Cascadia Advisory Services, LLC 13F 持仓 · 最近申报 2021年Q3
Cascadia Advisory Services 在 2021年Q3（报告期截至 2021-09-30）的 SEC 13F 申报中报告了 246 只证券，申报市值合计 4.93 亿美元。前几大持仓：VOO（3.85%）、SPY（2.97%）、IVV（2.76%）。本季前 25 大持仓中：新建仓 2 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $19.0M | 3.85% | 48,100 | 增持 |
| 2 | SPY | SPDR S&P 500 ETF TR | $14.6M | 2.97% | 34,124 | 减持 |
| 3 | IVV | ISHARES TR | $13.6M | 2.76% | 31,646 | 减持 |
| 4 | FCTR | FIRST TR EXCHANGE-TRADED FD | $11.3M | 2.29% | 331,508 | 增持 |
| 5 | SHY | ISHARES TR | $10.8M | 2.20% | 125,751 | 增持 |
| 6 | UAUG | INNOVATOR ETFS TR | $10.8M | 2.19% | 380,382 | 新建仓 |
| 7 | IWM | ISHARES TR | $10.5M | 2.12% | 47,853 | 增持 |
| 8 | IEF | ISHARES TR | $10.1M | 2.04% | 87,410 | 新建仓 |
| 9 | MSFT | MICROSOFT CORP | $9.2M | 1.87% | 32,780 | 减持 |
| 10 | AAPL | APPLE INC | $7.9M | 1.61% | 56,003 | 增持 |
| 11 | ARKK | ARK ETF TR | $7.3M | 1.47% | 65,789 | 减持 |
| 12 | HYG | ISHARES TR | $6.9M | 1.41% | 79,383 | 增持 |
| 13 | IVOL | KRANESHARES TR | $6.8M | 1.38% | 244,595 | 增持 |
| 14 | PTBD | PACER FDS TR | $6.4M | 1.31% | 237,584 | 增持 |
| 15 | AMZN | AMAZON COM INC | $6.3M | 1.28% | 1,921 | 增持 |
| 16 | ESGU | ISHARES TR | $6.1M | 1.25% | 62,379 | 增持 |
| 17 | JNK | SPDR SER TR | $6.0M | 1.22% | 55,229 | 增持 |
| 18 | COST | COSTCO WHSL CORP NEW | $5.4M | 1.09% | 11,937 | 减持 |
| 19 | NKE | NIKE INC | $5.2M | 1.05% | 35,635 | 增持 |
| 20 | AZO | AUTOZONE INC | $5.0M | 1.01% | 2,940 | 增持 |
| 21 | GOOGL | ALPHABET INC | $4.7M | 0.96% | 1,768 | 减持 |
| 22 | FVC | FIRST TR EXCHANGE-TRADED FD | $4.5M | 0.91% | 128,007 | 增持 |
| 23 | META | FACEBOOK INC | $4.5M | 0.91% | 13,211 | 减持 |
| 24 | DAUG | FIRST TR EXCHNG TRADED FD VI | $4.4M | 0.89% | 128,594 | 增持 |
| 25 | SPYM | SPDR SER TR | $4.3M | 0.87% | 85,366 | 减持 |
来源：SEC 13F 申报文件 · 截至 2021-09-30
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