Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/15 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 335
- 較 2024 年第 2 季 −6
- 總值
- $4.44 億
- 較 2024 年第 2 季 +$3,864 萬 (+9.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Value ETF464287598 | ETF | 410,900 | $7,799 萬 | 17.6% | +1,493+0.4% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 205,416 | $7,711 萬 | 17.4% | −21,460−9.5% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 249,347 | $3,298 萬 | 7.4% | +660+0.3% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 276,566 | $3,244 萬 | 7.3% | +3,747+1.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 216,751 | $2,535 萬 | 5.7% | +7,035+3.4% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 740,563 | $2,242 萬 | 5.1% | +66,549+9.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 41,871 | $2,044 萬 | 4.6% | −3,140−7.0% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 146,654 | $1,612 萬 | 3.6% | +2,966+2.1% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 296,487 | $1,409 萬 | 3.2% | +295,637+34,780.8% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 49,708 | $1,403 萬 | 3.2% | +37,068+293.3% | 加碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 214,013 | $1,140 萬 | 2.6% | +214,013 | 新進 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 169,000 | $1,137 萬 | 2.6% | −5,882−3.4% | 減碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 328,261 | $1,020 萬 | 2.3% | +14,457+4.6% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 108,061 | $793.4 萬 | 1.8% | +894+0.8% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 249,172 | $768.7 萬 | 1.7% | −361,290−59.2% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 153,297 | $763.1 萬 | 1.7% | −167,409−52.2% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 74,321 | $752.7 萬 | 1.7% | +74,321 | 新進 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 95,145 | $461.0 萬 | 1.0% | −165−0.2% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,228 | $366.1 萬 | 0.8% | +13+0.1% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 35,983 | $298.7 萬 | 0.7% | +2,139+6.3% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 53,748 | $263.3 萬 | 0.6% | −7,159−11.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,666 | $245.4 萬 | 0.6% | +8,666 | 新進 | – |
| CSXCSX Corp | Stock | 63,319 | $218.6 萬 | 0.5% | +10.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 9,272 | $216.0 萬 | 0.5% | −279−2.9% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,796 | $206.4 萬 | 0.5% | +4+0.1% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 20,453 | $205.9 萬 | 0.5% | −347−1.7% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,917 | $150.4 萬 | 0.3% | +1,626+71.0% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,031 | $111.1 萬 | 0.3% | +537+11.9% | 加碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,832 | $101.8 萬 | 0.2% | +5,068+663.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,941 | $89.3 萬 | 0.2% | +42+2.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 9,524 | $84.2 萬 | 0.2% | +4,531+90.7% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,768 | $80.9 萬 | 0.2% | +10,768 | 加碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,516 | $79.3 萬 | 0.2% | +15,516 | 新進 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,667 | $78.9 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,618 | $72.0 萬 | 0.2% | −16−0.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,741 | $71.7 萬 | 0.2% | −5−0.2% | 減碼 | 歷史 |
| Hennessy FDS Tr42588P692 | STANCE ESG LARGE | 18,404 | $57.6 萬 | 0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 4,396 | $53.4 萬 | 0.1% | +214+5.1% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,676 | $51.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,800 | $50.5 萬 | 0.1% | −447−5.4% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,285 | $40.9 萬 | 0.1% | +8,285 | 新進 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 7,087 | $37.9 萬 | 0.1% | +7,087 | 新進 | – |
| AMATApplied Materials Inc | Stock | 1,845 | $37.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 585 | $36.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,673 | $35.8 萬 | 0.1% | −514−12.3% | 減碼 | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,859 | $33.8 萬 | 0.1% | +1,859 | 新進 | – |
| SBUXStarbucks Corp | Stock | 3,220 | $31.4 萬 | 0.1% | +294+10.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,624 | $30.3 萬 | 0.1% | −68−4.0% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 725 | $29.4 萬 | 0.1% | −18−2.4% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,210 | $29.0 萬 | 0.1% | +25+0.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 326 | $28.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 14,559 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 430 | $24.7 萬 | 0.1% | −119−21.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 979 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 1,518 | $23.1 萬 | 0.1% | −31−2.0% | 減碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,200 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,160 | $20.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SRSpire Inc | COM | 2,852 | $19.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,370 | $16.1 萬 | <0.1% | +9+0.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 247 | $14.2 萬 | <0.1% | −20−7.5% | 減碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,659 | $13.9 萬 | <0.1% | −7−0.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 1,684 | $13.6 萬 | <0.1% | −107−6.0% | 減碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,248 | $11.8 萬 | <0.1% | −314−20.1% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 372 | $11.7 萬 | <0.1% | 00.0% | 不變 | – |
