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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $441.21万 | 2.61% | 17,385 | -437 | -2.5% | -$11.09万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $396.33万 | 2.35% | 12,354 | 823 | 7.1% | $26.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $376.91万 | 2.23% | 10,182 | 324 | 3.3% | $11.99万 | 加仓 |
| AMAT | APPLIED MATLS INC | $375.01万 | 2.22% | 10,972 | -3,240 | -22.8% | -$110.74万 | 减仓 |
| AMZN | AMAZON COM INC | $358.18万 | 2.12% | 17,198 | 120 | 0.7% | $2.50万 | 加仓 |
| GOOGL | ALPHABET INC | $343.43万 | 2.03% | 11,943 | -255 | -2.1% | -$7.33万 | 减仓 |
| USB | US BANCORP DEL | $343.17万 | 2.03% | 65,981 | -1,424 | -2.1% | -$7.41万 | 减仓 |
| JBL | JABIL INC | $330.74万 | 1.96% | 12,451 | -3,360 | -21.3% | -$89.25万 | 减仓 |
| CMI | CUMMINS INC | $319.53万 | 1.89% | 5,939 | -178 | -2.9% | -$9.58万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $318.59万 | 1.89% | 33,900 | -255 | -0.7% | -$2.40万 | 减仓 |
| NVS | NOVARTIS AG | $313.29万 | 1.85% | 20,510 | -545 | -2.6% | -$8.32万 | 减仓 |
| CAT | CATERPILLAR INC | $303.79万 | 1.80% | 4,288 | -928 | -17.8% | -$65.75万 | 减仓 |
| CSCO | CISCO SYS INC | $278.77万 | 1.65% | 35,929 | -830 | -2.3% | -$6.44万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $273.07万 | 1.62% | 23,130 | -994 | -4.1% | -$11.74万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $256.46万 | 1.52% | 8,434 | -142 | -1.7% | -$4.32万 | 减仓 |
| PCAR | PACCAR INC | $252.34万 | 1.49% | 21,848 | -197 | -0.9% | -$2.28万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $247.40万 | 1.46% | 9,318 | -45 | -0.5% | -$1.19万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $231.66万 | 1.37% | 9,477 | -10 | -0.1% | -$2,444 | 减仓 |
| JLL | JONES LANG LASALLE INC | $230.13万 | 1.36% | 7,562 | 40 | 0.5% | $1.22万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $221.77万 | 1.31% | 12,163 | -40 | -0.3% | -$7,293 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $219.42万 | 1.30% | 13,951 | 10 | 0.1% | $1,573 | 加仓 |
| COP | CONOCOPHILLIPS | $204.20万 | 1.21% | 15,470 | -245 | -1.6% | -$3.23万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE INC | $203.85万 | 1.21% | 12,275 | -120 | -1.0% | -$1.99万 | 减仓 |
| MDT | MEDTRONIC PLC | $202.62万 | 1.20% | 23,384 | 1,390 | 6.3% | $12.04万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $196.44万 | 1.16% | 58,586 | -2,725 | -4.4% | -$9.14万 | 减仓 |
| — | COTERRA ENERGY INC | $196.01万 | 1.16% | 55,780 | -225 | -0.4% | -$7,906 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $190.88万 | 1.13% | 10,233 | -80 | -0.8% | -$1.49万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $185.91万 | 1.10% | 16,187 | -900 | -5.3% | -$10.34万 | 减仓 |
| FDX | FEDEX CORP | $183.47万 | 1.09% | 5,151 | -5 | -0.1% | -$1,781 | 减仓 |
| EMR | EMERSON ELEC CO | $182.60万 | 1.08% | 13,937 | -40 | -0.3% | -$5,241 | 减仓 |
| SNY | SANOFI SA | $181.99万 | 1.08% | 37,773 | 685 | 1.8% | $3.30万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $180.47万 | 1.07% | 26,415 | -815 | -3.0% | -$5.57万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $180.24万 | 1.07% | 8,814 | -70 | -0.8% | -$1.43万 | 减仓 |
