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 Mountain Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Cedar Mountain Advisors, LLC
报告期 2026-03-31 · CIK 0001798986
持仓数
1,152
前50大市值合计
$491.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4
21Q3
21Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 37
增持 77
减持 33
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
EFA
ISHARES MSCI EAFE ETF
+$5.9M
62,960
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$5.1M
195,500
-4%
建仓
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
+$5.0M
101,550
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
IJR
ISHARES CORE S&P SMALL CAP ETF
+$2.1M
223,310
-0%
减持
SPHQ
INVESCO S&P 500 QUALITY ETF
-$1.8M
141,228
-17%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$1.6M
137,576
+9%
减持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$1.3M
252,309
-2%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.1M
40,732
-4%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$1.1M
121,935
+19%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$988.7K
17,023
+31%
增持
ILTB
ISHARES CORE 10 YEAR USD BOND ETF
+$933.5K
242,214
+6%
增持
VHT
VANGUARD HEALTH CARE ETF
+$851.0K
50,648
+2%
增持
TSLA
TESLA INC COM
+$695.3K
3,525
+28%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$688.9K
114,632
+3%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$674.3K
645,702
+4%
增持
AAPL
APPLE INC COM
+$634.6K
9,325
+10%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$614.4K
400,966
-4%
减持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$541.4K
679,979
-3%
建仓
—
HENNESSY SUSTAINABLE ETF
+$496.7K
15,204
减持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$475.5K
272,064
-4%
清仓
STNC
HENNESSY FDS TR
-$469.3K
0
-100%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$411.1K
20,916
+24%
减持
LVHI
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
+$403.5K
336,162
-3%
增持
BR
BROADRIDGE FINL SOLUTIONS INC COM
+$374.7K
5,358
+44%
增持
JBND
JPMORGAN ACTIVE BOND ETF
+$368.2K
59,335
+12%
增持
DIVB
ISHARES CORE DIVIDEND ETF
+$366.5K
101,864
+3%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$361.0K
35,374
-9%
建仓
BNY
BANK NEW YORK MELLON CORP COM
+$322.2K
2,957
增持
NVDA
NVIDIA CORPORATION COM
+$253.6K
4,256
+24%
增持
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
+$251.1K
4,021
+538%
增持
MSFT
MICROSOFT CORP COM
+$245.6K
4,817
+7%
增持
—
EXXON MOBIL CORP COM
+$193.3K
2,929
+130%
增持
CSX
CSX CORP COM
+$184.9K
63,392
+0%
增持
VUG
VANGUARD GROWTH ETF
+$158.5K
3,505
+1%
减持
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$148.9K
250,169
-2%
减持
VFH
VANGUARD FINANCIALS ETF
+$142.9K
144,194
-2%
减持
PULS
PGIM ULTRA SHORT BOND ETF
-$142.2K
154,564
-2%
增持
AMZN
AMAZON COM INC COM
+$109.1K
1,450
+52%
增持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$105.8K
8,298
+33%
建仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$99.7K
707
减持
NKE
NIKE INC CL B
-$92.7K
6,780
-15%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$91.1K
363
-74%
减持
IWM
ISHARES RUSSELL 2000 ETF
+$81.2K
4,058
-3%
建仓
BIV
VANGUARD INTERMEDIATE-TERM BOND ETF
+$76.5K
979
增持
NWN
NORTHWEST NAT HLDG CO COM
+$72.4K
2,875
+101%
建仓
ED
CONSOLIDATED EDISON INC COM
+$58.9K
586
增持
AVGO
BROADCOM INC COM
+$58.4K
320
+87%
增持
GLD
SPDR GOLD SHARES
+$58.2K
408
+43%
增持
INTU
INTUIT COM
-$57.6K
586
+1%
增持
MRK
MERCK & CO INC COM
+$54.4K
670
+2692%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$53.2K
477
+34%
增持
AMAT
APPLIED MATLS INC COM
+$52.2K
1,941
+3%
增持
V
VISA INC COM CL A
+$50.0K
315
+94%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$46.0K
1,882
+2%
建仓
VOO
VANGUARD S&P 500 ETF
+$44.7K
73
建仓
CRWV
COREWEAVE INC COM CL A
+$43.8K
320
减持
TGT
TARGET CORP COM
-$43.2K
4,691
-0%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$40.3K
176
+214%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$40.0K
313
+223%
增持
LLY
ELI LILLY & CO COM
+$39.5K
62
+520%
减持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$38.9K
1,286
-33%
增持
META
META PLATFORMS INC CL A
+$38.8K
300
+22%
增持
JPM
JPMORGAN CHASE & CO. COM
+$38.2K
321
+47%
增持
SPY
SPDR S&P 500 ETF TRUST
+$35.7K
554
+3%
