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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 90 项
建仓 7
增持 42
减持 36
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
ABR
ARBOR REALTY TRUST INC
+$1.3M
223,952
+28%
增持
VTI
VANGUARD INDEX FDS
+$1.0M
56,680
+1%
减持
AAPL
APPLE INC
+$965.9K
34,888
-1%
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。
增持
GOOG
ALPHABET INC
+$771.2K
14,968
+50%
增持
MSFT
MICROSOFT CORP
+$632.4K
7,712
+12%
清仓
RVT
ROYCE VALUE TR INC
-$451.2K
0
-100%
增持
SPTM
SPDR SER TR
+$435.2K
88,530
+2%
减持
AMZN
AMAZON COM INC
+$433.7K
16,060
-0%
清仓
—
PARAMOUNT GLOBAL
-$343.9K
0
-100%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$287.9K
34,493
-1%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$285.2K
0
-100%
减持
FPE
FIRST TR EXCH TRADED FD III
-$276.6K
24,545
-41%
增持
ET
ENERGY TRANSFER L P
+$255.6K
64,961
+42%
增持
VXUS
VANGUARD STAR FDS
+$252.1K
23,356
+22%
增持
GOOGL
ALPHABET INC
+$250.0K
10,425
+8%
建仓
TSLA
TESLA INC
+$249.7K
954
增持
GSBD
GOLDMAN SACHS BDC INC
+$238.5K
94,107
+21%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$235.2K
33,287
-11%
清仓
SPIP
SPDR SER TR
-$218.1K
0
-100%
清仓
GIS
GENERAL MLS INC
-$217.8K
0
-100%
建仓
KNF
KNIFE RIVER CORP
+$217.5K
5,000
建仓
DE
DEERE & CO
+$214.3K
529
建仓
MAR
MARRIOTT INTL INC NEW
+$207.9K
1,132
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$206.8K
1,829
建仓
URI
UNITED RENTALS INC
+$204.9K
460
建仓
PM
PHILIP MORRIS INTL INC
+$202.1K
2,070
减持
OHI
OMEGA HEALTHCARE INVS INC
+$169.6K
54,887
-1%
增持
ABBV
ABBVIE INC
-$157.8K
6,698
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$148.5K
3,114
+5%
增持
V
VISA INC
+$142.5K
7,299
+3%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$137.3K
60,449
-1%
减持
PFE
PFIZER INC
-$133.5K
12,836
-13%
减持
PBA
PEMBINA PIPELINE CORP
-$129.4K
69,296
-3%
增持
ARCC
ARES CAPITAL CORP
+$115.4K
64,386
+8%
增持
AM
ANTERO MIDSTREAM CORP
+$112.2K
99,781
+0%
增持
MGK
VANGUARD WORLD FD
+$109.2K
1,679
+20%
减持
MPT
MEDICAL PPTYS TRUST INC
+$101.9K
100,381
-0%
增持
COST
COSTCO WHSL CORP NEW
+$99.4K
1,604
+4%
增持
IRM
IRON MTN INC DEL
+$96.0K
24,445
+0%
增持
PWR
QUANTA SVCS INC
+$92.8K
2,565
+4%
增持
NEM
NEWMONT CORP
-$91.7K
16,431
+2%
减持
JPM
JPMORGAN CHASE & CO
+$80.4K
5,826
-1%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$78.7K
54,118
-3%
减持
—
ACCENTURE PLC IRELAND
+$78.4K
3,919
-1%
减持
CVX
CHEVRON CORP NEW
-$78.0K
12,648
-0%
增持
FISV
FISERV INC
+$74.0K
4,617
+3%
减持
EW
EDWARDS LIFESCIENCES CORP
+$64.9K
5,735
-0%
减持
DIS
DISNEY WALT CO
-$63.6K
2,328
-14%
减持
DLR
DIGITAL RLTY TR INC
+$62.5K
4,332
-1%
增持
PRU
PRUDENTIAL FINL INC
+$59.9K
4,631
+10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$56.3K
32,854
+2%
增持
TR
TOOTSIE ROLL INDS INC
-$49.9K
6,087
+3%
减持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$48.2K
8,927
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$45.8K
1,230
+1%
增持
PG
PROCTER AND GAMBLE CO
+$44.8K
4,948
+4%
减持
GLP
GLOBAL PARTNERS LP
-$44.3K
62,000
-1%
减持
SPG
SIMON PPTY GROUP INC NEW
+$41.6K
14,846
-1%
增持
—
ASML HOLDING N V
+$39.6K
405
+9%
增持
JNJ
JOHNSON & JOHNSON
+$37.4K
3,088
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$35.4K
6,582
+2%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$30.8K
18,225
+8%
增持
MRK
MERCK & CO INC
+$28.6K
2,952
+1%
减持
KO
COCA COLA CO
-$27.0K
6,837
-3%
减持
VICI
VICI PPTYS INC
-$26.6K
9,223
-5%
增持
SBUX
STARBUCKS CORP
+$24.7K
2,326
+18%
减持
CM
CANADIAN IMPERIAL BK COMM TO
-$22.7K
10,600
-5%
减持
SUN
SUNOCO LP/SUNOCO FIN CORP
-$16.8K
31,015
-0%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$16.7K
17,767
-2%
减持
GS
GOLDMAN SACHS GROUP INC
-$15.5K
1,807
-1%
增持
SPYD
SPDR SER TR
-$15.0K
23,005
+1%
减持
RITM
RITHM CAPITAL CORP
+$14.3K
20,485
-8%
减持
STWD
STARWOOD PPTY TR INC
+$12.9K
10,918
-3%
增持
CL
COLGATE PALMOLIVE CO
+$12.4K
6,178
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$11.1K
5,359
+2%
减持
ZTS
ZOETIS INC
+$10.7K
2,439
-1%
增持
—
EXXON MOBIL CORP
-$9.4K
4,836
+0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$8.6K
2,793
-2%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$8.4K
12,513
+1%
增持
—
LIFE STORAGE INC
+$7.8K
4,035
+0%
减持
GLW
CORNING INC
-$7.7K
13,780
-1%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$7.5K
4,526
-1%
增持
DVN
DEVON ENERGY CORP NEW
-$7.2K
4,354
+1%
减持
SDY
SPDR SER TR
-$6.6K
2,618
-1%
增持
BND
VANGUARD BD INDEX FDS
-$5.4K
4,894
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$4.8K
7,200
+3%
减持
UNH
UNITEDHEALTH GROUP INC
+$4.5K
965
-1%
减持
MO
ALTRIA GROUP INC
+$3.8K
24,800
-1%
减持
INTU
INTUIT
-$3.3K
2,608
-3%
增持
CSCO
CISCO SYS INC
-$1.2K
7,317
+1%
增持
—
GLOBAL MED REIT INC
+$1.2K
57,062
+0%