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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 85 项
建仓 4
增持 43
减持 36
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$4.5M
299,533
增持
SCHV
SCHWAB STRATEGIC TR
+$1.4M
245,780
+21%
增持
OPPE
WISDOMTREE TR
+$1.1M
135,153
+13%
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
CLOI
VANECK ETF TRUST
+$1.1M
49,743
+70%
减持
COWZ
PACER FDS TR
-$866.8K
103,956
-16%
增持
SLV
ISHARES SILVER TR
+$768.8K
23,613
+33%
减持
AAPL
APPLE INC
+$511.6K
34,629
-1%
增持
HEDJ
WISDOMTREE TR
+$433.3K
93,693
+4%
增持
FNDX
SCHWAB STRATEGIC TR
+$387.7K
141,190
+8%
增持
IAU
ISHARES GOLD TR
+$374.9K
31,717
+5%
增持
GOOG
ALPHABET INC
+$359.5K
5,073
+0%
清仓
CALF
PACER FDS TR
-$358.6K
0
-100%
减持
VOE
VANGUARD INDEX FDS
-$343.4K
27,599
-8%
增持
VTI
VANGUARD INDEX FDS
+$315.5K
3,689
+31%
增持
QTUM
ETF SER SOLUTIONS
+$302.3K
18,523
+12%
建仓
SETM
SPROTT FDS TR
+$297.6K
10,281
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$296.4K
10,333
+210%
增持
VHT
VANGUARD WORLD FD
+$268.3K
7,190
+4%
增持
NLR
VANECK ETF TRUST
+$264.6K
17,933
+24%
建仓
LLY
ELI LILLY & CO
+$217.2K
202
建仓
SCHF
SCHWAB STRATEGIC TR
+$205.3K
8,539
清仓
BX
BLACKSTONE INC
-$203.9K
0
-100%
增持
GOOGL
ALPHABET INC
+$201.5K
2,879
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$179.0K
18,305
-15%
增持
SCHM
SCHWAB STRATEGIC TR
+$175.1K
195,502
+2%
增持
FNDF
SCHWAB STRATEGIC TR
+$142.8K
42,537
+3%
减持
VGT
VANGUARD WORLD FD
-$141.9K
6,289
-4%
增持
SCHX
SCHWAB STRATEGIC TR
+$128.9K
171,950
+1%
增持
NFLX
NETFLIX INC
-$121.4K
6,429
+964%
增持
SMH
VANECK ETF TRUST
+$115.1K
1,217
+23%
减持
AMZN
AMAZON COM INC
+$108.9K
10,167
-0%
增持
IJH
ISHARES TR
+$104.9K
17,604
+9%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$101.9K
3,457
-20%
增持
VYM
VANGUARD WHITEHALL FDS
+$92.6K
3,126
+24%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$68.7K
38,470
+4%
减持
SCHD
SCHWAB STRATEGIC TR
-$65.7K
66,194
-4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$65.1K
7,906
+2%
增持
META
META PLATFORMS INC
-$57.8K
982
+2%
减持
SPY
SPDR S&P 500 ETF TR
-$57.8K
496
-16%
减持
VUG
VANGUARD INDEX FDS
-$44.8K
445
-18%
增持
DFUS
DIMENSIONAL ETF TRUST
+$44.0K
13,375
+2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$43.1K
117,893
-0%
增持
PAVE
GLOBAL X FDS
+$40.3K
28,405
+3%
减持
SCHB
SCHWAB STRATEGIC TR
+$39.7K
110,840
-1%
减持
VB
VANGUARD INDEX FDS
+$36.5K
22,231
-1%
增持
ITA
ISHARES TR
+$35.9K
2,764
+4%
增持
QQQ
INVESCO QQQ TR
+$35.4K
855
+5%
减持
ITB
ISHARES TR
-$35.0K
2,952
-1%
减持
VBR
VANGUARD INDEX FDS
-$32.6K
19,325
-2%
减持
SDOG
ALPS ETF TR
-$32.0K
6,394
-8%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$28.5K
4,645
-4%
减持
MKL
MARKEL GROUP INC
+$26.9K
129
-2%
增持
XLK
SELECT SECTOR SPDR TR
-$26.0K
3,388
+86%
减持
SLYV
SPDR SERIES TRUST
-$24.2K
2,206
-13%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$24.0K
20,750
-3%
减持
DFUV
DIMENSIONAL ETF TRUST
+$23.0K
16,927
-1%
减持
ABBV
ABBVIE INC
-$21.3K
1,675
-4%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$21.3K
1,574
+9%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$19.0K
2,117
-2%
增持
VTV
VANGUARD INDEX FDS
+$17.2K
3,132
+1%
减持
AVGO
BROADCOM INC
+$16.3K
2,205
-3%
减持
DXJ
WISDOMTREE TR
+$15.1K
3,012
-8%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$14.2K
6,026
-11%
增持
IWD
ISHARES TR
+$12.9K
1,664
+0%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$12.8K
5,512
-5%
增持
IYF
ISHARES TR
+$10.7K
3,763
+0%
增持
WTV
WISDOMTREE TR
+$10.5K
2,842
+2%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$8.7K
1,770
+0%
减持
NEE
NEXTERA ENERGY INC
+$8.5K
5,057
-4%
减持
JPM
JPMORGAN CHASE & CO.
+$7.8K
1,278
-0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$7.6K
4,875
+0%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$7.0K
4,787
+2%
减持
IVV
ISHARES TR
+$7.0K
575
-1%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$6.7K
6,426
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$6.1K
1,315
+0%
减持
NVDA
NVIDIA CORPORATION
-$5.8K
3,043
-1%
减持
SCHA
SCHWAB STRATEGIC TR
-$5.8K
9,649
-4%
增持
VPU
VANGUARD WORLD FD
-$5.7K
1,463
+0%
减持
VV
VANGUARD INDEX FDS
-$5.6K
2,125
-3%
减持
DFAS
DIMENSIONAL ETF TRUST
+$4.4K
16,610
-1%
增持
COWG
PACER FDS TR
-$3.9K
13,597
+2%
减持
EZM
WISDOMTREE TR
+$3.6K
8,153
-1%
增持
BRHY
BLACKROCK ETF TRUST II
-$1.5K
5,996
+1%
增持
VO
VANGUARD INDEX FDS
-$1.4K
947
+1%
增持
HDV
ISHARES TR
+$211
3,090
+1%
