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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP COM | $3.34万 | 0.01% | 94 | 41 | 77.4% | $1.45万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $3.30万 | 0.01% | 67 | 19 | 39.6% | $9,370 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $3.30万 | 0.01% | 170 | 33 | 24.1% | $6,407 | 加仓 |
| C | CITIGROUP INC COM NEW | $3.30万 | 0.01% | 291 | 169 | 138.5% | $1.92万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $3.30万 | 0.01% | 220 | 220 | — | $3.30万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $3.30万 | 0.01% | 81 | 80 | 8,000.0% | $3.26万 | 加仓 |
| KR | KROGER CO COM | $3.29万 | 0.01% | 455 | 455 | — | $3.29万 | 新建仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $3.28万 | 0.01% | 370 | 4 | 1.1% | $355 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $3.27万 | 0.01% | 69 | 69 | — | $3.27万 | 新建仓 |
| ARMK | ARAMARK COM | $3.23万 | 0.01% | 796 | 796 | — | $3.23万 | 新建仓 |
| ENSG | ENSIGN GROUP INC COM | $3.22万 | 0.01% | 160 | 160 | — | $3.22万 | 新建仓 |
| DHR | DANAHER CORP DEL COM | $3.19万 | 0.01% | 168 | 42 | 33.3% | $7,978 | 加仓 |
| CVS | CVS HEALTH CORP COM | $3.13万 | 0.01% | 436 | 65 | 17.5% | $4,668 | 加仓 |
| TSN | TYSON FOODS INC CL A | $3.13万 | 0.01% | 488 | 364 | 293.5% | $2.33万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $3.12万 | 0.01% | 189 | 71 | 60.2% | $1.17万 | 加仓 |
| PAYX | PAYCHEX INC COM | $3.12万 | 0.01% | 338 | 4 | 1.2% | $369 | 加仓 |
| STLD | STEEL DYNAMICS INC COM | $3.11万 | 0.01% | 173 | 173 | — | $3.11万 | 新建仓 |
| AVA | AVISTA CORP COM | $3.09万 | 0.01% | 769 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC COM | $3.06万 | 0.01% | 1,115 | 949 | 571.7% | $2.60万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD COM | $3.04万 | 0.01% | 1,097 | 1,097 | — | $3.04万 | 新建仓 |
| CB | CHUBB LTD SWITZ COM | $2.97万 | 0.01% | 91 | -1 | -1.1% | -$326 | 减仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $2.96万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP COM | $2.93万 | 0.01% | 110 | 68 | 161.9% | $1.81万 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $2.92万 | 0.01% | 167 | -10 | -5.6% | -$1,746 | 减仓 |
| TXT | TEXTRON INC COM | $2.90万 | 0.01% | 331 | 331 | — | $2.90万 | 新建仓 |
| SXI | STANDEX INTL CORP COM | $2.88万 | 0.01% | 113 | 113 | — | $2.88万 | 新建仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $2.87万 | 0.01% | 419 | 419 | — | $2.87万 | 新建仓 |
| APA | APA CORPORATION COM | $2.83万 | 0.01% | 668 | 668 | — | $2.83万 | 新建仓 |
| APH | AMPHENOL CORP CL A | $2.83万 | 0.01% | 224 | 62 | 38.3% | $7,834 | 加仓 |
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $2.81万 | 0.01% | 313 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC COM | $2.80万 | 0.01% | 137 | 115 | 522.7% | $2.35万 | 加仓 |
| COHR | COHERENT CORP COM | $2.79万 | 0.01% | 117 | 112 | 2,240.0% | $2.67万 | 加仓 |
| LKQ | LKQ CORP COM | $2.78万 | 0.01% | 945 | 945 | — | $2.78万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $2.78万 | 0.01% | 324 | 324 | — | $2.78万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $2.76万 | 0.01% | 102 | 23 | 29.1% | $6,228 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $2.76万 | 0.01% | 80 | 74 | 1,233.3% | $2.55万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $2.73万 | 0.01% | 170 | -9 | -5.0% | -$1,443 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS INC COM | $2.70万 | 0.01% | 231 | 231 | — | $2.70万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC COM | $2.69万 | 0.01% | 236 | 236 | — | $2.69万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC COM | $2.69万 | 0.01% | 448 | 448 | — | $2.69万 | 新建仓 |
| MKL | MARKEL GROUP INC COM | $2.68万 | 0.01% | 14 | 1 | 7.7% | $1,914 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $2.68万 | 0.01% | 202 | 202 | — | $2.68万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $2.67万 | 0.01% | 92 | 92 | — | $2.67万 | 新建仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $2.64万 | 0.01% | 20 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL COM | $2.60万 | 0.01% | 702 | 160 | 29.5% | $5,922 | 加仓 |
| VLY | VALLEY NATL BANCORP COM | $2.59万 | 0.01% | 2,112 | 2,112 | — | $2.59万 | 新建仓 |
| CMI | CUMMINS INC COM | $2.58万 | 0.01% | 48 | 45 | 1,500.0% | $2.42万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $2.57万 | 0.01% | 130 | 130 | — | $2.57万 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $2.56万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP COM NEW | $2.56万 | 0.01% | 120 | 85 | 242.9% | $1.82万 | 加仓 |
