Cypress Wealth Advisors LLC 13F 持仓 · 最近申报 2019年Q1
Cypress Wealth Advisors 在 2019年Q1(报告期截至 2019-03-31)的 SEC 13F 申报中报告了 80 只证券,申报市值合计 8,739.40 万美元。前几大持仓:VIG(6.25%)、ET(4.98%)、META(4.78%)。本季前 25 大持仓中:新建仓 2 只、增持 5 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED PORTFOL | $5.5M | 6.25% | 49,837 | 减持 |
| 2 | ET | ENERGY TRANSFER LP | $4.4M | 4.98% | 283,225 | 减持 |
| 3 | META | FACEBOOK INC | $4.2M | 4.78% | 25,056 | 减持 |
| 4 | WMB | WILLIAMS COS INC DEL | $3.4M | 3.84% | 116,918 | 减持 |
| 5 | VGT | VANGUARD WORLD FDS | $3.0M | 3.41% | 14,836 | 减持 |
| 6 | EPD | ENTERPRISE PRODS PARTNERS L | $2.9M | 3.37% | 101,250 | 减持 |
| 7 | PM | PHILIP MORRIS INTL INC | $2.8M | 3.23% | 31,980 | 减持 |
| 8 | ENLC | ENLINK MIDSTREAM LLC | $2.8M | 3.22% | 220,000 | 增持 |
| 9 | WES2 | WESTERN GAS PARTNERS LP | $2.5M | 2.85% | 79,475 | 增持 |
| 10 | LYFT | LYFT INC | $2.4M | 2.80% | 31,200 | 新建仓 |
| 11 | PFE | PFIZER INC | $2.1M | 2.40% | 49,339 | 减持 |
| 12 | GEL | GENESIS ENERGY L P | $2.1M | 2.38% | 89,300 | 增持 |
| 13 | MO | ALTRIA GROUP INC | $2.1M | 2.35% | 35,725 | 减持 |
| 14 | PAGP | PLAINS GP HLDGS L P | $1.8M | 2.05% | 71,875 | 减持 |
| 15 | BPL | BUCKEYE PARTNERS L P | $1.7M | 1.99% | 51,175 | 新建仓 |
| 16 | PAA | PLAINS ALL AMERN PIPELINE L | $1.7M | 1.99% | 70,800 | 增持 |
| 17 | TRGP | TARGA RES CORP | $1.7M | 1.97% | 41,425 | 减持 |
| 18 | MPLX | MPLX LP | $1.7M | 1.93% | 51,200 | 减持 |
| 19 | AMLP | ALPS ETF TR | $1.6M | 1.78% | 155,352 | 增持 |
| 20 | MSFT | MICROSOFT CORP | $1.5M | 1.73% | 12,793 | 减持 |
| 21 | MMP | MAGELLAN MIDSTREAM PRTNRS LP | $1.5M | 1.66% | 23,925 | 减持 |
| 22 | AAPL | APPLE INC | $1.4M | 1.62% | 7,450 | 减持 |
| 23 | BMY | BRISTOL MYERS SQUIBB CO | $1.4M | 1.61% | 29,456 | 减持 |
| 24 | JNJ | JOHNSON & JOHNSON | $1.4M | 1.61% | 10,041 | 减持 |
| 25 | MMM | 3M CO | $1.4M | 1.56% | 6,541 | 减持 |
来源:SEC 13F 申报文件 · 截至 2019-03-31
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR