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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $3,483.31万 | 10.97% | 785,237 | 27,783 | 3.7% | $123.25万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,836.27万 | 8.93% | 405,762 | 15,746 | 4.0% | $110.06万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $2,691.89万 | 8.48% | 722,462 | 38,738 | 5.7% | $144.34万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $2,212.28万 | 6.97% | 544,360 | 2,726 | 0.5% | $11.08万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $2,158.60万 | 6.80% | 505,917 | -1,171 | -0.2% | -$5.00万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $898.39万 | 2.83% | 243,861 | -19,917 | -7.6% | -$73.37万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $749.24万 | 2.36% | 68,669 | -1,117 | -1.6% | -$12.19万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $605.50万 | 1.91% | 178,929 | -16,064 | -8.2% | -$54.36万 | 减仓 |
| AAPL | APPLE INC | $577.86万 | 1.82% | 19,970 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $483.52万 | 1.52% | 166,962 | -7,222 | -4.1% | -$20.91万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $465.34万 | 1.47% | 128,796 | -15,430 | -10.7% | -$55.75万 | 减仓 |
| IJS | ISHARES TR | $430.75万 | 1.36% | 31,516 | -3,016 | -8.7% | -$41.22万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $374.49万 | 1.18% | 69,324 | -4,608 | -6.2% | -$24.89万 | 减仓 |
| IWB | ISHARES TR | $366.98万 | 1.16% | 8,962 | -1,381 | -13.4% | -$56.55万 | 减仓 |
| DGRO | ISHARES TR | $351.53万 | 1.11% | 46,382 | -6,235 | -11.8% | -$47.25万 | 减仓 |
| IEFA | ISHARES TR | $343.12万 | 1.08% | 35,527 | -995 | -2.7% | -$9.61万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $342.45万 | 1.08% | 29,187 | -298 | -1.0% | -$3.50万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $334.98万 | 1.05% | 120,931 | -19,589 | -13.9% | -$54.26万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $299.54万 | 0.94% | 4 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $297.62万 | 0.94% | 36,145 | 965 | 2.7% | $7.95万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $291.54万 | 0.92% | 29,688 | 21 | 0.1% | $2,062 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $286.18万 | 0.90% | 90,249 | -20,232 | -18.3% | -$64.16万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $276.99万 | 0.87% | 5,302 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $272.93万 | 0.86% | 11,232 | -1,278 | -10.2% | -$31.05万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $269.08万 | 0.85% | 91,430 | -8,524 | -8.5% | -$25.09万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $259.69万 | 0.82% | 31,693 | 3,587 | 12.8% | $29.39万 | 加仓 |
| QQQ | INVESCO QQQ TR | $247.26万 | 0.78% | 3,358 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $243.90万 | 0.77% | 70,065 | -3,930 | -5.3% | -$13.68万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $240.10万 | 0.76% | 53,237 | 6,554 | 14.0% | $29.56万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $239.69万 | 0.75% | 65,011 | -1,621 | -2.4% | -$5.98万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $203.31万 | 0.64% | 50,664 | -7,943 | -13.6% | -$31.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $203.22万 | 0.64% | 2,721 | -56 | -2.0% | -$4.18万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $200.45万 | 0.63% | 38,711 | -688 | -1.7% | -$3.56万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $194.10万 | 0.61% | 3,879 | -1,482 | -27.6% | -$74.16万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $191.84万 | 0.60% | 48,347 | -1,199 | -2.4% | -$4.76万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $177.19万 | 0.56% | 18,681 | -465 | -2.4% | -$4.41万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $176.01万 | 0.55% | 37,745 | 2,789 | 8.0% | $13.01万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $171.32万 | 0.54% | 10,841 | -4,172 | -27.8% | -$65.93万 | 减仓 |
| IWF | ISHARES TR | $165.11万 | 0.52% | 13,297 | -4,615 | -25.8% | -$57.31万 | 减仓 |
| IXUS | ISHARES TR | $155.51万 | 0.49% | 16,294 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $154.04万 | 0.48% | 6,463 | 46 | 0.7% | $1.10万 | 加仓 |
| GOOG | ALPHABET INC | $154.01万 | 0.48% | 4,359 | 1,309 | 42.9% | $46.25万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $150.89万 | 0.48% | 4,461 | -100 | -2.2% | -$3.38万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $141.39万 | 0.45% | 28,925 | 3,215 | 12.5% | $15.71万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $135.45万 | 0.43% | 6,769 | -868 | -11.4% | -$17.37万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $133.39万 | 0.42% | 33,172 | -5,338 | -13.9% | -$21.46万 | 减仓 |
