Catalyst Investment Management LLC 13F 持仓 · 2026年Q2
Catalyst Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 1.10 亿美元。前几大持仓：BOND（8.40%）、VYM（5.78%）、TDIV（5.61%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BOND | PIMCO ETF TR | $9.3M | 8.40% | 100,438 | 增持 |
| 2 | VYM | VANGUARD WHITEHALL FDS | $6.4M | 5.78% | 40,298 | 增持 |
| 3 | TDIV | FIRST TR EXCHANGE TRADED FD | $6.2M | 5.61% | 53,785 | 增持 |
| 4 | VT | VANGUARD INTL EQUITY INDEX F | $6.2M | 5.60% | 39,295 | 增持 |
| 5 | IXUS | ISHARES TR | $5.6M | 5.08% | 58,712 | 增持 |
| 6 | PYLD | PIMCO ETF TR | $5.4M | 4.90% | 203,817 | 增持 |
| 7 | IQDG | WISDOMTREE TR | $5.2M | 4.75% | 121,530 | 增持 |
| 8 | SDVY | FIRST TR EXCHANGE TRADED FD | $5.0M | 4.54% | 115,902 | 增持 |
| 9 | EMXC | ISHARES INC | $4.1M | 3.73% | 40,235 | 减持 |
| 10 | DHS | WISDOMTREE TR | $4.0M | 3.66% | 35,494 | 增持 |
| 11 | GOVT | ISHARES TR | $3.4M | 3.09% | 149,442 | 增持 |
| 12 | QLTA | ISHARES TR | $3.2M | 2.88% | 66,896 | 减持 |
| 13 | ALLW | SSGA ACTIVE TR | $2.9M | 2.66% | 100,217 | 增持 |
| 14 | RDVY | FIRST TR EXCHANGE TRADED FD | $2.8M | 2.58% | 35,071 | 增持 |
| 15 | GNR | SPDR INDEX SHS FDS | $2.6M | 2.36% | 38,650 | 增持 |
| 16 | FYX | FIRST TR EXCHANGE-TRADED ALP | $2.5M | 2.30% | 17,580 | 增持 |
| 17 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $2.2M | 1.98% | 55,675 | 增持 |
| 18 | AAPL | APPLE INC | $1.8M | 1.61% | 6,143 | 增持 |
| 19 | FNDE | SCHWAB STRATEGIC TR | $1.6M | 1.47% | 40,773 | 增持 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $1.6M | 1.41% | 2,077 | 减持 |
| 21 | SCHD | SCHWAB STRATEGIC TR | $1.5M | 1.32% | 45,839 | 增持 |
| 22 | SCHK | SCHWAB STRATEGIC TR | $1.3M | 1.21% | 36,986 | 增持 |
| 23 | NVDA | NVIDIA CORPORATION | $1.3M | 1.14% | 6,292 | 增持 |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $1.2M | 1.05% | 4,878 | 增持 |
| 25 | IXN | ISHARES TR | $1.1M | 0.96% | 7,292 | 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