Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- 最新申報
- 2026/7/10
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/15 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 346
- 較 2025 年第 2 季 +28
- 總值
- $6.11 億
- 較 2025 年第 2 季 +$5,202 萬 (+9.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 136,156 | $3,467 萬 | 5.7% | +1,662+1.2% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 42,136 | $2,820 萬 | 4.6% | −979−2.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 321,343 | $2,517 萬 | 4.1% | +26,279+8.9% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 119,142 | $2,317 萬 | 3.8% | −13,314−10.1% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 384,616 | $2,277 萬 | 3.7% | +22,092+6.1% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 57,479 | $1,913 萬 | 3.1% | +15,506+36.9% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 253,484 | $1,719 萬 | 2.8% | −40,946−13.9% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 133,856 | $1,616 萬 | 2.6% | −2,743−2.0% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 59,479 | $1,228 萬 | 2.0% | +636+1.1% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 492,968 | $1,157 萬 | 1.9% | −25,282−4.9% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 25,881 | $1,042 萬 | 1.7% | −364−1.4% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,535 | $1,035 萬 | 1.7% | −61−0.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 16,927 | $876.7 萬 | 1.4% | +193+1.2% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 58,505 | $851.8 萬 | 1.4% | +413+0.7% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 13,389 | $819.9 萬 | 1.3% | +146+1.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 42,262 | $788.5 萬 | 1.3% | +1,064+2.6% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 160,106 | $749.5 萬 | 1.2% | +27,882+21.1% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 196,804 | $745.1 萬 | 1.2% | +6,831+3.6% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 211,561 | $722.7 萬 | 1.2% | +103,568+95.9% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 28,425 | $691.0 萬 | 1.1% | −2,501−8.1% | 減碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 23,281 | $683.9 萬 | 1.1% | −116−0.5% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 141,959 | $663.1 萬 | 1.1% | −21,000−12.9% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 45,877 | $646.6 萬 | 1.1% | −466−1.0% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 93,332 | $615.2 萬 | 1.0% | +7,889+9.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 27,500 | $603.8 萬 | 1.0% | +2,417+9.6% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 98,612 | $590.9 萬 | 1.0% | +2,572+2.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,132 | $562.8 萬 | 0.9% | +110+0.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 12,620 | $561.2 萬 | 0.9% | +19+0.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 11,159 | $561.0 萬 | 0.9% | +330+3.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 19,605 | $477.5 萬 | 0.8% | −892−4.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,868 | $450.6 萬 | 0.7% | +264+5.7% | 加碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 141,514 | $447.5 萬 | 0.7% | −4,617−3.2% | 減碼 | – |
| iShares Tr464288588 | MBS ETF | 46,393 | $441.4 萬 | 0.7% | +909+2.0% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 37,993 | $432.7 萬 | 0.7% | −50,791−57.2% | 減碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 21,896 | $428.9 萬 | 0.7% | −26,282−54.6% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 56,182 | $408.8 萬 | 0.7% | +13,459+31.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,704 | $402.5 萬 | 0.7% | +173+2.6% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 45,193 | $380.1 萬 | 0.6% | +1,737+4.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 5,013 | $368.2 萬 | 0.6% | +126+2.6% | 加碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 43,492 | $353.1 萬 | 0.6% | +558+1.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 11,113 | $350.5 萬 | 0.6% | +642+6.1% | 加碼 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 95,493 | $338.8 萬 | 0.6% | −7,824−7.6% | 減碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 31,216 | $321.5 萬 | 0.5% | +5,420+21.0% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 57,252 | $304.8 萬 | 0.5% | +2,650+4.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 24,644 | $298.3 萬 | 0.5% | −260−1.0% | 減碼 | – |
| Aim ETF Products Trust00888H539 | ALLIANZIM US EQU | 99,652 | $282.1 萬 | 0.5% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 99,691 | $272.2 萬 | 0.4% | −4,511−4.3% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 8,163 | $269.3 萬 | 0.4% | +1,861+29.5% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 18,720 | $266.0 萬 | 0.4% | +40+0.2% | 加碼 | – |
| MARMarriott International Inc | Stock | 9,972 | $259.7 萬 | 0.4% | +751+8.1% | 加碼 | 歷史 |
| Global X FDS37960A529 | DEFENSE TECH ETF | 36,927 | $259.4 萬 | 0.4% | +36,927 | 新進 | – |
