Cascade Financial Partners, LLC
SAN DIEGO CA · SEC CIK 0002021208
$11.52亿2026Q2 申报市值
279持仓数
46.2%前十大占比 · 第一大 24.7%
25 / 14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
MUB 加仓+$405.35万
MBB 加仓+$352.32万
TIP 加仓+$297.06万
TLH 加仓+$283.81万
DOL 加仓+$282.47万
2026Q2 卖出最多 按季末市值估算
BNL 减仓-$309.44万
WTAI 重新持有-$153.29万
CRWD 减仓-$100.51万
AMD 减仓-$94.92万
VEA 减仓-$93.89万
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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $174.12万 | 0.15% | 5,744 | -180 | -3.0% | -$5.46万 | 减仓 |
| TXN | TEXAS INSTRS INC | $175.67万 | 0.15% | 5,894 | -1,676 | -22.1% | -$49.95万 | 减仓 |
| GLD | SPDR GOLD TR | $181.83万 | 0.16% | 4,936 | 18 | 0.4% | $6,631 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $186.24万 | 0.16% | 78,649 | -8,400 | -9.6% | -$19.89万 | 减仓 |
| MRK | MERCK & CO INC | $189.49万 | 0.16% | 14,746 | 80 | 0.5% | $1.03万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $190.68万 | 0.17% | 2,038 | 18 | 0.9% | $1.68万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $191.26万 | 0.17% | 2,785 | 51 | 1.9% | $3.50万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $191.80万 | 0.17% | 6,820 | 13 | 0.2% | $3,656 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $192.09万 | 0.17% | 7,564 | -548 | -6.8% | -$13.92万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $194.82万 | 0.17% | 28,679 | 7,344 | 34.4% | $49.89万 | 加仓 |
| MOAT | VANECK ETF TRUST | $203.09万 | 0.18% | 19,535 | 0 | 0.0% | — | 不变 |
| STAG | STAG INDUSTRIAL INC | $220.16万 | 0.19% | 57,846 | 12,337 | 27.1% | $46.95万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $221.03万 | 0.19% | 8,172 | -426 | -5.0% | -$11.52万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $223.08万 | 0.19% | 31,915 | -676 | -2.1% | -$4.73万 | 减仓 |
| DGRW | WISDOMTREE TR | $223.47万 | 0.19% | 23,370 | -404 | -1.7% | -$3.86万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $225.43万 | 0.20% | 10,079 | 1,802 | 21.8% | $40.30万 | 加仓 |
| DVY | ISHARES TR | $229.29万 | 0.20% | 14,670 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $256.63万 | 0.22% | 26,572 | 2,574 | 10.7% | $24.86万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $257.70万 | 0.22% | 29,324 | 923 | 3.2% | $8.11万 | 加仓 |
| AMLP | ALPS ETF TR | $271.15万 | 0.24% | 52,296 | -186 | -0.4% | -$9,644 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $275.76万 | 0.24% | 46,199 | 1,735 | 3.9% | $10.36万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $276.81万 | 0.24% | 31,033 | -594 | -1.9% | -$5.30万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $282.65万 | 0.25% | 19,546 | -165 | -0.8% | -$2.39万 | 减仓 |
| ITOT | ISHARES TR | $294.08万 | 0.26% | 17,902 | 0 | 0.0% | — | 不变 |
| EWX | SPDR INDEX SHS FDS | $299.95万 | 0.26% | 40,368 | 1 | 0.0% | $74 | 加仓 |
| IWF | ISHARES TR | $300.79万 | 0.26% | 24,224 | 3,236 | 15.4% | $40.18万 | 加仓 |
