小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 42
增持 75
减持 31
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$4.3M
200,879
+1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.9M
129,220
-27%
减持
DFAX
DIMENSIONAL ETF TRUST
-$2.6M
261,878
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。
-29%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$2.3M
151,886
+75%
增持
VIGI
VANGUARD WHITEHALL FDS
+$2.0M
23,641
+3934%
增持
ESGV
VANGUARD WORLD FD
+$1.6M
128,472
+6%
增持
MDLZ
MONDELEZ INTL INC
+$660.0K
31,422
+28%
减持
F
FORD MTR CO DEL
+$589.0K
89,758
-0%
增持
MSFT
MICROSOFT CORP
+$547.0K
6,669
+11%
增持
DGRO
ISHARES TR
+$508.0K
93,987
+0%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$495.0K
12,449
+0%
减持
SCHD
SCHWAB STRATEGIC TR
+$479.0K
73,256
-0%
增持
GOOGL
ALPHABET INC
+$472.0K
509
+36%
增持
PLBY
PLBY GROUP INC
+$456.0K
36,825
+65%
增持
AMGN
AMGEN INC
+$437.0K
1,988
+3957%
建仓
RH
RH
+$399.0K
744
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$351.0K
34,854
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$343.0K
9,764
+866%
减持
AAPL
APPLE INC
+$333.0K
13,445
-7%
增持
IWV
ISHARES TR
+$326.0K
10,393
+4%
增持
PM
PHILIP MORRIS INTL INC
+$305.0K
188,653
+2%
建仓
HTGC
HERCULES CAPITAL INC
+$301.0K
18,134
增持
AMZN
AMAZON COM INC
+$301.0K
707
+13%
增持
HYGV
FLEXSHARES TR
+$299.0K
69,059
+12%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$283.0K
7,780
+128%
增持
VO
VANGUARD INDEX FDS
+$263.0K
2,144
+79%
减持
USMV
ISHARES TR
+$263.0K
36,167
-0%
增持
O
REALTY INCOME CORP
+$256.0K
4,300
+438%
减持
SFBS
SERVISFIRST BANCSHARES INC
+$242.0K
34,276
-0%
减持
MO
ALTRIA GROUP INC
+$234.0K
209,726
-2%
增持
MRK
MERCK & CO INC
+$227.0K
16,645
+19%
增持
—
TRANSOCEAN LTD
-$219.0K
406,843
+15%
增持
—
BARRICK GOLD CORP
+$210.0K
43,744
+27%
建仓
TLT
ISHARES TR
+$206.0K
1,390
建仓
GSBD
GOLDMAN SACHS BDC INC
+$204.0K
10,638
增持
META
META PLATFORMS INC
+$199.0K
3,040
+25%
建仓
ARCC
ARES CAPITAL CORP
+$195.0K
9,215
增持
T
AT&T INC
+$193.0K
77,378
+22%
增持
NEM
NEWMONT CORP
+$192.0K
6,703
+63%
增持
V
VISA INC
+$186.0K
4,187
+29%
增持
XLE
SELECT SECTOR SPDR TR
+$181.0K
6,675
+84%
增持
JBLU
JETBLUE AWYS CORP
+$177.0K
39,245
+57%
增持
GLD
SPDR GOLD TR
+$171.0K
9,026
+8%
增持
KHC
KRAFT HEINZ CO
+$167.0K
19,075
+36%
建仓
VGT
VANGUARD WORLD FDS
+$153.0K
333
增持
LLY
LILLY ELI & CO
+$152.0K
2,132
+13%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$145.0K
2,070
+808%
建仓
NMFC
NEW MTN FIN CORP
+$142.0K
10,350
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$137.0K
51,681
+0%
减持
CVX
CHEVRON CORP NEW
-$132.0K
7,759
-25%
减持
SFM
SPROUTS FMRS MKT INC
+$122.0K
26,906
-8%
增持
—
EXXON MOBIL CORP
+$118.0K
13,205
+13%
增持
XT
ISHARES TR
+$116.0K
34,669
+0%
增持
FREL
FIDELITY COVINGTON TRUST
+$115.0K
25,434
+1%
减持
FNDX
SCHWAB STRATEGIC TR
+$104.0K
37,608
-3%
增持
MBB
ISHARES TR
+$103.0K
10,037
+11%
增持
SPSM
SPDR SER TR
+$100.0K
25,656
+4%
建仓
ABBNY
ABB LTD
+$100.0K
2,620
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$97.0K
12,553
+12%
增持
PINS
PINTEREST INC
-$97.0K
11,335
+13%
增持
HD
HOME DEPOT INC
+$96.0K
537
+38%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$95.0K
44,756
+13%
减持
EWJ
ISHARES INC
-$95.0K
28,499
-0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$92.0K
15,802
-8%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$92.0K
428
+63%
增持
SCHO
SCHWAB STRATEGIC TR
+$91.0K
5,081
+56%
增持
EGO
ELDORADO GOLD CORP NEW
+$89.0K
45,563
+5%
增持
NOW
SERVICENOW INC
+$88.0K
225
+142%
增持
NVDA
NVIDIA CORPORATION
+$87.0K
806
+11%
增持
SCHZ
SCHWAB STRATEGIC TR
+$86.0K
3,995
+68%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$83.0K
