Cypress Capital Group
- SEC CIK
- 0001341748
- 最新申報
- 2026/8/5
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/24 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 294
- 較 2023 年第 3 季 0
- 總值
- $7.69 億
- 較 2023 年第 3 季 +$7,642 萬 (+11.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 217,879 | $4,195 萬 | 5.5% | −7,877−3.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 76,763 | $3,666 萬 | 4.8% | +26,630+53.1% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 57,912 | $3,376 萬 | 4.4% | −2,112−3.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 84,658 | $3,183 萬 | 4.1% | −97−0.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 76,647 | $1,996 萬 | 2.6% | −1,823−2.3% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 110,921 | $1,719 萬 | 2.2% | −1,061−0.9% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 34,322 | $1,556 萬 | 2.0% | −494−1.4% | 減碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 54,195 | $1,502 萬 | 2.0% | +26,906+98.6% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 80,033 | $1,254 萬 | 1.6% | −67−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 71,619 | $1,218 萬 | 1.6% | −1,389−1.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 31,762 | $1,133 萬 | 1.5% | +131+0.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 30,678 | $1,077 萬 | 1.4% | −860−2.7% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 98,956 | $1,071 萬 | 1.4% | +46,821+89.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,108 | $955.8 萬 | 1.2% | −1,685−7.7% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 100,015 | $938.2 萬 | 1.2% | +3,738+3.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 60,507 | $919.3 萬 | 1.2% | −1,105−1.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 21,551 | $882.6 萬 | 1.1% | +41+0.2% | 加碼 | – |
| MAMastercard Inc | Stock | 20,347 | $867.8 萬 | 1.1% | −391−1.9% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 65,083 | $866.5 萬 | 1.1% | +300.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 24,935 | $864.1 萬 | 1.1% | −901−3.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 78,010 | $858.7 萬 | 1.1% | −2,377−3.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 28,767 | $853.0 萬 | 1.1% | −214−0.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 55,582 | $829.1 萬 | 1.1% | −1,425−2.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 79,257 | $792.4 萬 | 1.0% | +798+1.0% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 35,708 | $752.0 萬 | 1.0% | +313+0.9% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 37,942 | $730.3 萬 | 1.0% | +8,772+30.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 44,689 | $704.5 萬 | 0.9% | −329−0.7% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 57,136 | $680.6 萬 | 0.9% | −2,030−3.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 30,310 | $674.6 萬 | 0.9% | −776−2.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 12,589 | $623.4 萬 | 0.8% | −67−0.5% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 10,229 | $610.3 萬 | 0.8% | +424+4.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 42,923 | $604.9 萬 | 0.8% | −1,593−3.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 34,085 | $578.9 萬 | 0.8% | −1,071−3.0% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 7,066 | $573.6 萬 | 0.7% | −90−1.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,652 | $571.1 萬 | 0.7% | −82−0.9% | 減碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 25,099 | $564.4 萬 | 0.7% | +384+1.6% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 105,214 | $528.7 萬 | 0.7% | +2,206+2.1% | 加碼 | 歷史 |
| iShares Tr464289529 | INDIA 50 ETF | 106,224 | $523.2 萬 | 0.7% | +35,385+50.0% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 53,802 | $516.6 萬 | 0.7% | −1,147−2.1% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 24,907 | $511.5 萬 | 0.7% | −525−2.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 36,467 | $509.4 萬 | 0.7% | +419+1.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 99,248 | $509.2 萬 | 0.7% | +1,126+1.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 46,303 | $504.8 萬 | 0.7% | −353−0.8% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 51,732 | $486.7 萬 | 0.6% | +1,126+2.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 7,778 | $486.1 萬 | 0.6% | −334−4.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 96,043 | $485.2 萬 | 0.6% | +2,361+2.5% | 加碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 73,885 | $473.9 萬 | 0.6% | +20,035+37.2% | 加碼 | – |
| CTRACoterra Energy Inc. | Stock | 182,656 | $466.1 萬 | 0.6% | +6,200+3.5% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,047 | $451.7 萬 | 0.6% | +229+6.0% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 14,522 | $418.3 萬 | 0.5% | +176+1.2% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 51,407 | $416.4 萬 | 0.5% | −4,850−8.6% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,619 | $401.1 萬 | 0.5% | +671+9.7% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 100,995 | $394.2 萬 | 0.5% | −256−0.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 26,884 | $394.0 萬 | 0.5% | −945−3.4% | 減碼 | 歷史 |
