Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- 最新申報
- 2026/7/10
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/10 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 284
- 較 2024 年第 4 季 +4
- 總值
- $4.93 億
- 較 2024 年第 4 季 −$496.0 萬 (−1.0%)
| 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 | 54,738 | $3,076 萬 | 6.2% | −5,239−8.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 132,950 | $2,953 萬 | 6.0% | −1,030−0.8% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 125,986 | $2,153 萬 | 4.4% | +18,639+17.4% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 303,756 | $1,997 萬 | 4.1% | +1,563+0.5% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 347,545 | $1,695 萬 | 3.4% | +27,497+8.6% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 182,008 | $1,690 萬 | 3.4% | +10,084+5.9% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 546,533 | $1,266 萬 | 2.6% | +3,330+0.6% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 201,254 | $1,186 萬 | 2.4% | −15,490−7.1% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 61,644 | $1,175 萬 | 2.4% | +19,499+46.3% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 35,008 | $948.1 萬 | 1.9% | +13,449+62.4% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 87,401 | $874.0 萬 | 1.8% | −48,131−35.5% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 26,905 | $831.0 萬 | 1.7% | −652−2.4% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 171,804 | $791.7 萬 | 1.6% | −12,978−7.0% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 52,507 | $737.4 萬 | 1.5% | +223+0.4% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 60,165 | $733.5 萬 | 1.5% | −3,349−5.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,310 | $688.6 萬 | 1.4% | −13−0.1% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 12,812 | $658.4 萬 | 1.3% | −29−0.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 23,251 | $601.3 萬 | 1.2% | −223−0.9% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 43,847 | $565.5 萬 | 1.1% | −119−0.3% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,212 | $543.9 萬 | 1.1% | −78−0.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,444 | $542.2 萬 | 1.1% | +133+0.9% | 加碼 | 歷史 |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 176,193 | $520.4 萬 | 1.1% | +2,225+1.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,744 | $482.2 萬 | 1.0% | +25+0.1% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 150,027 | $461.0 萬 | 0.9% | −475−0.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 88,408 | $449.4 萬 | 0.9% | −1,317−1.5% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 23,414 | $445.5 萬 | 0.9% | +468+2.0% | 加碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 43,521 | $408.1 萬 | 0.8% | −7,579−14.8% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 26,006 | $402.2 萬 | 0.8% | −277−1.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,055 | $383.6 萬 | 0.8% | +162+4.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 35,235 | $381.9 萬 | 0.8% | +2,630+8.1% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 44,934 | $367.4 萬 | 0.7% | −163−0.4% | 減碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 43,920 | $346.5 萬 | 0.7% | +380+0.9% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 113,783 | $318.1 萬 | 0.6% | −1,401−1.2% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 57,205 | $308.7 萬 | 0.6% | +22,792+66.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 11,714 | $303.6 萬 | 0.6% | +422+3.7% | 加碼 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 98,076 | $297.3 萬 | 0.6% | −14,092−12.6% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 21,299 | $286.0 萬 | 0.6% | −948−4.3% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 25,453 | $280.0 萬 | 0.6% | +1,108+4.6% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 50,425 | $277.8 萬 | 0.6% | −4,144−7.6% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 52,647 | $275.8 萬 | 0.6% | +433+0.8% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 46,048 | $271.5 萬 | 0.6% | +19,538+73.7% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 12,293 | $269.0 萬 | 0.5% | −314−2.5% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,582 | $264.1 萬 | 0.5% | −18−0.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,512 | $257.9 萬 | 0.5% | −16−0.2% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 15,985 | $249.7 萬 | 0.5% | −479−2.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,300 | $248.5 萬 | 0.5% | −128−2.4% | 減碼 | – |
| Aim ETF Products Trust00888H539 | ALLIANZIM US EQU | 99,652 | $247.2 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 67,540 | $245.1 萬 | 0.5% | +53,186+370.5% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 54,759 | $225.7 萬 | 0.5% | −4,516−7.6% | 減碼 | – |
| MARMarriott International Inc | Stock | 9,440 | $224.9 萬 | 0.5% | +423+4.7% | 加碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 23,693 | $219.2 萬 | 0.4% | +1,879+8.6% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 19,886 | $206.3 萬 | 0.4% | +11,462+136.1% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,478 | $198.7 萬 | 0.4% | +1,518+30.6% | 加碼 | – |
