Cedarwood Wealth LLC
HIGHLANDS RANCH CO · SEC CIK 0002114448
$9,900.26万2026Q1 申报市值
81持仓数
54.0%前十大占比 · 第一大 13.5%
5 / 0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
GPIX 加仓+$252.54万
GPIQ 加仓+$197.12万
JPST 加仓+$196.31万
IVV 加仓+$73.75万
QQQ 加仓+$67.64万
2026Q1 卖出最多 按季末市值估算
IEMG 减仓-$18.64万
VUG 减仓-$11.76万
VTV 减仓-$11.65万
VOO 减仓-$5.56万
INTC 减仓-$4.72万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $20.03万 | 0.20% | 5,214 | 50 | 1.0% | $1,921 | 加仓 |
| CSCO | CISCO SYS INC | $20.43万 | 0.21% | 2,633 | 2,633 | — | $20.43万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $20.70万 | 0.21% | 2,228 | 2,228 | — | $20.70万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $20.84万 | 0.21% | 299 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $21.26万 | 0.21% | 1,084 | -594 | -35.4% | -$11.65万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $21.57万 | 0.22% | 1,124 | 2 | 0.2% | $384 | 加仓 |
| CAT | CATERPILLAR INC | $21.90万 | 0.22% | 309 | 309 | — | $21.90万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $22.06万 | 0.22% | 442 | 442 | — | $22.06万 | 新建仓 |
| KBE | SPDR SERIES TRUST | $23.37万 | 0.24% | 3,924 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $23.64万 | 0.24% | 2,513 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $24.70万 | 0.25% | 1,018 | -53 | -4.9% | -$1.29万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $25.34万 | 0.26% | 10,442 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $25.36万 | 0.26% | 1,187 | 44 | 3.8% | $9,399 | 加仓 |
| HD | HOME DEPOT INC | $25.49万 | 0.26% | 775 | -13 | -1.6% | -$4,275 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $25.62万 | 0.26% | 758 | 145 | 23.7% | $4.90万 | 加仓 |
| EFG | ISHARES TR | $25.89万 | 0.26% | 2,325 | 100 | 4.5% | $1.11万 | 加仓 |
| EFA | ISHARES TR | $25.98万 | 0.26% | 2,675 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $27.66万 | 0.28% | 4,686 | 4,686 | — | $27.66万 | 新建仓 |
| ASML | ASML HLDG NV | $29.33万 | 0.30% | 222 | 19 | 9.4% | $2.51万 | 加仓 |
| IJT | ISHARES TR | $32.14万 | 0.32% | 2,221 | 1 | 0.0% | $145 | 加仓 |
| IJH | ISHARES TR | $32.33万 | 0.33% | 4,788 | -252 | -5.0% | -$1.70万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $32.93万 | 0.33% | 330 | -44 | -11.8% | -$4.39万 | 减仓 |
| IEMG | ISHARES INC | $33.21万 | 0.34% | 4,761 | -2,673 | -36.0% | -$18.64万 | 减仓 |
| CVX | CHEVRON CORPORATION | $33.32万 | 0.34% | 1,610 | 139 | 9.4% | $2.88万 | 加仓 |
| MRK | MERCK & CO INC | $33.75万 | 0.34% | 2,805 | 161 | 6.1% | $1.94万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.87万 | 0.34% | 5,285 | 5 | 0.1% | $320 | 加仓 |
| VUG | VANGUARD INDEX FDS | $35.00万 | 0.35% | 801 | -269 | -25.1% | -$11.76万 | 减仓 |
| ITOT | ISHARES TR | $35.20万 | 0.36% | 2,471 | -30 | -1.2% | -$4,274 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $35.41万 | 0.36% | 1,048 | 130 | 14.2% | $4.39万 | 加仓 |
| KO | COCA COLA CO | $35.42万 | 0.36% | 4,657 | 868 | 22.9% | $6.60万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $35.69万 | 0.36% | 4,034 | -448 | -10.0% | -$3.96万 | 减仓 |
| V | VISA INC | $35.78万 | 0.36% | 1,184 | 151 | 14.6% | $4.56万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $37.72万 | 0.38% | 1,176 | 1 | 0.1% | $321 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.20万 | 0.39% | 7,068 | -160 | -2.2% | -$8,648 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $40.02万 | 0.40% | 11,763 | 7 | 0.1% | $238 | 加仓 |
| — | EXXON MOBIL CORP | $40.33万 | 0.41% | 2,377 | 513 | 27.5% | $8.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $40.57万 | 0.41% | 1,660 | 357 | 27.4% | $8.72万 | 加仓 |
| NFLX | NETFLIX INC. | $42.56万 | 0.43% | 4,426 | 963 | 27.8% | $9.26万 | 加仓 |
