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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。

機構總覽
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%)
申報日
2024/8/12
SEC
Cedar Wealth Management, LLC 在 2024 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Tr46434V4070-5YR HI YL CP1$42<0.1%00.0%不變–
MDTMedtronic plcStock7$551<0.1%00.0%不變歷史
PGProcter & Gamble CoStock4$660<0.1%00.0%不變歷史
CNCCentene CorpStock11$729<0.1%00.0%不變歷史
SCHWSchwab Charles CorpStock10$737<0.1%00.0%不變歷史
EXCExelon CorpStock22$761<0.1%00.0%不變歷史
YUMYum Brands IncStock6$795<0.1%−100−94.3%減碼歷史
NEENextera Energy IncStock12$850<0.1%00.0%不變歷史
DISWalt Disney CoStock10$993<0.1%00.0%不變歷史
VOYAVoya Financial, Inc.COM14$996<0.1%00.0%不變歷史
NIONIO Inc.ADR240$998<0.1%00.0%不變歷史
TEAMAtlassian CorpCL A6$1,061<0.1%−15−71.4%減碼歷史
VALEVale S.A.SPONSORED ADS100$1,117<0.1%00.0%不變歷史
TTDTrade Desk, Inc.Stock12$1,172<0.1%00.0%不變歷史
KOCoca Cola CoStock19$1,209<0.1%−133−87.5%減碼歷史
ANETArista Networks, Inc.COM4$1,402<0.1%00.0%不變歷史
TMUST-Mobile US, Inc.Stock8$1,409<0.1%00.0%不變歷史
SYYSysco CorpStock20$1,428<0.1%−147−88.0%減碼歷史
SOLVSolventum CorpStock27$1,428<0.1%+27新進歷史
MGMMGM Resorts InternationalStock33$1,467<0.1%00.0%不變歷史
SPGIS&P Global Inc.Stock4$1,784<0.1%00.0%不變歷史
CEGConstellation Energy CorpStock9$1,802<0.1%00.0%不變歷史
PSLVSprott Physical Silver TrustPHYSICAL SILVER183$1,817<0.1%00.0%不變歷史
CECelanese CorpStock14$1,888<0.1%00.0%不變歷史
AIGAmerican International Group, Inc.Stock28$2,079<0.1%00.0%不變歷史
CRWDCrowdStrike Holdings, Inc.Stock6$2,299<0.1%00.0%不變歷史
STZConstellation Brands, Inc.Stock10$2,573<0.1%00.0%不變歷史
XYZBlock, Inc.CL A40$2,580<0.1%00.0%不變歷史
CSCOCisco Systems, Inc.Stock60$2,851<0.1%−947−94.0%減碼歷史
ALCAlcon IncStock33$2,940<0.1%+33新進歷史
ROKRockwell Automation, IncStock11$3,028<0.1%00.0%不變歷史
UNHUnitedHealth Group IncStock6$3,056<0.1%−6−50.0%減碼歷史
SYFSynchrony FinancialCOM68$3,209<0.1%00.0%不變歷史
CVSCVS Health CorpStock55$3,248<0.1%−245−81.7%減碼歷史
VLOValero Energy CorpStock21$3,292<0.1%00.0%不變歷史
DRIODarioHealth Corp.COM NEW2,850$3,392<0.1%00.0%不變歷史
ITWIllinois Tool Works IncStock15$3,554<0.1%−48−76.2%減碼歷史
BSXBoston Scientific CorpStock48$3,696<0.1%−58−54.7%減碼歷史
PEPPepsiCo IncStock24$3,958<0.1%−39−61.9%減碼歷史
PHParker-Hannifin CorpStock8$4,046<0.1%00.0%不變歷史
BACBank of America CorpStock105$4,176<0.1%00.0%不變歷史
DEDeere & CoStock12$4,484<0.1%00.0%不變歷史
CSXCSX CorpStock144$4,817<0.1%00.0%不變歷史
PCARPaccar IncCOM49$5,044<0.1%−22−31.0%減碼歷史
ACNAccenture plcStock18$5,461<0.1%−43−70.5%減碼歷史
VRTXVertex Pharmaceuticals IncStock12$5,625<0.1%00.0%不變歷史
MPCMarathon Petroleum CorpStock33$5,725<0.1%00.0%不變歷史
UBERUber Technologies, IncStock82$5,960<0.1%00.0%不變歷史