| iShares Tr464287861 | EUROPE ETF | 33,169 | $193.0 萬 | 0.4% | −1,622−4.7% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 16,035 | $190.7 萬 | 0.4% | +290+1.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,280 | $188.3 萬 | 0.4% | +132+6.1% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 31,061 | $185.6 萬 | 0.4% | −4,311−12.2% | 減碼 | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 46,429 | $185.4 萬 | 0.4% | +5,418+13.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 8,959 | $181.1 萬 | 0.4% | +3,813+74.1% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,809 | $175.0 萬 | 0.4% | +885+14.9% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,702 | $168.8 萬 | 0.3% | −253−2.8% | 減碼 | – |
| CVXChevron Corp | Stock | 9,666 | $161.7 萬 | 0.3% | +37+0.4% | 加碼 | 歷史 |
| Innovator ETFs Trust45784N809 | EQUI DEFI 1 NOVE | 63,901 | $160.1 萬 | 0.3% | 00.0% | 不變 | – |
| SHOPShopify Inc. | Stock | 16,662 | $159.1 萬 | 0.3% | +147+0.9% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 14,924 | $157.4 萬 | 0.3% | −6,280−29.6% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 16,624 | $155.7 萬 | 0.3% | −1,683−9.2% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 31,099 | $154.3 萬 | 0.3% | −585−1.8% | 減碼 | – |
| AXPAmerican Express Co | Stock | 5,499 | $147.9 萬 | 0.3% | +167+3.1% | 加碼 | 歷史 |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 31,032 | $144.5 萬 | 0.3% | +31,032 | 新進 | – |
| Innovator ETFs Trust45783Y251 | EQUITY DEFINED P | 53,527 | $143.3 萬 | 0.3% | −19,060−26.3% | 減碼 | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 50,769 | $142.0 萬 | 0.3% | −465−0.9% | 減碼 | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 46,291 | $134.8 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 13,590 | $130.2 萬 | 0.3% | −1,848−12.0% | 減碼 | – |
| WFCWells Fargo & Company | Stock | 17,577 | $126.2 萬 | 0.3% | +1,573+9.8% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 49,367 | $124.7 萬 | 0.3% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 14,148 | $124.2 萬 | 0.3% | +31+0.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 3,425 | $120.0 萬 | 0.2% | +114+3.4% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 13,158 | $119.2 萬 | 0.2% | +1,578+13.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 26,261 | $118.9 萬 | 0.2% | −320−1.2% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 7,486 | $118.8 萬 | 0.2% | +95+1.3% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H794 | ALLIANZIM US EQT | 37,800 | $113.2 萬 | 0.2% | +29,657+364.2% | 加碼 | – |
| WABCWestamerica Bancorporation | COM | 21,775 | $110.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 6,572 | $109.0 萬 | 0.2% | +113+1.7% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 8,751 | $106.8 萬 | 0.2% | +2,222+34.0% | 加碼 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 17,857 | $103.7 萬 | 0.2% | +105+0.6% | 加碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 42,832 | $103.1 萬 | 0.2% | −70−0.2% | 減碼 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 18,646 | $102.1 萬 | 0.2% | −37−0.2% | 減碼 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 85,700 | $99.4 萬 | 0.2% | +11,570+15.6% | 加碼 | 歷史 |
| Innovator ETFs Trust45784N700 | EQUITY DEFIN 1YR | 38,881 | $97.8 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 47,192 | $97.6 萬 | 0.2% | +85+0.2% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 49,663 | $96.7 萬 | 0.2% | +37+0.1% | 加碼 | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 48,089 | $94.2 萬 | 0.2% | +225+0.5% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 5,567 | $93.2 萬 | 0.2% | +188+3.5% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 45,237 | $92.1 萬 | 0.2% | +13,960+44.6% | 加碼 | – |
| AMGNAmgen Inc | Stock | 2,951 | $92.0 萬 | 0.2% | +29+1.0% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 29,172 | $90.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 5,166 | $89.9 萬 | 0.2% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 19,691 | $89.3 萬 | 0.2% | −310−1.5% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 937 | $88.7 萬 | 0.2% | −67−6.7% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 47,548 | $88.1 萬 | 0.2% | +47,548 | 新進 | – |
2024 年第 4 季之後清倉（12 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Aim ETF Products Trust00888H562 | ALLIANZIM US EQU | 17,073 | $44.7 萬 | 0.1% | – |
| Aim ETF Products Trust00888H554 | ALLIANZIM US EQU | 17,181 | $44.3 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F268 | VEST NASDAQ 100 | 17,273 | $37.3 萬 | 0.1% | – |
| MRVLMarvell Technology, Inc. | COM | 2,266 | $25.0 萬 | 0.1% | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 6,528 | $24.9 萬 | 0.1% | – |
| CRMSalesforce, Inc. | Stock | 741 | $24.8 萬 | <0.1% | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,844 | $22.9 萬 | <0.1% | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,595 | $21.8 萬 | <0.1% | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 1,456 | $21.6 萬 | <0.1% | – |
| MLMMartin Marietta Materials Inc | COM | 414 | $21.4 萬 | <0.1% | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 3,685 | $20.5 萬 | <0.1% | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 8,183 | $20.5 萬 | <0.1% | – |