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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 13
增持 72
减持 61
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
LLY
ELI LILLY & CO
-$32.1M
234,965
+0%
减持
TSLA
TESLA INC
+$4.3M
24,109
-3%
减持
PEP
PEPSICO INC
-$3.4M
143,202
-1%
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
+$3.0M
187,931
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$2.5M
635,093
-1%
减持
RVTY
REVVITY INC
-$2.2M
186,671
-4%
增持
SHY
ISHARES TR
+$2.0M
72,794
+53%
减持
AMZN
AMAZON COM INC
+$1.5M
71,632
-5%
减持
BNL
BROADSTONE NET LEASE INC
-$1.2M
359,868
-4%
增持
SUB
ISHARES TR
+$1.2M
17,512
+177%
增持
MSFT
MICROSOFT CORP
+$1.0M
23,189
+14%
增持
IEMG
ISHARES INC
-$1.0M
276,264
+2%
减持
DOL
WISDOMTREE TR
-$763.2K
199,986
-1%
减持
IVV
ISHARES TR
-$729.9K
49,903
-3%
增持
NVDA
NVIDIA CORPORATION
-$680.4K
87,657
+1%
增持
MGK
VANGUARD WORLD FD
+$678.4K
30,609
+3%
增持
AVUV
AMERICAN CENTY ETF TR
+$616.7K
30,950
+25%
减持
DEM
WISDOMTREE TR
-$575.4K
150,523
-2%
减持
MUB
ISHARES TR
-$557.7K
38,422
-11%
减持
RC
READY CAPITAL CORP
-$520.5K
40,352
-65%
减持
GOOGL
ALPHABET INC
+$483.2K
20,363
-0%
增持
SHYG
ISHARES TR
+$480.1K
23,905
+91%
减持
FLOT
ISHARES TR
-$473.6K
47,421
-16%
减持
GLD
SPDR GOLD TR
-$443.3K
4,189
-27%
减持
INTC
INTEL CORP
-$430.9K
14,967
-54%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$410.1K
38,203
-13%
建仓
MORT
VANECK ETF TRUST
+$392.9K
37,000
减持
VNQ
VANGUARD INDEX FDS
-$390.7K
48,561
-1%
增持
DGRW
WISDOMTREE TR
+$381.1K
29,797
+23%
建仓
BLK
BLACKROCK INC
+$379.4K
370
建仓
MO
ALTRIA GROUP INC
+$376.8K
7,206
增持
SPMD
SPDR SER TR
+$348.7K
193,238
+4%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$348.1K
89,063
+62%
减持
GOOG
ALPHABET INC
+$338.2K
15,941
-1%
增持
IEI
ISHARES TR
+$320.6K
20,282
+18%
增持
AVDE
AMERICAN CENTY ETF TR
+$313.3K
38,475
+22%
减持
—
FIBROBIOLOGICS INC
-$306.3K
282,601
-7%
增持
SCHE
SCHWAB STRATEGIC TR
-$284.3K
124,957
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$282.7K
6,568
-12%
减持
VYM
VANGUARD WHITEHALL FDS
-$279.4K
65,793
-1%
减持
AGG
ISHARES TR
-$279.3K
18,176
-12%
建仓
IGSB
ISHARES TR
+$278.0K
5,378
减持
IDV
ISHARES TR
-$270.1K
60,522
-8%
建仓
—
EXXON MOBIL CORP
+$267.7K
2,489
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$261.7K
4,933
增持
VTI
VANGUARD INDEX FDS
+$261.2K
63,361
+1%
减持
EPI
WISDOMTREE TR
-$241.4K
21,930
