CATALYST PRIVATE WEALTH, LLC
SAN MATEO CA · SEC CIK 0001831193
$2.07亿2026Q2 申报市值
82持仓数
60.1%前十大占比 · 第一大 13.9%
9 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IALT 新建仓+$140.07万
IEF 加仓+$47.20万
VGLT 加仓+$42.54万
MRK 新建仓+$36.30万
MU 新建仓+$26.43万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$362.54万
VXUS 减仓-$51.34万
IXUS 减仓-$51.19万
VBIL 清仓-$34.47万
SNOW 减仓-$25.35万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,869.50万 | 13.86% | 38,317 | -4,841 | -11.2% | -$362.54万 | 减仓 |
| ITOT | ISHARES TR | $2,765.24万 | 13.35% | 168,335 | -467 | -0.3% | -$7.67万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $1,690.26万 | 8.16% | 577,473 | 4,662 | 0.8% | $13.65万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $1,021.20万 | 4.93% | 125,224 | 327 | 0.3% | $2.67万 | 加仓 |
| IXUS | ISHARES TR | $899.10万 | 4.34% | 94,206 | -5,364 | -5.4% | -$51.19万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $825.26万 | 3.99% | 106,088 | -92 | -0.1% | -$7,157 | 减仓 |
| DASH | DOORDASH INC | $643.47万 | 3.11% | 34,871 | 379 | 1.1% | $6.99万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $635.56万 | 3.07% | 74,343 | -6,005 | -7.5% | -$51.34万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $571.11万 | 2.76% | 26,206 | -709 | -2.6% | -$15.45万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $530.65万 | 2.56% | 7,106 | -131 | -1.8% | -$9.78万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $528.63万 | 2.55% | 61,369 | -1,325 | -2.1% | -$11.41万 | 减仓 |
| META | META PLATFORMS INC | $451.36万 | 2.18% | 8,013 | 83 | 1.0% | $4.68万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $434.91万 | 2.10% | 49,489 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $391.04万 | 1.89% | 24,912 | -131 | -0.5% | -$2.06万 | 减仓 |
| AAPL | APPLE INC | $371.71万 | 1.80% | 12,846 | -9 | -0.1% | -$2,604 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $346.67万 | 1.67% | 67,068 | -3,239 | -4.6% | -$16.74万 | 减仓 |
| IUSV | ISHARES TR | $345.79万 | 1.67% | 31,393 | -887 | -2.7% | -$9.77万 | 减仓 |
| IOT | SAMSARA INC | $325.18万 | 1.57% | 100,271 | -2,923 | -2.8% | -$9.48万 | 减仓 |
| AMZN | AMAZON COM INC | $233.93万 | 1.13% | 9,815 | 39 | 0.4% | $9,295 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $224.48万 | 1.08% | 40,682 | 7,709 | 23.4% | $42.54万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $224.12万 | 1.08% | 11,201 | -349 | -3.0% | -$6.98万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $216.35万 | 1.04% | 5,847 | 66 | 1.1% | $2.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $214.28万 | 1.03% | 5,745 | 20 | 0.3% | $7,460 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $187.10万 | 0.90% | 16,037 | -345 | -2.1% | -$4.03万 | 减仓 |
| GOOG | ALPHABET INC | $186.28万 | 0.90% | 5,272 | -58 | -1.1% | -$2.05万 | 减仓 |
| IUSG | ISHARES TR | $177.52万 | 0.86% | 9,438 | -338 | -3.5% | -$6.36万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $175.82万 | 0.85% | 2,560 | 27 | 1.1% | $1.85万 | 加仓 |
| QQQ | INVESCO QQQ TR | $166.40万 | 0.80% | 2,260 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $165.53万 | 0.80% | 4,382 | -15 | -0.3% | -$5,666 | 减仓 |
| IVE | ISHARES TR | $157.60万 | 0.76% | 6,941 | -89 | -1.3% | -$2.02万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $140.07万 | 0.68% | 49,935 | 49,935 | — | $140.07万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $129.80万 | 0.63% | 2,594 | 34 | 1.3% | $1.70万 | 加仓 |
| GOOGL | ALPHABET INC | $125.51万 | 0.61% | 3,512 | 185 | 5.6% | $6.61万 | 加仓 |
| IEFA | ISHARES TR | $117.93万 | 0.57% | 12,211 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $92.71万 | 0.45% | 991 | -56 | -5.3% | -$5.24万 | 减仓 |
| IEMG | ISHARES INC | $90.84万 | 0.44% | 10,966 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $83.60万 | 0.40% | 9,674 | 1,305 | 15.6% | $11.28万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $80.26万 | 0.39% | 16,004 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $78.79万 | 0.38% | 2,407 | 47 | 2.0% | $1.54万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $75.13万 | 0.36% | 1,573 | 24 | 1.5% | $1.15万 | 加仓 |
