小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 106 项
建仓 14
增持 49
减持 40
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$2.4M
71,950
+2%
减持
ABR
ARBOR REALTY TRUST INC
-$1.8M
59,021
-72%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
11,761
+158%
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
MSFT
MICROSOFT CORP
+$1.1M
6,145
+16%
增持
AVGO
BROADCOM INC
+$903.1K
7,414
+9%
增持
SPTM
SPDR SERIES TRUST
+$767.0K
94,512
+2%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$729.5K
58,994
-0%
增持
—
LYONDELLBASELL INDUSTRIES N
+$597.7K
17,196
+205%
增持
VXUS
VANGUARD STAR FDS
+$572.9K
45,134
+10%
减持
AAPL
APPLE INC
-$553.4K
29,524
-1%
建仓
—
ISHARES TR
+$550.0K
23,546
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$435.7K
23,327
-1%
减持
AMZN
AMAZON COM INC
+$380.0K
13,771
-1%
减持
INTU
INTUIT
+$375.0K
2,357
-2%
建仓
PFFA
ETFIS SER TR I
+$356.2K
17,100
增持
PWR
QUANTA SVCS INC
+$336.8K
2,583
+3%
减持
IRM
IRON MTN INC DEL
+$331.3K
20,913
-1%
增持
JPM
JPMORGAN CHASE & CO.
+$330.3K
5,787
+5%
建仓
ECG
EVERUS CONSTR GROUP
+$317.6K
5,000
建仓
META
META PLATFORMS INC
+$289.3K
392
增持
ARTY
ISHARES TR
+$283.9K
28,902
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$279.6K
5,544
+2%
增持
CVX
CHEVRON CORP NEW
-$263.2K
14,753
+4%
增持
GS
GOLDMAN SACHS GROUP INC
+$250.6K
1,170
+11%
建仓
MRK
MERCK & CO INC
+$243.4K
3,074
建仓
ORCL
ORACLE CORP
+$239.4K
1,095
建仓
BAC
BANK AMERICA CORP
+$225.6K
4,767
建仓
PM
PHILIP MORRIS INTL INC
+$224.0K
1,230
建仓
CAT
CATERPILLAR INC
+$217.8K
561
建仓
—
TE CONNECTIVITY PLC
+$215.1K
1,275
建仓
SHLD
GLOBAL X FDS
+$213.6K
3,545
清仓
DSEP
FIRST TR EXCHNG TRADED FD VI
-$211.9K
0
-100%
建仓
BA
BOEING CO
+$209.8K
1,001
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$208.9K
1,503
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$205.6K
4,650
-8%
建仓
QQQ
INVESCO QQQ TR
+$204.7K
371
清仓
GNOV
FIRST TR EXCHNG TRADED FD VI
-$200.8K
0
-100%
增持
GOOG
ALPHABET INC
+$197.6K
7,646
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$190.4K
726
-9%
增持
JNJ
JOHNSON & JOHNSON
+$190.0K
4,085
+56%
减持
PBA
PEMBINA PIPELINE CORP
-$189.4K
60,623
-1%
增持
TOST
TOAST INC
+$161.3K
11,521
+10%
增持
ABBV
ABBVIE INC
-$159.3K
6,884
+0%
减持
SUN
SUNOCO LP/SUNOCO FIN CORP
-$146.0K
24,875
-2%
增持
DLR
DIGITAL RLTY TR INC
+$144.7K
4,500
+1%
清仓
GSBD
GOLDMAN SACHS BDC INC
-$132.0K
0
-100%
增持
KO
COCA COLA CO
+$128.6K
5,661
+49%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
-$110.7K
6,057
-32%
减持
—
GLOBAL MED REIT INC
-$100.7K
38,745
-8%
减持
IWM
ISHARES TR
-$98.9K
1,276
-32%
增持
SPYI
NEOS ETF TRUST
+$90.3K
37,045
+0%
减持
SPG
SIMON PPTY GROUP INC NEW
-$86.0K
13,666
-1%
减持
AMAT
APPLIED MATLS INC
+$78.5K
2,144
-1%
减持
AM
ANTERO MIDSTREAM CORP
+$76.3K
90,752
-1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$75.9K
24,148
-16%
增持
PANW
PALO ALTO NETWORKS INC
+$73.3K
2,106
+0%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$72.6K
42,127
-1%
减持
SMH
VANECK ETF TRUST
+$72.5K
1,126
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$70.2K
1,943
+2%
增持
CSCO
CISCO SYS INC
+$69.7K
5,277
+10%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$68.5K
5,367
+15%
减持
NOW
SERVICENOW INC
+$66.6K
414
-8%
增持
CRM
SALESFORCE INC
+$66.1K
3,493
+6%
减持
GLP
GLOBAL PARTNERS LP
-$65.5K
47,365
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$65.5K
6,114
+7%
减持
CCI
CROWN CASTLE INC
-$60.7K
5,753
-8%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$60.1K
9,679
+16%
增持
GLW
CORNING INC
+$59.2K
8,022
+1%
减持
FV
FIRST TR EXCHANGE TRADED FD
+$56.1K
17,175
-2%
增持
V
VISA INC
+$54.9K
6,550
+1%
增持
BND
VANGUARD BD INDEX FDS
+$54.5K
17,835
+4%
减持
FJAN
FIRST TR EXCHNG TRADED FD VI
-$50.6K
4,666
-24%
增持
OKE
ONEOK INC NEW
-$50.5K
5,692
+10%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$47.4K
7,651
-1%
减持
COST
COSTCO WHSL CORP NEW
+$42.8K
1,140
-1%
减持
PAVE
GLOBAL X FDS
+$42.2K
7,704
-1%
增持
ABT
ABBOTT LABS
+$42.0K
3,687
+6%
增持
MO
ALTRIA GROUP INC
+$38.5K
27,205
+5%
增持
—
EXXON MOBIL CORP
-$38.1K
4,419
+2%
减持
PFE
PFIZER INC
-$35.5K
29,761
-0%
减持
ZTS
ZOETIS INC
-$33.3K
1,560
-7%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$33.1K
2,667
-1%
增持
ET
ENERGY TRANSFER L P
-$28.9K
89,615
+1%
减持
QCOM
QUALCOMM INC
-$28.9K
1,282
-15%
减持
XEL
XCEL ENERGY INC
-$28.3K
7,880
-1%
增持
SYK
STRYKER CORPORATION
+$26.8K
588
+6%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$24.0K
48,450
+1%
增持
PG
PROCTER AND GAMBLE CO
+$21.2K
3,725
+11%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$18.6K
4,648
-4%
增持
LLY
ELI LILLY & CO
-$16.2K
473
+2%
增持
ENB
ENBRIDGE INC
+$15.3K
7,982
+2%
减持
LMT
LOCKHEED MARTIN CORP
-$14.4K
483
-9%
增持
SPYD
SPDR SERIES TRUST
+$12.2K
25,953
+5%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$11.8K
9,680
-2%
增持
FSK
FS KKR CAP CORP
+$10.1K
69,973
+2%
增持
PRU
PRUDENTIAL FINL INC
-$9.7K
4,269
+2%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$9.0K
5,179
-9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.6K
31,003
+1%
减持
GMAR
FIRST TR EXCHNG TRADED FD VI
-$6.7K
13,983
-6%
减持
SDY
SPDR SERIES TRUST
-$6.7K
2,043
-2%
增持
MCD
MCDONALDS CORP
+$5.6K
742
+10%
增持
AEP
AMERICAN ELEC PWR CO INC
-$3.9K
5,092
+5%
增持
GDOC
GOLDMAN SACHS ETF TR
+$3.0K
9,473
+3%
增持
—
ACCENTURE PLC IRELAND
-$2.1K
3,817
+4%
增持
VNQ
VANGUARD INDEX FDS
+$646
2,867
+2%
减持
DJAN
FIRST TR EXCHNG TRADED FD VI
+$172
8,192
-6%
