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 |
|---|---|---|---|---|---|---|---|
| VICIVici Properties Inc. | COM | 175 | $5,829 | <0.1% | 00.0% | 不變 | 歷史 |
| AGCOAGCO Corp | COM | 60 | $5,872 | <0.1% | +11+22.4% | 加碼 | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 100 | $5,940 | <0.1% | 00.0% | 不變 | 歷史 |
| UPSTUpstart Holdings, Inc. | COM | 150 | $6,002 | <0.1% | +150 | 新進 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 76 | $6,060 | <0.1% | −1−1.3% | 減碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 55 | $6,070 | <0.1% | 00.0% | 不變 | – |
| EBAYeBay Inc | COM | 94 | $6,120 | <0.1% | 00.0% | 不變 | 歷史 |
| ORealty Income Corp | REIT | 99 | $6,279 | <0.1% | +99 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 126 | $6,290 | <0.1% | −100−44.2% | 減碼 | 歷史 |
| First Trust Indxx Innovative Transaction & Process ETF33741X201 | ETF | 134 | $6,295 | <0.1% | +1+0.8% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 62 | $6,459 | <0.1% | 00.0% | 不變 | – |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 274 | $6,480 | <0.1% | +274 | 新進 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 34 | $6,813 | <0.1% | 00.0% | 不變 | – |
| XUnited States Steel Corp | COM | 199 | $7,031 | <0.1% | +100+101.0% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 107 | $7,092 | <0.1% | +1+0.9% | 加碼 | – |
| KOCoca Cola Co | Stock | 99 | $7,114 | <0.1% | 00.0% | 不變 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 100 | $7,241 | <0.1% | 00.0% | 不變 | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 38 | $7,327 | <0.1% | 00.0% | 不變 | 歷史 |
| Amplify Blockchain Technology ETF032108607 | ETF | 198 | $7,444 | <0.1% | 00.0% | 不變 | – |
| LEVILevi Strauss & Co | CL A COM STK | 350 | $7,630 | <0.1% | 00.0% | 不變 | 歷史 |
| GFIGold Fields Ltd | SPONSORED ADR | 500 | $7,675 | <0.1% | 00.0% | 不變 | 歷史 |
| EYPTEyePoint, Inc. | COM NEW | 1,000 | $7,990 | <0.1% | 00.0% | 不變 | 歷史 |
| AKRAcadia Realty Trust | COM SH BEN INT | 341 | $7,995 | <0.1% | +4+1.2% | 加碼 | 歷史 |
| REXRRexford Industrial Realty, Inc. | COM | 163 | $8,201 | <0.1% | 00.0% | 不變 | 歷史 |
| MAINMain Street Capital CORP | CEF | 167 | $8,373 | <0.1% | +167 | 新進 | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,000 | $8,420 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 121 | $8,829 | <0.1% | −11−8.3% | 減碼 | – |
| PCGPG&E Corp | Stock | 452 | $8,936 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 412 | $9,074 | <0.1% | −86−17.3% | 減碼 | 歷史 |
| EXCExelon Corp | Stock | 227 | $9,211 | <0.1% | +2+0.9% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 68 | $9,261 | <0.1% | −15−18.1% | 減碼 | 歷史 |
| NPFDNuveen Variable Rate Preferred & Income Fund | COM | 500 | $9,470 | <0.1% | +500 | 新進 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 61 | $9,470 | <0.1% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X103 | PORTFLO EURP ETF | 218 | $9,683 | <0.1% | −213,529−99.9% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 38 | $9,689 | <0.1% | 00.0% | 不變 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 333 | $9,694 | <0.1% | +333 | 新進 | 歷史 |
| TREXTrex Co Inc | COM | 146 | $9,721 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 192 | $9,888 | <0.1% | 00.0% | 不變 | – |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 1,023 | $1.03 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 36 | $1.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNOWSnowflake Inc. | Stock | 93 | $1.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MKLMarkel Group Inc. | COM | 7 | $1.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 768 | $1.13 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 214 | $1.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 96 | $1.14 萬 | <0.1% | +96 | 新進 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 120 | $1.15 萬 | <0.1% | 00.0% | 不變 | – |
| BNYBank of New York Mellon Corp | Stock | 165 | $1.19 萬 | <0.1% | −70−29.8% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 53 | $1.20 萬 | <0.1% | 00.0% | 不變 | – |
