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 |
|---|---|---|---|---|---|---|---|
| PTONPeloton Interactive, Inc. | CL A COM | 165 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| PPLIPeople Inc | COM NEW | 45 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| EBAYeBay Inc | COM | 94 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| TECKTeck Resources Ltd | CL B | 197 | $6,000 | <0.1% | +197 | 新進 | 歷史 |
| BEBloom Energy Corp | COM CL A | 261 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| AMPYAmplify Energy Corp. | COM | 2,000 | $6,000 | <0.1% | +2,000 | 新進 | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 55 | $6,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 63 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 36 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| Amplify Blockchain Technology ETF032108607 | ETF | 172 | $7,000 | <0.1% | 00.0% | 不變 | – |
| NIONIO Inc. | ADR | 212 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 67 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 34 | $7,000 | <0.1% | 00.0% | 不變 | – |
| DDominion Energy, Inc | Stock | 83 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 175 | $7,000 | <0.1% | +175 | 新進 | – |
| AKRAcadia Realty Trust | COM SH BEN INT | 302 | $7,000 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 91 | $7,000 | <0.1% | 00.0% | 不變 | – |
| BFAMBright Horizons Family Solutions Inc. | COM | 55 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 94 | $7,000 | <0.1% | −65−40.9% | 減碼 | 歷史 |
| BCEBce Inc | COM NEW | 137 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| LASRNlight, Inc. | COM | 282 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 42 | $7,000 | <0.1% | −2−4.5% | 減碼 | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 110 | $7,000 | <0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 130 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 62 | $8,000 | <0.1% | +1+1.6% | 加碼 | – |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 573 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 105 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 134 | $8,000 | <0.1% | 00.0% | 不變 | – |
| DLRDigital Realty Trust, Inc. | COM | 45 | $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 |
| COUPCoupa Software Inc | COM | 50 | $8,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ONCYOncolytics Biotech Inc | COM NEW | 5,651 | $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 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 53 | $9,000 | <0.1% | 00.0% | 不變 | – |
| CVSCVS Health Corp | Stock | 91 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| NEENextera Energy Inc | Stock | 95 | $9,000 | <0.1% | +1+1.1% | 加碼 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 41 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 100 | $9,000 | <0.1% | +100 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 44 | $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 |
| GLWCorning Inc | COM | 230 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 377 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 167 | $9,000 | <0.1% | 00.0% | 不變 | – |
| FST Tr New Opport MLP & Ene33739M100 | COM | 1,689 | $9,000 | <0.1% | 00.0% | 不變 | – |
| NSTGNS Wind Down Co., Inc. | COM | 206 | $9,000 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 133 | $1.00 萬 | <0.1% | +1+0.8% | 加碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 97 | $1.00 萬 | <0.1% | −1−1.0% | 減碼 | – |
| PCGPG&E Corp | Stock | 802 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 158 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 200 | $1.00 萬 | <0.1% | 00.0% | 不變 | – |
| NWLNewell Brands Inc. | Stock | 475 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 163 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 57 | $1.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 51 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 830 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METMetlife Inc | Stock | 169 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 142 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 151 | $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 | – |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 61 | $1.10 萬 | <0.1% | +61 | 新進 | – |
| LINLinde PLC | SHS | 32 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 237 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TERTeradyne, Inc | Stock | 71 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 198 | $1.20 萬 | <0.1% | +198 | 新進 | – |
| TAT&T Inc. | Stock | 475 | $1.20 萬 | <0.1% | +7+1.5% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 154 | $1.20 萬 | <0.1% | +154 | 新進 | – |
| ALLAllstate Corp | Stock | 104 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,000 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 768 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 1,000 | $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 |
| FDXFedEx Corp | Stock | 49 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 225 | $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 |
| TREXTrex Co Inc | COM | 96 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 70 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 204 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOODGladstone Commercial Corp | COM | 536 | $1.40 萬 | <0.1% | +9+1.7% | 加碼 | 歷史 |
| CICigna Group | Stock | 66 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 171 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 91 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LCIDLucid Group, Inc. | COM | 453 | $1.70 萬 | <0.1% | +450+15,000.0% | 加碼 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 2,745 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 2,740 | $1.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 314 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 65 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 600 | $1.80 萬 | <0.1% | −500−45.5% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 79 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CWCurtiss Wright Corp | Stock | 128 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PHKPIMCO High Income Fund | COM SHS | 2,854 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 134 | $1.80 萬 | <0.1% | +1+0.8% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 52 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 344 | $1.90 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 249 | $1.90 萬 | <0.1% | +249 | 新進 | – |
| CSCOCisco Systems, Inc. | Stock | 302 | $1.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 218 | $1.90 萬 | <0.1% | +218 | 新進 | – |
| FISVFiserv Inc | Stock | 184 | $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 |
| IBMInternational Business Machines Corp | Stock | 151 | $2.00 萬 | <0.1% | +1+0.7% | 加碼 | 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 |