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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,176.15万 | 5.90% | 164,551 | -3,488 | -2.1% | -$88.52万 | 减仓 |
| IVV | ISHARES TR | $2,997.38万 | 4.23% | 45,887 | 3,799 | 9.0% | $248.15万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,738.11万 | 3.87% | 357,735 | -9,560 | -2.6% | -$73.17万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,383.15万 | 3.36% | 409,616 | -9,236 | -2.2% | -$53.74万 | 减仓 |
| IVE | ISHARES TR | $1,697.06万 | 2.40% | 80,372 | -9,333 | -10.4% | -$197.07万 | 减仓 |
| IVW | ISHARES TR | $1,629.82万 | 2.30% | 144,091 | 2,629 | 1.9% | $29.74万 | 加仓 |
| QUAL | ISHARES TR | $1,511.25万 | 2.13% | 78,789 | -904 | -1.1% | -$17.34万 | 减仓 |
| EFV | ISHARES TR | $1,479.85万 | 2.09% | 199,039 | -44,771 | -18.4% | -$332.87万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,367.76万 | 1.93% | 589,043 | 39,361 | 7.2% | $91.40万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,224.71万 | 1.73% | 380,900 | 380,900 | — | $1,224.71万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,103.07万 | 1.56% | 16,961 | -889 | -5.0% | -$57.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $951.05万 | 1.34% | 25,692 | 367 | 1.4% | $13.59万 | 加仓 |
| MGK | VANGUARD WORLD FD | $884.77万 | 1.25% | 24,079 | -1,059 | -4.2% | -$38.91万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $883.41万 | 1.25% | 14,784 | 1,176 | 8.6% | $70.27万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $883.30万 | 1.25% | 243,871 | 21,461 | 9.6% | $77.73万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $880.24万 | 1.24% | 267,145 | 18,152 | 7.3% | $59.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $853.72万 | 1.21% | 48,952 | -1,624 | -3.2% | -$28.32万 | 减仓 |
| GOOGL | ALPHABET INC | $835.51万 | 1.18% | 29,055 | -739 | -2.5% | -$21.25万 | 减仓 |
| ESGU | ISHARES TR | $796.95万 | 1.13% | 56,353 | -1,587 | -2.7% | -$22.44万 | 减仓 |
| IEMG | ISHARES INC | $771.55万 | 1.09% | 110,616 | -12,219 | -9.9% | -$85.23万 | 减仓 |
| IUSB | ISHARES TR | $770.39万 | 1.09% | 166,786 | 16,028 | 10.6% | $74.03万 | 加仓 |
| AMZN | AMAZON COM INC | $732.09万 | 1.03% | 35,151 | -839 | -2.3% | -$17.47万 | 减仓 |
| OEF | ISHARES TR | $684.14万 | 0.97% | 21,509 | -40,365 | -65.2% | -$1,283.89万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $669.73万 | 0.95% | 45,221 | -757 | -1.6% | -$11.21万 | 减仓 |
| VO | VANGUARD INDEX FDS | $649.22万 | 0.92% | 22,607 | -486 | -2.1% | -$13.96万 | 减仓 |
| EFG | ISHARES TR | $646.86万 | 0.91% | 58,082 | 28,251 | 94.7% | $314.63万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $645.56万 | 0.91% | 157,224 | 157,224 | — | $645.56万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $644.11万 | 0.91% | 100,517 | -1,748 | -1.7% | -$11.20万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $642.33万 | 0.91% | 136,927 | -81,693 | -37.4% | -$383.22万 | 减仓 |
| GOOG | ALPHABET INC | $626.19万 | 0.88% | 21,829 | -1,112 | -4.8% | -$31.90万 | 减仓 |
| QQQ | INVESCO QQQ TR | $594.48万 | 0.84% | 10,300 | -198 | -1.9% | -$11.43万 | 减仓 |
| TSLA | TESLA INC | $580.41万 | 0.82% | 15,613 | 171 | 1.1% | $6.36万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $574.90万 | 0.81% | 5,770 | 79 | 1.4% | $7.87万 | 加仓 |
