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Cascade Financial Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Cascade Financial Partners, LLC
报告期 2026-03-31 · CIK 0002021208
持仓数
263
前50大市值合计
$757.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 14
增持 60
减持 71
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
LLY
ELI LILLY & CO
+$36.0M
234,100
+0%
减持
AAPL
APPLE INC
+$6.4M
188,784
-0%
增持
AMZN
AMAZON COM INC
+$3.5M
73,200
+28%
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
NVDA
NVIDIA CORPORATION
+$3.3M
86,993
+925%
增持
SHY
ISHARES TR
+$2.0M
40,530
+158%
建仓
DGRW
WISDOMTREE TR
+$1.8M
23,541
清仓
—
JPMORGAN CHASE & CO
-$1.8M
0
-100%
减持
IVV
ISHARES TR
+$1.7M
51,129
-0%
建仓
—
FIBROBIOLOGICS INC
+$1.6M
315,055
增持
FLOT
ISHARES TR
+$1.2M
57,517
+64%
减持
PEP
PEPSICO INC
-$1.1M
146,176
-3%
增持
REGL
PROSHARES TR
+$978.0K
39,450
+53%
减持
VTI
VANGUARD INDEX FDS
-$947.9K
65,064
-10%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$942.7K
643,763
+1%
增持
MGK
VANGUARD WORLD FD
+$938.3K
29,274
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$927.8K
12,410
+0%
增持
TSLA
TESLA INC
+$832.8K
25,940
+3%
增持
AVES
AMERICAN CENTY ETF TR
+$760.9K
49,464
+41%
减持
VOO
VANGUARD INDEX FDS
-$760.4K
2,908
-38%
增持
IEI
ISHARES TR
+$682.6K
17,054
+51%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$659.0K
16,508
+6%
增持
MSFT
MICROSOFT CORP
+$581.5K
20,437
+1%
减持
SUB
ISHARES TR
-$561.1K
6,245
-46%
建仓
WTAI
WISDOMTREE TR
+$543.5K
26,015
减持
GOOGL
ALPHABET INC
+$407.7K
20,440
-3%
增持
AVDE
AMERICAN CENTY ETF TR
+$379.0K
29,245
+26%
减持
INTC
INTEL CORP
-$374.9K
36,261
-14%
增持
AVUV
AMERICAN CENTY ETF TR
+$373.2K
21,616
+23%
增持
QQQ
INVESCO QQQ TR
+$362.7K
5,929
+5%
增持
DGS
WISDOMTREE TR
+$355.0K
121,351
+4%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$348.4K
51,280
-9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$317.8K
44,562
+0%
减持
IEMG
ISHARES INC
+$303.4K
265,657
-3%
减持
ITW
ILLINOIS TOOL WKS INC
-$288.4K
10,531
-4%
增持
EPI
WISDOMTREE TR
+$286.7K
23,999
+21%
减持
SPEM
SPDR INDEX SHS FDS
+$282.0K
170,445
-0%
增持
DEM
WISDOMTREE TR
+$272.8K
153,022
+1%
减持
VV
VANGUARD INDEX FDS
+$265.0K
25,730
-2%
清仓
SQ
BLOCK INC
-$231.4K
0
-100%
建仓
HASI
HANNON ARMSTRONG SUST INFR C
+$229.5K
7,754
增持
DGRO
ISHARES TR
+$228.5K
78,422
+2%
建仓
—
ASML HOLDING N V
+$227.5K
222
增持
SPDW
SPDR INDEX SHS FDS
+$225.3K
253,230
+2%
建仓
O
REALTY INCOME CORP
+$224.2K
4,244
增持
TXN
