Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/14 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 332
- 較 2022 年第 1 季 −6
- 總值
- $2.92 億
- 較 2022 年第 1 季 −$4,631 萬 (−13.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Value ETF464287598 | ETF | 383,188 | $5,555 萬 | 19.0% | +4,807+1.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 235,520 | $5,151 萬 | 17.6% | +3,991+1.7% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 860,330 | $2,558 萬 | 8.8% | −1,895−0.2% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 241,328 | $2,451 萬 | 8.4% | −3,289−1.3% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 272,838 | $2,161 萬 | 7.4% | +200.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 210,785 | $1,948 萬 | 6.7% | +133+0.1% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 488,259 | $1,470 萬 | 5.0% | −3,242−0.7% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 45,671 | $1,280 萬 | 4.4% | −6,862−13.1% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 132,115 | $1,020 萬 | 3.5% | +2,264+1.7% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 164,021 | $804.9 萬 | 2.8% | −1,346−0.8% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 59,957 | $790.7 萬 | 2.7% | +578+1.0% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 167,690 | $704.3 萬 | 2.4% | −10,180−5.7% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 59,525 | $350.1 萬 | 1.2% | +56,684+1,995.2% | 加碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 82,689 | $299.9 萬 | 1.0% | +78,054+1,684.0% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 12,512 | $294.6 萬 | 1.0% | −198−1.6% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,281 | $278.9 萬 | 1.0% | +19+0.1% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 29,791 | $215.0 萬 | 0.7% | +888+3.1% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 20,599 | $204.2 萬 | 0.7% | +20,515+24,422.6% | 加碼 | – |
| CSXCSX Corp | Stock | 63,183 | $183.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 9,962 | $136.2 萬 | 0.5% | +521+5.5% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,112 | $86.6 萬 | 0.3% | +133+2.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,283 | $84.3 萬 | 0.3% | +784+31.4% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,618 | $65.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSLATesla, Inc. | Stock | 895 | $60.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,988 | $54.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,726 | $53.1 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,454 | $49.7 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,185 | $47.4 萬 | 0.2% | −573−5.9% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,711 | $42.2 萬 | 0.1% | +16+0.9% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 3,441 | $35.2 萬 | 0.1% | +54+1.6% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,371 | $30.6 萬 | 0.1% | +13+1.0% | 加碼 | – |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 9,510 | $25.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 6,119 | $22.9 萬 | 0.1% | −931−13.2% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 4,656 | $22.3 萬 | 0.1% | −573−11.0% | 減碼 | – |
| INTUIntuit Inc. | Stock | 577 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,400 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 2,977 | $21.2 萬 | 0.1% | +11+0.4% | 加碼 | 歷史 |
| SRSpire Inc | COM | 2,852 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 771 | $21.1 萬 | 0.1% | −47−5.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 969 | $20.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,629 | $20.1 萬 | 0.1% | −67−2.5% | 減碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 1,613 | $19.2 萬 | 0.1% | −26,131−94.2% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,082 | $17.8 萬 | 0.1% | +200+10.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,155 | $16.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,668 | $15.9 萬 | 0.1% | −331−16.6% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 291 | $13.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 936 | $13.5 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 547 | $11.4 萬 | <0.1% | 00.0% | 不變 | – |
| Schwab International Equity ETF808524805 | ETF | 3,541 | $11.1 萬 | <0.1% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 270 | $10.2 萬 | <0.1% | +27+11.1% | 加碼 | 歷史 |
| BABoeing Co | Stock | 684 | $9.40 萬 | <0.1% | −15−2.1% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,666 | $8.80 萬 | <0.1% | +13+0.5% | 加碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,749 | $8.80 萬 | <0.1% | −61−3.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 800 | $8.50 萬 | <0.1% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| GOOGAlphabet Inc. | Stock | 39 | $8.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 3,804 | $8.20 萬 | <0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 851 | $8.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BOHBank of Hawaii Corp | COM | 1,046 | $7.80 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 959 | $7.30 萬 | <0.1% | +5+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 554 | $6.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 409 | $6.60 萬 | <0.1% | −42−9.3% | 減碼 | 歷史 |
