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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,073 | -100.0% | -$38.12万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -648 | -100.0% | -$36.70万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -3,955 | -100.0% | -$34.47万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -974 | -100.0% | -$34.09万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -423 | -100.0% | -$28.05万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,744 | -100.0% | -$26.16万 | 清仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,500 | -100.0% | -$25.48万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,331 | -100.0% | -$24.70万 | 清仓 |
| THM | INTERNATIONAL TOWER HILL MIN | $0 | 0.00% | 0 | -129,687 | -100.0% | -$24.12万 | 清仓 |
| BJUN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,125 | -100.0% | -$23.95万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -661 | -100.0% | -$23.61万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -3,480 | -100.0% | -$22.76万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,331 | -100.0% | -$22.37万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -325 | -100.0% | -$21.90万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -1,418 | -100.0% | -$20.79万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,172 | -100.0% | -$20.21万 | 清仓 |
| MDYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,373 | -100.0% | -$20.09万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -11,538 | -100.0% | -$8.27万 | 清仓 |