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 |
|---|---|---|---|---|---|---|---|---|
| GSK | GSK PLC | $61.07万 | 0.07% | 11,650 | -122 | -1.0% | -$6,395 | 减仓 |
| — | INNOVATOR ETFS TRUST | $61.04万 | 0.07% | 19,411 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $61.02万 | 0.07% | 4,032 | 73 | 1.8% | $1.10万 | 加仓 |
| IWM | ISHARES TR | $60.93万 | 0.07% | 2,028 | -285 | -12.3% | -$8.56万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $60.89万 | 0.07% | 7,705 | -13 | -0.2% | -$1,027 | 减仓 |
| ARCC | ARES CAPITAL CORP | $60.55万 | 0.07% | 32,675 | 18,096 | 124.1% | $33.53万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $60.19万 | 0.07% | 1,200 | -196 | -14.0% | -$9.83万 | 减仓 |
| USB | US BANCORP | $60.12万 | 0.07% | 9,954 | -639 | -6.0% | -$3.86万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $59.92万 | 0.07% | 14,525 | 37 | 0.3% | $1,526 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $59.86万 | 0.07% | 2,984 | 27 | 0.9% | $5,416 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $59.74万 | 0.07% | 17,946 | 643 | 3.7% | $2.14万 | 加仓 |
| GLD | SPDR GOLD TR | $58.43万 | 0.07% | 1,586 | -25 | -1.6% | -$9,210 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $58.21万 | 0.07% | 4,666 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $57.95万 | 0.07% | 21,028 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $57.35万 | 0.07% | 12,005 | 1,406 | 13.3% | $6.72万 | 加仓 |
| ITA | ISHARES TR | $56.07万 | 0.07% | 2,313 | 441 | 23.6% | $10.69万 | 加仓 |
| IEF | ISHARES TR | $55.51万 | 0.07% | 5,870 | 5,870 | — | $55.51万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $55.47万 | 0.07% | 9,821 | -2,560 | -20.7% | -$14.46万 | 减仓 |
| SYSB | ISHARES TR | $54.59万 | 0.07% | 6,153 | -147 | -2.3% | -$1.30万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $54.55万 | 0.07% | 4,857 | -230 | -4.5% | -$2.58万 | 减仓 |
| DIS | DISNEY WALT CO | $54.15万 | 0.07% | 5,626 | 99 | 1.8% | $9,529 | 加仓 |
| PEP | PEPSICO INC | $53.82万 | 0.07% | 3,975 | -111 | -2.7% | -$1.50万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $53.49万 | 0.07% | 3,001 | -349 | -10.4% | -$6.22万 | 减仓 |
| TFC | TRUIST FINL CORP | $53.27万 | 0.07% | 10,693 | -187 | -1.7% | -$9,316 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $53.24万 | 0.07% | 14,336 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $53.11万 | 0.07% | 696 | 73 | 11.7% | $5.57万 | 加仓 |
| CRM | SALESFORCE INC | $53.07万 | 0.07% | 3,388 | -55 | -1.6% | -$8,615 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $52.75万 | 0.06% | 4,239 | 1,834 | 76.3% | $22.82万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $52.57万 | 0.06% | 26,316 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $52.51万 | 0.06% | 5,444 | -1,936 | -26.2% | -$18.67万 | 减仓 |
| LOW | LOWES COS INC | $52.46万 | 0.06% | 2,379 | -109 | -4.4% | -$2.40万 | 减仓 |
| MCD | MCDONALDS CORP | $52.34万 | 0.06% | 1,936 | -117 | -5.7% | -$3.16万 | 减仓 |
| COP | CONOCOPHILLIPS | $52.28万 | 0.06% | 5,029 | -190 | -3.6% | -$1.98万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $52.21万 | 0.06% | 21,269 | -5,033 | -19.1% | -$12.36万 | 减仓 |
| WM | WASTE MGMT INC DEL | $52.07万 | 0.06% | 2,336 | 76 | 3.4% | $1.69万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $51.70万 | 0.06% | 88,676 | -934 | -1.0% | -$5,445 | 减仓 |
| RY | ROYAL BK CDA | $51.66万 | 0.06% | 2,496 | 3 | 0.1% | $621 | 加仓 |
| — | INNOVATOR ETFS TRUST | $50.98万 | 0.06% | 14,161 | 0 | 0.0% | — | 不变 |
| — | RIVERNORTH OPPORTUNISTIC MUN | $50.34万 | 0.06% | 32,500 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $50.30万 | 0.06% | 6,991 | 39 | 0.6% | $2,806 | 加仓 |
| IWD | ISHARES TR | $49.55万 | 0.06% | 2,044 | -53 | -2.5% | -$1.28万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $49.08万 | 0.06% | 10,825 | -126 | -1.2% | -$5,713 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $49.02万 | 0.06% | 1,672 | -108 | -6.1% | -$3.17万 | 减仓 |
| T | AT&T INC | $47.91万 | 0.06% | 23,146 | -2,708 | -10.5% | -$5.61万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $47.89万 | 0.06% | 15,731 | 15,731 | — | $47.89万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $47.42万 | 0.06% | 2,899 | 13 | 0.5% | $2,126 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $47.37万 | 0.06% | 1,751 | -29 | -1.6% | -$7,846 | 减仓 |
| SIZE | ISHARES TR | $47.13万 | 0.06% | 2,644 | 7 | 0.3% | $1,248 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $47.02万 | 0.06% | 21,971 | -241 | -1.1% | -$5,157 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $46.85万 | 0.06% | 10,266 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $46.78万 | 0.06% | 3,343 | 20 | 0.6% | $2,799 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION 看跌期权 | $46.77万 | 0.06% | 500 | 500 | — | $46.77万 | 新建仓 |
| BAC | BANK OF AMER CORP | $46.59万 | 0.06% | 8,176 | 8 | 0.1% | $456 | 加仓 |
| STIP | ISHARES TR | $46.51万 | 0.06% | 4,553 | 4,553 | — | $46.51万 | 新建仓 |
| PFE | PFIZER INC | $45.93万 | 0.06% | 19,074 | -1,732 | -8.3% | -$4.17万 | 减仓 |
| OMC | OMNICOM GROUP INC | $45.21万 | 0.06% | 6,208 | -382 | -5.8% | -$2.78万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $45.07万 | 0.06% | 4,894 | -90 | -1.8% | -$8,288 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $44.77万 | 0.05% | 1,077 | -5 | -0.5% | -$2,079 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $44.52万 | 0.05% | 1,032 | -240 | -18.9% | -$10.35万 | 减仓 |
| XAR | SPDR SERIES TRUST | $44.47万 | 0.05% | 1,567 | 1,567 | — | $44.47万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $44.35万 | 0.05% | 8,351 | -6 | -0.1% | -$319 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $44.29万 | 0.05% | 2,822 | -95 | -3.3% | -$1.49万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $44.03万 | 0.05% | 626 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $44.00万 | 0.05% | 16,054 | -76 | -0.5% | -$2,083 | 减仓 |
| VBR | VANGUARD INDEX FDS | $43.84万 | 0.05% | 1,804 | -40 | -2.2% | -$9,720 | 减仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $43.59万 | 0.05% | 2,250 | 1 | 0.0% | $194 | 加仓 |
| SYY | SYSCO CORP | $43.15万 | 0.05% | 5,163 | -103 | -2.0% | -$8,609 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $42.75万 | 0.05% | 8,585 | 3,626 | 73.1% | $18.06万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $42.56万 | 0.05% | 4,980 | -1,158 | -18.9% | -$9.90万 | 减仓 |
| GNMA | ISHARES TR | $41.62万 | 0.05% | 9,411 | 1,158 | 14.0% | $5.12万 | 加仓 |
| DSI | ISHARES TR | $41.47万 | 0.05% | 2,912 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $41.29万 | 0.05% | 2,167 | -4 | -0.2% | -$762 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $40.01万 | 0.05% | 2,160 | -487 | -18.4% | -$9.02万 | 减仓 |
| GEV | GE VERNOVA INC | $40.00万 | 0.05% | 340 | 1 | 0.3% | $1,176 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $40.00万 | 0.05% | 2,578 | -3 | -0.1% | -$465 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $39.93万 | 0.05% | 11,059 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $39.92万 | 0.05% | 1,269 | -80 | -5.9% | -$2.52万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $39.85万 | 0.05% | 413 | 413 | — | $39.85万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $39.64万 | 0.05% | 2,320 | 2,320 | — | $39.64万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $39.23万 | 0.05% | 2,069 | -14 | -0.7% | -$2,655 | 减仓 |
| GE | GE AEROSPACE | $39.23万 | 0.05% | 1,050 | 18 | 1.7% | $6,725 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $39.08万 | 0.05% | 767 | -83 | -9.8% | -$4.23万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $39.02万 | 0.05% | 6,204 | -43 | -0.7% | -$2,704 | 减仓 |
| ESGE | ISHARES INC | $38.95万 | 0.05% | 7,122 | -992 | -12.2% | -$5.43万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $38.85万 | 0.05% | 4,029 | 213 | 5.6% | $2.05万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $38.47万 | 0.05% | 5,240 | -430 | -7.6% | -$3.16万 | 减仓 |
| ETR | ENTERGY CORP NEW | $38.35万 | 0.05% | 3,339 | -653 | -16.4% | -$7.50万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $38.12万 | 0.05% | 9,881 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $37.70万 | 0.05% | 2,944 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $37.67万 | 0.05% | 4,109 | -129 | -3.0% | -$1.18万 | 减仓 |
| IFRA | ISHARES TR | $37.60万 | 0.05% | 5,964 | -1,835 | -23.5% | -$11.57万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $37.34万 | 0.05% | 500 | 500 | — | $37.34万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $37.05万 | 0.05% | 7,486 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $36.91万 | 0.05% | 12,628 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $36.57万 | 0.04% | 1,000 | -35 | -3.4% | -$1.28万 | 减仓 |
| USXF | ISHARES TR | $36.50万 | 0.04% | 5,256 | 221 | 4.4% | $1.53万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $36.49万 | 0.04% | 3,125 | -24 | -0.8% | -$2,802 | 减仓 |
| NUE | NUCOR CORP | $36.03万 | 0.04% | 1,617 | 2 | 0.1% | $446 | 加仓 |
| GLW | CORNING INC | $35.42万 | 0.04% | 1,387 | -105 | -7.0% | -$2.68万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $35.33万 | 0.04% | 7,762 | 0 | 0.0% | — | 不变 |