Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/19 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 305
- 較 2023 年第 1 季 +5
- 總值
- $3.50 億
- 較 2023 年第 1 季 +$1,771 萬 (+5.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 236,215 | $6,500 萬 | 18.6% | −1,445−0.6% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 404,949 | $6,391 萬 | 18.3% | +452+0.1% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 244,431 | $2,685 萬 | 7.7% | −110.0% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 273,591 | $2,644 萬 | 7.6% | −1,617−0.6% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 705,801 | $2,078 萬 | 5.9% | −16,244−2.2% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 206,009 | $2,053 萬 | 5.9% | −116−0.1% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 564,836 | $1,733 萬 | 5.0% | +7,506+1.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 46,096 | $1,703 萬 | 4.9% | −915−1.9% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 296,009 | $1,463 萬 | 4.2% | +4,951+1.7% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 141,453 | $1,149 萬 | 3.3% | +140.0% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 171,875 | $867.1 萬 | 2.5% | +693+0.4% | 加碼 | – |
| SPDR Index Shs FDS78463X103 | PORTFLO EURP ETF | 211,843 | $815.8 萬 | 2.3% | +13,974+7.1% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 288,773 | $785.2 萬 | 2.2% | +4,609+1.6% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 78,733 | $497.6 萬 | 1.4% | +4,632+6.3% | 加碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 88,746 | $339.5 萬 | 1.0% | +1,779+2.0% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 63,302 | $304.2 萬 | 0.9% | +2,234+3.7% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 11,930 | $292.1 萬 | 0.8% | −91−0.8% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,280 | $291.9 萬 | 0.8% | +10.0% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 30,694 | $227.7 萬 | 0.7% | −48−0.2% | 減碼 | – |
| CSXCSX Corp | Stock | 63,318 | $215.9 萬 | 0.6% | +135+0.2% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 21,365 | $213.1 萬 | 0.6% | +406+1.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,606 | $186.3 萬 | 0.5% | −245−2.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,868 | $165.8 萬 | 0.5% | +4+0.1% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,103 | $95.6 萬 | 0.3% | −74−1.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,722 | $71.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,976 | $67.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 4,769 | $62.9 萬 | 0.2% | +151+3.3% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,737 | $61.9 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 5,451 | $60.2 萬 | 0.2% | +1,971+56.6% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,439 | $52.9 萬 | 0.2% | +19+0.2% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 1,676 | $50.0 萬 | 0.1% | +15+0.9% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,598 | $45.2 萬 | 0.1% | +157+10.9% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,092 | $34.2 萬 | 0.1% | −14−0.3% | 減碼 | – |
| AMATApplied Materials Inc | Stock | 2,094 | $30.3 萬 | 0.1% | −9−0.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,725 | $27.0 萬 | 0.1% | +12+0.4% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 581 | $26.6 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,400 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 719 | $22.3 萬 | 0.1% | +2+0.3% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,063 | $21.5 萬 | 0.1% | +31+1.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,937 | $20.8 萬 | 0.1% | +35+1.8% | 加碼 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 9,510 | $20.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 979 | $20.0 萬 | 0.1% | +10+1.0% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 4,241 | $19.6 萬 | 0.1% | +26+0.6% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 415 | $18.4 萬 | 0.1% | +9+2.2% | 加碼 | 歷史 |
| SRSpire Inc | COM | 2,852 | $18.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,160 | $17.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,867 | $17.1 萬 | <0.1% | +14+0.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 297 | $16.0 萬 | <0.1% | +6+2.1% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,090 | $15.5 萬 | <0.1% | −3,288−75.1% | 減碼 | – |
| BABoeing Co | Stock | 648 | $13.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 854 | $13.4 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 547 | $13.3 萬 | <0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 308 | $13.0 萬 | <0.1% | +14+4.8% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 881 | $11.5 萬 | <0.1% | −64−6.8% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 3,370 | $11.3 萬 | <0.1% | −1,716−33.7% | 減碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,749 | $10.9 萬 | <0.1% | 00.0% | 不變 | – |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 3,848 | $10.0 萬 | <0.1% | 00.0% | 不變 | – |
| WYWeyerhaeuser Co | COM NEW | 2,725 | $9.13 萬 | <0.1% | +16+0.6% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 564 | $8.87 萬 | <0.1% | +10+1.8% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 981 | $8.37 萬 | <0.1% | +6+0.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 666 | $8.06 萬 | <0.1% | −135−16.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 851 | $7.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 619 | $7.41 萬 | <0.1% | +36+6.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 255 | $7.32 萬 | <0.1% | −33−11.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 384 | $7.11 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,514 | $7.10 萬 | <0.1% | +5+0.3% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 409 | $5.95 萬 | <0.1% | +18+4.6% | 加碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 371 | $5.88 萬 | <0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 237 | $5.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 766 | $5.59 萬 | <0.1% | 00.0% | 不變 | – |
| HEHawaiian Electric Industries Inc | COM | 1,440 | $5.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 285 | $5.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $5.02 萬 | <0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 496 | $4.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289420 | RUS TP200 VL ETF | 732 | $4.94 萬 | <0.1% | 00.0% | 不變 | – |
| NWNNorthwest Natural Holding Co | COM | 1,134 | $4.88 萬 | <0.1% | +149+15.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 475 | $4.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 200 | $4.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,709 | $4.53 萬 | <0.1% | +54+3.3% | 加碼 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 831 | $4.49 萬 | <0.1% | 00.0% | 不變 | – |
| BOHBank of Hawaii Corp | COM | 1,051 | $4.34 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 155 | $4.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 83 | $3.99 萬 | <0.1% | +2+2.5% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 400 | $3.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 157 | $3.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 224 | $3.71 萬 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $3.71 萬 | <0.1% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 312 | $3.49 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 228 | $3.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 198 | $3.22 萬 | <0.1% | +65+48.9% | 加碼 | – |
| TRVTravelers Companies, Inc. | Stock | 185 | $3.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 179 | $3.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 108 | $3.09 萬 | <0.1% | 00.0% | 不變 | – |
| MMacy's, Inc. | COM | 1,926 | $3.09 萬 | <0.1% | +16+0.8% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 229 | $3.08 萬 | <0.1% | +22+10.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 62 | $3.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVAAvista Corp | COM | 768 | $3.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 814 | $2.99 萬 | <0.1% | +7+0.9% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 899 | $2.97 萬 | <0.1% | +405+82.0% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 600 | $2.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 1 季之後清倉（12 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 450 | $3.73 萬 | <0.1% | – |
| NOGNorthern Oil & Gas, Inc. | COM | 700 | $2.12 萬 | <0.1% | 歷史 |
| First Rep BK San Francisco C33616C100 | COM | 1,363 | $1.91 萬 | <0.1% | – |
| XMQualtrics International Inc. | COM CL A | 553 | $9,860 | <0.1% | 歷史 |
| BTCYBiotricity Inc. | Com | 15,000 | $6,975 | <0.1% | 歷史 |
| VXXBarclays Bank PLC | IPTH SR B S&P | 146 | $6,557 | <0.1% | 歷史 |
| BYNDBeyond Meat, Inc. | COM | 300 | $4,869 | <0.1% | 歷史 |
| Yamana Gold Inc98462Y100 | COM | 404 | $2,363 | <0.1% | – |
| MDLZMondelez International, Inc. | Stock | 19 | $1,325 | <0.1% | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 6 | $1,087 | <0.1% | 歷史 |
| PMPhilip Morris International Inc. | Stock | 10 | $973 | <0.1% | 歷史 |
| TRVNTrevena Inc | COM NEW | 91 | $64 | <0.1% | 歷史 |