跳到主要內容

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。

機構總覽
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%)
申報日
2025/7/22
SEC
Cedar Mountain Advisors, LLC 在 2025 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
VICIVici Properties Inc.COM175$5,705<0.1%00.0%不變歷史
REXRRexford Industrial Realty, Inc.COM163$5,798<0.1%00.0%不變歷史
BBarrick Mining CorpStock280$5,830<0.1%+280新進歷史
MRVLMarvell Technology, Inc.COM76$5,851<0.1%00.0%不變歷史
DGXQuest Diagnostics IncCOM33$5,928<0.1%−28−45.9%減碼歷史
SMRNuscale Power CorpCL A COM150$5,934<0.1%00.0%不變歷史
iShares Tips Bond ETF464287176ETF55$6,051<0.1%+1+1.9%加碼–
RSGRepublic Services, Inc.COM25$6,165<0.1%00.0%不變歷史
DEDeere & CoStock12$6,166<0.1%00.0%不變歷史
AGCOAGCO CorpCOM60$6,190<0.1%00.0%不變歷史
BEBloom Energy CorpCOM CL A259$6,195<0.1%00.0%不變歷史
WTRGEssential Utilities, Inc.COM168$6,256<0.1%+1+0.6%加碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD79$6,261<0.1%+1+1.3%加碼–
CICigna GroupStock19$6,281<0.1%−28−59.6%減碼歷史
SIRISirius XM Holdings Inc.COMMON STOCK274$6,294<0.1%00.0%不變歷史
PCGPG&E CorpStock452$6,301<0.1%00.0%不變歷史
QSRRestaurant Brands International Inc.COM96$6,364<0.1%00.0%不變歷史
UPSTUpstart Holdings, Inc.COM100$6,468<0.1%00.0%不變歷史
LEVILevi Strauss & CoCL A COM STK350$6,472<0.1%00.0%不變歷史
AKRAcadia Realty TrustCOM SH BEN INT350$6,495<0.1%+4+1.2%加碼歷史
CBSHCommerce Bancshares IncStock105$6,528<0.1%00.0%不變歷史
EBAYeBay IncCOM94$6,999<0.1%00.0%不變歷史
UPSUnited Parcel Service IncStock70$7,109<0.1%+1+1.4%加碼歷史
CTRACoterra Energy Inc.Stock281$7,132<0.1%+281新進歷史
KOCoca Cola CoStock101$7,156<0.1%+1+1.0%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF248$7,244<0.1%00.0%不變–
IRENIREN LtdORDINARY SHARES500$7,285<0.1%+500新進歷史
First Trust Indxx Innovative Transaction & Process ETF33741X201ETF136$7,327<0.1%+1+0.7%加碼–
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF34$7,389<0.1%00.0%不變–
UMCUnited Microelectronics CorpSPON ADR NEW1,000$7,650<0.1%00.0%不變歷史
LLYEli Lilly & CoStock10$7,848<0.1%−16−61.5%減碼歷史
ADMArcher-Daniels-Midland CoStock150$7,917<0.1%+150新進歷史
Schwab U.S. Large-Cap Value ETF808524409ETF299$8,273<0.1%00.0%不變–
DOWDow Inc.Stock314$8,308<0.1%+261+492.5%加碼歷史
CHKPCheck Point Software Technologies LtdORD38$8,408<0.1%00.0%不變歷史
SPDR Index Shs FDS78463X103PORTFLO EURP ETF181$8,771<0.1%00.0%不變–
PMPhilip Morris International Inc.Stock50$9,107<0.1%00.0%不變歷史
AUAngloGold Ashanti PLCCOM SHS200$9,114<0.1%00.0%不變歷史
EYPTEyePoint, Inc.COM NEW1,000$9,410<0.1%00.0%不變歷史
iShares U.S. Medical Devices ETF464288810ETF151$9,440<0.1%00.0%不變–
QUBTQuantum Computing Inc.COM500$9,585<0.1%+500新進歷史
BGBunge Global SACOM SHS120$9,634<0.1%+120新進歷史
iShares Tr464288307MRGSTR MD CP GRW121$9,708<0.1%00.0%不變–
Schwab U.S. Small-Cap ETF808524607ETF384$9,715<0.1%00.0%不變–
HYTBlackRock Corporate High Yield Fund, Inc.COM1,023$9,974<0.1%00.0%不變歷史
EXCExelon CorpStock234$1.01 萬<0.1%+2+0.9%加碼歷史
CBChubb LtdStock36$1.04 萬<0.1%00.0%不變歷史
GISGeneral Mills IncStock204$1.06 萬<0.1%00.0%不變歷史
IONQIonQ, Inc.COM250$1.07 萬<0.1%00.0%不變歷史
UBERUber Technologies, IncStock116$1.08 萬<0.1%+116新進歷史
OCOwens CorningStock79$1.09 萬<0.1%00.0%不變歷史
ETEnergy Transfer LPCOM UT LTD PTN606$1.10 萬<0.1%+11+1.8%加碼歷史