| PFE | PFIZER INC | $178.45万 | 1.06% | 63,549 | 325 | 0.5% | $9,126 | 加仓 |
| META | META PLATFORMS INC | $177.93万 | 1.05% | 3,110 | -5 | -0.2% | -$2,861 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $177.15万 | 1.05% | 4,663 | -175 | -3.6% | -$6.65万 | 减仓 |
| AIZ | ASSURANT INC | $175.32万 | 1.04% | 8,049 | 65 | 0.8% | $1.42万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $174.27万 | 1.03% | 8,335 | 1,105 | 15.3% | $23.10万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $168.24万 | 1.00% | 26,040 | -230 | -0.9% | -$1.49万 | 减仓 |
| NUE | NUCOR CORP | $167.80万 | 0.99% | 9,923 | -75 | -0.8% | -$1.27万 | 减仓 |
| TEX | TEREX CORP NEW | $164.50万 | 0.97% | 27,835 | 160 | 0.6% | $9,456 | 加仓 |
| CVX | CHEVRON CORP NEW | $164.09万 | 0.97% | 7,931 | -547 | -6.5% | -$11.32万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $162.31万 | 0.96% | 56,535 | 7,526 | 15.4% | $21.61万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $161.93万 | 0.96% | 26,360 | 25 | 0.1% | $1,536 | 加仓 |
| ORCL | ORACLE CORP | $161.54万 | 0.96% | 10,981 | 130 | 1.2% | $1.91万 | 加仓 |
| ZTS | ZOETIS INC | $160.47万 | 0.95% | 13,575 | 1,660 | 13.9% | $19.62万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $157.08万 | 0.93% | 34,730 | 8,240 | 31.1% | $37.27万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $154.77万 | 0.92% | 25,227 | 1,020 | 4.2% | $6.26万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $153.28万 | 0.91% | 26,593 | -2,940 | -10.0% | -$16.95万 | 减仓 |
| ABNB | AIRBNB INC | $152.86万 | 0.90% | 12,105 | -1,610 | -11.7% | -$20.33万 | 减仓 |
| MLI | MUELLER INDS INC | $149.36万 | 0.88% | 13,480 | 415 | 3.2% | $4.60万 | 加仓 |
| FISV | FISERV INC | $144.60万 | 0.86% | 25,914 | 5,004 | 23.9% | $27.92万 | 加仓 |
| KNF | KNIFE RIVER CORP | $144.33万 | 0.85% | 17,677 | 500 | 2.9% | $4.08万 | 加仓 |
| BYD | BOYD GAMING CORP | $143.86万 | 0.85% | 17,506 | -890 | -4.8% | -$7.31万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $142.62万 | 0.84% | 2,945 | 280 | 10.5% | $13.56万 | 加仓 |
| QCOM | QUALCOMM INC | $138.23万 | 0.82% | 10,734 | 75 | 0.7% | $9,659 | 加仓 |
| BANR | BANNER CORP | $137.17万 | 0.81% | 22,605 | 40 | 0.2% | $2,427 | 加仓 |
| TXT | TEXTRON INC | $137.03万 | 0.81% | 15,650 | -1,025 | -6.1% | -$8.97万 | 减仓 |
| UPS | UNITED PARCEL SERVICE INC | $136.66万 | 0.81% | 13,891 | -715 | -4.9% | -$7.03万 | 减仓 |
| SUI | SUN CMNTYS INC | $134.75万 | 0.80% | 10,698 | -25 | -0.2% | -$3,149 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $129.01万 | 0.76% | 14,075 | 14,075 | — | $129.01万 | 新建仓 |
| KIM | KIMCO RLTY CORP | $128.65万 | 0.76% | 57,255 | 125 | 0.2% | $2,809 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $128.43万 | 0.76% | 22,735 | 22,735 | — | $128.43万 | 新建仓 |
| CBT | CABOT CORP | $128.40万 | 0.76% | 17,050 | 3,575 | 26.5% | $26.92万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $127.14万 | 0.75% | 8,006 | 735 | 10.1% | $11.67万 | 加仓 |
| BAC | BANK AMERICA CORP | $126.65万 | 0.75% | 25,979 | 25,979 | — | $126.65万 | 新建仓 |
