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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 25
增持 70
减持 47
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
LLY
ELI LILLY & CO
-$10.1M
236,056
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.6M
646,133
+2%
减持
NVDA
NVIDIA CORPORATION
+$4.3M
90,160
-2%
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
MSFT
MICROSOFT CORP
+$2.9M
22,935
+1%
增持
PEP
PEPSICO INC
-$2.6M
149,431
+0%
增持
MGK
VANGUARD WORLD FD
+$2.6M
34,707
+6%
增持
AMZN
AMAZON COM INC
+$2.4M
71,570
+2%
减持
IVV
ISHARES TR
+$2.2M
49,205
-2%
增持
SPEM
SPDR INDEX SHS FDS
+$2.0M
221,212
+17%
增持
SPMD
SPDR SERIES TRUST
+$1.9M
226,236
+11%
增持
STIP
ISHARES TR
+$1.6M
71,513
+29%
增持
AAPL
APPLE INC
-$1.6M
203,185
+4%
增持
SPDW
SPDR INDEX SHS FDS
+$1.5M
290,232
+3%
增持
META
META PLATFORMS INC
+$1.3M
7,452
+2%
增持
EFA
ISHARES TR
+$1.3M
35,643
+53%
减持
BND
VANGUARD BD INDEX FDS
-$1.1M
35,312
-31%
增持
DOL
WISDOMTREE TR
+$1.1M
217,743
+1%
增持
PAVE
GLOBAL X FDS
+$1.0M
126,329
+7%
减持
IEMG
ISHARES INC
+$984.6K
261,093
-4%
增持
IEI
ISHARES TR
+$973.3K
34,844
+30%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$969.7K
16,058
-0%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$886.9K
48,482
+8%
减持
TSLA
TESLA INC
+$845.5K
21,727
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$789.3K
16,804
-0%
增持
AIQ
GLOBAL X FDS
+$785.0K
74,649
+10%
增持
VO
VANGUARD INDEX FDS
+$719.8K
25,049
+3%
减持
DGS
WISDOMTREE TR
+$687.0K
133,453
-4%
增持
EWX
SPDR INDEX SHS FDS
+$668.7K
33,645
+34%
增持
SCZ
ISHARES TR
+$666.6K
64,067
+2%
增持
IWF
ISHARES TR
+$661.3K
5,297
+20%
增持
AVDV
AMERICAN CENTY ETF TR
+$640.0K
34,483
+15%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$623.0K
34,703
-19%
建仓
IYF
ISHARES TR
+$604.3K
4,995
建仓
CGBD
CARLYLE SECURED LENDING INC
+$599.7K
43,840
减持
MUB
ISHARES TR
-$598.7K
34,247
-14%
增持
AVES
AMERICAN CENTY ETF TR
+$591.3K
78,104
+3%
建仓
IUSV
ISHARES TR
+$589.8K
6,233
增持
GOOG
ALPHABET INC
+$588.9K
17,495
+9%
减持
VV
VANGUARD INDEX FDS
+$579.8K
21,719
-1%
增持
IWN
ISHARES TR
+$576.7K
5,032
+250%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$560.6K
45,225
+1%
建仓
ISHG
ISHARES TR
+$553.5K
7,230
清仓
MSTR
MICROSTRATEGY INC
-$547.7K
0
-100%
增持
AVGO
BROADCOM INC
+$546.3K
4,785
+4%
建仓
XLF
SELECT SECTOR SPDR TR
+$525.2K
10,029
减持
PGX
INVESCO EXCH TRADED FD TR II
-$523.4K
203,478
-18%
减持
DEM
WISDOMTREE TR
