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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 17
增持 60
减持 48
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
LLY
ELI LILLY & CO
-$36.6M
236,682
+0%
增持
TIP
ISHARES TR
+$14.8M
137,511
+4156%
建仓
TLH
ISHARES TR
+$12.7M
126,045
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
STIP
ISHARES TR
-$10.6M
9,699
-91%
建仓
MBB
ISHARES TR
+$9.3M
97,714
建仓
SPIB
SPDR SERIES TRUST
+$6.8M
201,916
减持
SHY
ISHARES TR
-$5.3M
93,900
-41%
增持
IEI
ISHARES TR
+$5.3M
111,559
+67%
增持
ISHG
ISHARES TR
+$4.5M
200,527
+45%
减持
SPSB
SPDR SERIES TRUST
-$4.4M
47,290
-76%
减持
AAPL
APPLE INC
-$4.4M
189,780
-2%
清仓
BIL
SPDR SERIES TRUST
-$4.2M
0
-100%
减持
AIQ
GLOBAL X FDS
-$4.1M
13,660
-85%
减持
VTI
VANGUARD INDEX FDS
-$3.2M
35,647
-18%
增持
DOL
WISDOMTREE TR
+$2.3M
269,551
+11%
增持
MSFT
MICROSOFT CORP
-$2.2M
23,115
+4%
增持
SHYG
ISHARES TR
+$2.1M
207,426
+34%
减持
MGK
VANGUARD WORLD FD
-$1.9M
36,621
-2%
减持
TSLA
TESLA INC
-$1.9M
20,036
-90%
减持
AMZN
AMAZON COM INC
-$1.6M
69,855
-0%
减持
IVV
ISHARES TR
-$1.5M
45,597
-0%
增持
AVES
AMERICAN CENTY ETF TR
+$1.4M
108,720
+24%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.4M
61,549
+17%
减持
FLOT
ISHARES TR
-$1.3M
9,497
-73%
增持
MUB
ISHARES TR
+$1.3M
47,191
+35%
减持
BND
VANGUARD BD INDEX FDS
-$1.2M
8,661
-65%
清仓
WTAI
WISDOMTREE TR
-$1.1M
0
-100%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.1M
62,578
+19%
增持
SUB
ISHARES TR
+$1.0M
49,032
+25%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.0M
613,020
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$898.0K
11,539
+0%
增持
IDV
ISHARES TR
+$896.4K
80,828
+25%
减持
VFH
VANGUARD WORLD FD
-$883.4K
37,935
-7%
增持
SPMD
SPDR SERIES TRUST
+$865.1K
237,889
+4%
减持
PEP
PEPSICO INC
+$836.7K
131,572
-4%
增持
AVDV
AMERICAN CENTY ETF TR
+$813.7K
46,002
+14%
增持
DGS
WISDOMTREE TR
+$810.9K
144,086
+5%
增持
META
META PLATFORMS INC
-$767.5K
8,861
+0%
增持
PAVE
GLOBAL X FDS
+$679.2K
156,752
+3%
增持
SPEM
SPDR INDEX SHS FDS
+$666.8K
248,602
+6%
增持
IYF
ISHARES TR
+$648.4K
10,984
+120%
增持
EFA
ISHARES TR
+$640.8K
55,099
+12%
减持
AGG
ISHARES TR
-$600.4K
4,552
-57%
减持
PG
PROCTER & GAMBLE CO
-$599.4K
2,202
-66%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$595.7K
16,358
-3%
减持
AIRR
FIRST TR EXCHANGE TRADED FD
+$594.7K
55,568
-2%
减持
GOOG
ALPHABET INC
-$565.4K
16,554
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$525.4K
15,873
-0%
清仓
LQD
ISHARES TR
-$522.6K
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$511.5K
24,506
-19%
增持
NVDA
NVIDIA CORPORATION
-$490.2K
93,258
+4%
增持
EWX
SPDR INDEX SHS FDS
+$473.7K
40,367
+21%
增持
—
EXXON MOBIL CORP
+$467.5K
5,195
+51%
增持
SPDW
SPDR INDEX SHS FDS
+$438.7K
289,571
+1%
增持
GOOGL
ALPHABET INC
-$433.9K
17,912
+0%
增持
DEM
WISDOMTREE TR
+$420.3K
127,333
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$404.6K
44,464
+20%
增持
IFRA
ISHARES TR
+$382.9K
21,559
+33%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$378.3K
47,547
+7%
增持
ET
ENERGY TRANSFER L P
+$372.9K
72,085
+17%
增持
SCZ
ISHARES TR
+$359.2K
66,479
+6%
减持
VV
VANGUARD INDEX FDS
-$355.2K
20,888
-0%
建仓
SPYV
SPDR SERIES TRUST
+$349.7K
6,180
建仓
NOW
SERVICENOW INC
+$346.1K
3,310
增持
NFLX
NETFLIX INC.
