13F 机构持仓

Cedar Mountain Advisors, LLC

LAKE OSWEGO OR · SEC CIK 0001798986

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.81亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IWD 16.5%
IWF 16.5%
IWS 7.2%
IWP 7.0%
IJR 5.7%
QQQ 5.1%
VFH 3.3%
SPSB 3.3%
VHT 2.7%
SCHZ 2.6%

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
XP XP INC CL A $6,8940.00%424 00.0% — 不变
PENN PENN ENTERTAINMENT INC COM $6,8570.00%321 00.0% — 不变
UHAL U HAUL HOLDING COMPANY COM $6,8060.00%104 00.0% — 不变
DKS DICKS SPORTING GOODS INC COM $6,8040.00%30 00.0% — 不变
HQY HEALTHEQUITY INC COM $6,7740.00%75 00.0% — 不变
U UNITY SOFTWARE INC COM $6,7160.00%235 00.0% — 不变
— NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN $6,7150.00%151 00.0% — 不变
PII POLARIS INC COM $6,7070.00%98 00.0% — 不变
WTRG ESSENTIAL UTILS INC COM $6,6840.00%174 10.6% $38 加仓
SNX TD SYNNEX CORPORATION COM $6,6840.00%25 00.0% — 不变
MTB M & T BK CORP COM $6,6640.00%28 00.0% — 不变
APO APOLLO GLOBAL MGMT INC COM $6,6250.00%56 00.0% — 不变
FHB FIRST HAWAIIAN INC COM $6,5630.00%224 00.0% — 不变
EVER EVERQUOTE INC COM CL A $6,5420.00%275 00.0% — 不变
DLTR DOLLAR TREE INC COM $6,5310.00%54 00.0% — 不变
— QORVO INC COM $6,5290.00%70 00.0% — 不变
HPQ HP INC COM $6,5250.00%297 20.7% $44 加仓
FTDR FRONTDOOR INC COM $6,5180.00%84 33.7% $233 加仓
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF $6,5050.00%82 11.2% $79 加仓
AVY AVERY DENNISON CORP COM $6,4940.00%40 00.0% — 不变
FNB F N B CORP COM $6,4870.00%340 00.0% — 不变
PNFP PINNACLE FINL PARTNERS INC COM $6,4560.00%64 00.0% — 不变
PSA PUBLIC STORAGE COM $6,3660.00%20 00.0% — 不变
CBSH COMMERCE BANCSHARES INC COM $6,3530.00%110 00.0% — 不变
ESAB ESAB CORPORATION COM $6,3120.00%64 00.0% — 不变
CRC CALIFORNIA RES CORP COM STOCK $6,2920.00%119 00.0% — 不变
SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP $6,2780.00%93 00.0% — 不变
MANH MANHATTAN ASSOCIATES INC COM $6,2660.00%45 00.0% — 不变
XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF $6,2570.00%138 00.0% — 不变
TIP ISHARES TIPS BOND ETF $6,2460.00%57 11.8% $110 加仓
BWXT BWX TECHNOLOGIES INC COM $6,2290.00%32 00.0% — 不变
SMG SCOTTS MIRACLE-GRO CO CL A $6,1980.00%91 00.0% — 不变
TNL TRAVEL PLUS LEISURE CO COM $6,1910.00%81 00.0% — 不变
WAL WESTERN ALLIANCE BANCORP COM $6,1650.00%75 00.0% — 不变
— TOPBUILD COR COM $6,0270.00%17 00.0% — 不变
AYI ACUITY INC COM $6,0270.00%16 00.0% — 不变
BLMN BLOOMIN BRANDS INC COM $6,0230.00%659 00.0% — 不变
ETH GRAYSCALE ETHEREUM STAKING MINI ETF $6,0120.00%400 00.0% — 不变
XRAY DENTSPLY SIRONA INC COM $5,9520.00%561 00.0% — 不变
KURA KURA ONCOLOGY INC COM $5,9460.00%542 00.0% — 不变
OMC OMNICOM GROUP INC COM $5,8990.00%81 1930.6% $1,384 加仓
MIAX MIAMI INTL HLDGS INC COM $5,8710.00%158 00.0% — 不变
SNOW SNOWFLAKE INC COM SHS $5,8540.00%23 -11-32.4% -$2,800 减仓
GMED GLOBUS MED INC CL A $5,8470.00%74 00.0% — 不变
CNX CNX RES CORP COM $5,8360.00%172 00.0% — 不变
BIIB BIOGEN INC COM $5,8340.00%27 00.0% — 不变
YETI YETI HLDGS INC COM $5,7990.00%117 00.0% — 不变
TXRH TEXAS ROADHOUSE INC COM $5,7970.00%30 00.0% — 不变
