Cascades Capital Asset Management, LLC
GREENSBORO NC · SEC CIK 0002035512
$2.39亿2026Q1 申报市值
158持仓数
51.8%前十大占比 · 第一大 11.6%
16 / 17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
VIG 加仓+$357.73万
VTV 加仓+$296.38万
VUSB 新建仓+$262.57万
VGIT 新建仓+$229.30万
VOO 加仓+$106.48万
2026Q1 卖出最多 按季末市值估算
USFR 减仓-$236.30万
VIGI 减仓-$156.64万
IGV 清仓-$77.31万
FLOT 减仓-$66.49万
FEZ 清仓-$64.39万
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 |
|---|---|---|---|---|---|---|---|---|
| NUE | Nucor Corp | $43.64万 | 0.18% | 2,581 | 1 | 0.0% | $169 | 加仓 |
| — | Chubb Corporation | $44.26万 | 0.19% | 1,358 | 235 | 20.9% | $7.66万 | 加仓 |
| GEV | GE Vernova Inc | $46.18万 | 0.19% | 529 | 0 | 0.0% | — | 不变 |
| MU | Micron Technology Inc | $49.38万 | 0.21% | 1,462 | -1,623 | -52.6% | -$54.81万 | 减仓 |
| XLU | Sector Spider Utility Fund | $49.56万 | 0.21% | 10,800 | -1,500 | -12.2% | -$6.88万 | 减仓 |
| BINC | I Shares Flexible Income ETF | $50.42万 | 0.21% | 9,710 | 1,025 | 11.8% | $5.32万 | 加仓 |
| INTC | Intel Corp | $53.36万 | 0.22% | 12,090 | 0 | 0.0% | — | 不变 |
| — | General Electric Company | $54.40万 | 0.23% | 1,917 | 0 | 0.0% | — | 不变 |
| GLW | Corning Inc | $54.76万 | 0.23% | 4,027 | 15 | 0.4% | $2,040 | 加仓 |
| XLV | Sector Spdr Healthcare Fund | $55.49万 | 0.23% | 3,785 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors Inc | $55.69万 | 0.23% | 1,498 | -10 | -0.7% | -$3,718 | 减仓 |
| SGOV | I Shares 0 To 3 Month Treasury ETF | $56.37万 | 0.24% | 5,600 | 1,200 | 27.3% | $12.08万 | 加仓 |
| WM | Waste Management Inc Del | $59.96万 | 0.25% | 2,609 | 57 | 2.2% | $1.31万 | 加仓 |
| CSCO | Cisco Systems Inc | $60.87万 | 0.26% | 7,845 | 7 | 0.1% | $543 | 加仓 |
| BAC | Bank Of America Corp | $62.57万 | 0.26% | 12,836 | -4,402 | -25.5% | -$21.46万 | 减仓 |
| VZ | Verizon Communications | $62.85万 | 0.26% | 12,520 | -2,398 | -16.1% | -$12.04万 | 减仓 |
| VCIT | Vanguard Medium Term Corp Bond ETF | $62.85万 | 0.26% | 7,596 | 7,596 | — | $62.85万 | 新建仓 |
| CRWD | Crowdstrike Hldgs Inc | $67.89万 | 0.28% | 1,739 | 72 | 4.3% | $2.81万 | 加仓 |
| VYMI | Vanguard Int. High Dividend | $70.87万 | 0.30% | 7,520 | 7,520 | — | $70.87万 | 新建仓 |
| FCX | Freeport McMoran Copper | $71.45万 | 0.30% | 12,156 | -240 | -1.9% | -$1.41万 | 减仓 |
| PH | Parker-Hannifin Corp | $73.23万 | 0.31% | 818 | 0 | 0.0% | — | 不变 |
| AMGN | Amgen Incorporated | $75.51万 | 0.32% | 2,146 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc | $76.83万 | 0.32% | 2,482 | 199 | 8.7% | $6.16万 | 加仓 |
| JEPI | JP Morgan Equity Premium ETF | $82.62万 | 0.35% | 14,577 | -4,195 | -22.3% | -$23.78万 | 减仓 |
| JNJ | Johnson & Johnson | $82.77万 | 0.35% | 3,386 | 8 | 0.2% | $1,956 | 加仓 |
