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 |
|---|---|---|---|---|---|---|---|---|
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | -1,464 | -100.0% | -$14.04万 | 清仓 |
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -965 | -100.0% | -$13.65万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -155 | -100.0% | -$13.40万 | 清仓 |
| HTGC | HERCULES CAPITAL INC | $0 | 0.00% | 0 | -6,559 | -100.0% | -$12.34万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -4,919 | -100.0% | -$12.25万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -935 | -100.0% | -$9.84万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -2,982 | -100.0% | -$9.68万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -1,780 | -100.0% | -$9.57万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -824 | -100.0% | -$9.18万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -637 | -100.0% | -$9.17万 | 清仓 |
| IDV | ISHARES TR | $0 | 0.00% | 0 | -2,081 | -100.0% | -$8.21万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -356 | -100.0% | -$8.12万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -226 | -100.0% | -$7.78万 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,610 | -100.0% | -$7.73万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -265 | -100.0% | -$6.80万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -3,302 | -100.0% | -$6.68万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -940 | -100.0% | -$5.99万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -187 | -100.0% | -$5.96万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -364 | -100.0% | -$5.90万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -595 | -100.0% | -$5.73万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -3,252 | -100.0% | -$5.61万 | 清仓 |
| — | DBX ETF TR | $0 | 0.00% | 0 | -1,300 | -100.0% | -$5.48万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -409 | -100.0% | -$5.43万 | 清仓 |
| — | ARES DYNAMIC CR ALLOCATION F | $0 | 0.00% | 0 | -4,026 | -100.0% | -$5.35万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -427 | -100.0% | -$5.10万 | 清仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -4,429 | -100.0% | -$4.98万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $0 | 0.00% | 0 | -162 | -100.0% | -$4.92万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -477 | -100.0% | -$4.59万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -582 | -100.0% | -$4.59万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -42 | -100.0% | -$4.50万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -509 | -100.0% | -$4.37万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,665 | -100.0% | -$4.36万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -167 | -100.0% | -$4.30万 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -141 | -100.0% | -$4.07万 | 清仓 |
| — | SERIES PORTFOLIOS TR | $0 | 0.00% | 0 | -1,565 | -100.0% | -$3.99万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -198 | -100.0% | -$3.78万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -120 | -100.0% | -$3.77万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -841 | -100.0% | -$3.42万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -260 | -100.0% | -$3.40万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -208 | -100.0% | -$3.37万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -286 | -100.0% | -$3.23万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -117 | -100.0% | -$3.10万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -468 | -100.0% | -$2.98万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -22 | -100.0% | -$2.67万 | 清仓 |
| — | VANECK ETHEREUM TR | $0 | 0.00% | 0 | -600 | -100.0% | -$2.61万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -707 | -100.0% | -$2.59万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -209 | -100.0% | -$2.52万 | 清仓 |
| — | PENNANTPARK INVT CORP | $0 | 0.00% | 0 | -3,940 | -100.0% | -$2.35万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -37 | -100.0% | -$2.14万 | 清仓 |
| NXH | BED BATH & BEYOND INC | $0 | 0.00% | 0 | -3,881 | -100.0% | -$2.12万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -10 | -100.0% | -$2.01万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -318 | -100.0% | -$1.99万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -167 | -100.0% | -$1.87万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -761 | -100.0% | -$1.86万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -148 | -100.0% | -$1.85万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -37 | -100.0% | -$1.65万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -398 | -100.0% | -$1.61万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -109 | -100.0% | -$1.56万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -184 | -100.0% | -$1.42万 | 清仓 |
| AGNC | AGNC INVT CORP | $0 | 0.00% | 0 | -1,220 | -100.0% | -$1.31万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -157 | -100.0% | -$1.14万 | 清仓 |
| BITO | PROSHARES TR | $0 | 0.00% | 0 | -868 | -100.0% | -$1.06万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -191 | -100.0% | -$1.05万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -49 | -100.0% | -$1.01万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -65 | -100.0% | -$9,364 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -253 | -100.0% | -$9,328 | 清仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $0 | 0.00% | 0 | -336 | -100.0% | -$9,318 | 清仓 |
| EDV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -134 | -100.0% | -$8,680 | 清仓 |
| — | DTF TAX-FREE INCOME 2028 TER | $0 | 0.00% | 0 | -732 | -100.0% | -$8,359 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -57 | -100.0% | -$8,355 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $0 | 0.00% | 0 | -1,525 | -100.0% | -$8,235 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -21 | -100.0% | -$8,173 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -101 | -100.0% | -$7,983 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -12 | -100.0% | -$7,949 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -59 | -100.0% | -$7,527 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -36 | -100.0% | -$7,391 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -63 | -100.0% | -$7,291 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -50 | -100.0% | -$6,894 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -23 | -100.0% | -$6,735 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -11 | -100.0% | -$6,655 | 清仓 |
| AMLP | ALPS ETF TR | $0 | 0.00% | 0 | -140 | -100.0% | -$6,581 | 清仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -90 | -100.0% | -$6,573 | 清仓 |
| — | ZHIHU INC | $0 | 0.00% | 0 | -1,954 | -100.0% | -$6,409 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -64 | -100.0% | -$6,374 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -13 | -100.0% | -$6,374 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -37 | -100.0% | -$5,893 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -82 | -100.0% | -$5,748 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -49 | -100.0% | -$5,702 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -68 | -100.0% | -$5,673 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -70 | -100.0% | -$5,589 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -12 | -100.0% | -$5,587 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -88 | -100.0% | -$5,465 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -90 | -100.0% | -$5,266 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -144 | -100.0% | -$5,220 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -84 | -100.0% | -$5,038 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -181 | -100.0% | -$4,986 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -30 | -100.0% | -$4,632 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -48 | -100.0% | -$4,577 | 清仓 |