Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- 最新申報
- 2026/7/10
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/7 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 249
- 較 2022 年第 4 季 +16
- 總值
- $3.41 億
- 較 2022 年第 4 季 +$3,032 萬 (+9.7%)
| 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 | 67,050 | $2,756 萬 | 8.1% | −2,748−3.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 130,722 | $2,156 萬 | 6.3% | −2,551−1.9% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 153,395 | $1,387 萬 | 4.1% | −62,376−28.9% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 232,192 | $1,072 萬 | 3.1% | +52,264+29.0% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 109,228 | $1,023 萬 | 3.0% | +31,898+41.2% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 70,214 | $871.1 萬 | 2.6% | +50,654+259.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 168,129 | $809.5 萬 | 2.4% | +67,123+66.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,181 | $662.4 萬 | 1.9% | +775+5.0% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 32,269 | $659.9 萬 | 1.9% | −1,223−3.7% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 135,842 | $659.2 萬 | 1.9% | −5,597−4.0% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 54,970 | $579.9 萬 | 1.7% | −1,357−2.4% | 減碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 173,659 | $542.2 萬 | 1.6% | −7,233−4.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 25,560 | $539.1 萬 | 1.6% | −92−0.4% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 55,969 | $530.2 萬 | 1.6% | +20,611+58.3% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 68,891 | $501.1 萬 | 1.5% | +12,398+21.9% | 加碼 | – |
| UPSUnited Parcel Service Inc | Stock | 24,596 | $477.1 萬 | 1.4% | −2,695−9.9% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 12,489 | $469.7 萬 | 1.4% | +397+3.3% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 196,890 | $460.3 萬 | 1.3% | +29,050+17.3% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 48,373 | $448.9 萬 | 1.3% | +26,735+123.6% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,628 | $428.9 萬 | 1.3% | −256−1.1% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 92,029 | $415.7 萬 | 1.2% | −1,336−1.4% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 83,233 | $406.1 萬 | 1.2% | +83,233 | 新進 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 48,778 | $368.5 萬 | 1.1% | −2,317−4.5% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 77,313 | $362.7 萬 | 1.1% | +25,655+49.7% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 44,161 | $354.3 萬 | 1.0% | −4,905−10.0% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,351 | $288.7 萬 | 0.8% | +1,135+13.8% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 14,569 | $281.9 萬 | 0.8% | −359−2.4% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 23,261 | $272.6 萬 | 0.8% | −1,283−5.2% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 14,418 | $269.7 萬 | 0.8% | +1,042+7.8% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 36,815 | $269.3 萬 | 0.8% | +1,030+2.9% | 加碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 106,187 | $263.2 萬 | 0.8% | −1,892−1.8% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 26,277 | $261.8 萬 | 0.8% | −1,431−5.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 8,620 | $248.5 萬 | 0.7% | −183−2.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 70,659 | $236.6 萬 | 0.7% | −2,028−2.8% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 50,195 | $235.0 萬 | 0.7% | −2,187−4.2% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 22,386 | $232.2 萬 | 0.7% | +6,810+43.7% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 10,924 | $226.6 萬 | 0.7% | −42−0.4% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 39,675 | $209.1 萬 | 0.6% | −1,491−3.6% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 41,510 | $198.5 萬 | 0.6% | −26,992−39.4% | 減碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 16,935 | $194.0 萬 | 0.6% | +2,166+14.7% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 17,853 | $192.3 萬 | 0.6% | +903+5.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 18,362 | $189.7 萬 | 0.6% | +572+3.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,885 | $188.9 萬 | 0.6% | −311−5.0% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,482 | $177.1 萬 | 0.5% | +20.0% | 加碼 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 23,352 | $166.4 萬 | 0.5% | −2,059−8.1% | 減碼 | – |
| iShares Tr464287861 | EUROPE ETF | 33,086 | $165.5 萬 | 0.5% | +663+2.0% | 加碼 | – |
| Innovator ETFs Trust45782C730 | US EQT ULTRA BF | 59,657 | $164.5 萬 | 0.5% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 15,307 | $159.2 萬 | 0.5% | +740+5.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 14,243 | $156.2 萬 | 0.5% | +1,623+12.9% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U802 | FT VEST U.S. | 51,937 | $154.0 萬 | 0.5% | 00.0% | 不變 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 11,049 | $153.6 萬 | 0.4% | −8,201−42.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,013 | $149.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 28,318 | $145.0 萬 | 0.4% | +7,291+34.7% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,356 | $144.1 萬 | 0.4% | −11−0.1% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,866 | $143.8 萬 | 0.4% | −11,650−43.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 9,228 | $143.0 萬 | 0.4% | −323−3.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 8,703 | $142.0 萬 | 0.4% | −109−1.2% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 41,519 | $130.7 萬 | 0.4% | −14,729−26.2% | 減碼 | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 45,175 | $125.8 萬 | 0.4% | +45,175 | 新進 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 23,614 | $119.0 萬 | 0.3% | −46−0.2% | 減碼 | – |
| iShares Tr46432F388 | MSCI USA VALUE | 12,787 | $118.4 萬 | 0.3% | −5,612−30.5% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 29,285 | $118.3 萬 | 0.3% | −541−1.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 8,616 | $112.3 萬 | 0.3% | −146−1.7% | 減碼 | 歷史 |
| iShares Inc46434G889 | EMNG MKTS EQT | 25,973 | $107.8 萬 | 0.3% | +25,973 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 4,638 | $104.5 萬 | 0.3% | +997+27.4% | 加碼 | – |
| IRTIndependence Realty Trust, Inc. | COM | 64,410 | $103.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 30,900 | $102.6 萬 | 0.3% | +2,223+7.8% | 加碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 26,006 | $97.1 萬 | 0.3% | +2,277+9.6% | 加碼 | – |
| WABCWestamerica Bancorporation | COM | 21,775 | $96.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 24,513 | $95.9 萬 | 0.3% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 9,573 | $95.9 萬 | 0.3% | +230+2.5% | 加碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 17,385 | $94.5 萬 | 0.3% | −11,808−40.4% | 減碼 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 32,535 | $92.6 萬 | 0.3% | +17,934+122.8% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,084 | $92.1 萬 | 0.3% | −2,011−14.3% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 4,579 | $91.6 萬 | 0.3% | −10−0.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 45,433 | $90.3 萬 | 0.3% | +11,921+35.6% | 加碼 | – |
| ENBEnbridge Inc | Stock | 23,566 | $89.9 萬 | 0.3% | +9,928+72.8% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 10,224 | $88.2 萬 | 0.3% | +10,224 | 新進 | – |
| NVDANVIDIA Corp | Stock | 3,134 | $87.0 萬 | 0.3% | −12−0.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 21,156 | $86.3 萬 | 0.3% | −591−2.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,944 | $83.6 萬 | 0.2% | −309−7.3% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 20,328 | $80.2 萬 | 0.2% | −19,181−48.5% | 減碼 | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 28,190 | $79.5 萬 | 0.2% | +19,970+242.9% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 20,359 | $79.2 萬 | 0.2% | −642−3.1% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 7,605 | $76.2 萬 | 0.2% | −2,002−20.8% | 減碼 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 19,959 | $75.7 萬 | 0.2% | −2,727−12.0% | 減碼 | – |
| FFord Motor Co | Stock | 59,766 | $75.3 萬 | 0.2% | +65+0.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,063 | $75.3 萬 | 0.2% | +116+2.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 23,109 | $71.1 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 5,164 | $70.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,757 | $70.2 萬 | 0.2% | −450−5.5% | 減碼 | – |
| AXPAmerican Express Co | Stock | 4,206 | $69.4 萬 | 0.2% | −107−2.5% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 6,498 | $68.0 萬 | 0.2% | −978−13.1% | 減碼 | – |
| SHOPShopify Inc. | Stock | 13,668 | $65.5 萬 | 0.2% | −200−1.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,495 | $65.3 萬 | 0.2% | −265−2.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,643 | $63.9 萬 | 0.2% | −1,720−39.4% | 減碼 | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 24,842 | $62.8 萬 | 0.2% | −6,954−21.9% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 39,624 | $61.3 萬 | 0.2% | +1,685+4.4% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,707 | $60.7 萬 | 0.2% | +243+4.4% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 903 | $60.4 萬 | 0.2% | −114−11.2% | 減碼 | 歷史 |
2022 年第 4 季之後清倉（11 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 26,975 | $76.0 萬 | 0.2% | – |
| iShares Tr46435G102 | CONV BD ETF | 9,367 | $65.1 萬 | 0.2% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,212 | $36.8 萬 | 0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 6,459 | $32.2 萬 | 0.1% | – |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 5,899 | $32.2 萬 | 0.1% | – |
| NOCNorthrop Grumman Corp | Stock | 503 | $27.4 萬 | 0.1% | 歷史 |
| NIDNuveen Intermediate Duration Municipal Term Fund | COM | 20,345 | $26.7 萬 | 0.1% | 歷史 |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 2,536 | $23.6 萬 | 0.1% | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 2,688 | $23.3 萬 | 0.1% | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,616 | $21.7 萬 | 0.1% | – |
| NFLXNetflix Inc | Stock | 721 | $21.3 萬 | 0.1% | 歷史 |