Cedar Wealth Management, LLC
- SEC CIK
- 0001665642
- 最新申報
- 2026/8/12
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/9 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 270
- 較 2021 年第 1 季 +27
- 總值
- $2.22 億
- 較 2021 年第 1 季 +$2,093 萬 (+10.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 1 | $0 | 0.0% | 00.0% | 不變 | – |
| DBPInvesco DB Precious Metals Fund | PRECIOUS METAL | 2 | $0 | 0.0% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 6 | $1,000 | <0.1% | −2−25.0% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 21 | $1,000 | <0.1% | −7−25.0% | 減碼 | 歷史 |
| CTVACorteva, Inc. | Stock | 21 | $1,000 | <0.1% | −7−25.0% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 9 | $1,000 | <0.1% | −3−25.0% | 減碼 | 歷史 |
| ACBAurora Cannabis Inc | COM | 116 | $1,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 8 | $2,000 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 24 | $2,000 | <0.1% | −24−50.0% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 39 | $2,000 | <0.1% | 00.0% | 不變 | – |
| EOGEOG Resources Inc | Stock | 21 | $2,000 | <0.1% | −7−25.0% | 減碼 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 183 | $2,000 | <0.1% | −125−40.6% | 減碼 | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 100 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CRONCronos Group Inc. | COM | 280 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 28 | $2,000 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 102 | $4,000 | <0.1% | +100+5,000.0% | 加碼 | – |
| CVSCVS Health Corp | Stock | 48 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 28 | $4,000 | <0.1% | 00.0% | 不變 | 歷史 |
| RRCRange Resources Corp | COM | 282 | $5,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 21 | $5,000 | <0.1% | −7−25.0% | 減碼 | 歷史 |
| CTASCintas Corp | Stock | 17 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 35 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L886 | ULTR SHO INC FD | 73 | $6,000 | <0.1% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 100 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TALTAL Education Group | SPONSORED ADS | 250 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 48 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 501 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 24 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 163 | $7,000 | <0.1% | −50−23.5% | 減碼 | 歷史 |
| TLPHTalphera, Inc. | COM | 5,000 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 178 | $8,000 | <0.1% | +178 | 新進 | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 95 | $8,000 | <0.1% | +95 | 新進 | – |
| TROWPrice T Rowe Group Inc | Stock | 40 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 112 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BFLYButterfly Network, Inc. | COM CL A | 580 | $8,000 | <0.1% | +580 | 新進 | 歷史 |
| GLOBGlobant S.A. | COM | 40 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 36 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 220 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 36 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 100 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 114 | $1.00 萬 | <0.1% | −114−50.0% | 減碼 | – |
| MUMicron Technology Inc | Stock | 140 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 49 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CODICompass Diversified Holdings | SH BEN INT | 470 | $1.20 萬 | <0.1% | +470 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 35 | $1.30 萬 | <0.1% | +35 | 新進 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 25 | $1.30 萬 | <0.1% | +25 | 新進 | 歷史 |
| BMRNBiomarin Pharmaceutical Inc | COM | 150 | $1.30 萬 | <0.1% | +150 | 新進 | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 319 | $1.30 萬 | <0.1% | +319 | 新進 | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 141 | $1.40 萬 | <0.1% | +141 | 新進 | – |
| OGNOrganon & Co. | Stock | 507 | $1.50 萬 | <0.1% | +507 | 新進 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 28 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 391 | $1.60 萬 | <0.1% | +391 | 新進 | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 563 | $1.60 萬 | <0.1% | +563 | 新進 | – |
| SPDR Series Trust78464A722 | ST STR SP PHARMA | 300 | $1.60 萬 | <0.1% | 00.0% | 不變 | – |
| SLBSLB Limited | Stock | 523 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 169 | $1.70 萬 | <0.1% | +169 | 新進 | – |
| XUnited States Steel Corp | COM | 700 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 243 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 535 | $1.80 萬 | <0.1% | −40−7.0% | 減碼 | – |
| TDGTransDigm Group INC | COM | 28 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 271 | $1.90 萬 | <0.1% | +271 | 新進 | – |
| SCCOSouthern Copper Corp | Stock | 300 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RITMRithm Capital Corp. | REIT | 1,800 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 40 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMEAmetek Inc | COM | 144 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PENNPENN Entertainment, Inc. | COM | 270 | $2.10 萬 | <0.1% | +270 | 新進 | 歷史 |
| RWTRedwood Trust Inc | COM | 1,700 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 114 | $2.10 萬 | <0.1% | −32−21.9% | 減碼 | – |
| OUSTOuster, Inc. | COM | 1,700 | $2.10 萬 | <0.1% | +1,700 | 新進 | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 224 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VXXBarclays Bank PLC | ETF | 747 | $2.20 萬 | <0.1% | +747 | 新進 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 230 | $2.40 萬 | <0.1% | 00.0% | 不變 | – |
| NINisource Inc. | COM | 1,000 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRMKTrustmark Corp | COM | 800 | $2.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 144 | $2.60 萬 | <0.1% | +144 | 新進 | – |
| NRGNRG Energy, Inc. | Stock | 701 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 168 | $2.80 萬 | <0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 543 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286640 | MSCI CHILE ETF | 1,000 | $2.90 萬 | <0.1% | 00.0% | 不變 | – |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 1,105 | $2.90 萬 | <0.1% | 00.0% | 不變 | – |
| EBFEnnis, Inc. | COM | 1,400 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PETSPetmed Express Inc | COM | 960 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 226 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPLKSplunk Inc | COM | 230 | $3.30 萬 | <0.1% | +230 | 新進 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 438 | $3.50 萬 | <0.1% | +438 | 新進 | – |
| iShares Tr464288752 | US HOME CONS ETF | 500 | $3.50 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 289 | $3.60 萬 | <0.1% | +159+122.3% | 加碼 | – |
| ENBEnbridge Inc | Stock | 910 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 600 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 1,011 | $3.70 萬 | <0.1% | +1,011 | 新進 | – |
| AUAngloGold Ashanti PLC | SPONSORED ADR | 2,050 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 283 | $4.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 561 | $4.20 萬 | <0.1% | 00.0% | 不變 | – |
| U.S. Global Jets ETF26922A842 | ETF | 1,800 | $4.40 萬 | <0.1% | 00.0% | 不變 | – |
| STORStore Capital LLC | COM | 1,300 | $4.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 1,000 | $4.60 萬 | <0.1% | 00.0% | 不變 | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 300 | $4.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 1,568 | $4.90 萬 | <0.1% | −2−0.1% | 減碼 | 歷史 |
| STAGSTAG Industrial, Inc. | COM | 1,300 | $4.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 800 | $4.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（4 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。