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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 10
增持 73
减持 58
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
SPBO
SPDR SER TR
+$25.1M
861,841
减持
IGSB
ISHARES TR
-$18.8M
385,576
-49%
减持
LDUR
PIMCO ETF TR
-$12.6M
34,284
-80%
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。
建仓
FALN
ISHARES TR
+$12.1M
450,899
增持
TLT
ISHARES TR
+$11.9M
163,522
+359%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$9.9M
114,604
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$9.3M
160,601
-72%
建仓
SPYM
SPDR SER TR
+$9.0M
145,733
减持
NVDA
NVIDIA CORPORATION
+$8.2M
26,881
-17%
减持
PFF
ISHARES TR
-$8.1M
159,704
-62%
减持
IWB
ISHARES TR
-$7.5M
4,667
-86%
增持
MSFT
MICROSOFT CORP
+$7.4M
121,315
+4%
增持
QGRO
AMERICAN CENTY ETF TR
+$6.6M
364,173
+14%
减持
AGG
ISHARES TR
-$6.3M
11,044
-85%
增持
VXF
VANGUARD INDEX FDS
+$6.2M
43,622
+389%
减持
IWF
ISHARES TR
-$6.0M
29,215
-44%
增持
AMZN
AMAZON COM INC
+$5.6M
179,724
+2%
清仓
BSCR
INVESCO EXCH TRD SLF IDX FD
-$5.0M
0
-100%
减持
META
META PLATFORMS INC
+$5.0M
39,619
-2%
增持
AAPL
APPLE INC
-$4.4M
225,497
+1%
增持
COWZ
PACER FDS TR
+$4.1M
368,107
+11%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.9M
82,334
+1423%
增持
DIS
DISNEY WALT CO
+$3.7M
71,728
+29%
增持
SCHC
SCHWAB STRATEGIC TR
+$3.4M
101,286
+1366%
减持
VTEB
VANGUARD MUN BD FDS
-$3.3M
14,913
-81%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.1M
110,392
+641%
增持
SPDW
SPDR INDEX SHS FDS
+$3.0M
205,486
+58%
增持
MINT
PIMCO ETF TR
+$2.9M
101,260
+39%
减持
JPM
JPMORGAN CHASE & CO
+$2.8M
92,501
-0%
增持
CALF
PACER FDS TR
+$2.6M
489,756
+10%
增持
PEP
PEPSICO INC
+$2.6M
39,692
+55%
增持
ORCL
ORACLE CORP
+$2.6M
79,484
+13%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.5M
157,637
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.4M
124,437
+55%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$2.3M
52,712
-63%
减持
DLN
WISDOMTREE TR
-$2.3M
8,172
-81%
减持
SCHM
SCHWAB STRATEGIC TR
-$2.2M
2,650
-92%
减持
USFR
WISDOMTREE TR
-$2.2M
12,878
-77%
增持
GOOGL
ALPHABET INC
+$2.2M
120,165
+5%
增持
QCOM
QUALCOMM INC
+$2.1M
34,244
+33%
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
10,110
+25%
增持
INTU
INTUIT
+$2.0M
6,190
+95%
增持
NFLX
NETFLIX INC
+$1.9M
15,214
+1%
增持
V
VISA INC
+$1.8M
60,932
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.8M
12,146
+22%
增持
—
EXXON MOBIL CORP
+$1.7M
51,007
+22%
增持
PANW
PALO ALTO NETWORKS INC
+$1.7M
7,727
+376%
清仓
—
ISHARES TR
-$1.7M
0
-100%
增持
NVO
NOVO-NORDISK A S
+$1.7M
57,342
+4%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.7M
80,430
-32%
减持
XSOE
WISDOMTREE TR
-$1.6M
8,483
-87%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.5M
16,464
+126%
增持
TSLA
TESLA INC
+$1.4M
54,787
+65%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.4M
3,754
-45%
增持
VBK
VANGUARD INDEX FDS
+$1.4M
7,211
+240%
增持
AVGO
BROADCOM INC
+$1.4M
6,436
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
23,500
-2%
增持
MRK
MERCK & CO INC
+$1.3M
39,805
+11%
减持
MGV
VANGUARD WORLD FD
-$1.3M
11,327
-53%
减持
DE
DEERE & CO
-$1.3M
6,439
-34%
减持
BAC
BANK AMERICA CORP
-$1.2M
93,795
-34%
减持
CSCO
CISCO SYS INC
-$1.2M
104,012
-18%
减持
HYD
VANECK ETF TRUST
-$1.2M
5,562
-80%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
64,148
+2%
增持
ABT
ABBOTT LABS
+$1.2M
35,947
+36%
减持
CRM
SALESFORCE INC
+$1.1M
30,041
-0%
增持
KVUE
KENVUE INC
+$1.1M
65,586
+420%
减持
HD
HOME DEPOT INC
+$1.1M
32,136
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
43,278
-13%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.1M
20,020
减持
ADBE
ADOBE INC
-$1.0M
6,414
-11%
减持
VUG
VANGUARD INDEX FDS
+$1.0M
66,508
-5%
建仓
DTE
