Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- 最新申報
- 2026/7/10
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/15 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 397
- 較 2025 年第 4 季 +8
- 總值
- $7.08 億
- 較 2025 年第 4 季 −$1,432 萬 (−2.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 164,551 | $4,176 萬 | 5.9% | −3,488−2.1% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 45,887 | $2,997 萬 | 4.2% | +3,799+9.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 357,735 | $2,738 萬 | 3.9% | −9,560−2.6% | 減碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 409,616 | $2,383 萬 | 3.4% | −9,236−2.2% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 80,372 | $1,697 萬 | 2.4% | −9,333−10.4% | 減碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 144,091 | $1,630 萬 | 2.3% | +2,629+1.9% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 78,789 | $1,511 萬 | 2.1% | −904−1.1% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 199,039 | $1,480 萬 | 2.1% | −44,771−18.4% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 589,043 | $1,368 萬 | 1.9% | +39,361+7.2% | 加碼 | – |
| BlackRock ETF Trust09290C764 | ISHA IN CTRY ETF | 380,900 | $1,225 萬 | 1.7% | +380,900 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 16,961 | $1,103 萬 | 1.6% | −889−5.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 25,692 | $951.0 萬 | 1.3% | +367+1.4% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 24,079 | $884.8 萬 | 1.2% | −1,059−4.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 14,784 | $883.4 萬 | 1.2% | +1,176+8.6% | 加碼 | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 243,871 | $883.3 萬 | 1.2% | +21,461+9.6% | 加碼 | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 267,145 | $880.2 萬 | 1.2% | +18,152+7.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 48,952 | $853.7 萬 | 1.2% | −1,624−3.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 29,055 | $835.5 萬 | 1.2% | −739−2.5% | 減碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 56,353 | $796.9 萬 | 1.1% | −1,587−2.7% | 減碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 110,616 | $771.5 萬 | 1.1% | −12,219−9.9% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 166,786 | $770.4 萬 | 1.1% | +16,028+10.6% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 35,151 | $732.1 萬 | 1.0% | −839−2.3% | 減碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 21,509 | $684.1 萬 | 1.0% | −40,365−65.2% | 減碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 45,221 | $669.7 萬 | 0.9% | −757−1.6% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 22,607 | $649.2 萬 | 0.9% | −486−2.1% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 58,082 | $646.9 萬 | 0.9% | +28,251+94.7% | 加碼 | – |
| BlackRock ETF Trust09290C855 | ISHA LA CORE ETF | 157,224 | $645.6 萬 | 0.9% | +157,224 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 100,517 | $644.1 萬 | 0.9% | −1,748−1.7% | 減碼 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 136,927 | $642.3 萬 | 0.9% | −81,693−37.4% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 21,829 | $626.2 萬 | 0.9% | −1,112−4.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,300 | $594.5 萬 | 0.8% | −198−1.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 15,613 | $580.4 萬 | 0.8% | +171+1.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,770 | $574.9 萬 | 0.8% | +79+1.4% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,797 | $570.9 萬 | 0.8% | −331−1.5% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,308 | $541.9 萬 | 0.8% | −448−3.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,374 | $540.5 萬 | 0.8% | −310−1.7% | 減碼 | 歷史 |
| iShares Tr464288588 | MBS ETF | 56,843 | $539.7 萬 | 0.8% | +4,629+8.9% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 46,418 | $520.4 萬 | 0.7% | +3,318+7.7% | 加碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 227,028 | $520.1 萬 | 0.7% | +200,823+766.4% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 22,428 | $482.3 萬 | 0.7% | −160−0.7% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 55,291 | $457.5 萬 | 0.6% | +2,285+4.3% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 141,280 | $428.4 萬 | 0.6% | −1,720−1.2% | 減碼 | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 58,703 | $415.9 萬 | 0.6% | +14,955+34.2% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 12,795 | $396.0 萬 | 0.6% | −115−0.9% | 減碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 15,294 | $367.0 萬 | 0.5% | +522+3.5% | 加碼 | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 44,503 | $354.1 萬 | 0.5% | −801−1.8% | 減碼 | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 89,090 | $353.5 萬 | 0.5% | −2,951−3.2% | 減碼 | – |
| CVXChevron Corp | Stock | 16,415 | $339.6 萬 | 0.5% | −176−1.1% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 18,460 | $334.9 萬 | 0.5% | −1,388−7.0% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 19,516 | $331.1 萬 | 0.5% | −20.0% | 減碼 | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 32,795 | $330.3 萬 | 0.5% | +577+1.8% | 加碼 | – |
| MARMarriott International Inc | Stock | 9,782 | $319.9 萬 | 0.5% | −58−0.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,442 | $311.4 萬 | 0.4% | −23−0.4% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 59,081 | $306.8 萬 | 0.4% | −7,669−11.5% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 28,826 | $306.0 萬 | 0.4% | +838+3.0% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 34,083 | $300.5 萬 | 0.4% | −27,830−45.0% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,090 | $295.5 萬 | 0.4% | −182−1.5% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 18,724 | $283.5 萬 | 0.4% | −374−2.0% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 58,343 | $282.7 萬 | 0.4% | −3,938−6.3% | 減碼 | – |
