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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 120 项
建仓 44
增持 44
减持 23
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
PM
PHILIP MORRIS INTL INC
-$6.8M
78,516
-41%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$3.4M
477,174
+2%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$2.4M
782,599
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。
+0%
增持
IWV
ISHARES TR
+$1.4M
18,025
+17%
增持
SCHD
SCHWAB STRATEGIC TR
-$1.3M
1,285,407
+1%
清仓
—
BARRICK GOLD CORP
-$1.3M
0
-100%
减持
NEM
NEWMONT CORP
-$1.2M
5,098
-83%
增持
GOOGL
ALPHABET INC
+$996.9K
16,183
+35%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
+$951.5K
142,405
-1%
增持
NVDA
NVIDIA CORPORATION
+$760.3K
14,472
+3%
增持
IWM
ISHARES TR
+$655.8K
4,178
+239%
减持
BABA
ALIBABA GROUP HLDG LTD
-$610.3K
57
-99%
增持
VOO
VANGUARD INDEX FDS
+$580.0K
8,268
+3%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$565.3K
69,152
+47%
清仓
TQQQ
PROSHARES TR
-$549.4K
0
-100%
减持
MSFT
MICROSOFT CORP
+$505.5K
4,259
-1%
增持
NG
NOVAGOLD RES INC
+$499.7K
263,439
+33%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$485.5K
66,595
+0%
增持
AMZN
AMAZON COM INC
+$455.6K
15,327
+0%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$427.7K
94,502
-1%
建仓
EWZ
ISHARES INC
+$418.9K
14,519
减持
MO
ALTRIA GROUP INC
-$403.4K
94,920
-5%
建仓
HIMS
HIMS & HERS HEALTH INC
+$371.2K
7,446
减持
ADBE
ADOBE INC
-$324.0K
724
-54%
清仓
GO
GROCERY OUTLET HLDG CORP
-$284.8K
0
-100%
建仓
B
BARRICK MNG CORP
+$275.7K
13,240
增持
META
META PLATFORMS INC
+$261.9K
1,580
+1%
增持
QQQ
INVESCO QQQ TR
+$239.9K
2,616
+2%
清仓
—
NEBIUS GROUP N.V.
-$227.7K
0
-100%
建仓
—
VALARIS LTD
+$222.8K
5,291
减持
JNJ
JOHNSON & JOHNSON
-$218.2K
72
-95%
建仓
—
NOBLE CORP PLC
+$213.3K
8,035
减持
GUNR
FLEXSHARES TR
-$199.3K
11,009
-33%
减持
—
PERRIGO CO PLC
-$175.8K
16,470
-25%
增持
RH
RH
+$171.3K
2,422
+98%
增持
CLOZ
SERIES PORTFOLIOS TR
+$168.5K
94,596
+6%
减持
GLD
SPDR GOLD TR
-$165.6K
815
-43%
减持
PLD
PROLOGIS INC.
-$154.4K
517
-72%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$136.8K
4,624
+14%
增持
—
SEADRILL LTD
+$136.7K
15,380
+44%
建仓
MPLX
MPLX LP
+$118.5K
2,300
增持
USB
US BANCORP DEL
+$101.8K
32,517
+0%
增持
MU
MICRON TECHNOLOGY INC
+$99.4K
855
+1139%
增持
—
TRANSOCEAN LTD
+$97.4K
190,028
+53%
清仓
PINS
PINTEREST INC
-$92.3K
0
-100%
减持
ARDC
ARES DYNAMIC CR ALLOCATION F
-$68.0K
20,166
-20%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$57.9K
616
建仓
IEF
ISHARES TR
+$56.7K
592
清仓
ROKU
ROKU INC
-$56.4K
0
-100%
建仓
IEI
ISHARES TR
+$50.6K
425
增持
IAU
ISHARES GOLD TR
+$50.0K
13,365
+1%
减持
EGO
ELDORADO GOLD CORP NEW
-$46.5K
12,600
-30%
增持
AMD
ADVANCED MICRO DEVICES INC
+$46.2K
656
+44%
建仓
BSV
VANGUARD BD INDEX FDS
+$45.5K
578
增持
CVX
CHEVRON CORP NEW
-$42.8K
1,973
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$41.3K
1,212
+2%
建仓
VTV
VANGUARD INDEX FDS
+$34.8K
197
减持
KVUE
KENVUE INC
-$34.4K
3,252
-24%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$24.4K
565
减持
EMXC
ISHARES INC
-$22.6K
157
-73%
减持
JIG
J P MORGAN EXCHANGE TRADED F
-$21.7K
88
-80%
增持
WMT
WALMART INC
+$21.1K
824
+22%
增持
HYGV
FLEXSHARES TR
+$20.4K
30,724
+0%
建仓
CLOX
SERIES PORTFOLIOS TR
+$20.0K
781
增持
COST
COSTCO WHSL CORP NEW
+$19.3K
155
+9%
建仓
SPEM
SPDR INDEX SHS FDS
+$18.3K
429
清仓
EMR
EMERSON ELEC CO
-$18.3K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$18.1K
318
建仓
XLRE
SELECT SECTOR SPDR TR
+$16.5K
398
建仓
IJH
ISHARES TR
+$16.3K
262
增持
TLT
ISHARES TR
+$15.4K
3,193
+9%
减持
RS
RELIANCE INC
-$13.2K
188
-25%
建仓
CSCO
CISCO SYS INC
+$12.7K
183
减持
VIGI
VANGUARD WHITEHALL FDS
+$10.6K
2,168
-3%
减持
LDUR
PIMCO ETF TR
-$9.9K
2,270
-4%
增持
PG
PROCTER AND GAMBLE CO
+$9.7K
65
+1525%
增持
MRK
MERCK & CO INC
-$9.1K
1,318
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$8.9K
51
+113%
建仓
TSLA
TESLA INC
+$8.9K
28
建仓
EDV
VANGUARD WORLD FD
+$8.9K
132
建仓
XGDVX
GABELLI DIVID & INCOME TR
+$8.7K
334
增持
AAPL
APPLE INC
+$8.4K
7,760
+9%
建仓
NFLX
NETFLIX INC
+$8.0K
6
增持
APA
APA CORPORATION
-$7.8K
8,724
+10%
减持
INTC
INTEL CORP
-$7.8K
784
-30%
建仓
RTX
RTX CORPORATION
+$7.5K
52
建仓
VST
VISTRA CORP
+$7.1K
37
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$6.7K
23
建仓
AMLP
ALPS ETF TR
+$6.7K
137
建仓
AEP
AMERICAN ELEC PWR CO INC
+$6.6K
63
增持
LLY
ELI LILLY & CO
-$6.6K
266
+3%
建仓
ED
CONSOLIDATED EDISON INC
+$6.4K
64
建仓
MCD
MCDONALDS CORP
+$6.3K
22
建仓
QCOM
QUALCOMM INC
+$6.2K
39
建仓
KO
COCA COLA CO
+$5.8K
82
建仓
PRU
PRUDENTIAL FINL INC
+$5.5K
51
建仓
KMI
KINDER MORGAN INC DEL
+$5.3K
179
建仓
WMB
WILLIAMS COS INC
+$5.3K
84
建仓
JEF
JEFFERIES FINL GROUP INC
+$4.8K
88
建仓
KR
KROGER CO
+$4.7K
66
增持
BAC
BANK AMERICA CORP
+$4.7K
191
+82%
增持
PEP
PEPSICO INC
+$4.6K
62
+158%
建仓
BX
BLACKSTONE INC
+$4.5K
30
增持
NEE
NEXTERA ENERGY INC
+$4.4K
70
+1067%
建仓
C
CITIGROUP INC
+$4.2K
49
增持
PFE
PFIZER INC
-$4.1K
5,600
+1%
建仓
MMM
3M CO
+$4.0K
27
增持
CVS
CVS HEALTH CORP
+$3.7K
107
+95%
建仓
KHC
KRAFT HEINZ CO
+$3.5K
136
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.5K
7,629
+1%
建仓
TSN
TYSON FOODS INC
+$3.3K
59
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$3.3K
70
建仓
UPS
UNITED PARCEL SERVICE INC
+$3.1K
31
增持
UNH
UNITEDHEALTH GROUP INC
+$2.9K
19
+217%
建仓
D
DOMINION ENERGY INC
+$2.4K
43
增持
ABBV
ABBVIE INC
-$2.4K
355
+9%
减持
GDX
VANECK ETF TRUST
+$1.8K
629
-7%
清仓
—
INVESTMENT MANAGERS SER TR I
-$1.7K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$720
700
+22%
清仓
ACB
AURORA CANNABIS INC
+$0
0
