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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
$1.76B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 19
增持 55
减持 53
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
CRM
SALESFORCE INC
-$17.3M
241,463
-8%
增持
AAPL
APPLE INC
+$4.5M
106,212
+2%
增持
MSFT
MICROSOFT CORP
+$3.2M
73,772
+4%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VT
VANGUARD INTL EQUITY INDEX F
-$2.6M
25,068
-49%
建仓
RELY
REMITLY GLOBAL INC
+$2.3M
193,227
增持
SHYG
ISHARES TR
+$2.2M
177,940
+43%
减持
GOOG
ALPHABET INC
+$1.8M
103,138
-8%
增持
VOO
VANGUARD INDEX FDS
+$1.7M
16,303
+22%
增持
GOOGL
ALPHABET INC
+$1.7M
50,792
+1%
减持
—
WESTROCK CO
-$1.7M
7,736
-81%
增持
NVDA
NVIDIA CORPORATION
+$1.6M
71,144
+791%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.4M
4,721
+160%
增持
VUG
VANGUARD INDEX FDS
+$1.3M
19,351
+13%
增持
QQQ
INVESCO QQQ TR
+$1.3M
11,437
+21%
减持
JNJ
JOHNSON & JOHNSON
-$1.2M
8,670
-45%
增持
VTV
VANGUARD INDEX FDS
+$1.2M
14,964
+105%
建仓
EFV
ISHARES TR
+$943.8K
17,794
增持
TJX
TJX COS INC NEW
+$902.4K
24,627
+38%
减持
CVS
CVS HEALTH CORP
-$893.3K
8,554
-51%
清仓
T
AT&T INC
-$835.5K
0
-100%
增持
WELL
WELLTOWER INC
+$690.5K
9,542
+193%
增持
SPY
SPDR S&P 500 ETF TR
+$686.9K
28,406
+1%
增持
AMT
AMERICAN TOWER CORP NEW
+$678.1K
5,866
+151%
减持
CMCSA
COMCAST CORP NEW
-$648.0K
15,591
-46%
增持
AMZN
AMAZON COM INC
+$617.6K
45,407
+0%
清仓
DG
DOLLAR GEN CORP NEW
-$588.3K
0
-100%
增持
DLR
DIGITAL RLTY TR INC
+$564.4K
5,667
+175%
增持
PLD
PROLOGIS INC.
+$559.3K
10,687
+117%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$537.5K
9,132
+18%
清仓
SBUX
STARBUCKS CORP
-$521.8K
0
-100%
增持
SPG
SIMON PPTY GROUP INC NEW
+$511.2K
5,380
+176%
减持
IJS
ISHARES TR
-$504.3K
15,815
-20%
增持
IRM
IRON MTN INC DEL
+$484.8K
17,784
+29%
建仓
SHOP
SHOPIFY INC
+$462.5K
7,003
增持
WMT
WALMART INC
+$447.9K
38,450
+7%
清仓
ESGE
ISHARES INC
-$439.5K
0
-100%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$437.7K
39,732
-50%
增持
UNH
UNITEDHEALTH GROUP INC
+$435.0K
9,152
+7%
增持
TMUS
T-MOBILE US INC
+$411.3K
10,187
+20%
建仓
DPZ
DOMINOS PIZZA INC
+$402.7K
780
建仓
VICI
VICI PPTYS INC
+$390.1K
13,621
增持
INVH
INVITATION HOMES INC
+$383.4K
16,517
+181%
建仓
SUI
SUN CMNTYS INC
+$370.2K
3,076
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$357.4K
14,108
增持
CCI
CROWN CASTLE INC
+$352.4K
5,772
+189%
清仓
—
PIONEER NAT RES CO
-$342.0K
0
-100%
建仓
EXR
EXTRA SPACE STORAGE INC
+$332.4K
2,139
增持
VGT
VANGUARD WORLD FD
+$332.2K
2,113
+25%
增持
IVV
ISHARES TR
+$317.3K
4,566
+10%
减持
IJH
ISHARES TR
-$311.3K
126,545
-0%
减持
PFE
PFIZER INC
-$309.6K
25,551
-31%
减持
IJR
ISHARES TR
-$307.9K
50,660
-2%
清仓
IWR
ISHARES TR
-$302.7K
0
-100%
减持
LLY
ELI LILLY & CO
+$293.2K
3,180
-4%
减持
VYM
VANGUARD WHITEHALL FDS
-$293.0K
50,060
-3%
清仓
RYAAY
RYANAIR HOLDINGS PLC
-$291.9K
0
-100%
减持
NOBL
PROSHARES TR
-$291.5K
42,781
-1%
增持
DUK
DUKE ENERGY CORP NEW
+$288.7K
14,713
+20%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$288.4K
36,418
-43%
增持
QCOM
QUALCOMM INC
+$279.1K
7,334
+5%
清仓
WFC
WELLS FARGO CO NEW
-$266.6K
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$263.8K
61,743
+2%
清仓
HIO
WESTERN ASSET HIGH INCOME OP
-$263.4K
0
-100%
增持
IWF
ISHARES TR
+$258.7K
6,415
+4%
减持
—
ASTRAZENECA PLC
+$258.1K
27,100
-1%
清仓
SCZ
ISHARES TR
-$255.3K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$254.6K
0
-100%
增持
ESS
ESSEX PPTY TR INC
+$253.8K
2,001
+68%
增持
EQIX
EQUINIX INC
+$252.7K
995
+64%
清仓
ADSK
AUTODESK INC
-$250.0K
0
-100%
清仓
SNOW
SNOWFLAKE INC
-$248.9K
0
-100%
清仓
TGT
TARGET CORP
-$248.4K
0
-100%
清仓
TEAM
ATLASSIAN CORPORATION
-$248.4K
0
-100%
增持
SHEL
SHELL PLC
+$240.2K
11,835
+29%
建仓
SCHG
SCHWAB STRATEGIC TR
+$238.2K
2,362
增持
NEAR
ISHARES U S ETF TR
+$237.7K
52,020
+10%
建仓
UDR
UDR INC
+$231.6K
5,629
增持
O
REALTY INCOME CORP
+$230.5K
9,184
+95%
建仓
TDOC
TELADOC HEALTH INC
+$228.8K
23,398
清仓
USB
US BANCORP DEL
-$228.7K
0
-100%
建仓
HR
HEALTHCARE RLTY TR
+$225.9K
13,709
减持
ABBV
ABBVIE INC
-$225.3K
7,891
-9%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$224.1K
42,238
-0%
增持
NVO
NOVO-NORDISK A S
+$221.4K
14,949
+0%
清仓
MTB
M & T BK CORP
-$217.7K
0
-100%
减持
BAC
BANK AMERICA CORP
-$217.6K
44,403
-15%
建仓
ELS
EQUITY LIFESTYLE PPTYS INC
+$217.1K
3,333
减持
VTI
VANGUARD INDEX FDS
+$216.9K
30,068
-0%
清仓
ILMN
ILLUMINA INC
-$216.3K
0
-100%
减持
—
LAM RESEARCH CORP
-$212.0K
269
-48%
清仓
TFII
TFI INTL INC
-$210.2K
0
-100%
清仓
OXY/WS
OCCIDENTAL PETE CORP
-$204.7K
0
-100%
建仓
WY
WEYERHAEUSER CO MTN BE
+$203.7K
7,176
建仓
LPLA
LPL FINL HLDGS INC
+$203.3K
728
建仓
ECL
ECOLAB INC
+$203.3K
854
建仓
NET
CLOUDFLARE INC
+$203.0K
2,451
减持
VEA
VANGUARD TAX-MANAGED FDS
-$201.4K
29,923
-11%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$193.6K
4,242
+15%
减持
UPS
UNITED PARCEL SERVICE INC
-$191.9K
10,034
-5%
增持
—
MEDTRONIC PLC
+$191.9K
17,599
+29%
减持
—
TRANE TECHNOLOGIES PLC
+$191.2K
6,781
-0%
减持
LOW
LOWES COS INC
-$189.3K
4,967
-1%
增持
PEP
PEPSICO INC
+$189.2K
11,387
+18%
建仓
CMRC
BIGCOMMERCE HLDGS INC
+$188.2K
23,351
清仓
HYI
WESTERN ASSET HIGH YIELD DEF
-$187.7K
0
-100%
减持
IWM
ISHARES TR
-$186.7K
11,907
-4%
增持
NWG
NATWEST GROUP PLC
+$185.8K
46,058
+70%
减持
—
ACCENTURE PLC IRELAND
-$184.5K
2,980
-5%
增持
TER
TERADYNE INC
+$182.8K
5,120
+0%
减持
PH
PARKER-HANNIFIN CORP
-$181.8K
1,013
-19%
减持
VB
VANGUARD INDEX FDS
-$178.7K
6,150
-7%
减持
HD
HOME DEPOT INC
-$177.4K
2,744
-6%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$174.0K
31,723
+10%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$171.9K
45,657
-0%
减持
VNQ
VANGUARD INDEX FDS
-$171.8K
20,738
-6%
建仓
—
DESPEGAR COM CORP
+$171.6K
12,967
增持
APP
APPLOVIN CORP
+$170.7K
5,961
+27%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$165.1K
51,398
+2%
增持
BCS
BARCLAYS PLC
+$163.8K
76,818
+10%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$162.8K
7,945
-13%
减持
VOE
VANGUARD INDEX FDS
-$162.7K
27,984
-0%
减持
SHW
SHERWIN WILLIAMS CO
-$157.6K
1,554
-13%
减持
DHI
D R HORTON INC
-$152.1K
3,778
-9%
减持
MCD
MCDONALDS CORP
-$151.3K
4,352
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$149.2K
4,367
+8%
减持
NUE
NUCOR CORP
-$148.0K
3,544
-1%
增持
AMH
AMERICAN HOMES 4 RENT
+$145.9K
82,057
+4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$144.2K
4,610
-7%
减持
MYI
BLACKROCK MUNIYIELD QUALITY
-$139.5K
25,242
-31%
减持
COP
CONOCOPHILLIPS
-$138.5K
8,474
-3%
清仓
—
PIONEER MUNICIPAL HIGH INCOM
-$137.3K
0
-100%
减持
CNI
CANADIAN NATL RY CO
-$133.7K
5,459
-8%
增持
PUK
PRUDENTIAL PLC
+$129.1K
32,762
+34%
减持
CSCO
CISCO SYS INC
-$127.5K
37,166
-2%
增持
AMGN
AMGEN INC
+$126.5K
4,416
+0%
增持
HON
HONEYWELL INTL INC
+$125.1K
7,619
+4%
减持
AVGO
BROADCOM INC
+$124.3K
652
-6%
减持
—
ARISTA NETWORKS INC
-$121.5K
690
-45%
清仓
OBIO
ORCHESTRA BIOMED HLDGS INC
-$117.3K
0
-100%
减持
SUB
ISHARES TR
-$116.3K
8,109
-12%
减持
INTU
INTUIT
-$112.2K
847
-18%
增持
VO
VANGUARD INDEX FDS
+$107.0K
14,058
+7%
增持
ADI
ANALOG DEVICES INC
+$104.9K
2,079
+11%
减持
DXCM
DEXCOM INC
-$101.7K
2,446
-11%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$99.3K
2,956
-8%
减持
COST
COSTCO WHSL CORP NEW
+$98.9K
2,316
-9%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$98.2K
1,369
-12%
增持
IJK
ISHARES TR
+$92.9K
31,340
+7%
减持
DE
DEERE & CO
-$88.9K
1,256
-8%
增持
BP
BP PLC
+$88.6K
23,544
+17%
