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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 4
增持 11
减持 63
清仓 72
方向
标的
Δ市值
现股数(环比)
增持
SCHD
SCHWAB STRATEGIC TR
-$4.8M
1,256,921
+171%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$3.6M
420,427
+15%
清仓
SFBS
SERVISFIRST BANCSHARES INC
-$2.9M
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。
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$2.8M
0
-100%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$2.7M
786,750
-0%
减持
XLE
SELECT SECTOR SPDR TR
-$2.7M
20
-100%
清仓
VUG
VANGUARD INDEX FDS
-$2.4M
0
-100%
清仓
XCCC
BONDBLOXX ETF TRUST
-$2.3M
0
-100%
减持
HYGV
FLEXSHARES TR
-$2.3M
36,628
-59%
清仓
SCHO
SCHWAB STRATEGIC TR
-$2.2M
0
-100%
清仓
FUTY
FIDELITY COVINGTON TRUST
-$2.0M
0
-100%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$1.8M
0
-100%
建仓
BTAL
AGF INVTS TR
+$1.7M
91,441
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$1.7M
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$1.5M
0
-100%
清仓
SCHM
SCHWAB STRATEGIC TR
-$1.5M
0
-100%
减持
DGRO
ISHARES TR
-$1.4M
3,934
-85%
清仓
VXUS
VANGUARD STAR FDS
-$1.2M
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$1.1M
0
-100%
清仓
FNDX
SCHWAB STRATEGIC TR
-$1.1M
0
-100%
清仓
SPYM
SPDR SER TR
-$1.1M
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$1.0M
202,081
-4%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.0M
95,060
+19%
增持
NVDA
NVIDIA CORPORATION
+$853.6K
11,050
+113%
减持
PM
PHILIP MORRIS INTL INC
-$822.0K
140,266
-4%
减持
—
CAPRI HOLDINGS LIMITED
-$660.1K
14,092
-37%
建仓
TAIL
CAMBRIA ETF TR
+$612.4K
54,675
减持
ESGV
VANGUARD WORLD FD
+$582.9K
206,205
-0%
减持
MO
ALTRIA GROUP INC
-$548.9K
117,624
-10%
减持
MSFT
MICROSOFT CORP
-$523.9K
4,183
-21%
清仓
FREL
FIDELITY COVINGTON TRUST
-$518.7K
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$513.8K
66,594
-0%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$488.0K
0
-100%
减持
—
GLOBAL E ONLINE LTD
+$442.7K
28,582
-2%
减持
CRM
SALESFORCE INC
-$407.2K
187
-89%
减持
VYM
VANGUARD WHITEHALL FDS
-$382.9K
4,798
-38%
减持
CVX
CHEVRON CORP NEW
-$367.3K
1,945
-56%
清仓
XLK
SELECT SECTOR SPDR TR
-$343.2K
0
-100%
清仓
NEM
NEWMONT CORP
-$338.3K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$331.0K
141
-80%
减持
XLV
SELECT SECTOR SPDR TR
-$330.5K
2,647
-41%
减持
—
BARRICK GOLD CORP
-$314.3K
62,939
-3%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$314.1K
14,715
-49%
增持
GOOGL
ALPHABET INC
+$310.0K
11,677
+2%
清仓
LW
LAMB WESTON HLDGS INC
-$275.0K
0
-100%
减持
MSOS
ADVISORSHARES TR
-$266.5K
36,632
-35%
清仓
VO
VANGUARD INDEX FDS
-$262.8K
0
-100%
减持
IWM
ISHARES TR
-$250.4K
1,232
-48%
增持
VOO
VANGUARD INDEX FDS
+$235.2K
6,044
+6%
清仓
SCHX
SCHWAB STRATEGIC TR
-$228.7K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$220.0K
0
-100%
清仓
ENB
ENBRIDGE INC
-$219.7K
0
-100%
清仓
SOXX
ISHARES TR
-$213.3K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$189.3K
1,523
-40%
清仓
XLU
SELECT SECTOR SPDR TR
-$179.7K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$176.1K
0
-100%
减持
—
EXXON MOBIL CORP
-$175.8K
12
-99%
减持
BBBY
BEYOND INC
-$174.3K
25,612
-14%
减持
GLD
SPDR GOLD TR
-$151.8K
1,437
-30%
清仓
SPYV
SPDR SER TR
-$149.9K
0
-100%
减持
ABBV
ABBVIE INC
-$137.8K
326
-67%
减持
AMZN
AMAZON COM INC
+$133.6K
15,117
-12%
减持
AAPL
APPLE INC
-$128.5K
6,745
-14%
清仓
—
CHUBB LIMITED
-$127.8K
0
-100%
清仓
IFRA
ISHARES TR
-$122.1K
0
-100%
清仓
SPSM
SPDR SER TR
-$120.1K
0
-100%
清仓
WSO
WATSCO INC
-$113.1K
0
-100%
减持
HD
HOME DEPOT INC
-$108.2K
226
-53%
清仓
VOE
VANGUARD INDEX FDS
-$108.1K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$107.5K
24
-96%
清仓
VDE
VANGUARD WORLD FD
-$100.1K
0
-100%
减持
EEM
ISHARES TR
-$98.8K
16,379
-4%
清仓
ORCL
ORACLE CORP
-$97.6K
0
-100%
清仓
O
REALTY INCOME CORP
-$93.5K
0
-100%
清仓
RTX
RTX CORPORATION
-$90.9K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$88.8K
1,183
-13%
减持
TWLO
TWILIO INC
-$85.0K
3,327
-51%
减持
VZ
VERIZON COMMUNICATIONS INC
-$83.2K
1,000
-64%
清仓
ET
ENERGY TRANSFER L P
-$80.3K
0
-100%
减持
IWV
ISHARES TR
+$80.2K
15,009
-1%
减持
HON
HONEYWELL INTL INC
-$80.0K
21
-95%
清仓
MS
MORGAN STANLEY
-$71.3K
0
-100%
增持
NG
NOVAGOLD RES INC
-$68.1K
170,787
+10%
减持
V
VISA INC
+$66.7K
1,758
-1%
减持
PLD
PROLOGIS INC.
-$58.9K
1,867
-8%
清仓
BND
VANGUARD BD INDEX FDS
-$56.3K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$55.7K
6
-97%
减持
AMPL
AMPLITUDE INC
+$55.1K
37,415
-1%
减持
VIGI
VANGUARD WHITEHALL FDS
-$54.9K
2,228
-16%
减持
RH
RH
+$54.2K
972
-1%
减持
STKL
SUNOPTA INC
+$50.5K
38,604
-0%
清仓
FNDF
SCHWAB STRATEGIC TR
-$48.6K
0
-100%
清仓
AFL
AFLAC INC
-$43.2K
0
-100%
建仓
BLK
BLACKROCK INC
+$43.1K
42
清仓
TFC
TRUIST FINL CORP
-$42.8K
0
-100%
减持
OKTA
OKTA INC
-$41.5K
32
-95%
清仓
DGRW
WISDOMTREE TR
-$41.4K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$40.6K
0
-100%
清仓
IVV
ISHARES TR
-$38.6K
0
-100%
清仓
—
PRIMO WATER CORPORATION
-$37.9K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$35.4K
0
-100%
减持
F
FORD MTR CO
-$35.2K
47,978
-1%
建仓
LRCX
LAM RESEARCH CORP
+$33.9K
470
减持
GPN
GLOBAL PMTS INC
-$31.9K
30
-91%
清仓
BA
BOEING CO
-$30.4K
0
-100%
减持
NOW
SERVICENOW INC
+$28.7K
249
-5%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$28.7K
628
-22%
清仓
UPS
UNITED PARCEL SERVICE INC
-$27.5K
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD
-$27.4K
9,655
+21%
清仓
CI
THE CIGNA GROUP
-$27.4K
0
-100%
清仓
VPU
VANGUARD WORLD FD
-$26.6K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$26.6K
0
-100%
增持
GO
GROCERY OUTLET HLDG CORP
-$26.1K
20,370
+4%
减持
GILD
GILEAD SCIENCES INC
-$24.6K
160
-66%
清仓
AXP
AMERICAN EXPRESS CO
-$24.1K
0
-100%
增持
—
TRANSOCEAN LTD
-$22.7K
104,128
+7%
减持
OXY
OCCIDENTAL PETE CORP
-$22.6K
10,576
-0%
减持
JIG
J P MORGAN EXCHANGE TRADED F
-$20.9K
489
-36%
清仓
UNP
UNION PAC CORP
-$20.7K
0
-100%
减持
KVUE
KENVUE INC
-$20.5K
5,022
-9%
清仓
PGR
PROGRESSIVE CORP
-$19.8K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$19.5K
0
-100%
清仓
MCK
MCKESSON CORP
-$19.3K
0
-100%
清仓
SO
SOUTHERN CO
-$19.0K
0
-100%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
+$19.0K
144,657
-0%
清仓
GD
GENERAL DYNAMICS CORP
-$18.4K
0
-100%
减持
GDX
VANECK ETF TRUST
-$17.9K
674
-34%
减持
TXN
TEXAS INSTRS INC
-$17.1K
18
-82%
清仓
XLB
SELECT SECTOR SPDR TR
-$16.9K
0
-100%
清仓
TGT
TARGET CORP
-$15.1K
0
-100%
减持
MPLX
MPLX LP
-$14.9K
754
-34%
减持
—
EATON CORP PLC
-$14.5K
187
-19%
清仓
KKR
KKR & CO INC
-$14.2K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP
-$13.7K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$13.7K
0
-100%
清仓
SHYG
ISHARES TR
-$13.2K
0
-100%
减持
T
AT&T INC
+$13.2K
21,077
-1%
减持
INTC
INTEL CORP
-$12.7K
1,117
-25%
清仓
VT
VANGUARD INTL EQUITY INDEX F
-$12.0K
0
-100%
增持
PFE
PFIZER INC
-$11.5K
5,738
+1%
清仓
VNQ
VANGUARD INDEX FDS
-$11.1K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$11.1K
37
-24%
清仓
LOW
LOWES COS INC
-$10.8K
0
-100%
减持
ALB
ALBEMARLE CORP
-$10.5K
1,124
-1%
清仓
SPYD
SPDR SER TR
-$10.3K
0
-100%
清仓
NDAQ
NASDAQ INC
-$10.2K
0
-100%
清仓
MAR
MARRIOTT INTL INC NEW
-$9.7K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$7.9K
2,448
-4%
清仓
BX
BLACKSTONE INC
-$7.7K
0
-100%
减持
GOOG
ALPHABET INC
-$6.2K
120
-31%
