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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $28.74万 | 0.03% | 1,345 | -36 | -2.6% | -$7,692 | 减仓 |
| YUM | YUM BRANDS INC | $28.73万 | 0.03% | 1,848 | 414 | 28.9% | $6.44万 | 加仓 |
| AFL | AFLAC INC | $28.35万 | 0.03% | 2,584 | -108 | -4.0% | -$1.18万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $28.03万 | 0.03% | 921 | 921 | — | $28.03万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $27.81万 | 0.03% | 469 | 54 | 13.0% | $3.20万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $27.76万 | 0.03% | 866 | -40 | -4.4% | -$1.28万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $27.55万 | 0.03% | 252 | 17 | 7.2% | $1.86万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $27.31万 | 0.03% | 8,146 | -200 | -2.4% | -$6,706 | 减仓 |
| IDV | ISHARES TR | $27.15万 | 0.03% | 6,379 | -1,153 | -15.3% | -$4.91万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $26.83万 | 0.03% | 11,270 | 867 | 8.3% | $2.06万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $26.50万 | 0.03% | 5,821 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $26.50万 | 0.03% | 4,340 | 229 | 5.6% | $1.40万 | 重新持有 |
| NDAQ | NASDAQ INC | $26.42万 | 0.03% | 3,112 | 3,112 | — | $26.42万 | 新建仓 |
| VMC | VULCAN MATLS CO | $26.41万 | 0.03% | 970 | -71 | -6.8% | -$1.93万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $26.38万 | 0.03% | 901 | 57 | 6.8% | $1.67万 | 加仓 |
| ES | EVERSOURCE ENERGY | $26.21万 | 0.03% | 3,783 | -321 | -7.8% | -$2.22万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $26.20万 | 0.03% | 360 | 360 | — | $26.20万 | 新建仓 |
| SNA | SNAP ON INC | $26.15万 | 0.03% | 720 | 720 | — | $26.15万 | 新建仓 |
| — | DIAMEDICA THERAPEUTICS INC | $26.04万 | 0.03% | 38,457 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $25.71万 | 0.03% | 4,749 | 48 | 1.0% | $2,599 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $25.16万 | 0.03% | 4,324 | -807 | -15.7% | -$4.70万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $25.09万 | 0.03% | 699 | 43 | 6.6% | $1.54万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $24.76万 | 0.03% | 1,374 | 58 | 4.4% | $1.05万 | 重新持有 |
| TER | TERADYNE INC | $24.75万 | 0.03% | 835 | 835 | — | $24.75万 | 新建仓 |
| PCAR | PACCAR INC | $24.68万 | 0.03% | 2,137 | 257 | 13.7% | $2.97万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $24.63万 | 0.03% | 983 | 983 | — | $24.63万 | 新建仓 |
| ABNB | AIRBNB INC | $24.61万 | 0.03% | 1,949 | 1,949 | — | $24.61万 | 新建仓 |
| AIZ | ASSURANT INC | $24.53万 | 0.03% | 1,126 | 13 | 1.2% | $2,832 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $24.41万 | 0.03% | 3,588 | -189 | -5.0% | -$1.29万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $24.16万 | 0.03% | 7,547 | 784 | 11.6% | $2.51万 | 加仓 |
| COR | CENCORA INC | $23.97万 | 0.03% | 763 | 122 | 19.0% | $3.83万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $23.74万 | 0.03% | 1,096 | 273 | 33.2% | $5.91万 | 加仓 |
| FISV | FISERV INC | $23.65万 | 0.03% | 4,238 | 1,073 | 33.9% | $5.99万 | 重新持有 |
| BX | BLACKSTONE INC | $23.61万 | 0.03% | 2,053 | -1,173 | -36.4% | -$13.49万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $23.57万 | 0.03% | 4,466 | 4,466 | — | $23.57万 | 新建仓 |
| TFC | TRUIST FINL CORP | $23.44万 | 0.03% | 5,099 | 499 | 10.8% | $2.29万 | 加仓 |
| AYI | ACUITY INC | $23.43万 | 0.03% | 836 | 836 | — | $23.43万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $23.41万 | 0.03% | 1,108 | 1,108 | — | $23.41万 | 新建仓 |
| BYD | BOYD GAMING CORP | $23.33万 | 0.03% | 2,839 | 2,839 | — | $23.33万 | 新建仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $23.02万 | 0.03% | 6,855 | 6,855 | — | $23.02万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $22.50万 | 0.03% | 3,669 | 3,669 | — | $22.50万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $22.46万 | 0.03% | 3,989 | -123 | -3.0% | -$6,926 | 重新持有 |