| SHOPShopify Inc. | Stock | 17,164 | $255.1 萬 | 0.4% | +128+0.8% | 加碼 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 23,318 | $248.3 萬 | 0.4% | −385−1.6% | 減碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 11,487 | $245.5 萬 | 0.4% | −606−5.0% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 52,617 | $235.1 萬 | 0.4% | −1,224−2.3% | 減碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 9,032 | $231.6 萬 | 0.4% | −41−0.5% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,333 | $231.5 萬 | 0.4% | −69−1.1% | 減碼 | – |
| UPSUnited Parcel Service Inc | Stock | 25,396 | $212.1 萬 | 0.3% | +34+0.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 6,130 | $203.6 萬 | 0.3% | +24+0.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,653 | $202.4 萬 | 0.3% | +276+11.6% | 加碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 29,510 | $202.0 萬 | 0.3% | −631−2.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,870 | $191.4 萬 | 0.3% | +129+1.5% | 加碼 | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 40,549 | $189.1 萬 | 0.3% | +2,087+5.4% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 16,043 | $180.9 萬 | 0.3% | +21+0.1% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 38,167 | $174.0 萬 | 0.3% | +38,167 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 32,016 | $173.5 萬 | 0.3% | −270−0.8% | 減碼 | – |
| iShares Tr464287861 | EUROPE ETF | 26,295 | $172.2 萬 | 0.3% | −5,572−17.5% | 減碼 | – |
| Innovator ETFs Trust45784N809 | EQUI DEFI 1 NOVE | 63,901 | $168.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 34,021 | $168.3 萬 | 0.3% | +2,247+7.1% | 加碼 | – |
| iShares Tr464288760 | US AER DEF ETF | 7,604 | $159.1 萬 | 0.3% | +7,604 | 新進 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 5,162 | $158.9 萬 | 0.3% | −819−13.7% | 減碼 | – |
| ORCLOracle Corp | Stock | 5,630 | $158.3 萬 | 0.3% | −690−10.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 10,116 | $157.1 萬 | 0.3% | +522+5.4% | 加碼 | 歷史 |
| iShares Tr46435U218 | ESG MSCI LEADR | 13,388 | $156.7 萬 | 0.3% | −186−1.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 14,996 | $154.5 萬 | 0.3% | +390+2.7% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 16,003 | $152.3 萬 | 0.2% | −165−1.0% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 1,876 | $149.4 萬 | 0.2% | +146+8.4% | 加碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 28,317 | $145.1 萬 | 0.2% | +1,177+4.3% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 17,183 | $144.0 萬 | 0.2% | +848+5.2% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 27,721 | $138.8 萬 | 0.2% | −7,152−20.5% | 減碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 14,473 | $137.8 萬 | 0.2% | +221+1.6% | 加碼 | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 85,824 | $134.7 萬 | 0.2% | +80.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 7,169 | $132.9 萬 | 0.2% | +535+8.1% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y251 | EQUITY DEFINED P | 46,006 | $132.2 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,850 | $126.3 萬 | 0.2% | +146+3.9% | 加碼 | – |
| Aim ETF Products Trust00888H794 | ALLIANZIM US EQT | 37,800 | $124.7 萬 | 0.2% | 00.0% | 不變 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 41,835 | $123.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,622 | $123.6 萬 | 0.2% | +24+0.3% | 加碼 | 歷史 |
| SLViShares Silver Trust | ETF | 28,618 | $121.3 萬 | 0.2% | −554−1.9% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 8,325 | $121.3 萬 | 0.2% | −150−1.8% | 減碼 | – |
| VVisa Inc. | Stock | 3,520 | $120.2 萬 | 0.2% | +111+3.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 47,519 | $119.1 萬 | 0.2% | +47,519 | 新進 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 16,688 | $118.7 萬 | 0.2% | +16,688 | 新進 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 18,094 | $109.0 萬 | 0.2% | +115+0.6% | 加碼 | – |
| WABCWestamerica Bancorporation | COM | 21,775 | $108.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 10,277 | $106.1 萬 | 0.2% | −82−0.8% | 減碼 | – |
| BEBloom Energy Corp | COM CL A | 12,488 | $105.6 萬 | 0.2% | +65+0.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 876 | $105.0 萬 | 0.2% | −4−0.5% | 減碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 15,914 | $103.4 萬 | 0.2% | +353+2.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45784N700 | EQUITY DEFIN 1YR | 38,881 | $103.3 萬 | 0.2% | 00.0% | 不變 | – |
2025 年第 2 季之後清倉（14 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 50,154 | $146.4 萬 | 0.3% | – |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 49,367 | $136.6 萬 | 0.2% | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 27,061 | $92.6 萬 | 0.2% | – |
| CAVACava Group, Inc. | COM | 5,420 | $45.7 萬 | 0.1% | 歷史 |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 9,480 | $28.9 萬 | 0.1% | – |
| COINCoinbase Global, Inc. | COM CL A | 745 | $26.1 萬 | <0.1% | 歷史 |
| KMXCarMax Inc | COM | 3,662 | $24.6 萬 | <0.1% | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 6,145 | $23.3 萬 | <0.1% | – |
| NVONovo Nordisk A S | ADR | 3,093 | $21.3 萬 | <0.1% | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 1,091 | $20.4 萬 | <0.1% | 歷史 |
| ARAntero Resources Corp | COM | 5,030 | $20.3 萬 | <0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 809 | $20.1 萬 | <0.1% | – |
| SGSweetgreen, Inc. | COM CL A | 12,024 | $17.9 萬 | <0.1% | 歷史 |
| LCIDLucid Group, Inc. | COM | 15,253 | $3.22 萬 | <0.1% | 歷史 |