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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 7
增持 53
减持 78
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$5.7M
16,686
-87%
减持
PM
PHILIP MORRIS INTL INC
-$3.6M
221,096
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.9M
117,522
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。
+72%
增持
VTI
VANGUARD INDEX FDS
-$1.4M
206,414
+1%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$1.0M
0
-100%
增持
ESGV
VANGUARD WORLD FD
-$810.0K
255,378
+0%
减持
VIGI
VANGUARD WHITEHALL FDS
-$647.0K
70,112
-4%
减持
SCHP
SCHWAB STRATEGIC TR
-$625.0K
8,164
-57%
增持
VOO
VANGUARD INDEX FDS
+$608.0K
2,519
+299%
减持
—
SPIRIT AIRLS INC
-$571.0K
19,778
-50%
清仓
—
CONFLUENT INC
-$569.0K
0
-100%
减持
T
AT&T INC
-$531.0K
66,911
-10%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$515.0K
30,010
增持
IDHQ
INVESCO EXCH TRADED FD TR II
-$511.0K
290,625
+4%
减持
PDD
PINDUODUO INC
-$507.0K
2,731
-75%
增持
QQQ
INVESCO QQQ TR
+$503.0K
4,147
+92%
减持
CHWY
CHEWY INC
-$468.0K
2,330
-85%
增持
BAX
BAXTER INTL INC
+$455.0K
14,043
+200%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$441.0K
66,392
+0%
增持
—
DIREXION SHS ETF TR
+$434.0K
23,388
+153%
减持
MO
ALTRIA GROUP INC
-$422.0K
229,017
-1%
减持
MDLZ
MONDELEZ INTL INC
-$356.0K
48,905
-0%
增持
AMPL
AMPLITUDE INC
+$332.0K
44,162
+80%
减持
JETS
ETF SER SOLUTIONS
-$304.0K
1,800
-91%
增持
GOOGL
ALPHABET INC
-$302.0K
10,808
+1663%
建仓
GOTU
GAOTU TECHEDU INC
+$299.0K
247,256
清仓
WOOF
PETCO HEALTH & WELLNESS CO I
-$286.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$282.0K
13,123
-21%
增持
—
TRANSOCEAN LTD
+$247.0K
548,147
+65%
建仓
—
DIREXION SHS ETF TR
+$242.0K
4,362
清仓
—
NORWEGIAN CRUISE LINE HLDG L
-$229.0K
0
-100%
减持
TLT
ISHARES TR
-$213.0K
11,472
-5%
增持
FUTY
FIDELITY COVINGTON TRUST
+$205.0K
13,524
+67%
建仓
—
PROSHARES TR
+$200.0K
10,152
建仓
—
INVESTMENT MANAGERS SER TR I
+$200.0K
4,719
增持
SPYV
SPDR SER TR
+$196.0K
20,029
+49%
清仓
SNOW
SNOWFLAKE INC
-$185.0K
0
-100%
减持
USMV
ISHARES TR
-$183.0K
35,196
-2%
增持
FNDF
SCHWAB STRATEGIC TR
+$177.0K
21,775
+66%
减持
AAPL
APPLE INC
-$158.0K
6,893
-15%
增持
EUDG
WISDOMTREE TR
-$157.0K
50,122
+0%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
-$157.0K
35,881
+1%
减持
ALB
ALBEMARLE CORP
-$155.0K
199
-80%
减持
META
META PLATFORMS INC
-$149.0K
2,138
-22%
增持
SPSM
SPDR SER TR
+$147.0K
20,152
+35%
增持
FNDX
SCHWAB STRATEGIC TR
+$146.0K
