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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 28
增持 45
减持 41
清仓 36
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500 ETF
-$6.5M
12,154
-51%
建仓
CIBR
FIRST TRUST NASDAQ CEA CYBERSECURITY ETF
+$6.2M
153,874
建仓
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$6.2M
298,216
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。
减持
AAPL
APPLE INC COM
-$5.5M
127,573
-3%
减持
IGBH
ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF
-$5.1M
27,132
-89%
建仓
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$5.0M
112,848
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$4.5M
115,025
+1748%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$4.1M
218,689
+201%
减持
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
-$3.7M
10,015
-86%
增持
VUG
VANGUARD GROWTH INDEX FUND
-$3.7M
127,668
+14%
增持
AMZN
AMAZON COM INC COM
-$3.3M
63,651
+1963%
减持
VXF
VANGUARD EXTENDED MARKET INDEX FUND
-$3.3M
9,988
-64%
建仓
PHK
PIMCO HIGH INCOME FD COM SHS
+$3.2M
623,999
建仓
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$2.5M
116,947
建仓
COMT
ISHARES COMMODITIES SELECT STRATEGY ETF
+$2.4M
59,229
建仓
SCHH
SCHWAB U.S. REIT ETF
+$2.4M
113,586
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$2.3M
189,566
+15%
减持
IVE
ISHARES S&P 500 VALUE ETF
-$2.1M
12,286
-49%
减持
MSFT
MICROSOFT CORP COM
-$2.0M
36,313
-1%
建仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$2.0M
39,607
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$1.8M
116,752
+30%
减持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$1.7M
15,527
-24%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$1.6M
25,417
-44%
建仓
SCHA
SCHWAB U.S. SMALL-CAP ETF
+$1.6M
40,773
清仓
GLDM
SPDR GOLD MINISHARES TRUST
-$1.6M
0
-100%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$1.6M
91,109
+67%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$1.6M
49,492
+214%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.5M
455,201
+28%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$1.4M
17,095
-27%
建仓
AMT
AMERICAN TOWER CORP NEW COM
+$1.4M
5,391
建仓
WCBR
WISDOMTREE CYBERSECURITY FUND
+$1.4M
77,070
清仓
—
Apple Inc
-$1.4M
0
-100%
建仓
IWV
ISHARES RUSSELL 3000 ETF
+$1.3M
5,922
减持
CVX
CHEVRON CORP NEW COM
-$1.3M
19,105
-23%
减持
PYPL
PAYPAL HLDGS INC COM
-$1.2M
19,255
-14%
减持
ABBV
ABBVIE INC COM
-$1.2M
28,156
-17%
减持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
-$1.2M
21,977
-31%
清仓
—
PAYPAL HLDGS INC
-$1.0M
0
-100%
减持
NVDA
NVIDIA CORPORATION COM
-$1.0M
4,711
-27%
减持
VB
VANGUARD SMALL-CAP INDEX FUND
-$1.0M
16,166
-11%
清仓
DNL
WISDOMTREE GLOBAL EX-U.S. QUALITY DIVIDEND GROWTH FUND
-$961.0K
0
-100%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$846.0K
11,677
+512%
建仓
CCI
CROWN CASTLE INTL CORP NEW COM
+$839.0K
4,983
清仓
—
ALPHABET INC
-$838.0K
0
-100%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$816.0K
2,131
+9%
增持
USRT
ISHARES CORE U.S. REIT ETF
-$813.0K
99,947
+5%
清仓
—
INVESCO QQQ TR
-$798.0K
0
-100%
减持
TSLA
TESLA INC COM
-$793.0K
1,823
-3%
减持
QQQ
INVESCO QQQ TRUST
-$748.0K
2,830
-33%
减持
COST
COSTCO WHSL CORP NEW COM
-$730.0K
4,693
-9%
清仓
PZA
INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
-$722.0K
0
-100%
减持
IJR
ISHARES S&P SMALL-CAP FUND
-$719.0K
6,071
-49%
清仓
—
MICROSOFT CORP
-$709.0K
0
-100%
增持
META
META PLATFORMS INC CL A
-$697.0K
13,501
+4%
减持
TIP
ISHARES TIPS BOND ETF
-$682.0K
26,949
-11%
增持
JPM
JPMORGAN CHASE & CO COM
-$656.0K
37,220
+5%
增持
IVV
ISHARES CORE S&P 500 ETF
+$654.0K
5,376
+76%
减持
MA
MASTERCARD INCORPORATED CL A
-$629.0K
3,679
-27%
减持
DIS
DISNEY WALT CO COM
-$621.0K
13,943
-1%
建仓
PRU
PRUDENTIAL FINL INC COM
+$615.0K
6,426
建仓
DLR
DIGITAL RLTY TR INC COM
+$615.0K
4,735
增持
COWZ
PACER US CASH COWS 100 ETF
+$609.0K
19,009
+351%
增持
CSCO
CISCO SYS INC COM
-$607.0K
70,516
+9%
减持
CVS
CVS HEALTH CORP COM
-$596.0K
2,496
-69%
增持
TGT
TARGET CORP COM
-$591.0K
11,644
+11%
清仓
TOTL
SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF
-$590.0K
0
-100%
清仓
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$586.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$583.0K
7,303
+18%
建仓
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$575.0K
17,070
清仓
XMLV
INVESCO S&P MIDCAP LOW VOLATILITY ETF
-$532.0K
0
-100%
增持
INTC
INTEL CORP COM
-$525.0K
54,835
+5%
增持
GPN
