Cambridge Advisors Inc.
- SEC CIK
- 0001633695
- 最新申報
- 2026/7/16
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/13 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 181
- 較 2022 年第 4 季 0
- 總值
- $3.91 億
- 較 2022 年第 4 季 +$1,811 萬 (+4.9%)
| 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 | 173,812 | $6,537 萬 | 16.7% | +2,319+1.4% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 631,674 | $4,664 萬 | 11.9% | +32,129+5.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 565,800 | $2,556 萬 | 6.5% | −56,016−9.0% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 56,320 | $1,409 萬 | 3.6% | −1,040−1.8% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 264,359 | $1,293 萬 | 3.3% | +13,277+5.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 60,506 | $1,235 萬 | 3.2% | +1,523+2.6% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 129,596 | $1,040 萬 | 2.7% | −478−0.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 31,753 | $915.5 萬 | 2.3% | −204−0.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 50,763 | $837.1 萬 | 2.1% | −1,111−2.1% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 172,258 | $695.9 萬 | 1.8% | −6,019−3.4% | 減碼 | – |
| AMGNAmgen Inc | Stock | 25,445 | $615.1 萬 | 1.6% | +187+0.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 19,652 | $606.8 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 71,534 | $594.0 萬 | 1.5% | +2,453+3.6% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 37,288 | $574.3 萬 | 1.5% | −261−0.7% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 28,960 | $549.0 萬 | 1.4% | −500−1.7% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 87,622 | $478.4 萬 | 1.2% | +9,991+12.9% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 63,073 | $461.4 萬 | 1.2% | +235+0.4% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 58,941 | $384.1 萬 | 1.0% | −256−0.4% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 17,319 | $348.6 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| ACNAccenture plc | Stock | 11,365 | $324.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| DHRDanaher Corp | Stock | 12,333 | $310.8 萬 | 0.8% | −50−0.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 15,523 | $310.4 萬 | 0.8% | +10.0% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 12,123 | $277.4 萬 | 0.7% | +130+1.1% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 53,311 | $268.3 萬 | 0.7% | −50.0% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 34,867 | $254.3 萬 | 0.7% | −69−0.2% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 15,713 | $243.6 萬 | 0.6% | −62−0.4% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 47,944 | $229.4 萬 | 0.6% | −1,107−2.3% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 40,557 | $222.7 萬 | 0.6% | +203+0.5% | 加碼 | – |
| Innovator ETFs Trust45783Y731 | BUFF STEP UP ETF | 78,117 | $198.4 萬 | 0.5% | +110+0.1% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,159 | $190.7 萬 | 0.5% | −51−1.2% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,165 | $177.9 萬 | 0.5% | +50+0.4% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 22,819 | $174.0 萬 | 0.4% | +135+0.6% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 9,540 | $173.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr MLP & Energy Incom33739B104 | COM | 225,293 | $172.1 萬 | 0.4% | +7,183+3.3% | 加碼 | – |
| GLWCorning Inc | COM | 48,115 | $169.7 萬 | 0.4% | +190.0% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,459 | $157.8 萬 | 0.4% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,848 | $157.5 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 12,790 | $156.9 萬 | 0.4% | −7−0.1% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 15,794 | $152.7 萬 | 0.4% | +939+6.3% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 13,989 | $148.8 萬 | 0.4% | +150+1.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X838 | INDXX NAT RE ETF | 111,883 | $148.4 萬 | 0.4% | −1,920−1.7% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 3,105 | $146.7 萬 | 0.4% | −25−0.8% | 減碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,307 | $143.3 萬 | 0.4% | −6−0.1% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 31,250 | $140.9 萬 | 0.4% | +5,656+22.1% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 5,769 | $140.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,552 | $138.4 萬 | 0.4% | +25+0.3% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,109 | $136.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 28,155 | $134.9 萬 | 0.3% | −215−0.8% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 12,076 | $132.4 萬 | 0.3% | −10−0.1% | 減碼 | – |
