Cascade Financial Partners, LLC
SAN DIEGO CA · SEC CIK 0002021208
$9.70亿2026Q1 申报市值
263持仓数
45.0%前十大占比 · 第一大 22.4%
16 / 22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
TIP 加仓+$1,481.92万
TLH 新建仓+$1,269.53万
MBB 新建仓+$927.79万
SPIB 新建仓+$677.23万
IEI 加仓+$531.05万
2026Q1 卖出最多 按季末市值估算
TSLA 减仓-$6,987.53万
STIP 减仓-$1,073.08万
SHY 减仓-$528.85万
SPSB 减仓-$441.87万
BIL 清仓-$421.92万
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 |
|---|---|---|---|---|---|---|---|---|
| IWS | ISHARES TR | $36.23万 | 0.04% | 2,486 | -39 | -1.5% | -$5,683 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $36.28万 | 0.04% | 10,500 | 0 | 0.0% | — | 不变 |
| WES | WESTERN MIDSTREAM PARTNERS L | $36.75万 | 0.04% | 8,926 | 390 | 4.6% | $1.61万 | 加仓 |
| EMR | EMERSON ELEC CO | $37.43万 | 0.04% | 2,857 | -125 | -4.2% | -$1.64万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $37.72万 | 0.04% | 1,117 | -20 | -1.8% | -$6,754 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $38.57万 | 0.04% | 12,570 | -728 | -5.5% | -$2.23万 | 减仓 |
| EEMS | ISHARES INC | $40.18万 | 0.04% | 5,808 | 0 | 0.0% | — | 不变 |
| UMI | USCF ETF TR | $40.68万 | 0.04% | 6,943 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $40.98万 | 0.04% | 1,199 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $41.41万 | 0.04% | 2,088 | -35 | -1.6% | -$6,941 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $41.91万 | 0.04% | 38,523 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $43.71万 | 0.05% | 10,714 | -3,386 | -24.0% | -$13.81万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $43.99万 | 0.05% | 10,690 | -150 | -1.4% | -$6,172 | 减仓 |
| AMGN | AMGEN INC | $44.48万 | 0.05% | 1,264 | -62 | -4.7% | -$2.18万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $44.58万 | 0.05% | 498 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $44.62万 | 0.05% | 5,867 | -150 | -2.5% | -$1.14万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $44.71万 | 0.05% | 1,652 | -375 | -18.5% | -$10.15万 | 减仓 |
| IJR | ISHARES TR | $45.02万 | 0.05% | 3,622 | -212 | -5.5% | -$2.64万 | 减仓 |
| WFC | WELLS FARGO & CO | $45.08万 | 0.05% | 5,663 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $45.19万 | 0.05% | 4,552 | -5,984 | -56.8% | -$59.41万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $45.29万 | 0.05% | 15,576 | 5,041 | 47.9% | $14.66万 | 加仓 |
| CAT | CATERPILLAR INC | $45.84万 | 0.05% | 647 | -90 | -12.2% | -$6.38万 | 减仓 |
| FLOT | ISHARES TR | $48.39万 | 0.05% | 9,497 | -26,230 | -73.4% | -$133.64万 | 减仓 |
| V | VISA INC | $48.98万 | 0.05% | 1,621 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $49.99万 | 0.05% | 827 | -100 | -10.8% | -$6.04万 | 减仓 |
| CR | CRANE COMPANY | $50.36万 | 0.05% | 2,945 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $52.22万 | 0.05% | 2,404 | -7 | -0.3% | -$1,521 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $53.71万 | 0.06% | 9,098 | 3,264 | 55.9% | $19.27万 | 加仓 |
| ABBV | ABBVIE INC | $53.86万 | 0.06% | 2,476 | -10 | -0.4% | -$2,175 | 减仓 |
| BAC | BANK AMERICA CORP | $54.31万 | 0.06% | 11,140 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $54.73万 | 0.06% | 2,645 | 525 | 24.8% | $10.86万 | 加仓 |
| SGOL | ETFS GOLD TR | $55.19万 | 0.06% | 12,370 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $55.81万 | 0.06% | 1,278 | 6 | 0.5% | $2,620 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $57.30万 | 0.06% | 25,659 | 6,363 | 33.0% | $14.21万 | 加仓 |
| — | VANECK ETF TRUST | $59.38万 | 0.06% | 57,876 | 920 | 1.6% | $9,439 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $62.46万 | 0.06% | 6,628 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $63.73万 | 0.07% | 6,233 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $63.75万 | 0.07% | 13,660 | -78,866 | -85.2% | -$368.07万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $63.78万 | 0.07% | 8,661 | -16,034 | -64.9% | -$118.08万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $66.38万 | 0.07% | 16,257 | 972 | 6.4% | $3.97万 | 加仓 |
| GDX | VANECK ETF TRUST | $67.10万 | 0.07% | 7,312 | 133 | 1.9% | $1.22万 | 加仓 |
| T | AT&T INC | $68.76万 | 0.07% | 23,719 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $68.90万 | 0.07% | 2,840 | -126 | -4.2% | -$3.06万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $70.38万 | 0.07% | 14,256 | 4,227 | 42.1% | $20.87万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $70.52万 | 0.07% | 1,965 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $71.18万 | 0.07% | 1,500 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $72.30万 | 0.07% | 4,733 | -100 | -2.1% | -$1.53万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $72.47万 | 0.07% | 1,175 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $72.58万 | 0.07% | 3,397 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $72.77万 | 0.08% | 2,341 | -790 | -25.2% | -$24.56万 | 减仓 |
