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Cambridge Advisors Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Cambridge Advisors Inc.

报告期 2026-03-31 · CIK 0001633695

持仓数

178

前50大市值合计

$427.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$88.3M

147,776

20.6%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$53.8M

730,638

12.6%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$33.6M

524,375

7.9%

IJH ISHARES TR

CORE S&P MCP ETF

$20.5M

303,170

4.8%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$14.0M

291,918

3.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$11.6M

36,298

2.7%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$11.4M

206,159

2.7%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$10.8M

15

2.5%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$10.3M

180,980

2.4%

MSFT MICROSOFT CORP

COM

$10.2M

27,637

2.4%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$10.2M

122,672

2.4%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$10.0M

185,917

2.3%

AAPL APPLE INC

COM

$9.6M

37,645

2.2%

AMGN AMGEN INC

COM

$8.6M

24,480

2.0%

VB VANGUARD INDEX FDS

SMALL CP ETF

$8.3M

31,646

1.9%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$8.1M

16,845

1.9%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$7.5M

84,729

1.8%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$7.3M

251,530

1.7%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$7.3M

33,847

1.7%

GLW CORNING INC

COM

$4.7M

34,756

1.1%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$4.7M

139,502

1.1%

CAT CATERPILLAR INC

COM

$4.7M

6,577

1.1%

AAAU GOLDMAN SACHS PHYSICAL GOLD

UNIT

$4.1M

89,596

1.0%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$4.0M

130,216

0.9%

FNDX SCHWAB STRATEGIC TR

FUNDAMENTAL US L

$3.7M

131,337

0.9%

NVDA NVIDIA CORPORATION

COM

$3.5M

20,270

0.8%

FBTC FIDELITY WISE ORIGIN BITCOIN

SHS

$3.5M

58,528

0.8%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$3.4M

135,029

0.8%

EIPI FIRST TR EXCHNG TRADED FD VI

FT ENERGY INCOME

$3.3M

146,390

0.8%

BSTP INNOVATOR ETFS TRUST

BUFFER STEP UP S

$3.1M

86,065

0.7%

UNP UNION PAC CORP

COM

$3.0M

12,471

0.7%

JNJ JOHNSON & JOHNSON

COM

$2.9M

11,768

0.7%

IWF ISHARES TR

RUS 1000 GRW ETF

$2.8M

6,509

0.6%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$2.7M

52,697

0.6%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$2.5M

3,848

0.6%

LOW LOWES COS INC

COM

$2.4M

10,293

0.6%

MDY STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP

$2.4M

3,894

0.6%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$2.3M

94,752

0.5%

GOOGL ALPHABET INC

CAP STK CL A

$2.3M

7,892

0.5%

EMLP FIRST TR EXCHANGE-TRADED FD

NO AMER ENERGY

$2.1M

48,047

0.5%

SAMT ADVISORS INNER CIRCLE FD III

STRATEGAS MACRO

$2.0M

51,274

0.5%

AIRR FIRST TR EXCHANGE TRADED FD

RBA INDL ETF

$1.9M

17,116

0.4%

IJR ISHARES TR

CORE S&P SCP ETF

$1.9M

15,248

0.4%

ABBV ABBVIE INC

COM

$1.9M

8,560

0.4%

JGRO J P MORGAN EXCHANGE TRADED F

ACTIVE GROWTH

$1.8M

21,597

0.4%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$1.8M

58,850

0.4%

LQD ISHARES TR

IBOXX INV CP ETF

$1.8M

16,390

0.4%

EME EMCOR GROUP INC

COM

$1.8M

2,404

0.4%

GRID FIRST TR EXCHANGE-TRADED FD

NASDQ CLN EDGE

$1.7M

10,299

0.4%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$1.7M

21,438

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

52%前 6 大占比

VOO20.6%BND12.6%VEA7.9%IJH4.8%BNDX3.3%VTI2.7%