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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $4,706.91万 | 5.78% | 535,606 | 177,871 | 49.7% | $1,563.13万 | 加仓 |
| AAPL | APPLE INC | $4,704.44万 | 5.77% | 162,581 | -1,970 | -1.2% | -$57.00万 | 减仓 |
| IVV | ISHARES TR | $4,492.71万 | 5.51% | 59,992 | 14,105 | 30.7% | $1,056.30万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,928.35万 | 3.59% | 430,577 | 20,961 | 5.1% | $142.56万 | 加仓 |
| IVW | ISHARES TR | $2,033.24万 | 2.49% | 147,840 | 3,749 | 2.6% | $51.56万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,867.11万 | 2.29% | 510,139 | 129,239 | 33.9% | $473.01万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,524.84万 | 1.87% | 659,249 | 70,206 | 11.9% | $162.39万 | 加仓 |
| IVE | ISHARES TR | $1,512.38万 | 1.86% | 66,607 | -13,765 | -17.1% | -$312.55万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,317.98万 | 1.62% | 17,649 | 688 | 4.1% | $51.38万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,176.14万 | 1.44% | 223,091 | -44,054 | -16.5% | -$232.25万 | 减仓 |
| EFG | ISHARES TR | $1,059.76万 | 1.30% | 85,176 | 27,094 | 46.6% | $337.10万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,034.87万 | 1.27% | 117,719 | -2,676 | -2.2% | -$23.52万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,016.06万 | 1.25% | 14,794 | 10 | 0.1% | $6,868 | 加仓 |
| GOOGL | ALPHABET INC | $986.17万 | 1.21% | 27,595 | -1,460 | -5.0% | -$52.18万 | 减仓 |
| IUSB | ISHARES TR | $980.84万 | 1.20% | 212,533 | 45,747 | 27.4% | $211.12万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $979.95万 | 1.20% | 48,975 | 23 | 0.0% | $4,602 | 加仓 |
| MSFT | MICROSOFT CORP | $954.15万 | 1.17% | 25,579 | -113 | -0.4% | -$4.22万 | 减仓 |
| ESGU | ISHARES TR | $917.12万 | 1.13% | 56,035 | -318 | -0.6% | -$5.20万 | 减仓 |
| QUAL | ISHARES TR | $850.80万 | 1.04% | 38,773 | -40,016 | -50.8% | -$878.08万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $846.01万 | 1.04% | 167,959 | 10,735 | 6.8% | $54.07万 | 加仓 |
| OEF | ISHARES TR | $845.16万 | 1.04% | 23,100 | 1,591 | 7.4% | $58.21万 | 加仓 |
| AMZN | AMAZON COM INC | $818.72万 | 1.00% | 34,351 | -800 | -2.3% | -$19.07万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $812.96万 | 1.00% | 114,099 | 13,582 | 13.5% | $96.77万 | 加仓 |
| QQQ | INVESCO QQQ TR | $777.10万 | 0.95% | 10,553 | 253 | 2.5% | $18.63万 | 加仓 |
| GOOG | ALPHABET INC | $768.53万 | 0.94% | 21,751 | -78 | -0.4% | -$2.76万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $750.87万 | 0.92% | 174,175 | -69,696 | -28.6% | -$300.46万 | 减仓 |
| VO | VANGUARD INDEX FDS | $722.61万 | 0.89% | 89,687 | -741 | -0.8% | -$5.97万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $707.61万 | 0.87% | 44,777 | -444 | -1.0% | -$7.02万 | 减仓 |
| IEMG | ISHARES INC | $683.45万 | 0.84% | 82,503 | -28,113 | -25.4% | -$232.89万 | 减仓 |
| TSLA | TESLA INC | $673.17万 | 0.83% | 16,005 | 392 | 2.5% | $16.49万 | 加仓 |
| EFV | ISHARES TR | $667.39万 | 0.82% | 87,184 | -111,855 | -56.2% | -$856.25万 | 减仓 |
