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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2,633.18万 | 14.77% | 71,159 | -131 | -0.2% | -$4.85万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $908.62万 | 5.10% | 100,079 | -200 | -0.2% | -$1.82万 | 减仓 |
| AAPL | APPLE INC | $794.84万 | 4.46% | 27,469 | -213 | -0.8% | -$6.16万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $500.59万 | 2.81% | 55,714 | -1,166 | -2.0% | -$10.48万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $491.06万 | 2.75% | 57,441 | 4,886 | 9.3% | $41.77万 | 加仓 |
| AMZN | AMAZON COM INC | $327.36万 | 1.84% | 13,735 | 31 | 0.2% | $7,389 | 加仓 |
| GOOG | ALPHABET INC | $283.79万 | 1.59% | 8,032 | 108 | 1.4% | $3.82万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $280.17万 | 1.57% | 12,527 | -98 | -0.8% | -$2.19万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $267.43万 | 1.50% | 19,875 | -514 | -2.5% | -$6.92万 | 减仓 |
| ARTY | ISHARES TR | $262.44万 | 1.47% | 34,459 | -88 | -0.3% | -$6,702 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $255.76万 | 1.43% | 55,300 | -1,534 | -2.7% | -$7.09万 | 减仓 |
| CVX | CHEVRON CORPORATION | $242.92万 | 1.36% | 14,655 | -9 | -0.1% | -$1,492 | 减仓 |
| MSFT | MICROSOFT CORP | $235.94万 | 1.32% | 6,325 | 264 | 4.4% | $9.85万 | 加仓 |
| V | VISA INC | $219.30万 | 1.23% | 6,392 | -113 | -1.7% | -$3.88万 | 减仓 |
| GOOGL | ALPHABET INC | $213.10万 | 1.20% | 5,963 | -57 | -0.9% | -$2.04万 | 减仓 |
| IRM | IRON MTN INC DEL | $211.64万 | 1.19% | 16,756 | -1,025 | -5.8% | -$12.95万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $209.96万 | 1.18% | 7,466 | 95 | 1.3% | $2.67万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $195.12万 | 1.09% | 5,961 | -23 | -0.4% | -$7,529 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $191.25万 | 1.07% | 41,050 | -110 | -0.3% | -$5,125 | 减仓 |
| PWR | QUANTA SVCS INC | $183.90万 | 1.03% | 2,554 | 35 | 1.4% | $2.52万 | 加仓 |
| MO | ALTRIA GROUP INC | $183.81万 | 1.03% | 25,547 | -300 | -1.2% | -$2.16万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $179.54万 | 1.01% | 78,919 | -1,750 | -2.2% | -$3.98万 | 减仓 |
| SPYI | NEOS ETF TRUST | $178.83万 | 1.00% | 33,685 | -195 | -0.6% | -$1.04万 | 减仓 |
| GLW | CORNING INC | $178.09万 | 1.00% | 6,972 | -790 | -10.2% | -$20.18万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $173.35万 | 0.97% | 36,358 | -525 | -1.4% | -$2.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $171.34万 | 0.96% | 8,563 | 279 | 3.4% | $5.58万 | 加仓 |
| ET | ENERGY TRANSFER L P | $168.36万 | 0.94% | 88,054 | -2,650 | -2.9% | -$5.07万 | 减仓 |
| ABBV | ABBVIE INC | $162.83万 | 0.91% | 6,471 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $157.61万 | 0.88% | 2,180 | -30 | -1.4% | -$2.17万 | 减仓 |
| BIZD | VANECK ETF TRUST | $147.33万 | 0.83% | 116,375 | 73,150 | 169.2% | $92.61万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $146.24万 | 0.82% | 54,064 | 807 | 1.5% | $2.18万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $145.66万 | 0.82% | 21,580 | -300 | -1.4% | -$2.02万 | 减仓 |
| RAAX | VANECK ETF TRUST | $145.62万 | 0.82% | 36,709 | 10,587 | 40.5% | $42.00万 | 加仓 |
| DTCR | GLOBAL X FDS | $145.00万 | 0.81% | 47,744 | 25,595 | 115.6% | $77.73万 | 加仓 |
| TXUE | THORNBURG ETF TR | $144.10万 | 0.81% | 41,745 | 13,509 | 47.8% | $46.63万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $143.87万 | 0.81% | 30,155 | 2,106 | 7.5% | $10.05万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $143.02万 | 0.80% | 25,323 | -665 | -2.6% | -$3.76万 | 减仓 |
| FTNT | FORTINET INC | $142.87万 | 0.80% | 9,300 | -375 | -3.9% | -$5.76万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $141.43万 | 0.79% | 5,569 | 83 | 1.5% | $2.11万 | 加仓 |
| — | GLOBAL X FDS | $140.30万 | 0.79% | 25,810 | 25,810 | — | $140.30万 | 新建仓 |
| AVGO | BROADCOM INC | $132.06万 | 0.74% | 3,496 | -386 | -9.9% | -$14.58万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $128.00万 | 0.72% | 17,436 | -720 | -4.0% | -$5.29万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $121.39万 | 0.68% | 2,426 | 84 | 3.6% | $4.20万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $119.69万 | 0.67% | 30,650 | 840 | 2.8% | $3.28万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $116.20万 | 0.65% | 15,314 | -265 | -1.7% | -$2.01万 | 减仓 |
