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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 10
增持 116
减持 19
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$9.7M
35,098
+193%
增持
MSFT
MICROSOFT CORP
+$9.1M
103,401
+50%
建仓
REZ
ISHARES TR
+$8.0M
120,736
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。
清仓
SLV
ISHARES SILVER TR
-$7.8M
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$6.6M
128,291
+2186%
增持
QGRO
AMERICAN CENTY ETF TR
+$6.2M
285,191
+52%
减持
SUB
ISHARES TR
-$6.2M
4,512
-93%
增持
AMZN
AMAZON COM INC
+$6.1M
164,565
+45%
减持
USRT
ISHARES TR
-$6.1M
6,446
-95%
增持
V
VISA INC
+$5.9M
55,207
+93%
增持
NVDA
NVIDIA CORPORATION
+$5.7M
29,833
+73%
减持
SCHM
SCHWAB STRATEGIC TR
-$5.6M
31,559
-71%
增持
XLV
SELECT SECTOR SPDR TR
+$5.1M
41,209
+2135%
增持
META
META PLATFORMS INC
+$4.8M
38,071
+64%
增持
GOOG
ALPHABET INC
+$4.6M
65,432
+97%
增持
PFXF
VANECK ETF TRUST
+$4.3M
981,839
+42%
增持
GOOGL
ALPHABET INC
+$4.0M
104,039
+29%
增持
ORCL
ORACLE CORP
+$4.0M
68,113
+150%
增持
TSLA
TESLA INC
+$3.8M
32,939
+94%
减持
VUG
VANGUARD INDEX FDS
-$3.5M
72,744
-12%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.5M
20,801
+43%
增持
NFLX
NETFLIX INC
+$2.9M
14,534
+151%
增持
BA
BOEING CO
+$2.7M
32,187
+96%
增持
CALF
PACER FDS TR
+$2.7M
413,544
+16%
增持
MA
MASTERCARD INCORPORATED
+$2.6M
13,983
+90%
增持
ADSK
AUTODESK INC
+$2.6M
21,590
+142%
增持
APO
APOLLO GLOBAL MGMT INC
+$2.6M
43,979
+155%
增持
TLT
ISHARES TR
+$2.6M
36,326
+497%
增持
CRM
SALESFORCE INC
+$2.4M
29,481
+72%
增持
TJX
TJX COS INC NEW
+$2.4M
35,127
+291%
减持
USFR
WISDOMTREE TR
-$2.2M
212,380
-17%
增持
DIS
DISNEY WALT CO
+$2.1M
59,119
+98%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.1M
22,697
+31%
增持
—
LINDE PLC
+$2.0M
9,845
+130%
增持
NVO
NOVO-NORDISK A S
+$2.0M
37,243
+325%
增持
CMCSA
COMCAST CORP NEW
+$2.0M
115,074
+53%
增持
WMB
WILLIAMS COS INC
+$2.0M
163,720
+50%
增持
JPM
JPMORGAN CHASE & CO
+$1.9M
82,605
+20%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.9M
73,448
+112%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.8M
12,748
+73%
增持
VMC
VULCAN MATLS CO
+$1.7M
15,357
+151%
增持
MGV
VANGUARD WORLD FD
+$1.7M
116,748
+19%
减持
XSOE
WISDOMTREE TR
-$1.6M
74,618
-43%
增持
SRE
SEMPRA
+$1.6M
40,596
+427%
增持
REGN
REGENERON PHARMACEUTICALS
+$1.6M
3,031
+151%
建仓
—
ISHARES TR
+$1.6M
69,308
清仓
VNQ
VANGUARD INDEX FDS
-$1.5M
0
-100%
清仓
SCHH
SCHWAB STRATEGIC TR
-$1.4M
0
-100%
