Cambridge Advisors Inc. 13F 持仓 · 2026年Q2
Cambridge Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 183 只证券,申报市值合计 5.82 亿美元。前几大持仓:VOO(18.25%)、BND(10.17%)、VEA(6.82%)。本季前 25 大持仓中:增持 12 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $106.1M | 18.25% | 154,547 | 增持 |
| 2 | BND | VANGUARD BD INDEX FDS | $59.1M | 10.17% | 805,700 | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $39.7M | 6.82% | 556,878 | 增持 |
| 4 | IJH | ISHARES TR | $24.0M | 4.13% | 311,487 | 增持 |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $15.4M | 2.65% | 318,189 | 增持 |
| 6 | VTI | VANGUARD INDEX FDS | $13.3M | 2.28% | 35,820 | 减持 |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | $12.6M | 2.16% | 204,827 | 减持 |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | $12.0M | 2.06% | 145,292 | 增持 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $11.6M | 1.99% | 193,518 | 增持 |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $11.2M | 1.93% | 15 | 持平 |
| 11 | AAPL | APPLE INC | $10.6M | 1.82% | 36,530 | 减持 |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $10.2M | 1.76% | 181,433 | 增持 |
| 13 | VB | VANGUARD INDEX FDS | $9.6M | 1.65% | 31,646 | 持平 |
| 14 | MSFT | MICROSOFT CORP | $9.5M | 1.63% | 25,493 | 减持 |
| 15 | AMGN | AMGEN INC | $8.9M | 1.53% | 24,621 | 增持 |
| 16 | GLW | CORNING INC | $8.9M | 1.52% | 34,706 | 减持 |
| 17 | VNQ | VANGUARD INDEX FDS | $8.7M | 1.49% | 90,075 | 增持 |
| 18 | SCHG | SCHWAB STRATEGIC TR | $8.2M | 1.41% | 242,353 | 减持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $8.1M | 1.39% | 16,206 | 减持 |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $7.9M | 1.36% | 33,507 | 减持 |
| 21 | CAT | CATERPILLAR INC | $6.7M | 1.16% | 6,337 | 减持 |
| 22 | BUFR | FIRST TR EXCHNG TRADED FD VI | $5.1M | 0.88% | 140,616 | 增持 |
| 23 | NVDA | NVIDIA CORPORATION | $4.1M | 0.71% | 20,597 | 增持 |
| 24 | SCHD | SCHWAB STRATEGIC TR | $4.0M | 0.70% | 127,686 | 减持 |
| 25 | FNDX | SCHWAB STRATEGIC TR | $4.0M | 0.68% | 127,243 | 减持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR