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 |
|---|---|---|---|---|---|---|---|---|
| AFL | AFLAC INC | $30.34万 | 0.04% | 2,765 | 48 | 1.8% | $5,266 | 加仓 |
| EIX | EDISON INTL | $30.15万 | 0.04% | 4,120 | -143 | -3.4% | -$1.05万 | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $30.13万 | 0.04% | 8,987 | -1,487 | -14.2% | -$4.99万 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $30.08万 | 0.04% | 8,664 | 132 | 1.5% | $4,583 | 加仓 |
| IQV | IQVIA HLDGS INC | $30.07万 | 0.04% | 1,763 | 63 | 3.7% | $1.07万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $29.73万 | 0.04% | 19,662 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $29.62万 | 0.04% | 339 | -32 | -8.6% | -$2.80万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $29.44万 | 0.04% | 2,867 | -88 | -3.0% | -$9,036 | 减仓 |
| AGG | ISHARES TR | $29.31万 | 0.04% | 2,953 | -116 | -3.8% | -$1.15万 | 减仓 |
| GE | GE AEROSPACE | $29.28万 | 0.04% | 1,032 | -140 | -11.9% | -$3.97万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.28万 | 0.04% | 1,082 | -701 | -39.3% | -$18.97万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $28.92万 | 0.04% | 2,438 | -373 | -13.3% | -$4.42万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $28.85万 | 0.04% | 2,171 | 268 | 14.1% | $3.56万 | 加仓 |
| GPC | GENUINE PARTS CO | $28.69万 | 0.04% | 2,713 | 561 | 26.1% | $5.93万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $28.46万 | 0.04% | 829 | -151 | -15.4% | -$5.18万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $28.31万 | 0.04% | 7,112 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $28.30万 | 0.04% | 1,708 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $28.10万 | 0.04% | 883 | -261 | -22.8% | -$8.31万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $27.92万 | 0.04% | 3,388 | 13 | 0.4% | $1,071 | 加仓 |
| USXF | ISHARES TR | $27.80万 | 0.04% | 5,035 | 962 | 23.6% | $5.31万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.72万 | 0.04% | 1,364 | -56 | -3.9% | -$1.14万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $27.61万 | 0.04% | 7,198 | 0 | 0.0% | — | 不变 |
| STXF | EA SERIES TRUST | $27.33万 | 0.04% | 6,511 | 18 | 0.3% | $755 | 加仓 |
| NUE | NUCOR CORP | $27.31万 | 0.04% | 1,615 | 1 | 0.1% | $169 | 加仓 |
| IWP | ISHARES TR | $27.11万 | 0.04% | 2,116 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $26.99万 | 0.04% | 2,965 | -814 | -21.5% | -$7.41万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.80万 | 0.04% | 12,444 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $26.27万 | 0.04% | 14,579 | -236 | -1.6% | -$4,253 | 减仓 |
| LIN | LINDE PLC | $26.27万 | 0.04% | 530 | -83 | -13.5% | -$4.11万 | 减仓 |
| INTC | INTEL CORP | $26.03万 | 0.04% | 5,899 | 107 | 1.8% | $4,722 | 加仓 |
| AON | AON PLC | $25.60万 | 0.04% | 793 | 218 | 37.9% | $7.04万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $25.48万 | 0.04% | 1,072 | -81 | -7.0% | -$1.93万 | 减仓 |
| ICVT | ISHARES TR | $25.47万 | 0.04% | 2,502 | -543 | -17.8% | -$5.53万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.34万 | 0.04% | 10,094 | -845 | -7.7% | -$2.12万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $25.22万 | 0.04% | 3,903 | -4 | -0.1% | -$258 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $25.14万 | 0.04% | 728 | -277 | -27.6% | -$9.57万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $24.73万 | 0.03% | 7,328 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $24.55万 | 0.03% | 529 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $24.51万 | 0.03% | 2,557 | 10 | 0.4% | $958 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.48万 | 0.03% | 9,890 | -225 | -2.2% | -$5,569 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $24.32万 | 0.03% | 623 | -32 | -4.9% | -$1.25万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $24.27万 | 0.03% | 2,430 | 0 | 0.0% | — | 不变 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $24.06万 | 0.03% | 10,449 | 10,449 | — | $24.06万 | 新建仓 |
| BA | BOEING CO | $24.00万 | 0.03% | 1,206 | 146 | 13.8% | $2.91万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.96万 | 0.03% | 9,056 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $23.82万 | 0.03% | 5,525 | 5,525 | — | $23.82万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $23.79万 | 0.03% | 4,959 | -388 | -7.3% | -$1.86万 | 减仓 |
| BX | BLACKSTONE INC | $23.66万 | 0.03% | 2,058 | 60 | 3.0% | $6,898 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $23.38万 | 0.03% | 4,454 | 4,454 | — | $23.38万 | 新建仓 |
