Cedar Wealth Management, LLC
- SEC CIK
- 0001665642
- 最新申報
- 2026/8/12
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/12 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 244
- 較 2025 年第 2 季 +14
- 總值
- $3.26 億
- 較 2025 年第 2 季 +$3,108 萬 (+10.5%)
| 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 | $6,599 萬 | 20.2% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,445,656 | $3,947 萬 | 12.1% | +160,249+12.5% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 541,680 | $3,116 萬 | 9.5% | +64,506+13.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E214 | S&P INTL QULTY | 813,645 | $2,738 萬 | 8.4% | +31,046+4.0% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 202,551 | $2,399 萬 | 7.4% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 136,678 | $1,553 萬 | 4.8% | −5,727−4.0% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 74,851 | $1,214 萬 | 3.7% | −3,665−4.7% | 減碼 | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 302,298 | $1,166 萬 | 3.6% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 13,105 | $802.5 萬 | 2.5% | +4,837+58.5% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 97,336 | $713.4 萬 | 2.2% | +2,834+3.0% | 加碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 17,725 | $671.7 萬 | 2.1% | −300−1.7% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 89,333 | $590.1 萬 | 1.8% | −5,587−5.9% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 66,595 | $531.4 萬 | 1.6% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 15,959 | $388.0 萬 | 1.2% | −224−1.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 15,374 | $337.6 萬 | 1.0% | +47+0.3% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 49,155 | $307.1 萬 | 0.9% | −138−0.3% | 減碼 | 歷史 |
| Series Portfolios Tr81752T528 | ELDRIDGE BBB B | 100,477 | $269.5 萬 | 0.8% | +5,881+6.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 14,172 | $264.4 萬 | 0.8% | −300−2.1% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,107 | $257.4 萬 | 0.8% | +2,347+30.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,246 | $219.9 萬 | 0.7% | −13−0.3% | 減碼 | 歷史 |
| iShares Inc46434G822 | MSCI JAPAN ETF | 26,231 | $210.4 萬 | 0.6% | 00.0% | 不變 | – |
| Invesco Actively Managed Exc46090A721 | AAA CLO FLTNG RT | 76,714 | $196.5 萬 | 0.6% | +7,562+10.9% | 加碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 4,784 | $159.2 萬 | 0.5% | 00.0% | 不變 | – |
| NGNovagold Resources Inc | COM NEW | 176,503 | $155.3 萬 | 0.5% | −86,936−33.0% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,576 | $154.7 萬 | 0.5% | −40−1.5% | 減碼 | – |
| USBUS Bancorp DE | COM NEW | 31,918 | $154.3 萬 | 0.5% | −599−1.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,663 | $122.1 萬 | 0.4% | +83+5.3% | 加碼 | 歷史 |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 26,712 | $110.1 萬 | 0.3% | −4,012−13.1% | 減碼 | – |
| WisdomTree Tr97717X610 | EURO QTLY DIV GR | 31,134 | $109.6 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Inc464286509 | MSCI CDA ETF | 20,666 | $104.5 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 24,812 | $98.3 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,047 | $97.9 萬 | 0.3% | −131−3.1% | 減碼 | – |
| IAUiShares Gold Trust | ETF | 13,365 | $97.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,639 | $88.0 萬 | 0.3% | +15+0.3% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 16,379 | $87.5 萬 | 0.3% | 00.0% | 不變 | – |
| Flexshares Tr33939L860 | QUALT DIVD IDX | 9,967 | $79.1 萬 | 0.2% | 00.0% | 不變 | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 9,576 | $76.6 萬 | 0.2% | 00.0% | 不變 | – |
| SITMSITIME Corp | COM | 2,377 | $71.6 萬 | 0.2% | +2,377 | 新進 | 歷史 |
| ASMLASML Holding NV | ADR | 715 | $69.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,798 | $67.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr46436E403 | MSCI US GARP ETF | 9,805 | $64.4 萬 | 0.2% | +9,805 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,212 | $60.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,800 | $59.4 萬 | 0.2% | −1,020−36.2% | 減碼 | 歷史 |
| RIGTransocean Ltd. | REGISTERED SHS | 190,028 | $59.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 47,978 | $57.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLBEGlobal-E Online Ltd. | SHS | 16,006 | $57.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RHRH | COM | 2,575 | $52.3 萬 | 0.2% | +153+6.3% | 加碼 | 歷史 |
| iShares Inc464286103 | MSCI AUST ETF | 19,067 | $51.5 萬 | 0.2% | 00.0% | 不變 | – |
| OXYOccidental Petroleum Corp | Stock | 10,574 | $50.0 萬 | 0.2% | −20.0% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 5,786 | $48.8 萬 | 0.1% | +688+13.5% | 加碼 | 歷史 |
