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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 6
增持 69
减持 52
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$3.0M
402,552
+0%
增持
VHT
VANGUARD HEALTH CARE ETF
+$1.9M
52,266
+3%
减持
SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$1.3M
638,181
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。
-6%
增持
IWP
ISHARES RUSSELL MID-CAP GROWTH ETF
-$1.3M
273,518
+1%
增持
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$846.3K
138,847
+1%
增持
LVHI
FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
+$735.0K
337,224
+0%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$596.7K
17,104
+0%
增持
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$591.6K
254,035
+1%
增持
VFH
VANGUARD FINANCIALS ETF
+$569.5K
146,030
+1%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$554.2K
225,413
+1%
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$487.8K
627,593
-3%
减持
FLRN
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$484.9K
235,448
-6%
减持
PULS
PGIM ULTRA SHORT BOND ETF
-$463.4K
145,967
-6%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$429.8K
40,507
-1%
减持
ILTB
ISHARES CORE 10 YEAR USD BOND ETF
-$384.4K
238,334
-2%
减持
MSFT
MICROSOFT CORP COM
-$301.6K
4,535
-6%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$285.4K
194,083
-1%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$260.4K
141,386
+0%
减持
EFA
ISHARES MSCI EAFE ETF
+$163.8K
62,922
-0%
增持
AAPL
APPLE INC COM
+$161.7K
9,329
+0%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$160.3K
126,058
+3%
增持
DIVB
ISHARES CORE DIVIDEND ETF
+$153.3K
103,024
+1%
减持
NKE
NIKE INC CL B
-$105.7K
5,762
-15%
减持
AMAT
APPLIED MATLS INC COM
+$81.3K
1,863
-4%
增持
BR
BROADRIDGE FINL SOLUTIONS INC COM
-$75.4K
5,380
+0%
增持
JPIB
JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
+$59.9K
103,468
+2%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$55.7K
378
+220%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$53.1K
73,346
+1%
建仓
JPLD
JPMORGAN LIMITED DURATION BOND ETF
+$49.8K
951
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$48.9K
21,476
+3%
增持
JBND
JPMORGAN ACTIVE BOND ETF
+$47.2K
60,307
+2%
增持
CSX
CSX CORP COM
+$46.9K
63,393
+0%
减持
HD
HOME DEPOT INC COM
-$38.8K
630
-0%
减持
NVDA
NVIDIA CORPORATION COM
-$34.2K
4,074
-4%
减持
URI
UNITED RENTALS INC COM
-$31.6K
1
-97%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$27.8K
115,011
+0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$27.6K
2,556
+8%
减持
FISV
FISERV INC COM
-$24.9K
6
-97%
增持
SO
SOUTHERN CO COM
-$24.9K
3,438
+0%
减持
VUG
VANGUARD GROWTH ETF
+$23.0K
3,493
-0%
增持
META
META PLATFORMS INC CL A
-$20.9K
302
+1%
减持
UNP
UNION PAC CORP COM
-$20.4K
911
-7%
增持
PWR