| NPO | ENPRO INC COM | $2.53万 | 0.00% | 101 | 101 | — | $2.53万 | 新建仓 |
| EBAY | EBAY INC. COM | $2.52万 | 0.00% | 277 | 156 | 128.9% | $1.42万 | 加仓 |
| NEM | NEWMONT CORP COM | $2.48万 | 0.00% | 229 | 229 | — | $2.48万 | 新建仓 |
| PHM | PULTE GROUP INC COM | $2.47万 | 0.00% | 210 | 198 | 1,650.0% | $2.33万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2.43万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $2.42万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $2.41万 | 0.00% | 54 | 16 | 42.1% | $7,145 | 加仓 |
| CACI | CACI INTL INC CL A | $2.39万 | 0.00% | 44 | 44 | — | $2.39万 | 新建仓 |
| NVMI | NOVA LTD COM | $2.35万 | 0.00% | 54 | 54 | — | $2.35万 | 新建仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $2.34万 | 0.00% | 270 | 270 | — | $2.34万 | 新建仓 |
| VSEC | VSE CORP COM | $2.32万 | 0.00% | 126 | 126 | — | $2.32万 | 新建仓 |
| NBHC | NATIONAL BK HLDGS CORP CL A | $2.32万 | 0.00% | 593 | 559 | 1,644.1% | $2.19万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $2.31万 | 0.00% | 398 | 1 | 0.3% | $58 | 加仓 |
| BALL | BALL CORP COM | $2.31万 | 0.00% | 391 | 391 | — | $2.31万 | 新建仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $2.31万 | 0.00% | 109 | -269 | -71.2% | -$5.70万 | 减仓 |
| RBC | RBC BEARINGS INC COM | $2.28万 | 0.00% | 42 | 42 | — | $2.28万 | 新建仓 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $2.27万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SEB | SEABOARD CORP DEL COM | $2.26万 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC COM | $2.26万 | 0.00% | 31 | 30 | 3,000.0% | $2.19万 | 加仓 |
| FIBK | FIRST INTST BANCSYSTEM INC COM | $2.25万 | 0.00% | 675 | 662 | 5,092.3% | $2.21万 | 加仓 |
| KO | COCA COLA CO COM | $2.25万 | 0.00% | 296 | -2 | -0.7% | -$152 | 减仓 |
| STWD | STARWOOD PPTY TR INC COM | $2.25万 | 0.00% | 1,306 | 1,306 | — | $2.25万 | 新建仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $2.25万 | 0.00% | 322 | 268 | 496.3% | $1.87万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $2.24万 | 0.00% | 298 | 298 | — | $2.24万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP COM | $2.23万 | 0.00% | 65 | 19 | 41.3% | $6,521 | 加仓 |
| MUSA | MURPHY USA INC COM | $2.22万 | 0.00% | 45 | 45 | — | $2.22万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $2.20万 | 0.00% | 363 | 302 | 495.1% | $1.83万 | 加仓 |
| BG | BUNGE GLOBAL SA COM SHS | $2.19万 | 0.00% | 172 | 52 | 43.3% | $6,614 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $2.17万 | 0.00% | 115 | 115 | — | $2.17万 | 新建仓 |
| ALLY | ALLY FINL INC COM | $2.17万 | 0.00% | 554 | 554 | — | $2.17万 | 新建仓 |
| MS | MORGAN STANLEY COM NEW | $2.14万 | 0.00% | 130 | -841 | -86.6% | -$13.84万 | 减仓 |
| CR | CRANE COMPANY COMMON STOCK | $2.12万 | 0.00% | 124 | 124 | — | $2.12万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $2.12万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES BITCOIN ETF | $2.12万 | 0.00% | 2,272 | 743 | 48.6% | $6,919 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $2.11万 | 0.00% | 831 | 831 | — | $2.11万 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $2.10万 | 0.00% | 66 | 38 | 135.7% | $1.21万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $2.10万 | 0.00% | 42 | 32 | 320.0% | $1.60万 | 加仓 |
| AGX | ARGAN INC COM | $2.07万 | 0.00% | 38 | 38 | — | $2.07万 | 新建仓 |
| G | GENPACT LIMITED SHS | $2.06万 | 0.00% | 554 | 554 | — | $2.06万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP COM | $2.06万 | 0.00% | 443 | 443 | — | $2.06万 | 新建仓 |
| WTFC | WINTRUST FINL CORP COM | $2.06万 | 0.00% | 148 | 142 | 2,366.7% | $1.97万 | 加仓 |
| STT | STATE STR CORP COM | $2.05万 | 0.00% | 162 | 162 | — | $2.05万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $2.04万 | 0.00% | 280 | 130 | 86.7% | $9,450 | 加仓 |
| HURN | HURON CONSULTING GROUP INC COM | $2.01万 | 0.00% | 158 | 158 | — | $2.01万 | 新建仓 |
| EXP | EAGLE MATLS INC COM | $2.01万 | 0.00% | 106 | 106 | — | $2.01万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.01万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW COM | $2.00万 | 0.00% | 185 | 105 | 131.2% | $1.14万 | 加仓 |
| ITT | ITT INC COM | $2.00万 | 0.00% | 105 | 105 | — | $2.00万 | 新建仓 |
| — | EXPRO GROUP HOLDINGS NV COM | $1.97万 | 0.00% | 1,131 | 1,131 | — | $1.97万 | 新建仓 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $1.96万 | 0.00% | 256 | 247 | 2,744.4% | $1.89万 | 加仓 |