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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 6
增持 33
减持 66
清仓 45
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB STRATEGIC TR
+$13.9M
287,315
+144%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$6.7M
0
-100%
建仓
SCHO
SCHWAB STRATEGIC TR
+$6.6M
136,269
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
DFAX
DIMENSIONAL ETF TRUST
-$4.8M
4,709
-98%
减持
VTI
VANGUARD INDEX FDS
-$4.3M
171,389
-17%
减持
PM
PHILIP MORRIS INTL INC
+$3.6M
217,147
-2%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$2.6M
8,804
-87%
减持
EMXC
ISHARES INC
-$1.6M
590
-98%
增持
IWV
ISHARES TR
+$1.3M
15,521
+53%
增持
XLE
SELECT SECTOR SPDR TR
+$1.3M
20,188
+193%
增持
XLV
SELECT SECTOR SPDR TR
+$1.2M
9,333
+3129%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$1.1M
290,973
+0%
减持
MO
ALTRIA GROUP INC
+$968.8K
223,513
-2%
减持
VTIP
VANGUARD MALVERN FDS
-$917.7K
10,261
-65%
减持
EWJ
ISHARES INC
-$853.6K
13,693
-58%
清仓
GUNR
FLEXSHARES TR
-$828.0K
0
-100%
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$740.0K
0
-100%
减持
FNDX
SCHWAB STRATEGIC TR
-$716.0K
9,450
-63%
建仓
UUP
INVESCO DB US DLR INDEX TR
+$708.5K
25,477
清仓
EWC
ISHARES INC
-$706.0K
0
-100%
清仓
—
DIREXION SHS ETF TR
-$701.0K
0
-100%
减持
IFLN
INVESCO EXCH TRADED FD TR II
-$654.9K
1,000
-98%
减持
FNDA
SCHWAB STRATEGIC TR
-$646.4K
975
-94%
减持
EUDG
WISDOMTREE TR
-$638.1K
19,024
-62%
减持
SPYV
SPDR SER TR
-$600.4K
2,330
-88%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$583.8K
18,571
+119%
减持
MDLZ
MONDELEZ INTL INC
+$576.7K
48,878
-0%
增持
VIGI
VANGUARD WHITEHALL FDS
+$563.8K
70,513
+1%
减持
ESGV
VANGUARD WORLD FD
+$553.3K
252,343
-1%
减持
AMZN
AMAZON COM INC
-$494.5K
11,768
-10%
清仓
EWA
ISHARES INC
-$468.0K
0
-100%
减持
TLT
ISHARES TR
-$455.2K
7,230
-37%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$435.9K
45,107
+50%
清仓
SCHP
SCHWAB STRATEGIC TR
-$423.0K
0
-100%
减持
T
AT&T INC
-$405.6K
33,699
-50%
增持
SCHV
SCHWAB STRATEGIC TR
+$403.3K
18,954
+31%
增持
TWLO
TWILIO INC
+$382.6K
7,977
+6718%
清仓
VNQI
VANGUARD INTL EQUITY INDEX F
-$347.0K
0
-100%
减持
USMV
ISHARES TR
-$340.8K
27,535
-22%
清仓
GOTU
GAOTU TECHEDU INC
-$299.0K
0
-100%
增持
—
PERRIGO CO PLC
+$280.5K
31,020
+42%
减持
—
BARRICK GOLD CORP
-$276.6K
37,219
-37%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$274.8K
29,089
+922%
减持
JIG
J P MORGAN EXCHANGE TRADED F
-$253.5K
3,743
-61%
清仓
—
