Cedarwood Wealth LLC
HIGHLANDS RANCH CO · SEC CIK 0002114448
$1.32亿2026Q2 申报市值
96持仓数
50.5%前十大占比 · 第一大 11.3%
20 / 5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
SGOV 新建仓+$246.91万
JPLD 新建仓+$227.71万
QQQ 加仓+$115.84万
MSTR 新建仓+$112.33万
GPIX 加仓+$89.02万
2026Q2 卖出最多 按季末市值估算
VGIT 清仓-$43.48万
EXXON MOBIL CORP 清仓-$40.33万
IVV 减仓-$34.90万
SCHO 清仓-$25.34万
NEE 清仓-$20.70万
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 |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -7,301 | -100.0% | -$43.48万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -2,377 | -100.0% | -$40.33万 | 清仓 |
| SCHO | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10,442 | -100.0% | -$25.34万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,228 | -100.0% | -$20.70万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,214 | -100.0% | -$20.03万 | 清仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $20.04万 | 0.15% | 1,568 | 1,568 | — | $20.04万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.04万 | 0.15% | 482 | 482 | — | $20.04万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $20.16万 | 0.15% | 774 | 774 | — | $20.16万 | 新建仓 |
| TXG | 10X GENOMICS INC | $20.47万 | 0.15% | 5,339 | 5,339 | — | $20.47万 | 新建仓 |
| IJR | ISHARES TR | $20.62万 | 0.16% | 1,391 | 1,391 | — | $20.62万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $20.65万 | 0.16% | 214 | 214 | — | $20.65万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $21.07万 | 0.16% | 1,240 | 1,240 | — | $21.07万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $21.09万 | 0.16% | 411 | -31 | -7.0% | -$1.59万 | 减仓 |
| ADI | ANALOG DEVICES INC | $21.65万 | 0.16% | 545 | 545 | — | $21.65万 | 新建仓 |
| GE | GE AEROSPACE | $21.75万 | 0.16% | 582 | 582 | — | $21.75万 | 新建仓 |
| C | CITIGROUP INC | $22.90万 | 0.17% | 1,636 | 1,636 | — | $22.90万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $23.66万 | 0.18% | 794 | 794 | — | $23.66万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $23.73万 | 0.18% | 1,089 | 5 | 0.5% | $1,089 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $23.92万 | 0.18% | 4,686 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $23.92万 | 0.18% | 1,124 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $23.96万 | 0.18% | 1,445 | -165 | -10.2% | -$2.74万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $24.98万 | 0.19% | 2,513 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $26.67万 | 0.20% | 1,276 | 1,276 | — | $26.67万 | 新建仓 |
| KBE | SPDR SERIES TRUST | $26.77万 | 0.20% | 3,924 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $26.89万 | 0.20% | 5,839 | 5,839 | — | $26.89万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $27.05万 | 0.20% | 374 | 374 | — | $27.05万 | 新建仓 |
| GLW | CORNING INC | $27.23万 | 0.21% | 1,066 | 1,066 | — | $27.23万 | 新建仓 |
| NFLX | NETFLIX INC. | $27.50万 | 0.21% | 3,851 | -575 | -13.0% | -$4.11万 | 减仓 |
| KLAC | KLA CORP | $27.67万 | 0.21% | 917 | 917 | — | $27.67万 | 新建仓 |
| EFA | ISHARES TR | $27.79万 | 0.21% | 2,675 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $28.93万 | 0.22% | 2,325 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $29.14万 | 0.22% | 312 | -18 | -5.5% | -$1.68万 | 减仓 |
| VGT | VANGUARD WORLD FD | $29.33万 | 0.22% | 2,454 | 62 | 2.6% | $7,411 | 加仓 |
| UNP | UNION PAC CORP | $29.92万 | 0.23% | 1,100 | 82 | 8.1% | $2.23万 | 加仓 |
| HD | HOME DEPOT INC | $30.03万 | 0.23% | 851 | 76 | 9.8% | $2.68万 | 加仓 |
| KO | COCA COLA CO | $31.21万 | 0.24% | 3,841 | -816 | -17.5% | -$6.63万 | 减仓 |
| CSCO | CISCO SYS INC | $32.78万 | 0.25% | 2,791 | 158 | 6.0% | $1.86万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $34.79万 | 0.26% | 11,771 | 8 | 0.1% | $236 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.17万 | 0.27% | 757 | -1 | -0.1% | -$478 | 减仓 |
| IJH | ISHARES TR | $36.94万 | 0.28% | 4,791 | 3 | 0.1% | $231 | 加仓 |
| MRK | MERCK & CO INC | $37.13万 | 0.28% | 2,889 | 84 | 3.0% | $1.08万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.77万 | 0.29% | 5,301 | 16 | 0.3% | $1,140 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $37.78万 | 0.29% | 4,045 | 11 | 0.3% | $1,027 | 加仓 |
| CAT | CATERPILLAR INC | $37.93万 | 0.29% | 356 | 47 | 15.2% | $5.01万 | 加仓 |
| IJT | ISHARES TR | $39.68万 | 0.30% | 2,221 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $40.29万 | 0.30% | 2,452 | -19 | -0.8% | -$3,122 | 减仓 |
| VUG | VANGUARD INDEX FDS | $41.46万 | 0.31% | 4,813 | 7 | 0.1% | $603 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $42.23万 | 0.32% | 7,074 | 6 | 0.1% | $358 | 加仓 |