GLOBAL PMTS INC COM
-$517.0K
19,861
+0%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$505.0K
25,750
-4%
清仓
SPHD
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
-$499.0K
0
-100%
清仓
IWC
ISHARES MICRO-CAP ETF
-$479.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$472.0K
9,252
+9%
建仓
EMR
EMERSON ELEC CO COM
+$466.0K
5,860
清仓
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$465.0K
0
-100%
减持
COP
CONOCOPHILLIPS COM
-$456.0K
8,275
-31%
建仓
—
UNILEVER PLC SPON ADR NEW
+$456.0K
9,940
减持
VTV
VANGUARD VALUE INDEX FUND
-$454.0K
2,585
-52%
清仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$453.0K
0
-100%
增持
IWF
iShares Russell 1000 Growth ETF
-$451.0K
19,070
+15%
增持
—
SPDR S&P 500 ETF
+$439.0K
2,000
+186%
建仓
EQIX
EQUINIX INC COM
+$428.0K
651
减持
IWR
ISHARES RUSSELL MID-CAP ETF
-$423.0K
22,685
-6%
清仓
—
BK OF AMERICA CORP
-$412.0K
0
-100%
建仓
USLM
UNITED STS LIME & MINERALS INC COM
+$406.0K
3,847
增持
DE
DEERE & CO COM
-$403.0K
4,953
+9%
减持
SQ
BLOCK INC CL A
-$402.0K
5,365
-1%
清仓
—
SPDR S&P 600 SMALL CAP ETF
-$386.0K
0
-100%
减持
AEP
AMERICAN ELEC PWR CO INC COM
-$379.0K
8,487
-29%
清仓
—
DISCOVERY INC COM SER A
-$373.0K
0
-100%
建仓
WPC
WP CAREY INC COM
+$364.0K
4,397
清仓
ISRG
INTUITIVE SURGICAL INC COM NEW
-$362.0K
0
-100%
增持
WMT
WALMART INC COM
-$357.0K
21,245
+8%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$351.0K
185,508
+2%
清仓
NET
CLOUDFLARE INC CL A COM
-$339.0K
0
-100%
建仓
O
REALTY INCOME CORP COM
+$331.0K
4,850
清仓
—
PEOPLES UNITED FINANCIAL INC COM
-$320.0K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$313.0K
3,574
+163%
增持
CAT
CATERPILLAR INC COM
-$311.0K
10,789
+7%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$306.0K
20,361
+1%
增持
TTD
THE TRADE DESK INC COM CL A
-$305.0K
12,740
+5%
增持
HD
HOME DEPOT INC COM
-$304.0K
20,724
+4%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$304.0K
0
-100%
增持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
-$295.0K
381,643
+11%
减持
CMCSA
COMCAST CORP NEW CL A
-$295.0K
35,341
-2%
减持
—
MEDTRONIC PLC SHS
-$294.0K
10,353
-6%
减持
NATR
NATURES SUNSHINE PRODS INC COM
-$291.0K
45,837
-1%
增持
MTB
M & T BK CORP COM
+$288.0K
3,317
+134%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$285.0K
18,822
+135%
清仓
—
EVERBRIDGE INC COM
-$284.0K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$282.0K
7,667
+47%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$273.0K
4,284
+23%
减持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
-$262.0K
6,842
-30%
清仓
SHOP
SHOPIFY INC CL A
-$262.0K
0
-100%
减持
—
EXXON MOBIL CORP COM
-$256.0K
25,351
-14%
增持
VBK
VANGUARD SMALL-CAP GROWTH INDEX FUND
+$253.0K
2,340
+179%
建仓
WBD
WARNER BROS DISCOVERY INC COM SER A
+$251.0K
18,677
清仓
MSTR
MICROSTRATEGY INC CL A NEW
-$250.0K
0
-100%
清仓
MGC
VANGUARD MEGA CAP ETF
-$248.0K
0
-100%
清仓
IQV
IQVIA HLDGS INC COM
-$247.0K
0
-100%
清仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
-$241.0K
0
-100%
清仓
NKE
NIKE INC CL B
-$238.0K
0
-100%
清仓
NYT
NEW YORK TIMES CO CL A
-$238.0K
0
-100%
增持
NFLX
NETFLIX INC COM
-$238.0K
1,659
+18%
清仓
NSC
NORFOLK SOUTHN CORP COM
-$235.0K
0
-100%
建仓
—
AMCOR PLC ORD
+$234.0K
18,834
增持
JNJ
JOHNSON & JOHNSON COM
+$234.0K
32,375
+4%
减持
ENB
ENBRIDGE INC COM
-$233.0K
21,290
-13%
建仓
LAMR
LAMAR ADVERTISING CO NEW CL A
+$232.0K
2,640
减持
IWM
ISHARES RUSSELL 2000 ETF
-$231.0K
5,368
-3%
建仓
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$227.0K
6,963
清仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$226.0K
0
-100%
增持
EFA
ISHARES MSCI EAFE ETF
-$225.0K
20,272
+0%
建仓
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$225.0K
4,472
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$224.0K
26,759
-7%
清仓
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$221.0K
0
-100%
建仓
—
FINANCIAL SELECT SECTOR SPDR FUND
+$220.0K
7,000
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$219.0K
11,976
-23%
减持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$219.0K
1,917
-5%
清仓
AYI
ACUITY BRANDS INC COM
-$219.0K
0
-100%
清仓
—
IAA INC COM
-$218.0K
0
-100%
增持
GOOG
ALPHABET INC CAP STK CL C
-$218.0K
507
+7%
增持
MO
ALTRIA GROUP INC COM
+$218.0K
12,383
+116%
增持
CLX
CLOROX CO DEL COM
+$217.0K
5,009
+42%
清仓
FAST
FASTENAL CO COM
-$216.0K
0
-100%
减持
BCE
BCE INC COM NEW
-$213.0K
14,569
-13%
增持
MS
MORGAN STANLEY COM NEW
-$213.0K
20,955
+1%
