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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 94 项
建仓 6
增持 55
减持 31
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
SCHV
SCHWAB STRATEGIC TR
+$2.3M
312,957
+27%
增持
OPPE
WISDOMTREE TR
+$1.1M
149,062
+10%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.0M
222,984
+14%
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
BPRE
BLUEROCK PVT REAL ESTATE FD
-$789.8K
222,951
-26%
增持
AAPL
APPLE INC
-$566.6K
34,868
+1%
增持
MSFT
MICROSOFT CORP
-$556.8K
5,504
+3%
增持
VBR
VANGUARD INDEX FDS
+$556.7K
21,401
+11%
增持
CLOI
VANECK ETF TRUST
+$555.8K
60,393
+21%
增持
VB
VANGUARD INDEX FDS
+$502.0K
23,814
+7%
减持
VGT
VANGUARD WORLD FD
-$415.1K
6,202
-1%
建仓
GDX
VANECK ETF TRUST
+$414.6K
4,518
增持
SCHF
SCHWAB STRATEGIC TR
+$410.9K
24,894
+192%
增持
SETM
SPROTT FDS TR
+$387.8K
20,720
+102%
建仓
STIP
ISHARES TR
+$322.2K
3,115
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$269.7K
7,731
-2%
建仓
—
EXXON MOBIL CORP
+$256.6K
1,510
建仓
XLE
SELECT SECTOR SPDR TR
+$253.5K
4,138
建仓
CVX
CHEVRON CORPORATION
+$246.8K
1,190
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$246.4K
122,715
+4%
增持
HEDJ
WISDOMTREE TR
+$235.6K
99,565
+6%
增持
NLR
VANECK ETF TRUST
+$228.0K
18,438
+3%
建仓
IFRA
ISHARES TR
+$220.6K
3,859
清仓
LLY
ELI LILLY & CO
-$217.2K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$217.1K
0
-100%
减持
COWG
PACER FDS TR
-$215.0K
7,816
-43%
减持
VOE
VANGUARD INDEX FDS
-$213.4K
25,410
-8%
减持
VHT
VANGUARD WORLD FD
-$200.2K
6,865
-5%
增持
FNDX
SCHWAB STRATEGIC TR
+$191.4K
144,819
+3%
增持
FNDF
SCHWAB STRATEGIC TR
+$186.5K
43,123
+1%
减持
BRO
BROWN & BROWN INC
-$186.2K
12,762
-0%
减持
IAU
ISHARES GOLD TR
+$185.3K
31,322
-1%
减持
SCHB
SCHWAB STRATEGIC TR
-$158.2K
109,528
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$154.3K
186,486
+8%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$149.0K
9,476
-8%
增持
GOOG
ALPHABET INC
-$138.0K
5,076
+0%
减持
SCHD
SCHWAB STRATEGIC TR
+$134.5K
63,567
-4%
增持
SLV
ISHARES SILVER TR
+$128.0K
24,203
+2%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$128.0K
2,187
-37%
减持
COWZ
PACER FDS TR
-$125.8K
97,984
-6%
增持
PAVE
GLOBAL X FDS
+$119.0K
29,078
+2%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$107.0K
5,449
-10%
减持
NVDA
NVIDIA CORPORATION
-$95.3K
2,708
-11%
增持
META
META PLATFORMS INC
-$86.0K
983
+0%
减持
IYF
ISHARES TR
-$85.8K
3,399
-10%
减持
IVV
ISHARES TR
-$78.2K
483
-16%
增持
AVGO
BROADCOM INC
-$75.6K
2,221
+1%
增持
GOOGL
ALPHABET INC
-$72.9K
2,880
+0%
减持
TSLA
TESLA INC
-$71.9K
634
-7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$69.4K
2,116
-0%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$66.9K
37,235
-3%
增持
NEE
NEXTERA ENERGY INC
+$66.8K
5,089
+1%
减持
XLK
SELECT SECTOR SPDR TR
-$62.4K
3,201
-6%
减持
FXH
FIRST TR EXCHANGE-TRADED FD
-$61.4K
6,111
-5%
增持
HDV
ISHARES TR
+$56.5K
3,185
+3%
增持
COST
COSTCO WHOLESALE CORPORATION
+$55.8K
413
+0%
增持
GLD
SPDR GOLD TR
+$54.0K
1,357
+1%
增持
SMH
VANECK ETF TRUST
+$53.8K
1,283
+5%
增持
DXJ
WISDOMTREE TR
+$50.1K
3,055
+1%
增持
ITA
ISHARES TR
+$49.5K
2,939
+6%
减持
ABBV
ABBVIE INC
-$48.8K
1,537
-8%
增持
IJH
ISHARES TR
+$48.0K
17,917
+2%
减持
VV
VANGUARD INDEX FDS
-$45.8K
2,086
-2%
增持
VTI
VANGUARD INDEX FDS
-$45.6K
3,716
+1%
增持
SDOG
ALPS ETF TR
+$45.5K
6,645
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$41.5K
906
+4%
增持
DFUS
DIMENSIONAL ETF TRUST
-$41.1K
13,409
+0%
减持
QQQ
INVESCO QQQ TR
-$39.9K
840
-2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$38.1K
17,813
-3%
增持
JPM
JPMORGAN CHASE & CO
-$35.2K
1,284
+0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$34.6K
16,988
+0%
增持
WMT
WALMART INC
+$33.1K
2,535
+0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$27.6K
4,780
+3%
减持
ITB
ISHARES TR
-$24.4K
2,869
-3%
增持
VPU
VANGUARD WORLD FD
+$21.7K
1,475
+1%
减持
DFAS
DIMENSIONAL ETF TRUST
-$20.8K
15,977
-4%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$18.8K
1,601
+2%
减持
RWJ
INVESCO EXCH TRADED FD TR II
+$16.7K
20,358
-2%
增持
VO
VANGUARD INDEX FDS
+$15.3K
1,010
+7%
增持
DFAT
DIMENSIONAL ETF TRUST
+$15.2K
4,891
+0%
减持
VTV
VANGUARD INDEX FDS
+$15.1K
3,126
-0%
增持
SLYV
SPDR SERIES TRUST
+$13.8K
2,268
+3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$13.7K
5,523
+0%
减持
VYM
VANGUARD WHITEHALL FDS
+$12.2K
3,112
-0%
增持
GPIQ
GOLDMAN SACHS ETF TR
-$11.3K
4,887
+2%
增持
IWD
ISHARES TR
+$6.9K
1,670
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$6.1K
9,658
+0%
增持
MKL
MARKEL GROUP INC
-$5.6K
142
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$5.4K
1,319
+0%
增持
WTV
WISDOMTREE TR
+$5.3K
2,855
+0%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$5.0K
512
+3%
增持
EZM
WISDOMTREE TR
+$4.8K
8,173
+0%
增持
HIG
HARTFORD INSURANCE GROUP INC
-$4.3K
1,771
+0%
增持
QTUM
ETF SER SOLUTIONS
-$4.0K
18,899
+2%
增持
BRHY
BLACKROCK ETF TRUST II
-$3.8K
6,037
+1%
