Cascade Investment Advisors, Inc.
Oregon City OR · SEC CIK 0001681490
$1.69亿2026Q1 申报市值
116持仓数
21.3%前十大占比 · 第一大 2.6%
6 / 5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
OLED 新建仓+$129.01万
BMRN 新建仓+$128.43万
BAC 新建仓+$126.65万
DOLE 新建仓+$112.28万
QLYS 新建仓+$104.50万
2026Q1 卖出最多 按季末市值估算
MDU 减仓-$183.31万
NTR 减仓-$173.22万
TXRH 清仓-$167.34万
TTMI 清仓-$128.44万
AMAT 减仓-$110.74万
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 |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | $33.32万 | 0.20% | 2,250 | -350 | -13.5% | -$5.18万 | 减仓 |
| GLD | SPDR GOLD TR | $32.62万 | 0.19% | 758 | -35 | -4.4% | -$1.51万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $32.51万 | 0.19% | 7,359 | 152 | 2.1% | $6,715 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $30.47万 | 0.18% | 1,125 | -3,524 | -75.8% | -$95.46万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $30.43万 | 0.18% | 1,551 | 67 | 4.5% | $1.31万 | 加仓 |
| IVV | ISHARES TR | $28.02万 | 0.17% | 429 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $27.90万 | 0.17% | 3,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $25.29万 | 0.15% | 3,326 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $25.23万 | 0.15% | 1,314 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $25.06万 | 0.15% | 8,618 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $23.36万 | 0.14% | 270 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $23.35万 | 0.14% | 2,274 | -100 | -4.2% | -$1.03万 | 减仓 |
| MDU | MDU RES GROUP INC | $23.06万 | 0.14% | 11,130 | -88,470 | -88.8% | -$183.31万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $22.92万 | 0.14% | 230 | -10 | -4.2% | -$9,964 | 重新持有 |
| — | HONEYWELL INTL INC | $21.70万 | 0.13% | 960 | 0 | 0.0% | — | 重新持有 |
| ALL | ALLSTATE CORP | $20.49万 | 0.12% | 988 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC | $0 | 0.00% | 0 | -10,081 | -100.0% | -$167.34万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | -18,615 | -100.0% | -$128.44万 | 清仓 |
| GO | GROCERY OUTLET HLDG CORP | $0 | 0.00% | 0 | -87,565 | -100.0% | -$88.44万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -4,690 | -100.0% | -$39.49万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,880 | -100.0% | -$30.58万 | 清仓 |