Cypress Wealth Advisors LLC — Q4 2016 13F 持股

Name: Cypress Wealth Advisors LLC — 13F Holdings, Q4 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001461564

申报总市值

US$8739.4万

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本季完整持股清单

仅显示前 200 大持股（共 208 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VIG	Vanguard Dividend Apprec ETF	ETF-其他	7.14%	-1.88%	+2.91%
2	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	4.89%	—	-12.53%
3	EEM	Ishares Msci Emerging Market	ETF-新兴市场	4.88%	—	—
4	GAP	Gap Inc/the	股票-周期性消费	3.46%	—	-3.18%
5	META	Meta Platforms Inc-class A	股票-通信服务	3.42%	+0.23%	-6.28%
6	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	3.10%	—	-41.96%
7	VNQ	Vanguard Real Estate ETF	ETF-其他	2.55%	—	+6.95%
8	CSM	Proshares Large Cap Core Plu	ETF-大型股与成长	2.12%	—	+13.41%
9	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.91%	—	+0.72%
10	VGI	Virtus Global Multi-sector	股票-其他	1.82%	—	+455.37%
11	VGT	Vanguard Info Tech ETF	ETF-科技型	1.79%	-0.22%	+46.55%
12	AAPL	Apple INC	股票-科技	1.71%	-0.16%	-2.08%
13	JNJ	Johnson & Johnson	股票-医疗保健	1.59%	—	-3.51%
14	MSFT	Microsoft CORP	股票-科技	1.57%	—	+1.24%
15	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	1.46%	—	+11.35%
16	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	1.38%	—	+0.01%
17	PM	Philip Morris International	股票-非周期性消费	1.36%	+0.24%	-1.93%
18	CVX	Chevron CORP	股票-能源	1.22%	-0.08%	+2.76%
19	MO	Altria Group INC	股票-非周期性消费	1.16%	-0.12%	+3.41%
20	IWM	Ishares Russell 2000 ETF	ETF-中小型股	1.07%	—	—
21	TRGP	Targa Resources CORP	股票-能源	1.04%	-0.98%	-0.74%
22	WMB	Williams Cos INC	股票-能源	1.03%	-0.46%	-0.09%
23	MMM	3m Co	股票-工业	1.01%	-0.18%	+0.34%
24	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	0.94%	—	-5.97%
25	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.94%	-0.50%	+5.35%
26	ET	Energy Transfer LP	股票-能源	0.92%	-0.60%	-0.19%
27	PFE	Pfizer INC	股票-医疗保健	0.92%	-0.64%	-8.36%
28	XOM	Exxon Mobil CORP	股票-能源	0.90%	—	+6.11%
29	PEP	Pepsico INC	股票-非周期性消费	0.84%	—	-0.10%
30	UNH	Unitedhealth Group INC	股票-医疗保健	0.83%	—	+2.45%
31	MRK	Merck & Co. INC.	股票-医疗保健	0.75%	—	+0.64%
32	0E41	Enlink Midstream LLC	股票-其他	0.73%	+1.85%	-0.47%
33	AEP	American Electric Power Company, Inc.	股票-公用事业	0.71%	+0.07%	+18.72%
34	INTC	Intel CORP	股票-科技	0.68%	—	-1.25%
35	ORCL	Oracle CORP	股票-科技	0.68%	+0.25%	NEW
36	CSCO	Cisco Systems INC	股票-科技	0.66%	—	+0.77%
37	DIS	Walt Disney Co/the	股票-通信服务	0.63%	—	+3.99%
38	EPD	Enterprise Products Partners	股票-能源	0.62%	-0.34%	+0.60%
39	SEMGUSD	Semgroup Corp-class A	股票-其他	0.61%	—	-0.16%
40	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.60%	—	—
41	AMZN	Amazon.com INC	股票-周期性消费	0.60%	-0.37%	+2.29%
42	✓	Google INC Class C	股票-其他	0.57%	-0.29%	EXIT
43	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	0.57%	—	+24.80%
44	PG	Procter & Gamble Co/the	股票-非周期性消费	0.57%	-0.30%	EXIT
45	PAA	Plains All American Pipeline, L.P.	股票-能源	0.56%	-0.03%	-62.67%
46	GEL	Genesis Energy L.p.	股票-其他	0.55%	+0.77%	+0.75%
47	WES	Western Midstream Partners, LP	股票-能源	0.55%	-1.89%	EXIT
48	GOOG	Alphabet A	股票-通信服务	0.55%	—	+4.95%
49	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.54%	-0.28%	EXIT
50	SHLXUSD	Shell Midstream Partners LP	股票-其他	0.53%	+1.12%	NEW

1–50 of 200

本季持股变动

Cypress Wealth Advisors LLC 于截至 Q4 2016 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	VGI	Virtus Global Multi-sector	+1.5%	+455.37%	加仓
2	VGT	Vanguard Info Tech ETF	+0.6%	+46.55%	加仓
3	VIG	Vanguard Dividend Apprec ETF	+0.4%	+2.91%	加仓
4	CSM	Proshares Large Cap Core Plu	+0.4%	+13.41%	加仓
5	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.2%	+11.35%	加仓
6	CVX	Chevron CORP	+0.2%	+2.76%	加仓
7	AEP	American Electric Power Company, Inc.	+0.2%	+18.72%	加仓
8	MSFT	Microsoft CORP	+0.2%	+1.24%	加仓
9	TRGP	Targa Resources CORP	+0.1%	-0.74%	减仓
10	UNH	Unitedhealth Group INC	+0.1%	+2.45%	加仓
11	ET	Energy Transfer LP	+0.1%	-0.19%	减仓
12	MO	Altria Group INC	+0.1%	+3.41%	加仓
13	BMY	Bristol-myers Squibb Co	+0.1%	+5.35%	加仓
14	WFC	Wells Fargo & Co	+0.1%	+3.87%	加仓
15	JNJ	Johnson & Johnson	-0.1%	-3.51%	减仓
16	PM	Philip Morris International	-0.1%	-1.93%	减仓
17	PFE	Pfizer INC	-0.1%	-8.36%	减仓
18	SUN	Sunoco LP	-0.1%	-12.12%	减仓
19	✓	Shire PLC	-0.2%	-54.27%	减仓
20	EEM	Ishares Msci Emerging Market	-0.3%	—	不变
21	EFA	Ishares Msci Eafe ETF	-0.3%	-57.42%	减仓
22	EFAV	Ishares Msci Eafe Min Vol Fa	-0.4%	-61.19%	减仓
23	META	Meta Platforms Inc-class A	-0.6%	-6.28%	减仓
24	IGSB	Ishares 1-5y Inv Grade CORP	-0.7%	-12.53%	减仓
25	IEFA	Ishares Core Msci Eafe ETF	-0.7%	-73.86%	减仓
26	TOTL	Ss Doubleline Tr Tact ETF	-2.4%	-41.96%	减仓
27	✓	Linkedin CORP	—	EXIT	清仓
28	D	Dominion Energy, Inc.	—	NEW	新建仓
29	BAC	Bank Of America CORP	—	NEW	新建仓
30	TIP	Ishares Tips Bond ETF	—	NEW	新建仓
31	VHT	Vanguard Health Care ETF	—	NEW	新建仓
32	SCHD	Schwab US Dvd Equity ETF	—	EXIT	清仓
33	✓		—	EXIT	清仓
34	BA	Boeing Co/the	—	NEW	新建仓
35	COR	Cencora INC	—	EXIT	清仓
36	RWX	State Street Spdr Dow Jones	—	EXIT	清仓
37	COP	Conocophillips	—	NEW	新建仓
38	UMBF	Umb Financial CORP	—	NEW	新建仓
39	ICUI	Icu Medical INC	—	NEW	新建仓
40	NWL	Newell Brands INC	—	EXIT	清仓
41	MET	Metlife INC	—	NEW	新建仓
42	ERIC	Ericsson (lm) Tel-sp Adr	—	EXIT	清仓
43	USB	US Bancorp	—	NEW	新建仓
44	✓		—	EXIT	清仓
45	✓	Randgold Resources Ltd-adr	—	EXIT	清仓
46	✓		—	NEW	新建仓
47	PSX	Phillips 66	—	NEW	新建仓
48	✓	Dst Sys INC Del Com	—	EXIT	清仓
49	CL	Colgate-palmolive Co	—	EXIT	清仓
50	BKR	Baker Hughes Company	—	NEW	新建仓