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 |
|---|---|---|---|---|---|---|---|
| COPConocoPhillips | Stock | 169 | $1.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CEGConstellation Energy Corp | Stock | 75 | $1.68 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 27 | $1.70 萬 | <0.1% | −5−15.6% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 342 | $1.71 萬 | <0.1% | +342 | 新進 | – |
| HONHoneywell International Inc | COM | 77 | $1.74 萬 | <0.1% | −14−15.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 104 | $1.74 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 76 | $1.76 萬 | <0.1% | −14−15.6% | 減碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 77 | $1.81 萬 | <0.1% | 00.0% | 不變 | – |
| HUMHumana Inc | Stock | 72 | $1.83 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 99 | $1.86 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 342 | $1.90 萬 | <0.1% | +2+0.6% | 加碼 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 208 | $1.90 萬 | <0.1% | +208 | 新進 | – |
| IPInternational Paper Co | COM | 359 | $1.93 萬 | <0.1% | +3+0.8% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 22 | $1.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 88 | $1.97 萬 | <0.1% | +54+158.8% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 216 | $1.98 萬 | <0.1% | +216 | 新進 | – |
| ALLAllstate Corp | Stock | 104 | $2.00 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 26 | $2.01 萬 | <0.1% | −20−43.5% | 減碼 | 歷史 |
| ProShares Bitcoin ETF74347G440 | ETF | 930 | $2.12 萬 | <0.1% | −839−47.4% | 減碼 | – |
| MGMMGM Resorts International | Stock | 613 | $2.12 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 197 | $2.15 萬 | <0.1% | +197 | 新進 | – |
| ACNAccenture plc | Stock | 63 | $2.22 萬 | <0.1% | −10−13.7% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 66 | $2.24 萬 | <0.1% | −12−15.4% | 減碼 | 歷史 |
| EXASExact Sciences Corp | COM | 400 | $2.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 200 | $2.26 萬 | <0.1% | +1+0.5% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 51 | $2.27 萬 | <0.1% | −9−15.0% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 330 | $2.32 萬 | <0.1% | −146−30.7% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 887 | $2.35 萬 | <0.1% | +24+2.8% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 346 | $2.36 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 133 | $2.37 萬 | <0.1% | +133 | 新進 | – |
| DFINDonnelley Financial Solutions, Inc. | COM | 385 | $2.42 萬 | <0.1% | +385 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 265 | $2.44 萬 | <0.1% | +265 | 新進 | 歷史 |
| GEVGE Vernova Inc. | Stock | 77 | $2.53 萬 | <0.1% | +39+102.6% | 加碼 | 歷史 |
| iShares Tr464287127 | MORNINGSTR US EQ | 313 | $2.54 萬 | <0.1% | 00.0% | 不變 | – |
| MORNMorningstar, Inc. | COM | 76 | $2.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VTRSViatris Inc | Stock | 2,069 | $2.58 萬 | <0.1% | −17−0.8% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 350 | $2.65 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 117 | $2.70 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 116 | $2.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVAAvista Corp | COM | 768 | $2.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 562 | $2.84 萬 | <0.1% | +562 | 新進 | – |
| SCHWSchwab Charles Corp | Stock | 396 | $2.93 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| ATIAti Inc | Stock | 535 | $2.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GRMNGarmin Ltd | SHS | 145 | $2.99 萬 | <0.1% | +1+0.7% | 加碼 | 歷史 |
| VanEck ETF Trust92189H607 | OIL SERVICES ETF | 111 | $3.02 萬 | <0.1% | +2+1.8% | 加碼 | – |
| SILASila Realty Trust, Inc. | COMMON STOCK | 1,250 | $3.04 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 172 | $3.13 萬 | <0.1% | −30−14.9% | 減碼依 2 比 1 拆股換算 | 歷史 |
| TDYTeledyne Technologies Inc | COM | 68 | $3.16 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 228 | $3.30 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| KMPRKEMPER Corp | COM | 500 | $3.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FISVFiserv Inc | Stock | 162 | $3.33 萬 | <0.1% | −29−15.2% | 減碼 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 231 | $3.35 萬 | <0.1% | +1+0.4% | 加碼 | – |