| WYWeyerhaeuser Co | COM NEW | 2,812 | $9.52 萬 | <0.1% | +16+0.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 426 | $9.42 萬 | <0.1% | +4+0.9% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 885 | $9.23 萬 | <0.1% | +6+0.7% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,518 | $8.85 萬 | <0.1% | 00.0% | 不變 | – |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 2,158 | $8.26 萬 | <0.1% | +299+16.1% | 加碼 | 歷史 |
| WWWWolverine World Wide Inc | COM | 4,021 | $7.00 萬 | <0.1% | +4,021 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 417 | $6.97 萬 | <0.1% | −9−2.1% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 285 | $6.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 451 | $6.64 萬 | <0.1% | +4+0.9% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 386 | $6.40 萬 | <0.1% | −5−1.3% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $5.82 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 477 | $5.71 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 673 | $5.60 萬 | <0.1% | 00.0% | 不變 | – |
| MMM3M Co | Stock | 404 | $5.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 89 | $5.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 251 | $5.29 萬 | <0.1% | −17−6.3% | 減碼 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 375 | $5.24 萬 | <0.1% | +116+44.8% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 200 | $4.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 1,362 | $4.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEEAmeren Corp | COM | 556 | $4.86 萬 | <0.1% | +556 | 新進 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 1,159 | $4.73 萬 | <0.1% | +5+0.4% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 239 | $4.71 萬 | <0.1% | +2+0.8% | 加碼 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 727 | $4.62 萬 | <0.1% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 77 | $4.51 萬 | <0.1% | −6−7.2% | 減碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 509 | $4.49 萬 | <0.1% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 322 | $4.32 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 249 | $4.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 349 | $4.23 萬 | <0.1% | −16−4.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 108 | $4.23 萬 | <0.1% | −2−1.8% | 減碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 128 | $4.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 153 | $4.21 萬 | <0.1% | −4−2.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $4.16 萬 | <0.1% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 46 | $4.08 萬 | <0.1% | +16+53.3% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 228 | $4.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 198 | $3.92 萬 | <0.1% | 00.0% | 不變 | – |
| BDXBecton Dickinson & Co | Stock | 155 | $3.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（30 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464289420 | RUS TP200 VL ETF | 732 | $5.48 萬 | <0.1% | – |
| VXXBarclays Bank PLC | IPTH SR B S&P | 3,304 | $3.61 萬 | <0.1% | 歷史 |
| BLKBlackRock, Inc. | COM | 19 | $1.50 萬 | <0.1% | 歷史 |
| LINLinde PLC | Stock | 32 | $1.40 萬 | <0.1% | 歷史 |
| SIRISirius XM Holdings Inc. | COM | 2,744 | $7,766 | <0.1% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 64 | $6,810 | <0.1% | 歷史 |
| BSXBoston Scientific Corp | Stock | 66 | $5,083 | <0.1% | 歷史 |
| HBIHanesbrands Inc. | COM | 1,000 | $4,930 | <0.1% | 歷史 |
| KHCKraft Heinz Co | Stock | 126 | $4,060 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 50 | $3,246 | <0.1% | – |
| PDCOPatterson Companies, Inc. | COM | 100 | $2,412 | <0.1% | 歷史 |
| BTCYBiotricity Inc. | COM NEW | 2,501 | $2,250 | <0.1% | 歷史 |
| TMToyota Motor Corp | ADS | 10 | $2,050 | <0.1% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 33 | $1,995 | <0.1% | 歷史 |
| BALLBALL Corp | COM | 33 | $1,981 | <0.1% | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 52 | $1,641 | <0.1% | – |
| MPTMedical Properties Trust Inc | COM | 295 | $1,271 | <0.1% | 歷史 |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 66 | $1,142 | <0.1% | – |
| NEENextera Energy Inc | Stock | 16 | $1,133 | <0.1% | 歷史 |
| ROKURoku, Inc | COM CL A | 11 | $659 | <0.1% | 歷史 |
| GSKGSK plc | ADR | 17 | $655 | <0.1% | 歷史 |
| Barrick Gold Corp067901108 | COM | 33 | $550 | <0.1% | – |
| ALTMArcadium Lithium plc | Stock | 158 | $531 | <0.1% | 歷史 |
| SLVMSylvamo Corp | COMMON STOCK | 4 | $274 | <0.1% | 歷史 |
| RBLXRoblox Corp | Stock | 5 | $186 | <0.1% | 歷史 |
| HLNHaleon plc | ADR | 22 | $182 | <0.1% | 歷史 |
| OGNOrganon & Co. | Stock | 6 | $124 | <0.1% | 歷史 |
| QSQuantumScape Corp | COM CL A | 13 | $64 | <0.1% | 歷史 |
| NXUNxu, Inc. | CL A NEW | 17 | $6 | <0.1% | 歷史 |
| SINGSinglePoint Inc. | COM NEW | 201 | – | – | 歷史 |