| WMT | Wal-Mart Stores Inc | $85.12万 | 0.36% | 6,849 | 7 | 0.1% | $870 | 加仓 |
| TJX | T J X Cos Inc | $85.63万 | 0.36% | 5,362 | 2 | 0.0% | $319 | 加仓 |
| FDS | Factset Research Systems | $87.71万 | 0.37% | 4,042 | 1 | 0.0% | $217 | 加仓 |
| LOW | Lowes Companies Inc | $88.92万 | 0.37% | 3,763 | -10 | -0.3% | -$2,363 | 减仓 |
| — | Guggenheim S&P 500 Equal Weighted ETF | $91.89万 | 0.39% | 4,788 | -1,234 | -20.5% | -$23.68万 | 减仓 |
| VCSH | Vanguard Short Term Corp Bond | $99.73万 | 0.42% | 12,581 | 2,113 | 20.2% | $16.75万 | 加仓 |
| FLOT | I Shares Floating Rate Bond | $102.47万 | 0.43% | 20,111 | -13,050 | -39.4% | -$66.49万 | 减仓 |
| HD | Home Depot Inc | $105.86万 | 0.44% | 3,219 | -617 | -16.1% | -$20.29万 | 减仓 |
| DGRO | I Shares Core Dividend | $106.39万 | 0.45% | 15,159 | 174 | 1.2% | $1.22万 | 加仓 |
| LRGE | Clearbridge Large Cap | $108.19万 | 0.45% | 14,387 | 0 | 0.0% | — | 不变 |
| — | Mkt Vectors Semiconductor ETF | $108.71万 | 0.46% | 2,835 | 42 | 1.5% | $1.61万 | 加仓 |
| — | Raytheon Technologies Co | $119.41万 | 0.50% | 6,190 | -92 | -1.5% | -$1.77万 | 减仓 |
| VEA | Vanguard FTSE Developed Mkts ETF | $120.29万 | 0.50% | 18,772 | 14,242 | 314.4% | $91.26万 | 加仓 |
| TSM | Taiwan Semiconductr | $122.34万 | 0.51% | 3,620 | 823 | 29.4% | $27.81万 | 加仓 |
| ABBV | Abbvie Inc | $123.37万 | 0.52% | 5,673 | -87 | -1.5% | -$1.89万 | 减仓 |
| DUK | Duke Energy Corp New | $124.47万 | 0.52% | 9,506 | -1,841 | -16.2% | -$24.11万 | 减仓 |
| OAKM | Oakmark US Large Cap | $124.78万 | 0.52% | 45,267 | 942 | 2.1% | $2.60万 | 加仓 |
| — | Bank America Corp Preferred B | $127.36万 | 0.53% | 51,499 | -9,875 | -16.1% | -$24.42万 | 减仓 |
| PSFF | Pacer Swan SOS Fund Of Funds | $133.27万 | 0.56% | 41,590 | -7,250 | -14.8% | -$23.23万 | 减仓 |
| CAT | Caterpillar Inc | $133.49万 | 0.56% | 1,884 | -204 | -9.8% | -$14.45万 | 减仓 |
| LMT | Lockheed Martin Corp | $143.06万 | 0.60% | 2,367 | -143 | -5.7% | -$8.64万 | 减仓 |
| AMZN | Amazon Com Inc | $146.62万 | 0.61% | 7,040 | 280 | 4.1% | $5.83万 | 加仓 |
| VGT | Vanguard Information Tech ETF | $150.22万 | 0.63% | 2,153 | 36 | 1.7% | $2.51万 | 加仓 |
| — | JP Morgan Chase Preferred C | $152.39万 | 0.64% | 61,425 | -10,776 | -14.9% | -$26.74万 | 减仓 |
| — | AXS Astoria Inflation Sensitive ETF | $155.63万 | 0.65% | 74,826 | 13,103 | 21.2% | $27.25万 | 加仓 |
| IEF | I Shares 7-10 Year Treasury | $158.38万 | 0.66% | 16,595 | 1,809 | 12.2% | $17.26万 | 加仓 |
| BRK/B | Berkshire Hathaway B New | $159.05万 | 0.67% | 3,319 | -1,202 | -26.6% | -$57.60万 | 减仓 |
| XLI | Industrial Sector ETF | $159.30万 | 0.67% | 9,850 | 3,430 | 53.4% | $55.47万 | 加仓 |
