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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 12
增持 135
减持 1
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
META
META PLATFORMS INC
+$226.2M
403,589
+325%
增持
NVDA
NVIDIA CORPORATION
+$123.8M
957,827
+175%
增持
GOOGL
ALPHABET INC
+$106.0M
554,147
+240%
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
ABNB
AIRBNB INC
+$72.2M
612,584
+3703%
增持
GOOG
ALPHABET INC
+$72.1M
452,111
+111%
增持
AAPL
APPLE INC
+$70.9M
462,703
+102%
增持
MSFT
MICROSOFT CORP
+$66.9M
243,041
+105%
建仓
TEAM
ATLASSIAN CORPORATION
+$57.1M
357,281
增持
AMZN
AMAZON COM INC
+$49.2M
364,398
+159%
增持
IOT
SAMSARA INC
+$37.5M
1,020,402
+7335%
增持
AVGO
BROADCOM INC
+$26.2M
122,103
+139%
增持
DASH
DOORDASH INC
+$19.9M
88,525
+420%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$19.9M
60,177
+181%
增持
GLD
SPDR GOLD TR
+$17.8M
60,802
+392%
增持
V
VISA INC
+$14.0M
82,542
+106%
增持
TSLA
TESLA INC
+$13.9M
43,162
+157%
增持
QQQ
INVESCO QQQ TR
+$13.8M
38,191
+130%
增持
PSA
PUBLIC STORAGE OPER CO
+$13.7M
72,957
+192%
增持
NOW
SERVICENOW INC
+$13.5M
22,898
+213%
增持
ORCL
ORACLE CORP
+$11.3M
71,413
+78%
增持
UPST
UPSTART HLDGS INC
+$10.9M
230,072
+1779%
增持
LLY
ELI LILLY & CO
+$10.7M
26,298
+119%
建仓
RGEF
TIDAL TRUST III
+$10.6M
360,213
增持
NFLX
NETFLIX INC
+$10.1M
13,826
+185%
增持
JPM
JPMORGAN CHASE & CO.
+$10.0M
75,804
+58%
建仓
IWB
ISHARES TR
+$9.6M
26,218
增持
IVV
ISHARES TR
+$9.2M
24,897
+106%
清仓
GRW
TCW ETF TRUST
-$8.7M
0
-100%
增持
ABBV
ABBVIE INC
+$8.5M
60,727
+103%
增持
HOOD
ROBINHOOD MKTS INC
+$8.1M
81,666
+112%
增持
COST
COSTCO WHSL CORP NEW
+$7.8M
17,165
+109%
增持
ANET
ARISTA NETWORKS INC
+$7.7M
95,876
+57%
增持
CRM
SALESFORCE INC
+$7.6M
292,181
+29%
增持
HD
HOME DEPOT INC
+$7.6M
32,572
+112%
增持
PH
PARKER-HANNIFIN CORP
+$5.9M
13,300
+124%
增持
TJX
TJX COS INC NEW
+$5.9M
87,880
+60%
增持
MA
MASTERCARD INCORPORATED
+$5.8M
25,188
+67%
增持
JNJ
JOHNSON & JOHNSON
+$5.8M
50,258
+121%
增持
SHOP
SHOPIFY INC
+$5.7M
46,626
+342%
增持
WMT
WALMART INC
+$5.6M
120,935
+73%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$5.6M
19,737
+100%
增持
SPY
SPDR S&P 500 ETF TR
+$5.5M
35,670
+21%
增持
CVX
CHEVRON CORP NEW
+$5.5M
60,117
+126%
增持
PANW
PALO ALTO NETWORKS INC
+$5.4M
44,192
+153%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$5.4M
140,451
增持
UBER
UBER TECHNOLOGIES INC
+$5.3M
86,997
+155%
建仓
EAGL
2023 ETF SERIES TRUST
+$5.3M
169,543
增持
ABT
ABBOTT LABS
+$5.2M
66,693
+144%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$5.2M
16,040
+207%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.2M
244,294
+943%
增持
ADSK
AUTODESK INC
+$5.1M
18,415
+676%
增持
SNOW
SNOWFLAKE INC
+$5.1M
27,898
+412%
增持
LRCX
LAM RESEARCH CORP
+$5.1M
53,647
+147%
增持
—
EXXON MOBIL CORP
+$5.0M
86,161
+97%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.0M
39,687
+140%
增持
MS
MORGAN STANLEY
+$4.9M
50,290
+132%
建仓
WRBY
WARBY PARKER INC
+$4.9M
178,597
增持
UNH
UNITEDHEALTH GROUP INC
+$4.8M
29,920
+70%
建仓
IEMG
ISHARES INC
+$4.6M
70,157
增持
DGRO
ISHARES TR
+$4.6M
73,367
+1073%
增持
ASAN
ASANA INC
+$4.6M
404,601
+557%
增持
CSCO
CISCO SYS INC
+$4.6M
133,348
+102%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$4.5M
47,664
+145%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$4.4M
107,003
+1078%
增持
PWR
QUANTA SVCS INC
+$4.4M
18,961
+107%
增持
SHYG
ISHARES TR
+$4.2M
137,534
+237%
增持
COF
CAPITAL ONE FINL CORP
+$4.2M
32,354
+154%
增持
ISRG
INTUITIVE SURGICAL INC
+$4.1M
19,993
+124%
增持
—
LINDE PLC
+$4.0M
17,294
+94%
增持
COIN
COINBASE GLOBAL INC
+$3.9M
12,793
+932%
增持
PEP
PEPSICO INC
+$3.9M
62,092
+69%
增持
—
EATON CORP PLC
+$3.9M
18,818
+112%
增持
BAC
BANK AMERICA CORP
+$3.8M
158,585
+72%
建仓
RSMC
TIDAL TRUST III
+$3.8M
144,387
增持
MRK
MERCK & CO INC
+$3.8M
66,413
+194%
增持
BLK
BLACKROCK INC
+$3.7M
4,916
+153%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.6M
40,818
+745%
增持
WFC
WELLS FARGO CO NEW
+$3.6M
79,837
+108%
增持
DUOL
DUOLINGO INC
+$3.6M
24,726
+133%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.5M
54,384
+36%
增持
BKNG
BOOKING HOLDINGS INC
+$3.5M
1,751
+71%
增持
PLD
PROLOGIS INC.
