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 |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD INDEX FDS | $88.79万 | 0.09% | 11,020 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $88.80万 | 0.09% | 4,982 | -1,468 | -22.8% | -$26.17万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $89.85万 | 0.09% | 12,240 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $90.30万 | 0.09% | 3,031 | 3,031 | — | $90.30万 | 新建仓 |
| MCK | MCKESSON CORP | $90.67万 | 0.09% | 1,200 | 81 | 7.2% | $6.12万 | 加仓 |
| COP | CONOCOPHILLIPS | $91.05万 | 0.09% | 8,758 | -2,730 | -23.8% | -$28.38万 | 减仓 |
| ILCG | ISHARES TR | $91.86万 | 0.09% | 7,850 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $93.44万 | 0.09% | 11,495 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $94.14万 | 0.09% | 6,845 | 171 | 2.6% | $2.35万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $95.08万 | 0.09% | 3,828 | -101 | -2.6% | -$2.51万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $96.76万 | 0.10% | 2,433 | -323 | -11.7% | -$12.85万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $97.06万 | 0.10% | 10,696 | -1,656 | -13.4% | -$15.03万 | 减仓 |
| — | ELECTRONIC ARTS INC | $98.26万 | 0.10% | 4,792 | 2,310 | 93.1% | $47.36万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $98.62万 | 0.10% | 23,293 | -1,651 | -6.6% | -$6.99万 | 减仓 |
| EEM | ISHARES TR | $99.84万 | 0.10% | 14,595 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $99.89万 | 0.10% | 5,880 | 215 | 3.8% | $3.65万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $100.25万 | 0.10% | 7,920 | -1,380 | -14.8% | -$17.47万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $100.69万 | 0.10% | 1,977 | 185 | 10.3% | $9.42万 | 加仓 |
| UNP | UNION PAC CORP | $102.03万 | 0.10% | 3,751 | 276 | 7.9% | $7.51万 | 加仓 |
| PEP | PEPSICO INC | $102.97万 | 0.10% | 7,605 | 164 | 2.2% | $2.22万 | 加仓 |
| WAB | WABTEC | $103.20万 | 0.10% | 3,828 | 135 | 3.7% | $3.64万 | 加仓 |
| PWR | QUANTA SVCS INC | $103.33万 | 0.10% | 1,435 | 34 | 2.4% | $2.45万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $105.78万 | 0.10% | 12,052 | -1,046 | -8.0% | -$9.18万 | 减仓 |
| DE | DEERE & CO | $106.88万 | 0.11% | 1,685 | 73 | 4.5% | $4.63万 | 加仓 |
| C | CITIGROUP INC | $106.97万 | 0.11% | 7,643 | 523 | 7.3% | $7.32万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $109.50万 | 0.11% | 35,210 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $111.45万 | 0.11% | 23,204 | 4,316 | 22.9% | $20.73万 | 加仓 |
| MCD | MCDONALDS CORP | $111.48万 | 0.11% | 4,124 | -12 | -0.3% | -$3,244 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $112.78万 | 0.11% | 9,667 | -1,248 | -11.4% | -$14.56万 | 减仓 |
| IWY | ISHARES TR | $112.85万 | 0.11% | 3,883 | -773 | -16.6% | -$22.46万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $112.94万 | 0.11% | 10,209 | 3,721 | 57.4% | $41.17万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $113.55万 | 0.11% | 3,357 | 309 | 10.1% | $10.45万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $113.91万 | 0.11% | 2,272 | 29 | 1.3% | $1.45万 | 加仓 |
| MPC | MARATHON PETE CORP | $114.17万 | 0.11% | 4,465 | 132 | 3.0% | $3.38万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $114.71万 | 0.11% | 10,090 | 5,829 | 136.8% | $66.27万 | 加仓 |
| APH | AMPHENOL CORP | $115.35万 | 0.11% | 6,542 | -95 | -1.4% | -$1.68万 | 减仓 |
| WFC | WELLS FARGO & CO | $116.61万 | 0.12% | 14,111 | 552 | 4.1% | $4.56万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $118.93万 | 0.12% | 1,862 | 16 | 0.9% | $1.02万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $120.83万 | 0.12% | 3,411 | -31 | -0.9% | -$1.10万 | 减仓 |
| LOW | LOWES COS INC | $122.50万 | 0.12% | 5,556 | -124 | -2.2% | -$2.73万 | 减仓 |
| AMGN | AMGEN INC | $122.61万 | 0.12% | 3,386 | 164 | 5.1% | $5.94万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $122.69万 | 0.12% | 2,498 | 82 | 3.4% | $4.03万 | 加仓 |
| IDV | ISHARES TR | $122.77万 | 0.12% | 29,633 | 23,254 | 364.5% | $96.34万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $123.32万 | 0.12% | 1,616 | 175 | 12.1% | $13.35万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $123.95万 | 0.12% | 13,433 | -80 | -0.6% | -$7,382 | 减仓 |
| ADI | ANALOG DEVICES INC | $124.04万 | 0.12% | 3,123 | 108 | 3.6% | $4.29万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $124.24万 | 0.12% | 7,916 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $124.96万 | 0.12% | 1,697 | 544 | 47.2% | $40.06万 | 加仓 |
| CB | CHUBB LIMITED | $125.26万 | 0.12% | 3,676 | 739 | 25.2% | $25.18万 | 加仓 |
| PGR | PROGRESSIVE CORP | $125.98万 | 0.12% | 5,767 | -2,051 | -26.2% | -$44.80万 | 减仓 |
| VB | VANGUARD INDEX FDS | $130.40万 | 0.13% | 4,302 | -113 | -2.6% | -$3.43万 | 减仓 |
| MO | ALTRIA GROUP INC | $134.13万 | 0.13% | 18,642 | 4,418 | 31.1% | $31.79万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $138.86万 | 0.14% | 1,439 | 187 | 14.9% | $18.05万 | 加仓 |
| FTNT | FORTINET INC | $140.81万 | 0.14% | 9,166 | -1,616 | -15.0% | -$24.82万 | 减仓 |
| ORCL | ORACLE CORP | $142.94万 | 0.14% | 9,754 | 1,004 | 11.5% | $14.71万 | 加仓 |
| SUB | ISHARES TR | $148.14万 | 0.15% | 13,914 | -350 | -2.5% | -$3.73万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $153.84万 | 0.15% | 5,722 | -384 | -6.3% | -$10.32万 | 减仓 |
| TJX | TJX COS INC NEW | $161.39万 | 0.16% | 10,653 | -584 | -5.2% | -$8.85万 | 减仓 |
| LIN | LINDE PLC | $164.04万 | 0.16% | 3,161 | 407 | 14.8% | $21.12万 | 加仓 |
| HD | HOME DEPOT INC | $166.47万 | 0.17% | 4,720 | -166 | -3.4% | -$5.85万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $166.96万 | 0.17% | 7,056 | 364 | 5.4% | $8.61万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $171.20万 | 0.17% | 6,088 | -6 | -0.1% | -$1,687 | 减仓 |
| MS | MORGAN STANLEY | $171.27万 | 0.17% | 8,193 | 227 | 2.8% | $4.75万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $171.38万 | 0.17% | 24,054 | -330 | -1.4% | -$2.35万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $177.90万 | 0.18% | 1,759 | 87 | 5.2% | $8.80万 | 加仓 |
