Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/16 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 325
- 較 2023 年第 3 季 +12
- 總值
- $3.69 億
- 較 2023 年第 3 季 +$3,026 萬 (+8.9%)
| 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 | 229,860 | $6,969 萬 | 18.9% | −3,888−1.7% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 402,585 | $6,653 萬 | 18.0% | −1,049−0.3% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 245,010 | $2,849 萬 | 7.7% | +183+0.1% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 270,658 | $2,827 萬 | 7.7% | −1,642−0.6% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 205,233 | $2,222 萬 | 6.0% | −1,061−0.5% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 671,176 | $1,999 萬 | 5.4% | −28,523−4.1% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 45,317 | $1,856 萬 | 5.0% | −466−1.0% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 566,549 | $1,733 萬 | 4.7% | −1,104−0.2% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 298,072 | $1,472 萬 | 4.0% | −290.0% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 143,069 | $1,320 萬 | 3.6% | +485+0.3% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 168,236 | $909.8 萬 | 2.5% | +600+0.4% | 加碼 | – |
| SPDR Index Shs FDS78463X103 | PORTFLO EURP ETF | 213,535 | $861.0 萬 | 2.3% | −856−0.4% | 減碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 293,113 | $810.8 萬 | 2.2% | +2,852+1.0% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 102,300 | $680.2 萬 | 1.8% | −460−0.4% | 減碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 92,081 | $378.0 萬 | 1.0% | +1,422+1.6% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,314 | $310.2 萬 | 0.8% | +22+0.2% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 11,975 | $300.2 萬 | 0.8% | +62+0.5% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 57,230 | $277.3 萬 | 0.8% | +200.0% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 31,056 | $223.7 萬 | 0.6% | +604+2.0% | 加碼 | – |
| CSXCSX Corp | Stock | 63,318 | $219.5 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 20,105 | $200.6 萬 | 0.5% | −421−2.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,863 | $189.9 萬 | 0.5% | +16+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,791 | $180.1 萬 | 0.5% | −25−0.5% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,874 | $97.8 萬 | 0.3% | 00.0% | 不變 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,671 | $75.5 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,837 | $70.5 萬 | 0.2% | +12+0.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,976 | $70.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 4,625 | $65.9 萬 | 0.2% | +7+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,990 | $61.9 萬 | 0.2% | +176+9.7% | 加碼 | – |
| NKENIKE, Inc. | Stock | 5,414 | $58.8 萬 | 0.2% | −43−0.8% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,971 | $52.0 萬 | 0.1% | −512−5.4% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,682 | $49.9 萬 | 0.1% | +6+0.4% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,193 | $37.0 萬 | 0.1% | +346+9.0% | 加碼 | – |
| INTUIntuit Inc. | Stock | 583 | $36.4 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 2,094 | $33.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 14,559 | $33.5 萬 | 0.1% | +5,049+53.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,897 | $27.8 萬 | 0.1% | +12+0.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,683 | $25.6 萬 | 0.1% | +32+1.9% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 734 | $25.4 萬 | 0.1% | +7+1.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 979 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,400 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 3,124 | $21.9 萬 | 0.1% | +30+1.0% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 326 | $21.5 萬 | 0.1% | +1+0.3% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 433 | $21.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 417 | $19.8 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,976 | $18.3 萬 | <0.1% | +94+5.0% | 加碼 | – |
| SRSpire Inc | COM | 2,852 | $17.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,160 | $17.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USOUnited States Oil Fund, LP | UNITS | 1,900 | $12.7 萬 | <0.1% | +1,900 | 新進 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 475 | $12.5 萬 | <0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 1,229 | $12.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 470 | $12.3 萬 | <0.1% | +22+4.9% | 加碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,749 | $11.9 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 764 | $11.4 萬 | <0.1% | −325−29.8% | 減碼 | – |
| WYWeyerhaeuser Co | COM NEW | 2,753 | $9.57 萬 | <0.1% | +14+0.5% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 564 | $8.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 236 | $8.35 萬 | <0.1% | −6−2.5% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 868 | $8.09 萬 | <0.1% | −119−12.1% | 減碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 1,698 | $7.92 萬 | <0.1% | −2,572−60.2% | 減碼 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,516 | $7.81 萬 | <0.1% | +1+0.1% | 加碼 | – |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 2,953 | $7.29 萬 | <0.1% | −920−23.8% | 減碼 | – |
| CVXChevron Corp | Stock | 465 | $6.94 萬 | <0.1% | +18+4.0% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 587 | $6.88 萬 | <0.1% | +477+433.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 426 | $6.00 萬 | <0.1% | −240−36.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 347 | $5.90 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 673 | $5.52 萬 | <0.1% | +673 | 新進 | – |
| GLDSPDR Gold Trust | ETF | 285 | $5.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 379 | $5.29 萬 | <0.1% | −240−38.8% | 減碼 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,781 | $5.21 萬 | <0.1% | +36+2.1% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $5.16 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 661 | $5.14 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 732 | $5.14 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288703 | MRNING SM CP ETF | 831 | $4.92 萬 | <0.1% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 200 | $4.73 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 89 | $4.72 萬 | <0.1% | +46+107.0% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 200 | $4.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 1,144 | $4.45 萬 | <0.1% | +5+0.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 404 | $4.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 83 | $4.37 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 249 | $4.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 157 | $4.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMacy's, Inc. | COM | 1,974 | $3.97 萬 | <0.1% | +28+1.4% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 899 | $3.89 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 429 | $3.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $3.82 萬 | <0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 244 | $3.78 萬 | <0.1% | +13+5.6% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 155 | $3.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 316 | $3.76 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 62 | $3.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 225 | $3.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 202 | $3.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COFCapital One Financial Corp | Stock | 264 | $3.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BROSDutch Bros Inc. | CL A | 1,091 | $3.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WCNWaste Connections, Inc. | COM | 228 | $3.40 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 109 | $3.37 萬 | <0.1% | +1+0.9% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 198 | $3.37 萬 | <0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 110 | $3.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 643 | $3.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 1,541 | $3.16 萬 | <0.1% | +13+0.9% | 加碼 | – |
| TDYTeledyne Technologies Inc | COM | 68 | $3.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 3 季之後清倉（6 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 3 季股數 | 2023 年第 3 季市值 | 2023 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| INTCIntel Corp | Stock | 2,924 | $10.4 萬 | <0.1% | 歷史 |
| FTNTFortinet, Inc. | Stock | 340 | $2.00 萬 | <0.1% | 歷史 |
| TERTeradyne, Inc | Stock | 71 | $7,133 | <0.1% | 歷史 |
| GLWCorning Inc | COM | 230 | $7,008 | <0.1% | 歷史 |
| ARGOArgo Group International Holdings, Inc. | COM | 146 | $4,357 | <0.1% | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 38 | $3,558 | <0.1% | 歷史 |