Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 346
- 較 2024 年第 4 季 −25
- 總值
- $4.46 億
- 較 2024 年第 4 季 −$866.3 萬 (−1.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Russell 1000 Value ETF464287598 | ETF | 414,979 | $7,808 萬 | 17.5% | +1,428+0.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 203,612 | $7,352 萬 | 16.5% | −955−0.5% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 283,228 | $3,328 萬 | 7.5% | −785−0.3% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 254,871 | $3,211 萬 | 7.2% | +2,204+0.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 220,011 | $2,301 萬 | 5.2% | +2,600+1.2% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 731,553 | $2,202 萬 | 4.9% | −6,707−0.9% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 41,680 | $1,954 萬 | 4.4% | −116−0.3% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 146,211 | $1,747 萬 | 3.9% | −364−0.2% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 612,616 | $1,419 萬 | 3.2% | +47,737+8.5% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 48,558 | $1,285 萬 | 2.9% | +1,017+2.1% | 加碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 224,006 | $1,120 萬 | 2.5% | +26,542+13.4% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 167,418 | $1,111 萬 | 2.5% | +2,842+1.7% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 340,458 | $1,102 萬 | 2.5% | +12,836+3.9% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 122,323 | $901.4 萬 | 2.0% | +2,302+1.9% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 255,198 | $786.5 萬 | 1.8% | +6,077+2.4% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 157,479 | $783.1 萬 | 1.8% | +4,100+2.7% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 75,702 | $748.8 萬 | 1.7% | +1,397+1.9% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 100,043 | $524.0 萬 | 1.2% | +1,164+1.2% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 108,299 | $490.2 萬 | 1.1% | +1,478+1.4% | 加碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 95,564 | $463.7 萬 | 1.0% | +929+1.0% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 12,984 | $396.7 萬 | 0.9% | −256−1.9% | 減碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 37,835 | $309.0 萬 | 0.7% | +1,858+5.2% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 54,646 | $292.5 萬 | 0.7% | +3,464+6.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,767 | $240.9 萬 | 0.5% | +101+1.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 8,757 | $194.5 萬 | 0.4% | −235−2.6% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 63,320 | $186.4 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,563 | $171.3 萬 | 0.4% | −76−1.6% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 16,686 | $167.9 萬 | 0.4% | +334+2.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,543 | $131.4 萬 | 0.3% | −378−9.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,903 | $101.3 萬 | 0.2% | −38−2.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,606 | $96.8 萬 | 0.2% | −226−3.9% | 減碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,696 | $89.6 萬 | 0.2% | +14+0.4% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,344 | $86.7 萬 | 0.2% | −494−10.2% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,768 | $79.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,516 | $77.0 萬 | 0.2% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 2,635 | $68.3 萬 | 0.2% | −33−1.2% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 8,067 | $51.2 萬 | 0.1% | +42+0.5% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,618 | $48.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,487 | $46.4 萬 | 0.1% | −239−13.8% | 減碼 | 歷史 |
| Hennessy FDS Tr42588P692 | STANCE ESG LARGE | 15,204 | $45.3 萬 | 0.1% | −3,200−17.4% | 減碼 | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,285 | $41.3 萬 | 0.1% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 3,410 | $37.0 萬 | 0.1% | +17+0.5% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 580 | $35.6 萬 | 0.1% | −1−0.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 361 | $34.1 萬 | 0.1% | −3−0.8% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,859 | $32.0 萬 | 0.1% | 00.0% | 不變 | – |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 14,559 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,182 | $31.2 萬 | 0.1% | +110+3.6% | 加碼 | 歷史 |
| BABoeing Co | Stock | 1,818 | $31.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 3,314 | $30.5 萬 | 0.1% | +26+0.8% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,903 | $27.6 萬 | 0.1% | +31+1.7% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 464 | $26.0 萬 | 0.1% | +32+7.4% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,200 | $24.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 961 | $22.7 萬 | 0.1% | −5−0.5% | 減碼 | 歷史 |
| SRSpire Inc | COM | 2,852 | $22.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 607 | $22.3 萬 | <0.1% | −69−10.2% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,204 | $20.5 萬 | <0.1% | +7+0.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 2,955 | $17.6 萬 | <0.1% | −791−21.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 854 | $16.2 萬 | <0.1% | −10−1.2% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,366 | $16.2 萬 | <0.1% | +7+0.5% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 266 | $14.9 萬 | <0.1% | −152−36.4% | 減碼 | – |