| V | Visa Inc Cl A | $174.34万 | 0.73% | 5,768 | -454 | -7.3% | -$13.72万 | 减仓 |
| VIGI | Vanguard International Divdend ETF | $176.11万 | 0.74% | 19,909 | -17,707 | -47.1% | -$156.64万 | 减仓 |
| MCD | Mc Donalds Corp | $177.62万 | 0.74% | 5,715 | -559 | -8.9% | -$17.37万 | 减仓 |
| FBNC | First Bancorp N C | $196.26万 | 0.82% | 34,828 | 0 | 0.0% | — | 不变 |
| JPM | JP Morgan Chase & Co | $199.29万 | 0.84% | 6,775 | -149 | -2.2% | -$4.38万 | 减仓 |
| UNH | Unitedhealth Group Inc | $209.08万 | 0.88% | 7,727 | -20 | -0.3% | -$5,412 | 减仓 |
| — | Exxon Mobil Corporation | $219.04万 | 0.92% | 12,910 | -304 | -2.3% | -$5.16万 | 减仓 |
| VGIT | Vanguard Inter-Term Bond ETF | $229.30万 | 0.96% | 38,506 | 38,506 | — | $229.30万 | 新建仓 |
| GLD | Spider Gold TRUST | $234.81万 | 0.98% | 5,457 | 1,708 | 45.6% | $73.49万 | 加仓 |
| LLY | Lilly Eli & Company | $243.96万 | 1.02% | 2,652 | -147 | -5.3% | -$13.52万 | 减仓 |
| META | Meta Platforms | $246.16万 | 1.03% | 4,303 | -46 | -1.1% | -$2.63万 | 减仓 |
| VUSB | Vanguard Ultra Short Term Bond | $262.57万 | 1.10% | 52,740 | 52,740 | — | $262.57万 | 新建仓 |
| SCHI | Schwab 5 10 Year Corp Bond ETF | $275.59万 | 1.16% | 121,510 | 19,404 | 19.0% | $44.01万 | 加仓 |
| FNDX | Schwab Fundamental US Co. Index | $288.08万 | 1.21% | 103,441 | 647 | 0.6% | $1.80万 | 加仓 |
| — | Powershs QQQ Nasdaq ETF | $320.95万 | 1.35% | 5,561 | 1,030 | 22.7% | $59.45万 | 加仓 |
| USFR | Wisdomtree Floating Rate Treas. ETF | $360.65万 | 1.51% | 71,642 | -46,940 | -39.6% | -$236.30万 | 减仓 |
| SPY | S P D R S&P 500 ETF | $437.77万 | 1.83% | 6,731 | 2 | 0.0% | $1,301 | 加仓 |
| IEI | I Shares 3-7 Year US Treas. ETF | $463.83万 | 1.94% | 39,109 | 4,521 | 13.1% | $53.62万 | 加仓 |
| GOOGL | Alphabet Inc Class A | $584.12万 | 2.45% | 20,317 | 1,003 | 5.2% | $28.84万 | 加仓 |
| VO | Vanguard Mid Cap Index ETF | $636.61万 | 2.67% | 22,168 | 2,264 | 11.4% | $65.02万 | 加仓 |
| VUG | Vanguard Growth ETF | $695.06万 | 2.91% | 15,913 | 284 | 1.8% | $12.40万 | 加仓 |
| NVDA | Nvidia Corp | $960.26万 | 4.02% | 55,061 | -134 | -0.2% | -$2.34万 | 减仓 |
| VTV | Vanguard Value ETF | $967.43万 | 4.05% | 49,308 | 15,106 | 44.2% | $296.38万 | 加仓 |
| MSFT | Microsoft Corp | $983.38万 | 4.12% | 26,566 | -497 | -1.8% | -$18.40万 | 减仓 |
| AAPL | Apple Inc | $1,110.82万 | 4.66% | 43,769 | 236 | 0.5% | $5.99万 | 加仓 |
| VOOV | Vanguard S&P 500 Value | $1,336.38万 | 5.60% | 65,576 | -207 | -0.3% | -$4.22万 | 减仓 |
| VOO | Vanguard S&P 500 ETF | $2,323.53万 | 9.74% | 38,884 | 1,782 | 4.8% | $106.48万 | 加仓 |
| VIG | Vanguard Dividend Appreciation ETF | $2,758.27万 | 11.56% | 128,256 | 16,634 | 14.9% | $357.73万 | 加仓 |