小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 35
增持 99
减持 12
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
VYMI
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
+$25.0M
420,407
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$14.2M
83,948
-83%
减持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
-$6.7M
104,564
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。
-73%
增持
PFXF
VANECK PREFERRED SECURITIES EX FINANCIALS ETF
+$6.0M
513,798
+243%
建仓
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
+$4.3M
144,895
建仓
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$4.3M
39,638
增持
LDUR
PIMCO ENHANCED LOW DURATION ACTIVE ETF
+$3.7M
45,739
+595%
建仓
VCIT
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
+$3.6M
46,505
增持
MSFT
MICROSOFT CORP COM
+$3.4M
49,020
+36%
增持
IWF
iShares Russell 1000 Growth ETF
+$3.1M
28,591
+100%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$2.8M
132,306
+9%
增持
CVX
CHEVRON CORP NEW COM
+$2.8M
33,443
+48%
增持
JPM
JPMORGAN CHASE & CO COM
+$2.6M
49,285
+27%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$2.4M
181,012
+42%
增持
AAPL
APPLE INC COM
+$2.0M
145,749
+19%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$1.9M
9,890
-82%
增持
CGXU
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
+$1.9M
482,403
+11%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$1.9M
7,613
+66%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.8M
38,830
+26%
增持
HD
HOME DEPOT INC COM
+$1.8M
23,253
+16%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$1.8M
14,296
+45%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.7M
29,839
+33%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$1.7M
6,262
-85%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$1.7M
42,616
+130%
增持
MGV
VANGUARD MEGA CAP VALUE ETF
+$1.6M
99,214
+4%
增持
CSX
CSX CORP COM
+$1.6M
98,732
+79%
增持
DE
DEERE & CO COM
+$1.6M
6,961
+67%
增持
VUG
VANGUARD GROWTH ETF
+$1.6M
142,225
+6%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$1.6M
10,177
+34%
减持
SCHH
SCHWAB U.S. REIT ETF
-$1.5M
76,742
-51%
增持
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$1.5M
29,677
+208%
增持
CSCO
CISCO SYS INC COM
+$1.4M
89,475
+26%
建仓
VNQ
VANGUARD REAL ESTATE ETF
+$1.4M
16,768
增持
ABBV
ABBVIE INC COM
+$1.4M
29,233
+17%
建仓
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE ETF
+$1.3M
25,545
减持
COMT
ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF
-$1.3M
65,142
-25%
增持
BAC
BANK AMERICA CORP COM
+$1.3M
83,680
+69%
增持
PSX
PHILLIPS 66 COM
+$1.2M
24,125
+53%
增持
CAT
CATERPILLAR INC COM
+$1.2M
11,482
+24%
增持
NUE
NUCOR CORP COM
+$1.2M
11,813
+249%
增持
SCHC
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
+$1.2M
224,047
+6%
增持
PRU
PRUDENTIAL FINL INC COM
+$1.2M
18,426
+135%
增持
WY
WEYERHAEUSER CO MTN BE COM NEW
+$1.1M
49,078
+218%
增持
PEP
PEPSICO INC COM
+$1.1M
23,826
+20%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.0M
57,191
+36%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$1.0M
100,059
+9%
增持
SPY
SPDR S&P 500 ETF TRUST
+$990.2K
12,293
+18%
增持
WMB
WILLIAMS COS INC COM
+$973.5K
61,474
+68%
增持
V
VISA INC COM CL A
+$897.5K
13,066
+28%
增持
LOW
LOWES COS INC COM
+$890.2K
9,191
+83%
增持
VOO
VANGUARD S&P 500 ETF
+$869.1K
3,863
+160%
建仓
—
EATON CORP PLC SHS
+$836.1K
5,327
建仓
VTHR
VANGUARD RUSSELL 3000 ETF
+$810.7K
4,720
增持
BA
BOEING CO COM
+$796.9K
6,031
+108%
增持
IVV
ISHARES CORE S&P 500 ETF
+$782.0K
6,957
+32%
建仓
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$751.7K
53,315
增持
IWB
ISHARES RUSSELL 1000 ETF
+$742.6K
4,563
+313%
增持
INTC
INTEL CORP COM
+$733.1K
80,365
+49%
增持
FDX
FEDEX CORP COM
+$727.4K
15,556
+17%
增持
MA
MASTERCARD INCORPORATED CL A
+$727.1K
5,177
+37%
增持
AVGO
BROADCOM INC COM
+$721.4K
1,884
+152%
增持
MCD
MCDONALDS CORP COM
+$720.1K
8,117
+32%
增持
WMT
WALMART INC COM
+$717.6K
22,397
+18%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$706.2K
12,122
+40%
增持
CME
CME GROUP INC COM
+$705.7K
9,989
+82%
增持
HON
HONEYWELL INTL INC COM
+$682.5K
5,961
+67%
建仓
WM
WASTE MGMT INC DEL COM
+$659.1K
4,201
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$655.8K
28,721
+30%
建仓
GCC
WISDOMTREE ENHANCED COMMODITY STGY FD
+$645.5K
35,427
增持
LMT
LOCKHEED MARTIN CORP COM
+$619.0K
1,684
+226%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$606.5K