| FLNG | FLEX LNG LTD | $23.17万 | 0.03% | 7,799 | 7,799 | — | $23.17万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $23.13万 | 0.03% | 1,456 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $23.10万 | 0.03% | 7,218 | -399 | -5.2% | -$1.28万 | 减仓 |
| PSX | PHILLIPS 66 | $23.06万 | 0.03% | 1,266 | 1,266 | — | $23.06万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $22.90万 | 0.03% | 3,305 | -24 | -0.7% | -$1,663 | 减仓 |
| IBDR | ISHARES TR | $22.78万 | 0.03% | 9,399 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $22.76万 | 0.03% | 3,645 | 5 | 0.1% | $312 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $22.63万 | 0.03% | 10,534 | -4,298 | -29.0% | -$9.23万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $22.59万 | 0.03% | 2,281 | -210 | -8.4% | -$2.08万 | 重新持有 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.32万 | 0.03% | 5,899 | 5,899 | — | $22.32万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $22.23万 | 0.03% | 1,516 | 0 | 0.0% | — | 不变 |
| DBEU | DBX ETF TR | $22.12万 | 0.03% | 4,541 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $22.11万 | 0.03% | 2,383 | 6 | 0.3% | $557 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $21.85万 | 0.03% | 6,632 | 6,632 | — | $21.85万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.67万 | 0.03% | 2,677 | 10 | 0.4% | $810 | 加仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $21.65万 | 0.03% | 4,428 | 37 | 0.8% | $1,809 | 加仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $21.63万 | 0.03% | 7,726 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $21.50万 | 0.03% | 8,385 | 6 | 0.1% | $154 | 加仓 |
| IBDS | ISHARES TR | $21.49万 | 0.03% | 8,867 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $21.34万 | 0.03% | 879 | 879 | — | $21.34万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $21.28万 | 0.03% | 5,014 | 5,014 | — | $21.28万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $21.16万 | 0.03% | 1,346 | 1,346 | — | $21.16万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $21.03万 | 0.03% | 5,244 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $20.99万 | 0.03% | 5,114 | 5,114 | — | $20.99万 | 新建仓 |
| ADSK | AUTODESK INC | $20.97万 | 0.03% | 876 | -28 | -3.1% | -$6,703 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $20.88万 | 0.03% | 1,272 | 1,272 | — | $20.88万 | 新建仓 |
| ETN | EATON CORP PLC | $20.82万 | 0.03% | 582 | -25 | -4.1% | -$8,942 | 重新持有 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $20.81万 | 0.03% | 3,320 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $20.66万 | 0.03% | 2,877 | -12 | -0.4% | -$862 | 减仓 |
| NEE | NEXTERA ENERGY INC | $20.65万 | 0.03% | 2,223 | 2,223 | — | $20.65万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $20.49万 | 0.03% | 6,372 | 0 | 0.0% | — | 不变 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $20.32万 | 0.03% | 7,619 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $20.28万 | 0.03% | 1,492 | 1,492 | — | $20.28万 | 新建仓 |
| W | WAYFAIR INC | $20.10万 | 0.03% | 2,673 | 0 | 0.0% | — | 不变 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $19.04万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| SVM | SILVERCORP METALS INC | $15.10万 | 0.02% | 14,062 | -6,336 | -31.1% | -$6.80万 | 减仓 |
| FSM | FORTUNA MNG CORP | $14.41万 | 0.02% | 14,511 | -6,519 | -31.0% | -$6.47万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $13.09万 | 0.02% | 15,487 | 0 | 0.0% | — | 不变 |
| — | FIRST FNDTN INC | $9.61万 | 0.01% | 16,283 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC | $9.17万 | 0.01% | 10,214 | 0 | 0.0% | — | 不变 |
| IBRX | IMMUNITYBIO INC | $8.44万 | 0.01% | 11,000 | 11,000 | — | $8.44万 | 新建仓 |
| TMQ | TRILOGY METALS INC NEW | $7.57万 | 0.01% | 21,100 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD | $6.73万 | 0.01% | 15,090 | 0 | 0.0% | — | 不变 |
| — | BITFARMS LTD | $4.63万 | 0.01% | 23,750 | 250 | 1.1% | $488 | 加仓 |
| — | AMERICAN RES CORP | $3.26万 | 0.00% | 13,467 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $2.61万 | 0.00% | 17,200 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $2.41万 | 0.00% | 10,648 | 0 | 0.0% | — | 不变 |
| URG | UR-ENERGY INC | $1.53万 | 0.00% | 10,282 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -23,021 | -100.0% | -$65.52万 | 清仓 |
| — | BLACKROCK CALIF MUN INCOME T | $0 | 0.00% | 0 | -56,298 | -100.0% | -$60.46万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -10,624 | -100.0% | -$42.06万 | 清仓 |