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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 29
增持 77
减持 20
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$6.8M
143,342
+89%
增持
VUG
VANGUARD GROWTH INDEX FUND
+$6.6M
93,228
+16%
增持
AAPL
APPLE INC COM
+$6.5M
130,343
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。
+11%
增持
MGV
VANGUARD MEGA CAP VALUE ETF
+$6.4M
76,069
+324%
建仓
IGBH
ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF
+$5.6M
227,465
减持
IYE
ISHARES U.S. ENERGY ETF
-$5.2M
98,288
-66%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$5.1M
6,037
-94%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$5.0M
313,099
+44%
建仓
SCHM
SCHWAB U.S. MID-CAP ETF
+$3.6M
45,052
减持
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
-$3.1M
61,792
-46%
增持
MSFT
MICROSOFT CORP COM
+$2.7M
35,540
+8%
增持
SPY
SPDR S&P 500 ETF
+$2.5M
23,920
+16%
增持
AMZN
AMAZON COM INC COM
+$2.3M
2,818
+31%
增持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
+$2.0M
299,085
+23%
增持
HD
HOME DEPOT INC COM
+$1.9M
18,347
+5%
增持
GPN
GLOBAL PMTS INC COM
+$1.7M
20,082
+205%
增持
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND
+$1.6M
20,167
+369%
增持
FDX
FEDEX CORP COM
+$1.5M
12,689
+56%
减持
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$1.5M
2,814
-85%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.3M
1,402
+34%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$1.1M
8,055
+167%
增持
ABBV
ABBVIE INC COM
+$1.1M
31,933
+8%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.1M
20,725
+27%
清仓
—
ISHARES TR
-$1.1M
0
-100%
清仓
—
DIREXION SHS ETF TR
-$1.1M
0
-100%
增持
SBUX
STARBUCKS CORP COM
+$1.0M
17,458
+86%
增持
CSCO
CISCO SYS INC COM
+$995.0K
61,063
+16%
清仓
—
APPLE INC
-$991.0K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$973.0K
20,281
+1%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$925.0K
44,935
+104%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$900.0K
73,818
+3%
减持
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
-$880.0K
30,347
-52%
增持
TSLA
TESLA INC COM
+$827.0K
1,627
+41%
增持
WMT
WALMART INC COM
+$825.0K
18,489
+39%
增持
NVDA
NVIDIA CORPORATION COM
+$799.0K
5,228
+47%
增持
QQQ
INVESCO QQQ TRUST
+$783.0K
4,559
+58%
减持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-$782.0K
32,145
-17%
增持
JNJ
JOHNSON & JOHNSON COM
+$781.0K
30,102
+11%
增持
WHR
WHIRLPOOL CORP COM
+$780.0K
5,790
+104%
减持
T
AT&T INC COM
-$742.0K
26,575
-49%
建仓
XMLV
INVESCO S&P MIDCAP LOW VOLATILITY ETF
+$697.0K
11,916
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$689.0K
4,731
增持
DE
DEERE & CO COM
+$683.0K
4,211
+86%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$675.0K
160,939
+9%
增持
CAT
CATERPILLAR INC COM
+$657.0K
9,231
+42%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$656.0K
10,632
-35%
清仓
—
SPDR S&P 500 ETF TR
-$653.0K
0
-100%
建仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$642.0K
11,557
增持
COST
COSTCO WHSL CORP NEW COM
+$641.0K
4,708
+4%
增持
VTV
VANGUARD VALUE INDEX FUND
+$625.0K
5,967
+219%
增持
IWF
iShares Russell 1000 Growth ETF
+$616.0K
16,635
+2%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$606.0K
5,573
-1%
增持
MS
MORGAN STANLEY COM NEW
+$606.0K
20,288
+43%
建仓
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
+$604.0K
13,350
增持
CSX
CSX CORP COM
+$579.0K
40,138
+28%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$561.0K
26,563
-39%
增持
CVX
CHEVRON CORP NEW COM
+$556.0K
27,413
+5%
清仓
—
ALPHABET INC
-$533.0K
0
-100%
建仓
—
SPDR S&P 600 SMALL CAP ETF
+$532.0K
5,353
减持
USRT
ISHARES CORE U.S. REIT ETF
-$525.0K
84,009
-21%
建仓
LW
LAMB WESTON HLDGS INC COM
+$518.0K
8,172
建仓
OUNZ
VAN ECK MERK GOLD TRUST
+$516.0K
29,000
清仓
—
BANCORPSOUTH BK TUPELO MISS COM
-$497.0K
0
-100%
建仓
CADE
CADENCE BANK COM
+$497.0K
16,689
增持
NEE
NEXTERA ENERGY INC COM
+$494.0K
15,992
+26%
增持
NATR
NATURES SUNSHINE PRODS INC COM
+$448.0K
41,483
+91%
清仓
—
INVESCO QQQ TR
-$429.0K
0
-100%
建仓
CWH
CAMPING WORLD HLDGS INC CL A
+$423.0K
10,466
增持
CCI
CROWN CASTLE INTL CORP NEW COM
+$413.0K
4,729
+43%
增持
STZ
CONSTELLATION BRANDS INC CL A
+$409.0K
4,029
+41%
增持
CME
CME GROUP INC COM
+$408.0K
3,334
+82%
增持
TSCO
TRACTOR SUPPLY CO COM
+$407.0K
3,832
+53%
减持
DIS
DISNEY WALT CO COM
-$387.0K
12,573
-9%
建仓
MKC
