13F 机构持仓

Cedar Mountain Advisors, LLC

LAKE OSWEGO OR · SEC CIK 0001798986

2026Q22026Q1 更早 9 个季度 🔒
$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
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 16.1%
IWS 7.2%
IWP 6.8%
IJR 5.4%
QQQ 4.5%
SPSB 3.7%
VFH 3.4%
SCHZ 2.9%
VHT 2.8%

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
IHI ISHARES U.S. MEDICAL DEVICES ETF $8,0620.00%151 00.0% — 不变
XP XP INC CL A $8,0730.00%424 424— $8,073 新建仓
MEDP MEDPACE HLDGS INC COM $8,1630.00%17 -2-10.5% -$960 减仓
PINS PINTEREST INC CL A $8,2350.00%449 240114.8% $4,402 加仓
CRC CALIFORNIA RES CORP COM STOCK $8,2370.00%119 1111,387.5% $7,683 加仓
SIRI SIRIUSXM HOLDINGS INC COMMON STOCK $8,3090.00%360 10038.5% $2,308 加仓
RF REGIONS FINANCIAL CORP NEW COM $8,3320.00%319 319— $8,332 新建仓
ULTA ULTA BEAUTY INC COM $8,3630.00%16 10166.7% $5,227 加仓
FLEX FLEXTRONICS INTL LTD ORD $8,4440.00%129 129— $8,444 新建仓
H HYATT HOTELS CORP COM CL A $8,4840.00%59 59— $8,484 新建仓
KFY KORN FERRY COM NEW $8,4980.00%135 135— $8,498 新建仓
SPGI S&P GLOBAL INC COM $8,5070.00%20 -2-9.1% -$851 减仓
RPRX ROYALTY PHARMA PLC SHS CLASS A $8,5390.00%178 178— $8,539 新建仓
PRU PRUDENTIAL FINL INC COM $8,5570.00%88 45104.7% $4,376 加仓
MRVL MARVELL TECHNOLOGY INC COM $8,5930.00%87 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRANC COM $8,6330.00%119 119— $8,633 新建仓
AFL AFLAC INC COM $8,6670.00%79 79— $8,667 新建仓
NXST NEXSTAR MEDIA GROUP INC COMMON STOCK $8,6800.00%48 48— $8,680 新建仓
MP MP MATERIALS CORP COM CL A $8,6870.00%180 8487.5% $4,054 加仓
WU WESTERN UN CO COM $8,7470.00%1,002 1,002— $8,747 新建仓
GL GLOBE LIFE INC COM $8,7680.00%63 63— $8,768 新建仓
STAG STAG INDUSTRIAL INC COM $8,7990.00%244 244— $8,799 新建仓
LEA LEAR CORP COM NEW $8,8390.00%73 73— $8,839 新建仓
AWI ARMSTRONG WORLD INDS INC NEW COM $8,8990.00%54 54— $8,899 新建仓
OWL BLUE OWL CAPITAL INC COM CL A $8,9660.00%982 982— $8,966 新建仓
CHRW C H ROBINSON WORLDWIDE IN COM NEW $8,9680.00%54 54— $8,968 新建仓
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW $8,9800.00%1,000 00.0% — 不变
ACMR ACM RESH INC COM CL A $9,0510.00%230 00.0% — 不变
BOOT BOOT BARN HLDGS INC COM $9,0740.00%62 591,966.7% $8,635 加仓
FAF FIRST AMERN FINL CORP COM $9,1040.00%151 151— $9,104 新建仓
CTO CTO RLTY GROWTH INC NEW COM $9,1160.00%493 493— $9,116 新建仓
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF $9,1200.00%299 00.0% — 不变
UUUU ENERGY FUELS INC COM NEW $9,1250.00%500 00.0% — 不变
USFD US FOODS HLDG CORP COM $9,1290.00%99 99— $9,129 新建仓
INCY INCYTE CORP COM $9,1300.00%97 97— $9,130 新建仓
TOL TOLL BROTHERS INC COM $9,1430.00%67 67— $9,143 新建仓
DDS DILLARDS INC CL A $9,1540.00%16 16— $9,154 新建仓
HOG HARLEY DAVIDSON INC COM $9,2200.00%456 456— $9,220 新建仓
DVA DAVITA INC COM $9,2210.00%60 60— $9,221 新建仓
HUN HUNTSMAN CORP COM $9,2500.00%695 695— $9,250 新建仓
TDG TRANSDIGM GROUP INC COM $9,2720.00%8 7700.0% $8,113 加仓
SPEU STATE STREET SPDR PORTFOLIO EUROPE ETF $9,2740.00%181 00.0% — 不变
ETN EATON CORP PLC SHS $9,2990.00%26 20333.3% $7,153 重新持有
EXK ENDEAVOUR SILVER CORP COM $9,3100.00%1,000 00.0% — 不变
HCC WARRIOR MET COAL INC COM $9,3150.00%100 973,233.3% $9,036 加仓
— SUPERNUS PHARMACEUTICALS COM $9,4590.00%183 183— $9,459 新建仓
