Cambridge Advisors Inc.
- SEC CIK
- 0001633695
- 最新申報
- 2026/7/16
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/16 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 178
- 較 2025 年第 4 季 +2
- 總值
- $5.15 億
- 較 2025 年第 4 季 −$1,000 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 | 147,776 | $8,830 萬 | 17.1% | +3,402+2.4% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 730,638 | $5,380 萬 | 10.4% | +450.0% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 524,375 | $3,360 萬 | 6.5% | −24,440−4.5% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 303,170 | $2,047 萬 | 4.0% | −5,295−1.7% | 減碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 291,918 | $1,403 萬 | 2.7% | +1,940+0.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 36,298 | $1,164 萬 | 2.3% | +10.0% | 加碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 206,159 | $1,145 萬 | 2.2% | −2,350−1.1% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 15 | $1,077 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 180,980 | $1,026 萬 | 2.0% | −1,449−0.8% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 27,637 | $1,023 萬 | 2.0% | −685−2.4% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 122,672 | $1,015 萬 | 2.0% | +72+0.1% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 185,917 | $1,005 萬 | 2.0% | −4,400−2.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 37,645 | $955.4 萬 | 1.9% | −34−0.1% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 24,480 | $861.3 萬 | 1.7% | −217−0.9% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 31,646 | $828.9 萬 | 1.6% | −700−2.2% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,845 | $807.2 萬 | 1.6% | −659−3.8% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 84,729 | $751.5 萬 | 1.5% | +110.0% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 251,530 | $732.7 萬 | 1.4% | −2,765−1.1% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 33,847 | $727.9 萬 | 1.4% | −481−1.4% | 減碼 | – |
| GLWCorning Inc | COM | 34,756 | $472.6 萬 | 0.9% | +55+0.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 139,502 | $471.1 萬 | 0.9% | −1,520−1.1% | 減碼 | – |
| CATCaterpillar Inc | Stock | 6,577 | $466.0 萬 | 0.9% | −531−7.5% | 減碼 | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 89,596 | $413.8 萬 | 0.8% | +280.0% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 130,216 | $399.5 萬 | 0.8% | −510−0.4% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 131,337 | $365.8 萬 | 0.7% | +1,228+0.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 20,270 | $353.5 萬 | 0.7% | +60+0.3% | 加碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 58,528 | $345.5 萬 | 0.7% | +1,907+3.4% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 135,029 | $338.9 萬 | 0.7% | −1,264−0.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 146,390 | $329.2 萬 | 0.6% | +725+0.5% | 加碼 | – |
| Innovator ETFs Trust45783Y731 | BUFF STEP UP ETF | 86,065 | $309.9 萬 | 0.6% | −420−0.5% | 減碼 | – |
| UNPUnion Pacific Corp | Stock | 12,471 | $302.6 萬 | 0.6% | −72−0.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,768 | $287.7 萬 | 0.6% | −20−0.2% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,509 | $277.5 萬 | 0.5% | +25+0.4% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 52,697 | $266.7 萬 | 0.5% | −797−1.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,848 | $250.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LOWLowes Companies Inc | Stock | 10,293 | $243.2 萬 | 0.5% | −105−1.0% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,894 | $240.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 94,752 | $234.5 萬 | 0.5% | −123−0.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 7,892 | $227.0 萬 | 0.4% | −50−0.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 48,047 | $209.8 萬 | 0.4% | +312+0.7% | 加碼 | – |
| Advisors Inner Circle FD III00775Y645 | STRATEGAS MACRO | 51,274 | $201.4 萬 | 0.4% | +7,433+17.0% | 加碼 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 17,116 | $189.6 萬 | 0.4% | +1,967+13.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 15,248 | $189.5 萬 | 0.4% | +20.0% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 8,560 | $186.2 萬 | 0.4% | −45−0.5% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 21,597 | $182.5 萬 | 0.4% | −3,215−13.0% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 58,850 | $182.2 萬 | 0.4% | +92+0.2% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 16,390 | $178.6 萬 | 0.3% | 00.0% | 不變 | – |
