CASCADE INVESTMENT GROUP, INC.
Colorado Springs CO · SEC CIK 0000919447
$1.52亿2026Q1 申报市值
147持仓数
38.5%前十大占比 · 第一大 15.1%
14 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RAAX 新建仓+$106.34万
DFEB 新建仓+$82.12万
BOTZ 新建仓+$69.11万
BIZD 新建仓+$55.33万
JNJ 加仓+$54.34万
2026Q1 卖出最多 按季末市值估算
DSEP 减仓-$74.04万
FSK 清仓-$58.25万
CCI 清仓-$44.15万
NOW 清仓-$41.82万
DOCT 清仓-$25.19万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABORATORIES | $37.62万 | 0.25% | 3,664 | -23 | -0.6% | -$2,362 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $37.55万 | 0.25% | 3,844 | -950 | -19.8% | -$9.28万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $37.08万 | 0.24% | 2,313 | 207 | 9.8% | $3.32万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $36.06万 | 0.24% | 1,838 | -9 | -0.5% | -$1,766 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $34.76万 | 0.23% | 3,050 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $34.54万 | 0.23% | 4,600 | 0 | 0.0% | — | 不变 |
| GSIE | GOLDMAN SACHS ETF TR | $34.14万 | 0.22% | 7,916 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.89万 | 0.22% | 5,288 | 645 | 13.9% | $4.13万 | 加仓 |
| TOST | TOAST INC | $33.09万 | 0.22% | 12,482 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $32.58万 | 0.21% | 1,643 | -619 | -27.4% | -$12.27万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $32.15万 | 0.21% | 9,857 | -110 | -1.1% | -$3,588 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $31.41万 | 0.21% | 520 | -4 | -0.8% | -$2,416 | 减仓 |
| GLD | SPDR GOLD TR | $30.89万 | 0.20% | 718 | 718 | — | $30.89万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $30.73万 | 0.20% | 4,272 | 4,272 | — | $30.73万 | 新建仓 |
| PFFA | ETFIS SER TR I | $30.13万 | 0.20% | 14,800 | -1,800 | -10.8% | -$3.66万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.11万 | 0.20% | 4,965 | -600 | -10.8% | -$3.64万 | 减仓 |
| SDY | SPDR SERIES TRUST | $29.38万 | 0.19% | 2,013 | -30 | -1.5% | -$4,378 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $29.01万 | 0.19% | 6,822 | -1,269 | -15.7% | -$5.40万 | 重新持有 |
| IWM | ISHARES TR | $28.69万 | 0.19% | 1,157 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $28.05万 | 0.18% | 385 | -75 | -16.3% | -$5.46万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $27.79万 | 0.18% | 3,260 | -1,125 | -25.7% | -$9.59万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $27.18万 | 0.18% | 8,250 | 500 | 6.5% | $1.65万 | 加仓 |
| SHLD | GLOBAL X FDS | $27.04万 | 0.18% | 3,817 | 66 | 1.8% | $4,675 | 加仓 |
| INTC | INTEL CORP | $26.85万 | 0.18% | 6,084 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $25.31万 | 0.17% | 2,853 | -22 | -0.8% | -$1,951 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $24.75万 | 0.16% | 3,091 | 126 | 4.2% | $1.01万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $24.56万 | 0.16% | 1,175 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $23.59万 | 0.16% | 4,838 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $23.07万 | 0.15% | 742 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $22.55万 | 0.15% | 1,434 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $22.39万 | 0.15% | 388 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $22.30万 | 0.15% | 4,859 | 1 | 0.0% | $46 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $22.03万 | 0.15% | 4,389 | 4,389 | — | $22.03万 | 新建仓 |
| MRK | MERCK & CO INC | $21.33万 | 0.14% | 1,773 | -300 | -14.5% | -$3.61万 | 减仓 |
| BA | BOEING CO | $20.90万 | 0.14% | 1,050 | -126 | -10.7% | -$2.51万 | 减仓 |
| TECH | BIO-TECHNE CORP | $20.90万 | 0.14% | 4,000 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $20.49万 | 0.13% | 1,353 | 1,353 | — | $20.49万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $20.34万 | 0.13% | 1,230 | 1,230 | — | $20.34万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $20.10万 | 0.13% | 3,995 | 3,995 | — | $20.10万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $19.49万 | 0.13% | 12,400 | 1,000 | 8.8% | $1.57万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $17.45万 | 0.11% | 10,133 | 10,133 | — | $17.45万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $14.03万 | 0.09% | 14,801 | -1,125 | -7.1% | -$1.07万 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $12.59万 | 0.08% | 16,329 | -11,292 | -40.9% | -$8.71万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $11.39万 | 0.07% | 10,300 | -8,125 | -44.1% | -$8.99万 | 减仓 |
| — | GABELLI UTIL TR | $10.75万 | 0.07% | 17,762 | -126 | -0.7% | -$762 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC | $10.59万 | 0.07% | 11,925 | 11,925 | — | $10.59万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $6.58万 | 0.04% | 11,749 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -39,333 | -100.0% | -$58.25万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -4,968 | -100.0% | -$44.15万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -2,730 | -100.0% | -$41.82万 | 清仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,687 | -100.0% | -$25.19万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -9,350 | -100.0% | -$24.62万 | 清仓 |
| XRN | GLOBAL MED REIT INC | $0 | 0.00% | 0 | -6,920 | -100.0% | -$23.35万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -1,282 | -100.0% | -$21.93万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,095 | -100.0% | -$21.34万 | 清仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,524 | -100.0% | -$20.06万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -10,304 | -100.0% | -$18.77万 | 清仓 |