Cambridge Advisors Inc.
- SEC CIK
- 0001633695
- 最新申報
- 2026/7/16
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/13 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 166
- 較 2023 年第 1 季 −15
- 總值
- $3.91 億
- 較 2023 年第 1 季 +$16.9 萬 (0.0%)
| 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 | 170,092 | $6,928 萬 | 17.7% | −3,720−2.1% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 629,974 | $4,579 萬 | 11.7% | −1,700−0.3% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 564,656 | $2,608 萬 | 6.7% | −1,144−0.2% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 58,107 | $1,519 萬 | 3.9% | +1,787+3.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 60,529 | $1,333 萬 | 3.4% | +230.0% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 263,424 | $1,288 萬 | 3.3% | −935−0.4% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 30,593 | $1,042 萬 | 2.7% | −1,160−3.7% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 129,695 | $1,025 萬 | 2.6% | +99+0.1% | 加碼 | – |
| AAPLApple Inc. | Stock | 40,053 | $776.9 萬 | 2.0% | −10,710−21.1% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 178,988 | $728.1 萬 | 1.9% | +6,730+3.9% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 18,857 | $643.0 萬 | 1.6% | −795−4.0% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 74,867 | $625.6 萬 | 1.6% | +3,333+4.7% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 30,460 | $605.8 萬 | 1.6% | +1,500+5.2% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 36,635 | $595.1 萬 | 1.5% | −653−1.8% | 減碼 | – |
| AMGNAmgen Inc | Stock | 25,298 | $561.7 萬 | 1.4% | −147−0.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 92,406 | $511.3 萬 | 1.3% | +4,784+5.5% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 60,923 | $456.6 萬 | 1.2% | +1,982+3.4% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 62,412 | $453.2 萬 | 1.2% | −661−1.0% | 減碼 | – |
| LOWLowes Companies Inc | Stock | 14,405 | $325.1 萬 | 0.8% | −1,118−7.2% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 15,755 | $322.4 萬 | 0.8% | −1,564−9.0% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 10,225 | $315.5 萬 | 0.8% | −1,140−10.0% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 11,749 | $282.0 萬 | 0.7% | −584−4.7% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 11,260 | $277.1 萬 | 0.7% | −863−7.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 34,462 | $258.7 萬 | 0.7% | −405−1.2% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 47,576 | $246.0 萬 | 0.6% | −368−0.8% | 減碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 48,712 | $244.2 萬 | 0.6% | −4,599−8.6% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 14,505 | $240.1 萬 | 0.6% | −1,208−7.7% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 40,560 | $233.5 萬 | 0.6% | +30.0% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 44,776 | $216.6 萬 | 0.6% | +13,526+43.3% | 加碼 | – |
| Innovator ETFs Trust45783Y731 | BUFF STEP UP ETF | 79,817 | $216.2 萬 | 0.6% | +1,700+2.2% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 4,109 | $196.8 萬 | 0.5% | −50−1.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,659 | $183.2 萬 | 0.5% | +200+3.1% | 加碼 | – |
| First Tr MLP & Energy Incom33739B104 | COM | 231,025 | $178.1 萬 | 0.5% | +5,732+2.5% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,848 | $170.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 8,540 | $158.2 萬 | 0.4% | −1,000−10.5% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 20,843 | $157.7 萬 | 0.4% | −1,976−8.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 34,980 | $154.5 萬 | 0.4% | +16,633+90.7% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 15,193 | $151.4 萬 | 0.4% | −601−3.8% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,295 | $147.7 萬 | 0.4% | −12−0.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,032 | $145.7 萬 | 0.4% | −73−2.4% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 39,044 | $139.2 萬 | 0.4% | +1,147+3.0% | 加碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 7,289 | $136.5 萬 | 0.3% | +471+6.9% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 11,773 | $135.8 萬 | 0.3% | −2,216−15.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,080 | $135.8 萬 | 0.3% | −1,085−9.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X838 | INDXX NAT RE ETF | 104,931 | $131.9 萬 | 0.3% | −6,952−6.2% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 29,698 | $130.1 萬 | 0.3% | +87+0.3% | 加碼 | – |
| GLWCorning Inc | COM | 37,098 | $130.0 萬 | 0.3% | −11,017−22.9% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 7,263 | $129.5 萬 | 0.3% | −289−3.8% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 11,800 | $127.6 萬 | 0.3% | −276−2.3% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 5,030 | $125.8 萬 | 0.3% | −739−12.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 49,610 | $124.2 萬 | 0.3% | +4,143+9.1% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 5,635 | $123.9 萬 | 0.3% | −474−7.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 5,189 | $123.2 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U109 | TCW SECURITIZED | 57,594 | $123.0 萬 | 0.3% | +129+0.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,826 | $119.5 萬 | 0.3% | −100−3.4% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 23,025 | $116.2 萬 | 0.3% | +1,142+5.2% | 加碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 16,306 | $115.8 萬 | 0.3% | −47−0.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 9,658 | $115.6 萬 | 0.3% | −224−2.3% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 28,157 | $113.2 萬 | 0.3% | +900+3.3% | 加碼 | – |
| ORCLOracle Corp | Stock | 9,150 | $109.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVSNovartis AG | ADR | 10,775 | $108.7 萬 | 0.3% | −925−7.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,709 | $106.4 萬 | 0.3% | −1,513−29.0% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 6,608 | $104.0 萬 | 0.3% | +78+1.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 20,018 | $103.6 萬 | 0.3% | −5,175−20.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 31,178 | $101.7 萬 | 0.3% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 13,821 | $100.2 萬 | 0.3% | +550+4.1% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 6,558 | $99.5 萬 | 0.3% | −1,330−16.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,690 | $99.4 萬 | 0.3% | +170+6.7% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 16,298 | $96.8 萬 | 0.2% | +206+1.3% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 972 | $92.9 萬 | 0.2% | −10−1.0% | 減碼 | 歷史 |
| Advisors Inner Circle FD III00775Y645 | STRATEGAS MACRO | 39,312 | $91.7 萬 | 0.2% | +1,330+3.5% | 加碼 | – |
| ROPRoper Technologies Inc | Stock | 1,873 | $90.1 萬 | 0.2% | −63−3.3% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,980 | $89.5 萬 | 0.2% | +350+6.2% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 16,892 | $88.6 萬 | 0.2% | −2,000−10.6% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 7,945 | $86.6 萬 | 0.2% | −745−8.6% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 14,849 | $83.3 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D846 | FT VEST DJIA | 41,618 | $82.8 萬 | 0.2% | +41,618 | 新進 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 17,180 | $82.6 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 30,126 | $81.3 萬 | 0.2% | −3,641−10.8% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 5,433 | $79.0 萬 | 0.2% | −4,038−42.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,380 | $78.2 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 22,272 | $78.2 萬 | 0.2% | −170−0.8% | 減碼 | – |
| Innovator ETFs Trust45783Y723 | POWER BUFFER SET | 27,422 | $74.9 萬 | 0.2% | +375+1.4% | 加碼 | – |
| Vanguard Energy ETF92204A306 | ETF | 6,558 | $74.0 萬 | 0.2% | +25+0.4% | 加碼 | – |
| MDTMedtronic plc | Stock | 8,334 | $73.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,819 | $73.1 萬 | 0.2% | −734−9.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 7,245 | $71.8 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,430 | $70.2 萬 | 0.2% | −1,000−22.6% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 18,811 | $69.8 萬 | 0.2% | +5,600+42.4% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 12,990 | $68.0 萬 | 0.2% | +5,430+71.8% | 加碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,871 | $66.4 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,550 | $64.2 萬 | 0.2% | −600−8.4% | 減碼 | – |
| BDXBecton Dickinson & Co | Stock | 2,427 | $64.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 18,758 | $62.7 萬 | 0.2% | +660+3.6% | 加碼 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 13,497 | $61.1 萬 | 0.2% | −1,929−12.5% | 減碼 | – |
| EMEEMCOR Group, Inc. | Stock | 3,205 | $59.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 6,780 | $59.2 萬 | 0.2% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 4,400 | $57.4 萬 | 0.1% | −450−9.3% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 17,032 | $57.0 萬 | 0.1% | −1,337−7.3% | 減碼 | 歷史 |
| Advisors Inner Circle FD III00775Y652 | STRATEGAS GBL PO | 22,634 | $56.8 萬 | 0.1% | +355+1.6% | 加碼 | – |
2023 年第 1 季之後清倉（21 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NKENIKE, Inc. | Stock | 12,790 | $156.9 萬 | 0.4% | 歷史 |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 28,155 | $134.9 萬 | 0.3% | – |
| TAT&T Inc. | Stock | 48,739 | $93.8 萬 | 0.2% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 25,496 | $88.2 萬 | 0.2% | 歷史 |
| Cambria ETF Tr132061201 | SHSHLD YIELD ETF | 13,450 | $79.0 萬 | 0.2% | – |
| VZVerizon Communications Inc | Stock | 14,694 | $57.1 萬 | 0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 19,450 | $43.0 萬 | 0.1% | 歷史 |
| ETF Managers Tr26924G102 | PRIME JUNIR SLVR | 38,300 | $42.6 萬 | 0.1% | – |
| GRMNGarmin Ltd | SHS | 4,086 | $41.2 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F789 | MLT MNGD LRG GRW | 17,820 | $34.0 萬 | 0.1% | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 6,175 | $32.9 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 8,150 | $29.5 萬 | 0.1% | – |
| Innovator ETFs Trust45782C615 | GRWT100 PWR BUF | 7,500 | $29.4 萬 | 0.1% | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 6,800 | $26.9 萬 | 0.1% | – |
| UNGUnited States Natural Gas Fund, LP | UNIT PAR | 37,805 | $26.2 萬 | 0.1% | 歷史 |
| SYYSysco Corp | Stock | 2,665 | $20.6 萬 | 0.1% | 歷史 |
| SLBSLB Limited | Stock | 4,101 | $20.1 萬 | 0.1% | 歷史 |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 10,475 | $18.3 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740F540 | SKYB CRY IND ETF | 30,390 | $15.0 萬 | <0.1% | – |
| RIGTransocean Ltd. | REGISTERED SHS | 12,400 | $7.89 萬 | <0.1% | 歷史 |
| FTEKFuel Tech, Inc. | COM | 12,050 | $1.54 萬 | <0.1% | 歷史 |