Cypress Capital Group
- SEC CIK
- 0001341748
- 最新申報
- 2026/8/5
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/16 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 303
- 較 2021 年第 4 季 −15
- 總值
- $8.07 億
- 較 2021 年第 4 季 +$851.8 萬 (+1.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 232,989 | $4,068 萬 | 5.0% | +2,235+1.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 86,285 | $2,660 萬 | 3.3% | +1,671+2.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 80,586 | $2,308 萬 | 2.9% | −229−0.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 130,729 | $2,119 萬 | 2.6% | +10,260+8.5% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 47,868 | $2,113 萬 | 2.6% | +2,393+5.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 89,327 | $1,981 萬 | 2.5% | +5,168+6.1% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 97,507 | $1,728 萬 | 2.1% | +10,426+12.0% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 44,349 | $1,496 萬 | 1.9% | +221+0.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 304,708 | $1,492 萬 | 1.8% | −4,950−1.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 35,518 | $1,288 萬 | 1.6% | +638+1.8% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 107,794 | $1,276 萬 | 1.6% | +107,794 | 新進 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 223,189 | $1,184 萬 | 1.5% | +24,860+12.5% | 加碼 | – |
| CMECME Group Inc. | COM | 49,056 | $1,167 萬 | 1.4% | +428+0.9% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 82,356 | $1,123 萬 | 1.4% | +563+0.7% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 202,428 | $1,047 萬 | 1.3% | −5,465−2.6% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 22,923 | $1,040 萬 | 1.3% | +762+3.4% | 加碼 | – |
| PAYXPaychex Inc | Stock | 73,276 | $1,000 萬 | 1.2% | +4,600+6.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 26,104 | $932.9 萬 | 1.2% | −790−2.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 30,559 | $914.8 萬 | 1.1% | +2,087+7.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,651 | $864.2 萬 | 1.1% | +100+3.9% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 141,825 | $859.1 萬 | 1.1% | −7,190−4.8% | 減碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 77,289 | $847.4 萬 | 1.0% | +11,102+16.8% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 23,908 | $843.7 萬 | 1.0% | +6,790+39.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 41,145 | $831.9 萬 | 1.0% | +4,304+11.7% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 53,823 | $801.6 萬 | 1.0% | +5,425+11.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 109,099 | $796.8 萬 | 1.0% | +9,759+9.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 30,923 | $764.6 萬 | 0.9% | −1,026−3.2% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 61,024 | $738.1 萬 | 0.9% | +7,063+13.1% | 加碼 | – |
| INTUIntuit Inc. | Stock | 15,256 | $733.6 萬 | 0.9% | −13−0.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 12,614 | $726.4 萬 | 0.9% | −426−3.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 26,362 | $719.3 萬 | 0.9% | +167+0.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 15,422 | $702.7 萬 | 0.9% | −410−2.6% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 76,346 | $694.5 萬 | 0.9% | −1,680−2.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 67,589 | $669.6 萬 | 0.8% | +11,871+21.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 38,871 | $650.6 萬 | 0.8% | +783+2.1% | 加碼 | 歷史 |
| CORCencora, Inc. | Stock | 41,051 | $635.1 萬 | 0.8% | +765+1.9% | 加碼 | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 330,457 | $628.5 萬 | 0.8% | +43,822+15.3% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 29,105 | $618.0 萬 | 0.8% | −3,449−10.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 40,433 | $617.8 萬 | 0.8% | +7,361+22.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 117,381 | $607.6 萬 | 0.8% | +18,379+18.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 35,210 | $573.3 萬 | 0.7% | +7,863+28.8% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 13,260 | $543.9 萬 | 0.7% | −1,039−7.3% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,938 | $541.3 萬 | 0.7% | +259+15.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 102,552 | $508.5 萬 | 0.6% | −35,528−25.7% | 減碼 | – |
