Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/21 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 371
- 較 2024 年第 3 季 +36
- 總值
- $4.55 億
- 較 2024 年第 3 季 +$1,147 萬 (+2.6%)
| 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 | 204,567 | $8,215 萬 | 18.1% | −849−0.4% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 413,551 | $7,656 萬 | 16.8% | +2,651+0.6% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 284,013 | $3,600 萬 | 7.9% | +7,447+2.7% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 252,667 | $3,268 萬 | 7.2% | +3,320+1.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 217,411 | $2,505 萬 | 5.5% | +660+0.3% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 738,260 | $2,204 萬 | 4.8% | −2,303−0.3% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 41,796 | $2,137 萬 | 4.7% | −75−0.2% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 146,575 | $1,731 萬 | 3.8% | −79−0.1% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 564,879 | $1,282 萬 | 2.8% | −28,095−4.7% | 減碼依 2 比 1 拆股換算 | – |
| Vanguard Health Care ETF92204A504 | ETF | 47,541 | $1,206 萬 | 2.7% | −2,167−4.4% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 164,576 | $1,103 萬 | 2.4% | −4,424−2.6% | 減碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 327,622 | $999.9 萬 | 2.2% | −639−0.2% | 減碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 197,464 | $960.7 萬 | 2.1% | −16,549−7.7% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 120,021 | $814.7 萬 | 1.8% | +11,960+11.1% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 249,121 | $765.5 萬 | 1.7% | −510.0% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 153,379 | $760.0 萬 | 1.7% | +82+0.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 74,305 | $720.0 萬 | 1.6% | −160.0% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 98,879 | $514.4 萬 | 1.1% | +91,792+1,295.2% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 106,821 | $470.4 萬 | 1.0% | +106,732+119,923.6% | 加碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 94,635 | $448.6 萬 | 1.0% | −510−0.5% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 13,240 | $387.6 萬 | 0.9% | +12+0.1% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 35,977 | $282.8 萬 | 0.6% | −60.0% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 51,182 | $267.4 萬 | 0.6% | +51,182 | 新進 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,666 | $251.2 萬 | 0.6% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 8,992 | $225.2 萬 | 0.5% | −280−3.0% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 63,319 | $204.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,639 | $195.5 萬 | 0.4% | −157−3.3% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 16,352 | $164.1 萬 | 0.4% | −4,101−20.1% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,921 | $160.9 萬 | 0.4% | +4+0.1% | 加碼 | – |
| TSLATesla, Inc. | Stock | 2,668 | $107.7 萬 | 0.2% | −73−2.7% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,838 | $106.9 萬 | 0.2% | −193−3.8% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,832 | $98.7 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,941 | $88.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,682 | $83.2 萬 | 0.2% | +15+0.4% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,516 | $77.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,768 | $77.4 萬 | 0.2% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 4,618 | $62.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NKENIKE, Inc. | Stock | 8,025 | $60.7 萬 | 0.1% | −1,499−15.7% | 減碼 | 歷史 |
| Hennessy FDS Tr42588P692 | STANCE ESG LARGE | 18,404 | $55.8 萬 | 0.1% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 1,726 | $50.0 萬 | 0.1% | +50+3.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,393 | $45.6 萬 | 0.1% | −1,003−22.8% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,285 | $40.1 萬 | 0.1% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 581 | $36.5 萬 | 0.1% | −4−0.7% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,859 | $35.3 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 364 | $33.3 萬 | 0.1% | +38+11.7% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,818 | $32.2 萬 | 0.1% | +300+19.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,872 | $30.4 萬 | 0.1% | +27+1.5% | 加碼 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 14,559 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,072 | $28.0 萬 | 0.1% | −148−4.6% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 3,288 | $27.1 萬 | 0.1% | +78+2.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 676 | $26.3 萬 | 0.1% | −49−6.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 432 | $25.3 萬 | 0.1% | +2+0.5% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 418 | $24.6 萬 | 0.1% | +418 | 新進 | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 3,746 | $23.2 萬 | 0.1% | +3,746 | 新進 | – |
