Cambridge Financial Group, LLC
TUCSON AZ · SEC CIK 0002085256
$3.18亿2026Q2 申报市值
155持仓数
52.6%前十大占比 · 第一大 11.0%
5 / 22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
DFIC 加仓+$144.34万
DIMENSIONAL ETF 加仓+$123.25万
DIMENSIONAL ETF 加仓+$110.06万
GOOG 加仓+$46.25万
DFSI 加仓+$29.56万
2026Q2 卖出最多 按季末市值估算
VCIT 清仓-$110.46万
VTI 减仓-$75.81万
BRK/B 减仓-$74.16万
DFAX 减仓-$73.37万
VYM 减仓-$65.93万
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 |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -13,348 | -100.0% | -$110.46万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -7,314 | -100.0% | -$57.98万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -2,988 | -100.0% | -$50.70万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -3,696 | -100.0% | -$40.28万 | 清仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -17,046 | -100.0% | -$37.18万 | 清仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -15,938 | -100.0% | -$36.70万 | 清仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -14,794 | -100.0% | -$34.61万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,757 | -100.0% | -$32.72万 | 清仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -15,398 | -100.0% | -$32.15万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -10,298 | -100.0% | -$29.85万 | 清仓 |
| DFUV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,360 | -100.0% | -$25.98万 | 清仓 |
| USIG | ISHARES TR | $0 | 0.00% | 0 | -4,999 | -100.0% | -$25.61万 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -5,074 | -100.0% | -$25.31万 | 清仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -9,715 | -100.0% | -$24.15万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -2,246 | -100.0% | -$23.84万 | 清仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -11,220 | -100.0% | -$22.91万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,493 | -100.0% | -$21.79万 | 清仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -11,534 | -100.0% | -$21.52万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,196 | -100.0% | -$21.47万 | 清仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -8,107 | -100.0% | -$20.61万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -237 | -100.0% | -$20.06万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$16.86万 | 清仓 |
| — | LONGEVERON INC | $7,382 | 0.00% | 10,500 | 0 | 0.0% | — | 不变 |
| EUHY | ISHARES INC | $20.26万 | 0.06% | 3,762 | -3,762 | -50.0% | -$20.26万 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $20.60万 | 0.06% | 496 | -47 | -8.7% | -$1.95万 | 重新持有 |
| AMP | AMERIPRISE FINL INC | $20.78万 | 0.07% | 453 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.91万 | 0.07% | 2,577 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES INC | $20.96万 | 0.07% | 2,049 | 2,049 | — | $20.96万 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $22.44万 | 0.07% | 10,318 | -2,280 | -18.1% | -$4.96万 | 减仓 |
| URI | UNITED RENTALS INC | $22.88万 | 0.07% | 202 | -100 | -33.1% | -$11.33万 | 重新持有 |
| Q | QNITY ELECTRONICS INC | $23.34万 | 0.07% | 1,429 | 1,429 | — | $23.34万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $23.87万 | 0.08% | 2,676 | -51 | -1.9% | -$4,550 | 减仓 |
| TGT | TARGET CORP | $24.01万 | 0.08% | 1,838 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $24.24万 | 0.08% | 707 | 707 | — | $24.24万 | 新建仓 |
| IWN | ISHARES TR | $24.33万 | 0.08% | 1,100 | -780 | -41.5% | -$17.25万 | 减仓 |
| AMAT | APPLIED MATLS INC | $24.37万 | 0.08% | 337 | 337 | — | $24.37万 | 新建仓 |
| AMGN | AMGEN INC | $24.70万 | 0.08% | 682 | -24 | -3.4% | -$8,691 | 减仓 |
| PSX | PHILLIPS 66 | $24.87万 | 0.08% | 1,471 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $25.03万 | 0.08% | 1,708 | 1 | 0.1% | $147 | 加仓 |
| IBTI | ISHARES TR | $25.46万 | 0.08% | 11,498 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $25.69万 | 0.08% | 10,016 | 10,016 | — | $25.69万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $25.87万 | 0.08% | 508 | -39 | -7.1% | -$1.99万 | 减仓 |
| NFLX | NETFLIX INC. | $26.05万 | 0.08% | 3,648 | 12 | 0.3% | $857 | 加仓 |
| FRDM | EA SERIES TRUST | $26.39万 | 0.08% | 3,621 | -2,351 | -39.4% | -$17.14万 | 重新持有 |
| FNDC | SCHWAB STRATEGIC TR | $28.18万 | 0.09% | 5,804 | 60 | 1.0% | $2,914 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $28.31万 | 0.09% | 13,398 | -10,458 | -43.8% | -$22.10万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $28.65万 | 0.09% | 757 | -372 | -32.9% | -$14.08万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $29.36万 | 0.09% | 17,638 | -2,560 | -12.7% | -$4.26万 | 减仓 |