25,566
+21%
清仓
XSMO
INVESCO EXCHANGE TRADED FD T
-$138.0K
0
-100%
减持
HTGC
HERCULES CAPITAL INC
-$132.0K
9,759
-46%
增持
DGRO
ISHARES TR
-$125.0K
85,344
+4%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$116.0K
60,373
+1%
减持
REGN
REGENERON PHARMACEUTICALS
-$114.0K
40
-83%
减持
VTIP
VANGUARD MALVERN FDS
-$112.0K
29,043
-4%
减持
CVX
CHEVRON CORP NEW
-$110.0K
1,727
-30%
增持
SHYG
ISHARES TR
+$106.0K
4,163
+182%
增持
VNQI
VANGUARD INTL EQUITY INDEX F
+$100.0K
9,085
+63%
增持
SCHV
SCHWAB STRATEGIC TR
+$98.0K
14,496
+21%
增持
IFLN
INVESCO EXCH TRADED FD TR II
+$97.0K
40,885
+20%
增持
—
BARRICK GOLD CORP
-$94.0K
59,085
+4%
减持
ARCC
ARES CAPITAL CORP
-$92.0K
4,302
-53%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$90.0K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$70.0K
2,185
+328%
增持
SCHA
SCHWAB STRATEGIC TR
+$69.0K
20,942
+13%
增持
PXF
INVESCO EXCH TRADED FD TR II
+$59.0K
2,011
+570%
增持
SPYD
SPDR SER TR
+$56.0K
1,738
+1059%
减持
V
VISA INC
-$49.0K
2,449
-0%
增持
FNDB
SCHWAB STRATEGIC TR
+$48.0K
1,813
+148%
增持
IWV
ISHARES TR
-$47.0K
10,128
+3%
增持
RWO
SPDR INDEX SHS FDS
+$44.0K
1,632
+280%
建仓
SHV
ISHARES TR
+$44.0K
400
清仓
GBDC
GOLUB CAP BDC INC
-$42.0K
0
-100%
增持
—
PERRIGO CO PLC
+$40.0K
21,790
+20%
减持
NVS
NOVARTIS AG
-$39.0K
897
-29%
减持
INTU
INTUIT
-$39.0K
189
-35%
增持
IVV
ISHARES TR
+$39.0K
309
+63%
减持
ABBV
ABBVIE INC
-$38.0K
1,566
-3%
增持
QDEF
FLEXSHARES TR
-$38.0K
9,457
+0%
增持
VYM
VANGUARD WHITEHALL FDS
-$36.0K
5,471
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$36.0K
1,035
+17%
减持
WBD
WARNER BROS DISCOVERY INC
-$36.0K
17,833
-1%
减持
NMFC
NEW MTN FIN CORP
-$35.0K
7,600
-27%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$33.0K
2,847
-51%
清仓
PFLT
PENNANTPARK FLOATING RATE CA
-$32.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$32.0K
742
-8%
清仓
PANW
PALO ALTO NETWORKS INC
-$31.0K
0
-100%
增持
HYGV
FLEXSHARES TR
-$31.0K
46,075
+2%
增持
QDF
FLEXSHARES TR
-$31.0K
9,725
+0%
增持
CRM
SALESFORCE INC
-$30.0K
1,474
+1%
增持
FNDA
SCHWAB STRATEGIC TR
-$30.0K
16,265
+2%
减持
BCSF
BAIN CAP SPECIALTY FIN INC
-$25.0K
3,583
-28%
清仓
—
MANTECH INTERNATIONAL CORP
-$24.0K
0
-100%
增持
NOW
SERVICENOW INC
-$23.0K
251
+1%
减持
JNJ
JOHNSON & JOHNSON
-$22.0K
818
-7%
增持
SCHG
SCHWAB STRATEGIC TR
-$18.0K
10,740
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$18.0K
6,895
-4%
减持
VOE
VANGUARD INDEX FDS
-$17.0K
525
-16%
减持
AMD
ADVANCED MICRO DEVICES INC
-$15.0K
1,113
-1%
增持
GO
GROCERY OUTLET HLDG CORP
-$15.0K
18,504
+25%
增持
LDUR
PIMCO ETF TR
-$14.0K
15,961
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$14.0K
3
-90%
减持
FDUS
FIDUS INVT CORP
-$13.0K
992
-43%
减持
KLAC
KLA CORP
-$11.0K
22
-60%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$11.0K
20,636
+7%
建仓
VPU
VANGUARD WORLD FDS
+$11.0K
78
减持
HD
HOME DEPOT INC
-$11.0K
494
-8%
减持
ORCL
ORACLE CORP
-$10.0K
640
-9%
减持
AME
AMETEK INC
-$8.0K
72
-50%
增持
VGSH
VANGUARD SCOTTSDALE FDS
-$8.0K
8,471
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$8.0K
2,210
+3%
减持
AMT
AMERICAN TOWER CORP NEW
-$7.0K
10
-72%
增持
VO
VANGUARD INDEX FDS
+$7.0K
1,954
+7%
增持
FREL
FIDELITY COVINGTON TRUST
-$5.0K
23,728
+13%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$5.0K
526
-4%
减持
KO
COCA COLA CO
-$5.0K
188
-28%
减持
NSC
NORFOLK SOUTHN CORP
-$4.0K
18
-50%
减持
CME
CME GROUP INC
-$3.0K
5
-75%
减持
ABT
ABBOTT LABS
-$3.0K
155
-4%
减持
MU
MICRON TECHNOLOGY INC
-$3.0K
209
-10%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$3.0K
100
+30%
减持
MGM
MGM RESORTS INTERNATIONAL
-$3.0K
33
-75%
减持
TFC
TRUIST FINL CORP
-$2.0K
17
-75%
减持
LLY
LILLY ELI & CO
-$2.0K
1,669
-0%
增持
VNQ
VANGUARD INDEX FDS
+$2.0K
375
+21%
减持
PEP
PEPSICO INC
-$2.0K
36
-25%
减持
JPM
JPMORGAN CHASE & CO
-$2.0K
24
-50%
减持
—
ACCENTURE PLC IRELAND
-$2.0K
18
-25%
减持
AIG
AMERICAN INTL GROUP INC
-$2.0K
84
-25%
减持
SPGI
S&P GLOBAL INC
-$2.0K
4
-50%
减持
GILD
GILEAD SCIENCES INC
-$2.0K
1,372
-3%
减持
BSX
BOSTON SCIENTIFIC CORP
-$2.0K
48
-50%
减持
CSX
CSX CORP
-$2.0K
144
-25%
减持
APD
AIR PRODS & CHEMS INC
-$1.0K
6
-25%
减持
CMCSA
COMCAST CORP NEW
-$1.0K
24
-40%
减持
CE
CELANESE CORP DEL
-$1.0K
21
-25%
减持
SYF
SYNCHRONY FINANCIAL
-$1.0K
102
-25%
减持
CNC
CENTENE CORP DEL
-$1.0K
33
-25%
减持
—
PIONEER NAT RES CO
-$1.0K
6
-25%
减持
—
MEDTRONIC PLC
-$1.0K
20
-29%
清仓
FMC
FMC CORP
-$1.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$1.0K
21
-25%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.0K
33
-25%
减持
COST
COSTCO WHSL CORP NEW
-$1.0K
143
-1%
减持
YUM
YUM BRANDS INC
-$1.0K
118
-5%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.0K
6
-25%
减持
TXN
TEXAS INSTRS INC
-$1.0K
18
-25%
减持
—
TRANE TECHNOLOGIES PLC
-$1.0K
21
-25%
减持
EXC
EXELON CORP
-$1.0K
33
-25%
减持
—
EATON CORP PLC
+$1.0K
187
-4%
减持
VLO
VALERO ENERGY CORP
-$1.0K
21
-25%
减持
ITW
ILLINOIS TOOL WKS INC
-$1.0K
15
-25%
减持
DE
DEERE & CO
-$1.0K
12
-25%
