Cedar Mountain Advisors, LLC
- SEC CIK
- 0001798986
- 最新申報
- 2026/7/2
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/2 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 1,175
- 較 2026 年第 1 季 +23
- 總值
- $5.81 億
- 較 2026 年第 1 季 +$6,935 萬 (+13.6%)
| 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 | 395,280 | $9,583 萬 | 16.5% | +1040.0% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 771,325 | $9,578 萬 | 16.5% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 252,713 | $4,160 萬 | 7.2% | +1,131+0.4% | 加碼 | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 276,200 | $4,044 萬 | 7.0% | +2,898+1.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 223,326 | $3,312 萬 | 5.7% | +158+0.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 39,980 | $2,944 萬 | 5.1% | +29+0.1% | 加碼 | – |
| Vanguard Financials ETF92204A405 | ETF | 146,558 | $1,929 萬 | 3.3% | +1,318+0.9% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 632,890 | $1,899 萬 | 3.3% | +1,599+0.3% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 52,193 | $1,561 萬 | 2.7% | +320+0.6% | 加碼 | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 641,351 | $1,483 萬 | 2.6% | +955+0.1% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 140,798 | $1,383 萬 | 2.4% | +2,156+1.6% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 330,016 | $1,339 萬 | 2.3% | −2,577−0.8% | 減碼 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 141,770 | $1,277 萬 | 2.2% | +550+0.4% | 加碼 | – |
| iShares Tr464289479 | CORE LT USDB ETF | 245,120 | $1,207 萬 | 2.1% | +1,173+0.5% | 加碼 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 151,096 | $748.7 萬 | 1.3% | +2,618+1.8% | 加碼 | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 240,255 | $741.2 萬 | 1.3% | +688+0.3% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 73,919 | $731.6 萬 | 1.3% | +264+0.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 114,285 | $682.2 萬 | 1.2% | +278+0.2% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 129,010 | $675.2 萬 | 1.2% | +2,632+2.1% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 64,770 | $672.8 萬 | 1.2% | +1,088+1.7% | 加碼 | – |
| iShares Tr46435U861 | CORE DIVID ETF | 104,443 | $643.4 萬 | 1.1% | +415+0.4% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 108,113 | $522.7 萬 | 0.9% | +2,656+2.5% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 81,627 | $436.7 萬 | 0.8% | +20,855+34.3% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 16,866 | $377.7 萬 | 0.7% | −27−0.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,768 | $324.4 萬 | 0.6% | +10.0% | 加碼 | – |
| AAPLApple Inc. | Stock | 10,453 | $302.5 萬 | 0.5% | +330+3.3% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 63,391 | $301.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 36,177 | $300.5 萬 | 0.5% | +406+1.1% | 加碼 | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 22,020 | $222.0 萬 | 0.4% | +255+1.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 23,071 | $190.3 萬 | 0.3% | +18,908+454.2% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 21,465 | $184.9 萬 | 0.3% | +3,531+19.7% | 加碼依 6 比 1 拆股換算 | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 17,104 | $163.2 萬 | 0.3% | +16,834+6,234.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,515 | $147.8 萬 | 0.3% | +121+3.6% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,600 | $122.0 萬 | 0.2% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 1,639 | $118.5 萬 | 0.2% | −41−2.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,759 | $102.9 萬 | 0.2% | −1,546−35.9% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q559 | FLEXI DEBT ETF | 20,383 | $102.7 萬 | 0.2% | +20,383 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,966 | $98.4 萬 | 0.2% | +56+2.9% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,477 | $89.6 萬 | 0.2% | +113+2.6% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 10,768 | $79.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,516 | $78.5 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,598 | $78.1 萬 | 0.1% | −1,460−36.0% | 減碼 | – |
