CW

Cedar Wealth Management, LLC

分散型投資策略趨勢追蹤型長期持有型

申報總市值

US$3.4億

申報季度: 2026-03-31 · 持股檔數: 89

Cedar Wealth Management, LLC在最新一期 13F 報告中揭露了 89 項持股，申報期為 2026-03-31，總持股市值約為 US$3.4億，季度換手率為 14.4%。

機構性格雪花圖

集中度
32.05
持倉穩定性
14.42
動能／逆勢
100
產業集中度
66.71
多樣化
100
倉位均衡度
75.1

近期動向

  • 加碼 SGOV

    +3284.6%　US$1200.9萬

  • 減碼 VTI

    0.0%　-US$290.7萬

  • 加碼 SCHD

    -0.5%　US$446.9萬

  • 減碼 XLG

    +2.5%　-US$190.0萬

  • 減碼 ESGV

    -0.0%　-US$176.9萬

  • 減碼 SPGP

    -3.3%　-US$124.6萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-其他18.77%-1.39%—
2SCHDSchwab US Dvd Equity ETFETF-其他12.84%+0.98%-0.51%
3XLGInvesco S&p 500 Top 50 ETFETF-大型股與成長9.24%-0.82%+2.54%
4IDHQInvesco S&p International DeETF-其他8.46%-0.17%+0.19%
5ESGVVanguard Esg US Stock ETFETF-其他6.61%-0.71%-0.05%
6SPGPInvesco S&p 500 Garp ETFETF-大型股與成長3.85%-0.47%-3.32%
7SGOVIshares 0-3 Month Treasury BETF-政府公債3.60%+3.49%+3284.58%
8DFACDimensional US Core Equity 2ETF-其他3.42%-0.16%—
9PMPhilip Morris International股票-非循環性消費3.37%+0.01%+0.10%
10VOOVanguard S&p 500 ETFETF-大型股與成長2.70%—+4.49%
11IWVIshares Russell 3000 ETFETF-其他2.28%+0.15%+15.12%
12SPHQInvesco S&p 500 Quality ETFETF-大型股與成長2.18%—+2.61%
13VGKVanguard Ftse Europe ETFETF-其他1.60%——
14MOAltria Group INC股票-非循環性消費1.57%+0.11%-3.70%
15GOOGLAlphabet Inc-cl A股票-通訊服務1.33%-0.16%-0.63%
16AMZNAmazon.com INC股票-循環性消費0.99%-0.07%+6.38%
17NVDANvidia CORP股票-科技0.88%+0.09%+22.88%
18AAPLApple INC股票-科技0.88%—+9.20%
19CLOZEldridge Bbb-b Clo ETFETF-其他0.86%+0.09%+19.63%
20IDMOInvesco S&p International DeETF-其他0.78%+0.78%NEW
21MDLZMondelez International Inc-a股票-非循環性消費0.71%+0.03%—
22ICLOInvesco Aaa Clo F/r Note ETFETF-其他0.70%+0.13%+26.40%
23EWJIshares Msci Japan ETFETF-其他0.64%——
24GARPIshares Msci USA Quality GarETF-其他0.59%+0.09%+30.81%
25METAMeta Platforms Inc-class A股票-通訊服務0.54%+0.12%+53.15%
26MSFTMicrosoft CORP股票-科技0.50%-0.16%+3.06%
27OEFIshares S&p 100 ETFETF-其他0.44%——
28QQQInvesco Qqq Trust Series 1ETF-科技型0.43%——
29IAUIshares Gold TrustETF-避險與商品0.34%——
30USBUS Bancorp股票-金融0.34%-0.12%-21.02%
31WESWestern Midstream Partners L股票-能源0.33%+0.33%NEW
32RIGTransocean Ltd.股票-能源0.33%+0.10%-9.55%
33EWCIshares Msci Canada ETFETF-其他0.33%——
34HEFAIsha Curr Hedged Msci EafeETF-其他0.31%——
35NFLXNetflix INC股票-通訊服務0.30%+0.30%+17923.33%
36EEMIshares Msci Emerging MarketETF-新興市場0.27%——
37NGNovagold Resources INC股票-其他0.26%—+0.60%
38RSPInvesco S&p 500 Equal WeightETF-大型股與成長0.26%——
39NEMNewmont CORP股票-原物料0.25%——
40ASMLASML Holding N.V.股票-科技0.23%+0.04%—
41IWMIshares Russell 2000 ETFETF-中小型股0.23%-0.07%-21.00%
42QDFFlexshares Quality DividendETF-其他0.23%——
43QDEFFlexshares Quality DividendETF-其他0.22%——
44VONGVanguard Russell 1000 GrowthETF-其他0.21%—+9.51%
45VYMVanguard High Dvd Yield ETFETF-其他0.21%——
46TLTIshares 20+ Year Treasury BdETF-政府公債0.19%+0.11%+140.94%
47RHRh股票-循環性消費0.19%+0.06%+88.65%
48FCXFreeport-mcmoran INC股票-原物料0.18%——
49BRK-BBerkshire Hathaway Inc-cl B股票-其他0.17%——
50EWZIshares Msci Brazil ETFETF-其他0.16%——
1–50 of 89

本季持股變動

Cedar Wealth Management, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Invesco S&p International De (IDMO); 清倉: Wisdomtree Europe Quality Di (EUDG); 新建倉: Western Midstream Partners L (WES); 清倉: Flexshares High Yield Value (HYGV); 清倉: Global-E Online Ltd. (GLBE).

Cedar Wealth Management, LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1SGOVIshares 0-3 Month Treasury B+3.5%+3284.58%加碼
2SCHDSchwab US Dvd Equity ETF+1%-0.51%減碼
3NFLXNetflix INC+0.3%+17923.33%加碼
4IWVIshares Russell 3000 ETF+0.2%+15.12%加碼
5ICLOInvesco Aaa Clo F/r Note ETF+0.1%+26.40%加碼
6METAMeta Platforms Inc-class A+0.1%+53.15%加碼
7MOAltria Group INC+0.1%-3.70%減碼
8TLTIshares 20+ Year Treasury Bd+0.1%+140.94%加碼
9RIGTransocean Ltd.+0.1%-9.55%減碼
10CLOZEldridge Bbb-b Clo ETF+0.1%+19.63%加碼
11NVDANvidia CORP+0.1%+22.88%加碼
12GARPIshares Msci USA Quality Gar+0.1%+30.81%加碼
13RHRh+0.1%+88.65%加碼
14ASMLASML Holding N.V.0%—不變
15MDLZMondelez International Inc-a0%—不變
16PMPhilip Morris International0%+0.10%加碼
17SPHQInvesco S&p 500 Quality ETF—+2.61%加碼
18VGSHVanguard Short-term Treasury-0.1%-28.65%減碼
19IWMIshares Russell 2000 ETF-0.1%-21.00%減碼
20AMZNAmazon.com INC-0.1%+6.38%加碼
21USBUS Bancorp-0.1%-21.02%減碼
22MSFTMicrosoft CORP-0.2%+3.06%加碼
23GOOGLAlphabet Inc-cl A-0.2%-0.63%減碼
24DFACDimensional US Core Equity 2-0.2%—不變
25IDHQInvesco S&p International De-0.2%+0.19%加碼
26SITMSitime CORP-0.2%-75.05%減碼
27SPGPInvesco S&p 500 Garp ETF-0.5%-3.32%減碼
28ESGVVanguard Esg US Stock ETF-0.7%-0.05%減碼
29XLGInvesco S&p 500 Top 50 ETF-0.8%+2.54%加碼
30VTIVanguard Total Stock Mkt ETF-1.4%—不變
31IDMOInvesco S&p International De—NEW新建倉
32EUDGWisdomtree Europe Quality Di—EXIT清倉
33WESWestern Midstream Partners L—NEW新建倉
34HYGVFlexshares High Yield Value—EXIT清倉
35GLBEGlobal-E Online Ltd.—EXIT清倉
36✓ Whitefiber INC Shs—NEW新建倉
37XMAGDefiance Le Cap Ex-mag 7 ETF—NEW新建倉
38ONTOOnto Innovation INC—EXIT清倉
39ADBEAdobe INC—EXIT清倉
40AMDAdvanced Micro Devices—EXIT清倉
41VIGIVanguard Int Div App Indx Fd—EXIT清倉
42NOWServicenow INC—EXIT清倉
43SPYSs Spdr S&p 500 ETF Trust-us—EXIT清倉
44DFAXDimensional World Ex US Core—EXIT清倉
45AMPLAmplitude Inc-class A—EXIT清倉
46LDURPimco Enhanced Low Duration—EXIT清倉
47ACWIIshares Msci Acwi ETF—EXIT清倉
48COSTCostco Wholesale CORP—EXIT清倉
49HTGCHercules Capital INC—EXIT清倉
50PFEPfizer INC—EXIT清倉

FAQ

Cedar Wealth Management, LLC 是什麼機構？屬於哪種投資人類型？
Cedar Wealth Management, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$3.4億，分佈在 89 個已申報部位之中。
Cedar Wealth Management, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Cedar Wealth Management, LLC 按市值排列的前幾大持股為： 1. Vanguard Total Stock Mkt ETF (VTI) — US$6450.2萬 (18.8%) 2. Schwab US Dvd Equity ETF (SCHD) — US$4411.0萬 (12.8%) 3. Invesco S&p 500 Top 50 ETF (XLG) — US$3175.1萬 (9.2%) 4. Invesco S&p International De (IDHQ) — US$2907.1萬 (8.5%) 5. Vanguard Esg US Stock ETF (ESGV) — US$2270.9萬 (6.6%)
Cedar Wealth Management, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Cedar Wealth Management, LLC 共進行了 46 項顯著調整：新建倉 4 個部位、加碼 16 個既有持股、減碼 10 個部位，並完全清倉 16 個持股。 其中幅度最大的異動：新建倉: Invesco S&p International De (IDMO); 清倉: Wisdomtree Europe Quality Di (EUDG); 新建倉: Western Midstream Partners L (WES); 清倉: Flexshares High Yield Value (HYGV); 清倉: Global-E Online Ltd. (GLBE)
Cedar Wealth Management, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Cedar Wealth Management, LLC 的主要板塊分佈如下： • Consumer Staples: 37.7% • Information Technology: 19.6% • Communication Services: 15.0% • Consumer Discretionary: 9.8% • Energy: 7.2% • Financials: 5.0%