Cypress Wealth Services, LLC — Q2 2019 13F 持股

Name: Cypress Wealth Services, LLC — 13F Holdings, Q2 2019
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001721527

申報總市值

US$7.1億

← 回到最新季度

本季完整持股清單

僅顯示前 200 大持股（共 260 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	AAPL	Apple INC	股票-科技	3.08%	-0.42%	+59.58%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	2.70%	+0.24%	+12.08%
3	JNJ	Johnson & Johnson	股票-醫療保健	2.19%	—	+5.32%
4	PG	Procter & Gamble Co/the	股票-非循環性消費	2.11%	—	+0.32%
5	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	2.06%	—	+2.67%
6	SCHX	Schwab US Large-cap ETF	ETF-其他	1.92%	—	+59.56%
7	VO	Vanguard Mid-cap ETF	ETF-其他	1.91%	—	+3.91%
8	QQQ	Invesco Qqq Trust Series 1	ETF-科技型	1.88%	—	-9.94%
9	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.87%	-0.12%	+1.93%
10	MCD	Mcdonald's CORP	股票-循環性消費	1.76%	—	+0.78%
11	MGK	Vanguard Mega Cap Growth ETF	ETF-其他	1.67%	-0.19%	-0.97%
12	VCIT	Vanguard Int-term Corporate	ETF-投資等級公司債	1.54%	—	-1.13%
13	XOM	Exxon Mobil CORP	股票-能源	1.49%	+0.15%	+4.24%
14	FEX	First Trust Large Cap Core A	ETF-大型股與成長	1.49%	—	+5.63%
15	PFF	Ishares Preferred & Income S	ETF-其他	1.49%	—	+3.17%
16	VEA	Vanguard Ftse Developed ETF	ETF-其他	1.48%	—	+0.16%
17	KO	Coca-cola Co/the	股票-非循環性消費	1.46%	—	+1.14%
18	VYM	Vanguard High Dvd Yield ETF	ETF-其他	1.40%	—	-0.57%
19	JPM	Jpmorgan Chase & Co	股票-金融	1.30%	-0.07%	+2.74%
20	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-非投資等級債	1.26%	—	+1.37%
21	BEN	Franklin Resources INC	股票-金融	1.22%	—	—
22	PM	Philip Morris International	股票-非循環性消費	1.11%	—	-23.65%
23	VB	Vanguard Small-cap ETF	ETF-其他	1.11%	—	+3.19%
24	CVX	Chevron CORP	股票-能源	1.08%	+0.13%	+0.46%
25	MO	Altria Group INC	股票-非循環性消費	1.06%	—	+2.61%
26	SCHF	Schwab Intl Equity ETF	ETF-其他	1.06%	—	+14.40%
27	MSFT	Microsoft CORP	股票-科技	1.05%	-0.35%	+6.06%
28	UPS	United Parcel Service-cl B	股票-工業	1.01%	—	+0.92%
29	EPD	Enterprise Products Partners	股票-能源	1.00%	—	+0.02%
30	INTC	Intel CORP	股票-科技	0.99%	—	+1.76%
31	WMT	Walmart INC	股票-非循環性消費	0.95%	—	+2.88%
32	GOVT	Ishares US Treasury Bond ETF	ETF-政府公債	0.94%	+0.65%	—
33	SCHB	Schwab US Broad Market ETF	ETF-其他	0.87%	—	+9.98%
34	ABT	Abbott Laboratories	股票-醫療保健	0.87%	—	+1.63%
35	IEFA	Ishares Core Msci Eafe ETF	ETF-其他	0.87%	—	+19.17%
36	PEP	Pepsico INC	股票-非循環性消費	0.86%	—	+0.72%
37	SPGI	S&p Global INC	股票-金融	0.84%	—	+0.10%
38	VV	Vanguard Large-cap ETF	ETF-其他	0.81%	-0.08%	—
39	GBIL	Goldman Sachs Access Treasur	ETF-避險與商品	0.81%	—	+11.76%
40	DIS	Walt Disney Co/the	股票-通訊服務	0.76%	—	+6.61%
41	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.76%	—	+13.01%
42	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.75%	—	+4.04%
43	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.75%	—	-2.18%
44	FYX	First Trust Small Cap Core A	ETF-中小型股	0.72%	—	+1.77%
45	AMZN	Amazon.com INC	股票-循環性消費	0.71%	-0.12%	-4.13%
46	VUG	Vanguard Growth ETF	ETF-其他	0.69%	—	+2.29%
47	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.66%	—	+61.68%
48	ABBV	Abbvie INC	股票-醫療保健	0.66%	—	+4.75%
49	MDLZ	Mondelez International Inc-a	股票-非循環性消費	0.64%	—	+1.76%
50	SCHE	Schwab Emrg Mrkts Eqty ETF	ETF-其他	0.64%	—	+55.18%