增持
BDX
BECTON DICKINSON & CO
+$1.4M
11,247
+98%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.4M
10,623
+39%
增持
PG
PROCTER AND GAMBLE CO
+$1.3M
54,468
+25%
建仓
TMUS
T-MOBILE US INC
+$1.3M
9,405
增持
MRK
MERCK & CO INC
+$1.3M
36,409
+72%
增持
CPRT
COPART INC
+$1.3M
43,832
+552%
增持
FDS
FACTSET RESH SYS INC
+$1.3M
5,999
+76%
增持
MDLZ
MONDELEZ INTL INC
+$1.3M
49,565
+65%
增持
TRV
TRAVELERS COMPANIES INC
+$1.2M
13,608
+138%
增持
—
PIONEER NAT RES CO
+$1.2M
10,766
+78%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
53,236
+24%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.2M
103,315
-16%
增持
ADBE
ADOBE INC
+$1.2M
6,362
+51%
增持
WM
WASTE MGMT INC DEL
+$1.2M
16,920
+108%
增持
ENB
ENBRIDGE INC
+$1.2M
97,273
+73%
增持
CSCO
CISCO SYS INC
+$1.2M
127,943
+16%
增持
AVGO
BROADCOM INC
+$1.1M
4,668
+48%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
70,707
增持
SAP
SAP SE
+$1.1M
15,211
+148%
增持
KO
COCA COLA CO
+$1.1M
51,916
+74%
增持
MKL
MARKEL GROUP INC
+$1.1M
1,334
+113%
增持
KKR
KKR & CO INC
+$1.1M
23,048
+261%
增持
—
ACCENTURE PLC IRELAND
+$1.0M
10,125
+50%
增持
EXPD
EXPEDITORS INTL WASH INC
+$1.0M
15,273
+153%
增持
DEO
DIAGEO PLC
+$1.0M
11,887
+170%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.0M
17,312
+190%
增持
COST
COSTCO WHSL CORP NEW
+$979.7K
7,537
+24%
增持
TDG
TRANSDIGM GROUP INC
+$960.0K
1,864
+173%
增持
NVS
NOVARTIS AG
+$954.2K
15,681
+146%
增持
QCOM
QUALCOMM INC
+$945.3K
23,783
+67%
增持
PFE
PFIZER INC
+$941.6K
78,635
+73%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$934.0K
2,433
+82%
减持
MUNI
PIMCO ETF TR
-$925.4K
17,526
-50%
减持
PHK
PIMCO HIGH INCOME FD
-$908.7K
537,885
-18%
增持
UNP
UNION PAC CORP
+$902.7K
12,481
+56%
减持
WY
WEYERHAEUSER CO MTN BE
-$899.7K
61,979
-26%
增持
NRG
NRG ENERGY INC
+$898.3K
40,844
+126%
增持
WDAY
WORKDAY INC
+$887.6K
6,743
+171%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$884.1K
8,627
+205%
增持
HEI/A
HEICO CORP NEW
+$871.5K
10,361
+212%
增持
BN
BROOKFIELD CORP
+$871.4K
44,772
+185%
增持
PYPL
PAYPAL HLDGS INC
+$869.8K
62,338
+50%
建仓
NOW
SERVICENOW INC
+$868.6K
1,554
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$866.4K
187,499
-7%
减持
MS
MORGAN STANLEY
-$865.7K
9,552
-50%
增持
SBUX
STARBUCKS CORP
+$859.1K
31,263
+55%
增持
SEIC
SEI INVTS CO
+$842.8K
29,171
+90%
增持
GILD
GILEAD SCIENCES INC
+$839.1K
29,014
+67%
增持
AMGN
AMGEN INC
+$838.2K
11,815
+12%
增持
CVX
CHEVRON CORP NEW
+$828.1K
