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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 5
增持 43
减持 65
清仓 37
方向
标的
Δ市值
现股数(环比)
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$3.9M
365,198
+24%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.2M
463,432
+0%
减持
VTI
VANGUARD INDEX FDS
+$3.2M
210,442
-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
XCCC
BONDBLOXX ETF TRUST
+$1.4M
58,829
+142%
减持
NVDA
NVIDIA CORPORATION
-$1.2M
5,190
-64%
清仓
BTAL
AGF INVTS TR
-$1.2M
0
-100%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$1.1M
787,543
+0%
增持
ESGV
VANGUARD WORLD FD
+$1.0M
207,042
+0%
建仓
—
CAPRI HOLDINGS LIMITED
+$956.9K
22,546
减持
PM
PHILIP MORRIS INTL INC
+$924.8K
145,824
-12%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$924.7K
0
-100%
减持
XT
ISHARES TR
-$833.0K
3,445
-81%
清仓
PINS
PINTEREST INC
-$783.9K
0
-100%
减持
IWV
ISHARES TR
-$625.1K
15,109
-16%
减持
NG
NOVAGOLD RES INC
-$537.1K
155,327
-54%
增持
HYGV
FLEXSHARES TR
+$528.2K
90,138
+13%
建仓
IWM
ISHARES TR
+$522.6K
2,366
增持
FNDX
SCHWAB STRATEGIC TR
+$502.6K
15,582
+70%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$502.5K
20,945
+39%
增持
FREL
FIDELITY COVINGTON TRUST
+$492.5K
17,594
+1606%
增持
SCHZ
SCHWAB STRATEGIC TR
+$474.2K
37,956
+30%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$426.7K
0
-100%
减持
AMZN
AMAZON COM INC
-$355.7K
17,082
-7%
清仓
—
FRONTIER COMMUNICATIONS PARE
-$350.2K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$328.4K
2,548
-22%
增持
—
GLOBAL E ONLINE LTD
+$321.3K
29,030
+33%
增持
SCHO
SCHWAB STRATEGIC TR
+$297.8K
44,242
+14%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$297.2K
79,632
+0%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$291.6K
144,766
+0%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$286.3K
66,674
-0%
减持
NEM
NEWMONT CORP
-$286.1K
6,330
-58%
减持
FUTY
FIDELITY COVINGTON TRUST
+$285.7K
39,546
-1%
减持
T
AT&T INC
-$281.8K
21,213
-46%
减持
GOOGL
ALPHABET INC
-$258.5K
11,459
-3%
增持
SCHV
SCHWAB STRATEGIC TR
+$253.3K
35,128
+1%
清仓
TLT
ISHARES TR
-$212.7K
0
-100%
减持
OXY
OCCIDENTAL PETE CORP
-$210.4K
10,578
-12%
增持
CVX
CHEVRON CORP NEW
+$209.8K
4,407
+57%
减持
F
FORD MTR CO
-$207.3K
48,315
-16%
增持
SCHA
SCHWAB STRATEGIC TR
+$184.6K
29,540
+5%
增持
SCHM
SCHWAB STRATEGIC TR
+$176.8K
17,612
+7%
减持
—
CONFLUENT INC
-$173.8K
16,367
-5%
减持
GO
GROCERY OUTLET HLDG CORP
-$167.2K
19,605
-15%
减持
—
TRANSOCEAN LTD
-$165.8K
97,212
-10%
减持
LLY
ELI LILLY & CO
-$163.5K
259
-40%
增持
VOO
VANGUARD INDEX FDS
+$160.2K
5,726
+0%
减持
BABA
ALIBABA GROUP HLDG LTD
+$150.9K
7,973
-17%
减持
—
ASML HOLDING N V
-$147.5K
719
-2%
减持
MO
ALTRIA GROUP INC
+$147.3K
131,259
-9%
减持
MSFT
MICROSOFT CORP
-$146.2K
5,315
-2%
增持
SCHX
SCHWAB STRATEGIC TR
+$144.0K
3,371
+156%
减持
LW
LAMB WESTON HLDGS INC
-$142.7K
4,248
-14%
减持
GLD
SPDR GOLD TR
-$128.5K
2,056
-30%
清仓
—
TELLURIAN INC NEW
-$128.3K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$128.2K
2,527
+31%
减持
META
META PLATFORMS INC
-$104.4K
1,626
-21%
减持
BBBY
BEYOND INC
-$104.2K
29,820
-4%
减持
DGRO
ISHARES TR
+$101.9K
25,769
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$100.4K
10,937
+6%
减持
—
BARRICK GOLD CORP
+$94.9K
64,850
-9%
减持
V
VISA INC
-$94.1K
1,778
-20%
减持
EEM
ISHARES TR
-$91.0K
17,091
-17%
增持
XLE
SELECT SECTOR SPDR TR
+$85.4K
30,245
+7%
减持
—
PERRIGO CO PLC
-$84.9K
21,516
-15%
减持
VIGI
VANGUARD WHITEHALL FDS
-$78.0K
2,641
-31%
减持
INTC
INTEL CORP
-$76.6K
1,494
-59%
减持
RTX
RTX CORPORATION
-$73.4K
750
-54%
减持
DGRW
WISDOMTREE TR
-$70.8K
497
-65%
减持
VYM
VANGUARD WHITEHALL FDS
+$70.2K
7,762
-0%
减持
MSOS
ADVISORSHARES TR
-$66.5K
56,632
-12%
增持
XLU
SELECT SECTOR SPDR TR
+$63.9K
2,225
+31%
减持
EUDG
WISDOMTREE TR
