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Cypress Capital, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$3.5亿

申报季度: 2026-03-31 · 持股只数: 95

Cypress Capital, LLC在最新一期 13F 报告中披露了 95 项持股，申报期为 2026-03-31，总持股市值约为 US$3.5亿，季度换手率为 30.6%。

机构性格雪花图

集中度
22.52
持仓稳定性
30.6
动能／逆势
100
行业集中度
57.82
多样化
100
仓位均衡度
79.04

近期动向

  • 加仓 SGOV

    +397.4%　US$2963.8万

  • 减仓 USFR

    -79.9%　-US$2276.3万

  • 减仓 SPY

    -49.1%　-US$925.0万

  • 减仓 TFLO

    -90.8%　-US$698.8万

  • 加仓 VBIL

    +5.4%　US$189.3万

  • 减仓 NOBL

    -25.7%　-US$227.2万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-其他12.64%-0.43%-0.56%
2SGOVIshares 0-3 Month Treasury BETF-政府公债10.55%+8.47%+397.37%
3VBILVanguard 0-3m T-bill ETFETF-其他9.99%+0.69%+5.39%
4BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债9.78%-0.36%-5.35%
5TIPIshares Tips Bond ETFETF-其他5.11%+0.02%-1.60%
6VGSHVanguard Short-term TreasuryETF-政府公债3.64%+0.17%+3.47%
7SGOLAbrdn Physical Gold SharesETF-避险与商品3.30%-0.37%-18.42%
8SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长2.48%-2.55%-49.15%
9AAPLApple INC股票-科技2.12%-0.15%-1.27%
10VTVVanguard Value ETFETF-其他2.08%+2.08%NEW
11NOBLProshares S&p 500 Dividend AETF-大型股与成长2.01%-0.60%-25.72%
12USFRWisdomtree Floating Rate TreETF-其他1.63%-6.35%-79.91%
13TBILF/m US Treasury 3 Month BillETF-政府公债1.50%—+0.31%
14HEFAIsha Curr Hedged Msci EafeETF-其他1.14%—-1.02%
15VXUSVanguard Total Intl StockETF-其他1.12%—-1.70%
16EMXCIshares Msci Emr Mrk Ex ChnaETF-其他1.00%+1.00%NEW
17KRKroger Co股票-非周期性消费0.95%+0.13%-0.97%
18GOOGLAlphabet Inc-cl A股票-通信服务0.93%-0.09%-1.96%
19ABBVAbbvie INC股票-医疗保健0.92%-0.04%-1.31%
20LRCXLam Research CORP股票-科技0.89%+0.18%-1.87%
21CSCOCisco Systems INC股票-科技0.88%—-1.20%
22MRKMerck & Co. INC.股票-医疗保健0.88%+0.14%+2.19%
23LMTLockheed Martin CORP股票-工业0.87%+0.17%-1.57%
24IBMIntl Business Machines CORP股票-科技0.86%-0.18%-0.66%
25AMGNAmgen INC股票-医疗保健0.84%—-1.15%
26AVGOBroadcom INC股票-科技0.80%-0.08%-0.85%
27BMYBristol-myers Squibb Co股票-医疗保健0.79%+0.22%+21.08%
28SCHWSchwab (charles) CORP股票-金融0.77%-0.04%-1.08%
29XOMExxon Mobil CORP股票-能源0.74%+0.22%-0.76%
30MDTMedtronic plc股票-医疗保健0.74%-0.07%-0.85%
31ETNEaton Corporation plc股票-工业0.74%+0.08%-1.44%
32MCDMcdonald's CORP股票-周期性消费0.73%—-1.28%
33NXTNextpower Inc-cl A股票-科技0.72%+0.20%-1.79%
34HDHome Depot INC股票-周期性消费0.71%—-0.68%
35IEFIshares 7-10 Year Treasury BETF-政府公债0.70%—+0.63%
36VVisa Inc-class A Shares股票-金融0.69%-0.11%-0.81%
37GOOGAlphabet Inc-cl C股票-通信服务0.68%-0.07%-2.75%
38LOWLowe's Cos INC股票-周期性消费0.67%—+0.15%
39PULSPgim Ultra Short Bond ETFETF-其他0.67%—-4.63%
40PGProcter & Gamble Co/the股票-非周期性消费0.66%—+2.21%
41SBUXStarbucks CORP股票-周期性消费0.65%+0.15%+20.53%
42NTAPNetapp INC股票-科技0.61%—-0.40%
43VTIPVanguard Short-term TipsETF-其他0.56%—-1.62%
44QCOMQualcomm INC股票-科技0.54%-0.17%-0.98%
45TPRTapestry INC股票-周期性消费0.52%—+0.26%
46MSFTMicrosoft CORP股票-科技0.51%-0.14%+0.13%
47CLColgate-palmolive Co股票-非周期性消费0.47%+0.13%+26.76%
48CMCSAComcast Corp-class A股票-通信服务0.45%+0.08%+24.43%
49GISGeneral Mills INC股票-非周期性消费0.42%—+24.30%
50VCSHVanguard S/t CORP Bond ETFETF-投资级公司债0.41%—+0.68%
1–50 of 95

本季持股变动

Cypress Capital, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard Value ETF (VTV); 新建仓: Ishares Msci Emr Mrk Ex Chna (EMXC); 新建仓: Pgim Aaa Clo ETF (PAAA); 清仓: Tegna INC (TGNA); 清仓: Salesforce INC (CRM).

