Cascade Investment Advisors, Inc.
Oregon City OR · SEC CIK 0001681490
$1.83亿2026Q2 申报市值
113持仓数
23.7%前十大占比 · 第一大 3.2%
5 / 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
ADBE 新建仓+$194.26万
DVN 新建仓+$160.04万
AMTM 新建仓+$149.53万
AMP 新建仓+$110.33万
NTR 加仓+$82.97万
2026Q2 卖出最多 按季末市值估算
ECG 减仓-$363.38万
AMAT 减仓-$200.99万
COTERRA ENERGY I 清仓-$196.01万
TEX 清仓-$164.50万
BYD 清仓-$143.86万
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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC. | $227.54万 | 1.24% | 24,950 | -1,090 | -4.2% | -$9.94万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $228.04万 | 1.24% | 8,662 | 327 | 3.9% | $8.61万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $229.43万 | 1.25% | 7,402 | -160 | -2.1% | -$4.96万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $236.68万 | 1.29% | 9,319 | -158 | -1.7% | -$4.01万 | 减仓 |
| QLYS | QUALYS INC | $237.86万 | 1.30% | 17,300 | 5,405 | 45.4% | $74.31万 | 加仓 |
| PCAR | PACCAR INC | $258.83万 | 1.41% | 21,548 | -300 | -1.4% | -$3.60万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $271.01万 | 1.48% | 8,201 | -233 | -2.8% | -$7.70万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $280.37万 | 1.53% | 12,028 | -135 | -1.1% | -$3.15万 | 减仓 |
| NVS | NOVARTIS AG | $314.38万 | 1.72% | 20,060 | -450 | -2.2% | -$7.05万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $317.82万 | 1.73% | 34,445 | 545 | 1.6% | $5.03万 | 加仓 |
| CSCO | CISCO SYS INC | $372.03万 | 2.03% | 31,673 | -4,256 | -11.8% | -$49.99万 | 减仓 |
| CAT | CATERPILLAR INC | $382.83万 | 2.09% | 3,595 | -693 | -16.2% | -$73.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $384.92万 | 2.10% | 10,319 | 137 | 1.3% | $5.11万 | 加仓 |
| CMI | CUMMINS INC | $388.27万 | 2.12% | 5,444 | -495 | -8.3% | -$35.30万 | 减仓 |
| USB | US BANCORP | $393.51万 | 2.15% | 65,150 | -831 | -1.3% | -$5.02万 | 减仓 |
| AMZN | AMAZON COM INC | $397.72万 | 2.17% | 16,687 | -511 | -3.0% | -$12.18万 | 减仓 |
| JBL | JABIL INC | $413.08万 | 2.25% | 10,716 | -1,735 | -13.9% | -$66.88万 | 减仓 |
| GOOGL | ALPHABET INC | $415.05万 | 2.26% | 11,614 | -329 | -2.8% | -$11.76万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $489.41万 | 2.67% | 13,226 | 872 | 7.1% | $32.27万 | 加仓 |
| AAPL | APPLE INC | $492.84万 | 2.69% | 17,032 | -353 | -2.0% | -$10.21万 | 减仓 |
| AMAT | APPLIED MATLS INC | $592.28万 | 3.23% | 8,192 | -2,780 | -25.3% | -$200.99万 | 减仓 |