Cedar Wealth Management, LLC
- SEC CIK
- 0001665642
- 最新申報
- 2026/8/12
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/9 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 194
- 較 2024 年第 4 季 +2
- 總值
- $2.81 億
- 較 2024 年第 4 季 +$454.0 萬 (+1.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 201,071 | $5,526 萬 | 19.7% | −1,010−0.5% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,266,531 | $3,541 萬 | 12.6% | +9,610+0.8% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E214 | S&P INTL QULTY | 782,020 | $2,341 萬 | 8.3% | −4,730−0.6% | 減碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 466,305 | $2,146 萬 | 7.6% | +45,878+10.9% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 132,979 | $2,111 萬 | 7.5% | −7,287−5.2% | 減碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 202,551 | $1,984 萬 | 7.1% | −3,654−1.8% | 減碼 | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 144,028 | $1,439 萬 | 5.1% | −629−0.4% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 302,298 | $997.3 萬 | 3.5% | 00.0% | 不變 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 95,064 | $630.7 萬 | 2.2% | +40.0% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 99,442 | $596.9 萬 | 2.1% | −18,182−15.5% | 減碼 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 15,434 | $490.2 萬 | 1.7% | +425+2.8% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 66,594 | $467.6 萬 | 1.7% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,010 | $411.6 萬 | 1.5% | +1,966+32.5% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 49,293 | $334.5 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,279 | $290.7 萬 | 1.0% | +162+1.1% | 加碼 | 歷史 |
| Series Portfolios Tr81752T528 | ELDRIDGE BBB B | 88,858 | $236.1 萬 | 0.8% | +88,858 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 11,996 | $185.5 萬 | 0.7% | +319+2.7% | 加碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 26,231 | $179.8 萬 | 0.6% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 4,297 | $161.3 萬 | 0.6% | +114+2.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 7,130 | $158.4 萬 | 0.6% | +385+5.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 14,081 | $152.6 萬 | 0.5% | +3,031+27.4% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 30,687 | $148.2 萬 | 0.5% | +30,687 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 32,440 | $137.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 4,784 | $129.6 萬 | 0.5% | 00.0% | 不變 | – |
| Barrick Gold Corp067901108 | COM | 64,739 | $125.9 萬 | 0.4% | +1,800+2.9% | 加碼 | – |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 30,713 | $124.0 萬 | 0.4% | −5,915−16.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,566 | $120.3 萬 | 0.4% | +118+4.8% | 加碼 | – |
| Invesco Actively Managed Exc46090A721 | AAA CLO FLTNG RT | 47,163 | $120.2 萬 | 0.4% | +47,163 | 新進 | – |
| WisdomTree Tr97717X610 | EURO QTLY DIV GR | 31,134 | $101.4 萬 | 0.4% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 1,569 | $90.4 萬 | 0.3% | −24−1.5% | 減碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 24,812 | $90.0 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Inc464286509 | MSCI CDA ETF | 20,666 | $84.2 萬 | 0.3% | 00.0% | 不變 | – |
| IAUiShares Gold Trust | ETF | 13,287 | $78.3 萬 | 0.3% | +13,166+10,881.0% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 16,379 | $71.6 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,062 | $70.4 萬 | 0.3% | +4,062 | 新進 | – |
| Flexshares Tr33939L860 | QUALT DIVD IDX | 9,967 | $68.1 萬 | 0.2% | 00.0% | 不變 | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 9,576 | $66.9 萬 | 0.2% | 00.0% | 不變 | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 16,513 | $64.1 萬 | 0.2% | −5,504−25.0% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,183 | $63.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,798 | $61.9 萬 | 0.2% | 00.0% | 不變 | – |
| BABAAlibaba Group Holding Ltd | ADR | 4,664 | $61.7 萬 | 0.2% | −4,991−51.7% | 減碼 | 歷史 |
| PRGOPERRIGO Co plc | SHS | 21,966 | $61.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 1,575 | $60.4 萬 | 0.2% | +862+120.9% | 加碼 | 歷史 |
| NGNovagold Resources Inc | COM NEW | 197,866 | $57.8 萬 | 0.2% | +27,079+15.9% | 加碼 | 歷史 |
| GLBEGlobal-E Online Ltd. | SHS | 16,006 | $57.1 萬 | 0.2% | −12,576−44.0% | 減碼 | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 9,588 | $54.9 萬 | 0.2% | +9,588 | 新進 | – |
| OXYOccidental Petroleum Corp | Stock | 10,576 | $52.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 47,978 | $48.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ASMLASML Holding NV | ADR | 715 | $47.4 萬 | 0.2% | −4−0.6% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,820 | $47.2 萬 | 0.2% | +2,640+1,466.7% | 加碼 | 歷史 |
