Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/11 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 319
- 較 2022 年第 2 季 −13
- 總值
- $3.00 億
- 較 2022 年第 2 季 +$827.2 萬 (+2.8%)
| 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 | 408,048 | $5,549 萬 | 18.5% | +24,860+6.5% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 240,057 | $5,051 萬 | 16.8% | +4,537+1.9% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 821,735 | $2,401 萬 | 8.0% | −38,595−4.5% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 244,244 | $2,346 萬 | 7.8% | +2,916+1.2% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 274,263 | $2,151 萬 | 7.2% | +1,425+0.5% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 207,941 | $1,813 萬 | 6.0% | −2,844−1.3% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 562,333 | $1,704 萬 | 5.7% | +74,074+15.2% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 292,680 | $1,437 萬 | 4.8% | +128,659+78.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 47,158 | $1,260 萬 | 4.2% | +1,487+3.3% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 137,928 | $1,027 萬 | 3.4% | +5,813+4.4% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 63,421 | $783.1 萬 | 2.6% | +3,464+5.8% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 170,316 | $676.8 萬 | 2.3% | +2,626+1.6% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 274,750 | $662.7 萬 | 2.2% | +274,750 | 新進 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 63,182 | $328.8 萬 | 1.1% | +3,657+6.1% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,302 | $300.9 萬 | 1.0% | +21+0.2% | 加碼 | 歷史 |
| iShares Tr46435U861 | CORE DIVID ETF | 85,345 | $288.4 萬 | 1.0% | +2,656+3.2% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 12,267 | $274.4 萬 | 0.9% | −245−2.0% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 30,945 | $206.5 萬 | 0.7% | +1,154+3.9% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 20,881 | $206.4 萬 | 0.7% | +282+1.4% | 加碼 | – |
| CSXCSX Corp | Stock | 63,183 | $168.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 9,904 | $136.9 萬 | 0.5% | −58−0.6% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,177 | $85.4 萬 | 0.3% | +65+1.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 3,265 | $76.0 萬 | 0.3% | −18−0.5% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,694 | $71.5 萬 | 0.2% | 00.0% | 不變依 3 比 1 拆股換算 | 歷史 |
| TGTTarget Corp | Stock | 4,618 | $68.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,729 | $53.8 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,988 | $53.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,488 | $44.0 萬 | 0.1% | +34+0.6% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,233 | $42.3 萬 | 0.1% | +48+0.5% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,711 | $39.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,373 | $29.4 萬 | 0.1% | +2+0.1% | 加碼 | – |
| NKENIKE, Inc. | Stock | 3,468 | $28.8 萬 | 0.1% | +27+0.8% | 加碼 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 9,510 | $23.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 578 | $22.4 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,641 | $22.3 萬 | 0.1% | +12+0.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 771 | $21.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 2,988 | $20.3 萬 | 0.1% | +11+0.4% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 4,167 | $18.9 萬 | 0.1% | −489−10.5% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 969 | $18.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,082 | $18.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SRSpire Inc | COM | 2,852 | $17.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,400 | $17.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,828 | $16.4 萬 | 0.1% | +160+9.6% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 1,156 | $14.6 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 291 | $13.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 5,327 | $13.7 萬 | <0.1% | −792−12.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 936 | $13.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 547 | $10.8 萬 | <0.1% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 287 | $10.3 萬 | <0.1% | +17+6.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 821 | $9.30 萬 | <0.1% | +21+2.6% | 加碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,749 | $8.40 萬 | <0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 684 | $8.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 709 | $8.10 萬 | <0.1% | −904−56.0% | 減碼 | – |
| DISWalt Disney Co | Stock | 851 | $8.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BOHBank of Hawaii Corp | COM | 1,047 | $8.00 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 2,817 | $7.90 萬 | <0.1% | −724−20.4% | 減碼 | – |
| WYWeyerhaeuser Co | COM NEW | 2,680 | $7.70 萬 | <0.1% | +14+0.5% | 加碼 | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 3,823 | $7.70 萬 | <0.1% | +19+0.5% | 加碼 | – |
| MSMorgan Stanley | Stock | 964 | $7.60 萬 | <0.1% | +5+0.5% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 773 | $7.40 萬 | <0.1% | −7−0.9% | 減碼依 20 比 1 拆股換算 | 歷史 |
| WMTWalmart Inc. | Stock | 554 | $7.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 381 | $6.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 236 | $6.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,496 | $6.10 萬 | <0.1% | +6+0.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 428 | $5.80 萬 | <0.1% | +19+4.6% | 加碼 | 歷史 |
| MMM3M Co | Stock | 496 | $5.50 萬 | <0.1% | −2−0.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 559 | $5.30 萬 | <0.1% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 1,440 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 995 | $5.00 萬 | <0.1% | +444+80.6% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 766 | $4.80 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $4.60 萬 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 285 | $4.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 200 | $4.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 978 | $4.20 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 390 | $4.10 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 81 | $4.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,598 | $4.00 萬 | <0.1% | +28+1.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 474 | $3.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 831 | $3.90 萬 | <0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 283 | $3.80 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 294 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 155 | $3.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 796 | $3.50 萬 | <0.1% | +6+0.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 209 | $3.40 萬 | <0.1% | +1+0.5% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 307 | $3.40 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 189 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 738 | $3.30 萬 | <0.1% | +2+0.3% | 加碼 | – |
| AMPYAmplify Energy Corp. | COM | 5,000 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $3.20 萬 | <0.1% | 00.0% | 不變 | – |
| WCNWaste Connections, Inc. | COM | 228 | $3.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMacy's, Inc. | COM | 1,878 | $2.90 萬 | <0.1% | +17+0.9% | 加碼 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 417 | $2.80 萬 | <0.1% | 00.0% | 不變 | – |
| TRVTravelers Companies, Inc. | Stock | 185 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVAAvista Corp | COM | 768 | $2.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 54 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 199 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 737 | $2.60 萬 | <0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 597 | $2.40 萬 | <0.1% | +77+14.8% | 加碼 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 107 | $2.30 萬 | <0.1% | 00.0% | 不變 | – |
| TDYTeledyne Technologies Inc | COM | 68 | $2.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 2 季之後清倉（19 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| SWKStanley Black & Decker, Inc. | COM | 70 | $7,000 | <0.1% | 歷史 |
| BFAMBright Horizons Family Solutions Inc. | COM | 55 | $5,000 | <0.1% | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 34 | $2,000 | <0.1% | – |
| CHTRCharter Communications, Inc. | CL A | 3 | $1,000 | <0.1% | 歷史 |
| PIPRPiper Sandler Companies | COM | 9 | $1,000 | <0.1% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2 | $0 | 0.0% | 歷史 |
| ORAOrmat Technologies, Inc. | COM | 3 | $0 | 0.0% | 歷史 |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 14 | $0 | 0.0% | 歷史 |
| TRMBTrimble Inc. | COM | 2 | $0 | 0.0% | 歷史 |
| CWENClearway Energy, Inc. | CL C | 2 | $0 | 0.0% | 歷史 |
| TTTrane Technologies plc | SHS | 1 | $0 | 0.0% | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 3 | $0 | 0.0% | 歷史 |
| INVEINVE Technologies, Inc. | COM NEW | 12 | $0 | 0.0% | 歷史 |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 2 | $0 | 0.0% | 歷史 |
| Humankind Benefit Corporatio444869101 | HUMANKIND US STK | 2 | $0 | 0.0% | – |
| LACLithium Americas Corp. | COM NEW | 1 | $0 | 0.0% | 歷史 |
| TPICQTpi Composites, Inc | COM | 1 | $0 | 0.0% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 3 | $0 | 0.0% | 歷史 |
| Arrival GroupL0423Q108 | SHS | 3 | $0 | 0.0% | – |