Cambridge Advisors Inc.
- SEC CIK
- 0001633695
- 最新申報
- 2026/7/16
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/16 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 183
- 較 2026 年第 1 季 +5
- 總值
- $5.82 億
- 較 2026 年第 1 季 +$6,636 萬 (+12.9%)
| 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 | 154,547 | $1.06 億 | 18.2% | +6,771+4.6% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 805,700 | $5,915 萬 | 10.2% | +75,062+10.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 556,878 | $3,968 萬 | 6.8% | +32,503+6.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 311,487 | $2,402 萬 | 4.1% | +8,317+2.7% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 318,189 | $1,541 萬 | 2.6% | +26,271+9.0% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 35,820 | $1,325 萬 | 2.3% | −478−1.3% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 204,827 | $1,259 萬 | 2.2% | −1,332−0.6% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 145,292 | $1,201 萬 | 2.1% | +22,620+18.4% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 193,518 | $1,155 萬 | 2.0% | +7,601+4.1% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 15 | $1,123 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 36,530 | $1,057 萬 | 1.8% | −1,115−3.0% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 181,433 | $1,025 萬 | 1.8% | +453+0.3% | 加碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 31,646 | $959.3 萬 | 1.6% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 25,493 | $951.0 萬 | 1.6% | −2,144−7.8% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 24,621 | $891.6 萬 | 1.5% | +141+0.6% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 34,706 | $886.5 萬 | 1.5% | −50−0.1% | 減碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 90,075 | $868.6 萬 | 1.5% | +5,346+6.3% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 242,353 | $820.1 萬 | 1.4% | −9,177−3.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,206 | $810.9 萬 | 1.4% | −639−3.8% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 33,507 | $792.8 萬 | 1.4% | −340−1.0% | 減碼 | – |
| CATCaterpillar Inc | Stock | 6,337 | $674.8 萬 | 1.2% | −240−3.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 140,616 | $513.7 萬 | 0.9% | +1,114+0.8% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 20,597 | $412.1 萬 | 0.7% | +327+1.6% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 127,686 | $404.9 萬 | 0.7% | −2,530−1.9% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 127,243 | $395.7 萬 | 0.7% | −4,094−3.1% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 134,440 | $389.3 萬 | 0.7% | −589−0.4% | 減碼 | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 92,025 | $364.1 萬 | 0.6% | +2,429+2.7% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 66,423 | $335.9 萬 | 0.6% | +13,726+26.0% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 12,186 | $331.5 萬 | 0.6% | −285−2.3% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 26,036 | $323.3 萬 | 0.6% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 142,258 | $310.7 萬 | 0.5% | −4,132−2.8% | 減碼 | – |
| Innovator ETFs Trust45783Y731 | BUFF STEP UP ETF | 78,910 | $310.4 萬 | 0.5% | −7,155−8.3% | 減碼 | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 59,471 | $303.6 萬 | 0.5% | +943+1.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 11,786 | $299.3 萬 | 0.5% | +18+0.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,786 | $282.7 萬 | 0.5% | −62−1.6% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,894 | $273.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Advisors Inner Circle FD III00775Y645 | STRATEGAS MACRO | 54,872 | $261.9 萬 | 0.5% | +3,598+7.0% | 加碼 | – |
| Schwab International Equity ETF808524805 | ETF | 93,667 | $259.5 萬 | 0.4% | −1,085−1.1% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 17,487 | $259.3 萬 | 0.4% | +2,239+14.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 7,252 | $259.2 萬 | 0.4% | −640−8.1% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 18,511 | $246.7 萬 | 0.4% | +1,395+8.2% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 9,894 | $218.1 萬 | 0.4% | −399−3.9% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,520 | $214.4 萬 | 0.4% | −40−0.5% | 減碼 | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 57,089 | $210.5 萬 | 0.4% | −1,761−3.0% | 減碼 | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 47,690 | $207.5 萬 | 0.4% | −357−0.7% | 減碼 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 10,785 | $206.8 萬 | 0.4% | +486+4.7% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 33,827 | $202.1 萬 | 0.3% | +13,023+62.6% | 加碼 | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 20,164 | $198.8 萬 | 0.3% | −1,433−6.6% | 減碼 | – |
