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Livermore
Livermore
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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。

機構總覽
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%)
申報日
2025/1/21
SEC
Cedar Mountain Advisors, LLC 在 2024 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
iShares Inc464286764MSCI SPAIN ETF134$4,161<0.1%+134新進–
COLBColumbia Banking System, Inc.COM157$4,246<0.1%+2+1.3%加碼歷史
PYPLPayPal Holdings, Inc.Stock50$4,268<0.1%−185−78.7%減碼歷史
RKLBRocket Lab CorpCOM175$4,457<0.1%+175新進歷史
SLViShares Silver TrustETF170$4,476<0.1%00.0%不變歷史
COLMColumbia Sportswear CoCOM53$4,485<0.1%00.0%不變歷史
iShares Inc46434G822MSCI JAPAN ETF68$4,563<0.1%+68新進–
AUAngloGold Ashanti PLCCOM SHS200$4,616<0.1%00.0%不變歷史
SUNSunoco LPCOM UT REP LP93$4,784<0.1%00.0%不變歷史
PSXPhillips 66Stock42$4,785<0.1%00.0%不變歷史
FCXFreeport-McMoran IncStock126$4,798<0.1%00.0%不變歷史
PRUPrudential Financial IncStock41$4,846<0.1%−126−75.4%減碼歷史
RSGRepublic Services, Inc.COM25$5,029<0.1%00.0%不變歷史
DEDeere & CoStock12$5,103<0.1%−51−81.0%減碼歷史
VICIVici Properties Inc.COM175$5,112<0.1%00.0%不變歷史
ONCYOncolytics Biotech IncCOM NEW5,651$5,164<0.1%00.0%不變歷史
iShares Inc46434G772MSCI TAIWAN ETF103$5,331<0.1%+103新進–
TSNTyson Foods, Inc.Stock93$5,342<0.1%00.0%不變歷史
Vanguard Short-Term Bond ETF921937827ETF70$5,409<0.1%00.0%不變–
GNRCGenerac Holdings Inc.Stock35$5,427<0.1%−135−79.4%減碼歷史
DALDelta Air Lines, Inc.COM NEW90$5,445<0.1%00.0%不變歷史
UALUnited Airlines Holdings, Inc.COM57$5,535<0.1%00.0%不變歷史
AGCOAGCO CorpCOM60$5,609<0.1%00.0%不變歷史
BEBloom Energy CorpCOM CL A259$5,752<0.1%00.0%不變歷史
EBAYeBay IncCOM94$5,823<0.1%00.0%不變歷史
iShares Tips Bond ETF464287176ETF55$5,885<0.1%00.0%不變–
WTRGEssential Utilities, Inc.COM166$6,016<0.1%+156+1,560.0%加碼歷史
PMPhilip Morris International Inc.Stock50$6,018<0.1%+50新進歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD77$6,035<0.1%+1+1.3%加碼–
LEVILevi Strauss & CoCL A COM STK350$6,055<0.1%00.0%不變歷史
UPSTUpstart Holdings, Inc.COM100$6,157<0.1%−50−33.3%減碼歷史
First Trust Indxx Innovative Transaction & Process ETF33741X201ETF134$6,236<0.1%00.0%不變–
SIRISirius XM Holdings Inc.COMMON STOCK274$6,247<0.1%00.0%不變歷史
KOCoca Cola CoStock100$6,252<0.1%+1+1.0%加碼歷史
CLOVClover Health Investments, Corp.COM CL A2,000$6,300<0.1%00.0%不變歷史
REXRRexford Industrial Realty, Inc.COM163$6,302<0.1%00.0%不變歷史
UMCUnited Microelectronics CorpSPON ADR NEW1,000$6,490<0.1%00.0%不變歷史
CBSHCommerce Bancshares IncStock105$6,543<0.1%+5+5.0%加碼歷史
GFIGold Fields LtdSPONSORED ADR500$6,600<0.1%00.0%不變歷史
RIVNRivian Automotive, Inc.Stock508$6,756<0.1%00.0%不變歷史
XUnited States Steel CorpCOM199$6,764<0.1%00.0%不變歷史
BACBank of America CorpStock155$6,812<0.1%+18+13.1%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF248$6,912<0.1%00.0%不變依 4 比 1 拆股換算–
NVONovo Nordisk A SADR82$7,054<0.1%−14−14.6%減碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF73$7,067<0.1%+73新進–
CHKPCheck Point Software Technologies LtdORD38$7,095<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X103PORTFLO EURP ETF181$7,211<0.1%−37−17.0%減碼–
EYPTEyePoint, Inc.COM NEW1,000$7,450<0.1%00.0%不變歷史
State Street Financial Select Sector SPDR ETF81369Y605ETF163$7,878<0.1%+163新進–
State Street Utilities Select Sector SPDR ETF81369Y886ETF106$8,023<0.1%+37+53.6%加碼–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF162$8,145<0.1%+162新進–
AKRAcadia Realty TrustCOM SH BEN INT343$8,292<0.1%+2+0.6%加碼歷史
MRVLMarvell Technology, Inc.COM75$8,336<0.1%−25−25.0%減碼歷史
TREXTrex Co IncCOM124$8,560<0.1%−22−15.1%減碼歷史
EXCExelon CorpStock229$8,638<0.1%+2+0.9%加碼歷史
UPSUnited Parcel Service IncStock69$8,656<0.1%+1+1.5%加碼歷史
iShares U.S. Medical Devices ETF464288810ETF150$8,781<0.1%−301−66.7%減碼–
Schwab Intermediate-Term US Treasury ETF808524854ETF370$8,987<0.1%+370新進–
Amplify Blockchain Technology ETF032108607ETF210$9,077<0.1%+12+6.1%加碼–
PCGPG&E CorpStock452$9,122<0.1%00.0%不變歷史
iShares Tr464288307MRGSTR MD CP GRW121$9,139<0.1%00.0%不變–
DGXQuest Diagnostics IncCOM61$9,202<0.1%00.0%不變歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF75$9,882<0.1%+75新進–
iShares Core MSCI Emerging Markets ETF46434G103ETF190$9,922<0.1%+190新進–
Schwab U.S. Small-Cap ETF808524607ETF384$9,930<0.1%00.0%不變依 2 比 1 拆股換算–
CBChubb LtdStock36$9,947<0.1%00.0%不變歷史
HYTBlackRock Corporate High Yield Fund, Inc.COM1,023$1.00 萬<0.1%00.0%不變歷史
iShares Core Dividend Growth ETF46434V621ETF170$1.04 萬<0.1%+170新進–
iShares Tr464287721U.S. TECH ETF67$1.07 萬<0.1%+67新進–
IQVIQVIA Holdings Inc.Stock55$1.08 萬<0.1%−10−15.4%減碼歷史
SPGIS&P Global Inc.Stock22$1.10 萬<0.1%−4−15.4%減碼歷史
AMGNAmgen IncStock44$1.15 萬<0.1%−8−15.4%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN586$1.15 萬<0.1%−294−33.4%減碼歷史
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM768$1.15 萬<0.1%00.0%不變歷史
ISRGIntuitive Surgical IncCOM NEW22$1.15 萬<0.1%−4−15.4%減碼歷史
Tidal Trust I886364231FUND GRAN US ETF600$1.20 萬<0.1%+600新進–
iShares Tr464287549EXPND TEC SC ETF120$1.23 萬<0.1%00.0%不變–
CSCOCisco Systems, Inc.Stock216$1.28 萬<0.1%+2+0.9%加碼歷史
CMGChipotle Mexican Grill IncCOM212$1.28 萬<0.1%−38−15.2%減碼歷史
CICigna GroupStock47$1.30 萬<0.1%00.0%不變歷史
GISGeneral Mills IncStock204$1.30 萬<0.1%00.0%不變歷史
TECKTeck Resources LtdCL B322$1.31 萬<0.1%00.0%不變歷史
OCOwens CorningStock79$1.35 萬<0.1%00.0%不變歷史
iShares Tr464287630RUS 2000 VAL ETF83$1.36 萬<0.1%+83新進–
MKLMarkel Group Inc.COM8$1.38 萬<0.1%+1+14.3%加碼歷史
iShares Russell 2000 Growth ETF464287648ETF48$1.38 萬<0.1%+48新進–
PHKPIMCO High Income FundCOM SHS2,854$1.39 萬<0.1%00.0%不變歷史
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF723$1.41 萬<0.1%00.0%不變–
WisdomTree Tr97717Y659CYBERSECURITY FD500$1.41 萬<0.1%00.0%不變–
TJXTJX Companies IncStock121$1.46 萬<0.1%−21−14.8%減碼歷史
FDXFedEx CorpStock52$1.47 萬<0.1%00.0%不變歷史
FFord Motor CoStock1,500$1.49 萬<0.1%00.0%不變歷史
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM2,740$1.49 萬<0.1%00.0%不變歷史
VRTXVertex Pharmaceuticals IncStock37$1.49 萬<0.1%−7−15.9%減碼歷史
RIOTRiot Platforms, Inc.COM1,500$1.53 萬<0.1%+1,500新進歷史
CRWDCrowdStrike Holdings, Inc.Stock45$1.54 萬<0.1%−28−38.4%減碼歷史
SOLVSolventum CorpStock238$1.57 萬<0.1%00.0%不變歷史
OTISOtis Worldwide CorpStock173$1.60 萬<0.1%00.0%不變歷史
ADIAnalog Devices IncStock77$1.64 萬<0.1%−14−15.4%減碼歷史
CVSCVS Health CorpStock371$1.67 萬<0.1%+371新進歷史

