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
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