13F 机构持仓

Cedar Mountain Advisors, LLC

LAKE OSWEGO OR · SEC CIK 0001798986

2026Q22026Q1 更早 9 个季度 🔒
$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
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 16.5%
IWS 7.2%
IWP 7.0%
IJR 5.7%
QQQ 5.1%
VFH 3.3%
SPSB 3.3%
VHT 2.7%
SCHZ 2.6%

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
HLI HOULIHAN LOKEY INC CL A $4,4260.00%33 00.0% — 不变
USFR WISDOMTREE FLOATING RATE TREASURY FUND $4,4310.00%88 00.0% — 不变
OKE ONEOK INC NEW COM $4,4340.00%51 00.0% — 不变
IEZ ISHARES U.S. OIL EQUIPMENT & SERVICES ETF $4,4550.00%166 10.6% $27 加仓
VLTO VERALTO CORP COM SHS $4,4710.00%50 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP COM $4,4930.00%40 00.0% — 不变
AES AES CORP COM $4,4960.00%307 10451.2% $1,523 加仓
DXYZ DESTINY TECH100 INC COM SHS $4,5080.00%175 00.0% — 不变
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $4,5480.00%74 -5,024-98.5% -$30.88万 减仓
HAL HALLIBURTON CO COM $4,5490.00%134 00.0% — 不变
CXT CRANE NXT CO COM $4,5530.00%89 00.0% — 不变
BN BROOKFIELD CORP CL A LTD VT SH $4,5570.00%107 00.0% — 不变
ECHO ECHOSTAR CORP CL A $4,5680.00%45 00.0% — 不变
KRC KILROY REALTY CORP COM $4,5710.00%122 00.0% — 不变
GTLB GITLAB INC CLASS A COM $4,5800.00%150 00.0% — 不变
CRUS CIRRUS LOGIC INC COM $4,6040.00%31 00.0% — 不变
SSD SIMPSON MFG INC COM $4,6060.00%22 00.0% — 不变
HRB BLOCK H & R INC COM $4,6080.00%121 00.0% — 不变
IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF $4,6130.00%42 00.0% — 不变
CME CME GROUP INC COM $4,6370.00%21 210.5% $442 加仓
MIDD MIDDLEBY CORP COM $4,6440.00%27 00.0% — 不变
HLNE HAMILTON LANE INC CL A $4,6510.00%59 00.0% — 不变
WRBY WARBY PARKER INC CL A COM $4,6720.00%154 00.0% — 不变
FIVE FIVE BELOW INC COM $4,6750.00%26 00.0% — 不变
AMCR AMCOR PLC COM NEW $4,6820.00%108 00.0% — 不变
VRT VERTIV HOLDINGS CO COM CL A $4,6870.00%14 216.7% $670 加仓
REYN REYNOLDS CONSUMER PRODS INC COM $4,6990.00%175 00.0% — 不变
MXL MAXLINEAR INC COM $4,7370.00%37 -1-2.6% -$128 减仓
PPLI PEOPLE INC COM NEW $4,7540.00%103 00.0% — 不变
NMIH NMI HLDGS INC COM $4,7660.00%116 00.0% — 不变
IEX IDEX CORP COM $4,7660.00%21 00.0% — 不变
HUM HUMANA INC COM $4,7670.00%12 00.0% — 不变
MMSI MERIT MED SYS INC COM $4,7840.00%69 -7-9.2% -$485 减仓
VSH VISHAY INTERTECHNOLOGY INC COM $4,7860.00%89 00.0% — 不变
OI O-I GLASS INC COM $4,8250.00%501 265.5% $250 加仓
NPKI NPK INTERNATIONAL INC COM SHS $4,8370.00%304 00.0% — 不变
QUBT QUANTUM COMPUTING INC COM $4,8500.00%500 00.0% — 不变
HIW HIGHWOODS PPTYS INC COM $4,8560.00%161 00.0% — 不变
RS RELIANCE INC COM $4,8570.00%13 00.0% — 不变
EMR EMERSON ELEC CO COM $4,8670.00%34 00.0% — 不变
CASK MGP INGREDIENTS INC NEW COM $4,8710.00%278 00.0% — 不变
PRGO PERRIGO CO PLC SHS $4,8730.00%469 -12-2.5% -$125 减仓
JIVE JPMORGAN INTERNATIONAL VALUE ETF $4,8740.00%53 53— $4,874 新建仓
WH WYNDHAM HOTELS & RESORTS INC COM $4,8840.00%58 00.0% — 不变
RVTY REVVITY INC COM $4,8950.00%44 00.0% — 不变
DOX AMDOCS LTD SHS $4,9020.00%97 00.0% — 不变
ADBE ADOBE INC COM $4,9200.00%24 00.0% — 不变