-15%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$238.2K
11,873
-4%
建仓
NKE
NIKE INC
+$235.2K
3,108
清仓
—
ASML HOLDING N V
-$231.7K
0
-100%
增持
STIP
ISHARES TR
+$231.4K
37,239
+7%
增持
VOE
VANGUARD INDEX FDS
+$223.0K
17,404
+13%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$219.6K
2,850
建仓
VZ
VERIZON COMMUNICATIONS INC
+$219.5K
5,488
建仓
STAG
STAG INDL INC
+$216.0K
6,387
建仓
SPG
SIMON PPTY GROUP INC NEW
+$214.9K
1,248
增持
NEE
NEXTERA ENERGY INC
-$209.2K
24,735
+4%
清仓
ON
ON SEMICONDUCTOR CORP
-$208.3K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$208.2K
0
-100%
建仓
EQR
EQUITY RESIDENTIAL
+$208.0K
2,898
清仓
EFA
ISHARES TR
-$207.9K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$207.6K
275,546
+9%
建仓
CXT
CRANE NXT CO
+$202.0K
3,470
增持
BND
VANGUARD BD INDEX FDS
+$183.1K
56,762
+7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$177.2K
5,204
+3%
增持
SPEM
SPDR INDEX SHS FDS
-$170.1K
176,378
+4%
增持
DGS
WISDOMTREE TR
-$166.2K
130,469
+4%
减持
JNJ
JOHNSON & JOHNSON
-$163.8K
8,490
-0%
增持
DES
WISDOMTREE TR
+$163.6K
172,493
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$162.2K
17,032
-0%
增持
AVGO
BROADCOM INC
+$160.2K
2,882
+2%
增持
ET
ENERGY TRANSFER L P
+$157.0K
43,734
+2%
减持
MLPA
GLOBAL X FDS
+$155.6K
108,114
-0%
减持
IEFA
ISHARES TR
-$151.5K
24,281
-2%
减持
CSX
CSX CORP
-$151.2K
31,410
-9%
减持
MRK
MERCK & CO INC
-$150.1K
15,000
-3%
增持
SCHH
SCHWAB STRATEGIC TR
-$149.8K
129,179
+2%
减持
MRSH
MARSH & MCLENNAN COS INC
-$148.3K
4,666
-9%
增持
XLRE
SELECT SECTOR SPDR TR
+$146.7K
24,729
+26%
增持
REGL
PROSHARES TR
+$142.8K
47,003
+6%
增持
AVDV
AMERICAN CENTY ETF TR
+$141.9K
19,505
+18%
增持
DGRO
ISHARES TR
-$130.6K
79,199
+0%
增持
AVES
AMERICAN CENTY ETF TR
-$127.5K
56,498
+5%
减持
VO
VANGUARD INDEX FDS
-$123.8K
23,848
-1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$120.6K
56,840
+3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$115.3K
36,735
+3%
减持
MSTR
MICROSTRATEGY INC
+$110.9K
1,900
-5%
减持
NVS
NOVARTIS AG
-$105.7K
5,880
-1%
减持
PSCT
INVESCO EXCH TRADED FD TR II
-$103.9K
19,311
-11%
增持
ITOT
ISHARES TR
+$102.7K
19,459
+3%
减持
IAU
ISHARES GOLD TR
-$100.5K
16,942
-6%
减持
EXK
ENDEAVOUR SILVER CORP
-$95.0K
27,900
-22%
增持
AVLV
AMERICAN CENTY ETF TR
+$88.8K
23,825
+6%
增持
DVYE
ISHARES INC
-$85.5K
33,563
+0%
减持
QQQ
INVESCO QQQ TR
+$83.4K
5,624
-0%
减持
NFLX
NETFLIX INC
+$83.3K
727
-2%
减持
—
ACCENTURE PLC IRELAND
