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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 106 项
建仓 8
增持 42
减持 55
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON COM INC
+$1.0M
16,194
+19%
减持
MSFT
MICROSOFT CORP
-$1.0M
5,687
-28%
建仓
TSLA
TESLA INC
+$869.1K
2,152
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
+$657.4K
30,527
+2%
增持
VTI
VANGUARD INDEX FDS
+$616.8K
71,907
+1%
减持
GSBD
GOLDMAN SACHS BDC INC
-$606.6K
69,025
-34%
减持
IRM
IRON MTN INC DEL
-$401.0K
21,560
-4%
减持
ABR
ARBOR REALTY TRUST INC
-$393.3K
214,047
-1%
增持
AVGO
BROADCOM INC
+$388.6K
6,127
+2%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$375.9K
23,812
-1%
增持
FSK
FS KKR CAP CORP
+$331.7K
63,073
+20%
建仓
ECG
EVERUS CONSTR GROUP
+$328.8K
5,000
减持
PBA
PEMBINA PIPELINE CORP
-$308.6K
63,238
-1%
建仓
DPG
DUFF & PHELPS UTLITY AND INF
+$307.4K
26,300
减持
ET
ENERGY TRANSFER L P
+$303.0K
90,975
-1%
增持
SPTM
SPDR SER TR
+$292.6K
95,531
+2%
减持
EXR
EXTRA SPACE STORAGE INC
-$282.5K
8,044
-2%
增持
V
VISA INC
+$280.8K
6,794
+0%
清仓
STZ
CONSTELLATION BRANDS INC
-$254.3K
0
-100%
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$247.6K
7,077
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$243.4K
58,853
-0%
减持
HASI
HA SUSTAINABLE INFRA CAP INC
-$241.4K
30,925
-0%
建仓
DSEP
FIRST TR EXCHNG TRADED FD VI
+$227.7K
5,616
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$223.8K
1,875
建仓
SHAK
SHAKE SHACK INC
+$221.4K
1,706
减持
NVDA
NVIDIA CORPORATION
-$221.3K
5,472
-30%
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$213.0K
4,968
增持
AEP
AMERICAN ELEC PWR CO INC
+$193.8K
4,633
+104%
增持
CRM
SALESFORCE INC
+$192.1K
2,875
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$191.4K
5,925
-14%
减持
ABBV
ABBVIE INC
-$171.9K
6,994
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$170.4K
5,751
+0%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$160.9K
43,252
-2%
减持
SUN
SUNOCO LP/SUNOCO FIN CORP
-$149.7K
26,080
-6%
减持
—
GLOBAL MED REIT INC
-$149.3K
44,885
-10%
增持
NOW
SERVICENOW INC
+$139.6K
400
+26%
减持
GLP
GLOBAL PARTNERS LP
-$133.2K
49,185
-5%
减持
—
ASML HOLDING N V
-$109.2K
393
-14%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$107.8K
31,159
-2%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$92.9K
47,824
-8%
减持
LLY
ELI LILLY & CO
-$92.8K
558
-6%
减持
PAVE
GLOBAL X FDS
-$90.7K
8,189
-20%
增持
VXUS
VANGUARD STAR FDS
-$89.7K
37,458
+6%
增持
ABT
ABBOTT LABS
+$88.4K
3,345
+32%
减持
JNJ
JOHNSON & JOHNSON
-$84.0K
2,717
-8%
减持
UNH
UNITEDHEALTH GROUP INC
-$79.3K
895
-2%
减持
FISV
FISERV INC
+$75.9K
3,433
-2%
减持
GS
GOLDMAN SACHS GROUP INC
+$75.0K
1,032
-1%
增持
—
LYONDELLBASELL INDUSTRIES N
-$74.0K
3,663
+2%
减持
—
EXXON MOBIL CORP
-$71.0K
4,860
-4%
增持
CCI
CROWN CASTLE INC