| GEV | GE VERNOVA INC | $128.88万 | 0.41% | 1,097 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $128.25万 | 0.40% | 35,368 | 767 | 2.2% | $2.78万 | 加仓 |
| ESML | ISHARES TR | $127.61万 | 0.40% | 22,815 | 13 | 0.1% | $727 | 加仓 |
| IWD | ISHARES TR | $124.74万 | 0.39% | 5,145 | -1,810 | -26.0% | -$43.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $122.15万 | 0.38% | 3,275 | -67 | -2.0% | -$2.50万 | 减仓 |
| IWM | ISHARES TR | $121.59万 | 0.38% | 4,047 | -944 | -18.9% | -$28.36万 | 减仓 |
| GOOGL | ALPHABET INC | $118.79万 | 0.37% | 3,324 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $118.73万 | 0.37% | 4,675 | 26 | 0.6% | $6,603 | 加仓 |
| VXUS | VANGUARD STAR FDS | $113.87万 | 0.36% | 13,320 | 308 | 2.4% | $2.63万 | 加仓 |
| ESGD | ISHARES TR | $108.73万 | 0.34% | 10,576 | -299 | -2.7% | -$3.07万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $106.55万 | 0.34% | 4,503 | -430 | -8.7% | -$10.17万 | 减仓 |
| LLY | ELI LILLY & CO | $106.28万 | 0.33% | 886 | -30 | -3.3% | -$3.60万 | 减仓 |
| WMT | WALMART INC | $101.50万 | 0.32% | 8,961 | -155 | -1.7% | -$1.76万 | 减仓 |
| GLD | SPDR GOLD TR | $98.43万 | 0.31% | 2,672 | -333 | -11.1% | -$12.27万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $95.57万 | 0.30% | 7,660 | -67 | -0.9% | -$8,359 | 减仓 |
| IEMG | ISHARES INC | $92.29万 | 0.29% | 11,141 | -402 | -3.5% | -$3.33万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $90.61万 | 0.29% | 2,768 | -79 | -2.8% | -$2.59万 | 减仓 |
| EEMV | ISHARES INC | $89.19万 | 0.28% | 11,848 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $89.10万 | 0.28% | 2,384 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $85.85万 | 0.27% | 4,646 | -94 | -2.0% | -$1.74万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $84.68万 | 0.27% | 9,327 | -3,981 | -29.9% | -$36.14万 | 减仓 |
| ITOT | ISHARES TR | $79.68万 | 0.25% | 4,850 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $79.45万 | 0.25% | 5,378 | -192 | -3.4% | -$2.84万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $79.39万 | 0.25% | 13,301 | -2,121 | -13.8% | -$12.66万 | 减仓 |
| TSLA | TESLA INC | $74.99万 | 0.24% | 1,783 | 27 | 1.5% | $1.14万 | 加仓 |
| IWV | ISHARES TR | $73.85万 | 0.23% | 1,732 | -393 | -18.5% | -$16.76万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $72.97万 | 0.23% | 3,693 | -244 | -6.2% | -$4.82万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $72.03万 | 0.23% | 7,465 | -80 | -1.1% | -$7,719 | 减仓 |
| IBTG | ISHARES TR | $70.04万 | 0.22% | 30,598 | 5,419 | 21.5% | $12.40万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $69.58万 | 0.22% | 20,900 | 361 | 1.8% | $1.20万 | 加仓 |
| CSCO | CISCO SYS INC | $69.12万 | 0.22% | 5,885 | 1 | 0.0% | $117 | 加仓 |
| PEP | PEPSICO INC | $69.09万 | 0.22% | 5,102 | 75 | 1.5% | $1.02万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $68.65万 | 0.22% | 4,374 | -186 | -4.1% | -$2.92万 | 减仓 |
| AVGO | BROADCOM INC | $68.50万 | 0.22% | 1,813 | 26 | 1.5% | $9,823 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $67.07万 | 0.21% | 17,621 | -802 | -4.4% | -$3.05万 | 减仓 |
| XVV | ISHARES TR | $65.05万 | 0.20% | 11,454 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $64.14万 | 0.20% | 12,161 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $63.39万 | 0.20% | 4,640 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $62.98万 | 0.20% | 2,503 | -1 | -0.0% | -$252 | 减仓 |
| INTC | INTEL CORP | $62.96万 | 0.20% | 4,509 | -280 | -5.8% | -$3.91万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $62.54万 | 0.20% | 11,993 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $60.82万 | 0.19% | 4,248 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $60.51万 | 0.19% | 11,065 | -489 | -4.2% | -$2.67万 | 减仓 |
| IUSV | ISHARES TR | $60.32万 | 0.19% | 5,476 | -1,114 | -16.9% | -$12.27万 | 减仓 |
| NUE | NUCOR CORP | $60.19万 | 0.19% | 2,702 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $58.77万 | 0.19% | 4,574 | -139 | -2.9% | -$1.79万 | 减仓 |
| COP | CONOCOPHILLIPS | $55.37万 | 0.17% | 5,326 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $55.10万 | 0.17% | 517 | 7 | 1.4% | $7,461 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $54.88万 | 0.17% | 13,305 | -710 | -5.1% | -$2.93万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $54.24万 | 0.17% | 13,983 | -4,445 | -24.1% | -$17.24万 | 减仓 |
| V | VISA INC | $53.09万 | 0.17% | 1,547 | -36 | -2.3% | -$1.24万 | 减仓 |
| IBTH | ISHARES TR | $53.04万 | 0.17% | 23,712 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $51.71万 | 0.16% | 5,018 | 0 | 0.0% | — | 不变 |
| EDIV | SPDR INDEX SHS FDS | $51.39万 | 0.16% | 12,546 | -1 | -0.0% | -$41 | 减仓 |