Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- 最新申報
- 2026/7/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/28 申報。只含多頭部位。
- 持股檔數
- 295
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.78 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 97,551 | $3,881 萬 | 8.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 267,282 | $2,429 萬 | 5.1% | – | – | – |
| AAPLApple Inc. | Stock | 190,844 | $2,331 萬 | 4.9% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 418,194 | $1,095 萬 | 2.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 28,151 | $1,026 萬 | 2.1% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 77,426 | $1,007 萬 | 2.1% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 91,270 | $916.9 萬 | 1.9% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 193,246 | $836.9 萬 | 1.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,910 | $828.7 萬 | 1.7% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 39,782 | $823.8 萬 | 1.7% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 62,364 | $819.8 萬 | 1.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 35,825 | $793.0 萬 | 1.7% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 73,714 | $755.3 萬 | 1.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 28,628 | $675.0 萬 | 1.4% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 174,949 | $671.8 萬 | 1.4% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 118,541 | $648.2 萬 | 1.4% | – | – | – |
| MTCHMatch Group, Inc. | COM | 47,149 | $647.7 萬 | 1.4% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 68,245 | $634.9 萬 | 1.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,834 | $633.0 萬 | 1.3% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 53,726 | $623.5 萬 | 1.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 57,978 | $586.1 萬 | 1.2% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 18,382 | $565.6 萬 | 1.2% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 102,366 | $540.0 萬 | 1.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 152,715 | $534.0 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 24,499 | $524.5 萬 | 1.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 30,114 | $511.9 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 58,217 | $507.5 萬 | 1.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 46,507 | $504.7 萬 | 1.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 102,082 | $501.3 萬 | 1.0% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 65,756 | $455.0 萬 | 1.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,464 | $453.0 萬 | 0.9% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 39,630 | $396.8 萬 | 0.8% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 11,813 | $390.3 萬 | 0.8% | – | – | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 44,830 | $359.0 萬 | 0.8% | – | – | – |
| TSLATesla, Inc. | Stock | 5,088 | $339.8 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 63,972 | $326.1 萬 | 0.7% | – | – | – |
| DISWalt Disney Co | Stock | 17,496 | $322.8 萬 | 0.7% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 58,173 | $313.8 萬 | 0.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,872 | $303.3 萬 | 0.6% | – | – | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 16,381 | $292.0 萬 | 0.6% | – | – | – |
| iShares Tr464288588 | MBS ETF | 25,779 | $279.5 萬 | 0.6% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 74,159 | $279.0 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 14,253 | $264.1 萬 | 0.6% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 7,271 | $256.3 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,199 | $247.3 萬 | 0.5% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 14,770 | $237.6 萬 | 0.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 35,535 | $228.7 萬 | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 43,184 | $224.8 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,384 | $215.5 萬 | 0.5% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 41,283 | $212.8 萬 | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 6,907 | $210.8 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 22,127 | $202.7 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 12,107 | $199.0 萬 | 0.4% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 50,018 | $195.4 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 19,987 | $195.2 萬 | 0.4% | – | – | – |
| TTTrane Technologies plc | SHS | 11,500 | $190.4 萬 | 0.4% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 16,432 | $187.5 萬 | 0.4% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 39,996 | $183.2 萬 | 0.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 8,176 | $180.6 萬 | 0.4% | – | – | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 53,461 | $178.0 萬 | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 846 | $175.0 萬 | 0.4% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 23,236 | $167.4 萬 | 0.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 22,542 | $164.4 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 5,480 | $161.4 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 16,744 | $160.8 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 10,529 | $160.3 萬 | 0.3% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 1,408 | $155.8 萬 | 0.3% | – | – | 歷史 |
| KORCorvus Gold ULC | COM | 855,119 | $153.1 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 26,281 | $152.8 萬 | 0.3% | – | – | 歷史 |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 29,830 | $149.7 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 23,033 | $146.6 萬 | 0.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 13,393 | $146.3 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 5,873 | $146.1 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 15,228 | $142.9 萬 | 0.3% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 11,565 | $140.8 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 19,538 | $138.4 萬 | 0.3% | – | – | – |
| LOWLowes Companies Inc | Stock | 6,662 | $126.7 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 34,352 | $124.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 15,071 | $124.3 萬 | 0.3% | – | – | – |
| VVisa Inc. | Stock | 5,752 | $121.8 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 5,436 | $121.8 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 12,140 | $121.0 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 7,252 | $119.1 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 34,212 | $117.9 萬 | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,969 | $117.2 萬 | 0.2% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 38,304 | $112.0 萬 | 0.2% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,797 | $108.2 萬 | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 35,204 | $106.6 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,988 | $105.9 萬 | 0.2% | – | – | – |
| ABTAbbott Laboratories | Stock | 8,751 | $104.9 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 19,938 | $102.0 萬 | 0.2% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,085 | $101.9 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 5,060 | $100.2 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 27,600 | $91.6 萬 | 0.2% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 14,153 | $89.4 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 9,976 | $88.5 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 9,772 | $88.5 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 15,531 | $86.7 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 11,489 | $85.5 萬 | 0.2% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,559 | $82.8 萬 | 0.2% | – | – | – |