Cedar Wealth Management, LLC
- SEC CIK
- 0001665642
- 最新申報
- 2026/8/12
2024 年第 2 季持倉
持倉截至 2024/6/30,2024/8/12 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 302
- 較 2024 年第 1 季 −42
- 總值
- $3.08 億
- 較 2024 年第 1 季 +$403.0 萬 (+1.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46434V407 | 0-5YR HI YL CP | 1 | $42 | <0.1% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 7 | $551 | <0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 4 | $660 | <0.1% | 00.0% | 不變 | 歷史 |
| CNCCentene Corp | Stock | 11 | $729 | <0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 10 | $737 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 22 | $761 | <0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 6 | $795 | <0.1% | −100−94.3% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 12 | $850 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 10 | $993 | <0.1% | 00.0% | 不變 | 歷史 |
| VOYAVoya Financial, Inc. | COM | 14 | $996 | <0.1% | 00.0% | 不變 | 歷史 |
| NIONIO Inc. | ADR | 240 | $998 | <0.1% | 00.0% | 不變 | 歷史 |
| TEAMAtlassian Corp | CL A | 6 | $1,061 | <0.1% | −15−71.4% | 減碼 | 歷史 |
| VALEVale S.A. | SPONSORED ADS | 100 | $1,117 | <0.1% | 00.0% | 不變 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 12 | $1,172 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 19 | $1,209 | <0.1% | −133−87.5% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | COM | 4 | $1,402 | <0.1% | 00.0% | 不變 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8 | $1,409 | <0.1% | 00.0% | 不變 | 歷史 |
| SYYSysco Corp | Stock | 20 | $1,428 | <0.1% | −147−88.0% | 減碼 | 歷史 |
| SOLVSolventum Corp | Stock | 27 | $1,428 | <0.1% | +27 | 新進 | 歷史 |
| MGMMGM Resorts International | Stock | 33 | $1,467 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 4 | $1,784 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 9 | $1,802 | <0.1% | 00.0% | 不變 | 歷史 |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 183 | $1,817 | <0.1% | 00.0% | 不變 | 歷史 |
| CECelanese Corp | Stock | 14 | $1,888 | <0.1% | 00.0% | 不變 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 28 | $2,079 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 6 | $2,299 | <0.1% | 00.0% | 不變 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 10 | $2,573 | <0.1% | 00.0% | 不變 | 歷史 |
| XYZBlock, Inc. | CL A | 40 | $2,580 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 60 | $2,851 | <0.1% | −947−94.0% | 減碼 | 歷史 |
| ALCAlcon Inc | Stock | 33 | $2,940 | <0.1% | +33 | 新進 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 11 | $3,028 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6 | $3,056 | <0.1% | −6−50.0% | 減碼 | 歷史 |
| SYFSynchrony Financial | COM | 68 | $3,209 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 55 | $3,248 | <0.1% | −245−81.7% | 減碼 | 歷史 |
| VLOValero Energy Corp | Stock | 21 | $3,292 | <0.1% | 00.0% | 不變 | 歷史 |
| DRIODarioHealth Corp. | COM NEW | 2,850 | $3,392 | <0.1% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 15 | $3,554 | <0.1% | −48−76.2% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 48 | $3,696 | <0.1% | −58−54.7% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 24 | $3,958 | <0.1% | −39−61.9% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 8 | $4,046 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 105 | $4,176 | <0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 12 | $4,484 | <0.1% | 00.0% | 不變 | 歷史 |
| CSXCSX Corp | Stock | 144 | $4,817 | <0.1% | 00.0% | 不變 | 歷史 |
| PCARPaccar Inc | COM | 49 | $5,044 | <0.1% | −22−31.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 18 | $5,461 | <0.1% | −43−70.5% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 12 | $5,625 | <0.1% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 33 | $5,725 | <0.1% | 00.0% | 不變 | 歷史 |