| BRBroadridge Financial Solutions, Inc. | Stock | 5,387 | $73.8 萬 | 0.1% | +4+0.1% | 加碼 | 歷史 |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 14,166 | $72.2 萬 | 0.1% | +14,166 | 新進 | – |
| NKENIKE, Inc. | Stock | 15,817 | $64.9 萬 | 0.1% | −233−1.5% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q773 | JPMORGAM LTD DUR | 12,267 | $64.0 萬 | 0.1% | +11,316+1,189.9% | 加碼 | – |
| TGTTarget Corp | Stock | 4,739 | $61.9 萬 | 0.1% | +16+0.3% | 加碼 | 歷史 |
| RBB FD Inc74933W759 | ETF | 15,204 | $58.6 萬 | 0.1% | 00.0% | 不變 | – |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 8,832 | $54.9 萬 | 0.1% | +8,832 | 新進 | – |
| BNYBank of New York Mellon Corp | Stock | 3,199 | $46.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,863 | $45.9 萬 | 0.1% | +4+0.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,287 | $44.9 萬 | 0.1% | +301+10.1% | 加碼 | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,285 | $41.6 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 1,629 | $38.8 萬 | 0.1% | +63+4.0% | 加碼 | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,754 | $38.8 萬 | 0.1% | +1,385+375.3% | 加碼 | – |
| INTCIntel Corp | Stock | 2,763 | $38.6 萬 | 0.1% | −400−12.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 392 | $36.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,321 | $35.7 萬 | 0.1% | −131−9.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,271 | $33.4 萬 | 0.1% | +15+0.5% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 3,460 | $33.1 萬 | 0.1% | +1,914+123.8% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 821 | $32.3 萬 | 0.1% | +647+371.8% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 404 | $30.2 萬 | 0.1% | +201+99.0% | 加碼 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 969 | $29.4 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 456 | $25.7 萬 | <0.1% | +136+42.5% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 911 | $24.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SRSpire Inc | COM | 3,006 | $23.5 萬 | <0.1% | +26+0.9% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 303 | $22.7 萬 | <0.1% | +34+12.6% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 640 | $22.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 1,025 | $22.2 萬 | <0.1% | +200+24.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 616 | $22.0 萬 | <0.1% | −7−1.1% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,493 | $21.9 萬 | <0.1% | +10+0.7% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 2,234 | $21.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 1,794 | $20.3 萬 | <0.1% | +1+0.1% | 加碼 | 歷史 |
| ACIAlbertsons Companies, Inc. | COMMON STOCK | 14,854 | $20.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 2,955 | $20.0 萬 | <0.1% | 00.0% | 不變 | – |
| LITELumentum Holdings Inc. | COM | 229 | $19.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 9,167 | $19.0 萬 | <0.1% | +1,982+27.6% | 加碼 | 歷史 |
| NWNNorthwest Natural Holding Co | COM | 3,559 | $17.5 萬 | <0.1% | −234−6.2% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 832 | $17.4 萬 | <0.1% | +702+540.0% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 1,479 | $17.4 萬 | <0.1% | +599+68.1% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 434 | $16.4 萬 | <0.1% | +4+0.9% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 442 | $16.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 630 | $15.9 萬 | <0.1% | +243+62.8% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 444 | $15.7 萬 | <0.1% | +23+5.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,215 | $15.6 萬 | <0.1% | +297+32.4% | 加碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 368 | $15.1 萬 | <0.1% | 00.0% | 不變 | – |
| INTUIntuit Inc. | Stock | 577 | $15.1 萬 | <0.1% | −26−4.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 459 | $15.0 萬 | <0.1% | +11+2.5% | 加碼 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 1,425 | $14.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UTLUnitil Corp | COM | 2,688 | $14.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 2,796 | $14.1 萬 | <0.1% | +2,769+10,255.6% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 2,939 | $13.9 萬 | <0.1% | +2,939 | 新進 | – |
