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Livermore
Livermore
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Cedar Wealth Management, LLC

SEC CIK
0001665642
最新申報
2026/8/12

2026 年第 1 季持倉

持倉截至 2026/3/31，2026/5/14 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。

機構總覽
持股檔數
89
較 2025 年第 4 季 −144
總值
$3.44 億
較 2025 年第 4 季 +$923.1 萬 (+2.8%)
申報日
2026/5/14
SEC
Cedar Wealth Management, LLC 在 2026 年第 1 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 ETF922908769ETF201,060$6,450 萬18.8%00.0%不變–
Schwab US Dividend Equity ETF808524797ETF1,437,761$4,411 萬12.8%−7,437−0.5%減碼–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 50582,044$3,175 萬9.2%+14,391+2.5%加碼–
Invesco Exch Traded FD Tr II46138E214S&P INTL QULTY821,923$2,907 萬8.5%+1,541+0.2%加碼–
Vanguard World FD921910733ESG US STK ETF202,272$2,271 萬6.6%−930.0%減碼–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF122,786$1,321 萬3.8%−4,212−3.3%減碼–
iShares Tr46436E7180-3 MTH TREASURY122,928$1,237 萬3.6%+119,296+3,284.6%加碼–
Dimensional U.S. Core Equity 2 ETF25434V708ETF302,298$1,175 萬3.4%00.0%不變–
PMPhilip Morris International Inc.Stock70,094$1,159 萬3.4%+67+0.1%加碼歷史
Vanguard S&P 500 ETF922908363ETF15,519$927.3 萬2.7%+667+4.5%加碼–
iShares Tr464287689RUSSELL 3000 ETF21,171$784.8 萬2.3%+2,781+15.1%加碼–
Invesco S&P 500 Quality ETF46137V241ETF99,671$749.4 萬2.2%+2,535+2.6%加碼–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF66,596$549.0 萬1.6%00.0%不變–
MOAltria Group, Inc.Stock81,649$538.8 萬1.6%−3,137−3.7%減碼歷史
GOOGLAlphabet Inc.Stock15,859$456.0 萬1.3%−100−0.6%減碼歷史
AMZNAmazon Com IncStock16,402$341.6 萬1.0%+984+6.4%加碼歷史
NVDANVIDIA CorpStock17,415$303.7 萬0.9%+3,243+22.9%加碼歷史
AAPLApple Inc.Stock11,856$300.9 萬0.9%+999+9.2%加碼歷史
Series Portfolios Tr81752T528ELDRIDGE BBB B115,781$297.0 萬0.9%+19,000+19.6%加碼–
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT48,873$268.0 萬0.8%+48,873新進–
MDLZMondelez International, Inc.Stock42,218$243.3 萬0.7%00.0%不變歷史
Invesco Actively Managed Exc46090A721AAA CLO FLTNG RT93,809$239.3 萬0.7%+19,595+26.4%加碼–
iShares Inc46434G822MSCI JAPAN ETF26,231$221.5 萬0.6%00.0%不變–
iShares Tr46436E403MSCI US GARP ETF31,929$204.2 萬0.6%+7,521+30.8%加碼–
METAMeta Platforms, Inc.Stock3,256$186.3 萬0.5%+1,130+53.2%加碼歷史
MSFTMicrosoft CorpStock4,679$173.2 萬0.5%+139+3.1%加碼歷史
iShares S&P 100 ETF464287101ETF4,784$152.2 萬0.4%00.0%不變–
Invesco QQQ Trust Series I46090E103ETF2,565$148.1 萬0.4%00.0%不變–
IAUiShares Gold TrustETF13,365$117.8 萬0.3%00.0%不變歷史
USBUS Bancorp DECOM NEW22,553$117.3 萬0.3%−6,001−21.0%減碼歷史
WESWestern Midstream Partners, LPCOM UNIT LP INT27,702$114.0 萬0.3%+27,702新進歷史
RIGTransocean Ltd.REGISTERED SHS171,874$114.0 萬0.3%−18,154−9.6%減碼歷史
iShares Inc464286509MSCI CDA ETF20,666$113.2 萬0.3%00.0%不變–
iShares Tr46434V803HDG MSCI EAFE24,812$105.4 萬0.3%00.0%不變–
NFLXNetflix IncStock10,814$104.0 萬0.3%+10,754+17,923.3%加碼歷史
iShares Tr464287234MSCI EMG MKT ETF16,379$93.0 萬0.3%00.0%不變–
NGNovagold Resources IncCOM NEW100,570$90.3 萬0.3%+604+0.6%加碼歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT4,639$89.0 萬0.3%00.0%不變–
