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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 10
增持 69
减持 55
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
LLY
ELI LILLY & CO
+$12.7M
234,986
+0%
增持
AAPL
APPLE INC
-$3.8M
194,732
+4%
减持
TSLA
TESLA INC
-$3.7M
23,369
-3%
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
VTI
VANGUARD INDEX FDS
-$3.3M
54,933
-13%
增持
PAVE
GLOBAL X FDS
+$3.3M
118,321
+297%
增持
VFH
VANGUARD WORLD FD
+$3.0M
31,859
+376%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$2.8M
44,855
+1474%
建仓
BIL
SPDR SER TR
+$2.5M
27,728
建仓
AIQ
GLOBAL X FDS
+$2.5M
68,070
减持
AMZN
AMAZON COM INC
-$2.4M
69,895
-2%
增持
DOL
WISDOMTREE TR
+$2.0M
216,164
+8%
增持
STIP
ISHARES TR
+$2.0M
55,241
+48%
建仓
EFA
ISHARES TR
+$1.9M
23,292
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
633,763
-0%
增持
NVDA
NVIDIA CORPORATION
-$1.8M
91,908
+5%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$1.8M
248,495
+179%
增持
SHY
ISHARES TR
+$1.7M
92,769
+27%
增持
SPSB
SPDR SER TR
+$1.6M
61,781
+707%
减持
MOAT
VANECK ETF TRUST
-$1.6M
22,445
-41%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
16,809
-1%
减持
MSFT
MICROSOFT CORP
-$1.2M
22,770
-2%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.2M
47,575
+54%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.1M
41,155
+73%
增持
SUB
ISHARES TR
+$1.1M
27,498
+57%
增持
IVV
ISHARES TR
-$1.1M
50,405
+1%
增持
AVES
AMERICAN CENTY ETF TR
+$980.6K
76,140
+35%
增持
SHYG
ISHARES TR
+$931.8K
45,870
+92%
减持
VV
VANGUARD INDEX FDS
-$846.5K
21,852
-9%
增持
IEI
ISHARES TR
+$832.7K
26,887
+33%
增持
AVDV
AMERICAN CENTY ETF TR
+$824.4K
30,023
+54%
增持
SPDW
SPDR INDEX SHS FDS
+$822.7K
280,887
+2%
减持
GOOGL
ALPHABET INC
-$750.0K
20,077
-1%
增持
SPEM
SPDR INDEX SHS FDS
+$707.2K
189,861
+8%
减持
VNQ
VANGUARD INDEX FDS
-$701.9K
40,026
-18%
增持
BNL
BROADSTONE NET LEASE INC
+$688.9K
375,375
+4%
减持
SCHH
SCHWAB STRATEGIC TR
-$675.9K
95,052
-26%
增持
REGL
PROSHARES TR
+$642.4K
54,974
+17%
增持
STAG
STAG INDL INC
+$618.3K
23,098
+262%
增持
PEP
PEPSICO INC
+$600.4K
149,231
+4%
增持
GOOG
ALPHABET INC
-$521.3K
16,095
+1%
减持
WTAI
WISDOMTREE TR
-$491.2K
35,942
-33%
增持
O
REALTY INCOME CORP
+$485.0K
13,738
+135%
增持
SPG
SIMON PPTY GROUP INC NEW
+$484.2K
4,209
+237%
增持
IWM
ISHARES TR
+$474.1K
5,953
+84%
减持
DGRW
WISDOMTREE TR
-$455.8K
24,489
-18%
增持
EQR
EQUITY RESIDENTIAL
+$454.6K
9,256
+219%
减持
DES
WISDOMTREE TR
-$441.3K
171,585
-1%
增持
PG
PROCTER AND GAMBLE CO
+$440.4K
4,656
+121%
建仓
IJH
ISHARES TR
+$431.1K
7,388
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$428.6K
42,816
-13%
增持
MGK
VANGUARD WORLD FD
-$389.6K
32,769
+7%
减持
BND
VANGUARD BD INDEX FDS
-$349.4K
50,815
-10%
增持
SHLD
GLOBAL X FDS
+$343.9K
12,450
+98%
清仓
AMAT
APPLIED MATLS INC
-$341.7K
0
-100%
清仓
ILMN
ILLUMINA INC
-$333.9K
0
-100%
减持
—
FIBROBIOLOGICS INC
-$331.1K
260,081
-8%
减持
MLPA
GLOBAL X FDS
+$310.2K
106,182
-2%
增持
DGS
WISDOMTREE TR
+$302.4K
138,376
+6%
减持
PSCT
INVESCO EXCH TRADED FD TR II
-$297.0K
15,586
-19%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$288.3K
8,079
+55%
清仓
—
CHUBB LIMITED
-$281.3K
0
-100%
清仓
IGSB
ISHARES TR
-$278.0K
0
-100%
建仓
GDX
VANECK ETF TRUST
+$269.1K
5,854
建仓
SPYV
SPDR SER TR
+$267.0K
5,228
减持
AGG
ISHARES TR
-$266.3K
15,113
-17%
减持
IEMG
ISHARES INC
+$262.2K
272,165
-1%
清仓
SPSM
SPDR SER TR
-$261.2K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$258.5K
0
-100%
减持
LQD
ISHARES TR
-$254.3K
7,505
-25%
增持
IDV
ISHARES TR
+$246.5K
61,366
+1%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$245.0K
0
-100%
清仓
EEMS
ISHARES INC