| ESGU | ISHARES TR | $302.79万 | 0.26% | 18,500 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $303.94万 | 0.26% | 5,232 | -1,634 | -23.8% | -$94.92万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $330.96万 | 0.29% | 16,749 | -408 | -2.4% | -$8.06万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $334.91万 | 0.29% | 34,731 | -218 | -0.6% | -$2.10万 | 减仓 |
| NYF | ISHARES TR | $337.04万 | 0.29% | 62,524 | 4,779 | 8.3% | $25.76万 | 加仓 |
| IDV | ISHARES TR | $362.05万 | 0.31% | 87,389 | 6,561 | 8.1% | $27.18万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $393.59万 | 0.34% | 5,271 | -48 | -0.9% | -$3.58万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $420.09万 | 0.36% | 115,854 | -1,130 | -1.0% | -$4.10万 | 减仓 |
| QQQ | INVESCO QQQ TR | $423.51万 | 0.37% | 5,751 | -185 | -3.1% | -$13.62万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $427.88万 | 0.37% | 207,003 | -149,705 | -42.0% | -$309.44万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 0.39% | 6 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $457.64万 | 0.40% | 55,580 | -856 | -1.5% | -$7.05万 | 减仓 |
| DON | WISDOMTREE TR | $483.02万 | 0.42% | 85,460 | -500 | -0.6% | -$2.83万 | 减仓 |
| MLPA | GLOBAL X FDS | $487.52万 | 0.42% | 91,846 | -3,074 | -3.2% | -$16.32万 | 减仓 |
| IDEV | ISHARES TR | $490.84万 | 0.43% | 55,144 | -282 | -0.5% | -$2.51万 | 减仓 |
| META | META PLATFORMS INC | $497.73万 | 0.43% | 8,836 | -25 | -0.3% | -$1.41万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $545.76万 | 0.47% | 52,960 | 6,958 | 15.1% | $71.70万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $547.32万 | 0.48% | 108,208 | -200 | -0.2% | -$1.01万 | 减仓 |
| VFH | VANGUARD WORLD FD | $556.96万 | 0.48% | 42,323 | 4,388 | 11.6% | $57.75万 | 加仓 |
| REGL | PROSHARES TR | $559.93万 | 0.49% | 61,148 | 4,660 | 8.2% | $42.67万 | 加仓 |
| SCZ | ISHARES TR | $565.43万 | 0.49% | 68,728 | 2,249 | 3.4% | $18.50万 | 加仓 |
| GOOG | ALPHABET INC | $568.74万 | 0.49% | 16,097 | -457 | -2.8% | -$16.15万 | 减仓 |
| DGRO | ISHARES TR | $619.18万 | 0.54% | 81,697 | -199 | -0.2% | -$1.51万 | 减仓 |
| GOOGL | ALPHABET INC | $628.18万 | 0.55% | 17,578 | -334 | -1.9% | -$11.94万 | 减仓 |
| DES | WISDOMTREE TR | $641.42万 | 0.56% | 157,674 | -2,147 | -1.3% | -$8.73万 | 减仓 |
| SUB | ISHARES TR | $677.50万 | 0.59% | 63,633 | 14,601 | 29.8% | $155.46万 | 加仓 |
| DEM | WISDOMTREE TR | $695.40万 | 0.60% | 129,281 | 1,948 | 1.5% | $10.48万 | 加仓 |
| VV | VANGUARD INDEX FDS | $712.44万 | 0.62% | 20,716 | -172 | -0.8% | -$5.92万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $714.70万 | 0.62% | 78,358 | 15,780 | 25.2% | $143.93万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $754.11万 | 0.65% | 56,594 | 1,026 | 1.8% | $13.67万 | 加仓 |
| EFA | ISHARES TR | $757.53万 | 0.66% | 72,923 | 17,824 | 32.3% | $185.16万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $762.34万 | 0.66% | 15,963 | 90 | 0.6% | $4.30万 | 加仓 |
| VO | VANGUARD INDEX FDS | $763.68万 | 0.66% | 94,784 | -36 | -0.0% | -$2,901 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $772.78万 | 0.67% | 48,901 | 251 | 0.5% | $3.97万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $780.08万 | 0.68% | 10,222 | -1,317 | -11.4% | -$100.51万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $795.98万 | 0.69% | 237,891 | 35,975 | 17.8% | $120.37万 | 加仓 |
