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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 27
增持 73
减持 34
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
+$4.7M
210,863
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.4M
451,956
+7%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$4.1M
143,422
+25%
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
+$2.4M
781,521
+4%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$2.2M
235,731
+15%
减持
ESGV
VANGUARD WORLD FD
+$1.2M
208,057
-3%
减持
PM
PHILIP MORRIS INTL INC
-$1.1M
174,508
-4%
建仓
SPYM
SPDR SER TR
+$1.1M
17,125
减持
MO
ALTRIA GROUP INC
-$968.4K
165,709
-18%
增持
VOO
VANGUARD INDEX FDS
+$889.0K
5,639
+35%
增持
IWV
ISHARES TR
+$830.2K
17,728
+8%
增持
BABA
ALIBABA GROUP HLDG LTD
+$684.9K
9,562
+10524%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$677.5K
79,480
+4%
建仓
—
GLOBAL E ONLINE LTD
+$604.1K
16,619
增持
MSFT
MICROSOFT CORP
+$546.1K
5,766
+15%
增持
AMZN
AMAZON COM INC
+$539.3K
18,611
+0%
增持
OXY
OCCIDENTAL PETE CORP
+$493.5K
11,988
+151%
建仓
XCCC
BONDBLOXX ETF TRUST
+$438.6K
11,250
增持
VYM
VANGUARD WHITEHALL FDS
+$387.4K
7,798
+57%
清仓
HSY
HERSHEY CO
-$357.0K
0
-100%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$344.9K
0
-100%
清仓
USMV
ISHARES TR
-$321.4K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$289.8K
22,640
+3%
增持
SCHA
SCHWAB STRATEGIC TR
+$269.4K
55,096
+7%
清仓
IEUS
ISHARES TR
-$267.7K
0
-100%
增持
—
CONFLUENT INC
+$240.1K
17,131
+42%
减持
T
AT&T INC
-$235.3K
38,889
-29%
建仓
SOXX
ISHARES TR
+$231.6K
1,025
减持
META
META PLATFORMS INC
+$229.5K
2,053
-5%
减持
EWJ
ISHARES INC
+$228.6K
45,224
-3%
增持
MSOS
ADVISORSHARES TR
+$225.1K
36,011
+87%
增持
NVDA
NVIDIA CORPORATION
+$224.3K
519
+5%
建仓
APA
APA CORPORATION
+$221.4K
6,439
清仓
XLU
SELECT SECTOR SPDR TR
-$204.2K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$192.8K
11,467
+9%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$190.6K
66,744
-0%
减持
GLD
SPDR GOLD TR
-$183.8K
3,648
-25%
减持
VIGI
VANGUARD WHITEHALL FDS
-$179.5K
4,325
-36%
增持
XLK
SELECT SECTOR SPDR TR
+$176.4K
1,235
+194%
增持
SCHV
SCHWAB STRATEGIC TR
+$173.8K
26,309
+1%
增持
—
ASML HOLDING N V
+$169.1K
735
+2%
清仓
GPC
GENUINE PARTS CO
-$166.2K
0
-100%
减持
RH
RH
-$154.7K
1,121
-40%
增持
GOOGL
ALPHABET INC
+$154.4K
11,795
+1%
增持
JPM
JPMORGAN CHASE & CO
+$147.5K
2,068
+32%
增持
VUG
VANGUARD INDEX FDS
+$144.4K
4,100
+1%
增持
—
HASHICORP INC
+$141.2K
13,185
+46%
减持
MRK
MERCK & CO INC
-$135.5K
1,374
-53%
增持
HYGV
FLEXSHARES TR
+$126.7K
75,881
+4%
清仓
—
DIREXION SHS ETF TR
-$125.7K
0
-100%
增持
PINS
PINTEREST INC
+$124.2K
16,021
+38%
建仓
—
TELLURIAN INC NEW
+$121.2K
183,178
建仓
DGRW
WISDOMTREE TR
+$120.8K
1,586
增持
DGRO
ISHARES TR
+$119.2K
26,572
+0%
建仓
—
CHUBB LIMITED
+$114.8K
443
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$114.4K
16,789
+18%
清仓
SCJ
ISHARES INC
-$113.2K
0
-100%
减持
EWA
ISHARES INC
-$109.9K
19,067
-20%
增持
LLY
ELI LILLY & CO
+$105.8K
465
+6%
减持
QQQ
INVESCO QQQ TR
+$103.2K
3,254
-1%
增持
HD
HOME DEPOT INC
+$98.0K
484
+91%
减持
—
SYNOVUS FINL CORP
-$95.4K
4,950
-37%
增持
IFRA
ISHARES TR
+$93.8K
2,350
+1075%
增持
CVX
CHEVRON CORP NEW
+$92.4K
2,563
+23%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$90.1K
1,427
-0%
增持
USB
US BANCORP DEL
+$87.0K
32,308
+3%
增持
NEM
NEWMONT CORP
+$86.8K
12,737
+43%
增持
SPY
SPDR S&P 500 ETF TR
+$84.3K
711
+18%
增持
ENB
ENBRIDGE INC
+$83.4K
3,538
+186%
增持
HON
HONEYWELL INTL INC
+$79.7K
410
+1852%
减持
SCHM