NEMNEWMONT CorpStock7,786$84.3 萬0.2%00.0%不變歷史
ASMLASML Holding NVADR607$80.2 萬0.2%00.0%不變歷史
iShares Russell 2000 ETF464287655ETF3,197$79.3 萬0.2%−850−21.0%減碼–
Flexshares Tr33939L860QUALT DIVD IDX9,967$78.8 萬0.2%00.0%不變–
Flexshares Tr33939L845QLT DIV DEF IDX9,576$76.4 萬0.2%00.0%不變–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW6,690$73.4 萬0.2%+581+9.5%加碼–
Vanguard High Dividend Yield Index ETF921946406ETF4,798$71.1 萬0.2%00.0%不變–
iShares Tr46428743220 YR TR BD ETF7,698$66.7 萬0.2%+4,503+140.9%加碼–
RHRHCOM4,569$63.9 萬0.2%+2,147+88.6%加碼歷史
FCXFreeport-McMoran IncStock10,405$61.2 萬0.2%00.0%不變歷史
BRK.BBerkshire Hathaway IncStock1,212$58.1 萬0.2%00.0%不變歷史
iShares Inc464286400MSCI BRAZIL ETF14,519$55.7 萬0.2%00.0%不變–
AVGOBroadcom Inc.Stock1,800$55.7 萬0.2%00.0%不變歷史
FFord Motor CoStock47,978$55.4 萬0.2%00.0%不變歷史
BBarrick Mining CorpStock13,240$54.0 萬0.2%00.0%不變歷史
iShares Inc464286103MSCI AUST ETF19,067$52.9 萬0.2%00.0%不變–
WYFIWhiteFiber, Inc.SHS40,444$48.2 萬0.1%+40,444新進歷史
WDSWoodside Energy Group LtdADR19,481$46.5 萬0.1%−5,987−23.5%減碼歷史
SDRLSEADRILL LtdCOM9,800$44.6 萬0.1%−5,580−36.3%減碼歷史
LLYEli Lilly & CoStock474$43.6 萬0.1%00.0%不變歷史
TWLOTwilio IncCL A3,260$41.0 萬0.1%00.0%不變歷史
POETPoet Technologies Inc.COM NEW66,555$39.5 萬0.1%00.0%不變歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF2,647$38.8 萬0.1%00.0%不變–
Tidal Trust II88636R743DEFIANCE LARGE17,429$38.7 萬0.1%+17,429新進–
iShares Russell 1000 Growth ETF464287614ETF832$35.5 萬0.1%00.0%不變–
VVisa Inc.Stock1,149$34.7 萬0.1%00.0%不變歷史
NENoble Corp plcORD SHS A6,830$33.5 萬0.1%−1,205−15.0%減碼歷史
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS5,509$32.2 萬0.1%−2,212−28.6%減碼–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF4,098$31.4 萬0.1%+1,067+35.2%加碼–
ALBAlbemarle CorpStock1,669$30.0 萬0.1%00.0%不變歷史
CVXChevron CorpStock1,421$29.4 萬0.1%−682−32.4%減碼歷史
GLDSPDR Gold TrustETF673$29.0 萬0.1%−22−3.2%減碼歷史
MUMicron Technology IncStock855$28.9 萬0.1%00.0%不變歷史
iShares Select Dividend ETF464287168ETF1,840$27.9 萬0.1%00.0%不變–
iShares Core Dividend Growth ETF46434V621ETF3,934$27.6 萬0.1%00.0%不變–
NLYAnnaly Capital Management IncREIT12,307$26.0 萬0.1%+4,000+48.2%加碼歷史
MPLXMPLX LPCOM UNIT REP LTD4,546$25.9 萬0.1%+1,703+59.9%加碼歷史
VALValaris LtdCL A2,644$25.9 萬0.1%−2,664−50.2%減碼歷史
EGOEldorado Gold CorpCOM7,500$25.7 萬0.1%−600−7.4%減碼歷史
TAT&T Inc.Stock8,777$25.4 萬0.1%−2,931−25.0%減碼歷史
STKLSunOpta Inc.COM38,604$25.0 萬0.1%00.0%不變歷史
OXYOccidental Petroleum CorpStock3,848$25.0 萬0.1%00.0%不變歷史
CFRCullen/Frost Bankers, Inc.COM1,800$24.7 萬0.1%00.0%不變歷史
SITMSITIME CorpCOM686$23.7 萬0.1%−2,063−75.0%減碼歷史
iShares Tr46434V381FUTU EXPO TE ETF3,445$23.5 萬0.1%00.0%不變–
Vanguard Information Technology ETF92204A702ETF333$23.2 萬0.1%00.0%不變–
SBUXStarbucks CorpStock2,556$22.9 萬0.1%00.0%不變歷史
JPMJPMorgan Chase & CoStock692$20.4 萬0.1%00.0%不變歷史
CPRICapri Holdings LtdSHS11,129$19.6 萬0.1%00.0%不變歷史
Advisorshares Tr00768Y453PURE US CANN ETF34,359$12.2 萬<0.1%00.0%不變–
CRONCronos Group Inc.COM37,935$9.52 萬<0.1%00.0%不變歷史

2025 年第 4 季之後清倉（148 檔）

2025 年第 4 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 148 檔。

Cedar Wealth Management, LLC 在 2025 年第 4 季之後清倉的部位
證券類別2025 年第 4 季股數2025 年第 4 季市值2025 年第 4 季佔組合 %紀錄
WisdomTree Tr97717X610EURO QTLY DIV GR31,134$116.8 萬0.3%–
Flexshares Tr33939L662HIG YLD VL ETF26,132$106.4 萬0.3%–
GLBEGlobal-E Online Ltd.SHS16,006$62.9 萬0.2%歷史
ONTOOnto Innovation Inc.COM2,277$35.9 萬0.1%歷史
ADBEAdobe Inc.Stock658$23.0 萬0.1%歷史
AMDAdvanced Micro Devices IncStock936$20.0 萬0.1%歷史
Vanguard Whitehall FDS921946810INTL DVD ETF2,168$19.8 萬0.1%–
NOWServiceNow, Inc.Stock1,245$19.1 萬0.1%歷史
SPYSPDR S&P 500 ETF TrustETF227$15.5 萬<0.1%歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF4,709$15.4 萬<0.1%–
AMPLAmplitude, Inc.Stock13,204$15.3 萬<0.1%歷史
PIMCO ETF Tr72201R718ENHNCD LW DUR AC1,464$14.0 萬<0.1%–
iShares Tr464288257MSCI ACWI ETF965$13.7 萬<0.1%–
COSTCostco Wholesale CorpStock155$13.4 萬<0.1%歷史
HTGCHercules Capital, Inc.COM6,559$12.3 萬<0.1%歷史
PFEPfizer IncStock4,919$12.2 萬<0.1%歷史
MRKMerck & Co., Inc.Stock935$9.84 萬<0.1%歷史
HIMSHims & Hers Health, Inc.Stock2,982$9.68 萬<0.1%歷史
Vanguard Ftse Emerging Markets ETF922042858ETF1,780$9.57 萬<0.1%–
WMTWalmart Inc.Stock824$9.18 萬<0.1%歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF637$9.17 萬<0.1%–
iShares Tr464288448INTL SEL DIV ETF2,081$8.21 萬<0.1%–
ABBVAbbVie Inc.Stock356$8.12 萬<0.1%歷史
LRCXLam Research CorpStock470$8.05 萬<0.1%歷史
HDHome Depot, Inc.Stock226$7.78 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL1,610$7.73 萬<0.1%–
AMATApplied Materials IncStock265$6.80 萬<0.1%歷史
ARCCAres Capital CorpCEF3,302$6.68 萬<0.1%歷史
NKENIKE, Inc.Stock940$5.99 萬<0.1%歷史
ETNEaton Corp plcStock187$5.96 萬<0.1%歷史
VRTVertiv Holdings CoCOM CL A364$5.90 萬<0.1%歷史
iShares Tr4642874407-10 YR TRSY BD595$5.73 萬<0.1%–
KVUEKenvue Inc.Stock3,252$5.61 萬<0.1%歷史
DBX ETF Tr233051259XTRACKERS HIGH1,300$5.48 萬<0.1%–
DGDollar General CorpCOM409$5.43 萬<0.1%歷史
ARDCAres Dynamic Credit Allocation Fund, Inc.COM4,026$5.35 萬<0.1%歷史
iShares Tr4642886613 7 YR TREAS BD427$5.10 萬<0.1%–
Invesco Exch Traded FD Tr II46138E511PFD ETF4,429$4.98 萬<0.1%–
TSMTaiwan Semiconductor Manufacturing Co LtdADR162$4.92 萬<0.1%歷史
iShares Tr464288752US HOME CONS ETF477$4.59 萬<0.1%–
Vanguard Short-Term Bond ETF921937827ETF582$4.59 萬<0.1%–
BLKBlackRock, Inc.Stock42$4.50 萬<0.1%歷史
VanEck ETF Trust92189F106GOLD MINERS ETF509$4.37 萬<0.1%–
SOFISoFi Technologies, Inc.Stock1,665$4.36 萬<0.1%歷史
ADPAutomatic Data Processing IncStock167$4.30 萬<0.1%歷史
RSReliance, Inc.COM141$4.07 萬<0.1%歷史
