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 |
|---|---|---|---|---|---|---|---|
| CHKPCheck Point Software Technologies Ltd | ORD | 38 | $4,774 | <0.1% | 00.0% | 不變 | 歷史 |
| First Trust Indxx Innovative Transaction & Process ETF33741X201 | ETF | 128 | $4,920 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 66 | $4,947 | <0.1% | 00.0% | 不變 | – |
| FCXFreeport-McMoran Inc | Stock | 126 | $5,040 | <0.1% | 00.0% | 不變 | 歷史 |
| LEVILevi Strauss & Co | CL A COM STK | 350 | $5,051 | <0.1% | 00.0% | 不變 | 歷史 |
| PPLIPeople Inc | COM NEW | 81 | $5,087 | <0.1% | +43+113.2% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 70 | $5,290 | <0.1% | −136−66.0% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 105 | $5,417 | <0.1% | +1+1.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 74 | $5,589 | <0.1% | +1+1.4% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 53 | $5,692 | <0.1% | +1+1.9% | 加碼 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 34 | $5,774 | <0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 384 | $6,119 | <0.1% | +53+16.0% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 83 | $6,244 | <0.1% | −127−60.5% | 減碼 | – |
| TREXTrex Co Inc | COM | 96 | $6,294 | <0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 518 | $6,573 | <0.1% | +13+2.6% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 75 | $6,866 | <0.1% | 00.0% | 不變 | 歷史 |
| GFIGold Fields Ltd | SPONSORED ADR | 500 | $6,915 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 36 | $6,932 | <0.1% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 70 | $7,064 | <0.1% | −9−11.4% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 65 | $7,404 | <0.1% | +5+8.3% | 加碼 | 歷史 |
| PCGPG&E Corp | Stock | 452 | $7,811 | <0.1% | 00.0% | 不變 | 歷史 |
| CCICrown Castle Inc. | REIT | 69 | $7,862 | <0.1% | 00.0% | 不變 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,000 | $7,890 | <0.1% | 00.0% | 不變 | 歷史 |
| TERTeradyne, Inc | Stock | 71 | $7,904 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 132 | $8,044 | <0.1% | 00.0% | 不變 | – |
| GLWCorning Inc | COM | 230 | $8,059 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 508 | $8,463 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 228 | $8,479 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 194 | $8,497 | <0.1% | 00.0% | 不變 | – |
| REXRRexford Industrial Realty, Inc. | COM | 163 | $8,512 | <0.1% | 00.0% | 不變 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 1,000 | $8,700 | <0.1% | 00.0% | 不變 | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 573 | $9,002 | <0.1% | 00.0% | 不變 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 1,023 | $9,125 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 225 | $9,167 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 53 | $9,215 | <0.1% | 00.0% | 不變 | – |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 768 | $9,569 | <0.1% | 00.0% | 不變 | 歷史 |
| MKLMarkel Group Inc. | COM | 7 | $9,682 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 22 | $9,691 | <0.1% | 00.0% | 不變 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 158 | $1.01 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 | – |
| SPGIS&P Global Inc. | Stock | 26 | $1.04 萬 | <0.1% | +26 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 90 | $1.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 336 | $1.07 萬 | <0.1% | +5+1.5% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 56 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 51 | $1.12 萬 | <0.1% | 00.0% | 不變 | – |
| ALLAllstate Corp | Stock | 104 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 52 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 65 | $1.16 萬 | <0.1% | +1+1.6% | 加碼 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 327 | $1.18 萬 | <0.1% | +3+0.9% | 加碼 | – |
| PXDPioneer Natural Resources Co | COM | 57 | $1.18 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 114 | $1.18 萬 | <0.1% | +9+8.6% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 261 | $1.20 萬 | <0.1% | 00.0% | 不變 | – |
| TJXTJX Companies Inc | Stock | 142 | $1.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 32 | $1.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 102 | $1.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 2,744 | $1.24 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 51 | $1.26 萬 | <0.1% | +1+2.0% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 111 | $1.28 萬 | <0.1% | 00.0% | 不變 | – |
| BLKBlackRock, Inc. | COM | 19 | $1.31 萬 | <0.1% | −2−9.5% | 減碼 | 歷史 |
| CICigna Group | Stock | 47 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TECKTeck Resources Ltd | CL B | 322 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 301 | $1.36 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 54 | $1.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 2,740 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PHKPIMCO High Income Fund | COM SHS | 2,854 | $1.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 202 | $1.45 萬 | <0.1% | +50+32.9% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 140 | $1.46 萬 | <0.1% | +1+0.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 109 | $1.46 萬 | <0.1% | +1+0.9% | 加碼 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 65 | $1.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ONCYOncolytics Biotech Inc | COM NEW | 5,651 | $1.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MORNMorningstar, Inc. | COM | 76 | $1.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OCOwens Corning | Stock | 116 | $1.51 萬 | <0.1% | +38+48.7% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 172 | $1.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 86 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 204 | $1.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRHCRH Public Ltd Co | ADR | 295 | $1.64 萬 | <0.1% | +295 | 新進 | 歷史 |
| FISVFiserv Inc | Stock | 134 | $1.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 156 | $1.71 萬 | <0.1% | +5+3.3% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 345 | $1.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 389 | $1.73 萬 | <0.1% | +34+9.6% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 91 | $1.77 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 1,821 | $1.82 萬 | <0.1% | +650+55.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 84 | $1.85 萬 | <0.1% | +84 | 新進 | – |
| HONHoneywell International Inc | COM | 91 | $1.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BROSDutch Bros Inc. | CL A | 676 | $1.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 78 | $2.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EAElectronic Arts Inc. | COM | 162 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287127 | MORNINGSTR US EQ | 346 | $2.11 萬 | <0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 195 | $2.12 萬 | <0.1% | +22+12.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 391 | $2.22 萬 | <0.1% | +216+123.4% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 73 | $2.25 萬 | <0.1% | +4+5.8% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 1,500 | $2.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CWCurtiss Wright Corp | Stock | 128 | $2.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 111 | $2.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ATIAti Inc | Stock | 535 | $2.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMPRKEMPER Corp | COM | 500 | $2.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 1,497 | $2.54 萬 | <0.1% | +35+2.4% | 加碼 | – |
| USOUnited States Oil Fund, LP | UNITS | 400 | $2.54 萬 | <0.1% | +400 | 新進 | 歷史 |
| FTNTFortinet, Inc. | Stock | 340 | $2.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 229 | $2.67 萬 | <0.1% | 00.0% | 不變 | – |
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 |