Cedar Wealth Management, LLC
- SEC CIK
- 0001665642
- 最新申報
- 2026/8/12
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/8 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 230
- 較 2025 年第 1 季 +36
- 總值
- $2.95 億
- 較 2025 年第 1 季 +$1,415 萬 (+5.0%)
| 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 | $6,111 萬 | 20.7% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,285,407 | $3,406 萬 | 11.5% | +18,876+1.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E214 | S&P INTL QULTY | 782,599 | $2,581 萬 | 8.7% | +579+0.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 477,174 | $2,486 萬 | 8.4% | +10,869+2.3% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 202,551 | $2,221 萬 | 7.5% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 142,405 | $1,534 萬 | 5.2% | −1,623−1.1% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 78,516 | $1,430 萬 | 4.8% | −54,463−41.0% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 302,298 | $1,083 萬 | 3.7% | 00.0% | 不變 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 94,502 | $673.4 萬 | 2.3% | −562−0.6% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 18,025 | $632.7 萬 | 2.1% | +2,591+16.8% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 94,920 | $556.5 萬 | 1.9% | −4,522−4.5% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 66,595 | $516.1 萬 | 1.7% | +10.0% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,268 | $469.6 萬 | 1.6% | +258+3.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 15,327 | $336.3 萬 | 1.1% | +48+0.3% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 49,293 | $332.4 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 16,183 | $285.2 萬 | 1.0% | +4,187+34.9% | 加碼 | 歷史 |
| Series Portfolios Tr81752T528 | ELDRIDGE BBB B | 94,596 | $252.9 萬 | 0.9% | +5,738+6.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 14,472 | $228.6 萬 | 0.8% | +391+2.8% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,259 | $211.9 萬 | 0.7% | −38−0.9% | 減碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 26,231 | $196.7 萬 | 0.7% | 00.0% | 不變 | – |
| Invesco Actively Managed Exc46090A721 | AAA CLO FLTNG RT | 69,152 | $176.8 萬 | 0.6% | +21,989+46.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 7,760 | $159.2 萬 | 0.5% | +630+8.8% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 32,517 | $147.1 萬 | 0.5% | +77+0.2% | 加碼 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 4,784 | $145.6 萬 | 0.5% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,616 | $144.3 萬 | 0.5% | +50+1.9% | 加碼 | – |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 30,724 | $126.1 萬 | 0.4% | +110.0% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,580 | $116.6 萬 | 0.4% | +11+0.7% | 加碼 | 歷史 |
| WisdomTree Tr97717X610 | EURO QTLY DIV GR | 31,134 | $108.3 萬 | 0.4% | 00.0% | 不變 | – |
| NGNovagold Resources Inc | COM NEW | 263,439 | $107.7 萬 | 0.4% | +65,573+33.1% | 加碼 | 歷史 |
| iShares Inc464286509 | MSCI CDA ETF | 20,666 | $95.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 24,812 | $94.2 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,178 | $90.2 萬 | 0.3% | +2,946+239.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,624 | $84.0 萬 | 0.3% | +562+13.8% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 13,365 | $83.3 萬 | 0.3% | +78+0.6% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 16,379 | $79.0 萬 | 0.3% | 00.0% | 不變 | – |
| AVGOBroadcom Inc. | Stock | 2,820 | $77.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L860 | QUALT DIVD IDX | 9,967 | $72.9 萬 | 0.2% | 00.0% | 不變 | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 9,576 | $70.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,798 | $64.0 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,212 | $58.9 萬 | 0.2% | +29+2.5% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 715 | $57.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLBEGlobal-E Online Ltd. | SHS | 16,006 | $53.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 47,978 | $52.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Inc464286103 | MSCI AUST ETF | 19,067 | $50.2 萬 | 0.2% | 00.0% | 不變 | – |
| RIGTransocean Ltd. | REGISTERED SHS | 190,028 | $49.2 萬 | 0.2% | +65,486+52.6% | 加碼 | 歷史 |
| AMPLAmplitude, Inc. | Stock | 37,415 | $46.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RHRH | COM | 2,422 | $45.8 萬 | 0.2% | +1,200+98.2% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 7,629 | $44.8 萬 | 0.2% | +48+0.6% | 加碼 | – |
| OXYOccidental Petroleum Corp | Stock | 10,576 | $44.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 11,009 | $44.2 萬 | 0.1% | −5,504−33.3% | 減碼 | – |