-$83.0K
3,222
-2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$82.7K
38,556
+3%
减持
VTEB
VANGUARD MUN BD FDS
-$78.5K
140,129
-0%
增持
SCZ
ISHARES TR
-$77.5K
63,095
+4%
增持
VXF
VANGUARD INDEX FDS
+$77.0K
7,567
+3%
增持
AFL
AFLAC INC
-$75.8K
13,837
+3%
减持
ITW
ILLINOIS TOOL WKS INC
-$74.0K
10,356
-1%
增持
T
AT&T INC
+$73.1K
23,668
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$72.1K
45,611
+3%
减持
UPS
UNITED PARCEL SERVICE INC
-$72.1K
3,291
-11%
增持
IWS
ISHARES TR
+$68.2K
3,166
+23%
减持
CL
COLGATE PALMOLIVE CO
-$65.3K
4,615
-5%
增持
REM
ISHARES TR
+$65.2K
19,250
+27%
减持
ADBE
ADOBE INC
-$62.9K
871
-5%
减持
SPY
SPDR S&P 500 ETF TR
-$62.7K
6,465
-2%
增持
MCD
MCDONALDS CORP
-$61.3K
2,676
+1%
减持
MDLZ
MONDELEZ INTL INC
-$61.3K
5,206
-0%
减持
ILMN
ILLUMINA INC
-$60.1K
2,499
-9%
减持
EEMS
ISHARES INC
-$58.9K
4,068
-15%
增持
UNH
UNITEDHEALTH GROUP INC
-$55.5K
948
+1%
增持
MPLX
MPLX LP
+$54.4K
9,627
+5%
增持
SCHF
SCHWAB STRATEGIC TR
-$54.2K
40,553
+0%
增持
CR
CRANE COMPANY
+$54.0K
3,370
+10%
减持
RTX
RTX CORPORATION
-$53.6K
4,955
-1%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$52.3K
3,750
-13%
增持
PFE
PFIZER INC
-$51.2K
26,223
+1%
增持
AMGN
AMGEN INC
-$50.8K
868
+0%
增持
IDEV
ISHARES TR
+$50.4K
60,118
+8%
增持
IWM
ISHARES TR
+$47.0K
3,229
+7%
增持
—
LINDE PLC
-$46.6K
859
+2%
增持
COST
COSTCO WHSL CORP NEW
+$45.8K
1,815
+0%
增持
NVO
NOVO-NORDISK A S
-$44.9K
3,005
+15%
减持
HD
HOME DEPOT INC
-$44.3K
3,162
-0%
减持
V
VISA INC
+$43.2K
1,637
-2%
增持
MA
MASTERCARD INCORPORATED
+$42.4K
2,376
+1%
增持
IWP
ISHARES TR
+$42.3K
2,679
+9%
增持
SDY
SPDR SER TR
-$42.3K
5,535
+1%
增持
O
REALTY INCOME CORP
+$41.6K
5,840
+38%
增持
SHYD
VANECK ETF TRUST
+$40.5K
42,137
+6%
增持
WFC
WELLS FARGO CO NEW
+$36.9K
5,751
+2%
减持
CRM
SALESFORCE INC
+$36.5K
805
-0%
减持
DIS
DISNEY WALT CO
+$36.2K
2,526
-0%
减持
META
META PLATFORMS INC
-$35.5K
7,311
-1%
减持
ROK
ROCKWELL AUTOMATION INC
+$34.8K
2,680
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$33.9K
48,950
+1%
减持
BA
BOEING CO
+$33.6K
2,066
-1%
增持
KRE
SPDR SER TR
+$33.6K
5,878
+7%
减持
VV
VANGUARD INDEX FDS
-$32.2K
23,964
-1%
减持
PGR
PROGRESSIVE CORP
-$30.0K
1,402
-5%
增持
VOO
VANGUARD INDEX FDS
+$29.3K
2,919
+1%
增持
PAVE
GLOBAL X FDS
-$29.0K
29,815
+1%
增持
PANW
PALO ALTO NETWORKS INC
-$24.0K
2,458
+96%
增持
CARR
CARRIER GLOBAL CORPORATION
-$23.2K
3,297
+6%
增持
BAC
BANK AMERICA CORP
+$22.6K
10,832
+1%
