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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 13
增持 97
减持 34
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
IGSB
ISHARES TR
+$37.0M
752,879
+2178%
增持
COWZ
PACER FDS TR
+$16.1M
332,270
+1293%
减持
PFXF
VANECK ETF TRUST
-$15.8M
42,174
-96%
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
PFF
ISHARES TR
+$12.7M
423,551
+2312%
增持
MSFT
MICROSOFT CORP
+$11.0M
116,181
+12%
增持
LDUR
PIMCO ETF TR
+$10.7M
167,383
+204%
减持
MGV
VANGUARD WORLD FD
-$9.2M
24,119
-79%
增持
AAPL
APPLE INC
+$8.8M
223,655
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$8.7M
49,964
+42%
减持
USFR
WISDOMTREE TR
-$7.9M
56,113
-74%
增持
IWB
ISHARES TR
+$7.8M
33,903
+614%
增持
IWF
ISHARES TR
+$7.6M
52,135
+69%
增持
AGG
ISHARES TR
+$5.9M
74,033
+396%
增持
AMZN
AMAZON COM INC
+$5.9M
176,460
+7%
增持
QGRO
AMERICAN CENTY ETF TR
+$5.1M
320,113
+12%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$5.0M
255,806
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$4.4M
3,855
-94%
增持
CALF
PACER FDS TR
+$4.2M
446,924
+8%
减持
VYMI
VANGUARD WHITEHALL FDS
-$4.0M
371,165
-20%
增持
JPM
JPMORGAN CHASE & CO
+$3.8M
92,671
+12%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$3.5M
172,355
增持
VTEB
VANGUARD MUN BD FDS
+$3.4M
78,654
+499%
增持
AVGO
BROADCOM INC
+$3.3M
6,432
+38%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
32,512
+9%
减持
MINT
PIMCO ETF TR
-$3.1M
72,837
-30%
增持
META
META PLATFORMS INC
+$2.8M
40,306
+6%
增持
VTI
VANGUARD INDEX FDS
+$2.8M
27,124
+58%
增持
BA
BOEING CO
+$2.8M
34,364
+7%
减持
XLV
SELECT SECTOR SPDR TR
-$2.6M
19,942
-52%
增持
V
VISA INC
+$2.5M
58,398
+6%
清仓
PHK
PIMCO HIGH INCOME FD
-$2.4M
0
-100%
增持
GOOGL
ALPHABET INC
+$2.4M
114,417
+10%
增持
NVO
NOVO-NORDISK A S
+$2.3M
55,026
+48%
减持
VOO
VANGUARD INDEX FDS
-$2.1M
4,706
-55%
减持
VUG
VANGUARD INDEX FDS
+$2.0M
70,301
-3%
增持
UNP
UNION PAC CORP
+$2.0M
18,512
+48%
增持
—
EXXON MOBIL CORP
+$2.0M
41,952
+123%
增持
CRM
SALESFORCE INC
+$1.9M
30,064
+2%
增持
MUB
ISHARES TR
+$1.9M
30,804
+122%
增持
NFLX
NETFLIX INC
+$1.8M
15,032
+3%
增持
REZ
ISHARES TR
+$1.6M
129,399
+7%
减持
CVX
CHEVRON CORP NEW
-$1.5M
35,539
-12%
减持
SCHW
SCHWAB CHARLES CORP
-$1.5M
4,885
-85%
增持
HD
HOME DEPOT INC
+$1.5M
32,321
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.4M
117,889
+14%
减持
PYPL
PAYPAL HLDGS INC
-$1.4M
36,457
-42%
增持
PG
PROCTER AND GAMBLE CO
+$1.3M
63,055
+16%
增持
HYD
VANECK ETF TRUST
+$1.3M
28,465
+573%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
146,576
+14%
增持
CME
CME GROUP INC
+$1.2M
20,963
+29%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.2M
132,958
+88%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
10,285
-26%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.1M
13,687
+7%
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
8,106
+8%
增持
LMT
LOCKHEED MARTIN CORP
+$1.1M
3,848
+138%
增持
TJX
TJX COS INC NEW
+$1.1M
44,779
+27%
增持
QCOM
QUALCOMM INC
+$1.1M
25,700
+8%
增持
—
ASTRAZENECA PLC
+$1.1M
21,112
+311%
增持
SHOP
SHOPIFY INC
+$1.1M
44,315
+1%
增持
ADBE
ADOBE INC
+$1.0M
7,180
+13%
增持
GOOG
ALPHABET INC
+$1.0M
68,450
+5%
增持
WFC
WELLS FARGO CO NEW
+$982.3K
105,457
+2%
增持
INTC
INTEL CORP
+$918.0K
59,570
+2%
增持
ADSK
AUTODESK INC
+$914.5K
22,103
+2%
增持
TXN
TEXAS INSTRS INC
+$908.3K
11,016
+81%
增持
IWR
ISHARES TR
+$896.6K
28,266
+51%
减持
TGT
TARGET CORP
-$886.4K
7,832
-57%
清仓
MUNI
PIMCO ETF TR
-$877.5K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$857.9K
21,550
+4%
增持
—
ACCENTURE PLC IRELAND
+$828.8K
11,223
+11%
增持
INTU
INTUIT
+$826.7K
3,170
+40%
减持
PFE
PFIZER INC
-$820.1K
62,111
-21%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$792.2K
171,621
-8%
减持
ILMN
ILLUMINA INC
-$780.7K
6,033
-49%
增持
IVW
ISHARES TR
+$780.6K
40,580
+22%
增持
HWM
HOWMET AEROSPACE INC
+$765.1K
34,224
+46%
增持
PSA
PUBLIC STORAGE
+$756.8K
7,272
+31%
增持
PRU
PRUDENTIAL FINL INC
+$716.4K
19,081
+43%
减持
ENB
ENBRIDGE INC
-$694.5K
71,229
-27%
建仓
ICOW
PACER FDS TR
+$686.3K
21,969
建仓
DHI
D R HORTON INC
+$662.5K
4,359
建仓
EFG
ISHARES TR
+$647.6K
6,686
增持
KKR
KKR & CO INC
+$628.0K
24,717
+7%
减持
VYM
VANGUARD WHITEHALL FDS
-$625.5K
148,758
-11%
减持
PSX
PHILLIPS 66
-$621.6K
22,180
-25%
减持
DEO
DIAGEO PLC
-$610.7K
7,982
-33%
增持
XLI
SELECT SECTOR SPDR TR
+$608.5K
7,255
+237%
增持
VMC
VULCAN MATLS CO
+$594.0K
16,283
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$585.5K
23,934
+5%
增持
NRG
NRG ENERGY INC
+$571.7K
41,489
+2%
增持
APO
APOLLO GLOBAL MGMT INC
+$565.4K
48,427
+10%
增持
COF
CAPITAL ONE FINL CORP
+$564.4K
14,485
+5%
增持
WM
WASTE MGMT INC DEL
+$558.4K
17,519
+4%
建仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
+$552.9K
14,384
增持
TRV
TRAVELERS COMPANIES INC
+$542.3K
14,513
+7%
增持
PH
PARKER-HANNIFIN CORP
+$540.5K
5,074
+10%
减持
ALB
ALBEMARLE CORP
-$538.0K
4,046
-39%
增持
SAP
SAP SE
+$522.6K
16,105
+6%
增持
NUE
NUCOR CORP
+$521.2K
19,516
+6%
增持
CMCSA
COMCAST CORP NEW
+$520.9K
128,239
+11%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$518.2K
2,873
+18%
增持
BN
BROOKFIELD CORP
+$513.5K
47,694
+7%
增持
C
CITIGROUP INC
+$511.2K
49,537
+0%
增持
WDAY
WORKDAY INC
+$507.9K
7,088
+5%
减持
SQ
BLOCK INC
+$504.3K
17,487
-9%
清仓
GLDM
WORLD GOLD TR
-$494.0K
0
-100%
减持
BAC
BANK AMERICA CORP
+$493.0K
141,999
-9%
建仓
SIL
GLOBAL X FDS
+$482.7K
17,016
增持
CSX
CSX CORP
+$479.2K
96,492
+4%
减持
EXE
CHESAPEAKE ENERGY CORP
-$478.6K
5,390
-48%
增持
AMAT
APPLIED MATLS INC
+$477.8K
9,578
+23%
增持
TMUS
T-MOBILE US INC
+$471.8K
11,158
+19%
减持
CSCO
CISCO SYS INC
-$471.7K
126,811
-1%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$459.7K
19,010
增持
FDS
FACTSET RESH SYS INC
+$458.8K
6,460
+8%
增持
LLY
ELI LILLY & CO
+$451.4K
3,824
+16%
增持
ABT
ABBOTT LABS
+$445.1K
26,522
+4%
建仓
XLK
SELECT SECTOR SPDR TR
+$440.7K
2,290
增持
GD
GENERAL DYNAMICS CORP
+$437.4K
8,818
+5%
增持
ITA
ISHARES TR
+$428.0K
5,055
+153%
增持
ISRG
INTUITIVE SURGICAL INC
+$427.8K
5,353
+14%
清仓
PAYC
PAYCOM SOFTWARE INC
-$425.0K
0
-100%
增持
USB
US BANCORP DEL
+$422.4K
22,164
+36%
增持
TDG
TRANSDIGM GROUP INC
+$415.2K
1,964
+5%
建仓
APA
APA CORPORATION
+$414.1K
11,540
减持
PPG
PPG INDS INC
+$412.3K
21,421
-0%
增持
NOC
NORTHROP GRUMMAN CORP
+$409.0K
6,800
+8%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$401.6K
140,947
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$397.2K
169,212
-10%
增持
MS
MORGAN STANLEY
+$396.5K
12,618
+32%
减持
EMR
EMERSON ELEC CO
-$394.3K
5,043
-45%
增持
AMP
AMERIPRISE FINL INC
+$393.0K
5,398
+7%
增持
CAT
CATERPILLAR INC
+$391.0K
11,908
+4%
增持
—
LINDE PLC
+$389.0K
9,873
+0%
增持
WY
WEYERHAEUSER CO MTN BE
+$383.0K
65,668
+6%
增持
BDX
BECTON DICKINSON & CO
+$380.1K
13,484
+20%
增持
HON
HONEYWELL INTL INC
+$371.0K
13,150
+2%
清仓
—
BUNGE LIMITED
-$370.2K
0
-100%
增持
GLD
SPDR GOLD TR
+$370.0K
8,356
+17%
增持
LEN
LENNAR CORP
+$366.8K
9,549
+1%
增持
BX
BLACKSTONE INC
+$360.3K
11,781
+7%
减持
UPS
UNITED PARCEL SERVICE INC
-$356.3K
19,157
-11%
清仓
EPAM
EPAM SYS INC
-$354.6K
0
-100%
增持
MCD
MCDONALDS CORP
+$350.8K
8,440
+3%
建仓
PLD
PROLOGIS INC.
+$350.2K
2,627
建仓
EMLC
VANECK ETF TRUST
+$348.8K
13,760
减持
LOW
LOWES COS INC
-$344.2K
11,513
-18%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$343.4K
1,345
减持
WCBR
WISDOMTREE TR
+$337.0K
72,600
-1%
减持
SPDW
SPDR INDEX SHS FDS
-$336.7K
129,682
-15%
