Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- 最新申報
- 2026/7/10
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/15 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 280
- 較 2024 年第 3 季 −2
- 總值
- $4.98 億
- 較 2024 年第 3 季 +$1,428 萬 (+3.0%)
| 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 | 59,977 | $3,531 萬 | 7.1% | −609−1.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 133,980 | $3,355 萬 | 6.7% | +462+0.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 302,193 | $2,083 萬 | 4.2% | −6,028−2.0% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 107,347 | $1,912 萬 | 3.8% | +3,215+3.1% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 171,924 | $1,746 萬 | 3.5% | +720+0.4% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 320,048 | $1,640 萬 | 3.3% | +11,863+3.8% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 135,532 | $1,312 萬 | 2.6% | +14,297+11.8% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 543,203 | $1,233 萬 | 2.5% | +23,823+4.6% | 加碼依 2 比 1 拆股換算 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 216,744 | $1,137 萬 | 2.3% | +40,723+23.1% | 加碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 27,557 | $946.3 萬 | 1.9% | −1,227−4.3% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 184,782 | $835.2 萬 | 1.7% | −24,309−11.6% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 52,284 | $834.0 萬 | 1.7% | −931−1.7% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 63,514 | $818.2 萬 | 1.6% | −1,472−2.3% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 42,145 | $804.5 萬 | 1.6% | +2,030+5.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,323 | $722.2 萬 | 1.5% | +982+8.7% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 12,841 | $691.9 萬 | 1.4% | +434+3.5% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 21,559 | $622.7 萬 | 1.3% | −310−1.4% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 23,474 | $620.0 萬 | 1.2% | −785−3.2% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 14,311 | $603.2 萬 | 1.2% | +2,020+16.4% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 43,966 | $561.0 萬 | 1.1% | −1,114−2.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,719 | $521.9 萬 | 1.0% | −315−1.4% | 減碼 | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 173,968 | $514.9 萬 | 1.0% | +19,577+12.7% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 22,946 | $503.4 萬 | 1.0% | +942+4.3% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 26,283 | $497.5 萬 | 1.0% | +1,590+6.4% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 150,502 | $473.2 萬 | 1.0% | −1,611−1.1% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 51,100 | $468.5 萬 | 0.9% | +4,514+9.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,290 | $466.4 萬 | 0.9% | +291+2.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 11,292 | $456.0 萬 | 0.9% | +427+3.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 32,605 | $437.9 萬 | 0.9% | +3,492+12.0% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 89,725 | $429.1 萬 | 0.9% | −212−0.2% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 45,097 | $362.0 萬 | 0.7% | +1,004+2.3% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,893 | $356.7 萬 | 0.7% | +73+1.9% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 43,540 | $342.4 萬 | 0.7% | −951−2.1% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 115,184 | $314.7 萬 | 0.6% | +5,597+5.1% | 加碼依 3 比 1 拆股換算 | – |
| GOOGAlphabet Inc. | Stock | 16,464 | $313.5 萬 | 0.6% | −121−0.7% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 24,345 | $307.0 萬 | 0.6% | −880−3.5% | 減碼 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 112,168 | $304.1 萬 | 0.6% | +21,069+23.1% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 54,569 | $302.6 萬 | 0.6% | +4,680+9.4% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 22,247 | $292.1 萬 | 0.6% | +1,489+7.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,428 | $277.5 萬 | 0.6% | +72+1.3% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 52,214 | $271.6 萬 | 0.5% | +6,491+14.2% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,600 | $269.3 萬 | 0.5% | +307+7.2% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 12,607 | $266.5 萬 | 0.5% | −204−1.6% | 減碼 | – |
| Aim ETF Products Trust00888H539 | ALLIANZIM US EQU | 99,652 | $254.7 萬 | 0.5% | +99,652 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 10,528 | $252.4 萬 | 0.5% | +544+5.4% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 9,017 | $251.5 萬 | 0.5% | +237+2.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 59,275 | $242.6 萬 | 0.5% | −2,019−3.3% | 減碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 35,372 | $230.2 萬 | 0.5% | −170−0.5% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 21,204 | $225.9 萬 | 0.5% | −1,394−6.2% | 減碼 | – |
| iShares Tr46435U713 | US INFRASTRUC | 48,034 | $222.3 萬 | 0.4% | +632+1.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 21,814 | $207.3 萬 | 0.4% | +21,814 | 新進 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 22,759 | $198.8 萬 | 0.4% | −546−2.3% | 減碼 | – |
| Innovator ETFs Trust45783Y251 | EQUITY DEFINED P | 72,587 | $196.3 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr464287861 | EUROPE ETF | 34,791 | $181.1 萬 | 0.4% | −955−2.7% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 34,413 | $179.7 萬 | 0.4% | −2,015−5.5% | 減碼 | – |
| SHOPShopify Inc. | Stock | 16,515 | $175.6 萬 | 0.4% | +555+3.5% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,955 | $175.4 萬 | 0.4% | +54+0.6% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 15,745 | $169.4 萬 | 0.3% | −13−0.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,148 | $165.8 萬 | 0.3% | +83+4.0% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 41,011 | $164.8 萬 | 0.3% | −1,159−2.7% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 18,307 | $162.5 萬 | 0.3% | −423−2.3% | 減碼 | – |
