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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -5,195 | -100.0% | -$88.13万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -9,098 | -100.0% | -$53.71万 | 清仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $0 | 0.00% | 0 | -18,723 | -100.0% | -$32.05万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -6,704 | -100.0% | -$25.76万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,715 | -100.0% | -$23.91万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -490 | -100.0% | -$22.59万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -672 | -100.0% | -$22.08万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$21.83万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -507 | -100.0% | -$21.56万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,060 | -100.0% | -$20.85万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -872 | -100.0% | -$20.60万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -1,125 | -100.0% | -$20.50万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -6,623 | -100.0% | -$20.08万 | 清仓 |
| FPE | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -11,065 | -100.0% | -$19.64万 | 清仓 |
| — | PROTALIX BIOTHERAPEUTICS INC | $2.80万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $4.28万 | 0.00% | 24,480 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $5.01万 | 0.00% | 10,305 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $9.97万 | 0.01% | 66,490 | 0 | 0.0% | — | 不变 |
| — | FIBROBIOLOGICS INC | $10.31万 | 0.01% | 108,828 | 92,400 | 562.5% | $8.76万 | 加仓 |
| — | BRANCHOUT FOOD INC | $11.50万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| EXK | ENDEAVOUR SILVER CORP | $14.08万 | 0.01% | 17,000 | 2,300 | 15.6% | $1.90万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $20.13万 | 0.02% | 4,423 | 4,423 | — | $20.13万 | 新建仓 |
| EWY | ISHARES INC | $20.69万 | 0.02% | 1,025 | 1,025 | — | $20.69万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $20.70万 | 0.02% | 1,565 | 1,565 | — | $20.70万 | 新建仓 |
| OKE | ONEOK INC NEW | $20.87万 | 0.02% | 2,401 | 10 | 0.4% | $869 | 加仓 |
| IWO | ISHARES TR | $21.00万 | 0.02% | 533 | 533 | — | $21.00万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $21.04万 | 0.02% | 1,109 | 11 | 1.0% | $2,087 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $21.33万 | 0.02% | 5,400 | -890 | -14.1% | -$3.52万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $21.45万 | 0.02% | 1,594 | 0 | 0.0% | — | 重新持有 |
| SUSL | ISHARES TR | $21.45万 | 0.02% | 1,616 | 1,616 | — | $21.45万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $21.74万 | 0.02% | 995 | 21 | 2.2% | $4,589 | 重新持有 |
| ACWI | ISHARES TR | $21.96万 | 0.02% | 1,399 | 1,399 | — | $21.96万 | 新建仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $22.00万 | 0.02% | 1,450 | 1,450 | — | $22.00万 | 新建仓 |
| PWRD | TCW ETF TRUST | $22.06万 | 0.02% | 1,794 | 1,794 | — | $22.06万 | 新建仓 |
| UFOX | ETF SER SOLUTIONS | $23.00万 | 0.02% | 2,420 | 2,420 | — | $23.00万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $23.20万 | 0.02% | 1,864 | -224 | -10.7% | -$2.79万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $23.29万 | 0.02% | 6,193 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $23.50万 | 0.02% | 2,700 | 2,700 | — | $23.50万 | 新建仓 |
| TJX | TJX COS INC NEW | $23.57万 | 0.02% | 1,556 | 27 | 1.8% | $4,090 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $23.84万 | 0.02% | 1,318 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $23.96万 | 0.02% | 1,198 | 1,198 | — | $23.96万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $24.12万 | 0.02% | 15,293 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $24.39万 | 0.02% | 8,900 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $24.44万 | 0.02% | 19,301 | 500 | 2.7% | $6,330 | 加仓 |
| ETN | EATON CORP PLC | $24.66万 | 0.02% | 579 | -117 | -16.8% | -$4.98万 | 减仓 |
| EBAY | EBAY INC. | $24.93万 | 0.02% | 2,231 | 28 | 1.3% | $3,129 | 加仓 |
| AMP | AMERIPRISE FINL INC | $25.42万 | 0.02% | 554 | 1 | 0.2% | $459 | 加仓 |
| C | CITIGROUP INC | $25.54万 | 0.02% | 1,825 | -105 | -5.4% | -$1.47万 | 减仓 |
| CGBD | CARLYLE SECURED LENDING INC | $25.92万 | 0.02% | 24,620 | 24,620 | — | $25.92万 | 新建仓 |
| DVA | DAVITA INC | $25.96万 | 0.02% | 1,167 | 1,167 | — | $25.96万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $26.16万 | 0.02% | 5,484 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $27.02万 | 0.02% | 5,691 | -32,292 | -85.0% | -$153.29万 | 重新持有 |
| SMH | VANECK ETF TRUST | $27.09万 | 0.02% | 413 | 413 | — | $27.09万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $27.09万 | 0.02% | 895 | 895 | — | $27.09万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $27.24万 | 0.02% | 769 | 10 | 1.3% | $3,542 | 加仓 |
| SJNK | SPDR SERIES TRUST | $27.28万 | 0.02% | 10,900 | 10,900 | — | $27.28万 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $27.33万 | 0.02% | 13,415 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $27.34万 | 0.02% | 869 | 5 | 0.6% | $1,573 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $27.97万 | 0.02% | 3,051 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $27.99万 | 0.02% | 291 | -17 | -5.5% | -$1.64万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.28万 | 0.02% | 6,679 | -382 | -5.4% | -$1.62万 | 减仓 |
| YUM | YUM BRANDS INC | $28.30万 | 0.02% | 1,770 | 7 | 0.4% | $1,119 | 加仓 |
| TFC | TRUIST FINL CORP | $28.58万 | 0.02% | 5,737 | 98 | 1.7% | $4,882 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $28.60万 | 0.02% | 12,578 | 2,266 | 22.0% | $5.15万 | 加仓 |
| ILMN | ILLUMINA INC | $29.19万 | 0.03% | 1,660 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $29.40万 | 0.03% | 5,082 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $29.47万 | 0.03% | 5,824 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $29.77万 | 0.03% | 3,233 | 30 | 0.9% | $2,763 | 加仓 |
| ARTY | ISHARES TR | $30.46万 | 0.03% | 4,000 | -200 | -4.8% | -$1.52万 | 重新持有 |
| ONEY | SPDR SERIES TRUST | $30.73万 | 0.03% | 2,399 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $31.11万 | 0.03% | 3,650 | 0 | 0.0% | — | 不变 |
| REM | ISHARES TR | $31.86万 | 0.03% | 14,450 | 0 | 0.0% | — | 不变 |
| DGRS | WISDOMTREE TR | $31.88万 | 0.03% | 5,372 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $31.90万 | 0.03% | 3,209 | 3,209 | — | $31.90万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $32.12万 | 0.03% | 4,291 | -522 | -10.8% | -$3.91万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $32.51万 | 0.03% | 971 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $32.72万 | 0.03% | 8,379 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $32.74万 | 0.03% | 4,229 | 0 | 0.0% | — | 不变 |
| SHM | SPDR SERIES TRUST | $33.31万 | 0.03% | 6,944 | -418 | -5.7% | -$2.00万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $33.46万 | 0.03% | 2,282 | 80 | 3.6% | $1.17万 | 加仓 |
| AIQ | GLOBAL X FDS | $34.05万 | 0.03% | 5,190 | -8,470 | -62.0% | -$55.57万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $34.08万 | 0.03% | 3,850 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $34.71万 | 0.03% | 2,904 | 0 | 0.0% | — | 不变 |
| UMI | USCF ETF TR | $35.05万 | 0.03% | 5,957 | -986 | -14.2% | -$5.80万 | 减仓 |
| CVX | CHEVRON CORPORATION | $35.06万 | 0.03% | 2,115 | -530 | -20.0% | -$8.79万 | 减仓 |
| BA | BOEING CO | $35.60万 | 0.03% | 1,644 | 108 | 7.0% | $2.34万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $35.77万 | 0.03% | 33,000 | -5,523 | -14.3% | -$5.99万 | 减仓 |
| GEV | GE VERNOVA INC | $36.54万 | 0.03% | 311 | 20 | 6.9% | $2.35万 | 加仓 |
| ORCL | ORACLE CORP | $36.73万 | 0.03% | 2,507 | 222 | 9.7% | $3.25万 | 加仓 |
| LIN | LINDE PLC | $36.88万 | 0.03% | 711 | 22 | 3.2% | $1.14万 | 加仓 |
| IJH | ISHARES TR | $37.39万 | 0.03% | 4,849 | 131 | 2.8% | $1.01万 | 加仓 |
| QCOM | QUALCOMM INC | $37.59万 | 0.03% | 2,034 | -44 | -2.1% | -$8,132 | 减仓 |
| SOXX | ISHARES TR | $38.45万 | 0.03% | 600 | -400 | -40.0% | -$25.63万 | 重新持有 |
| WES | WESTERN MIDSTREAM PARTNERS L | $39.06万 | 0.03% | 8,926 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $39.41万 | 0.03% | 6,412 | 1,203 | 23.1% | $7.39万 | 加仓 |
| EMR | EMERSON ELEC CO | $39.41万 | 0.03% | 2,753 | -104 | -3.6% | -$1.49万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $39.86万 | 0.03% | 12,570 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $40.07万 | 0.03% | 6,591 | 411 | 6.7% | $2.50万 | 加仓 |
| VICR | VICOR CORP | $41.17万 | 0.04% | 1,084 | 1,084 | — | $41.17万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $42.28万 | 0.04% | 418 | 172 | 69.9% | $17.40万 | 加仓 |