+$343.4K
11,466
+42%
减持
DES
WISDOMTREE TR
+$340.7K
159,821
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$331.4K
6,807
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$328.1K
41,959
-1%
建仓
CSQ
CALAMOS STRATEGIC TOTAL RETU
+$320.5K
18,723
增持
AMLP
ALPS ETF TR
+$316.6K
52,482
+1%
建仓
AVIV
AMERICAN CENTY ETF TR
+$316.5K
4,229
减持
MLPA
GLOBAL X FDS
+$311.7K
94,920
-4%
建仓
CNQ
CANADIAN NAT RES LTD MED TER
+$306.5K
6,290
清仓
SOXX
ISHARES TR
-$301.1K
0
-100%
清仓
AVB
AVALONBAY CMNTYS INC
-$288.8K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$287.3K
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION
+$287.2K
2,020
+1%
清仓
JETS
ETF SER SOLUTIONS
-$277.0K
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$273.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$270.1K
8,112
-2%
增持
REGL
PROSHARES TR
+$268.8K
56,488
+3%
清仓
SMCI
SUPER MICRO COMPUTER INC
-$259.8K
0
-100%
清仓
VTIP
VANGUARD MALVERN FDS
-$257.8K
0
-100%
建仓
GEV
GE VERNOVA INC
+$254.0K
291
建仓
SPYD
SPDR SERIES TRUST
+$249.6K
5,484
清仓
DIS
DISNEY WALT CO
-$245.8K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$243.3K
971
减持
DGRW
WISDOMTREE TR
-$241.9K
23,774
-9%
清仓
UPS
UNITED PARCEL SERVICE INC
-$241.6K
0
-100%
建仓
HESM
HESS MIDSTREAM LP
+$240.7K
6,193
减持
BNL
BROADSTONE NET LEASE INC
+$238.6K
356,708
-1%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$229.6K
5,319
+12%
减持
MCD
MCDONALDS CORP
-$229.4K
2,341
-25%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$226.4K
25,659
+33%
增持
CVX
CHEVRON CORPORATION
+$224.1K
2,645
+25%
减持
UNH
UNITEDHEALTH GROUP INC
-$222.1K
1,652
-19%
清仓
PGR
PROGRESSIVE CORP
-$221.8K
0
-100%
清仓
NKE
NIKE INC
-$221.3K
0
-100%
增持
EQR
EQUITY RESIDENTIAL
+$220.9K
21,335
+29%
增持
QQQ
INVESCO QQQ TR
-$216.7K
5,936
+0%
建仓
—
ASTRAZENECA PLC
+$216.6K
1,098
清仓
WMB
WILLIAMS COS INC
-$216.4K
0
-100%
清仓
BX
BLACKSTONE INC
-$215.6K
0
-100%
建仓
LRCX
LAM RESEARCH CORP
+$215.6K
1,009
减持
EPI
WISDOMTREE TR
-$215.6K
10,714
-24%
减持
MRK
MERCK & CO INC
+$213.0K
14,666
-0%
清仓
ES
EVERSOURCE ENERGY
-$208.7K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$208.5K
3,060
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$207.9K
0
-100%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$207.3K
0
-100%
清仓
PINS
PINTEREST INC
-$207.1K
0
-100%
清仓
FINX
GLOBAL X FDS
-$206.0K
0
-100%
建仓
PSX
PHILLIPS 66
+$205.0K
1,125
清仓
ARTY
ISHARES TR
-$202.4K
0
-100%
清仓
—
ASTRAZENECA PLC
-$202.0K
0
-100%
清仓
AMOM
EXCHANGE LISTED FDS TR
-$201.3K
0
-100%
清仓
ADBE
ADOBE INC
-$201.2K
0
-100%
建仓
PFF
ISHARES TR
+$200.8K
6,623
减持
ORCL
ORACLE CORP
-$178.0K
2,285
-13%
增持
GLD
SPDR GOLD TR
+$175.0K
4,918
+0%
增持
SHLD
GLOBAL X FDS
+$166.1K
14,845
+9%
增持
DVYE
ISHARES INC
+$160.8K
26,624
+10%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$156.9K
7,019
+5%
减持
—
ACCENTURE PLC IRELAND
-$155.6K
2,088
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$154.5K
14,256
+42%
增持
SCHA
SCHWAB STRATEGIC TR
+$152.9K
15,576
+48%
减持
VOO
VANGUARD INDEX FDS
-$151.7K
2,734
-4%
增持
O
REALTY INCOME CORP
+$141.6K
21,025
+4%
增持
SCHM
SCHWAB STRATEGIC TR
+$141.1K
35,187
+12%
减持
TXN
TEXAS INSTRS INC
+$136.2K
7,570
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$134.5K
108,408
-2%
增持
MPLX
MPLX LP
+$133.2K
17,616
+8%
减持
JPM
JPMORGAN CHASE & CO
-$130.9K
3,974
-1%
减持
NEE
NEXTERA ENERGY INC
+$125.5K
18,150
-7%
增持
AVGO
BROADCOM INC
-$124.4K
4,214
+2%
减持
MO
ALTRIA GROUP INC
+$123.1K
18,038
-3%
增持
STAG
STAG INDUSTRIAL INC
+$122.8K
45,509
+10%
减持
OKE
ONEOK INC NEW
-$118.1K
2,391
-47%
增持
ITOT
ISHARES TR
-$111.8K
17,902
+0%
增持
SPYM
SPDR SERIES TRUST
+$107.4K
28,401
+10%
减持
VYM
VANGUARD WHITEHALL FDS
+$104.5K
48,650
-2%
增持
SPG
SIMON PPTY GROUP INC NEW
+$104.3K
8,277
+6%
减持
IEMG
ISHARES INC
-$103.5K
233,107
-4%
增持
PFE
PFIZER INC
+$93.7K
26,509
+1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$92.3K
9,098
+56%
减持
DFAT
DIMENSIONAL ETF TRUST
+$92.2K
32,591
-0%
减持
PANW
PALO ALTO NETWORKS INC
-$91.3K
2,126
-9%
减持
HD
HOME DEPOT INC
-$87.0K
2,891
-4%
减持
CSX
CSX CORP
+$80.0K
26,274
-5%
减持
DVY
ISHARES TR
+$78.3K
14,670
-3%