-$236.5K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$236.4K
44,825
-2%
清仓
NKE
NIKE INC
-$235.2K
0
-100%
清仓
FINX
GLOBAL X FDS
-$231.0K
0
-100%
减持
PSCH
INVESCO EXCH TRADED FD TR II
-$225.1K
14,560
-25%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$225.1K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$224.4K
1,414
减持
EWX
SPDR INDEX SHS FDS
-$224.0K
25,045
-11%
减持
ROK
ROCKWELL AUTOMATION INC
-$218.2K
2,120
-21%
减持
EPI
WISDOMTREE TR
-$216.9K
17,750
-19%
清仓
IETC
ISHARES U S ETF TR
-$215.9K
0
-100%
清仓
SOXX
ISHARES TR
-$215.5K
0
-100%
增持
IEFA
ISHARES TR
+$213.6K
25,381
+5%
清仓
SQ
BLOCK INC
-$212.9K
0
-100%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$205.4K
6,000
建仓
XLE
SELECT SECTOR SPDR TR
+$204.5K
2,188
增持
QQQ
INVESCO QQQ TR
+$203.3K
6,565
+17%
清仓
CXT
CRANE NXT CO
-$202.0K
0
-100%
建仓
CVX
CHEVRON CORP NEW
+$201.9K
1,207
清仓
ICLN
ISHARES TR
-$197.6K
0
-100%
增持
GLD
SPDR GOLD TR
+$197.1K
4,204
+0%
增持
SCHF
SCHWAB STRATEGIC TR
+$190.2K
47,542
+17%
增持
SPMD
SPDR SER TR
-$178.8K
202,996
+5%
减持
DON
WISDOMTREE TR
-$177.6K
92,638
-1%
减持
JNJ
JOHNSON & JOHNSON
+$177.5K
8,474
-0%
增持
SPY
SPDR S&P 500 ETF TR
-$170.9K
6,468
+0%
减持
—
ACCENTURE PLC IRELAND
-$165.8K
3,101
-4%
减持
XLRE
SELECT SECTOR SPDR TR
-$162.6K
20,147
-19%
增持
DFAS
DIMENSIONAL ETF TRUST
-$160.5K
59,225
+4%
减持
ADBE
ADOBE INC
-$159.9K
593
-32%
减持
SCZ
ISHARES TR
+$156.8K
62,802
-0%
增持
MRSH
MARSH & MCLENNAN COS INC
+$150.0K
4,676
+0%
减持
CSX
CSX CORP
-$141.6K
29,630
-6%
减持
VYM
VANGUARD WHITEHALL FDS
-$140.2K
64,006
-3%
减持
IAU
ISHARES GOLD TR
+$133.6K
16,492
-3%
增持
DGRO
ISHARES TR
+$133.1K
80,789
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$132.9K
138,891
-1%
减持
AMLP
ALPS ETF TR
+$131.7K
52,021
-3%
增持
VXF
VANGUARD INDEX FDS
-$131.0K
7,585
+0%
增持
SPYM
SPDR SER TR
+$129.8K
25,282
+14%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$127.2K
11,883
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$126.5K
3,162
+17%
增持
VBR
VANGUARD INDEX FDS
+$126.2K
2,762
+41%
减持
T
AT&T INC
+$124.8K
23,468
-1%
减持
ESGD
ISHARES TR
-$124.2K
11,914
-17%
减持
NEE
NEXTERA ENERGY INC
-$122.6K
23,284
-6%
减持
VB
VANGUARD INDEX FDS
-$122.4K
5,701
-1%
增持
MCD
MCDONALDS CORP
+$122.0K
2,874
+7%
减持
AMD
ADVANCED MICRO DEVICES INC
-$119.4K
6,473
-0%
增持
MO
ALTRIA GROUP INC
+$116.7K
8,222
+14%
减持
TXN
TEXAS INSTRS INC
-$112.5K
7,033
-4%
减持
AVDE
AMERICAN CENTY ETF TR
+$112.2K
37,323
-3%
增持
IWD
ISHARES TR
+$111.9K
3,397
+19%
增持
SGOL
ETFS GOLD TR
+$111.6K
12,370
+20%
增持
AVGO
BROADCOM INC
+$104.5K
4,615
+60%
增持
MRK
MERCK & CO INC
-$104.1K
15,465
+3%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$100.4K
1,440
-6%
减持
IHDG
WISDOMTREE TR
-$100.4K
9,050
-20%
减持
EPD
ENTERPRISE PRODS PARTNERS L
+$95.3K
36,535
-1%
减持
IDEV
ISHARES TR
+$93.5K
57,618
-4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$91.7K
5,158
+13%
减持
NYF
ISHARES TR
-$86.4K
58,225
-2%
减持
ITW
ILLINOIS TOOL WKS INC
-$86.0K
10,241
-1%
增持
MUB
ISHARES TR
+$82.9K
39,613
+3%
增持
ABBV
ABBVIE INC
+$82.2K
2,484
+1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$81.4K
5,382
+44%
减持
META
META PLATFORMS INC
-$80.7K
7,287
-0%
减持
ONEY
SPDR SER TR
-$78.4K
3,423
-18%
增持
DVY
ISHARES TR
+$78.2K
15,883
+1%
增持
MPLX
MPLX LP
+$75.8K
10,026
+4%
增持
AMGN
AMGEN INC
+$74.5K
966
+11%
减持
FLOT
ISHARES TR
-$72.0K
45,852
-3%
增持
VUG
VANGUARD INDEX FDS
+$69.5K
1,272
+30%
减持
RTX
RTX CORPORATION
+$68.6K
4,847
-2%
增持
RC
READY CAPITAL CORP
-$68.3K
40,643
+1%
增持
COST
COSTCO WHSL CORP NEW
+$66.8K
1,829
+1%
增持
V
VISA INC
+$65.4K
1,663
+2%
增持
—
EXXON MOBIL CORP
+$65.3K
2,800
+12%
增持
MORT
VANECK ETF TRUST
+$65.3K
41,020
+11%
