13F 机构持仓

Cedar Wealth Management, LLC

LA JOLLA CA · SEC CIK 0001665642

2026Q22026Q1 更早 9 个季度 🔒
$3.44亿2026Q1 申报市值
89持仓数
72.9%前十大占比 · 第一大 18.8%
4 / 143新建仓 / 清仓
申报市值走势$3.89亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 18.8%
SCHD 12.8%
XLG 9.2%
IDHQ 8.5%
ESGV 6.6%
SPGP 3.8%
SGOV 3.6%
DIMENSIONAL ET 3.4%
PM 3.4%
VOO 2.7%

2026Q1 买入最多 按季末市值估算

SGOV 加仓+$1,200.83万
IDMO 新建仓+$268.02万
WES 新建仓+$114.05万
NFLX 加仓+$103.40万
IWV 加仓+$103.09万

2026Q1 卖出最多 按季末市值估算

WISDOMTREE TR 清仓-$116.84万
HYGV 清仓-$106.45万
SITM 减仓-$71.25万
SPGP 减仓-$45.33万
ONTO 清仓-$35.94万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
C CITIGROUP INC $00.00%0 -49-100.0% -$5,702 清仓
SYF SYNCHRONY FINANCIAL $00.00%0 -68-100.0% -$5,673 清仓
NEE NEXTERA ENERGY INC $00.00%0 -70-100.0% -$5,589 清仓
DE DEERE & CO $00.00%0 -12-100.0% -$5,587 清仓
JEF JEFFERIES FINL GROUP INC $00.00%0 -88-100.0% -$5,465 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -90-100.0% -$5,266 清仓
CSX CSX CORP $00.00%0 -144-100.0% -$5,220 清仓
WMB WILLIAMS COS INC $00.00%0 -84-100.0% -$5,038 清仓
KMI KINDER MORGAN INC DEL $00.00%0 -181-100.0% -$4,986 清仓
BX BLACKSTONE INC $00.00%0 -30-100.0% -$4,632 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -48-100.0% -$4,577 清仓
MMM 3M CO $00.00%0 -27-100.0% -$4,249 清仓
KR KROGER CO $00.00%0 -66-100.0% -$4,117 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -15-100.0% -$3,695 清仓
MPC MARATHON PETE CORP $00.00%0 -22-100.0% -$3,578 清仓
JOBY JOBY AVIATION INC $00.00%0 -265-100.0% -$3,498 清仓
SOUN SOUNDHOUND AI INC $00.00%0 -350-100.0% -$3,490 清仓
TSN TYSON FOODS INC $00.00%0 -59-100.0% -$3,455 清仓
VLO VALERO ENERGY CORP $00.00%0 -21-100.0% -$3,419 清仓
KHC KRAFT HEINZ CO $00.00%0 -136-100.0% -$3,298 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -9-100.0% -$3,179 清仓
UPS UNITED PARCEL SERVICE INC $00.00%0 -31-100.0% -$3,044 清仓
MRNA MODERNA INC $00.00%0 -100-100.0% -$2,949 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -6-100.0% -$2,813 清仓
— HONEYWELL INTL INC $00.00%0 -14-100.0% -$2,731 清仓
GLOB GLOBANT S A $00.00%0 -40-100.0% -$2,615 清仓
ALC ALCON AG $00.00%0 -33-100.0% -$2,601 清仓
D DOMINION ENERGY INC $00.00%0 -43-100.0% -$2,519 清仓
AIG AMERICAN INTL GROUP INC $00.00%0 -28-100.0% -$2,395 清仓
PSLV SPROTT ASSET MANAGEMENT LP $00.00%0 -100-100.0% -$2,365 清仓
TSLA TESLA INC $00.00%0 -5-100.0% -$2,249 清仓
ANET ARISTA NETWORKS INC $00.00%0 -16-100.0% -$2,096 清仓
SPGI S&P GLOBAL INC $00.00%0 -4-100.0% -$2,090 清仓
TXN TEXAS INSTRS INC $00.00%0 -12-100.0% -$2,082 清仓
XLE SELECT SECTOR SPDR TR $00.00%0 -40-100.0% -$1,788 清仓
XNTK SPDR SERIES TRUST $00.00%0 -6-100.0% -$1,667 清仓
TMUS T-MOBILE US INC $00.00%0 -8-100.0% -$1,624 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -6-100.0% -$1,610 清仓
VALE VALE S A $00.00%0 -100-100.0% -$1,303 清仓
GPN GLOBAL PMTS INC $00.00%0 -16-100.0% -$1,238 清仓
MGM MGM RESORTS INTERNATIONAL $00.00%0 -33-100.0% -$1,204 清仓
VOYA VOYA FINANCIAL INC $00.00%0 -14-100.0% -$1,043 清仓
EXC EXELON CORP $00.00%0 -22-100.0% -$959 清仓
TEAM ATLASSIAN CORPORATION $00.00%0 -4-100.0% -$649 清仓
