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 |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $56.50万 | 0.06% | 2,610 | 326 | 14.3% | $7.06万 | 加仓 |
| WM | WASTE MGMT INC DEL | $56.28万 | 0.06% | 2,525 | 214 | 9.3% | $4.77万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $56.24万 | 0.06% | 4,274 | 2,532 | 145.4% | $33.32万 | 重新持有 |
| CTAS | CINTAS CORP | $55.84万 | 0.06% | 3,283 | -1,293 | -28.3% | -$21.99万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $55.68万 | 0.06% | 1,166 | -418 | -26.4% | -$19.96万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $55.31万 | 0.05% | 2,538 | -914 | -26.5% | -$19.92万 | 减仓 |
| IOO | ISHARES TR | $55.21万 | 0.05% | 4,042 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $55.01万 | 0.05% | 8,747 | 699 | 8.7% | $4.40万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $54.99万 | 0.05% | 10,912 | -2,343 | -17.7% | -$11.81万 | 减仓 |
| GM | GENERAL MTRS CO | $54.88万 | 0.05% | 7,120 | 284 | 4.2% | $2.19万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $54.43万 | 0.05% | 1,873 | -96 | -4.9% | -$2.79万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $54.11万 | 0.05% | 1,639 | 116 | 7.6% | $3.83万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $54.03万 | 0.05% | 8,962 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $53.92万 | 0.05% | 1,722 | -113 | -6.2% | -$3.54万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $53.85万 | 0.05% | 1,248 | 1,248 | — | $53.85万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $53.56万 | 0.05% | 10,310 | 1,325 | 14.7% | $6.88万 | 加仓 |
| CME | CME GROUP INC | $53.26万 | 0.05% | 2,412 | -1,473 | -37.9% | -$32.53万 | 减仓 |
| EOG | EOG RES INC | $52.85万 | 0.05% | 4,074 | 1,905 | 87.8% | $24.71万 | 加仓 |
| MDT | MEDTRONIC PLC | $52.50万 | 0.05% | 6,711 | -1,640 | -19.6% | -$12.83万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $52.48万 | 0.05% | 1,416 | 138 | 10.8% | $5.11万 | 加仓 |
| GWW | WW GRAINGER INC | $52.38万 | 0.05% | 385 | 85 | 28.3% | $11.56万 | 加仓 |
| ASML | ASML HLDG NV | $52.12万 | 0.05% | 262 | 17 | 6.9% | $3.38万 | 加仓 |
| APP | APPLOVIN CORP | $51.42万 | 0.05% | 998 | 249 | 33.2% | $12.83万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $51.25万 | 0.05% | 8,894 | -936 | -9.5% | -$5.39万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $51.14万 | 0.05% | 11,336 | 66 | 0.6% | $2,977 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $51.03万 | 0.05% | 2,725 | 2,725 | — | $51.03万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $50.55万 | 0.05% | 1,470 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $50.46万 | 0.05% | 4,222 | -250 | -5.6% | -$2.99万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $50.40万 | 0.05% | 1,719 | -134 | -7.2% | -$3.93万 | 减仓 |
| TW | TRADEWEB MKTS INC | $50.14万 | 0.05% | 5,031 | 5,031 | — | $50.14万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $49.16万 | 0.05% | 699 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $49.09万 | 0.05% | 5,256 | -104 | -1.9% | -$9,714 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $49.00万 | 0.05% | 6,575 | 111 | 1.7% | $8,273 | 加仓 |
| UNM | UNUM GROUP | $46.94万 | 0.05% | 5,251 | 5,251 | — | $46.94万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $46.87万 | 0.05% | 1,212 | 311 | 34.5% | $12.03万 | 加仓 |
| VST | VISTRA CORP | $46.30万 | 0.05% | 2,919 | 43 | 1.5% | $6,821 | 加仓 |
| DDOG | DATADOG INC | $46.19万 | 0.05% | 1,774 | 1,774 | — | $46.19万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $45.56万 | 0.05% | 4,864 | 432 | 9.7% | $4.05万 | 加仓 |
| VRSN | VERISIGN INC | $45.23万 | 0.04% | 1,798 | 210 | 13.2% | $5.28万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $45.21万 | 0.04% | 3,412 | 9 | 0.3% | $1,193 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $44.73万 | 0.04% | 1,336 | 353 | 35.9% | $11.82万 | 加仓 |
| EQT | EQT CORP | $44.43万 | 0.04% | 8,356 | 1,166 | 16.2% | $6.20万 | 加仓 |
| EMR | EMERSON ELEC CO | $44.30万 | 0.04% | 3,095 | 100 | 3.3% | $1.43万 | 加仓 |
| HUBB | HUBBELL INC | $43.74万 | 0.04% | 836 | 10 | 1.2% | $5,232 | 加仓 |
| O | REALTY INCOME CORP | $42.99万 | 0.04% | 6,939 | -605 | -8.0% | -$3.75万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $42.94万 | 0.04% | 2,130 | -379 | -15.1% | -$7.64万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $42.93万 | 0.04% | 1,299 | -9 | -0.7% | -$2,974 | 减仓 |
| IWD | ISHARES TR | $42.89万 | 0.04% | 1,769 | 424 | 31.5% | $10.28万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $42.79万 | 0.04% | 1,738 | 69 | 4.1% | $1.70万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $42.56万 | 0.04% | 496 | 41 | 9.0% | $3.52万 | 加仓 |