40,231
+6%
增持
ABBV
ABBVIE INC
+$824.5K
31,112
+10%
增持
HD
HOME DEPOT INC
+$822.3K
32,182
+12%
增持
AVB
AVALONBAY CMNTYS INC
+$822.0K
9,036
+134%
减持
VYMI
VANGUARD WHITEHALL FDS
-$821.2K
462,797
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$795.8K
13,709
+82%
增持
ILMN
ILLUMINA INC
+$784.0K
11,806
+165%
增持
MET
METLIFE INC
+$781.1K
20,403
+130%
增持
EIX
EDISON INTL
+$762.1K
22,995
+130%
增持
CSGP
COSTAR GROUP INC
+$753.8K
16,263
+191%
增持
INTC
INTEL CORP
+$749.1K
58,380
+47%
增持
PPG
PPG INDS INC
+$745.0K
21,504
+56%
增持
SHOP
SHOPIFY INC
+$741.0K
43,669
+72%
减持
PSX
PHILLIPS 66
+$728.6K
29,752
-0%
增持
YUM
YUM BRANDS INC
+$728.4K
11,421
+127%
增持
AMP
AMERIPRISE FINL INC
+$721.6K
5,027
+78%
建仓
BKNG
BOOKING HOLDINGS INC
+$715.5K
232
减持
VZ
VERIZON COMMUNICATIONS INC
-$713.7K
44,866
-23%
增持
NOC
NORTHROP GRUMMAN CORP
+$711.2K
6,303
+39%
增持
AAPL
APPLE INC
-$710.3K
199,985
+11%
增持
ROP
ROPER TECHNOLOGIES INC
+$710.0K
2,295
+175%
减持
AGG
ISHARES TR
-$709.7K
14,916
-31%
增持
ISRG
INTUITIVE SURGICAL INC
+$693.9K
4,715
+136%
增持
LOW
LOWES COS INC
+$692.7K
13,983
+43%
建仓
ABNB
AIRBNB INC
+$649.2K
4,732
增持
LLY
ELI LILLY & CO
+$642.0K
3,310
+37%
增持
COF
CAPITAL ONE FINL CORP
+$608.5K
13,755
+107%
减持
SCHC
SCHWAB STRATEGIC TR
-$608.1K
17,685
-49%
增持
KMX
CARMAX INC
+$595.0K
14,742
+176%
增持
IT
GARTNER INC
+$586.9K
2,593
+199%
清仓
XLU
SELECT SECTOR SPDR TR
-$583.8K
0
-100%
增持
BRO
BROWN & BROWN INC
+$575.2K
21,372
+60%
增持
LEN
LENNAR CORP
+$566.5K
9,413
+141%
清仓
—
VMWARE INC
-$565.4K
0
-100%
增持
PSA
PUBLIC STORAGE
+$562.5K
5,545
+80%
增持
VTI
VANGUARD INDEX FDS
+$543.5K
17,124
+22%
增持
LDUR
PIMCO ETF TR
+$543.4K
54,992
+12%
增持
PGR
PROGRESSIVE CORP
+$543.2K
5,585
+215%
增持
PNC
PNC FINL SVCS GROUP INC
+$539.2K
15,680
+43%
增持
IJH
ISHARES TR
+$536.6K
3,314
+199%
建仓
JBL
JABIL INC
+$529.6K
4,174
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$526.5K
20,499
+2%
增持
TYL
TYLER TECHNOLOGIES INC
+$521.2K
2,203
+179%
建仓
ONEQ
FIDELITY COMWLTH TR
+$519.9K
10,000
建仓
CBRE
CBRE GROUP INC
+$510.7K
6,915
减持
MUB
ISHARES TR
-$508.7K
13,854
-23%
减持
HYD
VANECK ETF TRUST
-$508.1K
4,231
-70%
增持
EQT
EQT CORP
+$507.4K
22,643
+126%
增持
EXE
CHESAPEAKE ENERGY CORP
+$507.1K
10,359
+124%
增持
AIG
AMERICAN INTL GROUP INC
+$501.2K
15,270
+107%
增持
ZTS
ZOETIS INC
+$500.6K
4,367
+190%
增持
DHR
DANAHER CORPORATION
+$494.2K
6,874
+36%
增持
VYM
VANGUARD WHITEHALL FDS
+$490.5K
166,776
+6%
