13F 机构持仓

Cedar Mountain Advisors, LLC

LAKE OSWEGO OR · SEC CIK 0001798986

2026Q22026Q1 更早 9 个季度 🔒
$5.11亿2026Q1 申报市值
1,152持仓数
69.3%前十大占比 · 第一大 16.5%
453 / 44新建仓 / 清仓
申报市值走势$5.81亿2026Q2
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

IWD 16.5%
IWF 16.1%
IWS 7.2%
IWP 6.8%
IJR 5.4%
QQQ 4.5%
SPSB 3.7%
VFH 3.4%
SCHZ 2.9%
VHT 2.8%

2026Q1 买入最多 按季末市值估算

NKE 加仓+$54.34万
SCHZ 加仓+$29.73万
JEPI 加仓+$28.80万
ILTB 加仓+$27.49万
AAPL 加仓+$20.15万

2026Q1 卖出最多 按季末市值估算

IWD 减仓-$157.60万
IWF 减仓-$59.44万
IWS 减仓-$35.75万
QQQ 减仓-$32.09万
IJR 减仓-$27.91万

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
AVA AVISTA CORP COM $3.09万0.01%769 00.0% — 不变
STLD STEEL DYNAMICS INC COM $3.11万0.01%173 173— $3.11万 新建仓
PAYX PAYCHEX INC COM $3.12万0.01%338 41.2% $369 加仓
PM PHILIP MORRIS INTL INC COM $3.12万0.01%189 7160.2% $1.17万 加仓
TSN TYSON FOODS INC CL A $3.13万0.01%488 364293.5% $2.33万 加仓
CVS CVS HEALTH CORP COM $3.13万0.01%436 6517.5% $4,668 加仓
DHR DANAHER CORP DEL COM $3.19万0.01%168 4233.3% $7,978 加仓
ENSG ENSIGN GROUP INC COM $3.22万0.01%160 160— $3.22万 新建仓
ARMK ARAMARK COM $3.23万0.01%796 796— $3.23万 新建仓
HCA HCA HEALTHCARE INC COM $3.27万0.01%69 69— $3.27万 新建仓
VNQ VANGUARD REAL ESTATE ETF $3.28万0.01%370 41.1% $355 加仓
KR KROGER CO COM $3.29万0.01%455 455— $3.29万 新建仓
STRL STERLING INFRASTRUCTURE INC COM $3.30万0.01%81 808,000.0% $3.26万 加仓
STZ CONSTELLATION BRANDS INC CL A $3.30万0.01%220 220— $3.30万 新建仓
C CITIGROUP INC COM NEW $3.30万0.01%291 169138.5% $1.92万 加仓
TXN TEXAS INSTRS INC COM $3.30万0.01%170 3324.1% $6,407 加仓
TMO THERMO FISHER SCIENTIFIC INC COM $3.30万0.01%67 1939.6% $9,370 加仓
FDX FEDEX CORP COM $3.34万0.01%94 4177.4% $1.45万 加仓
F FORD MTR CO COM $3.39万0.01%2,940 1,08058.1% $1.25万 加仓
CMCSA COMCAST CORP NEW CL A $3.43万0.01%1,196 38948.2% $1.12万 加仓
EFV ISHARES MSCI EAFE VALUE ETF $3.47万0.01%466 00.0% — 不变
HST HOST HOTELS & RESORTS INC COM $3.51万0.01%1,830 1,830— $3.51万 新建仓
ORCL ORACLE CORP COM $3.54万0.01%241 7948.8% $1.16万 加仓
LH LABCORP HOLDINGS INC COM SHS $3.55万0.01%133 118786.7% $3.15万 加仓
EFG ISHARES MSCI EAFE GROWTH ETF $3.59万0.01%322 00.0% — 不变
TJX TJX COS INC NEW COM $3.61万0.01%226 7347.7% $1.17万 加仓
SNDK SANDISK CORP COM $3.62万0.01%57 552,750.0% $3.49万 加仓
PTC PTC INC COM $3.63万0.01%255 255— $3.63万 新建仓
CAT CATERPILLAR INC COM $3.64万0.01%51 2382.1% $1.64万 加仓
HIG HARTFORD INSURANCE GROUP INC COM $3.68万0.01%272 2541,411.1% $3.43万 加仓
HAS HASBRO INC COM $3.70万0.01%395 395— $3.70万 新建仓
WCN WASTE CONNECTIONS INC COM $3.70万0.01%228 00.0% — 不变
HXL HEXCEL CORP NEW COM $3.75万0.01%463 463— $3.75万 新建仓
BROS DUTCH BROS INC CL A $3.75万0.01%741 00.0% — 不变
GILD GILEAD SCIENCES INC COM $3.78万0.01%271 234632.4% $3.26万 加仓
CRH CRH PLC ORD $3.78万0.01%360 360— $3.78万 新建仓
VOO VANGUARD S&P 500 ETF $3.80万0.01%64 11.6% $593 加仓
M MACYS INC COM $3.93万0.01%2,173 180.8% $326 加仓
XEL XCEL ENERGY INC COM $3.93万0.01%495 495— $3.93万 新建仓
PWR QUANTA SVCS INC COM $3.95万0.01%72 1322.0% $7,137 加仓
VTRS VIATRIS INC COM $3.99万0.01%2,954 1,606119.1% $2.17万 加仓
MPC MARATHON PETE CORP COM $4.00万0.01%164 164— $4.00万 新建仓
EVRG EVERGY INC COM $4.04万0.01%493 493— $4.04万 新建仓
TDY TELEDYNE TECHNOLOGIES INC COM $4.11万0.01%68 00.0% — 不变
DTE DTE ENERGY CO COM $4.17万0.01%285 2773,462.5% $4.05万 加仓
WEC WEC ENERGY GROUP INC COM $4.19万0.01%362 3452,029.4% $3.99万 加仓
VVV VALVOLINE INC COM $4.24万0.01%1,259 1,259— $4.24万 新建仓
