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 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARD INTL EQUITY INDEX F | $109.49万 | 0.13% | 7,916 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $108.63万 | 0.13% | 258 | 57 | 28.4% | $24.00万 | 加仓 |
| WFC | WELLS FARGO & CO | $107.94万 | 0.13% | 13,559 | 566 | 4.4% | $4.51万 | 加仓 |
| MPC | MARATHON PETE CORP | $105.81万 | 0.12% | 4,333 | -4,764 | -52.4% | -$116.34万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $100.68万 | 0.12% | 2,416 | 80 | 3.4% | $3.33万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $98.06万 | 0.12% | 35,210 | 26,216 | 291.5% | $73.01万 | 加仓 |
| MCK | MCKESSON CORP | $96.83万 | 0.11% | 1,119 | 13 | 1.2% | $1.12万 | 加仓 |
| ADI | ANALOG DEVICES INC | $95.92万 | 0.11% | 3,015 | 432 | 16.7% | $13.74万 | 加仓 |
| CB | CHUBB LTD SWITZ | $95.73万 | 0.11% | 2,937 | 2 | 0.1% | $652 | 加仓 |
| MO | ALTRIA GROUP INC | $93.86万 | 0.11% | 14,224 | 1,635 | 13.0% | $10.79万 | 加仓 |
| WAB | WABTEC | $92.29万 | 0.11% | 3,693 | 84 | 2.3% | $2.10万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $92.20万 | 0.11% | 3,048 | 188 | 6.6% | $5.69万 | 加仓 |
| BLK | BLACKROCK INC | $90.98万 | 0.11% | 946 | -30 | -3.1% | -$2.89万 | 减仓 |
| DE | DEERE & CO | $90.80万 | 0.11% | 1,612 | 50 | 3.2% | $2.82万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $90.14万 | 0.11% | 12,240 | 1,900 | 18.4% | $13.99万 | 加仓 |
| FTNT | FORTINET INC | $88.11万 | 0.10% | 10,782 | 4,912 | 83.7% | $40.14万 | 加仓 |
| FAST | FASTENAL CO | $87.64万 | 0.10% | 18,888 | 6,407 | 51.3% | $29.73万 | 加仓 |
| NOW | SERVICENOW INC | $87.61万 | 0.10% | 8,380 | 1,667 | 24.8% | $17.43万 | 加仓 |
| — | HONEYWELL INTL INC | $85.55万 | 0.10% | 3,785 | 84 | 2.3% | $1.90万 | 加仓 |
| UNP | UNION PAC CORP | $84.31万 | 0.10% | 3,475 | 367 | 11.8% | $8.90万 | 加仓 |
| APH | AMPHENOL CORP | $83.86万 | 0.10% | 6,637 | -73 | -1.1% | -$9,224 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $83.40万 | 0.10% | 17,546 | 4,138 | 30.9% | $19.67万 | 加仓 |
| EEM | ISHARES TR | $82.89万 | 0.10% | 14,595 | 4,038 | 38.2% | $22.93万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $81.23万 | 0.10% | 8,800 | 892 | 11.3% | $8.23万 | 加仓 |
| WMB | WILLIAMS COS INC | $81.00万 | 0.10% | 11,129 | 649 | 6.2% | $4.72万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $80.76万 | 0.10% | 28,130 | 10,678 | 61.2% | $30.66万 | 加仓 |
| C | CITIGROUP INC | $80.75万 | 0.10% | 7,120 | 1,087 | 18.0% | $12.33万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $79.81万 | 0.09% | 11,096 | 1,811 | 19.5% | $13.03万 | 加仓 |
| IVE | ISHARES TR | $79.79万 | 0.09% | 3,779 | -119 | -3.1% | -$2.51万 | 减仓 |
| VO | VANGUARD INDEX FDS | $79.12万 | 0.09% | 2,755 | 1,084 | 64.9% | $31.13万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $78.60万 | 0.09% | 30,655 | -560 | -1.8% | -$1.44万 | 减仓 |
| CTAS | CINTAS CORP | $77.40万 | 0.09% | 4,576 | 1,177 | 34.6% | $19.91万 | 加仓 |
| PWR | QUANTA SVCS INC | $76.92万 | 0.09% | 1,401 | 124 | 9.7% | $6.81万 | 加仓 |
| GSAT | GLOBALSTAR INC | $76.35万 | 0.09% | 11,495 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $76.31万 | 0.09% | 5,475 | 636 | 13.1% | $8.86万 | 加仓 |
| DHR | DANAHER CORP DEL | $75.67万 | 0.09% | 3,991 | 112 | 2.9% | $2.12万 | 加仓 |
| IVW | ISHARES TR | $75.49万 | 0.09% | 6,674 | -1,583 | -19.2% | -$17.91万 | 减仓 |
| ILCG | ISHARES TR | $74.95万 | 0.09% | 7,850 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $74.90万 | 0.09% | 3,566 | 364 | 11.4% | $7.65万 | 加仓 |
| SYK | STRYKER CORPORATION | $74.69万 | 0.09% | 2,273 | 382 | 20.2% | $12.55万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $73.86万 | 0.09% | 1,654 | 322 | 24.2% | $14.38万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $73.43万 | 0.09% | 6,488 | 6,488 | — | $73.43万 | 新建仓 |
| CMI | CUMMINS INC | $73.39万 | 0.09% | 1,364 | -114 | -7.7% | -$6.13万 | 减仓 |
| SPGI | S&P GLOBAL INC | $73.07万 | 0.09% | 1,718 | 126 | 7.9% | $5.36万 | 加仓 |
| INTU | INTUIT | $72.81万 | 0.09% | 1,684 | 396 | 30.7% | $17.12万 | 加仓 |
| MDT | MEDTRONIC PLC | $72.36万 | 0.09% | 8,351 | 2,709 | 48.0% | $23.47万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $72.25万 | 0.09% | 9,621 | 9,621 | — | $72.25万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $72.16万 | 0.09% | 1,194 | 137 | 13.0% | $8.28万 | 加仓 |
| CSX | CSX CORP | $71.84万 | 0.08% | 17,500 | -17,762 | -50.4% | -$72.91万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $71.68万 | 0.08% | 3,929 | 275 | 7.5% | $5.02万 | 加仓 |
| AME | AMETEK INC | $70.20万 | 0.08% | 3,275 | 1,153 | 54.3% | $24.72万 | 加仓 |
| EMXC | ISHARES INC | $69.81万 | 0.08% | 8,875 | 333 | 3.9% | $2.62万 | 加仓 |
| MGK | VANGUARD WORLD FD | $69.63万 | 0.08% | 1,895 | 1,895 | — | $69.63万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $69.55万 | 0.08% | 5,665 | 1,357 | 31.5% | $16.66万 | 加仓 |
| ADBE | ADOBE INC | $69.47万 | 0.08% | 2,858 | 868 | 43.6% | $21.10万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $69.27万 | 0.08% | 4,321 | 1,703 | 65.0% | $27.30万 | 加仓 |
| WELL | WELLTOWER INC | $68.92万 | 0.08% | 3,486 | 1,243 | 55.4% | $24.58万 | 加仓 |
| D | DOMINION ENERGY INC | $68.87万 | 0.08% | 11,140 | 15 | 0.1% | $927 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $67.96万 | 0.08% | 1,969 | 358 | 22.2% | $12.36万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $67.73万 | 0.08% | 3,452 | -776 | -18.4% | -$15.23万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $67.50万 | 0.08% | 2,352 | -928 | -28.3% | -$26.63万 | 减仓 |
| QQQ | INVESCO QQQ TR | $66.55万 | 0.08% | 1,153 | -170 | -12.8% | -$9.81万 | 减仓 |
| DVY | ISHARES TR | $66.45万 | 0.08% | 4,389 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $66.19万 | 0.08% | 6,858 | 3,078 | 81.4% | $29.71万 | 加仓 |
| PFE | PFIZER INC | $65.65万 | 0.08% | 23,380 | 3,327 | 16.6% | $9.34万 | 加仓 |
| FDX | FEDEX CORP | $65.36万 | 0.08% | 1,835 | 379 | 26.0% | $13.50万 | 加仓 |
| VLO | VALERO ENERGY CORP | $61.23万 | 0.07% | 2,478 | -1,297 | -34.4% | -$32.05万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $60.51万 | 0.07% | 13,255 | 3,043 | 29.8% | $13.89万 | 加仓 |
