Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/7/15 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 286
- 較 2021 年第 1 季 0
- 總值
- $3.03 億
- 較 2021 年第 1 季 +$682.7 萬 (+2.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 234,325 | $6,361 萬 | 21.0% | −17,210−6.8% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 366,695 | $5,817 萬 | 19.2% | +1,561+0.4% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 277,757 | $3,144 萬 | 10.4% | −8,471−3.0% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 248,626 | $2,859 萬 | 9.4% | −5,085−2.0% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 808,487 | $2,531 萬 | 8.4% | +63,766+8.6% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 199,616 | $2,255 萬 | 7.5% | −2,086−1.0% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 55,004 | $1,950 萬 | 6.4% | −4,642−7.8% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 99,579 | $900.7 萬 | 3.0% | +1,810+1.9% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 152,267 | $740.0 萬 | 2.4% | −32,351−17.5% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 51,515 | $708.1 萬 | 2.3% | +50,760+6,723.2% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 24,494 | $319.7 萬 | 1.1% | −29,638−54.8% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 12,776 | $315.7 萬 | 1.0% | −587−4.4% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,542 | $269.0 萬 | 0.9% | −4,420−24.6% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 63,184 | $202.7 萬 | 0.7% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 5,889 | $144.2 萬 | 0.5% | +487+9.0% | 加碼 | – |
| TGTTarget Corp | Stock | 4,618 | $111.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,719 | $108.2 萬 | 0.4% | +74+1.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 6,888 | $94.3 萬 | 0.3% | +343+5.2% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 8,237 | $83.8 萬 | 0.3% | −57,961−87.6% | 減碼 | – |
| TSLATesla, Inc. | Stock | 1,066 | $72.5 萬 | 0.2% | +3+0.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,465 | $66.8 萬 | 0.2% | +8+0.3% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,732 | $60.3 萬 | 0.2% | −1,634−30.5% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,871 | $58.3 萬 | 0.2% | +393+4.6% | 加碼 | – |
| INTCIntel Corp | Stock | 9,850 | $55.3 萬 | 0.2% | +580+6.3% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 3,288 | $50.8 萬 | 0.2% | −159−4.6% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,648 | $45.8 萬 | 0.2% | +174+11.8% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,736 | $40.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,269 | $36.4 萬 | 0.1% | −390−23.5% | 減碼 | – |
| CDKCDK Global, Inc. | COM | 6,487 | $32.2 萬 | 0.1% | −1,783−21.6% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 5,609 | $30.6 萬 | 0.1% | +284+5.3% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 2,587 | $28.9 萬 | 0.1% | +7+0.3% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 575 | $28.2 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 790 | $25.2 萬 | 0.1% | −150−16.0% | 減碼 | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 8,320 | $23.6 萬 | 0.1% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 969 | $21.3 萬 | 0.1% | −1−0.1% | 減碼 | 歷史 |
| SRSpire Inc | COM | 2,925 | $21.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,400 | $20.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 840 | $20.3 萬 | 0.1% | −877−51.1% | 減碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,728 | $19.2 萬 | 0.1% | +83+5.0% | 加碼 | – |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 9,510 | $18.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 429 | $18.4 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 2,896 | $17.5 萬 | 0.1% | +30+1.0% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 4,411 | $17.4 萬 | 0.1% | −860−16.3% | 減碼 | – |
| BABoeing Co | Stock | 699 | $16.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,155 | $15.6 萬 | 0.1% | +923+397.8% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 841 | $14.8 萬 | <0.1% | −1−0.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 38 | $13.1 萬 | <0.1% | −4−9.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,950 | $12.3 萬 | <0.1% | +982+101.4% | 加碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,810 | $11.7 萬 | <0.1% | 00.0% | 不變依 5 比 1 拆股換算 | – |
| COSTCostco Wholesale Corp | Stock | 291 | $11.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 308 | $10.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 985 | $10.3 萬 | <0.1% | −92−8.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 40 | $10.0 萬 | <0.1% | −1−2.4% | 減碼 | 歷史 |
| MMM3M Co | Stock | 498 | $9.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BOHBank of Hawaii Corp | COM | 1,174 | $9.90 萬 | <0.1% | −107−8.4% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 1,188 | $9.40 萬 | <0.1% | −1,302−52.3% | 減碼 | – |
