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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 12
增持 62
减持 66
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$9.8M
202,193
-0%
增持
LLY
ELI LILLY & CO
-$3.4M
236,707
+0%
增持
ISHG
ISHARES TR
+$3.2M
48,823
+575%
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
TSLA
TESLA INC
+$2.7M
21,514
-1%
减持
NVDA
NVIDIA CORPORATION
+$2.2M
88,265
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$1.7M
110,339
-25%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
640,380
-1%
减持
IVV
ISHARES TR
+$1.4M
47,760
-3%
减持
IEMG
ISHARES INC
+$1.2M
256,011
-2%
增持
SPEM
SPDR INDEX SHS FDS
+$1.1M
225,704
+2%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$1.1M
52,306
+8%
减持
MGK
VANGUARD WORLD FD
+$1.1M
34,291
-1%
减持
GOOG
ALPHABET INC
+$967.5K
16,715
-4%
减持
PEP
PEPSICO INC
+$966.6K
147,376
-1%
增持
DOL
WISDOMTREE TR
+$957.5K
223,723
+3%
减持
VTI
VANGUARD INDEX FDS
+$941.1K
49,789
-2%
减持
GOOGL
ALPHABET INC
+$928.6K
17,787
-8%
增持
PAVE
GLOBAL X FDS
+$891.9K
134,313
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$851.5K
16,071
+0%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$796.6K
126,565
-38%
增持
AVUV
AMERICAN CENTY ETF TR
+$736.7K
48,102
+8%
增持
STIP
ISHARES TR
+$688.6K
77,864
+9%
增持
AIQ
GLOBAL X FDS
+$664.4K
79,485
+6%
减持
SPDW
SPDR INDEX SHS FDS
+$661.5K
290,092
-0%
增持
VFH
VANGUARD WORLD FD
+$611.5K
34,311
+12%
清仓
CGBD
CARLYLE SECURED LENDING INC
-$599.7K
0
-100%
减持
SPMD
SPDR SERIES TRUST
+$568.2K
225,055
-1%
减持
DEM
WISDOMTREE TR
-$527.7K
130,240
-9%
增持
SPSB
SPDR SERIES TRUST
+$521.4K
88,785
+24%
增持
AVDV
AMERICAN CENTY ETF TR
+$510.0K
36,435
+6%
增持
EFA
ISHARES TR
+$508.2K
39,567
+11%
增持
AVLV
AMERICAN CENTY ETF TR
+$487.7K
42,909
+12%
增持
GLD
SPDR GOLD TR
+$487.5K
5,051
+18%
增持
DGRO
ISHARES TR
+$453.5K
86,476
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$448.8K
4,776
-19%
增持
SHY
ISHARES TR
+$441.5K
101,242
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$441.3K
2,008
+149%
减持
AMZN
AMAZON COM INC
-$432.8K
69,540
-3%
减持
IWM
ISHARES TR
-$428.4K
2,842
-45%
减持
VV
VANGUARD INDEX FDS
+$428.4K
21,519
-1%
建仓
COIN
COINBASE GLOBAL INC
+$421.9K
1,250
减持
BNL
BROADSTONE NET LEASE INC
+$414.8K
356,660
-4%
清仓
IHDG
WISDOMTREE TR
-$407.7K
0
-100%
减持
MLPA
GLOBAL X FDS
-$373.3K
99,737
-4%
减持
SCHE
SCHWAB STRATEGIC TR
+$373.2K
118,765
-0%
减持
VYM
VANGUARD WHITEHALL FDS
+$369.7K
58,226
-1%
增持
MUB
ISHARES TR
+$362.6K
37,005
+8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$360.2K
6,039
+11%
增持
IEI
ISHARES TR
+$345.4K
37,612
+8%
增持
DGS
WISDOMTREE TR
+$339.2K
135,047
+1%
减持
—
ACCENTURE PLC IRELAND
-$338.1K
2,351
-23%
清仓
IXP
ISHARES TR
-$337.0K
0
-100%
增持
AVES
AMERICAN CENTY ETF TR
+$336.5K
78,763
+1%
清仓
PREF
PRINCIPAL EXCHANGE TRADED FD
-$330.1K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$317.7K
44,367
-2%
增持
SHYG
ISHARES TR
+$312.1K
58,838
+14%
建仓
DOCU
DOCUSIGN INC
+$302.8K
4,200
减持
MSFT
MICROSOFT CORP
+$292.5K
22,590
-2%
减持
BIL
SPDR SERIES TRUST
-$283.9K
27,822
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$277.6K
16,789
-0%
减持
DFAS
DIMENSIONAL ETF TRUST
+$260.2K
56,526
-0%
建仓
CVX
CHEVRON CORP NEW
+$258.4K
1,664
建仓
INTC
INTEL CORP
+$253.6K
7,560
增持
DGRW
WISDOMTREE TR
+$252.8K
27,514
+5%
建仓
QCOM
QUALCOMM INC
+$249.2K
1,498
减持
VO
VANGUARD INDEX FDS
+$245.0K
24,697
-1%
减持
DVYE
ISHARES INC
-$238.0K
24,212
-28%
减持
SCZ
ISHARES TR
+$227.4K
63,657
-1%
清仓
BKNG
BOOKING HOLDINGS INC
-$226.4K
0
-100%
建仓
TJX
TJX COS INC NEW
+$221.0K
1,529
建仓
LOW
LOWES COS INC
+$220.9K
879
减持
DES
WISDOMTREE TR
+$220.7K
165,078
-2%
减持
IWF
ISHARES TR
+$220.5K
5,272
-0%
