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 |
|---|---|---|---|---|---|---|---|---|
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $1.95万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $1.95万 | 0.00% | 23 | 16 | 228.6% | $1.35万 | 加仓 |
| GNTX | GENTEX CORP COM | $1.94万 | 0.00% | 890 | 890 | — | $1.94万 | 新建仓 |
| INSM | INSMED INC COM PAR $.01 | $1.93万 | 0.00% | 118 | 118 | — | $1.93万 | 新建仓 |
| IDA | IDACORP INC COM | $1.92万 | 0.00% | 134 | 134 | — | $1.92万 | 新建仓 |
| LW | LAMB WESTON HLDGS INC COM | $1.90万 | 0.00% | 450 | 450 | — | $1.90万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC COM | $1.90万 | 0.00% | 56 | 11 | 24.4% | $3,734 | 加仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $1.89万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $1.88万 | 0.00% | 686 | 481 | 234.6% | $1.32万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $1.88万 | 0.00% | 100 | 100 | — | $1.88万 | 新建仓 |
| — | HONEYWELL INTL INC COM | $1.88万 | 0.00% | 83 | -1 | -1.2% | -$226 | 减仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $1.87万 | 0.00% | 368 | 11 | 3.1% | $558 | 加仓 |
| UNM | UNUM GROUP COM | $1.86万 | 0.00% | 255 | 255 | — | $1.86万 | 新建仓 |
| CRM | SALESFORCE INC COM | $1.86万 | 0.00% | 100 | -23 | -18.7% | -$4,276 | 减仓 |
| NMRK | NEWMARK GROUP INC CL A | $1.84万 | 0.00% | 1,229 | 1,229 | — | $1.84万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO COM | $1.83万 | 0.00% | 57 | -5 | -8.1% | -$1,603 | 减仓 |
| DVN | DEVON ENERGY CORP NEW COM | $1.82万 | 0.00% | 362 | 268 | 285.1% | $1.35万 | 加仓 |
| DE | DEERE & CO COM | $1.82万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY COM | $1.82万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| DFIN | DONNELLEY FINL SOLUTIONS INC COM | $1.81万 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $1.81万 | 0.00% | 60 | 41 | 215.8% | $1.24万 | 加仓 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $1.81万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $1.81万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $1.81万 | 0.00% | 148 | 142 | 2,366.7% | $1.73万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $1.80万 | 0.00% | 199 | 199 | — | $1.80万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO COM | $1.80万 | 0.00% | 503 | 129 | 34.5% | $4,608 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $1.80万 | 0.00% | 46 | -1 | -2.1% | -$390 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $1.78万 | 0.00% | 301 | 301 | — | $1.78万 | 新建仓 |
| FN | FABRINET SHS | $1.77万 | 0.00% | 34 | 31 | 1,033.3% | $1.62万 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $1.76万 | 0.00% | 269 | 31 | 13.0% | $2,024 | 加仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $1.75万 | 0.00% | 132 | 26 | 24.5% | $3,455 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $1.75万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| KBE | STATE STREET SPDR S&P BANK ETF | $1.74万 | 0.00% | 292 | -59 | -16.8% | -$3,511 | 减仓 |
| SSB | SOUTHSTATE BK CORP COM | $1.73万 | 0.00% | 187 | 187 | — | $1.73万 | 新建仓 |
| PSX | PHILLIPS 66 COM | $1.71万 | 0.00% | 94 | 52 | 123.8% | $9,473 | 加仓 |
| AEIS | ADVANCED ENERGY INDS COM | $1.71万 | 0.00% | 53 | 50 | 1,666.7% | $1.61万 | 加仓 |
| GM | GENERAL MTRS CO COM | $1.71万 | 0.00% | 229 | 228 | 22,800.0% | $1.70万 | 加仓 |
| LNC | LINCOLN NATL CORP IND COM | $1.70万 | 0.00% | 479 | 479 | — | $1.70万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $1.70万 | 0.00% | 22 | 22 | — | $1.70万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $1.70万 | 0.00% | 64 | 63 | 6,300.0% | $1.67万 | 加仓 |
| SM | SM ENERGY COMPANY COM | $1.68万 | 0.00% | 538 | 523 | 3,486.7% | $1.63万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC COM | $1.67万 | 0.00% | 223 | 223 | — | $1.67万 | 新建仓 |
| TECK | TECK RESOURCES LTD CL B | $1.67万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $1.66万 | 0.00% | 293 | 293 | — | $1.66万 | 新建仓 |
| LFUS | LITTELFUSE INC COM | $1.66万 | 0.00% | 49 | 49 | — | $1.66万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $1.66万 | 0.00% | 129 | 90 | 230.8% | $1.16万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $1.66万 | 0.00% | 83 | 83 | — | $1.66万 | 新建仓 |
| MCK | MCKESSON CORP COM | $1.64万 | 0.00% | 19 | -2 | -9.5% | -$1,731 | 减仓 |
| ESS | ESSEX PPTY TR INC COM | $1.62万 | 0.00% | 67 | 67 | — | $1.62万 | 新建仓 |
| LASR | NLIGHT INC COM | $1.61万 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP COM | $1.61万 | 0.00% | 209 | 190 | 1,000.0% | $1.46万 | 加仓 |
| WHD | CACTUS INC CL A | $1.60万 | 0.00% | 338 | 337 | 33,700.0% | $1.60万 | 加仓 |
| EFAX | STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | $1.59万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC CLASS A COM | $1.58万 | 0.00% | 131 | 131 | — | $1.58万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $1.58万 | 0.00% | 170 | -1 | -0.6% | -$93 | 减仓 |
| POR | PORTLAND GEN ELEC CO COM NEW | $1.57万 | 0.00% | 297 | 297 | — | $1.57万 | 新建仓 |
| GH | GUARDANT HEALTH INC COM | $1.56万 | 0.00% | 169 | 169 | — | $1.56万 | 新建仓 |
| SYK | STRYKER CORPORATION COM | $1.54万 | 0.00% | 47 | 39 | 487.5% | $1.28万 | 加仓 |
| DOW | DOW HLDGS INC COM | $1.54万 | 0.00% | 370 | 23 | 6.6% | $957 | 加仓 |
| PHIN | PHINIA INC COMMON STOCK | $1.54万 | 0.00% | 225 | 224 | 22,400.0% | $1.53万 | 加仓 |
| KMPR | KEMPER CORP COM | $1.53万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC COM | $1.52万 | 0.00% | 73 | 73 | — | $1.52万 | 新建仓 |
| EG | EVEREST GROUP LTD COM | $1.50万 | 0.00% | 46 | 46 | — | $1.50万 | 新建仓 |
| FBK | FB FINL CORP COM | $1.50万 | 0.00% | 289 | 289 | — | $1.50万 | 新建仓 |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | $1.49万 | 0.00% | 434 | 434 | — | $1.49万 | 新建仓 |
| — | GATES INDL CORP PLC ORD SHS | $1.48万 | 0.00% | 653 | 653 | — | $1.48万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $1.46万 | 0.00% | 149 | 11 | 8.0% | $1,079 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $1.45万 | 0.00% | 74 | 39 | 111.4% | $7,618 | 加仓 |
| AIR | AAR CORP COM | $1.44万 | 0.00% | 132 | 132 | — | $1.44万 | 新建仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $1.44万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC COM | $1.44万 | 0.00% | 106 | 104 | 5,200.0% | $1.41万 | 加仓 |
| TFC | TRUIST FINL CORP COM | $1.43万 | 0.00% | 312 | 102 | 48.6% | $4,689 | 加仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $1.43万 | 0.00% | 600 | -800 | -57.1% | -$1.91万 | 减仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $1.43万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS COM | $1.41万 | 0.00% | 539 | 539 | — | $1.41万 | 新建仓 |
| FTI | TECHNIPFMC PLC COM | $1.41万 | 0.00% | 204 | 204 | — | $1.41万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $1.39万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $1.39万 | 0.00% | 182 | 86 | 89.6% | $6,563 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1.38万 | 0.00% | 30 | -3 | -9.1% | -$1,383 | 减仓 |
| MET | METLIFE INC COM | $1.37万 | 0.00% | 194 | 172 | 781.8% | $1.22万 | 加仓 |
| VMI | VALMONT INDS INC COM | $1.36万 | 0.00% | 34 | 34 | — | $1.36万 | 新建仓 |
| SHOO | MADDEN STEVEN LTD COM | $1.35万 | 0.00% | 398 | 135 | 51.3% | $4,579 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $1.34万 | 0.00% | 92 | -11 | -10.7% | -$1,608 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $1.34万 | 0.00% | 694 | 64 | 10.2% | $1,234 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.34万 | 0.00% | 174 | 1 | 0.6% | $77 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $1.33万 | 0.00% | 81 | 81 | — | $1.33万 | 新建仓 |
| EME | EMCOR GROUP INC COM | $1.33万 | 0.00% | 18 | 13 | 260.0% | $9,598 | 加仓 |
| MTZ | MASTEC INC COM | $1.32万 | 0.00% | 41 | 41 | — | $1.32万 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.31万 | 0.00% | 86 | -53 | -38.1% | -$8,096 | 减仓 |
| CIM | CHIMERA INVT CORP COM SHS | $1.31万 | 0.00% | 1,043 | 1,043 | — | $1.31万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $1.30万 | 0.00% | 22 | 22 | — | $1.30万 | 新建仓 |
| MORN | MORNINGSTAR INC COM | $1.30万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $1.29万 | 0.00% | 422 | 422 | — | $1.29万 | 新建仓 |
| EYPT | EYEPOINT INC COM NEW | $1.29万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC COM | $1.28万 | 0.00% | 187 | 187 | — | $1.28万 | 新建仓 |
| PLXS | PLEXUS CORP COM | $1.28万 | 0.00% | 63 | 63 | — | $1.28万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $1.27万 | 0.00% | 221 | 221 | — | $1.27万 | 新建仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $1.27万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $1.27万 | 0.00% | 75 | 60 | 400.0% | $1.01万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO COM | $1.27万 | 0.00% | 135 | 135 | — | $1.27万 | 新建仓 |