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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 99 项
建仓 9
增持 33
减持 47
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$931.2K
34,087
-2%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$929.5K
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$680.7K
24,698
-26%
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
—
MAGELLAN MIDSTREAM PRTNRS LP
-$554.6K
0
-100%
清仓
—
LIFE STORAGE INC
-$536.5K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$421.4K
60,764
+7%
建仓
OKE
ONEOK INC NEW
+$375.7K
5,923
增持
ET
ENERGY TRANSFER L P
+$334.0K
82,611
+27%
建仓
CALF
PACER FDS TR
+$293.4K
7,035
清仓
VZ
VERIZON COMMUNICATIONS INC
-$267.8K
0
-100%
建仓
CCI
CROWN CASTLE INC
+$263.9K
2,868
建仓
GDOC
GOLDMAN SACHS ETF TR
+$260.8K
8,596
增持
EXR
EXTRA SPACE STORAGE INC
+$247.4K
9,460
+56%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$231.6K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$229.9K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$223.2K
0
-100%
建仓
DAUG
FIRST TR EXCHNG TRADED FD VI
+$222.9K
6,735
建仓
AMGN
AMGEN INC
+$221.7K
825
清仓
TR
TOOTSIE ROLL INDS INC
-$215.5K
0
-100%
建仓
CAT
CATERPILLAR INC
+$211.3K
774
建仓
PANW
PALO ALTO NETWORKS INC
+$209.6K
894
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$206.8K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$202.5K
1,210
清仓
PM
PHILIP MORRIS INTL INC
-$202.1K
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$197.4K
28,162
+21%
增持
CVX
CHEVRON CORP NEW
+$189.7K
12,927
+2%
增持
MSFT
MICROSOFT CORP
-$176.7K
7,758
+1%
减持
RTX
RTX CORPORATION
-$156.0K
5,127
-4%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$154.8K
32,468
-6%
减持
GOOG
ALPHABET INC
+$144.4K
14,828
-1%
减持
SPG
SIMON PPTY GROUP INC NEW
-$134.9K
14,621
-2%
减持
PBA
PEMBINA PIPELINE CORP
-$127.4K
68,238
-2%
减持
GLP
GLOBAL PARTNERS LP
+$116.3K
57,235
-8%
减持
AMZN
AMAZON COM INC
-$115.6K
15,560
-3%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$104.8K
2,743
-2%
减持
HON
HONEYWELL INTL INC
-$96.5K
3,266
-3%
减持
ABBV
ABBVIE INC
+$93.7K
6,683
-0%
减持
GOOGL
ALPHABET INC
+$92.8K
10,245
-2%
减持
GLW
CORNING INC
-$89.6K
12,905
-6%
增持
SPTM
SPDR SER TR
-$89.2K
90,120
+2%
减持
MO
ALTRIA GROUP INC
-$87.4K
24,639
-1%
减持
INTU
INTUIT
+$86.9K
2,509
-4%
减持
SPYD
SPDR SER TR
-$79.3K
22,062
-4%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$73.1K
53,002
-3%
减持
V
VISA INC
-$72.9K
7,219
-1%
减持
CVS
CVS HEALTH CORP
-$71.7K
3,155
-25%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$70.8K
54,295
+0%
减持
CM
CANADIAN IMPERIAL BK COMM TO
-$68.2K
9,950
-6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$58.9K
2,961
-0%
增持
FISV
FISERV INC
-$58.2K
4,641
+1%
增持
—
EXXON MOBIL CORP
+$58.0K
4,904
+1%
减持
IRM
IRON MTN INC DEL
+$55.4K
24,295
-1%
减持
ABR
ARBOR REALTY TRUST INC
+$55.2K
222,277
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$53.0K
3,405
-14%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$49.9K
17,688
-0%
减持
CRM
SALESFORCE INC
-$49.3K
3,323
-3%
增持
ARCC
ARES CAPITAL CORP
+$49.1K
64,661
+0%
减持
PFE
PFIZER INC
-$46.9K
12,780
-0%
增持
COST
COSTCO WHSL CORP NEW
+$46.0K
1,610
+0%
减持
NKE
NIKE INC
-$45.0K
2,305
-4%
减持
TGT
TARGET CORP
-$44.2K
1,947
-1%
增持
—
ASML HOLDING N V
-$43.9K
424
+5%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$39.7K
59,549
-1%
减持
XLY
SELECT SECTOR SPDR TR
-$38.4K
1,662
-8%
增持
CL
COLGATE PALMOLIVE CO
-$35.9K
6,188
+0%
增持
MRK
MERCK & CO INC
-$35.2K
2,967
+1%
增持
PRU
PRUDENTIAL FINL INC
+$32.8K
4,651
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$32.5K
3,124
+0%
增持
A
AGILENT TECHNOLOGIES INC
-$32.4K
3,842
+0%
减持
SPY
SPDR S&P 500 ETF TR
-$32.3K
1,200
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$30.8K
6,497
-1%
减持
AM
ANTERO MIDSTREAM CORP
+$30.4K
99,156
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
-$27.2K
33,432
+2%
减持
PWR
QUANTA SVCS INC
-$26.5K
2,552
-1%
增持
KO
COCA COLA CO
-$26.2K
6,886
+1%
减持
MGK
VANGUARD WORLD FD
-$25.5K
1,629
-3%
减持
DPZ
DOMINOS PIZZA INC
+$22.6K
701
-3%
增持
BND
VANGUARD BD INDEX FDS
+$19.8K
5,382
+10%
增持
BA
BOEING CO
-$18.3K
2,131
+5%
减持
—
GLOBAL MED REIT INC
-$18.1K
56,066
-2%
增持
CSCO
CISCO SYS INC
+$17.5K
7,367
+1%
减持
AMAT
APPLIED MATLS INC
-$16.1K
2,175
-1%
减持
PAVE
GLOBAL X FDS
-$15.5K
11,028
-1%
增持
JPM
JPMORGAN CHASE & CO
+$14.3K
5,941
+2%
减持
GSBD
GOLDMAN SACHS BDC INC
+$13.1K
90,482
-4%
增持
SDY
SPDR SER TR
-$12.9K
2,678
+2%
增持
AVGO
BROADCOM INC
-$12.5K
599
+2%
减持
GS
GOLDMAN SACHS GROUP INC
-$10.4K
1,769
-2%
增持
—
ACCENTURE PLC IRELAND
+$9.9K
3,970
+1%
增持
—
ETF MANAGERS TR
+$9.0K
5,100
+1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$4.8K
24,245
-1%
增持
TSLA
TESLA INC
-$4.8K
979
+3%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$4.7K
12,611
+1%
增持
DE
DEERE & CO
-$3.4K
559
+6%
增持
DIS
DISNEY WALT CO
+$3.3K
2,605
+12%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$3.2K
17,425
-4%
减持
FDX
FEDEX CORP
+$2.9K
897
-5%
增持
DVN
DEVON ENERGY CORP NEW
-$1.6K
4,379
+1%
减持
ADBE
ADOBE INC
-$800
523
-4%
