Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/1/24 申報。只含多頭部位，變化是跟 2021 年第 3 季比股數。
- 持股檔數
- 326
- 較 2021 年第 3 季 +13
- 總值
- $3.26 億
- 較 2021 年第 3 季 +$2,542 萬 (+8.5%)
| 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 | 227,507 | $6,952 萬 | 21.3% | −118−0.1% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 372,440 | $6,254 萬 | 19.2% | +5,393+1.5% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 273,999 | $3,157 萬 | 9.7% | +1,516+0.6% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 251,945 | $3,083 萬 | 9.5% | +3,165+1.3% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 842,202 | $2,608 萬 | 8.0% | +4,547+0.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 210,148 | $2,406 萬 | 7.4% | +3,355+1.6% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 52,716 | $2,097 萬 | 6.4% | +143+0.3% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 102,472 | $989.6 萬 | 3.0% | +2,149+2.1% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 56,866 | $836.6 萬 | 2.6% | +2,325+4.3% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 148,361 | $789.4 萬 | 2.4% | +1,840+1.3% | 加碼 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 28,617 | $368.2 萬 | 1.1% | +173+0.6% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 12,762 | $340.0 萬 | 1.0% | +147+1.2% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,393 | $330.2 萬 | 1.0% | −50.0% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 63,183 | $237.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 8,933 | $158.6 萬 | 0.5% | +6+0.1% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 6,141 | $138.9 萬 | 0.4% | +141+2.4% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,065 | $112.5 萬 | 0.3% | −1−0.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,930 | $109.7 萬 | 0.3% | +73+1.5% | 加碼 | – |
| TGTTarget Corp | Stock | 4,618 | $106.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,499 | $84.0 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,722 | $68.0 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,839 | $67.7 萬 | 0.2% | −372−6.0% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,988 | $59.4 萬 | 0.2% | +340+20.6% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,277 | $59.0 萬 | 0.2% | +415+4.7% | 加碼 | – |
| INTCIntel Corp | Stock | 11,173 | $57.5 萬 | 0.2% | +1,413+14.5% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 3,387 | $56.4 萬 | 0.2% | +6+0.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,695 | $45.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,407 | $45.2 萬 | 0.1% | +62+4.6% | 加碼 | – |
| INTUIntuit Inc. | Stock | 576 | $37.0 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 817 | $33.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,685 | $31.4 萬 | 0.1% | +10+0.4% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 5,738 | $30.9 萬 | 0.1% | +147+2.6% | 加碼 | – |
| ARK Innovation ETF00214Q104 | ETF | 3,060 | $28.9 萬 | 0.1% | +3,060 | 新進 | – |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 9,510 | $28.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CDKCDK Global, Inc. | COM | 6,475 | $27.0 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 8,337 | $25.5 萬 | 0.1% | 00.0% | 不變 | – |
| CHDChurch & Dwight Co Inc | COM | 2,400 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 969 | $24.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 2,954 | $20.3 萬 | 0.1% | +30+1.0% | 加碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,770 | $19.4 萬 | 0.1% | +53+3.1% | 加碼 | – |
| SRSpire Inc | COM | 2,925 | $19.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,155 | $18.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 291 | $16.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 620 | $16.4 萬 | 0.1% | −167−21.2% | 減碼 | – |
| BABoeing Co | Stock | 699 | $14.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 3,541 | $13.8 萬 | <0.1% | −3−0.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 40 | $13.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 851 | $13.2 萬 | <0.1% | +10+1.2% | 加碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,810 | $13.0 萬 | <0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 1,945 | $11.9 萬 | <0.1% | −150−7.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 351 | $11.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 242 | $11.5 萬 | <0.1% | −188−43.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 971 | $11.4 萬 | <0.1% | −84−8.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 39 | $11.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,642 | $10.9 萬 | <0.1% | +11+0.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 539 | $9.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 602 | $9.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 1,103 | $9.20 萬 | <0.1% | −9−0.8% | 減碼 | – |
| BOHBank of Hawaii Corp | COM | 1,100 | $9.20 萬 | <0.1% | −74−6.3% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 889 | $8.70 萬 | <0.1% | +4+0.5% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 294 | $8.60 萬 | <0.1% | +30+11.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 28 | $8.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 554 | $8.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,431 | $8.00 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 236 | $7.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 423 | $7.30 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,486 | $7.30 萬 | <0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 388 | $6.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 200 | $6.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 1,440 | $6.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BTCYBiotricity Inc. | Com | 15,000 | $6.00 萬 | <0.1% | +10,000+200.0% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $5.30 萬 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 285 | $4.90 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 | – |
| MMacy's, Inc. | COM | 1,839 | $4.80 萬 | <0.1% | +11+0.6% | 加碼 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 972 | $4.70 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 780 | $4.60 萬 | <0.1% | +5+0.6% | 加碼 | 歷史 |
| ETF Managers Tr26924G813 | AI POWERED EQT | 1,017 | $4.30 萬 | <0.1% | +17+1.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 248 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 302 | $4.10 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 189 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 473 | $4.10 萬 | <0.1% | −25−5.0% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 81 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 732 | $4.00 萬 | <0.1% | +2+0.3% | 加碼 | – |
| BDXBecton Dickinson & Co | Stock | 155 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 165 | $3.90 萬 | <0.1% | −31−15.8% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 239 | $3.90 萬 | <0.1% | −49−17.0% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $3.90 萬 | <0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 277 | $3.80 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 54 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADBEAdobe Inc. | Stock | 62 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 735 | $3.50 萬 | <0.1% | +6+0.8% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 417 | $3.40 萬 | <0.1% | 00.0% | 不變 | – |
| BROSDutch Bros Inc. | CL A | 676 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,522 | $3.40 萬 | <0.1% | +22+1.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 347 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVAAvista Corp | COM | 768 | $3.30 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 1,500 | $3.10 萬 | <0.1% | +1,500 | 新進 | 歷史 |
| WCNWaste Connections, Inc. | COM | 228 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXASExact Sciences Corp | COM | 400 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 3 季之後清倉（10 檔）
2021 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 3 季股數 | 2021 年第 3 季市值 | 2021 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Inc464286319 | EM MKTS DIV ETF | 844 | $3.30 萬 | <0.1% | – |
| MUMicron Technology Inc | Stock | 200 | $1.40 萬 | <0.1% | 歷史 |
| NTRNutrien Ltd. | COM | 120 | $8,000 | <0.1% | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 91 | $3,000 | <0.1% | 歷史 |
| PBIPitney Bowes Inc | COM | 250 | $2,000 | <0.1% | 歷史 |
| XHRXenia Hotels & Resorts, Inc. | COM | 88 | $2,000 | <0.1% | 歷史 |
| AAAlcoa Corp | Stock | 30 | $1,000 | <0.1% | 歷史 |
| iShares Inc464286400 | MSCI BRAZIL ETF | 20 | $1,000 | <0.1% | – |
| ARNCArconic Corp | COM | 22 | $1,000 | <0.1% | 歷史 |
| CVACovanta Holding Corp | COM | 4 | $0 | 0.0% | 歷史 |