Cambridge Advisors Inc.
- SEC CIK
- 0001633695
- 最新申報
- 2026/7/16
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/21 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 176
- 較 2025 年第 3 季 +7
- 總值
- $5.25 億
- 較 2025 年第 3 季 +$1,359 萬 (+2.7%)
| 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 | 144,374 | $9,054 萬 | 17.2% | −2,380−1.6% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 730,593 | $5,412 萬 | 10.3% | +35,860+5.2% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 548,815 | $3,428 萬 | 6.5% | −23,497−4.1% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 308,465 | $2,036 萬 | 3.9% | +13,279+4.5% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 289,978 | $1,401 萬 | 2.7% | +23,632+8.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 28,322 | $1,370 萬 | 2.6% | −413−1.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 36,297 | $1,217 萬 | 2.3% | −762−2.1% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 208,509 | $1,212 萬 | 2.3% | +1,570+0.8% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 15 | $1,132 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 182,429 | $1,044 萬 | 2.0% | −5,072−2.7% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 122,600 | $1,027 萬 | 2.0% | +4,194+3.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 37,679 | $1,024 萬 | 1.9% | −154−0.4% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 190,317 | $1,023 萬 | 1.9% | −1,410−0.7% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 17,504 | $879.8 萬 | 1.7% | −686−3.8% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 32,346 | $834.4 萬 | 1.6% | +450+1.4% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 254,295 | $829.5 萬 | 1.6% | −691−0.3% | 減碼 | – |
| AMGNAmgen Inc | Stock | 24,697 | $808.4 萬 | 1.5% | +128+0.5% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 34,328 | $754.5 萬 | 1.4% | −487−1.4% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 84,718 | $749.7 萬 | 1.4% | +8,213+10.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 141,022 | $483.1 萬 | 0.9% | −1,663−1.2% | 減碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 56,621 | $431.6 萬 | 0.8% | +2,915+5.4% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,108 | $407.2 萬 | 0.8% | −83−1.2% | 減碼 | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 89,568 | $381.1 萬 | 0.7% | −140.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 20,210 | $376.9 萬 | 0.7% | −70.0% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 130,726 | $358.6 萬 | 0.7% | −2,282−1.7% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 136,293 | $357.5 萬 | 0.7% | −400−0.3% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 130,109 | $354.0 萬 | 0.7% | −191−0.1% | 減碼 | – |
| Innovator ETFs Trust45783Y731 | BUFF STEP UP ETF | 86,485 | $321.1 萬 | 0.6% | −1,059−1.2% | 減碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,484 | $306.9 萬 | 0.6% | +125+2.0% | 加碼 | – |
| GLWCorning Inc | COM | 34,701 | $303.8 萬 | 0.6% | +25+0.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 12,543 | $290.1 萬 | 0.6% | −20−0.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 145,665 | $289.4 萬 | 0.6% | +4,207+3.0% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 53,494 | $270.6 萬 | 0.5% | +4,024+8.1% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,848 | $262.4 萬 | 0.5% | −224−5.5% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 10,398 | $250.8 萬 | 0.5% | −400−3.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,942 | $248.6 萬 | 0.5% | −155−1.9% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,788 | $244.0 萬 | 0.5% | −240−2.0% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,894 | $234.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 24,812 | $230.3 萬 | 0.4% | +6,191+33.2% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 94,875 | $228.1 萬 | 0.4% | +302+0.3% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 8,605 | $196.6 萬 | 0.4% | −15−0.2% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 15,246 | $183.2 萬 | 0.3% | +1,626+11.9% | 加碼 | – |
| ACNAccenture plc | Stock | 6,825 | $183.1 萬 | 0.3% | −1,205−15.0% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 47,735 | $180.8 萬 | 0.3% | +654+1.4% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 16,390 | $180.6 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 58,758 | $176.7 萬 | 0.3% | +1,087+1.9% | 加碼 | – |
| DHRDanaher Corp | Stock | 7,671 | $175.6 萬 | 0.3% | −1,425−15.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,643 | $174.4 萬 | 0.3% | −93−3.4% | 減碼 | 歷史 |
| Advisors Inner Circle FD III00775Y645 | STRATEGAS MACRO | 43,841 | $168.8 萬 | 0.3% | +15,604+55.3% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 36,435 | $167.0 萬 | 0.3% | +2,850+8.5% | 加碼 | – |
| ORCLOracle Corp | Stock | 8,368 | $163.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,633 | $161.7 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,262 | $160.4 萬 | 0.3% | +1,395+7.0% | 加碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,336 | $160.3 萬 | 0.3% | −467−12.3% | 減碼 | 歷史 |
| BITWBitwise 10 Crypto Index ETF | UNIT BENEFICIAL | 27,179 | $159.7 萬 | 0.3% | +27,179 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,936 | $159.0 萬 | 0.3% | +10+0.2% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 29,053 | $156.0 萬 | 0.3% | −1,351−4.4% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 54,289 | $154.6 萬 | 0.3% | −140−0.3% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 6,217 | $153.0 萬 | 0.3% | 00.0% | 不變 | – |
| EMEEMCOR Group, Inc. | Stock | 2,474 | $151.4 萬 | 0.3% | −40−1.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 16,266 | $150.5 萬 | 0.3% | −1,290−7.3% | 減碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 15,149 | $148.9 萬 | 0.3% | +5,944+64.6% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,182 | $145.8 萬 | 0.3% | −40.0% | 減碼 | – |
| VVisa Inc. | Stock | 4,098 | $143.7 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 9,304 | $142.4 萬 | 0.3% | +2,662+40.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 17,278 | $137.8 萬 | 0.3% | +74+0.4% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 16,706 | $128.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 40,336 | $127.1 萬 | 0.2% | +620+1.6% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 21,199 | $127.0 萬 | 0.2% | +2,503+13.4% | 加碼 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 58,798 | $126.2 萬 | 0.2% | +3,373+6.1% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 46,083 | $124.0 萬 | 0.2% | +7,679+20.0% | 加碼 | – |
| NVSNovartis AG | ADR | 8,975 | $123.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 3,332 | $120.0 萬 | 0.2% | +67+2.1% | 加碼 | – |
| First Tr Exchange-Traded FD33733E732 | WCM INTL EQUITY | 68,754 | $117.0 萬 | 0.2% | +5,529+8.7% | 加碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 49,326 | $116.9 萬 | 0.2% | +17,703+56.0% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 12,750 | $116.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,878 | $114.1 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,910 | $107.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D846 | FT VEST DJIA | 51,799 | $107.6 萬 | 0.2% | −725−1.4% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 4,521 | $104.4 萬 | 0.2% | +25+0.6% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 32,539 | $104.3 萬 | 0.2% | +974+3.1% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,264 | $100.8 萬 | 0.2% | −757−12.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 22,510 | $99.8 萬 | 0.2% | −156−0.7% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 3,953 | $97.4 萬 | 0.2% | −200−4.8% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 19,143 | $96.5 萬 | 0.2% | +2,476+14.9% | 加碼 | – |
| PEPPepsiCo Inc | Stock | 6,602 | $94.8 萬 | 0.2% | −120−1.8% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,517 | $90.5 萬 | 0.2% | −200−5.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,824 | $88.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,330 | $88.2 萬 | 0.2% | +20.0% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,518 | $86.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,745 | $84.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 47,854 | $84.0 萬 | 0.2% | +360+0.8% | 加碼 | – |
| Simplify Exchange Traded Fun82889N772 | HEALTH CARE ETF | 22,686 | $83.0 萬 | 0.2% | +12,280+118.0% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 7,784 | $81.9 萬 | 0.2% | −286−3.5% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,696 | $81.6 萬 | 0.2% | −745−11.6% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 4,408 | $80.9 萬 | 0.2% | −50−1.1% | 減碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 32,757 | $79.8 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45783Y723 | POWER BUFFER SET | 22,320 | $78.9 萬 | 0.2% | −100−0.4% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 17,256 | $74.6 萬 | 0.1% | −2,775−13.9% | 減碼 | – |
| CVXChevron Corp | Stock | 4,783 | $72.9 萬 | 0.1% | −99−2.0% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（3 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。