MAMastercard IncStock14$6,176<0.1%00.0%不變歷史
BXBlackstone Inc.COM50$6,190<0.1%+50新進歷史
VEEVVeeva Systems IncStock34$6,222<0.1%−85−71.4%減碼歷史
SHWSherwin Williams CoCOM21$6,267<0.1%−9−30.0%減碼歷史
NXPINXP Semiconductors N.V.COM24$6,458<0.1%−11−31.4%減碼歷史
TTTrane Technologies plcSHS21$6,908<0.1%00.0%不變歷史
IEPIcahn Enterprises L.P.DEPOSITARY UNIT420$6,922<0.1%00.0%不變歷史
SLBSLB LimitedStock150$7,077<0.1%00.0%不變歷史
GLOBGlobant S.A.COM40$7,130<0.1%00.0%不變歷史
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW167$7,290<0.1%00.0%不變–
ZHZhihu Inc.SPONSORED ADS2,748$7,502<0.1%+2,748新進歷史
Investment Managers Ser Tr I46144X867AXS TSLA BEAR DL245$7,835<0.1%−134−35.4%減碼–
INTUIntuit Inc.Stock12$7,887<0.1%−12−50.0%減碼歷史
ISRGIntuitive Surgical IncCOM NEW18$8,007<0.1%00.0%不變歷史
DDDuPont de Nemours, Inc.COM100$8,049<0.1%−188−65.3%減碼歷史
NDAQNasdaq, Inc.COM140$8,436<0.1%−61−30.3%減碼歷史
AMPAmeriprise Financial IncCOM20$8,544<0.1%00.0%不變歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF100$8,566<0.1%00.0%不變–
CODICompass Diversified HoldingsSH BEN INT396$8,668<0.1%−694−63.7%減碼歷史
LOWLowes Companies IncStock40$8,818<0.1%−18−31.0%減碼歷史
TDGTransDigm Group INCCOM7$8,943<0.1%00.0%不變歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF225$9,052<0.1%+100+80.0%加碼–
MUMicron Technology IncStock69$9,076<0.1%00.0%不變歷史
RUMRUM Group Inc.Stock1,650$9,158<0.1%00.0%不變歷史
MARMarriott International IncStock39$9,429<0.1%00.0%不變歷史
MRSHMarsh & McLennan Companies, Inc.Stock49$1.03 萬<0.1%−22−31.0%減碼歷史
NUSNu Skin Enterprises, Inc.CL A1,000$1.05 萬<0.1%+1,000新進歷史
ALSumisho Air Lease CorpCL A225$1.07 萬<0.1%00.0%不變歷史
Vanguard Total World Stock ETF922042742ETF100$1.13 萬<0.1%00.0%不變–
NOCNorthrop Grumman CorpStock26$1.13 萬<0.1%00.0%不變歷史
DOCUDocuSign, Inc.Stock214$1.14 萬<0.1%00.0%不變歷史
KKRKKR & Co. Inc.COM109$1.15 萬<0.1%−47−30.1%減碼歷史
AMEAmetek IncCOM72$1.20 萬<0.1%00.0%不變歷史
CMCSAComcast CorpStock357$1.40 萬<0.1%−162−31.2%減碼歷史
TGTTarget CorpStock97$1.44 萬<0.1%00.0%不變歷史
COPConocoPhillipsStock130$1.49 萬<0.1%−58−30.9%減碼歷史
CZRCaesars Entertainment, Inc.COM375$1.49 萬<0.1%00.0%不變歷史
iShares Core S&P 500 ETF464287200ETF28$1.53 萬<0.1%−2−6.7%減碼–
ABTAbbott LaboratoriesStock148$1.54 萬<0.1%00.0%不變歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF175$1.55 萬<0.1%00.0%不變–
DNPDNP Select Income Fund IncCOM1,900$1.56 萬<0.1%00.0%不變歷史
NUENucor CorpCOM100$1.58 萬<0.1%00.0%不變歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR92$1.60 萬<0.1%−27−22.7%減碼歷史
PGRProgressive CorpStock78$1.62 萬<0.1%−36−31.6%減碼歷史
MELIMercadolibre IncCOM10$1.64 萬<0.1%−1−9.1%減碼歷史
ALGNAlign Technology IncCOM70$1.69 萬<0.1%00.0%不變歷史
DUKDuke Energy CORPStock169$1.69 萬<0.1%−167−49.7%減碼歷史
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR334$1.77 萬<0.1%00.0%不變–
GDGeneral Dynamics CorpStock61$1.77 萬<0.1%00.0%不變歷史
SWKSSkyworks Solutions, Inc.Stock168$1.79 萬<0.1%−177−51.3%減碼歷史
EMREmerson Electric CoStock167$1.84 萬<0.1%00.0%不變歷史
UNPUnion Pacific CorpStock84$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。

Cedar Wealth Management, LLC 在 2024 年第 1 季之後清倉的部位
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 A13,185$35.5 萬0.1%歷史
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund28,374$29.7 萬0.1%–
FEFirstenergy CorpCOM7,150$27.6 萬0.1%歷史
CARRCarrier Global CorpStock4,675$27.2 萬0.1%歷史
GSGoldman Sachs Group IncStock636$26.6 萬0.1%歷史
SNVSynovus Financial CorpCOM NEW4,950$19.8 萬0.1%歷史
ELVElevance Health, Inc.Stock140$7.26 萬<0.1%歷史
Vanguard Real Estate ETF922908553ETF638$5.52 萬<0.1%–
FLYYSpirit Aviation Holdings, Inc.COM9,882$4.78 萬<0.1%歷史
iShares Inc464286640MSCI CHILE ETF1,000$2.66 萬<0.1%–
MCDMcDonalds CorpStock78$2.20 萬<0.1%歷史
PLBYPlayboy, Inc.COM19,916$2.09 萬<0.1%歷史
TERTeradyne, IncStock171$1.93 萬<0.1%歷史
AONAon plcCL A57$1.90 萬<0.1%歷史
NVONovo Nordisk A SADR98$1.26 萬<0.1%歷史
CCitigroup IncStock182$1.15 萬<0.1%歷史
MMM3M CoStock108$1.15 萬<0.1%歷史
DEODiageo PLCSPON ADR NEW66$9,817<0.1%歷史
PNCPNC Financial Services Group, Inc.Stock53$8,565<0.1%歷史
DOWDow Inc.Stock142$8,226<0.1%歷史
iShares Tr464288281JPMORGAN USD EMG91$8,160<0.1%–
SAPSAP SEADR34$6,631<0.1%歷史
WDAYWorkday, Inc.CL A22$6,001<0.1%歷史
CMGChipotle Mexican Grill IncCOM2$5,814<0.1%歷史
TTETotalEnergies SESPONSORED ADS69$4,749<0.1%歷史
LINLinde PLCStock10$4,643<0.1%歷史
TFIITFI International Inc.COM29$4,624<0.1%歷史
SNPSSynopsys IncCOM8$4,572<0.1%歷史
CATCaterpillar IncStock11$4,031<0.1%歷史
ITGartner IncCOM8$3,813<0.1%歷史
IDXXIDEXX Laboratories IncCOM7$3,780<0.1%歷史
DDominion Energy, IncStock74$3,640<0.1%歷史
HLTHilton Worldwide Holdings Inc.COM16$3,413<0.1%歷史
MCOMoodys CorpStock8$3,144<0.1%歷史
HDBHDFC Bank LtdSPONSORED ADS56$3,134<0.1%歷史
DXCMDexcom IncCOM21$2,913<0.1%歷史
MPWRMonolithic Power Systems, Inc.COM4$2,710<0.1%歷史
SNOWSnowflake Inc.Stock16$2,586<0.1%歷史
TSLATesla, Inc.Stock14$2,461<0.1%歷史
NFLXNetflix IncStock4$2,429<0.1%歷史
MSCIMSCI Inc.Stock4$2,242<0.1%歷史
ADIAnalog Devices IncStock11$2,176<0.1%歷史
BTIBritish American Tobacco p.l.c.SPONSORED ADR70$2,135<0.1%歷史
STMSTMicroelectronics N.V.NY REGISTRY46$1,989<0.1%歷史
GMABGenmab A/SSPONSORED ADS64$1,914<0.1%歷史
PXDPioneer Natural Resources CoCOM6$1,575<0.1%歷史
BUDAnheuser-Busch InBev SA/NVADR24$1,459<0.1%歷史
RELXRELX PLCSPONSORED ADR33$1,429<0.1%歷史
BPBP PLCADR29$1,093<0.1%歷史
OGNOrganon & Co.Stock53$996<0.1%歷史
SHOPShopify Inc.Stock11$849<0.1%歷史
BHPBHP Group LtdADR12$692<0.1%歷史
NOKNokia CorpSPONSORED ADR149$527<0.1%歷史
NICENICE Ltd.SPONSORED ADR2$521<0.1%歷史