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 |
|---|---|---|---|---|---|---|---|
| GRMNGarmin Ltd | SHS | 144 | $2.54 萬 | <0.1% | +1+0.7% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 395 | $2.56 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| ACNAccenture plc | Stock | 73 | $2.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 750 | $2.63 萬 | <0.1% | +750 | 新進 | 歷史 |
| DEDeere & Co | Stock | 63 | $2.63 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 482 | $2.63 萬 | <0.1% | +7+1.5% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 451 | $2.67 萬 | <0.1% | +1+0.2% | 加碼 | – |
| WFCWells Fargo & Company | Stock | 476 | $2.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 170 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 116 | $2.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EXASExact Sciences Corp | COM | 400 | $2.72 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 289 | $2.78 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 1,330 | $2.78 萬 | <0.1% | +30+2.3% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 346 | $2.78 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 156 | $2.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 68 | $2.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SHWSherwin Williams Co | COM | 78 | $2.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVAAvista Corp | COM | 768 | $2.98 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CRMSalesforce, Inc. | Stock | 111 | $3.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMPRKEMPER Corp | COM | 500 | $3.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 109 | $3.09 萬 | <0.1% | 00.0% | 不變 | – |
| ADBEAdobe Inc. | Stock | 60 | $3.11 萬 | <0.1% | −2−3.2% | 減碼 | 歷史 |
| SILASila Realty Trust, Inc. | COMMON STOCK | 1,250 | $3.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMacy's, Inc. | COM | 2,028 | $3.18 萬 | <0.1% | +18+0.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 117 | $3.26 萬 | <0.1% | −83−41.5% | 減碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 219 | $3.28 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 1,769 | $3.39 萬 | <0.1% | +648+57.8% | 加碼 | – |
| FISVFiserv Inc | Stock | 191 | $3.43 萬 | <0.1% | +57+42.5% | 加碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 230 | $3.45 萬 | <0.1% | 00.0% | 不變 | – |
| PANWPalo Alto Networks Inc | Stock | 101 | $3.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BROSDutch Bros Inc. | CL A | 1,091 | $3.49 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 771 | $3.53 萬 | <0.1% | −58−7.0% | 減碼 | 歷史 |
| ATIAti Inc | Stock | 535 | $3.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 202 | $3.60 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 228 | $3.69 萬 | <0.1% | +1+0.4% | 加碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 155 | $3.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 198 | $3.92 萬 | <0.1% | 00.0% | 不變 | – |
| WCNWaste Connections, Inc. | COM | 228 | $4.08 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 46 | $4.08 萬 | <0.1% | +16+53.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 242 | $4.16 萬 | <0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 153 | $4.21 萬 | <0.1% | −4−2.5% | 減碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 128 | $4.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CATCaterpillar Inc | Stock | 108 | $4.23 萬 | <0.1% | −2−1.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 349 | $4.23 萬 | <0.1% | −16−4.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 249 | $4.23 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 322 | $4.32 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 509 | $4.49 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 Tr464288703 | MRNING SM CP ETF | 727 | $4.62 萬 | <0.1% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 239 | $4.71 萬 | <0.1% | +2+0.8% | 加碼 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 1,159 | $4.73 萬 | <0.1% | +5+0.4% | 加碼 | 歷史 |
| AEEAmeren Corp | COM | 556 | $4.86 萬 | <0.1% | +556 | 新進 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 1,362 | $4.92 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 200 | $4.97 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 375 | $5.24 萬 | <0.1% | +116+44.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 251 | $5.29 萬 | <0.1% | −17−6.3% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 89 | $5.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 404 | $5.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 673 | $5.60 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 477 | $5.71 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $5.82 萬 | <0.1% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 386 | $6.40 萬 | <0.1% | −5−1.3% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 451 | $6.64 萬 | <0.1% | +4+0.9% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 285 | $6.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 417 | $6.97 萬 | <0.1% | −9−2.1% | 減碼 | 歷史 |
| WWWWolverine World Wide Inc | COM | 4,021 | $7.00 萬 | <0.1% | +4,021 | 新進 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 2,158 | $8.26 萬 | <0.1% | +299+16.1% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,518 | $8.85 萬 | <0.1% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 885 | $9.23 萬 | <0.1% | +6+0.7% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 426 | $9.42 萬 | <0.1% | +4+0.9% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,812 | $9.52 萬 | <0.1% | +16+0.6% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 372 | $11.7 萬 | <0.1% | 00.0% | 不變 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 1,248 | $11.8 萬 | <0.1% | −314−20.1% | 減碼 | – |
| WMTWalmart Inc. | Stock | 1,684 | $13.6 萬 | <0.1% | −107−6.0% | 減碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,659 | $13.9 萬 | <0.1% | −7−0.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 247 | $14.2 萬 | <0.1% | −20−7.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,370 | $16.1 萬 | <0.1% | +9+0.7% | 加碼 | 歷史 |
| SRSpire Inc | COM | 2,852 | $19.2 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 |
| CHDChurch & Dwight Co Inc | COM | 2,200 | $23.0 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 |
| UNPUnion Pacific Corp | Stock | 979 | $24.1 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 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 14,559 | $26.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 326 | $28.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 3,210 | $29.0 萬 | 0.1% | +25+0.8% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 725 | $29.4 萬 | 0.1% | −18−2.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,624 | $30.3 萬 | 0.1% | −68−4.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,220 | $31.4 萬 | 0.1% | +294+10.0% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,859 | $33.8 萬 | 0.1% | +1,859 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,673 | $35.8 萬 | 0.1% | −514−12.3% | 減碼 | – |
| INTUIntuit Inc. | Stock | 585 | $36.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,845 | $37.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 7,087 | $37.9 萬 | 0.1% | +7,087 | 新進 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,285 | $40.9 萬 | 0.1% | +8,285 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,800 | $50.5 萬 | 0.1% | −447−5.4% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,676 | $51.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,396 | $53.4 萬 | 0.1% | +214+5.1% | 加碼 | 歷史 |
| Hennessy FDS Tr42588P692 | STANCE ESG LARGE | 18,404 | $57.6 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 2,741 | $71.7 萬 | 0.2% | −5−0.2% | 減碼 | 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 |