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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 13
增持 93
减持 40
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
TLT
ISHARES TR
-$15.9M
3,913
-98%
增持
AAPL
APPLE INC
+$6.7M
231,999
+3%
建仓
—
ANALOG DEVICES INC
+$6.2M
26,800
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
ADI
ANALOG DEVICES INC
+$6.2M
29,064
+1192%
增持
TSLA
TESLA INC
+$5.6M
67,217
+11%
增持
META
META PLATFORMS INC
+$4.5M
45,405
+6%
增持
ORCL
ORACLE CORP
+$3.3M
91,436
+6%
减持
IWF
ISHARES TR
-$2.5M
26,077
-23%
增持
SPBO
SPDR SER TR
+$2.5M
1,123,541
+3%
增持
SPYM
SPDR SER TR
+$2.5M
356,715
+6%
增持
HD
HOME DEPOT INC
+$2.3M
33,235
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.3M
154,513
+13%
减持
VOO
VANGUARD INDEX FDS
-$2.1M
2,365
-64%
增持
NKE
NIKE INC
+$2.1M
28,100
+390%
增持
QGRO
AMERICAN CENTY ETF TR
+$1.9M
321,051
+1%
增持
CALF
PACER FDS TR
+$1.9M
456,157
+3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.8M
354,309
+5%
增持
NFLX
NETFLIX INC
+$1.7M
17,752
+10%
增持
AMZN
AMAZON COM INC
+$1.7M
196,811
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
39,868
+2%
建仓
—
APPLE INC
+$1.5M
6,800
建仓
—
SPDR S&P 500 ETF TR
+$1.5M
2,700
增持
SHOP
SHOPIFY INC
+$1.5M
68,244
+14%
增持
VXF
VANGUARD INDEX FDS
+$1.5M
70,296
+5%
增持
SPDW
SPDR INDEX SHS FDS
+$1.4M
346,855
+5%
增持
BA
BOEING CO
-$1.4M
54,570
+3%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.3M
143,356
+8%
增持
PANW
PALO ALTO NETWORKS INC
+$1.3M
11,692
+49%
减持
INTC
INTEL CORP
-$1.3M
25,772
-59%
增持
V
VISA INC
+$1.3M
65,738
+3%
减持
IWB
ISHARES TR
-$1.3M
4,615
-50%
减持
PEP
PEPSICO INC
-$1.3M
29,365
-23%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
25,929
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.3M
121,068
+1%
增持
COWZ
PACER FDS TR
+$1.2M
302,356
+1%
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
56,209
+4%
减持
REZ
ISHARES TR
+$1.2M
115,114
-2%
增持
SBUX
STARBUCKS CORP
+$1.1M
38,924
+13%
增持
GOOG
ALPHABET INC
-$1.1M
70,322
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.0M
195,647
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$1.0M
6,195
+264%
增持
FALN
ISHARES TR
+$946.7K
563,110
+2%
增持
NVO
NOVO-NORDISK A S
-$933.4K
63,649
+7%
增持
NOW
SERVICENOW INC
+$930.8K
2,001
+84%
增持
TJX
TJX COS INC NEW
+$927.8K
45,157
+14%
增持
ENB
ENBRIDGE INC
+$909.7K
118,201
+8%
增持
DPZ
DOMINOS PIZZA INC
+$896.6K
4,076
+105%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$881.4K
6,993
+82%
减持
UNH
UNITEDHEALTH GROUP INC
+$878.1K
20,921
-6%
增持
VTI
VANGUARD INDEX FDS
+$868.7K
25,661
+7%
增持
AVGO
BROADCOM INC
+$866.7K
63,431
+911%
增持
QCOM
QUALCOMM INC
-$851.1K
37,152
+3%
增持
IGSB
ISHARES TR
+$849.3K
413,453
+1%
增持
SRE
SEMPRA
+$840.2K
56,819
+10%
清仓
DHI
D R HORTON INC
-$829.6K
0
-100%
增持
USFR
WISDOMTREE TR
+$800.2K
20,323
+364%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$783.2K
20,935
-0%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$777.6K
100,285
+12%
增持
GILD
GILEAD SCIENCES INC
+$772.3K
36,244
+10%
增持
GOOGL
ALPHABET INC
+$769.7K
147,294
+13%
增持
—
EXXON MOBIL CORP
+$753.7K
83,361
+6%
增持
RTX
RTX CORPORATION
+$751.3K
33,970
+1%
增持
BABA
ALIBABA GROUP HLDG LTD
+$730.2K
20,527
+2%
建仓
VEEV
VEEVA SYS INC
+$711.7K
3,391
增持
VUG
VANGUARD INDEX FDS
+$687.3K
65,014
+0%
增持
CAT
CATERPILLAR INC
+$686.7K
11,659
+0%
增持
BDX
BECTON DICKINSON & CO
+$682.1K
19,344
+14%
建仓
—
INVESCO QQQ TR
+$681.5K
1,400
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$674.3K
12,397
-2%
增持
TMUS
T-MOBILE US INC
+$673.0K
18,247
+4%
建仓
NCDL
NUVEEN CHURCHILL DIRECT LEND
+$662.0K
38,005
增持
ILMN
ILLUMINA INC
+$657.8K
14,134
+24%
减持
VYMI
VANGUARD WHITEHALL FDS
+$654.6K
230,013
-3%
减持
EOG
EOG RES INC
-$644.1K
2,002
-72%
减持
PYPL
PAYPAL HLDGS INC
+$643.5K
38,740
-6%
减持
ADSK
AUTODESK INC
+$643.0K
23,037
-0%
增持
KO
COCA COLA CO
+$629.2K
65,931
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$627.5K
20,160
+22%
增持
TRV
TRAVELERS COMPANIES INC
+$621.8K
17,032
+3%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$600.8K
159,454
+2%
增持
DEO
DIAGEO PLC
+$594.0K
18,716
+16%
减持
PSA
PUBLIC STORAGE OPER CO
+$592.2K
8,239
-1%
减持
MDLZ
MONDELEZ INTL INC
-$575.7K
30,003
-30%
增持
SCHC
SCHWAB STRATEGIC TR
+$560.8K
158,543
+2%
增持
CMCSA
COMCAST CORP NEW
+$542.1K
158,177
+2%
建仓
VRT
VERTIV HOLDINGS CO
+$539.2K
5,422
减持
LOW
LOWES COS INC
+$528.6K
10,634
-0%
增持
PWRD
TCW ETF TRUST
+$512.6K
52,234
+6%
减持
ABBV
ABBVIE INC
+$503.7K
27,647
-4%
减持
PG
PROCTER AND GAMBLE CO
+$492.6K
69,052
-1%
减持
BN
BROOKFIELD CORP
+$488.8K
48,406
-4%
增持
COF
CAPITAL ONE FINL CORP
+$482.6K
19,383
+11%
建仓
XLC
SELECT SECTOR SPDR TR
+$482.2K
5,334
减持
LMT
LOCKHEED MARTIN CORP
+$476.8K
4,137
-0%
清仓
APA
APA CORPORATION
-$468.1K
0
-100%
减持
WMB
WILLIAMS COS INC
+$466.0K
151,217
-0%
减持
PNC
PNC FINL SVCS GROUP INC
+$464.0K
15,886
-0%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$462.0K
2,300
减持
FDX
FEDEX CORP
-$455.3K
16,414
-0%
建仓
—
PRIMO WATER CORPORATION
+$451.5K
17,881
增持
VBK
VANGUARD INDEX FDS
+$449.1K
16,839
+4%
增持
NOC
NORTHROP GRUMMAN CORP
+$448.9K
4,125
+4%
减持
ADBE
ADOBE INC
-$445.8K
5,935
-6%
建仓
WCN
WASTE CONNECTIONS INC
+$439.1K
2,456
减持
A
AGILENT TECHNOLOGIES INC
-$437.9K
2,034
-64%
增持
—
LINDE PLC
+$437.1K
10,474
+1%
减持
CRM
SALESFORCE INC
+$435.8K
30,865
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$435.6K
6,254
+50%
减持
KKR
KKR & CO INC
+$434.4K
24,329
-7%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$430.7K
125,158
+0%
增持
FICO
FAIR ISAAC CORP
+$430.3K
668
+15%
减持
—
LAM RESEARCH CORP
-$429.7K
1,484
-4%
增持
—
FERRARI N V
+$427.9K
1,749
+108%
减持
—
DORIAN LPG LTD
-$427.2K
15,175
-33%
减持
IJH
ISHARES TR
-$419.6K
9,210
-46%
增持
MA
MASTERCARD INCORPORATED
+$417.9K
7,137
+1%
减持
CSCO
CISCO SYS INC
+$413.3K
92,798
-3%
减持
WMT
WALMART INC
+$413.0K
32,974
-1%
增持
FDS
FACTSET RESH SYS INC
+$409.2K
6,636
+3%
增持
MCD
MCDONALDS CORP
+$404.5K
8,075
+0%
增持
HLN
HALEON PLC
+$400.7K
162,911
+2%
增持
WY
WEYERHAEUSER CO MTN BE
+$399.7K
63,109
+3%
增持
ISRG
INTUITIVE SURGICAL INC
+$397.7K
6,257
+4%
增持
AIG
AMERICAN INTL GROUP INC
+$394.3K
25,601
+28%
减持
IWM
ISHARES TR
-$392.5K
3,229
-41%
增持
VZ
VERIZON COMMUNICATIONS INC
+$387.9K
41,188
+16%
增持
LEN
LENNAR CORP
+$387.4K
9,714
+2%
增持
MSFT
MICROSOFT CORP
-$387.3K
122,021
+3%
增持
MET
METLIFE INC
+$384.4K
26,499
+3%
增持
WDAY
WORKDAY INC
+$383.9K
8,291
+13%
增持
APD
AIR PRODS & CHEMS INC
+$375.1K
9,159
+0%
增持
AVB
AVALONBAY CMNTYS INC
+$371.5K
15,099
+3%
增持
EIX
EDISON INTL
+$368.6K
21,222
+3%
增持
CCC
CCC INTELLIGENT SOLUTIONS HL
+$367.4K
79,500
+73%
清仓
—
TE CONNECTIVITY LTD
-$364.0K
0
-100%
增持
CBRE
CBRE GROUP INC
+$362.2K
9,083
+5%
增持
XLV
SELECT SECTOR SPDR TR
+$360.3K
26,730
+4%
减持
—
ACCENTURE PLC IRELAND
+$358.6K
11,131
-6%
建仓
FIBK
FIRST INTST BANCSYSTEM INC
+$358.1K
11,671
减持
UNP
UNION PAC CORP
+$354.3K
20,049
-1%
清仓
CAG
CONAGRA BRANDS INC
-$349.2K
0
-100%
减持
NRG
NRG ENERGY INC
+$347.3K
31,668
-3%
减持
MINT
PIMCO ETF TR
-$345.3K
96,659
-3%
建仓
AME
AMETEK INC
+$341.9K
1,991
增持
HEI/A
HEICO CORP NEW
+$339.1K
11,911
+1%
增持
MRK
MERCK & CO INC
-$338.6K
42,267
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$336.5K
96,567
+1%
增持
XEL
XCEL ENERGY INC
+$332.6K
26,772
+1%
增持
MSCI
MSCI INC
+$332.0K
1,956
+17%
减持
BRO
BROWN & BROWN INC
+$330.9K
24,069
-0%
