Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- 最新申報
- 2026/7/10
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/14 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 223
- 較 2022 年第 2 季 −5
- 總值
- $2.94 億
- 較 2022 年第 2 季 −$1,945 萬 (−6.2%)
| 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 | 71,085 | $2,590 萬 | 8.8% | +1,313+1.9% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 230,541 | $1,859 萬 | 6.3% | −11,949−4.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 132,186 | $1,852 萬 | 6.3% | +799+0.6% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 158,672 | $702.1 萬 | 2.4% | −16,474−9.4% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 304,654 | $689.4 萬 | 2.3% | +63,134+26.1% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 35,640 | $626.1 萬 | 2.1% | −225−0.6% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 80,242 | $591.9 萬 | 2.0% | +10,216+14.6% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 185,658 | $581.3 萬 | 2.0% | −1,274−0.7% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 58,062 | $563.0 萬 | 1.9% | −230−0.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,370 | $557.6 萬 | 1.9% | −1,153−7.0% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 131,896 | $518.0 萬 | 1.8% | −40,060−23.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 26,893 | $516.8 萬 | 1.8% | −293−1.1% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 27,443 | $436.7 萬 | 1.5% | −2,966−9.8% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 12,800 | $426.7 萬 | 1.5% | +32+0.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 23,750 | $417.3 萬 | 1.4% | −10.0% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 53,685 | $405.2 萬 | 1.4% | −2,874−5.1% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 54,190 | $390.8 萬 | 1.3% | −218−0.4% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 79,552 | $378.5 萬 | 1.3% | −4,611−5.5% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 94,792 | $350.4 萬 | 1.2% | −632−0.7% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 51,714 | $343.1 萬 | 1.2% | +14,380+38.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 63,931 | $272.7 萬 | 0.9% | +58,879+1,165.5% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 15,457 | $265.2 萬 | 0.9% | −132−0.8% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 28,463 | $254.6 萬 | 0.9% | +10,431+57.8% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 23,088 | $250.3 萬 | 0.9% | +184+0.8% | 加碼 | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 45,763 | $234.0 萬 | 0.8% | −3,486−7.1% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 14,246 | $233.7 萬 | 0.8% | −3,959−21.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 10,446 | $233.0 萬 | 0.8% | −114−1.1% | 減碼依 3 比 1 拆股換算 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 33,981 | $229.7 萬 | 0.8% | +1,569+4.8% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 73,631 | $226.0 萬 | 0.8% | +163+0.2% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,173 | $219.9 萬 | 0.7% | −1,182−12.6% | 減碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 22,926 | $219.6 萬 | 0.7% | +4,147+22.1% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 21,033 | $217.7 萬 | 0.7% | −8,811−29.5% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 47,780 | $215.2 萬 | 0.7% | +5,621+13.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 17,782 | $203.7 萬 | 0.7% | −1,268−6.7% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 40,279 | $193.5 萬 | 0.7% | +171+0.4% | 加碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 95,900 | $193.5 萬 | 0.7% | +40,471+73.0% | 加碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 43,455 | $192.9 萬 | 0.7% | +24,408+128.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 8,224 | $192.6 萬 | 0.7% | −541−6.2% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 20,254 | $191.9 萬 | 0.7% | −3,854−16.0% | 減碼 | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 64,946 | $183.0 萬 | 0.6% | −16,692−20.4% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 15,844 | $167.2 萬 | 0.6% | −9,443−37.3% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 15,405 | $163.2 萬 | 0.6% | +5,636+57.7% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,478 | $157.3 萬 | 0.5% | +10.0% | 加碼 | – |
| Innovator ETFs Trust45782C730 | US EQT ULTRA BF | 59,657 | $156.0 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 24,804 | $154.5 萬 | 0.5% | −459−1.8% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,718 | $153.9 萬 | 0.5% | −292−4.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 51,937 | $149.6 萬 | 0.5% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 9,282 | $148.7 萬 | 0.5% | +81+0.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 15,066 | $148.7 萬 | 0.5% | −4,034−21.1% | 減碼依 20 比 1 拆股換算 | 歷史 |
| CVXChevron Corp | Stock | 8,790 | $140.7 萬 | 0.5% | +651+8.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,000 | $140.4 萬 | 0.5% | +115+4.0% | 加碼 | 歷史 |