| VB | VANGUARD INDEX FDS | $661.94万 | 0.81% | 21,838 | 41 | 0.2% | $1.24万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $592.96万 | 0.73% | 18,115 | -259 | -1.4% | -$8.48万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $582.24万 | 0.71% | 36,043 | -10,375 | -22.4% | -$167.60万 | 减仓 |
| MBB | ISHARES TR | $580.48万 | 0.71% | 61,414 | 4,571 | 8.0% | $43.20万 | 加仓 |
| GOVT | ISHARES TR | $555.21万 | 0.68% | 243,728 | 16,700 | 7.4% | $38.04万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $549.58万 | 0.67% | 10,983 | -325 | -2.9% | -$16.26万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $535.33万 | 0.66% | 5,723 | -47 | -0.8% | -$4.40万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $524.55万 | 0.64% | 101,303 | -35,624 | -26.0% | -$184.46万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $508.08万 | 0.62% | 21,472 | -956 | -4.3% | -$22.62万 | 减仓 |
| BE | BLOOM ENERGY CORP | $500.78万 | 0.61% | 16,544 | 837 | 5.3% | $25.34万 | 加仓 |
| AVGO | BROADCOM INC | $490.67万 | 0.60% | 12,989 | 194 | 1.5% | $7.33万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $464.66万 | 0.57% | 56,220 | 929 | 1.7% | $7.68万 | 加仓 |
| IYW | ISHARES TR | $464.35万 | 0.57% | 18,410 | -50 | -0.3% | -$1.26万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $445.25万 | 0.55% | 158,734 | 158,734 | — | $445.25万 | 新建仓 |
| MTUM | ISHARES TR | $429.65万 | 0.53% | 12,532 | -2,762 | -18.1% | -$94.69万 | 减仓 |
| PFF | ISHARES TR | $428.11万 | 0.53% | 140,409 | -871 | -0.6% | -$2.66万 | 减仓 |
| SHLD | GLOBAL X FDS | $422.88万 | 0.52% | 70,822 | 12,119 | 20.6% | $72.36万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $362.22万 | 0.44% | 9,774 | -8 | -0.1% | -$2,965 | 减仓 |
| IVLU | ISHARES TR | $358.10万 | 0.44% | 85,628 | -3,462 | -3.9% | -$14.48万 | 减仓 |
| HYG | ISHARES TR | $357.96万 | 0.44% | 44,762 | 259 | 0.6% | $2.07万 | 加仓 |
| CAT | CATERPILLAR INC | $323.02万 | 0.40% | 3,033 | -33 | -1.1% | -$3.51万 | 减仓 |
| META | META PLATFORMS INC | $312.53万 | 0.38% | 5,548 | 106 | 1.9% | $5.97万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $308.00万 | 0.38% | 55,990 | -2,353 | -4.0% | -$12.94万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $304.54万 | 0.37% | 95,826 | 14,905 | 18.4% | $47.37万 | 加仓 |
| MUB | ISHARES TR | $291.49万 | 0.36% | 27,085 | -1,741 | -6.0% | -$18.74万 | 减仓 |
| DVY | ISHARES TR | $289.56万 | 0.36% | 18,526 | -198 | -1.1% | -$3.09万 | 减仓 |
| LLY | ELI LILLY & CO | $287.34万 | 0.35% | 2,396 | -20 | -0.8% | -$2.40万 | 减仓 |
| CSCO | CISCO SYS INC | $285.38万 | 0.35% | 24,296 | -21 | -0.1% | -$2,467 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $280.95万 | 0.34% | 2,434 | 77 | 3.3% | $8.89万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $280.64万 | 0.34% | 26,106 | -170 | -0.6% | -$1.83万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $274.42万 | 0.34% | 86,541 | -651 | -0.7% | -$2.06万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $268.67万 | 0.33% | 10,579 | -1,511 | -12.5% | -$38.37万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $267.42万 | 0.33% | 86,684 | -8,995 | -9.4% | -$27.75万 | 减仓 |
| CVX | CHEVRON CORPORATION | $267.16万 | 0.33% | 16,117 | -298 | -1.8% | -$4.94万 | 减仓 |
| IAU | ISHARES GOLD TR | $263.13万 | 0.32% | 34,847 | 764 | 2.2% | $5.77万 | 加仓 |
