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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 7
增持 47
减持 64
清仓 32
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
-$6.9M
203,567
+2%
增持
PM
PHILIP MORRIS INTL INC
+$4.2M
222,044
+17%
增持
ESGV
VANGUARD WORLD FD
-$2.0M
254,150
+9%
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
HYGV
FLEXSHARES TR
-$1.5M
45,360
-37%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.2M
19,345
+55%
增持
MO
ALTRIA GROUP INC
-$1.1M
231,502
+12%
增持
AMZN
AMAZON COM INC
-$1.1M
16,620
+1776%
减持
GLD
SPDR GOLD TR
-$953.0K
6,593
-42%
增持
MDLZ
MONDELEZ INTL INC
+$893.0K
48,911
+43%
减持
TLT
ISHARES TR
-$855.0K
12,079
-29%
减持
DGRO
ISHARES TR
-$757.0K
82,292
-6%
增持
VIGI
VANGUARD WHITEHALL FDS
-$749.0K
72,771
+0%
减持
SCHD
SCHWAB STRATEGIC TR
-$682.0K
68,147
-3%
清仓
JBLU
JETBLUE AWYS CORP
-$663.0K
0
-100%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$617.0K
66,352
+0%
建仓
—
CONFLUENT INC
+$569.0K
24,502
减持
VXUS
VANGUARD STAR FDS
-$541.0K
698
-93%
减持
F
FORD MTR CO DEL
-$535.0K
91,166
-1%
增持
IWV
ISHARES TR
-$424.0K
9,863
+1%
减持
AMGN
AMGEN INC
-$412.0K
498
-77%
增持
PDD
PINDUODUO INC
+$410.0K
10,963
+64%
减持
MSFT
MICROSOFT CORP
-$407.0K
6,556
-3%
增持
—
TRANSOCEAN LTD
-$398.0K
332,477
+1%
增持
—
SPIRIT AIRLS INC
+$388.0K
39,571
+56%
减持
PLBY
PLBY GROUP INC
-$380.0K
20,064
-48%
减持
AAPL
APPLE INC
-$353.0K
8,128
-3%
建仓
AMPL
AMPLITUDE INC
+$351.0K
24,536
增持
SPGP
INVESCO EXCHANGE TRADED FD T
-$339.0K
35,698
+2%
增持
GOOGL
ALPHABET INC
-$327.0K
613
+3%
减持
FNDX
SCHWAB STRATEGIC TR
-$326.0K
21,118
-12%
增持
MGK
VANGUARD WORLD FD
-$294.0K
5,519
+0%
清仓
DLTR
DOLLAR TREE INC
-$282.0K
0
-100%
减持
USMV
ISHARES TR
-$282.0K
35,734
-1%
减持
SCHA
SCHWAB STRATEGIC TR
-$263.0K
18,544
-11%
减持
SPSM
SPDR SER TR
-$252.0K
14,977
-20%
建仓
WBD
WARNER BROS DISCOVERY INC
+$241.0K
17,953
减持
T
AT&T INC
-$240.0K
74,292
-2%
增持
XT
ISHARES TR
-$240.0K
22,130
+0%
减持
FUTY
FIDELITY COVINGTON TRUST
-$237.0K
8,112
-36%
减持
SCHF
SCHWAB STRATEGIC TR
-$235.0K
900
-87%
减持
SCHG
SCHWAB STRATEGIC TR
-$231.0K
10,640
-6%
减持
FNDF
SCHWAB STRATEGIC TR
-$231.0K
13,094
-30%
减持
SCHV
SCHWAB STRATEGIC TR
-$230.0K
12,012
-12%
建仓
VOO
VANGUARD INDEX FDS
+$219.0K
631
减持
—
ANNALY CAPITAL MANAGEMENT IN
-$218.0K
171,559
-2%
增持
EUDG
WISDOMTREE TR
-$217.0K
50,011
+2%
减持
V
VISA INC
-$214.0K
2,458
-22%
增持
OEF
ISHARES TR
-$207.0K
5,832
+0%
增持
SCHP
SCHWAB STRATEGIC TR
+$207.0K
18,783
+36%
减持
MRK
MERCK & CO INC
-$182.0K
7,464
-29%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
-$181.0K
278,926
+17%
减持
SPYV
SPDR SER TR
-$174.0K
13,444
-16%
增持
KHC
KRAFT HEINZ CO
+$168.0K
8,510
+114%
减持
—
DIREXION SHS ETF TR
-$144.0K
9,233
-58%
增持
RH
RH
+$142.0K
2,047
+128%
减持
GO
GROCERY OUTLET HLDG CORP
-$140.0K
14,803
-37%
减持
SNOW
SNOWFLAKE INC
-$138.0K
1,330
-6%
减持
GSBD
GOLDMAN SACHS BDC INC
-$137.0K
4,313
-59%
减持
NEM
NEWMONT CORP
-$133.0K
6,086
-3%
减持
FREL
FIDELITY COVINGTON TRUST
-$127.0K
21,081
-2%
减持
CHWY
CHEWY INC
-$125.0K
15,551
-5%
减持
IFLN
INVESCO EXCH TRADED FD TR II
-$115.0K
34,134
-9%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$113.0K
5,590
-19%
减持
PENN
PENN NATL GAMING INC
-$112.0K
7,995
-4%
减持
NVDA
NVIDIA CORPORATION
-$107.0K
806
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$106.0K
1,409
+1%
增持
FNDA
SCHWAB STRATEGIC TR
-$106.0K
15,963
+3%
减持
CSCO
CISCO SYS INC
-$104.0K
1,802
-44%
减持
XLF
SELECT SECTOR SPDR TR
-$102.0K
9,764
-8%
减持
SHYG
ISHARES TR
-$100.0K
1,477
-59%
增持
EGO
ELDORADO GOLD CORP NEW
+$94.0K
20,855
+503%
增持
—
BARRICK GOLD CORP
-$93.0K
57,085
+27%
减持
JNJ
JOHNSON & JOHNSON
-$90.0K
879
-37%
减持
VOE
VANGUARD INDEX FDS
-$87.0K
625
-44%
减持
VO
VANGUARD INDEX FDS
-$82.0K
1,830
-2%
增持
QDF
FLEXSHARES TR
-$80.0K
9,680
+0%
减持
IGV
ISHARES TR
-$76.0K
842
-4%
增持
WOOF
PETCO HEALTH & WELLNESS CO I
+$75.0K
19,429
+80%
建仓
—
TWITTER INC
+$75.0K
2,000
增持
—
NORWEGIAN CRUISE LINE HLDG L
-$74.0K
20,576
+49%
减持
SPY
SPDR S&P 500 ETF TR
-$70.0K
885
-1%
增持
QQQ
INVESCO QQQ TR
-$69.0K
2,157
+16%
清仓
HYG
ISHARES TR
-$66.0K
0
-100%
清仓
NET
CLOUDFLARE INC
-$64.0K
0
-100%
增持
QDEF
FLEXSHARES TR
-$60.0K
9,434
+0%
清仓
DBP
INVESCO DB MULTI-SECTOR COMM
-$58.0K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
-$56.0K
5,457
+0%
清仓
XLK
SELECT SECTOR SPDR TR
-$55.0K
0
-100%
增持
CRM
SALESFORCE INC
-$54.0K
1,464
+5%
清仓
SCHO
SCHWAB STRATEGIC TR
-$50.0K
0
-100%
清仓
EXPE
EXPEDIA GROUP INC
-$50.0K
0
-100%
减持
PNNT
PENNANTPARK INVT CORP
-$49.0K
5,390
-49%
清仓
MBB
ISHARES TR
-$47.0K
0
-100%
减持
LLY
LILLY ELI & CO
-$46.0K
1,672
-19%
减持
XLY
SELECT SECTOR SPDR TR
-$42.0K
333
-30%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$42.0K
2,142
-0%
增持
VTIP
VANGUARD MALVERN FDS
+$41.0K
30,099
+5%
减持
RWO
SPDR INDEX SHS FDS
-$41.0K
429
-61%
减持
XLU
SELECT SECTOR SPDR TR
