Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/11 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 300
- 較 2022 年第 4 季 −10
- 總值
- $3.32 億
- 較 2022 年第 4 季 +$1,364 萬 (+4.3%)
| 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 | 404,497 | $6,159 萬 | 18.5% | −740.0% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 237,660 | $5,807 萬 | 17.5% | −420.0% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 244,442 | $2,596 萬 | 7.8% | +1,407+0.6% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 275,208 | $2,506 萬 | 7.5% | +3,805+1.4% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 722,045 | $2,139 萬 | 6.4% | −29,005−3.9% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 206,125 | $1,993 萬 | 6.0% | +1,048+0.5% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 557,330 | $1,696 萬 | 5.1% | +1,334+0.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 47,011 | $1,509 萬 | 4.5% | +421+0.9% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 291,058 | $1,435 萬 | 4.3% | +2,163+0.7% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 141,439 | $1,102 萬 | 3.3% | +5,493+4.0% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 171,182 | $810.0 萬 | 2.4% | +343+0.2% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 284,164 | $766.1 萬 | 2.3% | +877+0.3% | 加碼 | – |
| SPDR Index Shs FDS78463X103 | PORTFLO EURP ETF | 197,869 | $752.5 萬 | 2.3% | +197,869 | 新進 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 74,101 | $459.1 萬 | 1.4% | −18,972−20.4% | 減碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 86,967 | $324.6 萬 | 1.0% | +975+1.1% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 61,068 | $298.0 萬 | 0.9% | +4,009+7.0% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,279 | $295.6 萬 | 0.9% | −20−0.2% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 12,021 | $286.7 萬 | 0.9% | −216−1.8% | 減碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 30,742 | $229.7 萬 | 0.7% | −182−0.6% | 減碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 20,959 | $208.0 萬 | 0.6% | +80+0.4% | 加碼 | – |
| CSXCSX Corp | Stock | 63,183 | $189.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 9,851 | $162.4 萬 | 0.5% | +6+0.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,864 | $140.2 萬 | 0.4% | +1,918+65.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,177 | $92.4 萬 | 0.3% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 4,618 | $76.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,976 | $61.0 萬 | 0.2% | −12−0.6% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,378 | $60.5 萬 | 0.2% | −57,855−93.0% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,722 | $56.5 萬 | 0.2% | +28+1.0% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,734 | $54.7 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,420 | $52.0 萬 | 0.2% | +90+1.0% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,661 | $46.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 3,480 | $42.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,441 | $36.0 萬 | 0.1% | +65+4.7% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,106 | $34.1 萬 | 0.1% | −1,427−25.8% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 2,713 | $28.3 萬 | 0.1% | +61+2.3% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 580 | $25.9 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,103 | $25.8 萬 | 0.1% | −330−13.6% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,400 | $21.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 717 | $21.2 萬 | 0.1% | −28−3.8% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,032 | $21.1 萬 | 0.1% | +31+1.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,902 | $20.9 萬 | 0.1% | −180−8.6% | 減碼 | 歷史 |
| SRSpire Inc | COM | 2,852 | $20.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 4,215 | $19.8 萬 | 0.1% | +17+0.4% | 加碼 | – |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 9,510 | $19.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 969 | $19.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,160 | $17.2 萬 | 0.1% | +38+3.4% | 加碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,853 | $17.2 萬 | 0.1% | +13+0.7% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 406 | $16.6 萬 | 0.1% | +133+48.7% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 5,086 | $16.6 萬 | <0.1% | +275+5.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 291 | $14.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 853 | $13.9 萬 | <0.1% | −84−9.0% | 減碼 | 歷史 |
| BABoeing Co | Stock | 648 | $13.8 萬 | <0.1% | −36−5.3% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 547 | $12.3 萬 | <0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 945 | $9.76 萬 | <0.1% | +43+4.8% | 加碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,749 | $9.68 萬 | <0.1% | 00.0% | 不變 | – |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 3,848 | $9.17 萬 | <0.1% | +25+0.7% | 加碼 | – |
| MSMorgan Stanley | Stock | 975 | $8.56 萬 | <0.1% | +5+0.5% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 851 | $8.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 801 | $8.33 萬 | <0.1% | +28+3.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 294 | $8.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 554 | $8.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,709 | $8.16 萬 | <0.1% | +15+0.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 383 | $6.99 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,509 | $6.80 萬 | <0.1% | +7+0.5% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 288 | $6.10 萬 | <0.1% | +131+83.4% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 583 | $6.05 萬 | <0.1% | +24+4.3% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 237 | $5.96 萬 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| HEHawaiian Electric Industries Inc | COM | 1,440 | $5.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BOHBank of Hawaii Corp | COM | 1,050 | $5.47 萬 | <0.1% | +2+0.2% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 766 | $5.36 萬 | <0.1% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 285 | $5.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 496 | $5.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 371 | $5.15 萬 | <0.1% | +371 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 391 | $5.09 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $4.89 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 732 | $4.77 萬 | <0.1% | +732 | 新進 | – |
| NWNNorthwest Natural Holding Co | COM | 985 | $4.69 萬 | <0.1% | +3+0.3% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 475 | $4.65 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,655 | $4.36 萬 | <0.1% | +29+1.8% | 加碼 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 831 | $4.34 萬 | <0.1% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 200 | $4.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 155 | $3.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 81 | $3.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $3.75 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 450 | $3.73 萬 | <0.1% | +450 | 新進 | – |
| PAYXPaychex Inc | Stock | 310 | $3.55 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 157 | $3.54 萬 | <0.1% | −32−16.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 223 | $3.46 萬 | <0.1% | +13+6.2% | 加碼 | 歷史 |
| MMacy's, Inc. | COM | 1,910 | $3.34 萬 | <0.1% | +15+0.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 207 | $3.29 萬 | <0.1% | −78−27.4% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 807 | $3.29 萬 | <0.1% | +6+0.7% | 加碼 | 歷史 |
| AVAAvista Corp | COM | 768 | $3.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 185 | $3.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WCNWaste Connections, Inc. | COM | 228 | $3.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 54 | $3.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 68 | $3.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 108 | $2.98 萬 | <0.1% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 179 | $2.95 萬 | <0.1% | −20−10.1% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 600 | $2.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMPRKEMPER Corp | COM | 500 | $2.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（28 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AMPYAmplify Energy Corp. | COM | 5,000 | $4.39 萬 | <0.1% | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 284 | $4.12 萬 | <0.1% | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 417 | $3.01 萬 | <0.1% | – |
| CSCOCisco Systems, Inc. | Stock | 302 | $1.44 萬 | <0.1% | 歷史 |
| METMetlife Inc | Stock | 169 | $1.22 萬 | <0.1% | 歷史 |
| GOODGladstone Commercial Corp | COM | 578 | $1.07 萬 | <0.1% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 41 | $1.02 萬 | <0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 18 | $8,757 | <0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 91 | $8,480 | <0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 87 | $7,273 | <0.1% | 歷史 |
| TFCTruist Financial Corp | COM | 163 | $7,014 | <0.1% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 44 | $6,949 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 67 | $6,900 | <0.1% | 歷史 |
| KEYKeycorp | COM | 377 | $6,567 | <0.1% | 歷史 |
| XELXcel Energy Inc | Stock | 89 | $6,240 | <0.1% | 歷史 |
| DDominion Energy, Inc | Stock | 83 | $5,090 | <0.1% | 歷史 |
| PRUPrudential Financial Inc | Stock | 51 | $5,072 | <0.1% | 歷史 |
| COUPCoupa Software Inc | COM | 50 | $3,959 | <0.1% | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 71 | $3,691 | <0.1% | 歷史 |
| WATTEnergous Corp | COM | 450 | $376 | <0.1% | 歷史 |
| EUOProShares Trust II | ULTRASHRT EURO | 10 | $295 | <0.1% | 歷史 |
| NEOGNeogen Corp | COM | 13 | $198 | <0.1% | 歷史 |
| FSMFortuna Mining Corp. | COM | 50 | $188 | <0.1% | 歷史 |
| GLDGGoldMining Inc. | COM | 150 | $170 | <0.1% | 歷史 |
| ASMAvino Silver & Gold Mines Ltd | COM | 130 | $88 | <0.1% | 歷史 |
| PPTAPerpetua Resources Corp. | COM | 23 | $67 | <0.1% | 歷史 |
| FURYFury Gold Mines Ltd | COM | 143 | $61 | <0.1% | 歷史 |
| Excellon Res Inc30069C801 | COM | 120 | $38 | <0.1% | – |