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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 148 项
建仓 12
增持 60
减持 54
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$6.4M
755,010
+28%
减持
VTI
VANGUARD INDEX FDS
+$5.1M
211,266
-0%
减持
VIGI
VANGUARD WHITEHALL FDS
-$4.5M
6,707
-91%
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
SPGP
INVESCO EXCHANGE TRADED FD T
+$3.9M
114,431
+43%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.8M
420,670
+2%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.9M
51,726
+262%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.7M
205,531
+15%
建仓
VUG
VANGUARD INDEX FDS
+$1.3M
4,075
增持
IWV
ISHARES TR
+$969.3K
16,401
+14%
减持
SCHZ
SCHWAB STRATEGIC TR
-$803.6K
39,661
-34%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$738.6K
76,271
+13%
减持
SPSM
SPDR SER TR
-$687.4K
2,383
-89%
增持
SFBS
SERVISFIRST BANCSHARES INC
+$562.3K
36,900
+2%
减持
SCHO
SCHWAB STRATEGIC TR
-$551.0K
43,350
-22%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$475.8K
34,335
-18%
增持
AMZN
AMAZON COM INC
+$473.5K
18,545
+1%
减持
MO
ALTRIA GROUP INC
-$457.5K
203,188
-1%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$440.9K
66,749
+0%
清仓
TQQQ
PROSHARES TR
-$437.5K
0
-100%
增持
MSFT
MICROSOFT CORP
+$431.2K
4,999
+9%
减持
TLT
ISHARES TR
-$402.9K
2,410
-67%
减持
XLV
SELECT SECTOR SPDR TR
-$394.2K
11,311
-25%
清仓
—
DIREXION SHS ETF TR
-$378.1K
0
-100%
减持
ESGV
VANGUARD WORLD FD
-$353.7K
213,856
-13%
增持
TWLO
TWILIO INC
+$342.4K
7,719
+86%
增持
USB
US BANCORP DEL
+$337.0K
31,358
+2%
减持
FNDX
SCHWAB STRATEGIC TR
-$331.4K
9,241
-43%
增持
OXY
OCCIDENTAL PETE CORP
+$285.2K
4,783
+79617%
建仓
—
CONFLUENT INC
+$282.7K
12,082
清仓
BAX
BAXTER INTL INC
-$260.7K
0
-100%
清仓
IWM
ISHARES TR
-$249.6K
0
-100%
清仓
SHV
ISHARES TR
-$243.0K
0
-100%
增持
—
ASML HOLDING N V
+$231.6K
719
+35%
减持
XLE
SELECT SECTOR SPDR TR
-$225.0K
22,038
-4%
减持
—
PROSHARES TR
-$224.4K
24,232
-10%
增持
VOO
VANGUARD INDEX FDS
+$215.8K
4,170
+2%
建仓
—
HASHICORP INC
+$214.1K
9,057
增持
T
AT&T INC
+$200.5K
54,814
+14%
增持
—
TRANSOCEAN LTD
-$195.3K
106,787
+0%
增持
BTAL
AGF INVTS TR
+$186.5K
59,064
+44%
增持
QQQ
INVESCO QQQ TR
+$180.5K
3,276
+1%
增持
MDLZ
MONDELEZ INTL INC
+$178.2K
49,293
+1%
增持
AAPL
APPLE INC
+$168.2K
7,586
+1%
增持
GOOGL
ALPHABET INC
+$167.4K
11,639
+4%
增持
EUDG
WISDOMTREE TR
+$163.0K
49,499
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$161.1K
7,073
-46%
增持
SCHG
SCHWAB STRATEGIC TR
+$156.7K
10,492
+7%
减持
XT
ISHARES TR
+$152.0K
21,436
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$137.4K
945
+522%
增持
DGRO
ISHARES TR
+$136.3K
26,451
+2%
减持
SCHV
SCHWAB STRATEGIC TR
+$129.8K
26,036
-1%
建仓
—
DIREXION SHS ETF TR
+$125.7K
12,711
减持
—
INVESTMENT MANAGERS SER TR I
-$123.8K
379
-91%
增持
HYGV
FLEXSHARES TR
+$118.8K
73,226
+1%
增持
SCHM
SCHWAB STRATEGIC TR
+$116.4K
14,731
+0%
减持
META
META PLATFORMS INC
+$115.0K
2,168
-0%
减持
—
ZHIHU INC
-$112.9K
16,508
-87%
减持
JIG
J P MORGAN EXCHANGE TRADED F
-$109.7K
1,092
-66%
增持
CRM
SALESFORCE INC
+$106.0K
1,722
+1%
增持
NG
NOVAGOLD RES INC
+$105.8K
106,061
+40%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$102.8K
9,789
-16%
清仓
NMFC
NEW MTN FIN CORP
-$98.4K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$98.3K
181,443
-2%
清仓
—
SPLUNK INC
-$92.7K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$91.5K
1,857
+45%
减持
XLF
SELECT SECTOR SPDR TR
-$87.6K
5,655
-38%
建仓
XLK
SELECT SECTOR SPDR TR
+$80.8K
420
减持
XLU
SELECT SECTOR SPDR TR
-$79.7K
3,225
-33%
增持
NEM
NEWMONT CORP
+$78.1K
8,931
+13%
减持
F
FORD MTR CO DEL
-$74.3K
63,838
-7%
减持
V
VISA INC
+$72.4K
2,453
-0%
减持
VYMI
VANGUARD WHITEHALL FDS
-$66.7K
300
-79%
减持
FREL
FIDELITY COVINGTON TRUST
+$65.0K
34,147
-8%
增持
QDF
FLEXSHARES TR
+$60.1K
9,945
+1%
清仓
SCHB
SCHWAB STRATEGIC TR
-$59.8K
0
-100%
增持
RTX
RTX CORPORATION
+$59.0K
711
+6364%
增持
BND
VANGUARD BD INDEX FDS
+$57.2K
857
+933%
建仓
AVGO
BROADCOM INC
+$54.7K
49
清仓
XLY
SELECT SECTOR SPDR TR
-$53.6K
0
-100%
增持
RH
RH
+$53.4K
1,870
+1%
减持
FUTY
FIDELITY COVINGTON TRUST
+$49.1K
18,052
-1%
增持
QDEF
FLEXSHARES TR
+$49.0K
9,566
+0%
减持
IVV
ISHARES TR
-$48.7K
32
-79%
减持
VO
VANGUARD INDEX FDS
-$46.6K
991
-26%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$45.3K
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$45.1K
642
+3%
增持
JPM
JPMORGAN CHASE & CO
+$44.3K
1,568
+2%
清仓
GILD
GILEAD SCIENCES INC
-$37.5K
0
-100%
增持
GO
GROCERY OUTLET HLDG CORP
-$35.9K
23,175
+1%
减持
SCHX
SCHWAB STRATEGIC TR
-$35.5K
1,139
-42%
增持
PFE
PFIZER INC
+$35.1K
5,967
+45%
减持
VDE
VANGUARD WORLD FDS
-$31.7K
576
-26%
减持
NOW
SERVICENOW INC
+$31.3K
254
-4%
减持
O
REALTY INCOME CORP
-$31.2K
2,500
-29%
减持
ADBE
ADOBE INC
+$29.7K
543
-6%
减持
BATRA
ATLANTA BRAVES HLDGS INC
-$28.6K
1,250
-40%
清仓
IYH
ISHARES TR
-$25.9K
0
-100%
清仓
NI
NISOURCE INC
-$24.7K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$23.8K
2,091
+5%
增持
VTIP
VANGUARD MALVERN FDS
+$23.5K
20,166
+2%
增持
NKE
NIKE INC
+$23.3K
1,567
+2%
建仓
XLI
SELECT SECTOR SPDR TR
+$22.8K
200
减持
AMPL
AMPLITUDE INC
+$22.1K
41,910
-5%
增持
—
EXXON MOBIL CORP
-$17.0K
1,634
+7%
清仓
TRIP
TRIPADVISOR INC
-$16.6K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$16.5K
1,430
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$15.2K
4,982
-10%
增持
EFX
EQUIFAX INC
+$15.0K
194
+8%
建仓
XLB
SELECT SECTOR SPDR TR
+$15.0K
175
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$14.4K
34,866
-5%
增持
VPU
VANGUARD WORLD FDS
+$14.1K
367
+29%
增持
—
PERRIGO CO PLC
+$13.9K
25,374
+1%
增持
OKTA
OKTA INC
+$13.8K
588
+21%
清仓
RWT
REDWOOD TRUST INC
-$12.1K
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$12.0K
534
+7%
减持
BABA
ALIBABA GROUP HLDG LTD
-$11.8K
90
-58%
减持
—
SYNOVUS FINL CORP
+$11.5K
7,800
-23%
清仓
ZS
ZSCALER INC
-$11.2K
0
-100%
减持
PINS
PINTEREST INC
-$10.9K
11,644
-29%
减持
ABBV
ABBVIE INC
-$9.4K
926
-10%
建仓
IFRA
ISHARES TR
+$8.1K
200
清仓
SHEL
SHELL PLC
-$7.5K
0
-100%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$7.4K
345
+8%
建仓
XLC
SELECT SECTOR SPDR TR
+$7.3K
100
清仓
TPVG
TRIPLEPOINT VENTURE GROWTH B
-$6.8K
0
-100%
减持
CZR
CAESARS ENTERTAINMENT INC NE
-$6.8K
375
-29%
清仓
MGK
VANGUARD WORLD FD
-$6.7K
0
-100%
增持
LDUR
PIMCO ETF TR
+$6.2K
2,997
+1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$6.0K
14,249
+6%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$5.5K
0
-100%
减持
SLB
SCHLUMBERGER LTD
-$4.2K
200
-20%
增持
CODI
COMPASS DIVERSIFIED
+$4.1K
1,087
+1%
减持
PLBY
PLBY GROUP INC
+$3.8K
19,916
-1%
建仓
XLP
SELECT SECTOR SPDR TR
+$3.6K
50
减持
SPYV
SPDR SER TR
+$3.2K
2,130
-9%
增持
VEEV
VEEVA SYS INC
+$3.2K
119
+23%
减持
VNQ
VANGUARD INDEX FDS
+$3.0K
650
-10%
减持
AMP
AMERIPRISE FINL INC
-$2.3K
20
-33%
减持
ROP
ROPER TECHNOLOGIES INC
-$1.7K
51
-16%
增持
ALGN
ALIGN TECHNOLOGY INC
+$861
70
+17%
清仓
FNDB
SCHWAB STRATEGIC TR
-$826
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$760
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$594
77
+8%
减持
TTD
THE TRADE DESK INC
-$543
12
-33%
减持
TER
TERADYNE INC
-$530
171
-10%
建仓
KLG
WK KELLOGG CO
+$263
20
减持
YUM
YUM BRANDS INC
-$143
106
-5%
增持
SHYG
ISHARES TR
+$43
2
+100%
