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 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $2.18亿 | 22.44% | 236,682 | 65 | 0.0% | $5.98万 | 加仓 |
| AAPL | APPLE INC | $4,816.43万 | 4.96% | 189,780 | -3,474 | -1.8% | -$88.17万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,928.23万 | 4.05% | 613,020 | 471 | 0.1% | $3.02万 | 加仓 |
| IVV | ISHARES TR | $2,978.42万 | 3.07% | 45,597 | -69 | -0.2% | -$4.51万 | 减仓 |
| PEP | PEPSICO INC | $2,043.18万 | 2.11% | 131,572 | -4,960 | -3.6% | -$77.02万 | 减仓 |
| DOL | WISDOMTREE TR | $1,832.58万 | 1.89% | 269,551 | 26,790 | 11.0% | $182.14万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,626.42万 | 1.68% | 93,258 | 3,422 | 3.8% | $59.68万 | 加仓 |
| IEMG | ISHARES INC | $1,625.92万 | 1.68% | 233,107 | -10,314 | -4.2% | -$71.94万 | 减仓 |
| TIP | ISHARES TR | $1,517.58万 | 1.56% | 137,511 | 134,280 | 4,156.0% | $1,481.92万 | 加仓 |
| ISHG | ISHARES TR | $1,487.59万 | 1.53% | 200,527 | 62,150 | 44.9% | $461.05万 | 加仓 |
| AMZN | AMAZON COM INC | $1,454.86万 | 1.50% | 69,855 | -46 | -0.1% | -$9,580 | 减仓 |
| RVTY | REVVITY INC | $1,425.16万 | 1.47% | 162,671 | 0 | 0.0% | — | 不变 |
| SPMD | SPDR SERIES TRUST | $1,408.78万 | 1.45% | 237,889 | 9,557 | 4.2% | $56.60万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,345.61万 | 1.39% | 36,621 | -657 | -1.8% | -$24.14万 | 减仓 |
| IEI | ISHARES TR | $1,323.09万 | 1.36% | 111,559 | 44,777 | 67.0% | $531.05万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,321.89万 | 1.36% | 289,571 | 1,792 | 0.6% | $8.18万 | 加仓 |
| TLH | ISHARES TR | $1,269.53万 | 1.31% | 126,045 | 126,045 | — | $1,269.53万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $1,166.19万 | 1.20% | 248,602 | 13,713 | 5.8% | $64.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,143.60万 | 1.18% | 35,647 | -7,988 | -18.3% | -$256.27万 | 减仓 |
| MBB | ISHARES TR | $927.79万 | 0.96% | 97,714 | 97,714 | — | $927.79万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $902.36万 | 0.93% | 41,959 | -591 | -1.4% | -$12.71万 | 减仓 |
| SHYG | ISHARES TR | $877.62万 | 0.90% | 207,426 | 52,548 | 33.9% | $222.33万 | 加仓 |
| DGS | WISDOMTREE TR | $865.96万 | 0.89% | 144,086 | 6,967 | 5.1% | $41.87万 | 加仓 |
| MSFT | MICROSOFT CORP | $855.65万 | 0.88% | 23,115 | 926 | 4.2% | $34.28万 | 加仓 |
| PAVE | GLOBAL X FDS | $796.46万 | 0.82% | 156,752 | 4,306 | 2.8% | $21.88万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $783.87万 | 0.81% | 16,358 | -422 | -2.5% | -$20.22万 | 减仓 |
| SHY | ISHARES TR | $775.33万 | 0.80% | 93,900 | -64,049 | -40.6% | -$528.85万 | 减仓 |
| TSLA | TESLA INC | $744.84万 | 0.77% | 20,036 | -187,963 | -90.4% | -$6,987.53万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $720.51万 | 0.74% | 48,650 | -825 | -1.7% | -$12.22万 | 减仓 |
| VO | VANGUARD INDEX FDS | $680.77万 | 0.70% | 23,705 | 399 | 1.7% | $11.46万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $679.93万 | 0.70% | 61,549 | 8,747 | 16.6% | $96.63万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $677.23万 | 0.70% | 201,916 | 201,916 | — | $677.23万 | 新建仓 |
| AVES | AMERICAN CENTY ETF TR | $652.10万 | 0.67% | 108,720 | 21,263 | 24.3% | $127.54万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $651.71万 | 0.67% | 356,708 | -4,748 | -1.3% | -$8.67万 | 减仓 |
| DEM | WISDOMTREE TR | $632.72万 | 0.65% | 127,333 | 874 | 0.7% | $4.34万 | 加仓 |
| VV | VANGUARD INDEX FDS | $624.24万 | 0.64% | 20,888 | -70 | -0.3% | -$2.09万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $615.58万 | 0.63% | 55,568 | -993 | -1.8% | -$11.00万 | 减仓 |
| DGRO | ISHARES TR | $574.74万 | 0.59% | 81,896 | 145 | 0.2% | $1.02万 | 加仓 |
| DES | WISDOMTREE TR | $574.40万 | 0.59% | 159,821 | -1,711 | -1.1% | -$6.15万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $540.85万 | 0.56% | 108,408 | -1,813 | -1.6% | -$9.05万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $536.42万 | 0.55% | 15,873 | -50 | -0.3% | -$1.69万 | 减仓 |
| EFA | ISHARES TR | $535.17万 | 0.55% | 55,099 | 6,042 | 12.3% | $58.69万 | 加仓 |
| SUB | ISHARES TR | $522.19万 | 0.54% | 49,032 | 9,679 | 24.6% | $103.08万 | 加仓 |
| SCZ | ISHARES TR | $521.26万 | 0.54% | 66,479 | 3,879 | 6.2% | $30.42万 | 加仓 |
| GOOGL | ALPHABET INC | $515.07万 | 0.53% | 17,912 | 70 | 0.4% | $2.01万 | 加仓 |
| MLPA | GLOBAL X FDS | $511.33万 | 0.53% | 94,920 | -4,267 | -4.3% | -$22.99万 | 减仓 |
| META | META PLATFORMS INC | $506.95万 | 0.52% | 8,861 | 18 | 0.2% | $1.03万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $504.44万 | 0.52% | 62,578 | 10,136 | 19.3% | $81.71万 | 加仓 |
| MUB | ISHARES TR | $500.93万 | 0.52% | 47,191 | 12,171 | 34.8% | $129.20万 | 加仓 |
| REGL | PROSHARES TR | $488.11万 | 0.50% | 56,488 | 1,723 | 3.1% | $14.89万 | 加仓 |
| GOOG | ALPHABET INC | $474.88万 | 0.49% | 16,554 | -381 | -2.2% | -$10.93万 | 减仓 |
| IDEV | ISHARES TR | $463.20万 | 0.48% | 55,426 | -686 | -1.2% | -$5.73万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $459.37万 | 0.47% | 46,002 | 5,776 | 14.4% | $57.68万 | 加仓 |
| VFH | VANGUARD WORLD FD | $458.29万 | 0.47% | 37,935 | -3,014 | -7.4% | -$36.41万 | 减仓 |
| DON | WISDOMTREE TR | $451.63万 | 0.47% | 85,960 | -756 | -0.9% | -$3.97万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $450.49万 | 0.46% | 11,539 | 13 | 0.1% | $5,075 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.44% | 6 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $401.43万 | 0.41% | 56,436 | -90 | -0.2% | -$6,402 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $385.46万 | 0.40% | 116,984 | -1,484 | -1.3% | -$4.89万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $345.89万 | 0.36% | 5,319 | 583 | 12.3% | $37.91万 | 加仓 |
| IDV | ISHARES TR | $344.00万 | 0.35% | 80,828 | 16,351 | 25.4% | $69.59万 | 加仓 |
| QQQ | INVESCO QQQ TR | $342.62万 | 0.35% | 5,936 | 6 | 0.1% | $3,463 | 加仓 |
| VOE | VANGUARD INDEX FDS | $316.17万 | 0.33% | 17,157 | -265 | -1.5% | -$4.88万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $309.99万 | 0.32% | 34,949 | 526 | 1.5% | $4.67万 | 加仓 |
| NYF | ISHARES TR | $306.74万 | 0.32% | 57,745 | -480 | -0.8% | -$2.55万 | 减仓 |
| AMLP | ALPS ETF TR | $276.27万 | 0.28% | 52,482 | 461 | 0.9% | $2.43万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $268.32万 | 0.28% | 31,627 | -1,568 | -4.7% | -$13.30万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $266.91万 | 0.28% | 40,367 | 6,930 | 20.7% | $45.82万 | 加仓 |
| ESGU | ISHARES TR | $261.63万 | 0.27% | 18,500 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $254.98万 | 0.26% | 17,902 | 2 | 0.0% | $285 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $240.33万 | 0.25% | 44,464 | 7,287 | 19.6% | $39.39万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $233.83万 | 0.24% | 19,711 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $223.80万 | 0.23% | 8,598 | -347 | -3.9% | -$9.03万 | 减仓 |
| IWF | ISHARES TR | $223.73万 | 0.23% | 5,247 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $222.12万 | 0.23% | 14,670 | -513 | -3.4% | -$7.77万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $217.38万 | 0.22% | 28,401 | 2,642 | 10.3% | $20.22万 | 加仓 |
| IEFA | ISHARES TR | $217.25万 | 0.22% | 23,998 | -32 | -0.1% | -$2,897 | 减仓 |
| GLD | SPDR GOLD TR | $211.62万 | 0.22% | 4,918 | 20 | 0.4% | $8,606 | 加仓 |
| DGRW | WISDOMTREE TR | $208.83万 | 0.22% | 23,774 | -2,282 | -8.8% | -$20.05万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $203.53万 | 0.21% | 32,591 | -45 | -0.1% | -$2,810 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $202.79万 | 0.21% | 24,506 | -5,815 | -19.2% | -$48.12万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $201.28万 | 0.21% | 2,020 | 19 | 0.9% | $1.89万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $198.29万 | 0.20% | 8,112 | -164 | -2.0% | -$4.01万 | 减仓 |
| MOAT | VANECK ETF TRUST | $188.90万 | 0.19% | 19,535 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $187.07万 | 0.19% | 87,049 | -598 | -0.7% | -$1.29万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $179.92万 | 0.19% | 47,547 | 3,227 | 7.3% | $12.21万 | 加仓 |
| MRK | MERCK & CO INC | $176.42万 | 0.18% | 14,666 | -71 | -0.5% | -$8,541 | 减仓 |
| NEE | NEXTERA ENERGY INC | $168.58万 | 0.17% | 18,150 | -1,285 | -6.6% | -$11.94万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $165.01万 | 0.17% | 6,807 | 118 | 1.8% | $2.86万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $164.10万 | 0.17% | 45,509 | 4,208 | 10.2% | $15.17万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $163.38万 | 0.17% | 2,734 | -113 | -4.0% | -$6.75万 | 减仓 |
| VB | VANGUARD INDEX FDS | $155.17万 | 0.16% | 5,924 | 44 | 0.7% | $1.15万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $154.40万 | 0.16% | 8,277 | 500 | 6.4% | $9.33万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $153.12万 | 0.16% | 7,430 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $146.96万 | 0.15% | 7,570 | -116 | -1.5% | -$2.25万 | 减仓 |
| DLN | WISDOMTREE TR | $144.92万 | 0.15% | 16,223 | 0 | 0.0% | — | 不变 |
| SPSB | SPDR SERIES TRUST | $142.20万 | 0.15% | 47,290 | -146,947 | -75.7% | -$441.87万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $139.68万 | 0.14% | 6,866 | 513 | 8.1% | $10.44万 | 加仓 |
| ET | ENERGY TRANSFER L P | $139.12万 | 0.14% | 72,085 | 10,330 | 16.7% | $19.94万 | 加仓 |
| IAU | ISHARES GOLD TR | $136.58万 | 0.14% | 15,492 | 0 | 0.0% | — | 不变 |