Cypress Capital Group
- SEC CIK
- 0001341748
- 最新申報
- 2026/8/5
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/15 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 318
- 較 2021 年第 3 季 +40
- 總值
- $7.99 億
- 較 2021 年第 3 季 +$6,307 萬 (+8.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 230,754 | $4,098 萬 | 5.1% | +5,938+2.6% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 84,614 | $2,846 萬 | 3.6% | +4,031+5.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 80,815 | $2,232 萬 | 2.8% | −805−1.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 44,128 | $1,829 萬 | 2.3% | −1,445−3.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 84,159 | $1,824 萬 | 2.3% | −5,537−6.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 120,469 | $1,631 萬 | 2.0% | −14,352−10.6% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 45,475 | $1,616 萬 | 2.0% | +447+1.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 309,658 | $1,548 萬 | 1.9% | −48,808−13.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 87,081 | $1,490 萬 | 1.9% | −1,850−2.1% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 34,880 | $1,388 萬 | 1.7% | −1,501−4.1% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 81,793 | $1,295 萬 | 1.6% | +176+0.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 28,472 | $1,182 萬 | 1.5% | −1,961−6.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 149,015 | $1,131 萬 | 1.4% | −15,350−9.3% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 198,329 | $1,130 萬 | 1.4% | −4,765−2.3% | 減碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 207,893 | $1,120 萬 | 1.4% | −70,230−25.3% | 減碼 | – |
| CMECME Group Inc. | COM | 48,628 | $1,111 萬 | 1.4% | −3,036−5.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 22,161 | $1,057 萬 | 1.3% | +6,237+39.2% | 加碼 | – |
| INTUIntuit Inc. | Stock | 15,269 | $982.1 萬 | 1.2% | −30−0.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 26,894 | $966.4 萬 | 1.2% | −497−1.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 36,841 | $952.3 萬 | 1.2% | −2,536−6.4% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 68,676 | $937.4 萬 | 1.2% | −3,274−4.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 78,026 | $912.7 萬 | 1.1% | −2,605−3.2% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 15,832 | $897.8 萬 | 1.1% | −445−2.7% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 31,949 | $856.5 萬 | 1.1% | −411−1.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,551 | $850.6 萬 | 1.1% | +188+8.0% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 32,554 | $827.3 萬 | 1.0% | −232−0.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 26,195 | $770.4 萬 | 1.0% | +1,447+5.8% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 66,187 | $769.6 萬 | 1.0% | −14,552−18.0% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 13,040 | $740.3 萬 | 0.9% | −1,094−7.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 138,080 | $734.8 萬 | 0.9% | −3,603−2.5% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 53,961 | $715.1 萬 | 0.9% | −7,816−12.7% | 減碼 | – |
| WMTWalmart Inc. | Stock | 48,398 | $700.3 萬 | 0.9% | −551−1.1% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 27,802 | $678.5 萬 | 0.8% | −2,590−8.5% | 減碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 14,299 | $674.8 萬 | 0.8% | +261+1.9% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 38,088 | $661.6 萬 | 0.8% | −3,679−8.8% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 18,299 | $644.4 萬 | 0.8% | −155−0.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 99,340 | $619.4 萬 | 0.8% | +7,604+8.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 99,002 | $584.6 萬 | 0.7% | +14,314+16.9% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 286,635 | $582.4 萬 | 0.7% | +4,697+1.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 33,072 | $541.0 萬 | 0.7% | −1,557−4.5% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 40,286 | $535.4 萬 | 0.7% | +552+1.4% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 7,186 | $516.8 萬 | 0.6% | +145+2.1% | 加碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 101,737 | $513.1 萬 | 0.6% | −2,868−2.7% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 17,118 | $511.8 萬 | 0.6% | +9,822+134.6% | 加碼 | 歷史 |
| MMM3M Co | Stock | 28,727 | $510.3 萬 | 0.6% | +14,360+100.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,679 | $485.8 萬 | 0.6% | +414+32.7% | 加碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 42,373 | $484.2 萬 | 0.6% | −1,685−3.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 55,718 | $479.5 萬 | 0.6% | +547+1.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 73,956 | $468.7 萬 | 0.6% | +35,288+91.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,858 | $468.3 萬 | 0.6% | −537−5.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,573 | $455.7 萬 | 0.6% | −72−4.4% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 26,277 | $454.1 萬 | 0.6% | −231−0.9% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 27,009 | $450.2 萬 | 0.6% | −257−0.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 85,105 | $442.2 萬 | 0.6% | −9,452−10.0% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 14,427 | $439.0 萬 | 0.5% | +1,570+12.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 4,784 | $438.0 萬 | 0.5% | −102−2.