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 |
|---|---|---|---|---|---|---|---|---|
| SMG | SCOTTS MIRACLE-GRO CO CL A | $6,198 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC COM | $6,229 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TIPS BOND ETF | $6,246 | 0.00% | 57 | 1 | 1.8% | $110 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $6,257 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC COM | $6,266 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $6,278 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| CRC | CALIFORNIA RES CORP COM STOCK | $6,292 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION COM | $6,312 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC COM | $6,353 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE COM | $6,366 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $6,456 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| FNB | F N B CORP COM | $6,487 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP COM | $6,494 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $6,505 | 0.00% | 82 | 1 | 1.2% | $79 | 加仓 |
| FTDR | FRONTDOOR INC COM | $6,518 | 0.00% | 84 | 3 | 3.7% | $233 | 加仓 |
| HPQ | HP INC COM | $6,525 | 0.00% | 297 | 2 | 0.7% | $44 | 加仓 |
| — | QORVO INC COM | $6,529 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $6,531 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| EVER | EVERQUOTE INC COM CL A | $6,542 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| FHB | FIRST HAWAIIAN INC COM | $6,563 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC COM | $6,625 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $6,664 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC COM | $6,684 | 0.00% | 174 | 1 | 0.6% | $38 | 加仓 |
| SNX | TD SYNNEX CORPORATION COM | $6,684 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC COM | $6,707 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | $6,715 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC COM | $6,716 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC COM | $6,774 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC COM | $6,804 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| UHAL | U HAUL HOLDING COMPANY COM | $6,806 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC COM | $6,857 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| XP | XP INC CL A | $6,894 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL COM | $6,900 | 0.00% | 150 | 4 | 2.7% | $184 | 加仓 |
| LIVN | LIVANOVA PLC SHS | $6,907 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC COM | $6,942 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ESNT | ESSENT GROUP LTD COM | $6,942 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC COM | $6,956 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $6,994 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC COM | $7,045 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $7,088 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP COM | $7,095 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $7,099 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION COM | $7,105 | 0.00% | 49 | -4 | -7.5% | -$580 | 减仓 |
| VST | VISTRA CORP COM | $7,138 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC COM | $7,183 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $7,194 | 0.00% | 95 | 6 | 6.7% | $454 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $7,216 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $7,241 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC COM NEW | $7,250 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $7,252 | 0.00% | 43 | 12 | 38.7% | $2,024 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP COM | $7,274 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| CHCO | CITY HLDG CO COM | $7,295 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP COM | $7,318 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| IART | INTEGRA LIFESCIENCES HLDGS CP COM NEW | $7,364 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $7,370 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $7,376 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP COM | $7,381 | 0.00% | 695 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC COM | $7,458 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $7,479 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC COM | $7,514 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $7,526 | 0.00% | 675 | 675 | — | $7,526 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $7,606 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $7,646 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP COM | $7,660 | 0.00% | 455 | 1 | 0.2% | $17 | 加仓 |
| WU | WESTERN UN CO COM | $7,715 | 0.00% | 1,002 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION COM | $7,723 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA RLTY TR COM SH BEN INT | $7,757 | 0.00% | 371 | 3 | 0.8% | $63 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC COM | $7,792 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP COM | $7,826 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $7,838 | 0.00% | 110 | 110 | — | $7,838 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $7,842 | 0.00% | 452 | 0 | 0.0% | — | 不变 |
| WABC | WESTAMERICA BANCORPORATION COM | $7,862 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC COM | $7,875 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC COM | $7,903 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODS INC COM | $7,914 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC CL B | $7,924 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $7,975 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| URBN | URBAN OUTFITTERS INC COM | $8,007 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $8,018 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $8,036 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC COM | $8,056 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| HCC | WARRIOR MET COAL INC COM | $8,116 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP COM | $8,122 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $8,145 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $8,149 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC COM | $8,174 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP COM | $8,187 | 0.00% | 462 | -35 | -7.0% | -$620 | 减仓 |
| RAL | RALLIANT CORP COM | $8,247 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC COM | $8,252 | 0.00% | 104 | -2 | -1.9% | -$159 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $8,257 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| EXK | ENDEAVOUR SILVER CORP COM | $8,280 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $8,392 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC COM NEW | $8,429 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC CL A | $8,455 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $8,475 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | SUPERNUS PHARMACEUTICALS COM | $8,511 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $8,572 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $8,575 | 0.00% | 55 | -45 | -45.0% | -$7,016 | 减仓 |
| AMBA | AMBARELLA INC SHS | $8,580 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC COM | $8,587 | 0.00% | 119 | -20 | -14.4% | -$1,443 | 减仓 |