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 |
|---|---|---|---|---|---|---|---|
| FCXFreeport-McMoran Inc | Stock | 126 | $4,788 | <0.1% | 00.0% | 不變 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 38 | $4,794 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 69 | $4,865 | <0.1% | 00.0% | 不變 | – |
| BEBloom Energy Corp | COM CL A | 259 | $4,952 | <0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 51 | $5,072 | <0.1% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 83 | $5,090 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 152 | $5,379 | <0.1% | 00.0% | 不變 | 歷史 |
| LEVILevi Strauss & Co | CL A COM STK | 350 | $5,432 | <0.1% | +350 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 73 | $5,489 | <0.1% | −140−65.7% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 52 | $5,578 | <0.1% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 494 | $5,860 | <0.1% | −64−11.5% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 327 | $6,016 | <0.1% | −24−6.8% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 83 | $6,169 | <0.1% | 00.0% | 不變 | – |
| TERTeradyne, Inc | Stock | 71 | $6,202 | <0.1% | 00.0% | 不變 | 歷史 |
| NWLNewell Brands Inc. | Stock | 475 | $6,213 | <0.1% | 00.0% | 不變 | 歷史 |
| XELXcel Energy Inc | Stock | 89 | $6,240 | <0.1% | 00.0% | 不變 | 歷史 |
| HBIHanesbrands Inc. | COM | 1,000 | $6,360 | <0.1% | +1,000 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 75 | $6,466 | <0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 100 | $6,477 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 22 | $6,487 | <0.1% | 00.0% | 不變 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,000 | $6,530 | <0.1% | 00.0% | 不變 | 歷史 |
| KEYKeycorp | COM | 377 | $6,567 | <0.1% | 00.0% | 不變 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 42 | $6,570 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 53 | $6,595 | <0.1% | 00.0% | 不變 | – |
| OCOwens Corning | Stock | 78 | $6,653 | <0.1% | +12+18.2% | 加碼 | 歷史 |
| BTCYBiotricity Inc. | Com | 15,000 | $6,720 | <0.1% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 67 | $6,900 | <0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 44 | $6,949 | <0.1% | 00.0% | 不變 | 歷史 |
| TFCTruist Financial Corp | COM | 163 | $7,014 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 132 | $7,112 | <0.1% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 87 | $7,273 | <0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 230 | $7,346 | <0.1% | 00.0% | 不變 | 歷史 |
| PCGPG&E Corp | Stock | 452 | $7,350 | <0.1% | −350−43.6% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 54 | $7,535 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 194 | $7,859 | <0.1% | 00.0% | 不變 | – |
| CBChubb Ltd | Stock | 36 | $7,942 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 102 | $8,309 | <0.1% | +1+1.0% | 加碼 | 歷史 |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 768 | $8,340 | <0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 91 | $8,480 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 50 | $8,677 | <0.1% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 18 | $8,757 | <0.1% | 00.0% | 不變 | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 573 | $8,939 | <0.1% | 00.0% | 不變 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 1,023 | $8,941 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 53 | $9,192 | <0.1% | +1+1.9% | 加碼 | 歷史 |
| ONCYOncolytics Biotech Inc | COM NEW | 5,651 | $9,211 | <0.1% | 00.0% | 不變 | 歷史 |
| MKLMarkel Group Inc. | COM | 7 | $9,222 | <0.1% | +7 | 新進 | 歷史 |
| VZVerizon Communications Inc | Stock | 237 | $9,338 | <0.1% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 69 | $9,359 | <0.1% | 00.0% | 不變 | 歷史 |
| XMQualtrics International Inc. | COM CL A | 905 | $9,394 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 225 | $9,727 | <0.1% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 41 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FST Tr New Opport MLP & Ene33739M100 | COM | 1,689 | $1.02 萬 | <0.1% | 00.0% | 不變 | – |
| GFIGold Fields Ltd | SPONSORED ADR | 1,000 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | SHS | 32 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOODGladstone Commercial Corp | COM | 578 | $1.07 萬 | <0.1% | +13+2.3% | 加碼 | 歷史 |
| TECKTeck Resources Ltd | CL B | 289 | $1.09 萬 | <0.1% | +49+20.4% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 142 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 327 | $1.13 萬 | <0.1% | +4+1.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 158 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 154 | $1.16 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 261 | $1.19 萬 | <0.1% | 00.0% | 不變 | – |
| METMetlife Inc | Stock | 169 | $1.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 105 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 101 | $1.24 萬 | <0.1% | 00.0% | 不變 | – |
| GEGeneral Electric Co | Stock | 151 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 291 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 138 | $1.27 萬 | <0.1% | +2+1.5% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 111 | $1.27 萬 | <0.1% | −598−84.3% | 減碼 | – |
| PXDPioneer Natural Resources Co | COM | 57 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 285 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 65 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 172 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 19 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PHKPIMCO High Income Fund | COM SHS | 2,854 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 134 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 52 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 56 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 104 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 344 | $1.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 86 | $1.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 314 | $1.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 302 | $1.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 322 | $1.45 萬 | <0.1% | −416−56.4% | 減碼 | – |
| CRMSalesforce, Inc. | Stock | 111 | $1.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 2,740 | $1.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 91 | $1.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 106 | $1.50 萬 | <0.1% | +1+1.0% | 加碼 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 1,454 | $1.52 萬 | <0.1% | 00.0% | 不變 | – |
| CICigna Group | Stock | 47 | $1.56 萬 | <0.1% | −23−32.9% | 減碼 | 歷史 |
| ATIAti Inc | Stock | 535 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 2,744 | $1.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MORNMorningstar, Inc. | COM | 76 | $1.64 萬 | <0.1% | +1+1.3% | 加碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 340 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 204 | $1.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 1,500 | $1.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 188 | $1.75 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287127 | MORNINGSTR US EQ | 346 | $1.82 萬 | <0.1% | 00.0% | 不變 | – |
| ACNAccenture plc | Stock | 69 | $1.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 78 | $1.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 172 | $1.89 萬 | <0.1% | +1+0.6% | 加碼 | 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 |