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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 19
增持 61
减持 61
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
ESGV
VANGUARD WORLD FD
+$7.6M
232,729
+81%
增持
VIGI
VANGUARD WHITEHALL FDS
+$3.7M
72,643
+207%
减持
VTI
VANGUARD INDEX FDS
-$3.2M
198,954
-1%
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。
增持
TLT
ISHARES TR
+$2.0M
16,985
+1122%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$2.0M
238,925
+57%
减持
VXUS
VANGUARD STAR FDS
-$1.2M
9,666
-66%
减持
MBB
ISHARES TR
-$1.0M
461
-95%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.0M
145
-99%
减持
XT
ISHARES TR
-$990.0K
22,036
-36%
减持
AAPL
APPLE INC
-$923.0K
8,386
-38%
减持
MO
ALTRIA GROUP INC
+$865.0K
206,766
-1%
清仓
IAGG
ISHARES TR
-$844.0K
0
-100%
减持
FNDX
SCHWAB STRATEGIC TR
-$803.0K
23,957
-36%
减持
SFM
SPROUTS FMRS MKT INC
-$777.0K
689
-97%
建仓
GO
GROCERY OUTLET HLDG CORP
+$771.0K
23,506
增持
VZ
VERIZON COMMUNICATIONS INC
+$763.0K
16,008
+1498%
建仓
—
PERRIGO CO PLC
+$698.0K
18,155
减持
—
EXXON MOBIL CORP
-$690.0K
1,434
-89%
减持
VWOB
VANGUARD WHITEHALL FDS
-$681.0K
240
-97%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$595.0K
66,191
+28%
增持
EUDG
WISDOMTREE TR
+$592.0K
48,930
+79%
减持
DGRO
ISHARES TR
-$547.0K
87,568
-7%
增持
AMZN
AMAZON COM INC
+$531.0K
886
+25%
减持
KHC
KRAFT HEINZ CO
-$528.0K
3,976
-79%
增持
GLD
SPDR GOLD TR
+$521.0K
11,425
+27%
增持
SCHA
SCHWAB STRATEGIC TR
-$512.0K
20,817
+42%
减持
CVX
CHEVRON CORP NEW
-$508.0K
2,473
-68%
减持
SBUX
STARBUCKS CORP
-$500.0K
2,556
-59%
减持
SCHV
SCHWAB STRATEGIC TR
-$483.0K
13,722
-31%
增持
PLBY
PLBY GROUP INC
-$473.0K
38,829
+5%
增持
SCHP
SCHWAB STRATEGIC TR
+$460.0K
13,853
+129%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$460.0K
8,448
-47%
减持
DFAC
DIMENSIONAL ETF TRUST
-$459.0K
302,298
-0%
减持
DLTR
DOLLAR TREE INC
-$446.0K
1,763
-66%
建仓
—
CAPRI HOLDINGS LIMITED
+$443.0K
8,629
减持
SNOW
SNOWFLAKE INC
-$432.0K
1,410
-37%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$421.0K
871
-89%
减持
NG
NOVAGOLD RES INC
-$418.0K
2,345
-96%
减持
SPYV
SPDR SER TR
-$417.0K
16,029
-38%
减持
META
META PLATFORMS INC
-$417.0K
2,725
-10%
减持
MRK
MERCK & CO INC
-$414.0K
10,510
-37%
清仓
PINS
PINTEREST INC
-$412.0K
0
-100%
建仓
—
DIREXION SHS ETF TR
+$411.0K
22,209
增持
JETS
ETF SER SOLUTIONS
+$399.0K
20,089
+1016%
清仓
—
DERMTECH INC
-$387.0K
0
-100%
减持
EGO
ELDORADO GOLD CORP NEW
-$387.0K
3,459
-92%
