Cedar Mountain Advisors, LLC
LAKE OSWEGO OR · SEC CIK 0001798986
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $656.28万 | 1.28% | 126,378 | 320 | 0.3% | $1.66万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $731.18万 | 1.43% | 73,655 | 309 | 0.4% | $3.07万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $734.97万 | 1.44% | 148,478 | 2,511 | 1.7% | $12.43万 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $737.39万 | 1.44% | 239,567 | 4,119 | 1.7% | $12.68万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,061.83万 | 2.08% | 141,220 | -166 | -0.1% | -$1.25万 | 减仓 |
| ILTB | ISHARES CORE 10 YEAR USD BOND ETF | $1,194.85万 | 2.34% | 243,947 | 5,613 | 2.4% | $27.49万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $1,306.57万 | 2.55% | 138,642 | -205 | -0.1% | -$1.93万 | 减仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $1,348.33万 | 2.64% | 332,593 | -4,631 | -1.4% | -$18.77万 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $1,412.67万 | 2.76% | 51,873 | -393 | -0.8% | -$10.70万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $1,487.00万 | 2.91% | 640,396 | 12,803 | 2.0% | $29.73万 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $1,754.64万 | 3.43% | 145,240 | -790 | -0.5% | -$9.54万 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1,898.29万 | 3.71% | 631,291 | -6,890 | -1.1% | -$20.72万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $2,305.92万 | 4.51% | 39,951 | -556 | -1.4% | -$32.09万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $2,774.20万 | 5.42% | 223,168 | -2,245 | -1.0% | -$27.91万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $3,501.55万 | 6.85% | 273,302 | -216 | -0.1% | -$2.77万 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $3,666.55万 | 7.17% | 251,582 | -2,453 | -1.0% | -$35.75万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $8,216.26万 | 16.07% | 192,689 | -1,394 | -0.7% | -$59.44万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $8,443.72万 | 16.51% | 395,176 | -7,376 | -1.8% | -$157.60万 | 减仓 |