Catalyst Private Wealth, LLC 13F 持仓 · 2026年Q2
Catalyst Private Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 82 只证券，申报市值合计 2.07 亿美元。前几大持仓：IVV（13.86%）、ITOT（13.35%）、ALLW（8.16%）。本季前 25 大持仓中：增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $28.7M | 13.86% | 38,317 | 减持 |
| 2 | ITOT | ISHARES TR | $27.7M | 13.35% | 168,335 | 减持 |
| 3 | ALLW | SSGA ACTIVE TR | $16.9M | 8.16% | 577,473 | 增持 |
| 4 | AFRM | AFFIRM HLDGS INC | $10.2M | 4.93% | 125,224 | 增持 |
| 5 | IXUS | ISHARES TR | $9.0M | 4.34% | 94,206 | 减持 |
| 6 | TEAM | ATLASSIAN CORPORATION | $8.3M | 3.99% | 106,088 | 减持 |
| 7 | DASH | DOORDASH INC | $6.4M | 3.11% | 34,871 | 增持 |
| 8 | VXUS | VANGUARD STAR FDS | $6.4M | 3.07% | 74,343 | 减持 |
| 9 | VTV | VANGUARD INDEX FDS | $5.7M | 2.76% | 26,206 | 减持 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $5.3M | 2.56% | 7,106 | 减持 |
| 11 | VUG | VANGUARD INDEX FDS | $5.3M | 2.55% | 61,369 | 增持 |
| 12 | META | META PLATFORMS INC | $4.5M | 2.18% | 8,013 | 增持 |
| 13 | SPYM | SPDR SERIES TRUST | $4.3M | 2.10% | 49,489 | 持平 |
| 14 | ACWI | ISHARES TR | $3.9M | 1.89% | 24,912 | 减持 |
| 15 | AAPL | APPLE INC | $3.7M | 1.80% | 12,846 | 减持 |
| 16 | DFAU | DIMENSIONAL ETF TRUST | $3.5M | 1.67% | 67,068 | 减持 |
| 17 | IUSV | ISHARES TR | $3.5M | 1.67% | 31,393 | 减持 |
| 18 | IOT | SAMSARA INC | $3.3M | 1.57% | 100,271 | 减持 |
| 19 | AMZN | AMAZON COM INC | $2.3M | 1.13% | 9,815 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $2.2M | 1.08% | 11,201 | 减持 |
| 21 | VGLT | VANGUARD SCOTTSDALE FDS | $2.2M | 1.08% | 40,682 | 增持 |
| 22 | VTI | VANGUARD INDEX FDS | $2.2M | 1.04% | 5,847 | 增持 |
| 23 | MSFT | MICROSOFT CORP | $2.1M | 1.03% | 5,745 | 增持 |
| 24 | GOOG | ALPHABET INC | $1.9M | 0.90% | 5,272 | 减持 |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | $1.9M | 0.90% | 16,037 | 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