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 |
|---|---|---|---|---|---|---|---|---|
| ELV | ELEVANCE HEALTH INC FORMERLY | $46.87万 | 0.05% | 1,212 | 311 | 34.5% | $12.03万 | 加仓 |
| UNM | UNUM GROUP | $46.94万 | 0.05% | 5,251 | 5,251 | — | $46.94万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $49.00万 | 0.05% | 6,575 | 111 | 1.7% | $8,273 | 加仓 |
| NEM | NEWMONT CORP | $49.09万 | 0.05% | 5,256 | -104 | -1.9% | -$9,714 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $49.16万 | 0.05% | 699 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $50.14万 | 0.05% | 5,031 | 5,031 | — | $50.14万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $50.40万 | 0.05% | 1,719 | -134 | -7.2% | -$3.93万 | 减仓 |
| VGT | VANGUARD WORLD FD | $50.46万 | 0.05% | 4,222 | -250 | -5.6% | -$2.99万 | 减仓 |
| VV | VANGUARD INDEX FDS | $50.55万 | 0.05% | 1,470 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $51.03万 | 0.05% | 2,725 | 2,725 | — | $51.03万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $51.14万 | 0.05% | 11,336 | 66 | 0.6% | $2,977 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $51.25万 | 0.05% | 8,894 | -936 | -9.5% | -$5.39万 | 减仓 |
| APP | APPLOVIN CORP | $51.42万 | 0.05% | 998 | 249 | 33.2% | $12.83万 | 加仓 |
| ASML | ASML HLDG NV | $52.12万 | 0.05% | 262 | 17 | 6.9% | $3.38万 | 加仓 |
| GWW | WW GRAINGER INC | $52.38万 | 0.05% | 385 | 85 | 28.3% | $11.56万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $52.48万 | 0.05% | 1,416 | 138 | 10.8% | $5.11万 | 加仓 |
| MDT | MEDTRONIC PLC | $52.50万 | 0.05% | 6,711 | -1,640 | -19.6% | -$12.83万 | 减仓 |
| EOG | EOG RES INC | $52.85万 | 0.05% | 4,074 | 1,905 | 87.8% | $24.71万 | 加仓 |
| CME | CME GROUP INC | $53.26万 | 0.05% | 2,412 | -1,473 | -37.9% | -$32.53万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $53.56万 | 0.05% | 10,310 | 1,325 | 14.7% | $6.88万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $53.85万 | 0.05% | 1,248 | 1,248 | — | $53.85万 | 新建仓 |
| FDX | FEDEX CORP | $53.92万 | 0.05% | 1,722 | -113 | -6.2% | -$3.54万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $54.03万 | 0.05% | 8,962 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $54.11万 | 0.05% | 1,639 | 116 | 7.6% | $3.83万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $54.43万 | 0.05% | 1,873 | -96 | -4.9% | -$2.79万 | 减仓 |
| GM | GENERAL MTRS CO | $54.88万 | 0.05% | 7,120 | 284 | 4.2% | $2.19万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $54.99万 | 0.05% | 10,912 | -2,343 | -17.7% | -$11.81万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $55.01万 | 0.05% | 8,747 | 699 | 8.7% | $4.40万 | 加仓 |
| IOO | ISHARES TR | $55.21万 | 0.05% | 4,042 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $55.31万 | 0.05% | 2,538 | -914 | -26.5% | -$19.92万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $55.68万 | 0.06% | 1,166 | -418 | -26.4% | -$19.96万 | 减仓 |
| CTAS | CINTAS CORP | $55.84万 | 0.06% | 3,283 | -1,293 | -28.3% | -$21.99万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $56.24万 | 0.06% | 4,274 | 2,532 | 145.4% | $33.32万 | 重新持有 |
| WM | WASTE MGMT INC DEL | $56.28万 | 0.06% | 2,525 | 214 | 9.3% | $4.77万 | 加仓 |
| BA | BOEING CO | $56.50万 | 0.06% | 2,610 | 326 | 14.3% | $7.06万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $56.55万 | 0.06% | 4,544 | 3,089 | 212.3% | $38.44万 | 加仓 |
| EXC | EXELON CORP | $56.75万 | 0.06% | 12,172 | 1,181 | 10.7% | $5.51万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $57.42万 | 0.06% | 587 | 2 | 0.3% | $1,956 | 加仓 |
| DGRO | ISHARES TR | $57.58万 | 0.06% | 7,597 | -2 | -0.0% | -$152 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $57.70万 | 0.06% | 6,003 | 489 | 8.9% | $4.70万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $57.72万 | 0.06% | 9,979 | 28 | 0.3% | $1,620 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $57.77万 | 0.06% | 2,136 | 167 | 8.5% | $4.52万 | 加仓 |
| TMUS | T-MOBILE US INC | $58.20万 | 0.06% | 3,470 | -96 | -2.7% | -$1.61万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $58.29万 | 0.06% | 5,647 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $58.39万 | 0.06% | 5,938 | 2,569 | 76.3% | $25.26万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $58.95万 | 0.06% | 2,205 | -48 | -2.1% | -$1.28万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $59.30万 | 0.06% | 3,203 | 799 | 33.2% | $14.79万 | 加仓 |
| CVS | CVS HEALTH CORP | $59.59万 | 0.06% | 5,760 | 490 | 9.3% | $5.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $59.89万 | 0.06% | 872 | 141 | 19.3% | $9.68万 | 加仓 |
| SYK | STRYKER CORPORATION | $59.95万 | 0.06% | 1,904 | -369 | -16.2% | -$11.62万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $60.24万 | 0.06% | 1,313 | 13 | 1.0% | $5,964 | 加仓 |
| SO | SOUTHERN CO | $60.30万 | 0.06% | 6,300 | -558 | -8.1% | -$5.34万 | 减仓 |
| PFE | PFIZER INC | $60.56万 | 0.06% | 25,150 | 1,770 | 7.6% | $4.26万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $60.85万 | 0.06% | 12,000 | 2,000 | 20.0% | $10.14万 | 加仓 |
| AME | AMETEK INC | $61.26万 | 0.06% | 2,532 | -743 | -22.7% | -$17.98万 | 减仓 |
| EQIX | EQUINIX INC | $61.29万 | 0.06% | 588 | 41 | 7.5% | $4.27万 | 加仓 |
| SBUX | STARBUCKS CORP | $61.65万 | 0.06% | 6,033 | -63 | -1.0% | -$6,438 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $61.78万 | 0.06% | 1,646 | 203 | 14.1% | $7.62万 | 加仓 |
| IWN | ISHARES TR | $62.07万 | 0.06% | 2,806 | -117 | -4.0% | -$2.59万 | 减仓 |
| PLD | PROLOGIS INC. | $63.79万 | 0.06% | 4,709 | 394 | 9.1% | $5.34万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $63.83万 | 0.06% | 2,850 | 411 | 16.9% | $9.20万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $64.15万 | 0.06% | 6,997 | 2,502 | 55.7% | $22.94万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $65.57万 | 0.07% | 1,320 | -334 | -20.2% | -$16.59万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $65.71万 | 0.07% | 4,497 | 569 | 14.5% | $8.31万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $67.42万 | 0.07% | 1,926 | 58 | 3.1% | $2.03万 | 加仓 |
| ALL | ALLSTATE CORP | $67.58万 | 0.07% | 2,840 | 648 | 29.6% | $15.42万 | 加仓 |
| VLO | VALERO ENERGY CORP | $67.71万 | 0.07% | 2,600 | 122 | 4.9% | $3.18万 | 加仓 |
| D | DOMINION ENERGY INC | $68.14万 | 0.07% | 9,978 | -1,162 | -10.4% | -$7.94万 | 减仓 |
| NOW | SERVICENOW INC | $68.35万 | 0.07% | 6,885 | -1,495 | -17.8% | -$14.84万 | 减仓 |
| IWX | ISHARES TR | $68.55万 | 0.07% | 6,519 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $68.60万 | 0.07% | 4,389 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $68.77万 | 0.07% | 347 | -10 | -2.8% | -$1.98万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $69.68万 | 0.07% | 3,270 | 3,270 | — | $69.68万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $69.74万 | 0.07% | 2,217 | -135 | -5.7% | -$4.25万 | 减仓 |
| DIS | DISNEY WALT CO | $71.13万 | 0.07% | 7,390 | 1,412 | 23.6% | $13.59万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $71.57万 | 0.07% | 13,247 | -4,299 | -24.5% | -$23.23万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $72.09万 | 0.07% | 14,423 | 12 | 0.1% | $600 | 加仓 |
| GILD | GILEAD SCIENCES INC | $72.22万 | 0.07% | 5,716 | 241 | 4.4% | $3.04万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $75.21万 | 0.07% | 10,422 | -674 | -6.1% | -$4.86万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $75.23万 | 0.07% | 8,169 | -631 | -7.2% | -$5.81万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $76.16万 | 0.08% | 1,495 | 301 | 25.2% | $15.33万 | 加仓 |
| GGG | GRACO INC | $80.55万 | 0.08% | 10,653 | 4,222 | 65.7% | $31.92万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $80.58万 | 0.08% | 9,621 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $80.94万 | 0.08% | 3,566 | 80 | 2.3% | $1.82万 | 加仓 |
| GL | GLOBE LIFE INC | $81.32万 | 0.08% | 4,551 | 1,808 | 65.9% | $32.31万 | 加仓 |
| CRM | SALESFORCE INC | $82.17万 | 0.08% | 5,245 | -2,862 | -35.3% | -$44.84万 | 减仓 |
| IVE | ISHARES TR | $83.06万 | 0.08% | 3,658 | -121 | -3.2% | -$2.75万 | 减仓 |
| MGK | VANGUARD WORLD FD | $83.29万 | 0.08% | 9,475 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $83.53万 | 0.08% | 4,385 | 394 | 9.9% | $7.50万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $84.18万 | 0.08% | 9,579 | 3,856 | 67.4% | $33.89万 | 加仓 |
| SPGI | S&P GLOBAL INC | $84.38万 | 0.08% | 2,072 | 354 | 20.6% | $14.42万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $84.56万 | 0.08% | 4,215 | 286 | 7.3% | $5.74万 | 加仓 |
| CSX | CSX CORP | $84.61万 | 0.08% | 17,801 | 301 | 1.7% | $1.43万 | 加仓 |
| VICI | VICI PPTYS INC | $85.31万 | 0.08% | 32,131 | 16,121 | 100.7% | $42.80万 | 加仓 |
| WMB | WILLIAMS COS INC | $85.87万 | 0.09% | 11,551 | 422 | 3.8% | $3.14万 | 加仓 |
| BLK | BLACKROCK INC | $86.16万 | 0.09% | 896 | -50 | -5.3% | -$4.81万 | 减仓 |
| THG | HANOVER INS GROUP INC | $86.53万 | 0.09% | 4,041 | 4,041 | — | $86.53万 | 新建仓 |
| T | AT&T INC | $87.11万 | 0.09% | 42,083 | -1,023 | -2.4% | -$2.12万 | 减仓 |
| CMI | CUMMINS INC | $87.44万 | 0.09% | 1,226 | -138 | -10.1% | -$9.84万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $87.91万 | 0.09% | 29,872 | -783 | -2.6% | -$2.30万 | 减仓 |