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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 128 项
建仓 12
增持 46
减持 56
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
SCHZ
SCHWAB STRATEGIC TR
-$4.3M
70,314
-56%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$3.9M
51,065
增持
VTI
VANGUARD INDEX FDS
+$3.4M
211,062
+0%
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
IDHQ
INVESCO EXCH TRADED FD TR II
+$3.1M
563,440
+22%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$2.3M
58,855
+65%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.5M
400,143
+6%
减持
ESGV
VANGUARD WORLD FD
+$1.4M
247,391
-1%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.2M
80,383
-23%
减持
PM
PHILIP MORRIS INTL INC
-$1.0M
196,902
-5%
增持
AMZN
AMAZON COM INC
+$917.1K
18,386
+28%
增持
USB
US BANCORP DEL
+$870.8K
26,383
+105432%
增持
HYGV
FLEXSHARES TR
+$724.5K
71,165
+35%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$707.8K
17,780
+0%
建仓
—
PROSHARES TR
+$509.2K
26,926
增持
IWM
ISHARES TR
+$440.9K
2,356
+117700%
增持
SFBS
SERVISFIRST BANCSHARES INC
-$426.0K
35,350
+3%
建仓
BTAL
AGF INVTS TR
+$394.5K
21,030
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$394.0K
65,182
+7%
减持
SCHA
SCHWAB STRATEGIC TR
-$381.4K
12,122
-44%
建仓
—
DIREXION SHS ETF TR
+$378.2K
27,586
建仓
—
DIREXION SHS ETF TR
+$357.9K
18,907
减持
VZ
VERIZON COMMUNICATIONS INC
-$318.3K
8,168
-49%
清仓
—
CONFLUENT INC
-$302.1K
0
-100%
减持
TWLO
TWILIO INC
-$274.6K
4,146
-49%
减持
BAX
BAXTER INTL INC
-$257.3K
6,907
-51%
建仓
—
FRONTIER COMMUNICATIONS PARE
+$251.3K
13,481
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$249.0K
9,449
增持
VOO
VANGUARD INDEX FDS
+$231.0K
4,029
+7%
清仓
SCHW
SCHWAB CHARLES CORP
-$211.0K
0
-100%
建仓
—
SYNOVUS FINL CORP
+$202.7K
6,700
减持
MSFT
MICROSOFT CORP
-$194.7K
4,573
-25%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$193.9K
3,900
增持
GOOGL
ALPHABET INC
+$179.5K
11,120
+0%
减持
—
SPIRIT AIRLS INC
-$170.0K
9,882
-50%
清仓
PENN
PENN ENTERTAINMENT INC
-$153.9K
0
-100%
减持
—
PERRIGO CO PLC
-$148.4K
25,123
-10%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$143.8K
12,322
-16%
增持
EWJ
ISHARES INC
+$137.2K
40,240
+0%
减持
—
BARRICK GOLD CORP
-$118.6K
33,906
-9%
增持
SCHV
SCHWAB STRATEGIC TR
+$103.9K
23,100
+5%
清仓
ABBNY
ABB LTD
-$100.3K
0
-100%
增持
OEF
ISHARES TR
+$97.7K
4,784
+0%
清仓
DECK
DECKERS OUTDOOR CORP
-$93.5K
0
-100%
减持
VIGI
VANGUARD WHITEHALL FDS
+$92.3K
70,698
-0%
增持
SCHM
SCHWAB STRATEGIC TR
+$88.2K
12,412
+6%
减持
AAPL
APPLE INC
+$83.5K
6,605
-9%
减持
DKNG
DRAFTKINGS INC NEW
-$79.3K
6,512
-50%
减持
IWV
ISHARES TR
+$76.9K
14,165
-5%
减持
IWF
ISHARES TR
-$74.1K
832
-33%
减持
IVV
ISHARES TR
-$71.1K
166
-53%
减持
INTU
INTUIT
-$71.0K
24
-87%
增持
PFE
PFIZER INC
+$68.0K
3,855
+114%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$66.0K
577
+3%
减持
KHC
KRAFT HEINZ CO
-$62.7K
2,786
-33%
减持
XT
ISHARES TR
+$59.8K
21,669
-0%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$59.7K
66,645
+0%
减持
HD
HOME DEPOT INC
-$49.3K
253
-42%
增持
NEM
NEWMONT CORP
-$46.3K
7,662
+1%
增持
BSV
VANGUARD BD INDEX FDS
+$43.8K
581
+58000%
清仓
TQQQ
PROSHARES TR
-$43.3K
