Cambridge Advisors Inc.
- SEC CIK
- 0001633695
- 最新申報
- 2026/7/16
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/23 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 181
- 較 2022 年第 3 季 +7
- 總值
- $3.73 億
- 較 2022 年第 3 季 +$2,358 萬 (+6.8%)
| 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 | 171,493 | $6,025 萬 | 16.2% | −2,688−1.5% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 599,545 | $4,307 萬 | 11.6% | +1,258+0.2% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 621,816 | $2,610 萬 | 7.0% | −9,903−1.6% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 57,360 | $1,387 萬 | 3.7% | −1,368−2.3% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 251,082 | $1,191 萬 | 3.2% | −528−0.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 58,983 | $1,128 萬 | 3.0% | +41+0.1% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 130,074 | $1,008 萬 | 2.7% | +320.0% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 31,957 | $766.4 萬 | 2.1% | −1,572−4.7% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 178,277 | $694.9 萬 | 1.9% | +1,548+0.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 51,874 | $674.0 萬 | 1.8% | −708−1.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 25,258 | $663.4 萬 | 1.8% | +56+0.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 19,652 | $607.1 萬 | 1.6% | −127−0.6% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 37,549 | $570.2 萬 | 1.5% | −354−0.9% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 69,081 | $569.8 萬 | 1.5% | +327+0.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 29,460 | $540.7 萬 | 1.5% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 62,838 | $474.7 萬 | 1.3% | +3,007+5.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 77,631 | $423.0 萬 | 1.1% | +1,825+2.4% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 17,319 | $358.6 萬 | 1.0% | −425−2.4% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 59,197 | $328.9 萬 | 0.9% | −1,638−2.7% | 減碼 | – |
| DHRDanaher Corp | Stock | 12,383 | $328.7 萬 | 0.9% | −94−0.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 15,522 | $309.3 萬 | 0.8% | −108−0.7% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 11,365 | $303.3 萬 | 0.8% | −285−2.4% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 11,993 | $287.3 萬 | 0.8% | −345−2.8% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 15,775 | $278.7 萬 | 0.7% | +74+0.5% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 53,316 | $267.3 萬 | 0.7% | +2,069+4.0% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 34,936 | $261.8 萬 | 0.7% | −147−0.4% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 49,051 | $219.8 萬 | 0.6% | −600−1.2% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 40,354 | $215.7 萬 | 0.6% | +964+2.4% | 加碼 | – |
| Innovator ETFs Trust45783Y731 | BUFF STEP UP ETF | 78,007 | $187.9 萬 | 0.5% | −508−0.6% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,210 | $186.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,115 | $179.6 萬 | 0.5% | −350−3.1% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 9,540 | $172.3 萬 | 0.5% | −20−0.2% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 22,684 | $170.6 萬 | 0.5% | −63−0.3% | 減碼 | – |
| First Tr MLP & Energy Incom33739B104 | COM | 218,110 | $170.3 萬 | 0.5% | −22,034−9.2% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,130 | $165.9 萬 | 0.4% | +7+0.2% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X838 | INDXX NAT RE ETF | 113,803 | $156.0 萬 | 0.4% | −3,040−2.6% | 減碼 | – |
| GLWCorning Inc | COM | 48,096 | $153.6 萬 | 0.4% | +200.0% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,839 | $153.5 萬 | 0.4% | −50.0% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 12,797 | $149.7 萬 | 0.4% | −2,419−15.9% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,847 | $147.1 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,109 | $145.9 萬 | 0.4% | −40−0.7% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,313 | $142.9 萬 | 0.4% | −20−0.5% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,855 | $140.6 萬 | 0.4% | −1,488−9.1% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,459 | $138.4 萬 | 0.4% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 7,527 | $127.7 萬 | 0.3% | −394−5.0% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 12,086 | $127.4 萬 | 0.3% | −1,380−10.2% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 5,769 | $127.1 萬 | 0.3% | −15−0.3% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,430 | $126.5 萬 | 0.3% | +131+1.4% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 37,799 | $121.8 萬 | 0.3% | −2,612−6.5% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 30,052 | $121.7 萬 | 0.3% | +2,105+7.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 57,346 | $120.9 萬 | 0.3% | −1,180−2.0% | 減碼 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 28,370 | $120.7 萬 | 0.3% | +1,505+5.6% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 25,162 | $119.9 萬 | 0.3% | −69−0.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,884 | $119.5 萬 | 0.3% | −77−1.0% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,820 | $118.9 萬 | 0.3% | −20−0.3% | 減碼 | – |
