Cambridge Advisors Inc.
- SEC CIK
- 0001633695
- 最新申報
- 2026/7/16
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/16 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 168
- 較 2025 年第 1 季 −7
- 總值
- $4.78 億
- 較 2025 年第 1 季 +$2,186 萬 (+4.8%)
| 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 | 148,215 | $8,419 萬 | 17.6% | +4,021+2.8% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 648,141 | $4,772 萬 | 10.0% | −16,851−2.5% | 減碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 577,888 | $3,295 萬 | 6.9% | −31,624−5.2% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 300,467 | $1,863 萬 | 3.9% | +33,527+12.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 28,932 | $1,439 萬 | 3.0% | −148−0.5% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 248,675 | $1,231 萬 | 2.6% | −3,172−1.3% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 39,128 | $1,189 萬 | 2.5% | +1,764+4.7% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 15 | $1,093 萬 | 2.3% | 00.0% | 不變 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 181,623 | $988.0 萬 | 2.1% | −2,396−1.3% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 172,306 | $979.6 萬 | 2.0% | +4,989+3.0% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 195,074 | $964.8 萬 | 2.0% | −4,295−2.2% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 115,357 | $956.5 萬 | 2.0% | +838+0.7% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 18,474 | $897.4 萬 | 1.9% | −399−2.1% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 33,036 | $782.9 萬 | 1.6% | +5,000+17.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 37,940 | $778.4 萬 | 1.6% | −2,716−6.7% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 253,670 | $741.0 萬 | 1.5% | −1,029−0.4% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 35,510 | $726.8 萬 | 1.5% | −499−1.4% | 減碼 | – |
| AMGNAmgen Inc | Stock | 24,424 | $681.9 萬 | 1.4% | −63−0.3% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 72,996 | $650.1 萬 | 1.4% | +2,453+3.5% | 加碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 53,411 | $502.0 萬 | 1.0% | +1,235+2.4% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 146,616 | $466.2 萬 | 1.0% | +3,671+2.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 130,243 | $345.1 萬 | 0.7% | −23,359−15.2% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 137,043 | $326.6 萬 | 0.7% | −1,560−1.1% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 130,413 | $320.0 萬 | 0.7% | +907+0.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 20,192 | $319.0 萬 | 0.7% | +1,685+9.1% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y731 | BUFF STEP UP ETF | 87,810 | $303.3 萬 | 0.6% | −2,847−3.1% | 減碼 | – |
| CATCaterpillar Inc | Stock | 7,684 | $298.3 萬 | 0.6% | −1,680−17.9% | 減碼 | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 89,462 | $292.4 萬 | 0.6% | +206+0.2% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 12,688 | $291.9 萬 | 0.6% | −1,225−8.8% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 141,873 | $279.8 萬 | 0.6% | +3,244+2.3% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,368 | $270.4 萬 | 0.6% | −85−1.3% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,071 | $251.5 萬 | 0.5% | −18−0.4% | 減碼 | 歷史 |
| ACNAccenture plc | Stock | 8,030 | $240.0 萬 | 0.5% | −880−9.9% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 10,797 | $239.6 萬 | 0.5% | −856−7.3% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 44,863 | $227.4 萬 | 0.5% | −378−0.8% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,894 | $220.6 萬 | 0.5% | +20+0.5% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,731 | $201.5 萬 | 0.4% | −622−18.6% | 減碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 90,297 | $199.6 萬 | 0.4% | +279+0.3% | 加碼 | – |
| ORCLOracle Corp | Stock | 9,115 | $199.3 萬 | 0.4% | +15+0.2% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 35,598 | $187.2 萬 | 0.4% | −55−0.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 9,434 | $186.4 萬 | 0.4% | −415−4.2% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 12,117 | $185.1 萬 | 0.4% | −287−2.3% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 19,759 | $179.6 萬 | 0.4% | −8,141−29.2% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 47,094 | $176.6 萬 | 0.4% | +1,886+4.2% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 15,410 | $168.9 萬 | 0.4% | +4,700+43.9% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,818 | $168.2 萬 | 0.4% | −23−0.6% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 57,885 | $162.4 萬 | 0.3% | −45−0.1% | 減碼 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 31,824 | $162.3 萬 | 0.3% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 8,702 | $161.5 萬 | 0.3% | −18−0.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,802 | $155.1 萬 | 0.3% | −1,713−16.3% | 減碼 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 32,785 | $151.3 萬 | 0.3% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,692 | $149.6 萬 | 0.3% | +33+0.2% | 加碼 | – |
