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Procyon Private Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Procyon Private Wealth Partners, LLC
报告期 2026-03-31 · CIK 0001804329
持仓数
584
前50大市值合计
$1.20B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 32
增持 76
减持 30
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$1.7M
75,861
+29%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
+$1.6M
25,618
+38%
建仓
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$1.4M
20,373
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$1.4M
147,446
+22%
建仓
DNL
WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND
+$1.3M
31,662
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$1.1M
28,984
-34%
建仓
—
ISHARES TR
+$1.1M
6,400
建仓
—
DIREXION SHS ETF TR
+$1.1M
6,000
增持
VUG
VANGUARD GROWTH INDEX FUND
+$960.0K
80,366
+3%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$940.0K
24,471
-19%
建仓
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
+$928.0K
10,856
增持
MSFT
MICROSOFT CORP COM
+$862.0K
32,841
+6%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$842.0K
71,366
+14%
增持
AAPL
APPLE INC COM
+$833.0K
117,467
+2%
清仓
CXSE
WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND
-$833.0K
0
-100%
增持
GPN
GLOBAL PMTS INC COM
+$831.0K
6,577
+502%
建仓
COP
CONOCOPHILLIPS COM
+$807.0K
11,906
增持
AMGN
AMGEN INC COM
+$705.0K
4,892
+256%
增持
VXF
VANGUARD EXTENDED MARKET INDEX FUND
+$678.0K
25,952
+21%
增持
—
APPLE INC
+$649.0K
7,000
+180%
减持
INTC
INTEL CORP COM
-$599.0K
36,576
-19%
建仓
—
LINDE PLC SHS
+$598.0K
2,039
增持
JPM
JPMORGAN CHASE & CO COM
+$583.0K
26,855
+10%
增持
GILD
GILEAD SCIENCES INC COM
+$582.0K
21,726
+60%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$568.0K
22,023
+165%
建仓
VOO
VANGUARD S&P 500 ETF
+$566.0K
1,435
清仓
BBY
BEST BUY INC COM
-$555.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$545.0K
18,353
+45%
增持
FDX
FEDEX CORP COM
-$535.0K
8,156
+5%
清仓
—
INVESCO QQQ TR PUT
-$532.0K
0
-100%
建仓
CC
CHEMOURS CO COM
+$531.0K
18,265
增持
HON
HONEYWELL INTL INC COM
+$492.0K
3,630
+186%
减持
MRK
MERCK & CO INC COM
-$483.0K
17,400
-24%
增持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$475.0K
38,888
+13%
增持
HD
HOME DEPOT INC COM
+$430.0K
17,527
+5%
减持
—
ACTIVISION BLIZZARD INC COM
-$401.0K
7,850
-26%
减持
AMZN
AMAZON COM INC COM
-$399.0K
2,147
-1%
增持
TIP
ISHARES TIPS BOND ETF
+$367.0K
27,799
+12%
建仓
—
SYNOVUS FINL CORP COM NEW
+$343.0K
7,811
清仓
—
ISHARES TR CALL
-$321.0K
0
-100%
建仓
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
+$319.0K
5,602
减持
APD
AIR PRODS & CHEMS INC COM
-$313.0K
3,863
-15%
增持
—
SPDR S&P 500 ETF TR
+$299.0K
3,500
+250%
增持
PFXF
VANECK PREFERRED SECURITIES EX FINANCIALS ETF
+$297.0K
112,478
+15%
建仓
—
SPLUNK INC COM
+$295.0K
2,040
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$291.0K
15,222
+54%
建仓
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$288.0K
5,471
增持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
-$288.0K
242,418
+9%
建仓
O
REALTY INCOME CORP COM
+$279.0K
4,306
增持
COST
COSTCO WHSL CORP NEW COM
+$278.0K
4,522
+2%
增持
IVV
ISHARES CORE S&P 500 ETF
+$277.0K
2,647
+32%
建仓
SPHB
INVESCO S&P 500 HIGH BETA ETF
+$277.0K
3,795
增持
TOTL
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
+$276.0K
18,110
+46%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$273.0K
10,108
+93%
建仓
CASY
CASEYS GEN STORES INC COM
+$268.0K
1,420
清仓
SOXL
DIREXION DLY SEMI BULL CALL
-$267.0K
0
-100%
建仓
GOVT
ISHARES U.S. TREASURY BOND ETF
+$266.0K
10,011
增持
GOOG
ALPHABET INC CAP STK CL C
+$263.0K
470
+19%
减持
CM
CANADIAN IMP BK COMM COM
-$262.0K
5,164
-30%
建仓
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
+$262.0K
7,934
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$260.0K
2,035
-42%
建仓
C
CITIGROUP INC COM NEW
+$251.0K
3,583
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$243.0K
0
-100%
建仓
MRNA
MODERNA INC COM
+$241.0K
625
建仓
PANW
PALO ALTO NETWORKS INC COM
+$240.0K
502
减持
CCI
CROWN CASTLE INTL CORP NEW COM
-$240.0K
3,310
-21%
增持
—
MEDTRONIC PLC SHS
+$238.0K
10,089
+22%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS INC CL A
-$238.0K
0
-100%
建仓
BRKR
BRUKER CORP COM
+$237.0K
3,035
清仓
—
CARNIVAL CORP PAIRED CTF
-$233.0K
0
-100%
建仓
—
PENN NATL GAMING INC
+$232.0K
3,200
增持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$230.0K
18,430
+16%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$227.0K
17,149
+18%
