Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/11 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 757
- 較 2025 年第 3 季 +64
- 總值
- $5.18 億
- 較 2025 年第 3 季 +$476.6 萬 (+0.9%)
| 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 | 194,083 | $9,186 萬 | 17.7% | −1,417−0.7% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 402,552 | $8,467 萬 | 16.3% | +1,586+0.4% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 273,518 | $3,746 萬 | 7.2% | +1,454+0.5% | 加碼 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 254,035 | $3,583 萬 | 6.9% | +1,726+0.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 225,413 | $2,709 萬 | 5.2% | +2,103+0.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 40,507 | $2,488 萬 | 4.8% | −225−0.6% | 減碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 146,030 | $1,949 萬 | 3.8% | +1,836+1.3% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 638,181 | $1,927 萬 | 3.7% | −41,798−6.1% | 減碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 52,266 | $1,504 萬 | 2.9% | +1,618+3.2% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 627,593 | $1,467 萬 | 2.8% | −18,109−2.8% | 減碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 138,847 | $1,250 萬 | 2.4% | +1,271+0.9% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 337,224 | $1,242 萬 | 2.4% | +1,062+0.3% | 加碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 238,334 | $1,185 萬 | 2.3% | −3,880−1.6% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 141,386 | $1,061 萬 | 2.0% | +158+0.1% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 73,346 | $732.6 萬 | 1.4% | +801+1.1% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 145,967 | $723.8 萬 | 1.4% | −8,597−5.6% | 減碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 235,448 | $723.5 萬 | 1.4% | −14,721−5.9% | 減碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 126,058 | $665.2 萬 | 1.3% | +4,123+3.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 115,011 | $618.3 萬 | 1.2% | +379+0.3% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 62,922 | $604.2 萬 | 1.2% | −38−0.1% | 減碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 103,024 | $547.6 萬 | 1.1% | +1,160+1.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 103,468 | $503.9 萬 | 1.0% | +1,918+1.9% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 17,104 | $440.0 萬 | 0.8% | +81+0.5% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 60,307 | $326.1 萬 | 0.6% | +972+1.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,767 | $293.9 萬 | 0.6% | 00.0% | 不變 | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 35,694 | $277.3 萬 | 0.5% | +320+0.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 9,329 | $253.6 萬 | 0.5% | +40.0% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 63,393 | $229.8 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,535 | $219.3 萬 | 0.4% | −282−5.9% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 21,476 | $215.5 萬 | 0.4% | +560+2.7% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,493 | $170.4 萬 | 0.3% | −12−0.3% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,525 | $158.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 5,380 | $120.1 萬 | 0.2% | +22+0.4% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,606 | $107.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,058 | $99.9 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,882 | $94.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,768 | $79.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,516 | $78.0 萬 | 0.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 4,074 | $76.0 萬 | 0.1% | −182−4.3% | 減碼 | 歷史 |
| RBB FD Inc74933W759 | ETF | 15,204 | $50.4 萬 | 0.1% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 1,863 | $47.9 萬 | 0.1% | −78−4.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,543 | $47.1 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 4,691 | $45.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,285 | $41.0 萬 | 0.1% | −13−0.2% | 減碼 | – |
| INTUIntuit Inc. | Stock | 587 | $38.9 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,859 | $38.9 萬 | 0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 1,757 | $38.2 萬 | 0.1% | −25−1.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 555 | $37.9 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 5,762 | $36.7 萬 | 0.1% | −1,018−15.0% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,957 | $34.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,830 | $34.1 萬 | 0.1% | −99−3.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,426 | $32.9 萬 | 0.1% | −24−1.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 379 | $32.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 4,021 | $30.1 萬 | 0.1% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 3,438 | $30.0 萬 | 0.1% | +13+0.4% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,240 | $27.3 萬 | 0.1% | +17+0.5% | 加碼 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 14,559 | $25.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 969 | $24.5 萬 | <0.1% | 00.0% | 不變 | – |
| SRSpire Inc | COM | 2,880 | $23.8 萬 | <0.1% | +28+1.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 630 | $21.7 萬 | <0.1% | −1−0.2% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 911 | $21.1 萬 | <0.1% | −67−6.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,420 | $20.4 萬 | <0.1% | +14+1.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 302 | $19.9 萬 | <0.1% | +2+0.7% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 2,955 | $19.6 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 1,738 | $19.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,234 | $18.7 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 268 | $18.4 萬 | <0.1% | +1+0.4% | 加碼 | – |
