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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 38
增持 68
减持 31
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
GRW
TCW ETF TRUST
+$13.8M
371,701
减持
MSFT
MICROSOFT CORP
-$9.1M
55,402
-25%
增持
AAPL
APPLE INC
+$4.8M
116,813
+10%
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。
增持
NVDA
NVIDIA CORPORATION
+$4.2M
106,866
+50%
减持
CRM
SALESFORCE INC
+$3.7M
240,497
-0%
减持
GOOG
ALPHABET INC
-$2.1M
100,546
-3%
增持
PSA
PUBLIC STORAGE OPER CO
+$2.1M
23,775
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$2.0M
29,209
+44%
减持
SHYG
ISHARES TR
-$1.7M
134,921
-24%
增持
—
TRANE TECHNOLOGIES PLC
+$1.6M
9,797
+44%
建仓
TLT
ISHARES TR
+$1.6M
15,991
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
3,773
+63%
建仓
REGN
REGENERON PHARMACEUTICALS
+$1.3M
1,269
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.3M
5,890
+39%
建仓
AVSC
AMERICAN CENTY ETF TR
+$1.2M
22,714
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
9,959
+9%
增持
TJX
TJX COS INC NEW
+$1.1M
32,770
+33%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.1M
15,269
+67%
增持
GOOGL
ALPHABET INC
+$1.0M
62,046
+22%
增持
WELL
WELLTOWER INC
+$973.2K
15,371
+61%
增持
PLD
PROLOGIS INC.
+$950.5K
17,032
+59%
增持
—
ACCENTURE PLC IRELAND
+$948.1K
5,240
+76%
增持
SPY
SPDR S&P 500 ETF TR
+$935.1K
28,574
+1%
增持
HD
HOME DEPOT INC
+$876.8K
4,495
+64%
减持
IRM
IRON MTN INC DEL
-$817.8K
6,530
-63%
减持
NFLX
NETFLIX INC
-$785.6K
686
-64%
增持
—
EATON CORP PLC
+$777.6K
5,119
+75%
增持
MA
MASTERCARD INCORPORATED
+$772.7K
6,985
+15%
建仓
AXP
AMERICAN EXPRESS CO
+$762.1K
2,810
清仓
AMD
ADVANCED MICRO DEVICES INC
-$747.8K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$741.8K
0
-100%
建仓
TRV
TRAVELERS COMPANIES INC
+$702.1K
2,999
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$673.4K
6,219
+16%
建仓
VTEB
VANGUARD MUN BD FDS
+$650.0K
12,715
增持
AMZN
AMAZON COM INC
+$637.7K
50,516
+11%
增持
WMT
WALMART INC
+$622.4K
39,949
+4%
增持
SYK
STRYKER CORPORATION
+$622.3K
2,591
+181%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$617.3K
536
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$608.3K
42,125
-0%
减持
IEFA
ISHARES TR
-$600.0K
6,173
-59%
增持
—
MEDTRONIC PLC
+$595.3K
21,998
+25%
减持
QQQ
INVESCO QQQ TR
-$580.8K
10,037
-12%
建仓
MS
MORGAN STANLEY
+$578.6K
5,551
减持
VOO
VANGUARD INDEX FDS
-$573.6K
14,365
-12%
建仓
ROK
ROCKWELL AUTOMATION INC
+$559.2K
2,083
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$557.5K
50,188
-2%
增持
CSCO
CISCO SYS INC
+$545.9K
43,435
+17%
增持
PG
PROCTER AND GAMBLE CO
+$528.0K
10,664
+33%
建仓
LH
LABCORP HOLDINGS INC
+$526.5K
2,356
增持
IJR
ISHARES TR
+$522.0K
50,662
+0%
建仓
—
SMURFIT WESTROCK PLC
+$519.8K
10,519
增持
ORCL
ORACLE CORP
+$514.0K
8,748
+26%
增持
TMUS
T-MOBILE US INC
+$498.1K
11,111
+9%
建仓
AVLV
AMERICAN CENTY ETF TR
+$492.1K
7,476
增持
META
META PLATFORMS INC
+$483.1K
6,845
+0%
增持
EQIX
EQUINIX INC
+$482.8K
1,392
+40%
减持
VOE
VANGUARD INDEX FDS
+$464.3K
27,876
-0%
减持
IJH
ISHARES TR
+$445.0K
125,969
-0%
建仓
AVUV
AMERICAN CENTY ETF TR
+$433.4K
4,517
建仓
BNY
BANK NEW YORK MELLON CORP
+$428.2K
5,959
增持
ECL
ECOLAB INC
+$423.3K
2,454
+187%
增持
NEAR
ISHARES U S ETF TR
+$416.0K
59,214
+14%
减持
SAFT
SAFETY INS GROUP INC
-$412.5K
8,632
-42%
建仓
EA
ELECTRONIC ARTS INC
+$396.9K
2,767
清仓
—
WESTROCK CO
-$388.8K
0
-100%
清仓
—
TE CONNECTIVITY LTD
-$379.2K
0
-100%
建仓
—
TE CONNECTIVITY PLC
+$373.7K
2,475
减持
SHEL
SHELL PLC
-$373.0K
7,297
-38%
增持
PEP
PEPSICO INC
+$371.4K
13,228
+16%
增持
GS
GOLDMAN SACHS GROUP INC
+$366.4K
5,053
+7%
建仓
MT
ARCELORMITTAL SA LUXEMBOURG
+$365.0K
13,899
建仓
CL
COLGATE PALMOLIVE CO
+$361.7K
3,484
减持
