Catalyst Financial Partners LLC 13F 持仓 · 2026年Q2
Catalyst Financial Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 416 只证券，申报市值合计 10.08 亿美元。前几大持仓：IVV（14.47%）、IEFA（8.28%）、STT（3.82%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $145.9M | 14.47% | 194,787 | 减持 |
| 2 | IEFA | ISHARES TR | $83.5M | 8.28% | 864,303 | 增持 |
| 3 | STT | STATE STR CORP | $38.5M | 3.82% | 227,190 | 增持 |
| 4 | AAPL | APPLE INC | $37.5M | 3.72% | 129,671 | 增持 |
| 5 | IJH | ISHARES TR | $32.6M | 3.23% | 422,669 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $32.5M | 3.23% | 162,620 | 增持 |
| 7 | IJR | ISHARES TR | $30.7M | 3.04% | 206,827 | 减持 |
| 8 | AGG | ISHARES TR | $29.5M | 2.92% | 297,735 | 增持 |
| 9 | IEMG | ISHARES INC | $25.7M | 2.55% | 310,449 | 增持 |
| 10 | HTRB | HARTFORD FDS EXCHANGE TRADED | $25.3M | 2.51% | 750,389 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $19.9M | 1.97% | 53,233 | 增持 |
| 12 | AMZN | AMAZON COM INC | $17.1M | 1.70% | 71,904 | 增持 |
| 13 | GOOGL | ALPHABET INC | $16.2M | 1.61% | 45,380 | 增持 |
| 14 | SMMD | ISHARES TR | $15.8M | 1.57% | 172,778 | 增持 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $15.2M | 1.51% | 20,371 | 减持 |
| 16 | GOOG | ALPHABET INC | $13.3M | 1.32% | 37,552 | 增持 |
| 17 | ACWI | ISHARES TR | $12.9M | 1.28% | 82,074 | 增持 |
| 18 | AVGO | BROADCOM INC | $11.9M | 1.18% | 31,457 | 增持 |
| 19 | MUB | ISHARES TR | $9.5M | 0.94% | 88,234 | 增持 |
| 20 | MU | MICRON TECHNOLOGY INC | $8.8M | 0.88% | 7,662 | 增持 |
| 21 | META | META PLATFORMS INC | $8.0M | 0.79% | 14,209 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $7.8M | 0.77% | 23,719 | 增持 |
| 23 | LLY | ELI LILLY & CO | $7.7M | 0.77% | 6,449 | 增持 |
| 24 | UFPT | UFP TECHNOLOGIES INC | $7.0M | 0.70% | 26,457 | 减持 |
| 25 | JNJ | JOHNSON & JOHNSON | $6.3M | 0.63% | 24,867 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR