13F 机构持仓

Cypress Capital, LLC

FRANKLIN TN · SEC CIK 0001729939

2026Q22026Q1 更早 9 个季度 🔒
$3.70亿2026Q2 申报市值
113持仓数
59.9%前十大占比 · 第一大 13.5%
19 / 2新建仓 / 清仓
申报市值走势$3.70亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 13.5%
SGOV 9.8%
VBIL 9.3%
BIL 9.3%
TIP 4.8%
VGSH 3.4%
SPY 2.7%
SGOL 2.6%
AAPL 2.3%
VTV 2.2%

2026Q2 买入最多 按季末市值估算

UNP 新建仓+$308.64万
TOL 新建仓+$190.60万
TBIL 加仓+$70.68万
BLACKROCK ETF TR 新建仓+$51.80万
AMD 新建仓+$37.88万

2026Q2 卖出最多 按季末市值估算

LRCX 减仓-$222.25万
VTI 减仓-$136.40万
CSCO 减仓-$127.44万
NTAP 减仓-$100.38万
QCOM 减仓-$90.33万

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
NFLX NETFLIX INC. $00.00%0 -2,469-100.0% -$23.74万 清仓
ESTC ELASTIC N V $00.00%0 -4,614-100.0% -$23.07万 清仓
F FORD MTR CO $560.00%4 4— $56 新建仓
COST COSTCO WHOLESALE CORPORATION $12.16万0.03%130 130— $12.16万 新建仓
INTC INTEL CORP 看涨期权 $13.96万0.04%1,000 1,000— $13.96万 新建仓
EVR EVERCORE INC $20.38万0.06%597 -140-19.0% -$4.78万 减仓
F FORD MTR CO 看涨期权 $20.85万0.06%15,000 00.0% — 不变
VUG VANGUARD INDEX FDS $20.98万0.06%2,436 2,436— $20.98万 新建仓
BA BOEING CO $21.60万0.06%998 -12-1.2% -$2,598 减仓
COF CAPITAL ONE FINL CORP $22.03万0.06%1,098 -111-9.2% -$2.23万 减仓
EOG EOG RES INC $22.08万0.06%1,702 472.8% $6,097 加仓
CRS CARPENTER TECHNOLOGY CORP $22.14万0.06%359 359— $22.14万 新建仓
INTC INTEL CORP $22.58万0.06%1,617 1,617— $22.58万 新建仓
MA MASTERCARD INCORPORATED $23.21万0.06%452 -8-1.7% -$4,108 减仓
ITW ILLINOIS TOOL WKS INC $23.53万0.06%870 253.0% $6,762 加仓
APH AMPHENOL CORP $23.79万0.06%1,349 1,349— $23.79万 新建仓
GWW WW GRAINGER INC $23.94万0.06%176 176— $23.94万 新建仓
CGGR CAPITAL GROUP GROWTH ETF $24.53万0.07%5,196 5,196— $24.53万 新建仓
CVX CHEVRON CORPORATION $24.57万0.07%1,482 433.0% $7,128 加仓
AMAT APPLIED MATLS INC $24.58万0.07%340 340— $24.58万 新建仓
NOW SERVICENOW INC $25.49万0.07%2,567 2,567— $25.49万 新建仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $26.00万0.07%1,040 1,040— $26.00万 新建仓
QQQ INVESCO QQQ TR $26.76万0.07%363 -32-8.1% -$2.36万 减仓
IWF ISHARES TR $26.81万0.07%2,159 -201-8.5% -$2.50万 减仓
CRWD CROWDSTRIKE HLDGS INC $26.86万0.07%352 -132-27.3% -$10.07万 重新持有
SU SUNCOR ENERGY INC NEW $27.37万0.07%5,099 1593.2% $8,535 加仓
COP CONOCOPHILLIPS $27.72万0.07%2,666 642.5% $6,653 加仓
VT VANGUARD INTL EQUITY INDEX F $28.41万0.08%1,810 00.0% — 不变
