小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 139 项
建仓 10
增持 65
减持 47
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
PM
PHILIP MORRIS INTL INC
-$2.1M
185,445
-6%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$2.0M
80,207
+36%
增持
VTI
VANGUARD INDEX FDS
-$1.4M
212,161
+1%
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
SCHO
SCHWAB STRATEGIC TR
-$1.2M
55,363
-31%
减持
MO
ALTRIA GROUP INC
-$971.5K
205,804
-3%
减持
ESGV
VANGUARD WORLD FD
-$838.8K
246,534
-0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$731.3K
41,681
-18%
减持
SCHZ
SCHWAB STRATEGIC TR
-$593.1K
59,972
-15%
增持
SFBS
SERVISFIRST BANCSHARES INC
+$449.9K
36,350
+3%
建仓
TQQQ
PROSHARES TR
+$437.5K
12,283
增持
BTAL
AGF INVTS TR
+$420.1K
41,017
+95%
建仓
HSY
HERSHEY CO
+$383.2K
1,915
清仓
—
DIREXION SHS ETF TR
-$378.2K
0
-100%
增持
FNDX
SCHWAB STRATEGIC TR
+$364.1K
16,148
+72%
减持
UUP
INVESCO DB US DLR INDEX TR
-$344.5K
12,732
-50%
增持
EWJ
ISHARES INC
+$327.3K
46,743
+16%
建仓
NG
NOVAGOLD RES INC
+$290.9K
75,757
增持
—
ASML HOLDING N V
+$290.1K
531
+1613%
减持
F
FORD MTR CO DEL
-$274.9K
68,638
-8%
增持
VIGI
VANGUARD WHITEHALL FDS
-$256.3K
70,832
+0%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$249.0K
66,685
+0%
减持
IWM
ISHARES TR
-$191.7K
1,412
-40%
减持
LLY
ELI LILLY & CO
-$190.5K
439
-52%
增持
SPSM
SPDR SER TR
+$182.7K
21,352
+37%
增持
SCHD
SCHWAB STRATEGIC TR
+$175.2K
413,137
+3%
增持
T
AT&T INC
+$175.0K
47,889
+40%
清仓
DKNG
DRAFTKINGS INC NEW
-$173.0K
0
-100%
增持
XLG
INVESCO EXCHANGE TRADED FD T
-$170.3K
178,091
+902%
清仓
—
CAPRI HOLDINGS LIMITED
-$154.6K
0
-100%
建仓
STKL
SUNOPTA INC
+$153.5K
45,540
增持
USB
US BANCORP DEL
+$148.5K
30,858
+17%
增持
SCHV
SCHWAB STRATEGIC TR
+$145.6K
26,301
+14%
减持
XLE
SELECT SECTOR SPDR TR
+$145.2K
22,929
-3%
增持
GOOGL
ALPHABET INC
+$127.4K
11,145
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
+$126.3K
5,800
+49%
增持
VZ
VERIZON COMMUNICATIONS INC
+$124.0K
13,198
+62%
减持
—
TRANSOCEAN LTD
-$121.0K
106,387
-25%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$120.5K
13,499
+43%
减持
GO
GROCERY OUTLET HLDG CORP
-$118.2K
22,902
-10%
增持
XLV
SELECT SECTOR SPDR TR
+$117.4K
15,044
+10%
增持
SCHM
SCHWAB STRATEGIC TR
+$111.5K
14,674
+18%
增持
MSFT
MICROSOFT CORP
-$108.6K
4,588
+0%
增持
EUDG
WISDOMTREE TR
-$99.7K
49,438
+0%
清仓
KHC
KRAFT HEINZ CO
-$98.9K
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$97.7K
67,668
+4%
增持
FUTY
FIDELITY COVINGTON TRUST
+$96.8K
18,158
+30%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$92.8K
36,669
-6%
减持
WPC
WP CAREY INC
-$85.1K
300
-80%
增持
IWV
ISHARES TR
-$84.4K
14,365
+1%
减持
O
REALTY INCOME CORP
-$82.3K
3,500
-19%
建仓
BATRA
ATLANTA BRAVES HLDGS INC
+$82.0K
2,100
建仓
KVUE
KENVUE INC
+$80.2K
3,995
增持
—
SYNOVUS FINL CORP
+$79.5K
10,150
+51%
增持
—
BARRICK GOLD CORP
-$74.6K
34,326
+1%
清仓
RITM
RITHM CAPITAL CORP
-$61.7K
0
-100%
增持
SCHA
SCHWAB STRATEGIC TR
+$61.0K
14,292
+18%
减持
MPT
MEDICAL PPTYS TRUST INC
-$59.4K
1,000
-86%
清仓
—
VMWARE INC
-$57.5K
0
-100%
增持
FREL
FIDELITY COVINGTON TRUST
+$55.9K
37,143
+18%
增持
AMZN
AMAZON COM INC
-$52.6K
18,441
+0%
增持
DGRO
ISHARES TR
-$50.2K
25,991
+0%
清仓
FNDA
SCHWAB STRATEGIC TR
-$49.2K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$48.2K
1,991
+9%
增持
RH
RH
-$48.2K
1,860
+14%
建仓
TFC
TRUIST FINL CORP
+$45.8K
1,600
