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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $35.27万 | 0.04% | 13,574 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $35.15万 | 0.04% | 5,119 | -18 | -0.4% | -$1,236 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $34.91万 | 0.04% | 2,238 | -2,107 | -48.5% | -$32.87万 | 减仓 |
| SDY | SPDR SERIES TRUST | $34.91万 | 0.04% | 2,294 | -21 | -0.9% | -$3,196 | 减仓 |
| SHEL | SHELL PLC | $34.64万 | 0.04% | 4,467 | 95 | 2.2% | $7,366 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $34.62万 | 0.04% | 3,881 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $34.47万 | 0.04% | 12,510 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $34.31万 | 0.04% | 6,175 | 6,175 | — | $34.31万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $34.16万 | 0.04% | 11,357 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $33.36万 | 0.04% | 8,579 | -403 | -4.5% | -$1.57万 | 减仓 |
| EBAY | EBAY INC. | $33.31万 | 0.04% | 2,981 | 16 | 0.5% | $1,788 | 加仓 |
| VNOM | VIPER ENERGY INC | $33.28万 | 0.04% | 7,850 | 35 | 0.4% | $1,484 | 加仓 |
| IBDT | ISHARES TR | $33.26万 | 0.04% | 13,171 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $33.19万 | 0.04% | 7,232 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $33.08万 | 0.04% | 1,294 | 13 | 1.0% | $3,323 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $33.02万 | 0.04% | 3,621 | -282 | -7.2% | -$2.57万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $32.87万 | 0.04% | 2,273 | -165 | -6.8% | -$2.39万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $32.50万 | 0.04% | 16,656 | -906 | -5.2% | -$1.77万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $32.30万 | 0.04% | 9,725 | 9,725 | — | $32.30万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $32.27万 | 0.04% | 813 | -70 | -7.9% | -$2.78万 | 减仓 |
| CRWV | COREWEAVE INC | $31.89万 | 0.04% | 3,204 | 3,204 | — | $31.89万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $31.89万 | 0.04% | 3,838 | -174 | -4.3% | -$1.45万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $31.87万 | 0.04% | 1,139 | -14 | -1.2% | -$3,918 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $31.79万 | 0.04% | 4,440 | 4,440 | — | $31.79万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $31.63万 | 0.04% | 1,456 | 0 | 0.0% | — | 不变 |
| STXF | EA SERIES TRUST | $31.53万 | 0.04% | 6,527 | 16 | 0.2% | $773 | 加仓 |
| ARTY | ISHARES TR | $31.37万 | 0.04% | 4,119 | 4,119 | — | $31.37万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $31.24万 | 0.04% | 2,664 | -242 | -8.3% | -$2.84万 | 减仓 |
| GPC | GENUINE PARTS CO | $31.22万 | 0.04% | 2,646 | -67 | -2.5% | -$7,906 | 减仓 |
| KKR | KKR & CO INC | $31.16万 | 0.04% | 3,395 | -275 | -7.5% | -$2.52万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $31.16万 | 0.04% | 1,391 | 27 | 2.0% | $6,048 | 加仓 |
| IWP | ISHARES TR | $31.02万 | 0.04% | 2,119 | 3 | 0.1% | $439 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $30.92万 | 0.04% | 536 | -1 | -0.2% | -$577 | 减仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $30.89万 | 0.04% | 8,785 | 121 | 1.4% | $4,254 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $30.84万 | 0.04% | 3,484 | 96 | 2.8% | $8,499 | 加仓 |
| NVS | NOVARTIS AG | $30.53万 | 0.04% | 1,948 | -151 | -7.2% | -$2.37万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $30.49万 | 0.04% | 894 | 894 | — | $30.49万 | 新建仓 |
| LII | LENNOX INTL INC | $30.37万 | 0.04% | 530 | 1 | 0.2% | $573 | 加仓 |
| EIX | EDISON INTL | $30.30万 | 0.04% | 4,070 | -50 | -1.2% | -$3,723 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $30.18万 | 0.04% | 7,198 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $30.17万 | 0.04% | 1,708 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $30.02万 | 0.04% | 3,239 | -196 | -5.7% | -$1.82万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $30.01万 | 0.04% | 1,500 | 1,500 | — | $30.01万 | 新建仓 |
| PAPR | INNOVATOR ETFS TRUST | $30.01万 | 0.04% | 7,112 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $29.84万 | 0.04% | 2,885 | 8 | 0.3% | $827 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $29.83万 | 0.04% | 3,320 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $29.72万 | 0.04% | 2,552 | -5 | -0.2% | -$582 | 减仓 |
| EMB | ISHARES TR | $29.47万 | 0.04% | 3,056 | -196 | -6.0% | -$1.89万 | 减仓 |
