Cedarwood Wealth LLC

CIK 2114448 · 在 SEC EDGAR 上查看 ↗

投资组合价值
$132.3M
按 13F 价值排名第 7777（共 9443） · 前 82.4%
持仓
96
截至
2026年6月30日

投资组合价值同比（季度）：+33.6% 13F不披露现金

前十大持仓权重
50.48%
前二十五大持仓权重
75.94%
持仓高于 1%
24
有效持仓数量
25.8

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q2 2026: 1.97% 估计买入 $20218675 · 卖出 $2282099

新仓位
20
增加
51
减少
15
已结清
5
本页内容

行业细分

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%
其他/未映射
69.4%

完整投资组合 96 持仓

类型 连胜 8个季度趋势
IVV $15005187 11.34% 20037 $1612391 下跌 ×1
QQQ Invesco QQQ Trust, Series 1 $12276570 9.28% 16671 $3562537 上涨 ×2
AAPL Apple Inc. - Common Stock $6171129 4.66% 21327 $767722 上涨 ×2
GPIX Goldman Sachs S&P 500 Premium Income ETF $6134749 4.64% 110397 $1412071 上涨 ×2
SPY SPY $5028633 3.80% 6734 $673039 上涨 ×2
SCHD $4834731 3.65% 152467 $882605 上涨 ×2
NVDA NVIDIA Corporation - Common Stock $4702189 3.55% 23500 $890426 上涨 ×2
INTC Intel Corporation - Common Stock $4640460 3.51% 33234 $3124419 下跌 ×2
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF $4051228 3.06% 68306 $881025 上涨 ×2
VOO $3948284 2.98% 5749 $698731 上涨 ×1
XLK XLK $3426585 2.59% 17985 $1154267 上涨 ×2
JEPI $3414518 2.58% 60455 $763174 上涨 ×2
JPST $3171374 2.40% 62713 $866285 上涨 ×2
GRNY $3114592 2.35% 112643 $770892 上涨 ×2
SGOV iShares 0-3 Month Treasury Bond ETF $2469051 1.87% 24526 上涨 ×1
JPLD $2277053 1.72% 43630 上涨 ×1
AMZN Amazon.com, Inc. - Common Stock $2266735 1.71% 9511 $424689 上涨 ×2
IWF $2114626 1.60% 17030 $394907 上涨 ×2
MSFT Microsoft Corporation - Common Stock $2016824 1.52% 5407 $5830 下跌 ×1
GLD $1791186 1.35% 4862 $-27220 上涨 ×2
GOOGL Alphabet Inc. - Class A Common Stock $1757726 1.33% 4919 $414812 上涨 ×2
VV $1601284 1.21% 4656 $214076 上涨 ×2
DGRO $1487312 1.12% 19624 $278318 上涨 ×2
AVGO Broadcom Inc. - Common Stock $1479893 1.12% 3918 $331875 上涨 ×2
MU Micron Technology, Inc. - Common Stock $1286238 0.97% 1114 $932097 上涨 ×2
VIG $1179373 0.89% 4984 $207710 上涨 ×2
GOOG Alphabet Inc. - Class C Capital Stock $1123978 0.85% 3181 $285780 上涨 ×2
MSTR Strategy Inc - Class A Common Stock $1123309 0.85% 12922 上涨 ×1
LLY Eli Lilly and Company Common Stock $1047919 0.79% 874 $300666 上涨 ×2
META Meta Platforms, Inc. - Class A Common Stock $968613 0.73% 1720 $5468 上涨 ×2
BRKB $866341 0.65% 1731 $52501 上涨 ×2
TSLA Tesla, Inc. - Common Stock $861410 0.65% 2048 $88151 下跌 ×1
ACWI iShares MSCI ACWI ETF $841546 0.64% 5361 $100389 上涨 ×1
JCPB $832351 0.63% 17732 $154818 上涨 ×2
IEFA $811704 0.61% 8404 $52121 上涨 ×1
JPM JP Morgan Chase & Co. Common Stock $717740 0.54% 2193 $139944 上涨 ×2
VTI $652915 0.49% 1764 $275693 上涨 ×2
IWD $646433 0.49% 2666 $104092 上涨 ×2
IWR $629596 0.48% 5707 $74704
VGK $616781 0.47% 6966 $106831 上涨 ×2
AAXJ iShares MSCI All Country Asia ex Japan ETF $592129 0.45% 4962 $114773 上涨 ×1
VLUE $590575 0.45% 2956 $156591 下跌 ×1
WMT Walmart Inc. - Common Stock $564585 0.43% 4985 $52473 上涨 ×2
LRCX Lam Research Corporation - Common Stock $556714 0.42% 1285 $303164 上涨 ×2
ABBV AbbVie Inc. Common Stock $522843 0.40% 2078 $56139 下跌 ×1
BBEU $519426 0.39% 6679 $35800
PG Procter & Gamble Company (The) Common Stock $505009 0.38% 3444 $4574 下跌 ×2
VTEB $500995 0.38% 9905 $-36919 下跌 ×1
IEMG $489681 0.37% 5911 $157588 上涨 ×1
V Visa Inc. $472755 0.36% 1378 $114975 上涨 ×2
AMD Advanced Micro Devices, Inc. - Common Stock $458373 0.35% 789 上涨 ×1
JNJ Johnson & Johnson Common Stock $445618 0.34% 1755 $39943 上涨 ×2
ASML ASML Holding N.V. - New York Registry Shares $441705 0.33% 222 $148454
VWO $422270 0.32% 7074 $40262 上涨 ×1
VUG $414628 0.31% 4813 $64590 上涨 ×1
ITOT $402853 0.30% 2452 $50846 下跌 ×2
IJT iShares S&P SmallCap 600 Growth ETF $396755 0.30% 2221 $75356
CAT Caterpillar, Inc. Common Stock $379285 0.29% 356 $160257 上涨 ×1
VIGI Vanguard International Dividend Appreciation ETF $377764 0.29% 4045 $20884 上涨 ×1
VEA $377715 0.29% 5301 $39029 上涨 ×2
MRK Merck & Company, Inc. Common Stock (new) $371285 0.28% 2889 $33826 上涨 ×2
IJH $369436 0.28% 4791 $46119 上涨 ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $361733 0.27% 757 $105572 下跌 ×1
FENY $347947 0.26% 11771 $-52226 上涨 ×2
CSCO Cisco Systems, Inc. - Common Stock $327817 0.25% 2791 $123484 上涨 ×1
KO Coca-Cola Company (The) Common Stock $312120 0.24% 3841 $-42053 下跌 ×1
HD Home Depot, Inc. (The) Common Stock $300305 0.23% 851 $45422 上涨 ×1
UNP Union Pacific Corporation Common Stock $299211 0.23% 1100 $52215 上涨 ×1
VGT $293327 0.22% 2454 $84893 上涨 ×1
COST Costco Wholesale Corporation - Common Stock $291419 0.22% 312 $-37889 下跌 ×2
EFG $289277 0.22% 2325 $30342
EFA $277879 0.21% 2675 $18056
KLAC KLA Corporation - Common Stock $276668 0.21% 917 上涨 ×1
NFLX Netflix, Inc. - Common Stock $274961 0.21% 3851 $-150599 下跌 ×1
GLW Corning Incorporated Common Stock $272250 0.21% 1066 上涨 ×1
AMAT Applied Materials, Inc. - Common Stock $270528 0.20% 374 上涨 ×1
JPIE $268899 0.20% 5839 上涨 ×1
KBE KBE $267714 0.20% 3924 $34024
MS Morgan Stanley Common Stock $266705 0.20% 1276 上涨 ×1
BBCA $249792 0.19% 2513 $13419
CVX Chevron Corporation Common Stock $239582 0.18% 1445 $-93573 下跌 ×1
RSP $239239 0.18% 1124 $23567
FBTC $239220 0.18% 4686 $-37395
VTV $237266 0.18% 1089 $24644 上涨 ×1
TXN Texas Instruments Incorporated - Common Stock $236612 0.18% 794 上涨 ×1
C Citigroup, Inc. Common Stock $228975 0.17% 1636 上涨 ×1
GE GE Aerospace Common Stock $217525 0.16% 582 上涨 ×1
ADI Analog Devices, Inc. - Common Stock $216478 0.16% 545 上涨 ×1
MA Mastercard Incorporated Common Stock $210860 0.16% 411 $-9761 下跌 ×1
ANET Arista Networks, Inc. Common Stock $210702 0.16% 1240 上涨 ×1
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $206520 0.16% 214 上涨 ×1
IJR $206231 0.16% 1391 上涨 ×1
TXG 10x Genomics, Inc. - Common Stock $204697 0.15% 5339 上涨 ×1
VLO Valero Energy Corporation Common Stock $201589 0.15% 774 上涨 ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $200396 0.15% 482 上涨 ×1
VONG Vanguard Russell 1000 Growth ETF $200359 0.15% 1568 上涨 ×1

最大新仓位

本季度新开仓位，按规模从大到小排序。

证券 价值 股份 % 占投资组合
SGOV $2469051 24526 1.87%
JPLD $2277053 43630 1.72%
MSTR $1123309 12922 0.85%
AMD $458373 789 0.35%
KLAC $276668 917 0.21%
GLW $272250 1066 0.21%
AMAT $270528 374 0.20%
JPIE $268899 5839 0.20%
MS $266705 1276 0.20%
TXN $236612 794 0.18%
C $228975 1636 0.17%
GE $217525 582 0.16%
ADI $216478 545 0.16%
ANET $210702 1240 0.16%
STX $206520 214 0.16%

季度涨幅榜

证券 操作 股份变动 价值变动
QQQ 增持 +2K +$3.6M
INTC 削减 -1K +$3.1M
IVV 削减 -466 +$1.6M
GPIX 增持 +16K +$1.4M
XLK 增持 +887 +$1.2M
MU 增持 +66 +$932K
NVDA 增持 +2K +$890K
SCHD 增持 +24K +$883K
GPIQ 增持 +4K +$881K
JPST 增持 +17K +$866K

已退出持仓

包含公司事件（合并、退市）——并非所有退出都是卖出

已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。

证券季度 先前持股数 先前价值 退出后价格
VGIT 2026年6月30日 7301 $434762
XOM 2026年6月30日 2377 $403331 21.7%
SCHO 2026年6月30日 10442 $253427 不再跟踪
NEE 2026年6月30日 2228 $206975 -3.2%
IBIT 2026年6月30日 5214 $200322