| CHDChurch & Dwight Co Inc | COM | 2,200 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 966 | $22.0 萬 | <0.1% | −13−1.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,197 | $20.1 萬 | <0.1% | +37+3.2% | 加碼 | 歷史 |
| SRSpire Inc | COM | 2,852 | $19.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 864 | $19.0 萬 | <0.1% | −760−46.8% | 減碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,659 | $14.9 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 1,641 | $14.8 萬 | <0.1% | −43−2.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,359 | $14.6 萬 | <0.1% | −11−0.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 236 | $13.8 萬 | <0.1% | −11−4.5% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 2,228 | $13.1 萬 | <0.1% | −5,572−71.4% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,401 | $12.5 萬 | <0.1% | −2,272−61.9% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 2,347 | $12.5 萬 | <0.1% | +985+72.3% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 372 | $12.0 萬 | <0.1% | 00.0% | 不變 | – |
| MSMorgan Stanley | Stock | 857 | $10.8 萬 | <0.1% | −28−3.2% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 429 | $9.43 萬 | <0.1% | +3+0.7% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,519 | $8.97 萬 | <0.1% | +1+0.1% | 加碼 | – |
| WYWeyerhaeuser Co | COM NEW | 2,829 | $7.96 萬 | <0.1% | +17+0.6% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 390 | $7.88 萬 | <0.1% | +376+2,685.7% | 加碼 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,948 | $7.49 萬 | <0.1% | −210−9.7% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 957 | $7.15 萬 | <0.1% | +933+3,887.5% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 285 | $6.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 354 | $6.74 萬 | <0.1% | −63−15.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 353 | $6.68 萬 | <0.1% | −33−8.5% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 424 | $5.83 萬 | <0.1% | +46+12.2% | 加碼 | – |
| TAT&T Inc. | Stock | 2,506 | $5.71 萬 | <0.1% | +2,094+508.3% | 加碼 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 673 | $5.52 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 477 | $5.51 萬 | <0.1% | 00.0% | 不變 | – |
| NWNNorthwest Natural Holding Co | COM | 1,332 | $5.27 萬 | <0.1% | +173+14.9% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 313 | $5.22 萬 | <0.1% | +157+100.6% | 加碼 | 歷史 |
| MMM3M Co | Stock | 404 | $5.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 217 | $5.21 萬 | <0.1% | −34−13.5% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 1,144 | $5.17 萬 | <0.1% | +1,144 | 新進 | – |
| BLKBlackRock, Inc. | Stock | 50 | $5.13 萬 | <0.1% | +50 | 新進 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 376 | $5.09 萬 | <0.1% | +1+0.3% | 加碼 | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 561 | $5.07 萬 | <0.1% | −687−55.0% | 減碼 | – |
| AEEAmeren Corp | COM | 556 | $4.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 200 | $4.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 727 | $4.61 萬 | <0.1% | 00.0% | 不變 | – |
| PAYXPaychex Inc | Stock | 324 | $4.55 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 128 | $4.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 509 | $4.50 萬 | <0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 399 | $4.44 萬 | <0.1% | +110+38.1% | 加碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 177 | $4.39 萬 | <0.1% | −25−12.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 83 | $4.32 萬 | <0.1% | −6−6.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 241 | $4.28 萬 | <0.1% | +2+0.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 130 | $4.11 萬 | <0.1% | −23−15.0% | 減碼 | 歷史 |
2024 年第 3 季之後清倉（18 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WWWWolverine World Wide Inc | COM | 4,021 | $7.00 萬 | <0.1% | 歷史 |
| ARCCAres Capital Corp | CEF | 1,330 | $2.78 萬 | <0.1% | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 750 | $2.63 萬 | <0.1% | 歷史 |
| SPGSimon Property Group Inc. | REIT | 127 | $2.14 萬 | <0.1% | 歷史 |
| STWDStarwood Property Trust, Inc. | COM | 800 | $1.63 萬 | <0.1% | 歷史 |
| TRINTrinity Capital Inc. | COM | 1,200 | $1.63 萬 | <0.1% | 歷史 |
| PORPortland General Electric Co | COM NEW | 334 | $1.60 萬 | <0.1% | 歷史 |
| IRIngersoll Rand Inc. | COM | 154 | $1.51 萬 | <0.1% | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 165 | $1.19 萬 | <0.1% | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 333 | $9,694 | <0.1% | 歷史 |
| NPFDNuveen Variable Rate Preferred & Income Fund | COM | 500 | $9,470 | <0.1% | 歷史 |
| MAINMain Street Capital CORP | CEF | 167 | $8,373 | <0.1% | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 107 | $7,092 | <0.1% | – |
| ORealty Income Corp | REIT | 99 | $6,279 | <0.1% | 歷史 |
| BCEBce Inc | COM NEW | 134 | $4,663 | <0.1% | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 83 | $3,605 | <0.1% | 歷史 |
| PAXSPIMCO Access Income Fund | SHS BENFIN INT | 100 | $1,663 | <0.1% | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 10 | $732 | <0.1% | 歷史 |