| UBERUber Technologies, Inc | Stock | 82 | $5,960 | <0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 14 | $6,176 | <0.1% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 50 | $6,190 | <0.1% | +50 | 新進 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 34 | $6,222 | <0.1% | −85−71.4% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 21 | $6,267 | <0.1% | −9−30.0% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 24 | $6,458 | <0.1% | −11−31.4% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 21 | $6,908 | <0.1% | 00.0% | 不變 | 歷史 |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 420 | $6,922 | <0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 150 | $7,077 | <0.1% | 00.0% | 不變 | 歷史 |
| GLOBGlobant S.A. | COM | 40 | $7,130 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 167 | $7,290 | <0.1% | 00.0% | 不變 | – |
| ZHZhihu Inc. | SPONSORED ADS | 2,748 | $7,502 | <0.1% | +2,748 | 新進 | 歷史 |
| Investment Managers Ser Tr I46144X867 | AXS TSLA BEAR DL | 245 | $7,835 | <0.1% | −134−35.4% | 減碼 | – |
| INTUIntuit Inc. | Stock | 12 | $7,887 | <0.1% | −12−50.0% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 18 | $8,007 | <0.1% | 00.0% | 不變 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 100 | $8,049 | <0.1% | −188−65.3% | 減碼 | 歷史 |
| NDAQNasdaq, Inc. | COM | 140 | $8,436 | <0.1% | −61−30.3% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 20 | $8,544 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 100 | $8,566 | <0.1% | 00.0% | 不變 | – |
| CODICompass Diversified Holdings | SH BEN INT | 396 | $8,668 | <0.1% | −694−63.7% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 40 | $8,818 | <0.1% | −18−31.0% | 減碼 | 歷史 |
| TDGTransDigm Group INC | COM | 7 | $8,943 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 225 | $9,052 | <0.1% | +100+80.0% | 加碼 | – |
| MUMicron Technology Inc | Stock | 69 | $9,076 | <0.1% | 00.0% | 不變 | 歷史 |
| RUMRUM Group Inc. | Stock | 1,650 | $9,158 | <0.1% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 39 | $9,429 | <0.1% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 49 | $1.03 萬 | <0.1% | −22−31.0% | 減碼 | 歷史 |
| NUSNu Skin Enterprises, Inc. | CL A | 1,000 | $1.05 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| ALSumisho Air Lease Corp | CL A | 225 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 100 | $1.13 萬 | <0.1% | 00.0% | 不變 | – |
| NOCNorthrop Grumman Corp | Stock | 26 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOCUDocuSign, Inc. | Stock | 214 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KKRKKR & Co. Inc. | COM | 109 | $1.15 萬 | <0.1% | −47−30.1% | 減碼 | 歷史 |
| AMEAmetek Inc | COM | 72 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMCSAComcast Corp | Stock | 357 | $1.40 萬 | <0.1% | −162−31.2% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 97 | $1.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 130 | $1.49 萬 | <0.1% | −58−30.9% | 減碼 | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 375 | $1.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 28 | $1.53 萬 | <0.1% | −2−6.7% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 148 | $1.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 175 | $1.55 萬 | <0.1% | 00.0% | 不變 | – |
| DNPDNP Select Income Fund Inc | COM | 1,900 | $1.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NUENucor Corp | COM | 100 | $1.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 92 | $1.60 萬 | <0.1% | −27−22.7% | 減碼 | 歷史 |
| PGRProgressive Corp | Stock | 78 | $1.62 萬 | <0.1% | −36−31.6% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 10 | $1.64 萬 | <0.1% | −1−9.1% | 減碼 | 歷史 |
| ALGNAlign Technology Inc | COM | 70 | $1.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 169 | $1.69 萬 | <0.1% | −167−49.7% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 334 | $1.77 萬 | <0.1% | 00.0% | 不變 | – |