5,278
+69%
增持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
+$584.0K
170,421
+9%
增持
MRK
MERCK & CO INC COM
+$576.6K
15,724
+16%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$576.4K
22,919
+19%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$567.2K
120,514
+5%
增持
TSLA
TESLA INC COM
-$566.4K
6,580
+27%
建仓
SYK
STRYKER CORPORATION COM
+$559.1K
2,287
增持
EMR
EMERSON ELEC CO COM
+$545.6K
10,447
+67%
增持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
+$544.0K
27,238
+65%
建仓
HYD
VANECK HIGH YIELD MUNI ETF
+$540.1K
10,684
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$532.5K
10,202
+68%
建仓
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$531.4K
10,598
增持
ABT
ABBOTT LABS COM
+$526.8K
8,177
+113%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$521.5K
3,062
+66%
增持
NVDA
NVIDIA CORPORATION COM
+$515.3K
7,263
+61%
增持
GOOG
ALPHABET INC CAP STK CL C
+$506.9K
16,960
+63%
建仓
ITW
ILLINOIS TOOL WKS INC COM
+$504.9K
2,292
增持
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
+$488.8K
26,535
+29%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$479.5K
17,787
+9%
建仓
WTRG
ESSENTIAL UTILS INC COM
+$477.7K
10,008
增持
—
MEDTRONIC PLC SHS
+$474.5K
15,510
+71%
建仓
NSC
NORFOLK SOUTHN CORP COM
+$472.6K
1,918
增持
USRT
ISHARES CORE U.S. REIT ETF
+$459.1K
107,099
+5%
增持
PYPL
PAYPAL HLDGS INC COM
+$454.3K
29,869
+54%
增持
PFE
PFIZER INC COM
+$450.8K
28,314
+24%
建仓
PAYX
PAYCHEX INC COM
+$450.2K
3,896
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$441.3K
17,403
+28%
增持
MDLZ
MONDELEZ INTL INC CL A
+$440.6K
14,248
+54%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE ETF
+$438.8K
18,603
清仓
IGBH
ISHARES U S ETF TR
-$438.0K
0
-100%
建仓
ROK
ROCKWELL AUTOMATION INC COM
+$433.5K
1,683
减持
AMT
AMERICAN TOWER CORP NEW COM
-$430.8K
3,324
-37%
增持
ACWX
ISHARES MSCI ACWI EX U.S. ETF
+$427.4K
18,163
+82%
清仓
TFI
SPDR SER TR
-$426.0K
0
-100%
建仓
UNP
UNION PAC CORP COM
+$411.0K
1,985
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$410.3K
2,702
+111%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$405.4K
6,777
+52%
建仓
BILL
BILL COM HLDGS INC COM
+$401.8K
3,688
建仓
CDW
CDW CORP COM
+$401.8K
2,250
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$398.1K
46,474
+23%
减持
TIP
ISHARES TIPS BOND ETF
-$393.9K
18,124
-18%
建仓
SMMD
ISHARES RUSSELL 2500 ETF
+$388.2K
7,305
增持
AMGN
AMGEN INC COM
+$383.1K
7,090
+8%
增持
KMB
KIMBERLY-CLARK CORP COM
+$378.4K
6,942
+38%
增持
CMCSA
COMCAST CORP NEW CL A
+$373.1K
41,011
+13%
增持
CGUS
CAPITAL GROUP CORE EQUITY ETF
+$368.8K
126,886
+4%
增持
APD
AIR PRODS & CHEMS INC COM
+$368.7K
3,480
+15%
建仓
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
+$366.9K
9,935
建仓
ELV
ELEVANCE HEALTH INC COM
+$365.2K
712
增持
QCOM
QUALCOMM INC COM
+$363.2K
6,441
+111%
增持
AMZN
AMAZON COM INC COM
-$362.8K
78,693
+28%
建仓
—
LYONDELLBASELL INDUSTRIES N V SHS - A -
+$361.5K
4,354
建仓
CMI
CUMMINS INC COM
+$361.5K
1,492
减持
CSL
CARLISLE COS INC COM
-$360.5K
2,298
-29%
清仓
FLRN
SPDR SER TR
-$360.0K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$355.6K
20,253
+2%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$355.0K
4,147
+14%
增持
TFC
TRUIST FINL CORP COM
+$353.7K
20,793
+67%
增持
PH
PARKER-HANNIFIN CORP COM
+$350.1K
1,963
+115%
增持
MS
MORGAN STANLEY COM NEW
+$348.6K
22,343
+14%
建仓
NOC
NORTHROP GRUMMAN CORP COM
+$345.1K
632
清仓
PFFV
GLOBAL X FDS
-$343.0K
0
-100%
增持
BOND
PIMCO ACTIVE BOND ETF
+$336.0K
18,667
+24%
增持
LLY
LILLY ELI & CO COM
+$335.1K
2,094
+57%
建仓
NKE
NIKE INC CL B
+$334.0K
2,855
减持
CE
CELANESE CORP DEL COM
-$328.0K
3,531
-54%
增持
GD
GENERAL DYNAMICS CORP COM
+$325.0K
3,313
+41%
建仓
—
BUNGE LIMITED COM
+$316.1K
3,169
增持
SBUX
STARBUCKS CORP COM
+$314.2K
15,133
+7%
建仓
XLB
MATERIALS SELECT SECTOR SPDR FUND
+$313.6K
4,037
增持
T
AT&T INC COM
+$309.3K
58,462
+17%
增持
PHK
PIMCO HIGH INCOME FD COM SHS
+$307.2K
640,204
+9%
增持
PPL
PPL CORP COM
+$305.9K
22,277
+63%
建仓
MMM
3M CO COM
+$304.8K
2,541
建仓
ITB
ISHARES U.S. HOME CONSTRUCTION ETF
+$299.7K
4,945
增持
DLN
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
+$298.8K
41,207
+1%
增持
PPG
PPG INDS INC COM
+$296.5K
5,173
+62%
减持
TGT
TARGET CORP COM
-$294.4K
9,860
-17%
建仓
CEF
SPROTT PHYSICAL GOLD & SILVER TR UNIT
+$294.0K
16,397
减持
—
EXXON MOBIL CORP COM
+$293.3K
17,863
-7%
