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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $8,443.72万 | 16.51% | 395,176 | -7,376 | -1.8% | -$157.60万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $8,216.26万 | 16.07% | 192,689 | -1,394 | -0.7% | -$59.44万 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $3,666.55万 | 7.17% | 251,582 | -2,453 | -1.0% | -$35.75万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $3,501.55万 | 6.85% | 273,302 | -216 | -0.1% | -$2.77万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $2,774.20万 | 5.42% | 223,168 | -2,245 | -1.0% | -$27.91万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $2,305.92万 | 4.51% | 39,951 | -556 | -1.4% | -$32.09万 | 减仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1,898.29万 | 3.71% | 631,291 | -6,890 | -1.1% | -$20.72万 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $1,754.64万 | 3.43% | 145,240 | -790 | -0.5% | -$9.54万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $1,487.00万 | 2.91% | 640,396 | 12,803 | 2.0% | $29.73万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $1,412.67万 | 2.76% | 51,873 | -393 | -0.8% | -$10.70万 | 减仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $1,348.33万 | 2.64% | 332,593 | -4,631 | -1.4% | -$18.77万 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $1,306.57万 | 2.55% | 138,642 | -205 | -0.1% | -$1.93万 | 减仓 |
| ILTB | ISHARES CORE 10 YEAR USD BOND ETF | $1,194.85万 | 2.34% | 243,947 | 5,613 | 2.4% | $27.49万 | 加仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,061.83万 | 2.08% | 141,220 | -166 | -0.1% | -$1.25万 | 减仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $737.39万 | 1.44% | 239,567 | 4,119 | 1.7% | $12.68万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $734.97万 | 1.44% | 148,478 | 2,511 | 1.7% | $12.43万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $731.18万 | 1.43% | 73,655 | 309 | 0.4% | $3.07万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $656.28万 | 1.28% | 126,378 | 320 | 0.3% | $1.66万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $618.54万 | 1.21% | 63,682 | 760 | 1.2% | $7.38万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $616.21万 | 1.20% | 114,007 | -1,004 | -0.9% | -$5.43万 | 减仓 |
| DIVB | ISHARES CORE DIVIDEND ETF | $561.23万 | 1.10% | 104,028 | 1,004 | 1.0% | $5.42万 | 加仓 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST | $504.30万 | 0.99% | 105,457 | 1,989 | 1.9% | $9.51万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $343.24万 | 0.67% | 16,893 | -211 | -1.2% | -$4.29万 | 减仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $326.77万 | 0.64% | 60,772 | 465 | 0.8% | $2.50万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $293.25万 | 0.57% | 35,771 | 77 | 0.2% | $6,312 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $281.27万 | 0.55% | 8,767 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $260.22万 | 0.51% | 63,391 | -2 | -0.0% | -$82 | 减仓 |
| AAPL | APPLE INC COM | $256.91万 | 0.50% | 10,123 | 794 | 8.5% | $20.15万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $218.89万 | 0.43% | 21,765 | 289 | 1.3% | $2.91万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $159.37万 | 0.31% | 4,305 | -230 | -5.1% | -$8.51万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $130.55万 | 0.26% | 2,989 | -504 | -14.4% | -$22.01万 | 减仓 |
| TSLA | TESLA INC COM | $126.17万 | 0.25% | 3,394 | -131 | -3.7% | -$4.87万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $109.87万 | 0.21% | 5,600 | -6 | -0.1% | -$1,177 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $100.64万 | 0.20% | 4,058 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $91.53万 | 0.18% | 1,910 | 28 | 1.5% | $1.34万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $87.46万 | 0.17% | 5,383 | 3 | 0.1% | $487 | 加仓 |
| NKE | NIKE INC CL B | $84.78万 | 0.17% | 16,050 | 10,288 | 178.5% | $54.34万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $79.30万 | 0.16% | 10,768 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $77.41万 | 0.15% | 15,516 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $76.11万 | 0.15% | 4,364 | 290 | 7.1% | $5.06万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $57.41万 | 0.11% | 1,680 | -183 | -9.8% | -$6.25万 | 减仓 |
| TGT | TARGET CORP COM | $57.24万 | 0.11% | 4,723 | 32 | 0.7% | $3,878 | 加仓 |
| — | HENNESSY SUSTAINABLE ETF | $51.64万 | 0.10% | 15,204 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $50.66万 | 0.10% | 2,986 | 156 | 5.5% | $2.65万 | 加仓 |
| MCD | MCDONALDS CORP COM | $45.13万 | 0.09% | 1,452 | -91 | -5.9% | -$2.83万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $41.56万 | 0.08% | 7,332 | 5,081 | 225.7% | $28.80万 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $41.38万 | 0.08% | 8,285 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $39.07万 | 0.08% | 392 | 13 | 3.4% | $1.30万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $38.26万 | 0.07% | 1,859 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $37.95万 | 0.07% | 3,199 | 242 | 8.2% | $2.87万 | 加仓 |
| AMZN | AMAZON COM INC COM | $32.62万 | 0.06% | 1,566 | 140 | 9.8% | $2.92万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $31.53万 | 0.06% | 4,163 | 142 | 3.5% | $1.08万 | 加仓 |
| SBUX | STARBUCKS CORP COM | $29.17万 | 0.06% | 3,256 | 16 | 0.5% | $1,433 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $28.30万 | 0.06% | 5,098 | 3,505 | 220.0% | $19.46万 | 加仓 |
| SR | SPIRE INC COM | $26.98万 | 0.05% | 2,980 | 100 | 3.5% | $9,053 | 加仓 |
| INTU | INTUIT COM | $26.09万 | 0.05% | 603 | 16 | 2.7% | $6,922 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $25.31万 | 0.05% | 14,854 | 295 | 2.0% | $5,027 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $23.03万 | 0.05% | 969 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $22.29万 | 0.04% | 1,793 | 55 | 3.2% | $6,837 | 加仓 |
| UNP | UNION PAC CORP COM | $22.11万 | 0.04% | 911 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $21.43万 | 0.04% | 1,483 | 63 | 4.4% | $9,102 | 加仓 |
| HD | HOME DEPOT INC COM | $21.05万 | 0.04% | 640 | 10 | 1.6% | $3,288 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $20.85万 | 0.04% | 2,234 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $20.83万 | 0.04% | 7,185 | 3,462 | 93.0% | $10.04万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO COM | $20.19万 | 0.04% | 3,793 | 889 | 30.6% | $4.73万 | 加仓 |
| GLD | SPDR GOLD SHARES | $19.02万 | 0.04% | 442 | 34 | 8.3% | $1.46万 | 加仓 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $18.89万 | 0.04% | 2,955 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $18.30万 | 0.04% | 320 | 18 | 6.0% | $1.03万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $17.92万 | 0.04% | 623 | 146 | 30.6% | $4.20万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $17.58万 | 0.03% | 269 | 1 | 0.4% | $653 | 加仓 |
| BA | BOEING CO COM | $16.42万 | 0.03% | 825 | -932 | -53.0% | -$18.55万 | 减仓 |
| LITE | LUMENTUM HLDGS INC COM | $16.09万 | 0.03% | 229 | 229 | — | $16.09万 | 新建仓 |
| SO | SOUTHERN CO COM | $14.92万 | 0.03% | 1,546 | -1,892 | -55.0% | -$18.26万 | 减仓 |
| UTL | UNITIL CORP COM | $14.04万 | 0.03% | 2,688 | 2,688 | — | $14.04万 | 新建仓 |
| INTC | INTEL CORP COM | $13.96万 | 0.03% | 3,163 | 232 | 7.9% | $1.02万 | 加仓 |
| AVGO | BROADCOM INC COM | $13.31万 | 0.03% | 430 | 114 | 36.1% | $3.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $13.18万 | 0.03% | 448 | 126 | 39.1% | $3.71万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $13.18万 | 0.03% | 203 | -352 | -63.4% | -$22.85万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $13.12万 | 0.03% | 368 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $12.08万 | 0.02% | 421 | 51 | 13.8% | $1.46万 | 加仓 |
| CLH | CLEAN HARBORS INC COM | $11.61万 | 0.02% | 405 | 405 | — | $11.61万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM | $11.49万 | 0.02% | 470 | 98 | 26.3% | $2.39万 | 加仓 |
| MRK | MERCK & CO INC COM | $11.05万 | 0.02% | 918 | 248 | 37.0% | $2.98万 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $11.04万 | 0.02% | 1,425 | 800 | 128.0% | $6.20万 | 加仓 |
| V | VISA INC COM CL A | $10.83万 | 0.02% | 358 | 43 | 13.7% | $1.30万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $10.67万 | 0.02% | 585 | 386 | 194.0% | $7.04万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $10.59万 | 0.02% | 375 | 375 | — | $10.59万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $10.55万 | 0.02% | 2,746 | 190 | 7.4% | $7,300 | 加仓 |
| — | COTERRA ENERGY INC COM | $10.12万 | 0.02% | 2,879 | 2,004 | 229.0% | $7.04万 | 加仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $10.11万 | 0.02% | 1,311 | 1 | 0.1% | $77 | 加仓 |
| NFLX | NETFLIX INC. COM | $10.08万 | 0.02% | 1,048 | 723 | 222.5% | $6.95万 | 加仓 |
| RRX | REGAL REXNORD CORPORATION COM | $9.87万 | 0.02% | 527 | 527 | — | $9.87万 | 新建仓 |
| WM | WASTE MGMT INC DEL COM | $9.76万 | 0.02% | 425 | 1 | 0.2% | $230 | 加仓 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $9.74万 | 0.02% | 1,020 | -150 | -12.8% | -$1.43万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $9.71万 | 0.02% | 401 | 40 | 11.1% | $9,685 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $9.61万 | 0.02% | 465 | 60 | 14.8% | $1.24万 | 加仓 |
| RTX | RTX CORPORATION COM | $9.57万 | 0.02% | 496 | 76 | 18.1% | $1.47万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $9.41万 | 0.02% | 1,874 | 677 | 56.6% | $3.40万 | 加仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $9.25万 | 0.02% | 1,531 | 2 | 0.1% | $121 | 加仓 |
| USB | US BANCORP COM NEW | $8.97万 | 0.02% | 1,724 | 1 | 0.1% | $52 | 加仓 |