| VVisa Inc. | Stock | 4,116 | $146.1 萬 | 0.3% | −715−14.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,026 | $145.7 萬 | 0.3% | −500−9.0% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,633 | $145.2 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 17,949 | $142.7 萬 | 0.3% | +54+0.3% | 加碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 54,295 | $137.4 萬 | 0.3% | −1,122−2.0% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 19,867 | $137.3 萬 | 0.3% | +358+1.8% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,186 | $135.7 萬 | 0.3% | 00.0% | 不變 | – |
| EMEEMCOR Group, Inc. | Stock | 2,530 | $135.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,237 | $134.6 萬 | 0.3% | −38−0.6% | 減碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 15,478 | $133.2 萬 | 0.3% | −807−5.0% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 19,797 | $118.5 萬 | 0.2% | −228−1.1% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 17,056 | $118.3 萬 | 0.2% | −950−5.3% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 12,750 | $114.9 萬 | 0.2% | −1,695−11.7% | 減碼依 15 比 1 拆股換算 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,717 | $114.6 萬 | 0.2% | −225−5.7% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 39,892 | $114.3 萬 | 0.2% | −13,942−25.9% | 減碼 | – |
| NVSNovartis AG | ADR | 8,975 | $108.6 萬 | 0.2% | −700−7.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,953 | $108.2 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D846 | FT VEST DJIA | 52,544 | $104.5 萬 | 0.2% | +528+1.0% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 4,153 | $102.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 6,441 | $102.6 萬 | 0.2% | −25−0.4% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 33,255 | $99.9 萬 | 0.2% | +14,046+73.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 22,632 | $99.3 萬 | 0.2% | −7,453−24.8% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 4,446 | $97.5 萬 | 0.2% | −525−10.6% | 減碼 | 歷史 |
| Advisors Inner Circle FD III00775Y645 | STRATEGAS MACRO | 28,320 | $97.5 萬 | 0.2% | −1,966−6.5% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 38,304 | $93.6 萬 | 0.2% | −2,058−5.1% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 6,867 | $93.4 萬 | 0.2% | +22+0.3% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,910 | $92.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,015 | $91.9 萬 | 0.2% | −52−1.7% | 減碼 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 3,254 | $90.8 萬 | 0.2% | −100−3.0% | 減碼 | – |
| ROPRoper Technologies Inc | Stock | 1,570 | $89.0 萬 | 0.2% | −50−3.1% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 48,288 | $88.8 萬 | 0.2% | −1,922−3.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 20,031 | $85.0 萬 | 0.2% | 00.0% | 不變 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,518 | $82.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 16,409 | $82.2 萬 | 0.2% | +488+3.1% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 32,757 | $79.9 萬 | 0.2% | −83−0.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 7,327 | $79.0 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y723 | POWER BUFFER SET | 22,520 | $75.2 萬 | 0.2% | −1,040−4.4% | 減碼 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 35,029 | $71.8 萬 | 0.2% | +13,901+65.8% | 加碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 30,316 | $71.7 萬 | 0.1% | +9,288+44.2% | 加碼 | – |
| CVXChevron Corp | Stock | 4,880 | $69.9 萬 | 0.1% | −689−12.4% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,146 | $69.8 萬 | 0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 7,385 | $67.7 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,614 | $67.4 萬 | 0.1% | −500−9.8% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 30,579 | $67.4 萬 | 0.1% | +186+0.6% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 2,122 | $66.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 9,284 | $65.7 萬 | 0.1% | +36+0.4% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 663 | $65.6 萬 | 0.1% | −150−18.5% | 減碼 | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 24,506 | $65.4 萬 | 0.1% | 00.0% | 不變 | – |
2025 年第 1 季之後清倉（8 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 12,986 | $59.3 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F730 | FT VEST US EQT | 11,525 | $45.6 萬 | 0.1% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,506 | $25.7 萬 | 0.1% | – |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 9,655 | $25.5 萬 | 0.1% | – |
| PFEPfizer Inc | Stock | 9,293 | $23.5 萬 | 0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F698 | FT VEST US EQT | 5,548 | $22.7 萬 | <0.1% | – |
| FTVFortive Corp | Stock | 2,922 | $21.4 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 557 | $21.4 萬 | <0.1% | 歷史 |