Cypress Wealth Services, LLC

CIK 1721527 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$814.9M
#2.795 dari 9.443 berdasarkan nilai 13F · top 29.6%
Posisi
436
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +15.0% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
32,23%
Bobot 25 kepemilikan teratas
48,98%
Posisi di atas 1%
23
Jumlah posisi efektif
59,0

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 6,77% Perkiraan pembelian $90.580.502 · penjualan $51.549.245

Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 86,7% masih dipegang

Posisi baru
52
Meningkat
137
Menurun
179
Tertutup
13

Eksposur put-notional: 0,2% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish

Di halaman ini

Rincian sektor

Technology
11,6%
Communication Services
3,0%
Retail
2,4%
Healthcare
2,1%
Industrials
2,0%
Consumer Discretionary
1,6%
Financials
1,6%
Energy
1,4%
Financial Services
1,4%
Communications
0,5%
Consumer Staples
0,4%
Materials
0,4%
Logistics & Transportation
0,3%
Utilities
0,3%
Consumer products
0,2%
Telecommunication
0,2%
Real Estate
0,2%
N/A
0,0%
Lainnya/Tidak terpetakan
70,2%

Portofolio lengkap 436 posisi

Tipe Rentetan Tren 8 kuartal
SPYM $47.069.079 5,78% 535.606 $19.688.011 Naik ×1
AAPL Apple Inc. - Common Stock $47.044.426 5,77% 162.581 $5.282.905 Turun ×2
IVV $44.927.120 5,51% 59.992 $14.953.343 Naik ×2
DYNF $29.283.515 3,59% 430.577 $5.452.030 Naik ×1
IVW $20.332.429 2,49% 147.840 $4.034.279 Naik ×3
CORO iShares International Country Rotation Active ETF $18.671.087 2,29% 510.139 $6.424.009 Naik ×1
SCHZ $15.248.431 1,87% 659.249 $1.570.852 Naik ×3
IVE $15.123.816 1,86% 66.607 $-1.846.820 Turun ×2
SPY SPY $13.179.822 1,62% 17.649 $2.149.154 Naik ×1
BAI $11.761.358 1,44% 223.091 $2.958.930 Turun ×1
EFG $10.597.602 1,30% 85.176 $4.129.003 Naik ×2
MGK $10.348.657 1,27% 117.719 $1.500.979 Naik ×1
VOO $10.160.624 1,25% 14.794 $1.326.538 Naik ×5
GOOGL Alphabet Inc. - Class A Common Stock $9.861.681 1,21% 27.595 $1.506.558 Turun ×2
IUSB iShares Core Universal USD Bond ETF $9.808.384 1,20% 212.533 $2.104.530 Naik ×3
NVDA NVIDIA Corporation - Common Stock $9.799.505 1,20% 48.975 $1.262.324 Naik ×1
MSFT Microsoft Corporation - Common Stock $9.541.479 1,17% 25.579 $31.023 Turun ×1
ESGU iShares ESG Aware MSCI USA ETF $9.171.181 1,13% 56.035 $1.201.702 Turun ×3
QUAL $8.508.004 1,04% 38.773 $-6.604.535 Turun ×4
BLCR iShares Large Cap Core Active ETF $8.460.102 1,04% 167.959 $2.004.485 Naik ×1
OEF $8.451.593 1,04% 23.100 $1.610.233 Naik ×1
AMZN Amazon.com, Inc. - Common Stock $8.187.217 1,00% 34.351 $866.318 Turun ×2
VEA $8.129.588 1,00% 114.099 $1.688.453 Naik ×1
QQQ Invesco QQQ Trust, Series 1 $7.771.003 0,95% 10.553 $1.826.227 Naik ×1
GOOG Alphabet Inc. - Class C Capital Stock $7.685.323 0,94% 21.751 $1.423.439 Turun ×2
THRO $7.508.668 0,92% 174.175 $-1.324.355 Turun ×1
VO $7.226.053 0,89% 89.687 $733.861 Naik ×1
VYM $7.076.078 0,87% 44.777 $378.823 Turun ×2
IEMG $6.834.533 0,84% 82.503 $-880.927 Turun ×2
TSLA Tesla, Inc. - Common Stock $6.731.703 0,83% 16.005 $927.570 Naik ×6
EFV $6.673.915 0,82% 87.184 $-8.124.602 Turun ×4
VB $6.619.403 0,81% 21.838 $910.283 Naik ×1
JPM JP Morgan Chase & Co. Common Stock $5.929.578 0,73% 18.115 $524.818 Turun ×2
SPMO $5.822.428 0,71% 36.043 $618.557 Turun ×1
MBB iShares MBS ETF $5.804.837 0,71% 61.414 $407.636 Naik ×5
GOVT $5.552.124 0,68% 243.728 $350.913 Naik ×4
BRKB $5.495.783 0,67% 10.983 $76.989 Turun ×2
COST Costco Wholesale Corporation - Common Stock $5.353.348 0,66% 5.723 $-395.664 Turun ×1
SPEM $5.245.451 0,64% 101.303 $-1.177.811 Turun ×2
VIG $5.080.788 0,62% 21.472 $257.510 Turun ×2
BE Bloom Energy Corporation Class A Common Stock $5.007.801 0,61% 16.544 $2.879.660 Naik ×5
AVGO Broadcom Inc. - Common Stock $4.906.746 0,60% 12.989 $946.493 Naik ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $4.646.559 0,57% 56.220 $71.269 Naik ×4
IYW $4.643.458 0,57% 18.410 $1.294.533 Turun ×5
IALT iShares Systematic Alternatives Active ETF $4.452.489 0,55% 158.734 Naik ×1
MTUM $4.296.498 0,53% 12.532 $626.054 Turun ×1
PFF iShares Preferred and Income Securities ETF $4.281.057 0,53% 140.409 $-2.566 Turun ×2
SHLD $4.228.787 0,52% 70.822 $70.260 Naik ×3
MAR Marriott International - Class A Common Stock $3.622.168 0,44% 9.774 $422.713 Turun ×3
IVLU $3.580.954 0,44% 85.628 $45.847 Turun ×4
HYG $3.579.627 0,44% 44.762 $38.987 Naik ×1
CAT Caterpillar, Inc. Common Stock $3.230.234 0,40% 3.033 $1.058.072 Turun ×1
META Meta Platforms, Inc. - Class A Common Stock $3.125.258 0,38% 5.548 $11.605 Naik ×1
DFUV $3.079.988 0,38% 55.990 $252.664 Turun ×2
IDEF iShares Defense Industrials Active ETF $3.045.361 0,37% 95.826 $397.626 Naik ×1
MUB $2.914.903 0,36% 27.085 $-145.013 Turun ×1
DVY iShares Select Dividend ETF $2.895.606 0,36% 18.526 $60.669 Turun ×2
LLY Eli Lilly and Company Common Stock $2.873.389 0,35% 2.396 $650.997 Turun ×3
CSCO Cisco Systems, Inc. - Common Stock $2.853.761 0,35% 24.296 $967.018 Turun ×2
MU Micron Technology, Inc. - Common Stock $2.809.478 0,34% 2.434 $2.013.041 Naik ×4
UPS United Parcel Service, Inc. Common Stock $2.806.392 0,34% 26.106 $221.399 Turun ×1
SCHD $2.744.226 0,34% 86.541 $69.169 Turun ×6
JNJ Johnson & Johnson Common Stock $2.686.690 0,33% 10.579 $-268.618 Turun ×2
NVBU $2.674.201 0,33% 86.684 $-20.014 Turun ×1
CVX Chevron Corporation Common Stock $2.671.632 0,33% 16.117 $-724.548 Turun ×2
IAU $2.631.297 0,32% 34.847 $-373.460 Naik ×1
TLH $2.607.093 0,32% 25.980 $-696.019 Turun ×1
XOM Exxon Mobil Corporation Common Stock $2.585.475 0,32% 18.911 $-725.543 Turun ×2
RDVY First Trust Rising Dividend Achievers ETF $2.495.993 0,31% 30.792 $69.894 Turun ×1
DFAS $2.480.943 0,30% 30.130 $339.698 Naik ×1
VDC $2.443.091 0,30% 10.835 $-16.080 Turun ×6
BNDX Vanguard Total International Bond ETF $2.361.662 0,29% 48.764 $138.175 Naik ×5
XTEN $2.243.874 0,28% 49.229 $251.193 Naik ×2
AXP American Express Company Common Stock $2.201.080 0,27% 6.507 $235.315 Naik ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $2.173.079 0,27% 2.149 $350.799 Turun ×1
VWO $2.054.953 0,25% 34.427 $432.018 Naik ×1
IWB $2.011.103 0,25% 4.911 $98.584 Turun ×5
SHOP Shopify Inc. - Class A Subordinate Voting Shares $1.965.837 0,24% 17.217 $-176.084 Turun ×2
WMT Walmart Inc. - Common Stock $1.957.565 0,24% 17.284 $-123.431 Naik ×1
BINC $1.824.525 0,22% 34.859 $-1.243.564 Turun ×2
MRK Merck & Company, Inc. Common Stock (new) $1.765.394 0,22% 13.738 $94.080 Turun ×1
SUSL iShares ESG MSCI USA Leaders ETF $1.756.282 0,22% 13.229 $219.807 Turun ×1
V Visa Inc. $1.727.216 0,21% 5.034 $177.762 Turun ×1
IEV $1.716.856 0,21% 23.567 $49.133 Turun ×6
PSLV $1.712.522 0,21% 90.754 $-500.627 Naik ×6
TXN Texas Instruments Incorporated - Common Stock $1.703.380 0,21% 5.715 $681.410 Naik ×1
AMAT Applied Materials, Inc. - Common Stock $1.690.850 0,21% 2.339 $816.139 Turun ×2
WFC Wells Fargo & Company Common Stock $1.654.258 0,20% 20.018 $-20.209 Turun ×2
ZNOV $1.644.513 0,20% 59.888 $54.487
RBLX Roblox Corporation Class A Common Stock $1.598.446 0,20% 29.394 $-60.515 Naik ×2
GGOV $1.557.934 0,19% 30.979 Naik ×1
VLO Valero Energy Corporation Common Stock $1.532.885 0,19% 5.886 $80.159 Naik ×1
IGM $1.531.763 0,19% 9.364 $422.035
IBM International Business Machines Corporation Common Stock $1.521.448 0,19% 5.410 $200.632 Turun ×1
PJUL $1.490.218 0,18% 30.531 $-264.224 Turun ×1
SLV $1.441.070 0,18% 26.951 $-419.970 Turun ×4
PG Procter & Gamble Company (The) Common Stock $1.427.482 0,18% 9.735 $-323.848 Turun ×2
MUC Blackrock MuniHoldings California Quality Fund, Inc. Common Stock $1.368.354 0,17% 124.509 $110.590 Naik ×3
VGT $1.364.183 0,17% 11.414 $310.034 Naik ×1
IXN $1.361.580 0,17% 9.424 $411.865 Turun ×6