| CVXChevron Corp | Stock | 6,365 | $114.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 27,257 | $112.7 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 16,757 | $109.9 萬 | 0.3% | −371−2.2% | 減碼 | – |
| VVisa Inc. | Stock | 5,287 | $109.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 11,750 | $106.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 25,594 | $104.4 萬 | 0.3% | +3,749+17.2% | 加碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 21,297 | $99.5 萬 | 0.3% | +1,519+7.7% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 19,192 | $99.4 萬 | 0.3% | −3,070−13.8% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 8,690 | $95.4 萬 | 0.3% | −200−2.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 15,948 | $94.8 萬 | 0.3% | +1,539+10.7% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 19,924 | $94.5 萬 | 0.3% | −6,313−24.1% | 減碼 | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 25,276 | $94.4 萬 | 0.3% | −4,880−16.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 30,918 | $92.0 萬 | 0.2% | +30,918 | 新進 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 33,765 | $90.1 萬 | 0.2% | −850−2.5% | 減碼 | – |
| TAT&T Inc. | Stock | 48,603 | $89.5 萬 | 0.2% | −30.0% | 減碼 | 歷史 |
| Advisors Inner Circle FD III00775Y645 | STRATEGAS MACRO | 37,422 | $86.4 萬 | 0.2% | +1,277+3.5% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 9,722 | $85.8 萬 | 0.2% | −350−3.5% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 17,680 | $85.3 萬 | 0.2% | 00.0% | 不變 | – |
| ORLYO Reilly Automotive Inc | Stock | 1,007 | $85.0 萬 | 0.2% | −23−2.2% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,951 | $84.3 萬 | 0.2% | −12−0.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,586 | $83.7 萬 | 0.2% | −393−4.9% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 18,894 | $83.0 萬 | 0.2% | −609−3.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 36,467 | $81.0 萬 | 0.2% | +8,295+29.4% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 12,271 | $80.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Energy ETF92204A306 | ETF | 6,633 | $80.4 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,380 | $79.8 萬 | 0.2% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,630 | $79.5 萬 | 0.2% | +10.0% | 加碼 | – |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 36,276 | $79.4 萬 | 0.2% | −15,988−30.6% | 減碼 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 13,329 | $79.1 萬 | 0.2% | −1,414−9.6% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 7,613 | $75.5 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,150 | $74.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Kraneshares Tr500767736 | QUADRTC INT RT | 31,692 | $71.7 萬 | 0.2% | −2,385−7.0% | 減碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 22,712 | $71.6 萬 | 0.2% | −465−2.0% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 4,445 | $70.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,150 | $69.3 萬 | 0.2% | −446−5.9% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 13,349 | $69.0 萬 | 0.2% | +525+4.1% | 加碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 15,359 | $68.5 萬 | 0.2% | +323+2.1% | 加碼 | – |
| KOCoca Cola Co | Stock | 10,631 | $67.6 萬 | 0.2% | +87+0.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,520 | $67.1 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,871 | $65.8 萬 | 0.2% | −400−5.5% | 減碼 | – |
| RTXRTX Corp | Stock | 6,429 | $64.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 8,334 | $64.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,456 | $64.3 萬 | 0.2% | −479−6.9% | 減碼 | – |
| BDXBecton Dickinson & Co | Stock | 2,427 | $61.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 4,087 | $60.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2022 年第 3 季之後清倉（5 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 3 季股數 | 2022 年第 3 季市值 | 2022 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| WYWeyerhaeuser Co | COM NEW | 19,997 | $57.1 萬 | 0.2% | 歷史 |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 4,086 | $23.3 萬 | 0.1% | – |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 12,373 | $13.9 萬 | <0.1% | 歷史 |
| WBDWarner Bros. Discovery, Inc. | Stock | 10,201 | $11.7 萬 | <0.1% | 歷史 |
| Swedish Expt CR Corp870297603 | ROG AGRI ETN22 | 10,000 | $9.10 萬 | <0.1% | – |