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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 4
增持 23
减持 18
清仓 105
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES TR
+$12.0M
122,928
+3285%
减持
SCHD
SCHWAB STRATEGIC TR
+$4.5M
1,437,761
-1%
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$2.7M
48,873
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
XLG
INVESCO EXCHANGE TRADED FD T
-$1.9M
582,044
+3%
减持
ESGV
VANGUARD WORLD FD
-$1.8M
202,272
-0%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$1.2M
122,786
-3%
清仓
EUDG
WISDOMTREE TR
-$1.2M
0
-100%
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$1.1M
27,702
清仓
HYGV
FLEXSHARES TR
-$1.1M
0
-100%
增持
NFLX
NETFLIX INC.
+$1.0M
10,814
+17923%
减持
SITM
SITIME CORP
-$734.0K
686
-75%
增持
IWV
ISHARES TR
+$733.5K
21,171
+15%
清仓
—
GLOBAL E ONLINE LTD
-$629.2K
0
-100%
减持
MO
ALTRIA GROUP INC
+$499.3K
81,649
-4%
增持
ICLO
INVESCO ACTIVELY MANAGED EXC
+$496.9K
93,809
+26%
建仓
—
WHITEFIBER INC
+$481.7K
40,444
增持
MSFT
MICROSOFT CORP
-$463.7K
4,679
+3%
增持
META
META PLATFORMS INC
+$459.6K
3,256
+53%
减持
GOOGL
ALPHABET INC
-$434.9K
15,859
-1%
增持
CLOZ
SERIES PORTFOLIOS TR
+$407.0K
115,781
+20%
增持
NVDA
NVIDIA CORPORATION
+$394.1K
17,415
+23%
增持
TLT
ISHARES TR
+$388.9K
7,698
+141%
建仓
XMAG
TIDAL TRUST II
+$387.2K
17,429
增持
GARP
ISHARES TR
+$380.3K
31,929
+31%
清仓
ONTO
ONTO INNOVATION INC
-$359.4K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$357.0K
70,094
+0%
减持
—
TRANSOCEAN LTD
+$354.7K
171,874
-10%
减持
USB
US BANCORP
-$350.6K
22,553
-21%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$235.0K
821,923
+0%
清仓
ADBE
ADOBE INC
-$230.3K
0
-100%
增持
RH
RH
+$204.9K
4,569
+89%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$204.2K
99,671
+3%
减持
IWM
ISHARES TR
-$203.4K
3,197
-21%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$200.5K
0
-100%
清仓
VIGI
VANGUARD WHITEHALL FDS
-$198.3K
0
-100%
清仓
NOW
SERVICENOW INC
-$190.7K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$154.8K
0
-100%
清仓
DFAX
DIMENSIONAL ETF TRUST
-$154.1K
0
-100%
清仓
AMPL
AMPLITUDE INC
-$152.9K
0
-100%
增持
AMZN
AMAZON COM INC
-$142.7K
16,402
+6%
清仓
LDUR
PIMCO ETF TR
-$140.4K
0
-100%
清仓
ACWI
ISHARES TR
-$136.5K
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$134.0K
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$131.0K
5,509
-29%
清仓
HTGC
HERCULES CAPITAL INC
-$123.4K
0
-100%
清仓
PFE
PFIZER INC
-$122.5K
0
-100%
减持
—
NOBLE CORP PLC
+$108.2K
6,830
-15%
增持
MPLX
MPLX LP
+$107.7K
4,546
+60%
清仓
MRK
MERCK & CO INC
-$98.4K
0
-100%
清仓
HIMS
HIMS & HERS HEALTH INC
-$96.8K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$95.7K
0
-100%
清仓
WMT
WALMART INC
-$91.8K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$91.7K
0
-100%
减持
—
SEADRILL LTD
-$86.2K
9,800
-36%
清仓
IDV
ISHARES TR
-$82.1K
0
-100%
清仓
ABBV
ABBVIE INC
-$81.2K
0
-100%
清仓
LRCX
LAM RESEARCH CORP
-$80.5K
0
-100%
清仓
HD
HOME DEPOT INC
-$77.8K
0
-100%
清仓
SPHD
INVESCO EXCH TRADED FD TR II
-$77.3K
0
-100%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$74.5K
12,307
+48%
增持
SPYM
SPDR SERIES TRUST
+$70.5K
4,098
+35%
减持
WDS
WOODSIDE ENERGY GROUP LTD
+$68.2K
19,481
-24%
清仓
AMAT
APPLIED MATLS INC
-$68.0K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$66.8K
0
-100%
清仓
NKE
NIKE INC
-$59.9K
0
-100%
清仓
—
EATON CORP PLC
-$59.6K
0
-100%
清仓
VRT
VERTIV HOLDINGS CO
-$59.0K
0
-100%
增持
AAPL
APPLE INC
+$57.3K
11,856
+9%
清仓
IEF
ISHARES TR
-$57.3K
0
-100%
清仓
KVUE
KENVUE INC
-$56.1K
0
-100%
清仓
HYUP
DBX ETF TR
-$54.8K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$54.3K
0
-100%
清仓
ARDC
ARES DYNAMIC CR ALLOCATION F
-$53.5K
0
-100%
清仓
IEI
ISHARES TR
-$51.0K
0
-100%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$49.8K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$49.2K
0
-100%
清仓
ITB
ISHARES TR
-$45.9K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$45.9K
0
-100%
清仓
BLK
BLACKROCK INC
-$45.0K
0
-100%
清仓
GDX
VANECK ETF TRUST
-$43.7K
0
-100%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$43.6K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$43.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
-$40.7K
15,519
+4%
清仓
RS
RELIANCE INC
-$40.7K
0
-100%
清仓
CLOX
SERIES PORTFOLIOS TR
-$39.9K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$37.8K
0
-100%
清仓
GOOG
ALPHABET INC
-$37.7K
0
-100%
减持
T
AT&T INC
-$36.4K
8,777
-25%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$34.2K
0
-100%
清仓
BIDU
BAIDU INC
-$34.0K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$33.7K
0
-100%
减持
EGO
ELDORADO GOLD CORP NEW
-$33.5K
7,500
-7%
清仓
HOOD
ROBINHOOD MKTS INC
-$32.3K
0
-100%
清仓
CRM
SALESFORCE INC
-$31.0K
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$29.8K
0
-100%
增持
NG
NOVAGOLD RESOURCES INC
-$28.6K
100,570
+1%
清仓
KLAC
KLA CORP
-$26.7K
0
-100%
减持
CVX
CHEVRON CORPORATION
-$26.5K
1,421
-32%
清仓
ETHV
VANECK ETHEREUM TR
-$26.1K
0
-100%
清仓
DVN
DEVON ENERGY CORP NEW
-$25.9K
0
-100%
清仓
—
EXXON MOBIL CORP
-$25.2K
0
-100%
清仓
PNNT
PENNANTPARK INVT CORP
-$23.5K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$21.4K
0
-100%
清仓
BBBY
BED BATH & BEYOND INC
-$21.2K
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$20.1K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$19.9K
0
-100%
清仓
PAYX
PAYCHEX INC
-$18.7K
0
-100%
清仓
APA
APA CORPORATION
-$18.6K
0
-100%
清仓
ABT
ABBOTT LABS
-$18.5K
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$16.5K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$16.1K
0
-100%
清仓
PEP
PEPSICO INC
-$15.6K
0
-100%
清仓
CSCO
CISCO SYS INC
-$14.2K
0
-100%
减持
GLD
SPDR GOLD TR
+$14.2K
673
-3%
清仓
AGNC
AGNC INVT CORP
-$13.1K
0
-100%
清仓
EMXC
ISHARES INC
-$11.4K
0
-100%
清仓
BITO
PROSHARES TR
-$10.6K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$10.5K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$10.1K
0
-100%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$9.9K
6,690
+10%
清仓
PG
PROCTER AND GAMBLE CO
-$9.4K
0
-100%
清仓
INTC
INTEL CORP
-$9.3K
0
-100%
清仓
XGDVX
GABELLI DIVID & INCOME TR
-$9.3K
0
-100%
清仓
EDV
VANGUARD WORLD FD
-$8.7K
0
-100%
清仓
DTF
DTF TAX-FREE INCOME 2028 TER
-$8.4K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$8.4K
0
-100%
减持
—
VALARIS LTD
-$8.3K
2,644
-50%
清仓
BBAI
BIGBEAR AI HLDGS INC
-$8.2K
0
-100%
清仓
—
TRANE TECHNOLOGIES PLC
-$8.2K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$8.0K
0
-100%
清仓
INTU
INTUIT
-$7.9K
0
-100%
清仓
PLD
PROLOGIS INC.
-$7.5K
0
-100%
清仓
AME
AMETEK INC
-$7.4K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$7.3K
0
-100%
清仓
NVS
NOVARTIS AG
-$6.9K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$6.7K
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$6.7K
0
-100%
清仓
AMLP
ALPS ETF TR
-$6.6K
0
-100%
清仓
JIG
J P MORGAN EXCHANGE TRADED F
-$6.6K
0
-100%
清仓
ZH
ZHIHU INC
-$6.4K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$6.4K
0
-100%
清仓
AMP
AMERIPRISE FINL INC
-$6.4K
0
-100%
清仓
VST
VISTRA CORP
-$5.9K
0
-100%
清仓
KO
COCA COLA CO
-$5.7K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$5.7K
0
-100%
清仓
C
CITIGROUP INC
-$5.7K
0
-100%
清仓
SYF
SYNCHRONY FINANCIAL
-$5.7K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$5.6K
0
-100%
清仓
DE
DEERE & CO
-$5.6K
0
-100%
清仓
JEF
JEFFERIES FINL GROUP INC
-$5.5K
0
-100%