Cedarwood Wealth LLC

CIK 2114448 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$132.3M
13F 가치 기준 9,443개 중 #7,776위 · 상위 82.3%
포지션
96
기준일
2026년 6월 30일

포트폴리오 가치 분기별: +33.6% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
50.48%
상위 25개 보유 비중
75.94%
1% 초과 포지션
24
유효 포지션 수
25.8

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 1.97% 추정 매수 $20,218,675 · 매도 $2,282,099

신규 포지션
20
증가함
51
감소
15
종료
5
이 페이지에서

섹터별 비중

Technology
18.5%
Communication Services
3.1%
Retail
2.6%
Healthcare
2.1%
Industrials
0.9%
Consumer Discretionary
0.7%
Financials
0.7%
Financial Services
0.7%
Consumer products
0.4%
Communications
0.4%
Energy
0.3%
Consumer Staples
0.2%
기타/미분류
69.4%

전체 포트폴리오 96 포지션

유형 연속 8분기 추세
IVV $15,005,187 11.34% 20,037 $1,612,391 하락 ×1
QQQ Invesco QQQ Trust, Series 1 $12,276,570 9.28% 16,671 $3,562,537 상승 ×2
AAPL Apple Inc. - Common Stock $6,171,129 4.66% 21,327 $767,722 상승 ×2
GPIX Goldman Sachs S&P 500 Premium Income ETF $6,134,749 4.64% 110,397 $1,412,071 상승 ×2
SPY SPY $5,028,633 3.80% 6,734 $673,039 상승 ×2
SCHD $4,834,731 3.65% 152,467 $882,605 상승 ×2
NVDA NVIDIA Corporation - Common Stock $4,702,189 3.55% 23,500 $890,426 상승 ×2
INTC Intel Corporation - Common Stock $4,640,460 3.51% 33,234 $3,124,419 하락 ×2
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $4,051,228 3.06% 68,306 $881,025 상승 ×2
VOO $3,948,284 2.98% 5,749 $698,731 상승 ×1
XLK XLK $3,426,585 2.59% 17,985 $1,154,267 상승 ×2
JEPI $3,414,518 2.58% 60,455 $763,174 상승 ×2
JPST $3,171,374 2.40% 62,713 $866,285 상승 ×2
GRNY $3,114,592 2.35% 112,643 $770,892 상승 ×2
SGOV iShares 0-3 Month Treasury Bond ETF $2,469,051 1.87% 24,526 상승 ×1
JPLD $2,277,053 1.72% 43,630 상승 ×1
AMZN Amazon.com, Inc. - Common Stock $2,266,735 1.71% 9,511 $424,689 상승 ×2
IWF $2,114,626 1.60% 17,030 $394,907 상승 ×2
MSFT Microsoft Corporation - Common Stock $2,016,824 1.52% 5,407 $5,830 하락 ×1
GLD $1,791,186 1.35% 4,862 $-27,220 상승 ×2
GOOGL Alphabet Inc. - Class A Common Stock $1,757,726 1.33% 4,919 $414,812 상승 ×2
VV $1,601,284 1.21% 4,656 $214,076 상승 ×2
DGRO $1,487,312 1.12% 19,624 $278,318 상승 ×2
AVGO Broadcom Inc. - Common Stock $1,479,893 1.12% 3,918 $331,875 상승 ×2
MU Micron Technology, Inc. - Common Stock $1,286,238 0.97% 1,114 $932,097 상승 ×2
VIG $1,179,373 0.89% 4,984 $207,710 상승 ×2
GOOG Alphabet Inc. - Class C Capital Stock $1,123,978 0.85% 3,181 $285,780 상승 ×2
MSTR Strategy Inc - Class A Common Stock $1,123,309 0.85% 12,922 상승 ×1
LLY Eli Lilly and Company Common Stock $1,047,919 0.79% 874 $300,666 상승 ×2
META Meta Platforms, Inc. - Class A Common Stock $968,613 0.73% 1,720 $5,468 상승 ×2
BRKB $866,341 0.65% 1,731 $52,501 상승 ×2
TSLA Tesla, Inc. - Common Stock $861,410 0.65% 2,048 $88,151 하락 ×1
ACWI iShares MSCI ACWI ETF $841,546 0.64% 5,361 $100,389 상승 ×1
JCPB $832,351 0.63% 17,732 $154,818 상승 ×2
IEFA $811,704 0.61% 8,404 $52,121 상승 ×1
JPM JP Morgan Chase & Co. Common Stock $717,740 0.54% 2,193 $139,944 상승 ×2
VTI $652,915 0.49% 1,764 $275,693 상승 ×2
IWD $646,433 0.49% 2,666 $104,092 상승 ×2
IWR $629,596 0.48% 5,707 $74,704
VGK $616,781 0.47% 6,966 $106,831 상승 ×2
AAXJ iShares MSCI All Country Asia ex Japan ETF $592,129 0.45% 4,962 $114,773 상승 ×1
VLUE $590,575 0.45% 2,956 $156,591 하락 ×1
WMT Walmart Inc. - Common Stock $564,585 0.43% 4,985 $52,473 상승 ×2
LRCX Lam Research Corporation - Common Stock $556,714 0.42% 1,285 $303,164 상승 ×2
ABBV AbbVie Inc. Common Stock $522,843 0.40% 2,078 $56,139 하락 ×1
BBEU $519,426 0.39% 6,679 $35,800
PG Procter & Gamble Company (The) Common Stock $505,009 0.38% 3,444 $4,574 하락 ×2
VTEB $500,995 0.38% 9,905 $-36,919 하락 ×1
IEMG $489,681 0.37% 5,911 $157,588 상승 ×1
V Visa Inc. $472,755 0.36% 1,378 $114,975 상승 ×2
AMD Advanced Micro Devices, Inc. - Common Stock $458,373 0.35% 789 상승 ×1
JNJ Johnson & Johnson Common Stock $445,618 0.34% 1,755 $39,943 상승 ×2
ASML ASML Holding N.V. - New York Registry Shares $441,705 0.33% 222 $148,454
VWO $422,270 0.32% 7,074 $40,262 상승 ×1
VUG $414,628 0.31% 4,813 $64,590 상승 ×1
ITOT $402,853 0.30% 2,452 $50,846 하락 ×2
IJT iShares S&P SmallCap 600 Growth ETF $396,755 0.30% 2,221 $75,356
CAT Caterpillar, Inc. Common Stock $379,285 0.29% 356 $160,257 상승 ×1
VIGI Vanguard International Dividend Appreciation ETF $377,764 0.29% 4,045 $20,884 상승 ×1
VEA $377,715 0.29% 5,301 $39,029 상승 ×2
MRK Merck & Company, Inc. Common Stock (new) $371,285 0.28% 2,889 $33,826 상승 ×2
IJH $369,436 0.28% 4,791 $46,119 상승 ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $361,733 0.27% 757 $105,572 하락 ×1
FENY $347,947 0.26% 11,771 $-52,226 상승 ×2
CSCO Cisco Systems, Inc. - Common Stock $327,817 0.25% 2,791 $123,484 상승 ×1
KO Coca-Cola Company (The) Common Stock $312,120 0.24% 3,841 $-42,053 하락 ×1
HD Home Depot, Inc. (The) Common Stock $300,305 0.23% 851 $45,422 상승 ×1
UNP Union Pacific Corporation Common Stock $299,211 0.23% 1,100 $52,215 상승 ×1
VGT $293,327 0.22% 2,454 $84,893 상승 ×1
COST Costco Wholesale Corporation - Common Stock $291,419 0.22% 312 $-37,889 하락 ×2
EFG $289,277 0.22% 2,325 $30,342
EFA $277,879 0.21% 2,675 $18,056
KLAC KLA Corporation - Common Stock $276,668 0.21% 917 상승 ×1
NFLX Netflix, Inc. - Common Stock $274,961 0.21% 3,851 $-150,599 하락 ×1
GLW Corning Incorporated Common Stock $272,250 0.21% 1,066 상승 ×1
AMAT Applied Materials, Inc. - Common Stock $270,528 0.20% 374 상승 ×1
JPIE $268,899 0.20% 5,839 상승 ×1
KBE KBE $267,714 0.20% 3,924 $34,024
MS Morgan Stanley Common Stock $266,705 0.20% 1,276 상승 ×1
BBCA $249,792 0.19% 2,513 $13,419
CVX Chevron Corporation Common Stock $239,582 0.18% 1,445 $-93,573 하락 ×1
RSP $239,239 0.18% 1,124 $23,567
FBTC $239,220 0.18% 4,686 $-37,395
VTV $237,266 0.18% 1,089 $24,644 상승 ×1
TXN Texas Instruments Incorporated - Common Stock $236,612 0.18% 794 상승 ×1
C Citigroup, Inc. Common Stock $228,975 0.17% 1,636 상승 ×1
GE GE Aerospace Common Stock $217,525 0.16% 582 상승 ×1
ADI Analog Devices, Inc. - Common Stock $216,478 0.16% 545 상승 ×1
MA Mastercard Incorporated Common Stock $210,860 0.16% 411 $-9,761 하락 ×1
ANET Arista Networks, Inc. Common Stock $210,702 0.16% 1,240 상승 ×1
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $206,520 0.16% 214 상승 ×1
IJR $206,231 0.16% 1,391 상승 ×1
TXG 10x Genomics, Inc. - Common Stock $204,697 0.15% 5,339 상승 ×1
VLO Valero Energy Corporation Common Stock $201,589 0.15% 774 상승 ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $200,396 0.15% 482 상승 ×1
VONG Vanguard Russell 1000 Growth ETF $200,359 0.15% 1,568 상승 ×1

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
SGOV $2,469,051 24,526 1.87%
JPLD $2,277,053 43,630 1.72%
MSTR $1,123,309 12,922 0.85%
AMD $458,373 789 0.35%
KLAC $276,668 917 0.21%
GLW $272,250 1,066 0.21%
AMAT $270,528 374 0.20%
JPIE $268,899 5,839 0.20%
MS $266,705 1,276 0.20%
TXN $236,612 794 0.18%
C $228,975 1,636 0.17%
GE $217,525 582 0.16%
ADI $216,478 545 0.16%
ANET $210,702 1,240 0.16%
STX $206,520 214 0.16%

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
QQQ 추가 매수 +2K +$3.6M
INTC 축소함 -1K +$3.1M
IVV 축소함 -466 +$1.6M
GPIX 추가 매수 +16K +$1.4M
XLK 추가 매수 +887 +$1.2M
MU 추가 매수 +66 +$932K
NVDA 추가 매수 +2K +$890K
SCHD 추가 매수 +24K +$883K
GPIQ 추가 매수 +4K +$881K
JPST 추가 매수 +17K +$866K

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권분기 이전 주식 수 이전 가치 매도 후 가격 변동
VGIT 2026년 6월 30일 7,301 $434,762
XOM 2026년 6월 30일 2,377 $403,331 22.8%
SCHO 2026년 6월 30일 10,442 $253,427 더 이상 추적하지 않음
NEE 2026년 6월 30일 2,228 $206,975 -1.5%
IBIT 2026년 6월 30일 5,214 $200,322