Cedar Wealth Management, LLC
LA JOLLA CA · SEC CIK 0001665642
$3.89亿2026Q2 申报市值
92持仓数
71.2%前十大占比 · 第一大 19.1%
9 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPMO 新建仓+$255.51万
IDMO 加仓+$168.17万
MRVL 新建仓+$109.36万
BRUN 新建仓+$104.31万
NVO 新建仓+$99.85万
2026Q2 卖出最多 按季末市值估算
SPGP 减仓-$268.43万
SGOV 减仓-$254.65万
PM 减仓-$116.65万
MO 减仓-$61.50万
FCX 清仓-$61.16万
2026Q2 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 | $7,424.66万 | 19.09% | 200,645 | -415 | -0.2% | -$15.36万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,553.14万 | 11.71% | 1,435,868 | -1,893 | -0.1% | -$6.00万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $3,629.86万 | 9.33% | 830,442 | 8,519 | 1.0% | $37.24万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $3,600.71万 | 9.26% | 588,062 | 6,018 | 1.0% | $36.85万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $2,673.80万 | 6.87% | 202,193 | -79 | -0.0% | -$1.04万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,340.99万 | 3.45% | 302,298 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $1,233.13万 | 3.17% | 100,836 | -21,950 | -17.9% | -$268.43万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,151.43万 | 2.96% | 63,646 | -6,448 | -9.2% | -$116.65万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,091.39万 | 2.81% | 15,891 | 372 | 2.4% | $25.55万 | 加仓 |
| SGOV | ISHARES TR | $982.86万 | 2.53% | 97,632 | -25,296 | -20.6% | -$254.65万 | 减仓 |
| IWV | ISHARES TR | $913.31万 | 2.35% | 21,419 | 248 | 1.2% | $10.57万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $898.04万 | 2.31% | 99,671 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $595.31万 | 1.53% | 16,658 | 799 | 5.0% | $28.55万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $589.65万 | 1.52% | 66,597 | 1 | 0.0% | $89 | 加仓 |
| MO | ALTRIA GROUP INC | $525.96万 | 1.35% | 73,101 | -8,548 | -10.5% | -$61.50万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $462.82万 | 1.19% | 76,766 | 27,893 | 57.1% | $168.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $402.02万 | 1.03% | 20,092 | 2,677 | 15.4% | $53.56万 | 加仓 |
| AMZN | AMAZON COM INC | $397.50万 | 1.02% | 16,678 | 276 | 1.7% | $6.58万 | 加仓 |
| AAPL | APPLE INC | $392.15万 | 1.01% | 13,552 | 1,696 | 14.3% | $49.08万 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $313.70万 | 0.81% | 118,734 | 2,953 | 2.6% | $7.80万 | 加仓 |
| GARP | ISHARES TR | $277.64万 | 0.71% | 33,633 | 1,704 | 5.3% | $14.07万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $255.51万 | 0.66% | 15,817 | 15,817 | — | $255.51万 | 新建仓 |
| EWJ | ISHARES INC | $244.65万 | 0.63% | 26,231 | 0 | 0.0% | — | 不变 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $239.96万 | 0.62% | 93,809 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $233.18万 | 0.60% | 40,315 | -1,903 | -4.5% | -$11.01万 | 减仓 |
| MSFT | MICROSOFT CORP | $220.28万 | 0.57% | 5,905 | 1,226 | 26.2% | $45.74万 | 加仓 |
| META | META PLATFORMS INC | $211.95万 | 0.54% | 3,763 | 507 | 15.6% | $28.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $186.33万 | 0.48% | 2,530 | -35 | -1.4% | -$2.58万 | 减仓 |
| OEF | ISHARES TR | $175.02万 | 0.45% | 4,784 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $151.16万 | 0.39% | 34,542 | 6,840 | 24.7% | $29.93万 | 加仓 |
| USB | US BANCORP | $128.37万 | 0.33% | 21,253 | -1,300 | -5.8% | -$7.85万 | 减仓 |
| ASML | ASML HLDG NV | $120.76万 | 0.31% | 607 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $119.12万 | 0.31% | 20,666 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $117.73万 | 0.30% | 16,489 | 5,675 | 52.5% | $40.52万 | 加仓 |
| SITM | SITIME CORP | $116.46万 | 0.30% | 1,562 | 876 | 127.7% | $65.31万 | 加仓 |
| HEFA | ISHARES TR | $116.43万 | 0.30% | 24,812 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $112.05万 | 0.29% | 16,379 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $109.36万 | 0.28% | 3,671 | 3,671 | — | $109.36万 | 新建仓 |
| BRUN | BOOST RUN INC | $104.31万 | 0.27% | 26,878 | 26,878 | — | $104.31万 | 新建仓 |
| IAU | ISHARES GOLD TR | $100.92万 | 0.26% | 13,365 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $99.85万 | 0.26% | 20,828 | 20,828 | — | $99.85万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $98.71万 | 0.25% | 4,639 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $97.34万 | 0.25% | 199,069 | 27,195 | 15.8% | $13.30万 | 加仓 |
| IWM | ISHARES TR | $96.05万 | 0.25% | 3,197 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $89.62万 | 0.23% | 9,967 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $88.11万 | 0.23% | 6,894 | 204 | 3.0% | $2.61万 | 加仓 |
| QDEF | FLEXSHARES TR | $83.33万 | 0.21% | 9,576 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $75.82万 | 0.19% | 4,798 | 0 | 0.0% | — | 不变 |
| RH | RH | $75.27万 | 0.19% | 4,569 | 0 | 0.0% | — | 不变 |
| GLAS | GLASS HOUSE BRANDS INC | $73.07万 | 0.19% | 56,211 | 56,211 | — | $73.07万 | 新建仓 |
| AVGO | BROADCOM INC | $69.35万 | 0.18% | 1,836 | 36 | 2.0% | $1.36万 | 加仓 |
| F | FORD MTR CO | $66.69万 | 0.17% | 47,978 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $66.52万 | 0.17% | 7,698 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC | $61.74万 | 0.16% | 103,420 | 2,850 | 2.8% | $1.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $60.65万 | 0.16% | 1,212 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $56.85万 | 0.15% | 474 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $54.37万 | 0.14% | 936 | 0 | 0.0% | — | 重新持有 |
| EWA | ISHARES INC | $53.69万 | 0.14% | 19,067 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $53.08万 | 0.14% | 6,040 | 1,942 | 47.4% | $17.07万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $50.42万 | 0.13% | 3,178 | 531 | 20.1% | $8.42万 | 加仓 |
| B | BARRICK MNG CORP | $48.63万 | 0.13% | 13,240 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $45.45万 | 0.12% | 17,429 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $41.34万 | 0.11% | 3,329 | 1 | 0.0% | $124 | 加仓 |
| MPLX | MPLX LP | $39.57万 | 0.10% | 7,024 | 2,478 | 54.5% | $13.96万 | 加仓 |
| V | VISA INC | $39.42万 | 0.10% | 1,149 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD | $37.64万 | 0.10% | 19,481 | 0 | 0.0% | — | 不变 |
| SDRL | SEADRILL LTD | $37.06万 | 0.10% | 9,800 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $34.77万 | 0.09% | 2,250 | 450 | 25.0% | $6.95万 | 加仓 |
| NEM | NEWMONT CORP | $32.55万 | 0.08% | 3,485 | -4,301 | -55.2% | -$40.17万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $32.27万 | 0.08% | 5,545 | 36 | 0.7% | $2,095 | 加仓 |
| VGT | VANGUARD WORLD FD | $31.84万 | 0.08% | 2,664 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $30.65万 | 0.08% | 737 | 720 | 4,235.3% | $29.94万 | 重新持有 |
| DGRO | ISHARES TR | $29.82万 | 0.08% | 3,934 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $29.13万 | 0.07% | 1,155 | 1,155 | — | $29.13万 | 新建仓 |
| XT | ISHARES TR | $28.47万 | 0.07% | 3,445 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $27.52万 | 0.07% | 12,307 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $26.12万 | 0.07% | 2,556 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $25.48万 | 0.07% | 6,830 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $25.01万 | 0.06% | 1,600 | -240 | -13.0% | -$3.75万 | 减仓 |
| GLD | SPDR GOLD TR | $24.79万 | 0.06% | 673 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $24.32万 | 0.06% | 472 | 472 | — | $24.32万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $22.66万 | 0.06% | 692 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $22.54万 | 0.06% | 1,669 | 0 | 0.0% | — | 不变 |
| GLBE | GLOBAL E ONLINE LTD | $22.23万 | 0.06% | 6,401 | -9,605 | -60.0% | -$33.36万 | 重新持有 |
| IGV | ISHARES TR | $22.13万 | 0.06% | 2,443 | 2,443 | — | $22.13万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $21.76万 | 0.06% | 1,313 | -108 | -7.6% | -$1.79万 | 减仓 |
| IWY | ISHARES TR | $20.98万 | 0.05% | 722 | 722 | — | $20.98万 | 新建仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $20.67万 | 0.05% | 11,129 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $20.37万 | 0.05% | 470 | 0 | 0.0% | — | 重新持有 |
| VIGI | VANGUARD WHITEHALL FDS | $20.24万 | 0.05% | 2,168 | 0 | 0.0% | — | 重新持有 |
| MSOS | ADVISORSHARES TR | $17.45万 | 0.04% | 34,359 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC | $10.55万 | 0.03% | 37,935 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -10,405 | -100.0% | -$61.16万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -14,519 | -100.0% | -$55.74万 | 清仓 |
| WYFI | WHITEFIBER INC | $0 | 0.00% | 0 | -40,444 | -100.0% | -$48.17万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -3,260 | -100.0% | -$41.02万 | 清仓 |
| POET | POET TECHNOLOGIES INC | $0 | 0.00% | 0 | -66,555 | -100.0% | -$39.53万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -855 | -100.0% | -$28.89万 | 清仓 |
| VAL | VALARIS LTD | $0 | 0.00% | 0 | -2,644 | -100.0% | -$25.92万 | 清仓 |
| EGO | ELDORADO GOLD CORP NEW | $0 | 0.00% | 0 | -7,500 | -100.0% | -$25.75万 | 清仓 |