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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $500.52万 | 0.50% | 36,609 | -2,675 | -6.8% | -$36.57万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $515.58万 | 0.51% | 13,933 | 1,804 | 14.9% | $66.76万 | 加仓 |
| CAT | CATERPILLAR INC | $537.77万 | 0.53% | 5,050 | 11 | 0.2% | $1.17万 | 加仓 |
| INTC | INTEL CORP | $546.43万 | 0.54% | 39,134 | 3,471 | 9.7% | $48.47万 | 加仓 |
| AMAT | APPLIED MATLS INC | $551.72万 | 0.55% | 7,631 | 8 | 0.1% | $5,784 | 加仓 |
| TSLA | TESLA INC | $560.45万 | 0.56% | 13,325 | -215 | -1.6% | -$9.04万 | 减仓 |
| EFA | ISHARES TR | $561.72万 | 0.56% | 54,074 | -25 | -0.0% | -$2,597 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $591.89万 | 0.59% | 10,189 | 910 | 9.8% | $52.86万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $595.61万 | 0.59% | 11,903 | 92 | 0.8% | $4.60万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $610.65万 | 0.61% | 176,949 | 34,476 | 24.2% | $118.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $631.55万 | 0.63% | 24,867 | -753 | -2.9% | -$19.12万 | 减仓 |
| UFPT | UFP TECHNOLOGIES INC | $701.45万 | 0.70% | 26,457 | -1 | -0.0% | -$265 | 减仓 |
| LLY | ELI LILLY & CO | $773.52万 | 0.77% | 6,449 | 581 | 9.9% | $69.69万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $776.39万 | 0.77% | 23,719 | 1,049 | 4.6% | $34.34万 | 加仓 |
| META | META PLATFORMS INC | $800.36万 | 0.79% | 14,209 | 1,929 | 15.7% | $108.66万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $884.42万 | 0.88% | 7,662 | 456 | 6.3% | $52.64万 | 加仓 |
| MUB | ISHARES TR | $949.57万 | 0.94% | 88,234 | 3,608 | 4.3% | $38.83万 | 加仓 |
| AVGO | BROADCOM INC | $1,188.28万 | 1.18% | 31,457 | 1,644 | 5.5% | $62.10万 | 加仓 |
| ACWI | ISHARES TR | $1,288.32万 | 1.28% | 82,074 | 15,523 | 23.3% | $243.67万 | 加仓 |
| GOOG | ALPHABET INC | $1,326.84万 | 1.32% | 37,552 | 1,522 | 4.2% | $53.78万 | 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 |
| SMMD | ISHARES TR | $1,583.17万 | 1.57% | 172,778 | 8,586 | 5.2% | $78.67万 | 加仓 |
| GOOGL | ALPHABET INC | $1,621.75万 | 1.61% | 45,380 | 3,847 | 9.3% | $137.48万 | 加仓 |
| AMZN | AMAZON COM INC | $1,713.76万 | 1.70% | 71,904 | 6,425 | 9.8% | $153.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,985.69万 | 1.97% | 53,233 | 2,339 | 4.6% | $87.25万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $2,531.44万 | 2.51% | 750,389 | 38,991 | 5.5% | $131.54万 | 加仓 |
| IEMG | ISHARES INC | $2,571.76万 | 2.55% | 310,449 | 46,654 | 17.7% | $386.48万 | 加仓 |
| AGG | ISHARES TR | $2,946.98万 | 2.92% | 297,735 | 23,737 | 8.7% | $234.95万 | 加仓 |
| IJR | ISHARES TR | $3,067.45万 | 3.04% | 206,827 | -8,967 | -4.2% | -$132.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,253.86万 | 3.23% | 162,620 | 2,809 | 1.8% | $56.21万 | 加仓 |
| IJH | ISHARES TR | $3,259.20万 | 3.23% | 422,669 | 7,772 | 1.9% | $59.93万 | 加仓 |
| AAPL | APPLE INC | $3,752.16万 | 3.72% | 129,671 | 6,820 | 5.6% | $197.34万 | 加仓 |
| STT | STATE STR CORP | $3,853.14万 | 3.82% | 227,190 | 101 | 0.0% | $1.71万 | 加仓 |
| IEFA | ISHARES TR | $8,347.44万 | 8.28% | 864,303 | 57,905 | 7.2% | $559.25万 | 加仓 |
| IVV | ISHARES TR | $1.46亿 | 14.47% | 194,787 | -6,340 | -3.2% | -$474.80万 | 减仓 |