Cedar Wealth Management, LLC
LA JOLLA CA · SEC CIK 0001665642
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| NG | NOVAGOLD RESOURCES INC | $90.31万 | 0.26% | 100,570 | 604 | 0.6% | $5,424 | 加仓 |
| EEM | ISHARES TR | $93.02万 | 0.27% | 16,379 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $103.98万 | 0.30% | 10,814 | 10,754 | 17,923.3% | $103.40万 | 加仓 |
| HEFA | ISHARES TR | $105.44万 | 0.31% | 24,812 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $113.23万 | 0.33% | 20,666 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $113.95万 | 0.33% | 171,874 | -18,154 | -9.6% | -$12.04万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $114.05万 | 0.33% | 27,702 | 27,702 | — | $114.05万 | 新建仓 |
| USB | US BANCORP | $117.30万 | 0.34% | 22,553 | -6,001 | -21.0% | -$31.21万 | 减仓 |
| IAU | ISHARES GOLD TR | $117.83万 | 0.34% | 13,365 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $148.07万 | 0.43% | 2,565 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $152.15万 | 0.44% | 4,784 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $173.22万 | 0.50% | 4,679 | 139 | 3.1% | $5.15万 | 加仓 |
| META | META PLATFORMS INC | $186.31万 | 0.54% | 3,256 | 1,130 | 53.2% | $64.66万 | 加仓 |
| GARP | ISHARES TR | $204.25万 | 0.59% | 31,929 | 7,521 | 30.8% | $48.11万 | 加仓 |
| EWJ | ISHARES INC | $221.49万 | 0.64% | 26,231 | 0 | 0.0% | — | 不变 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $239.31万 | 0.70% | 93,809 | 19,595 | 26.4% | $49.99万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $243.34万 | 0.71% | 42,218 | 0 | 0.0% | — | 不变 |
| IDMO | INVESCO EXCH TRADED FD TR II | $268.02万 | 0.78% | 48,873 | 48,873 | — | $268.02万 | 新建仓 |
| CLOZ | SERIES PORTFOLIOS TR | $296.98万 | 0.86% | 115,781 | 19,000 | 19.6% | $48.74万 | 加仓 |
| AAPL | APPLE INC | $300.90万 | 0.88% | 11,856 | 999 | 9.2% | $25.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $303.72万 | 0.88% | 17,415 | 3,243 | 22.9% | $56.56万 | 加仓 |
| AMZN | AMAZON COM INC | $341.60万 | 0.99% | 16,402 | 984 | 6.4% | $20.49万 | 加仓 |
| GOOGL | ALPHABET INC | $456.04万 | 1.33% | 15,859 | -100 | -0.6% | -$2.88万 | 减仓 |
| MO | ALTRIA GROUP INC | $538.80万 | 1.57% | 81,649 | -3,137 | -3.7% | -$20.70万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $548.95万 | 1.60% | 66,596 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $749.43万 | 2.18% | 99,671 | 2,535 | 2.6% | $19.06万 | 加仓 |
| IWV | ISHARES TR | $784.77万 | 2.28% | 21,171 | 2,781 | 15.1% | $103.09万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $927.32万 | 2.70% | 15,519 | 667 | 4.5% | $39.86万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,158.94万 | 3.37% | 70,094 | 67 | 0.1% | $1.11万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,174.73万 | 3.42% | 302,298 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $1,237.39万 | 3.60% | 122,928 | 119,296 | 3,284.6% | $1,200.83万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1,321.42万 | 3.85% | 122,786 | -4,212 | -3.3% | -$45.33万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $2,270.91万 | 6.61% | 202,272 | -93 | -0.0% | -$1.04万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $2,907.14万 | 8.46% | 821,923 | 1,541 | 0.2% | $5.45万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3,175.05万 | 9.24% | 582,044 | 14,391 | 2.5% | $78.50万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,411.05万 | 12.84% | 1,437,761 | -7,437 | -0.5% | -$22.82万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $6,450.20万 | 18.77% | 201,060 | 0 | 0.0% | — | 不变 |