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 |
|---|---|---|---|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC COM | $1.26万 | 0.00% | 3 | 2 | 200.0% | $8,421 | 加仓 |
| MC | MOELIS & CO CL A | $1.25万 | 0.00% | 220 | 220 | — | $1.25万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.25万 | 0.00% | 60 | 32 | 114.3% | $6,659 | 加仓 |
| THG | HANOVER INS GROUP INC COM | $1.25万 | 0.00% | 72 | 72 | — | $1.25万 | 新建仓 |
| — | WISDOMTREE CYBERSECURITY FUND | $1.25万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EXLS | EXLSERVICE HLDGS INC COM | $1.24万 | 0.00% | 408 | 372 | 1,033.3% | $1.13万 | 加仓 |
| CAH | CARDINAL HEALTH INC COM | $1.23万 | 0.00% | 58 | 48 | 480.0% | $1.01万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $1.22万 | 0.00% | 141 | -1 | -0.7% | -$87 | 减仓 |
| EXC | EXELON CORP COM | $1.22万 | 0.00% | 249 | 11 | 4.6% | $539 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $1.20万 | 0.00% | 11 | 11 | — | $1.20万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1.20万 | 0.00% | 59 | 49 | 490.0% | $9,968 | 加仓 |
| CWST | CASELLA WASTE SYS INC CL A | $1.20万 | 0.00% | 151 | 151 | — | $1.20万 | 新建仓 |
| AMGN | AMGEN INC COM | $1.20万 | 0.00% | 34 | 30 | 750.0% | $1.06万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $1.19万 | 0.00% | 43 | 38 | 760.0% | $1.06万 | 加仓 |
| OSIS | OSI SYSTEMS INC COM | $1.19万 | 0.00% | 45 | 44 | 4,400.0% | $1.17万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $1.19万 | 0.00% | 805 | 705 | 705.0% | $1.05万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC COM CL A | $1.19万 | 0.00% | 641 | 570 | 802.8% | $1.06万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $1.19万 | 0.00% | 113 | 113 | — | $1.19万 | 新建仓 |
| TER | TERADYNE INC COM | $1.19万 | 0.00% | 40 | 40 | — | $1.19万 | 新建仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $1.18万 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC COM | $1.18万 | 0.00% | 39 | 39 | — | $1.18万 | 新建仓 |
| SLV | ISHARES SILVER TRUST | $1.16万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $1.15万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1.15万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $1.14万 | 0.00% | 167 | 167 | — | $1.14万 | 新建仓 |
| AGCO | AGCO CORP COM | $1.14万 | 0.00% | 98 | 87 | 790.9% | $1.01万 | 加仓 |
| ONB | OLD NATL BANCORP IND COM | $1.13万 | 0.00% | 510 | 510 | — | $1.13万 | 新建仓 |
| BDC | BELDEN INC COM | $1.13万 | 0.00% | 98 | 98 | — | $1.13万 | 新建仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $1.12万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC COM | $1.12万 | 0.00% | 151 | 55 | 57.3% | $4,065 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. COM | $1.12万 | 0.00% | 66 | 66 | — | $1.12万 | 新建仓 |
| NOW | SERVICENOW INC COM | $1.11万 | 0.00% | 106 | -4 | -3.6% | -$418 | 减仓 |
| MRCY | MERCURY SYS INC COM | $1.11万 | 0.00% | 152 | 152 | — | $1.11万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $1.11万 | 0.00% | 149 | 149 | — | $1.11万 | 新建仓 |
| PBF | PBF ENERGY INC CL A | $1.10万 | 0.00% | 232 | 232 | — | $1.10万 | 新建仓 |
| GTX | GARRETT MOTION INC COM | $1.10万 | 0.00% | 608 | 608 | — | $1.10万 | 新建仓 |
| GLW | CORNING INC COM | $1.10万 | 0.00% | 81 | 71 | 710.0% | $9,654 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $1.10万 | 0.00% | 460 | 460 | — | $1.10万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $1.10万 | 0.00% | 119 | 62 | 108.8% | $5,708 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $1.10万 | 0.00% | 136 | 136 | — | $1.10万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC COM | $1.10万 | 0.00% | 142 | 142 | — | $1.10万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $1.09万 | 0.00% | 16 | 10 | 166.7% | $6,822 | 加仓 |
| ICHR | ICHOR HOLDINGS SHS | $1.09万 | 0.00% | 234 | 175 | 296.6% | $8,157 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $1.09万 | 0.00% | 18 | 12 | 200.0% | $7,253 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $1.08万 | 0.00% | 454 | 444 | 4,440.0% | $1.06万 | 加仓 |
| ALLE | ALLEGION PLC ORD SHS | $1.08万 | 0.00% | 74 | 74 | — | $1.08万 | 新建仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $1.06万 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $1.06万 | 0.00% | 58 | 58 | — | $1.06万 | 新建仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $1.05万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC COM | $1.05万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP COM | $1.04万 | 0.00% | 164 | 164 | — | $1.04万 | 新建仓 |
