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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。

機構總覽
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%)
申報日
2024/4/16
SEC
Cedar Mountain Advisors, LLC 在 2024 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
State Street SPDR NYSE Technology ETF78464A102ETF0$1<0.1%0不變–
iShares Tr464288638ISHS 5-10YR INVT0$1<0.1%0不變–
iShares Core High Dividend ETF46429B663ETF0$2<0.1%0不變–
Vanguard Total Bond Market ETF921937835ETF0$2<0.1%0不變–
FUVArcimoto IncCOM NEW20$9<0.1%00.0%不變歷史
XOSXos, Inc.COM1$10<0.1%+1新進歷史
AEGAegon Ltd.AMER REG 1 CERT2$12<0.1%00.0%不變歷史
FABCFabric.AI, Inc.COM13$22<0.1%00.0%不變歷史
OGNOrganon & Co.Stock2$38<0.1%+2新進歷史
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM1$55<0.1%00.0%不變–
EADAllspring Income Opportunities FundINC OPPTY FD9$60<0.1%00.0%不變歷史
ACBAurora Cannabis IncCOM14$60<0.1%+13+976.9%加碼依 1 比 10 拆股換算歷史
QSQuantumScape CorpCOM CL A13$82<0.1%+13新進歷史
NKLANikola CorpCOM118$123<0.1%00.0%不變歷史
OCGNOcugen, Inc.COM100$164<0.1%00.0%不變歷史
HPEHewlett Packard Enterprise CoCOM10$173<0.1%00.0%不變歷史
SLIStandard Lithium Ltd.COM150$177<0.1%+150新進歷史
HLNHaleon plcADR22$187<0.1%+22新進歷史
RBLXRoblox CorpStock5$191<0.1%+5新進歷史
SLVMSylvamo CorpCOMMON STOCK4$247<0.1%+4新進歷史
WTRGEssential Utilities, Inc.COM7$266<0.1%+1+16.7%加碼歷史
ROKRockwell Automation, IncStock1$291<0.1%00.0%不變歷史
NOKNokia CorpSPONSORED ADR92$326<0.1%00.0%不變歷史
EMBCEmbecta Corp.Stock31$411<0.1%00.0%不變歷史
KDKyndryl Holdings, Inc.Stock20$435<0.1%00.0%不變歷史
PLUGPlug Power IncStock156$537<0.1%00.0%不變歷史
Barrick Gold Corp067901108COM33$549<0.1%+33新進–
HFROHighland Opportunities & Income FundHIGHLAND INCOME82$576<0.1%00.0%不變歷史
PIPRPiper Sandler CompaniesCOM3$595<0.1%00.0%不變歷史
CASYCaseys General Stores IncCOM2$637<0.1%00.0%不變歷史
CSCOCisco Systems, Inc.Stock13$649<0.1%00.0%不變歷史
ALTMArcadium Lithium plcStock158$681<0.1%+158新進歷史
PTONPeloton Interactive, Inc.CL A COM165$707<0.1%00.0%不變歷史
ROKURoku, IncCOM CL A11$717<0.1%+11新進歷史
WABWestinghouse Air Brake Technologies CorpStock5$728<0.1%00.0%不變歷史
GSKGSK plcADR17$729<0.1%+17新進歷史
AIGAmerican International Group, Inc.Stock10$782<0.1%00.0%不變歷史
BABAAlibaba Group Holding LtdADR11$796<0.1%00.0%不變歷史
LMNDLemonade, Inc.Stock50$821<0.1%00.0%不變歷史
SNAPSnap IncStock74$850<0.1%00.0%不變歷史
AEMAgnico Eagle Mines LtdStock15$883<0.1%00.0%不變歷史
AMDAdvanced Micro Devices IncStock5$902<0.1%00.0%不變歷史
UECUranium Energy CorpCOM135$911<0.1%00.0%不變歷史
MOAltria Group, Inc.Stock21$914<0.1%00.0%不變歷史
WBDWarner Bros. Discovery, Inc.Stock108$943<0.1%+22+25.6%加碼歷史
AEPAmerican Electric Power Co IncStock11$947<0.1%00.0%不變歷史
NIONIO Inc.ADR212$954<0.1%00.0%不變歷史
PAASPan American Silver CorpStock63$957<0.1%00.0%不變歷史
NEENextera Energy IncStock16$1,023<0.1%+16新進歷史
Vanguard Morningstar Small-Cap ETF922908751ETF5$1,143<0.1%00.0%不變–
FVRRFiverr International Ltd.ORD SHS55$1,159<0.1%00.0%不變歷史
VanEck ETF Trust92189F429PREFERRED SECURT66$1,168<0.1%+66新進–
CCitigroup IncStock20$1,265<0.1%00.0%不變歷史
NRGNRG Energy, Inc.Stock19$1,310<0.1%00.0%不變歷史