| IQV | IQVIA HLDGS INC | $29.45万 | 0.04% | 1,524 | -239 | -13.6% | -$4.62万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.08万 | 0.04% | 12,444 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $28.82万 | 0.04% | 5,724 | -5,558 | -49.3% | -$27.98万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $28.79万 | 0.04% | 9,005 | 18 | 0.2% | $575 | 加仓 |
| MCK | MCKESSON CORP | $28.79万 | 0.04% | 381 | -81 | -17.5% | -$6.12万 | 减仓 |
| KLAC | KLA CORP | $28.47万 | 0.03% | 944 | 944 | — | $28.47万 | 新建仓 |
| AGG | ISHARES TR | $28.28万 | 0.03% | 2,857 | -96 | -3.3% | -$9,502 | 减仓 |
| HON | HONEYWELL INTL INC | $28.05万 | 0.03% | 1,253 | -1,461 | -53.8% | -$32.71万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $27.70万 | 0.03% | 1,253 | 1,253 | — | $27.70万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $27.68万 | 0.03% | 9,557 | -537 | -5.3% | -$1.56万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $27.61万 | 0.03% | 2,243 | 897 | 66.6% | $11.04万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $27.47万 | 0.03% | 19,662 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $27.24万 | 0.03% | 2,323 | -442 | -16.0% | -$5.18万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $27.08万 | 0.03% | 9,777 | -113 | -1.1% | -$3,130 | 减仓 |
| BA | BOEING CO | $27.02万 | 0.03% | 1,248 | 42 | 3.5% | $9,092 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $26.36万 | 0.03% | 7,328 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $26.33万 | 0.03% | 743 | -86 | -10.4% | -$3.05万 | 减仓 |
| ASML | ASML HLDG NV | $25.86万 | 0.03% | 130 | 130 | — | $25.86万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $25.73万 | 0.03% | 5,122 | -11,031 | -68.3% | -$55.41万 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $25.67万 | 0.03% | 4,454 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $25.64万 | 0.03% | 5,525 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $25.38万 | 0.03% | 838 | -234 | -21.8% | -$7.09万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.17万 | 0.03% | 9,501 | 9,501 | — | $25.17万 | 新建仓 |
| DBEU | DBX ETF TR | $25.11万 | 0.03% | 4,653 | 112 | 2.5% | $6,043 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $24.93万 | 0.03% | 842 | 842 | — | $24.93万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $24.92万 | 0.03% | 1,629 | 1,629 | — | $24.92万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $24.77万 | 0.03% | 9,056 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $24.70万 | 0.03% | 1,185 | -58 | -4.7% | -$1.21万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $24.69万 | 0.03% | 8,389 | 4 | 0.0% | $118 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $24.48万 | 0.03% | 10,628 | 179 | 1.7% | $4,122 | 加仓 |
| OKTA | OKTA INC | $24.17万 | 0.03% | 1,771 | 1,771 | — | $24.17万 | 新建仓 |
| AON | AON PLC | $24.15万 | 0.03% | 728 | -65 | -8.2% | -$2.16万 | 减仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $24.00万 | 0.03% | 7,726 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $23.98万 | 0.03% | 5,045 | -69 | -1.3% | -$3,280 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $23.96万 | 0.03% | 6,607 | -25 | -0.4% | -$907 | 减仓 |
| ETN | EATON CORP PLC | $23.95万 | 0.03% | 562 | -20 | -3.4% | -$8,522 | 减仓 |
| BX | BLACKSTONE INC | $23.54万 | 0.03% | 2,000 | -58 | -2.8% | -$6,825 | 减仓 |
| ES | EVERSOURCE ENERGY | $23.48万 | 0.03% | 3,250 | -55 | -1.7% | -$3,974 | 减仓 |
| UNP | UNION PAC CORP | $23.37万 | 0.03% | 859 | -20 | -2.3% | -$5,441 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $23.27万 | 0.03% | 7,720 | 101 | 1.3% | $3,044 | 加仓 |
| O | REALTY INCOME CORP | $22.79万 | 0.03% | 3,679 | 3,679 | — | $22.79万 | 新建仓 |
| IBDR | ISHARES TR | $22.77万 | 0.03% | 9,399 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $22.67万 | 0.03% | 1,429 | -87 | -5.7% | -$1.38万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $22.58万 | 0.03% | 5,244 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $22.43万 | 0.03% | 2,389 | 6 | 0.3% | $563 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $22.26万 | 0.03% | 970 | 970 | — | $22.26万 | 新建仓 |
| PSX | PHILLIPS 66 | $22.22万 | 0.03% | 1,314 | 48 | 3.8% | $8,117 | 加仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $22.18万 | 0.03% | 4,467 | 39 | 0.9% | $1,936 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $21.99万 | 0.03% | 6,499 | -167 | -2.5% | -$5,651 | 重新持有 |
| FLNG | FLEX LNG LTD | $21.88万 | 0.03% | 7,799 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.81万 | 0.03% | 2,687 | 10 | 0.4% | $812 | 加仓 |
| BIL | SPDR SERIES TRUST | $21.71万 | 0.03% | 2,369 | 2,369 | — | $21.71万 | 新建仓 |