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
IVW $20.332.429 2,49% naik ×3
SCHZ $15.248.431 1,87% naik ×3
VOO $10.160.624 1,25% naik ×5
IUSB $9.808.384 1,20% naik ×3
TSLA $6.731.703 0,83% naik ×6
MBB $5.804.837 0,71% naik ×5
GOVT $5.552.124 0,68% naik ×4
BE $5.007.801 0,61% naik ×5
VCIT $4.646.559 0,57% naik ×4
SHLD $4.228.787 0,52% naik ×3
MU $2.809.478 0,34% naik ×4
BNDX $2.361.662 0,29% naik ×5
PSLV $1.712.522 0,21% naik ×6
MUC $1.368.354 0,17% naik ×3
SDOG $1.285.908 0,16% naik ×6

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
IALT $4.452.489 158.734 0,55%
GGOV $1.557.934 30.979 0,19%
DAPR $934.026 22.848 0,11%
SCMB $707.511 27.402 0,09%
DFUS $704.684 8.600 0,09%
ZMAY $697.549 26.863 0,09%
AAPL $636.592 2.200 0,08%
IEF $555.126 5.870 0,07%
IMAR $478.930 15.731 0,06%
COST $467.735 500 0,06%
STIP $465.134 4.553 0,06%
XAR $444.699 1.567 0,05%
STX $398.545 413 0,05%
Penerbit tidak dikenal (CUSIP: 84615Q103) $396.442 2.320 0,05%
SPY $373.385 500 0,05%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
SPYM Beli lebih banyak +178K +$19.7M
IVV Beli lebih banyak +14K +$15.0M
EFV Dipangkas -112K -$8.1M
QUAL Dipangkas -40K -$6.6M
CORO Beli lebih banyak +129K +$6.4M
DYNF Beli lebih banyak +21K +$5.5M
AAPL Dipangkas -2K +$5.3M
EFG Beli lebih banyak +27K +$4.1M
IVW Beli lebih banyak +4K +$4.0M
BAI Dipangkas -44K +$3.0M