| KEYSKeysight Technologies, Inc. | Stock | 375 | $13.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SNDKSandisk Corp | COM | 57 | $13.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RRXRegal Rexnord Corp | COM | 527 | $12.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 361 | $12.4 萬 | <0.1% | +3+0.8% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 648 | $12.3 萬 | <0.1% | +152+30.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 482 | $12.3 萬 | <0.1% | +12+2.6% | 加碼 | 歷史 |
| CLHClean Harbors Inc | COM | 405 | $12.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 1,592 | $12.1 萬 | <0.1% | +61+4.0% | 加碼 | – |
2026 年第 1 季之後清倉（52 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CTRACoterra Energy Inc. | Stock | 2,879 | $10.1 萬 | <0.1% | 歷史 |
| HONHoneywell International Inc | COM | 83 | $1.88 萬 | <0.1% | 歷史 |
| NVRIEnviri Corp | COM | 517 | $1.01 萬 | <0.1% | 歷史 |
| ONONOn Holding AG | Stock | 213 | $7,246 | <0.1% | 歷史 |
| HOLXHologic Inc | COM | 85 | $6,425 | <0.1% | 歷史 |
| PKSTPeakstone Realty Trust | Common Stock | 129 | $2,695 | <0.1% | 歷史 |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 80 | $2,437 | <0.1% | – |
| CHWYChewy, Inc. | CL A | 49 | $1,323 | <0.1% | 歷史 |
| WGOWinnebago Industries Inc | COM | 39 | $1,209 | <0.1% | 歷史 |
| SNCYSun Country Airlines Holdings, LLC | COM | 55 | $909 | <0.1% | 歷史 |
| AEOAmerican Eagle Outfitters Inc | COM | 54 | $902 | <0.1% | 歷史 |
| PRIMPrimoris Services Corp | Stock | 6 | $858 | <0.1% | 歷史 |
| ZTRVirtus Total Return Fund Inc. | COM | 125 | $828 | <0.1% | 歷史 |
| ALSumisho Air Lease Corp | CL A | 12 | $779 | <0.1% | 歷史 |
| APLSApellis Pharmaceuticals, Inc. | COM | 18 | $724 | <0.1% | 歷史 |
| CSGSCSG Systems International Inc | COM | 9 | $719 | <0.1% | 歷史 |
| WAYWaystar Holding Corp. | COM | 29 | $699 | <0.1% | 歷史 |
| ENREnergizer Holdings, Inc. | COM | 40 | $657 | <0.1% | 歷史 |
| VREVeris Residential, Inc. | COM | 34 | $642 | <0.1% | 歷史 |
| ROCKGibraltar Industries, Inc. | COM | 15 | $598 | <0.1% | 歷史 |
| SITCSITE Centers Corp. | COM | 106 | $572 | <0.1% | 歷史 |
| SEESealed Air Corp | COM | 12 | $505 | <0.1% | 歷史 |
| TMDXTransMedics Group, Inc. | COM | 5 | $497 | <0.1% | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 3 | $495 | <0.1% | 歷史 |
| MBCMasterBrand, Inc. | COMMON STOCK | 59 | $490 | <0.1% | 歷史 |
| KWKennedy-Wilson Holdings, Inc. | COM | 42 | $454 | <0.1% | 歷史 |
| CCOICogent Communications Holdings, Inc. | COM NEW | 24 | $452 | <0.1% | 歷史 |
| HNIHni Corp | Stock | 13 | $434 | <0.1% | 歷史 |
| FWRDForward Air Corp | COM | 25 | $418 | <0.1% | 歷史 |
| FRPTFreshpet, Inc. | Stock | 7 | $413 | <0.1% | 歷史 |
| EYENational Vision Holdings, Inc. | COM | 15 | $389 | <0.1% | 歷史 |
| VRRMVerra Mobility Corp | CL A COM STK | 27 | $386 | <0.1% | 歷史 |
| RBLXRoblox Corp | Stock | 6 | $339 | <0.1% | 歷史 |
| SIGSignet Jewelers Ltd | SHS | 4 | $339 | <0.1% | 歷史 |
| PLAYDave & Buster's Entertainment, Inc. | COM | 31 | $336 | <0.1% | 歷史 |
| IIINInsteel Industries Inc | COM | 10 | $336 | <0.1% | 歷史 |
| DFHDream Finders Homes, Inc. | COM CL A | 24 | $334 | <0.1% | 歷史 |
| MOG.AMoog Inc. | CL A | 1 | $293 | <0.1% | 歷史 |
| SHAKShake Shack Inc. | CL A | 3 | $265 | <0.1% | 歷史 |
| ICUIIcu Medical Inc | COM | 2 | $258 | <0.1% | 歷史 |
| AMWDAmerican Woodmark Corp | COM | 6 | $239 | <0.1% | 歷史 |
| COLLCollegium Pharmaceutical, Inc | COM | 6 | $198 | <0.1% | 歷史 |
| JACKJack in the Box Inc | COM | 18 | $174 | <0.1% | 歷史 |
| NEONeogenomics Inc | COM NEW | 23 | $171 | <0.1% | 歷史 |
| QTWOQ2 Holdings, Inc. | COM | 3 | $142 | <0.1% | 歷史 |
| CERTCertara, Inc. | COM | 21 | $120 | <0.1% | 歷史 |
| SBHSally Beauty Holdings, Inc. | COM | 7 | $97 | <0.1% | 歷史 |
| BLBlackline, Inc. | COM | 2 | $74 | <0.1% | 歷史 |
| TWITitan International Inc | COM | 8 | $55 | <0.1% | 歷史 |
| PRGSProgress Software Corp | COM | 2 | $51 | <0.1% | 歷史 |
| GSHDGoosehead Insurance, Inc. | COM CL A | 1 | $43 | <0.1% | 歷史 |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 1 | $20 | <0.1% | 歷史 |