| IBTJ | ISHARES TR | $30.33万 | 0.10% | 14,011 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $31.71万 | 0.10% | 5,564 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $31.97万 | 0.10% | 1,408 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $32.18万 | 0.10% | 1,696 | 5 | 0.3% | $949 | 加仓 |
| CTVA | CORTEVA INC | $32.39万 | 0.10% | 3,824 | 0 | 0.0% | — | 不变 |
| AVSE | AMERICAN CENTY ETF TR | $33.56万 | 0.11% | 4,101 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $34.81万 | 0.11% | 4,320 | -712 | -14.1% | -$5.74万 | 减仓 |
| EFV | ISHARES TR | $35.13万 | 0.11% | 4,589 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $35.29万 | 0.11% | 2,406 | -90 | -3.6% | -$1.32万 | 减仓 |
| IVW | ISHARES TR | $35.63万 | 0.11% | 2,591 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $37.04万 | 0.12% | 1,012 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $37.34万 | 0.12% | 1,381 | -123 | -8.2% | -$3.33万 | 减仓 |
| CVX | CHEVRON CORPORATION | $38.11万 | 0.12% | 2,299 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $38.70万 | 0.12% | 517 | -64 | -11.0% | -$4.79万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $39.38万 | 0.12% | 16,727 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $39.55万 | 0.12% | 1,305 | -886 | -40.4% | -$26.85万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $39.76万 | 0.13% | 16,818 | -4,437 | -20.9% | -$10.49万 | 减仓 |
| TLTE | FLEXSHARES TR | $40.41万 | 0.13% | 5,222 | -1,020 | -16.3% | -$7.89万 | 减仓 |
| — | ISHARES TR | $41.33万 | 0.13% | 7,132 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $41.98万 | 0.13% | 1,134 | -2,048 | -64.4% | -$75.81万 | 减仓 |
| TXN | TEXAS INSTRS INC | $42.13万 | 0.13% | 1,413 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $42.51万 | 0.13% | 1,205 | 98 | 8.9% | $3.46万 | 加仓 |
| KO | COCA COLA CO | $43.63万 | 0.14% | 5,369 | -303 | -5.3% | -$2.46万 | 减仓 |
| META | META PLATFORMS INC | $44.18万 | 0.14% | 784 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $44.92万 | 0.14% | 2,874 | -826 | -22.3% | -$12.91万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $46.02万 | 0.14% | 8,723 | -3,413 | -28.1% | -$18.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $47.39万 | 0.15% | 507 | -32 | -5.9% | -$2.99万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.47万 | 0.15% | 1,688 | -52 | -3.0% | -$1.46万 | 减仓 |
| IJT | ISHARES TR | $49.03万 | 0.15% | 2,745 | 268 | 10.8% | $4.79万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $51.39万 | 0.16% | 12,546 | -1 | -0.0% | -$41 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $51.71万 | 0.16% | 5,018 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $53.04万 | 0.17% | 23,712 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $53.09万 | 0.17% | 1,547 | -36 | -2.3% | -$1.24万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $54.24万 | 0.17% | 13,983 | -4,445 | -24.1% | -$17.24万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $54.88万 | 0.17% | 13,305 | -710 | -5.1% | -$2.93万 | 减仓 |
| CAT | CATERPILLAR INC | $55.10万 | 0.17% | 517 | 7 | 1.4% | $7,461 | 加仓 |
| COP | CONOCOPHILLIPS | $55.37万 | 0.17% | 5,326 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $58.77万 | 0.19% | 4,574 | -139 | -2.9% | -$1.79万 | 减仓 |
| NUE | NUCOR CORP | $60.19万 | 0.19% | 2,702 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $60.32万 | 0.19% | 5,476 | -1,114 | -16.9% | -$12.27万 | 减仓 |
| ESGE | ISHARES INC | $60.51万 | 0.19% | 11,065 | -489 | -4.2% | -$2.67万 | 减仓 |
| EMR | EMERSON ELEC CO | $60.82万 | 0.19% | 4,248 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $62.54万 | 0.20% | 11,993 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $62.96万 | 0.20% | 4,509 | -280 | -5.8% | -$3.91万 | 减仓 |
| ABBV | ABBVIE INC | $62.98万 | 0.20% | 2,503 | -1 | -0.0% | -$252 | 减仓 |
| IOO | ISHARES TR | $63.39万 | 0.20% | 4,640 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $64.14万 | 0.20% | 12,161 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $65.05万 | 0.20% | 11,454 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $67.07万 | 0.21% | 17,621 | -802 | -4.4% | -$3.05万 | 减仓 |
| AVGO | BROADCOM INC | $68.50万 | 0.22% | 1,813 | 26 | 1.5% | $9,823 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $68.65万 | 0.22% | 4,374 | -186 | -4.1% | -$2.92万 | 减仓 |
| PEP | PEPSICO INC | $69.09万 | 0.22% | 5,102 | 75 | 1.5% | $1.02万 | 加仓 |