| iShares Inc464286103 | MSCI AUST ETF | 19,067 | $44.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 7,581 | $44.5 萬 | 0.2% | −1,405−15.6% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,437 | $41.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 124,542 | $39.5 萬 | 0.1% | +20,414+19.6% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,647 | $38.6 萬 | 0.1% | 00.0% | 不變 | – |
| AMPLAmplitude, Inc. | Stock | 37,415 | $38.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WDSWoodside Energy Group Ltd | ADR | 25,923 | $37.6 萬 | 0.1% | +25,923 | 新進 | 歷史 |
| VVisa Inc. | Stock | 1,061 | $37.2 萬 | 0.1% | −697−39.6% | 減碼 | 歷史 |
| ARDCAres Dynamic Credit Allocation Fund, Inc. | COM | 25,127 | $35.5 萬 | 0.1% | +25,127 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 11,895 | $33.6 萬 | 0.1% | −9,182−43.6% | 減碼 | 歷史 |
| TWLOTwilio Inc | CL A | 3,327 | $32.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 1,945 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EGOEldorado Gold Corp | COM | 18,000 | $30.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 832 | $30.1 萬 | 0.1% | 00.0% | 不變 | – |
| NLYAnnaly Capital Management Inc | REIT | 14,715 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RHRH | COM | 1,222 | $28.6 萬 | 0.1% | +250+25.7% | 加碼 | 歷史 |
| GOGrocery Outlet Holding Corp. | COM | 20,370 | $28.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPRICapri Holdings Ltd | SHS | 14,092 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SDRLSEADRILL Ltd | COM | 10,683 | $26.7 萬 | 0.1% | +10,683 | 新進 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,926 | $26.6 萬 | 0.1% | +2,926 | 新進 | – |
| iShares Select Dividend ETF464287168 | ETF | 1,944 | $26.1 萬 | 0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 2,556 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,232 | $24.6 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 3,934 | $24.3 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 1,382 | $22.9 萬 | 0.1% | −141−9.3% | 減碼 | 歷史 |
| NBISNebius Group N.V. | Stock | 10,785 | $22.8 萬 | 0.1% | +10,785 | 新進 | 歷史 |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 2,370 | $22.7 萬 | 0.1% | −662−21.8% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 259 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLDPrologis, Inc. | REIT | 1,867 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 3,445 | $19.8 萬 | 0.1% | 00.0% | 不變 | – |
| NOWServiceNow, Inc. | Stock | 249 | $19.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STKLSunOpta Inc. | COM | 38,604 | $18.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HTGCHercules Capital, Inc. | COM | 9,759 | $18.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,228 | $18.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 333 | $18.1 萬 | 0.1% | 00.0% | 不變 | – |
| APAAPA Corp | Stock | 7,963 | $16.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 25,612 | $14.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 5,519 | $14.0 萬 | <0.1% | −219−3.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 142 | $13.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 227 | $12.7 萬 | <0.1% | +86+61.0% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 4,709 | $12.3 萬 | <0.1% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 1,264 | $11.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 965 | $11.2 萬 | <0.1% | 00.0% | 不變 | – |
| KVUEKenvue Inc. | Stock | 4,272 | $10.2 萬 | <0.1% | −750−14.9% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 1,567 | $9.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 36,632 | $9.56 萬 | <0.1% | 00.0% | 不變 | – |
| ARCCAres Capital Corp | CEF | 4,302 | $9.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PINSPinterest, Inc. | CL A | 2,979 | $9.23 萬 | <0.1% | +2,979 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 226 | $8.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 1,124 | $8.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（10 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Agf Invts Tr00110G408 | US MARKET NETRL | 91,441 | $169.0 萬 | 0.6% | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 15,827 | $76.6 萬 | 0.3% | – |
| Cambria ETF Tr132061862 | TAIL RISK | 54,675 | $61.2 萬 | 0.2% | – |
| CFLTConfluent, Inc. | CLASS A COM | 16,367 | $45.8 萬 | 0.2% | 歷史 |
| VZVerizon Communications Inc | Stock | 1,000 | $4.00 萬 | <0.1% | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 754 | $3.61 萬 | <0.1% | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 261 | $1.85 萬 | <0.1% | – |
| GILDGilead Sciences, Inc. | Stock | 160 | $1.48 萬 | <0.1% | 歷史 |
| OKTAOkta, Inc. | CL A | 32 | $2,522 | <0.1% | 歷史 |
| NIEVirtus Equity & Convertible Income Fund | COM | 79 | $1,948 | <0.1% | 歷史 |