DIS DISNEY WALT CO $00.00%0 -5-100.0% -$569 清仓
CE CELANESE CORP DEL $00.00%0 -7-100.0% -$296 清仓
TTD THE TRADE DESK INC $00.00%0 -6-100.0% -$228 清仓
SOLS SOLSTICE ADVANCED MATLS INC $00.00%0 -2-100.0% -$97 清仓
CRON CRONOS GROUP INC $9.52万0.03%37,935 00.0% — 不变
MSOS ADVISORSHARES TR $12.20万0.04%34,359 00.0% — 不变
CPRI CAPRI HOLDINGS LIMITED $19.61万0.06%11,129 00.0% — 不变
JPM JPMORGAN CHASE & CO $20.36万0.06%692 00.0% — 不变
SBUX STARBUCKS CORP $22.90万0.07%2,556 00.0% — 不变
VGT VANGUARD WORLD FD $23.23万0.07%333 00.0% — 不变
XT ISHARES TR $23.48万0.07%3,445 00.0% — 不变
SITM SITIME CORP $23.69万0.07%686 -2,063-75.0% -$71.25万 减仓
CFR CULLEN FROST BANKERS INC $24.67万0.07%1,800 00.0% — 不变
OXY OCCIDENTAL PETE CORP $25.01万0.07%3,848 00.0% — 不变
— SUNOPTA INC $25.02万0.07%38,604 00.0% — 不变
T AT&T INC $25.44万0.07%8,777 -2,931-25.0% -$8.50万 减仓
EGO ELDORADO GOLD CORP NEW $25.75万0.07%7,500 -600-7.4% -$2.06万 减仓
VAL VALARIS LTD $25.92万0.08%2,644 -2,664-50.2% -$26.12万 减仓
MPLX MPLX LP $25.94万0.08%4,546 1,70359.9% $9.72万 加仓
NLY ANNALY CAPITAL MANAGEMENT IN $26.03万0.08%12,307 4,00048.2% $8.46万 加仓
DGRO ISHARES TR $27.61万0.08%3,934 00.0% — 不变
DVY ISHARES TR $27.86万0.08%1,840 00.0% — 不变
MU MICRON TECHNOLOGY INC $28.89万0.08%855 00.0% — 不变
GLD SPDR GOLD TR $28.96万0.08%673 -22-3.2% -$9,466 减仓
CVX CHEVRON CORPORATION $29.40万0.09%1,421 -682-32.4% -$14.11万 减仓
ALB ALBEMARLE CORP $29.96万0.09%1,669 00.0% — 不变
SPYM SPDR SERIES TRUST $31.37万0.09%4,098 1,06735.2% $8.17万 加仓
VGSH VANGUARD SCOTTSDALE FDS $32.25万0.09%5,509 -2,212-28.6% -$12.95万 减仓
NE NOBLE CORP PLC $33.51万0.10%6,830 -1,205-15.0% -$5.91万 减仓
V VISA INC $34.73万0.10%1,149 00.0% — 不变
IWF ISHARES TR $35.49万0.10%832 00.0% — 不变
— TIDAL TRUST II $38.72万0.11%17,429 17,429— $38.72万 新建仓
XLV SELECT SECTOR SPDR TR $38.81万0.11%2,647 00.0% — 不变
POET POET TECHNOLOGIES INC $39.53万0.12%66,555 00.0% — 不变
TWLO TWILIO INC $41.02万0.12%3,260 00.0% — 不变
LLY ELI LILLY & CO $43.60万0.13%474 00.0% — 不变
SDRL SEADRILL LTD $44.59万0.13%9,800 -5,580-36.3% -$25.39万 减仓
WDS WOODSIDE ENERGY GROUP LTD $46.52万0.14%19,481 -5,987-23.5% -$14.30万 减仓
WYFI WHITEFIBER INC $48.17万0.14%40,444 40,444— $48.17万 新建仓
EWA ISHARES INC $52.93万0.15%19,067 00.0% — 不变
B BARRICK MNG CORP $54.01万0.16%13,240 00.0% — 不变
F FORD MTR CO $55.37万0.16%47,978 00.0% — 不变
AVGO BROADCOM INC $55.71万0.16%1,800 00.0% — 不变
EWZ ISHARES INC $55.74万0.16%14,519 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $58.08万0.17%1,212 00.0% — 不变
FCX FREEPORT MCMORAN INC $61.16万0.18%10,405 00.0% — 不变
RH RH $63.88万0.19%4,569 2,14788.6% $30.02万 加仓
TLT ISHARES TR $66.73万0.19%7,698 4,503140.9% $39.04万 加仓
VYM VANGUARD WHITEHALL FDS $71.06万0.21%4,798 00.0% — 不变
VONG VANGUARD SCOTTSDALE FDS $73.38万0.21%6,690 5819.5% $6.37万 加仓
QDEF FLEXSHARES TR $76.44万0.22%9,576 00.0% — 不变
QDF FLEXSHARES TR $78.83万0.23%9,967 00.0% — 不变
IWM ISHARES TR $79.29万0.23%3,197 -850-21.0% -$21.08万 减仓
ASML ASML HLDG NV $80.17万0.23%607 00.0% — 不变
NEM NEWMONT CORP $84.28万0.25%7,786 00.0% — 不变
RSP INVESCO EXCHANGE TRADED FD T $89.04万0.26%4,639 00.0% — 不变