Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/4/14 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 338
- 較 2021 年第 4 季 +12
- 總值
- $3.39 億
- 較 2021 年第 4 季 +$1,255 萬 (+3.9%)
| 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 | 231,529 | $6,428 萬 | 19.0% | +4,022+1.8% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 378,381 | $6,280 萬 | 18.6% | +5,941+1.6% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 244,617 | $2,927 萬 | 8.6% | −7,328−2.9% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 272,818 | $2,742 萬 | 8.1% | −1,181−0.4% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 862,225 | $2,598 萬 | 7.7% | +20,023+2.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 210,652 | $2,273 萬 | 6.7% | +504+0.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 52,533 | $1,905 萬 | 5.6% | −183−0.3% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 491,501 | $1,499 萬 | 4.4% | +491,501 | 新進 | – |
| Vanguard Financials ETF92204A405 | ETF | 129,851 | $1,213 萬 | 3.6% | +27,379+26.7% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 177,870 | $887.8 萬 | 2.6% | +29,509+19.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 59,379 | $877.5 萬 | 2.6% | +2,513+4.4% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 165,367 | $813.8 萬 | 2.4% | +165,367 | 新進 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 27,744 | $338.6 萬 | 1.0% | −873−3.1% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 12,710 | $323.3 萬 | 1.0% | −52−0.4% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,262 | $301.8 萬 | 0.9% | −131−1.0% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 63,183 | $236.6 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 28,903 | $219.3 萬 | 0.6% | +28,903 | 新進 | – |
| AAPLApple Inc. | Stock | 9,441 | $164.9 萬 | 0.5% | +508+5.7% | 加碼 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 5,770 | $108.4 萬 | 0.3% | −371−6.0% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,979 | $102.2 萬 | 0.3% | +49+1.0% | 加碼 | – |
| TGTTarget Corp | Stock | 4,618 | $98.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 895 | $96.4 萬 | 0.3% | −170−16.0% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,499 | $77.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,988 | $70.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,454 | $59.1 萬 | 0.2% | −385−6.6% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,758 | $58.3 萬 | 0.2% | +481+5.2% | 加碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,724 | $58.0 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 3,387 | $45.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,695 | $41.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,358 | $39.1 萬 | 0.1% | −49−3.5% | 減碼 | – |
| INTCIntel Corp | Stock | 7,050 | $34.9 萬 | 0.1% | −4,123−36.9% | 減碼 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 9,510 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CDKCDK Global, Inc. | COM | 6,477 | $31.5 萬 | 0.1% | +20.0% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 577 | $27.7 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 969 | $26.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 5,229 | $26.4 萬 | 0.1% | −509−8.9% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 2,696 | $24.5 萬 | 0.1% | +11+0.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 818 | $24.5 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,400 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 2,966 | $21.5 萬 | 0.1% | +12+0.4% | 加碼 | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 3,085 | $20.5 萬 | 0.1% | +25+0.8% | 加碼 | – |
| SRSpire Inc | COM | 2,852 | $20.5 萬 | 0.1% | −73−2.5% | 減碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,999 | $20.3 萬 | 0.1% | +229+12.9% | 加碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 4,635 | $19.3 萬 | 0.1% | +4,635 | 新進 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,841 | $19.2 萬 | 0.1% | +2,841 | 新進 | – |
| PGProcter & Gamble Co | Stock | 1,155 | $17.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 291 | $16.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,882 | $15.5 萬 | <0.1% | −63−3.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 935 | $15.2 萬 | <0.1% | −36−3.7% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 547 | $13.7 萬 | <0.1% | −73−11.8% | 減碼 | – |
| BABoeing Co | Stock | 699 | $13.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 40 | $13.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 3,541 | $13.0 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,810 | $11.8 萬 | <0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 851 | $11.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 243 | $11.0 萬 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 39 | $10.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 3,804 | $10.5 萬 | <0.1% | −4,533−54.4% | 減碼 | – |
| WYWeyerhaeuser Co | COM NEW | 2,653 | $10.1 萬 | <0.1% | +11+0.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 451 | $10.0 萬 | <0.1% | +100+28.5% | 加碼 | 歷史 |
| BOHBank of Hawaii Corp | COM | 1,045 | $8.80 萬 | <0.1% | −55−5.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 554 | $8.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 954 | $8.30 萬 | <0.1% | +65+7.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 294 | $8.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 539 | $8.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 602 | $7.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 28 | $7.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 998 | $7.80 萬 | <0.1% | −105−9.5% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 424 | $7.10 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,487 | $7.10 萬 | <0.1% | +1+0.1% | 加碼 | – |
| DHRDanaher Corp | Stock | 236 | $6.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,251 | $6.60 萬 | <0.1% | −180−12.6% | 減碼 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 1,440 | $6.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 200 | $5.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 389 | $5.30 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $5.20 萬 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 285 | $5.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 974 | $5.00 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 831 | $4.90 萬 | <0.1% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 473 | $4.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 279 | $4.50 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| MMacy's, Inc. | COM | 1,849 | $4.50 萬 | <0.1% | +10+0.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 249 | $4.40 萬 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 189 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 227 | $4.20 萬 | <0.1% | −12−5.0% | 減碼 | 歷史 |
| PAYXPaychex Inc | Stock | 304 | $4.10 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 155 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 785 | $4.10 萬 | <0.1% | +5+0.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 81 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 741 | $3.90 萬 | <0.1% | +6+0.8% | 加碼 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,541 | $3.90 萬 | <0.1% | +19+1.2% | 加碼 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 734 | $3.80 萬 | <0.1% | +2+0.3% | 加碼 | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $3.60 萬 | <0.1% | 00.0% | 不變 | – |
| AVAAvista Corp | COM | 768 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 185 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 417 | $3.20 萬 | <0.1% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 54 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WCNWaste Connections, Inc. | COM | 228 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 68 | $3.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 135 | $3.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2021 年第 4 季之後清倉（17 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BTCYBiotricity Inc. | Com | 15,000 | $6.00 萬 | <0.1% | 歷史 |
| ETF Managers Tr26924G813 | AI POWERED EQT | 1,017 | $4.30 萬 | <0.1% | – |
| BROSDutch Bros Inc. | CL A | 676 | $3.40 萬 | <0.1% | 歷史 |
| GEGeneral Electric Co | Stock | 347 | $3.30 萬 | <0.1% | 歷史 |
| GMGeneral Motors Co | COM | 385 | $2.30 萬 | <0.1% | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 720 | $2.10 萬 | <0.1% | – |
| RIVNRivian Automotive, Inc. | Stock | 200 | $2.10 萬 | <0.1% | 歷史 |
| LCIDLucid Group, Inc. | COM | 453 | $1.70 萬 | <0.1% | 歷史 |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 175 | $7,000 | <0.1% | – |
| PPLIPeople Inc | COM NEW | 45 | $6,000 | <0.1% | 歷史 |
| FLNCFluence Energy, Inc. | COM CL A | 100 | $4,000 | <0.1% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 10 | $3,000 | <0.1% | 歷史 |
| NEWPNew Pacific Metals Corp | COMMON STOCK | 981 | $3,000 | <0.1% | 歷史 |
| NUANNuance Communications, Inc. | COM | 37 | $2,000 | <0.1% | 歷史 |
| KDKyndryl Holdings, Inc. | Stock | 30 | $1,000 | <0.1% | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 63 | $1,000 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 12 | $0 | 0.0% | 歷史 |