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 Tips Bond ETF464287176 | ETF | 60 | $8,000 | <0.1% | +1+1.7% | 加碼 | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 172 | $8,000 | <0.1% | +86+100.0% | 加碼 | – |
| GTMZoomInfo Technologies Inc. | Stock | 147 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 55 | $8,000 | <0.1% | −1−1.8% | 減碼 | 歷史 |
| RMORomeo Power, Inc. | COM | 1,000 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ARGOArgo Group International Holdings, Inc. | COM | 146 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PCGPG&E Corp | Stock | 853 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 230 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,000 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 1,000 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WOOFPetco Health & Wellness Company, Inc. | CL A COM | 395 | $9,000 | <0.1% | +395 | 新進 | 歷史 |
| CRONCronos Group Inc. | COM | 1,000 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 57 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | SHS | 32 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 131 | $1.00 萬 | <0.1% | +2+1.6% | 加碼 | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 573 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TERTeradyne, Inc | Stock | 71 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 276 | $1.00 萬 | <0.1% | +150+119.0% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 142 | $1.00 萬 | <0.1% | −1−0.7% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 225 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TREXTrex Co Inc | COM | 96 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LASRNlight, Inc. | COM | 282 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FST Tr New Opport MLP & Ene33739M100 | COM | 1,689 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 51 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NIONIO Inc. | ADR | 212 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 158 | $1.10 萬 | <0.1% | −1−0.6% | 減碼 | 歷史 |
| ATIAti Inc | Stock | 535 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 156 | $1.10 萬 | <0.1% | 00.0% | 不變依 6 比 1 拆股換算 | – |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 768 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 204 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 22 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 52 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 838 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOODGladstone Commercial Corp | COM | 527 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XUnited States Steel Corp | COM | 499 | $1.20 萬 | <0.1% | +400+404.0% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 86 | $1.30 萬 | <0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 468 | $1.30 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 52 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 69 | $1.30 萬 | <0.1% | −250−78.4% | 減碼 | 歷史 |
| NWLNewell Brands Inc. | Stock | 475 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 1,023 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CLOVClover Health Investments, Corp. | COM CL A | 1,000 | $1.30 萬 | <0.1% | +1,000 | 新進 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 55 | $1.30 萬 | <0.1% | +55 | 新進 | 歷史 |
| COUPCoupa Software Inc | COM | 50 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 206 | $1.30 萬 | <0.1% | +206 | 新進 | 歷史 |
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 1,527 | $1.30 萬 | <0.1% | +571+59.7% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 171 | $1.40 萬 | <0.1% | −100−36.9% | 減碼 | 歷史 |
| ALLAllstate Corp | Stock | 104 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 134 | $1.40 萬 | <0.1% | −1−0.7% | 減碼 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 70 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 49 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 140 | $1.50 萬 | <0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 100 | $1.50 萬 | <0.1% | −200−66.7% | 減碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 128 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 65 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 91 | $1.60 萬 | <0.1% | −1−1.1% | 減碼 | 歷史 |
| AAAlcoa Corp | Stock | 430 | $1.60 萬 | <0.1% | +430 | 新進 | 歷史 |
| ONCYOncolytics Biotech Inc | COM NEW | 5,651 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 2,740 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 329 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 343 | $1.70 萬 | <0.1% | −513−59.9% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 86 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 19 | $1.70 萬 | <0.1% | −1−5.0% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 56 | $1.80 萬 | <0.1% | −1−1.8% | 減碼 | 歷史 |
| iShares Tr464287127 | MORNINGSTR US EQ | 304 | $1.80 萬 | <0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| SIRISirius XM Holdings Inc. | COM | 2,745 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 600 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 168 | $1.90 萬 | <0.1% | +1+0.6% | 加碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 75 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 133 | $1.90 萬 | <0.1% | +1+0.8% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 69 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 92 | $2.00 萬 | <0.1% | −1−1.1% | 減碼 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 165 | $2.00 萬 | <0.1% | +165 | 新進 | 歷史 |
| PHKPIMCO High Income Fund | COM SHS | 2,854 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 91 | $2.00 萬 | <0.1% | −101−52.6% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 204 | $2.10 萬 | <0.1% | +25+14.0% | 加碼 | – |
| SHWSherwin Williams Co | COM | 78 | $2.10 萬 | <0.1% | −156−66.7% | 減碼依 3 比 1 拆股換算 | 歷史 |
| ABBVAbbVie Inc. | Stock | 193 | $2.20 萬 | <0.1% | +2+1.0% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 385 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EAElectronic Arts Inc. | COM | 162 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 106 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 61 | $2.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 737 | $2.50 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288760 | US AER DEF ETF | 225 | $2.50 萬 | <0.1% | +1+0.4% | 加碼 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 484 | $2.60 萬 | <0.1% | +1+0.2% | 加碼 | – |
| 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 |
| WCNWaste Connections, Inc. | COM | 228 | $2.70 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 |
| WFCWells Fargo & Company | Stock | 683 | $3.10 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 |
| 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 |
| 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 |
| MMacy's, Inc. | COM | 1,828 | $3.50 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 |
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% | – |