| TLH | ISHARES TR | $260.71万 | 0.32% | 25,980 | -6,815 | -20.8% | -$68.39万 | 减仓 |
| — | EXXON MOBIL CORP | $258.55万 | 0.32% | 18,911 | -605 | -3.1% | -$8.27万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $249.60万 | 0.31% | 30,792 | -4,740 | -13.3% | -$38.42万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $248.09万 | 0.30% | 30,130 | 27 | 0.1% | $2,223 | 加仓 |
| VDC | VANGUARD WORLD FD | $244.31万 | 0.30% | 10,835 | -115 | -1.1% | -$2.59万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $236.17万 | 0.29% | 48,764 | 2,490 | 5.4% | $12.06万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $224.39万 | 0.28% | 49,229 | 5,778 | 13.3% | $26.34万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $220.11万 | 0.27% | 6,507 | 8 | 0.1% | $2,706 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $217.31万 | 0.27% | 2,149 | -5 | -0.2% | -$5,056 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $205.50万 | 0.25% | 34,427 | 4,400 | 14.7% | $26.26万 | 加仓 |
| IWB | ISHARES TR | $201.11万 | 0.25% | 4,911 | -453 | -8.4% | -$18.55万 | 减仓 |
| SHOP | SHOPIFY INC | $196.58万 | 0.24% | 17,217 | -840 | -4.7% | -$9.59万 | 减仓 |
| WMT | WALMART INC | $195.76万 | 0.24% | 17,284 | 540 | 3.2% | $6.12万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $182.45万 | 0.22% | 34,859 | -24,222 | -41.0% | -$126.78万 | 减仓 |
| MRK | MERCK & CO INC | $176.54万 | 0.22% | 13,738 | -156 | -1.1% | -$2.00万 | 减仓 |
| SUSL | ISHARES TR | $175.63万 | 0.22% | 13,229 | -296 | -2.2% | -$3.93万 | 减仓 |
| V | VISA INC | $172.72万 | 0.21% | 5,034 | -93 | -1.8% | -$3.19万 | 减仓 |
| IEV | ISHARES TR | $171.69万 | 0.21% | 23,567 | -980 | -4.0% | -$7.14万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $171.25万 | 0.21% | 90,754 | 14 | 0.0% | $264 | 加仓 |
| TXN | TEXAS INSTRS INC | $170.34万 | 0.21% | 5,715 | 451 | 8.6% | $13.44万 | 加仓 |
| AMAT | APPLIED MATLS INC | $169.09万 | 0.21% | 2,339 | -220 | -8.6% | -$15.90万 | 减仓 |
| WFC | WELLS FARGO & CO | $165.43万 | 0.20% | 20,018 | -1,015 | -4.8% | -$8.39万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $164.45万 | 0.20% | 59,888 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $159.84万 | 0.20% | 29,394 | 63 | 0.2% | $3,426 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $155.79万 | 0.19% | 30,979 | 30,979 | — | $155.79万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $153.29万 | 0.19% | 5,886 | 6 | 0.1% | $1,563 | 加仓 |
| IGM | ISHARES TR | $153.18万 | 0.19% | 9,364 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $152.14万 | 0.19% | 5,410 | -39 | -0.7% | -$1.10万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $149.02万 | 0.18% | 30,531 | -7,636 | -20.0% | -$37.27万 | 减仓 |
| SLV | ISHARES SILVER TR | $144.11万 | 0.18% | 26,951 | -361 | -1.3% | -$1.93万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $142.75万 | 0.18% | 9,735 | -2,390 | -19.7% | -$35.05万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $136.84万 | 0.17% | 124,509 | 3,570 | 3.0% | $3.92万 | 加仓 |
| VGT | VANGUARD WORLD FD | $136.42万 | 0.17% | 11,414 | -674 | -5.6% | -$8.06万 | 减仓 |
| IXN | ISHARES TR | $136.16万 | 0.17% | 9,424 | -76 | -0.8% | -$1.10万 | 减仓 |