13F 机构持仓

Cambridge Advisors Inc.

OMAHA NE · SEC CIK 0001633695

2026Q22026Q1 更早 9 个季度 🔒
$5.82亿2026Q2 申报市值
183持仓数
52.4%前十大占比 · 第一大 18.2%
5 / 2新建仓 / 清仓
申报市值走势$5.82亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 18.2%
BND 10.2%
VEA 6.8%
IJH 4.1%
BNDX 2.6%
VTI 2.3%
JEPQ 2.2%
VCIT 2.1%
VWO 2.0%
BRK/A 1.9%

2026Q2 买入最多 按季末市值估算

BND 加仓+$551.03万
VOO 加仓+$465.04万
VEA 加仓+$231.58万
VCIT 加仓+$186.95万
BNDX 加仓+$127.23万

2026Q2 卖出最多 按季末市值估算

MSFT 减仓-$79.98万
SMH 减仓-$37.91万
AAPL 减仓-$32.26万
BRK/B 减仓-$31.97万
SCHG 减仓-$31.05万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
XLE SELECT SECTOR SPDR TR $00.00%0 -3,536-100.0% -$21.66万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -4,183-100.0% -$21.00万 清仓
BDX BECTON DICKINSON & CO $20.01万0.03%1,322 00.0% — 不变
TGT TARGET CORP $20.05万0.03%1,535 -1,400-47.7% -$18.29万 重新持有
IVW ISHARES TR $20.62万0.04%1,499 1,499— $20.62万 新建仓
MO ALTRIA GROUP INC $20.81万0.04%2,892 -805-21.8% -$5.79万 减仓
MCD MCDONALDS CORP $20.82万0.04%770 222.9% $5,948 加仓
— FIRST TR EXCHNG TRADED FD VI $21.20万0.04%4,775 00.0% — 重新持有
EWJ ISHARES INC $21.36万0.04%2,290 2,290— $21.36万 新建仓
NJAN INNOVATOR ETFS TRUST $22.02万0.04%3,731 -50-1.3% -$2,951 减仓
BKCH GLOBAL X FDS $22.54万0.04%3,011 3,011— $22.54万 新建仓
EWG ISHARES INC $22.75万0.04%5,500 -70-1.3% -$2,896 减仓
FIW FIRST TR EXCHANGE-TRADED FD $23.23万0.04%2,121 10.0% $110 加仓
CDX SIMPLIFY EXCHANGE TRADED FUN $23.84万0.04%11,289 11,289— $23.84万 新建仓
ROBO EXCHANGE TRADED CONCEPTS TRU $24.17万0.04%2,821 2,821— $24.17万 新建仓
GEM GOLDMAN SACHS ETF TR $24.44万0.04%4,700 00.0% — 不变
SPYV SPDR SERIES TRUST $24.74万0.04%4,070 -700-14.7% -$4.26万 减仓
MMM 3M CO $25.18万0.04%1,555 00.0% — 不变
HELO J P MORGAN EXCHANGE TRADED F $26.13万0.04%3,866 45613.4% $3.08万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $26.79万0.05%6,178 -4-0.1% -$173 减仓
— FIRST TR EXCHANGE-TRADED FD $27.14万0.05%17,103 210.1% $333 加仓
CRL CHARLES RIV LABS INTL INC $27.21万0.05%1,200 00.0% — 不变
FDN FIRST TR EXCHANGE-TRADED FD $27.69万0.05%1,046 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $27.87万0.05%33,604 8722.7% $7,233 加仓
SCHH SCHWAB STRATEGIC TR $28.08万0.05%11,857 -396-3.2% -$9,377 减仓
GILD GILEAD SCIENCES INC $28.43万0.05%2,250 00.0% — 不变
IQLT ISHARES TR $28.74万0.05%5,799 -279-4.6% -$1.38万 减仓
SPDW SPDR INDEX SHS FDS $28.96万0.05%5,747 00.0% — 不变
BA BOEING CO $30.85万0.05%1,425 00.0% — 不变
GMAY FIRST TR EXCHNG TRADED FD VI $31.33万0.05%7,280 00.0% — 不变
DX DYNEX CAP INC $31.87万0.05%24,311 9103.9% $1.19万 加仓
— FIRST TR EXCHNG TRADED FD VI $31.88万0.05%8,717 00.0% — 不变
JBND J P MORGAN EXCHANGE TRADED F $32.14万0.06%6,008 1853.2% $9,898 加仓
BUFZ FIRST TR EXCHNG TRADED FD VI $32.25万0.06%11,545 00.0% — 不变
IBND SPDR SERIES TRUST $32.43万0.06%10,400 00.0% — 不变
MDT MEDTRONIC PLC $32.54万0.06%4,160 -1,075-20.5% -$8.41万 减仓
BALT INNOVATOR ETFS TRUST $34.28万0.06%10,004 00.0% — 不变
GRMN GARMIN LTD $34.44万0.06%1,450 00.0% — 不变
GSIE GOLDMAN SACHS ETF TR $34.73万0.06%7,600 00.0% — 不变
VYM VANGUARD WHITEHALL FDS $35.41万0.06%2,241 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $35.74万0.06%8,045 650.8% $2,888 加仓
DE DEERE & CO $35.90万0.06%566 00.0% — 不变
FDX FEDEX CORP $36.54万0.06%1,167 221.9% $6,889 加仓
BUFD FIRST TR EXCHNG TRADED FD VI $37.54万0.06%12,632 -4,285-25.3% -$12.74万 减仓
IGLD FIRST TR EXCHANGE-TRADED FD $37.73万0.06%17,914 5653.3% $1.19万 加仓