| VLUE | ISHARES TR | $43.40万 | 0.44% | 3,052 | 1 | 0.0% | $142 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $43.48万 | 0.44% | 7,301 | 761 | 11.6% | $4.53万 | 加仓 |
| ABBV | ABBVIE INC | $46.67万 | 0.47% | 2,146 | 198 | 10.2% | $4.31万 | 加仓 |
| AAXJ | ISHARES TR | $47.74万 | 0.48% | 4,957 | 0 | 0.0% | — | 不变 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $48.36万 | 0.49% | 6,679 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $50.04万 | 0.51% | 3,465 | -244 | -6.6% | -$3.52万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $50.99万 | 0.52% | 6,186 | 1,536 | 33.0% | $12.66万 | 加仓 |
| WMT | WALMART INC | $51.21万 | 0.52% | 4,121 | 562 | 15.8% | $6.98万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $53.79万 | 0.54% | 10,782 | 790 | 7.9% | $3.94万 | 加仓 |
| IWD | ISHARES TR | $54.23万 | 0.55% | 2,538 | 7 | 0.3% | $1,496 | 加仓 |
| IWR | ISHARES TR | $55.49万 | 0.56% | 5,707 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $57.78万 | 0.58% | 1,964 | 262 | 15.4% | $7.71万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $67.75万 | 0.68% | 14,391 | 3,091 | 27.4% | $14.55万 | 加仓 |
| ACWI | ISHARES TR | $74.12万 | 0.75% | 5,356 | -2 | -0.0% | -$277 | 减仓 |
| LLY | ELI LILLY & CO | $74.73万 | 0.75% | 812 | 49 | 6.4% | $4.51万 | 加仓 |
| IEFA | ISHARES TR | $75.96万 | 0.77% | 8,390 | -432 | -4.9% | -$3.91万 | 减仓 |
| TSLA | TESLA INC | $77.33万 | 0.78% | 2,080 | 369 | 21.6% | $13.72万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $81.38万 | 0.82% | 1,698 | 240 | 16.5% | $11.50万 | 加仓 |
| GOOG | ALPHABET INC | $83.82万 | 0.85% | 2,922 | 375 | 14.7% | $10.76万 | 加仓 |
| META | META PLATFORMS INC | $96.31万 | 0.97% | 1,683 | 68 | 4.2% | $3.89万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $97.17万 | 0.98% | 4,518 | 537 | 13.5% | $11.55万 | 加仓 |
| AVGO | BROADCOM INC | $114.80万 | 1.16% | 3,709 | 623 | 20.2% | $19.28万 | 加仓 |
| DGRO | ISHARES TR | $120.90万 | 1.22% | 17,227 | 510 | 3.1% | $3.58万 | 加仓 |
| GOOGL | ALPHABET INC | $134.29万 | 1.36% | 4,670 | 888 | 23.5% | $25.54万 | 加仓 |
| VV | VANGUARD INDEX FDS | $138.72万 | 1.40% | 4,642 | 244 | 5.5% | $7.29万 | 加仓 |
| INTC | INTEL CORP | $151.60万 | 1.53% | 34,354 | -1,070 | -3.0% | -$4.72万 | 减仓 |
| IWF | ISHARES TR | $171.97万 | 1.74% | 4,033 | 28 | 0.7% | $1.19万 | 加仓 |
| GLD | SPDR GOLD TR | $181.84万 | 1.84% | 4,226 | 356 | 9.2% | $15.32万 | 加仓 |
| AMZN | AMAZON COM INC | $184.20万 | 1.86% | 8,845 | 973 | 12.4% | $20.26万 | 加仓 |
| MSFT | MICROSOFT CORP | $201.10万 | 2.03% | 5,433 | 1,207 | 28.6% | $44.68万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $227.23万 | 2.30% | 17,098 | 3,485 | 25.6% | $46.32万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $230.51万 | 2.33% | 45,546 | 38,789 | 574.1% | $196.31万 | 加仓 |
| GRNY | TIDAL TRUST I | $234.37万 | 2.37% | 98,186 | 14,878 | 17.9% | $35.51万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $265.13万 | 2.68% | 46,777 | 8,698 | 22.8% | $49.30万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $317.02万 | 3.20% | 64,057 | 39,830 | 164.4% | $197.12万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $324.96万 | 3.28% | 5,438 | -93 | -1.7% | -$5.56万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $381.18万 | 3.85% | 21,856 | 3,551 | 19.4% | $61.93万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $395.21万 | 3.99% | 128,818 | 8,950 | 7.5% | $27.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $435.56万 | 4.40% | 6,697 | 4 | 0.1% | $2,602 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $472.27万 | 4.77% | 94,378 | 50,468 | 114.9% | $252.54万 | 加仓 |
| AAPL | APPLE INC | $540.34万 | 5.46% | 21,291 | 2,284 | 12.0% | $57.97万 | 加仓 |
| QQQ | INVESCO QQQ TR | $871.40万 | 8.80% | 15,098 | 1,172 | 8.4% | $67.64万 | 加仓 |
| IVV | ISHARES TR | $1,339.28万 | 13.53% | 20,503 | 1,129 | 5.8% | $73.75万 | 加仓 |