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CASCADE INVESTMENT GROUP, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CASCADE INVESTMENT GROUP, INC.
报告期 2026-03-31 · CIK 0000919447
持仓数
147
前50大市值合计
$113.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 99 项
建仓 7
增持 33
减持 54
清仓 5
方向
标的
Δ市值
现股数(环比)
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.8M
32,262
减持
AAPL
APPLE INC
+$1.2M
35,180
-1%
增持
VTI
VANGUARD INDEX FDS
+$764.5K
56,089
+0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
CWH
CAMPING WORLD HLDGS INC
-$631.1K
0
-100%
清仓
WTRG
ESSENTIAL UTILS INC
-$471.6K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$384.2K
19,157
+47%
增持
AMZN
AMAZON COM INC
+$326.8K
16,070
+1%
减持
MSFT
MICROSOFT CORP
+$301.7K
6,916
-2%
减持
MPT
MEDICAL PPTYS TRUST INC
-$299.6K
100,686
-0%
减持
GLP
GLOBAL PARTNERS LP
-$297.8K
62,850
-3%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$283.1K
34,850
-2%
建仓
—
ASML HOLDING N V
+$253.9K
373
减持
SPTM
SPDR SER TR
+$249.7K
86,938
-1%
减持
DLR
DIGITAL RLTY TR INC
-$246.3K
4,382
-35%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$225.1K
60,999
-1%
清仓
MMM
3M CO
-$222.8K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$217.7K
1,320
建仓
FDX
FEDEX CORP
+$216.4K
947
建仓
OBDC
OWL ROCK CAPITAL CORPORATION
+$213.7K
16,950
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$210.8K
547
清仓
PM
PHILIP MORRIS INTL INC
-$207.2K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$205.8K
1,976
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$200.5K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$196.6K
3,057
-19%
增持
GSBD
GOLDMAN SACHS BDC INC
+$186.5K
78,081
+22%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$174.6K
55,809
+20%
增持
ABR
ARBOR REALTY TRUST INC
+$168.2K
174,662
+25%
减持
PFE
PFIZER INC
-$167.6K
14,812
-2%
增持
CVX
CHEVRON CORP NEW
-$156.3K
12,675
+2%
增持
INTU
INTUIT
+$154.0K
2,688
+0%
增持
V
VISA INC
+$141.3K
7,056
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$124.1K
2,958
+16%
减持
PBA
PEMBINA PIPELINE CORP
-$118.7K
71,237
-0%
减持
—
LIFE STORAGE INC
+$116.9K
4,033
-4%
增持
ET
ENERGY TRANSFER L P
+$116.4K
45,661
+20%
增持
ZTS
ZOETIS INC
+$114.9K
2,459
+22%
减持
HON
HONEYWELL INTL INC
-$113.5K
3,373
-5%
减持
SPG
SIMON PPTY GROUP INC NEW
-$108.8K
14,940
-1%
减持
MRK
MERCK & CO INC
-$102.8K
2,933
-22%
减持
NEM
NEWMONT CORP
-$98.8K
16,170
-14%
减持
FTNT
FORTINET INC
+$96.3K
9,375
-13%
减持
GOOGL
ALPHABET INC
+$96.2K
9,620
-6%
增持
CSCO
CISCO SYS INC
+$94.2K
7,266
+21%
减持
EXR
EXTRA SPACE STORAGE INC
+$89.6K
6,065
-1%
减持
GOOG
ALPHABET INC
+$88.7K
9,995
-7%
减持
FPE
FIRST TR EXCH TRADED FD III
-$83.9K
41,892
-6%
减持
CVS
CVS HEALTH CORP
-$82.7K
4,224
-1%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$82.5K
37,487
-0%
增持
PWR
QUANTA SVCS INC
+$77.4K
2,467
+5%
增持
—
ACCENTURE PLC IRELAND
+$76.7K
3,957
+0%
增持
PRU
PRUDENTIAL FINL INC
+$61.8K
4,214
+46%
减持
IRM
IRON MTN INC DEL
+$60.2K
24,437
-1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$57.8K
2,973
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$55.4K
972
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$52.1K
7,010
-15%
增持
BND
VANGUARD BD INDEX FDS
+$50.3K
4,891
+13%
增持
AVGO
BROADCOM INC
+$50.2K
588
+1%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$48.3K
2,843
-4%
减持
PG
PROCTER AND GAMBLE CO
-$47.3K
4,748
-4%
减持
ABBV
ABBVIE INC
-$47.0K
6,652
-3%
减持
FISV
FISERV INC
+$46.2K
4,498
-2%
减持
—
GLOBAL MED REIT INC
-$41.9K
57,059
-4%
减持
GS
GOLDMAN SACHS GROUP INC
-$41.8K
1,829
-2%
减持
GLW
CORNING INC
+$41.7K
13,905
-1%
增持
DIS
DISNEY WALT CO
+$39.4K
2,711
+1%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$38.9K
55,269
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$38.9K
6,449
+13%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$37.8K
18,117
-1%
减持
MO
ALTRIA GROUP INC
-$36.2K
25,094
-1%
增持
TGT
TARGET CORP
+$35.6K
1,967
+1%
减持
—
PARAMOUNT GLOBAL
+$35.0K
11,485
-8%
减持
MGK
VANGUARD WORLD FD
+$31.8K
1,398
-5%
减持
ARCC
ARES CAPITAL CORP
-$31.2K
59,886
-2%
减持
KO
COCA COLA CO
-$30.0K
7,072
-4%
增持
DVN
DEVON ENERGY CORP NEW
-$25.3K
4,300
+9%
减持
BA
BOEING CO
+$25.3K
2,021
-5%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$25.2K
5,247
+8%
减持
JPM
JPMORGAN CHASE & CO
-$25.0K
5,886
-0%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$24.8K
8,962
-1%
减持
SUN
SUNOCO LP/SUNOCO FIN CORP
-$22.8K
31,165
-3%
增持
CL
COLGATE PALMOLIVE CO
-$21.7K
6,169
+0%
减持
XLY
SELECT SECTOR SPDR TR
+$21.5K
1,802
-6%
减持
LMT
LOCKHEED MARTIN CORP
-$21.3K
718
-3%
减持
—
LYONDELLBASELL INDUSTRIES N
+$21.3K
4,060
-6%
增持
PAVE
GLOBAL X FDS
+$20.7K
11,153
+0%
增持
RITM
RITHM CAPITAL CORP
+$16.0K
22,157
+12%
减持
VICI
VICI PPTYS INC
-$15.7K
9,703
-5%
增持
LLY
LILLY ELI & CO
-$11.7K
687
+1%
增持
AM
ANTERO MIDSTREAM CORP
+$11.6K
99,638
+4%
减持
MA
MASTERCARD INCORPORATED
+$9.1K
1,691
-3%
增持
SPYD
SPDR SER TR
+$6.6K
22,843
+5%
减持
NKE
NIKE INC
+$6.5K
2,405
-2%
减持
RVT
ROYCE VALUE TR INC
+$6.2K
33,253
-1%
增持
—
EXXON MOBIL CORP
+$5.7K
4,815
+2%
减持
SPIP
SPDR SER TR
+$4.4K
8,178
-1%
减持
CM
CANADIAN IMPERIAL BK COMM TO
-$4.2K
11,200
-5%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$3.4K
12,372
-1%
减持
AB
ALLIANCEBERNSTEIN HLDG L P
+$3.3K
7,800
-5%
增持
STWD
STARWOOD PPTY TR INC
+$2.3K
11,246
+5%
