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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 32
增持 81
减持 30
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
MGC
VANGUARD WORLD FD
+$111.9M
458,515
增持
VTI
VANGUARD INDEX FDS
+$53.6M
187,269
+622%
增持
ITOT
ISHARES TR
+$45.8M
319,945
+5604%
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
SCHF
SCHWAB STRATEGIC TR
+$45.2M
1,990,424
+3792%
建仓
VO
VANGUARD INDEX FDS
+$29.4M
100,165
增持
VB
VANGUARD INDEX FDS
+$25.1M
109,182
+864%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$22.6M
379,738
+9327%
增持
SHY
ISHARES TR
+$21.9M
279,999
+1592%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$15.1M
382,410
+178%
增持
SCHE
SCHWAB STRATEGIC TR
+$14.5M
448,762
+2774%
建仓
VV
VANGUARD INDEX FDS
+$13.9M
45,113
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$12.8M
152,701
建仓
VTIP
VANGUARD MALVERN FDS
+$9.9M
196,020
增持
AAPL
APPLE INC
+$9.2M
164,496
+3%
建仓
MBB
ISHARES TR
+$8.7M
91,599
建仓
SCHP
SCHWAB STRATEGIC TR
+$8.7M
322,703
增持
IEI
ISHARES TR
+$8.6M
74,070
+2936%
增持
EFA
ISHARES TR
+$8.3M
100,848
+700%
建仓
BILS
SPDR SERIES TRUST
+$8.0M
80,247
增持
SCHC
SCHWAB STRATEGIC TR
+$7.5M
170,330
+2768%
减持
ADI
ANALOG DEVICES INC
-$6.3M
1,288
-95%
清仓
—
ANALOG DEVICES INC
-$6.3M
0
-100%
建仓
SHV
ISHARES TR
+$6.2M
56,045
建仓
QLTA
ISHARES TR
+$6.1M
126,511
增持
IVV
ISHARES TR
+$5.7M
12,683
+185%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.7M
408,895
+23%
增持
NVDA
NVIDIA CORPORATION
+$5.5M
151,042
+5%
建仓
IAGG
ISHARES TR
+$5.2M
101,332
增持
SPYM
SPDR SERIES TRUST
+$5.2M
478,003
+8%
建仓
SPIP
SPDR SERIES TRUST
+$5.1M
193,039
增持
PH
PARKER-HANNIFIN CORP
+$4.9M
5,069,374
+158566%
减持
GOOGL
ALPHABET INC
+$4.7M
94,316
-9%
建仓
IAU
ISHARES GOLD TR
+$4.1M
56,683
建仓
IGIB
ISHARES TR
+$3.8M
69,571
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.4M
774,793
+5%
建仓
EFG
ISHARES TR
+$2.9M
25,174
增持
TSLA
TESLA INC
+$2.9M
13,642
+35%
建仓
LQD
ISHARES TR
+$2.7M
23,822
增持
QGRO
AMERICAN CENTY ETF TR
+$2.6M
305,459
+3%
增持
VXF
VANGUARD INDEX FDS
+$2.5M
63,431
+13%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$2.4M
31,130
-26%
建仓
GNMA
ISHARES TR
+$2.3M
50,930
增持
SPBO
SPDR SERIES TRUST
+$2.2M
1,404,577
+4%
增持
KLAC
KLA CORP
+$2.1M
3,254
+109%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$2.0M
117,924
+5%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$1.9M
13,453
增持
NEM
NEWMONT CORP
+$1.8M
32,930
+105%
清仓
—
INTERCONTINENTAL EXCHANGE IN
-$1.8M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$1.8M
7,521
-15%
建仓
SGOV
ISHARES TR
+$1.8M
17,430
增持
BIL
SPDR SERIES TRUST
+$1.7M
37,274
+103%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.7M
45,474
-6%
增持
QQQ
INVESCO QQQ TR
+$1.7M
6,014
+75%
增持
GOOG
ALPHABET INC
+$1.7M
19,496
+13%
建仓
SPTM
SPDR SERIES TRUST
+$1.7M
20,982
增持
VYM
VANGUARD WHITEHALL FDS
+$1.6M
114,205
+5%
增持
ABBV
ABBVIE INC
+$1.6M
27,325
+8%
增持
SPDW
SPDR INDEX SHS FDS
+$1.5M
515,899
+2%
建仓
CAH
CARDINAL HEALTH INC
+$1.5M
9,526
减持
USFR
WISDOMTREE TR
-$1.5M
187,751
-14%
增持
BKNG
BOOKING HOLDINGS INC
+$1.5M
587
+101%
增持
IEMG
ISHARES INC
+$1.4M
31,769
+194%
建仓
DELL
DELL TECHNOLOGIES INC
+$1.4M
9,961
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.4M
43,638
+18%
增持
—
TE CONNECTIVITY PLC
+$1.4M
11,820
+61%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.3M
238,044
+9%
增持
IWR
ISHARES TR
+$1.3M
30,375
+73%
增持
PWRD
TCW ETF TRUST
+$1.2M
116,218
+4%
建仓
IWL
ISHARES TR
+$1.2M
7,161
增持
EA
ELECTRONIC ARTS INC
+$1.2M
9,755
+96%
建仓
ON
ON SEMICONDUCTOR CORP
+$1.1M
23,318
增持
FNCL
FIDELITY COVINGTON TRUST
+$1.1M
126,008
+10%
增持
NTAP
NETAPP INC
+$1.1M
16,487
+109%
增持
NFLX
NETFLIX INC
+$1.1M
6,720
+29%
增持
EBAY
EBAY INC.
+$1.1M
37,150
+21%
增持
EXPE
EXPEDIA GROUP INC
+$1.1M
9,539
+69%
减持
JNJ
JOHNSON & JOHNSON
+$1.1M
42,539
-5%
增持
IJH
ISHARES TR
+$1.0M
23,595
+198%
建仓
VXUS
VANGUARD STAR FDS
+$1.0M
14,025
增持
JBL
JABIL INC
+$989.9K
14,091
+48%
增持
MCK
MCKESSON CORP
+$969.1K
3,345
+52%
增持
IJR
ISHARES TR
+$908.7K
11,432
+178%
减持
PAYX
PAYCHEX INC
-$899.5K
4,470
-56%
减持
VUG
VANGUARD INDEX FDS
+$881.5K
33,786
-3%
增持
MSI
MOTOROLA SOLUTIONS INC
+$876.1K
4,152
+71%
增持
RL
RALPH LAUREN CORP
+$875.4K
7,107
+44%
减持
CALF
PACER FDS TR
+$875.3K
253,915
-1%
增持
MA
MASTERCARD INCORPORATED
+$857.8K
6,086
+31%
增持
PANW
PALO ALTO NETWORKS INC
+$846.8K
28,494
+18%
增持
SNA
SNAP ON INC
+$841.0K
8,556
+25%
增持
FFIV
F5 INC
+$835.5K
6,002
+60%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$830.9K
3,615
增持
ADSK
AUTODESK INC
+$786.3K
6,300
+61%
减持
AVGO
BROADCOM INC
+$781.9K
29,879
-9%
建仓
USHY
ISHARES TR
+$771.8K
20,429
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$763.6K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$761.9K
16,545
-14%
建仓
APP
APPLOVIN CORP
+$754.5K
1,050
增持
LRCX
LAM RESEARCH CORP
+$749.8K
14,270
+20%
清仓
HPE
HEWLETT PACKARD ENTERPRISE C
-$745.1K
0
-100%
减持
CME
CME GROUP INC
-$743.1K
14,807
-14%
建仓
SCZ
ISHARES TR
+$732.6K
9,549
增持
GNRC
GENERAC HLDGS INC
+$721.2K
15,403
+19%
清仓
LEN
LENNAR CORP
-$716.7K
0
-100%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$716.3K
162,856
+6%
增持
VLO
VALERO ENERGY CORP
+$699.6K
8,583
+51%
减持
—
ACCENTURE PLC IRELAND
-$693.5K
7,914
-11%
增持
QCOM
QUALCOMM INC
+$687.1K
28,002
+12%
建仓
SCHA
SCHWAB STRATEGIC TR
+$684.6K
24,537
增持
MRK
MERCK & CO INC
+$668.2K
29,217
+30%
增持
BBY
BEST BUY INC
+$667.7K
21,315
+52%
增持
AMZN
AMAZON COM INC
+$666.5K
106,898
+3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$661.3K
3,345
-24%
增持
FTNT
FORTINET INC
+$636.7K
24,239
+83%
减持
TAP
MOLSON COORS BEVERAGE CO
-$623.5K
19,602
-38%
增持
OMC
OMNICOM GROUP INC
+$617.9K
20,434
+40%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$614.0K
26,282
+14%
增持
TRV
TRAVELERS COMPANIES INC
+$602.3K
4,554
+82%
增持
YUM
YUM BRANDS INC
+$594.6K
9,653
+64%
减持
IWF
ISHARES TR
+$591.9K
32,009
-6%
增持
FOXA
FOX CORP
+$579.4K
19,900
+65%
减持
CAT
CATERPILLAR INC
+$579.0K
10,213
-8%
增持
GLD
SPDR GOLD TR
+$576.6K
9,305
+4%
增持
HPQ
HP INC
+$572.3K
44,529
+70%
增持
FICO
FAIR ISAAC CORP
+$567.8K
1,072
+89%
减持
CRM
SALESFORCE INC
-$558.9K
7,901
-11%
增持
MAS
MASCO CORP
+$557.0K
15,976
+81%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$556.2K
11,778
-11%
增持
PAYC
PAYCOM SOFTWARE INC
+$549.1K
6,685
+84%
增持
OUNZ
VANECK MERK GOLD ETF
+$534.7K
33,181
+51%
增持
OTIS
OTIS WORLDWIDE CORP
+$528.0K
14,945
+77%
减持
PRU
PRUDENTIAL FINL INC
-$512.6K
25,110
-13%
增持
UNH
UNITEDHEALTH GROUP INC
+$501.9K
11,662
+3%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$496.3K
877
+78%
减持
HWM
HOWMET AEROSPACE INC
-$482.3K
13,062
-20%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$469.9K
0
-100%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$465.5K
13,445
-7%
清仓
—
ALPHABET INC
-$464.1K
0
-100%
减持
AMP
AMERIPRISE FINL INC
-$462.4K
3,070
-17%
减持
JPM
JPMORGAN CHASE & CO.
-$453.5K
50,722
-11%
增持
ACWI
ISHARES TR
+$444.9K
37,385
+2%
减持
V
VISA INC
-$444.1K
15,349
-4%
减持
PM
PHILIP MORRIS INTL INC
-$432.8K
15,322
-4%
减持
INTU
INTUIT
-$428.5K
2,064
-12%
减持
TJX
TJX COS INC NEW
-$425.7K
31,477
-22%
建仓
GBF
ISHARES TR
+$420.2K
3,988
减持
ABT
ABBOTT LABS
-$418.3K
26,431
-9%
建仓
TECH
BIO-TECHNE CORP
+$417.2K
7,499
增持
GILD
GILEAD SCIENCES INC
+$416.4K
30,204
+14%
增持
WMT
WALMART INC
+$413.9K
21,597
+17%
