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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 12
增持 70
减持 56
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
+$1.4M
48,878
-1%
减持
PB
PROSPERITY BANCSHARES INC COM
-$1.2M
238,244
-0%
增持
AMZN
AMAZON COM INC COM
+$807.5K
28,670
+1%
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
NVDA
NVIDIA CORPORATION COM
+$788.6K
5,332
+1%
减持
MSFT
MICROSOFT CORP COM
+$692.7K
14,109
-1%
建仓
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
+$534.1K
1,816
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$484.1K
5,272
清仓
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$398.2K
0
-100%
减持
LLY
LILLY ELI & CO COM
+$396.3K
3,222
-1%
清仓
XLE
ENERGY SELECT SECTOR SPDR FUND
-$390.4K
0
-100%
减持
ABBV
ABBVIE INC COM
-$363.3K
12,882
-2%
清仓
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
-$350.2K
0
-100%
建仓
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$346.6K
6,668
建仓
NOW
SERVICENOW INC COM
+$320.3K
570
清仓
TIP
ISHARES TIPS BOND ETF
-$317.0K
0
-100%
建仓
EZU
ISHARES MSCI EUROZONE ETF
+$292.8K
6,390
增持
MTD
METTLER TOLEDO INTERNATIONAL COM
-$290.3K
1,342
+0%
减持
AVGO
BROADCOM INC COM
+$269.1K
1,231
-1%
建仓
OACP
ONEASCENT CORE PLUS BOND ETF
+$243.6K
10,783
减持
DHR
DANAHER CORPORATION COM
-$238.3K
2,730
-23%
建仓
ALK
ALASKA AIR GROUP INC COM
+$227.9K
4,286
建仓
OAIM
ONEASCENT INTERNATIONAL EQUITY ETF
+$225.1K
7,323
清仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
-$221.6K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$220.7K
1,752
+18%
建仓
PH
PARKER-HANNIFIN CORP COM
+$216.1K
554
清仓
PFE
PFIZER INC COM
-$214.9K
0
-100%
增持
IVV
ISHARES CORE S&P 500 ETF
+$213.4K
3,099
+9%
建仓
BR
BROADRIDGE FINL SOLUTIONS INC COM
+$211.7K
1,278
建仓
CSX
CSX CORP COM
+$205.8K
6,036
清仓
AMT
AMERICAN TOWER CORP NEW COM
-$204.3K
0
-100%
建仓
EOG
EOG RES INC COM
+$203.4K
1,777
清仓
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
-$201.5K
0
-100%
增持
MA
MASTERCARD INCORPORATED CL A
+$200.8K
4,481
+4%
增持
NKE
NIKE INC CL B
-$200.3K
18,692
+1%
增持
VV
VANGUARD LARGE-CAP ETF
+$198.1K
7,036
+7%
增持
TSLA
TESLA INC COM
+$195.7K
2,416
+15%
增持
META
META PLATFORMS INC CL A
+$191.8K
2,307
+4%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$179.8K
10,521
+1%
增持
V
VISA INC COM CL A
+$176.0K
4,217
+15%
减持
COST
COSTCO WHSL CORP NEW COM
+$148.3K
5,165
-3%
减持
CCI
CROWN CASTLE INC COM
-$133.4K
3,387
-13%
增持
MCD
MCDONALDS CORP COM
+$130.6K
5,131
+2%
减持
PG
PROCTER AND GAMBLE CO COM
-$127.1K
23,521
-5%
增持
—
EATON CORP PLC SHS
+$118.9K
2,457
+12%
增持
FTNT
FORTINET INC COM
+$116.5K
10,544
+3%
增持
NFLX
NETFLIX INC COM
+$115.4K
1,095
+3%
减持
VTV
VANGUARD VALUE ETF
-$115.1K
2,312
-28%
增持
JNJ
JOHNSON & JOHNSON COM
+$114.3K
8,419
+2%
减持
