Cypress Wealth Advisors LLC — Q3 2017 13F 持股

Name: Cypress Wealth Advisors LLC — 13F Holdings, Q3 2017
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

#	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	17.22%	-1.88%	-12.85%
2	META	Meta Platforms Inc-class A	股票-通訊服務	8.06%	+0.23%	-29.44%
3	PM	Philip Morris International	股票-非循環性消費	5.84%	+0.24%	—
4	VGT	Vanguard Info Tech ETF	ETF-科技型	5.63%	-0.22%	-11.92%
5	MO	Altria Group INC	股票-非循環性消費	3.73%	-0.12%	-1.08%
6	VNQ	Vanguard Real Estate ETF	ETF-其他	3.32%	—	-18.31%
7	BMY	Bristol-myers Squibb Co	股票-醫療保健	3.04%	-0.50%	+33.32%
8	PFE	Pfizer INC	股票-醫療保健	2.95%	-0.64%	+1.31%
9	JNJ	Johnson & Johnson	股票-醫療保健	2.64%	—	-1.64%
10	AAPL	Apple INC	股票-科技	2.56%	-0.16%	-12.75%
11	CSM	Proshares Large Cap Core Plu	ETF-大型股與成長	2.46%	—	-35.66%
12	MMM	3m Co	股票-工業	2.28%	-0.18%	+0.09%
13	MSFT	Microsoft CORP	股票-科技	2.16%	—	+1.17%
14	CVX	Chevron CORP	股票-能源	2.08%	-0.08%	-4.22%
15	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	1.85%	—	-65.91%
16	BIDU	Baidu INC - Spon Adr	股票-通訊服務	1.70%	—	—
17	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	1.65%	—	-61.06%
18	IEMG	Ishares Core Msci Emerging	ETF-新興市場	1.51%	—	-17.52%
19	XOM	Exxon Mobil CORP	股票-能源	1.44%	—	+1.68%
20	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.43%	—	-57.15%
21	UNP	Union Pacific CORP	股票-工業	1.32%	+0.01%	-1.43%
22	MRK	Merck & Co. INC.	股票-醫療保健	1.30%	—	-1.17%
23	INTC	Intel CORP	股票-科技	1.15%	—	-16.46%
24	AEP	American Electric Power Company, Inc.	股票-公用事業	1.09%	+0.07%	-8.91%
25	DIS	Walt Disney Co/the	股票-通訊服務	1.04%	—	-27.60%
26	MDLZ	Mondelez International Inc-a	股票-非循環性消費	1.01%	+0.03%	-5.20%
27	CSCO	Cisco Systems INC	股票-科技	1.00%	—	-25.58%
28	AMZN	Amazon.com INC	股票-循環性消費	0.97%	-0.37%	+4.01%
29	IBM	Intl Business Machines CORP	股票-科技	0.95%	—	-5.97%
30	GOOG	Alphabet A	股票-通訊服務	0.89%	—	-11.15%
31	KHC	Kraft Heinz Co/the	股票-非循環性消費	0.89%	—	-2.32%
32	WFC	Wells Fargo & Co	股票-金融	0.79%	—	-14.07%
33	ORCL	Oracle CORP	股票-科技	0.75%	+0.25%	NEW
34	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	0.73%	—	-66.56%
35	KMB	Kimberly-clark CORP	股票-非循環性消費	0.70%	—	-0.72%
36	KO	Coca-cola Co/the	股票-非循環性消費	0.70%	-0.16%	-4.77%
37	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.65%	—	-58.24%
38	PEP	Pepsico INC	股票-非循環性消費	0.65%	—	-26.79%
39	CMCSA	Comcast Corp-class A	股票-通訊服務	0.61%	-0.17%	-5.32%
40	DD	DuPont de Nemours, Inc.	股票-其他	0.57%	—	—
41	PANW	Palo Alto Networks INC	股票-科技	0.56%	+0.05%	-23.94%
42	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.53%	—	-66.90%
43	AXP	American Express Co	股票-金融	0.51%	—	-3.09%
44	EPD	Enterprise Products Partners	股票-能源	0.51%	-0.34%	-28.82%
45	COST	Costco Wholesale CORP	股票-非循環性消費	0.49%	-0.33%	EXIT
46	JPM	Jpmorgan Chase & Co	股票-金融	0.49%	—	-35.52%
47	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	0.44%	—	—
48	BABA	Alibaba Group Holding-sp Adr	股票-循環性消費	0.42%	+0.04%	—
49	WDAY	Workday Inc-class A	股票-科技	0.42%	+0.01%	-27.07%
50	VZ	Verizon Communications INC	股票-通訊服務	0.41%	—	+7.77%