| VB | VANGUARD INDEX FDS | $570.91万 | 0.81% | 21,797 | -331 | -1.5% | -$8.67万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $541.88万 | 0.76% | 11,308 | -448 | -3.8% | -$21.47万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $540.48万 | 0.76% | 18,374 | -310 | -1.7% | -$9.12万 | 减仓 |
| MBB | ISHARES TR | $539.72万 | 0.76% | 56,843 | 4,629 | 8.9% | $43.95万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $520.39万 | 0.73% | 46,418 | 3,318 | 7.7% | $37.20万 | 加仓 |
| GOVT | ISHARES TR | $520.12万 | 0.73% | 227,028 | 200,823 | 766.4% | $460.09万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $482.33万 | 0.68% | 22,428 | -160 | -0.7% | -$3.44万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $457.53万 | 0.65% | 55,291 | 2,285 | 4.3% | $18.91万 | 加仓 |
| PFF | ISHARES TR | $428.36万 | 0.60% | 141,280 | -1,720 | -1.2% | -$5.22万 | 减仓 |
| SHLD | GLOBAL X FDS | $415.85万 | 0.59% | 58,703 | 14,955 | 34.2% | $105.94万 | 加仓 |
| AVGO | BROADCOM INC | $396.03万 | 0.56% | 12,795 | -115 | -0.9% | -$3.56万 | 减仓 |
| MTUM | ISHARES TR | $367.04万 | 0.52% | 15,294 | 522 | 3.5% | $12.53万 | 加仓 |
| HYG | ISHARES TR | $354.06万 | 0.50% | 44,503 | -801 | -1.8% | -$6.37万 | 减仓 |
| IVLU | ISHARES TR | $353.51万 | 0.50% | 89,090 | -2,951 | -3.2% | -$11.71万 | 减仓 |
| CVX | CHEVRON CORPORATION | $339.62万 | 0.48% | 16,415 | -176 | -1.1% | -$3.64万 | 减仓 |
| IYW | ISHARES TR | $334.89万 | 0.47% | 18,460 | -1,388 | -7.0% | -$25.18万 | 减仓 |
| — | EXXON MOBIL CORP | $331.10万 | 0.47% | 19,516 | -2 | -0.0% | -$339 | 减仓 |
| TLH | ISHARES TR | $330.31万 | 0.47% | 32,795 | 577 | 1.8% | $5.81万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $319.95万 | 0.45% | 9,782 | -58 | -0.6% | -$1.90万 | 减仓 |
| META | META PLATFORMS INC | $311.37万 | 0.44% | 5,442 | -23 | -0.4% | -$1.32万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $306.81万 | 0.43% | 59,081 | -7,669 | -11.5% | -$39.83万 | 减仓 |
| MUB | ISHARES TR | $305.99万 | 0.43% | 28,826 | 838 | 3.0% | $8.90万 | 加仓 |
| IAU | ISHARES GOLD TR | $300.48万 | 0.42% | 34,083 | -27,830 | -45.0% | -$245.35万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $295.53万 | 0.42% | 12,090 | -182 | -1.5% | -$4.45万 | 减仓 |
| DVY | ISHARES TR | $283.49万 | 0.40% | 18,724 | -374 | -2.0% | -$5.66万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $282.73万 | 0.40% | 58,343 | -3,938 | -6.3% | -$19.08万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $269.42万 | 0.38% | 95,679 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $267.51万 | 0.38% | 87,192 | -3,317 | -3.7% | -$10.18万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $264.77万 | 0.37% | 80,921 | 80,921 | — | $264.77万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $258.50万 | 0.36% | 26,276 | 1,067 | 4.2% | $10.50万 | 加仓 |
| VDC | VANGUARD WORLD FD | $245.92万 | 0.35% | 10,950 | -258 | -2.3% | -$5.79万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $242.61万 | 0.34% | 35,532 | 252 | 0.7% | $1.72万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $222.35万 | 0.31% | 46,274 | 6,463 | 16.2% | $31.06万 | 加仓 |
