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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $9,582.76万 | 16.50% | 395,280 | 104 | 0.0% | $2.52万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $9,577.54万 | 16.49% | 771,325 | 569 | 0.1% | $7.07万 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $4,159.65万 | 7.16% | 252,713 | 1,131 | 0.4% | $18.62万 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $4,043.85万 | 6.96% | 276,200 | 2,898 | 1.1% | $42.43万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $3,312.15万 | 5.70% | 223,326 | 158 | 0.1% | $2.34万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $2,944.10万 | 5.07% | 39,980 | 29 | 0.1% | $2.14万 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $1,928.71万 | 3.32% | 146,558 | 1,318 | 0.9% | $17.34万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1,899.30万 | 3.27% | 632,890 | 1,599 | 0.3% | $4.80万 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $1,560.61万 | 2.69% | 52,193 | 320 | 0.6% | $9.57万 | 加仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $1,483.44万 | 2.55% | 641,351 | 955 | 0.1% | $2.21万 | 加仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $1,382.64万 | 2.38% | 140,798 | 2,156 | 1.6% | $21.17万 | 加仓 |
| LVHI | FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $1,339.37万 | 2.31% | 330,016 | -2,577 | -0.8% | -$10.46万 | 减仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $1,277.35万 | 2.20% | 141,770 | 550 | 0.4% | $4.96万 | 加仓 |
| ILTB | ISHARES CORE 10 YEAR USD BOND ETF | $1,207.24万 | 2.08% | 245,120 | 1,173 | 0.5% | $5.78万 | 加仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $748.68万 | 1.29% | 151,096 | 2,618 | 1.8% | $12.97万 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $741.19万 | 1.28% | 240,255 | 688 | 0.3% | $2.12万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $731.65万 | 1.26% | 73,919 | 264 | 0.4% | $2.61万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $682.17万 | 1.17% | 114,285 | 278 | 0.2% | $1.66万 | 加仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $675.24万 | 1.16% | 129,010 | 2,632 | 2.1% | $13.78万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $672.83万 | 1.16% | 64,770 | 1,088 | 1.7% | $11.30万 | 加仓 |
| DIVB | ISHARES CORE DIVIDEND ETF | $643.37万 | 1.11% | 104,443 | 415 | 0.4% | $2.56万 | 加仓 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $522.73万 | 0.90% | 108,113 | 2,656 | 2.5% | $12.84万 | 加仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $436.70万 | 0.75% | 81,627 | 20,855 | 34.3% | $111.57万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $377.71万 | 0.65% | 16,866 | -27 | -0.2% | -$6,047 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $324.44万 | 0.56% | 8,768 | 1 | 0.0% | $370 | 加仓 |
| AAPL | APPLE INC COM | $302.47万 | 0.52% | 10,453 | 330 | 3.3% | $9.55万 | 加仓 |
| CSX | CSX CORP COM | $301.30万 | 0.52% | 63,391 | 0 | 0.0% | — | 不变 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $300.52万 | 0.52% | 36,177 | 406 | 1.1% | $3.37万 | 加仓 |
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $221.98万 | 0.38% | 22,020 | 255 | 1.2% | $2.57万 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $190.31万 | 0.33% | 23,071 | 18,908 | 454.2% | $155.97万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $184.90万 | 0.32% | 21,465 | 3,531 | 19.7% | $30.42万 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $163.24万 | 0.28% | 17,104 | 16,834 | 6,234.8% | $160.66万 | 加仓 |
| TSLA | TESLA INC COM | $147.84万 | 0.25% | 3,515 | 121 | 3.6% | $5.09万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $122.04万 | 0.21% | 5,600 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC COM | $118.51万 | 0.20% | 1,639 | -41 | -2.4% | -$2.96万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $102.92万 | 0.18% | 2,759 | -1,546 | -35.9% | -$57.67万 | 减仓 |
| JFLX | JPMORGAN FLEXIBLE DEBT ETF | $102.73万 | 0.18% | 20,383 | 20,383 | — | $102.73万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $98.38万 | 0.17% | 1,966 | 56 | 2.9% | $2.80万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $89.59万 | 0.15% | 4,477 | 113 | 2.6% | $2.26万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $79.05万 | 0.14% | 10,768 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $78.48万 | 0.14% | 15,516 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $78.06万 | 0.13% | 2,598 | -1,460 | -36.0% | -$43.87万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $73.77万 | 0.13% | 5,387 | 4 | 0.1% | $548 | 加仓 |
| PVAL | PUTNAM FOCUSED LARGE CAP VALUE ETF | $72.18万 | 0.12% | 14,166 | 14,166 | — | $72.18万 | 新建仓 |
| NKE | NIKE INC CL B | $64.93万 | 0.11% | 15,817 | -233 | -1.5% | -$9,565 | 减仓 |
| JPLD | JPMORGAN LIMITED DURATION BOND ETF | $64.02万 | 0.11% | 12,267 | 11,316 | 1,189.9% | $59.06万 | 加仓 |
| TGT | TARGET CORP COM | $61.90万 | 0.11% | 4,739 | 16 | 0.3% | $2,090 | 加仓 |
