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 |
|---|---|---|---|---|---|---|---|---|
| THG | HANOVER INS GROUP INC COM | $1.54万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO COM NEW | $1.54万 | 0.00% | 297 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $1.54万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $1.53万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL COM | $1.53万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED SHS | $1.52万 | 0.00% | 554 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $1.52万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS COM | $1.52万 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIES COM | $1.49万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC COM | $1.49万 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.48万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $1.46万 | 0.00% | 100 | 19 | 23.5% | $2,776 | 加仓 |
| ROG | ROGERS CORP COM | $1.46万 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO CL A | $1.44万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP COM | $1.44万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| EYPT | EYEPOINT INC COM NEW | $1.43万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HURN | HURON CONSULTING GROUP INC COM | $1.42万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $1.42万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DAVE | DAVE INC CLASS A COM NEW | $1.42万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| PBH | PRESTIGE CONSMR HEALTHCARE INC COM | $1.41万 | 0.00% | 299 | -2 | -0.7% | -$95 | 减仓 |
| CGNX | COGNEX CORP COM | $1.41万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY COM | $1.40万 | 0.00% | 538 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC COM | $1.40万 | 0.00% | 61 | -3 | -4.7% | -$690 | 减仓 |
| CIM | CHIMERA INVT CORP COM SHS | $1.39万 | 0.00% | 1,043 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $1.39万 | 0.00% | 384 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $1.39万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $1.38万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $1.37万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $1.37万 | 0.00% | 175 | 34 | 24.1% | $2,660 | 加仓 |
| FTI | TECHNIPFMC PLC COM | $1.35万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $1.35万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP COM | $1.35万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $1.35万 | 0.00% | 704 | 10 | 1.4% | $191 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $1.34万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $1.34万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $1.34万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $1.34万 | 0.00% | 352 | 298 | 551.9% | $1.13万 | 加仓 |
| DVA | DAVITA INC COM | $1.33万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $1.33万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $1.33万 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND COM | $1.32万 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $1.28万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $1.27万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC COM PAR $.01 | $1.26万 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| HLIT | HARMONIC INC COM | $1.26万 | 0.00% | 769 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $1.24万 | 0.00% | 174 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP COM | $1.24万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC COM | $1.23万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC COM | $1.23万 | 0.00% | 463 | 79 | 20.6% | $2,098 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $1.23万 | 0.00% | 97 | 22 | 29.3% | $2,785 | 加仓 |
| EMN | EASTMAN CHEM CO COM | $1.22万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC COM | $1.22万 | 0.00% | 168 | 17 | 11.3% | $1,233 | 加仓 |
| ASB | ASSOCIATED BANC-CORP COM | $1.22万 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC COM | $1.21万 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| VNO | VORNADO RLTY TR SH BEN INT | $1.21万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC COM | $1.20万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1.19万 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $1.19万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $1.19万 | 0.00% | 101 | 34 | 50.7% | $4,011 | 加仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $1.19万 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC COM | $1.19万 | 0.00% | 550 | -100 | -15.4% | -$2,158 | 减仓 |
| IONQ | IONQ INC COM | $1.18万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC COM | $1.18万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP COM | $1.17万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP COM | $1.17万 | 0.00% | 251 | 2 | 0.8% | $93 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC COM | $1.15万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INC COM CL A | $1.15万 | 0.00% | 641 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP COM CL A | $1.14万 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC COM SHS | $1.13万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $1.13万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC COM | $1.13万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINL BANKSHARES INC COM | $1.12万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC COM | $1.12万 | 0.00% | 456 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC COM | $1.11万 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $1.11万 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC COM | $1.10万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1.10万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $1.10万 | 0.00% | 385 | 385 | — | $1.10万 | 新建仓 |
| INCY | INCYTE CORP COM | $1.10万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC MTN BE COM | $1.07万 | 0.00% | 792 | -13 | -1.6% | -$176 | 减仓 |
| ON | ON SEMICONDUCTOR CORP COM | $1.07万 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC COM | $1.07万 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $1.06万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW COM | $1.06万 | 0.00% | 493 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC CL A | $1.06万 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $1.05万 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| CLOV | CLOVER HEALTH INVESTMENTS CORP COM CL A | $1.05万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC COM | $1.05万 | 0.00% | 37 | -2 | -5.1% | -$566 | 减仓 |
| NFG | NATIONAL FUEL GAS CO COM | $1.04万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1.04万 | 0.00% | 299 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC ORD SHS | $1.04万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP COM | $1.04万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC CL A | $1.03万 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $1.02万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP COM | $1.01万 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $1.01万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| NOVT | NOVANTA INC COM | $1.01万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | $9,980 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| SPEU | STATE STREET SPDR PORTFOLIO EUROPE ETF | $9,933 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP COM NEW | $9,786 | 0.00% | 73 | 0 | 0.0% | — | 不变 |