| ASML | ASML HLDG NV | $44.17万 | 0.33% | 222 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $44.56万 | 0.34% | 1,755 | 95 | 5.7% | $2.41万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $45.84万 | 0.35% | 789 | 789 | — | $45.84万 | 新建仓 |
| V | VISA INC | $47.28万 | 0.36% | 1,378 | 194 | 16.4% | $6.66万 | 加仓 |
| IEMG | ISHARES INC | $48.97万 | 0.37% | 5,911 | 1,150 | 24.2% | $9.53万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $50.10万 | 0.38% | 9,905 | -877 | -8.1% | -$4.44万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $50.50万 | 0.38% | 3,444 | -21 | -0.6% | -$3,079 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $51.94万 | 0.39% | 6,679 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $52.28万 | 0.40% | 2,078 | -68 | -3.2% | -$1.71万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $55.67万 | 0.42% | 1,285 | 98 | 8.3% | $4.25万 | 加仓 |
| WMT | WALMART INC | $56.46万 | 0.43% | 4,985 | 864 | 21.0% | $9.79万 | 加仓 |
| VLUE | ISHARES TR | $59.06万 | 0.45% | 2,956 | -96 | -3.1% | -$1.92万 | 减仓 |
| AAXJ | ISHARES TR | $59.21万 | 0.45% | 4,962 | 5 | 0.1% | $597 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $61.68万 | 0.47% | 6,966 | 780 | 12.6% | $6.91万 | 加仓 |
| IWR | ISHARES TR | $62.96万 | 0.48% | 5,707 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $64.64万 | 0.49% | 2,666 | 128 | 5.0% | $3.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $65.29万 | 0.49% | 1,764 | 588 | 50.0% | $21.76万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $71.77万 | 0.54% | 2,193 | 229 | 11.7% | $7.49万 | 加仓 |
| IEFA | ISHARES TR | $81.17万 | 0.61% | 8,404 | 14 | 0.2% | $1,352 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $83.24万 | 0.63% | 17,732 | 3,341 | 23.2% | $15.68万 | 加仓 |
| ACWI | ISHARES TR | $84.15万 | 0.64% | 5,361 | 5 | 0.1% | $785 | 加仓 |
| TSLA | TESLA INC | $86.14万 | 0.65% | 2,048 | -32 | -1.5% | -$1.35万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $86.63万 | 0.65% | 1,731 | 33 | 1.9% | $1.65万 | 加仓 |
| META | META PLATFORMS INC | $96.86万 | 0.73% | 1,720 | 37 | 2.2% | $2.08万 | 加仓 |
| LLY | ELI LILLY & CO | $104.79万 | 0.79% | 874 | 62 | 7.6% | $7.43万 | 加仓 |
| MSTR | STRATEGY INC | $112.33万 | 0.85% | 12,922 | 12,922 | — | $112.33万 | 新建仓 |
| GOOG | ALPHABET INC | $112.40万 | 0.85% | 3,181 | 259 | 8.9% | $9.15万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $117.94万 | 0.89% | 4,984 | 466 | 10.3% | $11.03万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $128.62万 | 0.97% | 1,114 | 66 | 6.3% | $7.62万 | 加仓 |
| AVGO | BROADCOM INC | $147.99万 | 1.12% | 3,918 | 209 | 5.6% | $7.89万 | 加仓 |
| DGRO | ISHARES TR | $148.73万 | 1.12% | 19,624 | 2,397 | 13.9% | $18.17万 | 加仓 |
| VV | VANGUARD INDEX FDS | $160.13万 | 1.21% | 4,656 | 14 | 0.3% | $4,815 | 加仓 |
| GOOGL | ALPHABET INC | $175.77万 | 1.33% | 4,919 | 249 | 5.3% | $8.90万 | 加仓 |
| GLD | SPDR GOLD TR | $179.12万 | 1.35% | 4,862 | 636 | 15.0% | $23.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $201.68万 | 1.52% | 5,407 | -26 | -0.5% | -$9,698 | 减仓 |
| IWF | ISHARES TR | $211.46万 | 1.60% | 17,030 | 898 | 5.6% | $11.15万 | 加仓 |
| AMZN | AMAZON COM INC | $226.67万 | 1.71% | 9,511 | 666 | 7.5% | $15.87万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $227.71万 | 1.72% | 43,630 | 43,630 | — | $227.71万 | 新建仓 |
| SGOV | ISHARES TR | $246.91万 | 1.87% | 24,526 | 24,526 | — | $246.91万 | 新建仓 |
| GRNY | TIDAL TRUST I | $311.46万 | 2.35% | 112,643 | 14,457 | 14.7% | $39.97万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $317.14万 | 2.40% | 62,713 | 17,167 | 37.7% | $86.81万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $341.45万 | 2.58% | 60,455 | 13,678 | 29.2% | $77.25万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $342.66万 | 2.59% | 17,985 | 887 | 5.2% | $16.90万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $394.83万 | 2.98% | 5,749 | 311 | 5.7% | $21.36万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $405.12万 | 3.06% | 68,306 | 4,249 | 6.6% | $25.20万 | 加仓 |
| INTC | INTEL CORP | $464.05万 | 3.51% | 33,234 | -1,120 | -3.3% | -$15.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $470.22万 | 3.55% | 23,500 | 1,644 | 7.5% | $32.90万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $483.47万 | 3.65% | 152,467 | 23,649 | 18.4% | $74.99万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $502.86万 | 3.80% | 6,734 | 37 | 0.6% | $2.76万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $613.47万 | 4.64% | 110,397 | 16,019 | 17.0% | $89.02万 | 加仓 |
| AAPL | APPLE INC | $617.11万 | 4.66% | 21,327 | 36 | 0.2% | $1.04万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,227.66万 | 9.28% | 16,671 | 1,573 | 10.4% | $115.84万 | 加仓 |