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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 12
增持 79
减持 53
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$21.5M
88,453
-24%
建仓
IGV
ISHARES TR
+$10.2M
128,027
减持
MGC
VANGUARD WORLD FD
-$10.0M
440,098
-3%
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
TLT
ISHARES TR
+$9.8M
125,383
+948%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$9.0M
59,306
-74%
增持
MSFT
MICROSOFT CORP
-$8.2M
79,262
+2%
增持
SPBO
SPDR SERIES TRUST
+$6.7M
1,740,756
+17%
减持
ITOT
ISHARES TR
-$6.3M
287,937
-10%
增持
SPDW
SPDR INDEX SHS FDS
+$5.9M
644,327
+22%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.6M
965,686
+19%
增持
SPYM
SPDR SERIES TRUST
+$5.4M
758,822
+16%
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$5.3M
24,122
-77%
增持
ACWX
ISHARES TR
+$5.1M
93,626
+376%
减持
IAU
ISHARES GOLD TR
-$4.3M
5,054
-91%
减持
VTI
VANGUARD INDEX FDS
-$4.2M
182,106
-3%
增持
—
EXXON MOBIL CORP
+$4.2M
60,352
+20%
减持
NVDA
NVIDIA CORPORATION
-$4.2M
160,616
-7%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.8M
438,827
+18%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$3.2M
163,154
+36%
减持
AAPL
APPLE INC
-$3.2M
176,478
-0%
减持
VUG
VANGUARD INDEX FDS
-$3.1M
29,910
-10%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.1M
477,633
+13%
减持
AXP
AMERICAN EXPRESS CO
-$3.1M
24,295
-14%
减持
QLTY
GMO ETF TRUST
-$2.9M
12,167
-86%
增持
USFR
WISDOMTREE TR
+$2.7M
262,511
+26%
减持
XLV
SELECT SECTOR SPDR TR
-$2.7M
37,611
-29%
增持
IWP
ISHARES TR
+$2.7M
36,601
+152%
减持
SHY
ISHARES TR
-$2.7M
241,420
-12%
增持
GNRC
GENERAC HLDGS INC
+$2.6M
32,883
+19%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$2.6M
6,599
建仓
FENY
FIDELITY COVINGTON TRUST
+$2.6M
75,764
增持
VLO
VALERO ENERGY CORP
+$2.5M
25,097
+11%
增持
AMZN
AMAZON COM INC
-$2.5M
141,408
+2%
增持
CMCSA
COMCAST CORP NEW
+$2.4M
121,685
+221%
减持
NFLX
NETFLIX INC.
-$2.3M
51,928
-34%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.3M
128,075
+10%
增持
QTUM
ETF SER SOLUTIONS
+$2.3M
33,701
+173%
增持
GOOGL
ALPHABET INC
-$2.2M
98,051
+1%
建仓
HAS
HASBRO INC
+$2.1M
22,727
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$2.0M
291,405
+18%
减持
JPM
JPMORGAN CHASE & CO
-$2.0M
59,066
-2%
减持
AVGO
BROADCOM INC
-$2.0M
39,230
-4%
增持
INCY
INCYTE CORP
+$1.9M
22,917
+718%
增持
MRK
MERCK & CO INC
+$1.9M
45,207
+33%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.9M
43,675
-6%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$1.8M
39,027
-11%
增持
PWRD
TCW ETF TRUST
+$1.8M
135,106
+14%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$1.7M
54,633
+39%
减持
NOW
SERVICENOW INC
-$1.7M
7,343
-54%
增持
META
META PLATFORMS INC
-$1.6M
24,898
+4%
增持
JBL
JABIL INC
+$1.6M
27,494
+10%
减持
MINT
PIMCO ETF TR
-$1.6M
61,740
-21%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.6M
48,650
+20%
增持
DELL
DELL TECHNOLOGIES INC
+$1.6M
21,951
+36%
增持
GILD
GILEAD SCIENCES INC
+$1.5M
36,051
+27%
增持
—
ACCENTURE PLC IRELAND
+$1.5M
18,013
+137%
增持
VXF
VANGUARD INDEX FDS
+$1.5M
73,386
+13%
减持
GSST
GOLDMAN SACHS ETF TR
-$1.5M
16,299
-64%
增持
IEF
ISHARES TR
+$1.5M
52,821
+42%
增持
CAT
CATERPILLAR INC
+$1.4M
10,242
+1%
增持
AMAT
APPLIED MATLS INC
+$1.4M
11,995
+15%
减持
SPRX
LISTED FDS TR
-$1.4M
6,110
-86%
减持
CVX
CHEVRON CORPORATION
+$1.4M
26,963
-2%
减持
BIL
SPDR SERIES TRUST
-$1.3M
62,127
-19%
增持
LRCX
LAM RESEARCH CORP
+$1.3M
26,815
+5%
增持
TSLA
TESLA INC
-$1.3M
22,633
+5%
增持
CAH
CARDINAL HEALTH INC
+$1.3M
22,691
+33%
增持
OUNZ
VANECK MERK GOLD ETF
+$1.3M
59,762
+76%
减持
BKNG
BOOKING HOLDINGS INC
-$1.3M
598
-16%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
5,686
+65%
减持
LLY
ELI LILLY & CO
-$1.2M
7,099
-2%
减持
SCHP
SCHWAB STRATEGIC TR
-$1.2M
269,525
-15%
增持
CL
COLGATE PALMOLIVE CO
+$1.2M
51,721
+28%
减持
ADBE
ADOBE INC
-$1.2M
4,158
-35%
清仓
PAYC
PAYCOM SOFTWARE INC
-$1.2M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$1.2M
27,209
+15%
增持
MO
ALTRIA GROUP INC
+$1.2M
38,926
+59%
清仓
HPQ
HP INC
-$1.2M
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$1.1M
20,053
-1%
增持
CIBR
FIRST TR EXCHANGE-TRADED FD
+$1.1M
206,860
+24%
建仓
QQEW
FIRST TR EXCHANGE-TRADED FD
+$1.1M
8,569
减持
JNJ
JOHNSON & JOHNSON
+$1.1M
31,240
-1%
增持
QGRO
AMERICAN CENTY ETF TR
+$1.1M
342,865
+12%
减持
—
HOLOGIC INC
-$1.1M
4,742
-75%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.0M
53,699
+31%
建仓
—
TOTALENERGIES SE
+$1.0M
11,242
增持
KLAC
KLA CORP
+$1.0M
3,582
+2%
减持
ORCL
ORACLE CORP
-$995.6K
16,300
-6%
减持
FDX
FEDEX CORP
+$995.2K
14,840
-0%
增持
XLE
SELECT SECTOR SPDR TR
+$991.9K
44,907
+14%
减持
VTIP
VANGUARD MALVERN FDS
-$990.7K
169,428
-11%
建仓
—
ASTRAZENECA PLC
+$984.1K
4,990
增持
XLY
SELECT SECTOR SPDR TR
+$972.8K
48,958
+34%
减持
SCHF
SCHWAB STRATEGIC TR
-$936.0K
1,890,225
-5%
清仓
VST
VISTRA CORP
-$909.1K
0
-100%
减持
PSX
PHILLIPS 66
+$903.4K
17,442
-1%
减持
IGSB
ISHARES TR
-$882.3K
166,889
-9%
增持
HSY
HERSHEY CO
+$876.4K
5,706
+235%
增持
ON
ON SEMICONDUCTOR CORP
+$873.3K
37,871
+39%
减持
V
VISA INC
-$872.5K
17,284
-1%
减持
VTV
VANGUARD INDEX FDS
-$868.2K
6,901
-41%
增持
—
LINDE PLC
+$843.7K
2,672
+137%
增持
UPS
UNITED PARCEL SVCS INC
+$841.6K
15,582
+124%
增持
FTNT
FORTINET INC
+$834.1K
38,679
+32%
减持
COST
COSTCO WHOLESALE CORPORATION
+$833.5K
7,266
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$831.9K
10,962
-5%
增持
OMC
OMNICOM GROUP INC
+$824.5K
34,881
+56%
建仓
QLD
PROSHARES TR
+$823.5K
13,500
增持
PEP
PEPSICO INC
+$813.2K
36,891
+8%
减持
QLTA
ISHARES TR
-$806.7K
107,310
-13%
增持
FICO
FAIR ISAAC CORP
-$788.5K
1,662
+10%
增持
MU
MICRON TECHNOLOGY INC
+$787.1K
7,737
+21%
增持
CPAY
CORPAY INC
+$775.2K
6,357
+78%
增持
FNCL
FIDELITY COVINGTON TRUST
+$774.4K
155,754
+19%
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$768.6K
21,760
增持
NTAP
NETAPP INC
+$764.2K
28,227
+42%
减持
VO
VANGUARD INDEX FDS
-$762.4K
98,652
-2%
建仓
BTI
BRITISH AMERN TOB PLC
+$760.2K
13,001
增持
MA
MASTERCARD INCORPORATED
-$757.9K
12,445
+2%
减持
SHOP
SHOPIFY INC
-$755.4K
16,164
-3%
增持
BBY
BEST BUY INC
+$747.0K
38,491
+49%
增持
SNA
SNAP ON INC
+$734.8K
15,707
+9%
清仓
—
ASTRAZENECA PLC
-$727.3K
0
-100%
增持
INTU
INTUIT
-$724.4K
3,826
+7%
减持
NRG
NRG ENERGY INC
-$721.1K
46,093
-2%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$715.6K
88,650
+8%
增持
ABT
ABBOTT LABORATORIES
-$685.2K
30,650
+0%
减持
EOG
EOG RES INC
+$683.5K
27,639
-12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$663.0K
6,170
-3%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$657.6K
133,651
+3%
增持
ABNB
AIRBNB INC
+$656.2K
15,142
+64%
减持
AMP
AMERIPRISE FINL INC
-$654.4K
5,532
-13%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$649.9K
24,880
增持
GLD
SPDR GOLD TR
+$647.5K
10,833
+7%
减持
TYL
TYLER TECHNOLOGIES INC
-$644.0K
3,262
-16%
减持
MBB
ISHARES TR
-$638.3K
83,909
-7%
建仓
—
LYONDELLBASELL INDUSTRIES NV
+$636.9K
7,905
减持
TFC
TRUIST FINL CORP
-$634.3K
25,420
-31%
增持
ET
ENERGY TRANSFER L P
+$619.5K
144,867
+10%
增持
YUM
YUM BRANDS INC
+$611.2K
14,408
+34%
增持
FFIV
F5 INC
+$601.4K
8,969
+15%
减持
WCBR
WISDOMTREE TR
-$591.5K
86,744
-12%
增持
PM
PHILIP MORRIS INTL INC
+$586.8K
37,994
+7%
增持
LMT
LOCKHEED MARTIN CORP
+$578.8K
4,531
+1%
增持
NEM
NEWMONT CORP
+$576.9K
53,158
+3%
清仓
HRL
HORMEL FOODS CORP
-$568.3K
0
-100%
增持
IWF
ISHARES TR
-$561.0K
49,545
+8%
清仓
—
SYNOVUS FINL CORP
-$559.9K
0
-100%
增持
T
AT&T INC
+$559.4K
76,202
+15%
增持
USHY
ISHARES TR
+$556.8K
60,187
+36%
