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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 28
增持 37
减持 53
清仓 32
方向
标的
Δ市值
现股数(环比)
建仓
VTIP
VANGUARD MALVERN FDS
+$6.5M
133,564
清仓
SHYG
ISHARES TR
-$5.9M
0
-100%
减持
CRM
SALESFORCE INC
+$5.4M
213,062
-11%
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。
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$4.1M
6
减持
GRW
TCW ETF TRUST
-$3.1M
325,017
-13%
建仓
BITB
BITWISE BITCOIN ETF TR
+$2.7M
52,528
增持
GOOG
ALPHABET INC
+$2.4M
100,707
+0%
增持
—
CHUBB LIMITED
+$2.2M
10,681
+329%
建仓
TXN
TEXAS INSTRS INC
+$2.1M
11,205
清仓
DUK
DUKE ENERGY CORP NEW
-$1.8M
0
-100%
减持
NKE
NIKE INC
-$1.6M
11,923
-58%
清仓
TLT
ISHARES TR
-$1.6M
0
-100%
增持
PSA
PUBLIC STORAGE OPER CO
-$1.4M
24,274
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.3M
43,930
-12%
清仓
REGN
REGENERON PHARMACEUTICALS
-$1.3M
0
-100%
增持
META
META PLATFORMS INC
+$1.3M
8,917
+30%
减持
—
TRANE TECHNOLOGIES PLC
-$1.3M
6,908
-29%
增持
JPM
JPMORGAN CHASE & CO.
+$1.2M
30,692
+5%
减持
MSFT
MICROSOFT CORP
-$1.1M
53,895
-3%
减持
AMZN
AMAZON COM INC
+$1.1M
47,695
-6%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.0M
6,180
+22%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.0M
5,064
-14%
减持
UNH
UNITEDHEALTH GROUP INC
-$985.8K
9,562
-4%
减持
NVDA
NVIDIA CORPORATION
-$941.5K
89,630
-16%
减持
—
ACCENTURE PLC IRELAND
-$941.1K
2,590
-51%
增持
WELL
WELLTOWER INC
+$931.5K
23,006
+50%
减持
COST
COSTCO WHSL CORP NEW
-$928.6K
2,637
-30%
增持
VOO
VANGUARD INDEX FDS
+$921.7K
15,779
+10%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$918.8K
8,775
-43%
减持
—
EATON CORP PLC
-$912.4K
2,363
-54%
增持
VUG
VANGUARD INDEX FDS
+$905.2K
19,317
+6%
减持
GOOGL
ALPHABET INC
-$848.6K
49,877
-20%
减持
HD
HOME DEPOT INC
-$848.5K
2,501
-44%
建仓
ETHW
BITWISE ETHEREUM ETF
+$808.0K
33,710
建仓
TECH
BIO-TECHNE CORP
+$804.7K
11,172
清仓
AXP
AMERICAN EXPRESS CO
-$762.1K
0
-100%
清仓
—
ISHARES TR
-$758.4K
0
-100%
建仓
IBMS
ISHARES TR
+$741.5K
29,234
增持
QQQ
INVESCO QQQ TR
+$718.1K
10,987
+9%
清仓
SAFT
SAFETY INS GROUP INC
-$705.9K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$702.1K
0
-100%
减持
APP
APPLOVIN CORP
+$699.0K
4,150
-16%
减持
PLD
PROLOGIS INC.
-$680.1K
13,914
-18%
增持
MA
MASTERCARD INCORPORATED
+$665.4K
7,814
+12%
清仓
CNI
CANADIAN NATL RY CO
-$653.9K
0
-100%
增持
WMT
WALMART INC
+$635.2K
42,735
+7%
减持
SYK
STRYKER CORPORATION
-$630.0K
850
-67%
减持
NOBL
PROSHARES TR
-$629.8K
36,843
-8%
清仓
ECL
ECOLAB INC
-$626.6K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$617.3K
0
-100%
清仓
MS
MORGAN STANLEY
-$578.6K
0
-100%
减持
NVO
NOVO-NORDISK A S
-$578.5K
14,992
-4%
减持
VYM
VANGUARD WHITEHALL FDS
-$566.8K
43,984
-9%
增持
TSLA
TESLA INC
+$562.5K
3,764
+3%
清仓
ROK
ROCKWELL AUTOMATION INC
-$559.2K
0
-100%
减持
ESGD
ISHARES TR
-$556.6K
29,697
-11%
增持
AMT
AMERICAN TOWER CORP NEW
+$542.2K
9,915
+81%
清仓
NVS
NOVARTIS AG
-$539.3K
0
-100%
清仓
LH
LABCORP HOLDINGS INC
-$526.5K
0
-100%
增持
DLR
DIGITAL RLTY TR INC
+$524.9K
9,004
+36%
增持
TMUS
T-MOBILE US INC
+$511.1K
12,703
+14%
减持
PG
PROCTER AND GAMBLE CO
-$484.5K
8,127
-24%
减持
V
VISA INC
-$480.3K
10,860
-24%
建仓
ANET
ARISTA NETWORKS INC
+$470.3K
4,255
增持
VGT
VANGUARD WORLD FD
+$442.1K
2,707
+28%
减持
SPY
SPDR S&P 500 ETF TR
-$431.6K
27,236
-5%
清仓
BNY
BANK NEW YORK MELLON CORP
-$428.2K
0
-100%
减持
MELI
MERCADOLIBRE INC
-$406.9K
317
-31%
增持
MSI
MOTOROLA SOLUTIONS INC
+$399.8K
2,327
+55%
清仓
EA
ELECTRONIC ARTS INC
-$396.9K
0
-100%
减持
LLY
ELI LILLY & CO
-$378.5K
3,244
-0%
减持
EFA
ISHARES TR
-$377.3K
11,377
-23%
清仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$372.2K
0
-100%
建仓
INDA
ISHARES TR
+$368.8K
7,007
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$366.7K
40,977
-3%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$363.1K
6,332
建仓
PTCT
PTC THERAPEUTICS INC
+$362.6K
8,032
清仓
CL
COLGATE PALMOLIVE CO
-$361.7K
0
-100%
增持
SUI
SUN CMNTYS INC
+$349.9K
6,112
+106%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$342.6K
4,582
建仓
SE
SEA LTD
+$341.1K
3,215
减持
VOE
VANGUARD INDEX FDS
-$332.2K
26,839
-4%
减持
IR
INGERSOLL RAND INC
-$327.9K
5,937
-33%
增持
MRK
MERCK & CO INC
+$323.0K
27,747
+29%
清仓
FND
FLOOR & DECOR HLDGS INC
-$321.6K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$321.1K
14,002
+9%
增持
—
ASTRAZENECA PLC
-$320.2K
29,607
+2%
增持
WY
WEYERHAEUSER CO MTN BE
+$320.0K
22,678
+141%
清仓
COO
COOPER COS INC
-$318.4K
0
-100%
清仓
NGG
NATIONAL GRID PLC
-$317.1K
0
-100%
减持
ABT
ABBOTT LABS
-$314.5K
8,569
-24%
建仓
MAGS
LISTED FD TR
+$312.9K
5,749
减持
—
ASML HOLDING N V
-$312.8K
995
-17%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$308.6K
5,634
-9%
建仓
BYD
BOYD GAMING CORP
+$306.8K
4,229
减持
DHR
DANAHER CORPORATION
-$306.5K
1,149
-44%
清仓
—
ICON PLC
-$299.4K
0
-100%
减持
INTU
INTUIT
-$299.3K
749
-40%
清仓
XYL
XYLEM INC
-$293.1K
0
-100%
减持
SUB
ISHARES TR
-$287.4K
5,439
-33%
增持
IWF
ISHARES TR
+$287.1K
6,902
+4%
增持
QCOM
QUALCOMM INC
+$284.0K
10,370
+35%
清仓
FTV
FORTIVE CORP
-$280.9K
0
-100%
建仓
GDDY
GODADDY INC
+$278.1K
1,409
建仓
GEV
GE VERNOVA INC
+$271.0K
824
减持
TJX
TJX COS INC NEW
-$269.0K
29,656
-10%
减持
SCHW
SCHWAB CHARLES CORP
-$268.9K
4,921
-50%
建仓
BX
BLACKSTONE INC
+$268.6K
1,558
清仓
ENTG
ENTEGRIS INC
-$267.4K
0
-100%
建仓
BLK
BLACKROCK INC
+$258.3K
252
减持
SHEL
SHELL PLC
-$257.0K
3,579
-51%
减持
DHI
D R HORTON INC
-$256.6K
3,433
-11%
清仓
—
ARISTA NETWORKS INC
-$256.0K
0
-100%
增持
NOW
SERVICENOW INC
+$245.3K
1,367
+2%
增持
VB
VANGUARD INDEX FDS
+$243.7K
7,901
+13%
清仓
NEE
NEXTERA ENERGY INC
-$236.2K
0
-100%
减持
CVS
CVS HEALTH CORP
-$235.4K
6,589
-22%
增持
CWS
ADVISORSHARES TR
+$233.8K
18,699
+31%
减持
AVSC
AMERICAN CENTY ETF TR
-$233.0K
18,286
-19%
增持
PEP
PEPSICO INC
+$231.0K
16,312
+23%
减持
VNQ
VANGUARD INDEX FDS
-$229.1K
19,018
-4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$229.1K
5,889
+1%
减持
IGSB
ISHARES TR
-$226.2K
23,660
-14%
增持
SPG
SIMON PPTY GROUP INC NEW
+$226.1K
7,408
+19%
清仓
CTVA
CORTEVA INC
-$225.5K
0
-100%
增持
NFLX
NETFLIX INC
+$224.7K
798
+16%
建仓
COLD
AMERICOLD REALTY TRUST INC
+$223.6K
10,448
建仓
AVB
AVALONBAY CMNTYS INC
+$221.9K
1,009
减持
SNY
SANOFI
-$221.9K
10,758
-16%
建仓
APO
APOLLO GLOBAL MGMT INC
+$221.1K
1,339
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$221.0K
11,535
-18%
清仓
XLV
SELECT SECTOR SPDR TR
-$219.2K
0
-100%
建仓
LPLA
LPL FINL HLDGS INC
+$216.5K
663
增持
—
EXXON MOBIL CORP
+$216.3K
6,014
+64%
清仓
HDB
HDFC BANK LTD
-$215.6K
0
-100%
建仓
MSCI
MSCI INC
+$210.0K
350
建仓
ESGU
ISHARES TR
+$207.3K
1,609
减持
HYG
ISHARES TR
-$205.9K
6,279
-28%
建仓
XLY
SELECT SECTOR SPDR TR
+$205.1K
914
增持
AMGN
AMGEN INC
-$204.0K
4,464
+5%
清仓
VIOG
VANGUARD ADMIRAL FDS INC
-$203.7K
0
-100%
减持
LQD
ISHARES TR
-$203.5K
12,022
-9%
建仓
XLF
SELECT SECTOR SPDR TR
+$203.4K
4,209
增持
AVLV
AMERICAN CENTY ETF TR
+$202.5K
10,404
+39%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$201.0K
941
减持
KMI
KINDER MORGAN INC DEL
+$197.7K
51,462
-6%
增持
CVX
CHEVRON CORP NEW
+$189.5K
18,203
+10%
减持
PUK
PRUDENTIAL PLC
-$188.6K
30,777
-16%
减持
CARR
CARRIER GLOBAL CORPORATION
-$182.0K
7,691
-12%
增持
OHI
OMEGA HEALTHCARE INVS INC
+$180.7K
11,489
+84%
