CATALYST FINANCIAL PARTNERS LLC
BOSTON MA · SEC CIK 0001927537
$8.47亿2026Q1 申报市值
370持仓数
49.2%前十大占比 · 第一大 15.5%
62 / 18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
IVV 加仓+$677.97万
IEFA 加仓+$628.00万
ACWI 加仓+$381.40万
NVDA 加仓+$295.96万
SMMD 加仓+$274.38万
2026Q1 卖出最多 按季末市值估算
STT 减仓-$1.03亿
SPY 减仓-$432.81万
IJR 减仓-$224.65万
IJH 减仓-$127.94万
MPC 减仓-$116.34万
2026Q1 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 | $1.31亿 | 15.51% | 201,127 | 10,379 | 5.4% | $677.97万 | 加仓 |
| IEFA | ISHARES TR | $7,300.32万 | 8.62% | 806,398 | 69,369 | 9.4% | $628.00万 | 加仓 |
| AAPL | APPLE INC | $3,117.83万 | 3.68% | 122,851 | 10,181 | 9.0% | $258.38万 | 加仓 |
| STT | STATE STR CORP | $2,874.04万 | 3.39% | 227,089 | -815,889 | -78.2% | -$1.03亿 | 减仓 |
| IJH | ISHARES TR | $2,801.80万 | 3.31% | 414,897 | -18,945 | -4.4% | -$127.94万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,787.11万 | 3.29% | 159,811 | 16,970 | 11.9% | $295.96万 | 加仓 |
| AGG | ISHARES TR | $2,719.98万 | 3.21% | 273,998 | 22,540 | 9.0% | $223.75万 | 加仓 |
| IJR | ISHARES TR | $2,682.54万 | 3.17% | 215,794 | -18,072 | -7.7% | -$224.65万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $2,400.26万 | 2.83% | 711,398 | 55,162 | 8.4% | $186.12万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,883.95万 | 2.22% | 50,894 | 3,154 | 6.6% | $116.75万 | 加仓 |
| IEMG | ISHARES INC | $1,839.97万 | 2.17% | 263,795 | 19,366 | 7.9% | $135.08万 | 加仓 |
| AMZN | AMAZON COM INC | $1,363.73万 | 1.61% | 65,479 | 6,804 | 11.6% | $141.71万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,328.14万 | 1.57% | 20,422 | -6,655 | -24.6% | -$432.81万 | 减仓 |
| SMMD | ISHARES TR | $1,253.61万 | 1.48% | 164,192 | 35,937 | 28.0% | $274.38万 | 加仓 |
| GOOGL | ALPHABET INC | $1,194.32万 | 1.41% | 41,533 | 5,537 | 15.4% | $159.22万 | 加仓 |
| GOOG | ALPHABET INC | $1,033.57万 | 1.22% | 36,030 | 873 | 2.5% | $25.04万 | 加仓 |
| AVGO | BROADCOM INC | $922.73万 | 1.09% | 29,813 | 3,769 | 14.5% | $116.65万 | 加仓 |
| ACWI | ISHARES TR | $920.87万 | 1.09% | 66,551 | 27,564 | 70.7% | $381.40万 | 加仓 |
| MUB | ISHARES TR | $898.30万 | 1.06% | 84,626 | 3,948 | 4.9% | $41.91万 | 加仓 |
| META | META PLATFORMS INC | $702.58万 | 0.83% | 12,280 | 1,272 | 11.6% | $72.77万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $666.86万 | 0.79% | 22,670 | 487 | 2.2% | $14.33万 | 加仓 |
| — | EXXON MOBIL CORP | $666.50万 | 0.79% | 39,284 | 5,668 | 16.9% | $96.16万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $626.26万 | 0.74% | 25,620 | 1,551 | 6.4% | $37.91万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $565.98万 | 0.67% | 11,811 | 913 | 8.4% | $43.75万 | 加仓 |
| LLY | ELI LILLY & CO | $539.72万 | 0.64% | 5,868 | 467 | 8.6% | $42.95万 | 加仓 |
| EFA | ISHARES TR | $525.46万 | 0.62% | 54,099 | 0 | 0.0% | — | 不变 |
| RLY | SSGA ACTIVE ETF TR | $515.04万 | 0.61% | 142,473 | 30,548 | 27.3% | $110.43万 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $512.23万 | 0.60% | 26,458 | -2 | -0.0% | -$387 | 减仓 |
| TSLA | TESLA INC | $503.35万 | 0.59% | 13,540 | 461 | 3.5% | $17.14万 | 加仓 |
| WMT | WALMART INC | $441.79万 | 0.52% | 35,548 | 4,629 | 15.0% | $57.53万 | 加仓 |
