Cambridge Advisors Inc.
- SEC CIK
- 0001633695
- 最新申報
- 2026/7/16
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/24 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 175
- 較 2024 年第 4 季 +7
- 總值
- $4.57 億
- 較 2024 年第 4 季 +$855.0 萬 (+1.9%)
| 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 | 144,194 | $7,410 萬 | 16.2% | +140+0.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 664,992 | $4,884 萬 | 10.7% | +5,515+0.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 609,512 | $3,098 萬 | 6.8% | −318−0.1% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 266,940 | $1,558 萬 | 3.4% | +154+0.1% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 251,847 | $1,230 萬 | 2.7% | −180.0% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 15 | $1,198 萬 | 2.6% | +15 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 29,080 | $1,092 萬 | 2.4% | +30.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 37,364 | $1,027 萬 | 2.2% | +10.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 18,873 | $1,005 萬 | 2.2% | −45−0.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 167,317 | $956.1 萬 | 2.1% | +9,521+6.0% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 184,019 | $952.9 萬 | 2.1% | +6,553+3.7% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 114,519 | $936.3 萬 | 2.1% | −400.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 40,656 | $903.1 萬 | 2.0% | +380+0.9% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 199,369 | $902.3 萬 | 2.0% | −105−0.1% | 減碼 | – |
| AMGNAmgen Inc | Stock | 24,487 | $762.9 萬 | 1.7% | +20.0% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 36,009 | $698.5 萬 | 1.5% | −594−1.6% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 70,543 | $638.7 萬 | 1.4% | −100.0% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 254,699 | $637.8 萬 | 1.4% | +1,985+0.8% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 28,036 | $621.7 萬 | 1.4% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 153,602 | $429.5 萬 | 0.9% | +740.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 142,945 | $424.4 萬 | 0.9% | +3,199+2.3% | 加碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 52,176 | $375.5 萬 | 0.8% | +3,042+6.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 13,913 | $328.7 萬 | 0.7% | −475−3.3% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 9,364 | $308.8 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 129,506 | $305.8 萬 | 0.7% | −2,892−2.2% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 138,603 | $298.4 萬 | 0.7% | +336+0.2% | 加碼 | – |
| Innovator ETFs Trust45783Y731 | BUFF STEP UP ETF | 90,657 | $293.3 萬 | 0.6% | −304−0.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 138,629 | $281.3 萬 | 0.6% | −994−0.7% | 減碼 | – |
| ACNAccenture plc | Stock | 8,910 | $278.0 萬 | 0.6% | −10−0.1% | 減碼 | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 89,256 | $275.6 萬 | 0.6% | +643+0.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 11,653 | $271.8 萬 | 0.6% | −60−0.5% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 27,900 | $250.1 萬 | 0.5% | −140−0.5% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,453 | $233.0 萬 | 0.5% | 00.0% | 不變 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 45,241 | $229.1 萬 | 0.5% | +1,413+3.2% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,089 | $228.7 萬 | 0.5% | −40−1.0% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,874 | $206.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,404 | $205.7 萬 | 0.5% | +11+0.1% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 9,849 | $201.9 萬 | 0.4% | −364−3.6% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 18,507 | $200.6 萬 | 0.4% | +17+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,353 | $193.2 萬 | 0.4% | −18−0.5% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,720 | $182.7 萬 | 0.4% | −159−1.8% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 90,018 | $178.1 萬 | 0.4% | −265−0.3% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 45,208 | $169.5 萬 | 0.4% | +2,220+5.2% | 加碼 | – |