| WMTWalmart Inc. | Stock | 1,625 | $14.3 萬 | <0.1% | −16−1.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 246 | $14.2 萬 | <0.1% | +10+4.2% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 2,234 | $13.9 萬 | <0.1% | +6+0.3% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 2,251 | $12.9 萬 | <0.1% | +2,251 | 新進 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,392 | $12.6 萬 | <0.1% | −9−0.6% | 減碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 368 | $11.3 萬 | <0.1% | −4−1.1% | 減碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 2,347 | $11.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 432 | $10.7 萬 | <0.1% | +3+0.7% | 加碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,320 | $10.7 萬 | <0.1% | −339−20.4% | 減碼 | – |
| MSMorgan Stanley | Stock | 849 | $9.91 萬 | <0.1% | −8−0.9% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 392 | $9.07 萬 | <0.1% | +2+0.5% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,723 | $8.92 萬 | <0.1% | +1,723 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 556 | $8.60 萬 | <0.1% | +203+57.5% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,521 | $8.34 萬 | <0.1% | +2+0.1% | 加碼 | – |
| WYWeyerhaeuser Co | COM NEW | 2,847 | $8.34 萬 | <0.1% | +18+0.6% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 285 | $8.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 1,990 | $8.15 萬 | <0.1% | +42+2.2% | 加碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 371 | $7.83 萬 | <0.1% | +294+381.8% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 960 | $7.35 萬 | <0.1% | +3+0.3% | 加碼 | – |
| TAT&T Inc. | Stock | 2,510 | $7.10 萬 | <0.1% | +4+0.2% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 2,881 | $6.54 萬 | <0.1% | +2,881 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 313 | $6.26 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 404 | $5.93 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 167 | $5.85 萬 | <0.1% | +37+28.5% | 加碼 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 1,347 | $5.75 萬 | <0.1% | +15+1.1% | 加碼 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 477 | $5.63 萬 | <0.1% | 00.0% | 不變 | – |
| AEEAmeren Corp | COM | 556 | $5.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 673 | $5.57 萬 | <0.1% | 00.0% | 不變 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $5.52 萬 | <0.1% | −46−10.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 218 | $5.34 萬 | <0.1% | +1+0.5% | 加碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 568 | $5.25 萬 | <0.1% | +7+1.2% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 331 | $5.17 萬 | <0.1% | −23−6.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 243 | $5.09 萬 | <0.1% | +2+0.8% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 326 | $5.04 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 50 | $4.76 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 377 | $4.70 萬 | <0.1% | +1+0.3% | 加碼 | – |
| RTXRTX Corp | Stock | 350 | $4.64 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BROSDutch Bros Inc. | CL A | 741 | $4.57 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WCNWaste Connections, Inc. | COM | 228 | $4.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 967 | $4.39 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2024 年第 4 季之後清倉（38 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434V613 | CORE UNIVRSL USD | 1,144 | $5.17 萬 | <0.1% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 133 | $2.37 萬 | <0.1% | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 197 | $2.15 萬 | <0.1% | – |
| iShares Tr464288588 | MBS ETF | 216 | $1.98 萬 | <0.1% | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 208 | $1.90 萬 | <0.1% | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 342 | $1.71 萬 | <0.1% | – |
| FFord Motor Co | Stock | 1,500 | $1.49 萬 | <0.1% | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 55 | $1.08 萬 | <0.1% | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 67 | $1.07 萬 | <0.1% | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 170 | $1.04 萬 | <0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 75 | $9,882 | <0.1% | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 370 | $8,987 | <0.1% | – |
| TREXTrex Co Inc | COM | 124 | $8,560 | <0.1% | 歷史 |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 162 | $8,145 | <0.1% | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 163 | $7,878 | <0.1% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 73 | $7,067 | <0.1% | – |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 103 | $5,331 | <0.1% | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 68 | $4,563 | <0.1% | – |
| RKLBRocket Lab Corp | COM | 175 | $4,457 | <0.1% | 歷史 |
| iShares Inc464286764 | MSCI SPAIN ETF | 134 | $4,161 | <0.1% | – |
| ARMArm Holdings PLC | ADR | 30 | $3,701 | <0.1% | 歷史 |
| iShares Inc464286749 | MSCI SWITZERLAND | 77 | $3,539 | <0.1% | – |
| iShares Inc46434G830 | MSCI ITALY ETF | 97 | $3,489 | <0.1% | – |
| iShares Tr46429B671 | MSCI CHINA ETF | 69 | $3,233 | <0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 36 | $3,084 | <0.1% | – |
| iShares Inc464286509 | MSCI CDA ETF | 76 | $3,063 | <0.1% | – |
| iShares Inc464286756 | MSCI SWEDEN ETF | 69 | $2,576 | <0.1% | – |
| iShares Tr46435U713 | US INFRASTRUC | 54 | $2,500 | <0.1% | – |
| iShares Inc464286707 | MSCI FRANCE ETF | 67 | $2,404 | <0.1% | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 25 | $2,226 | <0.1% | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 30 | $1,661 | <0.1% | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 17 | $1,485 | <0.1% | – |
| iShares Inc46434G780 | MSCI SINGPOR ETF | 48 | $1,049 | <0.1% | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 31 | $986 | <0.1% | – |
| EMBCEmbecta Corp. | Stock | 31 | $640 | <0.1% | 歷史 |
| iShares Inc464286400 | MSCI BRAZIL ETF | 24 | $540 | <0.1% | – |
| iShares MSCI India ETF46429B598 | ETF | 5 | $263 | <0.1% | – |
| NKLANikola Corp | COM NEW | 3 | $4 | <0.1% | 歷史 |