Cedar Wealth Management, LLC
- SEC CIK
- 0001665642
- 最新申報
- 2026/8/12
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/12 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 92
- 較 2026 年第 1 季 +3
- 總值
- $3.89 億
- 較 2026 年第 1 季 +$4,541 萬 (+13.2%)
| 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 | 200,645 | $7,425 萬 | 19.1% | −415−0.2% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,435,868 | $4,553 萬 | 11.7% | −1,893−0.1% | 減碼 | – |
| Invesco Exch Traded FD Tr II46138E214 | S&P INTL QULTY | 830,442 | $3,630 萬 | 9.3% | +8,519+1.0% | 加碼 | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 588,062 | $3,601 萬 | 9.3% | +6,018+1.0% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 202,193 | $2,674 萬 | 6.9% | −790.0% | 減碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 302,298 | $1,341 萬 | 3.4% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 100,836 | $1,233 萬 | 3.2% | −21,950−17.9% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 63,646 | $1,151 萬 | 3.0% | −6,448−9.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 15,891 | $1,091 萬 | 2.8% | +372+2.4% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 97,632 | $982.9 萬 | 2.5% | −25,296−20.6% | 減碼 | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 21,419 | $913.3 萬 | 2.3% | +248+1.2% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 99,671 | $898.0 萬 | 2.3% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 16,658 | $595.3 萬 | 1.5% | +799+5.0% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 66,597 | $589.6 萬 | 1.5% | +10.0% | 加碼 | – |
| MOAltria Group, Inc. | Stock | 73,101 | $526.0 萬 | 1.4% | −8,548−10.5% | 減碼 | 歷史 |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 76,766 | $462.8 萬 | 1.2% | +27,893+57.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 20,092 | $402.0 萬 | 1.0% | +2,677+15.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 16,678 | $397.5 萬 | 1.0% | +276+1.7% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 13,552 | $392.2 萬 | 1.0% | +1,696+14.3% | 加碼 | 歷史 |
| Series Portfolios Tr81752T528 | ELDRIDGE BBB B | 118,734 | $313.7 萬 | 0.8% | +2,953+2.6% | 加碼 | – |
| iShares Tr46436E403 | MSCI US GARP ETF | 33,633 | $277.6 萬 | 0.7% | +1,704+5.3% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 15,817 | $255.5 萬 | 0.7% | +15,817 | 新進 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 26,231 | $244.7 萬 | 0.6% | 00.0% | 不變 | – |
| Invesco Actively Managed Exc46090A721 | AAA CLO FLTNG RT | 93,809 | $240.0 萬 | 0.6% | 00.0% | 不變 | – |
| MDLZMondelez International, Inc. | Stock | 40,315 | $233.2 萬 | 0.6% | −1,903−4.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,905 | $220.3 萬 | 0.6% | +1,226+26.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,763 | $212.0 萬 | 0.5% | +507+15.6% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,530 | $186.3 萬 | 0.5% | −35−1.4% | 減碼 | – |
| iShares S&P 100 ETF464287101 | ETF | 4,784 | $175.0 萬 | 0.4% | 00.0% | 不變 | – |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 34,542 | $151.2 萬 | 0.4% | +6,840+24.7% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 21,253 | $128.4 萬 | 0.3% | −1,300−5.8% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 607 | $120.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Inc464286509 | MSCI CDA ETF | 20,666 | $119.1 萬 | 0.3% | 00.0% | 不變 | – |
| NFLXNetflix Inc | Stock | 16,489 | $117.7 萬 | 0.3% | +5,675+52.5% | 加碼 | 歷史 |
| SITMSITIME Corp | COM | 1,562 | $116.5 萬 | 0.3% | +876+127.7% | 加碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 24,812 | $116.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 16,379 | $112.0 萬 | 0.3% | 00.0% | 不變 | – |
| MRVLMarvell Technology, Inc. | COM | 3,671 | $109.4 萬 | 0.3% | +3,671 | 新進 | 歷史 |
| BRUNBoost Run Inc. | ORD SHS CL A | 26,878 | $104.3 萬 | 0.3% | +26,878 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 13,365 | $100.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 20,828 | $99.8 萬 | 0.3% | +20,828 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,639 | $98.7 萬 | 0.3% | 00.0% | 不變 | – |
| RIGTransocean Ltd. | REGISTERED SHS | 199,069 | $97.3 萬 | 0.3% | +27,195+15.8% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,197 | $96.1 萬 | 0.2% | 00.0% | 不變 | – |
| Flexshares Tr33939L860 | QUALT DIVD IDX | 9,967 | $89.6 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 6,894 | $88.1 萬 | 0.2% | +204+3.0% | 加碼 | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 9,576 | $83.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,798 | $75.8 萬 | 0.2% | 00.0% | 不變 | – |
