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 |
|---|---|---|---|---|---|---|---|---|
| TROW | PRICE T ROWE GROUP INC | $114.71万 | 0.11% | 10,090 | 5,829 | 136.8% | $66.27万 | 加仓 |
| MPC | MARATHON PETE CORP | $114.17万 | 0.11% | 4,465 | 132 | 3.0% | $3.38万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $113.91万 | 0.11% | 2,272 | 29 | 1.3% | $1.45万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $113.55万 | 0.11% | 3,357 | 309 | 10.1% | $10.45万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $112.94万 | 0.11% | 10,209 | 3,721 | 57.4% | $41.17万 | 加仓 |
| IWY | ISHARES TR | $112.85万 | 0.11% | 3,883 | -773 | -16.6% | -$22.46万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $112.78万 | 0.11% | 9,667 | -1,248 | -11.4% | -$14.56万 | 减仓 |
| MCD | MCDONALDS CORP | $111.48万 | 0.11% | 4,124 | -12 | -0.3% | -$3,244 | 减仓 |
| FAST | FASTENAL CO | $111.45万 | 0.11% | 23,204 | 4,316 | 22.9% | $20.73万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $109.50万 | 0.11% | 35,210 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $106.97万 | 0.11% | 7,643 | 523 | 7.3% | $7.32万 | 加仓 |
| DE | DEERE & CO | $106.88万 | 0.11% | 1,685 | 73 | 4.5% | $4.63万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $105.78万 | 0.10% | 12,052 | -1,046 | -8.0% | -$9.18万 | 减仓 |
| PWR | QUANTA SVCS INC | $103.33万 | 0.10% | 1,435 | 34 | 2.4% | $2.45万 | 加仓 |
| WAB | WABTEC | $103.20万 | 0.10% | 3,828 | 135 | 3.7% | $3.64万 | 加仓 |
| PEP | PEPSICO INC | $102.97万 | 0.10% | 7,605 | 164 | 2.2% | $2.22万 | 加仓 |
| UNP | UNION PAC CORP | $102.03万 | 0.10% | 3,751 | 276 | 7.9% | $7.51万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $100.69万 | 0.10% | 1,977 | 185 | 10.3% | $9.42万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $100.25万 | 0.10% | 7,920 | -1,380 | -14.8% | -$17.47万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $99.89万 | 0.10% | 5,880 | 215 | 3.8% | $3.65万 | 加仓 |
| EEM | ISHARES TR | $99.84万 | 0.10% | 14,595 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $98.62万 | 0.10% | 23,293 | -1,651 | -6.6% | -$6.99万 | 减仓 |
| — | ELECTRONIC ARTS INC | $98.26万 | 0.10% | 4,792 | 2,310 | 93.1% | $47.36万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $97.06万 | 0.10% | 10,696 | -1,656 | -13.4% | -$15.03万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $96.76万 | 0.10% | 2,433 | -323 | -11.7% | -$12.85万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $95.08万 | 0.09% | 3,828 | -101 | -2.6% | -$2.51万 | 减仓 |
| IVW | ISHARES TR | $94.14万 | 0.09% | 6,845 | 171 | 2.6% | $2.35万 | 加仓 |
| GSAT | GLOBALSTAR INC | $93.44万 | 0.09% | 11,495 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $91.86万 | 0.09% | 7,850 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $91.05万 | 0.09% | 8,758 | -2,730 | -23.8% | -$28.38万 | 减仓 |
| MCK | MCKESSON CORP | $90.67万 | 0.09% | 1,200 | 81 | 7.2% | $6.12万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $90.30万 | 0.09% | 3,031 | 3,031 | — | $90.30万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $89.85万 | 0.09% | 12,240 | 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 |
| VO | VANGUARD INDEX FDS | $88.79万 | 0.09% | 11,020 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $87.91万 | 0.09% | 29,872 | -783 | -2.6% | -$2.30万 | 减仓 |
| CMI | CUMMINS INC | $87.44万 | 0.09% | 1,226 | -138 | -10.1% | -$9.84万 | 减仓 |
| T | AT&T INC | $87.11万 | 0.09% | 42,083 | -1,023 | -2.4% | -$2.12万 | 减仓 |
| THG | HANOVER INS GROUP INC | $86.53万 | 0.09% | 4,041 | 4,041 | — | $86.53万 | 新建仓 |
| BLK | BLACKROCK INC | $86.16万 | 0.09% | 896 | -50 | -5.3% | -$4.81万 | 减仓 |
| WMB | WILLIAMS COS INC | $85.87万 | 0.09% | 11,551 | 422 | 3.8% | $3.14万 | 加仓 |
| VICI | VICI PPTYS INC | $85.31万 | 0.08% | 32,131 | 16,121 | 100.7% | $42.80万 | 加仓 |
| CSX | CSX CORP | $84.61万 | 0.08% | 17,801 | 301 | 1.7% | $1.43万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $84.56万 | 0.08% | 4,215 | 286 | 7.3% | $5.74万 | 加仓 |
| SPGI | S&P GLOBAL INC | $84.38万 | 0.08% | 2,072 | 354 | 20.6% | $14.42万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $84.18万 | 0.08% | 9,579 | 3,856 | 67.4% | $33.89万 | 加仓 |
| DHR | DANAHER CORP DEL | $83.53万 | 0.08% | 4,385 | 394 | 9.9% | $7.50万 | 加仓 |
| MGK | VANGUARD WORLD FD | $83.29万 | 0.08% | 9,475 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $83.06万 | 0.08% | 3,658 | -121 | -3.2% | -$2.75万 | 减仓 |
| CRM | SALESFORCE INC | $82.17万 | 0.08% | 5,245 | -2,862 | -35.3% | -$44.84万 | 减仓 |
| GL | GLOBE LIFE INC | $81.32万 | 0.08% | 4,551 | 1,808 | 65.9% | $32.31万 | 加仓 |
