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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 90 项
建仓 5
增持 44
减持 38
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
OPPE
WISDOMTREE TR
+$1.8M
119,752
+37%
减持
AAPL
APPLE INC
+$1.6M
34,963
-2%
增持
NLR
VANECK ETF TRUST
+$975.9K
14,468
+63%
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
QTUM
ETF SER SOLUTIONS
+$688.1K
16,480
+45%
增持
VOE
VANGUARD INDEX FDS
+$688.1K
30,008
+8%
增持
SCHM
SCHWAB STRATEGIC TR
+$686.5K
192,430
+8%
增持
SCHV
SCHWAB STRATEGIC TR
+$562.2K
202,609
+5%
减持
CALF
PACER FDS TR
-$527.5K
8,190
-63%
增持
CLOI
VANECK ETF TRUST
+$445.7K
29,250
+40%
减持
VGT
VANGUARD WORLD FD
+$437.2K
6,540
-2%
增持
VBR
VANGUARD INDEX FDS
+$339.0K
19,766
+2%
增持
GOOG
ALPHABET INC
+$337.4K
5,060
+0%
减持
SCHX
SCHWAB STRATEGIC TR
+$323.4K
170,778
-0%
建仓
SMH
VANECK ETF TRUST
+$323.3K
990
减持
IAU
ISHARES GOLD TR
+$302.7K
30,227
-1%
增持
SLV
ISHARES SILVER TR
+$269.4K
17,757
+21%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$266.2K
118,416
-4%
增持
FNDX
SCHWAB STRATEGIC TR
+$251.2K
131,335
+1%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$243.3K
871
增持
GOOGL
ALPHABET INC
+$237.4K
2,877
+10%
建仓
PPA
INVESCO EXCHANGE TRADED FD T
+$225.3K
1,449
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$216.6K
3,333
增持
BRO
BROWN & BROWN INC
-$216.4K
12,777
+0%
清仓
XLI
SELECT SECTOR SPDR TR
-$214.2K
0
-100%
增持
IJH
ISHARES TR
+$212.3K
16,196
+19%
清仓
PG
PROCTER AND GAMBLE CO
-$211.6K
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$209.5K
0
-100%
建仓
ACWI
ISHARES TR
+$204.2K
1,477
减持
COWZ
PACER FDS TR
-$191.6K
123,923
-7%
增持
PAVE
GLOBAL X FDS
+$184.3K
27,655
+6%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$147.4K
21,428
+5%
增持
NVDA
NVIDIA CORPORATION
+$147.0K
3,073
+14%
增持
MSFT
MICROSOFT CORP
+$143.2K
5,363
+1%
增持
DFAS
DIMENSIONAL ETF TRUST
+$125.3K
16,839
+4%
增持
AVGO
BROADCOM INC
+$124.3K
2,264
+0%
增持
ITA
ISHARES TR
+$106.9K
2,664
+12%
增持
DFUS
DIMENSIONAL ETF TRUST
+$103.2K
13,086
+4%
减持
WTV
WISDOMTREE TR
-$98.7K
2,799
-32%
减持
SCHB
SCHWAB STRATEGIC TR
+$94.9K
111,537
-4%
减持
FNDF
SCHWAB STRATEGIC TR
+$91.6K
41,441
-2%
增持
ABBV
ABBVIE INC
+$87.4K
1,746
+2%
减持
TSLA
TESLA INC
+$86.3K
684
-0%
增持
NFLX
NETFLIX INC
-$79.3K
604
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$71.3K
68,915
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$69.8K
7,775
-2%
增持
COWG
PACER FDS TR
+$59.8K
13,296
+10%
减持
IWD
ISHARES TR
-$55.9K
1,656
-18%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$53.9K
4,343
-16%
减持
VUG
VANGUARD INDEX FDS
-$51.7K
546
-24%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$48.5K
6,770
-10%
减持
VB
VANGUARD INDEX FDS
-$48.0K
22,409
-8%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$46.5K
37,115
-3%
增持
DFUV
DIMENSIONAL ETF TRUST
+$44.5K
17,131
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$42.2K
4,841
+0%
减持
DXJ
WISDOMTREE TR
+$41.6K
3,274
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$41.2K
2,167
-17%
增持
IYF
ISHARES TR
+$40.9K
3,747
+4%
减持
VHT
VANGUARD WORLD FD
+$40.6K
6,939
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$40.2K
1,281
+2%
减持
XLK
SELECT SECTOR SPDR TR
+$38.5K
1,822
-3%
减持
ITB
ISHARES TR
+$37.4K
2,977
-2%
增持
IVV
ISHARES TR
+$37.1K
578
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$36.7K
2,526
+5%
减持
QQQ
INVESCO QQQ TR
+$36.3K
815
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$36.3K
594
-15%
增持
EZM
WISDOMTREE TR
+$35.3K
8,208
+0%
减持
VV
VANGUARD INDEX FDS
+$30.5K
2,191
-3%
增持
BRHY
BLACKROCK ETF TRUST II
+$30.1K
5,931
+10%
减持
HEDJ
WISDOMTREE TR
-$30.1K
90,040
-5%
增持
META
META PLATFORMS INC
+$29.3K
961
+5%
减持
COST
COSTCO WHSL CORP NEW
-$29.3K
412
-1%
减持
NEE
NEXTERA ENERGY INC
+$27.0K
5,264
-1%
减持
SCHA
SCHWAB STRATEGIC TR
+$24.6K
10,057
-1%
减持
SLYV
SPDR SERIES TRUST
+$22.3K
2,537
-0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$21.9K
4,856
+0%
增持
VO
VANGUARD INDEX FDS
+$20.8K
940
+3%
增持
VPU
VANGUARD WORLD FD
+$20.1K
1,459
+0%
增持
HDV
ISHARES TR
+$18.3K
3,067
+1%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$17.0K
4,691
+2%
增持
WMT
WALMART INC
+$16.0K
2,530
+1%
减持
VTI
VANGUARD INDEX FDS
+$15.7K
2,807
-6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$15.5K
1,311
+0%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$13.2K
1,763
+1%
减持
SDOG
ALPS ETF TR
+$12.4K
6,952
-2%
增持
AMZN
AMAZON COM INC
+$7.3K
10,192
+0%
减持
VTV
VANGUARD INDEX FDS
+$6.9K
3,115
-4%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$3.6K
5,793
-6%
减持
FXH
FIRST TR EXCHANGE TRADED FD
+$2.2K
6,731
-5%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.8K
21,484
-0%
减持
BX
BLACKSTONE INC
-$330
1,193
-12%