MCCORMICK & CO INC COM NON VTG
+$380.0K
3,930
增持
TTD
THE TRADE DESK INC COM CL A
+$377.0K
8,885
+43%
增持
INTC
INTEL CORP COM
+$375.0K
45,117
+23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$375.0K
6,979
+11%
增持
SCI
SERVICE CORP INTL COM
+$370.0K
10,401
+70%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$363.0K
10,676
+108%
清仓
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$362.0K
0
-100%
建仓
SHOP
SHOPIFY INC CL A
+$362.0K
263
增持
APD
AIR PRODS & CHEMS INC COM
+$352.0K
4,406
+14%
清仓
PENN
PENN NATL GAMING INC COM
-$352.0K
0
-100%
增持
—
EXXON MOBIL CORP COM
+$349.0K
32,892
+16%
增持
META
META PLATFORMS INC CL A
+$334.0K
4,881
+27%
减持
PFE
PFIZER INC COM
+$334.0K
27,393
-8%
减持
SCHO
SCHWAB SHORT-TERM U.S. TREASURY ETF
-$334.0K
5,500
-54%
增持
BRO
BROWN & BROWN INC COM
+$332.0K
9,010
+66%
增持
VXF
VANGUARD EXTENDED MARKET INDEX FUND
+$329.0K
27,680
+7%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$321.0K
1,482
+64%
清仓
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$319.0K
0
-100%
清仓
Z
ZILLOW GROUP INC CL C CAP STK
-$318.0K
0
-100%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$318.0K
21,340
+40%
建仓
—
WALGREENS BOOTS ALLIANCE INC COM
+$311.0K
5,966
增持
V
VISA INC COM CL A
+$311.0K
8,630
+23%
增持
EPAM
EPAM SYS INC COM
+$310.0K
914
+73%
增持
FDS
FACTSET RESH SYS INC COM
+$308.0K
1,476
+43%
增持
NUBD
NUVEEN ESG U.S. AGGREGATE BOND ETF
+$304.0K
35,122
+52%
清仓
—
HANGER INC COM NEW
-$303.0K
0
-100%
增持
—
SYNOVUS FINL CORP COM NEW
+$300.0K
13,433
+72%
建仓
IGHG
PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED
+$298.0K
4,007
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$298.0K
32,818
+13%
清仓
—
SPLUNK INC COM
-$295.0K
0
-100%
增持
LOW
LOWES COS INC COM
+$294.0K
3,974
+10%
清仓
AGGY
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
-$293.0K
0
-100%
清仓
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$288.0K
0
-100%
清仓
NVTA
INVITAE CORP COM
-$288.0K
0
-100%
增持
NFLX
NETFLIX INC COM
+$286.0K
1,285
+61%
建仓
—
TOTALENERGIES SE SPONSORED ADS
+$285.0K
5,761
增持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
-$284.0K
34,610
+61%
建仓
—
PEOPLES UNITED FINANCIAL INC COM
+$284.0K
15,946
清仓
SPHB
INVESCO S&P 500 HIGH BETA ETF
-$277.0K
0
-100%
增持
LKQ
LKQ CORP COM
+$271.0K
9,406
+61%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$268.0K
24,414
-0%
增持
AMGN
AMGEN INC COM
+$267.0K
5,810
+19%
减持
—
ACTIVISION BLIZZARD INC COM
-$265.0K
5,163
-34%
建仓
SOXL
DIREXION DAILY SEMICONDUCTOR BULL 3X SHARES
+$265.0K
3,891
建仓
CHWY
CHEWY INC CL A
+$264.0K
4,485
建仓
GDDY
GODADDY INC CL A
+$262.0K
3,083
清仓
ANGL
VANECK FALLEN ANGEL HIGH YIELD BOND ETF
-$262.0K
0
-100%
清仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$261.0K
0
-100%
增持
—
LINDE PLC SHS
+$259.0K
2,474
+21%
增持
TIP
ISHARES TIPS BOND ETF
+$258.0K
29,470
+6%
建仓
ROKU
ROKU INC COM CL A
+$258.0K
1,131
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$257.0K
2,090
+5%
建仓
VHT
VANGUARD HEALTH CARE INDEX FUND
+$257.0K
963
建仓
—
DISCOVERY INC COM SER A
+$256.0K
10,866
建仓
—
TOPBUILD CORP COM
+$256.0K
927
增持
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
+$252.0K
15,517
+57%
建仓
CAG
CONAGRA BRANDS INC COM
+$252.0K
7,389
增持
AKAM
AKAMAI TECHNOLOGIES INC COM
+$251.0K
4,008
+93%
清仓
C
CITIGROUP INC COM NEW
-$251.0K
0
-100%
减持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
-$248.0K
8,022
-26%
增持
PSX
PHILLIPS 66 COM
+$245.0K
9,408
+51%
清仓
MRNA
MODERNA INC COM
-$241.0K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC COM
-$240.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO COM
+$237.0K
29,259
+9%
清仓
BRKR
BRUKER CORP COM
-$237.0K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC COM NEW
+$236.0K
658
建仓
—
PROSHARES ULTRAPRO SHORT QQQ
+$235.0K
39,494
建仓
FAST
FASTENAL CO COM
+$233.0K
3,638
减持
TFI
SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
-$233.0K
15,166
-23%
清仓
—
PENN NATL GAMING INC
-$232.0K
0
-100%
减持
PEP
PEPSICO INC COM
+$231.0K
21,094
-8%
增持
INTU
INTUIT COM
+$231.0K
797
+52%
增持
—
BERRY GLOBAL GROUP INC COM
+$229.0K
9,308
+24%
减持
—
LAM RESEARCH CORP COM
+$225.0K
1,525
-0%
增持
PFXF
VANECK PREFERRED SECURITIES EX FINANCIALS ETF
+$223.0K
119,292
+6%
增持
MORN
MORNINGSTAR INC COM
+$223.0K
1,522
+32%
建仓
TFX
TELEFLEX INCORPORATED COM
+$222.0K
675