| WisdomTree Tr97717Y659 | CYBERSECURITY FD | 500 | $1.27 萬 | <0.1% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 26 | $1.28 萬 | <0.1% | +26 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 350 | $1.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGIS&P Global Inc. | Stock | 26 | $1.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| OCOwens Corning | Stock | 79 | $1.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 723 | $1.40 萬 | <0.1% | 00.0% | 不變 | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 880 | $1.41 萬 | <0.1% | +316+56.0% | 加碼 | 歷史 |
| FDXFedEx Corp | Stock | 52 | $1.42 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PHKPIMCO High Income Fund | COM SHS | 2,854 | $1.43 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 250 | $1.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GISGeneral Mills Inc | Stock | 204 | $1.51 萬 | <0.1% | −66−24.4% | 減碼 | 歷史 |
| IRIngersoll Rand Inc. | COM | 154 | $1.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 65 | $1.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 2,740 | $1.55 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 90 | $1.55 萬 | <0.1% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| NFLXNetflix Inc | Stock | 22 | $1.56 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FFord Motor Co | Stock | 1,500 | $1.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PORPortland General Electric Co | COM NEW | 334 | $1.60 萬 | <0.1% | +334 | 新進 | 歷史 |
| CICigna Group | Stock | 47 | $1.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRINTrinity Capital Inc. | COM | 1,200 | $1.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 800 | $1.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SOLVSolventum Corp | Stock | 238 | $1.66 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 142 | $1.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMGNAmgen Inc | Stock | 52 | $1.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TECKTeck Resources Ltd | CL B | 322 | $1.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 77 | $1.69 萬 | <0.1% | 00.0% | 不變 | – |
| IPInternational Paper Co | COM | 356 | $1.74 萬 | <0.1% | −52−12.7% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 104 | $1.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 169 | $1.78 萬 | <0.1% | +55+48.2% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 173 | $1.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 340 | $1.80 萬 | <0.1% | +2+0.6% | 加碼 | – |
| PYPLPayPal Holdings, Inc. | Stock | 235 | $1.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DVNDevon Energy Corp | Stock | 478 | $1.87 萬 | <0.1% | +3+0.6% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 91 | $1.88 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 75 | $1.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ALLAllstate Corp | Stock | 104 | $1.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 167 | $2.02 萬 | <0.1% | +2+1.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 99 | $2.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 44 | $2.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 73 | $2.05 萬 | <0.1% | +73 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 91 | $2.09 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 127 | $2.14 萬 | <0.1% | +2+1.6% | 加碼 | 歷史 |
| iShares Tr464288844 | US OIL EQ&SV ETF | 1,115 | $2.24 萬 | <0.1% | +5+0.5% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 199 | $2.27 萬 | <0.1% | +1+0.5% | 加碼 | 歷史 |
| HUMHumana Inc | Stock | 72 | $2.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288851 | US OIL GS EX ETF | 257 | $2.35 萬 | <0.1% | +2+0.8% | 加碼 | – |
| MGMMGM Resorts International | Stock | 613 | $2.40 萬 | <0.1% | +232+60.9% | 加碼 | 歷史 |
| VTRSViatris Inc | Stock | 2,086 | $2.42 萬 | <0.1% | +262+14.4% | 加碼 | 歷史 |
| MORNMorningstar, Inc. | COM | 76 | $2.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 32 | $2.48 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287127 | MORNINGSTR US EQ | 313 | $2.48 萬 | <0.1% | −33−9.5% | 減碼 | – |
| PFEPfizer Inc | Stock | 863 | $2.50 萬 | <0.1% | +10+1.2% | 加碼 | 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 |