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
ILCG ISHARES MORNINGSTAR GROWTH ETF $11.94万0.02%1,020 00.0% — 不变
COF CAPITAL ONE FINL CORP COM $11.74万0.02%585 00.0% — 不变
GE GE AEROSPACE COM NEW $11.29万0.02%302 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS COM $11.28万0.02%401 00.0% — 不变
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF $11.26万0.02%1,317 60.5% $513 加仓
USB US BANCORP COM NEW $10.58万0.02%1,752 281.6% $1,691 加仓
ATI ATI INC COM $10.54万0.02%535 00.0% — 不变
GLW CORNING INC COM $10.45万0.02%409 328404.9% $8.38万 加仓
BE BLOOM ENERGY CORP COM CL A $10.11万0.02%334 00.0% — 不变
DVN DEVON ENERGY CORP NEW COM $9.82万0.02%2,377 2,015556.6% $8.33万 加仓
C CITIGROUP INC COM NEW $9.77万0.02%698 407139.9% $5.70万 加仓
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT $9.72万0.02%2,221 432.0% $1,882 加仓
CW CURTISS WRIGHT CORP COM $9.70万0.02%128 00.0% — 不变
WM WASTE MGMT INC DEL COM $9.51万0.02%427 20.5% $445 加仓
IBIT ISHARES BITCOIN TRUST ETF $9.26万0.02%2,781 351.3% $1,165 加仓
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF $9.15万0.02%579 00.0% — 不变
NFLX NETFLIX INC. COM $9.12万0.02%1,278 23021.9% $1.64万 加仓
EHC ENCOMPASS HEALTH CORP COM $9.08万0.02%898 00.0% — 不变
GEV GE VERNOVA INC COM $9.06万0.02%77 00.0% — 不变
FHN FIRST HORIZON CORPORATION COM $8.73万0.02%3,405 00.0% — 不变
BAC BANK OF AMER CORP COM $8.45万0.01%1,483 563.9% $3,190 加仓
KLAC KLA CORP COM NEW $8.33万0.01%276 -24-8.0% -$7,241 减仓
LLY ELI LILLY & CO COM $8.29万0.01%69 00.0% — 不变
CVX CHEVRON CORPORATION COM $8.03万0.01%484 194.1% $3,150 加仓
VZ VERIZON COMMUNICATIONS INC COM $7.99万0.01%1,886 120.6% $508 加仓
BIV VANGUARD INTERMEDIATE-TERM BOND ETF $7.74万0.01%1,009 101.0% $767 加仓
ALL ALLSTATE CORP COM $7.73万0.01%325 00.0% — 不变
WCC WESCO INTL INC COM $7.70万0.01%223 00.0% — 不变
WAB WABTEC COM $7.58万0.01%281 00.0% — 不变
VIAV VIAVI SOLUTIONS INC COM $7.20万0.01%1,508 130.9% $621 加仓
MU MICRON TECHNOLOGY INC COM $7.19万0.01%62 610.7% $6,956 加仓
GS GOLDMAN SACHS GROUP INC COM $7.18万0.01%71 48208.7% $4.85万 加仓
CASY CASEYS GEN STORES INC COM $7.15万0.01%90 00.0% — 不变
BX BLACKSTONE INC COM $7.14万0.01%607 607— $7.14万 新建仓
WY WEYERHAEUSER CO COM NEW $7.09万0.01%2,961 230.8% $551 加仓
MCHP MICROCHIP TECHNOLOGY INC. COM $7.08万0.01%776 00.0% — 不变
ETR ENTERGY CORP NEW COM $6.85万0.01%596 00.0% — 不变
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF $6.81万0.01%381 00.0% — 不变
STRL STERLING INFRASTRUCTURE INC COM $6.80万0.01%81 00.0% — 不变
BWA BORGWARNER INC COM $6.78万0.01%1,021 00.0% — 不变
SNA SNAP ON INC COM $6.68万0.01%166 00.0% — 不变
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF $6.57万0.01%794 472146.6% $3.91万 加仓
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF $6.54万0.01%270 00.0% — 不变
MMM 3M CO COM $6.54万0.01%404 00.0% — 不变
AEE AMEREN CORP COM $6.51万0.01%576 00.0% — 不变
ED CONSOLIDATED EDISON INC COM $6.48万0.01%586 00.0% — 不变
PH PARKER-HANNIFIN CORP COM $6.36万0.01%65 00.0% — 不变
— WEBSTER FINL CORP COM $6.11万0.01%799 00.0% — 不变
