CATALYST PRIVATE WEALTH, LLC
SAN MATEO CA · SEC CIK 0001831193
$1.85亿2026Q1 申报市值
76持仓数
60.5%前十大占比 · 第一大 15.3%
0 / 1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
ITOT 加仓+$124.07万
IUSG 加仓+$33.49万
IEMG 加仓+$30.90万
MSFT 加仓+$30.32万
IVV 加仓+$21.75万
2026Q1 卖出最多 按季末市值估算
TEAM 减仓-$913.46万
META 减仓-$98.12万
MELI 清仓-$34.04万
VBIL 减仓-$32.00万
BRK/B 减仓-$27.07万
2026Q1 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 | $2,819.15万 | 15.27% | 43,158 | 333 | 0.8% | $21.75万 | 加仓 |
| ITOT | ISHARES TR | $2,404.25万 | 13.02% | 168,802 | 8,711 | 5.4% | $124.07万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $1,652.56万 | 8.95% | 572,811 | 2,500 | 0.4% | $7.21万 | 加仓 |
| IXUS | ISHARES TR | $862.67万 | 4.67% | 99,570 | 409 | 0.4% | $3.54万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $724.68万 | 3.93% | 106,180 | -133,841 | -55.8% | -$913.46万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $619.56万 | 3.36% | 80,348 | -846 | -1.0% | -$6.52万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $572.28万 | 3.10% | 124,897 | -1,314 | -1.0% | -$6.02万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $528.07万 | 2.86% | 26,915 | 929 | 3.6% | $18.23万 | 加仓 |
| DASH | DOORDASH INC | $517.90万 | 2.81% | 34,492 | 383 | 1.1% | $5.75万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $470.65万 | 2.55% | 7,237 | -28 | -0.4% | -$1.82万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $456.40万 | 2.47% | 10,449 | -405 | -3.7% | -$17.69万 | 减仓 |
| META | META PLATFORMS INC | $453.70万 | 2.46% | 7,930 | -1,715 | -17.8% | -$98.12万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $378.79万 | 2.05% | 49,489 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $346.52万 | 1.88% | 25,043 | -156 | -0.6% | -$2.16万 | 减仓 |
| IUSV | ISHARES TR | $330.06万 | 1.79% | 32,280 | -1,885 | -5.5% | -$19.27万 | 减仓 |
| IOT | SAMSARA INC | $327.02万 | 1.77% | 103,194 | -1,959 | -1.9% | -$6.21万 | 减仓 |
| AAPL | APPLE INC | $326.25万 | 1.77% | 12,855 | 338 | 2.7% | $8.58万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $317.23万 | 1.72% | 70,307 | -1,224 | -1.7% | -$5.52万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $239.64万 | 1.30% | 16,382 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $211.94万 | 1.15% | 5,725 | 819 | 16.7% | $30.32万 | 加仓 |
| AMZN | AMAZON COM INC | $203.60万 | 1.10% | 9,776 | 404 | 4.3% | $8.41万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $201.43万 | 1.09% | 11,550 | 845 | 7.9% | $14.74万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $185.47万 | 1.00% | 5,781 | 123 | 2.2% | $3.95万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $182.52万 | 0.99% | 32,973 | 1,080 | 3.4% | $5.98万 | 加仓 |
| GOOG | ALPHABET INC | $152.89万 | 0.83% | 5,330 | -38 | -0.7% | -$1.09万 | 减仓 |
| IUSG | ISHARES TR | $151.64万 | 0.82% | 9,776 | 2,159 | 28.3% | $33.49万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $151.36万 | 0.82% | 2,533 | 65 | 2.6% | $3.88万 | 加仓 |
| IVE | ISHARES TR | $148.44万 | 0.80% | 7,030 | -44 | -0.6% | -$9,291 | 减仓 |
| AVGO | BROADCOM INC | $136.09万 | 0.74% | 4,397 | 188 | 4.5% | $5.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $130.43万 | 0.71% | 2,260 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $122.68万 | 0.66% | 2,560 | -565 | -18.1% | -$27.07万 | 减仓 |
| IEFA | ISHARES TR | $110.55万 | 0.60% | 12,211 | 2,266 | 22.8% | $20.51万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $104.33万 | 0.57% | 1,047 | 44 | 4.4% | $4.38万 | 加仓 |
| GOOGL | ALPHABET INC | $95.67万 | 0.52% | 3,327 | 108 | 3.4% | $3.11万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $93.85万 | 0.51% | 9,472 | 4 | 0.0% | $396 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $80.21万 | 0.43% | 16,004 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $76.49万 | 0.41% | 10,966 | 4,430 | 67.8% | $30.90万 | 加仓 |
| MUB | ISHARES TR | $73.82万 | 0.40% | 6,954 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $72.55万 | 0.39% | 8,369 | -377 | -4.3% | -$3.27万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $71.29万 | 0.39% | 14,087 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $69.42万 | 0.38% | 2,360 | 57 | 2.5% | $1.68万 | 加仓 |
| MINT | PIMCO ETF TR | $69.39万 | 0.38% | 6,900 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $64.60万 | 0.35% | 1,515 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $62.39万 | 0.34% | 1,450 | -300 | -17.1% | -$12.91万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $60.91万 | 0.33% | 1,008 | 37 | 3.8% | $2.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $58.27万 | 0.32% | 2,384 | 45 | 1.9% | $1.10万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $52.36万 | 0.28% | 1,549 | 50 | 3.3% | $1.69万 | 加仓 |
| LLY | ELI LILLY & CO | $51.78万 | 0.28% | 563 | 51 | 10.0% | $4.69万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $51.26万 | 0.28% | 7,126 | -204 | -2.8% | -$1.47万 | 减仓 |
| CRM | SALESFORCE INC | $45.08万 | 0.24% | 2,415 | -163 | -6.3% | -$3.04万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.13万 | 0.22% | 1,912 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $40.63万 | 0.22% | 4,323 | 25 | 0.6% | $2,350 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $40.50万 | 0.22% | 10,000 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $40.07万 | 0.22% | 802 | -202 | -20.1% | -$10.09万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $35.85万 | 0.19% | 1,678 | 20 | 1.2% | $4,273 | 加仓 |
| ASML | ASML HLDG NV | $35.00万 | 0.19% | 265 | 3 | 1.1% | $3,962 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $34.47万 | 0.19% | 4,556 | -4,230 | -48.1% | -$32.00万 | 减仓 |
| KKR | KKR & CO INC | $33.98万 | 0.18% | 3,674 | 121 | 3.4% | $1.12万 | 加仓 |
| SNOW | SNOWFLAKE INC | $31.40万 | 0.17% | 2,082 | -133 | -6.0% | -$2.01万 | 减仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $31.29万 | 0.17% | 10,000 | 0 | 0.0% | — | 不变 |
| QUS | SPDR SERIES TRUST | $30.93万 | 0.17% | 1,802 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $30.84万 | 0.17% | 23,190 | 21 | 0.1% | $279 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $29.65万 | 0.16% | 2,002 | 0 | 0.0% | — | 不变 |
| GTIP | GOLDMAN SACHS ETF TR | $29.62万 | 0.16% | 6,000 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $28.61万 | 0.15% | 7,447 | -239 | -3.1% | -$9,182 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $28.60万 | 0.15% | 5,732 | 490 | 9.3% | $2.44万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $28.47万 | 0.15% | 1,971 | 97 | 5.2% | $1.40万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $27.09万 | 0.15% | 2,206 | -56 | -2.5% | -$6,876 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $27.02万 | 0.15% | 1,251 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $26.43万 | 0.14% | 13,997 | 688 | 5.2% | $1.30万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $26.08万 | 0.14% | 4,698 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $25.98万 | 0.14% | 2,722 | -18 | -0.7% | -$1,718 | 减仓 |
| INTU | INTUIT | $22.27万 | 0.12% | 515 | -259 | -33.5% | -$11.20万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $20.08万 | 0.11% | 858 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC | $18.85万 | 0.10% | 29,452 | -8,912 | -23.2% | -$5.70万 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $6.91万 | 0.04% | 14,757 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -169 | -100.0% | -$34.04万 | 清仓 |