| V | VISA INC | $394.45万 | 0.47% | 13,051 | 2,904 | 28.6% | $87.77万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $389.12万 | 0.46% | 12,129 | 1,214 | 11.1% | $38.95万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $385.11万 | 0.45% | 115,406 | 9,479 | 8.9% | $31.63万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $361.70万 | 0.43% | 3,630 | 1,106 | 43.8% | $110.21万 | 加仓 |
| CAT | CATERPILLAR INC | $356.99万 | 0.42% | 5,039 | 145 | 3.0% | $10.27万 | 加仓 |
| ABBV | ABBVIE INC | $355.21万 | 0.42% | 16,332 | 2,099 | 14.7% | $45.65万 | 加仓 |
| CVX | CHEVRON CORPORATION | $334.91万 | 0.40% | 16,187 | 3,857 | 31.3% | $79.80万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $333.24万 | 0.39% | 66,795 | 638 | 1.0% | $3.18万 | 加仓 |
| IWR | ISHARES TR | $294.87万 | 0.35% | 30,327 | 2,824 | 10.3% | $27.46万 | 加仓 |
| NFLX | NETFLIX INC. | $291.89万 | 0.34% | 30,358 | 6,338 | 26.4% | $60.94万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $289.99万 | 0.34% | 20,077 | 1,212 | 6.4% | $17.51万 | 加仓 |
| ACWX | ISHARES TR | $276.44万 | 0.33% | 40,374 | 9,374 | 30.2% | $64.18万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $275.79万 | 0.33% | 28,588 | 522 | 1.9% | $5.04万 | 加仓 |
| AMAT | APPLIED MATLS INC | $260.55万 | 0.31% | 7,623 | 1,334 | 21.2% | $45.59万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $252.93万 | 0.30% | 15,297 | 388 | 2.6% | $6.42万 | 加仓 |
| CSCO | CISCO SYS INC | $251.47万 | 0.30% | 32,410 | 4,551 | 16.3% | $35.31万 | 加仓 |
| RTX | RTX CORPORATION | $249.01万 | 0.29% | 12,909 | 764 | 6.3% | $14.74万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $243.45万 | 0.29% | 7,206 | 1,057 | 17.2% | $35.71万 | 加仓 |
| MRK | MERCK & CO INC | $231.17万 | 0.27% | 19,218 | 1,627 | 9.2% | $19.57万 | 加仓 |
| BAC | BANK AMERICA CORP | $220.74万 | 0.26% | 45,280 | 4,148 | 10.1% | $20.22万 | 加仓 |
| KO | COCA COLA CO | $211.95万 | 0.25% | 27,870 | 3,650 | 15.1% | $27.76万 | 加仓 |
| GE | GE AEROSPACE | $205.28万 | 0.24% | 7,234 | 401 | 5.9% | $11.38万 | 加仓 |
| GEV | GE VERNOVA INC | $194.92万 | 0.23% | 2,233 | 413 | 22.7% | $36.05万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $189.27万 | 0.22% | 3,788 | -401 | -9.6% | -$20.04万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $188.76万 | 0.22% | 9,279 | 1,805 | 24.2% | $36.72万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $181.76万 | 0.21% | 6,717 | 790 | 13.3% | $21.38万 | 加仓 |
| TJX | TJX COS INC NEW | $179.45万 | 0.21% | 11,237 | 2,438 | 27.7% | $38.93万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $178.24万 | 0.21% | 15,519 | -5,065 | -24.6% | -$58.17万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $171.80万 | 0.20% | 31,785 | 1,465 | 4.8% | $7.92万 | 加仓 |
| JNK | SPDR SERIES TRUST | $164.14万 | 0.19% | 17,148 | 3,163 | 22.6% | $30.28万 | 加仓 |
| HD | HOME DEPOT INC | $160.70万 | 0.19% | 4,886 | 154 | 3.3% | $5.06万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $159.66万 | 0.19% | 10,915 | 1,579 | 16.9% | $23.10万 | 加仓 |
| ETN | EATON CORP PLC | $158.38万 | 0.19% | 4,428 | 190 | 4.5% | $6.80万 | 加仓 |
| INTC | INTEL CORP | $157.38万 | 0.19% | 35,663 | 3,021 | 9.3% | $13.33万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $156.25万 | 0.18% | 24,384 | 1,280 | 5.5% | $8.20万 | 加仓 |
