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PATRON PARTNERS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PATRON PARTNERS, LLC
报告期 2026-03-31 · CIK 0001841768
持仓数
185
前50大市值合计
$154.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 16
增持 76
减持 35
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$1.6M
32,764
清仓
—
WISDOMTREE FLOATING RATE TREASURY FUND
-$1.6M
0
-100%
清仓
IGBH
ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF
-$805.0K
0
-100%
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
PB
PROSPERITY BANCSHARES INC COM
-$698.0K
238,688
-0%
增持
—
EXXON MOBIL CORP COM
+$646.0K
27,782
+3%
建仓
JAAA
JANUS HENDERSON AAA CLO ETF
+$643.0K
12,823
增持
CVX
CHEVRON CORP NEW COM
+$639.0K
13,723
+1%
清仓
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$621.0K
0
-100%
建仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$588.0K
4,869
清仓
IGHG
PROSHARES INVESTMENT GRADE-INTEREST RATE HEDGED
-$586.0K
0
-100%
增持
NKE
NIKE INC CL B
-$557.0K
17,696
+0%
减持
HD
HOME DEPOT INC COM
-$492.0K
3,962
-2%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$486.0K
22,946
+81%
减持
MTD
METTLER TOLEDO INTERNATIONAL COM
-$475.0K
1,428
-0%
减持
MSFT
MICROSOFT CORP COM
-$470.0K
16,144
-0%
清仓
AOS
SMITH A O CORP COM
-$432.0K
0
-100%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$430.0K
7,940
-29%
减持
PYPL
PAYPAL HLDGS INC COM
-$385.0K
1,799
-43%
增持
ABBV
ABBVIE INC COM
+$380.0K
12,737
+2%
减持
BND
VANGUARD TOTAL BOND MARKET INDEX FUND
-$371.0K
11,027
-25%
增持
PG
PROCTER AND GAMBLE CO COM
-$359.0K
33,398
+0%
清仓
SE
SEA LTD SPONSORD ADS
-$350.0K
0
-100%
建仓
SDY
SPDR S&P DIVIDEND ETF
+$342.0K
2,676
建仓
CMI
CUMMINS INC COM
+$333.0K
1,627
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$330.0K
8,228
+67%
清仓
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$320.0K
0
-100%
减持
CRM
SALESFORCE INC COM
-$289.0K
1,917
-30%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$273.0K
0
-100%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$271.0K
6,997
+1%
清仓
EMQQ
EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF
-$267.0K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$265.0K
600
-35%
建仓
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
+$262.0K
5,131
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
-$253.0K
0
-100%
减持
SHW
SHERWIN WILLIAMS CO COM
-$246.0K
1,597
-13%
建仓
COP
CONOCOPHILLIPS COM
+$243.0K
2,434
清仓
DOCU
DOCUSIGN INC COM
-$241.0K
0
-100%
建仓
ALB
ALBEMARLE CORP COM
+$241.0K
1,093
清仓
MELI
MERCADOLIBRE INC COM
-$240.0K
0
-100%
建仓
FCX
FREEPORT-MCMORAN INC CL B
+$234.0K
4,715
清仓
AWK
AMERICAN WTR WKS CO INC NEW COM
-$230.0K
0
-100%
建仓
EMLP
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
+$230.0K
8,324
建仓
RJF
RAYMOND JAMES FINL INC COM
+$227.0K
2,067
增持
MRK
MERCK & CO INC COM
+$224.0K
9,744
+30%
减持
IVV
