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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 14
增持 39
减持 76
清仓 21
方向
标的
Δ市值
现股数(环比)
清仓
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$8.9M
0
-100%
减持
MINT
PIMCO ETF TR
-$7.6M
112,977
-40%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$2.0M
435,748
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。
+46%
增持
XSOE
WISDOMTREE TR
-$1.5M
384,275
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.3M
7,062
-83%
减持
FDX
FEDEX CORP
-$1.3M
13,250
-8%
清仓
IWV
ISHARES RUSSELL 3000 ETF
-$1.3M
0
-100%
减持
IWF
ISHARES TR
-$1.2M
14,312
-25%
减持
SCHC
SCHWAB STRATEGIC TR
-$968.0K
211,233
-3%
减持
ABBV
ABBVIE INC
-$964.0K
24,946
-11%
增持
AGG
ISHARES TR
+$956.0K
22,107
+91%
减持
MSFT
MICROSOFT CORP
-$921.0K
36,087
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$874.0K
10,390
-15%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$870.0K
486,844
+7%
清仓
—
SPDR S&P 500 ETF
-$755.0K
0
-100%
减持
TIP
ISHARES TR
-$747.0K
22,141
-18%
减持
BOND
PIMCO ETF TR
-$740.0K
15,081
-31%
减持
JNJ
JOHNSON & JOHNSON
-$725.0K
30,744
-5%
增持
COMT
ISHARES U S ETF TR
+$697.0K
87,385
+48%
建仓
—
PIONEER NAT RES CO
+$694.0K
3,203
减持
META
META PLATFORMS INC
-$693.0K
10,938
-19%
减持
INTC
INTEL CORP
-$660.0K
53,971
-2%
减持
PG
PROCTER AND GAMBLE CO
-$633.0K
22,366
-7%
增持
GOOGL
ALPHABET INC
-$618.0K
42,099
+1876%
减持
SIGI
SELECTIVE INS GROUP INC
-$561.0K
13,833
-29%
增持
SCHH
SCHWAB STRATEGIC TR
+$560.0K
158,149
+39%
建仓
—
DIREXION SHS ETF TR
+$547.0K
46,275
减持
IEFA
ISHARES TR
-$522.0K
18,495
-27%
减持
PHK
PIMCO HIGH INCOME FD
-$505.0K
585,145
-6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$501.0K
37,730
-1%
增持
USRT
ISHARES TR
-$500.0K
101,832
+2%
减持
STZ
CONSTELLATION BRANDS INC
-$499.0K
3,323
-39%
建仓
GD
GENERAL DYNAMICS CORP
+$497.0K
2,342
减持
—
EXXON MOBIL CORP
-$494.0K
19,202
-24%
减持
AAPL
APPLE INC
-$484.0K
122,707
-4%
增持
CVX
CHEVRON CORP NEW
+$472.0K
22,539
+18%
增持
CCI
CROWN CASTLE INC
+$462.0K
9,003
+81%
建仓
WY
WEYERHAEUSER CO MTN BE
+$441.0K
15,439
减持
LDUR
PIMCO ETF TR
-$406.0K
6,578
-39%
减持
CAT
CATERPILLAR INC
-$405.0K
9,287
-14%
减持
VB
VANGUARD INDEX FDS
-$397.0K
14,336
-11%
清仓
PFFD
GLOBAL X U.S. PREFERRED ETF
-$396.0K
0
-100%
清仓
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$386.0K
0
-100%
减持
SHY
ISHARES TR
-$384.0K
17,112
-20%
减持
DUK
DUKE ENERGY CORP NEW
-$383.0K
19,182
-5%
建仓
NUE
NUCOR CORP
+$362.0K
3,388
增持
VYM
VANGUARD WHITEHALL FDS
-$351.0K
121,445
+4%
建仓
PFFV
GLOBAL X FDS
+$343.0K
14,616
增持
WMB
WILLIAMS COS INC
+$336.0K
36,641
+60%
增持
PYPL
PAYPAL HLDGS INC
+$328.0K
19,437
+1%
建仓
XBI
SPDR SER TR
+$327.0K
4,124
增持
CMCSA
COMCAST CORP NEW
-$326.0K
36,183
+2%
清仓
MED
MEDIFAST INC COM
-$302.0K
0
-100%
减持
V
VISA INC
-$301.0K
10,229
-5%
减持
PFE
PFIZER INC
-$300.0K
22,850
-8%
减持
CRM
SALESFORCE INC
-$300.0K
7,519
-10%
增持
DIS
DISNEY WALT CO
+$294.0K
17,061
+22%
减持
GLD
SPDR GOLD TR
-$294.0K
6,589
-15%
减持
SCHE
SCHWAB STRATEGIC TR
-$293.0K
21,000
-30%
增持
VUG
VANGUARD INDEX FDS
+$281.0K
134,312
+5%
减持
IVE
ISHARES TR
-$278.0K
10,976
-11%
减持
IWR
ISHARES TR
-$272.0K
19,229
-15%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$267.0K
9,220
-23%
建仓
UGI
UGI CORP NEW
+$264.0K
8,158
减持
IWD
ISHARES TR
-$260.0K
16,310
-5%
减持
VTI
VANGUARD INDEX FDS
-$249.0K
14,934
-4%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$249.0K
13,295
减持
AMT
AMERICAN TOWER CORP NEW
-$243.0K
5,285
-2%
减持
MCD
MCDONALDS CORP
-$242.0K
6,148
-9%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$240.0K
3,039
减持
FLRN
SPDR SER TR
-$236.0K
11,882
-40%
清仓
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
-$233.0K
0
-100%
减持
TFI
SPDR SER TR
-$232.0K
9,682
-32%
清仓
TECH
BIO-TECHNE CORP COM
-$231.0K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$230.0K
0
-100%
清仓
—
SPLUNK INC COM
-$228.0K
0
-100%
增持
PSX
PHILLIPS 66
+$224.0K
15,722
+23%
建仓
—
INVESCO QQQ TR
+$224.0K
800
清仓
VHT
VANGUARD HEALTH CARE INDEX FUND
-$221.0K
0
-100%
清仓
—
FINANCIAL SELECT SECTOR SPDR FUND
-$220.0K
0
-100%
清仓
BX
BLACKSTONE INC COM
-$220.0K
0
-100%
建仓
SHOP
SHOPIFY INC
+$217.0K
8,054
减持
GIS
GENERAL MLS INC
-$217.0K
3,116
-48%
减持
AMZN
AMAZON COM INC
+$213.0K
61,707
-3%
清仓
AVTR
AVANTOR INC COM
-$212.0K
0
-100%
建仓
CASY
CASEYS GEN STORES INC
+$209.0K
1,033
减持
SCI
SERVICE CORP INTL
-$207.0K
10,382
-11%
清仓
ALB
ALBEMARLE CORP COM
-$207.0K
0
-100%
清仓
—
TOPBUILD CORP COM
-$206.0K
0
-100%
清仓
MEDP
MEDPACE HLDGS INC COM
-$206.0K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$205.0K
19,813
-3%
建仓
MANH
MANHATTAN ASSOCIATES INC
+$203.0K
1,526
减持
EEM
ISHARES TR
-$203.0K
24,948
-7%
清仓
PB
PROSPERITY BANCSHARES INC COM
-$202.0K
0
-100%
清仓
FLGT
FULGENT GENETICS INC COM
-$201.0K
0
-100%
清仓
COLM
COLUMBIA SPORTSWEAR CO COM
-$201.0K
0
-100%
增持
TTC
TORO CO
+$200.0K
4,957
+64%
减持
NATR
NATURES SUNSHINE PRODS INC
-$200.0K
35,121
-23%
减持
—
MEDTRONIC PLC
-$198.0K
9,052
-13%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$193.0K
1,848
-4%
减持
AEP
AMERICAN ELEC PWR CO INC
-$193.0K
7,178
-15%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$192.0K
7,105
-31%
减持
ED
CONSOLIDATED EDISON INC
-$189.0K
3,275
-34%
减持
IGBH
ISHARES U S ETF TR
-$188.0K
19,500
-28%
增持
BAC
BK OF AMERICA CORP
+$186.0K
49,546
+18%
减持
EFA
ISHARES TR
-$184.0K
19,340
-5%
减持
XLF
SELECT SECTOR SPDR TR
-$180.0K
13,581
-28%
清仓
FPE
FIRST TRUST PREFERRED SECURITIES AND INCOME ETF
-$179.0K
0
-100%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
-$179.0K
156,145
+1%
减持
KO
COCA COLA CO
-$169.0K
9,339
-15%
增持
CSCO
CISCO SYS INC
-$169.0K
70,940
+1%
减持
NVDA
NVIDIA CORPORATION
-$168.0K
4,500
-4%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$168.0K
44,465
+28%
增持
KEY
KEYCORP
+$166.0K
39,293
+46%
增持
SCHX
SCHWAB STRATEGIC TR
-$166.0K
115,080
+2%
减持
HD
HOME DEPOT INC
-$162.0K
20,012
-3%
减持
MRK
MERCK & CO INC
-$161.0K
13,563
-7%
减持
PAYC
PAYCOM SOFTWARE INC
-$161.0K
1,479
-36%
减持
CSX
CSX CORP
-$160.0K
55,013
-2%
增持
SCHM
SCHWAB STRATEGIC TR
-$159.0K
91,790
+1%
减持
WHR
WHIRLPOOL CORP
-$158.0K
3,632
-13%
减持
VXF
VANGUARD INDEX FDS
-$156.0K
9,074
-9%
增持
VOD
VODAFONE GROUP PLC NEW
-$155.0K
45,296
+6%
增持
COP
CONOCOPHILLIPS
+$151.0K
8,732
+6%
减持
EQIX
EQUINIX INC
-$149.0K
490
-25%
增持
TSLA
TESLA INC
+$149.0K
5,192
+185%
减持
QQQ
INVESCO QQQ TR
-$147.0K
2,416
-15%
减持
IVV
ISHARES TR
-$147.0K
5,272
-2%
减持
OUNZ
VANECK MERK GOLD TR
-$146.0K
22,445
-23%
减持
APD
AIR PRODS & CHEMS INC
-$143.0K
3,025
-14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$139.0K
127,482
+11%
增持
BTI
BRITISH AMERN TOB PLC
-$138.0K
27,166
+6%
增持
JPM
JPMORGAN CHASE & CO
-$137.0K
38,792
+4%
增持
IVW
ISHARES TR
+$136.0K
29,214
+13%
减持
CSL
CARLISLE COS INC
+$134.0K
3,215
-0%
增持
DLR
DIGITAL RLTY TR INC
-$132.0K
4,865
+3%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$132.0K
4,407
+67%
减持
NGG
NATIONAL GRID PLC
-$131.0K
9,465
-1%
减持
IXUS
ISHARES TR
-$129.0K
20,561
-0%
减持
ACWX
ISHARES TR
-$128.0K
9,972
-15%
减持
WMT
WALMART INC
-$125.0K
18,954
-11%
增持
XLU
SELECT SECTOR SPDR TR
+$124.0K
9,623
+33%
减持
COST
COSTCO WHSL CORP NEW
-$121.0K
4,507
-4%
增持
TGT
TARGET CORP
+$120.0K
11,890
+2%
减持
IWM
ISHARES TR
-$113.0K
4,827
-10%
增持
T
AT&T INC
-$113.0K
50,018
+19%
增持
GOOG
ALPHABET INC
-$112.0K
10,384
+1948%
减持
TSCO
TRACTOR SUPPLY CO
-$111.0K
4,112
-9%
减持
TTD
THE TRADE DESK INC
+$110.0K
10,770
-15%
增持
PM
PHILIP MORRIS INTL INC
-$109.0K
15,979
+10%
