Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2021 年第 3 季持倉
持倉截至 2021/9/30，2021/10/15 申報。只含多頭部位，變化是跟 2021 年第 2 季比股數。
- 持股檔數
- 313
- 較 2021 年第 2 季 +27
- 總值
- $3.01 億
- 較 2021 年第 2 季 −$205.7 萬 (−0.7%)
| 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 | 227,625 | $6,238 萬 | 20.8% | −6,700−2.9% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 367,047 | $5,745 萬 | 19.1% | +352+0.1% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 272,483 | $3,054 萬 | 10.2% | −5,274−1.9% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 248,780 | $2,817 萬 | 9.4% | +154+0.1% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 837,655 | $2,618 萬 | 8.7% | +29,168+3.6% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 206,793 | $2,258 萬 | 7.5% | +7,177+3.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 52,573 | $1,882 萬 | 6.3% | −2,431−4.4% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 100,323 | $929.5 萬 | 3.1% | +744+0.7% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 54,541 | $738.3 萬 | 2.5% | +3,026+5.9% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 146,521 | $711.4 萬 | 2.4% | −5,746−3.8% | 減碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 28,444 | $370.2 萬 | 1.2% | +3,950+16.1% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 12,615 | $311.8 萬 | 1.0% | −161−1.3% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,398 | $267.9 萬 | 0.9% | −144−1.1% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 63,183 | $187.9 萬 | 0.6% | −10.0% | 減碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 6,000 | $141.5 萬 | 0.5% | +111+1.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,927 | $126.3 萬 | 0.4% | +2,039+29.6% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,857 | $106.2 萬 | 0.4% | +138+2.9% | 加碼 | – |
| TGTTarget Corp | Stock | 4,618 | $105.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 1,066 | $82.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,498 | $70.4 萬 | 0.2% | +33+1.3% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 6,211 | $63.2 萬 | 0.2% | −2,026−24.6% | 減碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,719 | $62.0 萬 | 0.2% | −13−0.3% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,862 | $56.1 萬 | 0.2% | −9−0.1% | 減碼 | – |
| INTCIntel Corp | Stock | 9,760 | $52.0 萬 | 0.2% | −90−0.9% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 3,381 | $49.1 萬 | 0.2% | +93+2.8% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,648 | $45.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,695 | $40.9 萬 | 0.1% | −41−2.4% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,345 | $39.0 萬 | 0.1% | +76+6.0% | 加碼 | – |
| INTUIntuit Inc. | Stock | 575 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 5,591 | $30.3 萬 | 0.1% | −18−0.3% | 減碼 | – |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 9,510 | $29.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,675 | $29.5 萬 | 0.1% | +88+3.4% | 加碼 | 歷史 |
| CDKCDK Global, Inc. | COM | 6,471 | $27.5 萬 | 0.1% | −16−0.2% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 817 | $26.8 萬 | 0.1% | +27+3.4% | 加碼 | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 8,337 | $22.9 萬 | 0.1% | +17+0.2% | 加碼 | – |
| CHDChurch & Dwight Co Inc | COM | 2,400 | $19.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,717 | $19.0 萬 | 0.1% | −11−0.6% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 969 | $19.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 787 | $19.0 萬 | 0.1% | −53−6.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 430 | $18.5 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 2,924 | $18.1 萬 | 0.1% | +28+1.0% | 加碼 | 歷史 |
| SRSpire Inc | COM | 2,925 | $17.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,155 | $16.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 699 | $15.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 841 | $14.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 3,544 | $13.7 萬 | <0.1% | −867−19.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 40 | $13.1 萬 | <0.1% | +2+5.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 291 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,095 | $12.3 萬 | <0.1% | +145+7.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 351 | $11.9 萬 | <0.1% | +43+14.0% | 加碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,810 | $11.9 萬 | <0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 1,055 | $10.7 萬 | <0.1% | +70+7.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 39 | $10.4 萬 | <0.1% | −1−2.5% | 減碼 | 歷史 |
| BOHBank of Hawaii Corp | COM | 1,174 | $9.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 539 | $9.50 萬 | <0.1% | +41+8.2% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,631 | $9.40 萬 | <0.1% | +11+0.4% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 1,112 | $8.70 萬 | <0.1% | −76−6.4% | 減碼 | – |
| MSMorgan Stanley | Stock | 885 | $8.60 萬 | <0.1% | +130+17.2% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,429 | $8.50 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 554 | $7.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 602 | $7.70 萬 | <0.1% | −5−0.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 28 | $7.50 萬 | <0.1% | −1−3.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 236 | $7.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,486 | $6.80 萬 | <0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 388 | $6.40 萬 | <0.1% | +63+19.4% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 422 | $6.30 萬 | <0.1% | +45+11.9% | 加碼 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 1,440 | $5.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 264 | $5.50 萬 | <0.1% | 00.0% | 不變依 4 比 1 拆股換算 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $4.80 萬 | <0.1% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 200 | $4.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 288 | $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 |
| iShares Tr464288703 | MRNING SM CP ETF | 831 | $4.70 萬 | <0.1% | 00.0% | 不變 | – |
| NWNNorthwest Natural Holding Co | COM | 970 | $4.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 498 | $4.30 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 189 | $4.20 萬 | <0.1% | +32+20.4% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 196 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMacy's, Inc. | COM | 1,828 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETF Managers Tr26924G813 | AI POWERED EQT | 1,000 | $4.10 萬 | <0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 248 | $4.00 萬 | <0.1% | +41+19.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $4.00 萬 | <0.1% | 00.0% | 不變 | – |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 730 | $3.90 萬 | <0.1% | +2+0.3% | 加碼 | – |
| BDXBecton Dickinson & Co | Stock | 155 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXASExact Sciences Corp | COM | 400 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 62 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 347 | $3.60 萬 | <0.1% | −2−0.6% | 減碼依 1 比 8 拆股換算 | 歷史 |
| PAYXPaychex Inc | Stock | 301 | $3.40 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 1,100 | $3.30 萬 | <0.1% | +500+83.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 775 | $3.30 萬 | <0.1% | −67−8.0% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 729 | $3.30 萬 | <0.1% | +147+25.3% | 加碼 | 歷史 |
| iShares Inc464286319 | EM MKTS DIV ETF | 844 | $3.30 萬 | <0.1% | 00.0% | 不變 | – |
| KMPRKEMPER Corp | COM | 500 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 81 | $3.20 萬 | <0.1% | +20+32.8% | 加碼 | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 302 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 417 | $3.10 萬 | <0.1% | +417 | 新進 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 54 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,500 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 275 | $3.00 萬 | <0.1% | +82+42.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 111 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVAAvista Corp | COM | 767 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 2 季之後清倉（6 檔）
2021 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 2 季股數 | 2021 年第 2 季市值 | 2021 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| EDUNew Oriental Education & Technology Group Inc. | SPON ADR | 1,527 | $1.30 萬 | <0.1% | 歷史 |
| CNDTCONDUENT Inc | COM | 370 | $3,000 | <0.1% | 歷史 |
| TMToyota Motor Corp | ADS | 12 | $2,000 | <0.1% | 歷史 |
| ZTSZoetis Inc. | Stock | 8 | $1,000 | <0.1% | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 20 | $1,000 | <0.1% | – |
| Churchill Capital Corp IV171439102 | CL A | 3 | $0 | 0.0% | – |