V
VISA INC
-$361.5K
14,230
-13%
减持
ADBE
ADOBE INC
-$356.6K
616
-49%
建仓
SCHV
SCHWAB STRATEGIC TR
+$355.2K
4,419
增持
DUK
DUKE ENERGY CORP NEW
+$332.4K
15,673
+7%
减持
—
ASPEN TECHNOLOGY INC
+$331.1K
11,549
-5%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$328.6K
62,317
+71%
增持
IR
INGERSOLL RAND INC
+$326.7K
8,812
+49%
建仓
COO
COOPER COS INC
+$318.4K
2,886
增持
VB
VANGUARD INDEX FDS
+$313.8K
6,976
+13%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$313.5K
62,999
+59%
增持
SCHG
SCHWAB STRATEGIC TR
+$308.8K
5,250
+122%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$306.2K
33,800
+13%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$299.8K
36,588
+15%
建仓
KIM
KIMCO RLTY CORP
+$294.0K
12,662
增持
VOT
VANGUARD INDEX FDS
+$293.5K
8,591
+10%
建仓
XYL
XYLEM INC
+$293.1K
2,171
增持
SNY
SANOFI
+$287.1K
12,853
+37%
清仓
—
LAM RESEARCH CORP
-$286.4K
0
-100%
清仓
MYI
BLACKROCK MUNIYIELD QUALITY
-$282.2K
0
-100%
建仓
FTV
FORTIVE CORP
+$280.9K
3,559
减持
NKE
NIKE INC
+$274.3K
28,247
-4%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$271.4K
1,141
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$266.8K
62,286
+1%
增持
NVO
NOVO-NORDISK A S
-$265.7K
15,689
+5%
增持
ABT
ABBOTT LABS
+$264.2K
11,260
+15%
增持
CCI
CROWN CASTLE INC
+$262.2K
6,964
+21%
增持
IVW
ISHARES TR
+$262.2K
79,834
+0%
清仓
—
BLACKROCK INC
-$261.4K
0
-100%
减持
RTX
RTX CORPORATION
+$261.2K
14,111
-2%
减持
VTI
VANGUARD INDEX FDS
+$258.8K
29,320
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$257.5K
9,768
+92%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$254.2K
6,245
增持
MRK
MERCK & CO INC
+$242.1K
21,463
+21%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$241.8K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
+$241.6K
48,196
-4%
建仓
WFC
WELLS FARGO CO NEW
+$239.8K
4,245
增持
DHR
DANAHER CORPORATION
+$238.2K
2,051
+54%
减持
CVX
CHEVRON CORP NEW
-$235.3K
16,616
-3%
增持
SPG
SIMON PPTY GROUP INC NEW
+$232.9K
6,210
+15%
增持
VBK
VANGUARD INDEX FDS
+$232.2K
7,765
+5%
增持
DEO
DIAGEO PLC
+$229.6K
5,793
+25%
清仓
WPC
WP CAREY INC
-$222.0K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$219.2K
1,423
建仓
PWR
QUANTA SVCS INC
+$219.1K
735
清仓
NGVT
INGEVITY CORP
-$217.6K
0
-100%
建仓
WDAY
WORKDAY INC
+$216.8K
887
建仓
MTB
M & T BK CORP
+$216.4K
1,215
减持
TSLA
TESLA INC
+$216.1K
3,660
-2%
建仓
HDB
HDFC BANK LTD
+$215.6K
3,447
增持
AVGO
BROADCOM INC
+$215.5K
7,318
+1022%
减持
VUG
VANGUARD INDEX FDS
-$214.2K
18,293
-5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$213.7K
28,559
+8%
增持
INTU
INTUIT
+$213.4K
1,240
+46%
减持
IWM
ISHARES TR
+$212.6K
11,899
-0%
建仓
ILMN
ILLUMINA INC
+$212.4K
1,629
建仓
HIW
HIGHWOODS PPTYS INC
+$211.3K
6,306
增持
DLR
DIGITAL RLTY TR INC
+$210.1K
6,623
+17%
建仓
HST
HOST HOTELS & RESORTS INC
+$204.7K
11,633
增持
DHI
D R HORTON INC
+$204.1K
3,861
+2%
建仓
VIOG
VANGUARD ADMIRAL FDS INC
+$203.7K
1,701
清仓
LPLA
LPL FINL HLDGS INC
-$203.3K
0
-100%
清仓
NET
CLOUDFLARE INC
-$203.0K
0
-100%
建仓
FTNT
FORTINET INC
+$201.9K
2,604
建仓
GILD
GILEAD SCIENCES INC
+$200.6K
2,393
增持
VICI
VICI PPTYS INC
+$193.7K
17,525
+29%
清仓
CMRC
BIGCOMMERCE HLDGS INC
-$188.2K
0
-100%
减持
MELI
MERCADOLIBRE INC
+$186.7K
461
-0%
减持
VNQ
VANGUARD INDEX FDS
+$186.3K
19,742
-5%
减持
LOW
LOWES COS INC
+$185.0K
4,726
-5%
减持
NOBL
PROSHARES TR
+$185.0K
40,254
-6%
减持
IJJ
ISHARES TR
+$183.7K
18,304
-0%
增持
ELS
EQUITY LIFESTYLE PPTYS INC
+$178.2K
5,541
+66%
增持
IBMR
ISHARES TR
+$176.7K
29,905
+27%
增持
IBMQ
ISHARES TR
+$175.8K
29,768
+27%
增持
AMH
AMERICAN HOMES 4 RENT
+$173.1K
83,938
+2%
增持
CWS
ADVISORSHARES TR
+$172.8K
14,223
+10%
增持
IBMP
ISHARES TR
+$171.1K
29,903
+27%
增持
IBMO
ISHARES TR
+$168.1K
29,674
+27%