+$461.7K
143,904
-0%
减持
MLPA
GLOBAL X FDS
-$449.5K
103,636
-2%
增持
DGRO
ISHARES TR
+$442.7K
84,983
+5%
减持
BNL
BROADSTONE NET LEASE INC
-$437.7K
371,261
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$416.9K
58,790
-8%
清仓
MYE
MYERS INDS INC
-$412.6K
0
-100%
建仓
EEMS
ISHARES INC
+$376.6K
5,808
建仓
SHM
SPDR SERIES TRUST
+$369.0K
7,714
减持
VNQ
VANGUARD INDEX FDS
-$361.8K
36,628
-8%
增持
IFRA
ISHARES TR
+$340.1K
16,159
+60%
建仓
IXP
ISHARES TR
+$337.0K
3,000
清仓
INTC
INTEL CORP
-$334.6K
0
-100%
建仓
PREF
PRINCIPAL EXCHANGE TRADED FD
+$330.1K
17,399
建仓
DFEM
DIMENSIONAL ETF TRUST
+$311.6K
10,500
增持
SPSB
SPDR SERIES TRUST
+$308.3K
71,807
+16%
增持
NFLX
NETFLIX INC
+$306.8K
722
+2%
增持
SCHE
SCHWAB STRATEGIC TR
+$306.2K
119,109
+0%
减持
VTI
VANGUARD INDEX FDS
+$300.2K
50,663
-8%
增持
VTEB
VANGUARD MUN BD FDS
+$296.1K
146,601
+6%
增持
BIL
SPDR SERIES TRUST
+$293.2K
30,924
+12%
减持
GOOGL
ALPHABET INC
+$290.7K
19,267
-4%
增持
SHYG
ISHARES TR
+$285.2K
51,821
+13%
增持
SHY
ISHARES TR
+$282.7K
96,035
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$271.5K
3,612
+14%
增持
COST
COSTCO WHSL CORP NEW
+$267.9K
2,018
+10%
建仓
NKE
NIKE INC
+$263.4K
3,708
清仓
IWC
ISHARES TR
-$260.4K
0
-100%
增持
ITOT
ISHARES TR
+$255.2K
19,471
+0%
增持
WTAI
WISDOMTREE TR
+$250.8K
38,018
+6%
建仓
ORCL
ORACLE CORP
+$248.7K
1,138
减持
AMD
ADVANCED MICRO DEVICES INC
+$247.2K
6,429
-1%
建仓
FINX
GLOBAL X FDS
+$239.5K
7,000
增持
DGRW
WISDOMTREE TR
+$239.1K
26,210
+7%
减持
FLOT
ISHARES TR
-$239.1K
41,192
-10%
建仓
SOXX
ISHARES TR
+$238.7K
1,000
增持
PG
PROCTER AND GAMBLE CO
+$236.9K
6,467
+39%
增持
IDV
ISHARES TR
+$233.4K
61,923
+1%
建仓
BKNG
BOOKING HOLDINGS INC
+$226.4K
39
减持
QQQ
INVESCO QQQ TR
+$225.9K
5,990
-9%
建仓
NSC
NORFOLK SOUTHN CORP
+$221.2K
864
建仓
EXEL
EXELIXIS INC
+$220.4K
5,000
建仓
AMAT
APPLIED MATLS INC
+$219.5K
1,199
清仓
CRM
SALESFORCE INC
-$216.0K
0
-100%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$215.7K
2,947
建仓
ILMN
ILLUMINA INC
+$215.6K
2,260
减持
UNH
UNITEDHEALTH GROUP INC
-$215.1K
808
-9%
建仓
—
EATON CORP PLC
+$212.6K
596
建仓
IETC
ISHARES U S ETF TR
+$211.5K
2,250
建仓
EMXC
ISHARES INC
+$206.5K
3,270
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$205.2K
7,767
+35%
清仓
LOW
LOWES COS INC
-$205.0K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$204.5K
0
-100%
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC
+$204.4K
627
清仓
CVX
CHEVRON CORP NEW