+$58.8K
31,134
-0%
清仓
—
LAM RESEARCH CORP
-$58.6K
0
-100%
增持
ENB
ENBRIDGE INC
+$58.2K
5,410
+19%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$55.5K
206
+3333%
减持
VXUS
VANGUARD STAR FDS
+$54.2K
18,420
-2%
清仓
EXPE
EXPEDIA GROUP INC
-$52.9K
0
-100%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$52.6K
29,065
-13%
增持
XLK
SELECT SECTOR SPDR TR
+$52.4K
1,520
+18%
减持
RH
RH
+$51.7K
982
-13%
建仓
MPLX
MPLX LP
+$51.0K
1,146
清仓
STAG
STAG INDL INC
-$46.9K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$41.7K
1,358
-5%
减持
VPU
VANGUARD WORLD FD
-$41.3K
153
-67%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$41.0K
49
-62%
增持
SPYV
SPDR SER TR
+$38.7K
2,835
+24%
减持
AMPL
AMPLITUDE INC
-$34.6K
37,865
-10%
增持
VO
VANGUARD INDEX FDS
+$33.7K
996
+5%
清仓
—
BLACKROCK INC
-$33.1K
0
-100%
减持
VUG
VANGUARD INDEX FDS
+$32.7K
6,122
-1%
减持
XNIEX
VIRTUS EQUITY & CONV INCM FD
-$32.3K
79
-95%
增持
XLF
SELECT SECTOR SPDR TR
+$30.7K
4,855
+5%
清仓
EBF
ENNIS INC
-$30.6K
0
-100%
建仓
BA
BOEING CO
+$30.4K
200
增持
VOE
VANGUARD INDEX FDS
+$30.4K
645
+25%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$29.6K
0
-100%
减持
SOXX
ISHARES TR
-$27.2K
925
-5%
减持
XLV
SELECT SECTOR SPDR TR
-$25.4K
4,510
-9%
减持
—
EXXON MOBIL CORP
-$23.8K
1,511
-13%
增持
IVV
ISHARES TR
+$23.3K
67
+139%
减持
SO
SOUTHERN CO
-$23.2K
211
-61%
清仓
INCY
INCYTE CORP
-$21.2K
0
-100%
增持
IFRA
ISHARES TR
+$21.0K
2,600
+8%
减持
ALB
ALBEMARLE CORP
-$20.5K
1,132
-15%
减持
AAPL
APPLE INC
+$19.8K
7,801
-9%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$19.7K
0
-100%
减持
EFAV
ISHARES TR
-$18.9K
261
-53%
清仓
JQUA
J P MORGAN EXCHANGE TRADED F
-$17.7K
0
-100%
增持
O
REALTY INCOME CORP
+$17.0K
1,475
+2%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$16.9K
0
-100%
清仓
DNP
DNP SELECT INCOME FD INC
-$15.6K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$15.2K
16,764
+3%
减持
JIG
J P MORGAN EXCHANGE TRADED F
-$14.5K
762
-26%
增持
VZ
VERIZON COMMUNICATIONS INC
+$14.2K
2,743
+4%
清仓
CMCSA
COMCAST CORP NEW
-$14.0K
0
-100%
增持
SHYG
ISHARES TR
+$13.2K
305
+30400%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$12.0K
8,923
+1%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$11.8K
806
-4%
清仓
DOCU
DOCUSIGN INC
-$11.4K
0
-100%
增持
GDX
VANECK ETF TRUST
+$11.1K
1,024
+17%
建仓
VNQ
VANGUARD INDEX FDS
+$11.1K
114
减持
KLAC
KLA CORP
-$11.0K
22
-35%
清仓
NUS
NU SKIN ENTERPRISES INC
-$10.5K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$10.3K
0
-100%
清仓
CODI
COMPASS DIVERSIFIED
-$8.7K
0
-100%
清仓
XLC
SELECT SECTOR SPDR TR
-$8.6K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$8.0K
0
-100%
清仓
ISRG
INTUITIVE SURGICAL INC
-$8.0K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$8.0K
450
+26%
增持
PFE
PFIZER INC
+$7.4K
5,659
+1%
减持
SPSM
SPDR SER TR
+$7.4K
2,638
-3%
清仓
SLB
SCHLUMBERGER LTD
-$7.1K
0
-100%
清仓
—
NXP SEMICONDUCTORS N V
-$6.5K
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO
-$6.3K
0
-100%
清仓
VEEV
VEEVA SYS INC
-$6.2K
0
-100%
减持
VDE
VANGUARD WORLD FD
-$6.2K
817
-2%
清仓
MA
MASTERCARD INCORPORATED
-$6.2K
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$6.0K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$5.6K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.2K
889
-5%
清仓
PCAR
PACCAR INC
-$5.0K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$4.2K
456
-6%
清仓
PH
PARKER-HANNIFIN CORP
-$4.0K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$3.8K
70
-24%
清仓
—
DARIOHEALTH CORP
-$3.4K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$3.4K
750
+2%
减持
TWLO
TWILIO INC
+$3.3K
6,816
-12%
减持
RUM
RUMBLE INC
-$3.3K
1,100
-33%
清仓
ROK
ROCKWELL AUTOMATION INC
-$3.0K
0
-100%
增持
AVGO
BROADCOM INC
+$2.9K
240
+900%
