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 |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | $592.28万 | 3.23% | 8,192 | -2,780 | -25.3% | -$200.99万 | 减仓 |
| AAPL | APPLE INC | $492.84万 | 2.69% | 17,032 | -353 | -2.0% | -$10.21万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $489.41万 | 2.67% | 13,226 | 872 | 7.1% | $32.27万 | 加仓 |
| GOOGL | ALPHABET INC | $415.05万 | 2.26% | 11,614 | -329 | -2.8% | -$11.76万 | 减仓 |
| JBL | JABIL INC | $413.08万 | 2.25% | 10,716 | -1,735 | -13.9% | -$66.88万 | 减仓 |
| AMZN | AMAZON COM INC | $397.72万 | 2.17% | 16,687 | -511 | -3.0% | -$12.18万 | 减仓 |
| USB | US BANCORP | $393.51万 | 2.15% | 65,150 | -831 | -1.3% | -$5.02万 | 减仓 |
| CMI | CUMMINS INC | $388.27万 | 2.12% | 5,444 | -495 | -8.3% | -$35.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $384.92万 | 2.10% | 10,319 | 137 | 1.3% | $5.11万 | 加仓 |
| CAT | CATERPILLAR INC | $382.83万 | 2.09% | 3,595 | -693 | -16.2% | -$73.80万 | 减仓 |
| CSCO | CISCO SYS INC | $372.03万 | 2.03% | 31,673 | -4,256 | -11.8% | -$49.99万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $317.82万 | 1.73% | 34,445 | 545 | 1.6% | $5.03万 | 加仓 |
| NVS | NOVARTIS AG | $314.38万 | 1.72% | 20,060 | -450 | -2.2% | -$7.05万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $280.37万 | 1.53% | 12,028 | -135 | -1.1% | -$3.15万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $271.01万 | 1.48% | 8,201 | -233 | -2.8% | -$7.70万 | 减仓 |
| PCAR | PACCAR INC | $258.83万 | 1.41% | 21,548 | -300 | -1.4% | -$3.60万 | 减仓 |
| QLYS | QUALYS INC | $237.86万 | 1.30% | 17,300 | 5,405 | 45.4% | $74.31万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $236.68万 | 1.29% | 9,319 | -158 | -1.7% | -$4.01万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $229.43万 | 1.25% | 7,402 | -160 | -2.1% | -$4.96万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $228.04万 | 1.24% | 8,662 | 327 | 3.9% | $8.61万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $227.54万 | 1.24% | 24,950 | -1,090 | -4.2% | -$9.94万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $226.76万 | 1.24% | 12,040 | -235 | -1.9% | -$4.43万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $221.59万 | 1.21% | 9,908 | -325 | -3.2% | -$7.27万 | 减仓 |
| AIZ | ASSURANT INC | $214.66万 | 1.17% | 7,994 | -55 | -0.7% | -$1.48万 | 减仓 |
| NUE | NUCOR CORP | $212.46万 | 1.16% | 9,538 | -385 | -3.9% | -$8.58万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $211.98万 | 1.16% | 23,415 | -3,000 | -11.4% | -$27.16万 | 减仓 |
| MDT | MEDTRONIC PLC | $205.31万 | 1.12% | 26,244 | 2,860 | 12.2% | $22.37万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $202.58万 | 1.11% | 9,263 | -55 | -0.6% | -$1.20万 | 减仓 |
| QCOM | QUALCOMM INC | $199.37万 | 1.09% | 10,789 | 55 | 0.5% | $1.02万 | 加仓 |
| EMR | EMERSON ELEC CO | $197.88万 | 1.08% | 13,823 | -114 | -0.8% | -$1.63万 | 减仓 |
| ADBE | ADOBE INC | $194.26万 | 1.06% | 9,475 | 9,475 | — | $194.26万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $191.69万 | 1.05% | 15,571 | 1,620 | 11.6% | $19.94万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $191.09万 | 1.04% | 44,255 | 9,525 | 27.4% | $41.13万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $179.47万 | 0.98% | 15,182 | -1,005 | -6.2% | -$11.88万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $176.63万 | 0.96% | 2,875 | -70 | -2.4% | -$4.30万 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $176.33万 | 0.96% | 8,552 | 546 | 6.8% | $11.26万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $174.35万 | 0.95% | 54,536 | -4,050 | -6.9% | -$12.95万 | 减仓 |
| ABNB | AIRBNB INC | $173.51万 | 0.95% | 12,125 | 20 | 0.2% | $2,862 | 加仓 |
| ORCL | ORACLE CORP | $172.87万 | 0.94% | 11,796 | 815 | 7.4% | $11.94万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $172.64万 | 0.94% | 8,869 | 55 | 0.6% | $1.07万 | 加仓 |
| META | META PLATFORMS INC | $172.20万 | 0.94% | 3,057 | -53 | -1.7% | -$2.99万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $166.06万 | 0.91% | 67,641 | 11,106 | 19.6% | $27.27万 | 加仓 |
| SNY | SANOFI SA | $163.57万 | 0.89% | 38,343 | 570 | 1.5% | $2.43万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $163.56万 | 0.89% | 26,065 | -295 | -1.1% | -$1.85万 | 减仓 |
| PFE | PFIZER INC | $163.44万 | 0.89% | 67,874 | 4,325 | 6.8% | $10.41万 | 加仓 |
| MLI | MUELLER INDS INC | $162.33万 | 0.89% | 13,205 | -275 | -2.0% | -$3.38万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $161.30万 | 0.88% | 41,647 | 16,420 | 65.1% | $63.59万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $160.04万 | 0.87% | 38,732 | 38,732 | — | $160.04万 | 新建仓 |
| FDX | FEDEX CORP | $158.63万 | 0.87% | 5,066 | -85 | -1.7% | -$2.66万 | 减仓 |
| COP | CONOCOPHILLIPS | $156.82万 | 0.86% | 15,085 | -385 | -2.5% | -$4.00万 | 减仓 |
| BAC | BANK OF AMER CORP | $156.66万 | 0.85% | 27,494 | 1,515 | 5.8% | $8.63万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $153.98万 | 0.84% | 16,969 | 5,355 | 46.1% | $48.59万 | 加仓 |
| HD | HOME DEPOT INC | $153.31万 | 0.84% | 4,347 | 508 | 13.2% | $17.92万 | 加仓 |
| ZTS | ZOETIS INC | $152.81万 | 0.83% | 21,265 | 7,690 | 56.6% | $55.26万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $151.56万 | 0.83% | 26,203 | -390 | -1.5% | -$2.26万 | 减仓 |
| CBT | CABOT CORP | $151.53万 | 0.83% | 16,685 | -365 | -2.1% | -$3.31万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $151.43万 | 0.83% | 26,465 | 3,730 | 16.4% | $21.34万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $149.53万 | 0.82% | 72,340 | 72,340 | — | $149.53万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $148.90万 | 0.81% | 13,851 | -40 | -0.3% | -$4,300 | 减仓 |
| BANR | BANNER CORP | $148.19万 | 0.81% | 22,305 | -300 | -1.3% | -$1.99万 | 减仓 |
| TXT | TEXTRON INC | $147.55万 | 0.80% | 16,085 | 435 | 2.8% | $3.99万 | 加仓 |
| FISV | FISERV INC | $147.44万 | 0.80% | 30,059 | 4,145 | 16.0% | $20.33万 | 加仓 |
| KNF | KNIFE RIVER CORP | $147.34万 | 0.80% | 17,614 | -63 | -0.4% | -$5,270 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $145.32万 | 0.79% | 15,440 | 170 | 1.1% | $1.60万 | 加仓 |
| KIM | KIMCO REALTY CORP | $143.87万 | 0.78% | 56,755 | -500 | -0.9% | -$1.27万 | 减仓 |
| NSIT | INSIGHT ENTERPRISES INC | $143.30万 | 0.78% | 11,765 | 770 | 7.0% | $9.38万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $143.13万 | 0.78% | 16,530 | 2,455 | 17.4% | $21.26万 | 加仓 |
| SUI | SUN CMNTYS INC | $140.63万 | 0.77% | 11,728 | 1,030 | 9.6% | $12.35万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $139.61万 | 0.76% | 19,033 | -310 | -1.6% | -$2.27万 | 减仓 |
| NTR | NUTRIEN LTD | $129.87万 | 0.71% | 20,631 | 13,181 | 176.9% | $82.97万 | 加仓 |
| CVX | CHEVRON CORPORATION | $129.43万 | 0.71% | 7,808 | -123 | -1.6% | -$2.04万 | 减仓 |
| FLS | FLOWSERVE CORP | $128.11万 | 0.70% | 17,275 | 240 | 1.4% | $1.78万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $126.07万 | 0.69% | 10,031 | 1,044 | 11.6% | $13.12万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $125.89万 | 0.69% | 4,294 | 210 | 5.1% | $6.16万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $121.18万 | 0.66% | 14,469 | 952 | 7.0% | $7.97万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $120.86万 | 0.66% | 4,318 | -345 | -7.4% | -$9.66万 | 减仓 |
| YELP | YELP INC | $115.16万 | 0.63% | 46,965 | 5,865 | 14.3% | $14.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $114.59万 | 0.63% | 2,290 | 65 | 2.9% | $3.25万 | 加仓 |
| DOLE | DOLE PLC | $114.12万 | 0.62% | 83,175 | 4,600 | 5.9% | $6.31万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $110.33万 | 0.60% | 2,405 | 2,405 | — | $110.33万 | 新建仓 |
| WFC | WELLS FARGO & CO | $105.34万 | 0.57% | 12,747 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $86.13万 | 0.47% | 2,631 | -60 | -2.2% | -$1.96万 | 减仓 |
| LOW | LOWES COS INC | $86.04万 | 0.47% | 3,902 | 135 | 3.6% | $2.98万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $83.91万 | 0.46% | 22,826 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $77.89万 | 0.42% | 1,828 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $75.91万 | 0.41% | 31,710 | 300 | 1.0% | $7,182 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.41% | 1 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $71.12万 | 0.39% | 12,622 | 360 | 2.9% | $2.03万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $56.36万 | 0.31% | 16,190 | 616 | 4.0% | $2.14万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $53.44万 | 0.29% | 6,204 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $51.49万 | 0.28% | 8,470 | -200 | -2.3% | -$1.22万 | 减仓 |
| USFR | WISDOMTREE TR | $51.45万 | 0.28% | 10,219 | 1,711 | 20.1% | $8.61万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $49.06万 | 0.27% | 425 | 425 | — | $49.06万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $45.28万 | 0.25% | 606 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $45.02万 | 0.25% | 8,988 | 1,629 | 22.1% | $8.16万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $43.64万 | 0.24% | 3,300 | -2,098 | -38.9% | -$27.74万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $42.88万 | 0.23% | 842 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $39.98万 | 0.22% | 2,924 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $34.87万 | 0.19% | 2,760 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $34.02万 | 0.19% | 1,561 | 10 | 0.6% | $2,179 | 加仓 |