| LLY | ELI LILLY & CO | $222.24万 | 0.31% | 2,416 | -215 | -8.2% | -$19.78万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $221.31万 | 0.31% | 90,740 | 1,519 | 1.7% | $3.70万 | 加仓 |
| CAT | CATERPILLAR INC | $217.22万 | 0.31% | 3,066 | 107 | 3.6% | $7.58万 | 加仓 |
| SHOP | SHOPIFY INC | $214.19万 | 0.30% | 18,057 | -380 | -2.1% | -$4.51万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $214.12万 | 0.30% | 30,103 | -3,701 | -10.9% | -$26.33万 | 减仓 |
| BE | BLOOM ENERGY CORP | $212.81万 | 0.30% | 15,707 | 3,038 | 24.0% | $41.16万 | 加仓 |
| WMT | WALMART INC | $208.10万 | 0.29% | 16,744 | -936 | -5.3% | -$11.63万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $199.27万 | 0.28% | 43,451 | 3,969 | 10.1% | $18.20万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $196.58万 | 0.28% | 6,499 | -182 | -2.7% | -$5.50万 | 减仓 |
| IWB | ISHARES TR | $191.25万 | 0.27% | 5,364 | -968 | -15.3% | -$34.51万 | 减仓 |
| CSCO | CISCO SYS INC | $188.67万 | 0.27% | 24,317 | -987 | -3.9% | -$7.66万 | 减仓 |
| SLV | ISHARES SILVER TR | $186.10万 | 0.26% | 27,312 | -160 | -0.6% | -$1.09万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $182.23万 | 0.26% | 2,154 | 13 | 0.6% | $1.10万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $175.44万 | 0.25% | 38,167 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $175.13万 | 0.25% | 12,125 | -2,045 | -14.4% | -$29.54万 | 减仓 |
| IAGG | ISHARES TR | $174.42万 | 0.25% | 34,856 | 4,914 | 16.4% | $24.59万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $170.43万 | 0.24% | 8,458 | -200 | -2.3% | -$4.03万 | 减仓 |
| WFC | WELLS FARGO & CO | $167.45万 | 0.24% | 21,033 | -78 | -0.4% | -$6,210 | 减仓 |
| MRK | MERCK & CO INC | $167.13万 | 0.24% | 13,894 | 205 | 1.5% | $2.47万 | 加仓 |
| IEV | ISHARES TR | $166.77万 | 0.24% | 24,547 | -672 | -2.7% | -$4.57万 | 减仓 |
| RBLX | ROBLOX CORP | $165.90万 | 0.23% | 29,331 | 51 | 0.2% | $2,885 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $162.29万 | 0.23% | 30,027 | -1,846 | -5.8% | -$9.98万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $159.24万 | 0.22% | 44,931 | 3,206 | 7.7% | $11.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $159.00万 | 0.22% | 59,888 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $154.95万 | 0.22% | 5,127 | 357 | 7.5% | $10.79万 | 加仓 |
| SUSL | ISHARES TR | $153.65万 | 0.22% | 13,525 | 137 | 1.0% | $1.56万 | 加仓 |
| VLO | VALERO ENERGY CORP | $145.27万 | 0.21% | 5,880 | -513 | -8.0% | -$12.67万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $144.58万 | 0.20% | 28,800 | -2,013 | -6.5% | -$10.11万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $132.08万 | 0.19% | 5,449 | 119 | 2.2% | $2.88万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $129.07万 | 0.18% | 7,806 | -49 | -0.6% | -$8,102 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $125.78万 | 0.18% | 120,939 | 58,500 | 93.7% | $60.84万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $122.36万 | 0.17% | 47,519 | 0 | 0.0% | — | 不变 |
| SDOG | ALPS ETF TR | $121.80万 | 0.17% | 18,728 | 121 | 0.7% | $7,869 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $119.64万 | 0.17% | 2,583 | 1 | 0.0% | $463 | 加仓 |