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
+$42.9K
13,707
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$41.6K
82
+4000%
建仓
A
AGILENT TECHNOLOGIES INC
+$41.1K
342
减持
F
FORD MTR CO DEL
+$39.5K
74,516
-14%
增持
WPC
WP CAREY INC
+$39.4K
1,500
+88%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$37.1K
39,110
+0%
减持
—
ASML HOLDING N V
-$36.1K
31
-64%
增持
QDF
FLEXSHARES TR
+$35.5K
9,856
+1%
减持
—
LAM RESEARCH CORP
-$34.1K
50
-60%
减持
DGRO
ISHARES TR
+$30.1K
25,953
-1%
增持
XLE
SELECT SECTOR SPDR TR
-$29.9K
23,745
+0%
增持
QDEF
FLEXSHARES TR
+$29.5K
9,521
+0%
增持
NOW
SERVICENOW INC
+$26.7K
265
+1%
减持
JIG
J P MORGAN EXCHANGE TRADED F
-$25.9K
3,242
-13%
减持
JNJ
JOHNSON & JOHNSON
-$24.5K
1,291
-16%
增持
CRM
SALESFORCE INC
+$23.8K
1,712
+1%
减持
XLF
SELECT SECTOR SPDR TR
-$23.3K
9,814
-11%
减持
FUTY
FIDELITY COVINGTON TRUST
-$22.7K
13,997
-0%
减持
ROP
ROPER TECHNOLOGIES INC
-$22.2K
61
-48%
减持
—
ANGLOGOLD ASHANTI LIMITED
-$22.2K
1,300
-37%
减持
NKE
NIKE INC
-$21.4K
1,536
-1%
减持
SCHX
SCHWAB STRATEGIC TR
-$21.4K
1,951
-24%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$21.1K
267
减持
VDE
VANGUARD WORLD FDS
-$20.9K
881
-16%
减持
FNDX
SCHWAB STRATEGIC TR
+$20.7K
9,375
-1%
减持
IEP
ICAHN ENTERPRISES LP
-$20.6K
420
-34%
清仓
BCSF
BAIN CAP SPECIALTY FIN INC
-$18.9K
0
-100%
减持
V
VISA INC
+$18.2K
2,454
-2%
清仓
FDX
FEDEX CORP
-$17.1K
0
-100%
减持
VYMI
VANGUARD WHITEHALL FDS
-$16.8K
1,400
-18%
清仓
FWRG
FIRST WATCH RESTAURANT GROUP
-$16.1K
0
-100%
减持
SPSM
SPDR SER TR
+$16.0K
15,581
-0%
增持
FREL
FIDELITY COVINGTON TRUST
+$15.8K
31,452
+1%
减持
VNQ
VANGUARD INDEX FDS
-$13.9K
299
-36%
减持
FNDF
SCHWAB STRATEGIC TR
-$13.6K
1,300
-27%
减持
MO
ALTRIA GROUP INC
-$11.9K
212,485
-2%
清仓
PXF
INVESCO EXCH TRADED FD TR II
-$11.4K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$11.0K
151
增持
VTIP
VANGUARD MALVERN FDS
+$9.5K
19,378
+2%
增持
GLD
SPDR GOLD TR
-$9.2K
4,887
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$8.8K
132
-33%
增持
EFX
EQUIFAX INC
+$8.7K
180
+8%
减持
—
TRANSOCEAN LTD
-$8.1K
141,853
-10%
增持
—
SPLUNK INC
+$8.0K
608
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$7.5K
456
-25%
增持
CVX
CHEVRON CORP NEW
+$5.7K
1,827
+6%
减持
COST
COSTCO WHSL CORP NEW
+$5.4K
142
-1%
增持
MSOS
ADVISORSHARES TR
+$5.3K
19,305
+8%
减持
PNNT
PENNANTPARK INVT CORP
-$5.3K
3,940
-27%
减持
VPU
VANGUARD WORLD FDS
-$5.1K
80
-29%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.8K
5,516
+0%
增持
ALGN
ALIGN TECHNOLOGY INC
+$4.5K
60
+20%
增持
VEEV
VEEVA SYS INC
+$4.1K
97
+18%
清仓
NSC
NORFOLK SOUTHN CORP
-$3.8K
0
-100%
清仓
BHM
BLUEROCK HOMES TRUST INC
-$3.3K
0
-100%
增持
CODI
COMPASS DIVERSIFIED
+$2.9K
1,071
+0%
增持
TER
TERADYNE INC
+$2.8K
190
+11%
减持
QQQ
INVESCO QQQ TR
+$2.1K
3,236
-13%
减持
VO
VANGUARD INDEX FDS
+$1.6K
1,242
-4%
增持
GPN
GLOBAL PMTS INC
-$1.5K
376
+3%
减持
EUDG
WISDOMTREE TR
+$1.4K
49,413
-1%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$1.3K
318
+11%
清仓
LVS
LAS VEGAS SANDS CORP
-$804
0
-100%
增持
LDUR
PIMCO ETF TR
-$708
2,930
+1%
减持
CNC
CENTENE CORP DEL
-$602
22
-33%
减持
SPY
SPDR S&P 500 ETF TR
-$319
655
-8%
清仓
TLPH
ACELRX PHARMACEUTICALS INC
-$165
0
-100%
增持
OKTA
OKTA INC
+$46
467
+25%