减持
NVS
NOVARTIS AG
-$40.2K
217
-65%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$39.1K
29,446
+1%
减持
BSV
VANGUARD BD INDEX FDS
-$38.6K
71
-88%
清仓
JETS
ETF SER SOLUTIONS
-$38.6K
0
-100%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
-$38.4K
588,240
+4%
清仓
DEM
WISDOMTREE TR
-$38.3K
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$37.6K
11,697
-5%
清仓
IGF
ISHARES TR
-$37.2K
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$35.4K
4,089
+1%
增持
NEM
NEWMONT CORP
-$35.3K
7,891
+3%
增持
QQQ
INVESCO QQQ TR
-$34.3K
3,241
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$31.7K
605
-8%
减持
XLF
SELECT SECTOR SPDR TR
-$30.6K
9,052
-8%
减持
TRIP
TRIPADVISOR INC
-$29.6K
1,000
-64%
增持
VNQ
VANGUARD INDEX FDS
+$29.4K
719
+140%
增持
—
SPLUNK INC
+$28.2K
634
+4%
清仓
—
ANGLOGOLD ASHANTI LIMITED
-$27.4K
0
-100%
增持
—
EXXON MOBIL CORP
+$26.6K
1,534
+7%
清仓
IP
INTERNATIONAL PAPER CO
-$25.4K
0
-100%
增持
VPU
VANGUARD WORLD FDS
+$24.8K
284
+255%
增持
FE
FIRSTENERGY CORP
-$23.8K
5,900
+2%
增持
IYH
ISHARES TR
+$23.7K
96
+1100%
建仓
MRNA
MODERNA INC
+$20.7K
200
增持
TWLO
TWILIO INC
-$20.5K
4,156
+0%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$20.3K
10
-96%
增持
QDF
FLEXSHARES TR
-$17.8K
9,893
+0%
清仓
IFLN
INVESCO EXCH TRADED FD TR II
-$17.5K
0
-100%
增持
V
VISA INC
-$16.5K
2,462
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$16.4K
117
+43%
增持
QDEF
FLEXSHARES TR
-$16.3K
9,539
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$15.4K
70
-67%
增持
VTIP
VANGUARD MALVERN FDS
+$15.3K
19,759
+2%
增持
SCHG
SCHWAB STRATEGIC TR
-$14.4K
9,815
+1%
减持
JNJ
JOHNSON & JOHNSON
-$14.2K
1,281
-1%
增持
VYM
VANGUARD WHITEHALL FDS
-$13.7K
5,530
+0%
增持
A
AGILENT TECHNOLOGIES INC
+$13.3K
487
+42%
增持
AAPL
APPLE INC
+$11.1K
7,548
+14%
减持
IVV
ISHARES TR
-$10.0K
149
-10%
增持
OKTA
OKTA INC
+$7.1K
484
+4%
增持
—
ZHIHU INC
-$6.7K
123,374
+3%
增持
GPN
GLOBAL PMTS INC
+$6.6K
378
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$5.4K
474
-8%
减持
BND
VANGUARD BD INDEX FDS
-$5.2K
83
-45%
增持
PFE
PFIZER INC
-$4.7K
4,122
+7%
清仓
MOO
VANECK ETF TRUST
-$4.7K
0
-100%
减持
INTC
INTEL CORP
+$3.9K
3,606
-3%
增持
HYGV
FLEXSHARES TR
-$3.9K
72,284
+2%
增持
VO
VANGUARD INDEX FDS
+$3.7K
1,331
+7%
增持
LDUR
PIMCO ETF TR
+$3.1K
2,963
+1%
增持
CODI
COMPASS DIVERSIFIED
-$2.9K
1,081
+1%
减持
ABT
ABBOTT LABS
-$2.6K
148
-5%
减持
RTX
RTX CORPORATION
-$2.4K
11
-67%
增持
SCHX
SCHWAB STRATEGIC TR
-$2.4K
1,971
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.2K
152
+15%
减持
VOYA
VOYA FINANCIAL INC
-$2.1K
14
-67%
减持
BAC
BANK AMERICA CORP
-$1.6K
105
-32%
减持
AIG
AMERICAN INTL GROUP INC
-$1.5K
28
-50%
减持
SYF
SYNCHRONY FINANCIAL
-$1.4K
68
-33%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.3K
6
-63%
减持
PG
PROCTER AND GAMBLE CO
-$1.2K
4
-67%
减持
—
MEDTRONIC PLC
-$1.0K
7
-61%
减持
CVS
CVS HEALTH CORP
-$930
55
-20%
建仓
FNDB
SCHWAB STRATEGIC TR
+$826
15
减持
CNC
CENTENE CORP DEL
-$726
11
-50%
减持
CE
CELANESE CORP DEL
-$675
14
-33%
减持
—
ARISTA NETWORKS INC
-$560
4
-50%
减持
TMUS
T-MOBILE US INC
-$547
8
-33%
减持
DIS
DISNEY WALT CO
-$528
10
-33%
清仓
LYV
LIVE NATION ENTERTAINMENT IN
-$364
0
-100%
减持
MELI
MERCADOLIBRE INC
-$352
10
-9%
清仓
LITE
LUMENTUM HLDGS INC
-$284
0
-100%
减持
VDE
VANGUARD WORLD FDS
-$219
783
-11%
建仓
SHYG
ISHARES TR
+$41
1
清仓
VTRS
VIATRIS INC
-$40
0
-100%