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
IAGG 30 Juni 2026 34.856 $1.744.197 Tidak lagi dilacak
KJUL 30 Sep. 2025 50.154 $1.464.246 Tidak lagi dilacak
EJUL 30 Sep. 2025 49.367 $1.366.474 Tidak lagi dilacak
BSCP 31 Des. 2025 49.199 $1.017.927 Tidak lagi dilacak
IJAN 30 Sep. 2025 27.061 $925.646 Tidak lagi dilacak
EVM 30 Juni 2025 71.693 $664.594 Tidak lagi dilacak
IAUG 31 Maret 2026 23.021 $655.178 Tidak lagi dilacak
SBUX 30 Juni 2026 7.115 $637.442 3,1%
HON 30 Juni 2026 2.714 $613.432 -1,2%
BFZ 31 Maret 2026 56.298 $604.646 Tidak lagi dilacak
AHR 30 Juni 2025 19.239 $582.942 50,7%
MUC 30 Juni 2025 53.241 $570.216 2,9%
ILCV 30 Juni 2025 6.018 $490.166 Tidak lagi dilacak
TFI 30 Juni 2025 10.679 $481.303 Tidak lagi dilacak
CAVA 30 Sep. 2025 5.420 $456.527 19,2%
AUGU 31 Maret 2025 17.073 $447.077 Tidak lagi dilacak
SEPU 31 Maret 2025 17.181 $442.760 Tidak lagi dilacak
DFAC 31 Maret 2026 10.624 $420.607 Tidak lagi dilacak
BALL 30 Juni 2026 6.596 $389.878 0,5%
GBF 31 Des. 2025 3.576 $376.751 Tidak lagi dilacak
QMMY 31 Maret 2025 17.273 $373.446 Tidak lagi dilacak
STIP 31 Des. 2025 3.562 $368.168 Tidak lagi dilacak
ISRG 31 Maret 2026 648 $367.001 -14,3%
TLT 31 Maret 2026 3.955 $344.718
NKX 30 Juni 2025 27.310 $343.827 3,2%
ADBE 31 Maret 2026 974 $340.890 12,7%
VNOMXXXX 30 Sep. 2025 8.696 $331.578 Tidak lagi dilacak
HEZU 30 Juni 2025 8.169 $318.346 Tidak lagi dilacak
HYDB 30 Juni 2025 6.687 $314.891 Tidak lagi dilacak
ELV 31 Des. 2025 972 $314.200 12,6%
PFEB 30 Juni 2025 8.704 $311.777 Tidak lagi dilacak
YJUN 30 Juni 2025 13.555 $307.427 Tidak lagi dilacak
ABT 30 Juni 2026 2.867 $294.402 26,6%
NJUL 30 Juni 2025 4.865 $292.030 Tidak lagi dilacak
KOCT 30 Sep. 2025 9.480 $289.140 Tidak lagi dilacak
IYE 30 Juni 2025 5.787 $285.291 Tidak lagi dilacak
INTU 31 Maret 2026 423 $280.472 -16,3%
LIN 30 Juni 2026 530 $262.700 -6,1%
BSX 31 Maret 2026 2.744 $261.640 -18,0%
COIN 30 Sep. 2025 745 $261.115 -49,5%
FFEB 31 Maret 2026 4.500 $254.790 Tidak lagi dilacak
ICVT 30 Juni 2026 2.502 $254.679 Tidak lagi dilacak
MRVL 31 Maret 2025 2.266 $250.310 295,1%
IXC 31 Maret 2025 6.528 $249.245 Tidak lagi dilacak
CRWV 31 Des. 2025 1.813 $248.109 28,2%
CRM 31 Maret 2025 741 $247.788 -23,4%
CHKP 31 Maret 2026 1.331 $246.980 -7,1%
KMX 30 Sep. 2025 3.662 $246.123 34,0%
THM 31 Maret 2026 129.687 $241.218 Tidak lagi dilacak
BJUN 31 Maret 2026 5.125 $239.543 Tidak lagi dilacak
LPLA 31 Maret 2026 661 $236.105 18,8%
EIX 31 Des. 2025 4.263 $235.666 24,2%
HEFA 30 Sep. 2025 6.145 $233.246 Tidak lagi dilacak
KJAN 30 Juni 2025 6.511 $232.703 Tidak lagi dilacak
ULXXXX 31 Des. 2025 3.913 $231.948 Tidak lagi dilacak
ESGE 31 Maret 2025 6.844 $228.521
FLOT 30 Juni 2025 4.475 $228.449 Tidak lagi dilacak
UL 31 Maret 2026 3.480 $227.592 11,7%
ETN 31 Des. 2025 607 $227.170 30,8%
FISV 31 Maret 2026 3.331 $223.743 -8,0%
APP 31 Maret 2026 325 $218.992 -20,5%
FETH 31 Des. 2025 5.263 $218.678 Tidak lagi dilacak
SCHB 31 Maret 2025 9.595 $217.817 Tidak lagi dilacak
SCHG 31 Maret 2026 6.666 $217.445 Tidak lagi dilacak
FXL 31 Maret 2025 1.456 $216.289 Tidak lagi dilacak
MLM 31 Maret 2025 414 $213.845 10,2%
NVO 30 Sep. 2025 3.093 $213.479 -16,2%
AR 30 Juni 2026 5.014 $212.794 7,8%
ADSK 30 Juni 2026 876 $209.714 30,4%
MRVL 31 Des. 2025 2.491 $209.460 186,2%
FBTC 31 Des. 2025 2.095 $209.102 Tidak lagi dilacak
PSTG 31 Des. 2025 2.491 $208.771 Tidak lagi dilacak
BABA 31 Maret 2026 1.418 $207.850 -0,1%
NEE 30 Juni 2026 2.223 $206.508 -2,3%
BITB 31 Des. 2025 3.313 $206.135 Tidak lagi dilacak
PGR 31 Des. 2025 832 $205.498 -3,5%
DFAT 31 Maret 2025 3.685 $205.102 Tidak lagi dilacak
IBDQ 31 Maret 2025 8.183 $204.984 Tidak lagi dilacak
TXRH 30 Sep. 2025 1.091 $204.466 21,7%
VHT 31 Maret 2026 708 $203.735 Tidak lagi dilacak
AR 30 Sep. 2025 5.030 $202.608 12,9%
NKE 31 Maret 2026 3.172 $202.075 -23,2%
EPD 30 Juni 2025 5.892 $201.167 23,7%
W 30 Juni 2026 2.673 $201.036 16,2%
VHT 30 Sep. 2025 809 $200.902 Tidak lagi dilacak
MDYV 31 Maret 2026 2.373 $200.874 Tidak lagi dilacak
SG 30 Sep. 2025 12.024 $178.917 -16,7%
FFWM 30 Juni 2026 16.283 $96.070 Tidak lagi dilacak
OGN 31 Maret 2026 11.538 $82.724 129,3%
BITF 30 Juni 2026 23.750 $46.313 Tidak lagi dilacak
LCIDXXXX 30 Sep. 2025 15.253 $32.184 Tidak lagi dilacak