CC

Cypress Capital Group

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$8.9億

申報季度: 2026-03-31 · 持股檔數: 284

Cypress Capital Group在最新一期 13F 報告中揭露了 284 項持股，申報期為 2026-03-31，總持股市值約為 US$8.9億，季度換手率為 18.6%。

機構性格雪花圖

集中度
6.78
持倉穩定性
18.63
動能／逆勢
100
產業集中度
43.98
多樣化
100
倉位均衡度
82.17

近期動向

  • 減碼 MSFT

    -2.4%　-US$1037.8萬

  • 減碼 LLY

    -4.0%　-US$936.4萬

  • 加碼 XOM

    -0.6%　US$617.3萬

  • 減碼 AAPL

    -5.3%　-US$638.0萬

  • 減碼 V

    -3.6%　-US$399.4萬

  • 減碼 SLV

    -26.3%　-US$325.5萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

僅顯示前 246 大持股（共 284 檔）

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1AAPLApple INC股票-科技5.45%-0.70%-5.34%
2LLYEli Lilly & Co股票-醫療保健4.85%-1.03%-4.02%
3MSFTMicrosoft CORP股票-科技3.45%-1.15%-2.39%
4ABBVAbbvie INC股票-醫療保健2.70%-0.18%-1.93%
5IAUIshares Gold TrustETF-避險與商品2.70%+0.20%-0.89%
6XOMExxon Mobil CORP股票-能源2.43%+0.71%-0.62%
7IVVIshares Core S&p 500 ETFETF-大型股與成長2.41%-0.15%-1.63%
8JPMJpmorgan Chase & Co股票-金融2.38%-0.26%-1.56%
9NVDANvidia CORP股票-科技2.30%-0.20%-2.31%
10JNJJohnson & Johnson股票-醫療保健2.23%+0.28%-3.58%
11VVisa Inc-class A Shares股票-金融2.20%-0.44%-3.64%
12BRK-BBerkshire Hathaway Inc-cl B股票-其他2.18%-0.09%+0.39%
13WMTWalmart INC股票-非循環性消費1.96%+0.16%-2.35%
14AVGOBroadcom INC股票-科技1.93%-0.29%-3.28%
15LMTLockheed Martin CORP股票-工業1.86%+0.34%-2.27%
16AMZNAmazon.com INC股票-循環性消費1.82%-0.21%-1.01%
17TJXTjx Companies INC股票-循環性消費1.62%—-5.03%
18SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長1.57%—-0.49%
19QQQInvesco Qqq Trust Series 1ETF-科技型1.48%—+0.60%
20GOOGLAlphabet Inc-cl A股票-通訊服務1.46%-0.18%-3.31%
21GOOGAlphabet Inc-cl C股票-通訊服務1.35%-0.13%-0.62%
22SLVIshares Silver TrustETF-避險與商品1.29%-0.36%-26.31%
23CMECme Group INC股票-金融1.22%—-1.57%
24PSXPhillips 66股票-能源1.18%+0.34%-0.65%
25PMPhilip Morris International股票-非循環性消費1.07%—+1.22%
26TSMTaiwan Semiconductor-sp Adr股票-科技1.02%—-11.13%
27CVXChevron CORP股票-能源0.99%+0.29%+3.79%
28MAMastercard INC - A股票-金融0.98%-0.22%-6.96%
29COSTCostco Wholesale CORP股票-非循環性消費0.90%+0.11%-0.87%
30MMM3m Co股票-工業0.88%—+5.42%
31BLKBlackrock INC股票-金融0.87%-0.10%+0.10%
32RTXRtx CORP股票-工業0.87%—+3.02%
33MCDMcdonald's CORP股票-循環性消費0.86%—-2.62%
34LRCXLam Research CORP股票-科技0.83%+0.16%-0.99%
35HDHome Depot INC股票-循環性消費0.82%—-1.99%
36MRKMerck & Co. INC.股票-醫療保健0.79%+0.11%+1.19%
37GILDGilead Sciences INC股票-醫療保健0.76%+0.09%-0.33%
38ABTAbbott Laboratories股票-醫療保健0.76%-0.33%-15.71%
39CSCOCisco Systems INC股票-科技0.71%—+2.55%
40NEMNewmont CORP股票-原物料0.70%—+1.12%
41AMGNAmgen INC股票-醫療保健0.70%—+4.48%
42USBUS Bancorp股票-金融0.69%+0.69%NEW
43EWZIshares Msci Brazil ETFETF-其他0.64%+0.15%+6.29%
44CNQCanadian Natural Resources股票-能源0.59%+0.22%+11.24%
45VLOValero Energy CORP股票-能源0.58%+0.24%+11.65%
46ASMLASML Holding N.V.股票-科技0.56%+0.12%+2.20%
47MOAltria Group INC股票-非循環性消費0.56%—+3.09%
48METAMeta Platforms Inc-class A股票-通訊服務0.56%-0.12%-6.00%
49LOWLowe's Cos INC股票-循環性消費0.55%—-1.88%
50BMYBristol-myers Squibb Co股票-醫療保健0.54%—+4.82%
1–50 of 246

本季持股變動

Cypress Capital Group 在 2026-03-31 最顯著的持倉異動： 新建倉: US Bancorp (USB); 新建倉: Vaneck Junior Gold Miners (GDXJ); 新建倉: Reynolds Consumer Products I (REYN); 新建倉: Mosaic Co/the (MOS); 減碼: Microsoft CORP (MSFT) — 股數 -2.39%.