| WELL | WELLTOWER INC | $80.94万 | 0.08% | 3,566 | 80 | 2.3% | $1.82万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $80.58万 | 0.08% | 9,621 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $80.55万 | 0.08% | 10,653 | 4,222 | 65.7% | $31.92万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $76.16万 | 0.08% | 1,495 | 301 | 25.2% | $15.33万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $75.23万 | 0.07% | 8,169 | -631 | -7.2% | -$5.81万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $75.21万 | 0.07% | 10,422 | -674 | -6.1% | -$4.86万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $72.22万 | 0.07% | 5,716 | 241 | 4.4% | $3.04万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $72.09万 | 0.07% | 14,423 | 12 | 0.1% | $600 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $71.57万 | 0.07% | 13,247 | -4,299 | -24.5% | -$23.23万 | 减仓 |
| DIS | DISNEY WALT CO | $71.13万 | 0.07% | 7,390 | 1,412 | 23.6% | $13.59万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $69.74万 | 0.07% | 2,217 | -135 | -5.7% | -$4.25万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $69.68万 | 0.07% | 3,270 | 3,270 | — | $69.68万 | 新建仓 |
| FIX | COMFORT SYS USA INC | $68.77万 | 0.07% | 347 | -10 | -2.8% | -$1.98万 | 减仓 |
| DVY | ISHARES TR | $68.60万 | 0.07% | 4,389 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $68.55万 | 0.07% | 6,519 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $68.35万 | 0.07% | 6,885 | -1,495 | -17.8% | -$14.84万 | 减仓 |
| D | DOMINION ENERGY INC | $68.14万 | 0.07% | 9,978 | -1,162 | -10.4% | -$7.94万 | 减仓 |
| VLO | VALERO ENERGY CORP | $67.71万 | 0.07% | 2,600 | 122 | 4.9% | $3.18万 | 加仓 |
| ALL | ALLSTATE CORP | $67.58万 | 0.07% | 2,840 | 648 | 29.6% | $15.42万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $67.42万 | 0.07% | 1,926 | 58 | 3.1% | $2.03万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $65.71万 | 0.07% | 4,497 | 569 | 14.5% | $8.31万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $65.57万 | 0.07% | 1,320 | -334 | -20.2% | -$16.59万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $64.15万 | 0.06% | 6,997 | 2,502 | 55.7% | $22.94万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $63.83万 | 0.06% | 2,850 | 411 | 16.9% | $9.20万 | 加仓 |
| PLD | PROLOGIS INC. | $63.79万 | 0.06% | 4,709 | 394 | 9.1% | $5.34万 | 加仓 |
| IWN | ISHARES TR | $62.07万 | 0.06% | 2,806 | -117 | -4.0% | -$2.59万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $61.78万 | 0.06% | 1,646 | 203 | 14.1% | $7.62万 | 加仓 |
| SBUX | STARBUCKS CORP | $61.65万 | 0.06% | 6,033 | -63 | -1.0% | -$6,438 | 减仓 |
| EQIX | EQUINIX INC | $61.29万 | 0.06% | 588 | 41 | 7.5% | $4.27万 | 加仓 |
| AME | AMETEK INC | $61.26万 | 0.06% | 2,532 | -743 | -22.7% | -$17.98万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $60.85万 | 0.06% | 12,000 | 2,000 | 20.0% | $10.14万 | 加仓 |
| PFE | PFIZER INC | $60.56万 | 0.06% | 25,150 | 1,770 | 7.6% | $4.26万 | 加仓 |
| SO | SOUTHERN CO | $60.30万 | 0.06% | 6,300 | -558 | -8.1% | -$5.34万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $60.24万 | 0.06% | 1,313 | 13 | 1.0% | $5,964 | 加仓 |
| SYK | STRYKER CORPORATION | $59.95万 | 0.06% | 1,904 | -369 | -16.2% | -$11.62万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $59.89万 | 0.06% | 872 | 141 | 19.3% | $9.68万 | 加仓 |
| CVS | CVS HEALTH CORP | $59.59万 | 0.06% | 5,760 | 490 | 9.3% | $5.07万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $59.30万 | 0.06% | 3,203 | 799 | 33.2% | $14.79万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $58.95万 | 0.06% | 2,205 | -48 | -2.1% | -$1.28万 | 减仓 |
| PAYX | PAYCHEX INC | $58.39万 | 0.06% | 5,938 | 2,569 | 76.3% | $25.26万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $58.29万 | 0.06% | 5,647 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $58.20万 | 0.06% | 3,470 | -96 | -2.7% | -$1.61万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $57.77万 | 0.06% | 2,136 | 167 | 8.5% | $4.52万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $57.72万 | 0.06% | 9,979 | 28 | 0.3% | $1,620 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $57.70万 | 0.06% | 6,003 | 489 | 8.9% | $4.70万 | 加仓 |
| DGRO | ISHARES TR | $57.58万 | 0.06% | 7,597 | -2 | -0.0% | -$152 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $57.42万 | 0.06% | 587 | 2 | 0.3% | $1,956 | 加仓 |
| EXC | EXELON CORP | $56.75万 | 0.06% | 12,172 | 1,181 | 10.7% | $5.51万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $56.55万 | 0.06% | 4,544 | 3,089 | 212.3% | $38.44万 | 加仓 |