TEXAS INSTRS INC
+$222.6K
7,075
+2%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$221.0K
2,869
建仓
ISRG
INTUITIVE SURGICAL INC
+$220.2K
495
建仓
VGT
VANGUARD WORLD FD
+$218.5K
379
增持
COST
COSTCO WHSL CORP NEW
+$217.0K
1,798
+0%
减持
META
META PLATFORMS INC
-$212.3K
7,652
-4%
建仓
IWO
ISHARES TR
+$210.3K
801
建仓
CARR
CARRIER GLOBAL CORPORATION
+$209.7K
3,325
建仓
EFA
ISHARES TR
+$202.2K
2,582
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$202.1K
3,641
减持
PFE
PFIZER INC
-$201.0K
31,699
-25%
减持
RC
READY CAPITAL CORP
-$200.0K
114,325
-16%
减持
NEE
NEXTERA ENERGY INC
+$195.3K
25,645
-0%
减持
BNL
BROADSTONE NET LEASE INC
+$185.8K
394,269
-5%
减持
SCHE
SCHWAB STRATEGIC TR
+$176.7K
124,804
-0%
减持
SHYG
ISHARES TR
-$172.7K
7,520
-36%
清仓
RYLD
GLOBAL X FDS
-$167.5K
0
-100%
减持
SCHH
SCHWAB STRATEGIC TR
-$152.0K
132,450
-9%
增持
AVDV
AMERICAN CENTY ETF TR
+$145.0K
14,646
+18%
减持
JNJ
JOHNSON & JOHNSON
-$144.0K
8,252
-10%
减持
VYM
VANGUARD WHITEHALL FDS
+$133.4K
65,620
-0%
增持
AVLV
AMERICAN CENTY ETF TR
+$133.1K
15,502
+15%
减持
DVY
ISHARES TR
-$129.6K
15,250
-9%
减持
GOOG
ALPHABET INC
+$128.4K
15,811
-9%
增持
XLRE
SELECT SECTOR SPDR TR
+$123.6K
16,905
+20%
减持
ITOT
ISHARES TR
+$123.2K
19,125
-0%
减持
DFAS
DIMENSIONAL ETF TRUST
-$122.9K
55,216
-5%
增持
SPMD
SPDR SER TR
+$122.6K
182,042
+0%
增持
DOL
WISDOMTREE TR
+$116.7K
204,662
+0%
减持
MUB
ISHARES TR
-$115.7K
44,102
-2%
减持
AFL
AFLAC INC
+$115.3K
13,597
-1%
减持
MCD
MCDONALDS CORP
-$114.2K
2,625
-10%
减持
BND
VANGUARD BD INDEX FDS
-$103.6K
50,103
-4%
减持
VB
VANGUARD INDEX FDS
-$99.6K
5,779
-8%
减持
NFLX
NETFLIX INC
-$93.6K
594
-25%
增持
VOE
VANGUARD INDEX FDS
+$92.0K
15,274
+3%
增持
ADBE
ADOBE INC
+$88.3K
898
+4%
减持
MRK
MERCK & CO INC
-$84.9K
15,172
-3%
减持
KRE
SPDR SER TR
-$83.2K
5,628
-27%
增持
IDEV
ISHARES TR
+$82.7K
55,854
+1%
清仓
—
ADTHEORENT HOLDING COMPANY
-$80.3K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$79.7K
3,801
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$78.3K
147,369
+1%
减持
SPYM
SPDR SER TR
+$78.1K
22,183
-1%
减持
PANW
PALO ALTO NETWORKS INC
+$73.3K
1,242
-0%
增持
AVGO
BROADCOM INC
+$72.8K
268
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$71.9K
44,505
-1%
减持
VO
VANGUARD INDEX FDS
-$71.5K
24,424
-2%
增持
IDV
ISHARES TR
+$67.8K
64,388
+3%
增持
CL
COLGATE PALMOLIVE CO
+$65.3K
5,065
+2%
增持
CR
CRANE COMPANY
+$64.8K
3,070
+9%
减持
SPY
SPDR S&P 500 ETF TR
-$64.5K
6,609
-8%
减持
AMLP
ALPS ETF TR
+$64.4K
53,870
-1%
