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 |
|---|---|---|---|---|---|---|---|---|
| FHI | FEDERATED HERMES INC | $50.89万 | 0.06% | 8,974 | 8,974 | — | $50.89万 | 新建仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $50.75万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $50.60万 | 0.06% | 2,482 | 771 | 45.1% | $15.72万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $49.93万 | 0.06% | 1,846 | 143 | 8.4% | $3.87万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $49.56万 | 0.06% | 2,439 | 150 | 6.6% | $3.05万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $49.51万 | 0.06% | 8,962 | 2,955 | 49.2% | $16.32万 | 加仓 |
| FIX | COMFORT SYS USA INC | $49.23万 | 0.06% | 357 | 112 | 45.7% | $15.44万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $49.05万 | 0.06% | 1,252 | 272 | 27.8% | $10.66万 | 加仓 |
| IOO | ISHARES TR | $48.90万 | 0.06% | 4,042 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $48.73万 | 0.06% | 4,108 | 285 | 7.5% | $3.38万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $48.64万 | 0.06% | 6,464 | -7 | -0.1% | -$527 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $48.10万 | 0.06% | 795 | 795 | — | $48.10万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $47.95万 | 0.06% | 5,647 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $47.75万 | 0.06% | 1,009 | 45 | 4.7% | $2.13万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $47.31万 | 0.06% | 8,048 | 617 | 8.3% | $3.63万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $46.16万 | 0.05% | 8,985 | 8,985 | — | $46.16万 | 新建仓 |
| O | REALTY INCOME CORP | $46.15万 | 0.05% | 7,544 | 4,067 | 117.0% | $24.88万 | 重新持有 |
| HIG | HARTFORD INSURANCE GROUP INC | $46.01万 | 0.05% | 3,403 | 65 | 1.9% | $8,789 | 加仓 |
| EQT | EQT CORP | $45.76万 | 0.05% | 7,190 | 432 | 6.4% | $2.75万 | 加仓 |
| BA | BOEING CO | $45.46万 | 0.05% | 2,284 | 15 | 0.7% | $2,985 | 加仓 |
| ALL | ALLSTATE CORP | $45.45万 | 0.05% | 2,192 | 1,129 | 106.2% | $23.41万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $44.42万 | 0.05% | 1,523 | 226 | 17.4% | $6.59万 | 加仓 |
| DOX | AMDOCS LTD | $44.02万 | 0.05% | 6,745 | 6,745 | — | $44.02万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $43.93万 | 0.05% | 1,470 | 1,470 | — | $43.93万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $43.80万 | 0.05% | 5,723 | 1,081 | 23.3% | $8.27万 | 加仓 |
| VICI | VICI PPTYS INC | $43.74万 | 0.05% | 16,010 | 16,010 | — | $43.74万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $43.68万 | 0.05% | 731 | -22 | -2.9% | -$1.31万 | 减仓 |
| VST | VISTRA CORP | $43.23万 | 0.05% | 2,876 | 142 | 5.2% | $2.13万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $43.18万 | 0.05% | 995 | 432 | 76.7% | $18.75万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $43.11万 | 0.05% | 699 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $42.94万 | 0.05% | 5,360 | -17 | -0.3% | -$1,362 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $41.80万 | 0.05% | 1,278 | 119 | 10.3% | $3.89万 | 加仓 |
| AON | AON PLC | $41.28万 | 0.05% | 1,279 | 57 | 4.7% | $1.84万 | 加仓 |
| HUBB | HUBBELL INC | $40.54万 | 0.05% | 826 | 31 | 3.9% | $1.52万 | 加仓 |
| BN | BROOKFIELD CORP | $40.23万 | 0.05% | 9,940 | 1,036 | 11.6% | $4.19万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $40.10万 | 0.05% | 1,443 | 54 | 3.9% | $1.50万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $39.95万 | 0.05% | 5,514 | 71 | 1.3% | $5,145 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $39.77万 | 0.05% | 1,308 | 14 | 1.1% | $4,257 | 加仓 |
| CI | THE CIGNA GROUP | $39.69万 | 0.05% | 1,488 | 418 | 39.1% | $11.15万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $39.64万 | 0.05% | 3,452 | 81 | 2.4% | $9,301 | 加仓 |
| VRSN | VERISIGN INC | $39.44万 | 0.05% | 1,588 | 1,588 | — | $39.44万 | 新建仓 |
| EMR | EMERSON ELEC CO | $39.23万 | 0.05% | 2,995 | 135 | 4.7% | $1.77万 | 加仓 |
| VGT | VANGUARD WORLD FD | $39.00万 | 0.05% | 559 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $38.41万 | 0.05% | 4,261 | 4,261 | — | $38.41万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $38.31万 | 0.05% | 4,495 | 1,113 | 32.9% | $9.49万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $38.19万 | 0.05% | 2,213 | 299 | 15.6% | $5.16万 | 加仓 |
| GL | GLOBE LIFE INC | $38.17万 | 0.05% | 2,743 | 2,743 | — | $38.17万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $38.01万 | 0.04% | 2,253 | 2,253 | — | $38.01万 | 新建仓 |
| SNPS | SYNOPSYS INC | $37.98万 | 0.04% | 958 | 268 | 38.8% | $10.63万 | 加仓 |
| CVS | CVS HEALTH CORP | $37.85万 | 0.04% | 5,270 | -1,386 | -20.8% | -$9.95万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $37.83万 | 0.04% | 2,404 | 213 | 9.7% | $3.35万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $37.22万 | 0.04% | 7,397 | 685 | 10.2% | $3.45万 | 加仓 |
| SEIC | SEI INVTS CO | $36.90万 | 0.04% | 4,702 | 4,702 | — | $36.90万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $36.85万 | 0.04% | 4,401 | 4,401 | — | $36.85万 | 新建仓 |
| QUAL | ISHARES TR | $36.75万 | 0.04% | 1,916 | 383 | 25.0% | $7.35万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $36.46万 | 0.04% | 13,891 | 13,891 | — | $36.46万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $36.41万 | 0.04% | 1,029 | 284 | 38.1% | $10.05万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $36.28万 | 0.04% | 7,176 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $35.70万 | 0.04% | 462 | 51 | 12.4% | $3.94万 | 加仓 |
| ECL | ECOLAB INC | $35.33万 | 0.04% | 1,328 | 154 | 13.1% | $4.10万 | 加仓 |
| MCO | MOODYS CORP | $35.25万 | 0.04% | 808 | 225 | 38.6% | $9.82万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $35.13万 | 0.04% | 12,792 | 1,256 | 10.9% | $3.45万 | 加仓 |
| IWF | ISHARES TR | $35.05万 | 0.04% | 822 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $34.92万 | 0.04% | 1,269 | 91 | 7.7% | $2.50万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $34.73万 | 0.04% | 1,669 | -668 | -28.6% | -$13.90万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $34.37万 | 0.04% | 2,081 | 832 | 66.6% | $13.74万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $34.26万 | 0.04% | 5,699 | 5,699 | — | $34.26万 | 新建仓 |
| MMM | 3M CO | $34.22万 | 0.04% | 2,356 | 96 | 4.2% | $1.39万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $33.69万 | 0.04% | 5,492 | 1,966 | 55.8% | $12.06万 | 加仓 |
| CTVA | CORTEVA INC | $33.38万 | 0.04% | 3,988 | 249 | 6.7% | $2.08万 | 加仓 |
| KR | KROGER CO | $33.13万 | 0.04% | 4,578 | 4,578 | — | $33.13万 | 新建仓 |
| USB | US BANCORP | $33.09万 | 0.04% | 6,362 | -325 | -4.9% | -$1.69万 | 减仓 |
| GWW | WW GRAINGER INC | $32.72万 | 0.04% | 300 | 81 | 37.0% | $8.84万 | 加仓 |
| SYY | SYSCO CORP | $32.63万 | 0.04% | 4,575 | 431 | 10.4% | $3.07万 | 加仓 |
| ASML | ASML HLDG NV | $32.36万 | 0.04% | 245 | 245 | — | $32.36万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $32.31万 | 0.04% | 2,055 | 317 | 18.2% | $4.98万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $32.12万 | 0.04% | 1,644 | 1,644 | — | $32.12万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $31.98万 | 0.04% | 455 | 455 | — | $31.98万 | 新建仓 |
| PPL | PPL CORP | $31.88万 | 0.04% | 8,346 | 8,346 | — | $31.88万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $31.88万 | 0.04% | 2,455 | 141 | 6.1% | $1.83万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $31.86万 | 0.04% | 1,613 | 1,613 | — | $31.86万 | 新建仓 |
| MET | METLIFE INC | $31.84万 | 0.04% | 4,502 | -77 | -1.7% | -$5,445 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $31.78万 | 0.04% | 1,704 | 116 | 7.3% | $2.16万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $31.65万 | 0.04% | 6,813 | 6,813 | — | $31.65万 | 新建仓 |
| EOG | EOG RES INC | $31.36万 | 0.04% | 2,169 | 2,169 | — | $31.36万 | 新建仓 |
| SLB | SLB LIMITED | $31.26万 | 0.04% | 6,082 | -1,777 | -22.6% | -$9.13万 | 减仓 |
| PAYX | PAYCHEX INC | $31.04万 | 0.04% | 3,369 | 602 | 21.8% | $5.55万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $30.93万 | 0.04% | 2,360 | 249 | 11.8% | $3.26万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $30.54万 | 0.04% | 1,761 | 84 | 5.0% | $1.46万 | 加仓 |
| CIEN | CIENA CORP | $30.51万 | 0.04% | 786 | 786 | — | $30.51万 | 新建仓 |
| ROST | ROSS STORES INC | $30.05万 | 0.04% | 1,387 | 137 | 11.0% | $2.97万 | 加仓 |
| IDXX | IDEXX LABS INC | $29.95万 | 0.04% | 533 | 78 | 17.1% | $4.38万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $29.84万 | 0.04% | 3,726 | 1,070 | 40.3% | $8.57万 | 加仓 |
| APP | APPLOVIN CORP | $29.81万 | 0.04% | 749 | -15 | -2.0% | -$5,970 | 减仓 |
| DAL | DELTA AIR LINES INC | $29.46万 | 0.03% | 4,432 | 128 | 3.0% | $8,509 | 加仓 |
| SRE | SEMPRA | $29.41万 | 0.03% | 3,027 | 5 | 0.2% | $486 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $29.23万 | 0.03% | 2,021 | 2,021 | — | $29.23万 | 新建仓 |
| DOW | DOW HLDGS INC | $29.06万 | 0.03% | 6,978 | 6,978 | — | $29.06万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $28.85万 | 0.03% | 1,455 | -1,403 | -49.1% | -$27.82万 | 减仓 |
| EME | EMCOR GROUP INC | $28.79万 | 0.03% | 390 | 390 | — | $28.79万 | 新建仓 |