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 |
|---|---|---|---|---|---|---|---|---|
| WES | WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $8.97万 | 0.02% | 2,178 | 45 | 2.1% | $1,852 | 加仓 |
| CW | CURTISS WRIGHT CORP COM | $8.72万 | 0.02% | 128 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP COM | $8.69万 | 0.02% | 898 | 898 | — | $8.69万 | 新建仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $8.57万 | 0.02% | 579 | -128 | -18.1% | -$1.90万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $8.57万 | 0.02% | 302 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $8.41万 | 0.02% | 387 | 68 | 21.3% | $1.48万 | 加仓 |
| ATI | ATI INC COM | $7.78万 | 0.02% | 535 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION COM | $7.75万 | 0.02% | 3,405 | 3,405 | — | $7.75万 | 新建仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $7.71万 | 0.02% | 999 | 7 | 0.7% | $540 | 加仓 |
| WY | WEYERHAEUSER CO COM NEW | $7.18万 | 0.01% | 2,938 | 25 | 0.9% | $611 | 加仓 |
| WAB | WABTEC COM | $7.02万 | 0.01% | 281 | 276 | 5,520.0% | $6.90万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $7.00万 | 0.01% | 369 | 56 | 17.9% | $1.06万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $6.96万 | 0.01% | 1,427 | 707 | 98.2% | $3.45万 | 加仓 |
| CSCO | CISCO SYS INC COM | $6.83万 | 0.01% | 880 | 412 | 88.0% | $3.20万 | 加仓 |
| ALL | ALLSTATE CORP COM | $6.74万 | 0.01% | 325 | 221 | 212.5% | $4.58万 | 加仓 |
| GEV | GE VERNOVA INC COM | $6.73万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $6.70万 | 0.01% | 596 | 551 | 1,224.4% | $6.19万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $6.63万 | 0.01% | 586 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC COM | $6.55万 | 0.01% | 90 | 88 | 4,400.0% | $6.41万 | 加仓 |
| LLY | ELI LILLY & CO COM | $6.36万 | 0.01% | 69 | 7 | 11.3% | $6,450 | 加仓 |
| COR | CENCORA INC COM | $6.35万 | 0.01% | 202 | 202 | — | $6.35万 | 新建仓 |
| AEE | AMEREN CORP COM | $6.33万 | 0.01% | 576 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC COM | $6.20万 | 0.01% | 550 | 550 | — | $6.20万 | 新建仓 |
| SLB | SLB LIMITED COM STK | $6.14万 | 0.01% | 1,195 | 1,195 | — | $6.14万 | 新建仓 |
| WCC | WESCO INTL INC COM | $6.10万 | 0.01% | 223 | 223 | — | $6.10万 | 新建仓 |
| SNA | SNAP ON INC COM | $6.03万 | 0.01% | 166 | 166 | — | $6.03万 | 新建仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $5.90万 | 0.01% | 270 | 1 | 0.4% | $218 | 加仓 |
| MMM | 3M CO COM | $5.87万 | 0.01% | 404 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $5.85万 | 0.01% | 634 | 8 | 1.3% | $738 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $5.82万 | 0.01% | 65 | 57 | 712.5% | $5.10万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $5.79万 | 0.01% | 616 | 190 | 44.6% | $1.79万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $5.74万 | 0.01% | 281 | 281 | — | $5.74万 | 新建仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $5.66万 | 0.01% | 477 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $5.60万 | 0.01% | 126 | 122 | 3,050.0% | $5.42万 | 加仓 |
| COP | CONOCOPHILLIPS COM | $5.56万 | 0.01% | 421 | 148 | 54.2% | $1.96万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $5.56万 | 0.01% | 673 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP COM | $5.55万 | 0.01% | 799 | 799 | — | $5.55万 | 新建仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $5.54万 | 0.01% | 378 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC COM | $5.54万 | 0.01% | 1,021 | 1,021 | — | $5.54万 | 新建仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $5.51万 | 0.01% | 381 | 1 | 0.3% | $145 | 加仓 |
| CNP | CENTERPOINT ENERGY INC COM | $5.47万 | 0.01% | 1,267 | 1,267 | — | $5.47万 | 新建仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $5.46万 | 0.01% | 174 | -2 | -1.1% | -$628 | 减仓 |
| BLK | BLACKROCK INC COM | $5.42万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $5.37万 | 0.01% | 367 | -50 | -12.0% | -$7,314 | 减仓 |
| DOV | DOVER CORP COM | $5.27万 | 0.01% | 253 | 253 | — | $5.27万 | 新建仓 |
| DIS | DISNEY WALT CO COM | $5.23万 | 0.01% | 543 | 200 | 58.3% | $1.93万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $5.21万 | 0.01% | 655 | 302 | 85.6% | $2.40万 | 加仓 |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | $5.05万 | 0.01% | 727 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $5.01万 | 0.01% | 776 | 776 | — | $5.01万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $4.98万 | 0.01% | 1,495 | 1,495 | — | $4.98万 | 新建仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $4.96万 | 0.01% | 951 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $4.95万 | 0.01% | 658 | 658 | — | $4.95万 | 新建仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $4.95万 | 0.01% | 509 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $4.94万 | 0.01% | 200 | 183 | 1,076.5% | $4.52万 | 加仓 |
| EVR | EVERCORE INC CLASS A | $4.93万 | 0.01% | 165 | 165 | — | $4.93万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC COM | $4.84万 | 0.01% | 166 | 26 | 18.6% | $7,584 | 加仓 |
| FE | FIRSTENERGY CORP COM | $4.83万 | 0.01% | 954 | 8 | 0.8% | $405 | 加仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $4.80万 | 0.01% | 2,251 | 2,251 | — | $4.80万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC COM | $4.74万 | 0.01% | 766 | 668 | 681.6% | $4.13万 | 重新持有 |
| PEP | PEPSICO INC COM | $4.72万 | 0.01% | 304 | 29 | 10.5% | $4,503 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC COM | $4.70万 | 0.01% | 409 | 409 | — | $4.70万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $4.67万 | 0.01% | 356 | 38 | 11.9% | $4,985 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $4.58万 | 0.01% | 216 | 207 | 2,300.0% | $4.39万 | 加仓 |
| PFE | PFIZER INC COM | $4.58万 | 0.01% | 1,631 | 682 | 71.9% | $1.92万 | 加仓 |
| ADC | AGREE RLTY CORP COM | $4.57万 | 0.01% | 606 | 606 | — | $4.57万 | 新建仓 |
| BE | BLOOM ENERGY CORP COM CL A | $4.53万 | 0.01% | 334 | 75 | 29.0% | $1.02万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $4.45万 | 0.01% | 286 | 281 | 5,620.0% | $4.37万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $4.43万 | 0.01% | 671 | 324 | 93.4% | $2.14万 | 加仓 |
| KLAC | KLA CORP COM NEW | $4.42万 | 0.01% | 30 | -2 | -6.2% | -$2,945 | 减仓 |
| AER | AERCAP HOLDINGS NV SHS | $4.40万 | 0.01% | 321 | 321 | — | $4.40万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP COM | $4.30万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC COM | $4.24万 | 0.01% | 1,259 | 1,259 | — | $4.24万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $4.19万 | 0.01% | 362 | 345 | 2,029.4% | $3.99万 | 加仓 |
| DTE | DTE ENERGY CO COM | $4.17万 | 0.01% | 285 | 277 | 3,462.5% | $4.05万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $4.11万 | 0.01% | 68 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $4.04万 | 0.01% | 493 | 493 | — | $4.04万 | 新建仓 |
| MPC | MARATHON PETE CORP COM | $4.00万 | 0.01% | 164 | 164 | — | $4.00万 | 新建仓 |
| VTRS | VIATRIS INC COM | $3.99万 | 0.01% | 2,954 | 1,606 | 119.1% | $2.17万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $3.95万 | 0.01% | 72 | 13 | 22.0% | $7,137 | 加仓 |
| XEL | XCEL ENERGY INC COM | $3.93万 | 0.01% | 495 | 495 | — | $3.93万 | 新建仓 |
| M | MACYS INC COM | $3.93万 | 0.01% | 2,173 | 18 | 0.8% | $326 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $3.80万 | 0.01% | 64 | 1 | 1.6% | $593 | 加仓 |
| CRH | CRH PLC ORD | $3.78万 | 0.01% | 360 | 360 | — | $3.78万 | 新建仓 |
| GILD | GILEAD SCIENCES INC COM | $3.78万 | 0.01% | 271 | 234 | 632.4% | $3.26万 | 加仓 |
| BROS | DUTCH BROS INC CL A | $3.75万 | 0.01% | 741 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW COM | $3.75万 | 0.01% | 463 | 463 | — | $3.75万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC COM | $3.70万 | 0.01% | 228 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $3.70万 | 0.01% | 395 | 395 | — | $3.70万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $3.68万 | 0.01% | 272 | 254 | 1,411.1% | $3.43万 | 加仓 |
| CAT | CATERPILLAR INC COM | $3.64万 | 0.01% | 51 | 23 | 82.1% | $1.64万 | 加仓 |
| PTC | PTC INC COM | $3.63万 | 0.01% | 255 | 255 | — | $3.63万 | 新建仓 |
| SNDK | SANDISK CORP COM | $3.62万 | 0.01% | 57 | 55 | 2,750.0% | $3.49万 | 加仓 |
| TJX | TJX COS INC NEW COM | $3.61万 | 0.01% | 226 | 73 | 47.7% | $1.17万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $3.59万 | 0.01% | 322 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $3.55万 | 0.01% | 133 | 118 | 786.7% | $3.15万 | 加仓 |
| ORCL | ORACLE CORP COM | $3.54万 | 0.01% | 241 | 79 | 48.8% | $1.16万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC COM | $3.51万 | 0.01% | 1,830 | 1,830 | — | $3.51万 | 新建仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $3.47万 | 0.01% | 466 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $3.43万 | 0.01% | 1,196 | 389 | 48.2% | $1.12万 | 加仓 |
| F | FORD MTR CO COM | $3.39万 | 0.01% | 2,940 | 1,080 | 58.1% | $1.25万 | 加仓 |