Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/22 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 360
- 較 2025 年第 1 季 +14
- 總值
- $4.81 億
- 較 2025 年第 1 季 +$3,478 萬 (+7.8%)
| 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 | 203,692 | $8,648 萬 | 18.0% | +800.0% | 加碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 417,125 | $8,102 萬 | 16.8% | +2,146+0.5% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 282,810 | $3,922 萬 | 8.2% | −418−0.1% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 257,168 | $3,398 萬 | 7.1% | +2,297+0.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 223,686 | $2,445 萬 | 5.1% | +3,675+1.7% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 42,303 | $2,334 萬 | 4.8% | +623+1.5% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 700,164 | $2,114 萬 | 4.4% | −31,389−4.3% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 147,534 | $1,878 萬 | 3.9% | +1,323+0.9% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 623,079 | $1,448 萬 | 3.0% | +10,463+1.7% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 49,518 | $1,230 萬 | 2.6% | +960+2.0% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 170,539 | $1,215 萬 | 2.5% | +3,121+1.9% | 加碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 228,570 | $1,130 萬 | 2.3% | +4,564+2.0% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 346,485 | $1,128 萬 | 2.3% | +6,027+1.8% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 125,710 | $1,007 萬 | 2.1% | +3,387+2.8% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 255,241 | $786.9 萬 | 1.6% | +430.0% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 157,638 | $784.4 萬 | 1.6% | +159+0.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 72,969 | $723.9 萬 | 1.5% | −2,733−3.6% | 減碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 111,643 | $552.2 萬 | 1.1% | +3,344+3.1% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 102,720 | $542.8 萬 | 1.1% | +2,677+2.7% | 加碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 98,487 | $495.6 萬 | 1.0% | +2,923+3.1% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 12,995 | $400.8 萬 | 0.8% | +11+0.1% | 加碼 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 38,696 | $313.3 萬 | 0.7% | +861+2.3% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 53,096 | $284.5 萬 | 0.6% | −1,550−2.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,767 | $266.4 萬 | 0.6% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 4,522 | $224.9 萬 | 0.5% | −41−0.9% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 63,320 | $206.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 8,480 | $174.0 萬 | 0.4% | −277−3.2% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 16,859 | $169.5 萬 | 0.4% | +173+1.0% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,473 | $152.3 萬 | 0.3% | −70−2.0% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,606 | $99.1 萬 | 0.2% | 00.0% | 不變 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,709 | $90.1 萬 | 0.2% | +13+0.4% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,174 | $90.1 萬 | 0.2% | −170−3.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,853 | $90.0 萬 | 0.2% | −50−2.6% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,746 | $87.2 萬 | 0.2% | +111+4.2% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,768 | $79.3 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,516 | $76.1 萬 | 0.2% | 00.0% | 不變 | – |
| NKENIKE, Inc. | Stock | 7,960 | $56.5 萬 | 0.1% | −107−1.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,421 | $54.0 萬 | 0.1% | +11+0.3% | 加碼 | 歷史 |
| Hennessy FDS Tr42588P692 | STANCE ESG LARGE | 15,204 | $46.9 萬 | 0.1% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 4,703 | $46.4 萬 | 0.1% | +85+1.8% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 581 | $45.8 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,487 | $43.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 1,793 | $37.6 萬 | 0.1% | −25−1.4% | 減碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,859 | $35.8 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 361 | $35.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,885 | $34.5 萬 | 0.1% | −18−0.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 539 | $33.3 萬 | 0.1% | +75+16.2% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 6,253 | $31.4 萬 | 0.1% | −2,032−24.5% | 減碼 | – |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 14,559 | $31.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 3,341 | $30.7 萬 | 0.1% | +27+0.8% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,200 | $29.3 萬 | 0.1% | +18+0.6% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 607 | $22.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 961 | $22.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 965 | $21.9 萬 | <0.1% | +965 | 新進 | – |
| CHDChurch & Dwight Co Inc | COM | 2,200 | $21.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 954 | $20.9 萬 | <0.1% | +100+11.7% | 加碼 | 歷史 |
| SRSpire Inc | COM | 2,852 | $20.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,212 | $19.3 萬 | <0.1% | +8+0.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 2,955 | $18.5 萬 | <0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 246 | $18.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 267 | $16.6 萬 | <0.1% | +1+0.4% | 加碼 | – |
| WMTWalmart Inc. | Stock | 1,625 | $15.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 2,347 | $14.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,271 | $13.7 萬 | <0.1% | −95−7.0% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 1,931 | $13.3 萬 | <0.1% | −303−13.6% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 2,251 | $12.8 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,320 | $12.8 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287622 | RUS 1000 ETF | 368 | $12.5 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,396 | $12.4 萬 | <0.1% | +4+0.3% | 加碼 | – |
| MSMorgan Stanley | Stock | 854 | $12.0 萬 | <0.1% | +5+0.6% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 332 | $9.80 萬 | <0.1% | −100−23.1% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,723 | $9.37 萬 | <0.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,523 | $9.03 萬 | <0.1% | +2+0.1% | 加碼 | – |
| WMWaste Management Inc | Stock | 393 | $9.00 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 285 | $8.69 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 702 | $8.36 萬 | <0.1% | +225+47.2% | 加碼 | – |
| GEGeneral Electric Co | Stock | 313 | $8.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 2,036 | $7.88 萬 | <0.1% | +46+2.3% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 3,381 | $7.57 萬 | <0.1% | +500+17.4% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,867 | $7.37 萬 | <0.1% | +20+0.7% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 2,535 | $7.34 萬 | <0.1% | +25+1.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 218 | $6.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 356 | $6.28 萬 | <0.1% | −200−36.0% | 減碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 128 | $6.25 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 177 | $6.20 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 404 | $6.15 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 331 | $5.87 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 162 | $5.75 萬 | <0.1% | −5−3.0% | 減碼 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 1,430 | $5.68 萬 | <0.1% | +83+6.2% | 加碼 | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 609 | $5.61 萬 | <0.1% | +41+7.2% | 加碼 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 673 | $5.58 萬 | <0.1% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 400 | $5.45 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AEEAmeren Corp | COM | 556 | $5.34 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BLKBlackRock, Inc. | Stock | 51 | $5.30 萬 | <0.1% | +1+2.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 350 | $5.11 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 378 | $5.10 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288760 | US AER DEF ETF | 269 | $5.07 萬 | <0.1% | +38+16.5% | 加碼 | – |
| BROSDutch Bros Inc. | CL A | 741 | $5.07 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 378 | $5.03 萬 | <0.1% | +1+0.3% | 加碼 | – |
| PAYXPaychex Inc | Stock | 329 | $4.78 萬 | <0.1% | +3+0.9% | 加碼 | 歷史 |
2025 年第 1 季之後清倉（8 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell Top 200 Growth ETF464289438 | ETF | 371 | $7.83 萬 | <0.1% | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 960 | $7.35 萬 | <0.1% | – |
| XUnited States Steel Corp | COM | 199 | $8,410 | <0.1% | 歷史 |
| RIOTRiot Platforms, Inc. | COM | 1,050 | $7,476 | <0.1% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 70 | $5,480 | <0.1% | – |
| NVONovo Nordisk A S | ADR | 77 | $5,347 | <0.1% | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 500 | $4,060 | <0.1% | 歷史 |
| FABCFabric.AI, Inc. | COM | 13 | $7 | <0.1% | 歷史 |