13F 机构持仓

Cambridge Advisors Inc.

OMAHA NE · SEC CIK 0001633695

2026Q22026Q1 更早 9 个季度 🔒
$5.15亿2026Q1 申报市值
178持仓数
51.3%前十大占比 · 第一大 17.1%
6 / 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 17.1%
BND 10.4%
VEA 6.5%
IJH 4.0%
BNDX 2.7%
VTI 2.3%
JEPQ 2.2%
BRK/A 2.1%
JEPI 2.0%
MSFT 2.0%

2026Q1 买入最多 按季末市值估算

VOO 加仓+$203.29万
RDVY 新建仓+$43.88万
SETM 新建仓+$42.27万
PINK 加仓+$29.85万
SAMT 加仓+$29.19万

2026Q1 卖出最多 按季末市值估算

VEA 减仓-$156.61万
CAT 减仓-$37.62万
IJH 减仓-$35.76万
BRK/B 减仓-$31.58万
JGRO 减仓-$27.17万

2026Q1 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
ISRG INTUITIVE SURGICAL INC $69.29万0.13%1,503 -15-1.0% -$6,915 减仓
ABT ABBOTT LABORATORIES $68.99万0.13%6,720 -25-0.4% -$2,567 减仓
IJJ ISHARES TR $67.93万0.13%5,127 00.0% — 不变
— ADVISORS INNER CIRCLE FD III $66.02万0.13%19,239 -132-0.7% -$4,529 减仓
SBUX STARBUCKS CORP $65.43万0.13%7,303 -139-1.9% -$1.25万 减仓
AGG ISHARES TR $64.11万0.12%6,458 00.0% — 不变
CTA SIMPLIFY EXCHANGE TRADED FUN $63.93万0.12%21,154 -2,667-11.2% -$8.06万 减仓
IEF ISHARES TR $62.71万0.12%6,571 00.0% — 不变
IVV ISHARES TR $61.86万0.12%947 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $61.84万0.12%23,241 -290-1.2% -$7,717 减仓
IAU ISHARES GOLD TR $60.68万0.12%6,883 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $60.51万0.12%15,155 3,51530.2% $14.04万 加仓
VTV VANGUARD INDEX FDS $55.92万0.11%2,850 00.0% — 不变
WFC WELLS FARGO & CO $55.91万0.11%7,023 00.0% — 不变
DVY ISHARES TR $53.37万0.10%3,525 752.2% $1.14万 加仓
VDE VANGUARD WORLD FD $53.18万0.10%3,073 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $52.59万0.10%11,201 00.0% — 不变
INTC INTEL CORP $51.30万0.10%11,625 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $50.20万0.10%2,550 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $49.40万0.10%1,396 -37-2.6% -$1.31万 减仓
BUFD FIRST TR EXCHNG TRADED FD VI $47.37万0.09%16,917 -450-2.6% -$1.26万 减仓
PJAN INNOVATOR ETFS TRUST $45.55万0.09%9,874 -5-0.1% -$231 减仓
MDT MEDTRONIC PLC $45.36万0.09%5,235 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $44.78万0.09%1,655 -467-22.0% -$12.64万 减仓
IGLD FIRST TR EXCHANGE-TRADED FD $44.29万0.09%17,349 3672.2% $9,370 加仓
RDVY FIRST TR EXCHANGE TRADED FD $43.88万0.09%6,426 6,426— $43.88万 新建仓
OUSM ALPS ETF TR $42.59万0.08%9,737 00.0% — 不变
SETM SPROTT FDS TR $42.27万0.08%12,778 12,778— $42.27万 新建仓
COST COSTCO WHOLESALE CORPORATION $41.16万0.08%413 00.0% — 不变
FDX FEDEX CORP $40.78万0.08%1,145 00.0% — 不变
GSLC GOLDMAN SACHS ETF TR $39.30万0.08%3,141 -165-5.0% -$2.06万 减仓
XDEC FIRST TR EXCHNG TRADED FD VI $39.24万0.08%9,735 1251.3% $5,039 加仓
BLK BLACKROCK INC $39.05万0.08%406 00.0% — 不变
QCOM QUALCOMM INC $38.58万0.07%2,996 -35-1.2% -$4,507 减仓
SCHV SCHWAB STRATEGIC TR $37.80万0.07%12,394 70.1% $213 加仓
FAUG FIRST TR EXCHNG TRADED FD VI $37.28万0.07%7,200 -300-4.0% -$1.55万 减仓
IYW ISHARES TR $36.28万0.07%2,000 00.0% — 不变
ITB ISHARES TR $34.41万0.07%3,800 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $34.28万0.07%7,980 00.0% — 不变
GRMN GARMIN LTD $33.64万0.07%1,450 00.0% — 不变
BALT INNOVATOR ETFS TRUST $33.48万0.06%10,004 4504.7% $1.51万 加仓
VYM VANGUARD WHITEHALL FDS $33.19万0.06%2,241 1175.5% $1.73万 加仓
USB US BANCORP $33.05万0.06%6,355 -460-6.7% -$2.39万 减仓
IBM INTERNATIONAL BUSINESS MACHS $32.97万0.06%1,360 -125-8.4% -$3.03万 减仓
GSIE GOLDMAN SACHS ETF TR $32.78万0.06%7,600 00.0% — 不变
IBND SPDR SERIES TRUST $32.32万0.06%10,400 00.0% — 不变
DE DEERE & CO $31.87万0.06%566 00.0% — 不变
PANW PALO ALTO NETWORKS INC $31.42万0.06%1,960 -95-4.6% -$1.52万 减仓
GILD GILEAD SCIENCES INC $31.36万0.06%2,250 00.0% — 不变
JBND J P MORGAN EXCHANGE TRADED F $31.31万0.06%5,823 89518.2% $4.81万 加仓
— SIMPLIFY EXCHANGE TRADED FUN $31.20万0.06%32,732 1,3304.2% $1.27万 加仓
— FIRST TR EXCHANGE-TRADED FD $30.49万0.06%17,082 -287-1.7% -$5,123 减仓
BUFZ FIRST TR EXCHNG TRADED FD VI $30.33万0.06%11,545 00.0% — 不变
GMAY FIRST TR EXCHNG TRADED FD VI $29.89万0.06%7,280 00.0% — 不变
DX DYNEX CAP INC $29.86万0.06%23,401 4001.7% $5,104 加仓
— FIRST TR EXCHNG TRADED FD VI $29.32万0.06%8,717 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $28.58万0.06%6,182 641.0% $2,959 加仓
BA BOEING CO $28.36万0.06%1,425 00.0% — 不变
IQLT ISHARES TR $28.10万0.05%6,078 00.0% — 不变
JTEK J P MORGAN EXCHANGE TRADED F $27.37万0.05%3,441 2517.9% $2.00万 加仓
SPYV SPDR SERIES TRUST $26.99万0.05%4,770 -175-3.5% -$9,902 减仓
SCHH SCHWAB STRATEGIC TR $26.33万0.05%12,253 40.0% $86 加仓
SPDW SPDR INDEX SHS FDS $26.24万0.05%5,747 00.0% — 不变
ARKG ARK ETF TR $24.55万0.05%9,293 1,03112.5% $2.72万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $24.48万0.05%1,046 -285-21.4% -$6.67万 减仓
MO ALTRIA GROUP INC $24.40万0.05%3,697 90.2% $594 加仓
MCD MCDONALDS CORP $23.25万0.05%748 00.0% — 不变
MMM 3M CO $22.58万0.04%1,555 00.0% — 不变
EWG ISHARES INC $22.10万0.04%5,570 00.0% — 不变
FIW FIRST TR EXCHANGE-TRADED FD $21.86万0.04%2,120 -16-0.7% -$1,650 减仓
HELO J P MORGAN EXCHANGE TRADED F $21.79万0.04%3,410 170.5% $1,086 加仓
XLE SELECT SECTOR SPDR TR $21.66万0.04%3,536 3,536— $21.66万 新建仓
VZ VERIZON COMMUNICATIONS INC $21.00万0.04%4,183 4,183— $21.00万 新建仓
BDX BECTON DICKINSON & CO $20.79万0.04%1,322 00.0% — 不变
CRL CHARLES RIV LABS INTL INC $20.70万0.04%1,200 00.0% — 不变
GEM GOLDMAN SACHS ETF TR $20.30万0.04%4,700 4,700— $20.30万 新建仓
NJAN INNOVATOR ETFS TRUST $20.18万0.04%3,781 00.0% — 不变
ARKQ ARK ETF TR $20.06万0.04%1,784 1,784— $20.06万 新建仓
TGT TARGET CORP $00.00%0 —— — 申报中断
BX BLACKSTONE INC $00.00%0 -1,500-100.0% -$23.12万 清仓
QJUN FIRST TR EXCHNG TRADED FD VI $00.00%0 -6,379-100.0% -$20.31万 清仓
— FIRST TR EXCHNG TRADED FD VI $00.00%0 —— — 申报中断