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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 13
增持 62
减持 53
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
TEM
TEMPUS AI INC
-$100.3M
6,611,211
-2%
减持
TEAM
ATLASSIAN CORPORATION
-$33.6M
333,712
-4%
建仓
PRCH
PORCH GROUP INC
+$29.2M
4,076,745
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
CRM
SALESFORCE INC
-$21.2M
281,677
+1%
减持
VOO
VANGUARD INDEX FDS
-$20.2M
24,525
-56%
增持
MSFT
MICROSOFT CORP
-$16.6M
175,592
+4%
减持
ABNB
AIRBNB INC
-$15.8M
13,081
-90%
增持
IVV
ISHARES TR
+$13.6M
58,936
+62%
减持
IOT
SAMSARA INC
-$13.4M
799,203
-27%
减持
CRCL
CIRCLE INTERNET GROUP INC
-$12.3M
61,091
-73%
减持
GOOG
ALPHABET INC
-$11.3M
369,728
-1%
增持
GOOGL
ALPHABET INC
-$10.5M
512,353
+2%
增持
META
META PLATFORMS INC
-$10.3M
359,025
+10%
减持
DASH
DOORDASH INC
-$9.7M
58,839
-28%
增持
NVDA
NVIDIA CORPORATION
-$9.1M
764,509
+0%
清仓
SHYG
ISHARES TR
-$7.2M
0
-100%
增持
TSLA
TESLA INC
-$7.1M
110,410
+3%
清仓
DFAC
DIMENSIONAL ETF TRUST
-$5.4M
0
-100%
减持
ASAN
ASANA INC
-$5.2M
48,999
-88%
减持
RDDT
REDDIT INC
-$4.6M
32,102
-17%
增持
NOW
SERVICENOW INC
-$4.5M
111,620
+5%
减持
GLD
SPDR GOLD TR
-$4.5M
46,130
-25%
增持
AAPL
APPLE INC
-$4.4M
355,283
+2%
增持
IEMG
ISHARES INC
+$4.3M
65,440
+1344%
建仓
—
ASTRAZENECA PLC
+$4.0M
20,528
增持
HOOD
ROBINHOOD MKTS INC
-$3.4M
82,190
+2%
减持
SHOP
SHOPIFY INC
-$3.3M
32,015
-28%
清仓
—
ASTRAZENECA PLC
-$3.3M
0
-100%
增持
AMZN
AMAZON COM INC
-$3.2M
248,043
+4%
减持
V
VISA INC
-$3.1M
58,066
-1%
增持
QQQ
INVESCO QQQ TR
+$3.0M
47,935
+19%
增持
DGRO
ISHARES TR
+$2.9M
83,691
+94%
增持
PWR
QUANTA SVCS INC
+$2.9M
20,062
+4%
增持
LLY
ELI LILLY & CO
-$2.9M
19,837
+1%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$2.9M
17,055
-74%
清仓
VUSB
VANGUARD BD INDEX FDS
-$2.7M
0
-100%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$2.6M
51,382
+14%
建仓
PD
PAGERDUTY INC
+$2.6M
410,931
清仓
NEAR
ISHARES U S ETF TR
-$2.5M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.5M
98,844
+60%
增持
ANET
ARISTA NETWORKS INC
+$2.3M
115,193
+27%
清仓
TLT
ISHARES TR
-$2.2M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$2.2M
35,269
+11%
减持
ISRG
INTUITIVE SURGICAL INC
-$2.2M
16,786
-4%
增持
XLV
SELECT SECTOR SPDR TR
+$2.2M
16,809
+747%
清仓
GSY
INVESCO ACTIVELY MANAGED EXC
-$2.1M
0
-100%
清仓
BSVO
EA SERIES TRUST
-$2.1M
0
-100%
减持
DUOL
DUOLINGO INC
-$2.1M
17,903
-18%
增持
UPST
UPSTART HLDGS INC
-$2.1M
344,646
+38%
减持
—
EXXON MOBIL CORP
+$2.0M
43,507
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.9M
38,097
+388%
减持
BKNG
BOOKING HOLDINGS INC
-$1.8M
1,290
-5%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$1.8M
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.7M
12,063
+1%
增持
SNOW
SNOWFLAKE INC
-$1.7M
25,777
+1%
减持
COF
CAPITAL ONE FINL CORP
-$1.7M
24,462
-4%
清仓
MINT
PIMCO ETF TR
-$1.7M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.7M
19,508
-7%
清仓
INCY
INCYTE CORP
-$1.6M
0
-100%
增持
IUSG
ISHARES TR
+$1.6M
12,038
+738%
减持
CVX
CHEVRON CORPORATION
+$1.6M
34,564
-5%
增持
WMT
WALMART INC
+$1.6M
83,521
+6%
增持
ORCL
ORACLE CORP
-$1.6M
39,092
+4%
建仓
MUB
ISHARES TR
+$1.5M
14,439
建仓
TFX
TELEFLEX INCORPORATED
+$1.5M
12,475
增持
REGN
REGENERON PHARMACEUTICALS
+$1.5M
2,297
+511%
清仓
ARCC
ARES CAPITAL CORP
-$1.5M
0
-100%
增持
INTU
INTUIT
-$1.5M
11,391
+18%
减持
MA
MASTERCARD INCORPORATED
-$1.4M
15,626
-3%
清仓
—
DAY ONE BIOPHARMACEUTICALS I
-$1.4M
0
-100%
减持
ABT
ABBOTT LABORATORIES
-$1.4M
31,341
-14%
减持
IWB
ISHARES TR
-$1.4M
23,643
-10%
增持
CAT
CATERPILLAR INC
+$1.4M
4,480
+41%
减持
ADSK
AUTODESK INC
-$1.4M
11,379
-17%
增持
IWF
ISHARES TR
+$1.3M
18,614
+34%
减持
SQ
BLOCK INC
-$1.3M
44,912
-27%
减持
KKR
KKR & CO INC
-$1.3M
32,007
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.3M
39,279
-2%
增持
—
EATON CORP PLC
+$1.3M
19,580
+9%
建仓
—
SKYLINE BLDRS GROUP HLDG LTD
+$1.3M
410,000
增持
AVGO
BROADCOM INC
-$1.2M
90,194
+7%
增持
—
ASML HLDG NV
+$1.2M
2,634
+26%
减持
LRCX
LAM RESEARCH CORP
+$1.2M
34,807
-4%
增持
TWLO
TWILIO INC
+$1.2M
19,989
+121%
建仓
IUSV
ISHARES TR
+$1.2M
11,876
增持
AMAT
APPLIED MATLS INC
+$1.2M
10,098
+16%
减持
MELI
MERCADOLIBRE INC
-$1.2M
1,060
-29%
减持
ABBV
ABBVIE INC
-$1.2M
39,501
-7%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.2M
16,907
+4%
建仓
FIG
FIGMA INC
+$1.1M
53,832
减持
—
SPOTIFY TECHNOLOGY S A
-$1.1M
7,226
-9%
增持
MU
MICRON TECHNOLOGY INC
+$1.1M
10,134
+24%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.1M
12,761
-1%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.1M
12
+20%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.0M
68,056
+39%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.0M
100,843
+64%
减持
DHR
DANAHER CORP DEL
-$1.0M
18,290
-6%
减持
WFC
WELLS FARGO & CO
-$998.6K
56,241
-4%
减持
SNPS
SYNOPSYS INC
-$988.7K
12,800
-1%
清仓
HSBC
HSBC HLDGS PLC
-$974.7K
0
-100%
增持
VUG
VANGUARD INDEX FDS
-$930.1K
24,308
+3%
增持
JPM
JPMORGAN CHASE & CO
-$925.6K
51,740
+3%
减持
ROP
ROPER TECHNOLOGIES INC
-$912.8K
2,656
-36%
减持
PSX
PHILLIPS 66
+$875.5K
18,481
-4%
减持
LIND
LINDBLAD EXPEDITIONS HLDGS I
+$855.4K
297,079
-0%
减持
QCOM
QUALCOMM INC
-$854.6K
18,906
-2%
增持
IWV
ISHARES TR
+$848.0K
7,034
+55%
清仓
SLQD
ISHARES TR
-$819.1K
0
-100%
清仓
PGNY
PROGYNY INC
-$800.3K
0
-100%
减持
ADI
ANALOG DEVICES INC
+$792.2K
18,702
-2%
建仓
IBMT
ISHARES TR
+$790.8K
30,812
增持
GLW
CORNING INC
+$789.9K
8,517
+103%
清仓
B
BARRICK MNG CORP
-$788.3K
0
-100%
增持
IVW
ISHARES TR
-$767.8K
77,313
+0%
减持
CTVA
CORTEVA INC
+$730.4K
58,274
-6%
减持
RUN
SUNRUN INC
-$722.5K
149,090
-0%
建仓
SCCO
SOUTHERN COPPER CORP
+$706.3K
4,105
减持
AMH
AMERICAN HOMES 4 RENT
-$705.6K
77,516
-13%
减持
ADBE
ADOBE INC
-$704.3K
4,290
-14%
增持
IWO
ISHARES TR
+$703.2K
3,296
+222%
建仓
—
SOLENO THERAPEUTICS INC
+$670.5K
20,027
清仓
PML
PIMCO MUN INCOME FD II
-$667.2K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$666.3K
43,966
+10%
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$664.1K
0
-100%
清仓
FXE
INVESCO CURRENCYSHARES EURO
-$650.1K
0
-100%
增持
EAGL
2023 ETF SERIES TRUST
+$645.3K
249,622
+17%
增持
BP
BP PLC
+$643.9K
38,457
+15%
增持
UBER
UBER TECHNOLOGIES INC
+$626.0K
93,519
+25%
增持
IGV
ISHARES TR
-$606.9K
25,116
+1%
增持
MUFG
MITSUBISHI UFJ FINANCIAL GRO
+$595.9K
81,088
+65%
减持
LEU
CENTRUS ENERGY CORP
-$589.0K
5,005
-17%
增持
AXP
AMERICAN EXPRESS CO
-$575.1K
9,144
+1%
减持
NU
NU HLDGS LTD
-$575.1K
94,913
-18%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$571.7K
21,546
+16%
增持
AVUV
AMERICAN CENTY ETF TR
+$565.0K
43,671
+5%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$549.9K
11,937
清仓
DOCU
DOCUSIGN INC
-$549.1K
0
-100%
增持
IEFA
ISHARES TR
+$547.4K
11,845
+102%
增持
RBLX
ROBLOX CORP
-$543.5K
22,736
+1%
增持
GE
GE AEROSPACE
+$542.2K
10,143
+34%
增持
NFLX
NETFLIX INC.
+$533.0K
95,628
+4%
减持
—
ACCENTURE PLC IRELAND
-$531.7K
2,873
-30%
减持
CTAS
CINTAS CORP
-$530.4K
24,375
-1%
增持
—
UBS GROUP AG
+$511.1K
23,946
+163%
减持
SONY
SONY GROUP CORP
-$505.2K
35,180
-27%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$499.3K
4,985
减持
DIS
DISNEY WALT CO
-$495.7K
24,931
-2%
清仓
APH
AMPHENOL CORP NEW
-$488.0K
0
-100%
减持
PGR
PROGRESSIVE CORP
-$478.9K
12,206
-4%
减持
JNJ
JOHNSON & JOHNSON
+$476.2K
21,594
-7%
