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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 10
增持 50
减持 68
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$3.5M
294,083
+25%
减持
VTI
VANGUARD INDEX FDS
+$1.6M
210,850
-0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.5M
15,024
-57%
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
EWJ
ISHARES INC
-$1.4M
26,231
-42%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.4M
28,171
-49%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
14,580
+2709%
建仓
VXUS
VANGUARD STAR FDS
+$1.1M
18,878
增持
FUTY
FIDELITY COVINGTON TRUST
+$969.0K
40,118
+114%
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$924.7K
39,805
增持
VUG
VANGUARD INDEX FDS
+$906.5K
6,197
+51%
减持
XLV
SELECT SECTOR SPDR TR
-$885.1K
4,940
-55%
减持
FREL
FIDELITY COVINGTON TRUST
-$843.2K
1,031
-97%
减持
PM
PHILIP MORRIS INTL INC
+$789.8K
165,580
-5%
增持
NG
NOVAGOLD RES INC
+$730.3K
339,283
+129%
减持
MO
ALTRIA GROUP INC
-$676.0K
143,846
-13%
减持
ESGV
VANGUARD WORLD FD
+$615.0K
207,037
-0%
减持
EUDG
WISDOMTREE TR
-$599.3K
31,286
-36%
减持
SCHZ
SCHWAB STRATEGIC TR
-$587.6K
29,168
-30%
增持
SCHV
SCHWAB STRATEGIC TR
+$571.0K
34,692
+32%
增持
—
BARRICK GOLD CORP
+$562.6K
71,640
+89%
增持
XCCC
BONDBLOXX ETF TRUST
+$471.8K
24,350
+116%
增持
SCHD
SCHWAB STRATEGIC TR
-$462.0K
462,695
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$432.7K
28,197
+25%
建仓
LW
LAMB WESTON HLDGS INC
+$417.7K
4,968
增持
SPGP
INVESCO EXCHANGE TRADED FD T
-$411.9K
144,591
+1%
建仓
BBBY
BEYOND INC
+$404.8K
30,949
增持
GOOGL
ALPHABET INC
+$378.8K
11,853
+0%
清仓
—
HASHICORP INC
-$355.3K
0
-100%
减持
AAPL
APPLE INC
+$305.8K
8,536
-2%
减持
JPM
JPMORGAN CHASE & CO.
-$305.6K
537
-74%
清仓
—
PROSHARES TR
-$297.4K
0
-100%
减持
SCHO
SCHWAB STRATEGIC TR
-$284.7K
38,835
-13%
清仓
FE
FIRSTENERGY CORP
-$276.1K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$271.8K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$265.7K
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$257.5K
79,629
+0%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$248.4K
35,450
-5%
增持
IWV
ISHARES TR
+$241.8K
18,018
+2%
增持
PINS
PINTEREST INC
+$228.4K
17,787
+11%
减持
XT
ISHARES TR
-$224.4K
17,724
-17%
减持
VTIP
VANGUARD MALVERN FDS
-$203.7K
15,827
-22%
清仓
—
SYNOVUS FINL CORP
-$198.3K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$192.0K
2,643
-63%
增持
—
GLOBAL E ONLINE LTD
+$190.5K
21,909
+32%
减持
AMZN
AMAZON COM INC
+$181.5K
18,311
-2%
增持
NEM
NEWMONT CORP
+$168.0K
14,914
+17%
增持
USB
US BANCORP DEL
-$156.3K
32,440
+0%
增持
VOO
VANGUARD INDEX FDS
+$150.6K
5,721
+1%
增持
QQQ
INVESCO QQQ TR
+$127.2K
3,281
+1%
减持
GLD
SPDR GOLD TR
-$122.2K
2,922
-20%
建仓
XLU
SELECT SECTOR SPDR TR
+$115.8K
1,700
增持
RH
RH
-$113.7K
1,132
+1%
增持
MSOS
ADVISORSHARES TR
+$112.1K
64,464
+79%
减持
INTC
INTEL CORP
-$108.8K
3,606
-28%
增持
HYGV
FLEXSHARES TR
+$107.9K
79,886
+5%
增持
SCHM
SCHWAB STRATEGIC TR
+$101.5K
16,531
+14%
减持
CRM
SALESFORCE INC
-$82.9K
1,716
-1%
增持
AMPL
AMPLITUDE INC
-$81.7K
42,055
+0%
建仓
ET
ENERGY TRANSFER L P
+$81.1K
5,000
清仓
ELV
ELEVANCE HEALTH INC
-$72.6K
0
-100%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
-$72.0K
785,576
+1%
增持
RTX
RTX CORPORATION
+$65.6K
1,636
+62%
增持
T
AT&T INC
+$64.0K
39,166
+1%
清仓
VNQ
VANGUARD INDEX FDS
-$55.2K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$48.9K
4,605
-19%
建仓
ROKU
ROKU INC
+$48.0K
801
清仓
—
SPIRIT AIRLS INC
-$47.8K
0
-100%
减持
CSCO
CISCO SYS INC
-$47.4K
60
-94%
增持
ALB
ALBEMARLE CORP