Series Portfolios Tr81752T486PANAGRAM AAA1,565$3.99 萬<0.1%–
Vanguard Morningstar Value ETF922908744ETF198$3.78 萬<0.1%–
GOOGAlphabet Inc.Stock120$3.77 萬<0.1%歷史
VZVerizon Communications IncStock841$3.42 萬<0.1%歷史
BIDUBaidu, Inc.ADR260$3.40 萬<0.1%歷史
ICEIntercontinental Exchange, Inc.Stock208$3.37 萬<0.1%歷史
HOODRobinhood Markets, Inc.Stock286$3.23 萬<0.1%歷史
CRMSalesforce, Inc.Stock117$3.10 萬<0.1%歷史
MCHPMicrochip Technology IncStock468$2.98 萬<0.1%歷史
KLACKLA CorpCOM NEW22$2.67 萬<0.1%歷史
ETHVVanEck Ethereum ETFCOM600$2.61 萬<0.1%歷史
DVNDevon Energy CorpStock707$2.59 萬<0.1%歷史
XOMExxonMobil Holdings CorpCOM209$2.52 萬<0.1%歷史
PNNTPennantpark Investment CorpCOM3,940$2.35 萬<0.1%歷史
TMOThermo Fisher Scientific Inc.Stock37$2.14 萬<0.1%歷史
NXHNeighborhood Intelligence, Inc.COM3,881$2.12 萬<0.1%歷史
MELIMercadolibre IncCOM10$2.01 萬<0.1%歷史
Vanguard Ftse Developed Markets ETF921943858ETF318$1.99 萬<0.1%–
PAYXPaychex IncStock167$1.87 萬<0.1%歷史
APAAPA CorpStock761$1.86 萬<0.1%歷史
ABTAbbott LaboratoriesStock148$1.85 萬<0.1%歷史
ROPRoper Technologies IncStock37$1.65 萬<0.1%歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF398$1.61 萬<0.1%–
PEPPepsiCo IncStock109$1.56 萬<0.1%歷史
CSCOCisco Systems, Inc.Stock184$1.42 萬<0.1%歷史
AGNCAGNC Investment Corp.REIT1,220$1.31 萬<0.1%歷史
iShares Inc46434G764MSCI EMRG CHN157$1.14 萬<0.1%–
ProShares Bitcoin ETF74347G440ETF868$1.06 萬<0.1%–
BACBank of America CorpStock191$1.05 萬<0.1%歷史
JNJJohnson & JohnsonStock49$1.01 萬<0.1%歷史
PGProcter & Gamble CoStock65$9,364<0.1%歷史
INTCIntel CorpStock253$9,328<0.1%歷史
GDVGabelli Dividend & Income TrustCOM336$9,318<0.1%歷史
Vanguard World FD921910709EXTENDED DUR134$8,680<0.1%–
DTFDTF Tax-Free Income 2028 Term Fund IncCOM732$8,359<0.1%歷史
BABAAlibaba Group Holding LtdADR57$8,355<0.1%歷史
BBAIBigBear.ai Holdings, Inc.COM1,525$8,235<0.1%歷史
TTTrane Technologies plcSHS21$8,173<0.1%歷史
CVSCVS Health CorpStock101$7,983<0.1%歷史
INTUIntuit Inc.Stock12$7,949<0.1%歷史
PLDPrologis, Inc.REIT59$7,527<0.1%歷史
AMEAmetek IncCOM36$7,391<0.1%歷史
AEPAmerican Electric Power Co IncStock63$7,291<0.1%歷史
NVSNovartis AGADR50$6,894<0.1%歷史
IBMInternational Business Machines CorpStock23$6,735<0.1%歷史
ULTAUlta Beauty, Inc.Stock11$6,655<0.1%歷史
Alps ETF Tr00162Q452ALERIAN MLP140$6,581<0.1%–
J P Morgan Exchange Traded F46641Q324INTERNL GWT90$6,573<0.1%–
ZHZhihu Inc.SPONSORED ADS1,954$6,409<0.1%歷史
EDConsolidated Edison IncStock64$6,374<0.1%歷史
AMPAmeriprise Financial IncCOM13$6,374<0.1%歷史
VSTVistra Corp.Stock37$5,893<0.1%歷史
KOCoca Cola CoStock82$5,748<0.1%歷史
UNHUnitedHealth Group IncStock17$5,717<0.1%歷史