XYL XYLEM INC COM $4,9650.00%42 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LTD ORD $4,9940.00%38 00.0% — 不变
PK PARK HOTELS & RESORTS INC COM $5,0020.00%351 00.0% — 不变
SLDE SLIDE INS HLDGS INC COM $5,0170.00%259 00.0% — 不变
MZTI MARZETTI COMPANY COM $5,0230.00%44 00.0% — 不变
DEO DIAGEO PLC SPON ADR NEW $5,0640.00%63 1943.2% $1,527 加仓
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $5,0830.00%90 -7,242-98.8% -$40.90万 减仓
ACN ACCENTURE PLC IRELAND SHS CLASS A $5,1020.00%41 -9-18.0% -$1,120 减仓
— JANUS HENDERSON GROUP PLC ORD SHS $5,1430.00%99 00.0% — 不变
MDLZ MONDELEZ INTL INC CL A $5,1480.00%89 -37-29.4% -$2,140 减仓
MRSH MARSH & MCLENNAN COS INC COM $5,1670.00%31 00.0% — 不变
SON SONOCO PRODS CO COM $5,1840.00%92 00.0% — 不变
LIN LINDE PLC SHS $5,1890.00%10 00.0% — 不变
BKH BLACK HILLS CORP COM $5,2080.00%70 00.0% — 不变
EQIX EQUINIX INC COM $5,2120.00%5 00.0% — 不变
AROC ARCHROCK INC COM $5,2520.00%129 00.0% — 不变
CWEN CLEARWAY ENERGY INC CL C $5,3160.00%156 -1-0.6% -$34 减仓
USO UNITED STATES OIL FUND LP $5,3220.00%50 50— $5,322 新建仓
INFQ INFLEQTION INC COM SHS $5,3280.00%400 400— $5,328 新建仓
ACGL ARCH CAP GROUP LTD ORD $5,3380.00%55 00.0% — 不变
BILL BILL HOLDINGS INC COM $5,3520.00%148 00.0% — 不变
— ONCOLYTICS BIOTECH INC COM NEW $5,3680.00%5,651 5,651— $5,368 新建仓
ENS ENERSYS COM $5,3780.00%23 00.0% — 不变
— SERVICE PPTYS TR COM SH BEN INT $5,3790.00%3,183 00.0% — 不变
HWC HANCOCK WHITNEY CORPORATION COM $5,3800.00%72 00.0% — 不变
DXCM DEXCOM INC COM $5,3880.00%80 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY A COM $5,4140.00%14 00.0% — 不变
EWBC EAST WEST BANCORP INC COM $5,4220.00%42 00.0% — 不变
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A $5,4510.00%70 00.0% — 不变
BSV VANGUARD SHORT-TERM BOND ETF $5,4540.00%70 00.0% — 不变
AFRM AFFIRM HLDGS INC COM CL A $5,4640.00%67 00.0% — 不变
PYPL PAYPAL HLDGS INC COM $5,4990.00%127 00.0% — 不变
GPI GROUP 1 AUTOMOTIVE INC COM $5,5320.00%19 211.8% $582 加仓
RYTM RHYTHM PHARMACEUTICALS INC COM $5,6630.00%51 00.0% — 不变
LYFT LYFT INC CL A COM $5,6830.00%389 318.7% $453 加仓
PRI PRIMERICA INC COM $5,6840.00%20 00.0% — 不变
PNW PINNACLE WEST CAP CORP COM $5,7780.00%54 00.0% — 不变
TXRH TEXAS ROADHOUSE INC COM $5,7970.00%30 00.0% — 不变
YETI YETI HLDGS INC COM $5,7990.00%117 00.0% — 不变
BIIB BIOGEN INC COM $5,8340.00%27 00.0% — 不变
CNX CNX RES CORP COM $5,8360.00%172 00.0% — 不变
GMED GLOBUS MED INC CL A $5,8470.00%74 00.0% — 不变
SNOW SNOWFLAKE INC COM SHS $5,8540.00%23 -11-32.4% -$2,800 减仓
MIAX MIAMI INTL HLDGS INC COM $5,8710.00%158 00.0% — 不变
OMC OMNICOM GROUP INC COM $5,8990.00%81 1930.6% $1,384 加仓
KURA KURA ONCOLOGY INC COM $5,9460.00%542 00.0% — 不变
XRAY DENTSPLY SIRONA INC COM $5,9520.00%561 00.0% — 不变
ETH GRAYSCALE ETHEREUM STAKING MINI ETF $6,0120.00%400 00.0% — 不变
BLMN BLOOMIN BRANDS INC COM $6,0230.00%659 00.0% — 不变
— TOPBUILD COR COM $6,0270.00%17 00.0% — 不变
AYI ACUITY INC COM $6,0270.00%16 00.0% — 不变
WAL WESTERN ALLIANCE BANCORP COM $6,1650.00%75 00.0% — 不变
TNL TRAVEL PLUS LEISURE CO COM $6,1910.00%81 00.0% — 不变