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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 33
增持 88
减持 25
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
TSLA
TESLA INC
-$11.1M
65,970
-6%
建仓
VFLO
VICTORY PORTFOLIOS II
+$9.2M
269,061
减持
COWZ
PACER FDS TR
-$8.7M
155,587
-49%
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
CALF
PACER FDS TR
-$8.5M
285,954
-34%
增持
USFR
WISDOMTREE TR
+$7.6M
176,492
+595%
减持
SCHC
SCHWAB STRATEGIC TR
-$6.1M
6,140
-97%
减持
IWB
ISHARES TR
-$6.0M
4,362
-81%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$5.9M
43,306
+301%
增持
AAPL
APPLE INC
-$5.8M
244,066
+2%
增持
VXF
VANGUARD INDEX FDS
+$5.2M
110,890
+52%
增持
AMZN
AMAZON COM INC
-$4.6M
221,453
+4%
增持
SPBO
SPDR SER TR
+$4.6M
1,375,404
+11%
增持
V
VISA INC
+$4.0M
73,283
+7%
增持
AVGO
BROADCOM INC
-$4.0M
67,003
+2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.7M
296,429
+34%
增持
NVDA
NVIDIA CORPORATION
-$3.4M
370,414
+14%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$3.1M
18,598
+27%
增持
NFLX
NETFLIX INC
+$2.9M
21,794
+11%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.6M
577,281
+13%
减持
QGRO
AMERICAN CENTY ETF TR
-$2.5M
298,510
-2%
增持
META
META PLATFORMS INC
+$2.5M
56,338
+10%
减持
IWF
ISHARES TR
-$2.5M
36,360
-6%
减持
SAP
SAP SE
-$2.4M
2,372
-81%
增持
JNJ
JOHNSON & JOHNSON
+$2.4M
62,994
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.3M
26,502
+2%
增持
—
TE CONNECTIVITY PLC
+$2.3M
17,671
+1001%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$2.2M
4,291
+29%
增持
BA
BOEING CO
+$2.2M
59,726
+33%
增持
ORCL
ORACLE CORP
-$2.2M
97,525
+3%
增持
TLT
ISHARES TR
+$2.2M
362,606
+3%
增持
QCOM
QUALCOMM INC
+$2.2M
55,095
+36%
建仓
CVS
CVS HEALTH CORP
+$2.1M
30,482
增持
—
UNILEVER PLC
+$2.1M
68,122
+93%
增持
SPDW
SPDR INDEX SHS FDS
+$2.0M
440,362
+7%
增持
—
EXXON MOBIL CORP
+$1.9M
99,183
+9%
建仓
MCK
MCKESSON CORP
+$1.9M
2,791
清仓
MBB
ISHARES TR
-$1.8M
0
-100%
增持
ABBV
ABBVIE INC
+$1.8M
32,163
+15%
建仓
OMC
OMNICOM GROUP INC
+$1.8M
22,876
减持
SPY
SPDR S&P 500 ETF TR
-$1.8M
38,308
-3%
增持
CSCO
CISCO SYS INC
+$1.8M
120,632
+29%
增持
SPYM
SPDR SER TR
+$1.8M
445,895
+12%
增持
GOOG
ALPHABET INC
-$1.8M
75,165
+6%
建仓
COR
CENCORA INC
+$1.7M
5,951
增持
REGN
REGENERON PHARMACEUTICALS
+$1.6M
6,473
+86%
增持
FALN
ISHARES TR
+$1.6M
586,088
+11%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.6M
8,506
+44%
建仓
RL
RALPH LAUREN CORP
+$1.6M
7,489
建仓
CAH
CARDINAL HEALTH INC
+$1.5M
10,937
建仓
SNA
SNAP ON INC
+$1.5M
4,824
减持
HON
HONEYWELL INTL INC
-$1.5M
7,713
-44%
增持
IJH
ISHARES TR
+$1.4M
45,114
+136%
减持
IWR
ISHARES TR
-$1.4M
18,908
-45%
建仓
IWP
ISHARES TR
+$1.4M
12,165
增持
CRM
SALESFORCE INC
-$1.4M
34,727
+8%
增持
VUG
VANGUARD INDEX FDS
-$1.4M
63,920
+4%
增持
LEN
LENNAR CORP
+$1.4M
24,228
+141%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.4M
23,982
+13%
增持
CVX
CHEVRON CORP NEW
+$1.3M
43,153
+9%
建仓
—
SPDR S&P 500 ETF TR
+$1.3M
2,400
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.3M
115,944
+11%
建仓
FTNT
FORTINET INC
+$1.3M
13,220
建仓
CPAY
CORPAY INC
+$1.3M
3,586
增持
WM
WASTE MGMT INC DEL
+$1.2M
34,442
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.2M
24,229
+15%
建仓
TPR
TAPESTRY INC
+$1.2M
17,351
减持
VYMI
VANGUARD WHITEHALL FDS
-$1.2M
186,648
-15%
增持
BKNG
BOOKING HOLDINGS INC
+$1.2M
537
+103%
增持
GOOGL
ALPHABET INC
-$1.2M
174,406
+17%
增持
YUM
YUM BRANDS INC
+$1.2M
19,737
+36%
减持
DHR
DANAHER CORPORATION
-$1.1M
3,598
-56%
增持
KO
COCA COLA CO
+$1.1M
77,373
+9%
建仓
CI
THE CIGNA GROUP
+$1.1M
3,438
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
15,205
+26%
减持
PFF
ISHARES TR
-$1.1M
106,158
-23%
增持
JBL
JABIL INC
+$1.1M
9,896
+440%
建仓
EBAY
EBAY INC.
+$1.0M
15,340
减持
UNH
UNITEDHEALTH GROUP INC
-$1.0M
20,926
-12%
增持
KLAC
KLA CORP
+$1.0M
2,238
+185%
建仓
FFIV
F5 INC
+$1.0M
3,814
建仓
EXPE
EXPEDIA GROUP INC
+$1.0M
5,978
建仓
TAP
MOLSON COORS BEVERAGE CO
+$995.7K
16,358
增持
AMT
AMERICAN TOWER CORP NEW
+$985.0K
13,864
+25%
增持
BDX
BECTON DICKINSON & CO
+$957.3K
23,583
+20%
增持
FICO
FAIR ISAAC CORP
+$939.0K
1,313
+76%
建仓
KMB
KIMBERLY-CLARK CORP
+$938.5K
7,344
增持
VZ
VERIZON COMMUNICATIONS INC
+$922.3K
52,564
+56%
增持
CMCSA
COMCAST CORP NEW
+$916.3K
169,883
+21%
减持
AIG
AMERICAN INTL GROUP INC
-$894.2K
8,637
-62%
增持
CL
COLGATE PALMOLIVE CO
+$892.7K
13,566
+226%
增持
DPZ
DOMINOS PIZZA INC
+$890.8K
3,802
+86%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$880.7K
68,690
-18%
增持
APO
APOLLO GLOBAL MGMT INC
-$876.6K
32,873
+1%
建仓
VLO
VALERO ENERGY CORP
+$872.5K
6,606
增持
MSI
MOTOROLA SOLUTIONS INC
+$864.4K
2,530
+381%
建仓
MPC
MARATHON PETE CORP
+$860.3K
5,905
增持
PWRD
TCW ETF TRUST
+$857.3K
117,535
+16%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$837.3K
0
-100%
减持
KKR
KKR & CO INC
-$829.7K
24,651
-1%
增持
COST
COSTCO WHSL CORP NEW
+$828.8K
10,658
+6%
增持
RTX
RTX CORPORATION
+$805.0K
36,981
+5%
增持
PAYX
PAYCHEX INC
+$801.3K
10,210
+85%
增持
CME
CME GROUP INC
+$799.6K
18,729
+4%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
清仓
IWO
ISHARES TR
-$797.5K
0
-100%
增持
AMGN
AMGEN INC
+$782.6K
10,667
+9%
增持
—
LINDE PLC
+$764.6K
11,300
+5%
增持
PM
PHILIP MORRIS INTL INC
+$762.7K
19,079
+1%
减持
—
SPDR S&P 500 ETF TR
-$754.7K
1,500
-44%
增持
SBUX
STARBUCKS CORP
+$753.3K
43,048
+13%
建仓
HPQ
HP INC
+$751.2K
27,131
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$739.9K
7,619
+119%
建仓
EA
ELECTRONIC ARTS INC
+$738.9K
5,113
增持
FNCL
FIDELITY COVINGTON TRUST
+$729.7K
75,063
+15%
清仓
—
INVESCO QQQ TR
-$721.9K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$703.3K
4,879
+46%
增持
ILMN
ILLUMINA INC
-$699.5K
15,526
+7%
建仓
FOXA
FOX CORP
+$697.6K
12,325
增持
EOG
EOG RES INC
+$695.8K
8,185
+325%
减持
LOW
LOWES COS INC
-$694.6K
8,271
-22%
建仓
—
HOLOGIC INC
+$692.3K
11,208
建仓
NTAP
NETAPP INC
+$686.1K
7,811
增持
SQ
BLOCK INC
-$683.0K
28,577
+9%
增持
OTIS
OTIS WORLDWIDE CORP
+$679.2K
8,528
+293%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$678.1K
28,423
+52%
增持
TRV
TRAVELERS COMPANIES INC
+$667.9K
18,718
+5%
增持
BAC
BANK AMERICA CORP
+$663.9K
77,040
+33%
减持
REZ
ISHARES TR
-$646.1K
45,341
-20%
增持
JPM
JPMORGAN CHASE & CO.
+$641.1K
90,497
+1%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$631.3K
15,108
建仓
MAS
MASCO CORP
+$630.8K
9,071
减持
PEP
PEPSICO INC
-$630.1K
26,584
-12%
增持
APD
AIR PRODS & CHEMS INC
+$626.4K
11,750
+25%
建仓
LPLA
LPL FINL HLDGS INC
+$624.9K
1,910
增持
MA
MASTERCARD INCORPORATED
+$615.4K
8,124
+11%
减持
—
ACCENTURE PLC IRELAND
-$611.4K
11,270
-4%
增持
DIS
DISNEY WALT CO
-$608.4K
77,285
+4%
增持
T
AT&T INC
+$599.7K
75,187
+12%
增持
KR
KROGER CO
+$599.1K
14,052
+144%
减持
GILD
GILEAD SCIENCES INC
-$598.4K
22,947
-33%
增持
VRSN
VERISIGN INC
+$596.6K
3,193
+209%
增持
NVO
NOVO-NORDISK A S
+$591.1K
77,227
+39%
增持
BRO
BROWN & BROWN INC
+$588.3K
23,404
+3%
减持
TMUS
T-MOBILE US INC
+$580.1K
18,342
-6%
增持
—
ASTRAZENECA PLC
+$574.6K
37,854
+12%
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$570.9K
37,002
建仓
MTD
METTLER TOLEDO INTERNATIONAL
+$562.1K
476
增持
ED
CONSOLIDATED EDISON INC
+$560.2K
22,704
+4%
建仓
ENTG
ENTEGRIS INC
+$559.3K
6,393
增持
UNP
UNION PAC CORP
+$558.6K
25,132
+7%
