Cambridge Advisors Inc.
- SEC CIK
- 0001633695
- 最新申報
- 2026/7/16
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/11 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 167
- 較 2024 年第 1 季 0
- 總值
- $4.30 億
- 較 2024 年第 1 季 +$629.2 萬 (+1.5%)
| 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 | 153,443 | $7,674 萬 | 17.8% | −2,278−1.5% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 638,351 | $4,599 萬 | 10.7% | +35,910+6.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 557,452 | $2,755 萬 | 6.4% | −8,006−1.4% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 277,583 | $1,624 萬 | 3.8% | −7,150−2.5% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 30,027 | $1,342 萬 | 3.1% | −29−0.1% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 242,898 | $1,182 萬 | 2.7% | +8,455+3.6% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 38,271 | $1,024 萬 | 2.4% | −555−1.4% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 112,063 | $895.7 萬 | 2.1% | +4,650+4.3% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 196,618 | $860.4 萬 | 2.0% | −3,407−1.7% | 減碼 | – |
| AAPLApple Inc. | Stock | 39,677 | $835.7 萬 | 1.9% | +1,129+2.9% | 加碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 145,142 | $805.5 萬 | 1.9% | +5,887+4.2% | 加碼 | – |
| AMGNAmgen Inc | Stock | 25,273 | $789.7 萬 | 1.8% | +55+0.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 18,770 | $763.6 萬 | 1.8% | +357+1.9% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 128,277 | $727.1 萬 | 1.7% | +2,457+2.0% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 37,286 | $680.7 萬 | 1.6% | +151+0.4% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 29,750 | $648.7 萬 | 1.5% | −210−0.7% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 63,716 | $642.5 萬 | 1.5% | −130−0.2% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 75,495 | $632.4 萬 | 1.5% | +3,929+5.5% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 51,490 | $400.4 萬 | 0.9% | −710−1.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 120,560 | $348.7 萬 | 0.8% | +1,435+1.2% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 14,405 | $325.9 萬 | 0.8% | −120−0.8% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 9,525 | $317.3 萬 | 0.7% | −21−0.2% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 47,485 | $298.5 萬 | 0.7% | +601+1.3% | 加碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 43,732 | $292.9 萬 | 0.7% | +3,024+7.4% | 加碼 | – |
| Innovator ETFs Trust45783Y731 | BUFF STEP UP ETF | 90,653 | $284.4 萬 | 0.7% | −3,776−4.0% | 減碼 | – |
| ACNAccenture plc | Stock | 9,250 | $280.7 萬 | 0.7% | −10−0.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 12,102 | $266.8 萬 | 0.6% | −34−0.3% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 10,526 | $263.0 萬 | 0.6% | −75−0.7% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 20,895 | $258.1 萬 | 0.6% | −2,865−12.1% | 減碼依 10 比 1 拆股換算 | 歷史 |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 133,549 | $248.1 萬 | 0.6% | +133,549 | 新進 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 29,436 | $247.4 萬 | 0.6% | −807−2.7% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,465 | $235.7 萬 | 0.5% | −135−2.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,091 | $222.6 萬 | 0.5% | +76+1.9% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 42,518 | $214.6 萬 | 0.5% | +2,661+6.7% | 加碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,879 | $207.6 萬 | 0.5% | −150−3.7% | 減碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 39,305 | $206.2 萬 | 0.5% | +2,317+6.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 46,288 | $199.3 萬 | 0.5% | −4,239−8.4% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 13,086 | $191.3 萬 | 0.4% | −438−3.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,393 | $189.3 萬 | 0.4% | +75+0.7% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,629 | $183.0 萬 | 0.4% | +45+1.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 36,140 | $172.2 萬 | 0.4% | +363+1.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 43,017 | $165.3 萬 | 0.4% | +2,193+5.4% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 4,110 | $160.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,685 | $156.6 萬 | 0.4% | +85+0.6% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 8,840 | $151.6 萬 | 0.4% | +65+0.7% | 加碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 19,368 | $150.7 萬 | 0.4% | −13−0.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 19,187 | $148.3 萬 | 0.3% | −637−3.2% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 11,570 | $143.2 萬 | 0.3% | +154+1.3% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,807 | $142.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U786 | FT VEST U.S | 38,993 | $140.6 萬 | 0.3% | −275−0.7% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 6,848 | $138.9 萬 | 0.3% | +36+0.5% | 加碼 | – |
