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Livermore
Livermore
中文EN

Cedar Wealth Management, LLC

SEC CIK
0001665642
最新申報
2026/8/12

2024 年第 4 季持倉

持倉截至 2024/12/31，2025/2/11 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
192
較 2024 年第 3 季 −72
總值
$2.77 億
較 2024 年第 3 季 −$4,562 萬 (−14.2%)
申報日
2025/2/11
SEC
Cedar Wealth Management, LLC 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Vanguard Morningstar Total Stock Market ETF922908769ETF202,081$5,857 萬21.2%−8,361−4.0%減碼–
Schwab US Dividend Equity ETF808524797ETF1,256,921$3,434 萬12.4%−133,375−9.6%減碼依 3 比 1 拆股換算–
Invesco Exch Traded FD Tr II46138E214S&P INTL QULTY786,750$2,228 萬8.1%−793−0.1%減碼–
Vanguard World FD921910733ESG US STK ETF206,205$2,163 萬7.8%−837−0.4%減碼–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50420,427$2,100 萬7.6%+55,229+15.1%加碼–
PMPhilip Morris International Inc.Stock140,266$1,688 萬6.1%−5,558−3.8%減碼歷史
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF144,657$1,517 萬5.5%−109−0.1%減碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF302,298$1,046 萬3.8%00.0%不變–
Invesco S&P 500 Quality ETF46137V241ETF95,060$637.2 萬2.3%+15,428+19.4%加碼–
MOAltria Group, Inc.Stock117,624$615.1 萬2.2%−13,635−10.4%減碼歷史
iShares Tr464287689RUSSELL 3000 ETF15,009$501.7 萬1.8%−100−0.7%減碼–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF66,594$422.7 萬1.5%−80−0.1%減碼–
AMZNAmazon Com IncStock15,117$331.7 萬1.2%−1,965−11.5%減碼歷史
Vanguard S&P 500 ETF922908363ETF6,044$325.6 萬1.2%+318+5.6%加碼–
MDLZMondelez International, Inc.Stock49,293$294.4 萬1.1%00.0%不變歷史
GOOGLAlphabet Inc.Stock11,677$221.0 萬0.8%+218+1.9%加碼歷史
MSFTMicrosoft CorpStock4,183$176.3 萬0.6%−1,132−21.3%減碼歷史
iShares Inc46434G822MSCI JAPAN ETF26,231$176.0 萬0.6%00.0%不變–
Agf Invts Tr00110G408US MARKET NETRL91,441$169.0 萬0.6%+91,441新進–
AAPLApple Inc.Stock6,745$168.9 萬0.6%−1,056−13.5%減碼歷史
GLBEGlobal-E Online Ltd.SHS28,582$155.9 萬0.6%−448−1.5%減碼歷史
USBUS Bancorp DECOM NEW32,440$155.2 萬0.6%00.0%不變歷史
Flexshares Tr33939L662HIG YLD VL ETF36,628$149.0 萬0.5%−53,510−59.4%減碼–
NVDANVIDIA CorpStock11,050$148.4 萬0.5%+5,860+112.9%加碼歷史
iShares S&P 100 ETF464287101ETF4,784$138.2 萬0.5%00.0%不變–
Invesco QQQ Trust Series I46090E103ETF2,448$125.2 萬0.5%−100−3.9%減碼–
Barrick Gold Corp067901108COM62,939$97.6 萬0.4%−1,911−2.9%減碼–
METAMeta Platforms, Inc.Stock1,593$93.3 萬0.3%−33−2.0%減碼歷史
WisdomTree Tr97717X610EURO QTLY DIV GR31,134$92.8 萬0.3%00.0%不變–
iShares Tr46434V803HDG MSCI EAFE24,812$86.2 萬0.3%00.0%不變–
iShares Inc464286509MSCI CDA ETF20,666$83.3 萬0.3%00.0%不變–
BABAAlibaba Group Holding LtdADR9,655$81.9 萬0.3%+1,682+21.1%加碼歷史
Flexshares Tr33939L407MORNSTAR UPSTR22,017$80.1 萬0.3%00.0%不變–
Vanguard Malvern FDS922020805STRM INFPROIDX15,827$76.6 萬0.3%00.0%不變–
Flexshares Tr33939L860QUALT DIVD IDX9,967$70.3 萬0.3%00.0%不變–
iShares Tr464287234MSCI EMG MKT ETF16,379$68.5 萬0.2%−712−4.2%減碼–
Flexshares Tr33939L845QLT DIV DEF IDX9,576$67.2 萬0.2%00.0%不變–
Cambria ETF Tr132061862TAIL RISK54,675$61.2 萬0.2%+54,675新進–
Vanguard High Dividend Yield Index ETF921946406ETF4,798$61.2 萬0.2%−2,964−38.2%減碼–
NGNovagold Resources IncCOM NEW170,787$56.9 萬0.2%+15,460+10.0%加碼歷史
PRGOPERRIGO Co plcSHS21,966$56.5 萬0.2%+450+2.1%加碼歷史
VVisa Inc.Stock1,758$55.6 萬0.2%−20−1.1%減碼歷史
BRK.BBerkshire Hathaway IncStock1,183$53.6 萬0.2%−175−12.9%減碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS8,986$52.3 萬0.2%+63+0.7%加碼–
OXYOccidental Petroleum CorpStock10,576$52.3 萬0.2%−20.0%減碼歷史
ASMLASML Holding NVADR719$49.8 萬0.2%00.0%不變歷史
TAT&T Inc.Stock21,077$48.0 萬0.2%−136−0.6%減碼歷史
FFord Motor CoStock47,978$47.5 萬0.2%−337−0.7%減碼歷史
CFLTConfluent, Inc.CLASS A COM16,367$45.8 萬0.2%00.0%不變歷史
iShares Inc464286103MSCI AUST ETF19,067$45.5 萬0.2%00.0%不變–
AMPLAmplitude, Inc.Stock37,415$39.5 萬0.1%−450−1.2%減碼歷史
RIGTransocean Ltd.REGISTERED SHS104,128$39.0 萬0.1%+6,916+7.1%加碼歷史
RHRHCOM972$38.3 萬0.1%−10−1.0%減碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF2,647$36.4 萬0.1%−1,863−41.3%減碼–
TWLOTwilio IncCL A3,327$36.0 萬0.1%−3,489−51.2%減碼歷史
GLDSPDR Gold TrustETF1,437$34.8 萬0.1%−619−30.1%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF832$33.4 萬0.1%00.0%不變–
GOGrocery Outlet Holding Corp.COM20,370$31.8 萬0.1%+765+3.9%加碼歷史
ADBEAdobe Inc.Stock713$31.7 萬0.1%00.0%不變歷史
STKLSunOpta Inc.COM38,604$29.7 萬0.1%−73−0.2%減碼歷史
CPRICapri Holdings LtdSHS14,092$29.7 萬0.1%−8,454−37.5%減碼歷史
PIMCO ETF Tr72201R718ENHNCD LW DUR AC3,032$28.8 萬0.1%00.0%不變–
CVXChevron CorpStock1,945$28.2 萬0.1%−2,462−55.9%減碼歷史
iShares Russell 2000 ETF464287655ETF1,232$27.2 萬0.1%−1,134−47.9%減碼–
NLYAnnaly Capital Management IncREIT14,715$26.9 萬0.1%−14,350−49.4%減碼歷史
EGOEldorado Gold CorpCOM18,000$26.8 萬0.1%00.0%不變歷史
NOWServiceNow, Inc.Stock249$26.4 萬0.1%−14−5.3%減碼歷史
iShares Select Dividend ETF464287168ETF1,944$25.5 萬0.1%00.0%不變–
iShares Core Dividend Growth ETF46434V621ETF3,934$24.1 萬0.1%−21,835−84.7%減碼–
SBUXStarbucks CorpStock2,556$23.3 萬0.1%00.0%不變歷史
JNJJohnson & JohnsonStock1,523$22.0 萬0.1%−1,004−39.7%減碼歷史
Vanguard Information Technology ETF92204A702ETF333$20.7 萬0.1%−14−4.0%減碼–
iShares Tr46434V381FUTU EXPO TE ETF3,445$20.6 萬0.1%00.0%不變–
LLYEli Lilly & CoStock259$20.0 萬0.1%00.0%不變歷史
PLDPrologis, Inc.REIT1,867$19.7 萬0.1%−162−8.0%減碼歷史
HTGCHercules Capital, Inc.COM9,759$19.6 萬0.1%00.0%不變歷史
APAAPA CorpStock7,963$18.4 萬0.1%+284+3.7%加碼歷史
Vanguard Whitehall FDS921946810INTL DVD ETF2,228$17.8 萬0.1%−413−15.6%減碼–
PFEPfizer IncStock5,738$15.2 萬0.1%+79+1.4%加碼歷史
Advisorshares Tr00768Y453PURE US CANN ETF36,632$14.0 萬0.1%−20,000−35.3%減碼–
