Cambridge Advisors Inc.
- SEC CIK
- 0001633695
- 最新申報
- 2026/7/16
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/5 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 179
- 較 2021 年第 4 季 −5
- 總值
- $4.20 億
- 較 2021 年第 4 季 −$2,305 萬 (−5.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 168,301 | $6,987 萬 | 16.7% | −1,245−0.7% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 636,621 | $5,064 萬 | 12.1% | +13,363+2.1% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 578,691 | $2,780 萬 | 6.6% | +2,338+0.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 58,401 | $1,567 萬 | 3.7% | −222−0.4% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 273,949 | $1,437 萬 | 3.4% | +3,566+1.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 54,100 | $1,232 萬 | 2.9% | +140+0.3% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 132,257 | $1,138 萬 | 2.7% | +3,712+2.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 61,796 | $1,079 萬 | 2.6% | −523−0.8% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 33,545 | $1,034 萬 | 2.5% | −82−0.2% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 171,578 | $791.5 萬 | 1.9% | +3,932+2.3% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 20,197 | $712.8 萬 | 1.7% | −253−1.2% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 38,882 | $630.5 萬 | 1.5% | −100−0.3% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 29,175 | $620.0 萬 | 1.5% | +400+1.4% | 加碼 | – |
| AMGNAmgen Inc | Stock | 25,587 | $618.8 萬 | 1.5% | +101+0.4% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 57,000 | $617.7 萬 | 1.5% | +52+0.1% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 18,050 | $493.1 萬 | 1.2% | +12+0.1% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 62,622 | $468.5 萬 | 1.1% | +3,284+5.5% | 加碼依 2 比 1 拆股換算 | – |
| ACNAccenture plc | Stock | 13,450 | $453.6 萬 | 1.1% | −45−0.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 13,030 | $382.2 萬 | 0.9% | −549−4.0% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 17,759 | $359.1 萬 | 0.9% | −454−2.5% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 40,025 | $315.8 萬 | 0.8% | +3,729+10.3% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 38,035 | $297.4 萬 | 0.7% | +895+2.4% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 16,080 | $285.0 萬 | 0.7% | +40+0.2% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 53,335 | $284.8 萬 | 0.7% | 00.0% | 不變依 2 比 1 拆股換算 | – |
| CATCaterpillar Inc | Stock | 12,367 | $275.6 萬 | 0.7% | +374+3.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 49,226 | $244.1 萬 | 0.6% | −988−2.0% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 37,445 | $219.1 萬 | 0.5% | +6,555+21.2% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,306 | $211.2 萬 | 0.5% | −10.0% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,404 | $205.6 萬 | 0.5% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 11,748 | $190.4 萬 | 0.5% | −37−0.3% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 48,034 | $177.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,921 | $177.1 萬 | 0.4% | +5+0.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 12,649 | $170.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 70,247 | $169.6 萬 | 0.4% | −2,336−3.2% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 15,464 | $166.8 萬 | 0.4% | −451−2.8% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 7,325 | $166.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 13,666 | $165.3 萬 | 0.4% | −139−1.0% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,198 | $163.1 萬 | 0.4% | +25+0.8% | 加碼 | 歷史 |
| First Tr MLP & Energy Incom33739B104 | COM | 196,620 | $162.4 萬 | 0.4% | −1,916−1.0% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 9,630 | $161.2 萬 | 0.4% | −8−0.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 20,091 | $156.9 萬 | 0.4% | −97−0.5% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,465 | $154.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 24,249 | $147.2 萬 | 0.4% | +1,165+5.0% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 519 | $144.4 萬 | 0.3% | +17+3.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 25,853 | $144.2 萬 | 0.3% | −69−0.3% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 39,243 | $144.1 萬 | 0.3% | +1,882+5.0% | 加碼 | – |
| TAT&T Inc. | Stock | 60,828 | $143.7 萬 | 0.3% | −3,950−6.1% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,840 | $140.4 萬 | 0.3% | +252+3.8% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 18,471 | $140.1 萬 | 0.3% | +2,103+12.8% | 加碼 | – |
