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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 18
增持 64
减持 60
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
+$73.7M
236,617
-0%
增持
ISHG
ISHARES TR
+$6.7M
138,377
+183%
增持
SHY
ISHARES TR
+$4.7M
157,949
+56%
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
SHYG
ISHARES TR
+$4.1M
154,878
+163%
增持
STIP
ISHARES TR
+$3.6M
113,452
+46%
增持
IEI
ISHARES TR
+$3.5M
66,782
+78%
增持
SPSB
SPDR SERIES TRUST
+$3.2M
194,237
+119%
建仓
BNY
BANK NEW YORK MELLON CORP
+$2.3M
19,711
增持
DOL
WISDOMTREE TR
+$2.1M
242,761
+9%
减持
VTI
VANGUARD INDEX FDS
-$1.7M
43,635
-12%
增持
BIL
SPDR SERIES TRUST
+$1.7M
46,172
+66%
增持
MGK
VANGUARD WORLD FD
+$1.6M
37,278
+9%
增持
GOOGL
ALPHABET INC
+$1.3M
17,842
+0%
增持
GOOG
ALPHABET INC
+$1.2M
16,935
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.1M
49,475
-15%
减持
PEP
PEPSICO INC
-$1.1M
136,532
-7%
减持
AAPL
APPLE INC
+$1.1M
193,254
-4%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$1.0M
38,523
-70%
增持
EFA
ISHARES TR
+$1.0M
49,057
+24%
增持
SUB
ISHARES TR
+$1.0M
39,353
+32%
减持
MSFT
MICROSOFT CORP
-$969.3K
22,189
-2%
增持
VFH
VANGUARD WORLD FD
+$963.3K
40,949
+19%
增持
PAVE
GLOBAL X FDS
+$888.1K
152,446
+14%
增持
AVLV
AMERICAN CENTY ETF TR
+$872.9K
52,442
+22%
增持
AMZN
AMAZON COM INC
+$865.6K
69,901
+1%
增持
AIQ
GLOBAL X FDS
+$780.1K
92,526
+16%
建仓
XLP
SELECT SECTOR SPDR TR
+$699.1K
9,000
减持
IVV
ISHARES TR
-$687.4K
45,666
-4%
减持
BND
VANGUARD BD INDEX FDS
-$623.9K
24,695
-25%
减持
RVTY
REVVITY INC
-$623.3K
162,671
-13%
增持
AVUV
AMERICAN CENTY ETF TR
+$597.2K
52,802
+10%
增持
AVES
AMERICAN CENTY ETF TR
+$581.0K
87,457
+11%
增持
SPG
SIMON PPTY GROUP INC NEW
+$573.6K
7,777
+69%
增持
AVDV
AMERICAN CENTY ETF TR
+$536.2K
40,226
+10%
清仓
PFF
ISHARES TR
-$528.6K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$524.8K
11,526
-5%
减持
IEMG
ISHARES INC
-$513.4K
243,421
-5%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$504.1K
56,561
+8%
减持
VO
VANGUARD INDEX FDS
-$490.6K
23,306
-6%
增持
STAG
STAG INDL INC
+$475.4K
41,301
+40%
增持
AMD
ADVANCED MICRO DEVICES INC
+$456.3K
6,353
+14%
增持
SPEM
SPDR INDEX SHS FDS
+$429.9K
234,889
+4%
增持
META
META PLATFORMS INC
+$394.0K
8,843
+19%
减持
ITW
ILLINOIS TOOL WKS INC
-$393.2K
8,945
-10%
减持
SPDW
SPDR INDEX SHS FDS
+$367.2K
287,779
-1%
清仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
-$361.2K
0
-100%
增持
SPMD
SPDR SERIES TRUST
+$351.8K
228,332
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$350.4K
15,923
-1%
建仓
UMI
USCF ETF TR
+$340.8K
6,943
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$337.2K
8,536
减持
AGG
ISHARES TR
-$330.8K
10,536
-24%
建仓
MU
MICRON TECHNOLOGY INC
+$324.4K
1,137
增持
AVGO
BROADCOM INC
+$320.4K
4,128
+23%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$318.0K
30,321
-11%
增持
MO
ALTRIA GROUP INC
+$305.8K
18,510
+61%
减持
LQD
ISHARES TR
-$302.1K
4,743
-36%
增持
MPLX
MPLX LP
+$298.1K
16,341
+42%
建仓
AVB
AVALONBAY CMNTYS INC
+$288.8K
1,593
增持
NVDA
NVIDIA CORPORATION
+$285.9K
89,836
+2%
增持
IDV
ISHARES TR
+$280.8K
64,477
+4%
建仓
TFC
TRUIST FINL CORP
+$277.5K
5,639
清仓
IWO
ISHARES TR
-$261.8K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$250.0K
8,276
+5%
减持
MRK
MERCK & CO INC
+$236.5K
14,737
-6%
增持
CSCO
CISCO SYS INC
+$230.1K
10,112
+26%
清仓
FISV
FISERV INC
-$229.5K
0
-100%
清仓
IETC
ISHARES U S ETF TR
-$229.3K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$223.1K
34,423
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$222.3K
42,550
-4%
清仓
SPYV
SPDR SERIES TRUST
-$221.3K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$219.2K
0
-100%
建仓
ILMN
ILLUMINA INC
+$217.7K
1,660
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$216.8K
6,064
-24%
减持
HD
HOME DEPOT INC
-$216.7K
3,016
-3%
建仓
WMB
WILLIAMS COS INC
+$216.4K
3,600
建仓
GS
GOLDMAN SACHS GROUP INC
+$216.2K
246
建仓
BX
BLACKSTONE INC
+$215.6K
1,399
增持
TSLA
TESLA INC
-$214.0K
207,999
+867%
减持
SCHF
SCHWAB STRATEGIC TR
-$212.3K
37,790
-22%
减持
DGRO
ISHARES TR
-$212.1K
81,751
-5%
建仓
GILD
GILEAD SCIENCES INC
+$210.6K
1,715
建仓
ES
EVERSOURCE ENERGY
+$208.7K
3,099
建仓
PINS
PINTEREST INC
+$207.1K
8,000
清仓
CARR
CARRIER GLOBAL CORPORATION
-$204.6K
0
-100%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$203.9K
44,320
+14%
建仓
ARTY
ISHARES TR
+$202.4K
4,200
建仓
—
ASTRAZENECA PLC
+$202.0K
2,197
建仓
FPE
FIRST TR EXCH TRADED FD III
+$201.6K
11,065
减持
MOAT
VANECK ETF TRUST
-$201.5K
19,535
-13%
增持
PANW
PALO ALTO NETWORKS INC
+$198.8K
2,346
+105%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$195.9K
12,591
+37%
增持
ET
ENERGY TRANSFER L P
+$193.7K
61,755
+29%
减持
MUB
ISHARES TR
-$189.7K
35,020
-5%
减持
NEE
NEXTERA ENERGY INC
-$187.2K
19,435
-16%
增持
REGL
PROSHARES TR
+$187.2K
54,765
+6%
减持
FLOT
ISHARES TR
-$186.4K
35,727
-9%
增持
EQR
EQUITY RESIDENTIAL
+$180.6K
16,514
+24%
减持
SCHH
SCHWAB STRATEGIC TR
-$178.3K
87,647
-6%
减持
ITOT
ISHARES TR
-$177.9K
17,900
-8%
增持
AMGN
AMGEN INC
+$160.7K
1,326
+37%
减持
AVDE
AMERICAN CENTY ETF TR
-$156.9K
33,195
-9%
增持
MORT
VANECK ETF TRUST
+$156.8K
56,956
+39%
减持
DES
WISDOMTREE TR
-$156.6K
161,532
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$154.5K
6,689
+3%
减持
PG
PROCTER AND GAMBLE CO
-$153.9K
6,402
-8%
减持
XLRE
SELECT SECTOR SPDR TR
-$148.0K
15,285
-16%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$147.0K
19,296
+65%
增持
QQQ
INVESCO QQQ TR
+$145.7K
5,930
+2%
减持
GLD
SPDR GOLD TR
+$145.6K
4,898
-3%
减持
COST
COSTCO WHSL CORP NEW
-$144.2K
2,001
-1%
减持
AFL
AFLAC INC
-$138.5K
12,117
-8%
增持
DGS
WISDOMTREE TR
+$137.5K
137,119
+2%
减持
RC
READY CAPITAL CORP
-$118.0K
44,656
-20%
减持
DGRW
WISDOMTREE TR
-$117.4K
26,056
-5%
增持
O
REALTY INCOME CORP
+$117.4K
20,307
+20%
减持
DVY
ISHARES TR
-$114.0K
15,183
-4%
减持
MRSH
MARSH & MCLENNAN COS INC
-$112.0K
4,476
-4%
增持
ORCL
ORACLE CORP
+$109.8K
2,638
+83%
增持
SMCI
SUPER MICRO COMPUTER INC
-$109.4K
8,875
+15%
增持
LMT
LOCKHEED MARTIN CORP
+$107.9K
927
+36%
增持
NFLX
NETFLIX INC
-$107.0K
8,096
+1021%
增持
SPYM
SPDR SERIES TRUST
+$106.4K
25,759
+3%
减持
UNP
UNION PAC CORP
-$106.0K
2,966
-11%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$105.6K
612,549
-4%
增持
BNL
BROADSTONE NET LEASE INC
-$95.0K
361,456
+1%
减持
IAU
ISHARES GOLD TR
+$93.7K
15,492
-3%
增持
—
FIBROBIOLOGICS INC
-$92.1K
314,581
+6%
减持
IDEV
ISHARES TR
+$90.3K
56,112
-1%
减持
BA
BOEING CO
-$88.7K
1,531
-22%
减持
T
AT&T INC
-$87.7K
23,719
-1%
增持
IWM
ISHARES TR
+$84.1K
3,135
+10%
减持
SCHE
SCHWAB STRATEGIC TR
-$83.4K
118,468
-0%
减持
DEM
WISDOMTREE TR
-$82.9K
126,459
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$82.0K
6,659
+10%
减持
RTX
RTX CORPORATION
+$79.9K
5,146
-0%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$77.9K
523
-17%
增持
MCD
MCDONALDS CORP
+$76.1K
3,131
+8%
减持
DON
WISDOMTREE TR
-$75.6K
86,716
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$75.5K
37,177
-3%
减持
—
LINDE PLC
-$73.8K
689
-11%
减持
CL
COLGATE PALMOLIVE CO
-$71.7K
3,781
-18%
减持
SCHX
SCHWAB STRATEGIC TR
-$67.4K
30,426
-10%
增持
JPM
JPMORGAN CHASE & CO.
+$66.1K
4,034
+3%
减持
EBAY
EBAY INC.
-$66.0K
2,741
-18%
增持
SHYD
VANECK ETF TRUST
+$65.7K
47,803
+6%
增持
CVX
CHEVRON CORP NEW
+$64.7K
2,120
+27%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$62.9K
5,834
+15%
减持
EMR
EMERSON ELEC CO
-$62.3K
2,982
-15%
建仓
NIO
NIO INC
+$61.4K
12,048
增持
OKE
ONEOK INC NEW
+$60.8K
4,547
+21%