| VVisa Inc. | Stock | 4,831 | $169.3 萬 | 0.4% | −24−0.5% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 35,653 | $163.2 萬 | 0.4% | +55+0.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 10,515 | $162.6 萬 | 0.4% | +26+0.2% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,841 | $161.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 31,824 | $151.8 萬 | 0.3% | −4,383−12.1% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 57,930 | $151.8 萬 | 0.3% | +90.0% | 加碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 53,834 | $147.5 萬 | 0.3% | −641−1.2% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,659 | $142.8 萬 | 0.3% | +121+0.9% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 17,895 | $141.3 萬 | 0.3% | −11−0.1% | 減碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 963 | $138.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,526 | $135.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 32,785 | $132.6 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 30,085 | $131.9 萬 | 0.3% | −191−0.6% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 55,417 | $129.8 萬 | 0.3% | −102−0.2% | 減碼 | – |
| ORCLOracle Corp | Stock | 9,100 | $127.2 萬 | 0.3% | −65−0.7% | 減碼 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,275 | $125.2 萬 | 0.3% | −564−8.2% | 減碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,186 | $124.1 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,633 | $123.5 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 19,509 | $121.2 萬 | 0.3% | +2,600+15.4% | 加碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 3,942 | $120.4 萬 | 0.3% | −200−4.8% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 16,285 | $120.2 萬 | 0.3% | +615+3.9% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 20,025 | $119.8 萬 | 0.3% | −17−0.1% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,710 | $116.4 萬 | 0.3% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 2,122 | $111.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 18,006 | $111.1 萬 | 0.2% | −535−2.9% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,466 | $110.2 萬 | 0.2% | −150−2.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D846 | FT VEST DJIA | 52,016 | $108.4 萬 | 0.2% | −809−1.5% | 減碼 | – |
| NVSNovartis AG | ADR | 9,675 | $107.9 萬 | 0.2% | −400−4.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,953 | $103.1 萬 | 0.2% | +10.0% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 4,153 | $103.0 萬 | 0.2% | −25−0.6% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,570 | $98.5 萬 | 0.2% | −215−3.2% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,620 | $95.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,971 | $94.6 萬 | 0.2% | +20+0.4% | 加碼 | 歷史 |
| EMEEMCOR Group, Inc. | Stock | 2,530 | $93.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 5,569 | $93.2 萬 | 0.2% | −19−0.3% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 50,210 | $91.3 萬 | 0.2% | +3,960+8.6% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 6,845 | $90.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 40,362 | $89.1 萬 | 0.2% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 20,031 | $88.7 萬 | 0.2% | 00.0% | 不變 | – |
| Advisors Inner Circle FD III00775Y645 | STRATEGAS MACRO | 30,286 | $88.4 萬 | 0.2% | +373+1.2% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 3,067 | $88.4 萬 | 0.2% | −60−1.9% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,326 | $87.1 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 32,840 | $79.9 萬 | 0.2% | 00.0% | 不變 | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 15,921 | $79.8 萬 | 0.2% | −1,302−7.6% | 減碼 | – |
| AXPAmerican Express Co | Stock | 2,910 | $78.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 813 | $76.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,541 | $76.7 萬 | 0.2% | +12+0.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,518 | $75.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45783Y723 | POWER BUFFER SET | 23,560 | $74.0 萬 | 0.2% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 7,384 | $72.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 3,354 | $70.9 萬 | 0.2% | +384+12.9% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,146 | $69.8 萬 | 0.2% | 00.0% | 不變 | – |
| RTXRTX Corp | Stock | 5,114 | $67.7 萬 | 0.1% | −25−0.5% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 30,393 | $66.8 萬 | 0.1% | −4,559−13.0% | 減碼 | – |
| KOCoca Cola Co | Stock | 9,248 | $66.2 萬 | 0.1% | −800−8.0% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 24,506 | $65.9 萬 | 0.1% | 00.0% | 不變 | – |
| Advisors Inner Circle FD III00775Y652 | STRATEGAS GBL PO | 21,521 | $64.9 萬 | 0.1% | −534−2.4% | 減碼 | – |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 5,023 | $24.4 萬 | 0.1% | – |
| CRLCharles River Laboratories International, Inc. | COM | 1,200 | $22.2 萬 | <0.1% | 歷史 |
| Invesco Actively Managed Exc46090A101 | ACTIVE US REAL | 2,230 | $20.1 萬 | <0.1% | – |