Cedar Mountain Advisors, LLC
LAKE OSWEGO OR · SEC CIK 0001798986
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| KBE | STATE STREET SPDR S&P BANK ETF | $2.41万 | 0.00% | 353 | 61 | 20.9% | $4,167 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $2.40万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ICHR | ICHOR HOLDINGS SHS | $2.40万 | 0.00% | 214 | -20 | -8.5% | -$2,246 | 减仓 |
| VPU | VANGUARD UTILITIES ETF | $2.39万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC COM | $2.38万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $2.38万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP COM | $2.35万 | 0.00% | 337 | 337 | — | $2.35万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP COM | $2.29万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $2.29万 | 0.00% | 252 | 2 | 0.8% | $182 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $2.29万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP COM | $2.28万 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP COM | $2.25万 | 0.00% | 890 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $2.23万 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| LFUS | LITTELFUSE INC COM | $2.23万 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC COM | $2.20万 | 0.00% | 608 | 0 | 0.0% | — | 不变 |
| NVST | ENVISTA HOLDINGS CORPORATION COM | $2.19万 | 0.00% | 831 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $2.19万 | 0.00% | 39 | 37 | 1,850.0% | $2.07万 | 加仓 |
| APA | APA CORPORATION COM | $2.18万 | 0.00% | 668 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $2.17万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $2.16万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED CL A | $2.16万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC COM | $2.14万 | 0.00% | 1,306 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $2.14万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $2.14万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $2.09万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD ORD | $2.09万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $2.08万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $2.08万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC COM | $2.06万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $2.05万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $2.05万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CL A | $2.04万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SPXC | SPX TECHNOLOGIES INC COM | $2.03万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC COM | $2.03万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $2.02万 | 0.00% | 106 | -26 | -19.7% | -$4,953 | 减仓 |
| BITO | PROSHARES BITCOIN ETF | $1.99万 | 0.00% | 2,495 | 223 | 9.8% | $1,779 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $1.99万 | 0.00% | 261 | -158 | -37.7% | -$1.20万 | 减仓 |
| LW | LAMB WESTON HLDGS INC COM | $1.98万 | 0.00% | 458 | 8 | 1.8% | $345 | 加仓 |
| AEIS | ADVANCED ENERGY INDS COM | $1.98万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $1.97万 | 0.00% | 121 | 1 | 0.8% | $163 | 加仓 |
| VMI | VALMONT INDS INC COM | $1.96万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| LASR | NLIGHT INC COM | $1.96万 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $1.96万 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC COM | $1.95万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $1.94万 | 0.00% | 508 | 5 | 1.0% | $191 | 加仓 |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $1.94万 | 0.00% | 700 | 100 | 16.7% | $2,765 | 加仓 |
| TER | TERADYNE INC COM | $1.94万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD CL B | $1.91万 | 0.00% | 322 | 0 | 0.0% | — | 不变 |
| FN | FABRINET SHS | $1.91万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| UVSP | UNIVEST FINANCIAL CORPORATION COM | $1.90万 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP COM | $1.89万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $1.89万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY COM | $1.89万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| AIR | AAR CORP COM | $1.89万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1.89万 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $1.88万 | 0.00% | 372 | 4 | 1.1% | $202 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $1.88万 | 0.00% | 124 | 9 | 7.8% | $1,362 | 加仓 |
| SSB | SOUTHSTATE BK CORP COM | $1.87万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| MRCY | MERCURY SYS INC COM | $1.86万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC CL A | $1.86万 | 0.00% | 1,229 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC COMMON STOCK | $1.85万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| PIPR | PIPER SANDLER COMPANIES COM NEW | $1.85万 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA COM SHS | $1.84万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| — | GATES INDL CORP PLC ORD SHS | $1.83万 | 0.00% | 653 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $1.82万 | 0.00% | 212 | 141 | 198.6% | $1.21万 | 加仓 |
| — | WISDOMTREE CYBERSECURITY FUND | $1.81万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $1.81万 | 0.00% | 363 | 51 | 16.3% | $2,541 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $1.81万 | 0.00% | 206 | 36 | 21.2% | $3,155 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $1.80万 | 0.00% | 72 | 68 | 1,700.0% | $1.70万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $1.79万 | 0.00% | 66 | 5 | 8.2% | $1,360 | 加仓 |
| SEB | SEABOARD CORP DEL COM | $1.79万 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC COM | $1.77万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $1.77万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC CL B | $1.76万 | 0.00% | 163 | 14 | 9.4% | $1,510 | 加仓 |
| EFAX | STATE STREET SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF | $1.73万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| WHD | CACTUS INC CL A | $1.73万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $1.71万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC COM | $1.71万 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND COM | $1.69万 | 0.00% | 479 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC COM | $1.69万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $1.68万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SHOO | MADDEN STEVEN LTD COM | $1.68万 | 0.00% | 398 | 0 | 0.0% | — | 不变 |
| XPRO | EXPRO GROUP HOLDINGS NV COM | $1.67万 | 0.00% | 1,131 | 1,131 | — | $1.67万 | 新建仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $1.65万 | 0.00% | 105 | 19 | 22.1% | $2,978 | 加仓 |
| EG | EVEREST GROUP LTD COM | $1.64万 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $1.64万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $1.64万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $1.64万 | 0.00% | 311 | 175 | 128.7% | $9,214 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $1.62万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $1.62万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. COM | $1.62万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| DFIN | DONNELLEY FINL SOLUTIONS INC COM | $1.62万 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1.61万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP COM | $1.60万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC COM | $1.60万 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $1.59万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $1.59万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $1.57万 | 0.00% | 50 | 3 | 6.4% | $945 | 加仓 |
| CWST | CASELLA WASTE SYS INC CL A | $1.57万 | 0.00% | 162 | 11 | 7.3% | $1,067 | 加仓 |
| NXT | NEXTPOWER INC CLASS A COM | $1.56万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |