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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 36
增持 73
减持 27
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
QGRO
AMERICAN CENTY ETF TR
+$11.2M
173,669
增持
AAPL
APPLE INC
+$7.9M
162,547
+12%
建仓
USFR
WISDOMTREE TR
+$5.7M
114,283
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
VUG
VANGUARD INDEX FDS
-$5.4M
99,775
-30%
清仓
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$4.3M
0
-100%
增持
PFXF
VANECK ETF TRUST
+$3.0M
656,917
+28%
建仓
SUB
ISHARES TR
+$2.8M
26,377
建仓
SLV
ISHARES SILVER TR
+$2.7M
122,412
增持
MSFT
MICROSOFT CORP
+$2.4M
49,094
+0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.9M
435,035
+3%
增持
AMZN
AMAZON COM INC
+$1.8M
81,683
+4%
增持
UNP
UNION PAC CORP
+$1.8M
10,871
+448%
增持
TGT
TARGET CORP
+$1.7M
18,839
+91%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.6M
503,738
+4%
减持
WMT
WALMART INC
-$1.5M
11,064
-51%
减持
JNJ
JOHNSON & JOHNSON
-$1.3M
35,875
-8%
减持
XLU
SELECT SECTOR SPDR TR
-$1.3M
12,092
-59%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
8,158
+12%
建仓
SCHW
SCHWAB CHARLES CORP
+$1.2M
22,010
减持
GS
GOLDMAN SACHS GROUP INC
-$1.1M
1,048
-75%
增持
CME
CME GROUP INC
+$1.1M
14,337
+44%
增持
ED
CONSOLIDATED EDISON INC
+$1.0M
16,400
+192%
减持
META
META PLATFORMS INC
+$981.1K
10,960
-2%
增持
CSCO
CISCO SYS INC
+$953.7K
99,785
+12%
增持
FDX
FEDEX CORP
+$946.0K
15,932
+2%
增持
IWF
ISHARES TR
+$938.6K
28,911
+1%
减持
MINT
PIMCO ETF TR
-$910.7K
102,334
-9%
增持
TSLA
TESLA INC
+$885.1K
8,173
+24%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$884.6K
175,008
+3%
减持
GOOGL
ALPHABET INC
+$884.3K
57,170
-0%
减持
BOND
PIMCO ETF TR
-$866.2K
8,871
-52%
减持
DUK
DUKE ENERGY CORP NEW
-$863.4K
15,518
-32%
清仓
VTHR
VANGUARD RUSSELL 3000 ETF
-$810.7K
0
-100%
增持
NUE
NUCOR CORP
+$783.3K
15,151
+28%
增持
NOC
NORTHROP GRUMMAN CORP
+$758.2K
2,389
+278%
增持
UPS
UNITED PARCEL SERVICE INC
+$688.5K
14,412
+19%
清仓
USLM
UNITED STS LIME & MINERALS INC COM
-$683.8K
0
-100%
减持
INTC
INTEL CORP
-$677.0K
44,293
-45%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$660.1K
16,440
+15%
建仓
XEL
XCEL ENERGY INC
+$655.9K
9,726
增持
CRM
SALESFORCE INC
+$651.6K
8,988
+4%
增持
ABT
ABBOTT LABS
+$645.0K
15,236
+86%
建仓
ALB
ALBEMARLE CORP
+$632.2K
2,860
增持
PPG
PPG INDS INC
+$624.1K
9,541
+84%
增持
SCHC
SCHWAB STRATEGIC TR
+$611.6K
227,302
+1%
减持
VOO
VANGUARD INDEX FDS
-$596.2K
2,024
-48%
增持
IVV
ISHARES TR
+$595.0K
7,950
+14%
减持
PRU
PRUDENTIAL FINL INC
-$593.4K
14,978
-19%
建仓
WSO
WATSCO INC
+$574.6K
1,806
建仓
PSA
PUBLIC STORAGE
+$568.6K
1,882
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$548.5K
6,322
-17%
减持
AGG
ISHARES TR
-$548.5K
22,456
-22%
减持
GILD
GILEAD SCIENCES INC
-$542.3K
10,080
-37%
增持
SCHX
SCHWAB STRATEGIC TR
+$517.5K
123,189
+2%
增持
GD
GENERAL DYNAMICS CORP
+$492.6K
5,760
+74%
清仓
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
-$491.7K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$485.8K
54,447
+10%
增持
VYM
VANGUARD WHITEHALL FDS
+$485.5K
140,306
+6%
减持
CSX
CSX CORP
-$481.0K
86,097
-13%
建仓
GLDM
WORLD GOLD TR
+$474.8K
12,139
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$472.8K
50,827
+9%
增持
MUNI
PIMCO ETF TR
+$470.3K
34,114
+34%
增持
AVGO
BROADCOM INC
+$456.2K
2,353
+25%
清仓
VOD
VODAFONE GROUP PLC NEW SPONSORED ADR
-$454.1K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$451.5K
147,990
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$435.3K
185,427
+2%
增持
CVX
CHEVRON CORP NEW
-$432.7K
34,138
+2%
增持
HON
HONEYWELL INTL INC
+$419.0K
8,876
+49%
清仓
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$410.8K
0
-100%
增持
GOOG
ALPHABET INC
+$406.4K
18,377
+8%
减持
MRK
MERCK & CO INC
-$402.4K
12,616
-20%
增持
SCHM
SCHWAB STRATEGIC TR
+$400.1K
102,652
+3%
增持
WY
WEYERHAEUSER CO MTN BE
+$390.8K
63,466
+29%
建仓
SNY
SANOFI
+$384.5K
7,065
建仓
—
LINDE PLC
+$378.9K
1,066
减持
WRB
BERKLEY W R CORP
-$370.2K
12,266
-21%
建仓
ETR
ENTERGY CORP NEW
+$367.8K
3,414
清仓
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$366.9K
0
-100%
建仓
FITB
FIFTH THIRD BANCORP
+$366.3K
13,750
增持
VTEB
VANGUARD MUN BD FDS
+$347.6K
12,978
+107%
清仓
—
LINDE PLC SHS
-$343.1K
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES N
+$338.4K
7,455
+71%
增持
IWB
ISHARES TR
+$334.9K
5,752
+26%
增持
—
LAM RESEARCH CORP
+$333.4K
1,933
+18%
建仓
EMXC
ISHARES INC
+$331.3K
6,716
增持
UNH
UNITEDHEALTH GROUP INC
-$328.4K
10,722
+5%
建仓
NVO
NOVO-NORDISK A S
+$322.4K
2,026
增持
SHOP
SHOPIFY INC
+$314.3K
12,860
+48%
清仓
XLB
MATERIALS SELECT SECTOR SPDR FUND
-$313.6K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$310.0K
20,337
+0%
减持
GCC
WISDOMTREE TR
-$309.8K
18,787
-47%
增持
BAC
BANK AMERICA CORP
-$290.3K
86,755
+4%
减持
DE
DEERE & CO
-$285.1K
6,538
-6%
增持
AMAT
APPLIED MATLS INC
+$280.3K
4,059
+81%
增持
WCBR
WISDOMTREE TR
+$277.0K
82,272
+1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$273.6K
3,345
+24%
增持
VTI
VANGUARD INDEX FDS
+$273.0K
14,020
+4%
建仓
IAU
ISHARES GOLD TR
+$270.0K
7,226
增持
USRT
ISHARES TR
+$269.4K
110,427
+3%
清仓
GVI
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
-$269.2K
0
-100%
建仓
IJH
ISHARES TR
+$266.3K
1,064
建仓
SOXX
ISHARES TR
+$265.3K
597
增持
CE
CELANESE CORP DEL
+$263.3K
5,734
+62%
增持
CMCSA
COMCAST CORP NEW
+$261.6K
44,731
+9%
增持
MA
MASTERCARD INCORPORATED
+$261.1K
5,672
+10%
建仓
CXSE
WISDOMTREE TR
+$260.0K
7,474
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$255.8K
2,777
减持
EMR
EMERSON ELEC CO
-$253.5K
8,608
-18%
增持
INTU
INTUIT
+$249.2K
1,013
+95%
建仓
FCN
FTI CONSULTING INC
+$239.6K
1,214
增持
TTD
THE TRADE DESK INC
+$239.5K
11,270
+13%
建仓
BLKB
BLACKBAUD INC
+$235.1K
3,393
建仓
AMD
ADVANCED MICRO DEVICES INC
+$234.2K
2,390
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$231.8K
130,083
+3%
清仓
—
IAA INC COM
-$230.5K
0
-100%
建仓
KR
KROGER CO
+$230.1K
4,661
增持
COST
COSTCO WHSL CORP NEW
+$229.4K
5,103
+1%
建仓
PLD
PROLOGIS INC.
+$229.3K
1,838
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$228.2K
14,206
+34%
减持
—
BLACKROCK INC
-$222.4K
843
-24%
建仓
GPI
GROUP 1 AUTOMOTIVE INC
+$222.2K
981
清仓
TECH
BIO-TECHNE CORP COM
-$220.8K
0
-100%
建仓
AYI
ACUITY BRANDS INC
+$216.0K
1,182
建仓
GSLC
GOLDMAN SACHS ETF TR
+$213.8K
2,633
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$213.1K
2,544
增持
VXF
VANGUARD INDEX FDS
+$210.8K
11,263
+9%
清仓
CHWY
CHEWY INC CL A
-$210.7K
0
-100%
建仓
DECK
DECKERS OUTDOOR CORP
+$209.9K
467
建仓
DEO
DIAGEO PLC
+$209.0K
1,154
增持
SIGI
SELECTIVE INS GROUP INC
+$207.7K
15,086
+9%
建仓
QSR
RESTAURANT BRANDS INTL INC
+$206.1K
3,070
减持
CCI
CROWN CASTLE INC
-$204.8K
7,554
-16%
建仓
VLO
VALERO ENERGY CORP
+$203.4K
1,457
建仓
CIEN
CIENA CORP
+$202.7K
3,859
建仓
NYT
NEW YORK TIMES CO
+$201.7K
5,188
增持
MCD
MCDONALDS CORP
+$200.7K
8,368
+3%
减持
TIP
ISHARES TR
-$199.1K
15,692
-13%
清仓
—
UMPQUA HLDGS CORP COM
-$195.8K
0
-100%
减持
IEFA
ISHARES TR
-$194.6K
36,384
-15%
增持
LW
LAMB WESTON HLDGS INC
+$193.3K
10,796
+3%
增持
AXP
AMERICAN EXPRESS CO
+$192.4K
3,127
+43%
增持
QQQ
INVESCO QQQ TR
+$191.1K
3,386
+1%
增持
PFE
PFIZER INC
-$190.7K
30,886
+9%
增持
QCOM
QUALCOMM INC
+$188.0K
7,024
+9%
增持
HD
HOME DEPOT INC
-$181.8K
24,272
+4%
增持
GLD
SPDR GOLD TR
+$175.1K
7,518
+6%
增持
AEP
AMERICAN ELEC PWR CO INC
+$169.0K
9,388
+30%
减持
DLR
DIGITAL RLTY TR INC
-$168.0K
3,205
-33%
增持
KEY
KEYCORP
-$165.4K
46,944
+9%
增持
IGSB
ISHARES TR
+$161.4K
30,044
+10%
