Cypress Capital Advisors, LLC
- SEC CIK
- 0001732949
- 最新申報
- 2026/7/28
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/28 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 80
- 較 2026 年第 1 季 +6
- 總值
- $2.43 億
- 較 2026 年第 1 季 +$5,886 萬 (+31.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BlackRock ETF Trust09290C749 | ISHARES GOVERNMENT MONEY | 424,326 | $4,257 萬 | 17.5% | +424,326 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 85,151 | $3,151 萬 | 13.0% | +1,431+1.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,771 | $1,556 萬 | 6.4% | +184+0.9% | 加碼 | – |
| SGOLabrdn Gold ETF Trust | ETF | 337,082 | $1,289 萬 | 5.3% | +8,785+2.7% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 49,467 | $1,078 萬 | 4.4% | +1,428+3.0% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 112,404 | $960.9 萬 | 3.9% | +2,199+2.0% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 196,670 | $928.3 萬 | 3.8% | +7,672+4.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,118 | $830.3 萬 | 3.4% | +258+2.4% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 79,821 | $803.6 萬 | 3.3% | −4,425−5.3% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 224,534 | $712.0 萬 | 2.9% | +3,740+1.7% | 加碼 | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 123,631 | $694.3 萬 | 2.9% | +8,629+7.5% | 加碼依 2 比 1 拆股換算 | – |
| AAPLApple Inc. | Stock | 21,565 | $624.0 萬 | 2.6% | −176−0.8% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 181,869 | $615.4 萬 | 2.5% | +3,695+2.1% | 加碼 | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 76,446 | $578.5 萬 | 2.4% | −6,059−7.3% | 減碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 62,087 | $569.0 萬 | 2.3% | −2,336−3.6% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 38,959 | $426.3 萬 | 1.8% | −1,387−3.4% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 17,597 | $416.4 萬 | 1.7% | +1,036+6.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 55,296 | $321.8 萬 | 1.3% | −1,977−3.5% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 38,341 | $188.9 萬 | 0.8% | −133−0.3% | 減碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 34,971 | $164.1 萬 | 0.7% | −812−2.3% | 減碼 | – |
| LRCXLam Research Corp | Stock | 3,756 | $162.8 萬 | 0.7% | −2,498−39.9% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,088 | $154.1 萬 | 0.6% | −204−2.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 4,136 | $147.8 萬 | 0.6% | −243−5.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,570 | $140.2 萬 | 0.6% | −302−5.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,693 | $132.0 萬 | 0.5% | −269−5.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,182 | $131.3 萬 | 0.5% | −3,809−25.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,402 | $128.5 萬 | 0.5% | −856−20.1% | 減碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 12,443 | $127.3 萬 | 0.5% | −387−3.0% | 減碼 | – |
| ETNEaton Corp plc | Stock | 2,900 | $123.6 萬 | 0.5% | −155−5.1% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 3,191 | $109.5 萬 | 0.4% | −161−4.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,433 | $108.4 萬 | 0.4% | −535−6.0% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 2,970 | $107.5 萬 | 0.4% | −171−5.4% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,037 | $97.9 萬 | 0.4% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 3,557 | $96.8 萬 | 0.4% | +3,557 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,711 | $95.6 萬 | 0.4% | −138−4.8% | 減碼 | 歷史 |
| KRKroger Co | Stock | 16,627 | $92.3 萬 | 0.4% | −881−5.0% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 16,630 | $89.2 萬 | 0.4% | −348−2.0% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,702 | $86.7 萬 | 0.4% | −105−5.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,865 | $85.7 萬 | 0.4% | −461−3.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,109 | $84.0 萬 | 0.3% | −171−5.2% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,212 | $83.9 萬 | 0.3% | −507−5.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 3,793 | $83.6 萬 | 0.3% | −205−5.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,656 | $82.9 萬 | 0.3% | −406−6.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 8,741 | $80.7 萬 | 0.3% | −268−3.0% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 1,104 | $77.6 萬 | 0.3% | +36+3.4% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 9,582 | $75.0 萬 | 0.3% | −633−6.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,277 | $72.1 萬 | 0.3% | −294−5.3% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,854 | $71.2 萬 | 0.3% | −1,689−30.5% | 減碼 | 歷史 |
| NTAPNetApp, Inc. | Stock | 4,497 | $69.6 萬 | 0.3% | −2,297−33.8% | 減碼 | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 6,878 | $67.1 萬 | 0.3% | +30.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,792 | $66.8 萬 | 0.3% | −76−4.1% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 6,825 | $62.6 萬 | 0.3% | −173−2.5% | 減碼 | 歷史 |
| TOLToll Brothers, Inc. | COM | 3,513 | $57.9 萬 | 0.2% | +3,513 | 新進 | 歷史 |
| Capital Group Core Equity Et14020V108 | SHS CREAT UNIT | 11,515 | $51.2 萬 | 0.2% | −1,151−9.1% | 減碼 | – |
| STXSeagate Technology Holdings plc | ORD SHS | 509 | $49.1 萬 | 0.2% | +509 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,272 | $48.3 萬 | 0.2% | +77+3.5% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 13,626 | $47.4 萬 | 0.2% | −449−3.2% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 19,125 | $47.0 萬 | 0.2% | −471−2.4% | 減碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 3,964 | $46.5 萬 | 0.2% | −106−2.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,077 | $45.3 萬 | 0.2% | −63−5.5% | 減碼 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 4,225 | $45.3 萬 | 0.2% | −110−2.5% | 減碼 | – |
| TWSTTwist Bioscience Corp | COM | 4,339 | $44.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 8,005 | $40.3 萬 | 0.2% | −398−4.7% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,087 | $39.2 萬 | 0.2% | −275−5.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 1,810 | $36.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,916 | $36.1 萬 | 0.1% | +79+1.6% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 827 | $30.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,244 | $26.1 萬 | 0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 374 | $25.7 萬 | 0.1% | −21−5.3% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 847 | $25.3 萬 | 0.1% | 00.0% | 不變 | – |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 1,481 | $25.3 萬 | 0.1% | +1,481 | 新進 | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 3,633 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| GILDGilead Sciences, Inc. | Stock | 1,988 | $25.1 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| SUSuncor Energy Inc | Stock | 4,638 | $24.9 萬 | 0.1% | +8+0.2% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,537 | $24.0 萬 | 0.1% | 00.0% | 不變 | – |
| GWWW.W. Grainger, Inc. | Stock | 166 | $22.6 萬 | 0.1% | +166 | 新進 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,880 | $22.1 萬 | 0.1% | +2,880 | 新進 | – |
| CVXChevron Corp | Stock | 1,263 | $20.9 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 2,289 | $20.1 萬 | 0.1% | +2,289 | 新進 | – |
| FOXAFox Corp | CL A COM | 3,851 | $20.1 萬 | 0.1% | +11+0.3% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。