CATALYST FINANCIAL PARTNERS LLC
BOSTON MA · SEC CIK 0001927537
$10.08亿2026Q2 申报市值
416持仓数
47.8%前十大占比 · 第一大 14.5%
60 / 19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
IEFA 加仓+$559.25万
IEMG 加仓+$386.48万
ACWI 加仓+$243.67万
AGG 加仓+$234.95万
AAPL 加仓+$197.34万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$474.80万
IJR 减仓-$132.99万
JKHY 清仓-$59.45万
ADSK 清仓-$54.85万
CMCSA 减仓-$46.31万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 | $1.46亿 | 14.47% | 194,787 | -6,340 | -3.2% | -$474.80万 | 减仓 |
| IEFA | ISHARES TR | $8,347.44万 | 8.28% | 864,303 | 57,905 | 7.2% | $559.25万 | 加仓 |
| STT | STATE STR CORP | $3,853.14万 | 3.82% | 227,190 | 101 | 0.0% | $1.71万 | 加仓 |
| AAPL | APPLE INC | $3,752.16万 | 3.72% | 129,671 | 6,820 | 5.6% | $197.34万 | 加仓 |
| IJH | ISHARES TR | $3,259.20万 | 3.23% | 422,669 | 7,772 | 1.9% | $59.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,253.86万 | 3.23% | 162,620 | 2,809 | 1.8% | $56.21万 | 加仓 |
| IJR | ISHARES TR | $3,067.45万 | 3.04% | 206,827 | -8,967 | -4.2% | -$132.99万 | 减仓 |
| AGG | ISHARES TR | $2,946.98万 | 2.92% | 297,735 | 23,737 | 8.7% | $234.95万 | 加仓 |
| IEMG | ISHARES INC | $2,571.76万 | 2.55% | 310,449 | 46,654 | 17.7% | $386.48万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $2,531.44万 | 2.51% | 750,389 | 38,991 | 5.5% | $131.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,985.69万 | 1.97% | 53,233 | 2,339 | 4.6% | $87.25万 | 加仓 |
| AMZN | AMAZON COM INC | $1,713.76万 | 1.70% | 71,904 | 6,425 | 9.8% | $153.13万 | 加仓 |
| GOOGL | ALPHABET INC | $1,621.75万 | 1.61% | 45,380 | 3,847 | 9.3% | $137.48万 | 加仓 |
| SMMD | ISHARES TR | $1,583.17万 | 1.57% | 172,778 | 8,586 | 5.2% | $78.67万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,521.24万 | 1.51% | 20,371 | -51 | -0.2% | -$3.81万 | 减仓 |
| GOOG | ALPHABET INC | $1,326.84万 | 1.32% | 37,552 | 1,522 | 4.2% | $53.78万 | 加仓 |
| ACWI | ISHARES TR | $1,288.32万 | 1.28% | 82,074 | 15,523 | 23.3% | $243.67万 | 加仓 |
| AVGO | BROADCOM INC | $1,188.28万 | 1.18% | 31,457 | 1,644 | 5.5% | $62.10万 | 加仓 |
| MUB | ISHARES TR | $949.57万 | 0.94% | 88,234 | 3,608 | 4.3% | $38.83万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $884.42万 | 0.88% | 7,662 | 456 | 6.3% | $52.64万 | 加仓 |
| META | META PLATFORMS INC | $800.36万 | 0.79% | 14,209 | 1,929 | 15.7% | $108.66万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $776.39万 | 0.77% | 23,719 | 1,049 | 4.6% | $34.34万 | 加仓 |
| LLY | ELI LILLY & CO | $773.52万 | 0.77% | 6,449 | 581 | 9.9% | $69.69万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $701.45万 | 0.70% | 26,457 | -1 | -0.0% | -$265 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $631.55万 | 0.63% | 24,867 | -753 | -2.9% | -$19.12万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $610.65万 | 0.61% | 176,949 | 34,476 | 24.2% | $118.98万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $595.61万 | 0.59% | 11,903 | 92 | 0.8% | $4.60万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $591.89万 | 0.59% | 10,189 | 910 | 9.8% | $52.86万 | 加仓 |
| EFA | ISHARES TR | $561.72万 | 0.56% | 54,074 | -25 | -0.0% | -$2,597 | 减仓 |
| TSLA | TESLA INC | $560.45万 | 0.56% | 13,325 | -215 | -1.6% | -$9.04万 | 减仓 |
| AMAT | APPLIED MATLS INC | $551.72万 | 0.55% | 7,631 | 8 | 0.1% | $5,784 | 加仓 |
| INTC | INTEL CORP | $546.43万 | 0.54% | 39,134 | 3,471 | 9.7% | $48.47万 | 加仓 |
| CAT | CATERPILLAR INC | $537.77万 | 0.53% | 5,050 | 11 | 0.2% | $1.17万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $515.58万 | 0.51% | 13,933 | 1,804 | 14.9% | $66.76万 | 加仓 |
| — | EXXON MOBIL CORP | $500.52万 | 0.50% | 36,609 | -2,675 | -6.8% | -$36.57万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $499.50万 | 0.50% | 118,002 | 2,596 | 2.2% | $10.99万 | 加仓 |
| V | VISA INC | $457.20万 | 0.45% | 13,326 | 275 | 2.1% | $9.43万 | 加仓 |
| CSCO | CISCO SYS INC | $421.59万 | 0.42% | 35,893 | 3,483 | 10.7% | $40.91万 | 加仓 |
| ABBV | ABBVIE INC | $387.35万 | 0.38% | 15,393 | -939 | -5.7% | -$23.63万 | 减仓 |
| WMT | WALMART INC | $377.48万 | 0.37% | 33,329 | -2,219 | -6.2% | -$25.13万 | 减仓 |
| IWR | ISHARES TR | $370.95万 | 0.37% | 33,625 | 3,298 | 10.9% | $36.38万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $329.55万 | 0.33% | 7,605 | 729 | 10.6% | $31.59万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $328.63万 | 0.33% | 3,513 | -117 | -3.2% | -$10.94万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $322.08万 | 0.32% | 21,964 | 1,887 | 9.4% | $27.67万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $313.98万 | 0.31% | 28,603 | 15 | 0.1% | $1,647 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $312.80万 | 0.31% | 7,526 | 809 | 12.0% | $33.62万 | 加仓 |
| ACWX | ISHARES TR | $312.23万 | 0.31% | 41,024 | 650 | 1.6% | $4.95万 | 加仓 |
| KLAC | KLA CORP | $306.21万 | 0.30% | 10,149 | 559 | 5.8% | $16.87万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $300.88万 | 0.30% | 59,485 | -7,310 | -10.9% | -$36.97万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $284.25万 | 0.28% | 15,712 | 415 | 2.7% | $7.51万 | 加仓 |
| GEV | GE VERNOVA INC | $281.85万 | 0.28% | 2,399 | 166 | 7.4% | $19.50万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $278.58万 | 0.28% | 5,424 | 1,636 | 43.2% | $84.02万 | 加仓 |
| GE | GE AEROSPACE | $275.24万 | 0.27% | 7,365 | 131 | 1.8% | $4.90万 | 加仓 |
| BAC | BANK OF AMER CORP | $272.63万 | 0.27% | 47,847 | 2,567 | 5.7% | $14.63万 | 加仓 |
| MRK | MERCK & CO INC | $259.63万 | 0.26% | 20,205 | 987 | 5.1% | $12.68万 | 加仓 |
| RTX | RTX CORPORATION | $239.91万 | 0.24% | 12,645 | -264 | -2.0% | -$5.01万 | 减仓 |
| NFLX | NETFLIX INC. | $223.67万 | 0.22% | 31,326 | 968 | 3.2% | $6.91万 | 加仓 |
| CVX | CHEVRON CORPORATION | $223.64万 | 0.22% | 13,492 | -2,695 | -16.6% | -$44.67万 | 减仓 |
| GLW | CORNING INC | $221.73万 | 0.22% | 8,681 | -1,115 | -11.4% | -$28.48万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $220.26万 | 0.22% | 6,459 | 2,138 | 49.5% | $72.91万 | 加仓 |
| KO | COCA COLA CO | $214.81万 | 0.21% | 26,432 | -1,438 | -5.2% | -$11.69万 | 减仓 |
| TXN | TEXAS INSTRS INC | $212.17万 | 0.21% | 7,118 | -156 | -2.1% | -$4.65万 | 减仓 |
| IWM | ISHARES TR | $209.05万 | 0.21% | 6,958 | 1,042 | 17.6% | $31.31万 | 加仓 |
| SNDK | SANDISK CORP | $200.32万 | 0.20% | 881 | -31 | -3.4% | -$7.05万 | 减仓 |
| EMXC | ISHARES INC | $199.58万 | 0.20% | 19,509 | 10,634 | 119.8% | $108.79万 | 加仓 |
| ETN | EATON CORP PLC | $199.38万 | 0.20% | 4,679 | 251 | 5.7% | $10.70万 | 加仓 |
| QCOM | QUALCOMM INC | $193.72万 | 0.19% | 10,483 | 95 | 0.9% | $1.76万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $186.44万 | 0.18% | 15,772 | 253 | 1.6% | $2.99万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $184.23万 | 0.18% | 30,865 | -920 | -2.9% | -$5.49万 | 减仓 |
| JNK | SPDR SERIES TRUST | $180.76万 | 0.18% | 18,757 | 1,609 | 9.4% | $15.51万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $177.90万 | 0.18% | 1,759 | 87 | 5.2% | $8.80万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $171.38万 | 0.17% | 24,054 | -330 | -1.4% | -$2.35万 | 减仓 |
| MS | MORGAN STANLEY | $171.27万 | 0.17% | 8,193 | 227 | 2.8% | $4.75万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $171.20万 | 0.17% | 6,088 | -6 | -0.1% | -$1,687 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $166.96万 | 0.17% | 7,056 | 364 | 5.4% | $8.61万 | 加仓 |
| HD | HOME DEPOT INC | $166.47万 | 0.17% | 4,720 | -166 | -3.4% | -$5.85万 | 减仓 |
| LIN | LINDE PLC | $164.04万 | 0.16% | 3,161 | 407 | 14.8% | $21.12万 | 加仓 |
| TJX | TJX COS INC NEW | $161.39万 | 0.16% | 10,653 | -584 | -5.2% | -$8.85万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $153.84万 | 0.15% | 5,722 | -384 | -6.3% | -$10.32万 | 减仓 |
| SUB | ISHARES TR | $148.14万 | 0.15% | 13,914 | -350 | -2.5% | -$3.73万 | 减仓 |
| ORCL | ORACLE CORP | $142.94万 | 0.14% | 9,754 | 1,004 | 11.5% | $14.71万 | 加仓 |
| FTNT | FORTINET INC | $140.81万 | 0.14% | 9,166 | -1,616 | -15.0% | -$24.82万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $138.86万 | 0.14% | 1,439 | 187 | 14.9% | $18.05万 | 加仓 |
| MO | ALTRIA GROUP INC | $134.13万 | 0.13% | 18,642 | 4,418 | 31.1% | $31.79万 | 加仓 |
| VB | VANGUARD INDEX FDS | $130.40万 | 0.13% | 4,302 | -113 | -2.6% | -$3.43万 | 减仓 |
| PGR | PROGRESSIVE CORP | $125.98万 | 0.12% | 5,767 | -2,051 | -26.2% | -$44.80万 | 减仓 |
| CB | CHUBB LIMITED | $125.26万 | 0.12% | 3,676 | 739 | 25.2% | $25.18万 | 加仓 |
| QQQ | INVESCO QQQ TR | $124.96万 | 0.12% | 1,697 | 544 | 47.2% | $40.06万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $124.24万 | 0.12% | 7,916 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $124.04万 | 0.12% | 3,123 | 108 | 3.6% | $4.29万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $123.95万 | 0.12% | 13,433 | -80 | -0.6% | -$7,382 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $123.32万 | 0.12% | 1,616 | 175 | 12.1% | $13.35万 | 加仓 |
| IDV | ISHARES TR | $122.77万 | 0.12% | 29,633 | 23,254 | 364.5% | $96.34万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $122.69万 | 0.12% | 2,498 | 82 | 3.4% | $4.03万 | 加仓 |
| AMGN | AMGEN INC | $122.61万 | 0.12% | 3,386 | 164 | 5.1% | $5.94万 | 加仓 |
| LOW | LOWES COS INC | $122.50万 | 0.12% | 5,556 | -124 | -2.2% | -$2.73万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $120.83万 | 0.12% | 3,411 | -31 | -0.9% | -$1.10万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $118.93万 | 0.12% | 1,862 | 16 | 0.9% | $1.02万 | 加仓 |
| WFC | WELLS FARGO & CO | $116.61万 | 0.12% | 14,111 | 552 | 4.1% | $4.56万 | 加仓 |
| APH | AMPHENOL CORP | $115.35万 | 0.11% | 6,542 | -95 | -1.4% | -$1.68万 | 减仓 |