| MMM3M Co | Stock | 35,108 | $383.8 萬 | 0.5% | −1,139−3.1% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 43,984 | $368.8 萬 | 0.5% | +19,435+79.2% | 加碼 | – |
| ZTSZoetis Inc. | Stock | 17,811 | $351.5 萬 | 0.5% | −300−1.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 121,138 | $348.8 萬 | 0.5% | +8,100+7.2% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 30,432 | $329.9 萬 | 0.4% | −15,807−34.2% | 減碼 | – |
| DUKDuke Energy CORP | Stock | 33,769 | $327.7 萬 | 0.4% | +538+1.6% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 38,571 | $324.5 萬 | 0.4% | −134−0.3% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 77,605 | $313.1 萬 | 0.4% | +1,109+1.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 33,628 | $303.6 萬 | 0.4% | +776+2.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 17,809 | $303.6 萬 | 0.4% | +55+0.3% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 51,292 | $302.3 萬 | 0.4% | −2,290−4.3% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 22,815 | $296.6 萬 | 0.4% | +862+3.9% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 77,153 | $290.9 萬 | 0.4% | +4,044+5.5% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 46,141 | $280.3 萬 | 0.4% | +2,846+6.6% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 6,598 | $271.0 萬 | 0.4% | +3,491+112.4% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 6,125 | $269.8 萬 | 0.4% | −135−2.2% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 16,758 | $263.5 萬 | 0.3% | −128−0.8% | 減碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 31,940 | $259.4 萬 | 0.3% | −310−1.0% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 9,280 | $254.1 萬 | 0.3% | −2,890−23.7% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 18,220 | $252.1 萬 | 0.3% | −299−1.6% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 7,863 | $245.2 萬 | 0.3% | −1,088−12.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 14,749 | $241.2 萬 | 0.3% | −31−0.2% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 9,680 | $233.1 萬 | 0.3% | +289+3.1% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 41,465 | $227.4 萬 | 0.3% | −5,347−11.4% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 8,850 | $223.9 萬 | 0.3% | +368+4.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 9,509 | $221.5 萬 | 0.3% | −271−2.8% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 28,368 | $220.5 萬 | 0.3% | −8,359−22.8% | 減碼 | – |
| COPConocoPhillips | Stock | 18,972 | $220.2 萬 | 0.3% | −98−0.5% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 42,245 | $218.3 萬 | 0.3% | −26,747−38.8% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 44,597 | $215.5 萬 | 0.3% | −29,610−39.9% | 減碼 | – |
| LRCXLam Research Corp | COM | 2,740 | $214.6 萬 | 0.3% | +73+2.7% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 26,247 | $209.2 萬 | 0.3% | −514−1.9% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,344 | $207.5 萬 | 0.3% | −513−3.5% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 9,698 | $204.3 萬 | 0.3% | +385+4.1% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 4,372 | $202.4 萬 | 0.3% | −182−4.0% | 減碼 | 歷史 |
| SNASnap-on Inc | COM | 6,893 | $199.1 萬 | 0.3% | +102+1.5% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,246 | $194.3 萬 | 0.3% | −290−2.0% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 7,219 | $190.0 萬 | 0.2% | −355−4.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,822 | $185.6 萬 | 0.2% | −350−4.3% | 減碼 | – |
| AVYAvery Dennison Corp | COM | 9,155 | $185.1 萬 | 0.2% | −625−6.4% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 16,545 | $178.2 萬 | 0.2% | −200−1.2% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 15,133 | $177.4 萬 | 0.2% | −1,595−9.5% | 減碼 | – |
| CAHCardinal Health Inc | Stock | 16,511 | $166.4 萬 | 0.2% | −622−3.6% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,897 | $160.5 萬 | 0.2% | −292−4.1% | 減碼 | – |
| AMTAmerican Tower Corp | REIT | 7,233 | $156.1 萬 | 0.2% | −78−1.1% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,137 | $155.7 萬 | 0.2% | −5−0.1% | 減碼 | – |
2023 年第 3 季之後清倉（12 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| VMWVmware LLC | CL A COM | 3,704 | $61.7 萬 | 0.1% | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 11,195 | $51.9 萬 | 0.1% | – |
| GPCGenuine Parts Co | Stock | 2,911 | $42.0 萬 | 0.1% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 724 | $36.6 萬 | 0.1% | 歷史 |
| KKellanova | Stock | 5,856 | $34.8 萬 | 0.1% | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,881 | $25.7 萬 | <0.1% | – |
| BHRBBurke & Herbert Financial Services Corp. | COM | 5,520 | $25.6 萬 | <0.1% | 歷史 |
| ORIOld Republic International Corp | COM | 9,386 | $25.3 萬 | <0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 3,927 | $21.7 萬 | <0.1% | 歷史 |
| VFCV F Corp | Stock | 12,160 | $21.5 萬 | <0.1% | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 563 | $21.1 萬 | <0.1% | 歷史 |
| CDZICadiz Inc | COM NEW | 15,000 | $4.96 萬 | <0.1% | 歷史 |