PNW PINNACLE WEST CAP CORP COM $5,7780.00%54 00.0% — 不变
PRI PRIMERICA INC COM $5,6840.00%20 00.0% — 不变
LYFT LYFT INC CL A COM $5,6830.00%389 318.7% $453 加仓
RYTM RHYTHM PHARMACEUTICALS INC COM $5,6630.00%51 00.0% — 不变
GPI GROUP 1 AUTOMOTIVE INC COM $5,5320.00%19 211.8% $582 加仓
PYPL PAYPAL HLDGS INC COM $5,4990.00%127 00.0% — 不变
AFRM AFFIRM HLDGS INC COM CL A $5,4640.00%67 00.0% — 不变
BSV VANGUARD SHORT-TERM BOND ETF $5,4540.00%70 00.0% — 不变
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A $5,4510.00%70 00.0% — 不变
EWBC EAST WEST BANCORP INC COM $5,4220.00%42 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY A COM $5,4140.00%14 00.0% — 不变
DXCM DEXCOM INC COM $5,3880.00%80 00.0% — 不变
HWC HANCOCK WHITNEY CORPORATION COM $5,3800.00%72 00.0% — 不变
— SERVICE PPTYS TR COM SH BEN INT $5,3790.00%3,183 00.0% — 不变
ENS ENERSYS COM $5,3780.00%23 00.0% — 不变
— ONCOLYTICS BIOTECH INC COM NEW $5,3680.00%5,651 5,651— $5,368 新建仓
BILL BILL HOLDINGS INC COM $5,3520.00%148 00.0% — 不变
ACGL ARCH CAP GROUP LTD ORD $5,3380.00%55 00.0% — 不变
INFQ INFLEQTION INC COM SHS $5,3280.00%400 400— $5,328 新建仓
USO UNITED STATES OIL FUND LP $5,3220.00%50 50— $5,322 新建仓
CWEN CLEARWAY ENERGY INC CL C $5,3160.00%156 -1-0.6% -$34 减仓
AROC ARCHROCK INC COM $5,2520.00%129 00.0% — 不变
EQIX EQUINIX INC COM $5,2120.00%5 00.0% — 不变
BKH BLACK HILLS CORP COM $5,2080.00%70 00.0% — 不变
LIN LINDE PLC SHS $5,1890.00%10 00.0% — 不变
SON SONOCO PRODS CO COM $5,1840.00%92 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC COM $5,1670.00%31 00.0% — 不变
MDLZ MONDELEZ INTL INC CL A $5,1480.00%89 -37-29.4% -$2,140 减仓
— JANUS HENDERSON GROUP PLC ORD SHS $5,1430.00%99 00.0% — 不变
ACN ACCENTURE PLC IRELAND SHS CLASS A $5,1020.00%41 -9-18.0% -$1,120 减仓
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF $5,0830.00%90 -7,242-98.8% -$40.90万 减仓
DEO DIAGEO PLC SPON ADR NEW $5,0640.00%63 1943.2% $1,527 加仓
MZTI MARZETTI COMPANY COM $5,0230.00%44 00.0% — 不变
SLDE SLIDE INS HLDGS INC COM $5,0170.00%259 00.0% — 不变
PK PARK HOTELS & RESORTS INC COM $5,0020.00%351 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LTD ORD $4,9940.00%38 00.0% — 不变
XYL XYLEM INC COM $4,9650.00%42 00.0% — 不变
ADBE ADOBE INC COM $4,9200.00%24 00.0% — 不变
DOX AMDOCS LTD SHS $4,9020.00%97 00.0% — 不变
RVTY REVVITY INC COM $4,8950.00%44 00.0% — 不变
WH WYNDHAM HOTELS & RESORTS INC COM $4,8840.00%58 00.0% — 不变
JIVE JPMORGAN INTERNATIONAL VALUE ETF $4,8740.00%53 53— $4,874 新建仓
PRGO PERRIGO CO PLC SHS $4,8730.00%469 -12-2.5% -$125 减仓
CASK MGP INGREDIENTS INC NEW COM $4,8710.00%278 00.0% — 不变
EMR EMERSON ELEC CO COM $4,8670.00%34 00.0% — 不变
RS RELIANCE INC COM $4,8570.00%13 00.0% — 不变
HIW HIGHWOODS PPTYS INC COM $4,8560.00%161 00.0% — 不变
QUBT QUANTUM COMPUTING INC COM $4,8500.00%500 00.0% — 不变
NPKI NPK INTERNATIONAL INC COM SHS $4,8370.00%304 00.0% — 不变
OI O-I GLASS INC COM $4,8250.00%501 265.5% $250 加仓
VSH VISHAY INTERTECHNOLOGY INC COM $4,7860.00%89 00.0% — 不变
MMSI MERIT MED SYS INC COM $4,7840.00%69 -7-9.2% -$485 减仓