GOOG
ALPHABET INC CAP STK CL C
+$105.5K
6,843
-1%
增持
HON
HONEYWELL INTL INC COM
+$102.7K
4,219
+4%
减持
DG
DOLLAR GEN CORP NEW COM
-$100.6K
1,790
-7%
增持
JPM
JPMORGAN CHASE & CO COM
+$99.5K
3,151
+14%
增持
ALB
ALBEMARLE CORP COM
+$98.5K
1,456
+42%
减持
ORCL
ORACLE CORP COM
+$94.6K
3,761
-1%
增持
APD
AIR PRODS & CHEMS INC COM
+$94.1K
1,696
+18%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$93.4K
28,726
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$91.4K
2,921
-0%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$88.0K
7,588
-9%
增持
CVX
CHEVRON CORP NEW COM
-$85.5K
18,585
+1%
增持
LOW
LOWES COS INC COM
+$83.4K
2,097
+8%
减持
SBUX
STARBUCKS CORP COM
-$79.1K
9,439
-3%
增持
PRU
PRUDENTIAL FINL INC COM
+$77.8K
4,967
+14%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$76.8K
1,452
+15%
增持
—
DISCOVER FINL SVCS COM
+$74.5K
3,978
+1%
增持
—
INTERPUBLIC GROUP COS INC COM
+$73.0K
14,493
+11%
增持
HD
HOME DEPOT INC COM
+$71.5K
3,961
+1%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$70.1K
11,001
-7%
减持
USB
US BANCORP DEL COM NEW
-$67.3K
7,677
-14%
减持
O
REALTY INCOME CORP COM
-$65.5K
11,912
-3%
减持
PSX
PHILLIPS 66 COM
-$65.4K
4,950
-7%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$63.9K
2,622
+4%
增持
CMCSA
COMCAST CORP NEW CL A
+$62.5K
9,957
+7%
清仓
SOFI
SOFI TECHNOLOGIES INC COM
-$61.3K
0
-100%
增持
—
BLACKROCK INC COM
+$59.0K
977
+6%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$58.1K
29,451
-4%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$57.5K
2,696
-8%
减持
MDLZ
MONDELEZ INTL INC CL A
+$56.7K
18,908
-0%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$55.6K
1,977
+4%
增持
BBJP
JPMORGAN BETABUILDERS JAPAN ETF
+$54.7K
10,052
+5%
增持
—
LINDE PLC SHS
+$53.3K
1,454
+3%
减持
LMT
LOCKHEED MARTIN CORP COM
-$53.2K
1,785
-4%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$52.2K
1,917
+2%
增持
GPC
GENUINE PARTS CO COM
+$52.2K
3,568
+8%
增持
ROK
ROCKWELL AUTOMATION INC COM
+$52.0K
1,427
+0%
减持
TXN
TEXAS INSTRS INC COM
-$49.2K
4,278
-3%
减持
UNP
UNION PAC CORP COM
-$49.0K
3,938
-7%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$48.9K
2,385
-8%
减持
EMN
EASTMAN CHEM CO COM
-$47.8K
3,542
-13%
增持
—
EXXON MOBIL CORP COM
-$47.4K
36,422
+1%
增持
GLW
CORNING INC COM
+$40.5K
13,379
+10%
增持
EMLP
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
+$40.4K
9,066
+18%
增持
PEP
PEPSICO INC COM
+$38.8K
7,736
+1%
减持
BAC
BANK AMERICA CORP COM
-$37.7K
16,627
-8%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$37.1K
573
-2%
增持
—
CHUBB LIMITED COM
+$36.8K
1,233
+19%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$35.7K
14,605
-2%
增持
CSCO
CISCO SYS INC COM
+$35.2K
14,440
+6%
增持
ADSK
AUTODESK INC COM
+$33.4K
3,731
+6%
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$30.5K
