Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/16 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 349
- 較 2023 年第 4 季 +24
- 總值
- $3.98 億
- 較 2023 年第 4 季 +$2,824 萬 (+7.6%)
| 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 | 228,784 | $7,711 萬 | 19.4% | −1,076−0.5% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 404,913 | $7,252 萬 | 18.2% | +2,328+0.6% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 246,299 | $3,087 萬 | 7.8% | +1,289+0.5% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 270,410 | $3,086 萬 | 7.8% | −248−0.1% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 206,232 | $2,279 萬 | 5.7% | +999+0.5% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 672,572 | $2,002 萬 | 5.0% | +1,396+0.2% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 45,012 | $1,999 萬 | 5.0% | −305−0.7% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 581,196 | $1,792 萬 | 4.5% | +14,647+2.6% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 306,111 | $1,521 萬 | 3.8% | +8,039+2.7% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 142,771 | $1,462 萬 | 3.7% | −298−0.2% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 169,555 | $1,024 萬 | 2.6% | +1,319+0.8% | 加碼 | – |
| SPDR Index Shs FDS78463X103 | PORTFLO EURP ETF | 212,659 | $894.9 萬 | 2.3% | −876−0.4% | 減碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 297,368 | $885.6 萬 | 2.2% | +4,255+1.5% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 105,101 | $723.1 萬 | 1.8% | +2,801+2.7% | 加碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 93,509 | $416.1 萬 | 1.0% | +1,428+1.6% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,257 | $331.1 萬 | 0.8% | −57−0.4% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 12,035 | $325.6 萬 | 0.8% | +60+0.5% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 58,923 | $284.1 萬 | 0.7% | +1,693+3.0% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 31,644 | $241.6 萬 | 0.6% | +588+1.9% | 加碼 | – |
| CSXCSX Corp | Stock | 63,318 | $234.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 20,478 | $205.9 萬 | 0.5% | +373+1.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,794 | $201.7 萬 | 0.5% | +3+0.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 9,607 | $164.7 萬 | 0.4% | −256−2.6% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,886 | $102.8 萬 | 0.3% | +12+0.2% | 加碼 | – |
| TGTTarget Corp | Stock | 4,641 | $82.2 萬 | 0.2% | +16+0.3% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,899 | $79.9 萬 | 0.2% | −77−3.9% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,188 | $75.3 萬 | 0.2% | +198+9.9% | 加碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,673 | $75.2 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| Hennessy FDS Tr42588P692 | STANCE ESG LARGE | 18,404 | $55.7 萬 | 0.1% | +18,404 | 新進 | – |
| TSLATesla, Inc. | Stock | 2,737 | $48.1 萬 | 0.1% | −100−3.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,682 | $47.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,773 | $46.9 萬 | 0.1% | −1,198−13.4% | 減碼 | – |
| NKENIKE, Inc. | Stock | 4,795 | $45.1 萬 | 0.1% | −619−11.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 433 | $39.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,845 | $38.0 萬 | 0.1% | −249−11.9% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 584 | $38.0 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,187 | $36.2 萬 | 0.1% | −6−0.1% | 減碼 | – |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 14,559 | $31.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,692 | $30.5 萬 | 0.1% | +9+0.5% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 750 | $28.8 萬 | 0.1% | +16+2.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 548 | $28.7 萬 | 0.1% | +131+31.4% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,910 | $26.6 萬 | 0.1% | +13+0.4% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,400 | $25.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 1,296 | $25.0 萬 | 0.1% | +826+175.7% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 979 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 326 | $23.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 3,156 | $22.6 萬 | 0.1% | +32+1.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,160 | $18.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SRSpire Inc | COM | 2,852 | $17.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,229 | $14.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,542 | $14.2 萬 | <0.1% | −434−22.0% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 475 | $13.7 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,749 | $13.2 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 764 | $12.4 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 1,791 | $10.8 萬 | <0.1% | +99+5.9% | 加碼依 3 比 1 拆股換算 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 218 | $10.6 萬 | <0.1% | −18−7.6% | 減碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,778 | $9.98 萬 | <0.1% | +25+0.9% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,517 | $8.68 萬 | <0.1% | +1+0.1% | 加碼 | – |
| MSMorgan Stanley | Stock | 874 | $8.23 萬 | <0.1% | +6+0.7% | 加碼 | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 2,981 | $7.36 萬 | <0.1% | +28+0.9% | 加碼 | – |
| CVXChevron Corp | Stock | 465 | $7.33 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 426 | $6.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,817 | $6.46 萬 | <0.1% | +36+2.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 313 | $6.27 萬 | <0.1% | −34−9.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 391 | $5.90 萬 | <0.1% | +12+3.2% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 285 | $5.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464289420 | RUS TP200 VL ETF | 732 | $5.59 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $5.58 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 661 | $5.56 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 477 | $5.52 萬 | <0.1% | −110−18.7% | 減碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 673 | $5.50 萬 | <0.1% | 00.0% | 不變 | – |
| COINCoinbase Global, Inc. | COM CL A | 202 | $5.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 429 | $5.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 89 | $5.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 200 | $5.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 831 | $5.09 萬 | <0.1% | 00.0% | 不變 | – |
| DHRDanaher Corp | Stock | 200 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 246 | $4.48 萬 | <0.1% | +2+0.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 157 | $4.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 249 | $4.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 404 | $4.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 1,149 | $4.28 萬 | <0.1% | +5+0.4% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 83 | $4.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 110 | $4.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMacy's, Inc. | COM | 1,991 | $3.98 萬 | <0.1% | +17+0.9% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 979 | $3.96 萬 | <0.1% | +979 | 新進 | 歷史 |
| WCNWaste Connections, Inc. | COM | 228 | $3.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 318 | $3.90 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 842 | $3.87 萬 | <0.1% | −856−50.4% | 減碼 | – |
| BDXBecton Dickinson & Co | Stock | 155 | $3.84 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $3.72 萬 | <0.1% | 00.0% | 不變 | – |
| USBUS Bancorp DE | COM NEW | 829 | $3.71 萬 | <0.1% | −70−7.8% | 減碼 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 109 | $3.67 萬 | <0.1% | 00.0% | 不變 | – |
| WFCWells Fargo & Company | Stock | 625 | $3.62 萬 | <0.1% | −18−2.8% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 198 | $3.62 萬 | <0.1% | 00.0% | 不變 | – |
| BROSDutch Bros Inc. | CL A | 1,091 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 226 | $3.58 萬 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 365 | $3.56 萬 | <0.1% | +17+4.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 111 | $3.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CWCurtiss Wright Corp | Stock | 128 | $3.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 4 季之後清倉（7 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| USOUnited States Oil Fund, LP | UNITS | 1,900 | $12.7 萬 | <0.1% | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 261 | $1.21 萬 | <0.1% | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 18 | $3,358 | <0.1% | – |
| LLoews Corp | COM | 27 | $1,879 | <0.1% | 歷史 |
| NSTGNS Wind Down Co., Inc. | COM | 206 | $154 | <0.1% | 歷史 |
| SOLOElectrameccanica Vehicles Corp. | COM NEW | 120 | $40 | <0.1% | 歷史 |
| UAVSAgEagle Aerial Systems Inc. | COM | 7 | $1 | <0.1% | 歷史 |