增持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$227.0K
21,542
+11%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$226.0K
1,992
+10%
减持
IJR
ISHARES S&P SMALL-CAP FUND
-$226.0K
12,418
-11%
减持
PFE
PFIZER INC COM
-$225.0K
29,850
-23%
清仓
GXC
SPDR S&P CHINA ETF
-$219.0K
0
-100%
增持
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
+$219.0K
63,421
+17%
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$218.0K
2,941
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$210.0K
217,826
+4%
建仓
—
EVERBRIDGE INC COM
+$208.0K
1,377
清仓
GGG
GRACO INC COM
-$207.0K
0
-100%
建仓
—
ENVESTNET INC COM
+$207.0K
2,580
减持
JNJ
JOHNSON & JOHNSON COM
-$206.0K
27,055
-3%
建仓
GM
GENERAL MTRS CO COM
+$202.0K
3,828
增持
NVDA
NVIDIA CORPORATION COM
+$202.0K
3,566
+431%
增持
NUBD
NUVEEN ESG U.S. AGGREGATE BOND ETF
+$202.0K
23,118
+52%
建仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$202.0K
5,395
建仓
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$202.0K
3,155
建仓
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$201.0K
1,548
增持
TFC
TRUIST FINL CORP COM
+$193.0K
8,077
+60%
增持
PAYC
PAYCOM SOFTWARE INC COM
+$192.0K
1,304
+4%
清仓
—
GENERAL ELECTRIC CO COM
-$191.0K
0
-100%
增持
AVGO
BROADCOM INC COM
+$184.0K
984
+60%
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$183.0K
34,232
-1%
增持
IYE
ISHARES U.S. ENERGY ETF
+$179.0K
288,554
+5%
增持
BX
BLACKSTONE INC COM
+$176.0K
3,437
+49%
增持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
+$170.0K
19,731
+21%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$169.0K
8,893
+63%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$165.0K
31,528
-8%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$156.0K
2,363
+22%
减持
AGGY
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
-$155.0K
5,639
-34%
增持
CVX
CHEVRON CORP NEW COM
+$154.0K
26,225
+10%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$153.0K
16,280
-7%
增持
MCD
MCDONALDS CORP COM
+$152.0K
7,301
+5%
减持
T
AT&T INC COM
-$150.0K
51,690
-4%
建仓
HIBL
DIREXION DAILY S&P 500 HIGH BETA BEAR 3X SHARES
+$148.0K
12,963
减持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$147.0K
9,868
-24%
增持
D
DOMINION ENERGY INC COM
+$140.0K
6,979
+39%
增持
TJX
TJX COS INC NEW COM
+$140.0K
5,260
+72%
增持
DG
DOLLAR GEN CORP NEW COM
+$135.0K
1,743
+61%
减持
CRM
SALESFORCE COM INC COM
+$132.0K
5,361
-1%
增持
USRT
ISHARES CORE U.S. REIT ETF
+$132.0K
105,769
+2%
增持
PG
PROCTER AND GAMBLE CO COM
+$131.0K
16,312
+2%
增持
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
+$130.0K
114,829
+3%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$127.0K
107,047
-2%
增持
IWF
iShares Russell 1000 Growth ETF
+$127.0K
16,297
+2%
增持
CAT
CATERPILLAR INC COM
-$120.0K
6,515
+3%
减持
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
-$119.0K
2,669
-31%
增持
—
BERRY GLOBAL GROUP INC COM
+$119.0K
7,521
+45%
增持
IBB
ISHARES BIOTECHNOLOGY FUND
+$118.0K
2,775
+37%
增持
SO
SOUTHERN CO COM
+$117.0K
16,955
+10%
增持
MS
MORGAN STANLEY COM NEW
+$115.0K
14,228
+3%
建仓
QSI
QUANTUM SI INC COM CL A
+$114.0K
13,711
减持
META
FACEBOOK INC CL A
-$114.0K
3,853
-6%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$111.0K
1,751
+15%
增持
USB
US BANCORP DEL COM NEW
+$108.0K
7,915
+25%
增持
KMB
KIMBERLY-CLARK CORP COM
+$108.0K
3,446
+32%
增持
KO
COCA COLA CO COM
+$106.0K
14,778
+20%
增持
SUSC
ISHARES ESG AWARE USD CORPORATE BOND ETF
+$105.0K
11,216
+53%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$104.0K
3,431
-22%
增持
BTI
BRITISH AMERN TOB PLC SPONSORED ADR
+$103.0K
22,638
+28%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$103.0K
3,888
+34%
增持
VB
VANGUARD SMALL-CAP INDEX FUND
+$103.0K
18,204
+6%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$101.0K
27,231
-1%
增持
RF
REGIONS FINANCIAL CORP NEW COM
+$101.0K
14,216
+42%
清仓
CERS
CERUS CORP COM
-$99.0K
0
-100%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$97.0K
2,859
+32%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$96.0K
9,053
-10%
增持
—
UNILEVER PLC SPON ADR NEW
+$95.0K
15,612
+22%
增持
BYND
BEYOND MEAT INC COM
-$95.0K
2,027
+4%
减持
IT
GARTNER INC COM
+$94.0K
1,566
-1%
减持
TSLA
TESLA INC COM
+$93.0K
1,150
-2%
减持
MGK
VANGUARD MEGA CAP GROWTH ETF
-$91.0K
3,831
-11%
增持
WMT
WALMART INC COM
+$84.0K
13,276
+6%
增持
Z
ZILLOW GROUP INC CL C CAP STK
-$84.0K
3,608
+10%
增持
—
BLACKROCK INC COM
+$81.0K
812
+19%
减持
CLX
CLOROX CO DEL COM
-$81.0K
2,928
-7%
增持
FDS
FACTSET RESH SYS INC COM
+$80.0K
1,035
+6%