| FEFirstenergy Corp | COM | 845 | $3.36 萬 | <0.1% | +845 | 新進 | 歷史 |
| CRMSalesforce, Inc. | Stock | 102 | $3.42 萬 | <0.1% | −9−8.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 68 | $3.45 萬 | <0.1% | −9−11.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 95 | $3.46 萬 | <0.1% | −13−12.0% | 減碼 | 歷史 |
| MMacy's, Inc. | COM | 2,051 | $3.47 萬 | <0.1% | +23+1.1% | 加碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 666 | $3.49 萬 | <0.1% | +666 | 新進 | – |
| BDXBecton Dickinson & Co | Stock | 155 | $3.52 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 372 | $3.60 萬 | <0.1% | +372 | 新進 | – |
| CVXChevron Corp | Stock | 250 | $3.62 萬 | <0.1% | −201−44.6% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 772 | $3.69 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 160 | $3.72 萬 | <0.1% | +107+201.9% | 加碼 | – |
| COFCapital One Financial Corp | Stock | 212 | $3.78 萬 | <0.1% | −7−3.2% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 249 | $3.79 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 967 | $3.87 萬 | <0.1% | +839+655.5% | 加碼 | 歷史 |
| BROSDutch Bros Inc. | CL A | 741 | $3.88 萬 | <0.1% | −350−32.1% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 200 | $3.91 萬 | <0.1% | +2+1.0% | 加碼 | – |
| WCNWaste Connections, Inc. | COM | 228 | $3.91 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 350 | $4.05 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 244 | $4.05 萬 | <0.1% | +2+0.8% | 加碼 | – |
| VVisa Inc. | Stock | 130 | $4.11 萬 | <0.1% | −23−15.0% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 241 | $4.28 萬 | <0.1% | +2+0.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 83 | $4.32 萬 | <0.1% | −6−6.7% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 177 | $4.39 萬 | <0.1% | −25−12.4% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 399 | $4.44 萬 | <0.1% | +110+38.1% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 509 | $4.50 萬 | <0.1% | 00.0% | 不變 | – |
| CWCurtiss Wright Corp | Stock | 128 | $4.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PAYXPaychex Inc | Stock | 324 | $4.55 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 727 | $4.61 萬 | <0.1% | 00.0% | 不變 | – |
| NSCNorfolk Southern Corp | Stock | 200 | $4.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEEAmeren Corp | COM | 556 | $4.96 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 561 | $5.07 萬 | <0.1% | −687−55.0% | 減碼 | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 376 | $5.09 萬 | <0.1% | +1+0.3% | 加碼 | – |
| BLKBlackRock, Inc. | Stock | 50 | $5.13 萬 | <0.1% | +50 | 新進 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 1,144 | $5.17 萬 | <0.1% | +1,144 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 217 | $5.21 萬 | <0.1% | −34−13.5% | 減碼 | 歷史 |
| MMM3M Co | Stock | 404 | $5.22 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 313 | $5.22 萬 | <0.1% | +157+100.6% | 加碼 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 1,332 | $5.27 萬 | <0.1% | +173+14.9% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 477 | $5.51 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 673 | $5.52 萬 | <0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 2,506 | $5.71 萬 | <0.1% | +2,094+508.3% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 424 | $5.83 萬 | <0.1% | +46+12.2% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 353 | $6.68 萬 | <0.1% | −33−8.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 354 | $6.74 萬 | <0.1% | −63−15.1% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 285 | $6.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 957 | $7.15 萬 | <0.1% | +933+3,887.5% | 加碼 | – |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,948 | $7.49 萬 | <0.1% | −210−9.7% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 390 | $7.88 萬 | <0.1% | +376+2,685.7% | 加碼 | 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 |