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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 113 项
建仓 12
增持 34
减持 62
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$2.5M
68,743
+6%
建仓
SPYI
NEOS ETF TRUST
+$1.2M
24,730
减持
AAPL
APPLE INC
-$1.1M
32,133
-7%
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。
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$684.5K
4,683
-65%
增持
SPTM
SPDR SER TR
+$565.1K
92,099
+1%
增持
ARTY
ISHARES TR
+$499.1K
29,455
+98%
减持
ABR
ARBOR REALTY TRUST INC
-$455.9K
235,595
-0%
增持
BND
VANGUARD BD INDEX FDS
+$441.7K
11,938
+106%
增持
VXUS
VANGUARD STAR FDS
+$346.2K
36,467
+14%
增持
PFE
PFIZER INC
+$333.3K
29,073
+77%
建仓
HACK
AMPLIFY ETF TR
+$327.0K
5,100
清仓
—
ETF MANAGERS TR
-$308.1K
0
-100%
减持
NEM
NEWMONT CORP
-$293.6K
10,784
-34%
建仓
SMH
VANECK ETF TRUST
+$285.3K
1,268
建仓
FJAN
FIRST TR EXCHNG TRADED FD VI
+$275.8K
6,570
建仓
GSIE
GOLDMAN SACHS ETF TR
+$271.4K
7,916
建仓
VUG
VANGUARD INDEX FDS
+$270.9K
787
清仓
DPZ
DOMINOS PIZZA INC
-$266.3K
0
-100%
减持
EXR
EXTRA SPACE STORAGE INC
-$253.4K
8,501
-9%
建仓
TOST
TOAST INC
+$246.1K
9,877
清仓
TSLA
TESLA INC
-$244.5K
0
-100%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$233.2K
8,342
增持
JPM
JPMORGAN CHASE & CO
+$227.3K
6,450
+3%
建仓
DVN
DEVON ENERGY CORP NEW
+$222.0K
4,424
增持
ABBV
ABBVIE INC
+$221.8K
7,026
+3%
建仓
VNQ
VANGUARD INDEX FDS
+$215.9K
2,497
建仓
STZ
CONSTELLATION BRANDS INC
+$214.4K
789
增持
ET
ENERGY TRANSFER L P
+$206.8K
89,786
+3%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$203.1K
0
-100%
清仓
TR
TOOTSIE ROLL INDS INC
-$202.3K
0
-100%
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$201.2K
8,531
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$200.5K
3,251
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$194.6K
6,541
+1%
增持
LLY
ELI LILLY & CO
+$185.8K
791
+7%
减持
BA
BOEING CO
-$173.3K
2,021
-6%
减持
AMZN
AMAZON COM INC
+$172.1K
14,386
-10%
减持
NVDA
NVIDIA CORPORATION
+$164.0K
455
-9%
减持
—
GLOBAL MED REIT INC
-$158.0K
53,073
-5%
增持
CVX
CHEVRON CORP NEW
+$147.0K
14,030
+1%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$143.2K
47,202
-12%
增持
PWR
QUANTA SVCS INC
+$142.7K
2,669
+5%
减持
SPG
SIMON PPTY GROUP INC NEW
+$136.3K
14,271
-3%
减持
IRM
IRON MTN INC DEL
+$136.2K
22,895
-6%
增持
FISV
FISERV INC
+$130.3K
4,673
+1%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$125.9K
59,622
-1%
减持
AM
ANTERO MIDSTREAM CORP
+$120.3K
95,556
-2%
增持
AMAT
APPLIED MATLS INC
+$114.4K
2,264
+4%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$106.8K
30,075
-5%
减持
ZTS
ZOETIS INC
-$105.5K
2,128
-10%
减持
XEL
XCEL ENERGY INC
-$101.0K
8,580
-6%
减持
V
VISA INC
+$100.1K
7,277
-2%
增持
—
EXXON MOBIL CORP
+$93.6K
5,465
+1%
减持
COST
COSTCO WHSL CORP NEW
+$92.7K
1,641