Cypress Capital, LLC 于截至 2026-03-31 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
1SGOVIshares 0-3 Month Treasury B+8.5%+397.37%加仓
2VBILVanguard 0-3m T-bill ETF+0.7%+5.39%加仓
3XOMExxon Mobil CORP+0.2%-0.76%减仓
4BMYBristol-myers Squibb Co+0.2%+21.08%加仓
5NXTNextpower Inc-cl A+0.2%-1.79%减仓
6LRCXLam Research CORP+0.2%-1.87%减仓
7LMTLockheed Martin CORP+0.2%-1.57%减仓
8VGSHVanguard Short-term Treasury+0.2%+3.47%加仓
9SBUXStarbucks CORP+0.2%+20.53%加仓
10MRKMerck & Co. INC.+0.1%+2.19%加仓
11CLColgate-palmolive Co+0.1%+26.76%加仓
12KRKroger Co+0.1%-0.97%减仓
13CMCSAComcast Corp-class A+0.1%+24.43%加仓
14ETNEaton Corporation plc+0.1%-1.44%减仓
15TIPIshares Tips Bond ETF0%-1.60%减仓
16ABBVAbbvie INC0%-1.31%减仓
17SCHWSchwab (charles) CORP0%-1.08%减仓
18GLDSpdr Gold Shares-0.1%-36.93%减仓
19MDTMedtronic plc-0.1%-0.85%减仓
20GOOGAlphabet Inc-cl C-0.1%-2.75%减仓
21AVGOBroadcom INC-0.1%-0.85%减仓
22SHOPShopify INC - Class A-0.1%+10.40%加仓
23GOOGLAlphabet Inc-cl A-0.1%-1.96%减仓
24FOXAFox CORP - Class A-0.1%-4.25%减仓
25IONSIonis Pharmaceuticals INC-0.1%-40.00%减仓
26VVisa Inc-class A Shares-0.1%-0.81%减仓
27MSFTMicrosoft CORP-0.1%+0.13%加仓
28PTRBPgim Total Return Bond ETF-0.1%-54.38%减仓
29AAPLApple INC-0.2%-1.27%减仓
30QCOMQualcomm INC-0.2%-0.98%减仓
31IBMIntl Business Machines CORP-0.2%-0.66%减仓
32BILSs Spdr Bb 1-3m T-bill ETF-0.4%-5.35%减仓
33SGOLAbrdn Physical Gold Shares-0.4%-18.42%减仓
34VTIVanguard Total Stock Mkt ETF-0.4%-0.56%减仓
35NOBLProshares S&p 500 Dividend A-0.6%-25.72%减仓
36TFLOIshares Treasury Floating Ra-2%-90.76%减仓
37SPYSs Spdr S&p 500 ETF Trust-us-2.6%-49.15%减仓
38USFRWisdomtree Floating Rate Tre-6.4%-79.91%减仓
39VTVVanguard Value ETF—NEW新建仓
40EMXCIshares Msci Emr Mrk Ex Chna—NEW新建仓
41PAAAPgim Aaa Clo ETF—NEW新建仓
42TGNATegna INC—EXIT清仓
43CRMSalesforce INC—EXIT清仓
44BRK-BBerkshire Hathaway Inc-cl B—EXIT清仓
45EOGEog Resources INC—NEW新建仓
46NFLXNetflix INC—NEW新建仓
47CRWDCrowdstrike Holdings INC - A—EXIT清仓
48CGDVCap Group Dividend Value—NEW新建仓
49ITWIllinois Tool Works—NEW新建仓
50AVAVAerovironment INC—EXIT清仓

FAQ

Cypress Capital, LLC 是什么机构？属于哪种投资人类型？
Cypress Capital, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$3.5亿，分布在 95 个已申报仓位之中。
Cypress Capital, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Cypress Capital, LLC 按市值排列的前几大持股为： 1. Vanguard Total Stock Mkt ETF (VTI) — US$4443.0万 (12.6%) 2. Ishares 0-3 Month Treasury B (SGOV) — US$3707.1万 (10.6%) 3. Vanguard 0-3m T-bill ETF (VBIL) — US$3512.2万 (10.0%) 4. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$3438.9万 (9.8%) 5. Ishares Tips Bond ETF (TIP) — US$1794.5万 (5.1%)
Cypress Capital, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Cypress Capital, LLC 共进行了 50 项显著调整：新建仓 7 个仓位、加仓 10 个既有持股、减仓 28 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：新建仓: Vanguard Value ETF (VTV); 新建仓: Ishares Msci Emr Mrk Ex Chna (EMXC); 新建仓: Pgim Aaa Clo ETF (PAAA); 清仓: Tegna INC (TGNA); 清仓: Salesforce INC (CRM)
Cypress Capital, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Cypress Capital, LLC 的主要板块分布如下： • Information Technology: 34.2% • Health Care: 17.5% • Consumer Discretionary: 13.8% • Communication Services: 10.4% • Consumer Staples: 7.4% • Financials: 7.3%