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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 8
增持 15
减持 113
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
TEM
TEMPUS AI INC
+$399.3M
6,761,507
减持
META
META PLATFORMS INC
-$80.7M
326,715
-19%
减持
ABNB
AIRBNB INC
-$56.9M
128,439
-79%
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
-$44.3M
168,730
-31%
减持
NVDA
NVIDIA CORPORATION
-$36.3M
763,656
-20%
增持
TSLA
TESLA INC
+$28.9M
107,000
+148%
减持
AMZN
AMAZON COM INC
-$25.1M
237,703
-35%
增持
VOO
VANGUARD INDEX FDS
+$24.3M
55,584
+223%
减持
AAPL
APPLE INC
-$23.3M
347,754
-25%
减持
GOOGL
ALPHABET INC
+$23.1M
504,131
-9%
清仓
PSA
PUBLIC STORAGE OPER CO
-$21.1M
0
-100%
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$18.2M
229,071
减持
ORCL
ORACLE CORP
-$12.8M
37,465
-48%
减持
AVGO
BROADCOM INC
-$11.1M
84,266
-31%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$10.1M
40,020
-33%
增持
IVV
ISHARES TR
+$8.2M
36,372
+46%
增持
NFLX
NETFLIX INC
-$7.9M
92,381
+568%
清仓
PLD
PROLOGIS INC.
-$7.8M
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$7.8M
50,107
-34%
减持
V
VISA INC
-$7.5M
58,920
-29%
减持
GOOG
ALPHABET INC
+$7.3M
374,087
-17%
增持
SPY
SPDR S&P 500 ETF TR
+$7.0M
45,140
+27%
减持
HD
HOME DEPOT INC
-$6.6M
19,284
-41%
清仓
WELL
WELLTOWER INC
-$5.8M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$5.6M
11,919
-31%
减持
DASH
DOORDASH INC
-$5.6M
81,673
-8%
减持
MA
MASTERCARD INCORPORATED
-$5.1M
16,169
-36%
清仓
WRBY
WARBY PARKER INC
-$4.9M
0
-100%
增持
NOW
SERVICENOW INC
-$4.9M
105,849
+362%
减持
CRM
SALESFORCE INC
+$4.5M
278,483
-5%
减持
JNJ
JOHNSON & JOHNSON
-$4.5M
23,205
-54%
清仓
EQIX
EQUINIX INC
-$4.4M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$4.4M
7,799
-93%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$4.4M
16,097
-59%
减持
—
EXXON MOBIL CORP
-$4.4M
44,453
-48%
减持
ABT
ABBOTT LABS
-$4.3M
36,583
-45%
减持
IEMG
ISHARES INC
-$4.3M
4,533
-94%
减持
ABBV
ABBVIE INC
-$4.3M
42,680
-30%
减持
SCHF
SCHWAB STRATEGIC TR
-$4.2M
61,597
-75%
减持
PG
PROCTER AND GAMBLE CO
-$4.2M
19,025
-58%
减持
DUOL
DUOLINGO INC
-$4.1M
21,885
-11%
减持
TXN
TEXAS INSTRS INC
-$4.1M
33,786
-38%
减持
—
LINDE PLC
-$3.9M
10,220
-41%
减持
CVX
CHEVRON CORP NEW
-$3.8M
36,408
-39%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$3.8M
10
-33%
减持
WMT
WALMART INC
-$3.7M
78,895
-35%
减持
ADBE
ADOBE INC
-$3.4M
4,992
-66%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.4M
21,058
-30%
减持
PEP
PEPSICO INC
-$3.3M
38,032
-39%
清仓
RELY
REMITLY GLOBAL INC
-$3.1M
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.9M
39,990
-26%
减持
PM
PHILIP MORRIS INTL INC
-$2.9M
5,292
-77%
清仓
AMT
AMERICAN TOWER CORP NEW
-$2.9M
0
-100%
减持
GE
GE AEROSPACE
-$2.8M
7,584
-55%
减持
CSCO
CISCO SYS INC
-$2.8M
82,724
-38%
增持
GLD
SPDR GOLD TR
+$2.7M
61,457
+1%
清仓
PFF
ISHARES TR
-$2.7M
0
-100%
减持
HOOD
ROBINHOOD MKTS INC
-$2.6M
80,694
-1%
清仓
CCI
CROWN CASTLE INC
-$2.5M
0
-100%
清仓
DLR
DIGITAL RLTY TR INC
-$2.5M
0
-100%
减持
TMUS
T-MOBILE US INC
-$2.5M
14,586
-36%
减持
UBER
UBER TECHNOLOGIES INC
-$2.4M
74,664
-14%
减持
KLAC
KLA CORP
-$2.4M
284
-89%
减持
MDLZ
MONDELEZ INTL INC
-$2.4M
29,756
-53%
减持
QCOM
QUALCOMM INC
-$2.4M
19,230
-43%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$2.3M
2,561
-77%
减持
RTX
RTX CORPORATION
-$2.3M
22,406
-42%
减持
C
CITIGROUP INC
-$2.3M
11,390
-68%
减持
PANW
PALO ALTO NETWORKS INC
-$2.3M
36,621
-17%
减持
APH
AMPHENOL CORP NEW
-$2.2M
3,611
-84%
减持
BKNG
BOOKING HOLDINGS INC
-$2.2M
1,357
-23%
减持
T
AT&T INC
-$2.2M
18,597
-80%
减持
—
TE CONNECTIVITY PLC
-$2.1M
9,519
-51%
减持
ANET
ARISTA NETWORKS INC
-$2.1M
90,486
-6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.1M
4,607
-59%
减持
COIN
COINBASE GLOBAL INC
-$2.0M
10,066
-21%
减持
DIS
DISNEY WALT CO
-$2.0M
25,477
-41%
减持
DGRO
ISHARES TR
-$2.0M
43,196
-41%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$2.0M
0
-100%
减持
KO
COCA COLA CO
-$2.0M
50,073
-39%
减持
LOW
LOWES COS INC
-$1.9M
12,334
-37%
减持
BLK
BLACKROCK INC
-$1.9M
3,579
-27%
减持
MCD
MCDONALDS CORP
-$1.9M
11,142
-36%
增持
RGEF
TIDAL TRUST III
+$1.9M
406,769
+13%
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.9M
6,530
-74%
减持
DELL
DELL TECHNOLOGIES INC
-$1.8M
3,093
-80%
减持
INTC
INTEL CORP
-$1.8M
34,326
-63%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$1.8M
161,799
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.8M
12,933
-19%
减持
GILD
GILEAD SCIENCES INC
-$1.8M
4,627
-78%
减持
PGR
PROGRESSIVE CORP
-$1.8M
12,729
-33%
减持
SO
SOUTHERN CO
-$1.8M
10,004
-64%
减持
ADSK
AUTODESK INC
-$1.8M
13,773
-25%
增持
QQQ
INVESCO QQQ TR
+$1.8M
40,182
+5%
减持
BAC
BANK AMERICA CORP
-$1.7M
117,260
-26%
减持
UNP
UNION PAC CORP
-$1.7M
18,533
-27%
减持
GEV
GE VERNOVA INC
-$1.7M
1,487
-66%
减持
VO
VANGUARD INDEX FDS
-$1.7M
10,167
-36%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.7M
28,956
-56%
减持
RBLX
ROBLOX CORP
-$1.7M
22,577
-10%
减持
CMCSA
COMCAST CORP NEW
-$1.7M
7,799
-87%
增持
EAGL
2023 ETF SERIES TRUST
+$1.6M
214,056
+26%
减持
MS
MORGAN STANLEY
-$1.6M
35,774
-29%
减持
SQ
BLOCK INC
-$1.6M
61,523
-21%
建仓
INCY
INCYTE CORP
+$1.6M
16,489
减持
GS
GOLDMAN SACHS GROUP INC
-$1.6M
4,704
-35%
减持
AMAT
APPLIED MATLS INC
-$1.6M
8,716
-54%
减持
GD
GENERAL DYNAMICS CORP
-$1.6M
2,284
-67%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.6M
28,152
减持
—
MEDTRONIC PLC
-$1.6M
42,426
-29%
增持
EFA
ISHARES TR
+$1.6M
31,619
+101%
建仓
ICSH
ISHARES TR
+$1.6M
30,896
减持
ADI
ANALOG DEVICES INC
-$1.6M
19,018
-30%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.5M
31,854
+9%
减持
—
ACCENTURE PLC IRELAND
-$1.5M
4,105
-62%
增持
BCS
BARCLAYS PLC
+$1.5M
132,068
+46%
减持
SCHW
SCHWAB CHARLES CORP
-$1.5M
12,878
-56%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.5M
13,886
-50%
建仓
IWR
ISHARES TR
+$1.5M
15,163
减持
VST
VISTRA CORP
-$1.5M
4,661
-59%
清仓
ESS
ESSEX PPTY TR INC
-$1.4M
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
-$1.4M
7,088
-28%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.4M
40,913
-14%
清仓
MO
ALTRIA GROUP INC
-$1.4M
0
-100%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.4M
18,602
-29%
减持
AFL
AFLAC INC
-$1.4M
2,308
-84%
减持
AMGN
AMGEN INC
-$1.4M
6,751
-47%
减持
SYK
STRYKER CORPORATION
-$1.3M
2,167
-62%
减持
FAST
FASTENAL CO
-$1.3M
22,608
-50%
减持
DUK
DUKE ENERGY CORP NEW
-$1.3M
3,400
-76%
建仓
BIV
VANGUARD BD INDEX FDS
+$1.3M
16,863
减持
HCA
HCA HEALTHCARE INC
-$1.3M
989
-76%
减持
—
EATON CORP PLC
-$1.3M
18,003
-4%
减持
SNPS
SYNOPSYS INC
-$1.3M
12,909
-14%
减持
HON
HONEYWELL INTL INC
-$1.3M
10,879
-33%
减持
CEG
CONSTELLATION ENERGY CORP
-$1.3M
1,697
-70%
减持
WMB
WILLIAMS COS INC
-$1.3M
7,553
-72%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$1.3M
1,148
-75%
减持
PFE
PFIZER INC
-$1.3M
18,456
-73%
减持
CVS
CVS HEALTH CORP
-$1.2M
10,507
-62%
增持
SHYG
ISHARES TR
+$1.2M
167,889
+22%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$1.2M
9,479
-67%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$1.2M
42,125
+140%
清仓
KRC
KILROY RLTY CORP
-$1.2M
0
-100%
减持
COP
CONOCOPHILLIPS
-$1.2M
4,292
-75%
减持
WFC
WELLS FARGO CO NEW
-$1.2M
58,755
-26%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.2M
6,613
-61%
减持
MU
MICRON TECHNOLOGY INC
-$1.2M
8,204
-61%
减持
NEE
NEXTERA ENERGY INC
-$1.2M
35,850
-34%
减持
UAL
UNITED AIRLS HLDGS INC
-$1.2M
10,560
-57%