| SHY | ISHARES TR | $818.59万 | 0.71% | 99,694 | 5,794 | 6.2% | $47.57万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $820.84万 | 0.71% | 16,404 | 46 | 0.3% | $2.30万 | 加仓 |
| TSLA | TESLA INC | $851.88万 | 0.74% | 20,254 | 218 | 1.1% | $9.17万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $868.13万 | 0.75% | 132,338 | 23,618 | 21.7% | $154.93万 | 加仓 |
| MSFT | MICROSOFT CORP | $872.57万 | 0.76% | 23,392 | 277 | 1.2% | $10.33万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $898.35万 | 0.78% | 72,006 | 10,457 | 17.0% | $130.46万 | 加仓 |
| SHYG | ISHARES TR | $912.37万 | 0.79% | 215,130 | 7,704 | 3.7% | $32.67万 | 加仓 |
| MUB | ISHARES TR | $913.22万 | 0.79% | 84,856 | 37,665 | 79.8% | $405.35万 | 加仓 |
| DGS | WISDOMTREE TR | $981.16万 | 0.85% | 151,624 | 7,538 | 5.2% | $48.78万 | 加仓 |
| PAVE | GLOBAL X FDS | $984.62万 | 0.85% | 167,112 | 10,360 | 6.6% | $61.04万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $992.76万 | 0.86% | 41,956 | -3 | -0.0% | -$710 | 减仓 |
| MBB | ISHARES TR | $1,275.92万 | 1.11% | 134,989 | 37,275 | 38.1% | $352.32万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,312.10万 | 1.14% | 35,458 | -189 | -0.5% | -$6.99万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,395.69万 | 1.21% | 269,542 | 20,940 | 8.4% | $108.43万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,458.54万 | 1.27% | 289,451 | -120 | -0.0% | -$6,047 | 减仓 |
| TLH | ISHARES TR | $1,548.67万 | 1.34% | 154,327 | 28,282 | 22.4% | $283.81万 | 加仓 |
| IEI | ISHARES TR | $1,567.91万 | 1.36% | 133,496 | 21,937 | 19.7% | $257.65万 | 加仓 |
| AMZN | AMAZON COM INC | $1,642.49万 | 1.43% | 68,914 | -941 | -1.3% | -$22.43万 | 减仓 |
| MGK | VANGUARD WORLD FD | $1,651.71万 | 1.43% | 187,887 | 4,782 | 2.6% | $42.04万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,671.89万 | 1.45% | 247,468 | 9,579 | 4.0% | $64.72万 | 加仓 |
| ISHG | ISHARES TR | $1,686.89万 | 1.46% | 227,206 | 26,679 | 13.3% | $198.08万 | 加仓 |
| PEP | PEPSICO INC | $1,750.30万 | 1.52% | 129,269 | -2,303 | -1.8% | -$31.18万 | 减仓 |
| TIP | ISHARES TR | $1,801.84万 | 1.56% | 164,657 | 27,146 | 19.7% | $297.06万 | 加仓 |
| RVTY | REVVITY INC | $1,809.88万 | 1.57% | 162,671 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $1,846.38万 | 1.60% | 92,277 | -981 | -1.1% | -$19.63万 | 减仓 |
| IEMG | ISHARES INC | $1,948.82万 | 1.69% | 235,252 | 2,145 | 0.9% | $17.77万 | 加仓 |
| DOL | WISDOMTREE TR | $2,286.97万 | 1.99% | 307,535 | 37,984 | 14.1% | $282.47万 | 加仓 |
| IVV | ISHARES TR | $3,671.90万 | 3.19% | 49,031 | 3,434 | 7.5% | $257.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,273.88万 | 3.71% | 599,843 | -13,177 | -2.1% | -$93.89万 | 减仓 |
| AAPL | APPLE INC | $5,453.76万 | 4.74% | 188,477 | -1,303 | -0.7% | -$37.70万 | 减仓 |
| LLY | ELI LILLY & CO | $2.84亿 | 24.65% | 236,707 | 25 | 0.0% | $3.00万 | 加仓 |