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 |
|---|---|---|---|---|---|---|---|---|
| MCO | MOODYS CORP | $31.25万 | 0.03% | 690 | -118 | -14.6% | -$5.34万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $31.09万 | 0.03% | 903 | 37 | 4.3% | $1.27万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $30.95万 | 0.03% | 4,220 | 231 | 5.8% | $1.69万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $30.90万 | 0.03% | 501 | 501 | — | $30.90万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $30.79万 | 0.03% | 4,492 | -1,207 | -21.2% | -$8.27万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $30.64万 | 0.03% | 3,387 | -339 | -9.1% | -$3.07万 | 减仓 |
| YUM | YUM BRANDS INC | $30.45万 | 0.03% | 1,905 | 57 | 3.1% | $9,112 | 加仓 |
| AIZ | ASSURANT INC | $30.18万 | 0.03% | 1,124 | -2 | -0.2% | -$537 | 减仓 |
| BDX | BECTON DICKINSON & CO | $30.16万 | 0.03% | 1,993 | -62 | -3.0% | -$9,382 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $30.04万 | 0.03% | 2,077 | -2,031 | -49.4% | -$29.37万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $29.80万 | 0.03% | 2,006 | -15 | -0.7% | -$2,228 | 减仓 |
| NVT | NVENT ELEC PLC | $29.75万 | 0.03% | 1,754 | 40 | 2.3% | $6,784 | 加仓 |
| URI | UNITED RENTALS INC | $29.57万 | 0.03% | 261 | 261 | — | $29.57万 | 新建仓 |
| BYD | BOYD GAMING CORP | $29.48万 | 0.03% | 3,337 | 498 | 17.5% | $4.40万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $29.34万 | 0.03% | 4,314 | -10 | -0.2% | -$680 | 减仓 |
| SLB | SLB LIMITED | $29.33万 | 0.03% | 6,309 | 227 | 3.7% | $1.06万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $29.26万 | 0.03% | 3,848 | 260 | 7.2% | $1.98万 | 加仓 |
| KR | KROGER CO | $29.12万 | 0.03% | 5,244 | 666 | 14.5% | $3.70万 | 加仓 |
| VMC | VULCAN MATLS CO | $29.12万 | 0.03% | 987 | 17 | 1.8% | $5,015 | 加仓 |
| CASY | CASEYS GEN STORES INC | $28.93万 | 0.03% | 364 | 4 | 1.1% | $3,179 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $28.58万 | 0.03% | 1,715 | -46 | -2.6% | -$7,667 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $28.58万 | 0.03% | 1,017 | 1,017 | — | $28.58万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $28.50万 | 0.03% | 2,633 | 178 | 7.3% | $1.93万 | 加仓 |
| AYI | ACUITY INC | $28.32万 | 0.03% | 752 | -84 | -10.0% | -$3.16万 | 减仓 |
| TGT | TARGET CORP | $28.11万 | 0.03% | 2,152 | 2,152 | — | $28.11万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $27.89万 | 0.03% | 1,174 | 66 | 6.0% | $1.57万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $27.85万 | 0.03% | 5,840 | 5,840 | — | $27.85万 | 新建仓 |
| ADBE | ADOBE INC | $27.84万 | 0.03% | 1,358 | -1,500 | -52.5% | -$30.75万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $27.82万 | 0.03% | 4,103 | -26 | -0.6% | -$1,763 | 减仓 |
| SPYD | SPDR SERIES TRUST | $27.77万 | 0.03% | 5,821 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $27.74万 | 0.03% | 4,325 | 4,325 | — | $27.74万 | 新建仓 |
| EBAY | EBAY INC. | $27.70万 | 0.03% | 2,479 | 149 | 6.4% | $1.67万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $27.70万 | 0.03% | 8,664 | 518 | 6.4% | $1.66万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $27.67万 | 0.03% | 4,986 | 646 | 14.9% | $3.59万 | 加仓 |
| CHE | CHEMED CORP NEW | $27.66万 | 0.03% | 594 | 594 | — | $27.66万 | 新建仓 |
| TFC | TRUIST FINL CORP | $27.65万 | 0.03% | 5,549 | 450 | 8.8% | $2.24万 | 加仓 |
| ES | EVERSOURCE ENERGY | $27.53万 | 0.03% | 3,810 | 27 | 0.7% | $1,951 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $27.29万 | 0.03% | 2,992 | 2,992 | — | $27.29万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $27.20万 | 0.03% | 1,256 | -388 | -23.6% | -$8.40万 | 减仓 |
| PCAR | PACCAR INC | $27.16万 | 0.03% | 2,261 | 124 | 5.8% | $1.49万 | 加仓 |
| — | DIAMEDICA THERAPEUTICS INC | $27.07万 | 0.03% | 38,457 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $26.84万 | 0.03% | 1,952 | 1,952 | — | $26.84万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $26.70万 | 0.03% | 643 | -352 | -35.4% | -$14.62万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $26.60万 | 0.03% | 3,680 | 11 | 0.3% | $795 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $26.53万 | 0.03% | 7,803 | 256 | 3.4% | $8,704 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $26.51万 | 0.03% | 199 | 26 | 15.0% | $3.46万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $26.49万 | 0.03% | 1,475 | 101 | 7.4% | $1.81万 | 加仓 |
| LOPE | GRAND CANYON ED INC | $26.03万 | 0.03% | 1,819 | 1,819 | — | $26.03万 | 新建仓 |
| MTB | M & T BK CORP | $25.90万 | 0.03% | 1,088 | 49 | 4.7% | $1.17万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $25.86万 | 0.03% | 2,664 | 2,664 | — | $25.86万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $25.77万 | 0.03% | 1,120 | 1,120 | — | $25.77万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $25.74万 | 0.03% | 386 | -409 | -51.4% | -$27.28万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $25.47万 | 0.03% | 470 | 1 | 0.2% | $542 | 加仓 |
| SRE | SEMPRA | $25.32万 | 0.03% | 2,731 | -296 | -9.8% | -$2.74万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $25.25万 | 0.03% | 8,954 | -4,937 | -35.5% | -$13.92万 | 减仓 |
| FFIV | F5 INC | $25.21万 | 0.02% | 606 | 606 | — | $25.21万 | 新建仓 |
| DHI | D R HORTON INC | $25.16万 | 0.02% | 1,545 | 1,545 | — | $25.16万 | 新建仓 |
| MKSI | MKS INC. | $25.13万 | 0.02% | 565 | 565 | — | $25.13万 | 新建仓 |
| NUE | NUCOR CORP | $25.06万 | 0.02% | 1,125 | 1,125 | — | $25.06万 | 新建仓 |
| INTU | INTUIT | $25.03万 | 0.02% | 959 | -725 | -43.1% | -$18.92万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $24.84万 | 0.02% | 2,088 | 2,088 | — | $24.84万 | 新建仓 |
| ENB | ENBRIDGE INC | $24.77万 | 0.02% | 4,570 | -179 | -3.8% | -$9,704 | 减仓 |
| WRB | BERKLEY W R CORP | $24.74万 | 0.02% | 3,508 | 3,508 | — | $24.74万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $24.64万 | 0.02% | 1,812 | -374 | -17.1% | -$5.09万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $24.61万 | 0.02% | 2,540 | 2,540 | — | $24.61万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $24.56万 | 0.02% | 2,449 | 2,449 | — | $24.56万 | 新建仓 |
| RMD | RESMED INC | $24.28万 | 0.02% | 1,246 | 305 | 32.4% | $5.94万 | 加仓 |
| IDXX | IDEXX LABS INC | $24.01万 | 0.02% | 456 | -77 | -14.4% | -$4.05万 | 减仓 |
| — | ACUMEN PHARMACEUTICALS INC | $23.95万 | 0.02% | 89,699 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $23.83万 | 0.02% | 2,632 | -289 | -9.9% | -$2.62万 | 重新持有 |
| PPL | PPL CORP | $23.37万 | 0.02% | 6,429 | -1,917 | -23.0% | -$6.97万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $23.34万 | 0.02% | 1,208 | -873 | -42.0% | -$16.87万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $23.24万 | 0.02% | 1,697 | 1,697 | — | $23.24万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $23.20万 | 0.02% | 3,311 | 3,311 | — | $23.20万 | 新建仓 |
| — | BNY MELLON ETF TRUST II | $23.01万 | 0.02% | 7,933 | 136 | 1.7% | $3,945 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $22.86万 | 0.02% | 2,418 | 2,418 | — | $22.86万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $22.75万 | 0.02% | 9,267 | -18,863 | -67.1% | -$46.31万 | 减仓 |
| IRM | IRON MTN INC DEL | $22.28万 | 0.02% | 1,764 | 1,764 | — | $22.28万 | 新建仓 |
| — | GOLDMAN SACHS ETF TR | $22.15万 | 0.02% | 4,938 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $22.14万 | 0.02% | 355 | -107 | -23.2% | -$6.67万 | 减仓 |
| LEN | LENNAR CORP | $22.12万 | 0.02% | 2,444 | 306 | 14.3% | $2.77万 | 重新持有 |
| ETR | ENTERGY CORP NEW | $22.08万 | 0.02% | 1,922 | 1,922 | — | $22.08万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $22.05万 | 0.02% | 1,587 | 1,587 | — | $22.05万 | 新建仓 |
| TWLO | TWILIO INC | $21.97万 | 0.02% | 1,065 | 1,065 | — | $21.97万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $21.96万 | 0.02% | 1,158 | 1,158 | — | $21.96万 | 新建仓 |
| CORO | BLACKROCK ETF TRUST | $21.91万 | 0.02% | 5,985 | 5,985 | — | $21.91万 | 新建仓 |
| CPAY | CORPAY INC | $21.90万 | 0.02% | 657 | 657 | — | $21.90万 | 新建仓 |
| MSCI | MSCI INC | $21.84万 | 0.02% | 390 | 390 | — | $21.84万 | 新建仓 |
| SEIC | SEI INVTS CO | $21.84万 | 0.02% | 2,490 | -2,212 | -47.0% | -$19.40万 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $21.80万 | 0.02% | 5,967 | 5,967 | — | $21.80万 | 新建仓 |
| F | FORD MTR CO | $21.74万 | 0.02% | 15,639 | 1,195 | 8.3% | $1.66万 | 加仓 |
| DOW | DOW HLDGS INC | $21.64万 | 0.02% | 7,910 | 932 | 13.4% | $2.55万 | 加仓 |
| MELI | MERCADOLIBRE INC | $21.56万 | 0.02% | 127 | 127 | — | $21.56万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $21.47万 | 0.02% | 1,616 | 1,616 | — | $21.47万 | 新建仓 |
| KKR | KKR & CO INC | $21.39万 | 0.02% | 2,331 | 498 | 27.2% | $4.57万 | 重新持有 |
| NYT | NEW YORK TIMES CO MTN BE | $21.29万 | 0.02% | 3,043 | -1,358 | -30.9% | -$9.50万 | 减仓 |
| AVT | AVNET INC | $21.22万 | 0.02% | 2,389 | 2,389 | — | $21.22万 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $21.17万 | 0.02% | 683 | -238 | -25.8% | -$7.38万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $21.11万 | 0.02% | 7,389 | 7,389 | — | $21.11万 | 新建仓 |
| NDAQ | NASDAQ INC | $21.05万 | 0.02% | 2,671 | -441 | -14.2% | -$3.48万 | 减仓 |