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 23,306 | $426.2 萬 | 0.5% | +5,417+30.3% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 55,231 | $423.3 萬 | 0.5% | +3,792+7.4% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 78,099 | $402.2 萬 | 0.5% | +21,669+38.4% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 52,864 | $383.9 萬 | 0.5% | +9,527+22.0% | 加碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 35,695 | $383.3 萬 | 0.5% | −2,282−6.0% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 29,040 | $375.2 萬 | 0.5% | +24,250+506.3% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 39,114 | $371.6 萬 | 0.5% | −5,594−12.5% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 41,543 | $369.6 萬 | 0.5% | −5,924−12.5% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 15,027 | $347.8 萬 | 0.4% | +2,816+23.1% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,693 | $336.1 萬 | 0.4% | −2,242−25.1% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 54,225 | $331.8 萬 | 0.4% | +561+1.0% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 94,254 | $328.1 萬 | 0.4% | +72,493+333.1% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 14,996 | $324.8 萬 | 0.4% | −1,095−6.8% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 27,347 | $321.0 萬 | 0.4% | +1,156+4.4% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 18,332 | $318.7 萬 | 0.4% | −493−2.6% | 減碼 | – |
| TROWPrice T Rowe Group Inc | Stock | 15,907 | $312.8 萬 | 0.4% | −799−4.8% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 35,706 | $304.7 萬 | 0.4% | −2,497−6.5% | 減碼 | 歷史 |
| CMAComerica Inc | COM | 34,943 | $304.0 萬 | 0.4% | −4,409−11.2% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 13,287 | $298.9 萬 | 0.4% | −438−3.2% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 30,725 | $286.8 萬 | 0.4% | +7,893+34.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 47,396 | $280.7 萬 | 0.4% | −15,382−24.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 58,481 | $279.8 萬 | 0.4% | −271−0.5% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 9,497 | $277.8 萬 | 0.3% | +9,497 | 新進 | 歷史 |
| DDominion Energy, Inc | Stock | 34,454 | $270.7 萬 | 0.3% | −6,762−16.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 17,140 | $265.5 萬 | 0.3% | +3,819+28.7% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 31,452 | $261.1 萬 | 0.3% | +9,969+46.4% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 24,487 | $256.9 萬 | 0.3% | −6,238−20.3% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,689 | $245.9 萬 | 0.3% | +391+4.7% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 11,459 | $245.7 萬 | 0.3% | +6,174+116.8% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 51,169 | $242.5 萬 | 0.3% | −1,254−2.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 17,888 | $239.1 萬 | 0.3% | −873−4.7% | 減碼 | 歷史 |
| SBACSba Communications Corp | CL A | 6,116 | $237.9 萬 | 0.3% | +2,040+50.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 7,134 | $234.7 萬 | 0.3% | +437+6.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 27,688 | $234.2 萬 | 0.3% | −3,232−10.5% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 9,371 | $231.0 萬 | 0.3% | −962−9.3% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 21,983 | $226.8 萬 | 0.3% | +1,247+6.0% | 加碼 | 歷史 |
| NUENucor Corp | COM | 19,507 | $222.7 萬 | 0.3% | −732−3.6% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,848 | $215.0 萬 | 0.3% | −6,355−25.2% | 減碼 | – |
| MCOMoodys Corp | Stock | 5,292 | $206.7 萬 | 0.3% | +130+2.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,551 | $206.5 萬 | 0.3% | −1,043−10.9% | 減碼 | – |
| TAT&T Inc. | Stock | 81,029 | $199.3 萬 | 0.2% | −48,082−37.2% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 7,348 | $194.3 萬 | 0.2% | −125−1.7% | 減碼 | – |
| DGDollar General Corp | COM | 7,317 | $172.6 萬 | 0.2% | −5,181−41.5% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 6,736 | $167.5 萬 | 0.2% | +34+0.5% | 加碼 | 歷史 |
2021 年第 3 季之後清倉（28 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ABTAbbott Laboratories | Stock | 104,985 | $1,240 萬 | 1.7% | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 18,401 | $130.6 萬 | 0.2% | – |
| RHIRobert Half Inc. | COM | 12,252 | $122.9 萬 | 0.2% | 歷史 |
| UHSUniversal Health Services Inc | CL B | 6,083 | $84.2 萬 | 0.1% | 歷史 |
| POOLPool Corp | COM | 1,745 | $75.8 萬 | 0.1% | 歷史 |
| ALBAlbemarle Corp | Stock | 3,160 | $69.2 萬 | 0.1% | 歷史 |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 11,181 | $61.7 萬 | 0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 8,172 | $42.3 萬 | 0.1% | 歷史 |
| USBUS Bancorp DE | COM NEW | 5,369 | $31.9 萬 | <0.1% | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 8,465 | $31.7 萬 | <0.1% | – |
| ALGNAlign Technology Inc | COM | 458 | $30.5 萬 | <0.1% | 歷史 |
| WFCWells Fargo & Company | Stock | 5,990 | $27.8 萬 | <0.1% | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 4,432 | $27.2 萬 | <0.1% | 歷史 |
| BIIBBiogen Inc. | COM | 888 | $25.1 萬 | <0.1% | 歷史 |
| GENGen Digital Inc. | Stock | 9,821 | $24.8 萬 | <0.1% | 歷史 |
| iShares Tr464288430 | ASIA 50 ETF | 3,075 | $24.0 萬 | <0.1% | – |
| WSTWest Pharmaceutical Services Inc | COM | 557 | $23.6 萬 | <0.1% | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 571 | $23.3 萬 | <0.1% | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,357 | $22.3 萬 | <0.1% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,068 | $22.3 萬 | <0.1% | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,847 | $22.2 萬 | <0.1% | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 7,776 | $22.0 萬 | <0.1% | – |
| NOCNorthrop Grumman Corp | Stock | 607 | $21.9 萬 | <0.1% | 歷史 |
| EAElectronic Arts Inc. | COM | 1,519 | $21.6 萬 | <0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 2,079 | $21.4 萬 | <0.1% | 歷史 |
| CCitigroup Inc | Stock | 3,032 | $21.3 萬 | <0.1% | 歷史 |
| EGEverest Group, Ltd. | COM | 805 | $20.2 萬 | <0.1% | 歷史 |
| BKTBlackRock Income Trust, Inc. | COM | 15,200 | $9.30 萬 | <0.1% | 歷史 |