-$68.4K
7,202
+18%
减持
ARTY
ISHARES TR
+$66.3K
29,477
-2%
增持
IWM
ISHARES TR
+$64.1K
1,271
+30%
减持
ZTS
ZOETIS INC
-$63.6K
1,748
-2%
增持
CL
COLGATE PALMOLIVE CO
-$62.5K
4,920
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$61.2K
1,220
-4%
增持
PWR
QUANTA SVCS INC
+$57.6K
2,687
+1%
增持
VUG
VANGUARD INDEX FDS
+$57.1K
866
+11%
减持
DLR
DIGITAL RLTY TR INC
+$55.4K
4,015
-1%
增持
BAC
BANK AMERICA CORP
+$54.5K
8,443
+6%
增持
SPYD
SPDR SER TR
-$49.4K
23,491
+1%
增持
RTX
RTX CORPORATION
+$48.7K
4,951
+14%
增持
MAR
MARRIOTT INTL INC NEW
+$45.9K
1,307
+2%
减持
GDOC
GOLDMAN SACHS ETF TR
-$45.0K
9,458
-3%
增持
ENB
ENBRIDGE INC
+$43.2K
8,093
+9%
减持
DUK
DUKE ENERGY CORP NEW
-$41.2K
3,010
-5%
增持
PFE
PFIZER INC
-$40.2K
32,007
+4%
减持
PRU
PRUDENTIAL FINL INC
-$40.1K
4,529
-5%
增持
HON
HONEYWELL INTL INC
+$39.7K
1,748
+2%
增持
BND
VANGUARD BD INDEX FDS
+$39.3K
16,207
+8%
增持
COST
COSTCO WHSL CORP NEW
+$38.6K
1,237
+0%
减持
GAB
GABELLI EQUITY TR INC
-$35.8K
11,749
-35%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$34.2K
6,108
+3%
减持
ARCC
ARES CAPITAL CORP
+$33.5K
65,011
-2%
减持
OKE
ONEOK INC NEW
+$32.1K
5,092
-3%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$30.5K
10,509
+3%
减持
VNQ
VANGUARD INDEX FDS
-$26.7K
2,813
-1%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$25.9K
9,201
+1%
增持
SPYI
NEOS ETF TRUST
+$25.7K
37,180
+2%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$25.0K
17,535
+1%
减持
MO
ALTRIA GROUP INC
+$23.5K
25,934
-1%
减持
HACK
AMPLIFY ETF TR
+$23.3K
4,850
-2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$20.8K
3,807
-3%
增持
SMH
VANECK ETF TRUST
+$20.3K
1,586
+7%
减持
RITM
RITHM CAPITAL CORP
-$20.1K
16,885
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$20.0K
2,067
-1%
增持
LMT
LOCKHEED MARTIN CORP
-$19.9K
552
+12%
增持
CVX
CHEVRON CORP NEW
+$19.7K
14,353
+3%
增持
CALF
PACER FDS TR
-$18.1K
12,791
+2%
减持
GLW
CORNING INC
+$17.6K
7,922
-0%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$16.6K
9,833
+5%
减持
MA
MASTERCARD INCORPORATED
+$16.1K
823
-3%
减持
FPE
FIRST TR EXCH TRADED FD III
-$14.3K
30,353
-0%
减持
EW
EDWARDS LIFESCIENCES CORP
+$12.0K
2,965
-6%
增持
PG
PROCTER AND GAMBLE CO
+$11.9K
3,037
+6%
增持
PANW
PALO ALTO NETWORKS INC
-$11.5K
2,054
+82%
减持
GMAR
FIRST TR EXCHNG TRADED FD VI
-$6.6K
15,413
-3%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
+$6.5K
21,700
-2%
减持
INTU
INTUIT
+$5.3K
2,395
-1%
减持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$4.2K
6,593
-1%
增持
—
ACCENTURE PLC IRELAND
-$2.1K
3,738
+0%
减持
SPG
SIMON PPTY GROUP INC NEW
+$1.8K
13,821
-2%
增持
GUT
GABELLI UTIL TR
+$1.1K
17,888
+5%
减持
SPY
SPDR S&P 500 ETF TR
+$1.0K
1,295
-2%
减持
AM
ANTERO MIDSTREAM CORP
+$271
91,805
-0%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$134
6,870
-1%
