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 |
|---|---|---|---|---|---|---|---|---|
| IYF | ISHARES TR | $140.06万 | 0.12% | 10,984 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $138.90万 | 0.12% | 72,645 | 560 | 0.8% | $1.07万 | 加仓 |
| ESGD | ISHARES TR | $137.43万 | 0.12% | 13,367 | 1,600 | 13.6% | $16.45万 | 加仓 |
| AFL | AFLAC INC | $134.81万 | 0.12% | 11,498 | -419 | -3.5% | -$4.91万 | 减仓 |
| IFRA | ISHARES TR | $134.65万 | 0.12% | 21,359 | -200 | -0.9% | -$1.26万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $128.87万 | 0.11% | 42,941 | -4,349 | -9.2% | -$13.05万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $128.20万 | 0.11% | 3,916 | -58 | -1.5% | -$1.90万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $127.53万 | 0.11% | 34,589 | -598 | -1.7% | -$2.20万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $125.14万 | 0.11% | 7,430 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $124.85万 | 0.11% | 1,082 | -35 | -3.1% | -$4.04万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $123.19万 | 0.11% | 2,399 | 43 | 1.8% | $2.21万 | 加仓 |
| ESML | ISHARES TR | $122.83万 | 0.11% | 21,962 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $118.91万 | 0.10% | 25,018 | -1,256 | -4.8% | -$5.97万 | 减仓 |
| IAU | ISHARES GOLD TR | $117.07万 | 0.10% | 15,504 | 12 | 0.1% | $906 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $116.05万 | 0.10% | 12,558 | -1,600 | -11.3% | -$14.79万 | 减仓 |
| IWD | ISHARES TR | $113.60万 | 0.10% | 4,686 | 1,289 | 37.9% | $31.25万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $112.32万 | 0.10% | 5,279 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $108.19万 | 0.09% | 9,211 | -835 | -8.3% | -$9.81万 | 减仓 |
| SHYD | VANECK ETF TRUST | $106.87万 | 0.09% | 46,667 | 0 | 0.0% | — | 不变 |
| NUEM | NUSHARES ETF TR | $106.09万 | 0.09% | 25,000 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $104.69万 | 0.09% | 4,733 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $103.84万 | 0.09% | 7,437 | 807 | 12.2% | $11.27万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $100.66万 | 0.09% | 5,698 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $99.77万 | 0.09% | 2,928 | 2,928 | — | $99.77万 | 新建仓 |
| HD | HOME DEPOT INC | $99.32万 | 0.09% | 2,816 | -75 | -2.6% | -$2.65万 | 减仓 |
| MPLX | MPLX LP | $99.23万 | 0.09% | 17,616 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $97.58万 | 0.08% | 1,971 | 6 | 0.3% | $2,970 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $96.90万 | 0.08% | 79,954 | 79,954 | — | $96.90万 | 新建仓 |
| RTX | RTX CORPORATION | $95.24万 | 0.08% | 5,020 | -81 | -1.6% | -$1.54万 | 减仓 |
| SMDV | PROSHARES TR | $93.50万 | 0.08% | 12,138 | 530 | 4.6% | $4.08万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $92.13万 | 0.08% | 33,260 | -4,047 | -10.8% | -$11.21万 | 减仓 |
| IWM | ISHARES TR | $90.74万 | 0.08% | 3,020 | -200 | -6.2% | -$6.01万 | 减仓 |
| STIP | ISHARES TR | $90.20万 | 0.08% | 8,830 | -869 | -9.0% | -$8.88万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $90.19万 | 0.08% | 63,026 | 63,026 | — | $90.19万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $90.05万 | 0.08% | 30,598 | -1,653 | -5.1% | -$4.86万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $89.89万 | 0.08% | 18,103 | 18,103 | — | $89.89万 | 新建仓 |
| BNO | UNITED STS BRENT OIL FD LP | $89.52万 | 0.08% | 22,000 | 22,000 | — | $89.52万 | 新建仓 |
| EEM | ISHARES TR | $88.71万 | 0.08% | 12,968 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X FDS | $88.64万 | 0.08% | 14,845 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $85.81万 | 0.07% | 26,625 | 1 | 0.0% | $32 | 加仓 |
| NFLX | NETFLIX INC. | $85.51万 | 0.07% | 11,976 | 510 | 4.4% | $3.64万 | 加仓 |
| SDY | SPDR SERIES TRUST | $79.73万 | 0.07% | 5,239 | -157 | -2.9% | -$2.39万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $78.49万 | 0.07% | 1,116 | -59 | -5.0% | -$4.15万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $76.43万 | 0.07% | 14,256 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $75.81万 | 0.07% | 6,498 | -521 | -7.4% | -$6.08万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $74.76万 | 0.06% | 9,000 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $74.50万 | 0.06% | 13,191 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $74.44万 | 0.06% | 2,183 | 57 | 2.7% | $1.94万 | 加仓 |