CMGChipotle Mexican Grill IncCOM198$1.11 萬<0.1%00.0%不變歷史
Global X FDS37954Y715RBTCS ARTFL INTE350$1.14 萬<0.1%00.0%不變–
SEBSeaboard CorpCOM4$1.14 萬<0.1%+4新進歷史
AMGNAmgen IncStock41$1.14 萬<0.1%00.0%不變歷史
ONONOn Holding AGStock221$1.15 萬<0.1%00.0%不變歷史
SHOPShopify Inc.Stock100$1.15 萬<0.1%+100新進歷史
SPGIS&P Global Inc.Stock22$1.16 萬<0.1%00.0%不變歷史
GFIGold Fields LtdSPONSORED ADR500$1.18 萬<0.1%00.0%不變歷史
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM768$1.19 萬<0.1%00.0%不變歷史
HUMHumana IncStock49$1.20 萬<0.1%−23−31.9%減碼歷史
FDXFedEx CorpStock53$1.20 萬<0.1%+1+1.9%加碼歷史
Amplify Blockchain Technology ETF032108607ETF210$1.20 萬<0.1%00.0%不變–
MOAltria Group, Inc.Stock215$1.26 萬<0.1%+200+1,333.3%加碼歷史
Exchange Traded Concepts Tru301505707ROBO GLB ETF211$1.26 萬<0.1%00.0%不變–
TECKTeck Resources LtdCL B322$1.30 萬<0.1%00.0%不變歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF53$1.34 萬<0.1%00.0%不變–
iShares Tr464287549EXPND TEC SC ETF120$1.35 萬<0.1%00.0%不變–
PHKPIMCO High Income FundCOM SHS2,854$1.37 萬<0.1%00.0%不變歷史
BDXBecton Dickinson & CoStock80$1.38 萬<0.1%00.0%不變歷史
TJXTJX Companies IncStock113$1.40 萬<0.1%00.0%不變歷史
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF723$1.43 萬<0.1%00.0%不變–
CSCOCisco Systems, Inc.Stock217$1.51 萬<0.1%00.0%不變歷史
iShares Tr464287630RUS 2000 VAL ETF97$1.53 萬<0.1%−101−51.0%減碼–
APHAmphenol CorpCL A156$1.54 萬<0.1%00.0%不變歷史
VRTXVertex Pharmaceuticals IncStock35$1.56 萬<0.1%00.0%不變歷史
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM2,740$1.59 萬<0.1%00.0%不變歷史
WisdomTree Tr97717Y659CYBERSECURITY FD500$1.60 萬<0.1%00.0%不變–
MKLMarkel Group Inc.COM8$1.60 萬<0.1%00.0%不變歷史
iShares Russell 2000 Growth ETF464287648ETF56$1.60 萬<0.1%−58−50.9%減碼–
ASMLASML Holding NVADR20$1.60 萬<0.1%+20新進歷史
SYKStryker CorpStock41$1.62 萬<0.1%+13+46.4%加碼歷史
ISRGIntuitive Surgical IncCOM NEW30$1.63 萬<0.1%+8+36.4%加碼歷史
TSNTyson Foods, Inc.Stock297$1.66 萬<0.1%+72+32.0%加碼歷史
HONHoneywell International IncCOM72$1.68 萬<0.1%00.0%不變歷史
BACBank of America CorpStock357$1.69 萬<0.1%+1+0.3%加碼歷史
UNHUnitedHealth Group IncStock54$1.70 萬<0.1%−11−16.9%減碼歷史
Tidal Trust I886364231FUND GRAN US ETF750$1.70 萬<0.1%00.0%不變–
IPInternational Paper CoCOM366$1.71 萬<0.1%+4+1.1%加碼歷史
ADIAnalog Devices IncStock72$1.71 萬<0.1%00.0%不變歷史
OTISOtis Worldwide CorpStock173$1.71 萬<0.1%00.0%不變歷史
FFord Motor CoStock1,600$1.74 萬<0.1%+1,600新進歷史
ACNAccenture plcStock59$1.76 萬<0.1%00.0%不變歷史
iShares Tr46434V860TRS FLT RT BD349$1.77 萬<0.1%+4+1.2%加碼–
MUMicron Technology IncStock145$1.79 萬<0.1%+100+222.2%加碼歷史
COPConocoPhillipsStock200$1.80 萬<0.1%+31+18.3%加碼歷史
SOLVSolventum CorpStock238$1.80 萬<0.1%00.0%不變歷史
ADBEAdobe Inc.Stock48$1.86 萬<0.1%00.0%不變歷史
NRGNRG Energy, Inc.Stock120$1.92 萬<0.1%+100+500.0%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。

Cedar Mountain Advisors, LLC 在 2025 年第 1 季之後清倉的部位
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 ETF464289438ETF371$7.83 萬<0.1%–
Vanguard Intermediate-Term Bond ETF921937819ETF960$7.35 萬<0.1%–
XUnited States Steel CorpCOM199$8,410<0.1%歷史
RIOTRiot Platforms, Inc.COM1,050$7,476<0.1%歷史
Vanguard Short-Term Bond ETF921937827ETF70$5,480<0.1%–
NVONovo Nordisk A SADR77$5,347<0.1%歷史
SOUNSoundhound AI, Inc.CLASS A COM500$4,060<0.1%歷史
FABCFabric.AI, Inc.COM13$7<0.1%歷史