| JNK | SPDR SERIES TRUST | $180.76万 | 0.18% | 18,757 | 1,609 | 9.4% | $15.51万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $184.23万 | 0.18% | 30,865 | -920 | -2.9% | -$5.49万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $186.44万 | 0.18% | 15,772 | 253 | 1.6% | $2.99万 | 加仓 |
| QCOM | QUALCOMM INC | $193.72万 | 0.19% | 10,483 | 95 | 0.9% | $1.76万 | 加仓 |
| ETN | EATON CORP PLC | $199.38万 | 0.20% | 4,679 | 251 | 5.7% | $10.70万 | 加仓 |
| EMXC | ISHARES INC | $199.58万 | 0.20% | 19,509 | 10,634 | 119.8% | $108.79万 | 加仓 |
| SNDK | SANDISK CORP | $200.32万 | 0.20% | 881 | -31 | -3.4% | -$7.05万 | 减仓 |
| IWM | ISHARES TR | $209.05万 | 0.21% | 6,958 | 1,042 | 17.6% | $31.31万 | 加仓 |
| TXN | TEXAS INSTRS INC | $212.17万 | 0.21% | 7,118 | -156 | -2.1% | -$4.65万 | 减仓 |
| KO | COCA COLA CO | $214.81万 | 0.21% | 26,432 | -1,438 | -5.2% | -$11.69万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $220.26万 | 0.22% | 6,459 | 2,138 | 49.5% | $72.91万 | 加仓 |
| GLW | CORNING INC | $221.73万 | 0.22% | 8,681 | -1,115 | -11.4% | -$28.48万 | 减仓 |
| CVX | CHEVRON CORPORATION | $223.64万 | 0.22% | 13,492 | -2,695 | -16.6% | -$44.67万 | 减仓 |
| NFLX | NETFLIX INC. | $223.67万 | 0.22% | 31,326 | 968 | 3.2% | $6.91万 | 加仓 |
| RTX | RTX CORPORATION | $239.91万 | 0.24% | 12,645 | -264 | -2.0% | -$5.01万 | 减仓 |
| MRK | MERCK & CO INC | $259.63万 | 0.26% | 20,205 | 987 | 5.1% | $12.68万 | 加仓 |
| BAC | BANK OF AMER CORP | $272.63万 | 0.27% | 47,847 | 2,567 | 5.7% | $14.63万 | 加仓 |
| GE | GE AEROSPACE | $275.24万 | 0.27% | 7,365 | 131 | 1.8% | $4.90万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $278.58万 | 0.28% | 5,424 | 1,636 | 43.2% | $84.02万 | 加仓 |
| GEV | GE VERNOVA INC | $281.85万 | 0.28% | 2,399 | 166 | 7.4% | $19.50万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $284.25万 | 0.28% | 15,712 | 415 | 2.7% | $7.51万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $300.88万 | 0.30% | 59,485 | -7,310 | -10.9% | -$36.97万 | 减仓 |
| KLAC | KLA CORP | $306.21万 | 0.30% | 10,149 | 559 | 5.8% | $16.87万 | 加仓 |
| ACWX | ISHARES TR | $312.23万 | 0.31% | 41,024 | 650 | 1.6% | $4.95万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $312.80万 | 0.31% | 7,526 | 809 | 12.0% | $33.62万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $313.98万 | 0.31% | 28,603 | 15 | 0.1% | $1,647 | 加仓 |
| PG | PROCTER & GAMBLE CO | $322.08万 | 0.32% | 21,964 | 1,887 | 9.4% | $27.67万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $328.63万 | 0.33% | 3,513 | -117 | -3.2% | -$10.94万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $329.55万 | 0.33% | 7,605 | 729 | 10.6% | $31.59万 | 加仓 |
| IWR | ISHARES TR | $370.95万 | 0.37% | 33,625 | 3,298 | 10.9% | $36.38万 | 加仓 |
| WMT | WALMART INC | $377.48万 | 0.37% | 33,329 | -2,219 | -6.2% | -$25.13万 | 减仓 |
| ABBV | ABBVIE INC | $387.35万 | 0.38% | 15,393 | -939 | -5.7% | -$23.63万 | 减仓 |
| CSCO | CISCO SYS INC | $421.59万 | 0.42% | 35,893 | 3,483 | 10.7% | $40.91万 | 加仓 |
| V | VISA INC | $457.20万 | 0.45% | 13,326 | 275 | 2.1% | $9.43万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $499.50万 | 0.50% | 118,002 | 2,596 | 2.2% | $10.99万 | 加仓 |