GILD GILEAD SCIENCES INC $28.48万0.08%2,254 753.4% $9,475 加仓
MU MICRON TECHNOLOGY INC $28.97万0.08%251 251— $28.97万 新建仓
PWR QUANTA SVCS INC $29.81万0.08%414 414— $29.81万 新建仓
OMC OMNICOM GROUP INC $33.16万0.09%4,553 -290-6.0% -$2.11万 减仓
RIVN RIVIAN AUTOMOTIVE INC $34.72万0.09%20,013 5,34636.4% $9.28万 加仓
GEV GE VERNOVA INC $35.48万0.10%302 -29-8.8% -$3.41万 减仓
TSLA TESLA INC $35.84万0.10%852 -41-4.6% -$1.72万 减仓
PTRB PGIM ETF TR $36.25万0.10%8,744 -1,898-17.8% -$7.87万 减仓
AMD ADVANCED MICRO DEVICES INC $37.88万0.10%652 652— $37.88万 新建仓
VOO VANGUARD INDEX FDS $38.92万0.11%567 20.4% $1,373 加仓
AMZN AMAZON COM INC $40.52万0.11%1,700 482.9% $1.14万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $41.45万0.11%8,410 3,16560.3% $15.60万 加仓
GLD SPDR GOLD TR $46.86万0.13%1,272 15013.4% $5.53万 加仓
IONS IONIS PHARMACEUTICALS INC $47.57万0.13%6,000 00.0% — 不变
META META PLATFORMS INC $49.23万0.13%874 151.7% $8,449 加仓
RSP INVESCO EXCHANGE TRADED FD T $50.13万0.14%2,356 944.2% $2.00万 加仓
UNH UNITEDHEALTH GROUP INC $50.93万0.14%1,225 -71-5.5% -$2.95万 减仓
CALM CAL MAINE FOODS INC $51.00万0.14%6,331 -434-6.4% -$3.50万 减仓
— BLACKROCK ETF TRUST $51.80万0.14%5,163 5,163— $51.80万 新建仓
HPQ HP INC $53.56万0.14%24,413 -1,630-6.3% -$3.58万 减仓
TFLO ISHARES TR $59.28万0.16%11,708 -2,394-17.0% -$12.12万 减仓
IWD ISHARES TR $61.09万0.17%2,520 00.0% — 不变
MBB ISHARES TR $65.29万0.18%6,908 3705.7% $3.50万 加仓
IVV ISHARES TR $67.55万0.18%902 80.9% $5,991 加仓
ALSN ALLISON TRANSMISSION HLDGS I $67.94万0.18%6,026 -395-6.2% -$4.45万 减仓
KFY KORN FERRY $77.35万0.21%11,617 -743-6.0% -$4.95万 减仓
EXEL EXELIXIS INC $80.21万0.22%14,741 -982-6.2% -$5.34万 减仓
SCHD SCHWAB STRATEGIC TR $80.23万0.22%25,301 2,94113.2% $9.33万 加仓
LLY ELI LILLY & CO $89.48万0.24%746 -6-0.8% -$7,197 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $92.39万0.25%1,314 534.2% $3.73万 加仓
COST COSTCO WHOLESALE CORPORATION 看涨期权 $93.55万0.25%1,000 1,000— $93.55万 新建仓
FOXA FOX CORP $95.46万0.26%18,302 -803-4.2% -$4.19万 减仓
PAAA PGIM ETF TR $101.52万0.27%19,802 7,05155.3% $36.15万 加仓
SHOP SHOPIFY INC $126.07万0.34%11,041 10.0% $114 加仓
CMCSA COMCAST CORP NEW $132.58万0.36%54,005 -1,615-2.9% -$3.96万 减仓
GIS GENERAL MILLS INC $135.19万0.37%38,847 -1,097-2.7% -$3.82万 减仓
