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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $6,450.20万 | 18.77% | 201,060 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $4,411.05万 | 12.84% | 1,437,761 | -7,437 | -0.5% | -$22.82万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3,175.05万 | 9.24% | 582,044 | 14,391 | 2.5% | $78.50万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $2,907.14万 | 8.46% | 821,923 | 1,541 | 0.2% | $5.45万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $2,270.91万 | 6.61% | 202,272 | -93 | -0.0% | -$1.04万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1,321.42万 | 3.85% | 122,786 | -4,212 | -3.3% | -$45.33万 | 减仓 |
| SGOV | ISHARES TR | $1,237.39万 | 3.60% | 122,928 | 119,296 | 3,284.6% | $1,200.83万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,174.73万 | 3.42% | 302,298 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $1,158.94万 | 3.37% | 70,094 | 67 | 0.1% | $1.11万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $927.32万 | 2.70% | 15,519 | 667 | 4.5% | $39.86万 | 加仓 |
| IWV | ISHARES TR | $784.77万 | 2.28% | 21,171 | 2,781 | 15.1% | $103.09万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $749.43万 | 2.18% | 99,671 | 2,535 | 2.6% | $19.06万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $548.95万 | 1.60% | 66,596 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $538.80万 | 1.57% | 81,649 | -3,137 | -3.7% | -$20.70万 | 减仓 |
| GOOGL | ALPHABET INC | $456.04万 | 1.33% | 15,859 | -100 | -0.6% | -$2.88万 | 减仓 |
| AMZN | AMAZON COM INC | $341.60万 | 0.99% | 16,402 | 984 | 6.4% | $20.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $303.72万 | 0.88% | 17,415 | 3,243 | 22.9% | $56.56万 | 加仓 |
| AAPL | APPLE INC | $300.90万 | 0.88% | 11,856 | 999 | 9.2% | $25.35万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $296.98万 | 0.86% | 115,781 | 19,000 | 19.6% | $48.74万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $268.02万 | 0.78% | 48,873 | 48,873 | — | $268.02万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $243.34万 | 0.71% | 42,218 | 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 |
| EWJ | ISHARES INC | $221.49万 | 0.64% | 26,231 | 0 | 0.0% | — | 不变 |
| GARP | ISHARES TR | $204.25万 | 0.59% | 31,929 | 7,521 | 30.8% | $48.11万 | 加仓 |
| META | META PLATFORMS INC | $186.31万 | 0.54% | 3,256 | 1,130 | 53.2% | $64.66万 | 加仓 |
| MSFT | MICROSOFT CORP | $173.22万 | 0.50% | 4,679 | 139 | 3.1% | $5.15万 | 加仓 |
| OEF | ISHARES TR | $152.15万 | 0.44% | 4,784 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $148.07万 | 0.43% | 2,565 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $117.83万 | 0.34% | 13,365 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $117.30万 | 0.34% | 22,553 | -6,001 | -21.0% | -$31.21万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $114.05万 | 0.33% | 27,702 | 27,702 | — | $114.05万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $113.95万 | 0.33% | 171,874 | -18,154 | -9.6% | -$12.04万 | 减仓 |
| EWC | ISHARES INC | $113.23万 | 0.33% | 20,666 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $105.44万 | 0.31% | 24,812 | 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 |
| EEM | ISHARES TR | $93.02万 | 0.27% | 16,379 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC | $90.31万 | 0.26% | 100,570 | 604 | 0.6% | $5,424 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $89.04万 | 0.26% | 4,639 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $84.28万 | 0.25% | 7,786 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $80.17万 | 0.23% | 607 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $79.29万 | 0.23% | 3,197 | -850 | -21.0% | -$21.08万 | 减仓 |
| QDF | FLEXSHARES TR | $78.83万 | 0.23% | 9,967 | 0 | 0.0% | — | 不变 |
| QDEF | FLEXSHARES TR | $76.44万 | 0.22% | 9,576 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $73.38万 | 0.21% | 6,690 | 581 | 9.5% | $6.37万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $71.06万 | 0.21% | 4,798 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $66.73万 | 0.19% | 7,698 | 4,503 | 140.9% | $39.04万 | 加仓 |
| RH | RH | $63.88万 | 0.19% | 4,569 | 2,147 | 88.6% | $30.02万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $61.16万 | 0.18% | 10,405 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $58.08万 | 0.17% | 1,212 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $55.74万 | 0.16% | 14,519 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $55.71万 | 0.16% | 1,800 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $55.37万 | 0.16% | 47,978 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $54.01万 | 0.16% | 13,240 | 0 | 0.0% | — | 不变 |
| EWA | ISHARES INC | $52.93万 | 0.15% | 19,067 | 0 | 0.0% | — | 不变 |
| WYFI | WHITEFIBER INC | $48.17万 | 0.14% | 40,444 | 40,444 | — | $48.17万 | 新建仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $46.52万 | 0.14% | 19,481 | -5,987 | -23.5% | -$14.30万 | 减仓 |
| SDRL | SEADRILL LTD | $44.59万 | 0.13% | 9,800 | -5,580 | -36.3% | -$25.39万 | 减仓 |
| LLY | ELI LILLY & CO | $43.60万 | 0.13% | 474 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $41.02万 | 0.12% | 3,260 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC | $39.53万 | 0.12% | 66,555 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $38.81万 | 0.11% | 2,647 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $38.72万 | 0.11% | 17,429 | 17,429 | — | $38.72万 | 新建仓 |
| IWF | ISHARES TR | $35.49万 | 0.10% | 832 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $34.73万 | 0.10% | 1,149 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $33.51万 | 0.10% | 6,830 | -1,205 | -15.0% | -$5.91万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $32.25万 | 0.09% | 5,509 | -2,212 | -28.6% | -$12.95万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $31.37万 | 0.09% | 4,098 | 1,067 | 35.2% | $8.17万 | 加仓 |
| ALB | ALBEMARLE CORP | $29.96万 | 0.09% | 1,669 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $29.40万 | 0.09% | 1,421 | -682 | -32.4% | -$14.11万 | 减仓 |
| GLD | SPDR GOLD TR | $28.96万 | 0.08% | 673 | -22 | -3.2% | -$9,466 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $28.89万 | 0.08% | 855 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $27.86万 | 0.08% | 1,840 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $27.61万 | 0.08% | 3,934 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $26.03万 | 0.08% | 12,307 | 4,000 | 48.2% | $8.46万 | 加仓 |
| MPLX | MPLX LP | $25.94万 | 0.08% | 4,546 | 1,703 | 59.9% | $9.72万 | 加仓 |
| VAL | VALARIS LTD | $25.92万 | 0.08% | 2,644 | -2,664 | -50.2% | -$26.12万 | 减仓 |
| EGO | ELDORADO GOLD CORP NEW | $25.75万 | 0.07% | 7,500 | -600 | -7.4% | -$2.06万 | 减仓 |
| T | AT&T INC | $25.44万 | 0.07% | 8,777 | -2,931 | -25.0% | -$8.50万 | 减仓 |
| — | SUNOPTA INC | $25.02万 | 0.07% | 38,604 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $25.01万 | 0.07% | 3,848 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $24.67万 | 0.07% | 1,800 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $23.69万 | 0.07% | 686 | -2,063 | -75.0% | -$71.25万 | 减仓 |
| XT | ISHARES TR | $23.48万 | 0.07% | 3,445 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $23.23万 | 0.07% | 333 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $22.90万 | 0.07% | 2,556 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $20.36万 | 0.06% | 692 | 0 | 0.0% | — | 不变 |
| CPRI | CAPRI HOLDINGS LIMITED | $19.61万 | 0.06% | 11,129 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $12.20万 | 0.04% | 34,359 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC | $9.52万 | 0.03% | 37,935 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | -31,134 | -100.0% | -$116.84万 | 清仓 |
| HYGV | FLEXSHARES TR | $0 | 0.00% | 0 | -26,132 | -100.0% | -$106.45万 | 清仓 |
| GLBE | GLOBAL E ONLINE LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -2,277 | -100.0% | -$35.94万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -658 | -100.0% | -$23.03万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIGI | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,245 | -100.0% | -$19.07万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -227 | -100.0% | -$15.48万 | 清仓 |
| DFAX | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,709 | -100.0% | -$15.41万 | 清仓 |
| AMPL | AMPLITUDE INC | $0 | 0.00% | 0 | -13,204 | -100.0% | -$15.29万 | 清仓 |