JTEK J P MORGAN EXCHANGE TRADED F $38.12万0.07%3,417 -24-0.7% -$2,677 减仓
IBM INTERNATIONAL BUSINESS MACHS $38.24万0.07%1,360 00.0% — 不变
USB US BANCORP $38.38万0.07%6,355 00.0% — 不变
BLK BLACKROCK INC $39.04万0.07%406 00.0% — 不变
COST COSTCO WHOLESALE CORPORATION $39.30万0.07%420 71.7% $6,550 加仓
FAUG FIRST TR EXCHNG TRADED FD VI $39.44万0.07%6,980 -220-3.1% -$1.24万 减仓
ITB ISHARES TR $39.70万0.07%3,800 00.0% — 不变
XDEC FIRST TR EXCHNG TRADED FD VI $41.70万0.07%9,735 00.0% — 不变
SCHV SCHWAB STRATEGIC TR $43.17万0.07%12,401 70.1% $244 加仓
ROP ROPER TECHNOLOGIES INC $43.35万0.07%1,281 -115-8.2% -$3.89万 减仓
GSLC GOLDMAN SACHS ETF TR $44.41万0.08%3,130 -11-0.4% -$1,561 减仓
VDE VANGUARD WORLD FD $46.13万0.08%3,073 00.0% — 不变
OUSM ALPS ETF TR $46.27万0.08%9,737 00.0% — 不变
PJAN INNOVATOR ETFS TRUST $48.52万0.08%9,804 -70-0.7% -$3,464 减仓
IYW ISHARES TR $50.45万0.09%2,000 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $50.66万0.09%16,104 9496.3% $2.99万 加仓
IAU ISHARES GOLD TR $51.82万0.09%6,863 -20-0.3% -$1,510 减仓
VMBS VANGUARD SCOTTSDALE FDS $52.43万0.09%11,201 00.0% — 不变
ARKG ARK ETF TR $52.89万0.09%12,576 3,28335.3% $13.81万 加仓
DVY ISHARES TR $55.30万0.10%3,538 130.4% $2,032 加仓
QCOM QUALCOMM INC $55.36万0.10%2,996 00.0% — 不变
WFC WELLS FARGO & CO $55.60万0.10%6,728 -295-4.2% -$2.44万 减仓
CTA SIMPLIFY EXCHANGE TRADED FUN $55.61万0.10%21,437 2831.3% $7,341 加仓
RDVY FIRST TR EXCHANGE TRADED FD $57.61万0.10%7,107 68110.6% $5.52万 加仓
ARKQ ARK ETF TR $58.40万0.10%4,417 2,633147.6% $34.82万 加仓
ABT ABBOTT LABORATORIES $58.71万0.10%6,470 -250-3.7% -$2.27万 减仓
ISRG INTUITIVE SURGICAL INC $59.77万0.10%1,503 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $61.59万0.11%23,241 00.0% — 不变
VTV VANGUARD INDEX FDS $62.11万0.11%2,850 00.0% — 不变
IEF ISHARES TR $62.14万0.11%6,571 00.0% — 不变
AGG ISHARES TR $63.92万0.11%6,458 00.0% — 不变
— ADVISORS INNER CIRCLE FD III $66.88万0.11%18,839 -400-2.1% -$1.42万 减仓
— INNOVATOR ETFS TRUST $66.97万0.12%18,205 -2,415-11.7% -$8.88万 减仓
PANW PALO ALTO NETWORKS INC $68.37万0.12%2,005 452.3% $1.53万 加仓
UNH UNITEDHEALTH GROUP INC $68.79万0.12%1,655 00.0% — 不变
ACN ACCENTURE PLC IRELAND $69.69万0.12%5,600 -1,175-17.3% -$14.62万 减仓
IVV ISHARES TR $71.37万0.12%953 60.6% $4,493 加仓
NXPI NXP SEMICONDUCTORS N V $71.66万0.12%2,550 00.0% — 不变
SETM SPROTT FDS TR $72.25万0.12%23,186 10,40881.5% $32.43万 加仓
RTX RTX CORPORATION $74.16万0.13%3,908 -351-8.2% -$6.66万 减仓
SBUX STARBUCKS CORP $75.15万0.13%7,354 510.7% $5,212 加仓
SDY SPDR SERIES TRUST $75.57万0.13%4,966 00.0% — 不变
IJJ ISHARES TR $75.74万0.13%5,127 00.0% — 不变
KO COCA COLA CO $76.66万0.13%9,433 370.4% $3,007 加仓
ADP AUTOMATIC DATA PROCESSING IN $77.62万0.13%3,466 -25-0.7% -$5,599 减仓
CVX CHEVRON CORPORATION $78.93万0.14%4,762 -178-3.6% -$2.95万 减仓
SCHO SCHWAB STRATEGIC TR $79.08万0.14%32,757 00.0% — 不变
SPYD SPDR SERIES TRUST $82.33万0.14%17,256 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $82.78万0.14%51,609 2,1174.3% $3.40万 加仓
PG PROCTER & GAMBLE CO $83.67万0.14%5,706 -1-0.0% -$147 减仓
PEP PEPSICO INC $89.86万0.15%6,637 350.5% $4,739 加仓
AMZN AMAZON COM INC $91.09万0.16%3,822 -828-17.8% -$19.73万 减仓
FIXD FIRST TR EXCHNG TRADED FD VI $94.87万0.16%21,755 260.1% $1,134 加仓
GOOG ALPHABET INC $97.17万0.17%2,750 -75-2.7% -$2.65万 减仓
AXP AMERICAN EXPRESS CO $98.43万0.17%2,910 00.0% — 不变