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 |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $163.24万 | 0.28% | 17,104 | 16,834 | 6,234.8% | $160.66万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $184.90万 | 0.32% | 21,465 | 3,531 | 19.7% | $30.42万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $190.31万 | 0.33% | 23,071 | 18,908 | 454.2% | $155.97万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $221.98万 | 0.38% | 22,020 | 255 | 1.2% | $2.57万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $300.52万 | 0.52% | 36,177 | 406 | 1.1% | $3.37万 | 加仓 |
| CSX | CSX CORP COM | $301.30万 | 0.52% | 63,391 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $302.47万 | 0.52% | 10,453 | 330 | 3.3% | $9.55万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $324.44万 | 0.56% | 8,768 | 1 | 0.0% | $370 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $377.71万 | 0.65% | 16,866 | -27 | -0.2% | -$6,047 | 减仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $436.70万 | 0.75% | 81,627 | 20,855 | 34.3% | $111.57万 | 加仓 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $522.73万 | 0.90% | 108,113 | 2,656 | 2.5% | $12.84万 | 加仓 |
| DIVB | ISHARES CORE DIVIDEND ETF | $643.37万 | 1.11% | 104,443 | 415 | 0.4% | $2.56万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $672.83万 | 1.16% | 64,770 | 1,088 | 1.7% | $11.30万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $675.24万 | 1.16% | 129,010 | 2,632 | 2.1% | $13.78万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $682.17万 | 1.17% | 114,285 | 278 | 0.2% | $1.66万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $731.65万 | 1.26% | 73,919 | 264 | 0.4% | $2.61万 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $741.19万 | 1.28% | 240,255 | 688 | 0.3% | $2.12万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $748.68万 | 1.29% | 151,096 | 2,618 | 1.8% | $12.97万 | 加仓 |
| ILTB | ISHARES CORE 10 YEAR USD BOND ETF | $1,207.24万 | 2.08% | 245,120 | 1,173 | 0.5% | $5.78万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,277.35万 | 2.20% | 141,770 | 550 | 0.4% | $4.96万 | 加仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $1,339.37万 | 2.31% | 330,016 | -2,577 | -0.8% | -$10.46万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $1,382.64万 | 2.38% | 140,798 | 2,156 | 1.6% | $21.17万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $1,483.44万 | 2.55% | 641,351 | 955 | 0.1% | $2.21万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $1,560.61万 | 2.69% | 52,193 | 320 | 0.6% | $9.57万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1,899.30万 | 3.27% | 632,890 | 1,599 | 0.3% | $4.80万 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $1,928.71万 | 3.32% | 146,558 | 1,318 | 0.9% | $17.34万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $2,944.10万 | 5.07% | 39,980 | 29 | 0.1% | $2.14万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $3,312.15万 | 5.70% | 223,326 | 158 | 0.1% | $2.34万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $4,043.85万 | 6.96% | 276,200 | 2,898 | 1.1% | $42.43万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $4,159.65万 | 7.16% | 252,713 | 1,131 | 0.4% | $18.62万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $9,577.54万 | 16.49% | 771,325 | 569 | 0.1% | $7.07万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $9,582.76万 | 16.50% | 395,280 | 104 | 0.0% | $2.52万 | 加仓 |