Cypress Advisory Group LLC
- SEC CIK
- 0002056766
- 最新申報
- 2026/7/17
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/11 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 67
- 較 2025 年第 1 季 +6
- 總值
- $1.29 億
- 較 2025 年第 1 季 +$1,925 萬 (+17.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 210,532 | $2,325 萬 | 18.0% | −15,824−7.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 15,818 | $786.8 萬 | 6.1% | −167−1.0% | 減碼 | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 82,455 | $756.4 萬 | 5.9% | +82,455 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,602 | $563.6 萬 | 4.4% | −25−0.2% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 34,612 | $427.4 萬 | 3.3% | −825−2.3% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 27,103 | $345.8 萬 | 2.7% | −35−0.1% | 減碼 | 歷史 |
| ALLEAllegion plc | ORD SHS | 21,977 | $316.7 萬 | 2.5% | +4,085+22.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 8,720 | $309.6 萬 | 2.4% | −190−2.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,547 | $303.2 萬 | 2.4% | −165−2.5% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 10,060 | $300.7 萬 | 2.3% | +2,786+38.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 13,908 | $285.4 萬 | 2.2% | −28−0.2% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 8,700 | $284.9 萬 | 2.2% | −70−0.8% | 減碼 | 歷史 |
| HSYHershey Co | COM | 15,095 | $250.5 萬 | 1.9% | +334+2.3% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 13,550 | $233.6 萬 | 1.8% | +2,765+25.6% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 6,436 | $213.8 萬 | 1.7% | +1,500+30.4% | 加碼 | 歷史 |
| AMEAmetek Inc | COM | 11,360 | $205.6 萬 | 1.6% | +3,235+39.8% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 23,380 | $193.7 萬 | 1.5% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 26,580 | $184.4 萬 | 1.4% | −340−1.3% | 減碼 | 歷史 |
| WRBBerkley W R Corp | COM | 24,910 | $183.0 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,310 | $181.7 萬 | 1.4% | −30−0.3% | 減碼 | 歷史 |
| SAPSAP SE | ADR | 5,718 | $173.9 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| APHAmphenol Corp | CL A | 17,280 | $170.6 萬 | 1.3% | +6,620+62.1% | 加碼 | 歷史 |
| CICigna Group | Stock | 5,147 | $170.1 萬 | 1.3% | −10−0.2% | 減碼 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 7,667 | $169.6 萬 | 1.3% | −15−0.2% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 3,264 | $163.2 萬 | 1.3% | −500−13.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 2,775 | $155.9 萬 | 1.2% | +597+27.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,757 | $148.2 萬 | 1.2% | −160−2.3% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 3,375 | $141.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ELVElevance Health, Inc. | Stock | 3,489 | $135.7 萬 | 1.1% | −28−0.8% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 3,400 | $131.5 萬 | 1.0% | +1,570+85.8% | 加碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 10,780 | $127.2 萬 | 1.0% | +4,175+63.2% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 2,619 | $122.5 萬 | 1.0% | −220−7.7% | 減碼 | 歷史 |
| NDSNNordson Corp | COM | 5,692 | $122.0 萬 | 0.9% | +2,685+89.3% | 加碼 | 歷史 |
| WSTWest Pharmaceutical Services Inc | COM | 5,526 | $120.9 萬 | 0.9% | +2,041+58.6% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 2,240 | $120.1 萬 | 0.9% | +1,190+113.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 16,354 | $116.2 萬 | 0.9% | +3,000+22.5% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,610 | $112.5 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 5,505 | $108.7 萬 | 0.8% | +2,510+83.8% | 加碼 | 歷史 |
| AOSSmith A O Corp | COM | 16,400 | $107.5 萬 | 0.8% | +5,700+53.3% | 加碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 809 | $95.0 萬 | 0.7% | +809 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 3,207 | $93.5 萬 | 0.7% | −46−1.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,974 | $92.8 萬 | 0.7% | −410−12.1% | 減碼 | 歷史 |
| WATWaters Corp | COM | 2,642 | $92.2 萬 | 0.7% | −10−0.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 885 | $87.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 8,950 | $87.5 萬 | 0.7% | −50−0.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,970 | $79.9 萬 | 0.6% | +1,333+209.3% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 5,093 | $77.8 萬 | 0.6% | −187−3.5% | 減碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 2,047 | $76.4 萬 | 0.6% | +2,047 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,769 | $75.5 萬 | 0.6% | +2,000+260.1% | 加碼 | 歷史 |
| TELTE Connectivity plc | Stock | 4,445 | $75.0 萬 | 0.6% | +4,445 | 新進 | 歷史 |
| IEXIdex Corp | COM | 4,088 | $71.8 萬 | 0.6% | +4,088 | 新進 | 歷史 |
| ICLRIcon PLC | COM | 4,430 | $64.4 萬 | 0.5% | +590+15.4% | 加碼 | 歷史 |
| FTVFortive Corp | Stock | 11,795 | $61.5 萬 | 0.5% | −25−0.2% | 減碼 | 歷史 |
| CPRTCopart Inc | COM | 12,295 | $60.3 萬 | 0.5% | +8,295+207.4% | 加碼 | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 3,350 | $54.9 萬 | 0.4% | −20−0.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,770 | $49.1 萬 | 0.4% | −160−5.5% | 減碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 1,820 | $41.3 萬 | 0.3% | −895−33.0% | 減碼 | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 12,875 | $40.6 萬 | 0.3% | −300−2.3% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 3,000 | $32.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| VRSNVerisign Inc | COM | 1,035 | $29.9 萬 | 0.2% | −18−1.7% | 減碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 3,030 | $29.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 2,850 | $28.2 萬 | 0.2% | −50−1.7% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,275 | $27.9 萬 | 0.2% | −2,000−61.1% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 775 | $24.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GGGGraco Inc | COM | 2,705 | $23.3 萬 | 0.2% | +2,705 | 新進 | 歷史 |
| NVONovo Nordisk A S | ADR | 3,300 | $22.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RALRalliant Corp | Stock | 3,929 | $20.8 萬 | 0.2% | +3,929 | 新進 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。