| INTCIntel Corp | Stock | 27,686 | $137.2 萬 | 0.3% | −2,995−9.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 6,135 | $136.1 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 22,006 | $135.1 萬 | 0.3% | +1,501+7.3% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 28,083 | $133.0 萬 | 0.3% | +667+2.4% | 加碼依 2 比 1 拆股換算 | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 29,235 | $130.9 萬 | 0.3% | −400−1.3% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,242 | $130.8 萬 | 0.3% | −58−0.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 26,717 | $130.8 萬 | 0.3% | −666−2.4% | 減碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 24,557 | $127.6 萬 | 0.3% | 00.0% | 不變 | – |
| NVSNovartis AG | ADR | 14,275 | $125.3 萬 | 0.3% | −100−0.7% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 8,010 | $122.4 萬 | 0.3% | −55−0.7% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,800 | $121.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 14,784 | $121.3 萬 | 0.3% | +11+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,158 | $114.7 萬 | 0.3% | −110−2.1% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 6,070 | $112.3 萬 | 0.3% | −100−1.6% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 9,035 | $106.9 萬 | 0.3% | −50−0.6% | 減碼 | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 22,617 | $103.9 萬 | 0.2% | +400+1.8% | 加碼 | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 11,440 | $101.9 萬 | 0.2% | +174+1.5% | 加碼 | – |
| CVXChevron Corp | Stock | 6,220 | $101.3 萬 | 0.2% | −72−1.1% | 減碼 | 歷史 |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 15,654 | $100.0 萬 | 0.2% | +208+1.3% | 加碼 | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 37,985 | $97.3 萬 | 0.2% | −2,713−6.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 7,066 | $96.3 萬 | 0.2% | +434+6.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,936 | $95.7 萬 | 0.2% | 00.0% | 不變 | – |
| CERNCERNER Corp | COM | 10,189 | $95.3 萬 | 0.2% | −18,781−64.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,600 | $94.3 萬 | 0.2% | 00.0% | 不變 | – |
| ROPRoper Technologies Inc | Stock | 1,974 | $93.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 8,359 | $92.7 萬 | 0.2% | −25−0.3% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 18,262 | $91.8 萬 | 0.2% | +2,537+16.1% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 12,471 | $91.8 萬 | 0.2% | +450+3.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,813 | $91.7 萬 | 0.2% | +10.0% | 加碼 | – |
| TGTTarget Corp | Stock | 4,259 | $90.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 26,964 | $87.8 萬 | 0.2% | +7,155+36.1% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 17,688 | $87.6 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F789 | MLT MNGD LRG GRW | 37,381 | $86.2 萬 | 0.2% | −863−2.3% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,488 | $85.7 萬 | 0.2% | +318+5.2% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,588 | $84.4 萬 | 0.2% | 00.0% | 不變 | – |
| FDXFedEx Corp | Stock | 3,522 | $81.5 萬 | 0.2% | −175−4.7% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 17,220 | $81.5 萬 | 0.2% | +3,123+22.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,965 | $80.9 萬 | 0.2% | +145+5.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 5,285 | $80.8 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 7,271 | $78.1 萬 | 0.2% | −274−3.6% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 15,280 | $77.8 萬 | 0.2% | +17+0.1% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,150 | $75.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 8,247 | $75.0 萬 | 0.2% | +547+7.1% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 981 | $75.0 萬 | 0.2% | +32+3.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 226 | $73.7 萬 | 0.2% | +38+20.2% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 11,949 | $71.4 萬 | 0.2% | +274+2.3% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 1,032 | $70.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 3,650 | $69.9 萬 | 0.2% | −125−3.3% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 10,763 | $66.7 萬 | 0.2% | −100−0.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,035 | $66.4 萬 | 0.2% | +8+0.1% | 加碼 | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 17,468 | $66.2 萬 | 0.2% | −588−3.3% | 減碼 | 歷史 |
2021 年第 4 季之後清倉（7 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| MATMattel Inc | COM | 37,350 | $80.5 萬 | 0.2% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 6,770 | $28.3 萬 | 0.1% | 歷史 |
| MDRXVeradigm Inc. | COM | 11,750 | $21.7 萬 | <0.1% | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 5,747 | $21.0 萬 | <0.1% | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 4,071 | $20.8 萬 | <0.1% | – |
| iShares Inc464286806 | MSCI GERMANY ETF | 6,330 | $20.7 萬 | <0.1% | – |
| ETF Managers Tr26924G102 | PRIME JUNIR SLVR | 10,000 | $12.5 萬 | <0.1% | – |