RGA REINSURANCE GROUP AMER INC COM NEW $5.98万0.01%281 00.0% — 不变
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND $5.92万0.01%641 71.1% $646 加仓
AMP AMERIPRISE FINL INC COM $5.78万0.01%126 00.0% — 不变
COR CENCORA INC COM $5.72万0.01%202 00.0% — 不变
CAT CATERPILLAR INC COM $5.71万0.01%54 35.9% $3,171 加仓
SCHW SCHWAB CHARLES CORP COM $5.70万0.01%617 10.2% $92 加仓
ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF $5.69万0.01%727 00.0% — 不变
DOV DOVER CORP COM $5.67万0.01%253 00.0% — 不变
PANW PALO ALTO NETWORKS INC COM $5.66万0.01%166 -4-2.4% -$1,364 减仓
TRV TRAVELERS COMPANIES INC COM $5.65万0.01%171 53.0% $1,651 加仓
EVR EVERCORE INC CLASS A $5.63万0.01%165 00.0% — 不变
IWR ISHARES RUSSELL MIDCAP ETF $5.62万0.01%509 00.0% — 不变
IEI ISHARES 3-7 YEAR TREASURY BOND ETF $5.60万0.01%477 00.0% — 不变
CNP CENTERPOINT ENERGY INC COM $5.58万0.01%1,267 00.0% — 不变
SLB SLB LIMITED COM STK $5.56万0.01%1,195 00.0% — 不变
LRCX LAM RESEARCH CORP COM NEW $5.55万0.01%128 86.7% $3,467 加仓
SHY ISHARES 1-3 YEAR TREASURY BOND ETF $5.53万0.01%673 00.0% — 不变
BLK BLACKROCK INC COM $5.44万0.01%57 11.8% $955 加仓
WFC WELLS FARGO & CO COM $5.41万0.01%655 00.0% — 不变
BROS DUTCH BROS INC CL A $5.32万0.01%741 00.0% — 不变
VOO VANGUARD S&P 500 ETF $5.30万0.01%77 1320.3% $8,941 加仓
DIS DISNEY WALT CO COM $5.24万0.01%545 20.4% $192 加仓
INGR INGREDION INC COM $5.21万0.01%550 00.0% — 不变
M MACYS INC COM $5.17万0.01%2,196 231.1% $542 加仓
PKG PACKAGING CORP AMER COM $5.15万0.01%216 00.0% — 不变
SOXX ISHARES SEMICONDUCTOR ETF $5.13万0.01%80 80— $5.13万 新建仓
VLO VALERO ENERGY CORP COM $5.10万0.01%196 -4-2.0% -$1,042 减仓
PWR QUANTA SVCS INC COM $5.04万0.01%70 -2-2.8% -$1,440 减仓
VVV VALVOLINE INC COM $4.98万0.01%1,259 00.0% — 不变
MO ALTRIA GROUP INC COM $4.94万0.01%687 162.4% $1,151 加仓
AIG AMERICAN INTL GROUP INC COM NEW $4.90万0.01%658 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC COM $4.90万0.01%358 20.6% $274 加仓
AKAM AKAMAI TECHNOLOGIES INC COM $4.83万0.01%409 00.0% — 不变
TXN TEXAS INSTRS INC COM $4.77万0.01%160 -10-5.9% -$2,981 减仓
NSC NORFOLK SOUTHN CORP COM $4.72万0.01%150 00.0% — 不变
VTRS VIATRIS INC COM $4.69万0.01%2,954 00.0% — 不变
AER AERCAP HOLDINGS NV SHS $4.68万0.01%321 00.0% — 不变
HXL HEXCEL CORP NEW COM $4.63万0.01%463 00.0% — 不变
COHR COHERENT CORP COM $4.62万0.01%117 00.0% — 不变
ADC AGREE RLTY CORP COM $4.59万0.01%606 00.0% — 不变
FE FIRSTENERGY CORP COM $4.58万0.01%963 90.9% $428 加仓
TDY TELEDYNE TECHNOLOGIES INC COM $4.53万0.01%68 00.0% — 不变
ARMK ARAMARK COM $4.53万0.01%796 00.0% — 不变
CVS CVS HEALTH CORP COM $4.51万0.01%436 00.0% — 不变
COP CONOCOPHILLIPS COM $4.51万0.01%434 133.1% $1,350 加仓
UNH UNITEDHEALTH GROUP INC COM $4.41万0.01%106 43.9% $1,664 加仓
ALK ALASKA AIR GROUP INC COM $4.38万0.01%840 761963.3% $3.97万 加仓
DTE DTE ENERGY CO COM $4.34万0.01%285 00.0% — 不变
HST HOST HOTELS & RESORTS INC COM $4.34万0.01%1,830 00.0% — 不变
XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF $4.28万0.01%270 -108-28.6% -$1.71万 减仓
PLTR PALANTIR TECHNOLOGIES INC CL A $4.28万0.01%367 00.0% — 不变
EVRG EVERGY INC COM $4.26万0.01%493 00.0% — 不变