Cambridge Financial Group, LLC
TUCSON AZ · SEC CIK 0002085256
$2.95亿2026Q1 申报市值
168持仓数
49.3%前十大占比 · 第一大 10.0%
7 / 9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
DIMENSIONAL ETF 加仓+$305.71万
DIMENSIONAL ETF 加仓+$239.85万
BRK/A 加仓+$215.44万
BRK/B 加仓+$158.42万
IBTG 新建仓+$57.70万
2026Q1 卖出最多 按季末市值估算
VBR 减仓-$278.77万
SCHX 减仓-$239.52万
IJS 减仓-$238.54万
SCHG 减仓-$221.22万
VYMI 减仓-$220.42万
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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -6,622 | -100.0% | -$58.99万 | 清仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -4,013 | -100.0% | -$39.23万 | 清仓 |
| EUHY | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,759 | -100.0% | -$37.35万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -3,350 | -100.0% | -$30.45万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -687 | -100.0% | -$28.18万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -3,313 | -100.0% | -$25.26万 | 清仓 |
| FRDM | EA SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEA | VANGUARD TAX-MANAGED FDS | $0 | 0.00% | 0 | -3,757 | -100.0% | -$21.77万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -2,110 | -100.0% | -$21.13万 | 清仓 |
| IDU | ISHARES TR | $0 | 0.00% | 0 | -1,891 | -100.0% | -$20.63万 | 清仓 |
| — | LONGEVERON INC | $1.09万 | 0.00% | 10,500 | 10,500 | — | $1.09万 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $16.86万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $20.06万 | 0.07% | 237 | 237 | — | $20.06万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $20.13万 | 0.07% | 453 | -453 | -50.0% | -$20.13万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $20.61万 | 0.07% | 8,107 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.86万 | 0.07% | 2,577 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $21.13万 | 0.07% | 4,789 | 4,789 | — | $21.13万 | 新建仓 |
| ALB | ALBEMARLE CORP | $21.47万 | 0.07% | 1,196 | 1,196 | — | $21.47万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $21.52万 | 0.07% | 11,534 | -70 | -0.6% | -$1,306 | 减仓 |
| SDY | SPDR SERIES TRUST | $21.79万 | 0.07% | 1,493 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $22.28万 | 0.08% | 1,838 | -281 | -13.3% | -$3.41万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $22.91万 | 0.08% | 11,220 | -103 | -0.9% | -$2,104 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $23.14万 | 0.08% | 2,727 | -273 | -9.1% | -$2.32万 | 重新持有 |
| ONTO | ONTO INNOVATION INC | $23.15万 | 0.08% | 1,129 | -525 | -31.7% | -$10.77万 | 减仓 |
| MUB | ISHARES TR | $23.84万 | 0.08% | 2,246 | -1,240 | -35.6% | -$13.16万 | 减仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $24.15万 | 0.08% | 9,715 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $24.84万 | 0.08% | 706 | 706 | — | $24.84万 | 新建仓 |
| ORCL | ORACLE CORP | $25.11万 | 0.08% | 1,707 | -75 | -4.2% | -$1.10万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $25.31万 | 0.09% | 5,074 | -909 | -15.2% | -$4.54万 | 减仓 |
| USIG | ISHARES TR | $25.61万 | 0.09% | 4,999 | -2,852 | -36.3% | -$14.61万 | 减仓 |
| IBTI | ISHARES TR | $25.62万 | 0.09% | 11,498 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $25.98万 | 0.09% | 5,360 | -1,630 | -23.3% | -$7.90万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $26.63万 | 0.09% | 5,744 | -217 | -3.6% | -$1.01万 | 减仓 |
| PSX | PHILLIPS 66 | $26.80万 | 0.09% | 1,471 | 0 | 0.0% | — | 重新持有 |
| BAC | BANK AMERICA CORP | $27.13万 | 0.09% | 5,564 | 0 | 0.0% | — | 不变 |
| AVSE | AMERICAN CENTY ETF TR | $27.30万 | 0.09% | 4,101 | 63 | 1.6% | $4,194 | 重新持有 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $27.32万 | 0.09% | 12,598 | -6,344 | -33.5% | -$13.76万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $27.44万 | 0.09% | 1,413 | -181 | -11.4% | -$3.51万 | 减仓 |
| IVW | ISHARES TR | $29.31万 | 0.10% | 2,591 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $29.73万 | 0.10% | 1,408 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $29.85万 | 0.10% | 10,298 | -769 | -6.9% | -$2.23万 | 减仓 |
| IBTJ | ISHARES TR | $30.60万 | 0.10% | 14,011 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $32.01万 | 0.11% | 3,824 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRD SLF IDX FD | $32.15万 | 0.11% | 15,398 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $32.20万 | 0.11% | 1,012 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $32.62万 | 0.11% | 1,691 | 219 | 14.9% | $4.22万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $32.72万 | 0.11% | 4,757 | -3,413 | -41.8% | -$23.47万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $33.77万 | 0.11% | 20,198 | -81 | -0.4% | -$1,354 | 减仓 |
| EFV | ISHARES TR | $34.12万 | 0.12% | 4,589 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $34.12万 | 0.12% | 7,132 | -39,280 | -84.6% | -$187.92万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $34.61万 | 0.12% | 14,794 | -5,571 | -27.4% | -$13.03万 | 减仓 |
| NFLX | NETFLIX INC. | $34.96万 | 0.12% | 3,636 | 2,475 | 213.2% | $23.80万 | 加仓 |
| IWN | ISHARES TR | $35.64万 | 0.12% | 1,880 | -473 | -20.1% | -$8.97万 | 减仓 |
| IJT | ISHARES TR | $35.84万 | 0.12% | 2,477 | 204 | 9.0% | $2.95万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $36.06万 | 0.12% | 2,496 | 61 | 2.5% | $8,812 | 加仓 |
| VO | VANGUARD INDEX FDS | $36.12万 | 0.12% | 1,258 | -2,607 | -67.5% | -$74.86万 | 减仓 |
| CAT | CATERPILLAR INC | $36.16万 | 0.12% | 510 | -143 | -21.9% | -$10.14万 | 减仓 |
| HD | HOME DEPOT INC | $36.42万 | 0.12% | 1,107 | -111 | -9.1% | -$3.65万 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $36.70万 | 0.12% | 15,938 | -7,017 | -30.6% | -$16.16万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $37.18万 | 0.13% | 17,046 | -7,360 | -30.2% | -$16.05万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $37.31万 | 0.13% | 547 | 65 | 13.5% | $4.43万 | 加仓 |
| IVV | ISHARES TR | $37.94万 | 0.13% | 581 | -90 | -13.4% | -$5.88万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $39.52万 | 0.13% | 16,727 | 0 | 0.0% | — | 重新持有 |
| LQD | ISHARES TR | $40.28万 | 0.14% | 3,696 | -1,747 | -32.1% | -$19.04万 | 减仓 |
| TLTE | FLEXSHARES TR | $41.95万 | 0.14% | 6,242 | -286 | -4.4% | -$1.92万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $42.18万 | 0.14% | 1,740 | -281 | -13.9% | -$6.81万 | 减仓 |
| KO | COCA COLA CO | $43.14万 | 0.15% | 5,672 | 162 | 2.9% | $1.23万 | 加仓 |
| META | META PLATFORMS INC | $44.88万 | 0.15% | 784 | 14 | 1.8% | $8,014 | 加仓 |
| CSCO | CISCO SYS INC | $45.65万 | 0.15% | 5,884 | -14 | -0.2% | -$1,086 | 减仓 |
| NUE | NUCOR CORP | $45.69万 | 0.15% | 2,702 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $46.75万 | 0.16% | 1,504 | 160 | 11.9% | $4.97万 | 加仓 |
| CVX | CHEVRON CORPORATION | $47.57万 | 0.16% | 2,299 | -192 | -7.7% | -$3.97万 | 减仓 |
| V | VISA INC | $47.86万 | 0.16% | 1,583 | 81 | 5.4% | $2.45万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $49.54万 | 0.17% | 12,547 | -5,467 | -30.3% | -$21.58万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $50.11万 | 0.17% | 5,018 | 0 | 0.0% | — | 不变 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $50.18万 | 0.17% | 23,856 | 10,599 | 80.0% | $22.29万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $50.28万 | 0.17% | 21,255 | 21,255 | — | $50.28万 | 新建仓 |
| — | EXXON MOBIL CORP | $50.70万 | 0.17% | 2,988 | 122 | 4.3% | $2.07万 | 加仓 |
| ESGE | ISHARES INC | $52.53万 | 0.18% | 11,554 | -786 | -6.4% | -$3.57万 | 减仓 |
| — | ISHARES TR | $52.95万 | 0.18% | 12,161 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $53.19万 | 0.18% | 23,712 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $53.66万 | 0.18% | 539 | -43 | -7.4% | -$4.28万 | 减仓 |
| ABBV | ABBVIE INC | $54.45万 | 0.18% | 2,504 | 30 | 1.2% | $6,524 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $54.60万 | 0.18% | 14,015 | -6,616 | -32.1% | -$25.78万 | 减仓 |
| AVGO | BROADCOM INC | $55.32万 | 0.19% | 1,787 | 76 | 4.4% | $2.35万 | 加仓 |
| EMR | EMERSON ELEC CO | $55.66万 | 0.19% | 4,248 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $56.02万 | 0.19% | 3,700 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $56.13万 | 0.19% | 4,640 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $56.38万 | 0.19% | 11,454 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $56.56万 | 0.19% | 11,993 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $56.69万 | 0.19% | 4,713 | -1,009 | -17.6% | -$12.14万 | 减仓 |
| VB | VANGUARD INDEX FDS | $57.38万 | 0.19% | 2,191 | -1,038 | -32.1% | -$27.18万 | 减仓 |
| IBTG | ISHARES TR | $57.70万 | 0.20% | 25,179 | 25,179 | — | $57.70万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $57.98万 | 0.20% | 7,314 | -5,361 | -42.3% | -$42.50万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $59.38万 | 0.20% | 12,136 | -3,489 | -22.3% | -$17.07万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $59.75万 | 0.20% | 18,423 | 139 | 0.8% | $4,508 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $60.80万 | 0.21% | 7,545 | 12 | 0.2% | $967 | 加仓 |