| ESNT | ESSENT GROUP LTD | $22.34万 | 0.03% | 3,822 | 3,822 | — | $22.34万 | 新建仓 |
| AA | ALCOA CORP | $22.33万 | 0.03% | 3,367 | 3,367 | — | $22.33万 | 新建仓 |
| JBL | JABIL INC | $22.18万 | 0.03% | 835 | 835 | — | $22.18万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $22.11万 | 0.03% | 4,129 | 4,129 | — | $22.11万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $22.01万 | 0.03% | 4,938 | -500 | -9.2% | -$2.23万 | 减仓 |
| — | HOLOGIC INC | $21.87万 | 0.03% | 2,893 | 2,893 | — | $21.87万 | 新建仓 |
| AZO | AUTOZONE INC | $21.62万 | 0.03% | 64 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $21.61万 | 0.03% | 1,828 | 131 | 7.7% | $1.55万 | 加仓 |
| MTB | M & T BK CORP | $21.48万 | 0.03% | 1,039 | 33 | 3.3% | $6,822 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $21.44万 | 0.03% | 3,570 | 3,570 | — | $21.44万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $21.43万 | 0.03% | 364 | 6 | 1.7% | $3,532 | 加仓 |
| COHR | COHERENT CORP | $21.32万 | 0.03% | 895 | 895 | — | $21.32万 | 新建仓 |
| HAL | HALLIBURTON CO | $21.24万 | 0.03% | 5,447 | 5,447 | — | $21.24万 | 新建仓 |
| EBAY | EBAY INC. | $21.21万 | 0.03% | 2,330 | 118 | 5.3% | $1.07万 | 重新持有 |
| — | BNY MELLON ETF TRUST II | $21.18万 | 0.03% | 7,797 | 98 | 1.3% | $2,662 | 加仓 |
| — | ACUMEN PHARMACEUTICALS INC | $21.17万 | 0.02% | 89,699 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $21.12万 | 0.02% | 941 | 93 | 11.0% | $2.09万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $21.05万 | 0.02% | 2,139 | 2,139 | — | $21.05万 | 新建仓 |
| PTC | PTC INC | $20.43万 | 0.02% | 1,434 | 1,434 | — | $20.43万 | 新建仓 |
| WDAY | WORKDAY INC | $20.33万 | 0.02% | 1,565 | 1,565 | — | $20.33万 | 新建仓 |
| FE | FIRSTENERGY CORP | $20.31万 | 0.02% | 4,010 | 4,010 | — | $20.31万 | 新建仓 |
| NVT | NVENT ELEC PLC | $20.27万 | 0.02% | 1,714 | 1,714 | — | $20.27万 | 新建仓 |
| NTAP | NETAPP INC | $20.22万 | 0.02% | 1,975 | -143 | -6.8% | -$1.46万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.16万 | 0.02% | 2,490 | 2,490 | — | $20.16万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $20.13万 | 0.02% | 2,186 | 2,186 | — | $20.13万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $20.05万 | 0.02% | 173 | 3 | 1.8% | $3,477 | 加仓 |
| F | FORD MTR CO | $16.67万 | 0.02% | 14,444 | -53 | -0.4% | -$612 | 减仓 |
| COTY | COTY INC | $2.10万 | 0.00% | 10,457 | 10,457 | — | $2.10万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -7,614 | -100.0% | -$45.14万 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -17,001 | -100.0% | -$44.59万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -6,640 | -100.0% | -$42.77万 | 清仓 |
| TBUX | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -5,002 | -100.0% | -$24.94万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,000 | -100.0% | -$22.17万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -4,407 | -100.0% | -$22.04万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,438 | -100.0% | -$21.90万 | 清仓 |
| VOYA | VOYA FINANCIAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -2,416 | -100.0% | -$21.47万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -836 | -100.0% | -$21.19万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -1,322 | -100.0% | -$21.05万 | 清仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $0 | 0.00% | 0 | -636 | -100.0% | -$20.90万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -2,913 | -100.0% | -$20.80万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -6,785 | -100.0% | -$20.72万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -3,539 | -100.0% | -$20.66万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -2,507 | -100.0% | -$20.24万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -891 | -100.0% | -$20.18万 | 清仓 |
| WTRG | ESSENTIAL UTILS INC | $0 | 0.00% | 0 | -5,222 | -100.0% | -$20.03万 | 清仓 |
| PSEC | PROSPECT CAP CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2.59万 | 清仓 |