Black Cypress Capital Management, LLC
PONTE VEDRA BEACH FL · SEC CIK 0002022614
$1.50亿2026Q2 申报市值
29持仓数
82.3%前十大占比 · 第一大 14.2%
0 / 2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
WFC 加仓+$439.79万
LULU 加仓+$161.75万
FND 加仓+$139.86万
FBIN 加仓+$54.24万
CCL 加仓+$8.33万
2026Q2 卖出最多 按季末市值估算
WCC 减仓-$808.76万
DAL 减仓-$147.31万
AMZN 减仓-$66.88万
META 减仓-$52.72万
SLB 减仓-$51.76万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| FND | FLOOR & DECOR HLDGS INC | $2,117.58万 | 14.15% | 356,735 | 23,562 | 7.1% | $139.86万 | 加仓 |
| USB | US BANCORP | $1,850.38万 | 12.37% | 306,354 | -8,249 | -2.6% | -$49.82万 | 减仓 |
| META | META PLATFORMS INC | $1,447.60万 | 9.68% | 25,699 | -936 | -3.5% | -$52.72万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1,336.74万 | 8.93% | 243,487 | 9,880 | 4.2% | $54.24万 | 加仓 |
| AMZN | AMAZON COM INC | $1,319.52万 | 8.82% | 55,363 | -2,806 | -4.8% | -$66.88万 | 减仓 |
| DIS | DISNEY WALT CO | $1,159.57万 | 7.75% | 120,475 | -2,031 | -1.7% | -$19.55万 | 减仓 |
| WFC | WELLS FARGO & CO | $924.45万 | 6.18% | 111,865 | 53,217 | 90.7% | $439.79万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $845.64万 | 5.65% | 62,184 | -2,224 | -3.5% | -$30.24万 | 减仓 |
| CCL | CARNIVAL CORP | $728.92万 | 4.87% | 255,136 | 2,916 | 1.2% | $8.33万 | 加仓 |
| SLB | SLB LIMITED | $589.99万 | 3.94% | 126,907 | -11,133 | -8.1% | -$51.76万 | 减仓 |
| HAL | HALLIBURTON CO | $553.29万 | 3.70% | 162,973 | -10,570 | -6.1% | -$35.89万 | 减仓 |
| WCC | WESCO INTL INC | $474.24万 | 3.17% | 13,729 | -23,413 | -63.0% | -$808.76万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $464.18万 | 3.10% | 40,653 | 14,166 | 53.5% | $161.75万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $431.70万 | 2.89% | 161,988 | -8,493 | -5.0% | -$22.63万 | 减仓 |
| IEFA | ISHARES TR | $158.47万 | 1.06% | 16,408 | -353 | -2.1% | -$3.41万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $108.70万 | 0.73% | 39,244 | -841 | -2.1% | -$2.33万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $107.80万 | 0.72% | 15,129 | -103 | -0.7% | -$7,339 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $84.51万 | 0.56% | 6,076 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $77.94万 | 0.52% | 9,408 | -314 | -3.2% | -$2.60万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $61.13万 | 0.41% | 10,242 | -402 | -3.8% | -$2.40万 | 减仓 |
| DAL | DELTA AIR LINES INC | $43.69万 | 0.29% | 4,665 | -15,728 | -77.1% | -$147.31万 | 减仓 |
| IBTH | ISHARES TR | $14.54万 | 0.10% | 6,500 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $14.05万 | 0.09% | 5,800 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $12.25万 | 0.08% | 539 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $11.67万 | 0.08% | 5,100 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $11.53万 | 0.08% | 839 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $8.48万 | 0.06% | 3,500 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $2.69万 | 0.02% | 263 | -108 | -29.1% | -$1.10万 | 减仓 |
| LOW | LOWES COS INC | $5,208 | 0.00% | 24 | -1,092 | -97.8% | -$23.70万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $0 | 0.00% | 0 | -188 | -100.0% | -$2.46万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -94 | -100.0% | -$4,965 | 清仓 |