| Aim ETF Products Trust00888H539 | ALLIANZIM US EQU | 95,679 | $269.4 萬 | 0.4% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 87,192 | $267.5 萬 | 0.4% | −3,317−3.7% | 減碼 | – |
| BlackRock ETF Trust09290C699 | ISHARES DEFENSE | 80,921 | $264.8 萬 | 0.4% | +80,921 | 新進 | – |
| UPSUnited Parcel Service Inc | Stock | 26,276 | $258.5 萬 | 0.4% | +1,067+4.2% | 加碼 | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 10,950 | $245.9 萬 | 0.3% | −258−2.3% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 35,532 | $242.6 萬 | 0.3% | +252+0.7% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 46,274 | $222.3 萬 | 0.3% | +6,463+16.2% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,416 | $222.2 萬 | 0.3% | −215−8.2% | 減碼 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 90,740 | $221.3 萬 | 0.3% | +1,519+1.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 3,066 | $217.2 萬 | 0.3% | +107+3.6% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 18,057 | $214.2 萬 | 0.3% | −380−2.1% | 減碼 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 30,103 | $214.1 萬 | 0.3% | −3,701−10.9% | 減碼 | – |
| BEBloom Energy Corp | COM CL A | 15,707 | $212.8 萬 | 0.3% | +3,038+24.0% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 16,744 | $208.1 萬 | 0.3% | −936−5.3% | 減碼 | 歷史 |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 43,451 | $199.3 萬 | 0.3% | +3,969+10.1% | 加碼 | – |
| AXPAmerican Express Co | Stock | 6,499 | $196.6 萬 | 0.3% | −182−2.7% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 5,364 | $191.3 萬 | 0.3% | −968−15.3% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 24,317 | $188.7 萬 | 0.3% | −987−3.9% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 27,312 | $186.1 萬 | 0.3% | −160−0.6% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,154 | $182.2 萬 | 0.3% | +13+0.6% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 38,167 | $175.4 萬 | 0.2% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 12,125 | $175.1 萬 | 0.2% | −2,045−14.4% | 減碼 | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 34,856 | $174.4 萬 | 0.2% | +4,914+16.4% | 加碼 | – |
| ENSGEnsign Group, Inc | COM | 8,458 | $170.4 萬 | 0.2% | −200−2.3% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 21,033 | $167.4 萬 | 0.2% | −78−0.4% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,894 | $167.1 萬 | 0.2% | +205+1.5% | 加碼 | 歷史 |
| iShares Tr464287861 | EUROPE ETF | 24,547 | $166.8 萬 | 0.2% | −672−2.7% | 減碼 | – |
| RBLXRoblox Corp | Stock | 29,331 | $165.9 萬 | 0.2% | +51+0.2% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 30,027 | $162.3 萬 | 0.2% | −1,846−5.8% | 減碼 | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 44,931 | $159.2 萬 | 0.2% | +3,206+7.7% | 加碼 | 歷史 |
| Innovator ETFs Trust45784N809 | EQUI DEFI 1 NOVE | 59,888 | $159.0 萬 | 0.2% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 5,127 | $154.9 萬 | 0.2% | +357+7.5% | 加碼 | 歷史 |
| iShares Tr46435U218 | ESG MSCI LEADR | 13,525 | $153.6 萬 | 0.2% | +137+1.0% | 加碼 | – |
| VLOValero Energy Corp | Stock | 5,880 | $145.3 萬 | 0.2% | −513−8.0% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 28,800 | $144.6 萬 | 0.2% | −2,013−6.5% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,449 | $132.1 萬 | 0.2% | +119+2.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,806 | $129.1 萬 | 0.2% | −49−0.6% | 減碼 | 歷史 |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 120,939 | $125.8 萬 | 0.2% | +58,500+93.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 47,519 | $122.4 萬 | 0.2% | 00.0% | 不變 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 18,728 | $121.8 萬 | 0.2% | +121+0.7% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,583 | $119.6 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
2025 年第 4 季之後清倉（22 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Innovator ETFs Trust45783Y145 | INTL DEVELOPED | 23,021 | $65.5 萬 | 0.1% | – |
| BFZBlackRock California Municipal Income Trust | SH BEN INT | 56,298 | $60.5 萬 | 0.1% | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 10,624 | $42.1 萬 | 0.1% | – |
| ISRGIntuitive Surgical Inc | COM NEW | 648 | $36.7 萬 | 0.1% | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,955 | $34.5 萬 | <0.1% | – |
| ADBEAdobe Inc. | Stock | 974 | $34.1 萬 | <0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 423 | $28.0 萬 | <0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,744 | $26.2 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 4,500 | $25.5 萬 | <0.1% | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 1,331 | $24.7 萬 | <0.1% | 歷史 |
| THMInternational Tower Hill Mines Ltd | COM | 129,687 | $24.1 萬 | <0.1% | 歷史 |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 5,125 | $24.0 萬 | <0.1% | – |
| LPLALPL Financial Holdings Inc. | COM | 661 | $23.6 萬 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 3,480 | $22.8 萬 | <0.1% | 歷史 |
| FISVFiserv Inc | Stock | 3,331 | $22.4 萬 | <0.1% | 歷史 |
| APPAppLovin Corp | COM CL A | 325 | $21.9 萬 | <0.1% | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 6,666 | $21.7 萬 | <0.1% | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,418 | $20.8 萬 | <0.1% | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 708 | $20.4 萬 | <0.1% | – |
| NKENIKE, Inc. | Stock | 3,172 | $20.2 萬 | <0.1% | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 2,373 | $20.1 萬 | <0.1% | – |
| OGNOrganon & Co. | Stock | 11,538 | $8.27 萬 | <0.1% | 歷史 |