Cypress Capital Advisors, LLC
- SEC CIK
- 0001732949
- 最新申報
- 2026/7/28
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/27 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 72
- 較 2025 年第 1 季 −2
- 總值
- $1.60 億
- 較 2025 年第 1 季 +$1,596 萬 (+11.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 74,635 | $2,268 萬 | 14.2% | +8,848+13.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,405 | $1,267 萬 | 7.9% | +3,067+17.7% | 加碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 341,012 | $1,076 萬 | 6.7% | +51,350+17.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,290 | $944.7 萬 | 5.9% | −417−2.7% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 116,824 | $807.1 萬 | 5.0% | +35,625+43.9% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 139,787 | $703.3 萬 | 4.4% | +12,316+9.7% | 加碼 | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 92,646 | $699.9 萬 | 4.4% | +92,646 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 248,828 | $659.4 萬 | 4.1% | +45,591+22.4% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 147,851 | $601.0 萬 | 3.8% | +24,487+19.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 23,934 | $491.0 萬 | 3.1% | −87−0.4% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 166,585 | $486.6 萬 | 3.0% | +48,052+40.5% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 42,867 | $471.7 萬 | 3.0% | −1,188−2.7% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 45,500 | $417.4 萬 | 2.6% | −68,303−60.0% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 61,650 | $362.4 萬 | 2.3% | −2,952−4.6% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,744 | $295.9 萬 | 1.9% | +2,876+20.7% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 25,521 | $257.0 萬 | 1.6% | +178+0.7% | 加碼 | – |
| iShares Tr46434V860 | TRS FLT RT BD | 39,064 | $197.9 萬 | 1.2% | −62,654−61.6% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 44,982 | $177.6 萬 | 1.1% | −1,663−3.6% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 5,598 | $154.3 萬 | 1.0% | +162+3.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,110 | $150.6 萬 | 0.9% | +180+3.7% | 加碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 37,242 | $141.4 萬 | 0.9% | −395−1.0% | 減碼 | – |
| VVisa Inc. | Stock | 3,977 | $141.2 萬 | 0.9% | +64+1.6% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 3,754 | $134.0 萬 | 0.8% | +143+4.0% | 加碼 | 歷史 |
| KRKroger Co | Stock | 18,122 | $130.0 萬 | 0.8% | −107−0.6% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,584 | $116.1 萬 | 0.7% | +180+4.1% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 6,127 | $113.7 萬 | 0.7% | −36−0.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,065 | $112.4 萬 | 0.7% | +36+1.2% | 加碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 9,834 | $104.8 萬 | 0.7% | +5,542+129.1% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,470 | $103.1 萬 | 0.6% | +29+0.5% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,435 | $100.4 萬 | 0.6% | −6−0.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,108 | $97.3 萬 | 0.6% | +23+0.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,416 | $95.4 萬 | 0.6% | +34+1.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,410 | $95.3 萬 | 0.6% | −18−0.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 10,897 | $95.0 萬 | 0.6% | +3,919+56.2% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 4,280 | $95.0 萬 | 0.6% | +4+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,873 | $93.2 萬 | 0.6% | +57+3.1% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,986 | $92.0 萬 | 0.6% | −19−0.9% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,258 | $90.4 萬 | 0.6% | +280+1.6% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 9,768 | $89.5 萬 | 0.6% | +8+0.1% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 17,882 | $82.8 萬 | 0.5% | +37+0.2% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 23,043 | $82.2 萬 | 0.5% | −404−1.7% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 8,384 | $81.6 萬 | 0.5% | +374+4.7% | 加碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 15,587 | $80.8 萬 | 0.5% | −66−0.4% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,979 | $77.3 萬 | 0.5% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 9,599 | $76.0 萬 | 0.5% | −95−1.0% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 7,463 | $67.8 萬 | 0.4% | +365+5.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,274 | $67.6 萬 | 0.4% | +314+5.3% | 加碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 7,636 | $63.7 萬 | 0.4% | −457−5.6% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 8,997 | $55.8 萬 | 0.3% | +13+0.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,350 | $52.9 萬 | 0.3% | +77+2.4% | 加碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 913 | $51.7 萬 | 0.3% | +82+9.9% | 加碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 4,335 | $47.0 萬 | 0.3% | +179+4.3% | 加碼 | – |
| LENLennar Corp | CL A | 4,203 | $46.5 萬 | 0.3% | +252+6.4% | 加碼 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 12,280 | $45.4 萬 | 0.3% | −4,649−27.5% | 減碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,035 | $44.2 萬 | 0.3% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,659 | $36.4 萬 | 0.2% | −35−2.1% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,145 | $36.4 萬 | 0.2% | −7−0.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,856 | $33.7 萬 | 0.2% | +176+10.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 385 | $28.4 萬 | 0.2% | +385 | 新進 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,690 | $27.2 萬 | 0.2% | +293+8.6% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 3,903 | $27.1 萬 | 0.2% | +3,903 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 847 | $25.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 445 | $25.3 萬 | 0.2% | +50+12.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,171 | $23.7 萬 | 0.1% | −14−0.6% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 811 | $22.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 3,638 | $22.4 萬 | 0.1% | −1,032−22.1% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 847 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,860 | $20.8 萬 | 0.1% | −708−19.8% | 減碼 | – |
| TWSTTwist Bioscience Corp | COM | 5,550 | $20.4 萬 | 0.1% | −27−0.5% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,537 | $20.4 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,333 | $20.0 萬 | 0.1% | +1,333 | 新進 | – |
| GILDGilead Sciences, Inc. | Stock | 1,806 | $20.0 萬 | 0.1% | +1,806 | 新進 | 歷史 |
2025 年第 1 季之後清倉（7 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IBITiShares Bitcoin Trust ETF | ETF | 21,280 | $99.6 萬 | 0.7% | 歷史 |
| AMEDAmedisys Inc | COM | 9,674 | $89.6 萬 | 0.6% | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,724 | $83.6 萬 | 0.6% | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 5,121 | $41.8 萬 | 0.3% | – |
| GBXGreenbrier Companies Inc | Stock | 5,018 | $25.7 萬 | 0.2% | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 2,468 | $22.0 萬 | 0.2% | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 4,102 | $20.5 萬 | 0.1% | – |