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 |
|---|---|---|---|---|---|---|---|
| COLMColumbia Sportswear Co | COM | 53 | $4,189 | <0.1% | +1+1.9% | 加碼 | 歷史 |
| PPLIPeople Inc | COM NEW | 81 | $4,243 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 69 | $4,370 | <0.1% | 00.0% | 不變 | – |
| HBIHanesbrands Inc. | COM | 1,000 | $4,460 | <0.1% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 137 | $4,613 | <0.1% | 00.0% | 不變 | 歷史 |
| XUnited States Steel Corp | COM | 99 | $4,816 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 128 | $4,826 | <0.1% | 00.0% | 不變 | 歷史 |
| AGCOAGCO Corp | COM | 41 | $4,978 | <0.1% | +41 | 新進 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 62 | $5,144 | <0.1% | 00.0% | 不變 | – |
| First Trust Indxx Innovative Transaction & Process ETF33741X201 | ETF | 131 | $5,342 | <0.1% | +1+0.8% | 加碼 | – |
| FCXFreeport-McMoran Inc | Stock | 126 | $5,364 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 70 | $5,391 | <0.1% | 00.0% | 不變 | – |
| PSXPhillips 66 | Stock | 42 | $5,592 | <0.1% | 00.0% | 不變 | 歷史 |
| AKRAcadia Realty Trust | COM SH BEN INT | 330 | $5,613 | <0.1% | +4+1.2% | 加碼 | 歷史 |
| LEVILevi Strauss & Co | CL A COM STK | 350 | $5,789 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 54 | $5,790 | <0.1% | +1+1.9% | 加碼 | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 38 | $5,806 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 75 | $5,829 | <0.1% | +1+1.4% | 加碼 | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 196 | $5,856 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 106 | $5,879 | <0.1% | +1+1.0% | 加碼 | – |
| HYFMHydrofarm Holdings Group, Inc. | COM | 6,410 | $5,881 | <0.1% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 350 | $6,010 | <0.1% | 00.0% | 不變 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 100 | $6,039 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 34 | $6,080 | <0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 396 | $6,647 | <0.1% | +6+1.5% | 加碼 | 歷史 |
| GFIGold Fields Ltd | SPONSORED ADR | 500 | $7,230 | <0.1% | 00.0% | 不變 | 歷史 |
| MRNAModerna, Inc. | Stock | 73 | $7,260 | <0.1% | 00.0% | 不變 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 542 | $7,479 | <0.1% | +12+2.3% | 加碼 | 歷史 |
| ONCYOncolytics Biotech Inc | COM NEW | 5,651 | $7,629 | <0.1% | 00.0% | 不變 | 歷史 |
| EXCExelon Corp | Stock | 225 | $8,078 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 36 | $8,136 | <0.1% | 00.0% | 不變 | 歷史 |
| PCGPG&E Corp | Stock | 452 | $8,150 | <0.1% | 00.0% | 不變 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 61 | $8,411 | <0.1% | +29+90.6% | 加碼 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,000 | $8,460 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 132 | $8,507 | <0.1% | 00.0% | 不變 | – |
| CEGConstellation Energy Corp | Stock | 75 | $8,767 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 20 | $8,964 | <0.1% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 192 | $9,070 | <0.1% | 00.0% | 不變 | – |
| CCICrown Castle Inc. | REIT | 79 | $9,100 | <0.1% | +10+14.5% | 加碼 | 歷史 |
| REXRRexford Industrial Realty, Inc. | COM | 163 | $9,144 | <0.1% | 00.0% | 不變 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 64 | $9,360 | <0.1% | 00.0% | 不變 | 歷史 |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 768 | $9,362 | <0.1% | 00.0% | 不變 | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 1,023 | $9,647 | <0.1% | 00.0% | 不變 | 歷史 |
| MKLMarkel Group Inc. | COM | 7 | $9,939 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 53 | $1.02 萬 | <0.1% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 66 | $1.04 萬 | <0.1% | +1+1.5% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 22 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ORCLOracle Corp | Stock | 103 | $1.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 49 | $1.14 萬 | <0.1% | −2−3.9% | 減碼 | – |
| CMGChipotle Mexican Grill Inc | COM | 5 | $1.14 萬 | <0.1% | +5 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 26 | $1.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FST Tr New Opport MLP & Ene33739M100 | COM | 1,689 | $1.16 萬 | <0.1% | 00.0% | 不變 | – |
| OCOwens Corning | Stock | 79 | $1.17 萬 | <0.1% | −24−23.3% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 154 | $1.19 萬 | <0.1% | +154 | 新進 | 歷史 |
| RIVNRivian Automotive, Inc. | Stock | 508 | $1.19 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TREXTrex Co Inc | COM | 146 | $1.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 261 | $1.21 萬 | <0.1% | 00.0% | 不變 | – |
| IPInternational Paper Co | COM | 345 | $1.25 萬 | <0.1% | +5+1.5% | 加碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 57 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MGMMGM Resorts International | Stock | 287 | $1.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 51 | $1.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LINLinde PLC | Stock | 32 | $1.31 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 114 | $1.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 204 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 142 | $1.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 77 | $1.35 萬 | <0.1% | −294−79.2% | 減碼 | – |
| TECKTeck Resources Ltd | CL B | 322 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 2,740 | $1.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 47 | $1.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PHKPIMCO High Income Fund | COM SHS | 2,854 | $1.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 235 | $1.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 104 | $1.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 86 | $1.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 52 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 2,744 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 65 | $1.50 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 333 | $1.53 萬 | <0.1% | +3+0.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 65 | $1.54 萬 | <0.1% | 00.0% | 不變 | – |
| OTISOtis Worldwide Corp | Stock | 172 | $1.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 800 | $1.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | COM | 21 | $1.70 萬 | <0.1% | +2+10.5% | 加碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 165 | $1.71 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRINTrinity Capital Inc. | COM | 1,200 | $1.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 134 | $1.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 125 | $1.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 44 | $1.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ADIAnalog Devices Inc | Stock | 91 | $1.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 142 | $1.82 萬 | <0.1% | +1+0.7% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 1,500 | $1.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 93 | $1.85 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 32 | $1.86 萬 | <0.1% | +32 | 新進 | 歷史 |
| HONHoneywell International Inc | COM | 91 | $1.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 33 | $1.92 萬 | <0.1% | +3+10.0% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 120 | $1.97 萬 | <0.1% | +10+9.1% | 加碼 | 歷史 |
| VTRSViatris Inc | Stock | 1,822 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 345 | $1.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 156 | $1.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 389 | $2.02 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 295 | $2.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DVNDevon Energy Corp | Stock | 475 | $2.15 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 |