Cascade Wealth Advisors, Inc
WENATCHEE WA · SEC CIK 0002018936
$2.49亿2026Q2 申报市值
61持仓数
53.8%前十大占比 · 第一大 7.3%
3 / 2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
VIG 加仓+$243.90万
CLOA 加仓+$229.77万
IJH 加仓+$224.39万
VYMI 新建仓+$167.71万
VYM 加仓+$149.40万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$3,107.29万
IWF 减仓-$639.73万
JEPI 减仓-$331.34万
NEOS ETF TRUST 减仓-$106.33万
NEOS ETF TRUST 减仓-$28.37万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -4,841 | -100.0% | -$25.41万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -550 | -100.0% | -$21.84万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.15万 | 0.08% | 2,901 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $21.87万 | 0.09% | 1,000 | 1,000 | — | $21.87万 | 新建仓 |
| AMZN | AMAZON COM INC | $28.27万 | 0.11% | 1,030 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $29.33万 | 0.12% | 1,995 | 800 | 66.9% | $11.76万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $31.22万 | 0.13% | 2,560 | 3 | 0.1% | $366 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $31.73万 | 0.13% | 3,577 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $32.07万 | 0.13% | 8,962 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $32.75万 | 0.13% | 9,660 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $35.80万 | 0.14% | 798 | 0 | 0.0% | — | 不变 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $39.02万 | 0.16% | 8,720 | 1,000 | 13.0% | $4.47万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $40.75万 | 0.16% | 1,120 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $41.76万 | 0.17% | 1,168 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL ETF TRUST | $41.86万 | 0.17% | 11,751 | 56 | 0.5% | $1,995 | 加仓 |
| VOO | VANGUARD INDEX FDS | $42.61万 | 0.17% | 600 | 1 | 0.2% | $710 | 加仓 |
| IYF | ISHARES TR | $48.52万 | 0.19% | 3,545 | 7 | 0.2% | $958 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.93万 | 0.20% | 976 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $59.16万 | 0.24% | 624 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $65.06万 | 0.26% | 2,125 | 2 | 0.1% | $612 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $65.53万 | 0.26% | 16,877 | 25 | 0.1% | $971 | 加仓 |
| IWO | ISHARES TR | $67.03万 | 0.27% | 1,718 | 0 | 0.0% | — | 不变 |
| VSDM | VANGUARD MUN BD FDS | $77.23万 | 0.31% | 10,140 | 10,140 | — | $77.23万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $77.35万 | 0.31% | 10,748 | 7 | 0.1% | $504 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $80.76万 | 0.32% | 18,993 | 1 | 0.0% | $43 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $83.28万 | 0.33% | 22,003 | 210 | 1.0% | $7,949 | 加仓 |
| VHT | VANGUARD WORLD FD | $88.30万 | 0.35% | 2,829 | -260 | -8.4% | -$8.12万 | 减仓 |
| AAPL | APPLE INC | $88.93万 | 0.36% | 2,838 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $97.41万 | 0.39% | 4,349 | 400 | 10.1% | $8.96万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $106.75万 | 0.43% | 19,942 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $157.55万 | 0.63% | 6,117 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $159.38万 | 0.64% | 15,521 | 1,751 | 12.7% | $17.98万 | 加仓 |
| QQQ | INVESCO QQQ TR | $163.82万 | 0.66% | 2,266 | 423 | 23.0% | $30.58万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $167.71万 | 0.67% | 15,965 | 15,965 | — | $167.71万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $176.56万 | 0.71% | 4,896 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $179.08万 | 0.72% | 26,577 | 2,690 | 11.3% | $18.13万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $186.59万 | 0.75% | 37,460 | 14,594 | 63.8% | $72.69万 | 加仓 |
| IWF | ISHARES TR | $213.26万 | 0.86% | 17,116 | -51,344 | -75.0% | -$639.73万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $229.35万 | 0.92% | 13,847 | 9,020 | 186.9% | $149.40万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $244.32万 | 0.98% | 6,399 | -247 | -3.7% | -$9.43万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $278.67万 | 1.12% | 60,673 | 34 | 0.1% | $1,562 | 加仓 |
| MSFT | MICROSOFT CORP | $379.64万 | 1.53% | 7,593 | -265 | -3.4% | -$13.25万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $493.97万 | 1.98% | 22,022 | 2,275 | 11.5% | $51.03万 | 加仓 |
| — | NEOS ETF TRUST | $530.12万 | 2.13% | 106,514 | -21,365 | -16.7% | -$106.33万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $532.93万 | 2.14% | 123,050 | 31,914 | 35.0% | $138.22万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $587.19万 | 2.36% | 101,978 | -57,545 | -36.1% | -$331.34万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $588.54万 | 2.36% | 103,453 | 10,340 | 11.1% | $58.82万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $623.78万 | 2.51% | 69,774 | -347,574 | -83.3% | -$3,107.29万 | 减仓 |
| IWMI | NEOS ETF TRUST | $661.25万 | 2.66% | 124,435 | -23 | -0.0% | -$1,222 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $744.26万 | 2.99% | 94,678 | 9,523 | 11.2% | $74.86万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $852.54万 | 3.43% | 131,869 | -944 | -0.7% | -$6.10万 | 减仓 |
| — | NEOS ETF TRUST | $875.67万 | 3.52% | 164,898 | -5,343 | -3.1% | -$28.37万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $947.21万 | 3.81% | 73,840 | 8,196 | 12.5% | $105.14万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $949.54万 | 3.82% | 113,731 | 7,770 | 7.3% | $64.87万 | 加仓 |
| QQQI | NEOS ETF TRUST | $1,067.83万 | 4.29% | 193,307 | -3,424 | -1.7% | -$18.91万 | 减仓 |
| IJH | ISHARES TR | $1,102.13万 | 4.43% | 141,680 | 28,846 | 25.6% | $224.39万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,172.85万 | 4.71% | 144,050 | 3,606 | 2.6% | $29.36万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,251.09万 | 5.03% | 51,017 | 9,946 | 24.2% | $243.90万 | 加仓 |
| FLOT | ISHARES TR | $1,459.71万 | 5.86% | 286,611 | 28,683 | 11.1% | $146.08万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $1,469.71万 | 5.91% | 283,645 | 44,345 | 18.5% | $229.77万 | 加仓 |
| SHYG | ISHARES TR | $1,531.14万 | 6.15% | 363,259 | 11,493 | 3.3% | $48.44万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,568.99万 | 6.30% | 270,189 | 13,716 | 5.3% | $79.65万 | 加仓 |
| SPYI | NEOS ETF TRUST | $1,816.07万 | 7.30% | 335,192 | -5,227 | -1.5% | -$28.32万 | 减仓 |