| EMEEMCOR Group, Inc. | Stock | 2,404 | $177.5 萬 | 0.3% | −70−2.8% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 10,299 | $168.5 萬 | 0.3% | +995+10.7% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,438 | $165.3 萬 | 0.3% | +176+0.8% | 加碼 | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 36,435 | $162.0 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 29,053 | $158.7 萬 | 0.3% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 54,089 | $157.3 萬 | 0.3% | −200−0.4% | 減碼 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,336 | $154.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,217 | $154.2 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,633 | $152.0 萬 | 0.3% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,182 | $147.5 萬 | 0.3% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 2,566 | $146.8 萬 | 0.3% | −77−2.9% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 7,631 | $144.7 萬 | 0.3% | −40−0.5% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,776 | $140.5 萬 | 0.3% | −160−3.2% | 減碼 | 歷史 |
| NVSNovartis AG | ADR | 8,975 | $137.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 62,897 | $136.5 萬 | 0.3% | +4,099+7.0% | 加碼 | – |
| ACNAccenture plc | Stock | 6,775 | $134.3 萬 | 0.3% | −50−0.7% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,864 | $133.7 萬 | 0.3% | −414−2.4% | 減碼 | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 40,470 | $131.2 萬 | 0.3% | +134+0.3% | 加碼 | – |
| CSCOCisco Systems, Inc. | Stock | 16,606 | $128.8 萬 | 0.3% | −100−0.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 13,818 | $128.2 萬 | 0.2% | −2,448−15.0% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 3,332 | $127.8 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 7,335 | $124.5 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 20,804 | $124.4 萬 | 0.2% | −395−1.9% | 減碼 | – |
| VVisa Inc. | Stock | 4,073 | $123.1 萬 | 0.2% | −25−0.6% | 減碼 | 歷史 |
| BITWBitwise 10 Crypto Index ETF | UNIT BENEFICIAL | 27,157 | $121.1 萬 | 0.2% | −22−0.1% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 47,019 | $120.6 萬 | 0.2% | +936+2.0% | 加碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 51,120 | $120.2 萬 | 0.2% | +1,794+3.6% | 加碼 | – |
| First Tr Exchange-Traded FD33733E732 | WCM INTL EQUITY | 70,509 | $118.2 萬 | 0.2% | +1,755+2.6% | 加碼 | – |
| ORLYO Reilly Automotive Inc | Stock | 12,700 | $117.2 萬 | 0.2% | −50−0.4% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,701 | $116.2 萬 | 0.2% | −177−6.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 7,568 | $111.3 萬 | 0.2% | −800−9.6% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D846 | FT VEST DJIA | 50,594 | $109.8 萬 | 0.2% | −1,205−2.3% | 減碼 | – |
| Simplify Exchange Traded Fun82889N772 | HEALTH CARE ETF | 31,553 | $106.2 萬 | 0.2% | +8,867+39.1% | 加碼 | – |
| ITWIllinois Tool Works Inc | Stock | 3,953 | $102.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,602 | $102.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 32,539 | $102.5 萬 | 0.2% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 4,940 | $102.2 萬 | 0.2% | +157+3.3% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,274 | $101.2 萬 | 0.2% | +10+0.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,650 | $96.8 萬 | 0.2% | +129+2.9% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 19,506 | $96.5 萬 | 0.2% | +363+1.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 21,729 | $94.7 萬 | 0.2% | −781−3.5% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 7,796 | $93.8 萬 | 0.2% | +12+0.2% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,910 | $88.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,707 | $82.4 萬 | 0.2% | +11+0.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 4,259 | $82.1 萬 | 0.2% | −149−3.4% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,825 | $81.0 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 32,757 | $79.5 萬 | 0.2% | 00.0% | 不變 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 17,256 | $78.5 萬 | 0.2% | 00.0% | 不變 | – |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 49,492 | $75.9 萬 | 0.1% | +1,638+3.4% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,966 | $72.5 萬 | 0.1% | 00.0% | 不變 | – |
| KOCoca Cola Co | Stock | 9,396 | $71.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45783Y723 | POWER BUFFER SET | 20,620 | $71.1 萬 | 0.1% | −1,700−7.6% | 減碼 | – |
| ADPAutomatic Data Processing Inc | Stock | 3,491 | $70.9 萬 | 0.1% | −26−0.7% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（4 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| TGTTarget Corp | Stock | 2,935 | $28.7 萬 | 0.1% | 歷史 |
| BXBlackstone Inc. | COM | 1,500 | $23.1 萬 | <0.1% | 歷史 |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 6,379 | $20.3 萬 | <0.1% | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 4,775 | $20.2 萬 | <0.1% | – |