13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001927537
申报总市值
US$10.1亿
US$10.1亿
370 檔
29.0%
在 Q1 2026 申报期间，Catalyst Financial Partners LLC（CIK: 0001927537）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$10.1亿，共持有 370 个公开申报仓位。
在 Q1 2026，Catalyst Financial Partners LLC 操作展现出积极扩展与加仓意向。本季共新建仓 68 个新仓位，并对 93 个既有持股进行加仓（合计增持 161 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Catalyst Financial Partners LLC 的前 5 大核心持股（包含 IVV, IEFA, AAPL 等）合计占整体申报市值的 29.0%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 370 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 15.51% | -1.04% | +5.44% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 8.62% | -0.34% | +9.41% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.68% | +0.04% | +9.04% | |
| 4 | STT | State Street CORP | 股票-金融 | 3.39% | +0.43% | -78.23% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.31% | -0.08% | -4.37% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.29% | -0.06% | +11.88% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.21% | -0.29% | +8.96% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.17% | -0.13% | -7.73% | |
| 9 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 2.83% | -0.32% | +8.41% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | -0.25% | +6.61% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.17% | +0.38% | +7.92% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.61% | +0.09% | +11.60% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.57% | -0.06% | -24.58% | |
| 14 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.48% | +0.09% | +28.02% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.41% | +0.20% | +15.38% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.22% | +0.10% | +2.48% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.09% | +0.09% | +14.47% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.09% | +0.19% | +70.70% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.06% | -0.12% | +4.89% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.83% | -0.04% | +11.56% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.02% | +2.20% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.29% | +16.86% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.74% | -0.11% | +6.44% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | -0.08% | +8.38% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.64% | +0.13% | +8.65% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | -0.06% | — | |
| 27 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 0.61% | — | +27.29% | |
| 28 | UFPT | Ufp Technologies Inc | 股票-其他 | 0.60% | +0.10% | -0.01% | |
| 29 | TSLA | Tesla Inc | 股票-周期性消费 | 0.59% | -0.03% | +3.52% | |
| 30 | WMT | Walmart Inc | 股票-非周期性消费 | 0.52% | -0.15% | +14.97% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.02% | +28.62% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | +0.05% | +11.12% | |
| 33 | CGGO | Cap Group Global Growth | ETF-其他 | 0.45% | +0.05% | +8.95% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.43% | -0.10% | +43.82% | |
| 35 | CAT | Caterpillar Inc | 股票-工业 | 0.42% | +0.11% | +2.96% | |
| 36 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.42% | -0.04% | +14.75% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.40% | -0.18% | +31.28% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.39% | -0.09% | +0.96% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.35% | +0.02% | +10.27% | |
| 40 | NFLX | Netflix Inc | 股票-通信服务 | 0.34% | -0.12% | +26.39% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.34% | -0.02% | +6.42% | |
| 42 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.33% | -0.02% | +30.24% | |
| 43 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.33% | -0.02% | +1.86% | |
| 44 | AMAT | Applied Materials Inc | 股票-科技 | 0.31% | +0.24% | +21.21% | |
| 45 | PM | Philip Morris International | 股票-非周期性消费 | 0.30% | -0.02% | +2.60% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.30% | +0.12% | +16.34% | |