NEWPNew Pacific Metals CorpCOMMON STOCK981$1,315<0.1%00.0%不變歷史
LMTLockheed Martin CorpStock3$1,365<0.1%00.0%不變歷史
MPTMedical Properties Trust IncCOM295$1,387<0.1%+295新進歷史
CFGCitizens Financial Group IncCOM39$1,415<0.1%00.0%不變歷史
First Tr Exchange Trad FD VI33739H101FST TR GLB FD60$1,423<0.1%00.0%不變–
Flexshares Tr33939L407MORNSTAR UPSTR35$1,437<0.1%00.0%不變–
DNNDenison Mines Corp.COM749$1,461<0.1%00.0%不變歷史
CLOVClover Health Investments, Corp.COM CL A2,000$1,588<0.1%00.0%不變歷史
AALAmerican Airlines Group Inc.Stock107$1,642<0.1%00.0%不變歷史
iShares Tr464288687PFD AND INCM SEC52$1,676<0.1%+52新進–
TILEInterface IncCOM100$1,682<0.1%00.0%不變歷史
TWSTTwist Bioscience CorpCOM50$1,716<0.1%00.0%不變歷史
FLNCFluence Energy, Inc.COM CL A100$1,734<0.1%00.0%不變歷史
Vanguard Intermediate-Term Bond ETF921937819ETF24$1,810<0.1%00.0%不變–
CALYCallaway Golf CoCOM121$1,951<0.1%00.0%不變歷史
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF26$1,976<0.1%00.0%不變–
ProShares Tr74348A467S&P 500 DV ARIST20$2,028<0.1%00.0%不變–
PKSTPeakstone Realty TrustCommon Stock129$2,081<0.1%00.0%不變歷史
LCIDLucid Group, Inc.COM748$2,132<0.1%−200−21.1%減碼歷史
BALLBALL CorpCOM33$2,223<0.1%+33新進歷史
ZZillow Group, Inc.CL C CAP STK47$2,293<0.1%00.0%不變歷史
Exchange Traded Concepts Tru301505707ROBO GLB ETF40$2,346<0.1%00.0%不變–
GTMZoomInfo Technologies Inc.Stock147$2,356<0.1%00.0%不變歷史
SPDR Series Trust78464A821ST STR SP400GRW27$2,357<0.1%00.0%不變–
NSNuStar Energy L.P.UNIT COM102$2,374<0.1%00.0%不變歷史
EXKEndeavour Silver CorpCOM1,000$2,410<0.1%00.0%不變歷史
CMCSAComcast CorpStock56$2,428<0.1%00.0%不變歷史
TMToyota Motor CorpADS10$2,517<0.1%+10新進歷史
CGCCanopy Growth CorpCOM NEW297$2,563<0.1%00.0%不變歷史
CRONCronos Group Inc.COM1,000$2,610<0.1%00.0%不變歷史
RRyder System IncCOM22$2,644<0.1%00.0%不變歷史
AVGOBroadcom Inc.Stock2$2,651<0.1%00.0%不變歷史
UALUnited Airlines Holdings, Inc.COM57$2,729<0.1%00.0%不變歷史
PDCOPatterson Companies, Inc.COM100$2,765<0.1%+100新進歷史
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF28$2,776<0.1%00.0%不變–
Schwab U.S. Large-Cap Value ETF808524409ETF38$2,887<0.1%00.0%不變–
BEBloom Energy CorpCOM CL A259$2,911<0.1%00.0%不變歷史
Siren Nexgen Economy ETF829658202ETF103$2,917<0.1%00.0%不變–
GSGoldman Sachs Group IncStock7$2,924<0.1%00.0%不變歷史
COLBColumbia Banking System, Inc.COM153$2,961<0.1%00.0%不變歷史
WMWaste Management IncStock14$2,984<0.1%+14新進歷史
MRKMerck & Co., Inc.Stock23$3,035<0.1%+23新進歷史
SUNSunoco LPCOM UT REP LP53$3,195<0.1%00.0%不變歷史
UWMCUWM Holdings CorpCOM CL A450$3,267<0.1%00.0%不變歷史
Invesco Exchange Traded FD T46137V142WATER RES ETF50$3,329<0.1%+50新進–
VLTOVeralto CorpStock38$3,373<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。

Cedar Mountain Advisors, LLC 在 2023 年第 4 季之後清倉的部位
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, LPUNITS1,900$12.7 萬<0.1%歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF261$1.21 萬<0.1%–
First Trust Dow Jones Internet Index Fund33733E302ETF18$3,358<0.1%–
LLoews CorpCOM27$1,879<0.1%歷史
NSTGNS Wind Down Co., Inc.COM206$154<0.1%歷史
SOLOElectrameccanica Vehicles Corp.COM NEW120$40<0.1%歷史
UAVSAgEagle Aerial Systems Inc.COM7$1<0.1%歷史