减持
VNQ
VANGUARD INDEX FDS
+$61.8K
49,205
-1%
增持
DES
WISDOMTREE TR
+$57.6K
165,758
+0%
减持
ROK
ROCKWELL AUTOMATION INC
-$56.3K
3,660
-2%
增持
VXF
VANGUARD INDEX FDS
+$52.5K
7,425
+3%
增持
SHYD
VANECK ETF TRUST
+$51.2K
39,837
+5%
减持
ES
EVERSOURCE ENERGY
-$50.7K
4,610
-13%
增持
IWS
ISHARES TR
+$46.0K
2,352
+18%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$44.4K
600
-8%
减持
YUM
YUM BRANDS INC
-$44.1K
1,713
-13%
减持
UNP
UNION PAC CORP
-$44.1K
3,399
-2%
减持
DIS
DISNEY WALT CO
-$44.0K
2,675
-2%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$42.9K
8,769
-14%
减持
UPS
UNITED PARCEL SERVICE INC
-$40.3K
3,759
-2%
减持
PGR
PROGRESSIVE CORP
-$40.3K
1,474
-13%
减持
WFC
WELLS FARGO CO NEW
-$39.9K
5,663
-15%
增持
AMGN
AMGEN INC
+$39.3K
861
+0%
减持
DEO
DIAGEO PLC
-$38.7K
1,664
-8%
减持
CRM
SALESFORCE INC
-$35.7K
801
-2%
增持
—
ACCENTURE PLC IRELAND
-$29.8K
3,272
+1%
减持
SGOL
ETFS GOLD TR
-$29.2K
11,070
-10%
减持
KO
COCA COLA CO
-$28.9K
5,449
-15%
减持
MLPA
GLOBAL X FDS
+$27.8K
109,715
-2%
减持
DON
WISDOMTREE TR
+$26.7K
92,133
-0%
减持
AGG
ISHARES TR
+$26.0K
23,993
-0%
减持
SCZ
ISHARES TR
-$25.8K
60,941
-1%
增持
SNPS
SYNOPSYS INC
+$24.8K
389
+5%
增持
PAVE
GLOBAL X FDS
-$23.4K
27,603
+1%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$22.8K
5,718
+0%
增持
STIP
ISHARES TR
+$22.1K
34,174
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$19.0K
19,725
-4%
减持
TIP
ISHARES TR
-$18.9K
3,491
-5%
减持
DOW
DOW INC
-$18.1K
3,833
-0%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$16.8K
14,277
+6%
增持
CSCO
CISCO SYS INC
+$16.2K
6,720
+8%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$14.8K
1,555
-3%
减持
GLD
SPDR GOLD TR
-$14.6K
5,790
-0%
增持
PFF
ISHARES TR
+$14.5K
15,342
+2%
增持
VBR
VANGUARD INDEX FDS
+$13.1K
1,721
+4%
建仓
PLX
PROTALIX BIOTHERAPEUTICS INC
+$13.0K
11,100
减持
EXK
ENDEAVOUR SILVER CORP
-$12.7K
32,900
-28%
减持
PG
PROCTER AND GAMBLE CO
+$12.4K
2,106
-2%
清仓
VLD
VELO3D INC
-$12.4K
0
-100%
减持
PSCH
INVESCO EXCH TRADED FD TR II
-$9.9K
19,560
-4%
增持
IJR
ISHARES TR
+$8.7K
2,315
+2%
减持
IWM
ISHARES TR
+$7.7K
3,212
-1%
增持
V
VISA INC
-$6.8K
1,630
+3%
减持
IWP
ISHARES TR
-$6.5K
2,253
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.2K
17,362
-1%
增持
SCHA
SCHWAB STRATEGIC TR
+$5.9K
5,290
+1%
增持
EMR
EMERSON ELEC CO
+$5.1K
3,596
+4%
增持
SPSM
SPDR SER TR
+$4.9K
5,805
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.5K
9,258
+0%
增持
AMD
ADVANCED MICRO DEVICES INC
-$3.8K
6,432
+0%