| PGR | PROGRESSIVE CORP | $154.98万 | 0.18% | 7,818 | 3,157 | 67.7% | $62.58万 | 加仓 |
| SUB | ISHARES TR | $151.91万 | 0.18% | 14,264 | -1,200 | -7.8% | -$12.78万 | 减仓 |
| COP | CONOCOPHILLIPS | $151.64万 | 0.18% | 11,488 | 1,095 | 10.5% | $14.45万 | 加仓 |
| CRM | SALESFORCE INC | $151.33万 | 0.18% | 8,107 | 2,116 | 35.3% | $39.50万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $147.71万 | 0.17% | 6,094 | 99 | 1.7% | $2.40万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $146.91万 | 0.17% | 6,876 | 1,276 | 22.8% | $27.26万 | 加仓 |
| IWM | ISHARES TR | $146.72万 | 0.17% | 5,916 | -358 | -5.7% | -$8.88万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $143.92万 | 0.17% | 6,692 | -6 | -0.1% | -$1,290 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $141.45万 | 0.17% | 1,672 | 55 | 3.4% | $4.65万 | 加仓 |
| TXN | TEXAS INSTRS INC | $141.22万 | 0.17% | 7,274 | 472 | 6.9% | $9.16万 | 加仓 |
| KLAC | KLA CORP | $141.20万 | 0.17% | 959 | 145 | 17.8% | $21.35万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $140.72万 | 0.17% | 6,106 | 545 | 9.8% | $12.56万 | 加仓 |
| LIN | LINDE PLC | $136.53万 | 0.16% | 2,754 | 618 | 28.9% | $30.64万 | 加仓 |
| LOW | LOWES COS INC | $134.21万 | 0.16% | 5,680 | 101 | 1.8% | $2.39万 | 加仓 |
| QCOM | QUALCOMM INC | $133.78万 | 0.16% | 10,388 | 16 | 0.2% | $2,060 | 加仓 |
| GLW | CORNING INC | $133.19万 | 0.16% | 9,796 | -1,406 | -12.6% | -$19.12万 | 减仓 |
| MS | MORGAN STANLEY | $131.10万 | 0.15% | 7,966 | 528 | 7.1% | $8.69万 | 加仓 |
| ORCL | ORACLE CORP | $128.72万 | 0.15% | 8,750 | 1,328 | 17.9% | $19.54万 | 加仓 |
| MCD | MCDONALDS CORP | $128.54万 | 0.15% | 4,136 | 129 | 3.2% | $4.01万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $127.05万 | 0.15% | 2,756 | 353 | 14.7% | $16.27万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $127.00万 | 0.15% | 13,513 | 125 | 0.9% | $1.17万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $126.82万 | 0.15% | 12,352 | 3,569 | 40.6% | $36.64万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $125.22万 | 0.15% | 24,944 | 2,552 | 11.4% | $12.81万 | 加仓 |
| T | AT&T INC | $124.96万 | 0.15% | 43,106 | 9,424 | 28.0% | $27.32万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $122.26万 | 0.14% | 1,792 | 93 | 5.5% | $6.34万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $121.77万 | 0.14% | 9,300 | 3,949 | 73.8% | $51.71万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $121.66万 | 0.14% | 13,098 | 446 | 3.5% | $4.14万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $118.14万 | 0.14% | 3,442 | 1,510 | 78.2% | $51.83万 | 加仓 |
| IWY | ISHARES TR | $115.86万 | 0.14% | 4,656 | 724 | 18.4% | $18.02万 | 加仓 |
| VB | VANGUARD INDEX FDS | $115.64万 | 0.14% | 4,415 | 758 | 20.7% | $19.85万 | 加仓 |
| PEP | PEPSICO INC | $115.55万 | 0.14% | 7,441 | 207 | 2.9% | $3.21万 | 加仓 |
| CME | CME GROUP INC | $114.74万 | 0.14% | 3,885 | 1,990 | 105.0% | $58.77万 | 加仓 |
| AMGN | AMGEN INC | $113.37万 | 0.13% | 3,222 | 301 | 10.3% | $10.59万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $110.25万 | 0.13% | 2,243 | 32 | 1.4% | $1.57万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $109.72万 | 0.13% | 3,929 | -1,049 | -21.1% | -$29.29万 | 减仓 |