Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/11 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 341
- 較 2024 年第 1 季 −8
- 總值
- $4.05 億
- 較 2024 年第 1 季 +$731.0 萬 (+1.8%)
| 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 | 226,876 | $8,270 萬 | 20.4% | −1,908−0.8% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 409,407 | $7,143 萬 | 17.6% | +4,494+1.1% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 272,819 | $3,011 萬 | 7.4% | +2,409+0.9% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 248,687 | $3,003 萬 | 7.4% | +2,388+1.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 209,716 | $2,237 萬 | 5.5% | +3,484+1.7% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 45,011 | $2,157 萬 | 5.3% | −10.0% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 674,014 | $2,002 萬 | 4.9% | +1,442+0.2% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 610,462 | $1,883 萬 | 4.7% | +29,266+5.0% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 320,706 | $1,594 萬 | 3.9% | +14,595+4.8% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 143,688 | $1,435 萬 | 3.5% | +917+0.6% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 174,882 | $1,111 萬 | 2.7% | +5,327+3.1% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 313,804 | $930.1 萬 | 2.3% | +16,436+5.5% | 加碼 | – |
| SPDR Index Shs FDS78463X103 | PORTFLO EURP ETF | 213,747 | $892.4 萬 | 2.2% | +1,088+0.5% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 107,167 | $734.4 萬 | 1.8% | +2,066+2.0% | 加碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 95,310 | $421.6 萬 | 1.0% | +1,801+1.9% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 12,640 | $336.2 萬 | 0.8% | +605+5.0% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,215 | $315.4 萬 | 0.8% | −42−0.3% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 60,907 | $293.1 萬 | 0.7% | +1,984+3.4% | 加碼 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 33,844 | $259.2 萬 | 0.6% | +2,200+7.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,792 | $214.2 萬 | 0.5% | −20.0% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 63,318 | $211.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 20,800 | $209.4 萬 | 0.5% | +322+1.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,551 | $201.2 萬 | 0.5% | −56−0.6% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,494 | $91.2 萬 | 0.2% | −392−8.0% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,291 | $85.7 萬 | 0.2% | +103+4.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,899 | $77.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,665 | $72.2 萬 | 0.2% | −8−0.2% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 4,634 | $68.6 萬 | 0.2% | −7−0.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,746 | $54.3 萬 | 0.1% | +9+0.3% | 加碼 | 歷史 |
| Hennessy FDS Tr42588P692 | STANCE ESG LARGE | 18,404 | $54.1 萬 | 0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 4,182 | $51.7 萬 | 0.1% | −148−3.4% | 減碼依 10 比 1 拆股換算 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,247 | $49.7 萬 | 0.1% | +474+6.1% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 1,845 | $43.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,676 | $42.7 萬 | 0.1% | −6−0.4% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 585 | $38.4 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 4,993 | $37.6 萬 | 0.1% | +198+4.1% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 4,187 | $35.1 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,692 | $32.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 549 | $29.9 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 14,559 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 1,549 | $28.2 萬 | 0.1% | +253+19.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 326 | $27.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 743 | $25.6 萬 | 0.1% | −7−0.9% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,185 | $24.7 萬 | 0.1% | +29+0.9% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,200 | $22.8 萬 | 0.1% | −200−8.3% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,926 | $22.8 萬 | 0.1% | +16+0.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 979 | $22.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,160 | $19.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SRSpire Inc | COM | 2,852 | $17.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,361 | $15.7 萬 | <0.1% | +132+10.7% | 加碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,562 | $14.2 萬 | <0.1% | +20+1.3% | 加碼 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,666 | $13.6 萬 | <0.1% | −83−4.7% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 267 | $13.5 萬 | <0.1% | +49+22.5% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 764 | $12.3 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 1,791 | $12.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 372 | $11.1 萬 | <0.1% | −103−21.7% | 減碼 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,518 | $8.69 萬 | <0.1% | +1+0.1% | 加碼 | – |
| MSMorgan Stanley | Stock | 879 | $8.55 萬 | <0.1% | +5+0.6% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,796 | $7.94 萬 | <0.1% | +18+0.6% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 426 | $7.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,859 | $7.39 萬 | <0.1% | +42+2.3% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 422 | $7.31 萬 | <0.1% | +301+248.8% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 391 | $7.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 2,981 | $7.00 萬 | <0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 447 | $6.99 萬 | <0.1% | −18−3.9% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 285 | $6.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $5.51 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 477 | $5.51 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 673 | $5.50 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464289420 | RUS TP200 VL ETF | 732 | $5.48 萬 | <0.1% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 268 | $5.41 萬 | <0.1% | −45−14.4% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 200 | $5.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 89 | $4.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 1,362 | $4.65 萬 | <0.1% | +383+39.1% | 加碼 | 歷史 |
| BROSDutch Bros Inc. | CL A | 1,091 | $4.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 202 | $4.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 200 | $4.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 83 | $4.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 727 | $4.21 萬 | <0.1% | −104−12.5% | 減碼 | – |
| NWNNorthwest Natural Holding Co | COM | 1,154 | $4.17 萬 | <0.1% | +5+0.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 404 | $4.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 509 | $4.13 萬 | <0.1% | −152−23.0% | 減碼 | – |
| VVisa Inc. | Stock | 157 | $4.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 249 | $4.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 237 | $4.07 萬 | <0.1% | −9−3.7% | 減碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 228 | $4.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 850 | $3.88 萬 | <0.1% | +8+1.0% | 加碼 | – |
| MMacy's, Inc. | COM | 2,010 | $3.86 萬 | <0.1% | +19+1.0% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 320 | $3.80 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $3.73 萬 | <0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 110 | $3.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 365 | $3.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 155 | $3.62 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 198 | $3.61 萬 | <0.1% | 00.0% | 不變 | – |
| VXXBarclays Bank PLC | IPTH SR B S&P | 3,304 | $3.61 萬 | <0.1% | +3,304 | 新進 | 歷史 |
| CWCurtiss Wright Corp | Stock | 128 | $3.47 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 109 | $3.45 萬 | <0.1% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 62 | $3.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 101 | $3.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 259 | $3.33 萬 | <0.1% | +259 | 新進 | – |
2024 年第 1 季之後清倉（18 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CRHCRH Public Ltd Co | ORD | 295 | $2.54 萬 | <0.1% | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 65 | $1.69 萬 | <0.1% | – |
| PXDPioneer Natural Resources Co | COM | 57 | $1.50 萬 | <0.1% | 歷史 |
| FST Tr New Opport MLP & Ene33739M100 | COM | 1,689 | $1.29 萬 | <0.1% | – |
| CCICrown Castle Inc. | REIT | 79 | $8,361 | <0.1% | 歷史 |
| AXPAmerican Express Co | Stock | 18 | $4,098 | <0.1% | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 47 | $3,832 | <0.1% | – |
| CRONCronos Group Inc. | COM | 1,000 | $2,610 | <0.1% | 歷史 |
| NSNuStar Energy L.P. | UNIT COM | 102 | $2,374 | <0.1% | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 20 | $2,028 | <0.1% | – |
| TWSTTwist Bioscience Corp | COM | 50 | $1,716 | <0.1% | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 35 | $1,437 | <0.1% | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 60 | $1,423 | <0.1% | – |
| CFGCitizens Financial Group Inc | COM | 39 | $1,415 | <0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 3 | $1,365 | <0.1% | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 11 | $947 | <0.1% | 歷史 |
| LMNDLemonade, Inc. | Stock | 50 | $821 | <0.1% | 歷史 |
| FUVArcimoto Inc | COM NEW | 20 | $9 | <0.1% | 歷史 |