| MUB | ISHARES TR | $74.84万 | 0.36% | 6,954 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $74.36万 | 0.36% | 7,392 | -2,080 | -22.0% | -$20.92万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $73.15万 | 0.35% | 1,688 | 10 | 0.6% | $4,333 | 加仓 |
| IEF | ISHARES TR | $72.94万 | 0.35% | 7,713 | 4,991 | 183.4% | $47.20万 | 加仓 |
| LLY | ELI LILLY & CO | $72.09万 | 0.35% | 601 | 38 | 6.7% | $4.56万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $71.24万 | 0.34% | 14,087 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $69.56万 | 0.34% | 6,900 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $68.74万 | 0.33% | 5,536 | -524 | -8.6% | -$6.51万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $59.76万 | 0.29% | 2,353 | -31 | -1.3% | -$7,873 | 减仓 |
| GLD | SPDR GOLD TR | $53.42万 | 0.26% | 1,450 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $52.92万 | 0.26% | 266 | 1 | 0.4% | $1,989 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $50.17万 | 0.24% | 985 | -23 | -2.3% | -$1.17万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $47.96万 | 0.23% | 6,647 | -479 | -6.7% | -$3.46万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $45.27万 | 0.22% | 1,913 | 1 | 0.1% | $237 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $41.87万 | 0.20% | 1,251 | 0 | 0.0% | — | 不变 |
| RAPP | RAPPORT THERAPEUTICS INC | $41.67万 | 0.20% | 10,000 | 0 | 0.0% | — | 不变 |
| ULST | SSGA ACTIVE ETF TR | $40.42万 | 0.20% | 10,000 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $39.93万 | 0.19% | 7,895 | 2,163 | 37.7% | $10.94万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $39.44万 | 0.19% | 4,274 | -49 | -1.1% | -$4,521 | 减仓 |
| CRM | SALESFORCE INC | $39.34万 | 0.19% | 2,511 | 96 | 4.0% | $1.50万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $38.67万 | 0.19% | 753 | -49 | -6.1% | -$2.52万 | 减仓 |
| MRK | MERCK & CO INC | $36.30万 | 0.18% | 2,825 | 2,825 | — | $36.30万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $36.13万 | 0.17% | 2,127 | -79 | -3.6% | -$1.34万 | 减仓 |
| LYFT | LYFT INC | $33.88万 | 0.16% | 23,190 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST | $33.67万 | 0.16% | 1,802 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $33.66万 | 0.16% | 3,668 | -6 | -0.2% | -$551 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.64万 | 0.15% | 2,002 | 0 | 0.0% | — | 不变 |
| GTIP | GOLDMAN SACHS ETF TR | $29.31万 | 0.14% | 6,000 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $28.87万 | 0.14% | 4,698 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $27.64万 | 0.13% | 1,086 | -996 | -47.8% | -$25.35万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $26.43万 | 0.13% | 229 | 229 | — | $26.43万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $24.36万 | 0.12% | 1,661 | -310 | -15.7% | -$4.55万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $22.98万 | 0.11% | 2,000 | 2,000 | — | $22.98万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $22.71万 | 0.11% | 858 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $22.56万 | 0.11% | 6,777 | -670 | -9.0% | -$2.23万 | 减仓 |
| XYZ | BLOCK INC | $22.49万 | 0.11% | 2,959 | 2,959 | — | $22.49万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $21.85万 | 0.11% | 2,712 | 2,712 | — | $21.85万 | 新建仓 |
| CRWV | COREWEAVE INC | $21.69万 | 0.10% | 2,179 | 2,179 | — | $21.69万 | 新建仓 |
| ABBV | ABBVIE INC | $21.36万 | 0.10% | 849 | 849 | — | $21.36万 | 新建仓 |
| CPNG | COUPANG INC | $21.20万 | 0.10% | 12,204 | -1,793 | -12.8% | -$3.11万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $20.16万 | 0.10% | 4,000 | 4,000 | — | $20.16万 | 新建仓 |
| ASAN | ASANA INC | $9.66万 | 0.05% | 13,793 | -15,659 | -53.2% | -$10.96万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $0 | 0.00% | 0 | -4,556 | -100.0% | -$34.47万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -515 | -100.0% | -$22.27万 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -14,757 | -100.0% | -$6.91万 | 清仓 |