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 |
|---|---|---|---|---|---|---|---|
| KOCoca Cola Co | Stock | 130 | $7,000 | <0.1% | +130 | 新進 | 歷史 |
| SLViShares Silver Trust | ETF | 330 | $7,000 | <0.1% | +330 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 94 | $7,000 | <0.1% | +87+1,242.9% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 67 | $7,000 | <0.1% | +67 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 105 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 46 | $7,000 | <0.1% | −60−56.6% | 減碼 | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 45 | $7,000 | <0.1% | +45 | 新進 | 歷史 |
| EBAYeBay Inc | COM | 94 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 91 | $7,000 | <0.1% | +1+1.1% | 加碼 | – |
| CLOVClover Health Investments, Corp. | COM CL A | 1,000 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| BCEBce Inc | COM NEW | 137 | $7,000 | <0.1% | +137 | 新進 | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 110 | $7,000 | <0.1% | +110 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 53 | $8,000 | <0.1% | 00.0% | 不變 | – |
| MDTMedtronic plc | Stock | 63 | $8,000 | <0.1% | +63 | 新進 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 61 | $8,000 | <0.1% | +1+1.7% | 加碼 | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 172 | $8,000 | <0.1% | 00.0% | 不變 | – |
| PCGPG&E Corp | Stock | 802 | $8,000 | <0.1% | −51−6.0% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 91 | $8,000 | <0.1% | +91 | 新進 | 歷史 |
| NIONIO Inc. | ADR | 212 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TERTeradyne, Inc | Stock | 71 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 41 | $8,000 | <0.1% | +41 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 134 | $8,000 | <0.1% | +134 | 新進 | – |
| GLWCorning Inc | COM | 230 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 377 | $8,000 | <0.1% | +377 | 新進 | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 55 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NTRNutrien Ltd. | COM | 120 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LASRNlight, Inc. | COM | 282 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| WOOFPetco Health & Wellness Company, Inc. | CL A COM | 395 | $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 |
| UPSUnited Parcel Service Inc | Stock | 51 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 573 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 276 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 142 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 44 | $9,000 | <0.1% | +44 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 158 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ATIAti Inc | Stock | 535 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| GTMZoomInfo Technologies Inc. | Stock | 147 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 167 | $9,000 | <0.1% | +167 | 新進 | – |
| 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 | 132 | $1.00 萬 | <0.1% | +1+0.8% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 98 | $1.00 萬 | <0.1% | −42−30.0% | 減碼 | – |
| METMetlife Inc | Stock | 169 | $1.00 萬 | <0.1% | +169 | 新進 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 200 | $1.00 萬 | <0.1% | +200 | 新進 | – |
| TREXTrex Co Inc | COM | 96 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 163 | $1.00 萬 | <0.1% | +163 | 新進 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 1,000 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 55 | $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 | – |
| NSTGNS Wind Down Co., Inc. | COM | 206 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 49 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 830 | $1.10 萬 | <0.1% | −8−1.0% | 減碼 | 歷史 |
| NWLNewell Brands Inc. | Stock | 475 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 225 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 151 | $1.10 萬 | <0.1% | +151 | 新進 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 156 | $1.10 萬 | <0.1% | 00.0% | 不變 | – |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,000 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 768 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 159 | $1.10 萬 | <0.1% | +159 | 新進 | 歷史 |
| GOODGladstone Commercial Corp | COM | 527 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COUPCoupa Software Inc | COM | 50 | $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 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 1,023 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 70 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ONCYOncolytics Biotech Inc | COM NEW | 5,651 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 22 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 237 | $1.30 萬 | <0.1% | +109+85.2% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 468 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 66 | $1.30 萬 | <0.1% | +43+187.0% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 104 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 200 | $1.40 萬 | <0.1% | +200 | 新進 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 171 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 165 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 52 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 91 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BTCYBiotricity Inc. | Com | 5,000 | $1.50 萬 | <0.1% | +5,000 | 新進 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 314 | $1.60 萬 | <0.1% | −15−4.6% | 減碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 65 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 302 | $1.60 萬 | <0.1% | +302 | 新進 | 歷史 |
| CWCurtiss Wright Corp | Stock | 128 | $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 |
| AMGNAmgen Inc | Stock | 79 | $1.70 萬 | <0.1% | +27+51.9% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 56 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 2,745 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 343 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287127 | MORNINGSTR US EQ | 304 | $1.80 萬 | <0.1% | 00.0% | 不變 | – |
| PHKPIMCO High Income Fund | COM SHS | 2,854 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 112 | $1.90 萬 | <0.1% | +43+62.3% | 加碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 75 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 91 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 133 | $2.00 萬 | <0.1% | +133 | 新進 | – |
| ABTAbbott Laboratories | Stock | 169 | $2.00 萬 | <0.1% | +1+0.6% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 184 | $2.00 萬 | <0.1% | +50+37.3% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 385 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 205 | $2.10 萬 | <0.1% | +1+0.5% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 150 | $2.10 萬 | <0.1% | +50+50.0% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 133 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 69 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 78 | $2.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 100 | $2.30 萬 | <0.1% | +100 | 新進 | 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% | – |