Cypress Wealth Advisors LLC — Q3 2016 13F 持股

Name: Cypress Wealth Advisors LLC — 13F Holdings, Q3 2016
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001461564

申報總市值

US$8739.4萬

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本季完整持股清單

僅顯示前 200 大持股（共 207 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	VIG	Vanguard Dividend Apprec ETF	ETF-其他	6.75%	-1.88%	-5.11%
2	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	5.56%	—	+1.78%
3	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	5.47%	—	+34.97%
4	EEM	Ishares Msci Emerging Market	ETF-新興市場	5.15%	—	—
5	META	Meta Platforms Inc-class A	股票-通訊服務	4.02%	+0.23%	+1.68%
6	GAP	Gap Inc/the	股票-循環性消費	3.49%	—	—
7	VNQ	Vanguard Real Estate ETF	ETF-其他	2.48%	—	+27.42%
8	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	1.87%	—	+5.16%
9	CSM	Proshares Large Cap Core Plu	ETF-大型股與成長	1.77%	—	-3.02%
10	AAPL	Apple INC	股票-科技	1.68%	-0.16%	+7.41%
11	JNJ	Johnson & Johnson	股票-醫療保健	1.66%	—	+18.58%
12	PM	Philip Morris International	股票-非循環性消費	1.46%	+0.24%	+0.58%
13	MSFT	Microsoft CORP	股票-科技	1.42%	—	+6.87%
14	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	1.32%	—	+3.54%
15	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.25%	—	-2.42%
16	VGT	Vanguard Info Tech ETF	ETF-科技型	1.19%	-0.22%	+1.46%
17	PFE	Pfizer INC	股票-醫療保健	1.03%	-0.64%	+36.43%
18	MO	Altria Group INC	股票-非循環性消費	1.03%	-0.12%	+0.48%
19	CVX	Chevron CORP	股票-能源	1.02%	-0.08%	+1.35%
20	VEU	Vanguard Ftse All-world Ex-u	ETF-其他	1.01%	—	-4.08%
21	WMB	Williams Cos INC	股票-能源	1.01%	-0.46%	+95.39%
22	MMM	3m Co	股票-工業	0.98%	-0.18%	+41.84%
23	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.97%	—	+10.47%
24	TRGP	Targa Resources CORP	股票-能源	0.90%	-0.98%	+26.51%
25	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.90%	—	+5.50%
26	PEP	Pepsico INC	股票-非循環性消費	0.86%	—	+2.44%
27	XOM	Exxon Mobil CORP	股票-能源	0.81%	—	-2.30%
28	BMY	Bristol-myers Squibb Co	股票-醫療保健	0.81%	-0.50%	-1.42%
29	ET	Energy Transfer LP	股票-能源	0.79%	-0.60%	+60.89%
30	MRK	Merck & Co. INC.	股票-醫療保健	0.77%	—	+0.34%
31	INTC	Intel CORP	股票-科技	0.71%	—	+2.96%
32	UNH	Unitedhealth Group INC	股票-醫療保健	0.70%	—	-0.88%
33	ORCL	Oracle CORP	股票-科技	0.68%	+0.25%	NEW
34	CSCO	Cisco Systems INC	股票-科技	0.68%	—	+2.69%
35	AMZN	Amazon.com INC	股票-循環性消費	0.64%	-0.37%	+10.03%
36	0E41	Enlink Midstream LLC	股票-其他	0.64%	+1.85%	+15.41%
37	EPD	Enterprise Products Partners	股票-能源	0.62%	-0.34%	-24.35%
38	EFAV	Ishares Msci Eafe Min Vol Fa	ETF-其他	0.59%	—	+31.15%
39	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.59%	-0.28%	EXIT
40	PG	Procter & Gamble Co/the	股票-非循環性消費	0.58%	-0.30%	EXIT
41	✓	Google INC Class C	股票-其他	0.58%	-0.29%	EXIT
42	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.57%	—	-10.57%
43	GEL	Genesis Energy L.p.	股票-其他	0.57%	+0.77%	-6.39%
44	SHLXUSD	Shell Midstream Partners LP	股票-其他	0.57%	+1.12%	NEW
45	AEP	American Electric Power Company, Inc.	股票-公用事業	0.56%	+0.07%	-9.72%
46	PAA	Plains All American Pipeline, L.P.	股票-能源	0.55%	-0.03%	-13.35%
47	WES	Western Midstream Partners, LP	股票-能源	0.54%	-1.89%	EXIT
48	DIS	Walt Disney Co/the	股票-通訊服務	0.54%	—	+5.82%
49	GOOG	Alphabet A	股票-通訊服務	0.52%	—	+26.01%
50	SEMGUSD	Semgroup Corp-class A	股票-其他	0.51%	—	+8.14%

1–50 of 200

本季持股變動

Cypress Wealth Advisors LLC 於截至 Q3 2016 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
1	TOTL	Ss Doubleline Tr Tact ETF	+1.1%	+34.97%	加碼
2	WMB	Williams Cos INC	+0.6%	+95.39%	加碼
3	ET	Energy Transfer LP	+0.3%	+60.89%	加碼
4	VNQ	Vanguard Real Estate ETF	+0.3%	+27.42%	加碼
5	AAPL	Apple INC	+0.2%	+7.41%	加碼
6	MMM	3m Co	+0.2%	+41.84%	加碼
7	TRGP	Targa Resources CORP	+0.2%	+26.51%	加碼
8	PFE	Pfizer INC	+0.2%	+36.43%	加碼
9	✓	Shire PLC	+0.2%	+108.96%	加碼
10	META	Meta Platforms Inc-class A	+0.2%	+1.68%	加碼
11	MSFT	Microsoft CORP	+0.1%	+6.87%	加碼
12	GOOG	Alphabet A	+0.1%	+26.01%	加碼
13	EFAV	Ishares Msci Eafe Min Vol Fa	+0.1%	+31.15%	加碼
14	AMZN	Amazon.com INC	+0.1%	+10.03%	加碼
15	WES	Western Midstream Partners, LP	+0.1%	+19.33%	加碼
16	JNJ	Johnson & Johnson	+0.1%	+18.58%	加碼
17	IWM	Ishares Russell 2000 ETF	+0.1%	+10.47%	加碼
18	0E41	Enlink Midstream LLC	+0.1%	+15.41%	加碼
19	INTC	Intel CORP	+0.1%	+2.96%	加碼
20	VGT	Vanguard Info Tech ETF	0%	+1.46%	加碼
21	EEM	Ishares Msci Emerging Market	0%	—	不變
22	VLO	Valero Energy Corporation	-0.1%	-40.51%	減碼
23	GAP	Gap Inc/the	-0.2%	—	不變
24	SHLXUSD	Shell Midstream Partners LP	-0.2%	-10.59%	減碼
25	AEP	American Electric Power Company, Inc.	-0.2%	-9.72%	減碼
26	EQMUSD	Eqm Midstream Partners LP	-0.2%	-42.41%	減碼
27	SCHD	Schwab US Dvd Equity ETF	-0.3%	-64.40%	減碼
28	WEP	Magellan Midstream Partners	-0.3%	-32.13%	減碼
29	EPD	Enterprise Products Partners	-0.3%	-24.35%	減碼
30	BMY	Bristol-myers Squibb Co	-0.4%	-1.42%	減碼
31	VIG	Vanguard Dividend Apprec ETF	-1%	-5.11%	減碼
32	UNP	Union Pacific CORP	—	NEW	新建倉
33	XYZ	Block INC	—	NEW	新建倉
34	✓	Vtti Energy Partners LP	—	EXIT	清倉
35	✓		—	NEW	新建倉
36	AMLPUSD	Alerian Mlp ETF	—	EXIT	清倉
37	CAJPY	Canon Inc-spons Adr	—	EXIT	清倉
38	✓	Agl Res INC	—	EXIT	清倉
39	HSBC	Hsbc Holdings Plc-spons Adr	—	NEW	新建倉
40	PSEC	Prospect Capital CORP	—	EXIT	清倉
41	✓		—	NEW	新建倉
42	COR	Cencora INC	—	NEW	新建倉
43	GLD	Spdr Gold Shares	—	NEW	新建倉
44	SAP	Sap Se-sponsored Adr	—	NEW	新建倉
45	NWL	Newell Brands INC	—	NEW	新建倉
46	ERIC	Ericsson (lm) Tel-sp Adr	—	NEW	新建倉
47	BBVA	Banco Bilbao Vizcaya-sp Adr	—	NEW	新建倉
48	C	Citigroup INC	—	NEW	新建倉
49	PNC	Pnc Financial Services Group	—	NEW	新建倉
50	NJR	New Jersey Resources CORP	—	EXIT	清倉