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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2,943.47万 | 9.96% | 757,454 | 78,670 | 11.6% | $305.71万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,435.65万 | 8.24% | 390,016 | 38,407 | 10.9% | $239.85万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,429.27万 | 8.22% | 683,724 | 2,115 | 0.3% | $7.51万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,871.34万 | 6.33% | 541,634 | -3,676 | -0.7% | -$12.70万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $1,814.36万 | 6.14% | 507,088 | 1,541 | 0.3% | $5.51万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $896.05万 | 3.03% | 263,778 | -58,383 | -18.1% | -$198.33万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $660.03万 | 2.23% | 69,786 | -13,118 | -15.8% | -$124.07万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $568.02万 | 1.92% | 194,993 | -75,943 | -28.0% | -$221.22万 | 减仓 |
| AAPL | APPLE INC | $506.82万 | 1.72% | 19,970 | -1,247 | -5.9% | -$31.65万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $437.20万 | 1.48% | 174,184 | -16,166 | -8.5% | -$40.58万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $419.41万 | 1.42% | 144,226 | -59,942 | -29.4% | -$174.31万 | 减仓 |
| IJS | ISHARES TR | $409.04万 | 1.38% | 34,532 | -20,138 | -36.8% | -$238.54万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $390.21万 | 1.32% | 73,932 | -33,538 | -31.2% | -$177.01万 | 减仓 |
| DGRO | ISHARES TR | $369.26万 | 1.25% | 52,617 | 1,149 | 2.2% | $8.06万 | 加仓 |
| IWB | ISHARES TR | $368.78万 | 1.25% | 10,343 | -1,418 | -12.1% | -$50.56万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $347.79万 | 1.18% | 140,520 | -52,923 | -27.4% | -$130.98万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $338.96万 | 1.15% | 110,481 | -22,257 | -16.8% | -$68.28万 | 减仓 |
| IEFA | ISHARES TR | $330.63万 | 1.12% | 36,522 | -346 | -0.9% | -$3.13万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $299.98万 | 1.02% | 29,485 | -10,490 | -26.2% | -$106.72万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.97% | 4 | 3 | 300.0% | $215.44万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $279.59万 | 0.95% | 29,667 | -23,389 | -44.1% | -$220.42万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $271.77万 | 0.92% | 12,510 | -12,832 | -50.6% | -$278.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $256.90万 | 0.87% | 5,361 | 3,306 | 160.9% | $158.42万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $256.28万 | 0.87% | 99,954 | -93,418 | -48.3% | -$239.52万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $250.24万 | 0.85% | 35,180 | -14,533 | -29.2% | -$103.37万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $245.58万 | 0.83% | 5,302 | -1,552 | -22.6% | -$71.89万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $231.15万 | 0.78% | 58,607 | -17,700 | -23.2% | -$69.81万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $225.68万 | 0.76% | 73,995 | -21,150 | -22.2% | -$64.51万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $222.34万 | 0.75% | 15,013 | -5,493 | -26.8% | -$81.35万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $206.29万 | 0.70% | 66,632 | -34,508 | -34.1% | -$106.84万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $199.30万 | 0.67% | 28,106 | -6,467 | -18.7% | -$45.86万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $197.94万 | 0.67% | 46,683 | -9 | -0.0% | -$382 | 减仓 |
| QQQ | INVESCO QQQ TR | $193.80万 | 0.66% | 3,358 | -674 | -16.7% | -$38.90万 | 减仓 |
| IWF | ISHARES TR | $190.93万 | 0.65% | 4,478 | 375 | 9.1% | $15.99万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $189.56万 | 0.64% | 49,546 | -4,290 | -8.0% | -$16.41万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $184.82万 | 0.63% | 39,399 | -2,433 | -5.8% | -$11.41万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $180.61万 | 0.61% | 2,777 | -329 | -10.6% | -$21.40万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $163.03万 | 0.55% | 19,146 | 699 | 3.8% | $5.95万 | 加仓 |
| IWD | ISHARES TR | $148.60万 | 0.50% | 6,955 | -1,213 | -14.9% | -$25.92万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $143.64万 | 0.49% | 34,956 | 3,858 | 12.4% | $15.85万 | 加仓 |
| IXUS | ISHARES TR | $141.17万 | 0.48% | 16,294 | -1,701 | -9.5% | -$14.74万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $137.96万 | 0.47% | 4,561 | -866 | -16.0% | -$26.19万 | 减仓 |
| AMZN | AMAZON COM INC | $133.65万 | 0.45% | 6,417 | -80 | -1.2% | -$1.67万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $133.19万 | 0.45% | 7,637 | 1,123 | 17.2% | $19.59万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $130.39万 | 0.44% | 38,510 | -6,244 | -14.0% | -$21.14万 | 减仓 |
| GLD | SPDR GOLD TR | $129.30万 | 0.44% | 3,005 | -68 | -2.2% | -$2.93万 | 减仓 |
| IWM | ISHARES TR | $123.77万 | 0.42% | 4,991 | -914 | -15.5% | -$22.67万 | 减仓 |