COSTCostco Wholesale CorpStock142$13.0 萬<0.1%00.0%不變歷史
NXHNeighborhood Intelligence, Inc.COM25,612$12.6 萬<0.1%−4,208−14.1%減碼歷史
MRKMerck & Co., Inc.Stock1,264$12.6 萬<0.1%00.0%不變歷史
NKENIKE, Inc.Stock1,567$11.9 萬<0.1%00.0%不變歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF4,709$11.7 萬<0.1%00.0%不變–
iShares Tr464288257MSCI ACWI ETF965$11.3 萬<0.1%00.0%不變–
KVUEKenvue Inc.Stock5,022$10.7 萬<0.1%−500−9.1%減碼歷史
ALBAlbemarle CorpStock1,124$9.68 萬<0.1%−8−0.7%減碼歷史
ARCCAres Capital CorpCEF4,302$9.42 萬<0.1%00.0%不變歷史
HDHome Depot, Inc.Stock226$8.80 萬<0.1%−258−53.3%減碼歷史
SPYSPDR S&P 500 ETF TrustETF141$8.26 萬<0.1%−580−80.4%減碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF1,780$7.84 萬<0.1%00.0%不變–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL1,610$7.78 萬<0.1%00.0%不變–
CRONCronos Group Inc.COM37,935$7.66 萬<0.1%00.0%不變歷史
RSReliance, Inc.COM250$6.73 萬<0.1%00.0%不變歷史
AAgilent Technologies, Inc.COM487$6.54 萬<0.1%00.0%不變歷史
CRMSalesforce, Inc.Stock187$6.25 萬<0.1%−1,529−89.1%減碼歷史
ETNEaton Corp plcStock187$6.21 萬<0.1%−44−19.0%減碼歷史
WMTWalmart Inc.Stock678$6.13 萬<0.1%00.0%不變歷史
ROKURoku, IncCOM CL A801$5.95 萬<0.1%00.0%不變歷史

2024 年第 3 季之後清倉（78 檔）

2024 年第 3 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 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
SFBSServisFirst Bancshares, Inc.COM35,450$285.2 萬0.9%歷史
Schwab U.S. Large-Cap Value ETF808524409ETF35,128$282.3 萬0.9%–
Vanguard Morningstar Growth ETF922908736ETF6,122$235.0 萬0.7%–
Bondbloxx ETF Trust09789C887CCC RT USD HI YL58,829$234.2 萬0.7%–
Schwab Strategic Tr808524862SHT TM US TRES44,242$216.7 萬0.7%–
Fidelity MSCI Utilities Index ETF316092865ETF39,546$204.9 萬0.6%–
Schwab US Aggregate Bond ETF808524839ETF37,956$180.4 萬0.6%–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD20,945$166.3 萬0.5%–
Schwab U.S. Small-Cap ETF808524607ETF29,540$152.1 萬0.5%–
Schwab U.S. Mid-Cap ETF808524508ETF17,612$146.3 萬0.5%–
Vanguard Star FDS921909768VG TL INTL STK F18,420$119.3 萬0.4%–
Schwab U.S. Large-Cap Growth ETF808524300ETF10,937$113.9 萬0.4%–
Schwab Fundamental U.S. Large Company ETF808524771ETF15,582$111.8 萬0.3%–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF16,287$110.0 萬0.3%–
Fidelity Covington Trust316092857MSCI RL EST ETF17,594$51.9 萬0.2%–
EPDEnterprise Products Partners L.P.Stock16,764$48.8 萬0.2%歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF1,520$34.3 萬0.1%–
NEMNEWMONT CorpStock6,330$33.8 萬0.1%歷史
LWLamb Weston Holdings, Inc.Stock4,248$27.5 萬0.1%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF996$26.3 萬0.1%–
Schwab U.S. Large-Cap ETF808524201ETF3,371$22.9 萬0.1%–
State Street Financial Select Sector SPDR ETF81369Y605ETF4,855$22.0 萬0.1%–
ENBEnbridge IncStock5,410$22.0 萬0.1%歷史