-2%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$88.3K
8,971
+1%
增持
SPYD
SPDR SER TR
+$87.5K
23,419
+6%
增持
CALF
PACER FDS TR
+$83.5K
10,711
+16%
增持
SYK
STRYKER CORPORATION
+$79.3K
1,280
+1%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$76.0K
54,007
+1%
减持
—
ACCENTURE PLC IRELAND
-$74.2K
3,716
-4%
增持
VTV
VANGUARD INDEX FDS
+$72.5K
1,793
+22%
减持
GOOG
ALPHABET INC
+$72.4K
9,623
-3%
减持
CCI
CROWN CASTLE INC
-$69.2K
5,727
-2%
减持
EW
EDWARDS LIFESCIENCES CORP
+$68.8K
5,535
-8%
减持
HON
HONEYWELL INTL INC
-$68.3K
2,810
-9%
减持
DIS
DISNEY WALT CO
+$66.6K
2,289
-3%
增持
CL
COLGATE PALMOLIVE CO
+$64.9K
6,208
+0%
增持
PSX
PHILLIPS 66
+$64.7K
1,700
+6%
增持
GSBD
GOLDMAN SACHS BDC INC
+$64.1K
100,007
+2%
减持
MO
ALTRIA GROUP INC
+$63.9K
26,059
-2%
减持
PG
PROCTER AND GAMBLE CO
+$62.3K
4,897
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$61.3K
935
-6%
增持
AMGN
AMGEN INC
+$59.7K
1,063
+26%
减持
ADBE
ADOBE INC
-$59.2K
514
-4%
减持
SPY
SPDR S&P 500 ETF TR
+$55.0K
1,301
-1%
减持
HASI
HANNON ARMSTRONG SUST INFR C
-$48.8K
41,400
-7%
减持
OKE
ONEOK INC NEW
+$48.3K
5,790
-2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$47.8K
32,684
-3%
减持
NKE
NIKE INC
-$41.9K
2,130
-4%
增持
KO
COCA COLA CO
+$38.6K
7,332
+5%
减持
—
TE CONNECTIVITY LTD
-$37.7K
1,689
-16%
减持
INTU
INTUIT
+$35.3K
2,409
-2%
减持
GOOGL
ALPHABET INC
-$34.5K
9,235
-10%
减持
MA
MASTERCARD INCORPORATED
+$34.5K
1,594
-7%
减持
BAC
BANK AMERICA CORP
+$34.3K
8,080
-0%
增持
GDOC
GOLDMAN SACHS ETF TR
+$34.3K
9,090
+5%
减持
SUN
SUNOCO LP/SUNOCO FIN CORP
-$31.0K
30,315
-2%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$31.0K
20,275
+7%
减持
PAVE
GLOBAL X FDS
+$29.7K
10,293
-7%
减持
RTX
RTX CORPORATION
+$27.1K
4,347
-8%
减持
TGT
TARGET CORP
+$27.0K
1,717
-12%
减持
GLP
GLOBAL PARTNERS LP
+$26.6K
54,735
-4%
减持
ENB
ENBRIDGE INC
-$25.8K
7,393
-9%
减持
DLR
DIGITAL RLTY TR INC
+$23.0K
4,207
-3%
减持
GS
GOLDMAN SACHS GROUP INC
+$21.9K
1,594
-4%
减持
ARCC
ARES CAPITAL CORP
+$21.4K
66,361
-2%
增持
IYH
ISHARES TR
+$20.9K
4,500
+400%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$18.9K
8,257
-8%
增持
VICI
VICI PPTYS INC
+$18.8K
10,501
+14%
减持
CVS
CVS HEALTH CORP
-$17.6K
2,705
-8%
增持
FPE
FIRST TR EXCH TRADED FD III
+$14.9K
30,873
+0%
增持
INTC
INTEL CORP
-$14.0K
5,604
+8%
减持
SBUX
STARBUCKS CORP
-$13.0K
2,301
-1%
减持
XLY
SELECT SECTOR SPDR TR
-$11.9K
1,532
-7%
增持
CSCO
CISCO SYS INC
+$11.8K
7,693
+4%
减持
QQQ
INVESCO QQQ TR
+$10.2K
771
-5%
减持
LMT
LOCKHEED MARTIN CORP
-$10.2K
693
-3%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$9.1K
10,003
-9%
减持
PBA
PEMBINA PIPELINE CORP
-$6.4K
65,804
-3%
减持
CRM
SALESFORCE INC
+$5.8K
2,920
-12%
减持
DE
DEERE & CO
-$4.4K
511
-5%
减持
SDY
SPDR SER TR
+$3.0K
2,469
-4%
减持
GLW
CORNING INC
-$2.1K
9,160
-8%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$210
1,689
-7%
