Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/23 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 313
- 較 2023 年第 2 季 +8
- 總值
- $3.39 億
- 較 2023 年第 2 季 −$1,088 萬 (−3.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PSXPhillips 66 | Stock | 42 | $5,046 | <0.1% | 00.0% | 不變 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 38 | $5,065 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 105 | $5,243 | <0.1% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 70 | $5,262 | <0.1% | 00.0% | 不變 | – |
| LCIDLucid Group, Inc. | COM | 948 | $5,299 | <0.1% | +745+367.0% | 加碼 | 歷史 |
| BTCYBiotricity Inc. | COM NEW | 2,501 | $5,352 | <0.1% | +2,501 | 新進 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 100 | $5,413 | <0.1% | +100 | 新進 | 歷史 |
| GFIGold Fields Ltd | SPONSORED ADR | 500 | $5,430 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 34 | $5,473 | <0.1% | 00.0% | 不變 | – |
| VLTOVeralto Corp | Stock | 65 | $5,496 | <0.1% | +65 | 新進 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 53 | $5,540 | <0.1% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 74 | $5,596 | <0.1% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 350 | $5,600 | <0.1% | +350 | 新進 | 歷史 |
| TAT&T Inc. | Stock | 390 | $5,859 | <0.1% | +6+1.6% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 83 | $6,002 | <0.1% | 00.0% | 不變 | – |
| CCICrown Castle Inc. | REIT | 69 | $6,350 | <0.1% | 00.0% | 不變 | 歷史 |
| GLWCorning Inc | COM | 230 | $7,008 | <0.1% | 00.0% | 不變 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,000 | $7,060 | <0.1% | 00.0% | 不變 | 歷史 |
| TERTeradyne, Inc | Stock | 71 | $7,133 | <0.1% | 00.0% | 不變 | 歷史 |
| PCGPG&E Corp | Stock | 452 | $7,291 | <0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 530 | $7,434 | <0.1% | +12+2.3% | 加碼 | 歷史 |
| CBChubb Ltd | Stock | 36 | $7,494 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 73 | $7,540 | <0.1% | +73 | 新進 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 132 | $7,541 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 20 | $7,644 | <0.1% | +20 | 新進 | – |
| HYFMHydrofarm Holdings Group, Inc. | COM | 6,410 | $7,820 | <0.1% | +6,410 | 新進 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 192 | $7,953 | <0.1% | −2−1.0% | 減碼 | – |
| EYPTEyePoint, Inc. | COM NEW | 1,000 | $7,990 | <0.1% | 00.0% | 不變 | 歷史 |
| REXRRexford Industrial Realty, Inc. | COM | 163 | $8,044 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 75 | $8,181 | <0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 22 | $8,307 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 225 | $8,503 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 53 | $8,688 | <0.1% | 00.0% | 不變 | – |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 1,023 | $8,828 | <0.1% | 00.0% | 不變 | 歷史 |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 768 | $8,863 | <0.1% | 00.0% | 不變 | 歷史 |
| TREXTrex Co Inc | COM | 146 | $8,998 | <0.1% | +50+52.1% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 64 | $9,251 | <0.1% | +8+14.3% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 26 | $9,501 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 65 | $1.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MKLMarkel Group Inc. | COM | 7 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGMMGM Resorts International | Stock | 287 | $1.05 萬 | <0.1% | +287 | 新進 | 歷史 |
| FST Tr New Opport MLP & Ene33739M100 | COM | 1,689 | $1.06 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 51 | $1.06 萬 | <0.1% | 00.0% | 不變 | – |
| ORCLOracle Corp | Stock | 103 | $1.09 萬 | <0.1% | +1+1.0% | 加碼 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 261 | $1.14 萬 | <0.1% | 00.0% | 不變 | – |
| ALLAllstate Corp | Stock | 104 | $1.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 32 | $1.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IPInternational Paper Co | COM | 340 | $1.21 萬 | <0.1% | +4+1.2% | 加碼 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 330 | $1.22 萬 | <0.1% | +3+0.9% | 加碼 | – |
| BLKBlackRock, Inc. | COM | 19 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ONCYOncolytics Biotech Inc | COM NEW | 5,651 | $1.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 508 | $1.23 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 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 110 | $1.25 萬 | <0.1% | −1−0.9% | 減碼 | – |
| PHKPIMCO High Income Fund | COM SHS | 2,854 | $1.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 142 | $1.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 54 | $1.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 65 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 204 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 57 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 2,740 | $1.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 47 | $1.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 51 | $1.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 125 | $1.35 萬 | <0.1% | +125 | 新進 | 歷史 |
| COPConocoPhillips | Stock | 114 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 86 | $1.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 235 | $1.37 萬 | <0.1% | +235 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 65 | $1.38 萬 | <0.1% | −19−22.6% | 減碼 | – |
| OTISOtis Worldwide Corp | Stock | 172 | $1.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TECKTeck Resources Ltd | CL B | 322 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 52 | $1.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OCOwens Corning | Stock | 103 | $1.41 萬 | <0.1% | −13−11.2% | 減碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 93 | $1.42 萬 | <0.1% | +93 | 新進 | 歷史 |
| GRMNGarmin Ltd | SHS | 141 | $1.48 萬 | <0.1% | +1+0.7% | 加碼 | 歷史 |
| FISVFiserv Inc | Stock | 134 | $1.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 202 | $1.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 44 | $1.53 萬 | <0.1% | +44 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 110 | $1.55 萬 | <0.1% | +1+0.9% | 加碼 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 800 | $1.55 萬 | <0.1% | +800 | 新進 | 歷史 |
| PRUPrudential Financial Inc | Stock | 165 | $1.57 萬 | <0.1% | +165 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 91 | $1.59 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 30 | $1.61 萬 | <0.1% | +30 | 新進 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 295 | $1.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 389 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRINTrinity Capital Inc. | COM | 1,200 | $1.67 萬 | <0.1% | +1,200 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 91 | $1.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 156 | $1.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MORNMorningstar, Inc. | COM | 76 | $1.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 1,822 | $1.80 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 170 | $1.85 萬 | <0.1% | +170 | 新進 | 歷史 |
| FFord Motor Co | Stock | 1,500 | $1.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 196 | $1.89 萬 | <0.1% | +1+0.5% | 加碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 116 | $1.89 萬 | <0.1% | −69−37.3% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 345 | $1.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 78 | $1.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FTNTFortinet, Inc. | Stock | 340 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287127 | MORNINGSTR US EQ | 346 | $2.04 萬 | <0.1% | 00.0% | 不變 | – |
| KMPRKEMPER Corp | COM | 500 | $2.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 1,528 | $2.11 萬 | <0.1% | +31+2.1% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 392 | $2.15 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
2023 年第 2 季之後清倉（16 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HEHawaiian Electric Industries Inc | COM | 1,440 | $5.21 萬 | <0.1% | 歷史 |
| BOHBank of Hawaii Corp | COM | 1,051 | $4.34 萬 | <0.1% | 歷史 |
| SLBSLB Limited | Stock | 600 | $2.95 萬 | <0.1% | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 400 | $2.54 萬 | <0.1% | 歷史 |
| EAElectronic Arts Inc. | COM | 162 | $2.10 萬 | <0.1% | 歷史 |
| VLOValero Energy Corp | Stock | 90 | $1.06 萬 | <0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 158 | $1.01 萬 | <0.1% | 歷史 |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 573 | $9,002 | <0.1% | 歷史 |
| NVSNovartis AG | ADR | 70 | $7,064 | <0.1% | 歷史 |
| NWLNewell Brands Inc. | Stock | 475 | $4,133 | <0.1% | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 33 | $3,500 | <0.1% | – |
| GAPGap Inc | COM | 225 | $2,009 | <0.1% | 歷史 |
| TXMDTherapeuticsMD, Inc. | COM NEW | 40 | $165 | <0.1% | 歷史 |
| CRNCCerence Inc. | COM | 4 | $117 | <0.1% | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 2 | $71 | <0.1% | – |
| AEGAegon Ltd. | NY REGISTRY SHS | 2 | $10 | <0.1% | 歷史 |