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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 41
增持 48
减持 36
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
CRM
SALESFORCE INC
-$13.9M
213,600
+0%
减持
GOOG
ALPHABET INC
-$3.7M
99,389
-1%
减持
NVDA
NVIDIA CORPORATION
-$3.6M
77,592
-13%
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
MSFT
MICROSOFT CORP
-$3.3M
51,633
-4%
清仓
—
ASPEN TECHNOLOGY INC
-$2.9M
0
-100%
增持
AAPL
APPLE INC
-$2.7M
110,935
+2%
清仓
BITB
BITWISE BITCOIN ETF TR
-$2.7M
0
-100%
建仓
HIMU
BLACKROCK ETF TRUST II
+$2.7M
53,557
建仓
TLT
ISHARES TR
+$2.3M
25,437
减持
GRW
TCW ETF TRUST
-$2.2M
254,471
-22%
增持
ANET
ARISTA NETWORKS INC
+$2.2M
34,688
+715%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$2.2M
46,849
减持
GOOGL
ALPHABET INC
-$1.8M
49,422
-1%
减持
AMZN
AMAZON COM INC
-$1.8M
45,604
-4%
建仓
VUSB
VANGUARD BD INDEX FDS
+$1.6M
32,386
增持
GLD
SPDR GOLD TR
+$943.6K
4,989
+145%
增持
WELL
WELLTOWER INC
+$907.2K
24,846
+8%
清仓
ETHW
BITWISE ETHEREUM ETF
-$808.0K
0
-100%
增持
TMUS
T-MOBILE US INC
+$794.3K
13,491
+6%
建仓
BSV
VANGUARD BD INDEX FDS
+$685.0K
8,751
清仓
VEU
VANGUARD INTL EQUITY INDEX F
-$662.2K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$643.8K
45,039
+31%
建仓
SHYG
ISHARES TR
+$636.1K
14,961
减持
NVO
NOVO-NORDISK A S
-$633.9K
9,443
-37%
增持
MINT
PIMCO ETF TR
+$587.1K
11,843
+97%
增持
SPY
SPDR S&P 500 ETF TR
-$581.2K
27,497
+1%
减持
NOW
SERVICENOW INC
-$555.1K
1,123
-18%
减持
IJR
ISHARES TR
-$533.6K
49,858
-0%
减持
VOO
VANGUARD INDEX FDS
-$515.6K
15,540
-2%
建仓
AVIV
AMERICAN CENTY ETF TR
+$514.4K
9,075
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$505.9K
5,745
+2%
清仓
SPGI
S&P GLOBAL INC
-$502.5K
0
-100%
清仓
SHOP
SHOPIFY INC
-$501.7K
0
-100%
增持
IJH
ISHARES TR
-$496.0K
126,018
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$493.1K
7,469
-15%
增持
—
CHUBB LIMITED
+$490.0K
11,395
+7%
增持
AMT
AMERICAN TOWER CORP NEW
+$485.7K
10,589
+7%
清仓
DHI
D R HORTON INC
-$480.0K
0
-100%
建仓
IGEB
ISHARES TR
+$477.7K
10,614
减持
QQQ
INVESCO QQQ TR
-$475.6K
10,964
-0%
建仓
MGC
VANGUARD WORLD FD
+$473.2K
2,350
增持
CVX
CHEVRON CORP NEW
+$436.9K
18,372
+1%
减持
ORCL
ORACLE CORP
-$431.0K
7,411
-16%
建仓
SCHF
SCHWAB STRATEGIC TR
+$425.5K
21,510
建仓
AMAT
APPLIED MATLS INC
+$425.2K
2,930
建仓
SCHP
SCHWAB STRATEGIC TR
+$422.7K
15,718
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$421.4K
7,095
建仓
MCO
MOODYS CORP
+$420.5K
903
增持
META
META PLATFORMS INC
+$415.2K
9,779
+10%
增持
—
MEDTRONIC PLC
+$412.9K
27,835
+6%
增持
VNQ
VANGUARD INDEX FDS
+$411.9K
23,261
+22%
建仓
FALN
ISHARES TR
+$411.9K
15,374
减持
APP
APPLOVIN CORP
-$410.1K
3,524
-15%
减持
VTEB
VANGUARD MUN BD FDS
-$406.4K
4,062
-67%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$405.8K
42,255
-4%
增持
SLQD
ISHARES TR
+$401.0K
15,927
+98%
增持
TSLA
TESLA INC
-$389.3K
4,363
+16%
减持
GS
GOLDMAN SACHS GROUP INC
-$380.7K
5,781
-6%
清仓
ELS
EQUITY LIFESTYLE PPTYS INC
-$378.3K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$376.1K
31,526
+3%
建仓
—
CARNIVAL CORP
+$373.9K
19,146
清仓
INDA
ISHARES TR
-$368.8K
0
-100%
减持
SAP
SAP SE
-$365.0K
3,294
-35%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$359.9K
35,700
+25%
清仓
MMM
3M CO
-$345.6K
0
-100%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$345.0K
0
-100%
减持
IJS
ISHARES TR
-$327.9K
11,631
-14%
减持
—
SMURFIT WESTROCK PLC
-$322.3K
7,812
-38%
增持
AVGO
BROADCOM INC
-$320.3K
5,783
+4%
清仓
DDOG
DATADOG INC
-$319.1K
0
-100%
建仓
ETHA
ISHARES ETHEREUM TR
+$314.7K
22,768
增持
USIG
ISHARES TR
+$313.8K
13,001
+87%
增持
ABBV
ABBVIE INC
+$313.7K
7,642
+5%
建仓
FLOT
ISHARES TR
+$307.2K
6,017
减持
IJK
ISHARES TR
-$304.7K
29,523
-3%
增持
CCI
CROWN CASTLE INC
+$302.7K
12,506
+13%
清仓
ADBE
ADOBE INC
-$301.0K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$300.3K
4,121
增持
AMGN
AMGEN INC
+$292.4K
4,673
+5%
减持
—
ACCENTURE PLC IRELAND
-$277.4K
2,031
-22%
清仓
GEV
GE VERNOVA INC
-$271.0K
0
-100%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$267.7K
4,646
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$265.1K
1,205
建仓
HSY
HERSHEY CO
+$263.9K
1,543
减持
UPS
UNITED PARCEL SERVICE INC
-$260.1K
8,623
-10%
增持
ESGD
ISHARES TR
+$254.7K
30,797
+4%
建仓
ECL
ECOLAB INC
+$253.8K
1,001
清仓
ABNB
AIRBNB INC
-$252.2K
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC
+$252.0K
2,765
建仓
ESGE
ISHARES INC
+$249.9K
7,149
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$246.9K
993
建仓
SNN
SMITH & NEPHEW PLC
+$241.0K
8,494
减持
NFLX
NETFLIX INC
-$239.4K
506
-37%
清仓
ILMN
ILLUMINA INC
-$238.3K
0
-100%
建仓
SPYM
SPDR SER TR
+$236.6K
3,598
增持
RTX
RTX CORPORATION
+$234.4K
13,680
+0%
清仓
—
DESPEGAR COM CORP
-$234.1K
0
-100%
建仓
SO
SOUTHERN CO
+$232.4K
2,528
建仓
LRCX
LAM RESEARCH CORP
+$230.5K
3,171
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$227.8K
159
减持
TER
TERADYNE INC
-$226.5K
5,184
-0%
建仓
SAFT
SAFETY INS GROUP INC
+$226.2K
2,868
建仓
ALL
ALLSTATE CORP
+$224.3K
1,083
增持
—
TRANE TECHNOLOGIES PLC
-$223.0K
6,911
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$222.1K
4,848
-4%
清仓
APO
APOLLO GLOBAL MGMT INC
-$221.1K
0
-100%
减持
NKE
NIKE INC
-$219.8K
10,750
-10%
建仓
NEE
NEXTERA ENERGY INC
+$219.3K
3,094
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$218.7K
451
清仓
LPLA
LPL FINL HLDGS INC
-$216.5K
0
-100%
清仓
WDAY
WORKDAY INC
-$215.2K
0
-100%
清仓
GIS
GENERAL MLS INC
-$213.6K
0
-100%
建仓
CI
THE CIGNA GROUP
+$212.4K
646
清仓
MSCI
MSCI INC
-$210.0K
0
-100%
清仓
ESGU
ISHARES TR
-$207.3K
0
-100%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
-$207.2K
45,905
+0%
建仓
LQDH
ISHARES U S ETF TR
+$206.5K
2,238
增持
TJX
TJX COS INC NEW
+$206.3K
31,109
+5%
增持
SNY
SANOFI
+$205.4K
13,060
+21%
建仓
AOS
SMITH A O CORP
+$205.3K
3,141
建仓
AEP
AMERICAN ELEC PWR CO INC
+$205.2K
1,878
清仓
XLY
SELECT SECTOR SPDR TR
-$205.1K
0
-100%
建仓
IAU
ISHARES GOLD TR
+$201.8K
3,423
建仓
SHV
ISHARES TR
+$201.6K
1,825
清仓
RGA
REINSURANCE GRP OF AMERICA I
-$201.0K
0
-100%
增持
DLR
DIGITAL RLTY TR INC
-$198.5K
9,758
+8%
增持
JNJ
JOHNSON & JOHNSON
+$197.3K
9,098
+0%
减持
EQIX
EQUINIX INC
-$196.1K
1,345
-2%
减持
—
ASTRAZENECA PLC
+$191.6K
29,000
-2%
增持
PUK
PRUDENTIAL PLC
+$191.6K
31,730
+3%
增持
IWF
ISHARES TR
-$186.7K
7,159
+4%
增持
—
EXXON MOBIL CORP
+$180.9K
6,961
+16%
减持
—
ASML HOLDING N V
-$177.4K
773
-22%
减持
VO
VANGUARD INDEX FDS
-$177.0K
13,616
-3%
增持
VGT
VANGUARD WORLD FD
-$176.5K
2,778
+3%
增持
VTI
VANGUARD INDEX FDS
-$174.6K
29,340
+3%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$163.0K
40,509
-1%
增持
CVS
CVS HEALTH CORP
+$160.9K
6,741
+2%
增持
MRK
MERCK & CO INC
-$159.3K
28,977
+4%
增持
QCOM
QUALCOMM INC
+$158.0K
11,399
+10%
减持
—
EATON CORP PLC
-$155.5K
2,313
-2%
增持
VBK
VANGUARD INDEX FDS
-$152.6K
8,057
+3%
增持
KO
COCA COLA CO
+$152.5K
12,018
+6%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$151.2K
10,998
+5%
减持
VB
VANGUARD INDEX FDS
-$149.1K
7,889
-0%
减持
XLK
SELECT SECTOR SPDR TR
-$148.8K
4,259
-4%
减持
GE
GE AEROSPACE
-$147.6K
1,684
-42%
增持
GSK
GSK PLC
+$147.5K
16,038
+14%
增持
INVH
INVITATION HOMES INC
+$146.9K
25,622
+10%
增持
TECH
BIO-TECHNE CORP
-$145.2K
11,249
+1%
