Cambridge Advisors Inc.
OMAHA NE · SEC CIK 0001633695
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $100.23万 | 0.17% | 7,331 | -4 | -0.1% | -$547 | 减仓 |
| MRK | MERCK & CO INC | $100.90万 | 0.17% | 7,852 | 56 | 0.7% | $7,196 | 加仓 |
| GLD | SPDR GOLD TR | $100.94万 | 0.17% | 2,740 | 39 | 1.4% | $1.44万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $102.82万 | 0.18% | 20,953 | 1,447 | 7.4% | $7.10万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $104.53万 | 0.18% | 27,815 | 658 | 2.4% | $2.47万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $107.59万 | 0.18% | 3,978 | 25 | 0.6% | $6,762 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $107.99万 | 0.19% | 32,196 | -343 | -1.1% | -$1.15万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $110.08万 | 0.19% | 51,683 | 1,089 | 2.2% | $2.32万 | 加仓 |
| ORCL | ORACLE CORP | $110.91万 | 0.19% | 7,568 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $112.23万 | 0.19% | 5,275 | 1 | 0.0% | $213 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $116.72万 | 0.20% | 12,675 | -25 | -0.2% | -$2,302 | 减仓 |
| V | VISA INC | $123.20万 | 0.21% | 3,591 | -482 | -11.8% | -$16.54万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $124.23万 | 0.21% | 13,228 | -590 | -4.3% | -$5.54万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $126.13万 | 0.22% | 53,854 | 2,734 | 5.3% | $6.40万 | 加仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $126.77万 | 0.22% | 32,380 | 827 | 2.6% | $3.24万 | 加仓 |
| NVS | NOVARTIS AG | $132.82万 | 0.23% | 8,475 | -500 | -5.6% | -$7.84万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $133.73万 | 0.23% | 16,922 | 58 | 0.3% | $4,584 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $138.05万 | 0.24% | 70,543 | 34 | 0.0% | $665 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $138.38万 | 0.24% | 47,019 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $142.11万 | 0.24% | 2,523 | -43 | -1.7% | -$2.42万 | 减仓 |
| DHR | DANAHER CORP DEL | $145.16万 | 0.25% | 7,621 | -10 | -0.1% | -$1,905 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $147.81万 | 0.25% | 38,836 | -1,634 | -4.0% | -$6.22万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $151.91万 | 0.26% | 4,641 | -135 | -2.8% | -$4.42万 | 减仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $152.21万 | 0.26% | 65,918 | 3,021 | 4.8% | $6.98万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $157.64万 | 0.27% | 26,629 | -2,424 | -8.3% | -$14.35万 | 减仓 |
| EFA | ISHARES TR | $157.71万 | 0.27% | 15,182 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $163.41万 | 0.28% | 36,435 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $164.48万 | 0.28% | 11,780 | 155 | 1.3% | $2.16万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $172.81万 | 0.30% | 3,308 | -28 | -0.8% | -$1.46万 | 减仓 |
| LQD | ISHARES TR | $178.77万 | 0.31% | 16,390 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $180.65万 | 0.31% | 2,754 | -578 | -17.3% | -$37.91万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $183.02万 | 0.31% | 21,408 | -30 | -0.1% | -$2,565 | 减仓 |
| IWM | ISHARES TR | $186.80万 | 0.32% | 6,217 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $191.34万 | 0.33% | 52,959 | -1,130 | -2.1% | -$4.08万 | 减仓 |
| CSCO | CISCO SYS INC | $193.88万 | 0.33% | 16,506 | -100 | -0.6% | -$1.17万 | 减仓 |
| QQQ | INVESCO QQQ TR | $193.89万 | 0.33% | 2,633 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $198.34万 | 0.34% | 2,390 | -14 | -0.6% | -$1.16万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $198.79万 | 0.34% | 20,164 | -1,433 | -6.6% | -$14.13万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $202.05万 | 0.35% | 33,827 | 13,023 | 62.6% | $77.79万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $206.80万 | 0.36% | 10,785 | 486 | 4.7% | $9.32万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $207.45万 | 0.36% | 47,690 | -357 | -0.7% | -$1.55万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $210.49万 | 0.36% | 57,089 | -1,761 | -3.0% | -$6.49万 | 减仓 |
| ABBV | ABBVIE INC | $214.40万 | 0.37% | 8,520 | -40 | -0.5% | -$1.01万 | 减仓 |
| LOW | LOWES COS INC | $218.14万 | 0.38% | 9,894 | -399 | -3.9% | -$8.80万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $246.66万 | 0.42% | 18,511 | 1,395 | 8.2% | $18.59万 | 加仓 |
| GOOGL | ALPHABET INC | $259.17万 | 0.45% | 7,252 | -640 | -8.1% | -$22.87万 | 减仓 |
| IJR | ISHARES TR | $259.34万 | 0.45% | 17,487 | 2,239 | 14.7% | $33.21万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $259.46万 | 0.45% | 93,667 | -1,085 | -1.1% | -$3.01万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $261.93万 | 0.45% | 54,872 | 3,598 | 7.0% | $17.17万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $273.88万 | 0.47% | 3,894 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $282.72万 | 0.49% | 3,786 | -62 | -1.6% | -$4.63万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $299.33万 | 0.51% | 11,786 | 18 | 0.2% | $4,572 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $303.60万 | 0.52% | 59,471 | 943 | 1.6% | $4.81万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $310.36万 | 0.53% | 78,910 | -7,155 | -8.3% | -$28.14万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $310.69万 | 0.53% | 142,258 | -4,132 | -2.8% | -$9.02万 | 减仓 |
| IWF | ISHARES TR | $323.29万 | 0.56% | 26,036 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $331.46万 | 0.57% | 12,186 | -285 | -2.3% | -$7.75万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $335.90万 | 0.58% | 66,423 | 13,726 | 26.0% | $69.41万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $364.14万 | 0.63% | 92,025 | 2,429 | 2.7% | $9.61万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $389.34万 | 0.67% | 134,440 | -589 | -0.4% | -$1.71万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $395.73万 | 0.68% | 127,243 | -4,094 | -3.1% | -$12.73万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $404.89万 | 0.70% | 127,686 | -2,530 | -1.9% | -$8.02万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $412.13万 | 0.71% | 20,597 | 327 | 1.6% | $6.54万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $513.67万 | 0.88% | 140,616 | 1,114 | 0.8% | $4.07万 | 加仓 |
| CAT | CATERPILLAR INC | $674.83万 | 1.16% | 6,337 | -240 | -3.6% | -$25.56万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $792.84万 | 1.36% | 33,507 | -340 | -1.0% | -$8.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $810.93万 | 1.39% | 16,206 | -639 | -3.8% | -$31.97万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $820.12万 | 1.41% | 242,353 | -9,177 | -3.6% | -$31.05万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $868.60万 | 1.49% | 90,075 | 5,346 | 6.3% | $51.55万 | 加仓 |
| GLW | CORNING INC | $886.50万 | 1.52% | 34,706 | -50 | -0.1% | -$1.28万 | 减仓 |
| AMGN | AMGEN INC | $891.58万 | 1.53% | 24,621 | 141 | 0.6% | $5.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $950.96万 | 1.63% | 25,493 | -2,144 | -7.8% | -$79.98万 | 减仓 |
| VB | VANGUARD INDEX FDS | $959.25万 | 1.65% | 31,646 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,024.73万 | 1.76% | 181,433 | 453 | 0.3% | $2.56万 | 加仓 |
| AAPL | APPLE INC | $1,057.04万 | 1.82% | 36,530 | -1,115 | -3.0% | -$32.26万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,123.28万 | 1.93% | 15 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,155.11万 | 1.99% | 193,518 | 7,601 | 4.1% | $45.37万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,200.84万 | 2.06% | 145,292 | 22,620 | 18.4% | $186.95万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,258.87万 | 2.16% | 204,827 | -1,332 | -0.6% | -$8.19万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,325.47万 | 2.28% | 35,820 | -478 | -1.3% | -$17.69万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,540.99万 | 2.65% | 318,189 | 26,271 | 9.0% | $127.23万 | 加仓 |
| IJH | ISHARES TR | $2,401.88万 | 4.13% | 311,487 | 8,317 | 2.7% | $64.13万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,967.76万 | 6.82% | 556,878 | 32,503 | 6.2% | $231.58万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5,914.64万 | 10.17% | 805,700 | 75,062 | 10.3% | $551.03万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.06亿 | 18.25% | 154,547 | 6,771 | 4.6% | $465.04万 | 加仓 |