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 |
|---|---|---|---|---|---|---|---|---|
| MLM | MARTIN MARIETTA MATLS INC | $21.05万 | 0.02% | 365 | 1 | 0.3% | $577 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $21.01万 | 0.02% | 2,589 | 99 | 4.0% | $8,035 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $21.01万 | 0.02% | 2,179 | 2,179 | — | $21.01万 | 新建仓 |
| ITOT | ISHARES TR | $21.01万 | 0.02% | 1,279 | 1,279 | — | $21.01万 | 新建仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $21.00万 | 0.02% | 5,512 | -1,343 | -19.6% | -$5.12万 | 减仓 |
| TPR | TAPESTRY INC | $20.82万 | 0.02% | 1,422 | 1,422 | — | $20.82万 | 新建仓 |
| NEU | NEWMARKET CORP | $20.73万 | 0.02% | 262 | 262 | — | $20.73万 | 新建仓 |
| IWV | ISHARES TR | $20.68万 | 0.02% | 485 | 485 | — | $20.68万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $20.66万 | 0.02% | 1,265 | 1,265 | — | $20.66万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $20.65万 | 0.02% | 2,707 | 2,707 | — | $20.65万 | 新建仓 |
| CBRE | CBRE GROUP INC | $20.61万 | 0.02% | 1,530 | 1,530 | — | $20.61万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $20.37万 | 0.02% | 4,626 | 4,626 | — | $20.37万 | 新建仓 |
| AZO | AUTOZONE INC | $20.13万 | 0.02% | 63 | -1 | -1.6% | -$3,196 | 减仓 |
| TRGP | TARGA RES CORP | $20.11万 | 0.02% | 750 | 750 | — | $20.11万 | 新建仓 |
| VTR | VENTAS INC | $20.10万 | 0.02% | 2,264 | 2,264 | — | $20.10万 | 新建仓 |
| KVUE | KENVUE INC | $19.85万 | 0.02% | 10,385 | 10,385 | — | $19.85万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -3,762 | -100.0% | -$59.45万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -2,291 | -100.0% | -$54.85万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -6,745 | -100.0% | -$44.02万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,916 | -100.0% | -$36.75万 | 清仓 |
| TAXX | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -7,176 | -100.0% | -$36.28万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -720 | -100.0% | -$26.15万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -1,949 | -100.0% | -$24.61万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -763 | -100.0% | -$23.97万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -4,238 | -100.0% | -$23.65万 | 清仓 |
| POR | PORTLAND GEN ELEC CO | $0 | 0.00% | 0 | -4,466 | -100.0% | -$23.57万 | 清仓 |
| ESNT | ESSENT GROUP LTD | $0 | 0.00% | 0 | -3,822 | -100.0% | -$22.34万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -3,367 | -100.0% | -$22.33万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -2,893 | -100.0% | -$21.87万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -1,828 | -100.0% | -$21.61万 | 清仓 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -3,570 | -100.0% | -$21.44万 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -5,447 | -100.0% | -$21.24万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -1,434 | -100.0% | -$20.43万 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -4,010 | -100.0% | -$20.31万 | 清仓 |
| COTY | COTY INC | $0 | 0.00% | 0 | -10,457 | -100.0% | -$2.10万 | 清仓 |