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Cedar Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Cedar Wealth Management, LLC
报告期 2026-03-31 · CIK 0001665642
持仓数
89
前50大市值合计
$331.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 122 项
建仓 12
增持 59
减持 38
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
DFAX
DIMENSIONAL ETF TRUST
+$9.5M
366,460
减持
PM
PHILIP MORRIS INTL INC
-$4.0M
185,856
-15%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$822.0K
5,847
-92%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MO
ALTRIA GROUP INC
-$648.0K
213,206
-2%
建仓
—
SPIRIT AIRLS INC
+$530.0K
20,428
建仓
CHWY
CHEWY INC
+$467.0K
6,852
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$462.0K
177,330
-0%
清仓
—
CLEVER LEAVES HOLDINGS INC
-$452.0K
0
-100%
减持
SNOW
SNOWFLAKE INC
-$418.0K
2,502
-49%
增持
SBUX
STARBUCKS CORP
+$391.0K
6,135
+140%
建仓
JBLU
JETBLUE AWYS CORP
+$382.0K
25,000
增持
HYGV
FLEXSHARES TR
+$330.0K
61,869
+13%
清仓
DDS
DILLARDS INC
-$273.0K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$218.0K
199,078
-0%
增持
T
AT&T INC
+$172.0K
63,300
+18%
清仓
MOS
MOSAIC CO NEW
-$171.0K
0
-100%
清仓
DHS
WISDOMTREE TR
-$168.0K
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$161.0K
303,635
-0%
增持
IWV
ISHARES TR
+$158.0K
10,037
+7%
增持
—
TRANSOCEAN LTD
-$144.0K
354,025
+8%
清仓
GS
GOLDMAN SACHS GROUP INC
-$143.0K
0
-100%
清仓
FINX
GLOBAL X FDS
-$134.0K
0
-100%
减持
KR
KROGER CO
-$131.0K
700
-83%
增持
XLE
SELECT SECTOR SPDR TR
+$120.0K
3,625
+184%
减持
MSFT
MICROSOFT CORP
-$102.0K
6,015
-9%
减持
VXUS
VANGUARD STAR FDS
-$99.0K
28,388
-2%
减持
XT
ISHARES TR
-$97.0K
34,668
-3%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$96.0K
128
-93%
增持
DLTR
DOLLAR TREE INC
+$95.0K
8,398
+18%
减持
XSLV
INVESCO EXCH TRADED FD TR II
-$91.0K
167
-92%
清仓
IQDF
FLEXSHARES TR
-$91.0K
0
-100%
增持
SCHV
SCHWAB STRATEGIC TR
+$70.0K
20,798
+7%
增持
SCHD
SCHWAB STRATEGIC TR
-$60.0K
73,297
+1%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$58.0K
12,424
+0%
减持
AAPL
APPLE INC
+$57.0K
14,517
-0%
清仓
RC
READY CAPITAL CORP
-$53.0K
0
-100%
减持
FNDX
SCHWAB STRATEGIC TR
-$53.0K
38,933
-1%
增持
VWOB
VANGUARD WHITEHALL FDS
+$51.0K
8,088
+11%
增持
BABA
ALIBABA GROUP HLDG LTD
-$49.0K
1,314
+22%
减持
OXY
OCCIDENTAL PETE CORP
-$49.0K
4
-100%
建仓
IONS
IONIS PHARMACEUTICALS INC
+$46.0K
1,370
建仓
STZ
CONSTELLATION BRANDS INC
+$45.0K
215
增持
IDHQ
INVESCO EXCH TRADED FD TR II
-$44.0K
86,577
+1%
增持
META
FACEBOOK INC
+$43.0K
2,427
+8%
增持
SPSM
SPDR SER TR
+$43.0K
24,588
+8%
增持
PLBY
PLBY GROUP INC
+$40.0K
22,276
+79%
减持
FNDA
SCHWAB STRATEGIC TR
-$38.0K
20,609
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$37.0K
820
-43%
增持
KHC
KRAFT HEINZ CO
-$37.0K
14,071
+3%
增持
EEM
ISHARES TR
-$36.0K
16,681
+5%
增持
INTC
INTEL CORP
+$35.0K
2,908
+37%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$35.0K
228
增持
SCHA
SCHWAB STRATEGIC TR
-$35.0K
14,268
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$32.0K
3,408
-3%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$32.0K
8,993
-2%
增持
CRM
SALESFORCE COM INC
+$31.0K
984
+2%
增持
AMZN
AMAZON COM INC
+$30.0K
626
+6%
减持
JNK
SPDR SER TR
-$30.0K
242
-53%
增持
—
DERMTECH INC
-$29.0K
11,633
+20%
增持
ESGV
VANGUARD WORLD FD
+$28.0K
121,537
+0%
增持
—
BARRICK GOLD CORP
+$27.0K
34,418
+20%
增持
FUTY
FIDELITY COVINGTON TRUST
+$26.0K
18,722
+3%
建仓
—
LAM RESEARCH CORP
+$25.0K
44
减持
KO
COCA COLA CO
-$25.0K
68
-87%
增持
XSOE
WISDOMTREE TR
-$23.0K
4,954
+0%
建仓
—
ASPEN TECHNOLOGY INC
+$23.0K
186
减持
FNDF
SCHWAB STRATEGIC TR
-$23.0K
24,199
-1%
清仓
—
BARCLAYS BANK PLC
-$22.0K
0
-100%
增持
EGO
ELDORADO GOLD CORP NEW
-$22.0K
43,574
+21%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$21.0K
39,740
+3%
增持
PINS
PINTEREST INC
-$20.0K
9,990
+49%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$20.0K
1,725
+6%
建仓
—
VMWARE INC
+$19.0K
126
增持
MBB
ISHARES TR
+$19.0K
9,012
+2%
建仓
EFX
EQUIFAX INC
+$19.0K
76
增持
CODI
COMPASS DIVERSIFIED
+$18.0K
1,064
+126%
减持
SPYV
SPDR SER TR
-$18.0K
26,618
-0%
增持
FREL
FIDELITY COVINGTON TRUST
+$16.0K
25,272
+2%
增持
VTIP
VANGUARD MALVERN FDS
+$15.0K
27,519
+1%
减持
NET
CLOUDFLARE INC
-$15.0K
640
-22%
减持
SCHF
SCHWAB STRATEGIC TR
-$15.0K
15,129
-1%
减持
TDG
TRANSDIGM GROUP INC
-$14.0K
7
-75%
增持
SCHO
SCHWAB STRATEGIC TR
+$12.0K
3,256
+8%
增持
SCHZ
SCHWAB STRATEGIC TR
+$12.0K
2,377
+10%
建仓
—
WHEELS UP EXPERIENCE INC
+$12.0K
1,850
减持
IVV
ISHARES TR
-$10.0K
621
-4%
减持
CSCO
CISCO SYS INC
-$9.0K
4,100
-6%
减持
VO
VANGUARD INDEX FDS
-$9.0K
1,197
-3%
增持
—
EXXON MOBIL CORP
-$8.0K
11,734
+6%
清仓
XLRE
SELECT SECTOR SPDR TR
-$8.0K
0
-100%
增持
SCHP
SCHWAB STRATEGIC TR
+$8.0K
4,994
+2%
清仓
VTRS
VIATRIS INC
-$7.0K
0
-100%
增持
DGRO
ISHARES TR
+$7.0K
93,860
+0%
增持
MRK
MERCK & CO INC
+$7.0K
13,960
+4%
清仓
TAL
TAL EDUCATION GROUP
-$6.0K
0
-100%
增持
—
ANNALY CAPITAL MANAGEMENT IN
-$6.0K
111,820
+5%
减持
MOO
VANECK ETF TRUST
-$5.0K
57
-50%
增持
GLD
SPDR GOLD TR
-$5.0K
8,355
+1%
增持
NVDA
NVIDIA CORPORATION
+$5.0K
724
+300%
减持
USB
US BANCORP DEL
-$5.0K
25
-75%
减持
IAGG
ISHARES TR
-$5.0K
14,457
-0%
增持
NG
NOVAGOLD RES INC
+$5.0K
60,470
+18%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$5.0K
525
+18%
减持
SPY
SPDR S&P 500 ETF TR
-$4.0K
935
-1%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$4.0K
2,831
-0%
增持
V
VISA INC
+$4.0K
3,236
+5%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.0K
11,204
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$3.0K
255
+11%
增持
JIG
J P MORGAN EXCHANGE-TRADED F
-$3.0K
3,594
+2%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$2.0K
49,843
+0%
清仓
IEMG
ISHARES INC
-$2.0K
0
-100%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$2.0K
195
+30%
减持
VNQ
VANGUARD INDEX FDS
-$2.0K
1,764
-1%
增持
SPYD
SPDR SER TR
+$2.0K
152
+49%
增持
PENN
PENN NATL GAMING INC
+$1.0K
310
+15%
增持
CVX
CHEVRON CORP NEW
-$1.0K
10,281
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.0K
859
+9%
增持
DVY
ISHARES TR
-$1.0K
2,097
+1%
减持
HYG
ISHARES TR
-$1.0K
805
-0%
减持
CTVA
CORTEVA INC
-$1.0K
7
-67%
增持
DBP
INVESCO DB MULTI-SECTOR COMM
+$0
4
+100%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$0
17,155
+0%