| PRGOPERRIGO Co plc | SHS | 16,470 | $44.0 萬 | 0.1% | −5,496−25.0% | 減碼 | 歷史 |
| iShares Inc464286400 | MSCI BRAZIL ETF | 14,519 | $41.9 萬 | 0.1% | +14,519 | 新進 | – |
| TWLOTwilio Inc | CL A | 3,327 | $41.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SDRLSEADRILL Ltd | COM | 15,380 | $40.4 萬 | 0.1% | +4,697+44.0% | 加碼 | 歷史 |
| WDSWoodside Energy Group Ltd | ADR | 25,923 | $40.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,061 | $37.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 7,446 | $37.1 萬 | 0.1% | +7,446 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,647 | $35.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 832 | $35.3 萬 | 0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 11,895 | $34.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NEMNEWMONT Corp | Stock | 5,098 | $29.7 萬 | 0.1% | −25,589−83.4% | 減碼 | 歷史 |
| ARDCAres Dynamic Credit Allocation Fund, Inc. | COM | 20,166 | $28.7 萬 | 0.1% | −4,961−19.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 1,973 | $28.3 萬 | 0.1% | +28+1.4% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,193 | $28.2 萬 | 0.1% | +267+9.1% | 加碼 | – |
| ADBEAdobe Inc. | Stock | 724 | $28.0 萬 | 0.1% | −851−54.0% | 減碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 14,715 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BBarrick Mining Corp | Stock | 13,240 | $27.6 萬 | 0.1% | +13,240 | 新進 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,944 | $25.8 萬 | 0.1% | 00.0% | 不變 | – |
| EGOEldorado Gold Corp | COM | 12,600 | $25.6 萬 | 0.1% | −5,400−30.0% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 249 | $25.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 3,934 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| CPRICapri Holdings Ltd | SHS | 14,092 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 815 | $24.8 萬 | 0.1% | −622−43.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,556 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 3,445 | $22.5 萬 | 0.1% | 00.0% | 不變 | – |
| STKLSunOpta Inc. | COM | 38,604 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VALValaris Ltd | CL A | 5,291 | $22.3 萬 | 0.1% | +5,291 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 333 | $22.1 萬 | 0.1% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 2,270 | $21.8 萬 | 0.1% | −100−4.2% | 減碼 | – |
| NENoble Corp plc | ORD SHS A | 8,035 | $21.3 萬 | 0.1% | +8,035 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 266 | $20.7 萬 | 0.1% | +7+2.7% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,168 | $19.5 萬 | 0.1% | −60−2.7% | 減碼 | – |
| HTGCHercules Capital, Inc. | COM | 9,759 | $17.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 25,612 | $17.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APAAPA Corp | Stock | 8,724 | $16.0 萬 | 0.1% | +761+9.6% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 155 | $15.4 萬 | 0.1% | +13+9.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 227 | $14.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 4,709 | $13.8 萬 | <0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 5,600 | $13.6 萬 | <0.1% | +81+1.5% | 加碼 | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 965 | $12.4 萬 | <0.1% | 00.0% | 不變 | – |
| MPLXMPLX LP | COM UNIT REP LTD | 2,300 | $11.8 萬 | <0.1% | +2,300 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 1,567 | $11.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 855 | $10.5 萬 | <0.1% | +786+1,139.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,318 | $10.4 萬 | <0.1% | +54+4.3% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 4,302 | $9.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 656 | $9.31 萬 | <0.1% | +200+43.9% | 加碼 | 歷史 |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 36,632 | $8.83 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,780 | $8.80 萬 | <0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 226 | $8.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 824 | $8.06 萬 | <0.1% | +146+21.5% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（8 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Barrick Gold Corp067901108 | COM | 64,739 | $125.9 萬 | 0.4% | – |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 9,588 | $54.9 萬 | 0.2% | – |
| GOGrocery Outlet Holding Corp. | COM | 20,370 | $28.5 萬 | 0.1% | 歷史 |
| NBISNebius Group N.V. | Stock | 10,785 | $22.8 萬 | 0.1% | 歷史 |
| PINSPinterest, Inc. | CL A | 2,979 | $9.23 萬 | <0.1% | 歷史 |
| ROKURoku, Inc | COM CL A | 801 | $5.64 萬 | <0.1% | 歷史 |
| EMREmerson Electric Co | Stock | 167 | $1.83 萬 | <0.1% | 歷史 |
| Investment Managers Ser Tr I46144X123 | TRADR 2X SHORT | 38 | $1,740 | <0.1% | – |