| Schwab International Equity ETF808524805 | ETF | 37,897 | $131.9 萬 | 0.3% | +98+0.3% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 25,193 | $131.7 萬 | 0.3% | +31+0.1% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 57,465 | $124.8 萬 | 0.3% | +119+0.2% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 29,611 | $124.2 萬 | 0.3% | −441−1.5% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 9,471 | $123.4 萬 | 0.3% | +41+0.4% | 加碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,818 | $121.6 萬 | 0.3% | −20.0% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 7,888 | $117.3 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 5,188 | $117.0 萬 | 0.3% | −99−1.9% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 16,353 | $111.0 萬 | 0.3% | −404−2.4% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 5,222 | $110.7 萬 | 0.3% | +355+7.3% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 27,257 | $110.6 萬 | 0.3% | 00.0% | 不變 | – |
| NVSNovartis AG | ADR | 11,700 | $107.6 萬 | 0.3% | −50−0.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 45,467 | $106.7 萬 | 0.3% | +9,000+24.7% | 加碼 | – |
| CVXChevron Corp | Stock | 6,530 | $106.5 萬 | 0.3% | +165+2.6% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 21,883 | $106.5 萬 | 0.3% | +586+2.8% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 9,882 | $102.5 萬 | 0.3% | +160+1.6% | 加碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 18,892 | $101.3 萬 | 0.3% | −300−1.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 31,178 | $97.3 萬 | 0.2% | +260+0.8% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 16,092 | $95.8 萬 | 0.2% | +144+0.9% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 13,271 | $94.9 萬 | 0.2% | +1,000+8.1% | 加碼 | – |
| TAT&T Inc. | Stock | 48,739 | $93.8 萬 | 0.2% | +136+0.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 19,281 | $92.3 萬 | 0.2% | −643−3.2% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 33,767 | $89.9 萬 | 0.2% | +20.0% | 加碼 | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 25,496 | $88.2 萬 | 0.2% | +220+0.9% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 8,690 | $88.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,936 | $85.3 萬 | 0.2% | −15−0.8% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,150 | $85.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Advisors Inner Circle FD III00775Y645 | STRATEGAS MACRO | 37,982 | $84.8 萬 | 0.2% | +560+1.5% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 17,180 | $83.8 萬 | 0.2% | −500−2.8% | 減碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 982 | $83.4 萬 | 0.2% | −25−2.5% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,553 | $82.8 萬 | 0.2% | −33−0.4% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 18,347 | $82.7 萬 | 0.2% | −547−2.9% | 減碼 | – |
| NXPINXP Semiconductors N.V. | COM | 4,430 | $82.6 萬 | 0.2% | −15−0.3% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 14,849 | $82.0 萬 | 0.2% | +1,500+11.2% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,630 | $81.4 萬 | 0.2% | 00.0% | 不變 | – |
| NVDANVIDIA Corp | Stock | 2,926 | $81.3 萬 | 0.2% | +118+4.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,520 | $80.9 萬 | 0.2% | 00.0% | 不變 | – |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 13,450 | $79.0 萬 | 0.2% | +121+0.9% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,380 | $78.9 萬 | 0.2% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 7,244 | $75.4 萬 | 0.2% | −369−4.8% | 減碼 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 6,533 | $74.6 萬 | 0.2% | −100−1.5% | 減碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 22,442 | $74.5 萬 | 0.2% | −270−1.2% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,150 | $71.2 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45783Y723 | POWER BUFFER SET | 27,047 | $70.2 萬 | 0.2% | +10,642+64.9% | 加碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 15,426 | $69.8 萬 | 0.2% | +67+0.4% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 5,342 | $68.1 萬 | 0.2% | +9+0.2% | 加碼 | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,871 | $68.1 萬 | 0.2% | 00.0% | 不變 | – |
| TGTTarget Corp | Stock | 4,087 | $67.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 8,334 | $67.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 10,631 | $65.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BABoeing Co | Stock | 3,060 | $65.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2022 年第 4 季之後清倉（6 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287432 | 20 YR TR BD ETF | 6,456 | $64.3 萬 | 0.2% | – |
| DBAInvesco DB Agriculture Fund | AGRICULTURE FD | 13,770 | $27.7 萬 | 0.1% | 歷史 |
| Simplify Exchange Traded Fun82889N202 | US EQT PLS DWNSD | 10,527 | $25.5 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 7,441 | $24.8 萬 | 0.1% | – |
| MMM3M Co | Stock | 1,931 | $23.2 萬 | 0.1% | 歷史 |
| CVSCVS Health Corp | Stock | 2,430 | $22.6 萬 | 0.1% | 歷史 |