| iShares Tr464287861 | EUROPE ETF | 36,425 | $139.2 萬 | 0.5% | +25,097+221.5% | 加碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 16,389 | $138.0 萬 | 0.5% | −1,960−10.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 13,587 | $135.3 萬 | 0.5% | −2,313−14.5% | 減碼依 20 比 1 拆股換算 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 31,145 | $134.1 萬 | 0.5% | −7,687−19.8% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 53,987 | $129.5 萬 | 0.4% | −18,048−25.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,366 | $128.4 萬 | 0.4% | +3,848+69.7% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 12,237 | $123.6 萬 | 0.4% | +1,784+17.1% | 加碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 12,141 | $121.1 萬 | 0.4% | −5,916−32.8% | 減碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 23,605 | $118.5 萬 | 0.4% | +20.0% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 33,130 | $118.1 萬 | 0.4% | +33,130 | 新進 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 8,542 | $115.4 萬 | 0.4% | +3,556+71.3% | 加碼 | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 25,836 | $114.2 萬 | 0.4% | −27,128−51.2% | 減碼 | – |
| IRTIndependence Realty Trust, Inc. | COM | 73,460 | $113.8 萬 | 0.4% | −20,293−21.6% | 減碼 | 歷史 |
| WABCWestamerica Bancorporation | COM | 21,775 | $113.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 29,454 | $109.4 萬 | 0.4% | −869−2.9% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,415 | $106.9 萬 | 0.4% | −2,166−13.1% | 減碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 9,848 | $105.9 萬 | 0.4% | −17−0.2% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 11,083 | $105.5 萬 | 0.4% | +4,977+81.5% | 加碼 | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 26,988 | $105.3 萬 | 0.4% | +2,724+11.2% | 加碼 | – |
| AMGNAmgen Inc | Stock | 4,318 | $98.9 萬 | 0.3% | +18+0.4% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 9,937 | $96.6 萬 | 0.3% | −956−8.8% | 減碼 | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 20,878 | $95.9 萬 | 0.3% | +1,150+5.8% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 9,843 | $89.8 萬 | 0.3% | −867−8.1% | 減碼 | – |
| PFEPfizer Inc | Stock | 21,118 | $89.4 萬 | 0.3% | −795−3.6% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 4,425 | $88.7 萬 | 0.3% | +2,243+102.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,306 | $88.0 萬 | 0.3% | −895−9.7% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,412 | $86.6 萬 | 0.3% | +2,986+55.0% | 加碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 28,677 | $85.4 萬 | 0.3% | 00.0% | 不變 | – |
| LOWLowes Companies Inc | Stock | 4,304 | $84.9 萬 | 0.3% | −28−0.6% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 24,513 | $84.9 萬 | 0.3% | +7,115+40.9% | 加碼 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 22,686 | $78.5 萬 | 0.3% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 20,637 | $76.0 萬 | 0.3% | −447−2.1% | 減碼 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 22,842 | $74.8 萬 | 0.3% | −4,193−15.5% | 減碼 | – |
| FFord Motor Co | Stock | 59,390 | $72.5 萬 | 0.2% | +232+0.4% | 加碼 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 6,789 | $70.6 萬 | 0.2% | +6,789 | 新進 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 8,207 | $66.3 萬 | 0.2% | −622−7.0% | 減碼 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 23,109 | $66.1 萬 | 0.2% | +2,467+12.0% | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,338 | $64.9 萬 | 0.2% | −433−3.1% | 減碼 | – |
| iShares Tr46435G102 | CONV BD ETF | 9,191 | $64.8 萬 | 0.2% | −2,110−18.7% | 減碼 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 5,163 | $64.0 萬 | 0.2% | +10.0% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 30,072 | $63.8 萬 | 0.2% | −4,023−11.8% | 減碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 5,523 | $63.5 萬 | 0.2% | +47+0.9% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,038 | $61.0 萬 | 0.2% | +1,492+32.8% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 4,863 | $60.4 萬 | 0.2% | −351−6.7% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,479 | $59.7 萬 | 0.2% | −134−8.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 4,275 | $59.4 萬 | 0.2% | −316−6.9% | 減碼 | 歷史 |
| iShares Tr464289420 | RUS TP200 VL ETF | 9,922 | $58.4 萬 | 0.2% | +9,922 | 新進 | – |
| WFCWells Fargo & Company | Stock | 13,816 | $57.7 萬 | 0.2% | −31,796−69.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,264 | $56.9 萬 | 0.2% | −1,199−21.9% | 減碼 | 歷史 |
2022 年第 2 季之後清倉（22 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MTCHMatch Group, Inc. | COM | 67,735 | $472.0 萬 | 1.5% | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 16,749 | $149.1 萬 | 0.5% | – |
| iShares Tr464287333 | GLOBAL FINLS ETF | 6,425 | $42.2 萬 | 0.1% | – |
| Schwab International Equity ETF808524805 | ETF | 12,293 | $38.7 萬 | 0.1% | – |
| CORCencora, Inc. | Stock | 2,176 | $30.8 萬 | 0.1% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 1,407 | $30.5 萬 | 0.1% | 歷史 |
| INTCIntel Corp | Stock | 7,204 | $26.9 萬 | 0.1% | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 149 | $26.1 萬 | 0.1% | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,329 | $25.1 萬 | 0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 2,203 | $25.0 萬 | 0.1% | 歷史 |
| KMXCarMax Inc | COM | 2,693 | $24.4 萬 | 0.1% | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,608 | $23.3 萬 | 0.1% | – |
| LANDGladstone Land Corp | COM | 10,432 | $23.1 萬 | 0.1% | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,556 | $22.0 萬 | 0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 444 | $21.4 萬 | 0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 869 | $21.4 萬 | 0.1% | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,968 | $21.0 萬 | 0.1% | – |
| ARK Innovation ETF00214Q104 | ETF | 5,253 | $20.9 萬 | 0.1% | – |
| BABoeing Co | Stock | 1,507 | $20.6 萬 | 0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 844 | $20.4 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 8,365 | $20.3 萬 | 0.1% | – |
| Alexco Resource Corp01535P106 | COM | 28,700 | $1.10 萬 | <0.1% | – |