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 |
|---|---|---|---|---|---|---|---|---|
| PG | PROCTER & GAMBLE CO | $31.81万 | 0.03% | 2,202 | -4,200 | -65.6% | -$60.67万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $31.73万 | 0.03% | 3,850 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $31.65万 | 0.03% | 4,229 | 4,229 | — | $31.65万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $31.36万 | 0.03% | 4,813 | 0 | 0.0% | — | 不变 |
| REM | ISHARES TR | $31.02万 | 0.03% | 14,450 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $30.79万 | 0.03% | 8,379 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $30.65万 | 0.03% | 6,290 | 6,290 | — | $30.65万 | 新建仓 |
| BA | BOEING CO | $30.58万 | 0.03% | 1,536 | 5 | 0.3% | $995 | 加仓 |
| — | WISDOMTREE TR | $30.23万 | 0.03% | 3,650 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $29.63万 | 0.03% | 308 | -20 | -6.1% | -$1.92万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $29.57万 | 0.03% | 3,203 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $29.29万 | 0.03% | 5,082 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $29.26万 | 0.03% | 6,630 | 239 | 3.7% | $1.05万 | 加仓 |
| IAGG | ISHARES TR | $29.14万 | 0.03% | 5,824 | -515 | -8.1% | -$2.58万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $28.92万 | 0.03% | 5,209 | 1,323 | 34.0% | $7.35万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $28.80万 | 0.03% | 2,399 | 0 | 0.0% | — | 不变 |
| DGRS | WISDOMTREE TR | $28.45万 | 0.03% | 5,372 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $27.42万 | 0.03% | 1,763 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $27.38万 | 0.03% | 13,415 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $26.76万 | 0.03% | 2,078 | 600 | 40.6% | $7.73万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $26.05万 | 0.03% | 759 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $26.00万 | 0.03% | 3,051 | -730 | -19.3% | -$6.22万 | 减仓 |
| TFC | TRUIST FINL CORP | $25.92万 | 0.03% | 5,639 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $25.76万 | 0.03% | 6,704 | 640 | 10.6% | $2.46万 | 加仓 |
| EMXC | ISHARES INC | $25.72万 | 0.03% | 3,270 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $25.40万 | 0.03% | 291 | 291 | — | $25.40万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $25.33万 | 0.03% | 363 | -64 | -15.0% | -$4.47万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $24.96万 | 0.03% | 5,484 | 5,484 | — | $24.96万 | 新建仓 |
| ETN | EATON CORP PLC | $24.88万 | 0.03% | 696 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $24.80万 | 0.03% | 864 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $24.58万 | 0.03% | 553 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $24.42万 | 0.03% | 1,529 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $24.33万 | 0.03% | 971 | 971 | — | $24.33万 | 新建仓 |
| HDV | ISHARES TR | $24.16万 | 0.02% | 1,780 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP | $24.07万 | 0.02% | 6,193 | 6,193 | — | $24.07万 | 新建仓 |
| BIZD | VANECK ETF TRUST | $24.07万 | 0.02% | 18,801 | 1,225 | 7.0% | $1.57万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $23.91万 | 0.02% | 1,715 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $22.76万 | 0.02% | 10,312 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $22.59万 | 0.02% | 490 | 0 | 0.0% | — | 不变 |
| HTGC | HERCULES CAPITAL INC | $22.59万 | 0.02% | 15,293 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $22.08万 | 0.02% | 672 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $21.89万 | 0.02% | 1,930 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $21.83万 | 0.02% | 1,250 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $21.79万 | 0.02% | 1,318 | -96 | -6.8% | -$1.59万 | 减仓 |
| AZN | ASTRAZENECA PLC | $21.66万 | 0.02% | 1,098 | 1,098 | — | $21.66万 | 新建仓 |
| OKE | ONEOK INC NEW | $21.61万 | 0.02% | 2,391 | -2,156 | -47.4% | -$19.49万 | 减仓 |
| SPGI | S&P GLOBAL INC | $21.56万 | 0.02% | 507 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $21.56万 | 0.02% | 1,009 | 1,009 | — | $21.56万 | 新建仓 |
| SLV | ISHARES SILVER TR | $20.85万 | 0.02% | 3,060 | 3,060 | — | $20.85万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $20.81万 | 0.02% | 246 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $20.60万 | 0.02% | 872 | -7 | -0.8% | -$1,654 | 减仓 |
| PSX | PHILLIPS 66 | $20.50万 | 0.02% | 1,125 | 1,125 | — | $20.50万 | 新建仓 |
| ILMN | ILLUMINA INC | $20.46万 | 0.02% | 1,660 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $20.08万 | 0.02% | 6,623 | -10,095 | -60.4% | -$30.61万 | 重新持有 |
| EBAY | EBAY INC. | $20.05万 | 0.02% | 2,203 | -538 | -19.6% | -$4.90万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $19.64万 | 0.02% | 11,065 | 0 | 0.0% | — | 不变 |
| EXK | ENDEAVOUR SILVER CORP | $13.69万 | 0.01% | 14,700 | 1,000 | 7.3% | $9,310 | 加仓 |
| — | BRANCHOUT FOOD INC | $8.25万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $7.58万 | 0.01% | 66,490 | 0 | 0.0% | — | 不变 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $5.02万 | 0.01% | 10,305 | 10,305 | — | $5.02万 | 新建仓 |
| RC | READY CAPITAL CORP | $3.97万 | 0.00% | 24,480 | -20,176 | -45.2% | -$3.27万 | 减仓 |
| — | PROTALIX BIOTHERAPEUTICS INC | $2.60万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | FIBROBIOLOGICS INC | $2.17万 | 0.00% | 16,428 | 16,428 | — | $2.17万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -46,172 | -100.0% | -$421.92万 | 清仓 |
| WTAI | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -4,743 | -100.0% | -$52.26万 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -1,593 | -100.0% | -$28.88万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -4,200 | -100.0% | -$28.73万 | 清仓 |
| JETS | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -9,868 | -100.0% | -$27.70万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,869 | -100.0% | -$27.36万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -8,875 | -100.0% | -$25.98万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -5,212 | -100.0% | -$25.78万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,160 | -100.0% | -$24.58万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -2,436 | -100.0% | -$24.16万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,473 | -100.0% | -$22.13万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -3,600 | -100.0% | -$21.64万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,399 | -100.0% | -$21.56万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -3,099 | -100.0% | -$20.87万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -523 | -100.0% | -$20.79万 | 清仓 |
| SKYY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$20.71万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -7,000 | -100.0% | -$20.60万 | 清仓 |
| ARTY | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,098 | -100.0% | -$20.20万 | 清仓 |
| — | EXCHANGE LISTED FDS TR | $0 | 0.00% | 0 | -4,142 | -100.0% | -$20.13万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -575 | -100.0% | -$20.12万 | 清仓 |
| — | FIBROBIOLOGICS INC | $0 | 0.00% | 0 | -314,581 | -100.0% | -$7.07万 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -12,048 | -100.0% | -$6.14万 | 清仓 |