| HD | HOME DEPOT INC | $126.26万 | 0.75% | 3,839 | 430 | 12.6% | $14.14万 | 加仓 |
| FLS | FLOWSERVE CORP | $125.22万 | 0.74% | 17,035 | 410 | 2.5% | $3.01万 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $118.64万 | 0.70% | 4,084 | 130 | 3.3% | $3.78万 | 加仓 |
| DOLE | DOLE PLC | $112.28万 | 0.66% | 78,575 | 78,575 | — | $112.28万 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $109.23万 | 0.65% | 8,987 | 905 | 11.2% | $11.00万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $108.92万 | 0.64% | 19,343 | 185 | 1.0% | $1.04万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $108.51万 | 0.64% | 15,270 | -170 | -1.1% | -$1.21万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $106.99万 | 0.63% | 11,614 | 15 | 0.1% | $1,382 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $106.62万 | 0.63% | 2,225 | 165 | 8.0% | $7.91万 | 加仓 |
| QLYS | QUALYS INC | $104.50万 | 0.62% | 11,895 | 11,895 | — | $104.50万 | 新建仓 |
| YELP | YELP INC | $101.68万 | 0.60% | 41,100 | -3,400 | -7.6% | -$8.41万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $101.51万 | 0.60% | 13,517 | 13,517 | — | $101.51万 | 新建仓 |
| WFC | WELLS FARGO CO NEW | $101.48万 | 0.60% | 12,747 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $89.01万 | 0.53% | 3,767 | -210 | -5.3% | -$4.96万 | 减仓 |
| ROCK | GIBRALTAR INDS INC | $87.89万 | 0.52% | 22,045 | 2,715 | 14.0% | $10.82万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $86.37万 | 0.51% | 22,826 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO. | $79.17万 | 0.47% | 2,691 | -193 | -6.7% | -$5.68万 | 减仓 |
| APLE | APPLE HOSPITALITY REIT INC | $76.99万 | 0.46% | 66,888 | -1,500 | -2.2% | -$1.73万 | 减仓 |
| WY | WEYERHAEUSER CO MTN BE | $76.73万 | 0.45% | 31,410 | -2,100 | -6.3% | -$5.13万 | 减仓 |
| NSIT | INSIGHT ENTERPRISES INC | $73.68万 | 0.44% | 10,995 | 905 | 9.0% | $6.06万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.43% | 1 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $66.33万 | 0.39% | 12,262 | 700 | 6.1% | $3.79万 | 加仓 |
| ETN | EATON CORP PLC | $65.38万 | 0.39% | 1,828 | -155 | -7.8% | -$5.54万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $65.07万 | 0.39% | 14,017 | 3,885 | 38.3% | $18.03万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $60.60万 | 0.36% | 5,398 | -244 | -4.3% | -$2.74万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $57.44万 | 0.34% | 842 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $56.22万 | 0.33% | 7,450 | -22,955 | -75.5% | -$173.22万 | 减仓 |
| — | EXXON MOBIL CORP | $49.61万 | 0.29% | 2,924 | -7 | -0.2% | -$1,188 | 减仓 |
| SPYV | SPDR SERIES TRUST | $49.05万 | 0.29% | 8,670 | 945 | 12.2% | $5.35万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $47.50万 | 0.28% | 15,574 | 650 | 4.4% | $1.98万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $45.16万 | 0.27% | 1,034 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $42.83万 | 0.25% | 8,508 | 980 | 13.0% | $4.93万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $39.43万 | 0.23% | 606 | -16 | -2.6% | -$1.04万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $38.47万 | 0.23% | 2,760 | 0 | 0.0% | — | 不变 |