| 47 | RTX | Rtx CORP | 股票-工业 | 0.29% | -0.05% | +6.29% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.29% | +0.59% | +17.19% | |
| 49 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.27% | -0.01% | +9.25% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | +0.01% | +10.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +1.3% | +9.41% | 加仓 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.9% | +5.44% | 加仓 |
| 3 | ACWI | Ishares Msci Acwi ETF | +0.5% | +70.70% | 加仓 |
| 4 | SMMD | Ishares Russell 2500 ETF | +0.4% | +28.02% | 加仓 |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.4% | +8.96% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +16.86% | 加仓 |
| 7 | IEMG | Ishares Core Msci Emerging | +0.3% | +7.92% | 加仓 |
| 8 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.3% | +8.41% | 加仓 |
| 9 | NVDA | Nvidia CORP | +0.3% | +11.88% | 加仓 |
| 10 | AAPL | Apple Inc | +0.3% | +9.04% | 加仓 |
| 11 | RLY | Ss Multi-asset Real Ret ETF | +0.2% | +27.29% | 加仓 |
| 12 | CVX | Chevron CORP | +0.2% | +31.28% | 加仓 |
| 13 | COST | Costco Wholesale CORP | +0.2% | +43.82% | 加仓 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +6.44% | 加仓 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +15.38% | 加仓 |
| 16 | WMT | Walmart Inc | +0.1% | +14.97% | 加仓 |
| 17 | AMAT | Applied Materials Inc | +0.1% | +21.21% | 加仓 |
| 18 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -4.37% | 减仓 |
| 19 | CAT | Caterpillar Inc | +0.1% | +2.96% | 加仓 |
| 20 | GEV | GE Vernova Inc | +0.1% | +22.69% | 加仓 |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +30.24% | 加仓 |
| 22 | MUB | Ishares National Muni Bond E | +0.1% | +4.89% | 加仓 |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +291.48% | 加仓 |
| 24 | MU | Micron Technology Inc | +0.1% | +17.19% | 加仓 |
| 25 | NFLX | Netflix Inc | +0.1% | +26.39% | 加仓 |
| 26 | CME | Cme Group Inc | +0.1% | +105.01% | 加仓 |
| 27 | AVGO | Broadcom Inc | +0.1% | +14.47% | 加仓 |
| 28 | DUK | Duke Energy CORP | +0.1% | +73.80% | 加仓 |
| 29 | COP | Conocophillips | +0.1% | +10.54% | 加仓 |
| 30 | GD | General Dynamics CORP | +0.1% | +78.16% | 加仓 |
| 31 | V | Visa Inc-class A Shares | +0.1% | +28.62% | 加仓 |
| 32 | LRCX | Lam Research CORP | +0.1% | +22.79% | 加仓 |
| 33 | PGR | Progressive CORP | +0.1% | +67.73% | 加仓 |
| 34 | MRK | Merck & Co. Inc. | +0.1% | +9.25% | 加仓 |
| 35 | LIN | Linde plc | +0.1% | +28.93% | 加仓 |
| 36 | TJX | Tjx Companies Inc | +0.1% | +27.71% | 加仓 |
| 37 | KO | Coca-cola Co/the | +0.1% | +15.07% | 加仓 |
| 38 | KLAC | Kla CORP | +0.1% | +17.81% | 加仓 |
| 39 | T | At&t Inc | +0.1% | +27.98% | 加仓 |
| 40 | INTC | Intel CORP | +0.1% | +9.25% | 加仓 |
| 41 | CSCO | Cisco Systems Inc | +0.1% | +16.34% | 加仓 |
| 42 | ABBV | Abbvie Inc | +0.1% | +14.75% | 加仓 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +8.38% | 加仓 |
| 44 | FTNT | Fortinet Inc | +0.1% | +83.68% | 加仓 |
| 45 | GLW | Corning Inc | +0.1% | -12.55% | 减仓 |
| 46 | VZ | Verizon Communications Inc | +0.1% | +11.40% | 加仓 |
| 47 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +10.27% | 加仓 |
| 48 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +11.12% | 加仓 |
| 49 | IJR | Ishares Core S&p Small-cap E | 0% | -7.73% | 减仓 |
| 50 | FAST | Fastenal Co | 0% | +51.33% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Catalyst Financial Partners LLC 在 Q1 2026 季度的美股持仓总市值约为 US$10.1亿，共申报了 370 个公开持股仓位。
在 Q1 2026 季度，Catalyst Financial Partners LLC 按市值排列的前三大核心持股分别为：IVV (15.5%)、IEFA (8.6%)、AAPL (3.7%)。其中最大持股仓位 IVV 占据整体投资组合约 15.5% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
ED
市值: US$73.4万
本季最大获利了结 / 清仓标的
XLG
前期市值: US$45.1万
在 Q1 2026 季度中，Catalyst Financial Partners LLC 共进行了 200 项持仓异动，包含新建仓 68 个仓位、加仓 93 个仓位、减仓 17 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 ED。 本季清仓仓位包含 XLG。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
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深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。