| RHRH | COM | 4,569 | $75.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLASGlass House Brands Inc. | COM | 56,211 | $73.1 萬 | 0.2% | +56,211 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,836 | $69.4 萬 | 0.2% | +36+2.0% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 47,978 | $66.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,698 | $66.5 萬 | 0.2% | 00.0% | 不變 | – |
| NGNovagold Resources Inc | COM NEW | 103,420 | $61.7 萬 | 0.2% | +2,850+2.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,212 | $60.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 474 | $56.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 936 | $54.4 萬 | 0.1% | +936 | 新進 | 歷史 |
| iShares Inc464286103 | MSCI AUST ETF | 19,067 | $53.7 萬 | 0.1% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,040 | $53.1 萬 | 0.1% | +1,942+47.4% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,178 | $50.4 萬 | 0.1% | +531+20.1% | 加碼 | – |
| BBarrick Mining Corp | Stock | 13,240 | $48.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Tidal Trust II88636R743 | DEFIANCE LARGE | 17,429 | $45.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,329 | $41.3 萬 | 0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| MPLXMPLX LP | COM UNIT REP LTD | 7,024 | $39.6 萬 | 0.1% | +2,478+54.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,149 | $39.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WDSWoodside Energy Group Ltd | ADR | 19,481 | $37.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SDRLSEADRILL Ltd | COM | 9,800 | $37.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 2,250 | $34.8 萬 | 0.1% | +450+25.0% | 加碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 3,485 | $32.5 萬 | 0.1% | −4,301−55.2% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 5,545 | $32.3 萬 | 0.1% | +36+0.7% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,664 | $31.8 萬 | 0.1% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| UNHUnitedHealth Group Inc | Stock | 737 | $30.6 萬 | 0.1% | +737 | 新進 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 3,934 | $29.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,155 | $29.1 萬 | 0.1% | +1,155 | 新進 | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 3,445 | $28.5 萬 | 0.1% | 00.0% | 不變 | – |
| NLYAnnaly Capital Management Inc | REIT | 12,307 | $27.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,556 | $26.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NENoble Corp plc | ORD SHS A | 6,830 | $25.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 1,600 | $25.0 萬 | 0.1% | −240−13.0% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 673 | $24.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| APPAppLovin Corp | COM CL A | 472 | $24.3 萬 | 0.1% | +472 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 692 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALBAlbemarle Corp | Stock | 1,669 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GLBEGlobal-E Online Ltd. | SHS | 6,401 | $22.2 萬 | 0.1% | +6,401 | 新進 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 2,443 | $22.1 萬 | 0.1% | +2,443 | 新進 | – |
| CVXChevron Corp | Stock | 1,313 | $21.8 萬 | 0.1% | −108−7.6% | 減碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 722 | $21.0 萬 | 0.1% | +722 | 新進 | – |
| CPRICapri Holdings Ltd | SHS | 11,129 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LRCXLam Research Corp | Stock | 470 | $20.4 萬 | 0.1% | +470 | 新進 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,168 | $20.2 萬 | 0.1% | +2,168 | 新進 | – |
| Advisorshares Tr00768Y453 | PURE US CANN ETF | 34,359 | $17.5 萬 | <0.1% | 00.0% | 不變 | – |
| CRONCronos Group Inc. | COM | 37,935 | $10.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2026 年第 1 季之後清倉（11 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FCXFreeport-McMoran Inc | Stock | 10,405 | $61.2 萬 | 0.2% | 歷史 |
| iShares Inc464286400 | MSCI BRAZIL ETF | 14,519 | $55.7 萬 | 0.2% | – |
| WYFIWhiteFiber, Inc. | SHS | 40,444 | $48.2 萬 | 0.1% | 歷史 |
| TWLOTwilio Inc | CL A | 3,260 | $41.0 萬 | 0.1% | 歷史 |
| POETPoet Technologies Inc. | COM NEW | 66,555 | $39.5 萬 | 0.1% | 歷史 |
| MUMicron Technology Inc | Stock | 855 | $28.9 萬 | 0.1% | 歷史 |
| VALValaris Ltd | CL A | 2,644 | $25.9 萬 | 0.1% | 歷史 |
| EGOEldorado Gold Corp | COM | 7,500 | $25.7 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 8,777 | $25.4 萬 | 0.1% | 歷史 |
| STKLSunOpta Inc. | COM | 38,604 | $25.0 萬 | 0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 3,848 | $25.0 萬 | 0.1% | 歷史 |