FFIN FIRST FINL BANKSHARES INC COM $9,5120.00%323 323— $9,512 新建仓
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF $9,5310.00%121 00.0% — 不变
ROG ROGERS CORP COM $9,5520.00%89 862,866.7% $9,230 加仓
CGNX COGNEX CORP COM $9,5530.00%195 00.0% — 不变
CE CELANESE CORP DEL COM $9,6020.00%146 126630.0% $8,287 加仓
DUK DUKE ENERGY CORP NEW COM NEW $9,8210.00%75 00.0% — 不变
USAR USA RARE EARTH INC COM $9,8380.00%650 25062.5% $3,784 加仓
RMBS RAMBUS INC DEL COM $9,8930.00%115 115— $9,893 新建仓
CPAY CORPAY INC COM SHS $9,8940.00%34 34— $9,894 新建仓
ACN ACCENTURE PLC IRELAND SHS CLASS A $9,9150.00%50 31163.2% $6,147 加仓
CCL CARNIVAL CORP COMMON STOCK $9,9640.00%385 385— $9,964 新建仓
UBER UBER TECHNOLOGIES INC COM $9,9980.00%139 -10-6.7% -$719 减仓
COHU COHU INC COM $1.00万0.00%328 286681.0% $8,757 加仓
DTM DT MIDSTREAM INC COMMON STOCK $1.01万0.00%75 75— $1.01万 新建仓
— ENVIRI CORP COM $1.01万0.00%517 4861,567.7% $9,536 加仓
B BARRICK MNG CORP COM SHS $1.02万0.00%250 00.0% — 不变
SHOP SHOPIFY INC CL A SUB VTG SHS $1.02万0.00%86 00.0% — 不变
ASB ASSOCIATED BANC-CORP COM $1.02万0.00%395 395— $1.02万 新建仓
UI UBIQUITI INC COM $1.03万0.00%13 13— $1.03万 新建仓
TKO TKO GROUP HOLDINGS INC CL A $1.03万0.00%51 51— $1.03万 新建仓
CBT CABOT CORP COM $1.03万0.00%137 137— $1.03万 新建仓
EQT EQT CORP COM $1.04万0.00%164 164— $1.04万 新建仓
VICI VICI PPTYS INC COM $1.05万0.00%384 00.0% — 不变
BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF $1.05万0.00%212 00.0% — 不变
WSM WILLIAMS SONOMA INC COM $1.06万0.00%58 58— $1.06万 新建仓
JCI JOHNSON CTLS INTL PLC SHS $1.06万0.00%81 00.0% — 不变
ALLE ALLEGION PLC ORD SHS $1.08万0.00%74 74— $1.08万 新建仓
HPE HEWLETT PACKARD ENTERPRISE CO COM $1.08万0.00%454 4444,440.0% $1.06万 加仓
LMT LOCKHEED MARTIN CORP COM $1.09万0.00%18 12200.0% $7,253 加仓
ICHR ICHOR HOLDINGS SHS $1.09万0.00%234 175296.6% $8,157 加仓
NOC NORTHROP GRUMMAN CORP COM $1.09万0.00%16 10166.7% $6,822 加仓
SFM SPROUTS FMRS MKT INC COM $1.10万0.00%142 142— $1.10万 新建仓
UAL UNITED AIRLS HLDGS INC COM $1.10万0.00%119 62108.8% $5,708 加仓
LYB LYONDELLBASELL INDUSTRIES NV SHS - A - $1.10万0.00%136 136— $1.10万 新建仓
ELAN ELANCO ANIMAL HEALTH INC COM $1.10万0.00%460 460— $1.10万 新建仓
GLW CORNING INC COM $1.10万0.00%81 71710.0% $9,654 加仓
GTX GARRETT MOTION INC COM $1.10万0.00%608 608— $1.10万 新建仓
PBF PBF ENERGY INC CL A $1.10万0.00%232 232— $1.10万 新建仓
BBIO BRIDGEBIO PHARMA INC COM $1.11万0.00%149 149— $1.11万 新建仓
NOW SERVICENOW INC COM $1.11万0.00%106 -4-3.6% -$418 减仓
MRCY MERCURY SYS INC COM $1.11万0.00%152 152— $1.11万 新建仓
AXSM AXSOME THERAPEUTICS INC. COM $1.12万0.00%66 66— $1.12万 新建仓
QSR RESTAURANT BRANDS INTL INC COM $1.12万0.00%151 5557.3% $4,065 加仓
SCHA SCHWAB U.S. SMALL-CAP ETF $1.12万0.00%384 00.0% — 不变
BDC BELDEN INC COM $1.13万0.00%98 98— $1.13万 新建仓
ONB OLD NATL BANCORP IND COM $1.13万0.00%510 510— $1.13万 新建仓
AGCO AGCO CORP COM $1.14万0.00%98 87790.9% $1.01万 加仓
SYF SYNCHRONY FINANCIAL COM $1.14万0.00%167 167— $1.14万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS $1.15万0.00%34 00.0% — 不变
OEF ISHARES S&P 100 ETF $1.15万0.00%36 00.0% — 不变
SLV ISHARES SILVER TRUST $1.16万0.00%170 00.0% — 不变
IDCC INTERDIGITAL INC COM $1.18万0.00%39 39— $1.18万 新建仓
IYW ISHARES U.S. TECHNOLOGY ETF $1.18万0.00%65 00.0% — 不变
TER TERADYNE INC COM $1.19万0.00%40 40— $1.19万 新建仓