-$201.9K
0
-100%
增持
EQR
EQUITY RESIDENTIAL
+$200.3K
12,785
+38%
减持
SCHD
SCHWAB STRATEGIC TR
-$191.0K
15,034
-29%
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$188.1K
10,266
减持
PANW
PALO ALTO NETWORKS INC
-$187.0K
1,136
-54%
增持
MO
ALTRIA GROUP INC
+$182.2K
11,524
+40%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$176.2K
38,807
+1%
增持
STAG
STAG INDL INC
+$175.6K
27,836
+21%
增持
SHLD
GLOBAL X FDS
+$171.0K
12,457
+0%
减持
SPYM
SPDR SERIES TRUST
+$169.5K
25,204
-0%
增持
PFF
ISHARES TR
+$167.9K
22,106
+33%
增持
SUB
ISHARES TR
+$160.1K
28,812
+5%
增持
MRK
MERCK & CO INC
-$155.7K
15,569
+1%
减持
DES
WISDOMTREE TR
-$144.7K
168,108
-2%
增持
VOE
VANGUARD INDEX FDS
+$143.1K
17,859
+3%
减持
DON
WISDOMTREE TR
-$141.3K
88,710
-4%
减持
IJH
ISHARES TR
-$138.5K
4,718
-36%
增持
O
REALTY INCOME CORP
+$134.6K
16,169
+18%
增持
VGT
VANGUARD WORLD FD
+$133.9K
547
+30%
增持
VB
VANGUARD INDEX FDS
+$132.6K
5,894
+3%
减持
PGR
PROGRESSIVE CORP
-$128.9K
974
-29%
减持
AGG
ISHARES TR
-$127.0K
13,790
-9%
增持
SCHF
SCHWAB STRATEGIC TR
+$123.6K
48,144
+1%
减持
IEFA
ISHARES TR
+$114.7K
24,374
-4%
减持
ONEY
SPDR SERIES TRUST
-$114.2K
2,399
-30%
增持
SMCI
SUPER MICRO COMPUTER INC
+$113.1K
6,500
+8%
增持
CSCO
CISCO SYS INC
+$103.1K
7,806
+10%
增持
SCHM
SCHWAB STRATEGIC TR
+$103.0K
32,424
+5%
增持
JNJ
JOHNSON & JOHNSON
-$99.6K
8,548
+1%
减持
AFL
AFLAC INC
-$97.6K
13,152
-1%
增持
GLD
SPDR GOLD TR
+$96.7K
4,291
+2%
减持
AVUV
AMERICAN CENTY ETF TR
-$96.2K
44,467
-7%
减持
XLRE
SELECT SECTOR SPDR TR
-$93.3K
18,103
-10%
减持
DFAT
DIMENSIONAL ETF TRUST
-$88.1K
35,159
-9%
减持
VFH
VANGUARD WORLD FD
+$85.2K
30,569
-4%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$84.9K
37,485
+3%
增持
GDX
VANECK ETF TRUST
+$82.0K
6,744
+15%
减持
SCHX
SCHWAB STRATEGIC TR
+$78.8K
33,618
-0%
减持
SCHH
SCHWAB STRATEGIC TR
-$73.1K
93,169
-2%
增持
DLN
WISDOMTREE TR
+$71.9K
17,369
+2%
减持
IWM
ISHARES TR
-$71.5K
5,172
-13%
减持
DFAS
DIMENSIONAL ETF TRUST
+$70.9K
56,656
-4%
减持
AVLV
AMERICAN CENTY ETF TR
-$70.8K
38,307
-7%
减持
REGL
PROSHARES TR
-$69.5K
53,525
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$65.9K
5,279
+2%
增持
NVS
NOVARTIS AG
+$63.5K
5,205
+2%
减持
BA
BOEING CO
+$61.7K
1,976
-4%
增持
—
EXXON MOBIL CORP
+$60.5K
3,651
+30%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$59.6K
5,439
-33%
增持
ABBV
ABBVIE INC
-$59.3K
2,485
+0%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$58.5K
4,744
-12%
