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Cedar Mountain Advisors, LLC 13F 持仓 · 2026年Q2

Cedar Mountain Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 1,175 只证券,申报市值合计 5.81 亿美元。前几大持仓:IWD(16.50%)、IWF(16.49%)、IWS(7.16%)。本季前 25 大持仓中:增持 23 只、减持 2 只。

排名代码公司市值占组合股数变动
1IWDISHARES RUSSELL 1000 VALUE ETF$95.8M16.50%395,280增持
2IWFISHARES RUSSELL 1000 GROWTH ETF$95.8M16.49%771,325增持
3IWSISHARES RUSSELL MID-CAP VALUE ETF$41.6M7.16%252,713增持
4IWPISHARES RUSSELL MID-CAP GROWTH ETF$40.4M6.96%276,200增持
5IJRISHARES CORE S&P SMALL CAP ETF$33.1M5.70%223,326增持
6QQQINVESCO QQQ TRUST SERIES I$29.4M5.07%39,980增持
7VFHVANGUARD FINANCIALS ETF$19.3M3.32%146,558增持
8SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF$19.0M3.27%632,890增持
9VHTVANGUARD HEALTH CARE ETF$15.6M2.69%52,193增持
10SCHZSCHWAB US AGGREGATE BOND ETF$14.8M2.55%641,351增持
11VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF$13.8M2.38%140,798增持
12LVHIFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF$13.4M2.31%330,016减持
13SPHQINVESCO S&P 500 QUALITY ETF$12.8M2.20%141,770增持
14ILTBISHARES CORE 10 YEAR USD BOND ETF$12.1M2.08%245,120增持
15PULSPGIM ULTRA SHORT BOND ETF$7.5M1.29%151,096增持
16FLRNSTATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF$7.4M1.28%240,255增持
17AGGISHARES CORE U.S. AGGREGATE BOND ETF$7.3M1.26%73,919增持
18VWOVANGUARD FTSE EMERGING MARKETS ETF$6.8M1.17%114,285增持
19BINCISHARES FLEXIBLE INCOME ACTIVE ETF$6.8M1.16%129,010增持
20EFAISHARES MSCI EAFE ETF$6.7M1.16%64,770增持
21DIVBISHARES CORE DIVIDEND ETF$6.4M1.11%104,443增持
22JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND$5.2M0.90%108,113增持
23JBNDJPMORGAN ACTIVE BOND ETF$4.4M0.75%81,627增持
24ADPAUTOMATIC DATA PROCESSING INC COM$3.8M0.65%16,866减持
25VTIVANGUARD TOTAL STOCK MARKET ETF$3.2M0.56%8,768增持

来源:SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR