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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 16
增持 82
减持 42
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SPYM
SPDR SER TR
+$12.6M
337,651
+132%
增持
NVDA
NVIDIA CORPORATION
+$11.3M
287,766
+971%
减持
AAPL
APPLE INC
+$8.6M
224,381
-0%
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
VYMI
VANGUARD WHITEHALL FDS
-$7.6M
236,887
-32%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$7.5M
336,431
+205%
增持
SPBO
SPDR SER TR
+$6.2M
1,088,765
+26%
减持
WFC
WELLS FARGO CO NEW
-$5.7M
6,226
-94%
增持
GOOGL
ALPHABET INC
+$5.5M
129,829
+8%
减持
COWZ
PACER FDS TR
-$5.1M
298,626
-19%
减持
VYM
VANGUARD WHITEHALL FDS
-$4.8M
120,292
-24%
减持
CALF
PACER FDS TR
-$4.8M
443,642
-9%
增持
SPDW
SPDR INDEX SHS FDS
+$4.3M
331,129
+61%
增持
VXF
VANGUARD INDEX FDS
+$3.7M
66,954
+53%
减持
QGRO
AMERICAN CENTY ETF TR
-$3.6M
317,555
-13%
建仓
PWRD
TCW ETF TRUST
+$3.3M
49,099
清仓
—
PIONEER NAT RES CO
-$3.2M
0
-100%
清仓
BSCS
INVESCO EXCH TRD SLF IDX FD
-$3.2M
0
-100%
增持
—
EXXON MOBIL CORP
+$3.1M
78,301
+54%
增持
AMZN
AMAZON COM INC
+$2.6M
181,127
+1%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$2.6M
133,146
+16%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.5M
95,452
-31%
增持
GOOG
ALPHABET INC
+$2.5M
69,869
+3%
增持
IWF
ISHARES TR
+$2.5M
33,737
+15%
增持
TSLA
TESLA INC
+$2.4M
60,730
+11%
增持
FALN
ISHARES TR
+$2.3M
551,693
+22%
增持
META
META PLATFORMS INC
+$2.3M
42,697
+8%
减持
LDUR
PIMCO ETF TR
-$2.3M
10,489
-69%
增持
ORCL
ORACLE CORP
+$2.3M
86,665
+9%
增持
VBK
VANGUARD INDEX FDS
+$2.2M
16,205
+125%
增持
SCHC
SCHWAB STRATEGIC TR
+$1.9M
155,926
+54%
减持
CGXU
CAPITAL GROUP INTL FOCUS EQT
-$1.9M
86,417
-46%
减持
MSFT
MICROSOFT CORP
+$1.8M
118,313
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.8M
190,407
+22%
增持
NFLX
NETFLIX INC
+$1.6M
16,092
+6%
减持
AVGO
BROADCOM INC
+$1.5M
6,276
-2%
增持
IWB
ISHARES TR
+$1.4M
9,280
+99%
减持
VUG
VANGUARD INDEX FDS
+$1.4M
64,899
-2%
增持
QCOM
QUALCOMM INC
+$1.4M
35,992
+5%
减持
SPY
SPDR S&P 500 ETF TR
-$1.4M
39,098
-10%
增持
DIS
DISNEY WALT CO
-$1.3M
75,214
+5%
减持
SCHX
SCHWAB STRATEGIC TR
-$1.3M
57,939
-28%
增持
HD
HOME DEPOT INC
-$1.2M
32,427
+1%
增持
IGSB
ISHARES TR
+$1.2M
408,336
+6%
增持
NVO
NOVO-NORDISK A S
+$1.2M
59,639
+4%
增持
AVB
AVALONBAY CMNTYS INC
+$1.1M
14,643
+41%
增持
—
CHUBB LIMITED
+$1.1M
6,127
+244%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
69,536
+8%
增持
CRM
SALESFORCE INC
-$1.0M
31,172
+4%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$1.0M
19,272
-63%
增持
BA
BOEING CO
+$1.0M
53,215
+18%
增持
XLV
SELECT SECTOR SPDR TR
+$996.5K
25,774
+38%
建仓
FANG
DIAMONDBACK ENERGY INC
+$979.7K
4,894
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$974.6K
14,853
+4%
减持
REZ
ISHARES TR
-$955.7K
117,633
-15%
增持
WM
WASTE MGMT INC DEL
+$913.7K
21,849
+24%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$893.9K
8,520
-43%
增持
WMB
WILLIAMS COS INC
+$829.5K
151,455
+5%
增持
SPGI
S&P GLOBAL INC
+$821.9K
2,932
+157%
增持
TLT
ISHARES TR
+$805.6K
177,359
+8%
减持
MDLZ
MONDELEZ INTL INC
-$789.2K
42,584
-17%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$772.8K
26,193
+11%
减持
PFF
ISHARES TR
-$771.6K
138,688
-13%
增持
INTC
INTEL CORP
-$767.8K
62,522
+2%
减持
GPN
GLOBAL PMTS INC
-$729.1K
19,349
-1%
增持
APD
AIR PRODS & CHEMS INC
+$720.7K
9,116
+35%
增持
AXP
AMERICAN EXPRESS CO
+$671.8K
8,072
+54%
减持
CSCO
CISCO SYS INC
-$666.5K
95,238
-8%
减持
PEP
PEPSICO INC
-$657.6K
38,131
-4%
减持
CE
CELANESE CORP DEL
-$646.1K
4,052
-42%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$635.7K
16,545
+0%
增持
REGN
REGENERON PHARMACEUTICALS
+$631.0K
3,781
+9%
减持
COST
COSTCO WHSL CORP NEW
+$609.8K
9,431
-7%
增持
MGK
VANGUARD WORLD FD
+$596.8K
5,993
+34%
增持
JNJ
JOHNSON & JOHNSON
-$595.4K
54,035
+1%
清仓
DLN
WISDOMTREE TR
-$589.9K
0
-100%
增持
NUE
NUCOR CORP
-$557.4K
15,221
+2%
清仓
ALB
ALBEMARLE CORP
-$557.1K
0
-100%
增持
SRE
SEMPRA
+$551.0K
51,425
+10%
减持
LOW
LOWES COS INC
-$549.1K
10,650
-6%
减持
ILMN
ILLUMINA INC
-$543.4K
11,356
-10%
增持
TMUS
T-MOBILE US INC
+$531.2K
17,550
+12%
增持
VOO
VANGUARD INDEX FDS
+$527.6K
6,611
+14%
建仓
NEM
NEWMONT CORP
+$516.9K
12,346
建仓
ET
ENERGY TRANSFER L P
+$512.6K
31,601
减持
MA
MASTERCARD INCORPORATED
-$484.4K
7,041
-6%
减持
SQ
BLOCK INC
-$471.3K
21,963
-2%
增持
LLY
ELI LILLY & CO
+$468.3K
3,605
+0%
增持
MNST
MONSTER BEVERAGE CORP NEW
-$462.1K
89,185
+8%
增持
SHOP
SHOPIFY INC
+$459.4K
59,960
+32%
增持
PANW
PALO ALTO NETWORKS INC
+$457.5K
7,826
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$455.3K
136,371
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$451.8K
22,290
+1%
增持
ISRG
INTUITIVE SURGICAL INC
+$445.6K
6,009
+8%
减持
USFR
WISDOMTREE TR
-$427.2K
4,382
-66%
增持
KO
COCA COLA CO
+$415.8K
64,547
+7%
增持
APO
APOLLO GLOBAL MGMT INC
+$415.0K
48,162
+3%
增持
HEI/A
HEICO CORP NEW
+$414.3K
11,761
+8%
增持
—
ASTRAZENECA PLC
+$409.9K
26,583
+8%
增持
—
ACCENTURE PLC IRELAND
-$408.2K
11,779
+3%
增持
—
LYONDELLBASELL INDUSTRIES N
+$407.9K
11,492
+70%
减持
CAT
CATERPILLAR INC
-$407.7K
11,628
-0%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$404.2K
156,746
-4%
增持
IYW
ISHARES TR
+$399.7K
4,107
+154%
减持
PYPL
PAYPAL HLDGS INC
-$394.5K
41,000
-1%
增持
KKR
KKR & CO INC
+$381.1K
26,070
+11%
增持
PPG
PPG INDS INC
-$380.8K
22,191
+1%
清仓
HXL
HEXCEL CORP NEW
-$378.2K
0
-100%
清仓
SUSC
ISHARES TR
-$369.3K
0
-100%
减持
NUBD
NUSHARES ETF TR
-$368.6K
17,134
-49%
建仓
VGT
VANGUARD WORLD FD
+$366.8K
636
减持
ABT
ABBOTT LABS
-$363.3K
35,823
-0%
建仓
SSD
SIMPSON MFG INC
+$361.5K
2,145
增持
NVS
NOVARTIS AG
+$357.3K
20,050
+9%
增持
WY
WEYERHAEUSER CO MTN BE
-$356.0K
61,187
+5%
清仓
ICOW
PACER FDS TR
-$346.1K
0
-100%
减持
CCI
CROWN CASTLE INC
-$345.9K
2,299
-57%
增持
WDAY
WORKDAY INC
-$344.1K
7,347
+1%
增持
WMT
WALMART INC
+$330.5K
33,182
+4%
增持
AMAT
APPLIED MATLS INC
+$330.0K
9,760
+2%
减持
IVW
ISHARES TR
-$328.3K
21,627
-22%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$328.1K
6,266
增持
ENB
ENBRIDGE INC
+$328.0K
109,313
+11%
建仓
VCYT
VERACYTE INC
+$326.9K
15,087
减持
LW
LAMB WESTON HLDGS INC
-$319.9K
4,228
-33%
增持
PSX
PHILLIPS 66
-$319.4K
16,213
+2%
增持
CSGP
COSTAR GROUP INC
-$315.4K
17,454
+5%
清仓
GOVT
ISHARES TR
-$311.6K
0
-100%
建仓
ATEC
ALPHATEC HLDGS INC
+$311.2K
29,780
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$310.2K
2,402
减持
FDS
FACTSET RESH SYS INC
-$305.4K
6,472
-0%
建仓
VITL
VITAL FARMS INC
+$305.3K
6,527
增持
BAC
BANK AMERICA CORP
+$295.6K
96,864
+3%
建仓
AVUS
AMERICAN CENTY ETF TR
+$294.9K
3,270
增持
IWR
ISHARES TR
+$291.4K
23,920
+22%
增持
ADSK
AUTODESK INC
-$290.3K
23,047
+0%
增持
MSCI
MSCI INC
+$289.2K
1,677
+81%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$287.8K
0
-100%
增持
CSX
CSX CORP
-$286.9K
98,608
+2%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$283.4K
46,004
+142%
建仓
ONT
MONTROSE ENVIRONMENTAL GROUP
+$282.1K
6,331
增持
SPYG
SPDR SER TR
+$281.8K
9,073
+49%
减持
ADBE
ADOBE INC
+$280.5K
6,331
-1%
增持
AGG
ISHARES TR
+$279.2K
14,020
+27%
建仓
AMSF
AMERISAFE INC
+$278.2K
6,338
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$277.5K
87,800
+7%
清仓
CVS
CVS HEALTH CORP
-$276.3K
0
-100%
建仓
SLV
ISHARES SILVER TR
+$275.4K
10,364
减持
WEX
WEX INC
-$274.9K
3,553
-7%
建仓
ROG
ROGERS CORP
+$273.4K
2,267
减持
—
LAM RESEARCH CORP
-$273.1K
1,545
-22%
