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 |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW COM | $3.53万 | 0.01% | 233 | 7 | 3.1% | $1,061 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $3.57万 | 0.01% | 370 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC COM | $3.58万 | 0.01% | 1,117 | 2 | 0.2% | $64 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $3.58万 | 0.01% | 83 | 2 | 2.5% | $863 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $3.58万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $3.60万 | 0.01% | 272 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC COM | $3.61万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $3.62万 | 0.01% | 324 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $3.66万 | 0.01% | 479 | 13 | 2.8% | $994 | 加仓 |
| LH | LABCORP HOLDINGS INC COM SHS | $3.72万 | 0.01% | 133 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $3.75万 | 0.01% | 126 | 39 | 44.8% | $1.16万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD COM | $3.75万 | 0.01% | 1,097 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC COMMON STOCK | $3.79万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $3.80万 | 0.01% | 210 | 21 | 11.1% | $3,799 | 加仓 |
| WCN | WASTE CONNECTIONS INC COM | $3.80万 | 0.01% | 228 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC COM | $3.81万 | 0.01% | 101 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $3.83万 | 0.01% | 1,445 | 1,445 | — | $3.83万 | 新建仓 |
| CRH | CRH PLC ORD | $3.85万 | 0.01% | 360 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $3.95万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC COM | $3.97万 | 0.01% | 173 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $3.97万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $3.98万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $4.04万 | 0.01% | 324 | 2 | 0.6% | $249 | 加仓 |
| SXI | STANDEX INTL CORP COM | $4.04万 | 0.01% | 113 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $4.07万 | 0.01% | 1,691 | 60 | 3.7% | $1,445 | 加仓 |
| F | FORD MTR CO COM | $4.09万 | 0.01% | 2,940 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $4.12万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $4.14万 | 0.01% | 2,251 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $4.18万 | 0.01% | 72 | 13 | 22.0% | $7,552 | 加仓 |
| DAR | DARLING INGREDIENTS INC COM | $4.18万 | 0.01% | 766 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $4.19万 | 0.01% | 164 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $4.23万 | 0.01% | 362 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $4.26万 | 0.01% | 493 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $4.28万 | 0.01% | 367 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $4.28万 | 0.01% | 270 | -108 | -28.6% | -$1.71万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC COM | $4.34万 | 0.01% | 1,830 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO COM | $4.34万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC COM | $4.38万 | 0.01% | 840 | 761 | 963.3% | $3.97万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $4.41万 | 0.01% | 106 | 4 | 3.9% | $1,664 | 加仓 |
| COP | CONOCOPHILLIPS COM | $4.51万 | 0.01% | 434 | 13 | 3.1% | $1,350 | 加仓 |
| CVS | CVS HEALTH CORP COM | $4.51万 | 0.01% | 436 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK COM | $4.53万 | 0.01% | 796 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $4.53万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $4.58万 | 0.01% | 963 | 9 | 0.9% | $428 | 加仓 |
| ADC | AGREE RLTY CORP COM | $4.59万 | 0.01% | 606 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $4.62万 | 0.01% | 117 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW COM | $4.63万 | 0.01% | 463 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV SHS | $4.68万 | 0.01% | 321 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $4.69万 | 0.01% | 2,954 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $4.72万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $4.77万 | 0.01% | 160 | -10 | -5.9% | -$2,981 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $4.83万 | 0.01% | 409 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $4.90万 | 0.01% | 358 | 2 | 0.6% | $274 | 加仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $4.90万 | 0.01% | 658 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $4.94万 | 0.01% | 687 | 16 | 2.4% | $1,151 | 加仓 |
| VVV | VALVOLINE INC COM | $4.98万 | 0.01% | 1,259 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC COM | $5.04万 | 0.01% | 70 | -2 | -2.8% | -$1,440 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $5.10万 | 0.01% | 196 | -4 | -2.0% | -$1,042 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $5.13万 | 0.01% | 80 | 80 | — | $5.13万 | 新建仓 |
| PKG | PACKAGING CORP AMER COM | $5.15万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| M | MACYS INC COM | $5.17万 | 0.01% | 2,196 | 23 | 1.1% | $542 | 加仓 |
| INGR | INGREDION INC COM | $5.21万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $5.24万 | 0.01% | 545 | 2 | 0.4% | $192 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $5.30万 | 0.01% | 77 | 13 | 20.3% | $8,941 | 加仓 |
| BROS | DUTCH BROS INC CL A | $5.32万 | 0.01% | 741 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $5.41万 | 0.01% | 655 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC COM | $5.44万 | 0.01% | 57 | 1 | 1.8% | $955 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $5.53万 | 0.01% | 673 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $5.55万 | 0.01% | 128 | 8 | 6.7% | $3,467 | 加仓 |
| SLB | SLB LIMITED COM STK | $5.56万 | 0.01% | 1,195 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC COM | $5.58万 | 0.01% | 1,267 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $5.60万 | 0.01% | 477 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $5.62万 | 0.01% | 509 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC CLASS A | $5.63万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $5.65万 | 0.01% | 171 | 5 | 3.0% | $1,651 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $5.66万 | 0.01% | 166 | -4 | -2.4% | -$1,364 | 减仓 |
| DOV | DOVER CORP COM | $5.67万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | $5.69万 | 0.01% | 727 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $5.70万 | 0.01% | 617 | 1 | 0.2% | $92 | 加仓 |
| CAT | CATERPILLAR INC COM | $5.71万 | 0.01% | 54 | 3 | 5.9% | $3,171 | 加仓 |
| COR | CENCORA INC COM | $5.72万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $5.78万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $5.92万 | 0.01% | 641 | 7 | 1.1% | $646 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $5.98万 | 0.01% | 281 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP COM | $6.11万 | 0.01% | 799 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP COM | $6.36万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $6.48万 | 0.01% | 586 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $6.51万 | 0.01% | 576 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO COM | $6.54万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $6.54万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $6.57万 | 0.01% | 794 | 472 | 146.6% | $3.91万 | 加仓 |
| SNA | SNAP ON INC COM | $6.68万 | 0.01% | 166 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC COM | $6.78万 | 0.01% | 1,021 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC COM | $6.80万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $6.81万 | 0.01% | 381 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $6.85万 | 0.01% | 596 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $7.08万 | 0.01% | 776 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO COM NEW | $7.09万 | 0.01% | 2,961 | 23 | 0.8% | $551 | 加仓 |
| BX | BLACKSTONE INC COM | $7.14万 | 0.01% | 607 | 607 | — | $7.14万 | 新建仓 |
| CASY | CASEYS GEN STORES INC COM | $7.15万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |