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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 50
增持 91
减持 7
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
META
META PLATFORMS INC
+$64.5M
95,033
+872%
增持
NVDA
NVIDIA CORPORATION
+$46.5M
347,789
+348%
增持
MSFT
MICROSOFT CORP
+$39.6M
118,675
+130%
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
GOOG
ALPHABET INC
+$22.5M
214,392
+116%
增持
AAPL
APPLE INC
+$22.3M
228,720
+106%
增持
AMZN
AMAZON COM INC
+$22.2M
140,560
+208%
增持
GOOGL
ALPHABET INC
+$21.1M
163,146
+230%
增持
AVGO
BROADCOM INC
+$13.1M
51,114
+784%
增持
V
VISA INC
+$10.8M
39,994
+316%
建仓
RDDT
REDDIT INC
+$8.0M
52,957
增持
ORCL
ORACLE CORP
+$7.7M
40,148
+442%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.3M
21,388
+272%
建仓
SNPS
SYNOPSYS INC
+$6.8M
13,171
增持
LLY
ELI LILLY & CO
+$6.7M
11,993
+278%
增持
NOW
SERVICENOW INC
+$6.6M
7,324
+552%
增持
JPM
JPMORGAN CHASE & CO.
+$6.2M
47,891
+52%
增持
NFLX
NETFLIX INC
+$6.0M
4,854
+859%
增持
COST
COSTCO WHSL CORP NEW
+$5.6M
8,200
+213%
增持
BKNG
BOOKING HOLDINGS INC
+$5.2M
1,025
+503%
增持
IVV
ISHARES TR
+$4.9M
12,068
+160%
建仓
OPPE
WISDOMTREE TR
+$4.8M
103,473
增持
HD
HOME DEPOT INC
+$4.7M
15,345
+522%
增持
TXN
TEXAS INSTRS INC
+$4.4M
31,844
+164%
建仓
DUOL
DUOLINGO INC
+$4.4M
10,618
增持
CRM
SALESFORCE INC
+$4.3M
226,080
+6%
增持
MA
MASTERCARD INCORPORATED
+$4.3M
15,088
+98%
增持
TSLA
TESLA INC
+$4.2M
16,783
+285%
建仓
DASH
DOORDASH INC
+$4.2M
17,035
增持
QQQ
INVESCO QQQ TR
+$4.0M
16,624
+52%
增持
ABBV
ABBVIE INC
+$4.0M
29,969
+292%
增持
—
EXXON MOBIL CORP
+$3.9M
43,748
+528%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.9M
8,940
+349%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.9M
22,515
+201%
建仓
HOOD
ROBINHOOD MKTS INC
+$3.6M
38,540
增持
PH
PARKER-HANNIFIN CORP
+$3.6M
5,925
+532%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$3.6M
19,441
增持
ANET
ARISTA NETWORKS INC
+$3.6M
61,122
+76%
建仓
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$3.5M
297,069
增持
—
LINDE PLC
+$3.3M
8,935
+391%
增持
PWR
QUANTA SVCS INC
+$3.2M
9,174
+874%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.2M
11
+83%
建仓
—
SPOTIFY TECHNOLOGY S A
+$3.2M
4,146
增持
WMT
WALMART INC
+$3.1M
70,076
+63%
建仓
MS
MORGAN STANLEY
+$3.0M
21,640
增持
TJX
TJX COS INC NEW
+$3.0M
55,005
+77%
增持
ADI
ANALOG DEVICES INC
+$2.9M
14,113
+584%
增持
PANW
PALO ALTO NETWORKS INC
+$2.9M
17,491
+365%
建仓
CTAS
CINTAS CORP
+$2.9M
13,106
增持
UBER
UBER TECHNOLOGIES INC
+$2.9M
34,095
+727%
增持
BAC
BANK AMERICA CORP
+$2.8M
92,239
+154%
增持
SPY
SPDR S&P 500 ETF TR
+$2.8M
29,500
+7%
增持
ABT
ABBOTT LABS
+$2.8M
27,299
+303%
建仓
SQ
BLOCK INC
+$2.8M
41,408
建仓
PGR
PROGRESSIVE CORP
+$2.8M
10,383
增持
WFC
WELLS FARGO CO NEW
+$2.8M
38,328
+774%
增持
PLD
PROLOGIS INC.
+$2.8M
41,466
+188%
建仓
COF
CAPITAL ONE FINL CORP
+$2.7M
12,715
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$2.7M
5,231
增持
MCK
MCKESSON CORP
+$2.6M
3,963
+846%
增持
—
EATON CORP PLC
+$2.5M
8,875
+284%
增持
UNP
UNION PAC CORP
+$2.5M
13,156
+529%
增持
PG
PROCTER AND GAMBLE CO
+$2.4M
24,350
+186%
增持
INTU
INTUIT
+$2.4M
3,682
+370%
增持
GLD
SPDR GOLD TR
+$2.3M
12,365
+148%
建仓
CTVA
CORTEVA INC
+$2.3M
31,216
增持
VTI
VANGUARD INDEX FDS
+$2.3M
34,157
+16%
增持
DHR
DANAHER CORPORATION
+$2.3M
12,865
+1064%
建仓
KKR
KKR & CO INC
+$2.3M
17,395
建仓
ILMN
ILLUMINA INC
+$2.3M
23,989
建仓
—
CUE BIOPHARMA INC
+$2.3M
3,331,644
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$2.3M
24,156
增持
PEP
PEPSICO INC
+$2.2M
36,666
+110%
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$2.2M
0
-100%
增持
CSCO
CISCO SYS INC
+$2.2M
65,874
+68%
建仓
ABNB
AIRBNB INC
+$2.1M
16,106
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.0M
7,780
+683%
建仓
ADBE
ADOBE INC
+$2.0M
5,248
增持
MDLZ
MONDELEZ INTL INC
+$2.0M
40,658
+285%
减持
IJR
ISHARES TR
-$2.0M
29,375
-41%
增持
JNJ
JOHNSON & JOHNSON
+$2.0M
22,733
+150%
增持
KO
COCA COLA CO
+$1.9M
39,655
+230%
增持
LRCX
LAM RESEARCH CORP
+$1.9M
21,723
+585%
增持
DIS
DISNEY WALT CO
+$1.8M
17,483
+425%
建仓
PM
PHILIP MORRIS INTL INC
+$1.8M
9,997
增持
BLK
BLACKROCK INC
+$1.8M
1,945
+666%
增持
MELI
MERCADOLIBRE INC
+$1.8M
915
+193%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$1.8M
12,350
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
16,565
+165%
增持
EQIX
EQUINIX INC
+$1.7M
3,552
+164%
建仓
AXP
AMERICAN EXPRESS CO
+$1.7M
5,370
增持
VOO
VANGUARD INDEX FDS
+$1.7M
17,032
+10%
减持
NOBL
PROSHARES TR
-$1.7M
19,779
-45%
增持
—
ACCENTURE PLC IRELAND
+$1.6M
7,512
+270%
增持
GE
GE AEROSPACE
+$1.6M
7,483
+344%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$1.6M
14,772
增持
—
CHUBB LIMITED
+$1.6M
17,346
+52%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.6M
9,853
+103%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.6M
7,738
+191%
增持
—
TE CONNECTIVITY PLC
+$1.4M
10,758
+306%
建仓
APH
AMPHENOL CORP NEW
+$1.4M
14,581
增持
—
TRANE TECHNOLOGIES PLC
+$1.4M
8,594
+24%
增持
DELL
DELL TECHNOLOGIES INC
+$1.4M
13,699
+395%
增持
RTX
RTX CORPORATION
+$1.4M
22,131
+62%
增持
MCD
MCDONALDS CORP
+$1.4M
9,187
+126%
建仓
PSX
PHILLIPS 66
+$1.4M
11,688
增持
IVW
ISHARES TR
+$1.4M
79,900
+0%
建仓
KLAC
KLA CORP
+$1.4M
1,531
建仓
—
HESS CORP
+$1.4M
9,844
建仓
SPGI
S&P GLOBAL INC
+$1.4M
2,582
增持
ROP
ROPER TECHNOLOGIES INC
+$1.3M
3,356
+252%
减持
VTIP
VANGUARD MALVERN FDS
-$1.3M
104,154
-20%
增持
NEE
NEXTERA ENERGY INC
+$1.3M
21,233
+586%
增持
HON
HONEYWELL INTL INC
+$1.3M
12,016
+65%
减持
VUG
VANGUARD INDEX FDS
+$1.2M
20,866
-2%
建仓
SNOW
SNOWFLAKE INC
+$1.2M
5,449
建仓
RUN
SUNRUN INC
+$1.2M
149,050
增持
C
CITIGROUP INC
+$1.2M
22,042
+138%
建仓
SHOP
SHOPIFY INC
+$1.2M
10,544
增持
QCOM
QUALCOMM INC
+$1.2M
18,507
+62%
建仓
MU
MICRON TECHNOLOGY INC
+$1.2M
9,583
增持
IWF
ISHARES TR
+$1.2M
8,854
+24%
建仓
USB
US BANCORP DEL
+$1.2M
25,851
建仓
ULTA
ULTA BEAUTY INC
+$1.2M
2,472
清仓
IJS
ISHARES TR
-$1.1M
0
-100%
建仓
T
AT&T INC
+$1.1M
38,952
增持
SHYG
ISHARES TR
+$1.1M
40,810
+173%
增持
DE
DEERE & CO
+$1.1M
3,296
+171%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$1.1M
15,155
建仓
NU
NU HLDGS LTD
+$1.1M
80,195
建仓
LEU
CENTRUS ENERGY CORP
+$1.1M
6,000
减持
VYM
VANGUARD WHITEHALL FDS
-$1.0M
33,495
-21%
建仓
DDOG
DATADOG INC
+$1.0M
7,573
增持
SCHW
SCHWAB CHARLES CORP
+$1.0M
15,476
+197%
建仓
GEV
GE VERNOVA INC
+$1.0M
1,897
建仓
AFL
AFLAC INC
+$995.3K
9,438
增持
SYK
STRYKER CORPORATION
+$994.2K
3,371
+270%
增持
SO
SOUTHERN CO
+$988.0K
13,290
+426%
建仓
WMB
WILLIAMS COS INC
+$979.1K
15,589
建仓
PAYX
PAYCHEX INC
+$936.2K
6,436
增持
CAT
CATERPILLAR INC
+$930.9K
3,397
+189%
增持
VO
VANGUARD INDEX FDS
+$899.7K
15,799
+16%
增持
CMCSA
COMCAST CORP NEW
+$876.8K
37,284
+203%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$876.7K
33,788
-17%
增持
AMGN
AMGEN INC
+$858.0K
8,287
+77%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$854.5K
15,219
建仓
BABA
ALIBABA GROUP HLDG LTD
+$841.3K
7,418
增持
AMAT
APPLIED MATLS INC
+$832.7K
6,871
+135%
建仓
ASAN
ASANA INC
+$831.0K
61,552
建仓
TDG
TRANSDIGM GROUP INC
+$830.3K
546
减持
MRK
MERCK & CO INC
-$813.8K
22,577
-22%