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。

Cedar Mountain Advisors, LLC 在 2024 年第 3 季之後清倉的部位
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 IncCOM4,021$7.00 萬<0.1%歷史
ARCCAres Capital CorpCEF1,330$2.78 萬<0.1%歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT750$2.63 萬<0.1%歷史
SPGSimon Property Group Inc.REIT127$2.14 萬<0.1%歷史
STWDStarwood Property Trust, Inc.COM800$1.63 萬<0.1%歷史
TRINTrinity Capital Inc.COM1,200$1.63 萬<0.1%歷史
PORPortland General Electric CoCOM NEW334$1.60 萬<0.1%歷史
IRIngersoll Rand Inc.COM154$1.51 萬<0.1%歷史
BNYBank of New York Mellon CorpStock165$1.19 萬<0.1%歷史
EPDEnterprise Products Partners L.P.Stock333$9,694<0.1%歷史
NPFDNuveen Variable Rate Preferred & Income FundCOM500$9,470<0.1%歷史
MAINMain Street Capital CORPCEF167$8,373<0.1%歷史
Schwab U.S. Broad Market ETF808524102ETF107$7,092<0.1%–
ORealty Income CorpREIT99$6,279<0.1%歷史
BCEBce IncCOM NEW134$4,663<0.1%歷史
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A83$3,605<0.1%歷史
PAXSPIMCO Access Income FundSHS BENFIN INT100$1,663<0.1%歷史
AIGAmerican International Group, Inc.Stock10$732<0.1%歷史