| WYWeyerhaeuser Co | COM NEW | 2,620 | $9.00 萬 | <0.1% | +12+0.5% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 607 | $8.60 萬 | <0.1% | +401+194.7% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,428 | $8.10 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 554 | $7.80 萬 | <0.1% | −1−0.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 29 | $7.10 萬 | <0.1% | −3−9.4% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,486 | $7.00 萬 | <0.1% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 755 | $6.90 萬 | <0.1% | +2+0.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 236 | $6.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 1,440 | $6.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 377 | $5.60 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 200 | $5.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 66 | $5.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 325 | $5.10 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 970 | $5.10 萬 | <0.1% | +200+26.0% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 400 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 831 | $4.90 萬 | <0.1% | 00.0% | 不變依 3 比 1 拆股換算 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $4.80 萬 | <0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 288 | $4.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 302 | $4.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 285 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 497 | $4.20 萬 | <0.1% | −228−31.4% | 減碼 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 100 | $4.20 萬 | <0.1% | +32+47.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $4.20 萬 | <0.1% | 00.0% | 不變 | – |
| ETF Managers Tr26924G813 | AI POWERED EQT | 1,000 | $4.10 萬 | <0.1% | +1,000 | 新進 | – |
| ECLEcolab Inc. | Stock | 196 | $4.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 155 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | COM | 2,794 | $3.80 萬 | <0.1% | +10.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 157 | $3.70 萬 | <0.1% | −1−0.6% | 減碼 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 728 | $3.70 萬 | <0.1% | −61−7.7% | 減碼 | – |
| KMPRKEMPER Corp | COM | 500 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 62 | $3.60 萬 | <0.1% | −9−12.7% | 減碼 | 歷史 |
| MMacy's, Inc. | COM | 1,828 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 207 | $3.40 萬 | <0.1% | −215−50.9% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 221 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 842 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286319 | EM MKTS DIV ETF | 844 | $3.30 萬 | <0.1% | −322−27.6% | 減碼 | – |
| AVAAvista Corp | COM | 767 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 299 | $3.20 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,500 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 683 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 582 | $2.80 萬 | <0.1% | +5+0.9% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 185 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 111 | $2.70 萬 | <0.1% | +61+122.0% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 54 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 1 季之後清倉（20 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| FXAInvesco CurrencyShares Australian Dollar Trust | AUSTRALIAN DOL | 29,600 | $223.8 萬 | 0.8% | 歷史 |
| CPTCamden Property Trust | REIT | 400 | $4.40 萬 | <0.1% | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 452 | $3.50 萬 | <0.1% | – |
| ALKAlaska Air Group, Inc. | COM | 500 | $3.50 萬 | <0.1% | 歷史 |
| UDRUDR, Inc. | COM | 700 | $3.10 萬 | <0.1% | 歷史 |
| VFCV F Corp | Stock | 377 | $3.00 萬 | <0.1% | 歷史 |
| WKHSWorkhorse Group Inc. | COM NEW | 2,000 | $2.80 萬 | <0.1% | 歷史 |
| SRESempra | Stock | 200 | $2.70 萬 | <0.1% | 歷史 |
| Flir Sys Inc302445101 | COM | 448 | $2.50 萬 | <0.1% | – |
| STZConstellation Brands, Inc. | Stock | 100 | $2.30 萬 | <0.1% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 1,000 | $2.20 萬 | <0.1% | 歷史 |
| FTFranklin Universal Trust | SH BEN INT | 2,413 | $1.80 萬 | <0.1% | 歷史 |
| iShares Inc464286509 | MSCI CDA ETF | 565 | $1.60 萬 | <0.1% | – |
| NKLANikola Corp | COM | 1,100 | $1.50 萬 | <0.1% | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 68 | $8,000 | <0.1% | – |
| IAC Interactivecorp New44891N109 | COM | 39 | $8,000 | <0.1% | – |
| TTCToro Co | COM | 65 | $7,000 | <0.1% | 歷史 |
| NWENorthWestern Energy Group, Inc. | COM NEW | 100 | $7,000 | <0.1% | 歷史 |
| KOCoca Cola Co | Stock | 67 | $4,000 | <0.1% | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 34 | $2,000 | <0.1% | – |