| SDRLSEADRILL Ltd | COM | 15,380 | $46.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 7,676 | $45.2 萬 | 0.1% | +47+0.6% | 加碼 | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 14,519 | $45.0 萬 | 0.1% | 00.0% | 不變 | – |
| BBarrick Mining Corp | Stock | 13,240 | $43.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HIMSHims & Hers Health, Inc. | Stock | 7,446 | $42.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 10,405 | $40.8 萬 | 0.1% | +10,405 | 新進 | 歷史 |
| AMPLAmplitude, Inc. | Stock | 37,415 | $40.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,149 | $39.2 萬 | 0.1% | +88+8.3% | 加碼 | 歷史 |
| WDSWoodside Energy Group Ltd | ADR | 25,923 | $39.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 832 | $39.0 萬 | 0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,647 | $36.8 萬 | 0.1% | 00.0% | 不變 | – |
| PRGOPERRIGO Co plc | SHS | 16,470 | $36.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 3,632 | $36.6 萬 | 0.1% | +3,632 | 新進 | – |
| TAT&T Inc. | Stock | 11,895 | $33.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TWLOTwilio Inc | CL A | 3,327 | $33.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,103 | $32.7 萬 | 0.1% | +130+6.6% | 加碼 | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 14,715 | $29.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ARDCAres Dynamic Credit Allocation Fund, Inc. | COM | 20,927 | $29.4 萬 | 0.1% | +761+3.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 815 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 3,195 | $28.6 萬 | 0.1% | +2+0.1% | 加碼 | – |
| CPRICapri Holdings Ltd | SHS | 14,092 | $28.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 1,826 | $27.5 萬 | 0.1% | +1,826 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 3,934 | $26.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Select Dividend ETF464287168 | ETF | 1,840 | $26.1 萬 | 0.1% | −104−5.3% | 減碼 | – |
| VALValaris Ltd | CL A | 5,291 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 25,612 | $25.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 333 | $24.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 3,445 | $24.8 萬 | 0.1% | 00.0% | 不變 | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 5,505 | $24.1 萬 | 0.1% | −5,504−50.0% | 減碼 | – |
| EGOEldorado Gold Corp | COM | 8,100 | $23.4 萬 | 0.1% | −4,500−35.7% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 658 | $23.2 萬 | 0.1% | −66−9.1% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 249 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NENoble Corp plc | ORD SHS A | 8,035 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| STKLSunOpta Inc. | COM | 38,604 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,556 | $21.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 2,168 | $20.8 萬 | 0.1% | −102−4.5% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 263 | $20.1 萬 | 0.1% | −3−1.1% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,168 | $19.4 萬 | 0.1% | 00.0% | 不變 | – |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 36,632 | $17.5 萬 | 0.1% | 00.0% | 不變 | – |
| HTGCHercules Capital, Inc. | COM | 8,959 | $16.9 萬 | 0.1% | −800−8.2% | 減碼 | 歷史 |
| ProShares Tr74347G192 | ULTRAPRO SHT QQQ | 10,000 | $15.2 萬 | <0.1% | +10,000 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 227 | $15.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 4,709 | $14.8 萬 | <0.1% | 00.0% | 不變 | – |
| AMDAdvanced Micro Devices Inc | Stock | 902 | $14.6 萬 | <0.1% | +246+37.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 155 | $14.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 855 | $14.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MPLXMPLX LP | COM UNIT REP LTD | 2,843 | $14.2 萬 | <0.1% | +543+23.6% | 加碼 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 6,845 | $13.5 萬 | <0.1% | +6,845 | 新進 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 965 | $13.3 萬 | <0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 4,919 | $12.5 萬 | <0.1% | −681−12.2% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（10 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AZNAstraZeneca PLC | SPONSORED ADR | 534 | $3.73 萬 | <0.1% | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 429 | $1.83 萬 | <0.1% | – |
| ALSumisho Air Lease Corp | CL A | 225 | $1.32 萬 | <0.1% | 歷史 |
| NUENucor Corp | COM | 100 | $1.30 萬 | <0.1% | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 375 | $1.06 萬 | <0.1% | 歷史 |
| TDGTransDigm Group INC | COM | 7 | $1.06 萬 | <0.1% | 歷史 |
| QCOMQualcomm Inc | Stock | 39 | $6,211 | <0.1% | 歷史 |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 420 | $3,379 | <0.1% | 歷史 |
| STZConstellation Brands, Inc. | Stock | 10 | $1,627 | <0.1% | 歷史 |
| SWKSSkyworks Solutions, Inc. | Stock | 14 | $1,043 | <0.1% | 歷史 |