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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 39
增持 97
减持 11
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
CALF
PACER FDS TR
+$14.3M
357,735
+4309%
增持
MSFT
MICROSOFT CORP
+$9.4M
69,038
+41%
增持
AAPL
APPLE INC
+$8.1M
180,182
+11%
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。
增持
USFR
WISDOMTREE TR
+$7.2M
256,950
+125%
减持
SCHC
SCHWAB STRATEGIC TR
-$6.5M
34,897
-85%
增持
AMZN
AMAZON COM INC
+$6.4M
113,882
+39%
增持
SLV
ISHARES SILVER TR
+$5.1M
373,465
+205%
增持
NVDA
NVIDIA CORPORATION
+$5.0M
17,220
+111%
建仓
WFC
WELLS FARGO CO NEW
+$4.5M
104,277
增持
META
META PLATFORMS INC
+$4.3M
23,217
+112%
增持
V
VISA INC
+$4.0M
28,650
+129%
增持
SUB
ISHARES TR
+$3.9M
64,034
+143%
增持
GOOGL
ALPHABET INC
+$3.7M
80,608
+41%
增持
VOO
VANGUARD INDEX FDS
+$3.3M
10,084
+398%
增持
JPM
JPMORGAN CHASE & CO
+$3.0M
69,075
+27%
增持
ORCL
ORACLE CORP
+$2.9M
27,298
+624%
增持
TSLA
TESLA INC
+$2.8M
16,988
+108%
增持
VYMI
VANGUARD WHITEHALL FDS
+$2.5M
466,198
+7%
增持
BA
BOEING CO
+$2.2M
16,386
+173%
增持
BAC
BANK AMERICA CORP
+$2.1M
160,024
+84%
增持
GOOG
ALPHABET INC
+$2.1M
33,218
+81%
增持
NFLX
NETFLIX INC
+$2.0M
5,795
+276%
建仓
C
CITIGROUP INC
+$2.0M
43,479
增持
PG
PROCTER AND GAMBLE CO
+$2.0M
43,631
+39%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.9M
14,590
+36%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.9M
157,828
+12%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.9M
577,225
+15%
增持
QGRO
AMERICAN CENTY ETF TR
+$1.8M
187,714
+8%
增持
CRM
SALESFORCE INC
+$1.8M
17,110
+90%
清仓
COMT
ISHARES U S ETF TR
-$1.8M
0
-100%
增持
HD
HOME DEPOT INC
+$1.7M
28,656
+18%
增持
WMB
WILLIAMS COS INC
+$1.7M
108,880
+74%
减持
VUG
VANGUARD INDEX FDS
-$1.6M
82,291
-18%
减持
IEFA
ISHARES TR
-$1.6M
12,724
-65%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.5M
7,373
+120%
增持
JNJ
JOHNSON & JOHNSON
+$1.5M
42,848
+19%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.5M
34,661
+306%
增持
IWF
ISHARES TR
+$1.5M
31,022
+7%
增持
ADSK
AUTODESK INC
+$1.5M
8,916
+423%
增持
CMCSA
COMCAST CORP NEW
+$1.4M
75,456
+69%
建仓
VMC
VULCAN MATLS CO
+$1.4M
6,127
建仓
APO
APOLLO GLOBAL MGMT INC
+$1.3M
17,243
增持
MDLZ
MONDELEZ INTL INC
+$1.3M
29,957
+140%
增持
—
LINDE PLC
+$1.3M
4,288
+302%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.2M
23,153
+118%
增持
AVGO
BROADCOM INC
+$1.2M
3,144
+34%
建仓
SRE
SEMPRA
+$1.1M
7,703
增持
MRK
MERCK & CO INC
+$1.1M
21,170
+68%
增持
DIS
DISNEY WALT CO
+$1.1M
29,863
+91%
增持
NVO
NOVO-NORDISK A S
+$1.1M
8,771
+333%
增持
ENB
ENBRIDGE INC
+$1.1M
56,252
+109%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.1M
187,980
+7%
增持
SHOP
SHOPIFY INC
+$1.0M
25,418
+98%
增持
BDX
BECTON DICKINSON & CO
+$1.0M
5,681
+196%
增持
KO
COCA COLA CO
+$973.3K
29,875
+124%
增持
NOC
NORTHROP GRUMMAN CORP
+$959.9K
4,527
+89%
减持
ABBV
ABBVIE INC
-$935.6K
28,301
-5%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$920.4K
4,206
+43%
增持
WY
WEYERHAEUSER CO MTN BE
+$887.8K
83,557
+32%
建仓
IWV
ISHARES TR
+$884.6K
3,476
建仓
REGN
REGENERON PHARMACEUTICALS
+$868.0K
1,208
减持
IVV
ISHARES TR
-$860.8K
5,401
-32%
增持
SCHW
SCHWAB CHARLES CORP
+$859.1K
35,497
+61%
增持
XSOE
WISDOMTREE TR
+$853.7K
129,892
+30%
建仓
SAP
SAP SE
+$840.7K
6,145
增持
MA
MASTERCARD INCORPORATED
+$827.2K
7,344
+29%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$818.8K
17,287
+5%
增持
SCHM
SCHWAB STRATEGIC TR
+$813.3K
109,506
+7%
增持
QCOM
QUALCOMM INC
+$799.9K
14,248
+103%
增持
USRT
ISHARES TR
+$799.7K
123,813
+12%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$793.6K
1,337
+135%
增持
NUE
NUCOR CORP
+$782.8K
19,047
+26%
增持
PPG
PPG INDS INC
+$771.7K
13,798
+45%
增持
PM
PHILIP MORRIS INTL INC
+$762.7K
23,506
+49%
减持
TGT
TARGET CORP
-$757.8K
17,912
-5%
增持
PH
PARKER-HANNIFIN CORP
+$756.5K
3,718
+80%
增持
COST
COSTCO WHSL CORP NEW
+$742.8K
6,089
+19%
增持
WM
WASTE MGMT INC DEL
+$734.4K
8,120
+97%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$731.6K
6,040
建仓
AVB
AVALONBAY CMNTYS INC
+$729.8K
3,856
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$727.0K
202,022
+9%
建仓
COF
CAPITAL ONE FINL CORP
+$726.4K
6,642
建仓
BX
BLACKSTONE INC
+$720.6K
7,751
建仓
YUM
YUM BRANDS INC
+$698.6K
5,042
增持
AMT
AMERICAN TOWER CORP NEW
+$697.8K
7,521
+102%
增持
TRV
TRAVELERS COMPANIES INC
+$697.3K
5,717
+232%
建仓
EIX
EDISON INTL
+$693.3K
9,982
增持
DE
DEERE & CO
+$687.2K
8,358
+28%
建仓
ISRG
INTUITIVE SURGICAL INC
+$684.2K
2,001
增持
VEA
VANGUARD TAX-MANAGED FDS
+$647.7K
89,595
+16%
建仓
NVS
NOVARTIS AG
+$643.1K
6,373
增持
HON
HONEYWELL INTL INC
+$637.8K
11,250
+27%
增持
PFXF
VANECK ETF TRUST
+$633.6K
692,030
+5%
建仓
TLT
ISHARES TR
+$626.3K
6,084
建仓
CPRT
COPART INC
+$613.3K
6,724
建仓
TDG
TRANSDIGM GROUP INC
+$611.6K
684
增持
ABT
ABBOTT LABS
+$608.5K
19,733
+30%
增持
SPY
SPDR S&P 500 ETF TR
+$597.6K
11,964
+4%
增持
ILMN
ILLUMINA INC
+$573.5K
4,463
+294%
增持
PYPL
PAYPAL HLDGS INC
+$564.6K
41,577
+43%
增持
FDS
FACTSET RESH SYS INC
+$561.1K
3,399
+76%
建仓
WDAY
WORKDAY INC
+$561.1K
2,484
增持
DEO
DIAGEO PLC
+$554.6K
4,402
+281%
减持
UNP
UNION PAC CORP
-$549.1K
8,009
-26%
建仓
SYF
SYNCHRONY FINANCIAL
+$537.1K
15,833
增持
—
ACCENTURE PLC IRELAND
+$535.7K
6,757
+25%
增持
SEIC
SEI INVTS CO
+$532.1K
15,334
+131%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$530.0K
1,148
增持
FDX
FEDEX CORP
+$529.3K
16,820
+6%
建仓
BN
BROOKFIELD CORP
+$528.6K
15,710
建仓
GM
GENERAL MTRS CO
+$514.2K
13,336
增持
CSCO
CISCO SYS INC
+$507.1K
110,618
+11%
建仓
MET
METLIFE INC
+$502.4K
8,888
增持
—
DORIAN LPG LTD
+$501.4K
30,354
+118%
增持
GILD
GILEAD SCIENCES INC
+$498.9K
17,326
+72%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$498.1K
5,976
建仓
CSGP
COSTAR GROUP INC
+$496.7K
5,581
建仓
LEN
LENNAR CORP
+$490.0K
3,910
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$479.9K
7,736
+204%
建仓
IDXX
IDEXX LABS INC
+$479.6K
955
增持
ED
CONSOLIDATED EDISON INC
+$472.1K
22,578
+38%
增持
—
PIONEER NAT RES CO
+$469.7K
6,043
+58%
增持
CME
CME GROUP INC
+$468.1K
17,345
+21%
建仓
HEI/A
HEICO CORP NEW
+$467.4K
3,324
减持
ULTA
ULTA BEAUTY INC
-$464.1K
469
-63%
减持
SCHX
SCHWAB STRATEGIC TR
+$463.4K
122,629
-0%
增持
AMP
AMERIPRISE FINL INC
+$461.3K
2,817
+82%
建仓
KMX
CARMAX INC
+$447.7K
5,349
增持
DHR
DANAHER CORPORATION
+$444.3K
5,047
+66%
减持
KEY
KEYCORP
-$441.3K
15,847
-66%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$438.8K
57,144
+12%
增持
PNC
PNC FINL SVCS GROUP INC
+$438.3K
11,003
+48%
增持
HWM
HOWMET AEROSPACE INC
+$434.5K
15,959
+90%
增持
AMAT
APPLIED MATLS INC
+$428.9K
6,417
+58%
清仓
OUNZ
VANECK MERK GOLD TR
-$428.7K
0
-100%
清仓
WHR
WHIRLPOOL CORP
-$427.8K
0
-100%
增持
BRO
BROWN & BROWN INC
+$425.9K
13,327
+56%
建仓
AIG
AMERICAN INTL GROUP INC
+$424.1K
7,371
建仓
FCX
FREEPORT-MCMORAN INC
+$416.2K
10,405
建仓
HLT
HILTON WORLDWIDE HLDGS INC
+$411.5K
2,827
建仓
EQT
EQT CORP
+$411.4K
10,003
减持
BTI
BRITISH AMERN TOB PLC
-$410.2K
16,137
-40%
增持
PFE
PFIZER INC
+$406.6K
45,439
+47%
增持
CSX
CSX CORP
+$405.2K
87,477
+2%
建仓
ROP
ROPER TECHNOLOGIES INC
+$401.5K
835
建仓
EXE
CHESAPEAKE ENERGY CORP
+$386.2K
4,615
增持
CVX
CHEVRON CORP NEW
+$385.7K
37,849
+11%
增持
SQ
BLOCK INC
+$379.9K
11,020
+114%
建仓
ATO
ATMOS ENERGY CORP
+$376.5K
3,236
建仓
FAST
FASTENAL CO
+$371.3K
6,294