| OKE | ONEOK INC NEW | $113.88万 | 0.64% | 13,099 | 521 | 4.1% | $4.53万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $107.84万 | 0.60% | 58,195 | -1,050 | -1.8% | -$1.95万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $105.00万 | 0.59% | 27,210 | -200 | -0.7% | -$7,718 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $104.17万 | 0.58% | 1,030 | -60 | -5.5% | -$6.07万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $95.21万 | 0.53% | 1,275 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $92.61万 | 0.52% | 990 | -32 | -3.1% | -$2.99万 | 减仓 |
| BOTZ | GLOBAL X FDS | $91.17万 | 0.51% | 24,031 | 3,226 | 15.5% | $12.24万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $88.90万 | 0.50% | 2,607 | 294 | 12.7% | $10.03万 | 加仓 |
| DFEB | FIRST TR EXCHNG TRADED FD VI | $87.53万 | 0.49% | 17,335 | 0 | 0.0% | — | 不变 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $86.88万 | 0.49% | 23,783 | 683 | 3.0% | $2.49万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $86.28万 | 0.48% | 5,938 | -294 | -4.7% | -$4.27万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $82.97万 | 0.47% | 5,000 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $82.91万 | 0.46% | 6,222 | -70 | -1.1% | -$9,328 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $81.59万 | 0.46% | 2,331 | -238 | -9.3% | -$8.33万 | 减仓 |
| SMH | VANECK ETF TRUST | $80.67万 | 0.45% | 1,230 | 59 | 5.0% | $3.87万 | 加仓 |
| INTC | INTEL CORP | $80.43万 | 0.45% | 5,760 | -324 | -5.3% | -$4.52万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $76.18万 | 0.43% | 4,242 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $75.58万 | 0.42% | 5,525 | 210 | 4.0% | $2.87万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $75.42万 | 0.42% | 13,573 | 1,786 | 15.2% | $9.92万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $70.21万 | 0.39% | 920 | -75 | -7.5% | -$5.72万 | 减仓 |
| ASML | ASML HLDG NV | $65.05万 | 0.36% | 327 | 0 | 0.0% | — | 不变 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $64.71万 | 0.36% | 21,774 | 588 | 2.8% | $1.75万 | 加仓 |
| SGOV | ISHARES TR | $64.67万 | 0.36% | 6,424 | 1,735 | 37.0% | $17.47万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $64.08万 | 0.36% | 7,651 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $63.28万 | 0.35% | 7,880 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $61.98万 | 0.35% | 5,277 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $61.98万 | 0.35% | 582 | 29 | 5.2% | $3.09万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $61.37万 | 0.34% | 5,863 | -490 | -7.7% | -$5.13万 | 减仓 |
| RTX | RTX CORPORATION | $61.24万 | 0.34% | 3,228 | -150 | -4.4% | -$2.85万 | 减仓 |
| — | EA SERIES TRUST | $59.93万 | 0.34% | 23,373 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $59.38万 | 0.33% | 4,343 | 100 | 2.4% | $1.37万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $57.70万 | 0.32% | 726 | 63 | 9.5% | $5.01万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $54.62万 | 0.31% | 6,341 | 83 | 1.3% | $7,150 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $54.29万 | 0.30% | 12,480 | 680 | 5.8% | $2.96万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $53.83万 | 0.30% | 5,731 | -18 | -0.3% | -$1,691 | 减仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $50.09万 | 0.28% | 33,750 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $50.02万 | 0.28% | 4,350 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $49.90万 | 0.28% | 416 | -10 | -2.3% | -$1.20万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $49.24万 | 0.28% | 3,358 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $48.67万 | 0.27% | 21,263 | -349 | -1.6% | -$7,989 | 减仓 |
| HON | HONEYWELL INTL INC | $48.56万 | 0.27% | 2,169 | -2,039 | -48.5% | -$45.65万 | 减仓 |
| HACK | AMPLIFY ETF TR | $48.27万 | 0.27% | 4,600 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $47.95万 | 0.27% | 2,169 | 2,169 | — | $47.95万 | 新建仓 |
| PAVE | GLOBAL X FDS | $46.08万 | 0.26% | 7,820 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $45.23万 | 0.25% | 18,782 | -10,610 | -36.1% | -$25.55万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $45.16万 | 0.25% | 2,355 | 49 | 2.1% | $9,396 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $44.84万 | 0.25% | 1,210 | 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 |
| ENB | ENBRIDGE INC | $43.16万 | 0.24% | 7,962 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $43.11万 | 0.24% | 3,994 | 150 | 3.9% | $1.62万 | 加仓 |
| URI | UNITED RENTALS INC | $43.05万 | 0.24% | 380 | -5 | -1.3% | -$5,664 | 减仓 |
| KO | COCA COLA CO | $42.96万 | 0.24% | 5,286 | 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 |
| MDU | MDU RES GROUP INC | $42.42万 | 0.24% | 20,000 | 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 |