QUANTA SVCS INC COM
+$19.1K
59
+321%
增持
MS
MORGAN STANLEY COM NEW
+$18.7K
971
+0%
减持
ORCL
ORACLE CORP COM
-$17.6K
162
-7%
增持
NFLX
NETFLIX INC COM
-$17.5K
325
+713%
减持
HON
HONEYWELL INTL INC COM
-$16.4K
84
-46%
清仓
XIGDX
VOYA GLBL EQTY DIV & PREM OPP COM
-$16.2K
0
-100%
减持
SYK
STRYKER CORPORATION COM
-$15.3K
8
-84%
清仓
EIPI
FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
-$14.3K
0
-100%
清仓
PHK
PIMCO HIGH INCOME FD COM SHS
-$14.2K
0
-100%
清仓
—
IREN LIMITED ORDINARY SHARES
-$14.1K
0
-100%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$13.9K
19
-75%
减持
T
AT&T INC COM
-$13.6K
3,723
-1%
减持
ETH
GRAYSCALE ETHEREUM STAKING MINI ETF
-$13.4K
570
-24%
减持
RIOT
RIOT PLATFORMS INC COM
-$12.9K
600
-44%
增持
PG
PROCTER & GAMBLE CO COM
-$12.4K
1,420
+1%
清仓
XETYX
EATON VANCE TAX-MANAGED DIVERS COM
-$12.2K
0
-100%
增持
USB
US BANCORP DEL COM NEW
+$12.0K
1,723
+4%
增持
INTU
INTUIT COM
-$11.3K
587
+0%
减持
AMZN
AMAZON COM INC COM
+$10.8K
1,426
-2%
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$10.4K
8,285
-0%
减持
—
EXXON MOBIL CORP COM
+$10.2K
2,830
-3%
增持
SPY
SPDR S&P 500 ETF TRUST
+$9.7K
555
+0%
清仓
HYT
BLACKROCK CORPOR HI YLD FD INC COM
-$9.7K
0
-100%
清仓
—
ON HLDG AG NAMEN AKT A
-$9.4K
0
-100%
增持
M
MACYS INC COM
+$9.3K
2,155
+1%
减持
TSN
TYSON FOODS INC CL A
-$8.9K
124
-58%
增持
JNJ
JOHNSON & JOHNSON COM
+$8.7K
372
+1%
增持
COF
CAPITAL ONE FINL CORP COM
+$8.5K
199
+6%
增持
CTRA
COTERRA ENERGY INC COM
+$8.3K
875
+40%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$7.8K
0
-100%
清仓
—
UNILEVER PLC SPON ADR NEW
-$7.6K
0
-100%
减持
VTRS
VIATRIS INC COM
-$7.5K
1,348
-45%
建仓
UL
UNILEVER PLC SPON ADR NEW
+$7.4K
113
增持
GRNY
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
+$7.2K
1,400
+27%
清仓
BMNR
BITMINE IMMERSION TECNOLOGIES COM NEW
-$6.8K
0
-100%
减持
MGM
MGM RESORTS INTERNATIONAL COM
-$6.6K
542
-29%
增持
NWN
NORTHWEST NAT HLDG CO COM
+$6.6K
2,904
+1%
增持
BITO
PROSHARES BITCOIN ETF
-$6.1K
1,529
+22%
减持
RTX
RTX CORPORATION COM
+$5.8K
420
-1%
增持
SR
SPIRE INC COM
+$5.6K
2,880
+1%
增持
CRM
SALESFORCE INC COM
+$5.6K
123
+9%
减持
AGCO
AGCO CORP COM
-$5.3K
11
-82%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$5.2K
361
+0%
减持
VOO
VANGUARD S&P 500 ETF
-$5.0K
63
-14%
增持
GEV
GE VERNOVA INC COM
+$4.8K
77
+4%
增持
IVV
ISHARES CORE S&P 500 ETF
+$4.8K
268
+0%
清仓
MUB
ISHARES NATIONAL MUNI BOND ETF
-$4.5K
0
-100%
增持
PAYX
PAYCHEX INC COM
-$4.5K
334
+1%
减持
COP
CONOCOPHILLIPS COM
-$4.3K
273
-14%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$4.3K
1,310
+2%
减持
AVGO
BROADCOM INC COM
+$3.8K
316
-1%
清仓
FNV
FRANCO NEV CORP COM
-$3.8K
0
-100%
减持
DCI
DONALDSON INC COM
-$3.6K
13
-78%
减持
ILCG
ISHARES MORNINGSTAR GROWTH ETF
-$3.4K
1,170
-3%
增持
NOW
SERVICENOW INC COM
-$3.4K
110
+400%
清仓
SOUN
SOUNDHOUND AI INC CLASS A COM
-$3.4K
0
-100%
减持
DIS
DISNEY WALT CO COM
-$3.3K
343
-7%
增持
OIH
VANECK OIL SERVICES ETF
+$3.3K
113
+2%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$3.2K
1,197
+1%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$3.1K
45
+246%
减持
BA
BOEING CO COM
-$3.1K
1,757
-1%
减持
ABT
ABBOTT LABS COM
-$3.1K
250
-3%
减持
MP
MP MATERIALS CORP COM CL A
-$3.1K
96
-19%
清仓
DAR
DARLING INGREDIENTS INC COM
-$3.0K
0
-100%
增持
MCD
MCDONALDS CORP COM
+$2.8K
1,543
+0%
清仓
—
VERITEX HLDGS INC COM
-$2.7K
0
-100%
增持
CAT
CATERPILLAR INC COM
+$2.7K
28
+4%
减持
MRSH
MARSH COM
-$2.6K
27
-29%
增持
CMCSA
COMCAST CORP NEW CL A
+$2.6K
807
+18%
增持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$2.6K
2,913
+1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$2.5K
300
-6%
增持
BAC
BANK AMERICA CORP COM
+$2.5K
720
+0%
增持
SHOO
MADDEN STEVEN LTD COM
+$2.5K
263
+4%
增持
IP
INTERNATIONAL PAPER CO COM
-$2.4K
374
+1%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$2.4K
466
+2%
增持
WES
WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
+$2.4K
2,133
+2%
增持
JPM
JPMORGAN CHASE & CO. COM
+$2.3K
322
+0%
减持
SNN
SMITH & NEPHEW PLC SPDN ADR NEW
-$2.3K
43
-58%
减持
—
MEDTRONIC PLC SHS
-$2.3K
142
-15%
清仓
—
EATON CORP PLC SHS
-$2.2K
0
-100%
清仓
EOG
EOG RES INC COM
-$2.2K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$2.2K
138
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$2.2K
34
+17%
增持
MO
ALTRIA GROUP INC COM
-$2.2K
347
+3%
建仓
—
TOTALENERGIES SE ACT
+$2.1K
32
减持
STRL
STERLING INFRASTRUCTURE INC COM
-$2.1K
1
-86%
增持
BLOK
AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
-$2.0K
212
+1%
减持
SNDK
SANDISK CORP COM
-$2.0K
2
-91%
清仓
—
TOTALENERGIES SE SPONSORED ADS
-$2.0K
0
-100%
增持
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$2.0K
86
+8%
增持
SCHW
SCHWAB CHARLES CORP COM
+$2.0K
426
+0%
减持
QCOM
QUALCOMM INC COM
-$1.8K
39
-24%
建仓
LHX
L3HARRIS TECHNOLOGIES INC COM
+$1.8K
6
增持
FV
FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
+$1.7K
1,529
+0%
清仓
BX
BLACKSTONE INC COM
-$1.7K
0
-100%
减持
ANET
ARISTA NETWORKS INC COM SHS
-$1.7K
5
-69%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC COM SHS
+$1.7K
34
减持
ORLY
OREILLY AUTOMOTIVE INC COM
-$1.5K
15
-44%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$1.5K
205
-8%
增持
AES
AES CORP COM
+$1.5K
202
+92%
清仓
OXY
OCCIDENTAL PETE CORP COM
-$1.5K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$1.5K
6
-25%
增持
SBSI
SOUTHSIDE BANCSHARES INC COM
+$1.4K
52
+940%
清仓
NWL
NEWELL BRANDS INC COM
-$1.4K
0
-100%
建仓
FMC
FMC CORP COM NEW
+$1.4K
101
增持
AXP
AMERICAN EXPRESS CO COM
+$1.4K
19
+12%
清仓
KTOS
KRATOS DEFENSE & SEC SOLUTIONS COM NEW
-$1.4K
0
-100%
清仓
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$1.3K
0
-100%