| GLWCorning Inc | COM | 35,758 | $138.9 萬 | 0.3% | +160+0.4% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 25,231 | $138.6 萬 | 0.3% | −116−0.5% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 8,135 | $134.2 萬 | 0.3% | −20−0.2% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 27,673 | $131.3 萬 | 0.3% | +253+0.9% | 加碼 | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 56,970 | $131.1 萬 | 0.3% | +21,644+61.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 9,150 | $129.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 31,560 | $128.0 萬 | 0.3% | +635+2.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,590 | $124.1 萬 | 0.3% | −100−3.7% | 減碼 | – |
| VVisa Inc. | Stock | 4,642 | $121.8 萬 | 0.3% | −49−1.0% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 15,186 | $119.0 萬 | 0.3% | +600+4.1% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,710 | $114.7 萬 | 0.3% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 5,473 | $110.7 萬 | 0.3% | +9+0.2% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,616 | $109.1 萬 | 0.3% | +258+4.1% | 加碼 | 歷史 |
| NVSNovartis AG | ADR | 10,075 | $107.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 4,440 | $105.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 967 | $102.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 16,909 | $102.0 萬 | 0.2% | +375+2.3% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 16,861 | $100.5 萬 | 0.2% | +173+1.0% | 加碼 | – |
| EMEEMCOR Group, Inc. | Stock | 2,730 | $99.7 萬 | 0.2% | −200−6.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,981 | $98.3 萬 | 0.2% | 00.0% | 不變 | – |
| ADPAutomatic Data Processing Inc | Stock | 4,065 | $97.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,715 | $96.7 萬 | 0.2% | −25−1.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D846 | FT VEST DJIA | 47,991 | $94.9 萬 | 0.2% | +1,412+3.0% | 加碼 | – |
| CVXChevron Corp | Stock | 5,998 | $93.8 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,760 | $92.0 萬 | 0.2% | +135+2.9% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 18,893 | $89.8 萬 | 0.2% | −39−0.2% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 29,169 | $88.8 萬 | 0.2% | −220−0.7% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 13,814 | $88.8 萬 | 0.2% | +20.0% | 加碼 | – |
| Innovator ETFs Trust45783Y723 | POWER BUFFER SET | 28,722 | $87.5 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 7,548 | $86.9 萬 | 0.2% | +726+10.6% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 3,150 | $84.8 萬 | 0.2% | −280−8.2% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,849 | $82.8 萬 | 0.2% | −1,276−24.9% | 減碼 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 6,448 | $82.3 萬 | 0.2% | −45−0.7% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 20,031 | $80.6 萬 | 0.2% | +215+1.1% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 16,480 | $79.3 萬 | 0.2% | 00.0% | 不變 | – |
| Advisors Inner Circle FD III00775Y645 | STRATEGAS MACRO | 29,608 | $77.5 萬 | 0.2% | −245−0.8% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,952 | $77.0 萬 | 0.2% | +310+11.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U844 | FT VEST U.S | 20,898 | $76.9 萬 | 0.2% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 7,245 | $75.3 萬 | 0.2% | −25−0.3% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 6,736 | $72.0 萬 | 0.2% | −40−0.6% | 減碼 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 14,109 | $71.1 萬 | 0.2% | +1,527+12.1% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 3,536 | $70.4 萬 | 0.2% | −60−1.7% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,965 | $68.7 萬 | 0.2% | +55+1.9% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,478 | $65.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,146 | $65.4 萬 | 0.2% | 00.0% | 不變 | – |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 28,820 | $64.7 萬 | 0.2% | +2,770+10.6% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 12,402 | $64.5 萬 | 0.1% | −653−5.0% | 減碼 | – |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 30,192 | $64.4 萬 | 0.1% | +4,437+17.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 17,020 | $64.2 萬 | 0.1% | −950−5.3% | 減碼 | – |
2024 年第 1 季之後清倉（2 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。