| IWX | ISHARES TR | $60.41万 | 0.07% | 6,519 | 6,519 | — | $60.41万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $59.62万 | 0.07% | 9,830 | 538 | 5.8% | $3.26万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $59.47万 | 0.07% | 14,411 | 44 | 0.3% | $1,816 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $59.45万 | 0.07% | 3,762 | 2,292 | 155.9% | $36.22万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $58.94万 | 0.07% | 5,991 | 3,174 | 112.7% | $31.23万 | 加仓 |
| NEM | NEWMONT CORP | $58.02万 | 0.07% | 5,360 | 419 | 8.5% | $4.54万 | 加仓 |
| SNDK | SANDISK CORP | $57.94万 | 0.07% | 912 | 912 | — | $57.94万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $57.77万 | 0.07% | 1,300 | -36 | -2.7% | -$1.60万 | 减仓 |
| DIS | DISNEY WALT CO | $57.62万 | 0.07% | 5,978 | -893 | -13.0% | -$8.61万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $57.36万 | 0.07% | 9,951 | 1,105 | 12.5% | $6.37万 | 加仓 |
| PLD | PROLOGIS INC. | $57.04万 | 0.07% | 4,315 | 552 | 14.7% | $7.30万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $56.26万 | 0.07% | 1,441 | 143 | 11.0% | $5.58万 | 加仓 |
| IWN | ISHARES TR | $55.42万 | 0.07% | 2,923 | 117 | 4.2% | $2.22万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $55.15万 | 0.07% | 1,962 | 774 | 65.2% | $21.75万 | 加仓 |
| PSX | PHILLIPS 66 | $55.09万 | 0.07% | 3,024 | 167 | 5.8% | $3.04万 | 加仓 |
| ADSK | AUTODESK INC | $54.85万 | 0.06% | 2,291 | 1,251 | 120.3% | $29.95万 | 加仓 |
| SBUX | STARBUCKS CORP | $54.61万 | 0.06% | 6,096 | 267 | 4.6% | $2.39万 | 加仓 |
| GGG | GRACO INC | $54.44万 | 0.06% | 6,431 | 6,431 | — | $54.44万 | 新建仓 |
| EXC | EXELON CORP | $53.88万 | 0.06% | 10,991 | -4,537 | -29.2% | -$22.24万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $53.83万 | 0.06% | 1,853 | 67 | 3.8% | $1.95万 | 加仓 |
| EQIX | EQUINIX INC | $53.62万 | 0.06% | 547 | 43 | 8.5% | $4.22万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $53.58万 | 0.06% | 8,538 | -940 | -9.9% | -$5.90万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $53.53万 | 0.06% | 1,584 | 594 | 60.0% | $20.07万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $53.41万 | 0.06% | 3,396 | 217 | 6.8% | $3.41万 | 加仓 |
| DGRO | ISHARES TR | $53.33万 | 0.06% | 7,599 | -98 | -1.3% | -$6,878 | 减仓 |
| WM | WASTE MGMT INC DEL | $53.10万 | 0.06% | 2,311 | 107 | 4.9% | $2.46万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $52.75万 | 0.06% | 1,868 | 1,868 | — | $52.75万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $52.44万 | 0.06% | 2,509 | -2 | -0.1% | -$418 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $52.37万 | 0.06% | 585 | 54 | 10.2% | $4.83万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $51.44万 | 0.06% | 3,928 | 409 | 11.6% | $5.36万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $51.25万 | 0.06% | 1,969 | 4 | 0.2% | $1,041 | 加仓 |
| GM | GENERAL MTRS CO | $50.93万 | 0.06% | 6,836 | 664 | 10.8% | $4.95万 | 加仓 |