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Catalytic Wealth RIA, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Catalytic Wealth RIA, LLC

报告期 2026-03-31 · CIK 0002011169

持仓数

506

前50大市值合计

$1.76B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

TEM TEMPUS AI INC

CL A

$299.0M

6,611,211

17.0%

META META PLATFORMS INC

CL A

$205.4M

359,025

11.7%

GOOGL ALPHABET INC

CAP STK CL A

$147.3M

512,353

8.4%

NVDA NVIDIA CORPORATION

COM

$133.3M

764,509

7.6%

GOOG ALPHABET INC

CAP STK CL C

$106.1M

369,728

6.0%

AAPL APPLE INC

COM

$90.2M

355,283

5.1%

MSFT MICROSOFT CORP

COM

$65.0M

175,592

3.7%

CRM SALESFORCE INC

COM

$52.6M

281,677

3.0%

AMZN AMAZON COM INC

COM

$51.7M

248,043

2.9%

TSLA TESLA INC

COM

$41.0M

110,410

2.3%

IVV ISHARES TR

CORE S&P500 ETF

$38.5M

58,936

2.2%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$33.4M

51,382

1.9%

PRCH PORCH GROUP INC

COM

$29.2M

4,076,745

1.7%

AVGO BROADCOM INC

COM

$27.9M

90,194

1.6%

QQQ INVESCO QQQ TR

UNIT SER 1

$27.7M

47,935

1.6%

IOT SAMSARA INC

COM CL A

$25.3M

799,203

1.4%

TEAM ATLASSIAN CORPORATION

CL A

$22.8M

333,712

1.3%

GLD SPDR GOLD TR

GOLD SHS

$19.8M

46,130

1.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$18.8M

39,279

1.1%

LLY ELI LILLY & CO

COM

$18.2M

19,837

1.0%

V VISA INC

COM CL A

$17.5M

58,066

1.0%

JPM JPMORGAN CHASE & CO

COM

$15.2M

51,740

0.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$14.7M

24,525

0.8%

ANET ARISTA NETWORKS INC

COM SHS

$14.1M

115,193

0.8%

RGEF TIDAL TRUST III

ROCKEFELLER GLOB

$12.2M

406,769

0.7%

COST COSTCO WHOLESALE CORPORATION

COM

$12.0M

12,063

0.7%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$11.9M

35,269

0.7%

TJX TJX COS INC NEW

COM

$11.7M

73,116

0.7%

NOW SERVICENOW INC

COM

$11.7M

111,620

0.7%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$11.1M

34,463

0.6%

PWR QUANTA SVCS INC

COM

$11.0M

20,062

0.6%

VUG VANGUARD INDEX FDS

GROWTH ETF

$10.6M

24,308

0.6%

WMT WALMART INC

COM

$10.4M

83,521

0.6%

PH PARKER-HANNIFIN CORP

COM

$9.5M

10,638

0.5%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$9.5M

43,966

0.5%

NFLX NETFLIX INC.

COM

$9.2M

95,628

0.5%

UPST UPSTART HLDGS INC

COM

$8.8M

344,646

0.5%

DASH DOORDASH INC

CL A

$8.8M

58,839

0.5%

IVW ISHARES TR

S&P 500 GRWT ETF

$8.7M

77,313

0.5%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$8.6M

12

0.5%

ABBV ABBVIE INC

COM

$8.6M

39,501

0.5%

IJH ISHARES TR

CORE S&P MCP ETF

$8.5M

125,283

0.5%

IWB ISHARES TR

RUS 1000 ETF

$8.4M

23,643

0.5%

TMO THERMO FISHER SCIENTIFIC INC

COM

$8.3M

16,907

0.5%

IWF ISHARES TR

RUS 1000 GRW ETF

$7.9M

18,614

0.5%

MA MASTERCARD INCORPORATED

CL A

$7.8M

15,626

0.4%

ISRG INTUITIVE SURGICAL INC

COM NEW

$7.7M

16,786

0.4%

EAGL 2023 ETF SERIES TRUST

EAGLE CAPITAL SE

$7.6M

249,622

0.4%

— CHUBB LTD SWITZ

COM

$7.4M

22,852

0.4%

LRCX LAM RESEARCH CORP

COM NEW

$7.4M

34,807

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

56%前 6 大占比

TEM17.0%META11.7%GOOGL8.4%NVDA7.6%GOOG6.0%AAPL5.1%