3,500
增持
RITM
NEW RESIDENTIAL INVT CORP
+$83.0K
9,600
+433%
增持
CRM
SALESFORCE COM INC
+$83.0K
1,379
+40%
增持
BABA
ALIBABA GROUP HLDG LTD
+$82.0K
2,333
+78%
减持
DLTR
DOLLAR TREE INC
-$76.0K
5,178
-38%
建仓
BCSF
BAIN CAP SPECIALTY FIN INC
+$76.0K
4,983
建仓
PNNT
PENNANTPARK INVT CORP
+$73.0K
10,500
减持
FUTY
FIDELITY COVINGTON TRUST
+$72.0K
18,208
-3%
增持
XLY
SELECT SECTOR SPDR TR
+$72.0K
477
+231%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$71.0K
1,812
+5%
减持
SCHG
SCHWAB STRATEGIC TR
+$71.0K
5,720
-2%
增持
SCHA
SCHWAB STRATEGIC TR
+$70.0K
14,628
+3%
建仓
GBDC
GOLUB CAP BDC INC
+$69.0K
4,500
增持
SCHP
SCHWAB STRATEGIC TR
+$68.0K
6,055
+21%
增持
VWOB
VANGUARD WHITEHALL FDS
+$65.0K
8,992
+11%
增持
NVS
NOVARTIS AG
+$65.0K
1,682
+68%
增持
PFE
PFIZER INC
+$64.0K
3,662
+4%
减持
SCHV
SCHWAB STRATEGIC TR
+$60.0K
19,983
-4%
减持
ELV
ANTHEM INC
-$59.0K
504
-36%
增持
JNJ
JOHNSON & JOHNSON
+$59.0K
1,974
+14%
增持
SBUX
STARBUCKS CORP
+$56.0K
6,270
+2%
增持
XLU
SELECT SECTOR SPDR TR
+$53.0K
5,519
+3%
建仓
GPN
GLOBAL PMTS INC
+$49.0K
366
建仓
CZR
CAESARS ENTERTAINMENT INC NE
+$49.0K
525
增持
IAGG
ISHARES TR
+$49.0K
15,485
+7%
减持
SPYV
SPDR SER TR
+$48.0K
25,867
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$48.0K
403
-53%
减持
IVV
ISHARES TR
-$48.0K
462
-26%
减持
SCHF
SCHWAB STRATEGIC TR
-$48.0K
13,806
-9%
清仓
IONS
IONIS PHARMACEUTICALS INC
-$46.0K
0
-100%
建仓
OKTA
OKTA INC
+$46.0K
206
减持
VNQ
VANGUARD INDEX FDS
-$45.0K
1,167
-34%
增持
—
SPIRIT AIRLS INC
-$44.0K
22,230
+9%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$44.0K
0
-100%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$42.0K
273
建仓
RS
RELIANCE STEEL & ALUMINUM CO
+$41.0K
250
减持
VTEB
VANGUARD MUN BD FDS
-$41.0K
477
-61%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$41.0K
167
减持
ABBV
ABBVIE INC
+$40.0K
1,620
-3%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$40.0K
1,966
-31%
减持
STZ
CONSTELLATION BRANDS INC
-$38.0K
28
-87%
建仓
—
BLACKROCK INC
+$38.0K
42
建仓
IGF
ISHARES TR
+$38.0K
793
减持
CSCO
CISCO SYS INC
+$37.0K
4,097
-0%
增持
JIG
J P MORGAN EXCHANGE-TRADED F
+$37.0K
4,065
+13%
增持
NKE
NIKE INC
+$36.0K
1,416
+3%
减持
FNDA
SCHWAB STRATEGIC TR
+$36.0K
20,169
-2%
建仓
MELI
MERCADOLIBRE INC
+$36.0K
27
减持
SPY
SPDR S&P 500 ETF TR
+$36.0K
920
-2%
建仓
—
BLUEROCK RESIDENTIAL GWT REI
+$35.0K
1,312
建仓
PFLT
PENNANTPARK FLOATING RATE CA
+$35.0K
2,750
建仓
—
EATON CORP PLC
+$34.0K
194
建仓
IEP
ICAHN ENTERPRISES LP
+$33.0K
660
建仓
DOCU
DOCUSIGN INC
+$32.0K
213
增持
EXPE
EXPEDIA GROUP INC
+$32.0K
212
+506%
建仓
FDUS
FIDUS INVT CORP
+$31.0K
1,742
增持
—
ANNALY CAPITAL MANAGEMENT IN
+$31.0K
124,406
+11%
建仓
—
ASTRAZENECA PLC
+$31.0K
534
建仓
TPVG
TRIPLEPOINT VENTURE GROWTH B
+$31.0K
1,750
建仓
MMM
3M CO
+$30.0K
167
增持
—
SPLUNK INC
+$29.0K
533
+132%
增持
DVY
ISHARES TR
+$29.0K
2,201
+5%
建仓
—
AIR LEASE CORP
+$28.0K
625
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$28.0K
208
增持
—
LAM RESEARCH CORP
+$27.0K
73
+66%
增持
AMD
ADVANCED MICRO DEVICES INC
+$27.0K
580
+7%
增持
—
VMWARE INC
+$27.0K
400
+217%
建仓
RIO
RIO TINTO PLC
+$24.0K
355
建仓
PAYX
PAYCHEX INC
+$23.0K
167
建仓
ABT
ABBOTT LABS
+$23.0K
162
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$23.0K
8,959
-0%
建仓
SO
SOUTHERN CO
+$23.0K
334
增持
VTIP
VANGUARD MALVERN FDS
-$22.0K
27,729
+1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$21.0K
1,170
建仓
DNP
DNP SELECT INCOME FD INC
+$21.0K
1,900
增持
NG
NOVAGOLD RES INC
+$20.0K
63,567
+5%
建仓
OBDC
OWL ROCK CAPITAL CORPORATION
+$20.0K
1,400
建仓
—
DARIOHEALTH CORP
+$19.0K
1,500
建仓
TWLO
TWILIO INC
+$19.0K
73
建仓
VEEV
VEEVA SYS INC
+$19.0K
75
