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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 17
增持 54
减持 62
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$10.3M
210,924
+23%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$7.7M
302,298
建仓
SCHZ
SCHWAB STRATEGIC TR
+$7.5M
160,516
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
SCHD
SCHWAB STRATEGIC TR
+$5.9M
377,219
+31%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$5.0M
462,305
+59%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$3.6M
66,486
+655%
减持
DGRO
ISHARES TR
-$2.3M
26,154
-63%
减持
PM
PHILIP MORRIS INTL INC
-$1.7M
208,325
-4%
减持
USMV
ISHARES TR
-$1.7M
4,119
-85%
增持
EWJ
ISHARES INC
+$1.6M
40,104
+193%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.5M
104,591
-23%
减持
ESGV
VANGUARD WORLD FD
+$1.4M
251,080
-1%
减持
LDUR
PIMCO ETF TR
-$1.2M
2,902
-82%
增持
EUDG
WISDOMTREE TR
+$991.9K
50,100
+163%
减持
MGK
VANGUARD WORLD FD
-$947.3K
30
-99%
建仓
GUNR
FLEXSHARES TR
+$931.1K
22,017
建仓
SCHM
SCHWAB STRATEGIC TR
+$793.4K
11,694
建仓
EWC
ISHARES INC
+$784.9K
22,962
建仓
HEFA
ISHARES TR
+$731.2K
24,812
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$663.4K
61,167
+21%
减持
FNDF
SCHWAB STRATEGIC TR
-$634.4K
1,777
-93%
减持
MO
ALTRIA GROUP INC
-$579.4K
215,989
-3%
建仓
EWA
ISHARES INC
+$546.7K
23,833
增持
XLV
SELECT SECTOR SPDR TR
+$508.6K
13,722
+47%
增持
AMZN
AMAZON COM INC
+$491.2K
14,326
+22%
增持
VOO
VANGUARD INDEX FDS
+$487.5K
3,749
+43%
建仓
PINS
PINTEREST INC
+$446.2K
16,361
增持
VTIP
VANGUARD MALVERN FDS
+$430.2K
19,018
+85%
减持
BABA
ALIBABA GROUP HLDG LTD
-$329.8K
216
-95%
增持
VIGI
VANGUARD WHITEHALL FDS
+$306.6K
70,798
+0%
建仓
—
CONFLUENT INC
+$302.1K
12,552
增持
AAPL
APPLE INC
+$302.1K
7,263
+5%
减持
MRK
MERCK & CO INC
-$297.3K
2,906
-47%
减持
—
TRANSOCEAN LTD
-$269.0K
157,618
-43%
建仓
IEUS
ISHARES TR
+$254.1K
4,763
清仓
PDD
PINDUODUO INC
-$222.7K
0
-100%
减持
MSFT
MICROSOFT CORP
+$219.3K
6,077
-5%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$218.7K
14,607
-21%
建仓
SCHW
SCHWAB CHARLES CORP
+$211.0K
4,028
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$210.2K
17,746
-14%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$207.3K
196
-87%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$205.4K
39,010
-14%
建仓
GS
GOLDMAN SACHS GROUP INC
+$204.8K
626
增持
META
META PLATFORMS INC
+$203.3K
2,173
+2%
增持
GOOGL
ALPHABET INC
+$198.0K
11,102
+3%
增持
JPM
JPMORGAN CHASE & CO
+$196.7K
1,534
+6292%
增持
SCHV
SCHWAB STRATEGIC TR
+$194.5K
22,047
+16%
增持
XLE
SELECT SECTOR SPDR TR
+$191.4K
23,630
+17%
减持
DECK
DECKERS OUTDOOR CORP
-$186.3K
208
-70%
增持
HYGV
FLEXSHARES TR
+$180.4K
52,870
+7%
建仓
—
INVESTMENT MANAGERS SER TR I
+$176.0K
4,138
减持
PENN
PENN ENTERTAINMENT INC
-$154.8K
5,190
-50%
建仓
—
ZHIHU INC
+$151.7K
119,453
增持
ALB
ALBEMARLE CORP
+$149.2K
870
+337%
减持
LLY
LILLY ELI & CO
-$148.4K
909
-28%
减持
RH
RH
-$148.0K
1,638
-20%
增持
TWLO
TWILIO INC
+$147.8K
8,080
+1%
增持
CRM
SALESFORCE INC
+$142.4K
1,691
+15%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$137.0K
35,683
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$127.5K
21,759
+12%
增持
XT
ISHARES TR
+$119.2K
21,726
+0%
减持
JNJ
JOHNSON & JOHNSON
-$107.7K
1,537
-22%
建仓
SCJ
ISHARES INC
+$107.3K
1,572
减持
IWV
ISHARES TR
+$102.7K
14,986
-3%
减持
TQQQ
PROSHARES TR
-$102.6K
1,532
-82%
增持
FUTY
FIDELITY COVINGTON TRUST
+$94.6K
14,024
+23%
减持
QQQ
INVESCO QQQ TR
+$89.0K
3,719
-10%
增持
NEM
NEWMONT CORP
+$85.9K
7,612
+25%
增持
OEF
ISHARES TR
+$80.1K
4,773
+0%
增持