清仓
EXEL
EXELIXIS INC
-$220.4K
0
-100%
清仓
ES
EVERSOURCE ENERGY
-$219.5K
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$219.2K
1,227
清仓
ILMN
ILLUMINA INC
-$215.6K
0
-100%
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$214.3K
1,594
减持
AVGO
BROADCOM INC
-$210.8K
3,359
-30%
增持
ITOT
ISHARES TR
+$210.1K
19,495
+0%
清仓
CMCSA
COMCAST CORP NEW
-$210.1K
0
-100%
建仓
C
CITIGROUP INC
+$206.0K
2,030
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$205.3K
0
-100%
建仓
AMOM
EXCHANGE LISTED FDS TR
+$200.1K
4,142
增持
GDX
VANECK ETF TRUST
+$197.4K
7,179
+6%
减持
QQQ
INVESCO QQQ TR
+$192.8K
5,825
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$186.8K
3,912
+8%
增持
SHLD
GLOBAL X FDS
+$184.6K
13,314
+7%
减持
TXN
TEXAS INSTRS INC
-$177.2K
6,983
-1%
增持
RTX
RTX CORPORATION
+$173.7K
5,163
+9%
增持
VOO
VANGUARD INDEX FDS
+$170.5K
2,829
+3%
减持
EWX
SPDR INDEX SHS FDS
+$164.2K
33,455
-1%
增持
SPG
SIMON PPTY GROUP INC NEW
+$159.9K
4,615
+5%
减持
JNJ
JOHNSON & JOHNSON
+$157.1K
7,889
-8%
减持
IDEV
ISHARES TR
+$156.5K
56,602
-2%
减持
EPI
WISDOMTREE TR
-$156.0K
13,600
-15%
增持
ORCL
ORACLE CORP
+$155.6K
1,438
+26%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$154.7K
38,282
-1%
减持
PFF
ISHARES TR
-$149.6K
16,718
-24%
减持
BND
VANGUARD BD INDEX FDS
-$147.0K
32,984
-7%
减持
WTAI
WISDOMTREE TR
+$146.4K
37,818
-1%
增持
NEE
NEXTERA ENERGY INC
+$144.7K
23,148
+0%
增持
SUB
ISHARES TR
+$129.1K
29,902
+4%
增持
COST
COSTCO WHSL CORP NEW
-$127.9K
2,020
+0%
减持
SPYM
SPDR SERIES TRUST
+$127.9K
25,019
-1%
减持
AVDE
AMERICAN CENTY ETF TR
+$127.3K
36,623
-2%
减持
IDV
ISHARES TR
+$125.9K
61,911
-0%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$124.4K
12,088
+2%
增持
PSCT
INVESCO EXCH TRADED FD TR II
+$110.2K
14,584
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$109.1K
6,475
-1%
减持
HD
HOME DEPOT INC
+$108.4K
3,096
-1%
减持
DON
WISDOMTREE TR
+$104.0K
87,001
-2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$100.8K
5,589
+6%
减持
VB
VANGUARD INDEX FDS
+$98.5K
5,880
-0%
减持
FLOT
ISHARES TR
-$98.1K
39,219
-5%
增持
O
REALTY INCOME CORP
+$95.8K
16,900
+5%
减持
UPS
UNITED PARCEL SERVICE INC
-$94.6K
2,663
-15%
增持
SCHM
SCHWAB STRATEGIC TR
+$91.4K
33,768
+4%
增持
CSX
CSX CORP
+$91.2K
29,795
+1%
减持
PSCH
INVESCO EXCH TRADED FD TR II
-$91.1K
11,689
-19%
增持
AFL
AFLAC INC
+$87.7K
13,202
+0%
增持
MO
ALTRIA GROUP INC
+$85.8K
11,526
+0%
增持
MRK
MERCK & CO INC
+$82.3K
15,665
+1%
增持
SHYD
VANECK ETF TRUST
+$69.1K
44,957
+6%
减持
LMT
LOCKHEED MARTIN CORP
-$68.0K
682
-23%
增持
BAC
BANK AMERICA CORP
+$66.5K
11,140
+4%
增持
SCHX
SCHWAB STRATEGIC TR
+$64.6K
33,645
+0%
减持
ITW
ILLINOIS TOOL WKS INC
+$64.3K
9,957
-3%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$61.7K
5,086
+7%
减持
REGL
PROSHARES TR
+$61.0K
51,853
-3%
减持
CR
CRANE COMPANY
-$59.7K
2,945
-7%
减持
META
META PLATFORMS INC
-$57.0K
7,412
-1%
减持
REM
ISHARES TR
-$55.6K
14,450
-17%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$54.6K
38,920
+4%
建仓
BOF
BRANCHOUT FOOD INC
+$51.3K
25,000
增持
SMCI
SUPER MICRO COMPUTER INC
+$50.6K
7,700
+18%
增持
CL
COLGATE PALMOLIVE CO
-$49.0K
4,635
+0%
增持
—
EATON CORP PLC
+$47.7K
696
+17%
减持
VGT
VANGUARD WORLD FD
-$44.0K
427
-22%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$42.4K
7,967
+3%
增持
BLK
BLACKROCK INC
+$41.8K
331
+1%
增持
PG
PROCTER AND GAMBLE CO
+$41.1K
6,973
+8%
增持
—
EXXON MOBIL CORP
+$40.7K
3,852
+6%
减持
SCHH
SCHWAB STRATEGIC TR
+$37.8K
93,151
-0%
增持
IJR
ISHARES TR
+$36.8K
3,852
+0%
增持
PFE
PFIZER INC
+$35.6K
26,768
+0%
减持
MDLZ
MONDELEZ INTL INC
-$35.4K
5,082
-3%
减持
V
VISA INC
-$34.7K
1,628
-2%
增持
STAG
STAG INDL INC
+$33.0K
29,551
+6%
增持
SCHA
SCHWAB STRATEGIC TR
+$32.5K
10,718
+2%
