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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 109 项
建仓 11
增持 34
减持 57
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
VTI
VANGUARD INDEX FDS
+$1.7M
71,890
-0%
减持
AAPL
APPLE INC
+$1.1M
28,216
-4%
减持
INTU
INTUIT
-$953.0K
1,323
-44%
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
SPTM
SPDR SERIES TRUST
+$745.8K
97,009
+3%
建仓
TXUE
THORNBURG ETF TR
+$596.9K
19,645
减持
AVGO
BROADCOM INC
-$487.5K
4,717
-36%
减持
—
ACCENTURE PLC IRELAND
-$474.3K
2,703
-29%
增持
HON
HONEYWELL INTL INC
+$463.3K
4,033
+144%
建仓
CDIG
EA SERIES TRUST
+$424.0K
17,020
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$375.3K
7,123
+28%
减持
SPG
SIMON PPTY GROUP INC NEW
+$355.9K
13,603
-0%
增持
VXUS
VANGUARD STAR FDS
+$337.4K
47,042
+4%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$316.3K
6,055
增持
FSK
FS KKR CAP CORP
-$313.4K
76,258
+9%
减持
ABBV
ABBVIE INC
+$308.5K
6,851
-0%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
+$282.7K
23,212
-0%
清仓
—
GLOBAL MED REIT INC
-$268.5K
0
-100%
建仓
XRN
GLOBAL MED REIT INC
+$261.2K
7,749
减持
GLP
GLOBAL PARTNERS LP
-$252.3K
46,777
-1%
清仓
MRK
MERCK & CO INC
-$243.4K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$241.3K
11,252
-4%
建仓
BAI
BLACKROCK ETF TRUST
+$240.8K
7,050
清仓
UNH
UNITEDHEALTH GROUP INC
-$226.4K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$224.0K
0
-100%
清仓
FJAN
FIRST TR EXCHNG TRADED FD VI
-$221.9K
0
-100%
建仓
CASY
CASEYS GEN STORES INC
+$220.5K
390
建仓
IWF
ISHARES TR
+$220.2K
470
建仓
DTCR
GLOBAL X FDS
+$218.1K
10,650
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$216.4K
8,300
清仓
BA
BOEING CO
-$209.8K
0
-100%
清仓
STWD
STARWOOD PPTY TR INC
-$206.1K
0
-100%
建仓
INTC
INTEL CORP
+$204.1K
6,084
建仓
BST
BLACKROCK SCIENCE & TECHNOLO
+$203.7K
4,925
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$203.0K
15,285
+58%
减持
OHI
OMEGA HEALTHCARE INVS INC
+$198.0K
41,258
-2%
减持
FISV
FISERV INC
-$195.0K
3,106
-10%
减持
MO
ALTRIA GROUP INC
+$187.1K
26,977
-1%
增持
ARTY
ISHARES TR
+$173.9K
29,682
+3%
增持
FTNT
FORTINET INC
-$167.0K
9,425
+4%
减持
CVX
CHEVRON CORP NEW
+$165.6K
14,670
-1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$161.5K
14,712
-39%
减持
JPM
JPMORGAN CHASE & CO.
+$144.0K
5,776
-0%
减持
PBA
PEMBINA PIPELINE CORP
+$133.9K
59,513
-2%
增持
—
LYONDELLBASELL INDUSTRIES N
-$120.9K
17,823
+4%
增持
—
ISHARES TR
+$119.3K
28,647
+22%
减持
SUN
SUNOCO LP/SUNOCO FIN CORP
-$119.1K
24,275
-2%
减持
HASI
HA SUSTAINABLE INFRA CAP INC
+$109.8K
32,010
-2%
减持
ARCC
ARES CAPITAL CORP
-$109.7K
63,445
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$104.9K
4,050
-13%
减持
CL
COLGATE PALMOLIVE CO
-$97.6K
4,385
-11%
减持
ET
ENERGY TRANSFER L P
-$95.8K
89,100
-1%
减持
V
VISA INC
-$93.6K
6,538
-0%
减持
EXR
EXTRA SPACE STORAGE INC
-$87.7K
7,430
-3%
增持
TOST
TOAST INC
-$84.8K
11,654
+1%
增持
CRM
SALESFORCE INC
-$79.2K
3,685
+5%
减持
MSFT
MICROSOFT CORP
+$78.0K
6,052
-2%
减持
PG
PROCTER AND GAMBLE CO
-$77.5K
3,358
-10%
减持
PWR
QUANTA SVCS INC
+$75.6K
2,539
-2%
增持
SPYI
NEOS ETF TRUST
+$74.9K
37,075
+0%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$73.7K
59,630
+1%
增持
COST
COSTCO WHSL CORP NEW
-$63.1K
1,151
+1%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$62.0K
48,542
+0%
增持
SPYD
SPDR SERIES TRUST
+$61.0K
26,418
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$60.1K
1,997
+3%
减持
SPY
SPDR S&P 500 ETF TR
+$59.3K
1,290
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$57.3K
29,864
-4%
增持
SMH
VANECK ETF TRUST
+$56.7K
1,136
+1%
减持
IRM
IRON MTN INC DEL
-$56.7K
20,486
-2%
增持
AEP
AMERICAN ELEC PWR CO INC
+$55.5K
5,190
+2%
减持
—
ASML HOLDING N V
+$52.1K
327
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$47.6K
1,170
-4%
减持
KO
COCA COLA CO
-$46.6K
5,336
-6%
增持
DPG
DUFF & PHELPS UTLITY AND INF
+$41.2K
32,850
+6%
减持
GS
GOLDMAN SACHS GROUP INC
+$40.0K
1,090
-7%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$39.9K
11,463
+8%
减持
ABR
ARBOR REALTY TRUST INC
+$39.3K
54,940
-7%
减持
CCI
CROWN CASTLE INC
-$38.8K
5,723
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$37.9K
524
+8%
增持
NOW
SERVICENOW INC
-$29.0K
431
+4%
减持
SYK
STRYKER CORPORATION
-$28.9K
551
-6%
增持
PRU
PRUDENTIAL FINL INC
+$25.7K
4,669
+9%
增持
BAC
BANK AMERICA CORP
+$24.0K
4,837
+1%
减持
FV
FIRST TR EXCHANGE TRADED FD
+$23.1K
16,810
-2%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$22.5K
1,532
+2%
增持
DUK
DUKE ENERGY CORP NEW
+$20.9K
3,039
+1%
减持
DLR
DIGITAL RLTY TR INC
-$20.4K
4,420
-2%
减持
HACK
AMPLIFY ETF TR
-$19.6K
4,600
-5%
增持
VTV
VANGUARD INDEX FDS
+$19.5K
1,816
+1%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$17.8K
9,944
+3%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$17.7K
5,398
+1%
减持
DNOV
FIRST TR EXCHNG TRADED FD VI
-$17.5K
4,368
-12%
减持
IWM
ISHARES TR
+$17.4K
1,210
-5%
减持
A
AGILENT TECHNOLOGIES INC
+$16.2K
3,050
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$14.0K
5,964
-2%
减持
GMAR
FIRST TR EXCHNG TRADED FD VI
-$13.8K
13,239
-5%
减持
PFE
PFIZER INC
+$13.7K
28,852
-3%
增持
GDOC
GOLDMAN SACHS ETF TR
+$13.7K
9,881
+4%
减持
JNJ
JOHNSON & JOHNSON
-$13.4K
3,293
-19%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$13.2K
4,643
-0%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$12.4K
2,569
-4%
增持
VICI
VICI PPTYS INC
+$10.9K
9,132
+4%
减持
DJAN
FIRST TR EXCHNG TRADED FD VI
+$10.6K
8,091
-1%
增持
OKE
ONEOK INC NEW
-$9.2K
6,242
+10%
减持
RITM
RITHM CAPITAL CORP
-$8.1K
15,926
-5%
减持
META
META PLATFORMS INC
-$5.9K
386
-2%
减持
—
VIKING HOLDINGS LTD
+$4.8K
7,128
-13%
减持
AM
ANTERO MIDSTREAM CORP
-$2.8K
88,319
-3%
减持
DMAR
FIRST TR EXCHNG TRADED FD VI
-$2.1K
4,974
-4%
减持
AMZN
AMAZON COM INC
-$815
13,756
-0%