| GDGeneral Dynamics Corp | Stock | 61 | $1.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 168 | $1.79 萬 | <0.1% | −177−51.3% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 167 | $1.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 84 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉(54 檔)
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HCPHashiCorp, Inc. | COM CL A | 13,185 | $35.5 萬 | 0.1% | 歷史 |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 28,374 | $29.7 萬 | 0.1% | – |
| FEFirstenergy Corp | COM | 7,150 | $27.6 萬 | 0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 4,675 | $27.2 萬 | 0.1% | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 636 | $26.6 萬 | 0.1% | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 4,950 | $19.8 萬 | 0.1% | 歷史 |
| ELVElevance Health, Inc. | Stock | 140 | $7.26 萬 | <0.1% | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 638 | $5.52 萬 | <0.1% | – |
| FLYYSpirit Aviation Holdings, Inc. | COM | 9,882 | $4.78 萬 | <0.1% | 歷史 |
| iShares Inc464286640 | MSCI CHILE ETF | 1,000 | $2.66 萬 | <0.1% | – |
| MCDMcDonalds Corp | Stock | 78 | $2.20 萬 | <0.1% | 歷史 |
| PLBYPlayboy, Inc. | COM | 19,916 | $2.09 萬 | <0.1% | 歷史 |
| TERTeradyne, Inc | Stock | 171 | $1.93 萬 | <0.1% | 歷史 |
| AONAon plc | CL A | 57 | $1.90 萬 | <0.1% | 歷史 |
| NVONovo Nordisk A S | ADR | 98 | $1.26 萬 | <0.1% | 歷史 |
| CCitigroup Inc | Stock | 182 | $1.15 萬 | <0.1% | 歷史 |
| MMM3M Co | Stock | 108 | $1.15 萬 | <0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 66 | $9,817 | <0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 53 | $8,565 | <0.1% | 歷史 |
| DOWDow Inc. | Stock | 142 | $8,226 | <0.1% | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 91 | $8,160 | <0.1% | – |
| SAPSAP SE | ADR | 34 | $6,631 | <0.1% | 歷史 |
| WDAYWorkday, Inc. | CL A | 22 | $6,001 | <0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 2 | $5,814 | <0.1% | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 69 | $4,749 | <0.1% | 歷史 |
| LINLinde PLC | Stock | 10 | $4,643 | <0.1% | 歷史 |
| TFIITFI International Inc. | COM | 29 | $4,624 | <0.1% | 歷史 |
| SNPSSynopsys Inc | COM | 8 | $4,572 | <0.1% | 歷史 |
| CATCaterpillar Inc | Stock | 11 | $4,031 | <0.1% | 歷史 |
| ITGartner Inc | COM | 8 | $3,813 | <0.1% | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 7 | $3,780 | <0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 74 | $3,640 | <0.1% | 歷史 |
| HLTHilton Worldwide Holdings Inc. | COM | 16 | $3,413 | <0.1% | 歷史 |
| MCOMoodys Corp | Stock | 8 | $3,144 | <0.1% | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 56 | $3,134 | <0.1% | 歷史 |
| DXCMDexcom Inc | COM | 21 | $2,913 | <0.1% | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 4 | $2,710 | <0.1% | 歷史 |
| SNOWSnowflake Inc. | Stock | 16 | $2,586 | <0.1% | 歷史 |
| TSLATesla, Inc. | Stock | 14 | $2,461 | <0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 4 | $2,429 | <0.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 4 | $2,242 | <0.1% | 歷史 |
| ADIAnalog Devices Inc | Stock | 11 | $2,176 | <0.1% | 歷史 |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 70 | $2,135 | <0.1% | 歷史 |
| STMSTMicroelectronics N.V. | NY REGISTRY | 46 | $1,989 | <0.1% | 歷史 |
| GMABGenmab A/S | SPONSORED ADS | 64 | $1,914 | <0.1% | 歷史 |
| PXDPioneer Natural Resources Co | COM | 6 | $1,575 | <0.1% | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 24 | $1,459 | <0.1% | 歷史 |
| RELXRELX PLC | SPONSORED ADR | 33 | $1,429 | <0.1% | 歷史 |
| BPBP PLC | ADR | 29 | $1,093 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 53 | $996 | <0.1% | 歷史 |
| SHOPShopify Inc. | Stock | 11 | $849 | <0.1% | 歷史 |
| BHPBHP Group Ltd | ADR | 12 | $692 | <0.1% | 歷史 |
| NOKNokia Corp | SPONSORED ADR | 149 | $527 | <0.1% | 歷史 |
| NICENICE Ltd. | SPONSORED ADR | 2 | $521 | <0.1% | 歷史 |