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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 131 项
建仓 15
增持 46
减持 59
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
RAAX
VANECK ETF TRUST
+$1.1M
26,122
增持
VTI
VANGUARD INDEX FDS
-$1.0M
71,290
+0%
建仓
DFEB
FIRST TR EXCHNG TRADED FD VI
+$821.2K
17,335
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
CVX
CHEVRON CORPORATION
+$785.3K
14,664
-1%
减持
DSEP
FIRST TR EXCHNG TRADED FD VI
-$764.9K
9,141
-65%
建仓
BOTZ
GLOBAL X FDS
+$691.1K
20,805
增持
JNJ
JOHNSON & JOHNSON
+$665.5K
5,486
+68%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$658.0K
56,880
-4%
减持
SKYY
FIRST TR EXCHANGE-TRADED FD
-$657.6K
20,389
-8%
增持
MSFT
MICROSOFT CORP
-$654.3K
6,061
+1%
清仓
FSK
FS KKR CAP CORP
-$582.5K
0
-100%
建仓
BIZD
VANECK ETF TRUST
+$553.3K
43,225
减持
AAPL
APPLE INC
-$525.8K
27,682
-0%
建仓
IBTG
ISHARES TR
+$495.2K
21,612
建仓
SGOV
ISHARES TR
+$472.0K
4,689
清仓
CCI
CROWN CASTLE INC
-$441.5K
0
-100%
清仓
NOW
SERVICENOW INC
-$418.2K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$388.1K
7,371
+0%
增持
VXUS
VANGUARD STAR FDS
+$384.5K
52,555
+8%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$376.0K
53,257
+7%
减持
GLW
CORNING INC
+$353.9K
7,762
-3%
增持
OUNZ
VANECK MERK GOLD ETF
+$344.7K
27,410
+28%
减持
PBA
PEMBINA PIPELINE CORP
+$342.7K
56,834
-2%
减持
NVDA
NVIDIA CORPORATION
-$328.9K
8,284
-13%
增持
PWR
QUANTA SVCS INC
+$324.0K
2,519
+0%
建仓
GLD
SPDR GOLD TR
+$308.9K
718
建仓
UBER
UBER TECHNOLOGIES INC
+$307.3K
4,272
减持
CRM
SALESFORCE INC
-$298.4K
3,652
-1%
减持
AM
ANTERO MIDSTREAM CORP
+$293.0K
80,669
-7%
建仓
DJAN
FIRST TR EXCHNG TRADED FD VI
+$290.1K
6,822
减持
—
ACCENTURE PLC IRELAND
-$281.1K
1,643
-27%
增持
AMZN
AMAZON COM INC
-$279.5K
13,704
+1%
增持
V
VISA INC
-$271.5K
6,505
+2%
增持
INTU
INTUIT
-$269.9K
1,403
+6%
清仓
DOCT
FIRST TR EXCHNG TRADED FD VI
-$251.9K
0
-100%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$246.2K
0
-100%
清仓
XRN
GLOBAL MED REIT INC
-$233.5K
0
-100%
增持
CASY
CASEYS GEN STORES INC
+$232.7K
663
+47%
增持
DTCR
GLOBAL X FDS
+$230.5K
22,149
+56%
减持
ET
ENERGY TRANSFER L P
+$230.5K
90,704
-2%
减持
SUN
SUNOCO LP/SUNOCO FIN CORP
+$227.6K
21,880
-4%
减持
IRM
IRON MTN INC DEL
+$220.9K
17,781
-8%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$220.3K
4,389
清仓
QCOM
QUALCOMM INC
-$219.3K
0
-100%
清仓
ORCL
ORACLE CORP
-$213.4K
0
-100%
清仓
BST
BLACKROCK SCIENCE & TECHNOLO
-$205.7K
0
-100%
建仓
DVY
ISHARES TR
+$204.9K
1,353
增持
AMAT
APPLIED MATLS INC
+$204.4K
2,210
+3%
建仓
PM
PHILIP MORRIS INTL INC
+$203.4K
1,230
建仓
DVN
DEVON ENERGY CORP NEW
+$201.0K
3,995
减持
—
LYONDELLBASELL INDUSTRIES NV
+$200.7K
5,657
-4%
清仓
DAUG
FIRST TR EXCHNG TRADED FD VI
-$200.6K
0
-100%
减持
—
EXXON MOBIL CORP
+$200.1K
4,243
-2%
增持
TXUE
THORNBURG ETF TR
+$192.0K
28,236
+23%
清仓
FPE
FIRST TR EXCH TRADED FD III
-$187.7K
0
-100%
减持
AVGO
BROADCOM INC
-$183.6K
3,882
-3%
减持
OKE
ONEOK INC NEW
+$183.0K
12,578
-3%
减持
SPYI
NEOS ETF TRUST
-$175.3K
33,880
-4%
建仓
STWD
STARWOOD PPTY TR INC
+$174.5K
10,133
减持
PRU
PRUDENTIAL FINL INC
-$165.6K
3,844
-20%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$160.0K
995
-15%
减持
MO
ALTRIA GROUP INC
+$154.8K
25,847
-4%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$150.4K
21,186
+35%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$145.4K
3,350
-6%
减持
ARCC
ARES CAPITAL CORP
-$144.1K
59,245
-1%
增持
GPIX
GOLDMAN SACHS ETF TR
+$140.3K
11,787
+38%
增持
SPYD
SPDR SERIES TRUST
+$137.8K
28,049
+7%
减持
OHI
OMEGA HEALTHCARE INVS INC
-$125.6K
36,883
-6%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$123.7K
2,306
+39%
减持
LLY
ELI LILLY & CO
-$116.5K
426
-10%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$115.1K
10,300
-44%
增持
DLR
DIGITAL RLTY TR INC
+$112.8K
4,242
+1%
减持
ABBV
ABBVIE INC
-$111.2K
6,471
-3%
增持
GOOG
ALPHABET INC
-$109.9K
7,924
+4%
增持
PFE
PFIZER INC
+$106.0K
29,392
+2%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$105.9K
11,925
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$101.5K
6,292
+4%
增持
JPM
JPMORGAN CHASE & CO
-$100.8K
5,984
+4%
减持
HASI
HA SUSTAINABLE INFRA CAP INC
+$97.3K
29,810
-6%
减持
URI
UNITED RENTALS INC
-$91.8K
385
-16%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$90.8K
25,988
-5%
增持
AEP
AMERICAN ELEC PWR CO INC
+$89.7K
5,315
+1%
减持
ABR
ARBOR REALTY TRUST INC
-$88.4K
16,329
-41%
减持
HON
HONEYWELL INTL INC
+$86.3K
4,208
-5%
减持
ABT
ABBOTT LABORATORIES
-$85.7K
3,664
-1%
增持
SPTM
SPDR SERIES TRUST
-$81.6K
100,279
+3%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$78.8K
23,100
+13%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$78.1K
11,800
+2%
减持
CAT
CATERPILLAR INC
+$70.4K
553
-1%
减持
SPG
SIMON PPTY GROUP INC NEW
-$69.3K
12,625
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$68.7K
2,342
+12%
减持
CL
COLGATE PALMOLIVE CO
-$68.7K
3,260
-26%
增持
ENB
ENBRIDGE INC
+$68.2K
7,962
+5%
减持
MA
MASTERCARD INCORPORATED
-$63.6K
813
-1%
减持
LMT
LOCKHEED MARTIN CORP
+$60.8K
520
-1%
增持
CDIG
EA SERIES TRUST
+$60.4K
23,373
+12%
增持
DUK
DUKE ENERGY CORP NEW
+$56.6K
3,063
+4%
减持
PFFA
ETFIS SER TR I
-$56.4K
14,800
-11%
减持
EXR
EXTRA SPACE STORAGE INC
-$54.9K
6,232
-7%
减持
COST
COSTCO WHOLESALE CORPORATION
+$51.7K
1,022
-9%
减持
FV
FIRST TR EXCHANGE TRADED FD
-$51.6K
15,579
-1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$50.5K
1,275
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$48.8K
5,288
+14%
减持
DPG
DUFF & PHELPS UTLITY AND INF
+$46.9K
33,750
-3%
减持
BA
BOEING CO
-$46.4K
1,050
-11%
减持
GLP
GLOBAL PARTNERS LP
-$45.4K
41,160
-3%
增持
FTNT
FORTINET INC
+$42.2K
9,675
+3%
增持
ARTY
ISHARES TR
+$41.3K
34,547
+6%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$34.0K
5,749
+7%
减持
RITM
RITHM CAPITAL CORP
-$33.3K
14,801
-7%
减持
GDOC
GOLDMAN SACHS ETF TR
-$32.3K
9,857
-1%
减持
RTX
RTX CORPORATION
-$30.3K
3,378
-9%
增持
PAVE
GLOBAL X FDS
+$29.2K
7,820
+2%
增持
SHLD
GLOBAL X FDS
+$27.4K
3,817
+2%
减持
CM
CANADIAN IMPERIAL BANK OF CO
-$18.2K
4,350
-8%
增持
PANW
PALO ALTO NETWORKS INC
-$17.1K
2,313
+10%
增持
XLU
SELECT SECTOR SPDR TR
+$15.6K
4,859
+0%
减持
—
VIKING HOLDINGS LTD
-$15.4K
6,353
-6%
增持
BAI
BLACKROCK ETF TRUST
+$13.8K
8,250
+6%
增持
VUG
VANGUARD INDEX FDS
+$11.1K
1,043
+14%
减持
SDY
SPDR SERIES TRUST
+$9.5K
2,013
-1%
减持
VTV
VANGUARD INDEX FDS
+$7.9K
1,838
-0%
增持
BND
VANGUARD BD INDEX FDS
+$7.0K
18,156
+1%
增持
EW
EDWARDS LIFESCIENCES CORP
-$5.2K
3,091
+4%
减持
MRK
MERCK & CO INC
-$4.9K
1,773
-14%
增持
CAG
CONAGRA BRANDS INC
-$2.4K
12,400
+9%
减持
VNQ
VANGUARD INDEX FDS
-$1.3K
2,853
-1%
减持
MAR
MARRIOTT INTL INC NEW
+$1.1K
1,210
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$951
4,965
-11%
减持
GUT
GABELLI UTIL TR
-$405
17,762
-1%
增持
VICI
VICI PPTYS INC
-$286
17,229
+3%