Cypress Capital Group 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1XOMExxon Mobil CORP+0.7%-0.62%減碼
2PSXPhillips 66+0.3%-0.65%減碼
3LMTLockheed Martin CORP+0.3%-2.27%減碼
4CVXChevron CORP+0.3%+3.79%加碼
5OKEOneok INC+0.3%+721.78%加碼
6JNJJohnson & Johnson+0.3%-3.58%減碼
7EWYIshares Msci South Korea ETF+0.3%+235.63%加碼
8VLOValero Energy CORP+0.2%+11.65%加碼
9CNQCanadian Natural Resources+0.2%+11.24%加碼
10BINCIshares Flex I A Etf-usd INC+0.2%+78.88%加碼
11IAUIshares Gold Trust+0.2%-0.89%減碼
12USFRWisdomtree Floating Rate Tre+0.2%+648.76%加碼
13WMTWalmart INC+0.2%-2.35%減碼
14LRCXLam Research CORP+0.2%-0.99%減碼
15EWZIshares Msci Brazil ETF+0.2%+6.29%加碼
16ASMLASML Holding N.V.+0.1%+2.20%加碼
17COSTCostco Wholesale CORP+0.1%-0.87%減碼
18KMIKinder Morgan INC+0.1%+21.56%加碼
19MRKMerck & Co. INC.+0.1%+1.19%加碼
20COPXGlobal X Copper Miners ETF+0.1%+24.49%加碼
21AGGIshares Core U.s. Aggregate+0.1%+32.88%加碼
22XLESs Energy Select Sector+0.1%+25.77%加碼
23GILDGilead Sciences INC+0.1%-0.33%減碼
24BRK-BBerkshire Hathaway Inc-cl B-0.1%+0.39%加碼
25BLKBlackrock INC-0.1%+0.10%加碼
26ACNAccenture plc-0.1%-12.78%減碼
27METAMeta Platforms Inc-class A-0.1%-6.00%減碼
28GOOGAlphabet Inc-cl C-0.1%-0.62%減碼
29PAYXPaychex INC-0.1%-12.03%減碼
30IVVIshares Core S&p 500 ETF-0.2%-1.63%減碼
31ABBVAbbvie INC-0.2%-1.93%減碼
32GOOGLAlphabet Inc-cl A-0.2%-3.31%減碼
33LINLinde plc-0.2%-78.38%減碼
34NVDANvidia CORP-0.2%-2.31%減碼
35IBMIntl Business Machines CORP-0.2%-16.05%減碼
36AMZNAmazon.com INC-0.2%-1.01%減碼
37MAMastercard INC - A-0.2%-6.96%減碼
38INTUIntuit INC-0.2%-20.63%減碼
39JPMJpmorgan Chase & Co-0.3%-1.56%減碼
40AVGOBroadcom INC-0.3%-3.28%減碼
41ABTAbbott Laboratories-0.3%-15.71%減碼
42SLVIshares Silver Trust-0.4%-26.31%減碼
43VVisa Inc-class A Shares-0.4%-3.64%減碼
44AAPLApple INC-0.7%-5.34%減碼
45LLYEli Lilly & Co-1%-4.02%減碼
46MSFTMicrosoft CORP-1.2%-2.39%減碼
47USBUS Bancorp—NEW新建倉
48GDXJVaneck Junior Gold Miners—NEW新建倉
49REYNReynolds Consumer Products I—NEW新建倉
50MOSMosaic Co/the—NEW新建倉

FAQ

Cypress Capital Group 是什麼機構？屬於哪種投資人類型？
Cypress Capital Group 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$8.9億，分佈在 284 個已申報部位之中。
Cypress Capital Group 目前前幾大持股有哪些？
根據最新 13F 申報，Cypress Capital Group 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$4846.8萬 (5.5%) 2. Eli Lilly & Co (LLY) — US$4307.8萬 (4.8%) 3. Microsoft CORP (MSFT) — US$3066.5萬 (3.5%) 4. Abbvie INC (ABBV) — US$2401.9萬 (2.7%) 5. Ishares Gold Trust (IAU) — US$2398.5萬 (2.7%)
Cypress Capital Group 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Cypress Capital Group 共進行了 50 項顯著調整：新建倉 4 個部位、加碼 16 個既有持股、減碼 30 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: US Bancorp (USB); 新建倉: Vaneck Junior Gold Miners (GDXJ); 新建倉: Reynolds Consumer Products I (REYN); 新建倉: Mosaic Co/the (MOS); 減碼: Microsoft CORP (MSFT) — 股數 -2.39%
Cypress Capital Group 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Cypress Capital Group 的主要板塊分佈如下： • Information Technology: 24.0% • Health Care: 18.9% • Financials: 14.8% • Consumer Discretionary: 8.8% • Energy: 8.8% • Industrials: 8.3%