| EEM | ISHARES TR | $73.65万 | 0.08% | 12,968 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $73.78万 | 0.08% | 9,000 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $74.44万 | 0.08% | 26,509 | 379 | 1.5% | $1.06万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $74.77万 | 0.08% | 13,191 | 600 | 4.8% | $3.40万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $76.71万 | 0.08% | 4,423 | -53 | -1.2% | -$9,192 | 减仓 |
| CSCO | CISCO SYS INC | $77.95万 | 0.08% | 10,046 | -66 | -0.7% | -$5,121 | 减仓 |
| SDY | SPDR SERIES TRUST | $78.75万 | 0.08% | 5,396 | 74 | 1.4% | $1.08万 | 加仓 |
| SMDV | PROSHARES TR | $79.85万 | 0.08% | 11,608 | -85 | -0.7% | -$5,847 | 减仓 |
| IWM | ISHARES TR | $79.86万 | 0.08% | 3,220 | 85 | 2.7% | $2.11万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $82.69万 | 0.09% | 32,251 | 1,825 | 6.0% | $4.68万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $85.05万 | 0.09% | 14,158 | -200 | -1.4% | -$1.20万 | 减仓 |
| — | EXXON MOBIL CORP | $88.13万 | 0.09% | 5,195 | 1,756 | 51.1% | $29.79万 | 加仓 |
| IWN | ISHARES TR | $89.73万 | 0.09% | 4,733 | -8 | -0.2% | -$1,517 | 减仓 |
| DVYE | ISHARES INC | $91.53万 | 0.09% | 26,624 | 2,411 | 10.0% | $8.29万 | 加仓 |
| NUEM | NUSHARES ETF TR | $91.85万 | 0.09% | 25,000 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $92.34万 | 0.10% | 37,307 | -483 | -1.3% | -$1.20万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $94.42万 | 0.10% | 5,698 | -20 | -0.3% | -$3,314 | 减仓 |
| HD | HOME DEPOT INC | $95.09万 | 0.10% | 2,891 | -125 | -4.1% | -$4.11万 | 减仓 |
| RTX | RTX CORPORATION | $98.40万 | 0.10% | 5,101 | -45 | -0.9% | -$8,680 | 减仓 |
| STIP | ISHARES TR | $100.31万 | 0.10% | 9,699 | -103,753 | -91.5% | -$1,073.08万 | 减仓 |
| MPLX | MPLX LP | $100.53万 | 0.10% | 17,616 | 1,275 | 7.8% | $7.28万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $101.31万 | 0.10% | 5,279 | -310 | -5.5% | -$5.95万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $102.67万 | 0.11% | 7,019 | 360 | 5.4% | $5.27万 | 加仓 |
| ESML | ISHARES TR | $103.27万 | 0.11% | 21,962 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $105.16万 | 0.11% | 14,845 | 1,177 | 8.6% | $8.34万 | 加仓 |
| SHYD | VANECK ETF TRUST | $105.75万 | 0.11% | 46,667 | -1,136 | -2.4% | -$2.57万 | 减仓 |
| CSX | CSX CORP | $107.85万 | 0.11% | 26,274 | -1,271 | -4.6% | -$5.22万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $108.94万 | 0.11% | 35,187 | 3,650 | 11.6% | $11.30万 | 加仓 |
| NFLX | NETFLIX INC. | $110.24万 | 0.11% | 11,466 | 3,370 | 41.6% | $32.40万 | 加仓 |
| ESGD | ISHARES TR | $112.52万 | 0.12% | 11,767 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $116.91万 | 0.12% | 3,974 | -60 | -1.5% | -$1.77万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $117.70万 | 0.12% | 2,356 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $119.03万 | 0.12% | 18,038 | -472 | -2.5% | -$3.11万 | 减仓 |
| IFRA | ISHARES TR | $123.32万 | 0.13% | 21,559 | 5,400 | 33.4% | $30.89万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $126.20万 | 0.13% | 21,335 | 4,821 | 29.2% | $28.52万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $128.54万 | 0.13% | 6,246 | -57 | -0.9% | -$1.17万 | 减仓 |
| O | REALTY INCOME CORP | $128.63万 | 0.13% | 21,025 | 718 | 3.5% | $4.39万 | 加仓 |
| IYF | ISHARES TR | $129.24万 | 0.13% | 10,984 | 5,989 | 119.9% | $70.47万 | 加仓 |
| AVGO | BROADCOM INC | $130.42万 | 0.13% | 4,214 | 86 | 2.1% | $2.66万 | 加仓 |
| AFL | AFLAC INC | $130.74万 | 0.13% | 11,917 | -200 | -1.7% | -$2.19万 | 减仓 |
| IAU | ISHARES GOLD TR | $136.58万 | 0.14% | 15,492 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $139.12万 | 0.14% | 72,085 | 10,330 | 16.7% | $19.94万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $139.68万 | 0.14% | 6,866 | 513 | 8.1% | $10.44万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $142.20万 | 0.15% | 47,290 | -146,947 | -75.7% | -$441.87万 | 减仓 |
| DLN | WISDOMTREE TR | $144.92万 | 0.15% | 16,223 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $146.96万 | 0.15% | 7,570 | -116 | -1.5% | -$2.25万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $153.12万 | 0.16% | 7,430 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $154.40万 | 0.16% | 8,277 | 500 | 6.4% | $9.33万 | 加仓 |
| VB | VANGUARD INDEX FDS | $155.17万 | 0.16% | 5,924 | 44 | 0.7% | $1.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $163.38万 | 0.17% | 2,734 | -113 | -4.0% | -$6.75万 | 减仓 |