| IR | INGERSOLL RAND INC | $41.95万 | 0.04% | 5,116 | -244 | -4.6% | -$2.00万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $41.85万 | 0.04% | 1,318 | 49 | 3.9% | $1.56万 | 加仓 |
| AON | AON PLC | $41.79万 | 0.04% | 1,260 | -19 | -1.5% | -$6,302 | 减仓 |
| TER | TERADYNE INC | $41.71万 | 0.04% | 862 | 27 | 3.2% | $1.31万 | 加仓 |
| HON | HONEYWELL INTL INC | $41.67万 | 0.04% | 1,861 | -1,924 | -50.8% | -$43.08万 | 减仓 |
| SNPS | SYNOPSYS INC | $41.53万 | 0.04% | 931 | -27 | -2.8% | -$1.20万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $41.39万 | 0.04% | 3,850 | -2,141 | -35.7% | -$23.02万 | 减仓 |
| CIEN | CIENA CORP | $41.21万 | 0.04% | 840 | 54 | 6.9% | $2.65万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $41.14万 | 0.04% | 1,861 | 1,861 | — | $41.14万 | 新建仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $41.07万 | 0.04% | 2,986 | -466 | -13.5% | -$6.41万 | 减仓 |
| USB | US BANCORP | $40.73万 | 0.04% | 6,744 | 382 | 6.0% | $2.31万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $40.41万 | 0.04% | 1,807 | 103 | 6.0% | $2.30万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $40.04万 | 0.04% | 1,027 | 18 | 1.8% | $7,018 | 加仓 |
| BN | BROOKFIELD CORP | $39.83万 | 0.04% | 9,351 | -589 | -5.9% | -$2.51万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $39.46万 | 0.04% | 1,626 | -336 | -17.1% | -$8.15万 | 减仓 |
| MMM | 3M CO | $39.34万 | 0.04% | 2,430 | 74 | 3.1% | $1.20万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $38.94万 | 0.04% | 3,965 | 3,965 | — | $38.94万 | 新建仓 |
| MET | METLIFE INC | $38.82万 | 0.04% | 4,588 | 86 | 1.9% | $7,276 | 加仓 |
| CI | THE CIGNA GROUP | $38.60万 | 0.04% | 1,400 | -88 | -5.9% | -$2.43万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $37.60万 | 0.04% | 272 | 20 | 7.9% | $2.76万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $37.39万 | 0.04% | 8,760 | 222 | 2.6% | $9,475 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $36.69万 | 0.04% | 741 | 42 | 6.0% | $2.08万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $36.48万 | 0.04% | 2,230 | 17 | 0.8% | $2,781 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $36.37万 | 0.04% | 13,642 | 850 | 6.6% | $2.27万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $36.37万 | 0.04% | 2,954 | -442 | -13.0% | -$5.44万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $36.36万 | 0.04% | 8,800 | 1,403 | 19.0% | $5.80万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $36.11万 | 0.04% | 4,140 | 2,001 | 93.5% | $17.45万 | 加仓 |
| PSX | PHILLIPS 66 | $36.06万 | 0.04% | 2,133 | -891 | -29.5% | -$15.06万 | 减仓 |
| HUM | HUMANA INC | $35.83万 | 0.04% | 902 | 11 | 1.2% | $4,369 | 重新持有 |
| COHR | COHERENT CORP | $35.70万 | 0.04% | 905 | 10 | 1.1% | $3,945 | 加仓 |
| IWF | ISHARES TR | $35.55万 | 0.04% | 2,863 | -425 | -12.9% | -$5.28万 | 减仓 |
| CTVA | CORTEVA INC | $35.43万 | 0.04% | 4,183 | 195 | 4.9% | $1.65万 | 加仓 |
| ECL | ECOLAB INC | $35.30万 | 0.04% | 1,267 | -61 | -4.6% | -$1.70万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $35.30万 | 0.04% | 6,262 | -551 | -8.1% | -$3.11万 | 减仓 |
| SYY | SYSCO CORP | $34.73万 | 0.03% | 4,155 | -420 | -9.2% | -$3.51万 | 减仓 |
| EME | EMCOR GROUP INC | $34.19万 | 0.03% | 412 | 22 | 5.6% | $1.83万 | 加仓 |
| FHI | FEDERATED HERMES INC | $34.16万 | 0.03% | 6,187 | -2,787 | -31.1% | -$15.39万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $34.16万 | 0.03% | 2,497 | 137 | 5.8% | $1.87万 | 加仓 |
| BX | BLACKSTONE INC | $33.54万 | 0.03% | 2,850 | 797 | 38.8% | $9.38万 | 加仓 |
| WDAY | WORKDAY INC | $33.48万 | 0.03% | 2,735 | 1,170 | 74.8% | $14.32万 | 加仓 |
| FLEX | FLEX LTD | $33.22万 | 0.03% | 2,050 | 2,050 | — | $33.22万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $33.03万 | 0.03% | 8,529 | 3,037 | 55.3% | $11.76万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $32.82万 | 0.03% | 2,014 | 2,014 | — | $32.82万 | 新建仓 |
| AFL | AFLAC INC | $32.53万 | 0.03% | 2,774 | 190 | 7.4% | $2.23万 | 加仓 |
| JBL | JABIL INC | $32.46万 | 0.03% | 842 | 7 | 0.8% | $2,698 | 加仓 |
| NTAP | NETAPP INC | $32.39万 | 0.03% | 2,093 | 118 | 6.0% | $1.83万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $32.17万 | 0.03% | 1,287 | -326 | -20.2% | -$8.15万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $32.05万 | 0.03% | 1,396 | 300 | 27.4% | $6.89万 | 加仓 |
| ROST | ROSS STORES INC | $31.82万 | 0.03% | 1,495 | 108 | 7.8% | $2.30万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $31.37万 | 0.03% | 927 | -102 | -9.9% | -$3.45万 | 减仓 |