DIREXION SHS ETF TR
-$242.0K
0
-100%
清仓
BIIB
BIOGEN INC
-$239.0K
0
-100%
减持
DGRO
ISHARES TR
-$230.6K
71,288
-16%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
+$221.8K
35,192
-2%
增持
JNJ
JOHNSON & JOHNSON
+$211.9K
1,958
+139%
清仓
IGV
ISHARES TR
-$211.0K
0
-100%
清仓
WBD
WARNER BROS DISCOVERY INC
-$205.0K
0
-100%
减持
GLD
SPDR GOLD TR
-$204.9K
4,805
-27%
清仓
—
INVESTMENT MANAGERS SER TR I
-$200.0K
0
-100%
清仓
—
PROSHARES TR
-$200.0K
0
-100%
增持
SHV
ISHARES TR
+$197.8K
2,200
+450%
清仓
IEUS
ISHARES TR
-$195.0K
0
-100%
增持
HYGV
FLEXSHARES TR
+$172.0K
49,512
+7%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$168.0K
50,704
-16%
清仓
SHYG
ISHARES TR
-$166.0K
0
-100%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$165.6K
20,728
+0%
建仓
DKNG
DRAFTKINGS INC NEW
+$148.5K
13,035
建仓
TQQQ
PROSHARES TR
+$145.9K
8,431
增持
FNDF
SCHWAB STRATEGIC TR
+$141.9K
23,733
+9%
建仓
VDE
VANGUARD WORLD FDS
+$136.4K
1,125
减持
OEF
ISHARES TR
-$135.3K
4,764
-18%
增持
FREL
FIDELITY COVINGTON TRUST
+$133.8K
28,289
+19%
减持
SPSM
SPDR SER TR
-$113.8K
15,478
-23%
清仓
NUS
NU SKIN ENTERPRISES INC
-$113.0K
0
-100%
清仓
AMGN
AMGEN INC
-$112.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$95.4K
2,625
+4%
清仓
SCJ
ISHARES INC
-$92.0K
0
-100%
增持
PENN
PENN ENTERTAINMENT INC
+$88.7K
10,395
+30%
清仓
—
TWITTER INC
-$88.0K
0
-100%
增持
V
VISA INC
+$85.2K
2,504
+2%
减持
—
CAPRI HOLDINGS LIMITED
-$85.1K
4,307
-50%
清仓
FNDB
SCHWAB STRATEGIC TR
-$85.0K
0
-100%
减持
—
TRANSOCEAN LTD
-$82.5K
278,833
-49%
减持
LLY
LILLY ELI & CO
-$79.4K
1,259
-25%
增持
VYM
VANGUARD WHITEHALL FDS
+$74.8K
5,487
+0%
清仓
CHWY
CHEWY INC
-$72.0K
0
-100%
增持
IVV
ISHARES TR
+$63.8K
455
+47%
清仓
RWO
SPDR INDEX SHS FDS
-$63.0K
0
-100%
清仓
GSBD
GOLDMAN SACHS BDC INC
-$62.0K
0
-100%
清仓
SPYD
SPDR SER TR
-$62.0K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$61.5K
1,564
-29%
增持
GO
GROCERY OUTLET HLDG CORP
+$59.3K
23,133
+25%
减持
SCHG
SCHWAB STRATEGIC TR
-$59.2K
9,715
-10%
减持
KHC
KRAFT HEINZ CO
-$57.2K
5,572
-35%
减持
VO
VANGUARD INDEX FDS
-$56.4K
1,524
-22%
增持
QDF
FLEXSHARES TR
+$54.3K
9,777
+1%
增持
QDEF
FLEXSHARES TR
+$53.9K
9,483
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$52.6K
830
-20%
减持
FUTY
FIDELITY COVINGTON TRUST
-$51.1K
11,406
-16%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$50.1K
1,208
-46%
减持
XT
ISHARES TR
+$39.7K
21,667
-2%
增持
BAX
BAXTER INTL INC
-$37.2K
14,103
+0%
减持
MRK
MERCK & CO INC
-$36.6K
5,466
-27%
清仓
—
BLUEROCK RESIDENTIAL GWT REI
-$35.0K
0
-100%
减持
CSCO
CISCO SYS INC
-$33.4K
810
-55%
减持
XLF
SELECT SECTOR SPDR TR
+$32.8K
9,614
-2%
清仓
VXUS
VANGUARD STAR FDS
-$32.0K
0
-100%
清仓
NRG
NRG ENERGY INC
-$27.0K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$26.8K
2,653
+21%
减持
GILD
GILEAD SCIENCES INC
+$26.6K
1,300
-5%
减持
ABBV
ABBVIE INC
+$25.6K
1,458
-7%
减持
NVDA
NVIDIA CORPORATION
-$25.4K
442
-40%
减持
BCSF
BAIN CAP SPECIALTY FIN INC
-$24.2K
1,583
-56%
减持
VZ
VERIZON COMMUNICATIONS INC
+$22.2K
15,996
-0%
清仓
XLC
SELECT SECTOR SPDR TR
-$21.0K
0
-100%
清仓
IBB
ISHARES TR
-$20.0K
0
-100%
清仓
RIO
RIO TINTO PLC
-$20.0K
0
-100%
清仓
PRFZ
INVESCO EXCHANGE TRADED FD T
-$15.0K
0
-100%
减持
BIDU
BAIDU INC
-$12.5K
310
-24%
减持
INTU
INTUIT
-$12.3K
156
-17%
清仓
LEG
LEGGETT & PLATT INC
-$10.0K
0
-100%
减持
PXF
INVESCO EXCH TRADED FD TR II
+$9.3K
1,933
-4%
增持
VNQ
VANGUARD INDEX FDS
+$8.7K
469
+25%
增持
MGK
VANGUARD WORLD FD
-$8.6K
5,541
+0%
减持
XLU
SELECT SECTOR SPDR TR
-$8.3K
4,819
-9%
清仓
SCHW
SCHWAB CHARLES CORP
-$8.0K
0
-100%
减持
TPVG
TRIPLEPOINT VENTURE GROWTH B
-$7.2K
650
-50%
减持
ROP
ROPER TECHNOLOGIES INC
-$7.2K
143
-26%
减持
SCHA
SCHWAB STRATEGIC TR
-$7.1K
19,375
-7%
减持
NVS
NOVARTIS AG
+$6.9K
826
-8%
减持
MU
MICRON TECHNOLOGY INC
-$6.6K
69
-67%
减持
MSFT
MICROSOFT CORP
+$5.8K
6,392
-3%
增持
VPU
VANGUARD WORLD FDS
+$4.2K
99
+27%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$4.0K
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$4.0K
0
-100%
减持
VOE
VANGUARD INDEX FDS
+$3.6K
500
-5%
增持
QQQ
INVESCO QQQ TR
-$3.6K
4,148
+0%
建仓
BHM
BLUEROCK HOMES TRUST INC
+$3.5K
164
增持
LDUR
PIMCO ETF TR
+$2.5K
16,067
+1%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$2.0K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$2.0K
0
-100%
减持
IWF
ISHARES TR
-$1.8K
1,266
-2%
减持
EL
LAUDER ESTEE COS INC
-$1.5K
2
-75%
减持
LVS
LAS VEGAS SANDS CORP
-$1.3K
14
-75%
减持
ONL
ORION OFFICE REIT INC
-$1.2K
330
-23%
减持
HD
HOME DEPOT INC
+$1.1K
434
-12%
清仓
CME
CME GROUP INC
-$1.0K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$1.0K
0
-100%
清仓
CRON
CRONOS GROUP INC
-$1.0K
0
-100%
清仓
XSOE
WISDOMTREE TR
-$1.0K
0
-100%
清仓
SRE
SEMPRA
-$1.0K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$1.0K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$930
2
-92%
减持
GM
GENERAL MTRS CO
-$865
4
-75%
减持
—
DUPONT DE NEMOURS INC
+$814
143
-16%
减持
ILMN
ILLUMINA INC
-$798
1
-67%