NVDA NVIDIA CORPORATION $141.78万0.38%7,086 3084.5% $6.16万 加仓
VCSH VANGUARD SCOTTSDALE FDS $143.09万0.39%18,106 -289-1.6% -$2.28万 减仓
NXT NEXTPOWER INC $165.37万0.45%13,880 -7,064-33.7% -$84.16万 减仓
MSFT MICROSOFT CORP $170.92万0.46%4,582 -218-4.5% -$8.13万 减仓
CL COLGATE PALMOLIVE CO $172.40万0.47%18,805 -452-2.3% -$4.14万 减仓
QCOM QUALCOMM INC $181.30万0.49%9,811 -4,888-33.3% -$90.33万 减仓
TPR TAPESTRY INC $182.49万0.49%12,467 -479-3.7% -$7.01万 减仓
TOL TOLL BROTHERS INC $190.60万0.52%11,569 11,569— $190.60万 新建仓
VTIP VANGUARD MALVERN FDS $193.24万0.52%38,471 -632-1.6% -$3.17万 减仓
— EXXON MOBIL CORP $204.19万0.55%14,935 -421-2.7% -$5.76万 减仓
LOW LOWES COS INC $214.87万0.58%9,745 -288-2.9% -$6.35万 减仓
MCD MCDONALDS CORP $214.92万0.58%7,951 -250-3.0% -$6.76万 减仓
NTAP NETAPP INC $224.99万0.61%14,538 -6,486-30.9% -$100.38万 减仓
MDT MEDTRONIC PLC $229.50万0.62%29,337 -679-2.3% -$5.31万 减仓
PG PROCTER & GAMBLE CO $230.22万0.62%15,700 -389-2.4% -$5.70万 减仓
IEF ISHARES TR $239.04万0.65%25,276 -500-1.9% -$4.73万 减仓
SBUX STARBUCKS CORP $248.64万0.67%24,331 -1,029-4.1% -$10.52万 减仓
PULS PGIM ETF TR $248.78万0.67%50,208 2,5455.3% $12.61万 加仓
KR KROGER CO $250.32万0.68%45,079 -1,229-2.7% -$6.82万 减仓
LMT LOCKHEED MARTIN CORP $251.33万0.68%4,933 -143-2.8% -$7.29万 减仓
BMY BRISTOL-MYERS SQUIBB CO $257.59万0.70%44,705 -1,356-2.9% -$7.81万 减仓
SCHW SCHWAB CHARLES CORP $258.08万0.70%27,970 -786-2.7% -$7.25万 减仓
HD HOME DEPOT INC $262.92万0.71%7,455 -168-2.2% -$5.93万 减仓
V VISA INC $269.05万0.73%7,842 -207-2.6% -$7.10万 减仓
AVGO BROADCOM INC $271.00万0.73%7,174 -1,875-20.7% -$70.83万 减仓
GOOG ALPHABET INC $279.10万0.75%7,899 -437-5.2% -$15.44万 减仓
AMGN AMGEN INC $293.75万0.79%8,112 -251-3.0% -$9.09万 减仓
ETN EATON CORP PLC $299.82万0.81%7,036 -227-3.1% -$9.67万 减仓
UNP UNION PAC CORP $308.64万0.83%11,347 11,347— $308.64万 新建仓
MRK MERCK & CO INC $319.71万0.86%24,880 -751-2.9% -$9.65万 减仓
IBM INTERNATIONAL BUSINESS MACHS $339.00万0.92%12,055 -363-2.9% -$10.21万 减仓
CSCO CISCO SYS INC $343.43万0.93%29,238 -10,850-27.1% -$127.44万 减仓
ABBV ABBVIE INC $351.39万0.95%13,964 -894-6.0% -$22.50万 减仓
GOOGL ALPHABET INC $395.72万1.07%11,073 -305-2.7% -$10.90万 减仓
LRCX LAM RESEARCH CORP $411.14万1.11%9,488 -5,129-35.1% -$222.25万 减仓
VXUS VANGUARD STAR FDS $433.43万1.17%50,700 -324-0.6% -$2.77万 减仓