CASCADE INVESTMENT GROUP, INC.
Colorado Springs CO · SEC CIK 0000919447
$1.78亿2026Q2 申报市值
156持仓数
37.9%前十大占比 · 第一大 14.8%
16 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GLOBAL X FDS 新建仓+$140.30万
BIZD 加仓+$92.61万
DTCR 加仓+$77.73万
HONA 新建仓+$47.95万
TXUE 加仓+$46.63万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$45.65万
ACN 清仓-$32.58万
GOLDMAN SACHS ET 清仓-$32.15万
PFE 减仓-$25.55万
CRM 减仓-$23.84万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,643 | -100.0% | -$32.58万 | 清仓 |
| — | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -9,857 | -100.0% | -$32.15万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,434 | -100.0% | -$22.55万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,389 | -100.0% | -$22.03万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -3,995 | -100.0% | -$20.10万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -12,400 | -100.0% | -$19.49万 | 清仓 |
| ABR | ARBOR REALTY TRUST INC | $0 | 0.00% | 0 | -16,329 | -100.0% | -$12.59万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -10,300 | -100.0% | -$11.39万 | 清仓 |
| GAB | GABELLI EQUITY TR INC | $6.03万 | 0.03% | 10,649 | -1,100 | -9.4% | -$6,226 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $10.12万 | 0.06% | 10,675 | -1,250 | -10.5% | -$1.19万 | 减仓 |
| — | GABELLI UTIL TR | $11.71万 | 0.07% | 17,762 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $16.60万 | 0.09% | 10,133 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $20.07万 | 0.11% | 742 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $20.10万 | 0.11% | 1,689 | 1,689 | — | $20.10万 | 新建仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $20.17万 | 0.11% | 4,509 | 4,509 | — | $20.17万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $20.37万 | 0.11% | 4,515 | 4,515 | — | $20.37万 | 新建仓 |
| MRK | MERCK & CO INC | $20.39万 | 0.11% | 1,587 | -186 | -10.5% | -$2.39万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $20.47万 | 0.11% | 291 | 291 | — | $20.47万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $20.50万 | 0.11% | 1,150 | 1,150 | — | $20.50万 | 新建仓 |
| DVY | ISHARES TR | $20.73万 | 0.12% | 1,326 | -27 | -2.0% | -$4,220 | 减仓 |
| DE | DEERE & CO | $21.12万 | 0.12% | 333 | 333 | — | $21.12万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $22.25万 | 0.12% | 1,230 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $22.58万 | 0.13% | 2,488 | -1,176 | -32.1% | -$10.67万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $23.16万 | 0.13% | 5,107 | 248 | 5.1% | $1.12万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $23.69万 | 0.13% | 1,175 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $23.72万 | 0.13% | 3,973 | 156 | 4.1% | $9,315 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $24.21万 | 0.14% | 4,775 | -300 | -5.9% | -$1.52万 | 重新持有 |
| BA | BOEING CO | $25.38万 | 0.14% | 1,172 | 122 | 11.6% | $2.64万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $25.94万 | 0.15% | 27,625 | 12,824 | 86.6% | $12.04万 | 加仓 |
| GLD | SPDR GOLD TR | $26.45万 | 0.15% | 718 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $26.48万 | 0.15% | 520 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $26.95万 | 0.15% | 3,070 | 3,070 | — | $26.95万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $27.46万 | 0.15% | 4,765 | -200 | -4.0% | -$1.15万 | 减仓 |
| BAC | BANK OF AMER CORP | $27.57万 | 0.15% | 4,839 | 1 | 0.0% | $57 | 加仓 |
| IYW | ISHARES TR | $27.75万 | 0.16% | 1,100 | 1,100 | — | $27.75万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $27.96万 | 0.16% | 3,091 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $28.01万 | 0.16% | 2,905 | 52 | 1.8% | $5,014 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $28.20万 | 0.16% | 5,357 | -300 | -5.3% | -$1.58万 | 减仓 |
| TECH | BIO-TECHNE CORP | $28.26万 | 0.16% | 4,000 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $28.57万 | 0.16% | 388 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $28.93万 | 0.16% | 1,108 | -295 | -21.0% | -$7.70万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $29.74万 | 0.17% | 433 | 433 | — | $29.74万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $29.89万 | 0.17% | 3,260 | 0 | 0.0% | — | 不变 |
| PFFA | ETFIS SER TR I | $30.44万 | 0.17% | 14,800 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $30.63万 | 0.17% | 2,013 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $30.68万 | 0.17% | 708 | 708 | — | $30.68万 | 新建仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $30.82万 | 0.17% | 6,770 | -52 | -0.8% | -$2,367 | 减仓 |
| GMUB | GOLDMAN SACHS ETF TR | $32.99万 | 0.19% | 6,413 | 6,413 | — | $32.99万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $32.99万 | 0.19% | 4,572 | 300 | 7.0% | $2.16万 | 加仓 |
| IWM | ISHARES TR | $33.25万 | 0.19% | 1,107 | -50 | -4.3% | -$1.50万 | 减仓 |
| CRM | SALESFORCE INC | $33.37万 | 0.19% | 2,130 | -1,522 | -41.7% | -$23.84万 | 减仓 |
| TOST | TOAST INC | $33.85万 | 0.19% | 12,169 | -313 | -2.5% | -$8,708 | 减仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $34.54万 | 0.19% | 10,797 | 10,797 | — | $34.54万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $35.40万 | 0.20% | 7,747 | -169 | -2.1% | -$7,723 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.68万 | 0.21% | 5,288 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $39.08万 | 0.22% | 3,350 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $39.23万 | 0.22% | 3,099 | 36 | 1.2% | $4,557 | 加仓 |
| VICI | VICI PPTYS INC | $39.77万 | 0.22% | 14,979 | -2,250 | -13.1% | -$5.97万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $40.06万 | 0.22% | 1,838 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $40.51万 | 0.23% | 3,050 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $41.45万 | 0.23% | 807 | -6 | -0.7% | -$3,082 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $41.65万 | 0.23% | 7,900 | -350 | -4.2% | -$1.85万 | 减仓 |
| AIQ | GLOBAL X FDS | $41.76万 | 0.23% | 6,365 | 6,365 | — | $41.76万 | 新建仓 |
| KNF | KNIFE RIVER CORP | $41.83万 | 0.23% | 5,000 | 0 | 0.0% | — | 不变 |
| PSUS | PERSHING SQUARE USA LTD | $42.22万 | 0.24% | 11,294 | 11,294 | — | $42.22万 | 新建仓 |
| MDU | MDU RES GROUP INC | $42.42万 | 0.24% | 20,000 | 0 | 0.0% | — | 不变 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $42.64万 | 0.24% | 8,988 | -153 | -1.7% | -$7,258 | 减仓 |
| KO | COCA COLA CO | $42.96万 | 0.24% | 5,286 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $43.05万 | 0.24% | 380 | -5 | -1.3% | -$5,664 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $43.11万 | 0.24% | 3,994 | 150 | 3.9% | $1.62万 | 加仓 |
| ENB | ENBRIDGE INC | $43.16万 | 0.24% | 7,962 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $44.23万 | 0.25% | 1,975 | -60 | -2.9% | -$1.34万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $44.84万 | 0.25% | 1,210 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $45.16万 | 0.25% | 2,355 | 49 | 2.1% | $9,396 | 加仓 |
| PFE | PFIZER INC | $45.23万 | 0.25% | 18,782 | -10,610 | -36.1% | -$25.55万 | 减仓 |
| PAVE | GLOBAL X FDS | $46.08万 | 0.26% | 7,820 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $47.95万 | 0.27% | 2,169 | 2,169 | — | $47.95万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $48.27万 | 0.27% | 4,600 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $48.56万 | 0.27% | 2,169 | -2,039 | -48.5% | -$45.65万 | 减仓 |
| IBTG | ISHARES TR | $48.67万 | 0.27% | 21,263 | -349 | -1.6% | -$7,989 | 减仓 |
| PG | PROCTER & GAMBLE CO | $49.24万 | 0.28% | 3,358 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $49.90万 | 0.28% | 416 | -10 | -2.3% | -$1.20万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $50.02万 | 0.28% | 4,350 | 0 | 0.0% | — | 不变 |
| DPG | DUFF & PHELPS UTLITY AND INF | $50.09万 | 0.28% | 33,750 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $53.83万 | 0.30% | 5,731 | -18 | -0.3% | -$1,691 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $54.29万 | 0.30% | 12,480 | 680 | 5.8% | $2.96万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $54.62万 | 0.31% | 6,341 | 83 | 1.3% | $7,150 | 加仓 |
| CASY | CASEYS GEN STORES INC | $57.70万 | 0.32% | 726 | 63 | 9.5% | $5.01万 | 加仓 |
| — | EXXON MOBIL CORP | $59.38万 | 0.33% | 4,343 | 100 | 2.4% | $1.37万 | 加仓 |
| — | EA SERIES TRUST | $59.93万 | 0.34% | 23,373 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $61.24万 | 0.34% | 3,228 | -150 | -4.4% | -$2.85万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $61.37万 | 0.34% | 5,863 | -490 | -7.7% | -$5.13万 | 减仓 |
| CAT | CATERPILLAR INC | $61.98万 | 0.35% | 582 | 29 | 5.2% | $3.09万 | 加仓 |
| CSCO | CISCO SYS INC | $61.98万 | 0.35% | 5,277 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $63.28万 | 0.35% | 7,880 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $64.08万 | 0.36% | 7,651 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $64.67万 | 0.36% | 6,424 | 1,735 | 37.0% | $17.47万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $64.71万 | 0.36% | 21,774 | 588 | 2.8% | $1.75万 | 加仓 |
| ASML | ASML HLDG NV | $65.05万 | 0.36% | 327 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $70.21万 | 0.39% | 920 | -75 | -7.5% | -$5.72万 | 减仓 |