ISHARES CORE S&P 500 ETF
-$220.0K
3,140
-9%
清仓
BR
BROADRIDGE FINL SOLUTIONS INC COM
-$220.0K
0
-100%
清仓
LMBS
FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF
-$219.0K
0
-100%
清仓
IWM
ISHARES RUSSELL 2000 ETF
-$214.0K
0
-100%
建仓
EOG
EOG RES INC COM
+$212.0K
1,780
减持
VV
VANGUARD LARGE-CAP INDEX FUND
-$211.0K
7,465
-7%
清仓
TFC
TRUIST FINL CORP COM
-$211.0K
0
-100%
清仓
SUSA
ISHARES MSCI USA ESG SELECT ETF
-$210.0K
0
-100%
清仓
ECL
ECOLAB INC COM
-$209.0K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP COM
+$209.0K
3,700
清仓
—
TRANE TECHNOLOGIES PLC SHS
-$208.0K
0
-100%
清仓
MSI
MOTOROLA SOLUTIONS INC COM NEW
-$208.0K
0
-100%
建仓
—
CHUBB LIMITED COM
+$208.0K
976
清仓
PH
PARKER-HANNIFIN CORP COM
-$208.0K
0
-100%
建仓
DE
DEERE & CO COM
+$206.0K
498
增持
LMT
LOCKHEED MARTIN CORP COM
+$204.0K
1,638
+12%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$203.0K
23,957
+27%
清仓
—
MASIMO CORP COM
-$202.0K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC COM
+$201.0K
86
减持
CCI
CROWN CASTLE INTL CORP NEW COM
-$191.0K
6,716
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$185.0K
2,953
+3%
增持
META
META PLATFORMS INC CL A
-$184.0K
2,305
+11%
增持
JNJ
JOHNSON & JOHNSON COM
+$168.0K
6,625
+13%
减持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$160.0K
13,997
-0%
减持
BA
BOEING CO COM
-$158.0K
1,243
-37%
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$151.0K
6,791
+2%
减持
DHR
DANAHER CORPORATION COM
-$141.0K
3,782
-0%
增持
AMGN
AMGEN INC COM
+$140.0K
3,362
+13%
减持
APD
AIR PRODS & CHEMS INC COM
-$138.0K
1,398
-13%
增持
UNP
UNION PAC CORP COM
+$137.0K
4,274
+5%
增持
NVDA
NVIDIA CORPORATION COM
-$135.0K
6,423
+0%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
+$127.0K
3,236
+46%
增持
SBUX
STARBUCKS CORP COM
-$124.0K
8,796
+11%
减持
BAC
BK OF AMERICA CORP COM
-$118.0K
23,793
-4%
减持
LOW
LOWES COS INC COM
-$112.0K
1,902
-1%
增持
MO
ALTRIA GROUP INC COM
+$107.0K
17,209
+3%
减持
IDXX
IDEXX LABS INC COM
-$107.0K
796
-3%
增持
QCOM
QUALCOMM INC COM
-$105.0K
3,614
+1%
增持
AMT
AMERICAN TOWER CORP NEW COM
-$98.0K
3,115
+4%
增持
SYY
SYSCO CORP COM
+$95.0K
9,975
+9%
增持
HYEM
VANECK EMERGING MARKETS HIGH YIELD BOND ETF
-$81.0K
36,047
+0%
增持
ITW
ILLINOIS TOOL WKS INC COM
-$81.0K
2,485
+2%
增持
PRU
PRUDENTIAL FINL INC COM
+$77.0K
3,935
+10%
增持
MCHI
ISHARES MSCI CHINA ETF
+$76.0K
5,345
+63%
增持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$68.0K
46,703
+3%
增持
CSCO
CISCO SYS INC COM
-$64.0K
12,902
+4%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$63.0K
1,213
+45%
增持
JPM
JPMORGAN CHASE & CO COM
-$63.0K
3,682
+3%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$62.0K
560
+0%
增持
GLW
CORNING INC COM
+$58.0K
11,635
+17%
增持
EL
LAUDER ESTEE COS INC CL A
-$54.0K
801
+9%
增持
VGK
VANGUARD FTSE EUROPE ETF
-$53.0K
9,252
+0%
减持
TIP
ISHARES TIPS BOND ETF
-$52.0K
8,850
-1%
减持
QQQ
INVESCO QQQ TRUST
-$51.0K
1,325
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
-$50.0K
350
-1%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$50.0K
14,107
+10%
增持
O
REALTY INCOME CORP COM
+$50.0K
12,222
+10%
减持
—
CANADIAN PAC RY LTD COM
+$48.0K
4,905
-1%
增持
MCD
MCDONALDS CORP COM
-$46.0K
4,994
+5%
增持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$45.0K
6,094
+0%
增持
ADSK
AUTODESK INC COM
-$43.0K
3,488
+24%
增持
AVGO
BROADCOM INC COM
-$43.0K
1,257
+0%
减持
VB
VANGUARD SMALL-CAP INDEX FUND
-$42.0K
1,932
-3%
增持
BBJP
JPMORGAN BETABUILDERS JAPAN ETF
-$42.0K
9,637
+0%
减持
PFE
PFIZER INC COM
-$42.0K
4,921
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$40.0K
1,611
-13%
减持
—
HESS CORP COM
+$39.0K
2,291
-18%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$38.0K
2,870
+0%
增持
ELV
ANTHEM INC COM
+$37.0K
543
+10%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$36.0K
1,372
+14%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$33.0K
1,766
+2%
增持
NFLX
NETFLIX INC COM
-$32.0K
1,047
+49%
减持
GLD
SPDR GOLD SHARES
-$30.0K
3,244
-10%
增持
TXN
TEXAS INSTRS INC COM
+$29.0K
4,160
+7%
增持
—
BLACKROCK INC COM
-$29.0K
918
+15%
增持
MA
MASTERCARD INCORPORATED CL A
+$28.0K
4,534
+2%
增持
HON
HONEYWELL INTL INC COM
-$27.0K
4,014
+4%
减持
WM
WASTE MGMT INC DEL COM
-$26.0K
1,863
-3%
增持
—
LINDE PLC SHS
+$26.0K
1,340
+16%
增持
GPC
GENUINE PARTS CO COM
+$25.0K
3,179
+19%
增持
NEE
NEXTERA ENERGY INC COM
-$24.0K
10,560
+7%
增持
CL
COLGATE PALMOLIVE CO COM
-$24.0K
4,218
+5%
增持
CMCSA
COMCAST CORP NEW CL A
+$24.0K
9,549
+14%
增持
—
DISCOVER FINL SVCS COM
+$22.0K
3,502
+11%
增持
MMM
3M CO COM
+$21.0K
2,824
+26%
减持
SYK
STRYKER CORPORATION COM
-$21.0K
1,195
-6%
增持
LQDH
ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF
-$20.0K
9,343
+0%
减持
LLY
LILLY ELI & CO COM
+$20.0K
2,919
-1%
增持
MDLZ
MONDELEZ INTL INC CL A
-$20.0K
18,483
+4%
增持
DG
DOLLAR GEN CORP NEW COM
-$20.0K
2,024
+2%
增持
USB
US BANCORP DEL COM NEW
+$19.0K
7,722
+11%
增持
PEP
PEPSICO INC COM
-$19.0K
6,904
+2%
增持
KXI
ISHARES GLOBAL CONSUMER STAPLES ETF
-$18.0K
6,854
+0%
增持
AAPL
APPLE INC COM
+$18.0K
48,677
+2%
增持
BAR
GRANITESHARES GOLD SHARES
+$18.0K
16,830
+0%
增持
AMZN
AMAZON COM INC COM
-$18.0K
1,927
+2%
增持
FTNT
FORTINET INC COM
-$17.0K
2,145
+3%
增持
MXI
ISHARES GLOBAL MATERIALS ETF
+$16.0K
2,796
+3%
减持
IAU
ISHARES GOLD TRUST
-$16.0K
6,096
-12%
增持
EMN
EASTMAN CHEM CO COM
+$15.0K
3,457
+12%
增持
ORCL
ORACLE CORP COM
-$15.0K
3,833
+1%
增持
—
INTERPUBLIC GROUP COS INC COM
+$14.0K
11,293
+10%
减持
COST
COSTCO WHSL CORP NEW COM
-$13.0K
5,493
-2%
增持
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
-$13.0K
4,577
+0%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$11.0K
2,838
+10%
减持
CVS
CVS HEALTH CORP COM
-$11.0K
3,977
-1%
增持
CSL
CARLISLE COS INC COM
+$11.0K
1,661
+4%