1–50 of 200

本季持股變動

Cypress Wealth Services, LLC 於截至 Q2 2019 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	AAPL	Apple INC	+1.1%	+59.58%	加碼
2	SCHX	Schwab US Large-cap ETF	+0.7%	+59.56%	加碼
3	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	+0.3%	+328.36%	加碼
4	USMV	Ishares Msci USA Min Vol Fac	+0.2%	+61.68%	加碼
5	MBB	Ishares Mbs ETF	+0.2%	+238.74%	加碼
6	SCHE	Schwab Emrg Mrkts Eqty ETF	+0.2%	+55.18%	加碼
7	ITOT	Ishares Core S&p Total U.s.	+0.2%	+64.30%	加碼
8	IVV	Ishares Core S&p 500 ETF	+0.2%	+12.08%	加碼
9	DIS	Walt Disney Co/the	+0.1%	+6.61%	加碼
10	NAD	Nuveen Quality Municipal INC	+0.1%	+234.51%	加碼
11	IJH	Ishares Core S&p Midcap ETF	+0.1%	+41.80%	加碼
12	MSFT	Microsoft CORP	+0.1%	+6.06%	加碼
13	EFA	Ishares Msci Eafe ETF	+0.1%	+54.95%	加碼
14	IEFA	Ishares Core Msci Eafe ETF	+0.1%	+19.17%	加碼
15	SCHF	Schwab Intl Equity ETF	+0.1%	+14.40%	加碼
16	COST	Costco Wholesale CORP	+0.1%	+19.52%	加碼
17	NFLX	Netflix INC	+0.1%	+82.48%	加碼
18	META	Meta Platforms Inc-class A	+0.1%	+13.23%	加碼
19	IEMG	Ishares Core Msci Emerging	+0.1%	+49.75%	加碼
20	WMT	Walmart INC	+0.1%	+2.88%	加碼
21	T	At&t INC	+0.1%	+15.79%	加碼
22	MTUM	Ishares Msci USA Momentum Fa	+0.1%	+24.27%	加碼
23	JPM	Jpmorgan Chase & Co	0%	+2.74%	加碼
24	SCHB	Schwab US Broad Market ETF	0%	+9.98%	加碼
25	IWM	Ishares Russell 2000 ETF	0%	+13.01%	加碼
26	GBIL	Goldman Sachs Access Treasur	0%	+11.76%	加碼
27	MCD	Mcdonald's CORP	0%	+0.78%	加碼
28	KO	Coca-cola Co/the	0%	+1.14%	加碼
29	VO	Vanguard Mid-cap ETF	0%	+3.91%	加碼
30	FEX	First Trust Large Cap Core A	0%	+5.63%	加碼
31	VOO	Vanguard S&p 500 ETF	-0.1%	+2.67%	加碼
32	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	+1.93%	加碼
33	PG	Procter & Gamble Co/the	-0.1%	+0.32%	加碼
34	JNJ	Johnson & Johnson	-0.1%	+5.32%	加碼
35	WBA	Walgreens Boots Alliance INC	-0.2%	-0.44%	減碼
36	UPS	United Parcel Service-cl B	-0.2%	+0.92%	加碼
37	INTC	Intel CORP	-0.2%	+1.76%	加碼
38	MO	Altria Group INC	-0.3%	+2.61%	加碼
39	QQQ	Invesco Qqq Trust Series 1	-0.3%	-9.94%	減碼
40	PM	Philip Morris International	-0.7%	-23.65%	減碼
41	GOVT	Ishares US Treasury Bond ETF	—	NEW	新建倉
42	IGIB	Ishares 5-10y Inv Grade CORP	—	NEW	新建倉
43	MUB	Ishares National Muni Bond E	—	NEW	新建倉
44	SHOP	Shopify INC - Class A	—	NEW	新建倉
45	SPLV	Invesco S&p 500 Low Volatili	—	EXIT	清倉
46	✓		—	EXIT	清倉
47	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	NEW	新建倉
48	DD	DuPont de Nemours, Inc.	—	EXIT	清倉
49	VGSH	Vanguard Short-term Treasury	—	EXIT	清倉
50	✓	Dreyfus Alcentra Gbl Cr Inco	—	EXIT	清倉