| MSMorgan Stanley | Stock | 971 | $17.2 萬 | <0.1% | +4+0.4% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 408 | $16.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 477 | $14.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 368 | $13.7 萬 | <0.1% | 00.0% | 不變 | – |
| NWNNorthwest Natural Holding Co | COM | 2,904 | $13.6 萬 | <0.1% | +29+1.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 2,251 | $12.9 萬 | <0.1% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 2,556 | $12.7 萬 | <0.1% | +179+7.5% | 加碼 | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,170 | $12.2 萬 | <0.1% | −30−2.5% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 370 | $11.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 315 | $11.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 316 | $10.9 萬 | <0.1% | −4−1.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 2,931 | $10.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 361 | $10.7 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 322 | $10.4 萬 | <0.1% | +1+0.3% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 707 | $10.1 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 1,310 | $9.88 萬 | <0.1% | +24+1.9% | 加碼 | – |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,529 | $9.62 萬 | <0.1% | +3+0.2% | 加碼 | – |
| WMWaste Management Inc | Stock | 424 | $9.32 萬 | <0.1% | +1+0.2% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 302 | $9.29 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 1,593 | $9.26 萬 | <0.1% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 3,723 | $9.25 萬 | <0.1% | −34−0.9% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,723 | $9.20 萬 | <0.1% | +68+4.1% | 加碼 | 歷史 |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 2,133 | $8.42 萬 | <0.1% | +49+2.4% | 加碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 378 | $8.02 萬 | <0.1% | +260+220.3% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 992 | $7.73 萬 | <0.1% | +13+1.3% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 372 | $7.71 萬 | <0.1% | +3+0.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 420 | $7.70 萬 | <0.1% | −6−1.4% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 417 | $7.41 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 319 | $7.29 萬 | <0.1% | +2+0.6% | 加碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 128 | $7.06 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 670 | $7.05 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,913 | $6.90 萬 | <0.1% | +24+0.8% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 62 | $6.67 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（48 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 2,740 | $1.62 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 723 | $1.43 萬 | <0.1% | – |
| PHKPIMCO High Income Fund | COM SHS | 2,854 | $1.42 萬 | <0.1% | 歷史 |
| IRENIREN Ltd | ORDINARY SHARES | 300 | $1.41 萬 | <0.1% | 歷史 |
| ETYEaton Vance Tax-Managed Diversified Equity Income Fund | COM | 768 | $1.22 萬 | <0.1% | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 1,023 | $9,719 | <0.1% | 歷史 |
| ONONOn Holding AG | Stock | 221 | $9,359 | <0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 198 | $7,760 | <0.1% | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 128 | $7,588 | <0.1% | 歷史 |
| BMNRBitmine Immersion Technologies, Inc. | COM NEW | 130 | $6,751 | <0.1% | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 42 | $4,473 | <0.1% | – |
| FNVFranco Nevada Corp | Stock | 17 | $3,789 | <0.1% | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 210 | $3,377 | <0.1% | 歷史 |
| DARDarling Ingredients Inc. | COM | 98 | $3,025 | <0.1% | 歷史 |
| VBTXVeritex Holdings, Inc. | COM | 80 | $2,682 | <0.1% | 歷史 |
| ETNEaton Corp plc | Stock | 6 | $2,246 | <0.1% | 歷史 |
| EOGEOG Resources Inc | Stock | 20 | $2,242 | <0.1% | 歷史 |
| BXBlackstone Inc. | COM | 10 | $1,709 | <0.1% | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 32 | $1,512 | <0.1% | 歷史 |
| NWLNewell Brands Inc. | Stock | 272 | $1,425 | <0.1% | 歷史 |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 15 | $1,371 | <0.1% | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 8 | $1,348 | <0.1% | 歷史 |
| AOSLAlpha & Omega Semiconductor Ltd | SHS | 46 | $1,286 | <0.1% | 歷史 |
| AMWDAmerican Woodmark Corp | COM | 19 | $1,268 | <0.1% | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 12 | $1,236 | <0.1% | – |
| ETDEthan Allen Interiors Inc | COM | 41 | $1,208 | <0.1% | 歷史 |
| VTLEVital Energy, Inc. | COM | 64 | $1,081 | <0.1% | 歷史 |
| COOPMaverick Merger Sub 2, LLC | COM | 5 | $1,054 | <0.1% | 歷史 |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 40 | $991 | <0.1% | – |
| INNSummit Hotel Properties, Inc. | COM | 179 | $983 | <0.1% | 歷史 |
| RXORXO, Inc. | COMMON STOCK | 63 | $969 | <0.1% | 歷史 |
| ADNTAdient plc | Stock | 37 | $891 | <0.1% | 歷史 |
| IAUiShares Gold Trust | ETF | 12 | $873 | <0.1% | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 3 | $825 | <0.1% | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 12 | $810 | <0.1% | – |
| MARAMARA Holdings, Inc. | COM | 42 | $767 | <0.1% | 歷史 |
| CVLTCommvault Systems Inc | COM | 3 | $566 | <0.1% | 歷史 |
| DNOWDNOW Inc. | COM | 35 | $534 | <0.1% | 歷史 |
| SLIStandard Lithium Ltd. | COM | 150 | $506 | <0.1% | 歷史 |
| BRBRBellring Brands, Inc. | Stock | 13 | $473 | <0.1% | 歷史 |
| ARLOArlo Technologies, Inc. | COM | 20 | $339 | <0.1% | 歷史 |
| TEAMAtlassian Corp | CL A | 2 | $319 | <0.1% | 歷史 |
| IIINInsteel Industries Inc | COM | 3 | $115 | <0.1% | 歷史 |
| Humankind Benefit Corporatio444869101 | HUMANKIND US STK | 2 | $74 | <0.1% | – |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 9 | $63 | <0.1% | 歷史 |
| CNCCentene Corp | Stock | 1 | $36 | <0.1% | 歷史 |
| GOGOGogo Inc. | COM | 1 | $9 | <0.1% | 歷史 |
| HBIHanesbrands Inc. | COM | 1 | $7 | <0.1% | 歷史 |