Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- 最新申報
- 2026/7/10
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/22 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 243
- 較 2021 年第 4 季 +14
- 總值
- $3.67 億
- 較 2021 年第 4 季 +$153.8 萬 (+0.4%)
| 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 | 69,824 | $3,168 萬 | 8.6% | +17,213+32.7% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 238,528 | $2,418 萬 | 6.6% | +39,210+19.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 127,232 | $2,222 萬 | 6.1% | −1,549−1.2% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 195,398 | $969.8 萬 | 2.6% | +74,635+61.8% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 38,215 | $899.6 萬 | 2.5% | −915−2.3% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 165,061 | $829.6 萬 | 2.3% | +58,070+54.3% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 17,162 | $775.1 萬 | 2.1% | +1,583+10.2% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 77,088 | $742.1 萬 | 2.0% | −2,107−2.7% | 減碼 | – |
| MTCHMatch Group, Inc. | COM | 67,803 | $737.3 萬 | 2.0% | +20,989+44.8% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 191,044 | $695.8 萬 | 1.9% | +1,366+0.7% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 28,533 | $678.6 萬 | 1.8% | −1,586−5.3% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 57,983 | $650.9 萬 | 1.8% | −364−0.6% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 257,417 | $641.2 萬 | 1.7% | +12,733+5.2% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 29,870 | $640.6 萬 | 1.7% | +386+1.3% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 64,249 | $552.8 萬 | 1.5% | −6,593−9.3% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 12,817 | $532.1 萬 | 1.5% | +422+3.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 24,538 | $521.5 萬 | 1.4% | −564−2.2% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 105,454 | $506.5 萬 | 1.4% | −2,363−2.2% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 127,432 | $468.1 萬 | 1.3% | +2,658+2.1% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 56,746 | $467.0 萬 | 1.3% | −2,065−3.5% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 84,995 | $435.3 萬 | 1.2% | +1,200+1.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 36,552 | $394.3 萬 | 1.1% | +1,722+4.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,470 | $373.9 萬 | 1.0% | +2+0.1% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 33,908 | $371.8 萬 | 1.0% | +1,352+4.2% | 加碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 33,477 | $350.1 萬 | 1.0% | −17,023−33.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 11,306 | $348.6 萬 | 1.0% | −82−0.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,667 | $341.2 萬 | 0.9% | −44−0.5% | 減碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 58,403 | $338.8 萬 | 0.9% | −14,369−19.7% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 15,619 | $306.0 萬 | 0.8% | +15+0.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 935 | $304.8 萬 | 0.8% | +2+0.2% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 36,656 | $284.3 萬 | 0.8% | +1,168+3.3% | 加碼 | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 69,318 | $283.6 萬 | 0.8% | +21,325+44.4% | 加碼 | – |
| IRTIndependence Realty Trust, Inc. | COM | 103,603 | $273.9 萬 | 0.7% | −18,461−15.1% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 12,331 | $257.1 萬 | 0.7% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 913 | $253.9 萬 | 0.7% | +13+1.4% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 45,032 | $252.5 萬 | 0.7% | +1,404+3.2% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 19,532 | $250.3 萬 | 0.7% | +501+2.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 31,479 | $248.3 萬 | 0.7% | +1,131+3.7% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 48,719 | $246.4 萬 | 0.7% | −6,568−11.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,403 | $232.1 萬 | 0.6% | −45−0.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,952 | $227.6 萬 | 0.6% | −94−2.3% | 減碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 79,590 | $220.9 萬 | 0.6% | −14,805−15.7% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 43,417 | $210.4 萬 | 0.6% | +1,629+3.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 749 | $209.2 萬 | 0.6% | −45−5.7% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 20,060 | $200.5 萬 | 0.5% | −6,030−23.1% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 16,019 | $199.5 萬 | 0.5% | −6,995−30.4% | 減碼 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 49,216 | $197.1 萬 | 0.5% | +15,644+46.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 38,064 | $175.6 萬 | 0.5% | −1,585−4.0% | 減碼 | – |
| DISWalt Disney Co | Stock | 11,356 | $155.8 萬 | 0.4% | +276+2.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 8,726 | $154.6 萬 | 0.4% | +333+4.0% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 6,706 | $139.8 萬 | 0.4% | +4,495+203.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 17,645 | $137.8 萬 | 0.4% | −74−0.4% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 9,995 | $134.6 萬 | 0.4% | −62−0.6% | 減碼 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 16,885 | $133.7 萬 | 0.4% | +12,495+284.6% | 加碼 | – |
| WABCWestamerica Bancorporation | COM | 21,775 | $131.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 9,588 | $129.1 萬 | 0.4% | +7,573+375.8% | 加碼 | – |
| CVXChevron Corp | Stock | 7,756 | $126.3 萬 | 0.3% | −419−5.1% | 減碼 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 48,807 | $124.2 萬 | 0.3% | +14,247+41.2% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 4,009 | $120.0 萬 | 0.3% | −569−12.4% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,924 | $117.0 萬 | 0.3% | +4,788+78.0% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 23,158 | $117.0 萬 | 0.3% | +23,158 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 16,485 | $114.6 萬 | 0.3% | −7,123−30.2% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,957 | $110.2 萬 | 0.3% | +255+5.4% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 10,247 | $103.4 萬 | 0.3% | −1,368−11.8% | 減碼 | – |
| PFEPfizer Inc | Stock | 19,941 | $103.2 萬 | 0.3% | −619−3.0% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 10,110 | $103.0 萬 | 0.3% | −2,823−21.8% | 減碼 | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 12,662 | $100.6 萬 | 0.3% | −7,344−36.7% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 19,612 | $99.9 萬 | 0.3% | +1,044+5.6% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 58,943 | $99.7 萬 | 0.3% | +47+0.1% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,100 | $99.1 萬 | 0.3% | +201+5.2% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 28,677 | $93.4 萬 | 0.3% | +28,677 | 新進 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,282 | $93.2 萬 | 0.3% | −14,341−48.4% | 減碼 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 16,854 | $92.8 萬 | 0.3% | +863+5.4% | 加碼 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 22,686 | $92.3 萬 | 0.3% | +22,686 | 新進 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 5,441 | $91.6 萬 | 0.2% | −2,108−27.9% | 減碼 | – |
| SHOPShopify Inc. | Stock | 1,323 | $89.4 萬 | 0.2% | −24−1.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,292 | $86.8 萬 | 0.2% | −1,001−18.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,518 | $84.5 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 16,298 | $84.3 萬 | 0.2% | −29,973−64.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,177 | $84.0 萬 | 0.2% | −31−0.6% | 減碼 | – |
| ENBEnbridge Inc | Stock | 17,109 | $78.9 萬 | 0.2% | +2,232+15.0% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 14,743 | $78.7 萬 | 0.2% | +389+2.7% | 加碼依 2 比 1 拆股換算 | – |
| UNHUnitedHealth Group Inc | Stock | 1,542 | $78.6 萬 | 0.2% | +33+2.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,241 | $76.3 萬 | 0.2% | +602+7.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,509 | $75.1 萬 | 0.2% | −75−1.3% | 減碼 | 歷史 |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 5,161 | $74.2 萬 | 0.2% | −64−1.2% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 34,219 | $72.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,771 | $71.0 萬 | 0.2% | −583−4.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 2,566 | $70.0 萬 | 0.2% | +131+5.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 17,398 | $68.8 萬 | 0.2% | +17,398 | 新進 | – |
| PGProcter & Gamble Co | Stock | 4,489 | $68.6 萬 | 0.2% | +489+12.2% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,616 | $68.2 萬 | 0.2% | −4,098−47.0% | 減碼 | – |
| HONHoneywell International Inc | COM | 3,442 | $67.0 萬 | 0.2% | −200−5.5% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,299 | $66.1 萬 | 0.2% | −530−18.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 33,512 | $64.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,042 | $64.9 萬 | 0.2% | +2,069+52.1% | 加碼 | – |
| WPMWheaton Precious Metals Corp. | COM | 13,578 | $64.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 2,877 | $63.8 萬 | 0.2% | −106−3.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,688 | $60.3 萬 | 0.2% | +44+2.7% | 加碼 | 歷史 |
| RMIRiverNorth Opportunistic Municipal Income Fund, Inc. | COM | 32,500 | $60.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（14 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 |
|---|---|---|---|---|---|
| KORCorvus Gold ULC | COM | 855,119 | $275.3 萬 | 0.8% | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 12,622 | $57.2 萬 | 0.2% | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 9,706 | $48.5 萬 | 0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,246 | $31.4 萬 | 0.1% | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,661 | $31.3 萬 | 0.1% | 歷史 |
| HPQHP Inc | Stock | 6,835 | $25.7 萬 | 0.1% | 歷史 |
| TJXTJX Companies Inc | Stock | 3,141 | $23.9 萬 | 0.1% | 歷史 |
| iShares Tr464287770 | U.S. FIN SVC ETF | 1,208 | $23.3 萬 | 0.1% | – |
| RBLXRoblox Corp | Stock | 2,198 | $22.7 萬 | 0.1% | 歷史 |
| iShares Tr464288109 | MORNINGSTAR VALU | 3,256 | $22.7 萬 | 0.1% | – |
| AMTAmerican Tower Corp | REIT | 762 | $22.3 萬 | 0.1% | 歷史 |
| SBUXStarbucks Corp | Stock | 1,744 | $20.4 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 5,189 | $20.1 萬 | 0.1% | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 10,113 | $15.2 萬 | <0.1% | – |