| EMEEMCOR Group, Inc. | Stock | 2,390 | $198.3 萬 | 0.3% | −14−0.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,633 | $193.9 萬 | 0.3% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 16,506 | $193.9 萬 | 0.3% | −100−0.6% | 減碼 | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 52,959 | $191.3 萬 | 0.3% | −1,130−2.1% | 減碼 | – |
| iShares Russell 2000 ETF464287655 | ETF | 6,217 | $186.8 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,408 | $183.0 萬 | 0.3% | −30−0.1% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,754 | $180.6 萬 | 0.3% | −578−17.3% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 16,390 | $178.8 萬 | 0.3% | 00.0% | 不變 | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,308 | $172.8 萬 | 0.3% | −28−0.8% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 11,780 | $164.5 萬 | 0.3% | +155+1.3% | 加碼 | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 36,435 | $163.4 萬 | 0.3% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,182 | $157.7 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 26,629 | $157.6 萬 | 0.3% | −2,424−8.3% | 減碼 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 65,918 | $152.2 萬 | 0.3% | +3,021+4.8% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 4,641 | $151.9 萬 | 0.3% | −135−2.8% | 減碼 | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 38,836 | $147.8 萬 | 0.3% | −1,634−4.0% | 減碼 | – |
| DHRDanaher Corp | Stock | 7,621 | $145.2 萬 | 0.2% | −10−0.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,523 | $142.1 萬 | 0.2% | −43−1.7% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 47,019 | $138.4 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33733E732 | WCM INTL EQUITY | 70,543 | $138.1 萬 | 0.2% | +340.0% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,922 | $133.7 萬 | 0.2% | +58+0.3% | 加碼 | – |
| NVSNovartis AG | ADR | 8,475 | $132.8 萬 | 0.2% | −500−5.6% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N772 | HEALTH CARE ETF | 32,380 | $126.8 萬 | 0.2% | +827+2.6% | 加碼 | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 53,854 | $126.1 萬 | 0.2% | +2,734+5.3% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 13,228 | $124.2 萬 | 0.2% | −590−4.3% | 減碼 | – |
| VVisa Inc. | Stock | 3,591 | $123.2 萬 | 0.2% | −482−11.8% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 12,675 | $116.7 萬 | 0.2% | −25−0.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,275 | $112.2 萬 | 0.2% | +10.0% | 加碼 | – |
| ORCLOracle Corp | Stock | 7,568 | $110.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| First Tr Exchange-Traded FD33738D846 | FT VEST DJIA | 51,683 | $110.1 萬 | 0.2% | +1,089+2.2% | 加碼 | – |
| Simplify Exchange Traded Fun82889N764 | HEDGED EQUITY | 32,196 | $108.0 萬 | 0.2% | −343−1.1% | 減碼 | – |
| ITWIllinois Tool Works Inc | Stock | 3,978 | $107.6 萬 | 0.2% | +25+0.6% | 加碼 | 歷史 |
| BITWBitwise 10 Crypto Index ETF | UNIT BENEFICIAL | 27,815 | $104.5 萬 | 0.2% | +658+2.4% | 加碼 | 歷史 |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 20,953 | $102.8 萬 | 0.2% | +1,447+7.4% | 加碼 | – |
| GLDSPDR Gold Trust | ETF | 2,740 | $100.9 萬 | 0.2% | +39+1.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,852 | $100.9 萬 | 0.2% | +56+0.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,331 | $100.2 萬 | 0.2% | −4−0.1% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,910 | $98.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,750 | $97.2 萬 | 0.2% | −75−2.7% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 21,755 | $94.9 萬 | 0.2% | +26+0.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 3,822 | $91.1 萬 | 0.2% | −828−17.8% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 6,637 | $89.9 萬 | 0.2% | +35+0.5% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 5,706 | $83.7 萬 | 0.1% | −10.0% | 減碼 | 歷史 |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 51,609 | $82.8 萬 | 0.1% | +2,117+4.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 17,256 | $82.3 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 32,757 | $79.1 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 4,762 | $78.9 萬 | 0.1% | −178−3.6% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,466 | $77.6 萬 | 0.1% | −25−0.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,433 | $76.7 萬 | 0.1% | +37+0.4% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 5,127 | $75.7 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,966 | $75.6 萬 | 0.1% | 00.0% | 不變 | – |
| SBUXStarbucks Corp | Stock | 7,354 | $75.1 萬 | 0.1% | +51+0.7% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（2 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。