Cascade Financial Partners, LLC 13F 持仓 · 2026年Q2
Cascade Financial Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 279 只证券，申报市值合计 11.52 亿美元。前几大持仓：LLY（24.65%）、AAPL（4.74%）、VEA（3.71%）。本季前 25 大持仓中：增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $283.9M | 24.65% | 236,707 | 增持 |
| 2 | AAPL | APPLE INC | $54.5M | 4.74% | 188,477 | 减持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $42.7M | 3.71% | 599,843 | 减持 |
| 4 | IVV | ISHARES TR | $36.7M | 3.19% | 49,031 | 增持 |
| 5 | DOL | WISDOMTREE TR | $22.9M | 1.99% | 307,535 | 增持 |
| 6 | IEMG | ISHARES INC | $19.5M | 1.69% | 235,252 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $18.5M | 1.60% | 92,277 | 减持 |
| 8 | RVTY | REVVITY INC | $18.1M | 1.57% | 162,671 | 持平 |
| 9 | TIP | ISHARES TR | $18.0M | 1.56% | 164,657 | 增持 |
| 10 | PEP | PEPSICO INC | $17.5M | 1.52% | 129,269 | 减持 |
| 11 | ISHG | ISHARES TR | $16.9M | 1.46% | 227,206 | 增持 |
| 12 | SPMD | SPDR SERIES TRUST | $16.7M | 1.45% | 247,468 | 增持 |
| 13 | AMZN | AMAZON COM INC | $16.4M | 1.43% | 68,914 | 减持 |
| 14 | MGK | VANGUARD WORLD FD | $16.5M | 1.43% | 187,887 | 增持 |
| 15 | IEI | ISHARES TR | $15.7M | 1.36% | 133,496 | 增持 |
| 16 | TLH | ISHARES TR | $15.5M | 1.34% | 154,327 | 增持 |
| 17 | SPDW | SPDR INDEX SHS FDS | $14.6M | 1.27% | 289,451 | 减持 |
| 18 | SPEM | SPDR INDEX SHS FDS | $14.0M | 1.21% | 269,542 | 增持 |
| 19 | VTI | VANGUARD INDEX FDS | $13.1M | 1.14% | 35,458 | 减持 |
| 20 | MBB | ISHARES TR | $12.8M | 1.11% | 134,989 | 增持 |
| 21 | VIG | VANGUARD SPECIALIZED FUNDS | $9.9M | 0.86% | 41,956 | 减持 |
| 22 | DGS | WISDOMTREE TR | $9.8M | 0.85% | 151,624 | 增持 |
| 23 | PAVE | GLOBAL X FDS | $9.8M | 0.85% | 167,112 | 增持 |
| 24 | MUB | ISHARES TR | $9.1M | 0.79% | 84,856 | 增持 |
| 25 | SHYG | ISHARES TR | $9.1M | 0.79% | 215,130 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR