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CATHY PARETO & ASSOCIATES, INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CATHY PARETO & ASSOCIATES, INC
报告期 2026-03-31 · CIK 0002045974
持仓数
96
前50大市值合计
$133.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 84 项
建仓 7
增持 38
减持 38
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$1.2M
35,614
-7%
减持
CALF
PACER FDS TR
-$947.7K
22,255
-54%
增持
VGT
VANGUARD WORLD FD
+$870.4K
6,703
+2%
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
HEDJ
WISDOMTREE TR
+$854.4K
94,931
+21%
增持
QTUM
ETF SER SOLUTIONS
+$776.2K
11,337
+219%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$738.4K
123,787
+13%
增持
NLR
VANECK ETF TRUST
+$691.6K
8,875
+120%
减持
MSFT
MICROSOFT CORP
+$570.9K
5,297
-4%
增持
SCHX
SCHWAB STRATEGIC TR
+$542.7K
170,824
+4%
增持
SCHV
SCHWAB STRATEGIC TR
+$507.7K
192,841
+6%
增持
SCHM
SCHWAB STRATEGIC TR
+$504.3K
178,864
+4%
增持
SCHB
SCHWAB STRATEGIC TR
+$468.9K
116,354
+9%
增持
OPPE
WISDOMTREE TR
+$452.8K
87,173
+2%
减持
COWZ
PACER FDS TR
-$396.1K
132,732
-6%
增持
FNDF
SCHWAB STRATEGIC TR
+$363.7K
42,196
+15%
增持
CLOI
VANECK ETF TRUST
+$318.9K
20,916
+40%
清仓
—
TRANE TECHNOLOGIES PLC
-$283.2K
0
-100%
建仓
BRHY
BLACKROCK ETF TRUST II
+$279.9K
5,400
建仓
VPU
VANGUARD WORLD FD
+$256.3K
1,452
建仓
SCHA
SCHWAB STRATEGIC TR
+$256.0K
10,118
增持
AVGO
BROADCOM INC
+$244.7K
2,258
+0%
减持
NFLX
NETFLIX INC
+$225.3K
600
-3%
减持
VB
VANGUARD INDEX FDS
+$222.3K
24,247
-3%
建仓
TSLA
TESLA INC
+$217.9K
686
建仓
XLI
SELECT SECTOR SPDR TR
+$214.2K
1,452
建仓
—
SPOTIFY TECHNOLOGY S A
+$209.5K
273
建仓
SLYV
SPDR SERIES TRUST
+$202.6K
2,539
增持
PAVE
GLOBAL X FDS
+$195.0K
25,995
+5%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$179.8K
20,503
-22%
减持
DFUV
DIMENSIONAL ETF TRUST
-$169.7K
17,056
-21%
增持
DFUS
DIMENSIONAL ETF TRUST
+$151.0K
12,604
+10%
增持
IJH
ISHARES TR
+$147.2K
13,619
+14%
增持
ITA
ISHARES TR
+$130.1K
2,388
+14%
减持
VHT
VANGUARD WORLD FD
-$127.9K
7,091
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$120.3K
21,547
+11%
减持
VBR
VANGUARD INDEX FDS
-$114.2K
19,416
-7%
增持
VYM
VANGUARD WHITEHALL FDS
+$108.9K
2,395
+47%
减持
NVDA
NVIDIA CORPORATION
+$108.6K
2,699
-8%
减持
AMZN
AMAZON COM INC
-$107.2K
10,167
-17%
减持
META
META PLATFORMS INC
+$104.5K
917
-8%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$91.2K
7,518
-6%
增持
QQQ
INVESCO QQQ TR
+$89.2K
822
+6%
减持
XLK
SELECT SECTOR SPDR TR
+$87.2K
1,876
-0%
增持
SLV
ISHARES SILVER TR
+$85.1K
14,720
+15%
减持
VTI
VANGUARD INDEX FDS
+$83.0K
2,980
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$81.9K
4,821
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$81.8K
7,903
+7%
减持
EZM
WISDOMTREE TR
-$77.2K
8,186
-16%
减持
WTV
WISDOMTREE TR
-$73.3K
4,090
-21%
减持
FNDX
SCHWAB STRATEGIC TR
+$70.5K
130,518
-2%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$67.2K
7,099
-8%
增持
COWG
PACER FDS TR
+$62.8K
12,044
+3%
增持
GOOGL
ALPHABET INC
+$62.7K
2,622
+1%
减持
IAU
ISHARES GOLD TR
+$60.9K
30,425
-2%
减持
VV
VANGUARD INDEX FDS
+$60.8K
2,258
-1%
减持
VOE
VANGUARD INDEX FDS
+$59.9K
27,670
-1%
减持
DFAS
DIMENSIONAL ETF TRUST
+$57.1K
16,128
-1%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$53.6K
5,189
-16%
增持
IWD
ISHARES TR
+$51.6K
2,024
+12%
减持
ITB
ISHARES TR
-$45.0K
3,025
-12%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$42.3K
38,113
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$42.1K
699
+0%
增持
ABBV
ABBVIE INC
-$38.0K
1,708
+1%
增持
MKL
MARKEL GROUP INC
+$35.4K
131
+8%
减持
GOOG
ALPHABET INC
+$32.4K
5,045
-9%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$30.8K
6,191
-13%
减持
DXJ
WISDOMTREE TR
-$29.0K
3,304
-10%
减持
IYF
ISHARES TR
-$28.9K
3,586
-12%
增持
VO
VANGUARD INDEX FDS
+$28.4K
913
+4%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$28.1K
4,599
+2%
增持
WMT
WALMART INC
+$26.0K
2,505
+1%
减持
VTV
VANGUARD INDEX FDS
-$25.5K
3,248
-6%
减持
BX
BLACKSTONE INC
-$19.8K
1,363
-15%
减持
PG
PROCTER AND GAMBLE CO
-$19.5K
1,328
-2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$13.1K
4,833
+0%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$11.0K
1,307
-1%
减持
IVV
ISHARES TR
+$9.7K
563
-7%
减持
NEE
NEXTERA ENERGY INC
-$8.8K
5,336
-0%
增持
HDV
ISHARES TR
-$7.5K
3,049
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$6.4K
1,256
-14%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$6.4K
1,749
+0%
增持
SCHD
SCHWAB STRATEGIC TR
-$2.3K
68,307
+5%
减持
GLD
SPDR GOLD TR
-$2.2K
1,337
-6%
增持
SDOG
ALPS ETF TR
+$510
7,068
+1%
