Catalyst Wealth Management, LLC 13F 持仓 · 最近申报 2023年Q1
Catalyst Wealth Management 在 2023年Q1（报告期截至 2023-03-31）的 SEC 13F 申报中报告了 120 只证券，申报市值合计 1.07 亿美元。前几大持仓：AAPL（3.05%）、MSFT（2.76%）、FVD（2.40%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $3.3M | 3.05% | 19,721 | 增持 |
| 2 | MSFT | MICROSOFT CORP | $2.9M | 2.76% | 10,229 | 增持 |
| 3 | FVD | FIRST TR VALUE LINE DIVID IN | $2.6M | 2.40% | 63,850 | 减持 |
| 4 | FTCS | FIRST TR EXCHANGE-TRADED FD | $2.4M | 2.28% | 33,370 | 增持 |
| 5 | RDVY | FIRST TR EXCHANGE-TRADED FD | $2.2M | 2.07% | 49,215 | 减持 |
| 6 | COWZ | PACER FDS TR | $2.1M | 1.97% | 44,801 | 减持 |
| 7 | XLE | SELECT SECTOR SPDR TR | $2.0M | 1.86% | 23,953 | 减持 |
| 8 | BUFD | FIRST TR EXCHNG TRADED FD VI | $1.9M | 1.81% | 94,632 | 减持 |
| 9 | MA | MASTERCARD INCORPORATED | $1.8M | 1.71% | 5,017 | 增持 |
| 10 | FAAR | FIRST TR EXCHANGE TRAD FD VI | $1.8M | 1.70% | 61,010 | 减持 |
| 11 | ACN | ACCENTURE PLC IRELAND | $1.8M | 1.66% | 6,195 | 增持 |
| 12 | PEP | PEPSICO INC | $1.7M | 1.63% | 9,517 | 增持 |
| 13 | TXN | TEXAS INSTRS INC | $1.7M | 1.55% | 8,898 | 增持 |
| 14 | WMT | WALMART INC | $1.7M | 1.55% | 11,200 | 增持 |
| 15 | PG | PROCTER AND GAMBLE CO | $1.6M | 1.49% | 10,663 | 增持 |
| 16 | GS | GOLDMAN SACHS GROUP INC | $1.6M | 1.46% | 4,777 | 增持 |
| 17 | FTSM | FIRST TR EXCHANGE-TRADED FD | $1.5M | 1.43% | 25,677 | 减持 |
| 18 | FXH | FIRST TR EXCHANGE TRADED FD | $1.5M | 1.43% | 14,159 | 减持 |
| 19 | GD | GENERAL DYNAMICS CORP | $1.5M | 1.40% | 6,549 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $1.5M | 1.40% | 5,361 | 增持 |
| 21 | AFL | AFLAC INC | $1.5M | 1.38% | 22,793 | 增持 |
| 22 | OMC | OMNICOM GROUP INC | $1.5M | 1.37% | 15,465 | 增持 |
| 23 | CB | CHUBB LIMITED | $1.5M | 1.36% | 7,472 | 增持 |
| 24 | MINV | MATTHEWS ASIA FDS | $1.4M | 1.36% | 58,415 | 增持 |
| 25 | XLF | SELECT SECTOR SPDR TR | $1.4M | 1.34% | 44,482 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-03-31
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