NSC NORFOLK SOUTHN CORP COM $4.30万0.01%150 00.0% — 不变
AER AERCAP HOLDINGS NV SHS $4.40万0.01%321 321— $4.40万 新建仓
KLAC KLA CORP COM NEW $4.42万0.01%30 -2-6.2% -$2,945 减仓
MO ALTRIA GROUP INC COM $4.43万0.01%671 32493.4% $2.14万 加仓
LDOS LEIDOS HOLDINGS INC COM $4.45万0.01%286 2815,620.0% $4.37万 加仓
BE BLOOM ENERGY CORP COM CL A $4.53万0.01%334 7529.0% $1.02万 加仓
ADC AGREE RLTY CORP COM $4.57万0.01%606 606— $4.57万 新建仓
PFE PFIZER INC COM $4.58万0.01%1,631 68271.9% $1.92万 加仓
PKG PACKAGING CORP AMER COM $4.58万0.01%216 2072,300.0% $4.39万 加仓
AEP AMERICAN ELEC PWR CO INC COM $4.67万0.01%356 3811.9% $4,985 加仓
AKAM AKAMAI TECHNOLOGIES INC COM $4.70万0.01%409 409— $4.70万 新建仓
PEP PEPSICO INC COM $4.72万0.01%304 2910.5% $4,503 加仓
DAR DARLING INGREDIENTS INC COM $4.74万0.01%766 668681.6% $4.13万 重新持有
PR PERMIAN RESOURCES CORP CLASS A COM $4.80万0.01%2,251 2,251— $4.80万 新建仓
FE FIRSTENERGY CORP COM $4.83万0.01%954 80.8% $405 加仓
TRV TRAVELERS COMPANIES INC COM $4.84万0.01%166 2618.6% $7,584 加仓
EVR EVERCORE INC CLASS A $4.93万0.01%165 165— $4.93万 新建仓
VLO VALERO ENERGY CORP COM $4.94万0.01%200 1831,076.5% $4.52万 加仓
IWR ISHARES RUSSELL MIDCAP ETF $4.95万0.01%509 00.0% — 不变
AIG AMERICAN INTL GROUP INC COM NEW $4.95万0.01%658 658— $4.95万 新建仓
JPLD JPMORGAN LIMITED DURATION BOND ETF $4.96万0.01%951 00.0% — 不变
VIAV VIAVI SOLUTIONS INC COM $4.98万0.01%1,495 1,495— $4.98万 新建仓
MCHP MICROCHIP TECHNOLOGY INC. COM $5.01万0.01%776 776— $5.01万 新建仓
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF $5.05万0.01%727 00.0% — 不变
WFC WELLS FARGO & CO COM $5.21万0.01%655 30285.6% $2.40万 加仓
DIS DISNEY WALT CO COM $5.23万0.01%543 20058.3% $1.93万 加仓
DOV DOVER CORP COM $5.27万0.01%253 253— $5.27万 新建仓
PLTR PALANTIR TECHNOLOGIES INC CL A $5.37万0.01%367 -50-12.0% -$7,314 减仓
BLK BLACKROCK INC COM $5.42万0.01%56 00.0% — 不变
IWO ISHARES RUSSELL 2000 GROWTH ETF $5.46万0.01%174 -2-1.1% -$628 减仓
CNP CENTERPOINT ENERGY INC COM $5.47万0.01%1,267 1,267— $5.47万 新建仓
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF $5.51万0.01%381 10.3% $145 加仓
BWA BORGWARNER INC COM $5.54万0.01%1,021 1,021— $5.54万 新建仓
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $5.54万0.01%378 00.0% — 不变
— WEBSTER FINL CORP COM $5.55万0.01%799 799— $5.55万 新建仓
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $5.56万0.01%673 00.0% — 不变
COP CONOCOPHILLIPS COM $5.56万0.01%421 14854.2% $1.96万 加仓
AMP AMERIPRISE FINL INC COM $5.60万0.01%126 1223,050.0% $5.42万 加仓
IEI ISHARES 3-7 YEAR TREASURY BOND ETF $5.66万0.01%477 00.0% — 不变
RGA REINSURANCE GROUP AMER INC COM NEW $5.74万0.01%281 281— $5.74万 新建仓
SCHW SCHWAB CHARLES CORP COM $5.79万0.01%616 19044.6% $1.79万 加仓
PH PARKER-HANNIFIN CORP COM $5.82万0.01%65 57712.5% $5.10万 加仓
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND $5.85万0.01%634 81.3% $738 加仓
MMM 3M CO COM $5.87万0.01%404 00.0% — 不变
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF $5.90万0.01%270 10.4% $218 加仓
SNA SNAP ON INC COM $6.03万0.01%166 166— $6.03万 新建仓
WCC WESCO INTL INC COM $6.10万0.01%223 223— $6.10万 新建仓
SLB SLB LIMITED COM STK $6.14万0.01%1,195 1,195— $6.14万 新建仓
INGR INGREDION INC COM $6.20万0.01%550 550— $6.20万 新建仓
AEE AMEREN CORP COM $6.33万0.01%576 00.0% — 不变
COR CENCORA INC COM $6.35万0.01%202 202— $6.35万 新建仓
LLY ELI LILLY & CO COM $6.36万0.01%69 711.3% $6,450 加仓
CASY CASEYS GEN STORES INC COM $6.55万0.01%90 884,400.0% $6.41万 加仓