| ZTSZoetis Inc. | Stock | 26,666 | $502.9 萬 | 0.6% | −1,136−4.1% | 減碼 | 歷史 |
| MMM3M Co | Stock | 32,571 | $487.8 萬 | 0.6% | +3,844+13.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 55,903 | $458.6 萬 | 0.6% | +672+1.2% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 92,000 | $455.9 萬 | 0.6% | +13,901+17.8% | 加碼 | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 93,867 | $454.8 萬 | 0.6% | −7,870−7.7% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,730 | $439.2 萬 | 0.5% | −128−1.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,575 | $438.1 萬 | 0.5% | +2+0.1% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 43,637 | $435.3 萬 | 0.5% | +2,094+5.0% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 19,865 | $421.6 萬 | 0.5% | +4,838+32.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 44,608 | $419.0 萬 | 0.5% | +5,494+14.0% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 5,414 | $413.7 萬 | 0.5% | +630+13.2% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 81,182 | $413.5 萬 | 0.5% | −3,923−4.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 49,772 | $411.1 萬 | 0.5% | −4,453−8.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 26,354 | $402.8 萬 | 0.5% | +3,048+13.1% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 109,327 | $402.7 萬 | 0.5% | +15,073+16.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 29,633 | $398.8 萬 | 0.5% | +2,624+9.7% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 65,348 | $388.5 萬 | 0.5% | +12,484+23.6% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 15,074 | $376.3 萬 | 0.5% | −3,225−17.6% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 15,238 | $368.5 萬 | 0.5% | +1,951+14.7% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 14,056 | $351.2 萬 | 0.4% | −371−2.6% | 減碼 | 歷史 |
| LRCXLam Research Corp | COM | 6,396 | $343.8 萬 | 0.4% | −790−11.0% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 32,752 | $342.6 萬 | 0.4% | −2,943−8.2% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 61,250 | $341.5 萬 | 0.4% | −12,706−17.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,670 | $340.2 萬 | 0.4% | −23−0.3% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 30,443 | $340.0 萬 | 0.4% | +5,956+24.3% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 40,127 | $339.9 萬 | 0.4% | +9,402+30.6% | 加碼 | 歷史 |
| DDominion Energy, Inc | Stock | 38,551 | $327.6 萬 | 0.4% | +4,097+11.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 52,582 | $326.0 萬 | 0.4% | +5,186+10.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 20,719 | $314.4 萬 | 0.4% | −5,558−21.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 19,620 | $311.8 萬 | 0.4% | +1,288+7.0% | 加碼 | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 67,517 | $309.0 萬 | 0.4% | +9,036+15.5% | 加碼 | – |
| CMAComerica Inc | COM | 33,603 | $303.9 萬 | 0.4% | −1,340−3.8% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 33,546 | $303.4 萬 | 0.4% | −8,827−20.8% | 減碼 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 24,336 | $303.2 萬 | 0.4% | −4,704−16.2% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 13,600 | $291.6 萬 | 0.4% | +2,141+18.7% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 12,789 | $291.0 萬 | 0.4% | +3,418+36.5% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 37,070 | $281.1 萬 | 0.3% | +1,364+3.8% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 53,651 | $280.3 萬 | 0.3% | +2,482+4.9% | 加碼 | 歷史 |
| AVYAvery Dennison Corp | COM | 16,058 | $279.4 萬 | 0.3% | +1,062+7.1% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,419 | $272.1 萬 | 0.3% | +6,571+34.9% | 加碼 | – |
| ADMArcher-Daniels-Midland Co | Stock | 29,248 | $264.0 萬 | 0.3% | +14,311+95.8% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 9,332 | $250.4 萬 | 0.3% | +643+7.4% | 加碼 | – |
| AMTAmerican Tower Corp | REIT | 9,912 | $249.0 萬 | 0.3% | +415+4.4% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 31,452 | $245.4 萬 | 0.3% | 00.0% | 不變 | – |
| COPConocoPhillips | Stock | 24,369 | $243.7 萬 | 0.3% | +1,639+7.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 29,398 | $229.9 萬 | 0.3% | +1,710+6.2% | 加碼 | – |
| CVSCVS Health Corp | Stock | 22,286 | $225.6 萬 | 0.3% | +303+1.4% | 加碼 | 歷史 |
| SBACSba Communications Corp | CL A | 6,393 | $220.0 萬 | 0.3% | +277+4.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 15,861 | $217.5 萬 | 0.3% | −1,279−7.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 16,578 | $215.6 萬 | 0.3% | −1,310−7.3% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 9,161 | $208.6 萬 | 0.3% | +610+7.1% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 8,622 | $207.9 萬 | 0.3% | +4,033+87.9% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 87,386 | $206.5 萬 | 0.3% | +6,357+7.8% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 16,048 | $205.6 萬 | 0.3% | +5,464+51.6% | 加碼 | – |
| MCKMcKesson Corp | Stock | 6,470 | $198.1 萬 | 0.2% | −266−3.9% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 19,887 | $195.0 萬 | 0.2% | +4,644+30.5% | 加碼 | 歷史 |
2021 年第 4 季之後清倉（44 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NFLXNetflix Inc | Stock | 2,414 | $145.4 萬 | 0.2% | 歷史 |
| CAHCardinal Health Inc | Stock | 21,557 | $111.0 萬 | 0.1% | 歷史 |
| PPGPPG Industries Inc | Stock | 4,923 | $84.9 萬 | 0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 7,034 | $80.6 萬 | 0.1% | 歷史 |
| CSXCSX Corp | Stock | 19,835 | $74.6 萬 | 0.1% | 歷史 |
| PHMPultegroup Inc | COM | 12,502 | $71.4 萬 | 0.1% | 歷史 |
| MHKMohawk Industries Inc | COM | 3,556 | $64.8 萬 | 0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 6,473 | $57.4 萬 | 0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 357 | $49.2 萬 | 0.1% | 歷史 |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 17,310 | $43.5 萬 | 0.1% | – |
| GRMNGarmin Ltd | SHS | 2,944 | $40.1 萬 | 0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 11,070 | $39.7 萬 | <0.1% | 歷史 |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 3,455 | $38.7 萬 | <0.1% | – |
| ELVElevance Health, Inc. | Stock | 772 | $35.8 萬 | <0.1% | 歷史 |
| PDIPIMCO Dynamic Income Fund | SHS | 12,200 | $31.6 萬 | <0.1% | 歷史 |
| KKRKKR & Co. Inc. | COM | 4,218 | $31.4 萬 | <0.1% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,720 | $29.7 萬 | <0.1% | – |
| IQVIQVIA Holdings Inc. | Stock | 1,046 | $29.5 萬 | <0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 752 | $27.8 萬 | <0.1% | 歷史 |
| PLXSPlexus Corp | COM | 2,766 | $26.5 萬 | <0.1% | 歷史 |
| RMDResmed Inc | COM | 983 | $25.6 萬 | <0.1% | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,346 | $25.4 萬 | <0.1% | 歷史 |
| NEMNEWMONT Corp | Stock | 4,074 | $25.3 萬 | <0.1% | 歷史 |
| WMWaste Management Inc | Stock | 1,508 | $25.2 萬 | <0.1% | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 4,467 | $24.9 萬 | <0.1% | 歷史 |
| THOThor Industries Inc | COM | 2,346 | $24.3 萬 | <0.1% | 歷史 |
| STESTERIS plc | SHS USD | 994 | $24.2 萬 | <0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 137 | $24.0 萬 | <0.1% | 歷史 |
| CICigna Group | Stock | 1,031 | $23.7 萬 | <0.1% | 歷史 |
| CTLTCatalent, Inc. | COM | 1,762 | $22.6 萬 | <0.1% | 歷史 |
| CSGPCostar Group, Inc. | COM | 2,788 | $22.0 萬 | <0.1% | 歷史 |
| NINisource Inc. | COM | 7,777 | $21.5 萬 | <0.1% | 歷史 |
| SITESiteOne Landscape Supply, Inc. | COM | 888 | $21.5 萬 | <0.1% | 歷史 |
| TYLTyler Technologies Inc | COM | 398 | $21.4 萬 | <0.1% | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,279 | $21.1 萬 | <0.1% | – |
| DVADavita Inc. | COM | 1,859 | $21.1 萬 | <0.1% | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 2,305 | $20.9 萬 | <0.1% | – |
| ADSKAutodesk, Inc. | COM | 740 | $20.8 萬 | <0.1% | 歷史 |
| SPGSimon Property Group Inc. | REIT | 1,286 | $20.5 萬 | <0.1% | 歷史 |
| AWIArmstrong World Industries Inc | COM | 1,766 | $20.5 萬 | <0.1% | 歷史 |
| MQYBlackRock Muniyield Quality Fund, Inc. | COM | 12,715 | $20.5 萬 | <0.1% | 歷史 |
| TAPMolson Coors Beverage Co | CL B | 4,406 | $20.4 萬 | <0.1% | 歷史 |
| HSICHenry Schein Inc | COM | 2,589 | $20.1 萬 | <0.1% | 歷史 |
| GSGiShares S&P GSCI Commodity-Indexed Trust | UNIT BEN INT | 10,206 | $17.5 萬 | <0.1% | 歷史 |