46万 | 0.05% | 13,574 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $33.95万 | 0.05% | 3,670 | 287 | 8.5% | $2.65万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $33.85万 | 0.05% | 3,816 | -281 | -6.9% | -$2.49万 | 减仓 |
| SDY | SPDR SERIES TRUST | $33.79万 | 0.05% | 2,315 | 3 | 0.1% | $438 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $33.77万 | 0.05% | 17,562 | 26 | 0.1% | $500 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $33.57万 | 0.05% | 12,628 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $33.38万 | 0.05% | 3,435 | 7 | 0.2% | $680 | 加仓 |
| IBDT | ISHARES TR | $33.36万 | 0.05% | 13,171 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $32.93万 | 0.05% | 11,357 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $32.93万 | 0.05% | 3,881 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $32.89万 | 0.05% | 4,012 | 2 | 0.0% | $164 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $32.73万 | 0.05% | 2,944 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $32.06万 | 0.05% | 2,099 | -507 | -19.5% | -$7.74万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $31.89万 | 0.05% | 5,137 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $31.67万 | 0.04% | 2,906 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $31.62万 | 0.04% | 537 | 1 | 0.2% | $589 | 加仓 |
| VBK | VANGUARD INDEX FDS | $31.28万 | 0.04% | 1,035 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $31.28万 | 0.04% | 1,281 | -312 | -19.6% | -$7.62万 | 减仓 |
| — | ISHARES TR | $31.02万 | 0.04% | 12,510 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $30.74万 | 0.04% | 7,232 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $30.71万 | 0.04% | 1,243 | -318 | -20.4% | -$7.86万 | 减仓 |
| EMB | ISHARES TR | $30.54万 | 0.04% | 3,252 | -13,002 | -80.0% | -$122.12万 | 减仓 |