减持
—
TRANSOCEAN LTD
+$382.0K
329,327
-19%
增持
MSOS
ADVISORSHARES TR
+$368.0K
17,856
+12746%
建仓
BAX
BAXTER INTL INC
+$363.0K
4,681
减持
SCHD
SCHWAB STRATEGIC TR
-$358.0K
70,521
-4%
减持
SPSM
SPDR SER TR
-$356.0K
18,804
-27%
增持
PENN
PENN NATL GAMING INC
+$336.0K
8,367
+2149%
减持
IWV
ISHARES TR
-$316.0K
9,787
-6%
增持
F
FORD MTR CO DEL
-$314.0K
91,666
+2%
增持
DFAX
DIMENSIONAL ETF TRUST
-$304.0K
261,881
+0%
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$303.0K
13,850
减持
FNDA
SCHWAB STRATEGIC TR
-$294.0K
15,490
-23%
增持
JIG
J P MORGAN EXCHANGE-TRADED F
+$286.0K
9,570
+135%
减持
SCHF
SCHWAB STRATEGIC TR
-$274.0K
7,159
-48%
增持
—
BARRICK GOLD CORP
+$272.0K
44,977
+3%
建仓
PDD
PINDUODUO INC
+$268.0K
6,681
增持
—
ANNALY CAPITAL MANAGEMENT IN
+$259.0K
174,959
+41%
减持
FUTY
FIDELITY COVINGTON TRUST
-$240.0K
12,581
-31%
建仓
ALB
ALBEMARLE CORP
+$220.0K
995
清仓
EFA
ISHARES TR
-$218.0K
0
-100%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$215.0K
0
-100%
建仓
WOOF
PETCO HEALTH & WELLNESS CO I
+$211.0K
10,793
减持
V
VISA INC
-$209.0K
3,147
-25%
减持
SCHO
SCHWAB STRATEGIC TR
-$208.0K
1,009
-80%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
-$201.0K
34,862
+0%
建仓
DECK
DECKERS OUTDOOR CORP
+$192.0K
701
减持
FNDF
SCHWAB STRATEGIC TR
-$190.0K
18,670
-23%
增持
GOOGL
ALPHABET INC
+$188.0K
598
+17%
增持
CHWY
CHEWY INC
+$185.0K
16,307
+100%
减持
FREL
FIDELITY COVINGTON TRUST
-$183.0K
21,598
-15%
减持
XSOE
WISDOMTREE TR
-$182.0K
24
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$180.0K
7,200
+8%
减持
IFLN
INVESCO EXCH TRADED FD TR II
-$179.0K
37,571
-16%
建仓
VOE
VANGUARD INDEX FDS
+$168.0K
1,125
减持
ELV
ANTHEM INC
-$165.0K
140
-72%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$164.0K
49,844
+0%
增持
EMXC
ISHARES INC
+$163.0K
37,689
+13%
增持
BABA
ALIBABA GROUP HLDG LTD
+$158.0K
3,995
+71%
清仓
EMHY
ISHARES INC
-$154.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$152.0K
6,783
+2%
增持
PM
PHILIP MORRIS INTL INC
-$147.0K
189,217
+0%
减持
USMV
ISHARES TR
-$135.0K
35,981
-1%
增持
EWC
ISHARES INC
+$134.0K
22,962
+12%
减持
IVV
ISHARES TR
-$132.0K
194
-58%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$123.0K
6,934
-23%
增持
EWJ
ISHARES INC
+$109.0K
32,731
+15%
增持
RH
RH
-$107.0K
896
+20%
减持
T
AT&T INC
-$106.0K
76,067
-2%
减持
VO
VANGUARD INDEX FDS
-$104.0K
1,858
-13%
增持
JBLU
JETBLUE AWYS CORP
+$104.0K
44,340
+13%
减持
JNJ
JOHNSON & JOHNSON
-$92.0K
1,389
-30%
增持
SCHG