+$3.5M
68,328
+65%
增持
ADI
ANALOG DEVICES INC
+$3.4M
27,343
+94%
增持
TXN
TEXAS INSTRS INC
+$3.3M
54,110
+70%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.3M
15
+36%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.3M
7,234
+106%
增持
RTX
RTX CORPORATION
+$3.2M
38,464
+74%
增持
GE
GE AEROSPACE
+$3.2M
17,034
+128%
增持
RBLX
ROBLOX CORP
+$3.2M
25,147
+788%
增持
LOW
LOWES COS INC
+$3.2M
19,472
+152%
增持
ADBE
ADOBE INC
+$3.1M
14,576
+178%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.0M
29,116
+29%
增持
PG
PROCTER AND GAMBLE CO
+$3.0M
44,969
+85%
增持
BA
BOEING CO
+$3.0M
16,742
+471%
增持
UNP
UNION PAC CORP
+$3.0M
25,454
+93%
增持
MCK
MCKESSON CORP
+$2.9M
7,568
+91%
增持
CTAS
CINTAS CORP
+$2.9M
28,179
+115%
增持
KKR
KKR & CO INC
+$2.9M
39,777
+129%
增持
SQ
BLOCK INC
+$2.8M
77,980
+88%
增持
INTU
INTUIT
+$2.8M
8,375
+127%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.8M
48,394
增持
—
MEDTRONIC PLC
+$2.8M
59,687
+78%
增持
VUG
VANGUARD INDEX FDS
+$2.8M
24,811
+19%
增持
DIS
DISNEY WALT CO
+$2.7M
42,844
+145%
建仓
PFF
ISHARES TR
+$2.7M
85,771
增持
QCOM
QUALCOMM INC
+$2.7M
33,977
+84%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.7M
27,509
+123%
增持
KO
COCA COLA CO
+$2.7M
82,745
+109%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.7M
84,241
+102%
增持
—
CHUBB LIMITED
+$2.6M
27,159
+57%
增持
MCD
MCDONALDS CORP
+$2.6M
17,436
+90%
增持
NEE
NEXTERA ENERGY INC
+$2.6M
54,111
+155%
增持
AMAT
APPLIED MATLS INC
+$2.6M
18,868
+175%
增持
SPGI
S&P GLOBAL INC
+$2.6M
8,144
+215%
建仓
APPS
DIGITAL TURBINE INC
+$2.6M
406,139
减持
VTIP
VANGUARD MALVERN FDS
-$2.6M
52,744
-49%
增持
—
SPOTIFY TECHNOLOGY S A
+$2.5M
8,145
+96%
增持
—
TE CONNECTIVITY PLC
+$2.5M
19,581
+82%
增持
DHR
DANAHER CORPORATION
+$2.4M
25,072
+95%
增持
INTC
INTEL CORP
+$2.4M
92,439
+196%
增持
MU
MICRON TECHNOLOGY INC
+$2.4M
21,235
+122%
增持
CTVA
CORTEVA INC
+$2.3M
68,363
+119%
增持
AXP
AMERICAN EXPRESS CO
+$2.2M
11,907
+122%
增持
IGV
ISHARES TR
+$2.2M
22,474
+483%
增持
DHI
D R HORTON INC
+$2.1M
14,865
+369%
增持
UAL
UNITED AIRLS HLDGS INC
+$2.1M
24,679
+548%
建仓
BSVO
EA SERIES TRUST
+$2.1M
90,597
增持
SMH
VANECK ETF TRUST
+$2.0M
7,341
+446%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.0M
65,155
+212%
增持
IWF
ISHARES TR
+$1.9M
12,138
+37%
增持
PGR
PROGRESSIVE CORP
+$1.9M
18,996
+83%
增持
PM
PHILIP MORRIS INTL INC
+$1.9M
23,005
+130%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.9M
65,925
+94%
增持
TMUS
T-MOBILE US INC
+$1.8M
22,647
+51%
增持
PSX
PHILLIPS 66
+$1.8M
23,590
+102%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.8M
0
-100%
增持
C
CITIGROUP INC
+$1.7M
35,467
+61%
增持
ULTA
ULTA BEAUTY INC
+$1.7M
5,258
+113%
增持
FAST
FASTENAL CO
+$1.7M
45,604
+270%
增持
GEV
GE VERNOVA INC
+$1.7M
4,369
+130%
增持
GD
GENERAL DYNAMICS CORP
+$1.7M
6,994
+178%
增持
EQIX
EQUINIX INC
+$1.6M
5,652
+59%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.6M
71,036
+451%
增持
USB
US BANCORP DEL
+$1.6M
57,169
+121%
增持
WELL
WELLTOWER INC
+$1.6M
32,712
+19%
增持
USMV
ISHARES TR
+$1.5M
20,518
+352%
增持
T
AT&T INC
+$1.5M
93,081
+139%
增持
CAT
CATERPILLAR INC
+$1.5M
5,906
+74%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.5M
29,147
+290%
增持
—
ASML HOLDING N V
+$1.5M
2,234
+166%
