Cascade Wealth Advisors, Inc 13F 持仓 · 2026年Q2
Cascade Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 2.49 亿美元。前几大持仓：SPYI（7.30%）、VGSH（6.30%）、SHYG（6.15%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYI | NEOS ETF TRUST | $18.2M | 7.30% | 335,192 | 减持 |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $15.7M | 6.30% | 270,189 | 增持 |
| 3 | SHYG | ISHARES TR | $15.3M | 6.15% | 363,259 | 增持 |
| 4 | CLOA | BLACKROCK ETF TRUST II | $14.7M | 5.91% | 283,645 | 增持 |
| 5 | FLOT | ISHARES TR | $14.6M | 5.86% | 286,611 | 增持 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $12.5M | 5.03% | 51,017 | 增持 |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $11.7M | 4.71% | 144,050 | 增持 |
| 8 | IJH | ISHARES TR | $11.0M | 4.43% | 141,680 | 增持 |
| 9 | QQQI | NEOS ETF TRUST | $10.7M | 4.29% | 193,307 | 减持 |
| 10 | DFAS | DIMENSIONAL ETF TRUST | $9.5M | 3.82% | 113,731 | 增持 |
| 11 | VONG | VANGUARD SCOTTSDALE FDS | $9.5M | 3.81% | 73,840 | 增持 |
| 12 | NIHI | NEOS ETF TRUST | $8.8M | 3.52% | 164,898 | 减持 |
| 13 | RSPT | INVESCO EXCHANGE TRADED FD T | $8.5M | 3.43% | 131,869 | 减持 |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | $7.4M | 2.99% | 94,678 | 增持 |
| 15 | IWMI | NEOS ETF TRUST | $6.6M | 2.66% | 124,435 | 减持 |
| 16 | VUG | VANGUARD INDEX FDS | $6.2M | 2.51% | 69,774 | 增持 |
| 17 | DFUV | DIMENSIONAL ETF TRUST | $5.9M | 2.36% | 103,453 | 增持 |
| 18 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.9M | 2.36% | 101,978 | 减持 |
| 19 | DFAI | DIMENSIONAL ETF TRUST | $5.3M | 2.14% | 123,050 | 增持 |
| 20 | IYRI | NEOS ETF TRUST | $5.3M | 2.13% | 106,514 | 减持 |
| 21 | VTV | VANGUARD INDEX FDS | $4.9M | 1.98% | 22,022 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $3.8M | 1.53% | 7,593 | 减持 |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $2.8M | 1.12% | 60,673 | 增持 |
| 24 | VTI | VANGUARD INDEX FDS | $2.4M | 0.98% | 6,399 | 减持 |
| 25 | VYM | VANGUARD WHITEHALL FDS | $2.3M | 0.92% | 13,847 | 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