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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 106 项
建仓 15
增持 53
减持 36
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$2.5M
64,779
+7%
增持
MSFT
MICROSOFT CORP
+$1.3M
9,939
+28%
建仓
HASI
HANNON ARMSTRONG SUST INFR C
+$1.2M
44,400
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
AAPL
APPLE INC
+$811.1K
34,525
+1%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$732.9K
13,563
-45%
增持
SPTM
SPDR SER TR
+$612.7K
91,413
+1%
减持
GOOG
ALPHABET INC
-$562.3K
9,883
-33%
建仓
XEL
XCEL ENERGY INC
+$562.1K
9,080
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$530.9K
60,107
+1%
增持
SPG
SIMON PPTY GROUP INC NEW
+$517.4K
14,701
+1%
建仓
ARTY
ISHARES TR
+$512.7K
14,860
增持
AMZN
AMAZON COM INC
+$444.8K
15,946
+2%
增持
CCI
CROWN CASTLE INC
+$411.3K
5,862
+104%
减持
GLP
GLOBAL PARTNERS LP
+$381.0K
56,785
-1%
减持
EXR
EXTRA SPACE STORAGE INC
+$352.9K
9,375
-1%
增持
VXUS
VANGUARD STAR FDS
+$345.5K
31,966
+14%
建仓
QQQ
INVESCO QQQ TR
+$332.1K
811
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$303.7K
31,577
-3%
建仓
ENB
ENBRIDGE INC
+$293.3K
8,143
减持
PBA
PEMBINA PIPELINE CORP
+$280.7K
67,748
-1%
增持
V
VISA INC
+$270.3K
7,416
+3%
建仓
INTC
INTEL CORP
+$261.5K
5,204
减持
INTU
INTUIT
+$248.6K
2,449
-2%
建仓
AXP
AMERICAN EXPRESS CO
+$247.3K
1,320
建仓
NVDA
NVIDIA CORPORATION
+$247.1K
499
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$238.1K
4,971
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$232.3K
1,809
清仓
—
BARRICK GOLD CORP
-$224.2K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$219.5K
1,468
建仓
VO
VANGUARD INDEX FDS
+$219.4K
943
建仓
PSX
PHILLIPS 66
+$213.0K
1,600
清仓
DVN
DEVON ENERGY CORP NEW
-$208.9K
0
-100%
增持
ABR
ARBOR REALTY TRUST INC
+$203.4K
235,677
+6%
增持
JPM
JPMORGAN CHASE & CO
+$203.1K
6,259
+5%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$203.1K
2,501
建仓
TR
TOOTSIE ROLL INDS INC
+$202.3K
6,087
增持
COST
COSTCO WHSL CORP NEW
+$200.0K
1,681
+4%
减持
CRM
SALESFORCE INC
+$199.8K
3,320
-0%
增持
AVGO
BROADCOM INC
+$182.3K
609
+2%
增持
BA
BOEING CO
+$154.8K
2,161
+1%
增持
CALF
PACER FDS TR
+$149.7K
9,224
+31%
减持
—
ACCENTURE PLC IRELAND
+$143.0K
3,882
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$142.9K
6,448
-1%
减持
CM
CANADIAN IMPERIAL BK COMM TO
-$134.3K
5,190
-48%
增持
FPE
FIRST TR EXCH TRADED FD III
+$132.7K
30,833
+27%
增持
OHI
OMEGA HEALTHCARE INVS INC
-$119.5K
53,427
+1%
增持
—
GLOBAL MED REIT INC
+$119.5K
56,070
+0%
增持
GSBD
GOLDMAN SACHS BDC INC
+$116.6K
97,882
+8%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$115.6K
17,443
-1%
增持
CVX
CHEVRON CORP NEW
-$113.7K
13,852
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$112.5K
1,316
+10%
增持
PANW
PALO ALTO NETWORKS INC
+$108.6K
1,079
+21%
增持
ARCC
ARES CAPITAL CORP
+$101.3K
67,911
+5%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$98.0K
53,703
-1%
增持
SPYD
SPDR SER TR
+$92.2K
22,095
+0%
减持
GLW
CORNING INC
-$89.2K
9,985
-23%
减持
GOOGL
ALPHABET INC
+$87.7K
10,225
-0%
减持
—
LYONDELLBASELL INDUSTRIES N
-$74.7K
3,258
-20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$72.3K
3,271
+5%
增持
MAR
MARRIOTT INTL INC NEW
+$72.2K
1,307
+15%
减持
GS
GOLDMAN SACHS GROUP INC
+$71.5K
1,669
-6%
增持
MA
MASTERCARD INCORPORATED
+$63.7K
1,719
+2%
增持
EW
EDWARDS LIFESCIENCES CORP
+$62.8K
6,035
+5%
增持
MGK
VANGUARD WORLD FD
+$61.7K
1,662
+2%
增持
ABBV
ABBVIE INC
+$61.5K
6,825
+2%
增持
LLY
ELI LILLY & CO
+$60.6K
737
+7%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$56.4K
2,636
-4%
减持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$55.8K
8,917
-0%
增持
PRU
PRUDENTIAL FINL INC
+$55.0K
4,786
+3%
增持
CL
COLGATE PALMOLIVE CO
+$54.0K
6,198
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$52.7K
33,527
+0%
增持
ADBE
ADOBE INC
+$51.9K
534
+2%
增持
BND
VANGUARD BD INDEX FDS
+$49.8K
5,783
+7%
增持
PFE
PFIZER INC
+$49.5K
16,445
+29%
增持
ET
ENERGY TRANSFER L P
+$46.5K
87,361
+6%
增持
ABT
ABBOTT LABS
+$46.2K
3,066
+2%
减持
BAC
BANK AMERICA CORP
+$46.0K
8,081
-2%
减持
HON
HONEYWELL INTL INC
+$41.7K
3,076
-6%
减持
ZTS
ZOETIS INC
+$41.3K
2,359
-3%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$39.5K
19,025
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$37.3K
995
+3%
增持
MO
ALTRIA GROUP INC
+$36.7K
26,594
+8%
增持
SYK
STRYKER CORPORATION
+$35.9K
1,265
+1%
减持
AM
ANTERO MIDSTREAM CORP
+$35.3K
97,621
-2%
增持
—
EXXON MOBIL CORP
-$34.9K
5,418
+10%
减持
A
AGILENT TECHNOLOGIES INC
+$33.7K
3,332
-13%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$28.7K
10,996
-13%
减持
RTX
RTX CORPORATION
+$27.9K
4,717
-8%
增持
MRK
MERCK & CO INC
+$27.1K
3,050
+3%
减持
XLY
SELECT SECTOR SPDR TR
+$26.1K
1,642
-1%
增持
KO
COCA COLA CO
+$24.5K
6,957
+1%
减持
NKE
NIKE INC
+$21.7K
2,230
-3%
增持
GDOC
GOLDMAN SACHS ETF TR
+$21.6K
8,636
+0%
增持
AMGN
AMGEN INC
+$20.8K
842
+2%
减持
—
TE CONNECTIVITY LTD
+$15.6K
2,014
-7%
增持
JNJ
JOHNSON & JOHNSON
+$15.1K
3,165
+2%
减持
CVS
CVS HEALTH CORP
+$13.0K
2,955
-6%
减持
SDY
SPDR SER TR
+$13.0K
2,568
-4%
减持
RITM
RITHM CAPITAL CORP
+$11.4K
18,885
-8%
减持
FDX
FEDEX CORP
-$11.2K
895
-0%
增持
PG
PROCTER AND GAMBLE CO
+$10.5K
4,997
+1%
增持
PEP
PEPSICO INC
+$8.1K
1,273
+4%
减持
DE
DEERE & CO
+$3.4K
536
-4%
减持
DIS
DISNEY WALT CO
+$2.3K
2,364
-9%
减持
DPZ
DOMINOS PIZZA INC
+$769
646
-8%
增持
TSLA
TESLA INC
-$461
984
+1%