SCHWAB STRATEGIC TR
-$89.0K
11,340
+98%
增持
EEM
ISHARES TR
+$88.0K
20,417
+20%
增持
AMGN
AMGEN INC
+$86.0K
2,205
+11%
减持
NEM
NEWMONT CORP
+$80.0K
6,247
-7%
减持
CSCO
CISCO SYS INC
-$79.0K
3,242
-21%
减持
VNQ
VANGUARD INDEX FDS
-$75.0K
554
-53%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$72.0K
447
-77%
增持
ROP
ROPER TECHNOLOGIES INC
+$71.0K
192
+368%
减持
PFE
PFIZER INC
-$70.0K
2,829
-23%
增持
—
SPIRIT AIRLS INC
+$69.0K
25,365
+14%
增持
EWA
ISHARES INC
+$64.0K
23,833
+4%
增持
MDLZ
MONDELEZ INTL INC
+$60.0K
34,149
+9%
增持
OEF
ISHARES TR
-$58.0K
5,816
+0%
增持
DBP
INVESCO DB MULTI-SECTOR COMM
+$58.0K
1,126
+56200%
增持
CRM
SALESFORCE COM INC
-$54.0K
1,396
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$51.0K
1,391
-23%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$50.0K
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$43.0K
28,662
+3%
建仓
—
ASML HOLDING N V
+$43.0K
64
增持
HYGV
FLEXSHARES TR
-$41.0K
72,145
+4%
增持
QQQ
INVESCO QQQ TR
+$36.0K
1,860
+16%
减持
NVS
NOVARTIS AG
-$36.0K
1,262
-25%
减持
SPY
SPDR S&P 500 ETF TR
-$33.0K
895
-3%
减持
RWO
SPDR INDEX SHS FDS
-$28.0K
1,102
-29%
增持
XLF
SELECT SECTOR SPDR TR
+$28.0K
10,664
+9%
清仓
VTEB
VANGUARD MUN BD FDS
-$26.0K
0
-100%
清仓
JNK
SPDR SER TR
-$26.0K
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$26.0K
476
+11%
减持
BIDU
BAIDU INC
-$24.0K
554
-15%
增持
QDEF
FLEXSHARES TR
-$24.0K
9,412
+0%
增持
PANW
PALO ALTO NETWORKS INC
+$20.0K
63
+80%
减持
FNDB
SCHWAB STRATEGIC TR
-$20.0K
1,107
-24%
建仓
TER
TERADYNE INC
+$20.0K
171
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$19.0K
2,151
+1%
建仓
GD
GENERAL DYNAMICS CORP
+$19.0K
79
增持
ENB
ENBRIDGE INC
+$19.0K
1,448
+17%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$19.0K
2,145
+4%
建仓
ALGN
ALIGN TECHNOLOGY INC
+$18.0K
41
增持
QDF
FLEXSHARES TR
-$18.0K
9,636
+0%
增持
—
SPLUNK INC
+$18.0K
537
+1%
增持
NOW
SERVICENOW INC
-$16.0K
233
+4%
建仓
AVGO
BROADCOM INC
+$16.0K
25
增持
XSMO
INVESCO EXCHANGE TRADED FD T
-$15.0K
3,240
+0%
增持
OKTA
OKTA INC
-$14.0K
212
+3%
减持
SJNK
SPDR SER TR
-$13.0K
91
-84%
增持
IEUS
ISHARES TR
-$12.0K
4,763
+9%
建仓
SHEL
SHELL PLC
+$12.0K
216
建仓
BCE
BCE INC
+$12.0K
212
增持
EXPE
EXPEDIA GROUP INC
+$12.0K
254
+20%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$11.0K
356
-12%
增持
GILD
GILEAD SCIENCES INC
-$11.0K
1,525
+8%
减持
XNIEX
VIRTUS ALLIANZGI EQUITY & CO
-$10.0K
1,497
-12%
减持
ACWI
ISHARES TR
-$10.0K
965
-4%
建仓
ZS
ZSCALER INC
+$9.0K
36
