Cambridge Advisors Inc.
OMAHA NE · SEC CIK 0001633695
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $8,830.35万 | 17.14% | 147,776 | 3,402 | 2.4% | $203.29万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $5,380.42万 | 10.44% | 730,638 | 45 | 0.0% | $3,314 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,360.20万 | 6.52% | 524,375 | -24,440 | -4.5% | -$156.61万 | 减仓 |
| IJH | ISHARES TR | $2,047.31万 | 3.97% | 303,170 | -5,295 | -1.7% | -$35.76万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,402.66万 | 2.72% | 291,918 | 1,940 | 0.7% | $9.32万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,164.47万 | 2.26% | 36,298 | 1 | 0.0% | $321 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,144.60万 | 2.22% | 206,159 | -2,350 | -1.1% | -$13.05万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,077.21万 | 2.09% | 15 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,025.79万 | 1.99% | 180,980 | -1,449 | -0.8% | -$8.21万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,023.03万 | 1.99% | 27,637 | -685 | -2.4% | -$25.36万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,015.11万 | 1.97% | 122,672 | 72 | 0.1% | $5,958 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,004.88万 | 1.95% | 185,917 | -4,400 | -2.3% | -$23.78万 | 减仓 |
| AAPL | APPLE INC | $955.39万 | 1.85% | 37,645 | -34 | -0.1% | -$8,629 | 减仓 |
| AMGN | AMGEN INC | $861.34万 | 1.67% | 24,480 | -217 | -0.9% | -$7.64万 | 减仓 |
| VB | VANGUARD INDEX FDS | $828.87万 | 1.61% | 31,646 | -700 | -2.2% | -$18.33万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $807.21万 | 1.57% | 16,845 | -659 | -3.8% | -$31.58万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $751.54万 | 1.46% | 84,729 | 11 | 0.0% | $976 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $732.71万 | 1.42% | 251,530 | -2,765 | -1.1% | -$8.05万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $727.91万 | 1.41% | 33,847 | -481 | -1.4% | -$10.34万 | 减仓 |
| GLW | CORNING INC | $472.58万 | 0.92% | 34,756 | 55 | 0.2% | $7,478 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $471.10万 | 0.91% | 139,502 | -1,520 | -1.1% | -$5.13万 | 减仓 |
| CAT | CATERPILLAR INC | $465.95万 | 0.90% | 6,577 | -531 | -7.5% | -$37.62万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $413.84万 | 0.80% | 89,596 | 28 | 0.0% | $1,293 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $399.50万 | 0.78% | 130,216 | -510 | -0.4% | -$1.56万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $365.77万 | 0.71% | 131,337 | 1,228 | 0.9% | $3.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $353.51万 | 0.69% | 20,270 | 60 | 0.3% | $1.05万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $345.49万 | 0.67% | 58,528 | 1,907 | 3.4% | $11.26万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $338.92万 | 0.66% | 135,029 | -1,264 | -0.9% | -$3.17万 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $329.23万 | 0.64% | 146,390 | 725 | 0.5% | $1.63万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $309.91万 | 0.60% | 86,065 | -420 | -0.5% | -$1.51万 | 减仓 |
| UNP | UNION PAC CORP | $302.57万 | 0.59% | 12,471 | -72 | -0.6% | -$1.75万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $287.66万 | 0.56% | 11,768 | -20 | -0.2% | -$4,889 | 减仓 |
| IWF | ISHARES TR | $277.54万 | 0.54% | 6,509 | 25 | 0.4% | $1.07万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $266.70万 | 0.52% | 52,697 | -797 | -1.5% | -$4.03万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $250.23万 | 0.49% | 3,848 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $243.21万 | 0.47% | 10,293 | -105 | -1.0% | -$2.48万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $240.17万 | 0.47% | 3,894 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $234.51万 | 0.46% | 94,752 | -123 | -0.1% | -$3,044 | 减仓 |
| GOOGL | ALPHABET INC | $226.95万 | 0.44% | 7,892 | -50 | -0.6% | -$1.44万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $209.77万 | 0.41% | 48,047 | 312 | 0.7% | $1.36万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $201.35万 | 0.39% | 51,274 | 7,433 | 17.0% | $29.19万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $189.61万 | 0.37% | 17,116 | 1,967 | 13.0% | $21.79万 | 加仓 |
| IJR | ISHARES TR | $189.55万 | 0.37% | 15,248 | 2 | 0.0% | $249 | 加仓 |
| ABBV | ABBVIE INC | $186.17万 | 0.36% | 8,560 | -45 | -0.5% | -$9,787 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $182.53万 | 0.35% | 21,597 | -3,215 | -13.0% | -$27.17万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $182.20万 | 0.35% | 58,850 | 92 | 0.2% | $2,848 | 加仓 |