增持
MCD
MCDONALDS CORP COM
+$34.3K
1,542
+4%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$34.1K
72,545
-1%
增持
USB
US BANCORP DEL COM NEW
+$34.1K
1,655
+63%
增持
MS
MORGAN STANLEY COM NEW
+$33.4K
967
+13%
增持
JNJ
JOHNSON & JOHNSON COM
+$33.2K
369
+60%
增持
HD
HOME DEPOT INC COM
+$32.8K
631
+4%
增持
T
AT&T INC COM
+$32.7K
3,757
+48%
建仓
URI
UNITED RENTALS INC COM
+$32.5K
34
增持
CVX
CHEVRON CORP NEW COM
+$32.0K
405
+88%
增持
GOOG
ALPHABET INC CAP STK CL C
+$31.4K
370
+12%
建仓
ETH
GRAYSCALE ETHEREUM MINI TRUST ETF
+$29.4K
750
增持
ABBV
ABBVIE INC COM
+$27.9K
317
+29%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$26.8K
66
-67%
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$26.6K
477
-32%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
+$26.6K
319
清仓
HYFM
HYDROFARM HLDGS GROUP INC
-$26.4K
0
-100%
增持
ORCL
ORACLE CORP COM
+$26.3K
175
+67%
建仓
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$25.3K
427
建仓
IVE
ISHARES S&P 500 VALUE ETF
+$24.5K
118
减持
FBT
FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
-$23.2K
90
-63%
建仓
VPU
VANGUARD UTILITIES ETF
+$23.1K
122
增持
PG
PROCTER AND GAMBLE CO COM
+$22.9K
1,406
+16%
减持
INTC
INTEL CORP COM
+$22.6K
2,931
-13%
减持
CAT
CATERPILLAR INC COM
-$22.0K
27
-70%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$21.5K
417
+4%
增持
SBUX
STARBUCKS CORP COM
-$20.5K
3,223
+1%
建仓
RIOT
RIOT PLATFORMS INC COM
+$20.5K
1,075
增持
QQQM
INVESCO NASDAQ 100 ETF
+$20.3K
969
+0%
建仓
NOW
SERVICENOW INC COM
+$20.2K
22
增持
WMT
WALMART INC COM
+$20.2K
1,738
+7%
增持
BAC
BANK AMERICA CORP COM
+$20.2K
719
+101%
增持
RTX
RTX CORPORATION COM
+$20.1K
426
+22%
增持
CMCSA
COMCAST CORP NEW CL A
+$18.9K
684
+824%
建仓
ES
EVERSOURCE ENERGY COM
+$18.6K
262
建仓
NVS
NOVARTIS AG SPONSORED ADR
+$18.2K
142
建仓
VDC
VANGUARD CONSUMER STAPLES ETF
+$18.0K
84
增持
SO
SOUTHERN CO COM
+$17.8K
3,425
+3%
减持
ADBE
ADOBE INC COM
-$17.5K
3
-94%
增持
CSCO
CISCO SYS INC COM
+$17.0K
468
+116%
建仓
MCK
MCKESSON CORP COM
+$16.2K
21
增持
HON
HONEYWELL INTL INC COM
+$16.1K
156
+117%
建仓
EFAX
SPDR MSCI EAFE FOSSIL FUEL FREE ETF
+$15.8K
320
建仓
GD
GENERAL DYNAMICS CORP COM
+$15.7K
46
增持
CHD
CHURCH & DWIGHT CO INC COM
-$15.7K
2,234
+2%
增持
—
CHUBB LIMITED COM
+$15.5K
92
+156%
减持
BITO
PROSHARES BITCOIN ETF
-$14.0K
1,255
-30%
建仓
IYW
ISHARES U.S. TECHNOLOGY ETF
+$13.9K
71
增持
M
MACYS INC COM
+$13.7K
2,133
+1%
建仓
BN
BROOKFIELD CORP CL A LTD VT SH
+$13.6K
198
增持
KO
COCA COLA CO COM
+$12.5K
297
+194%
建仓
NEE
NEXTERA ENERGY INC COM
+$12.5K
166
增持
EFG
ISHARES MSCI EAFE GROWTH ETF
+$12.5K
317
+50%
增持
KLAC
KLA CORP COM NEW
+$12.1K
32
+28%
增持
OEF
ISHARES S&P 100 ETF
+$12.0K
36
增持
BLK
BLACKROCK INC COM
+$12.0K
56
+10%
清仓
HUM
HUMANA INC
-$12.0K
0
-100%
增持
COP
CONOCOPHILLIPS COM
+$12.0K
316
+58%
建仓
XAR
SPDR S&P AEROSPACE & DEFENSE ETF
+$11.7K
50
增持
—
MEDTRONIC PLC SHS
+$11.5K
167
+234%
建仓
LSCC
LATTICE SEMICONDUCTOR CORP COM
+$11.0K
150
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$10.8K
2,377
+1%
增持
C
CITIGROUP INC COM NEW
+$10.7K
122
+510%
增持
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
+$10.5K
1,100
+47%
减持
MU
MICRON TECHNOLOGY INC COM
-$10.3K
45
-69%
减持
AMGN
AMGEN INC COM
-$10.3K
4
-90%
减持
ADI
ANALOG DEVICES INC COM
-$10.3K
28
-61%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$10.1K
78
+44%
增持
UNP
UNION PAC CORP COM
+$10.1K
978
+2%
减持
GE
GE AEROSPACE COM NEW
+$10.1K
302
-4%
建仓
MEDP
MEDPACE HLDGS INC COM
+$9.8K
19
建仓
TFC
TRUIST FINL CORP COM
+$9.6K
210
增持
MO
ALTRIA GROUP INC COM
+$9.6K
336
+56%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$9.6K
1,182
+21%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$9.5K
48
-41%
建仓
GPC
GENUINE PARTS CO COM
+$9.3K
67
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$9.3K
75
建仓
—
JOHNSON CTLS INTL PLC SHS
+$9.2K
84
建仓
DOC
HEALTHPEAK PROPERTIES INC COM
+$8.9K
466
减持
BA
BOEING CO COM
+$8.9K
1,782
-1%
增持
MKL
MARKEL GROUP INC COM
+$8.9K
13
+63%
建仓
CGNX
COGNEX CORP COM
+$8.8K
195
增持
PM
PHILIP MORRIS INTL INC COM
+$8.6K
109
+118%
增持
DE
DEERE & CO COM
+$8.5K
32
+167%
减持
NVTS
NAVITAS SEMICONDUCTOR CORP COM
-$8.5K
2,000
-43%
建仓
QCOM
QUALCOMM INC COM
+$8.5K
51
建仓
SHOO
MADDEN STEVEN LTD COM
+$8.5K
253