| MSFT | MICROSOFT CORP | $123.70万 | 0.42% | 3,342 | -507 | -13.2% | -$18.77万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $114.01万 | 0.39% | 34,601 | -43,378 | -55.6% | -$142.93万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $113.63万 | 0.38% | 4,649 | -634 | -12.0% | -$15.50万 | 减仓 |
| WMT | WALMART INC | $113.30万 | 0.38% | 9,116 | 480 | 5.6% | $5.97万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $110.46万 | 0.37% | 13,348 | -5,904 | -30.7% | -$48.86万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $108.93万 | 0.37% | 25,710 | -8,120 | -24.0% | -$34.40万 | 减仓 |
| ESML | ISHARES TR | $107.22万 | 0.36% | 22,802 | -4,133 | -15.3% | -$19.43万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $106.09万 | 0.36% | 4,933 | -4,496 | -47.7% | -$96.69万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $105.21万 | 0.36% | 13,308 | -666 | -4.8% | -$5.27万 | 减仓 |
| ESGD | ISHARES TR | $103.98万 | 0.35% | 10,875 | -1,236 | -10.2% | -$11.82万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $102.10万 | 0.35% | 3,182 | -239 | -7.0% | -$7.67万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $100.34万 | 0.34% | 13,012 | -2,100 | -13.9% | -$16.19万 | 减仓 |
| GEV | GE VERNOVA INC | $95.76万 | 0.32% | 1,097 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $95.58万 | 0.32% | 3,324 | -69 | -2.0% | -$1.98万 | 减仓 |
| GOOG | ALPHABET INC | $87.50万 | 0.30% | 3,050 | -21 | -0.7% | -$6,024 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $85.36万 | 0.29% | 7,727 | 3,746 | 94.1% | $41.38万 | 加仓 |
| LLY | ELI LILLY & CO | $84.26万 | 0.29% | 916 | 48 | 5.5% | $4.42万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $83.75万 | 0.28% | 2,847 | 35 | 1.2% | $1.03万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $83.36万 | 0.28% | 15,422 | -1,551 | -9.1% | -$8.38万 | 减仓 |
| IEMG | ISHARES INC | $80.51万 | 0.27% | 11,543 | -2,276 | -16.5% | -$15.88万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $78.91万 | 0.27% | 20,539 | 14,474 | 238.6% | $55.61万 | 加仓 |
| IWV | ISHARES TR | $78.77万 | 0.27% | 2,125 | -1,582 | -42.7% | -$58.64万 | 减仓 |
| PEP | PEPSICO INC | $78.07万 | 0.26% | 5,027 | -269 | -5.1% | -$4.18万 | 减仓 |
| EEMV | ISHARES INC | $76.69万 | 0.26% | 11,848 | -96 | -0.8% | -$6,214 | 减仓 |
| IJJ | ISHARES TR | $73.81万 | 0.25% | 5,570 | -1,164 | -17.3% | -$15.42万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $72.55万 | 0.25% | 3,937 | -1,140 | -22.5% | -$21.01万 | 减仓 |
| COP | CONOCOPHILLIPS | $70.30万 | 0.24% | 5,326 | 182 | 3.5% | $2.40万 | 加仓 |
| ITOT | ISHARES TR | $69.09万 | 0.23% | 4,850 | 1,580 | 48.3% | $22.51万 | 加仓 |
| GE | GE AEROSPACE | $67.65万 | 0.23% | 2,384 | -559 | -19.0% | -$15.86万 | 减仓 |
| IUSV | ISHARES TR | $67.38万 | 0.23% | 6,590 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $65.28万 | 0.22% | 1,756 | -269 | -13.3% | -$10.00万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $64.57万 | 0.22% | 18,428 | -14,424 | -43.9% | -$50.54万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $63.08万 | 0.21% | 4,560 | -3,828 | -45.6% | -$52.95万 | 减仓 |
| QCOM | QUALCOMM INC | $61.04万 | 0.21% | 4,740 | 140 | 3.0% | $1.80万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $60.80万 | 0.21% | 7,545 | 12 | 0.2% | $967 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $59.75万 | 0.20% | 18,423 | 139 | 0.8% | $4,508 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $59.38万 | 0.20% | 12,136 | -3,489 | -22.3% | -$17.07万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $57.98万 | 0.20% | 7,314 | -5,361 | -42.3% | -$42.50万 | 减仓 |
| IBTG | ISHARES TR | $57.70万 | 0.20% | 25,179 | 25,179 | — | $57.70万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $57.38万 | 0.19% | 2,191 | -1,038 | -32.1% | -$27.18万 | 减仓 |
| MRK | MERCK & CO INC | $56.69万 | 0.19% | 4,713 | -1,009 | -17.6% | -$12.14万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $56.56万 | 0.19% | 11,993 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $56.38万 | 0.19% | 11,454 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $56.13万 | 0.19% | 4,640 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $56.02万 | 0.19% | 3,700 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $55.66万 | 0.19% | 4,248 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $55.32万 | 0.19% | 1,787 | 76 | 4.4% | $2.35万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $54.60万 | 0.18% | 14,015 | -6,616 | -32.1% | -$25.78万 | 减仓 |
| ABBV | ABBVIE INC | $54.45万 | 0.18% | 2,504 | 30 | 1.2% | $6,524 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $53.66万 | 0.18% | 539 | -43 | -7.4% | -$4.28万 | 减仓 |
| IBTH | ISHARES TR | $53.19万 | 0.18% | 23,712 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $52.95万 | 0.18% | 12,161 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $52.53万 | 0.18% | 11,554 | -786 | -6.4% | -$3.57万 | 减仓 |