iShares Semiconductor ETF464287523ETF925$21.3 萬0.1%–
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,225$18.0 萬0.1%–
Vanguard Dividend Appreciation ETF921908844ETF889$17.6 萬0.1%–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF2,835$15.0 萬<0.1%–
CBChubb LtdStock443$12.8 萬<0.1%歷史
iShares Tr46435U713US INFRASTRUC2,600$12.2 萬<0.1%–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF2,638$12.0 萬<0.1%–
WSOWatsco IncCOM230$11.3 萬<0.1%歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF645$10.8 萬<0.1%–
Vanguard Energy ETF92204A306ETF817$10.0 萬<0.1%–
ORCLOracle CorpStock573$9.76 萬<0.1%歷史
ORealty Income CorpREIT1,475$9.35 萬<0.1%歷史
RTXRTX CorpStock750$9.09 萬<0.1%歷史
ETEnergy Transfer LPCOM UT LTD PTN5,000$8.03 萬<0.1%歷史
MSMorgan StanleyStock684$7.13 萬<0.1%歷史
Vanguard Total Bond Market ETF921937835ETF750$5.63 萬<0.1%–
Schwab Fundamental International Equity ETF808524755ETF1,300$4.86 萬<0.1%–
AFLAflac IncStock386$4.32 萬<0.1%歷史
TFCTruist Financial CorpCOM1,000$4.28 萬<0.1%歷史
WisdomTree Tr97717X669US QTLY DIV GRT497$4.14 萬<0.1%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF300$4.06 萬<0.1%–
iShares Core S&P 500 ETF464287200ETF67$3.86 萬<0.1%–
PRMWPrimo Water CorpCOM1,500$3.79 萬<0.1%歷史
Vanguard Short-Term Bond ETF921937827ETF450$3.54 萬<0.1%–
BABoeing CoStock200$3.04 萬<0.1%歷史
UPSUnited Parcel Service IncStock202$2.75 萬<0.1%歷史
CICigna GroupStock79$2.74 萬<0.1%歷史
Vanguard Utilities ETF92204A876ETF153$2.66 萬<0.1%–
NSCNorfolk Southern CorpStock107$2.66 萬<0.1%歷史
AXPAmerican Express CoStock89$2.41 萬<0.1%歷史
UNPUnion Pacific CorpStock84$2.07 萬<0.1%歷史
PGRProgressive CorpStock78$1.98 萬<0.1%歷史
DUKDuke Energy CORPStock169$1.95 萬<0.1%歷史
MCKMcKesson CorpStock39$1.93 萬<0.1%歷史
SOSouthern CoStock211$1.90 萬<0.1%歷史
GDGeneral Dynamics CorpStock61$1.84 萬<0.1%歷史
State Street Materials Select Sector SPDR ETF81369Y100ETF175$1.69 萬<0.1%–
TGTTarget CorpStock97$1.51 萬<0.1%歷史
KKRKKR & Co. Inc.COM109$1.42 萬<0.1%歷史
NOCNorthrop Grumman CorpStock26$1.37 萬<0.1%歷史
COPConocoPhillipsStock130$1.37 萬<0.1%歷史
iShares Tr46434V4070-5YR HI YL CP305$1.32 萬<0.1%–
Vanguard Total World Stock ETF922042742ETF100$1.20 萬<0.1%–
Vanguard Real Estate ETF922908553ETF114$1.11 萬<0.1%–
LOWLowes Companies IncStock40$1.08 萬<0.1%歷史
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF225$1.03 萬<0.1%–
NDAQNasdaq, Inc.COM140$1.02 萬<0.1%歷史
MARMarriott International IncStock39$9,695<0.1%歷史
BXBlackstone Inc.COM50$7,657<0.1%歷史
RUMRUM Group Inc.Stock1,100$5,896<0.1%歷史
Investment Managers Ser Tr I46144X867AXS TSLA BEAR DL245$4,515<0.1%–
XYZBlock, Inc.CL A40$2,685<0.1%歷史
CNCCentene CorpStock11$828<0.1%歷史
SCHWSchwab Charles CorpStock10$648<0.1%歷史
Schwab Strategic Tr808524789FUNDAMENTAL US B2$141<0.1%–