-$38.0K
5,319
-4%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$37.0K
492
+3%
减持
VYMI
VANGUARD WHITEHALL FDS
-$35.0K
1,700
-15%
减持
XLE
SELECT SECTOR SPDR TR
-$35.0K
7,195
-0%
清仓
—
ASPEN TECHNOLOGY INC
-$33.0K
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
-$32.0K
2,218
+3%
减持
VNQ
VANGUARD INDEX FDS
-$32.0K
309
-44%
增持
—
SPLUNK INC
-$32.0K
544
+1%
减持
XSMO
INVESCO EXCHANGE TRADED FD T
-$30.0K
3,135
-3%
清仓
TDTT
FLEXSHARES TR
-$29.0K
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$27.0K
59,874
+20%
减持
FNDB
SCHWAB STRATEGIC TR
-$27.0K
730
-34%
减持
GBDC
GOLUB CAP BDC INC
-$26.0K
3,250
-28%
增持
AMD
ADVANCED MICRO DEVICES INC
+$23.0K
1,122
+93%
清仓
SONY
SONY GROUP CORPORATION
-$23.0K
0
-100%
清仓
SCCO
SOUTHERN COPPER CORP
-$23.0K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$22.0K
546
-37%
清仓
SFM
SPROUTS FMRS MKT INC
-$22.0K
0
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$21.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$20.0K
213
-40%
清仓
GD
GENERAL DYNAMICS CORP
-$19.0K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$18.0K
604
+113%
清仓
NG
NOVAGOLD RES INC
-$18.0K
0
-100%
清仓
VWOB
VANGUARD WHITEHALL FDS
-$17.0K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$17.0K
0
-100%
清仓
IEFA
ISHARES TR
-$17.0K
0
-100%
清仓
AVGO
BROADCOM INC
-$16.0K
0
-100%
增持
MELI
MERCADOLIBRE INC
-$16.0K
36
+9%
减持
IVV
ISHARES TR
-$16.0K
190
-2%
减持
ENB
ENBRIDGE INC
-$15.0K
1,238
-15%
清仓
—
OAKTREE SPECIALTY LENDING CO
-$15.0K
0
-100%
减持
TPVG
TRIPLEPOINT VENTURE GROWTH B
-$14.0K
1,300
-26%
清仓
XPH
SPDR SER TR
-$14.0K
0
-100%
建仓
FWRG
FIRST WATCH RESTAURANT GROUP
+$14.0K
1,000
减持
SLB
SCHLUMBERGER LTD
-$13.0K
350
-44%
清仓
HYLB
DBX ETF TR
-$12.0K
0
-100%
增持
NOW
SERVICENOW INC
-$12.0K
249
+7%
减持
BIDU
BAIDU INC
-$12.0K
410
-26%
清仓
BCE
BCE INC
-$12.0K
0
-100%
清仓
USHY
ISHARES TR
-$12.0K
0
-100%
清仓
HYS
PIMCO ETF TR
-$11.0K
0
-100%
清仓
SCHH
SCHWAB STRATEGIC TR
-$11.0K
0
-100%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$11.0K
0
-100%
增持
ABBNY
ABB LTD
-$11.0K
2,750
+5%
建仓
LEG
LEGGETT & PLATT INC
+$10.0K
300
减持
PXF
INVESCO EXCH TRADED FD TR II
-$9.0K
300
-33%
增持
OKTA
OKTA INC
-$9.0K
251
+18%
清仓
—
OUSTER INC
-$8.0K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$8.0K
0
-100%
增持
GPN
GLOBAL PMTS INC
-$7.0K
366
+6%
清仓
CTAS
CINTAS CORP
-$7.0K
0
-100%
增持
ALGN
ALIGN TECHNOLOGY INC
-$6.0K
50
+22%