| UNP | UNION PAC CORP | $74.34万 | 0.06% | 2,733 | -107 | -3.8% | -$2.91万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $74.28万 | 0.06% | 4,457 | 34 | 0.8% | $5,666 | 加仓 |
| NVS | NOVARTIS AG | $74.18万 | 0.06% | 4,733 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $71.83万 | 0.06% | 16,313 | 56 | 0.3% | $2,466 | 加仓 |
| BAC | BANK OF AMER CORP | $71.40万 | 0.06% | 12,531 | 1,391 | 12.5% | $7.93万 | 加仓 |
| IUSV | ISHARES TR | $68.66万 | 0.06% | 6,233 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $67.20万 | 0.06% | 631 | -16 | -2.5% | -$1.70万 | 减仓 |
| CR | CRANE COMPANY | $65.69万 | 0.06% | 2,945 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $65.58万 | 0.06% | 1,578 | -74 | -4.5% | -$3.08万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $65.47万 | 0.06% | 7,600 | -68 | -0.9% | -$5,857 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $65.09万 | 0.06% | 6,628 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $64.05万 | 0.06% | 26,601 | 92 | 0.3% | $2,215 | 加仓 |
| ABBV | ABBVIE INC | $63.51万 | 0.06% | 2,524 | 48 | 1.9% | $1.21万 | 加仓 |
| AMAT | APPLIED MATLS INC | $63.19万 | 0.05% | 874 | -325 | -27.1% | -$23.50万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $61.27万 | 0.05% | 1,400 | -100 | -6.7% | -$4.38万 | 减仓 |
| NOW | SERVICENOW INC | $59.76万 | 0.05% | 6,019 | 2,709 | 81.8% | $26.90万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $59.75万 | 0.05% | 8,139 | -522 | -6.0% | -$3.83万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $58.41万 | 0.05% | 2,404 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $57.63万 | 0.05% | 2,132 | -209 | -8.9% | -$5.65万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $57.32万 | 0.05% | 15,866 | 290 | 1.9% | $1.05万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $57.12万 | 0.05% | 25,659 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $56.59万 | 0.05% | 1,650 | 29 | 1.8% | $9,947 | 加仓 |
| EWC | ISHARES INC | $52.25万 | 0.05% | 9,065 | 9,065 | — | $52.25万 | 新建仓 |
| IJR | ISHARES TR | $51.90万 | 0.05% | 3,500 | -122 | -3.4% | -$1.81万 | 减仓 |
| FLOT | ISHARES TR | $51.65万 | 0.04% | 10,117 | 620 | 6.5% | $3.17万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $49.44万 | 0.04% | 9,441 | -1,249 | -11.7% | -$6.54万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $48.71万 | 0.04% | 498 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $48.47万 | 0.04% | 23,417 | -302 | -1.3% | -$6,251 | 减仓 |
| GDX | VANECK ETF TRUST | $48.05万 | 0.04% | 6,369 | -943 | -12.9% | -$7.11万 | 减仓 |
| EPI | WISDOMTREE TR | $47.97万 | 0.04% | 11,214 | 500 | 4.7% | $2.14万 | 加仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $47.82万 | 0.04% | 8,287 | 8,287 | — | $47.82万 | 新建仓 |
| KO | COCA COLA CO | $47.35万 | 0.04% | 5,827 | -40 | -0.7% | -$3,251 | 减仓 |
| SGOL | ETFS GOLD TR | $47.29万 | 0.04% | 12,370 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $46.81万 | 0.04% | 1,080 | 71 | 7.0% | $3.08万 | 加仓 |
| AMGN | AMGEN INC | $46.48万 | 0.04% | 1,284 | 20 | 1.6% | $7,240 | 加仓 |
| IWP | ISHARES TR | $45.73万 | 0.04% | 3,123 | 543 | 21.0% | $7.95万 | 加仓 |
| MO | ALTRIA GROUP INC | $45.70万 | 0.04% | 6,351 | -11,687 | -64.8% | -$84.09万 | 减仓 |
| IWS | ISHARES TR | $45.19万 | 0.04% | 2,746 | 260 | 10.5% | $4.28万 | 加仓 |
| AGG | ISHARES TR | $45.06万 | 0.04% | 4,552 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $44.42万 | 0.04% | 5,375 | -288 | -5.1% | -$2.38万 | 减仓 |
| EMXC | ISHARES INC | $44.12万 | 0.04% | 4,313 | 1,043 | 31.9% | $10.67万 | 加仓 |
| EEMS | ISHARES INC | $44.08万 | 0.04% | 5,808 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $43.45万 | 0.04% | 41,940 | -15,936 | -27.5% | -$16.51万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $42.67万 | 0.04% | 10,500 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $42.34万 | 0.04% | 831 | 4 | 0.5% | $2,038 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $42.28万 | 0.04% | 418 | 172 | 69.9% | $17.40万 | 加仓 |
| VICR | VICOR CORP | $41.17万 | 0.04% | 1,084 | 1,084 | — | $41.17万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $40.07万 | 0.03% | 6,591 | 411 | 6.7% | $2.50万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $39.86万 | 0.03% | 12,570 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $39.41万 | 0.03% | 2,753 | -104 | -3.6% | -$1.49万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $39.41万 | 0.03% | 6,412 | 1,203 | 23.1% | $7.39万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $39.06万 | 0.03% | 8,926 | 0 | 0.0% | — | 不变 |