5,183
-10%
增持
ELV
ELEVANCE HEALTH INC COM
+$30.2K
605
+17%
增持
AMGN
AMGEN INC COM
-$29.7K
3,761
+5%
增持
CVS
CVS HEALTH CORP COM
-$29.3K
5,787
+0%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$26.9K
22,665
-3%
增持
BA
BOEING CO COM
+$26.8K
2,145
+7%
增持
TMUS
T-MOBILE US INC COM
+$26.6K
2,911
+12%
增持
EXR
EXTRA SPACE STORAGE INC COM
-$25.8K
2,500
+2%
增持
COP
CONOCOPHILLIPS COM
+$25.4K
3,424
+3%
减持
MRK
MERCK & CO INC COM
+$25.1K
9,429
-6%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$23.5K
27,675
-1%
增持
CRM
SALESFORCE INC COM
+$23.3K
1,772
+1%
增持
GIS
GENERAL MLS INC COM
-$22.1K
2,688
+1%
减持
WMT
WALMART INC COM
+$21.3K
2,343
-0%
增持
EL
LAUDER ESTEE COS INC CL A
-$21.3K
1,138
+15%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$19.5K
9,246
-1%
增持
KR
KROGER CO COM
-$19.3K
8,906
+0%
减持
SDY
SPDR S&P DIVIDEND ETF
-$17.7K
7,324
-1%
减持
MRSH
MARSH & MCLENNAN COS INC COM
+$17.7K
1,439
-5%
清仓
OPEN
OPENDOOR TECHNOLOGIES INC COM
-$17.6K
0
-100%
增持
QCOM
QUALCOMM INC COM
-$17.6K
4,102
+3%
减持
WM
WASTE MGMT INC DEL COM
+$16.8K
1,893
-1%
减持
MBB
ISHARES MBS ETF
-$16.8K
8,537
-1%
增持
NUE
NUCOR CORP COM
+$16.6K
1,618
+0%
增持
DIS
DISNEY WALT CO COM
+$16.3K
2,580
+21%
减持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$15.3K
34,604
-2%
增持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
+$15.3K
8,743
+7%
增持
CMI
CUMMINS INC COM
+$15.0K
2,013
+0%
减持
ITW
ILLINOIS TOOL WKS INC COM
+$14.8K
2,466
-0%
清仓
—
STARWOOD PPTY TR INC 4.375 04/01/2023
-$14.2K
0
-100%
减持
CP
CANADIAN PACIFIC KANSAS CITY COM
+$14.1K
4,847
-1%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
+$12.9K
3,751
+0%
增持
GLD
SPDR GOLD SHARES
-$12.8K
2,814
+0%
减持
KXI
ISHARES GLOBAL CONSUMER STAPLES ETF
-$12.7K
11,693
-1%
清仓
—
BLOCK INC 0.5 05/15/2023
-$12.3K
0
-100%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$10.9K
4,164
-1%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$10.3K
19,154
-1%
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$10.0K
16,389
-1%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$9.8K
23,521
-0%
减持
VB
VANGUARD SMALL-CAP ETF
+$9.8K
1,739
-2%
增持
BKNG
BOOKING HOLDINGS INC COM
+$9.7K
92
+2%
增持
SYY
SYSCO CORP COM
-$9.7K
10,750
+3%
减持
BAR
GRANITESHARES GOLD SHARES
-$9.7K
16,354
-0%
增持
NEE
NEXTERA ENERGY INC COM
-$9.7K
11,915
+3%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$7.4K
3,108
-1%
减持
IXJ
ISHARES GLOBAL HEALTHCARE ETF
+$7.1K
6,081
-1%
增持
FITB
FIFTH THIRD BANCORP COM
-$5.6K
19,241
+1%
增持
OXY
OCCIDENTAL PETE CORP COM
-$5.3K
3,864
+4%
增持
MCHI
ISHARES MSCI CHINA ETF
-$4.6K
14,710
+11%
减持
VGK
VANGUARD FTSE EUROPE ETF
+$2.6K
8,996
-1%
增持
IDXX
IDEXX LABS INC COM
+$2.2K
794
+0%
减持
ABT
ABBOTT LABS COM
+$1.7K
4,470
-7%
