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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2,287.05万 | 15.06% | 71,290 | 19 | 0.0% | $6,095 | 加仓 |
| SPTM | SPDR SERIES TRUST | $792.80万 | 5.22% | 100,279 | 3,192 | 3.3% | $25.24万 | 加仓 |
| AAPL | APPLE INC | $702.54万 | 4.62% | 27,682 | -94 | -0.3% | -$2.39万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $405.25万 | 2.67% | 52,555 | 3,933 | 8.1% | $30.33万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $356.53万 | 2.35% | 56,880 | -2,228 | -3.8% | -$13.97万 | 减仓 |
| CVX | CHEVRON CORPORATION | $303.41万 | 2.00% | 14,664 | -91 | -0.6% | -$1.88万 | 减仓 |
| AMZN | AMAZON COM INC | $285.41万 | 1.88% | 13,704 | 128 | 0.9% | $2.67万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $254.39万 | 1.67% | 56,834 | -1,001 | -1.7% | -$4.48万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $235.49万 | 1.55% | 12,625 | -471 | -3.6% | -$8.79万 | 减仓 |
| GOOG | ALPHABET INC | $227.31万 | 1.50% | 7,924 | 330 | 4.3% | $9.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $224.36万 | 1.48% | 6,061 | 69 | 1.2% | $2.55万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $222.97万 | 1.47% | 20,389 | -1,808 | -8.1% | -$19.77万 | 减仓 |
| V | VISA INC | $196.61万 | 1.29% | 6,505 | 125 | 2.0% | $3.78万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $183.92万 | 1.21% | 80,669 | -6,250 | -7.2% | -$14.25万 | 减仓 |
| IRM | IRON MTN INC DEL | $181.61万 | 1.20% | 17,781 | -1,450 | -7.5% | -$14.81万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $178.67万 | 1.18% | 7,371 | 29 | 0.4% | $7,029 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $176.02万 | 1.16% | 5,984 | 208 | 3.6% | $6.12万 | 加仓 |
| ET | ENERGY TRANSFER L P | $175.06万 | 1.15% | 90,704 | -1,480 | -1.6% | -$2.86万 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $173.28万 | 1.14% | 41,160 | -1,330 | -3.1% | -$5.60万 | 减仓 |
| GOOGL | ALPHABET INC | $173.11万 | 1.14% | 6,020 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $170.56万 | 1.12% | 25,847 | -1,050 | -3.9% | -$6.93万 | 减仓 |
| SPYI | NEOS ETF TRUST | $167.27万 | 1.10% | 33,880 | -1,300 | -3.7% | -$6.42万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $161.62万 | 1.06% | 36,883 | -2,400 | -6.1% | -$10.52万 | 减仓 |
| ARTY | ISHARES TR | $160.75万 | 1.06% | 34,547 | 2,040 | 6.3% | $9.49万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $152.90万 | 1.01% | 53,257 | 3,621 | 7.3% | $10.40万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $147.30万 | 0.97% | 25,988 | -1,332 | -4.9% | -$7.55万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $144.47万 | 0.95% | 8,284 | -1,226 | -12.9% | -$21.38万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $142.15万 | 0.94% | 21,880 | -900 | -4.0% | -$5.85万 | 减仓 |
| ABBV | ABBVIE INC | $140.73万 | 0.93% | 6,471 | -175 | -2.6% | -$3.81万 | 减仓 |
| PWR | QUANTA SVCS INC | $138.30万 | 0.91% | 2,519 | 10 | 0.4% | $5,490 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $134.09万 | 0.88% | 5,486 | 2,223 | 68.1% | $54.34万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $133.70万 | 0.88% | 18,156 | 200 | 1.1% | $1.47万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $127.68万 | 0.84% | 28,049 | 1,715 | 6.5% | $7.81万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $123.48万 | 0.81% | 27,410 | 5,950 | 27.7% | $26.80万 | 加仓 |
| AVGO | BROADCOM INC | $120.15万 | 0.79% | 3,882 | -120 | -3.0% | -$3.71万 | 减仓 |
| OKE | ONEOK INC NEW | $113.69万 | 0.75% | 12,578 | -401 | -3.1% | -$3.62万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $112.23万 | 0.74% | 2,342 | 246 | 11.7% | $11.79万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $109.55万 | 0.72% | 29,810 | -1,950 | -6.1% | -$7.17万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $106.76万 | 0.70% | 59,245 | -650 | -1.1% | -$1.17万 | 减仓 |
| RAAX | VANECK ETF TRUST | $106.34万 | 0.70% | 26,122 | 26,122 | — | $106.34万 | 新建仓 |
| GLW | CORNING INC | $105.54万 | 0.69% | 7,762 | -250 | -3.1% | -$3.40万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $101.84万 | 0.67% | 1,022 | -99 | -8.8% | -$9.86万 | 减仓 |
| — | HONEYWELL INTL INC | $95.11万 | 0.63% | 4,208 | -225 | -5.1% | -$5.09万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $94.16万 | 0.62% | 15,579 | -206 | -1.3% | -$1.25万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $92.21万 | 0.61% | 1,090 | 0 | 0.0% | — | 不变 |
| TXUE | THORNBURG ETF TR | $90.89万 | 0.60% | 28,236 | 5,367 | 23.5% | $17.28万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $82.92万 | 0.55% | 1,275 | -15 | -1.2% | -$9,755 | 减仓 |
| PFE | PFIZER INC | $82.53万 | 0.54% | 29,392 | 503 | 1.7% | $1.41万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $82.12万 | 0.54% | 17,335 | 17,335 | — | $82.12万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $81.72万 | 0.54% | 6,232 | -465 | -6.9% | -$6.10万 | 减仓 |
| FTNT | FORTINET INC | $79.06万 | 0.52% | 9,675 | 250 | 2.7% | $2.04万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $78.01万 | 0.51% | 23,100 | 2,631 | 12.9% | $8.88万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $76.45万 | 0.50% | 4,242 | 30 | 0.7% | $5,406 | 加仓 |
| AMAT | APPLIED MATLS INC | $75.54万 | 0.50% | 2,210 | 66 | 3.1% | $2.26万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $72.54万 | 0.48% | 2,569 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $71.99万 | 0.47% | 4,243 | -76 | -1.8% | -$1.29万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $69.70万 | 0.46% | 6,292 | 235 | 3.9% | $2.60万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $69.67万 | 0.46% | 5,315 | 51 | 1.0% | $6,685 | 加仓 |
| BOTZ | GLOBAL X FDS | $69.11万 | 0.45% | 20,805 | 20,805 | — | $69.11万 | 新建仓 |
| CRM | SALESFORCE INC | $68.17万 | 0.45% | 3,652 | -48 | -1.3% | -$8,960 | 减仓 |
| RTX | RTX CORPORATION | $65.16万 | 0.43% | 3,378 | -340 | -9.1% | -$6.56万 | 减仓 |
| XEL | XCEL ENERGY INC | $62.60万 | 0.41% | 7,880 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $60.68万 | 0.40% | 1,403 | 80 | 6.0% | $3.46万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $59.32万 | 0.39% | 21,186 | 5,507 | 35.1% | $15.42万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $59.03万 | 0.39% | 5,000 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $58.98万 | 0.39% | 11,787 | 3,273 | 38.4% | $16.38万 | 加仓 |
| — | EA SERIES TRUST | $58.04万 | 0.38% | 23,373 | 2,500 | 12.0% | $6.21万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $57.46万 | 0.38% | 7,651 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $55.33万 | 0.36% | 43,225 | 43,225 | — | $55.33万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $53.33万 | 0.35% | 5,749 | 352 | 6.5% | $3.27万 | 加仓 |
| DTCR | GLOBAL X FDS | $53.07万 | 0.35% | 22,149 | 7,924 | 55.7% | $18.99万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $51.52万 | 0.34% | 11,800 | 258 | 2.2% | $1.13万 | 加仓 |
| IBTG | ISHARES TR | $49.52万 | 0.33% | 21,612 | 21,612 | — | $49.52万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $49.00万 | 0.32% | 3,350 | -225 | -6.3% | -$3.29万 | 减仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $48.73万 | 0.32% | 33,750 | -900 | -2.6% | -$1.30万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $48.50万 | 0.32% | 3,358 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $48.26万 | 0.32% | 663 | 211 | 46.7% | $15.36万 | 加仓 |
| SGOV | ISHARES TR | $47.20万 | 0.31% | 4,689 | 4,689 | — | $47.20万 | 新建仓 |
| VICI | VICI PPTYS INC | $47.07万 | 0.31% | 17,229 | 480 | 2.9% | $1.31万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $46.68万 | 0.31% | 6,353 | -400 | -5.9% | -$2.94万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $45.57万 | 0.30% | 5,657 | -233 | -4.0% | -$1.88万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $45.56万 | 0.30% | 1,043 | 132 | 14.5% | $5.77万 | 加仓 |
| SMH | VANECK ETF TRUST | $44.90万 | 0.30% | 1,171 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $43.19万 | 0.28% | 327 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $43.11万 | 0.28% | 7,962 | 375 | 4.9% | $2.03万 | 加仓 |
| MDU | MDU RES GROUP INC | $41.44万 | 0.27% | 20,000 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $41.35万 | 0.27% | 2,035 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $41.22万 | 0.27% | 4,350 | -400 | -8.4% | -$3.79万 | 减仓 |
| CSCO | CISCO SYS INC | $40.94万 | 0.27% | 5,277 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $40.83万 | 0.27% | 5,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $40.62万 | 0.27% | 813 | -10 | -1.2% | -$4,997 | 减仓 |
| KO | COCA COLA CO | $40.20万 | 0.26% | 5,286 | 0 | 0.0% | — | 不变 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $40.19万 | 0.26% | 9,141 | -16,842 | -64.8% | -$74.04万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $40.11万 | 0.26% | 3,063 | 124 | 4.2% | $1.62万 | 加仓 |
| PAVE | GLOBAL X FDS | $39.74万 | 0.26% | 7,820 | 116 | 1.5% | $5,894 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $39.58万 | 0.26% | 1,210 | -62 | -4.9% | -$2.03万 | 减仓 |
| LLY | ELI LILLY & CO | $39.18万 | 0.26% | 426 | -47 | -9.9% | -$4.32万 | 减仓 |
| CAT | CATERPILLAR INC | $39.18万 | 0.26% | 553 | -8 | -1.4% | -$5,668 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $38.85万 | 0.26% | 995 | -175 | -15.0% | -$6.83万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $37.72万 | 0.25% | 2,306 | 649 | 39.2% | $10.62万 | 加仓 |