1–50 of 63

本季持股變動

Cypress Wealth Advisors LLC 於截至 Q3 2017 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	VIG	Vanguard Dividend Apprec ETF	+3.3%	-12.85%	減碼
2	BMY	Bristol-myers Squibb Co	+1.6%	+33.32%	加碼
3	PM	Philip Morris International	+1.4%	—	不變
4	VGT	Vanguard Info Tech ETF	+1.4%	-11.92%	減碼
5	BIDU	Baidu INC - Spon Adr	+0.8%	—	不變
6	META	Meta Platforms Inc-class A	+0.8%	-29.44%	減碼
7	MO	Altria Group INC	+0.5%	-1.08%	減碼
8	VNQ	Vanguard Real Estate ETF	+0.4%	-18.31%	減碼
9	AEP	American Electric Power Company, Inc.	+0.1%	-8.91%	減碼
10	CSCO	Cisco Systems INC	+0.1%	-25.58%	減碼
11	PEP	Pepsico INC	0%	-26.79%	減碼
12	EPD	Enterprise Products Partners	0%	-28.82%	減碼
13	JPM	Jpmorgan Chase & Co	0%	-35.52%	減碼
14	DIS	Walt Disney Co/the	-0.1%	-27.60%	減碼
15	ET	Energy Transfer LP	-0.1%	-40.34%	減碼
16	CSM	Proshares Large Cap Core Plu	-0.2%	-35.66%	減碼
17	IWM	Ishares Russell 2000 ETF	-0.5%	-58.24%	減碼
18	USMV	Ishares Msci USA Min Vol Fac	-0.6%	-66.90%	減碼
19	ORCL	Oracle CORP	-0.7%	-60.24%	減碼
20	IVV	Ishares Core S&p 500 ETF	-0.8%	-66.56%	減碼
21	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.9%	-57.15%	減碼
22	TOTL	Ss Doubleline Tr Tact ETF	-1.4%	-61.06%	減碼
23	IGSB	Ishares 1-5y Inv Grade CORP	-2.1%	-65.91%	減碼
24	XYZ	Block INC	—	EXIT	清倉
25	VTI	Vanguard Total Stock Mkt ETF	—	EXIT	清倉
26	IWF	Ishares Russell 1000 Growth	—	EXIT	清倉
27	VEU	Vanguard Ftse All-world Ex-u	—	EXIT	清倉
28	IJR	Ishares Core S&p Small-cap E	—	EXIT	清倉
29	✓	Powershares Qqq Trust Ser 1	—	EXIT	清倉
30	AMJEUR	Jpmorgan Alerian Mlp Index	—	EXIT	清倉
31	DD	DuPont de Nemours, Inc.	—	NEW	新建倉
32	VHT	Vanguard Health Care ETF	—	EXIT	清倉
33	IWD	Ishares Russell 1000 Value E	—	EXIT	清倉
34	EFA	Ishares Msci Eafe ETF	—	EXIT	清倉
35	EFAV	Ishares Msci Eafe Min Vol Fa	—	EXIT	清倉
36	✓		—	EXIT	清倉
37	0E41	Enlink Midstream LLC	—	EXIT	清倉
38	WMB	Williams Cos INC	—	EXIT	清倉
39	DUK	Du Pont E I De Nemour&Co	—	EXIT	清倉
40	VAW	Vanguard Materials ETF	—	EXIT	清倉
41	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	清倉
42	WES	Western Midstream Partners, LP	—	EXIT	清倉
43	TSM	Taiwan Semiconductor-sp Adr	—	EXIT	清倉
44	SHLXUSD	Shell Midstream Partners LP	—	EXIT	清倉
45	TRV	Travelers Cos Inc/the	—	EXIT	清倉
46	PPG	Ppg Industries INC	—	EXIT	清倉
47	EEM	Ishares Msci Emerging Market	—	NEW	新建倉
48	GEL	Genesis Energy L.p.	—	EXIT	清倉
49	IEFA	Ishares Core Msci Eafe ETF	—	EXIT	清倉
50	PG	Procter & Gamble Co/the	—	NEW	新建倉