DTE ENERGY CO
+$1.0M
9,206
增持
ENB
ENBRIDGE INC
+$996.8K
98,465
+38%
增持
HLN
HALEON PLC
+$953.6K
131,665
+560%
增持
DEO
DIAGEO PLC
+$942.6K
14,153
+77%
减持
WFC
WELLS FARGO CO NEW
+$904.4K
105,159
-0%
增持
ILMN
ILLUMINA INC
+$888.7K
12,589
+109%
增持
APD
AIR PRODS & CHEMS INC
+$868.8K
6,735
+142%
减持
VYMI
VANGUARD WHITEHALL FDS
-$860.8K
346,192
-7%
增持
RTX
RTX CORPORATION
+$855.8K
33,044
+17%
建仓
XYLD
GLOBAL X FDS
+$815.8K
20,000
减持
MA
MASTERCARD INCORPORATED
-$796.1K
7,456
-28%
增持
TMUS
T-MOBILE US INC
+$771.8K
15,689
+41%
增持
TRV
TRAVELERS COMPANIES INC
+$763.9K
15,332
+6%
减持
CAT
CATERPILLAR INC
+$760.3K
11,683
-2%
减持
APO
APOLLO GLOBAL MGMT INC
+$758.5K
46,878
-3%
建仓
SNOW
SNOWFLAKE INC
+$742.9K
4,597
增持
VOO
VANGUARD INDEX FDS
+$723.4K
5,781
+23%
减持
IVW
ISHARES TR
-$717.9K
27,589
-32%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$716.1K
130,334
-2%
减持
GOOG
ALPHABET INC
+$706.1K
67,994
-1%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$703.8K
82,944
+13%
增持
—
PIONEER NAT RES CO
+$669.3K
12,213
+8%
增持
CMCSA
COMCAST CORP NEW
+$666.6K
145,095
+13%
建仓
FICO
FAIR ISAAC CORP
+$652.1K
522
清仓
EFG
ISHARES TR
-$647.6K
0
-100%
减持
VMC
VULCAN MATLS CO
+$627.5K
15,843
-3%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$623.2K
2,970
+3%
增持
ADSK
AUTODESK INC
+$611.7K
23,014
+4%
增持
XLF
SELECT SECTOR SPDR TR
+$611.4K
24,120
+124%
增持
WM
WASTE MGMT INC DEL
+$609.9K
17,582
+0%
增持
GM
GENERAL MTRS CO
+$598.5K
31,870
+35%
减持
NUBD
NUSHARES ETF TR
-$592.2K
33,793
-44%
增持
KO
COCA COLA CO
+$576.0K
60,356
+14%
减持
LLY
ELI LILLY & CO
+$566.2K
3,593
-6%
减持
C
CITIGROUP INC
+$553.6K
49,049
-1%
清仓
FEMS
FIRST TR EXCH TRD ALPHDX FD
-$552.9K
0
-100%
增持
IWM
ISHARES TR
+$550.0K
5,719
+76%
减持
IWR
ISHARES TR
-$549.0K
19,599
-31%
增持
PH
PARKER-HANNIFIN CORP
+$543.0K
5,183
+2%
增持
SQ
BLOCK INC
+$535.0K
22,318
+28%
增持
PYPL
PAYPAL HLDGS INC
+$534.9K
41,405
+14%
增持
REGN
REGENERON PHARMACEUTICALS
+$527.8K
3,473
+8%
增持
BDX
BECTON DICKINSON & CO
+$522.0K
15,396
+14%
增持
SRE
SEMPRA
+$519.8K
46,782
+23%
减持
CVX
CHEVRON CORP NEW
-$517.7K
30,324
-15%
减持
—
LINDE PLC
+$509.5K
9,830
-0%
增持
REZ
ISHARES TR
+$498.9K
138,925
+7%
减持
XLI
SELECT SECTOR SPDR TR
-$498.9K
2,605
-64%
清仓
SIL
GLOBAL X FDS
-$482.7K
0
-100%
增持
AMT
AMERICAN TOWER CORP NEW
+$476.4K
15,518
+29%
增持
UNH
UNITEDHEALTH GROUP INC
-$446.0K
22,033
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$439.9K
155,967
-8%
减持
ABBV
ABBVIE INC
+$434.3K
28,076
-7%
减持
NUE
NUCOR CORP
-$433.0K
14,975
-23%
增持
SEIC
SEI INVTS CO
+$430.4K
31,874
+9%
增持
ISRG
INTUITIVE SURGICAL INC
+$421.4K
5,581
+4%
减持
WMB
WILLIAMS COS INC
+$421.4K
143,889
-3%
减持
AMAT
APPLIED MATLS INC
+$420.9K
9,568
-0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$418.0K
14,323
+5%
清仓
EXE
CHESAPEAKE ENERGY CORP
-$414.7K
0
-100%
清仓
BILL
BILL HOLDINGS INC
-$412.2K
0
-100%
增持
DHR
DANAHER CORPORATION
+$411.9K
8,789
+14%
减持
MSTR
MICROSTRATEGY INC
+$397.9K
395
-9%
增持
AMP
AMERIPRISE FINL INC
+$393.2K
5,573
+3%
减持
CPRT
COPART INC
+$375.6K
42,626
-0%
增持
COF
CAPITAL ONE FINL CORP
+$367.6K
15,225
+5%
增持
BRO
BROWN & BROWN INC
+$366.0K
22,053
+0%
增持
PNC
PNC FINL SVCS GROUP INC
+$365.9K
15,683
+12%
减持
HWM
HOWMET AEROSPACE INC
+$360.3K
32,332
-6%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$355.7K
829
减持
SAP
SAP SE
+$351.3K
14,567
-10%
清仓
EMLC
VANECK ETF TRUST
-$348.8K
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$346.7K
0
-100%
减持
PSX
PHILLIPS 66
-$344.8K
15,968
-28%
减持
ICOW
PACER FDS TR
-$340.2K
10,832
-51%
减持
LOW
LOWES COS INC
+$334.9K
11,373
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$330.3K
14,807
+61%
减持
—
EATON CORP PLC
+$330.3K
4,761
-1%
