Cedar Wealth Management, LLC 13F 持仓 · 2026年Q2
Cedar Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 92 只证券，申报市值合计 3.89 亿美元。前几大持仓：VTI（19.09%）、SCHD（11.71%）、IDHQ（9.33%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $74.2M | 19.09% | 200,645 | 减持 |
| 2 | SCHD | SCHWAB STRATEGIC TR | $45.5M | 11.71% | 1.4M | 减持 |
| 3 | IDHQ | INVESCO EXCH TRADED FD TR II | $36.3M | 9.33% | 830,442 | 增持 |
| 4 | XLG | INVESCO EXCHANGE TRADED FD T | $36.0M | 9.26% | 588,062 | 增持 |
| 5 | ESGV | VANGUARD WORLD FD | $26.7M | 6.87% | 202,193 | 减持 |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $13.4M | 3.45% | 302,298 | 持平 |
| 7 | SPGP | INVESCO EXCHANGE TRADED FD T | $12.3M | 3.17% | 100,836 | 减持 |
| 8 | PM | PHILIP MORRIS INTL INC | $11.5M | 2.96% | 63,646 | 减持 |
| 9 | VOO | VANGUARD INDEX FDS | $10.9M | 2.81% | 15,891 | 增持 |
| 10 | SGOV | ISHARES TR | $9.8M | 2.53% | 97,632 | 减持 |
| 11 | IWV | ISHARES TR | $9.1M | 2.35% | 21,419 | 增持 |
| 12 | SPHQ | INVESCO EXCHANGE TRADED FD T | $9.0M | 2.31% | 99,671 | 持平 |
| 13 | GOOGL | ALPHABET INC | $6.0M | 1.53% | 16,658 | 增持 |
| 14 | VGK | VANGUARD INTL EQUITY INDEX F | $5.9M | 1.52% | 66,597 | 增持 |
| 15 | MO | ALTRIA GROUP INC | $5.3M | 1.35% | 73,101 | 减持 |
| 16 | IDMO | INVESCO EXCH TRADED FD TR II | $4.6M | 1.19% | 76,766 | 增持 |
| 17 | NVDA | NVIDIA CORPORATION | $4.0M | 1.03% | 20,092 | 增持 |
| 18 | AMZN | AMAZON COM INC | $4.0M | 1.02% | 16,678 | 增持 |
| 19 | AAPL | APPLE INC | $3.9M | 1.01% | 13,552 | 增持 |
| 20 | CLOZ | SERIES PORTFOLIOS TR | $3.1M | 0.81% | 118,734 | 增持 |
| 21 | GARP | ISHARES TR | $2.8M | 0.71% | 33,633 | 增持 |
| 22 | SPMO | INVESCO EXCH TRADED FD TR II | $2.6M | 0.66% | 15,817 | 新建仓 |
| 23 | EWJ | ISHARES INC | $2.4M | 0.63% | 26,231 | 持平 |
| 24 | ICLO | INVESCO ACTIVELY MANAGED EXC | $2.4M | 0.62% | 93,809 | 持平 |
| 25 | MDLZ | MONDELEZ INTL INC | $2.3M | 0.60% | 40,315 | 减持 |
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