| MMM3M Co | Stock | 498 | $6.40 萬 | <0.1% | −41−7.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 381 | $6.30 萬 | <0.1% | −43−10.1% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,490 | $6.20 萬 | <0.1% | +3+0.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 28 | $6.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 236 | $6.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 1,440 | $5.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,251 | $5.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 976 | $5.20 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 766 | $5.00 萬 | <0.1% | −232−23.2% | 減碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $4.80 萬 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 285 | $4.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 374 | $4.80 萬 | <0.1% | −5,396−93.5% | 減碼 | – |
| RTXRTX Corp | Stock | 474 | $4.60 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 200 | $4.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 294 | $4.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 389 | $4.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 281 | $4.30 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 81 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 831 | $4.20 萬 | <0.1% | 00.0% | 不變 | – |
| PFEPfizer Inc | Stock | 790 | $4.10 萬 | <0.1% | +5+0.6% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 155 | $3.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,570 | $3.80 萬 | <0.1% | +29+1.9% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 208 | $3.70 萬 | <0.1% | −41−16.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 189 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 305 | $3.50 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| MMacy's, Inc. | COM | 1,861 | $3.40 萬 | <0.1% | +12+0.6% | 加碼 | 歷史 |
| AVAAvista Corp | COM | 768 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $3.30 萬 | <0.1% | 00.0% | 不變 | – |
| AMPYAmplify Energy Corp. | COM | 5,000 | $3.30 萬 | <0.1% | +3,000+150.0% | 加碼 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 736 | $3.20 萬 | <0.1% | +2+0.3% | 加碼 | – |
| TRVTravelers Companies, Inc. | Stock | 185 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 737 | $3.00 萬 | <0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 417 | $2.90 萬 | <0.1% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 54 | $2.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 199 | $2.80 萬 | <0.1% | −28−12.3% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 228 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 551 | $2.80 萬 | <0.1% | +1+0.2% | 加碼 | – |
| BTCYBiotricity Inc. | Com | 15,000 | $2.70 萬 | <0.1% | +15,000 | 新進 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 68 | $2.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 1 季之後清倉（28 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CDKCDK Global, Inc. | COM | 6,477 | $31.5 萬 | 0.1% | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 3,085 | $20.5 萬 | 0.1% | – |
| ONOn Semiconductor Corp | Stock | 400 | $2.50 萬 | <0.1% | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 270 | $1.90 萬 | <0.1% | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 198 | $1.10 萬 | <0.1% | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 200 | $1.00 萬 | <0.1% | – |
| GILDGilead Sciences, Inc. | Stock | 151 | $9,000 | <0.1% | 歷史 |
| First Tr Exchange-Traded FD33734X119 | CONSUMR STAPLE | 134 | $9,000 | <0.1% | – |
| KOCoca Cola Co | Stock | 130 | $8,000 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 167 | $8,000 | <0.1% | – |
| BCEBce Inc | COM NEW | 137 | $8,000 | <0.1% | 歷史 |
| MDTMedtronic plc | Stock | 63 | $7,000 | <0.1% | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 45 | $6,000 | <0.1% | 歷史 |
| QSRRestaurant Brands International Inc. | COM | 110 | $6,000 | <0.1% | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 104 | $5,000 | <0.1% | – |
| TWTRTwitter, Inc. | COM | 100 | $4,000 | <0.1% | 歷史 |
| iShares Tr464288588 | MBS ETF | 28 | $3,000 | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 97 | $2,000 | <0.1% | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 8 | $1,000 | <0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 8 | $1,000 | <0.1% | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 9 | $1,000 | <0.1% | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8 | $0 | 0.0% | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 5 | $0 | 0.0% | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 10 | $0 | 0.0% | – |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 4 | $0 | 0.0% | 歷史 |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 13 | $0 | 0.0% | – |
| iShares Tr46435U853 | BROAD USD HIGH | 8 | $0 | 0.0% | – |
| VRMVroom, Inc. | COM | 121 | $0 | 0.0% | 歷史 |