Cascade Wealth Advisors, Inc
WENATCHEE WA · SEC CIK 0002018936
$2.52亿2026Q1 申报市值
60持仓数
57.5%前十大占比 · 第一大 12.1%
3 / 0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
VUG 加仓+$2,531.07万
IWF 加仓+$158.57万
NEOS ETF TRUST 加仓+$109.27万
NEOS ETF TRUST 加仓+$104.73万
VONG 加仓+$77.29万
2026Q1 卖出最多 按季末市值估算
JEPI 减仓-$71.82万
VGSH 减仓-$52.75万
VCIT 减仓-$40.94万
RSPT 减仓-$36.01万
VCSH 减仓-$8.85万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | $20.55万 | 0.08% | 2,901 | 2,901 | — | $20.55万 | 新建仓 |
| GOOG | ALPHABET INC | $21.84万 | 0.09% | 550 | 550 | — | $21.84万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $23.28万 | 0.09% | 1,120 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $23.42万 | 0.09% | 1,195 | 1,195 | — | $23.42万 | 新建仓 |
| IGSB | ISHARES TR | $25.41万 | 0.10% | 4,841 | 73 | 1.5% | $3,832 | 加仓 |
| AMZN | AMAZON COM INC | $28.09万 | 0.11% | 1,030 | -65 | -5.9% | -$1.77万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $29.17万 | 0.12% | 2,557 | 2 | 0.1% | $228 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $30.55万 | 0.12% | 9,660 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $30.58万 | 0.12% | 8,962 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $31.19万 | 0.12% | 3,577 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $32.04万 | 0.13% | 798 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $33.15万 | 0.13% | 7,720 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $35.29万 | 0.14% | 1,168 | -56 | -4.6% | -$1.69万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $40.04万 | 0.16% | 11,695 | 21 | 0.2% | $719 | 加仓 |
| VOO | VANGUARD INDEX FDS | $40.60万 | 0.16% | 599 | 47 | 8.5% | $3.19万 | 加仓 |
| IYF | ISHARES TR | $43.39万 | 0.17% | 3,538 | 11 | 0.3% | $1,349 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.45万 | 0.18% | 976 | 50 | 5.4% | $2.38万 | 加仓 |
| VB | VANGUARD INDEX FDS | $61.18万 | 0.24% | 2,123 | -23 | -1.1% | -$6,628 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $62.97万 | 0.25% | 624 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $63.39万 | 0.25% | 1,718 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $67.78万 | 0.27% | 16,852 | 6 | 0.0% | $241 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $72.24万 | 0.29% | 10,741 | 6 | 0.1% | $404 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $75.04万 | 0.30% | 4,827 | 1,195 | 32.9% | $18.58万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $75.47万 | 0.30% | 18,992 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $81.94万 | 0.33% | 21,793 | 31 | 0.1% | $1,166 | 加仓 |
| VHT | VANGUARD WORLD FD | $83.08万 | 0.33% | 3,089 | -233 | -7.0% | -$6.27万 | 减仓 |
| AAPL | APPLE INC | $83.25万 | 0.33% | 2,838 | 23 | 0.8% | $6,747 | 加仓 |
| NVDA | NVIDIA CORPORATION | $84.99万 | 0.34% | 3,949 | 161 | 4.3% | $3.47万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $101.20万 | 0.40% | 19,942 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $114.90万 | 0.46% | 22,866 | 8,524 | 59.4% | $42.83万 | 加仓 |
| IGV | ISHARES TR | $125.51万 | 0.50% | 13,770 | 2,825 | 25.8% | $25.75万 | 加仓 |
| QQQ | INVESCO QQQ TR | $131.05万 | 0.52% | 1,843 | 165 | 9.8% | $11.73万 | 加仓 |
| IWD | ISHARES TR | $143.08万 | 0.57% | 6,117 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $155.53万 | 0.62% | 23,887 | 987 | 4.3% | $6.43万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $168.22万 | 0.67% | 4,896 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $211.44万 | 0.84% | 17,115 | 12,836 | 300.0% | $158.57万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $241.15万 | 0.96% | 6,646 | 208 | 3.2% | $7.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $261.72万 | 1.04% | 60,639 | 3,027 | 5.3% | $13.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $326.18万 | 1.29% | 7,858 | 196 | 2.6% | $8.14万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $379.31万 | 1.50% | 91,136 | 6,153 | 7.2% | $25.61万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $408.85万 | 1.62% | 19,747 | 124 | 0.6% | $2.57万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $487.73万 | 1.93% | 93,113 | 3,542 | 4.0% | $18.55万 | 加仓 |
| — | NEOS ETF TRUST | $633.90万 | 2.51% | 127,879 | 21,128 | 19.8% | $104.73万 | 加仓 |
| IWMI | NEOS ETF TRUST | $645.93万 | 2.56% | 124,458 | 7,877 | 6.8% | $40.88万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $673.83万 | 2.67% | 85,155 | -1,119 | -1.3% | -$8.85万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $772.31万 | 3.06% | 132,813 | -6,192 | -4.5% | -$36.01万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $825.54万 | 3.27% | 105,961 | 7,566 | 7.7% | $58.95万 | 加仓 |
| IJH | ISHARES TR | $834.86万 | 3.31% | 112,834 | 3,162 | 2.9% | $23.40万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $834.86万 | 3.31% | 65,644 | 6,077 | 10.2% | $77.29万 | 加仓 |
| — | NEOS ETF TRUST | $877.93万 | 3.48% | 170,241 | 21,188 | 14.2% | $109.27万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $892.69万 | 3.54% | 159,523 | -12,834 | -7.4% | -$71.82万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $936.66万 | 3.72% | 41,071 | -222 | -0.5% | -$5.06万 | 减仓 |
| QQQI | NEOS ETF TRUST | $1,111.53万 | 4.41% | 196,731 | 5,656 | 3.0% | $31.96万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,164.14万 | 4.62% | 140,444 | -4,939 | -3.4% | -$40.94万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,241.37万 | 4.92% | 239,300 | 12,783 | 5.6% | $66.31万 | 加仓 |
| FLOT | ISHARES TR | $1,312.85万 | 5.21% | 257,928 | 5,587 | 2.2% | $28.44万 | 加仓 |
| SHYG | ISHARES TR | $1,495.00万 | 5.93% | 351,766 | 5,078 | 1.5% | $21.58万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,496.26万 | 5.94% | 256,473 | -9,042 | -3.4% | -$52.75万 | 减仓 |
| SPYI | NEOS ETF TRUST | $1,818.18万 | 7.21% | 340,419 | 10,468 | 3.2% | $55.91万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,038.22万 | 12.05% | 69,558 | 57,947 | 499.1% | $2,531.07万 | 加仓 |