Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/24 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 693
- 較 2025 年第 2 季 +333
- 總值
- $5.14 億
- 較 2025 年第 2 季 +$3,241 萬 (+6.7%)
| 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 | 195,500 | $9,157 萬 | 17.8% | −8,192−4.0% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 400,966 | $8,163 萬 | 15.9% | −16,159−3.9% | 減碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 272,064 | $3,874 萬 | 7.5% | −10,746−3.8% | 減碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 252,309 | $3,524 萬 | 6.9% | −4,859−1.9% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 223,310 | $2,654 萬 | 5.2% | −376−0.2% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 40,732 | $2,445 萬 | 4.8% | −1,571−3.7% | 減碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 679,979 | $2,060 萬 | 4.0% | −20,185−2.9% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 144,194 | $1,892 萬 | 3.7% | −3,340−2.3% | 減碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 645,702 | $1,515 萬 | 3.0% | +22,623+3.6% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 50,648 | $1,315 萬 | 2.6% | +1,130+2.3% | 加碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 242,214 | $1,223 萬 | 2.4% | +13,644+6.0% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 336,162 | $1,168 萬 | 2.3% | −10,323−3.0% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 137,576 | $1,165 萬 | 2.3% | +11,866+9.4% | 加碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 141,228 | $1,035 萬 | 2.0% | −29,311−17.2% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 250,169 | $772.0 萬 | 1.5% | −5,072−2.0% | 減碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 154,564 | $770.2 萬 | 1.5% | −3,074−2.0% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 72,545 | $727.3 萬 | 1.4% | −424−0.6% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 121,935 | $649.2 萬 | 1.3% | +19,215+18.7% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 114,632 | $621.1 萬 | 1.2% | +2,989+2.7% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 62,960 | $587.9 萬 | 1.1% | +62,960 | 新進 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 101,864 | $532.2 萬 | 1.0% | +3,377+3.4% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 17,023 | $499.6 萬 | 1.0% | +4,028+31.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 101,550 | $497.9 萬 | 1.0% | +101,550 | 新進 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 59,335 | $321.4 萬 | 0.6% | +6,239+11.8% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,767 | $287.7 萬 | 0.6% | 00.0% | 不變 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 35,374 | $277.2 萬 | 0.5% | −3,322−8.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 4,817 | $249.5 萬 | 0.5% | +295+6.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 9,325 | $237.5 萬 | 0.5% | +845+10.0% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 63,392 | $225.1 萬 | 0.4% | +72+0.1% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 20,916 | $210.6 萬 | 0.4% | +4,057+24.1% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,505 | $168.1 萬 | 0.3% | +32+0.9% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,525 | $156.8 萬 | 0.3% | +779+28.4% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 5,358 | $127.6 萬 | 0.2% | +1,649+44.5% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,606 | $104.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,058 | $98.2 萬 | 0.2% | −116−2.8% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,882 | $94.6 萬 | 0.2% | +29+1.6% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,768 | $80.1 萬 | 0.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 4,256 | $79.4 萬 | 0.2% | +835+24.4% | 加碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,516 | $77.7 萬 | 0.2% | 00.0% | 不變 | – |
| RBB FD Inc74933W759 | ETF | 15,204 | $49.7 萬 | 0.1% | +15,204 | 新進 | – |
| NKENIKE, Inc. | Stock | 6,780 | $47.3 萬 | 0.1% | −1,180−14.8% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,542 | $46.9 萬 | 0.1% | +55+3.7% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,691 | $42.1 萬 | 0.1% | −12−0.3% | 減碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,298 | $42.0 萬 | 0.1% | +2,045+32.7% | 加碼 | – |
| INTUIntuit Inc. | Stock | 586 | $40.0 萬 | 0.1% | +5+0.9% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,941 | $39.7 萬 | 0.1% | +56+3.0% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,859 | $38.9 萬 | 0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 1,782 | $38.5 萬 | 0.1% | −11−0.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 554 | $36.9 萬 | 0.1% | +15+2.8% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 379 | $35.1 萬 | 0.1% | +18+5.0% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,929 | $33.0 萬 | 0.1% | +1,658+130.4% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,425 | $32.5 萬 | 0.1% | +84+2.5% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,957 | $32.2 萬 | 0.1% | +2,957 | 新進 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,450 | $31.8 萬 | 0.1% | +496+52.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 4,021 | $29.6 萬 | 0.1% | +3,391+538.3% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 3,223 | $27.3 萬 | 0.1% | +23+0.7% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 631 | $25.6 萬 | <0.1% | +24+4.0% | 加碼 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 14,559 | $25.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 969 | $23.9 萬 | <0.1% | +4+0.4% | 加碼 | – |
| SRSpire Inc | COM | 2,852 | $23.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 978 | $23.1 萬 | <0.1% | +17+1.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 300 | $22.0 萬 | <0.1% | +54+22.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,406 | $21.6 萬 | <0.1% | +194+16.0% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,234 | $19.6 萬 | <0.1% | +34+1.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 2,955 | $19.2 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 1,738 | $17.9 萬 | <0.1% | +113+7.0% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 267 | $17.9 萬 | <0.1% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 2,377 | $15.5 萬 | <0.1% | +30+1.3% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 967 | $15.4 萬 | <0.1% | +113+13.2% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 408 | $14.5 萬 | <0.1% | +123+43.2% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 368 | $13.4 萬 | <0.1% | 00.0% | 不變 | – |
| NWNNorthwest Natural Holding Co | COM | 2,875 | $12.9 萬 | <0.1% | +1,445+101.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 2,251 | $12.9 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,200 | $12.5 萬 | <0.1% | −120−9.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 477 | $11.6 萬 | <0.1% | +121+34.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 315 | $10.8 萬 | <0.1% | +153+94.4% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 3,757 | $10.6 萬 | <0.1% | +1,222+48.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 320 | $10.6 萬 | <0.1% | +149+87.1% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 360 | $10.2 萬 | <0.1% | +28+8.4% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 321 | $10.1 萬 | <0.1% | +103+47.2% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 707 | $9.97 萬 | <0.1% | +707 | 新進 | – |
| INTCIntel Corp | Stock | 2,931 | $9.83 萬 | <0.1% | −450−13.3% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 1,286 | $9.45 萬 | <0.1% | −645−33.4% | 減碼 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,526 | $9.45 萬 | <0.1% | +3+0.2% | 加碼 | – |
| WMWaste Management Inc | Stock | 423 | $9.34 萬 | <0.1% | +30+7.6% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,593 | $9.16 萬 | <0.1% | −130−7.5% | 減碼 | – |
| GEGeneral Electric Co | Stock | 302 | $9.07 萬 | <0.1% | −11−3.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 370 | $9.01 萬 | <0.1% | +39+11.8% | 加碼 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 2,084 | $8.19 萬 | <0.1% | +48+2.4% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,655 | $8.00 萬 | <0.1% | +641+63.2% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 979 | $7.65 萬 | <0.1% | +979 | 新進 | – |
| PLTRPalantir Technologies Inc. | Stock | 417 | $7.61 萬 | <0.1% | +17+4.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 317 | $7.34 萬 | <0.1% | +72+29.4% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,889 | $7.16 萬 | <0.1% | +22+0.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 426 | $7.12 萬 | <0.1% | +76+21.7% | 加碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 128 | $6.95 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 369 | $6.84 萬 | <0.1% | +139+60.4% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 56 | $6.50 萬 | <0.1% | +5+9.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 405 | $6.28 萬 | <0.1% | +190+88.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 404 | $6.27 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（8 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Hennessy FDS Tr42588P692 | STANCE ESG LARGE | 15,204 | $46.9 萬 | 0.1% | – |
| HYFMHydrofarm Holdings Group, Inc. | COM | 7,051 | $2.64 萬 | <0.1% | 歷史 |
| HUMHumana Inc | Stock | 49 | $1.20 萬 | <0.1% | 歷史 |
| ANGIAngi Inc. | CL A NEW | 42 | $641 | <0.1% | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 4 | $92 | <0.1% | – |
| iShares Core High Dividend ETF46429B663 | ETF | 0 | $2 | <0.1% | – |
| State Street SPDR NYSE Technology ETF78464A102 | ETF | 0 | $1 | <0.1% | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 0 | $1 | <0.1% | – |