-$45.3K
1,337
+2%
减持
VIGI
VANGUARD WHITEHALL FDS
-$41.5K
3,828
-11%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$40.4K
66,709
-0%
增持
F
FORD MTR CO DEL
-$39.2K
57,215
+0%
减持
O
REALTY INCOME CORP
-$37.0K
1,450
-31%
增持
EEM
ISHARES TR
+$36.1K
20,541
+1%
减持
PFE
PFIZER INC
-$35.5K
5,588
-19%
增持
CVX
CHEVRON CORP NEW
+$34.9K
2,808
+10%
减持
AVGO
BROADCOM INC
-$34.4K
24
-56%
增持
V
VISA INC
-$34.1K
2,221
+0%
增持
ENB
ENBRIDGE INC
+$33.5K
4,538
+28%
增持
XLK
SELECT SECTOR SPDR TR
+$33.5K
1,285
+4%
减持
—
ASML HOLDING N V
+$33.3K
730
-1%
减持
LLY
ELI LILLY & CO
+$31.2K
434
-7%
增持
TWLO
TWILIO INC
-$30.8K
7,767
+1%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$29.4K
33,366
-1%
减持
DGRO
ISHARES TR
-$29.2K
26,272
-1%
增持
CRON
CRONOS GROUP INC
+$28.5K
37,935
+65%
增持
VDE
VANGUARD WORLD FD
+$27.0K
833
+38%
清仓
ECH
ISHARES INC
-$26.6K
0
-100%
减持
MRK
MERCK & CO INC
-$24.8K
1,264
-8%
减持
SCHG
SCHWAB STRATEGIC TR
-$24.2K
10,304
-10%
减持
UPS
UNITED PARCEL SERVICE INC
-$23.5K
202
-41%
清仓
MCD
MCDONALDS CORP
-$22.0K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$21.6K
358
+371%
减持
VEEV
VEEVA SYS INC
-$21.3K
34
-71%
减持
VO
VANGUARD INDEX FDS
-$21.1K
946
-5%
清仓
PLBY
PLBY GROUP INC
-$20.9K
0
-100%
减持
CVS
CVS HEALTH CORP
-$20.7K
55
-82%
增持
SPY
SPDR S&P 500 ETF TR
+$20.5K
721
+1%
增持
JNJ
JOHNSON & JOHNSON
-$20.2K
1,925
+1%
减持
TFC
TRUIST FINL CORP
-$19.6K
1,000
-33%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$19.5K
168
-51%
清仓
TER
TERADYNE INC
-$19.3K
0
-100%
清仓
—
AON PLC
-$19.0K
0
-100%
减持
CODI
COMPASS DIVERSIFIED
-$17.6K
396
-64%
增持
SCHX
SCHWAB STRATEGIC TR
+$17.3K
1,318
+21%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$17.3K
836
-20%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$17.1K
16,314
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$16.7K
1,434
+0%
减持
AFL
AFLAC INC
-$15.8K
386
-34%
减持
—
ACCENTURE PLC IRELAND
-$15.7K
18
-70%
减持
DUK
DUKE ENERGY CORP NEW
-$15.6K
169
-50%
增持
—
CONFLUENT INC
-$15.5K
17,181
+0%
减持
GPN
GLOBAL PMTS INC
-$15.3K
364
-4%
增持
KVUE
KENVUE INC
-$14.7K
5,522
+3%
减持
—
DUPONT DE NEMOURS INC
-$14.0K
100
-65%
减持
YUM
YUM BRANDS INC
-$13.9K
6
-94%
减持
COST
COSTCO WHSL CORP NEW
+$13.8K
142
-3%
减持
ITW
ILLINOIS TOOL WKS INC
-$13.4K
15
-76%
增持
GDX
VANECK ETF TRUST
+$12.7K
874
+63%
清仓
NVO
NOVO-NORDISK A S
-$12.6K
0
-100%
减持
SYY
SYSCO CORP
-$12.1K
20
-88%
减持
VGT
VANGUARD WORLD FD
+$11.8K
347
-3%
清仓
C
CITIGROUP INC
-$11.5K
0
-100%
清仓
MMM
3M CO
-$11.5K
0
-100%
减持
SPYM
SPDR SER TR
-$11.3K
16,287
-5%
增持
—
EXXON MOBIL CORP
+$10.9K
1,745
+7%
建仓
NUS
NU SKIN ENTERPRISES INC
+$10.5K
1,000
减持
TLT
ISHARES TR
-$10.3K
2,317
-2%
清仓
DEO
DIAGEO PLC
-$9.8K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$9.5K
470
+52%
增持
INCY
INCYTE CORP
+$9.3K
350
+67%
减持
COP
CONOCOPHILLIPS
-$9.1K
130
-31%
减持
SOXX
ISHARES TR
+$8.9K
975
-5%
减持
DGRW
WISDOMTREE TR
-$8.7K
1,437
-9%
清仓
PNC
PNC FINL SVCS GROUP INC
-$8.6K
0
-100%
减持
CMCSA
COMCAST CORP NEW
-$8.5K
357
-31%
清仓
DOW
DOW INC
-$8.2K
0
-100%
清仓
EMB
ISHARES TR
-$8.2K
0
-100%
减持
KO
COCA COLA CO
-$8.1K
19
-88%
减持
INTU
INTUIT
-$7.7K
12
-50%
建仓
ZH
ZHIHU INC
+$7.5K
2,748
减持
PGR
PROGRESSIVE CORP
-$7.4K
78
-32%
减持
MSFT
MICROSOFT CORP
+$7.3K
5,444
-6%
减持
OKTA
OKTA INC
-$7.1K
592
-1%
增持
—
TELLURIAN INC NEW
+$7.1K
185,178
+1%
减持
PEP
PEPSICO INC
-$7.1K
24
-62%
减持
—
INVESTMENT MANAGERS SER TR I
-$6.7K
245
-35%
清仓
SAP
SAP SE
-$6.6K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$6.5K
129
-4%
建仓
BX
BLACKSTONE INC
+$6.2K
50