NVDA
NVIDIA CORPORATION
+$72.6K
494
+12%
减持
ABBV
ABBVIE INC
-$72.1K
1,026
-30%
减持
PFE
PFIZER INC
-$71.6K
1,799
-36%
增持
FREL
FIDELITY COVINGTON TRUST
+$71.5K
31,047
+10%
减持
GILD
GILEAD SCIENCES INC
-$70.1K
500
-62%
减持
PXF
INVESCO EXCH TRADED FD TR II
-$68.9K
258
-87%
减持
F
FORD MTR CO DEL
+$67.5K
86,346
-2%
减持
KHC
KRAFT HEINZ CO
-$65.2K
4,179
-25%
减持
—
PERRIGO CO PLC
-$56.2K
27,915
-10%
增持
—
BARRICK GOLD CORP
+$53.2K
37,299
+0%
清仓
ORCL
ORACLE CORP
-$52.3K
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$50.6K
561
+14%
清仓
—
WESTROCK CO
-$49.2K
0
-100%
增持
GO
GROCERY OUTLET HLDG CORP
+$43.9K
25,448
+10%
清仓
—
STORE CAP CORP
-$41.7K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$38.7K
1,289
-15%
减持
DVY
ISHARES TR
-$37.6K
1,944
-12%
增持
T
AT&T INC
+$36.5K
34,124
+1%
增持
INTC
INTEL CORP
+$33.4K
3,716
+12%
减持
MS
MORGAN STANLEY
-$32.1K
527
-43%
减持
IWF
ISHARES TR
+$32.0K
1,241
-2%
减持
IVV
ISHARES TR
-$29.7K
353
-22%
清仓
SCHF
SCHWAB STRATEGIC TR
-$29.0K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$28.9K
0
-100%
清仓
TRMK
TRUSTMARK CORP
-$27.9K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$26.8K
710
-14%
减持
RITM
RITHM CAPITAL CORP
-$25.6K
6,600
-31%
增持
XLF
SELECT SECTOR SPDR TR
+$25.3K
11,014
+15%
增持
NKE
NIKE INC
+$25.3K
1,557
+10%
增持
NOW
SERVICENOW INC
+$24.8K
263
+5%
增持
INTU
INTUIT
+$21.3K
184
+18%
增持
QDF
FLEXSHARES TR
+$19.8K
9,806
+0%
增持
MPT
MEDICAL PPTYS TRUST INC
+$18.6K
7,000
+100%
减持
NVS
NOVARTIS AG
-$18.2K
617
-25%
增持
—
LAM RESEARCH CORP
+$17.5K
125
+8%
清仓
PETS
PETMED EXPRESS INC
-$17.0K
0
-100%
增持
SPSM
SPDR SER TR
+$17.0K
15,600
+1%
增持
ABBNY
ABB LTD
+$16.5K
2,923
+6%
清仓
OBDC
OWL ROCK CAPITAL CORPORATION
-$16.2K
0
-100%
减持
VDE
VANGUARD WORLD FDS
-$16.0K
1,054
-6%
减持
MELI
MERCADOLIBRE INC
-$16.0K
11
-69%
增持
OKTA
OKTA INC
+$15.2K
375
+49%
减持
—
AIR LEASE CORP
-$15.2K
225
-64%
减持
AMAT
APPLIED MATLS INC
-$15.0K
357
-41%
增持
QDEF
FLEXSHARES TR
+$14.8K
9,497
+0%
增持
VYM
VANGUARD WHITEHALL FDS
-$13.5K
5,500
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$12.7K
606
-46%
减持
USB
US BANCORP DEL
-$11.1K
25
-91%
清仓
WFC
WELLS FARGO CO NEW
-$10.3K
0
-100%
减持
ROP
ROPER TECHNOLOGIES INC
-$10.2K
117
-18%
增持
—
SPLUNK INC
+$9.6K
589
+8%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$9.5K
287
+7%
减持
SLB
SCHLUMBERGER LTD
-$6.4K
250
-29%
减持
SHEL
SHELL PLC
-$5.6K
117
-46%
增持
EFX
EQUIFAX INC
+$5.3K
166
+14%
增持
ZS
ZSCALER INC
+$4.4K
72
+100%
减持
STZ
CONSTELLATION BRANDS INC
-$4.2K
10
-64%
减持
BIDU
BAIDU INC
+$3.8K
260
-16%
减持
SCHX
SCHWAB STRATEGIC TR
+$3.8K
2,554
-4%
清仓
SLVM
SYLVAMO CORP
-$3.5K
0
-100%
增持
VEEV
VEEVA SYS INC
+$3.0K
82
+9%
清仓
ONL
ORION OFFICE REIT INC
-$2.8K
0
-100%
减持
AIG
AMERICAN INTL GROUP INC
-$2.5K
56
-33%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.2K
514
-2%
建仓
IYH
ISHARES TR
+$2.2K
8
减持
PEP
PEPSICO INC
-$2.1K
24
-33%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.9K
1,036
-14%
增持
VPU
VANGUARD WORLD FDS
+$1.3K
112
+13%
增持
CODI
COMPASS DIVERSIFIED
+$942
1,066
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$499
2
-33%
清仓
EL
LAUDER ESTEE COS INC
-$496
0
-100%
清仓
—
HORIZON THERAPEUTICS PUB L
-$455
0
-100%
减持
YUM
YUM BRANDS INC
-$320
112
-5%
清仓
PYPL
PAYPAL HLDGS INC
-$285
0
-100%
清仓
ILMN
ILLUMINA INC
-$202
0
-100%
减持
VNQ
VANGUARD INDEX FDS
+$180
468
-0%
清仓
GM
GENERAL MTRS CO
-$135
0
-100%
减持
—
ARISTA NETWORKS INC
-$113
8
-33%
减持
—
MEDTRONIC PLC
-$103
18
-10%
建仓
BSV
VANGUARD BD INDEX FDS
+$76
1
减持
VTRS
VIATRIS INC
-$51
4
-50%
