Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/2/13 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 310
- 較 2022 年第 3 季 −9
- 總值
- $3.19 億
- 較 2022 年第 3 季 +$1,823 萬 (+6.1%)
| 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 | 404,571 | $6,135 萬 | 19.3% | −3,477−0.9% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 237,702 | $5,093 萬 | 16.0% | −2,355−1.0% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 243,035 | $2,560 萬 | 8.0% | −1,209−0.5% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 271,403 | $2,269 萬 | 7.1% | −2,860−1.0% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 751,050 | $2,207 萬 | 6.9% | −70,685−8.6% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 205,077 | $1,941 萬 | 6.1% | −2,864−1.4% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 555,996 | $1,690 萬 | 5.3% | −6,337−1.1% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 288,895 | $1,418 萬 | 4.5% | −3,785−1.3% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 46,590 | $1,241 萬 | 3.9% | −568−1.2% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 135,946 | $1,125 萬 | 3.5% | −1,982−1.4% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 62,233 | $873.6 萬 | 2.7% | −1,188−1.9% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 170,839 | $751.7 萬 | 2.4% | +523+0.3% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 283,287 | $723.8 萬 | 2.3% | +8,537+3.1% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 93,073 | $554.4 萬 | 1.7% | +29,891+47.3% | 加碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 85,992 | $322.6 萬 | 1.0% | +647+0.8% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,299 | $317.7 萬 | 1.0% | −30.0% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 12,237 | $303.5 萬 | 1.0% | −30−0.2% | 減碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 57,059 | $275.3 萬 | 0.9% | +57,059 | 新進 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 30,924 | $230.5 萬 | 0.7% | −21−0.1% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 20,879 | $206.0 萬 | 0.6% | −20.0% | 減碼 | – |
| CSXCSX Corp | Stock | 63,183 | $195.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 9,845 | $127.9 萬 | 0.4% | −59−0.6% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,177 | $90.3 萬 | 0.3% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 2,946 | $70.6 萬 | 0.2% | −319−9.8% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 4,618 | $68.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,988 | $61.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,731 | $50.0 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,330 | $48.3 萬 | 0.2% | +97+1.1% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,533 | $45.6 萬 | 0.1% | +45+0.8% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,661 | $43.8 萬 | 0.1% | −50−2.9% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 3,480 | $40.7 萬 | 0.1% | +12+0.3% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,694 | $33.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,376 | $29.3 萬 | 0.1% | +3+0.2% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 2,652 | $26.3 萬 | 0.1% | +11+0.4% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,433 | $23.7 萬 | 0.1% | +2,192+909.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 745 | $23.5 萬 | 0.1% | −26−3.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,082 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 579 | $22.5 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,001 | $21.4 萬 | 0.1% | +13+0.4% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 969 | $20.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 9,510 | $19.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SRSpire Inc | COM | 2,852 | $19.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,400 | $19.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 4,198 | $19.2 萬 | 0.1% | +31+0.7% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 1,122 | $17.0 萬 | 0.1% | −34−2.9% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 937 | $16.8 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,840 | $16.6 萬 | 0.1% | +12+0.7% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 291 | $13.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 684 | $13.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 4,811 | $12.7 萬 | <0.1% | −516−9.7% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 547 | $11.5 萬 | <0.1% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 273 | $10.5 萬 | <0.1% | −14−4.9% | 減碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,749 | $8.51 萬 | <0.1% | 00.0% | 不變 | – |
| WYWeyerhaeuser Co | COM NEW | 2,694 | $8.35 萬 | <0.1% | +14+0.5% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 970 | $8.25 萬 | <0.1% | +6+0.6% | 加碼 | 歷史 |
| BOHBank of Hawaii Corp | COM | 1,048 | $8.13 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 554 | $7.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 3,823 | $7.60 萬 | <0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 902 | $7.58 萬 | <0.1% | +81+9.9% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 851 | $7.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,502 | $6.99 萬 | <0.1% | +6+0.4% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 382 | $6.91 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 773 | $6.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 236 | $6.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 1,440 | $6.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 496 | $5.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 390 | $5.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 766 | $5.17 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $5.14 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 559 | $4.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 200 | $4.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 285 | $4.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 474 | $4.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 982 | $4.67 萬 | <0.1% | +4+0.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 285 | $4.60 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| AMPYAmplify Energy Corp. | COM | 5,000 | $4.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,626 | $4.37 萬 | <0.1% | +28+1.8% | 加碼 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 831 | $4.33 萬 | <0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 294 | $4.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 81 | $4.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 284 | $4.12 萬 | <0.1% | +284 | 新進 | – |
| PFEPfizer Inc | Stock | 801 | $4.10 萬 | <0.1% | +5+0.6% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 155 | $3.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 189 | $3.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMacy's, Inc. | COM | 1,895 | $3.91 萬 | <0.1% | +17+0.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $3.73 萬 | <0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 210 | $3.70 萬 | <0.1% | +1+0.5% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 308 | $3.56 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 185 | $3.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVAAvista Corp | COM | 768 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 108 | $3.27 萬 | <0.1% | +1+0.9% | 加碼 | – |
| CATCaterpillar Inc | Stock | 135 | $3.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 600 | $3.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WCNWaste Connections, Inc. | COM | 228 | $3.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 417 | $3.01 萬 | <0.1% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 54 | $2.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 199 | $2.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 68 | $2.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 228 | $2.55 萬 | <0.1% | +1+0.4% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 597 | $2.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（19 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46429B655 | FLTG RATE NT ETF | 995 | $5.00 萬 | <0.1% | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 737 | $2.60 萬 | <0.1% | – |
| ECLEcolab Inc. | Stock | 128 | $1.80 萬 | <0.1% | 歷史 |
| MRKMerck & Co., Inc. | Stock | 136 | $1.20 萬 | <0.1% | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 135 | $7,000 | <0.1% | 歷史 |
| CPNGCoupang, Inc. | CL A | 240 | $4,000 | <0.1% | 歷史 |
| WOOFPetco Health & Wellness Company, Inc. | CL A COM | 394 | $4,000 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 50 | $3,000 | <0.1% | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 26 | $3,000 | <0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 31 | $3,000 | <0.1% | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 45 | $2,000 | <0.1% | – |
| PPLIPeople Inc | COM NEW | 45 | $2,000 | <0.1% | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 96 | $2,000 | <0.1% | – |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 62 | $2,000 | <0.1% | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 48 | $1,000 | <0.1% | 歷史 |
| CVETCovetrus, Inc. | COM | 68 | $1,000 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 13 | $0 | 0.0% | 歷史 |
| RMORomeo Power, Inc. | COM | 1,000 | $0 | 0.0% | 歷史 |
| VMEOVimeo, Inc. | COMMON STOCK | 63 | $0 | 0.0% | 歷史 |