| — | HENNESSY SUSTAINABLE ETF | $58.55万 | 0.10% | 15,204 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $54.86万 | 0.09% | 8,832 | 8,832 | — | $54.86万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP COM | $46.26万 | 0.08% | 3,199 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD EXTENDED MARKET ETF | $45.87万 | 0.08% | 1,863 | 4 | 0.2% | $985 | 加仓 |
| — | EXXON MOBIL CORP COM | $44.94万 | 0.08% | 3,287 | 301 | 10.1% | $4.11万 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $41.62万 | 0.07% | 8,285 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC COM | $38.83万 | 0.07% | 1,629 | 63 | 4.0% | $1.50万 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $38.80万 | 0.07% | 1,754 | 1,385 | 375.3% | $30.64万 | 加仓 |
| INTC | INTEL CORP COM | $38.58万 | 0.07% | 2,763 | -400 | -12.6% | -$5.59万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $36.69万 | 0.06% | 392 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $35.70万 | 0.06% | 1,321 | -131 | -9.0% | -$3.54万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $33.42万 | 0.06% | 3,271 | 15 | 0.5% | $1,533 | 加仓 |
| SO | SOUTHERN CO COM | $33.11万 | 0.06% | 3,460 | 1,914 | 123.8% | $18.32万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $32.34万 | 0.06% | 821 | 647 | 371.8% | $25.49万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $30.19万 | 0.05% | 404 | 201 | 99.0% | $15.02万 | 加仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $29.36万 | 0.05% | 969 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $25.69万 | 0.04% | 456 | 136 | 42.5% | $7.66万 | 加仓 |
| UNP | UNION PAC CORP COM | $24.79万 | 0.04% | 911 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC COM | $23.47万 | 0.04% | 3,006 | 26 | 0.9% | $2,030 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $22.68万 | 0.04% | 303 | 34 | 12.6% | $2.54万 | 加仓 |
| HD | HOME DEPOT INC COM | $22.57万 | 0.04% | 640 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $22.19万 | 0.04% | 1,025 | 200 | 24.2% | $4.33万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $22.03万 | 0.04% | 616 | -7 | -1.1% | -$2,503 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $21.89万 | 0.04% | 1,493 | 10 | 0.7% | $1,466 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $21.64万 | 0.04% | 2,234 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $20.31万 | 0.03% | 1,794 | 1 | 0.1% | $113 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $20.10万 | 0.03% | 14,854 | 0 | 0.0% | — | 不变 |
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $19.97万 | 0.03% | 2,955 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC COM | $19.65万 | 0.03% | 229 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $18.98万 | 0.03% | 9,167 | 1,982 | 27.6% | $4.10万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO COM | $17.46万 | 0.03% | 3,559 | -234 | -6.2% | -$1.15万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $17.39万 | 0.03% | 832 | 702 | 540.0% | $14.68万 | 加仓 |
| CSCO | CISCO SYS INC COM | $17.38万 | 0.03% | 1,479 | 599 | 68.1% | $7.04万 | 加仓 |
| AVGO | BROADCOM INC COM | $16.39万 | 0.03% | 434 | 4 | 0.9% | $1,511 | 加仓 |
| GLD | SPDR GOLD SHARES | $16.28万 | 0.03% | 442 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $15.85万 | 0.03% | 630 | 243 | 62.8% | $6.11万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $15.69万 | 0.03% | 444 | 23 | 5.5% | $8,127 | 加仓 |
| MRK | MERCK & CO INC COM | $15.62万 | 0.03% | 1,215 | 297 | 32.4% | $3.82万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $15.07万 | 0.03% | 368 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $15.06万 | 0.03% | 577 | -26 | -4.3% | -$6,787 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $15.04万 | 0.03% | 459 | 11 | 2.5% | $3,604 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $14.18万 | 0.02% | 1,425 | 0 | 0.0% | — | 不变 |
| UTL | UNITIL CORP COM | $14.16万 | 0.02% | 2,688 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $14.14万 | 0.02% | 2,796 | 2,769 | 10,255.6% | $14.00万 | 加仓 |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $13.86万 | 0.02% | 2,939 | 2,939 | — | $13.86万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $13.13万 | 0.02% | 375 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP COM | $12.96万 | 0.02% | 57 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION COM | $12.55万 | 0.02% | 527 | 0 | 0.0% | — | 不变 |
| V | VISA INC COM CL A | $12.40万 | 0.02% | 361 | 3 | 0.8% | $1,030 | 加仓 |
| RTX | RTX CORPORATION COM | $12.30万 | 0.02% | 648 | 152 | 30.6% | $2.89万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $12.25万 | 0.02% | 482 | 12 | 2.6% | $3,051 | 加仓 |
| CLH | CLEAN HARBORS INC COM | $12.10万 | 0.02% | 405 | 0 | 0.0% | — | 不变 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $12.08万 | 0.02% | 1,592 | 61 | 4.0% | $4,629 | 加仓 |