SCHWAB STRATEGIC TR
+$75.6K
14,554
-1%
建仓
ORCL
ORACLE CORP
+$72.0K
573
增持
CRM
SALESFORCE INC
+$70.9K
1,740
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$68.1K
41,676
+5%
减持
XLV
SELECT SECTOR SPDR TR
+$62.5K
10,865
-4%
减持
CARR
CARRIER GLOBAL CORPORATION
-$61.5K
4,675
-19%
减持
STKL
SUNOPTA INC
+$61.4K
45,198
-1%
减持
BTAL
AGF INVTS TR
+$60.2K
58,914
-0%
建仓
CRON
CRONOS GROUP INC
+$59.9K
22,935
增持
FE
FIRSTENERGY CORP
+$59.8K
7,150
+21%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$58.3K
8,829
-10%
增持
FUTY
FIDELITY COVINGTON TRUST
+$57.0K
18,731
+4%
增持
SCHO
SCHWAB STRATEGIC TR
+$53.6K
44,677
+3%
清仓
BATRA
ATLANTA BRAVES HLDGS INC
-$53.5K
0
-100%
减持
EWC
ISHARES INC
-$51.2K
20,666
-10%
建仓
UPS
UNITED PARCEL SERVICE INC
+$51.1K
344
建仓
AFL
AFLAC INC
+$50.3K
586
增持
QDEF
FLEXSHARES TR
+$49.9K
9,576
+0%
建仓
EXPE
EXPEDIA GROUP INC
+$49.0K
356
清仓
EFX
EQUIFAX INC
-$48.0K
0
-100%
增持
ALB
ALBEMARLE CORP
+$47.3K
1,313
+51%
减持
FNDX
SCHWAB STRATEGIC TR
+$47.0K
9,191
-1%
增持
NG
NOVAGOLD RES INC
+$47.0K
147,881
+39%
增持
QDF
FLEXSHARES TR
+$45.0K
9,967
+0%
减持
FREL
FIDELITY COVINGTON TRUST
-$40.6K
33,322
-2%
减持
GO
GROCERY OUTLET HLDG CORP
+$40.4K
23,114
-0%
增持
INTC
INTEL CORP
+$39.3K
4,992
+38%
增持
RTX
RTX CORPORATION
+$38.8K
1,011
+42%
增持
ABBV
ABBVIE INC
+$37.0K
991
+7%
增持
ADBE
ADOBE INC
+$35.8K
713
+31%
增持
VZ
VERIZON COMMUNICATIONS INC
+$34.3K
7,173
+1%
清仓
—
UNITED STATES STL CORP NEW
-$34.1K
0
-100%
清仓
KR
KROGER CO
-$32.0K
0
-100%
增持
AAPL
APPLE INC
+$31.5K
8,701
+15%
减持
O
REALTY INCOME CORP
-$29.9K
2,100
-16%
增持
SFBS
SERVISFIRST BANCSHARES INC
+$29.9K
37,500
+2%
增持
KVUE
KENVUE INC
+$29.1K
5,363
+34%
建仓
CI
THE CIGNA GROUP
+$28.7K
79
增持
—
PROSHARES TR
-$28.6K
28,374
+17%
建仓
—
PRIMO WATER CORPORATION
+$27.3K
1,500
建仓
NSC
NORFOLK SOUTHN CORP
+$27.3K
107
增持
—
EATON CORP PLC
+$27.2K
231
+24%
增持
VGT
VANGUARD WORLD FD
+$27.1K
359
+8%
减持
EUDG
WISDOMTREE TR
+$26.7K
49,052
-1%
增持
NOW
SERVICENOW INC
+$24.9K
268
+6%
建仓
COP
CONOCOPHILLIPS
+$23.9K
188
建仓
PGR
PROGRESSIVE CORP
+$23.6K
114
建仓
GILD
GILEAD SCIENCES INC
+$22.7K
310
增持
CMCSA
COMCAST CORP NEW
+$22.4K
519
+25850%
减持
V
VISA INC
-$21.6K
2,211
-10%
减持
F
FORD MTR CO DEL
-$21.5K
56,980
-11%
建仓
MCK
MCKESSON CORP
+$20.9K
39
增持
AMD
ADVANCED MICRO DEVICES INC
+$20.7K
487
+7%
建仓
UNP
UNION PAC CORP
+$20.7K
84
建仓
AXP
AMERICAN EXPRESS CO
+$20.3K
89
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$20.1K
0
-100%
增持
PFE
PFIZER INC
+$20.0K
6,913
+16%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$19.9K
0
-100%
增持
CVS
CVS HEALTH CORP
+$19.6K
300
+445%
增持
VO
VANGUARD INDEX FDS
+$19.6K
1,001
+1%
清仓
WPC
WP CAREY INC
-$19.4K
0
-100%
建仓
—
AON PLC
+$19.0K
57
增持
AVGO
BROADCOM INC
+$18.2K
55
+12%
减持
GS
GOLDMAN SACHS GROUP INC
+$18.0K
636
-1%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$17.7K
334
增持
VPU
VANGUARD WORLD FD
+$17.4K
475
+29%
建仓
GD
GENERAL DYNAMICS CORP
+$17.2K
61
减持
EGO
ELDORADO GOLD CORP NEW
-$17.2K
18,000
-14%
建仓
TGT
TARGET CORP
+$17.2K
97
增持
—
LAM RESEARCH CORP
+$17.2K
58
+16%
增持
DUK
DUKE ENERGY CORP NEW
+$16.3K
336
+101%
减持
XT
ISHARES TR
-$16.2K
21,254
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$15.8K
134
+15%
建仓
KKR
KKR & CO INC
+$15.7K
156
增持
SO
SOUTHERN CO
+$15.7K
545
+63%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$15.6K
34,564
+1%
清仓
—
ZHIHU INC
-$15.5K
0
-100%
减持
TLT
ISHARES TR
-$15.4K
2,356
-2%
增持
MS
MORGAN STANLEY
+$15.3K
684
+30%
增持
XLI
SELECT SECTOR SPDR TR
+$15.0K
300
+50%