| Innovator ETFs Trust45784N809 | EQUI DEFI 1 NOVE | 63,901 | $160.4 萬 | 0.3% | +63,901 | 新進 | – |
| iShares Tr464287622 | RUS 1000 ETF | 4,960 | $159.8 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 5,924 | $159.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 15,438 | $159.1 萬 | 0.3% | −23−0.1% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 31,684 | $158.8 萬 | 0.3% | +223+0.7% | 加碼 | – |
| AXPAmerican Express Co | Stock | 5,332 | $158.2 萬 | 0.3% | −10−0.2% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 51,234 | $150.8 萬 | 0.3% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 9,629 | $139.5 萬 | 0.3% | −1,072−10.0% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 26,510 | $131.3 萬 | 0.3% | +18,825+245.0% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 46,291 | $128.2 萬 | 0.3% | −10,962−19.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 14,117 | $127.5 萬 | 0.3% | +931+7.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,379 | $124.7 萬 | 0.3% | +785+17.1% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 49,367 | $121.8 萬 | 0.2% | −645−1.3% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 26,581 | $117.1 萬 | 0.2% | −732−2.7% | 減碼 | – |
| WABCWestamerica Bancorporation | COM | 21,775 | $114.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 16,004 | $112.4 萬 | 0.2% | +189+1.2% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 5,146 | $106.5 萬 | 0.2% | +5,146 | 新進 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 18,683 | $105.5 萬 | 0.2% | +121+0.7% | 加碼 | – |
| VVisa Inc. | Stock | 3,311 | $104.6 萬 | 0.2% | +27+0.8% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 11,580 | $103.1 萬 | 0.2% | +976+9.2% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 1,004 | $102.9 萬 | 0.2% | −11−1.1% | 減碼 | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 17,752 | $100.3 萬 | 0.2% | +255+1.5% | 加碼 | – |
| Innovator ETFs Trust45784N700 | EQUITY DEFIN 1YR | 38,881 | $98.2 萬 | 0.2% | +38,881 | 新進 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 47,107 | $97.3 萬 | 0.2% | −296−0.6% | 減碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 49,626 | $96.4 萬 | 0.2% | −513−1.0% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 6,459 | $93.4 萬 | 0.2% | −203−3.0% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 47,864 | $93.2 萬 | 0.2% | −495−1.0% | 減碼 | – |
| ORCLOracle Corp | Stock | 5,587 | $93.1 萬 | 0.2% | −162−2.8% | 減碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 10,918 | $92.5 萬 | 0.2% | −653−5.6% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 7,391 | $88.9 萬 | 0.2% | +643+9.5% | 加碼 | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 42,902 | $86.4 萬 | 0.2% | +1,818+4.4% | 加碼 | 歷史 |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 5,166 | $85.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,529 | $84.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 8,424 | $83.9 萬 | 0.2% | −174−2.0% | 減碼 | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 28,190 | $83.0 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 27,061 | $81.8 萬 | 0.2% | −5,474−16.8% | 減碼 | – |
| DISWalt Disney Co | Stock | 7,279 | $81.0 萬 | 0.2% | +638+9.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 20,001 | $80.0 萬 | 0.2% | +1,573+8.5% | 加碼 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 7,752 | $79.1 萬 | 0.2% | −7−0.1% | 減碼 | – |
2024 年第 3 季之後清倉（29 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 30,554 | $123.7 萬 | 0.3% | – |
| Innovator ETFs Trust45783Y541 | EQUITY DEF PROTN | 40,193 | $110.3 萬 | 0.2% | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 44,597 | $94.2 萬 | 0.2% | – |
| CEVEaton Vance California Municipal Income Trust | SH BEN INT | 55,454 | $60.3 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 13,427 | $55.5 萬 | 0.1% | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 11,325 | $52.6 萬 | 0.1% | – |
| LMTLockheed Martin Corp | Stock | 753 | $44.0 萬 | 0.1% | 歷史 |
| WMBWilliams Companies, Inc. | COM | 9,260 | $42.3 萬 | 0.1% | 歷史 |
| TXTTextron Inc | COM | 3,413 | $30.2 萬 | 0.1% | 歷史 |
| NUENucor Corp | COM | 1,699 | $25.5 萬 | 0.1% | 歷史 |
| BFZBlackRock California Municipal Income Trust | SH BEN INT | 20,700 | $25.0 萬 | 0.1% | 歷史 |
| DCFBNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | COM | 27,100 | $24.9 萬 | 0.1% | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 4,610 | $24.7 萬 | 0.1% | – |
| BHVNBiohaven Ltd. | COM | 4,489 | $22.4 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 3,223 | $21.9 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740U836 | FT VEST NAS | 8,093 | $21.6 萬 | <0.1% | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 908 | $21.6 萬 | <0.1% | 歷史 |
| FLNGFlex LNG Ltd. | SHS | 8,379 | $21.3 萬 | <0.1% | 歷史 |
| NVSNovartis AG | ADR | 1,850 | $21.3 萬 | <0.1% | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,282 | $21.0 萬 | <0.1% | 歷史 |
| TECKTeck Resources Ltd | CL B | 4,011 | $21.0 萬 | <0.1% | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 7,922 | $20.8 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 4,533 | $20.7 萬 | <0.1% | – |
| BTUPeabody Energy Corp | COM | 7,689 | $20.4 萬 | <0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 1,192 | $20.3 萬 | <0.1% | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,417 | $20.2 萬 | <0.1% | – |
| ETNEaton Corp plc | Stock | 606 | $20.1 萬 | <0.1% | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 1,133 | $20.0 萬 | <0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 10,002 | $12.4 萬 | <0.1% | – |