| LQD | ISHARES TR | $178.63万 | 0.35% | 16,390 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $177.49万 | 0.34% | 2,404 | -70 | -2.8% | -$5.17万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $168.47万 | 0.33% | 10,299 | 995 | 10.7% | $16.28万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $165.31万 | 0.32% | 21,438 | 176 | 0.8% | $1.36万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $161.95万 | 0.31% | 36,435 | 0 | 0.0% | — | 不变 |
| NAPR | INNOVATOR ETFS TRUST | $158.69万 | 0.31% | 29,053 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $157.29万 | 0.31% | 54,089 | -200 | -0.4% | -$5,816 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $154.52万 | 0.30% | 3,336 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $154.19万 | 0.30% | 6,217 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $151.97万 | 0.29% | 2,633 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $147.46万 | 0.29% | 15,182 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $146.80万 | 0.28% | 2,566 | -77 | -2.9% | -$4.41万 | 减仓 |
| DHR | DANAHER CORP DEL | $144.68万 | 0.28% | 7,631 | -40 | -0.5% | -$7,584 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $140.49万 | 0.27% | 4,776 | -160 | -3.2% | -$4.71万 | 减仓 |
| NVS | NOVARTIS AG | $137.09万 | 0.27% | 8,975 | 0 | 0.0% | — | 不变 |
| SDVD | FIRST TR EXCH TRADED FD III | $136.49万 | 0.26% | 62,897 | 4,099 | 7.0% | $8.89万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $134.34万 | 0.26% | 6,775 | -50 | -0.7% | -$9,915 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $133.68万 | 0.26% | 16,864 | -414 | -2.4% | -$3.28万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $131.25万 | 0.25% | 40,470 | 134 | 0.3% | $4,346 | 加仓 |
| CSCO | CISCO SYS INC | $128.85万 | 0.25% | 16,606 | -100 | -0.6% | -$7,759 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $128.18万 | 0.25% | 13,818 | -2,448 | -15.0% | -$22.71万 | 减仓 |
| SMH | VANECK ETF TRUST | $127.76万 | 0.25% | 3,332 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $124.45万 | 0.24% | 7,335 | 5 | 0.1% | $848 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $124.37万 | 0.24% | 20,804 | -395 | -1.9% | -$2.36万 | 减仓 |
| V | VISA INC | $123.10万 | 0.24% | 4,073 | -25 | -0.6% | -$7,556 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $121.14万 | 0.24% | 27,157 | -22 | -0.1% | -$981 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $120.56万 | 0.23% | 47,019 | 936 | 2.0% | $2.40万 | 加仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $120.16万 | 0.23% | 51,120 | 1,794 | 3.6% | $4.22万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $118.24万 | 0.23% | 70,509 | 1,755 | 2.6% | $2.94万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $117.23万 | 0.23% | 12,700 | -50 | -0.4% | -$4,616 | 减仓 |
| GLD | SPDR GOLD TR | $116.22万 | 0.23% | 2,701 | -177 | -6.2% | -$7.62万 | 减仓 |
| ORCL | ORACLE CORP | $111.33万 | 0.22% | 7,568 | -800 | -9.6% | -$11.77万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $109.84万 | 0.21% | 50,594 | -1,205 | -2.3% | -$2.62万 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $106.21万 | 0.21% | 31,553 | 8,867 | 39.1% | $29.85万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $102.89万 | 0.20% | 3,953 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $102.52万 | 0.20% | 6,602 | 0 | 0.0% | — | 不变 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $102.50万 | 0.20% | 32,539 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $102.21万 | 0.20% | 4,940 | 157 | 3.3% | $3.25万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $101.22万 | 0.20% | 5,274 | 10 | 0.2% | $1,919 | 加仓 |
| AMZN | AMAZON COM INC | $96.85万 | 0.19% | 4,650 | 129 | 2.9% | $2.69万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $96.48万 | 0.19% | 19,506 | 363 | 1.9% | $1.80万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $94.72万 | 0.18% | 21,729 | -781 | -3.5% | -$3.40万 | 减仓 |
| MRK | MERCK & CO INC | $93.78万 | 0.18% | 7,796 | 12 | 0.2% | $1,443 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $88.02万 | 0.17% | 2,910 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $82.43万 | 0.16% | 5,707 | 11 | 0.2% | $1,589 | 加仓 |
| RTX | RTX CORPORATION | $82.15万 | 0.16% | 4,259 | -149 | -3.4% | -$2.87万 | 减仓 |
| GOOG | ALPHABET INC | $81.03万 | 0.16% | 2,825 | 1 | 0.0% | $287 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $79.50万 | 0.15% | 32,757 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $78.55万 | 0.15% | 17,256 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $75.92万 | 0.15% | 49,492 | 1,638 | 3.4% | $2.51万 | 加仓 |
| SDY | SPDR SERIES TRUST | $72.47万 | 0.14% | 4,966 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $71.46万 | 0.14% | 9,396 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $71.08万 | 0.14% | 20,620 | -1,700 | -7.6% | -$5.86万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $70.93万 | 0.14% | 3,491 | -26 | -0.7% | -$5,283 | 减仓 |