| CBT | CABOT CORP COM | $1.03万 | 0.00% | 137 | 137 | — | $1.03万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $1.03万 | 0.00% | 51 | 51 | — | $1.03万 | 新建仓 |
| UI | UBIQUITI INC COM | $1.03万 | 0.00% | 13 | 13 | — | $1.03万 | 新建仓 |
| ASB | ASSOCIATED BANC-CORP COM | $1.02万 | 0.00% | 395 | 395 | — | $1.02万 | 新建仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $1.02万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $1.02万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | ENVIRI CORP COM | $1.01万 | 0.00% | 517 | 486 | 1,567.7% | $9,536 | 加仓 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1.01万 | 0.00% | 75 | 75 | — | $1.01万 | 新建仓 |
| COHU | COHU INC COM | $1.00万 | 0.00% | 328 | 286 | 681.0% | $8,757 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $9,998 | 0.00% | 139 | -10 | -6.7% | -$719 | 减仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $9,964 | 0.00% | 385 | 385 | — | $9,964 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $9,915 | 0.00% | 50 | 31 | 163.2% | $6,147 | 加仓 |
| CPAY | CORPAY INC COM SHS | $9,894 | 0.00% | 34 | 34 | — | $9,894 | 新建仓 |
| RMBS | RAMBUS INC DEL COM | $9,893 | 0.00% | 115 | 115 | — | $9,893 | 新建仓 |
| USAR | USA RARE EARTH INC COM | $9,838 | 0.00% | 650 | 250 | 62.5% | $3,784 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $9,821 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL COM | $9,602 | 0.00% | 146 | 126 | 630.0% | $8,287 | 加仓 |
| CGNX | COGNEX CORP COM | $9,553 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| ROG | ROGERS CORP COM | $9,552 | 0.00% | 89 | 86 | 2,866.7% | $9,230 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $9,531 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINL BANKSHARES INC COM | $9,512 | 0.00% | 323 | 323 | — | $9,512 | 新建仓 |
| — | SUPERNUS PHARMACEUTICALS COM | $9,459 | 0.00% | 183 | 183 | — | $9,459 | 新建仓 |
| HCC | WARRIOR MET COAL INC COM | $9,315 | 0.00% | 100 | 97 | 3,233.3% | $9,036 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP COM | $9,310 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $9,299 | 0.00% | 26 | 20 | 333.3% | $7,153 | 重新持有 |
| SPEU | STATE STREET SPDR PORTFOLIO EUROPE ETF | $9,274 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC COM | $9,272 | 0.00% | 8 | 7 | 700.0% | $8,113 | 加仓 |
| HUN | HUNTSMAN CORP COM | $9,250 | 0.00% | 695 | 695 | — | $9,250 | 新建仓 |
| DVA | DAVITA INC COM | $9,221 | 0.00% | 60 | 60 | — | $9,221 | 新建仓 |
| HOG | HARLEY DAVIDSON INC COM | $9,220 | 0.00% | 456 | 456 | — | $9,220 | 新建仓 |
| DDS | DILLARDS INC CL A | $9,154 | 0.00% | 16 | 16 | — | $9,154 | 新建仓 |
| TOL | TOLL BROTHERS INC COM | $9,143 | 0.00% | 67 | 67 | — | $9,143 | 新建仓 |
| INCY | INCYTE CORP COM | $9,130 | 0.00% | 97 | 97 | — | $9,130 | 新建仓 |
| USFD | US FOODS HLDG CORP COM | $9,129 | 0.00% | 99 | 99 | — | $9,129 | 新建仓 |
| UUUU | ENERGY FUELS INC COM NEW | $9,125 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $9,120 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW COM | $9,116 | 0.00% | 493 | 493 | — | $9,116 | 新建仓 |
| FAF | FIRST AMERN FINL CORP COM | $9,104 | 0.00% | 151 | 151 | — | $9,104 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC COM | $9,074 | 0.00% | 62 | 59 | 1,966.7% | $8,635 | 加仓 |
| ACMR | ACM RESH INC COM CL A | $9,051 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP SPON ADR NEW | $8,980 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $8,968 | 0.00% | 54 | 54 | — | $8,968 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $8,966 | 0.00% | 982 | 982 | — | $8,966 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $8,899 | 0.00% | 54 | 54 | — | $8,899 | 新建仓 |
| LEA | LEAR CORP COM NEW | $8,839 | 0.00% | 73 | 73 | — | $8,839 | 新建仓 |
| STAG | STAG INDUSTRIAL INC COM | $8,799 | 0.00% | 244 | 244 | — | $8,799 | 新建仓 |
| GL | GLOBE LIFE INC COM | $8,768 | 0.00% | 63 | 63 | — | $8,768 | 新建仓 |
| WU | WESTERN UN CO COM | $8,747 | 0.00% | 1,002 | 1,002 | — | $8,747 | 新建仓 |
| MP | MP MATERIALS CORP COM CL A | $8,687 | 0.00% | 180 | 84 | 87.5% | $4,054 | 加仓 |