Cedar Mountain Advisors, LLC
LAKE OSWEGO OR · SEC CIK 0001798986
$5.81亿2026Q2 申报市值
1,175持仓数
69.7%前十大占比 · 第一大 16.5%
58 / 57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
IXUS 加仓+$160.66万
JIRE 加仓+$155.97万
JBND 加仓+$111.57万
JFLX 新建仓+$102.73万
PVAL 新建仓+$72.18万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$57.67万
IWM 减仓-$43.87万
JEPI 减仓-$40.90万
JEPQ 减仓-$30.88万
LVHI 减仓-$10.46万
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 |
|---|---|---|---|---|---|---|---|---|
| CACI | CACI INTL INC CL A | $2.04万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $2.05万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $2.05万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $2.06万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $2.08万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $2.08万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD ORD | $2.09万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $2.09万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $2.14万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC COM | $2.14万 | 0.00% | 1,306 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $2.14万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $2.16万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $2.16万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $2.17万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION COM | $2.18万 | 0.00% | 668 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $2.19万 | 0.00% | 39 | 37 | 1,850.0% | $2.07万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $2.19万 | 0.00% | 831 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC COM | $2.20万 | 0.00% | 608 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC COM | $2.23万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $2.23万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP COM | $2.25万 | 0.00% | 890 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP COM | $2.28万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $2.29万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $2.29万 | 0.00% | 252 | 2 | 0.8% | $182 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $2.29万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP COM | $2.35万 | 0.00% | 337 | 337 | — | $2.35万 | 新建仓 |
| WTFC | WINTRUST FINL CORP COM | $2.38万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC COM | $2.38万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $2.39万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| ICHR | ICHOR HOLDINGS SHS | $2.40万 | 0.00% | 214 | -20 | -8.5% | -$2,246 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $2.40万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| KBE | STATE STREET SPDR S&P BANK ETF | $2.41万 | 0.00% | 353 | 61 | 20.9% | $4,167 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $2.41万 | 0.00% | 83 | 3 | 3.8% | $872 | 加仓 |
| KO | COCA COLA CO COM | $2.41万 | 0.00% | 297 | 1 | 0.3% | $81 | 加仓 |
| COHU | COHU INC COM | $2.42万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC COM | $2.42万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2.43万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP COM | $2.44万 | 0.00% | 391 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $2.48万 | 0.00% | 70 | 5 | 7.7% | $1,771 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $2.49万 | 0.00% | 110 | 1 | 0.9% | $227 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $2.49万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $2.50万 | 0.00% | 443 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $2.50万 | 0.00% | 63 | -3 | -4.5% | -$1,192 | 减仓 |
| LKQ | LKQ CORP COM | $2.51万 | 0.00% | 952 | 7 | 0.7% | $184 | 加仓 |
| KR | KROGER CO COM | $2.53万 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC COM | $2.54万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $2.55万 | 0.00% | 554 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC COM | $2.56万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $2.59万 | 0.00% | 177 | 10 | 6.0% | $1,462 | 加仓 |
| LNT | ALLIANT ENERGY CORP COM | $2.59万 | 0.00% | 340 | 340 | — | $2.59万 | 新建仓 |
| FIBK | FIRST INTST BANCSYSTEM INC COM | $2.60万 | 0.00% | 675 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $2.60万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.62万 | 0.00% | 357 | 1 | 0.3% | $73 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP CL A | $2.63万 | 0.00% | 593 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $2.68万 | 0.00% | 145 | 16 | 12.4% | $2,957 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $2.68万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $2.69万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $2.69万 | 0.00% | 1,097 | -99 | -8.3% | -$2,430 | 减仓 |
| RBC | RBC BEARINGS INC COM | $2.71万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $2.71万 | 0.00% | 398 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $2.72万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $2.73万 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $2.75万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY COMMON STOCK | $2.77万 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $2.77万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC CL A | $2.79万 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC COM | $2.88万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC COM | $2.90万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP COM | $2.90万 | 0.00% | 127 | 1 | 0.8% | $229 | 加仓 |
| ACMR | ACM RESH INC COM CL A | $2.92万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD COM | $2.93万 | 0.01% | 54 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP COM | $2.94万 | 0.01% | 94 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW COM | $2.94万 | 0.01% | 185 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC COM | $2.94万 | 0.01% | 286 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $2.97万 | 0.01% | 1,113 | 427 | 62.2% | $1.14万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $2.98万 | 0.01% | 157 | -11 | -6.5% | -$2,090 | 减仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $2.98万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $3.03万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC COM | $3.03万 | 0.01% | 38 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC COM | $3.04万 | 0.01% | 331 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $3.06万 | 0.01% | 64 | 30 | 88.2% | $1.43万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $3.06万 | 0.01% | 220 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP COM | $3.09万 | 0.01% | 2,112 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. COM | $3.10万 | 0.01% | 277 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $3.13万 | 0.01% | 236 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $3.14万 | 0.01% | 448 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP COM | $3.15万 | 0.01% | 769 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $3.21万 | 0.01% | 95 | 35 | 58.3% | $1.18万 | 加仓 |
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $3.24万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $3.26万 | 0.01% | 395 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $3.29万 | 0.01% | 225 | -16 | -6.6% | -$2,343 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL COM | $3.36万 | 0.01% | 702 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $3.37万 | 0.01% | 343 | 5 | 1.5% | $491 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $3.37万 | 0.01% | 67 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP COM | $3.38万 | 0.01% | 209 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $3.41万 | 0.01% | 100 | 9 | 9.9% | $3,067 | 加仓 |
| CMI | CUMMINS INC COM | $3.42万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $3.42万 | 0.01% | 271 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $3.43万 | 0.01% | 45 | -1 | -2.2% | -$763 | 减仓 |
| URI | UNITED RENTALS INC COM | $3.51万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |