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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 12
增持 75
减持 51
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
-$1.2M
48,096
-2%
减持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$831.6K
23,869
-17%
建仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$536.0K
14,527
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
-$507.2K
237,244
-0%
建仓
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
+$506.6K
11,672
减持
KXI
ISHARES GLOBAL CONSUMER STAPLES ETF
-$486.2K
4,019
-66%
清仓
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$412.5K
0
-100%
建仓
XLE
ENERGY SELECT SECTOR SPDR FUND
+$382.4K
4,231
减持
—
EXXON MOBIL CORP COM
+$370.3K
36,371
-0%
减持
MSFT
MICROSOFT CORP COM
-$369.3K
14,047
-0%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$360.7K
22,283
-24%
建仓
IVOL
QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF
+$360.6K
17,541
减持
LNG
CHENIERE ENERGY INC COM NEW
-$320.7K
9,770
-23%
清仓
DG
DOLLAR GEN CORP NEW COM
-$303.9K
0
-100%
减持
NKE
NIKE INC CL B
-$281.9K
18,627
-0%
清仓
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$272.5K
0
-100%
建仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$269.1K
8,112
增持
MTD
METTLER TOLEDO INTERNATIONAL COM
-$264.3K
1,350
+1%
增持
AMGN
AMGEN INC COM
+$257.8K
4,066
+8%
增持
LLY
ELI LILLY & CO COM
+$249.1K
3,277
+2%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$239.9K
23,907
-14%
建仓
INTC
INTEL CORP COM
+$239.9K
6,748
清仓
ALK
ALASKA AIR GROUP INC COM
-$227.9K
0
-100%
清仓
OAIM
ONEASCENT INTERNATIONAL EQUITY ETF
-$225.1K
0
-100%
清仓
EL
LAUDER ESTEE COS INC CL A
-$223.5K
0
-100%
清仓
SCI
SERVICE CORP INTL COM
-$219.6K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC COM
-$214.5K
0
-100%
清仓
BR
BROADRIDGE FINL SOLUTIONS INC COM
-$211.7K
0
-100%
建仓
—
PIONEER NAT RES CO COM
+$207.7K
905
增持
ABBV
ABBVIE INC COM
+$207.6K
13,036
+1%
建仓
—
TRANE TECHNOLOGIES PLC SHS
+$206.4K
1,017
清仓
GIS
GENERAL MLS INC COM
-$206.2K
0
-100%
清仓
DE
DEERE & CO COM
-$205.8K
0
-100%
清仓
CSX
CSX CORP COM
-$205.8K
0
-100%
建仓
SLB
SCHLUMBERGER LTD COM STK
+$204.6K
3,509
建仓
CI
THE CIGNA GROUP COM
+$201.7K
705
建仓
BP
BP PLC SPONSORED ADR
+$200.6K
5,180
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$199.4K
7,679
-17%
增持
NEE
NEXTERA ENERGY INC COM
-$188.7K
12,139
+2%
增持
COST
COSTCO WHSL CORP NEW COM
+$185.3K
5,250
+2%
减持
VGK
VANGUARD FTSE EUROPE ETF
-$183.8K
6,409
-29%
减持
MCD
MCDONALDS CORP COM
-$182.3K
5,120
-0%
增持
FTNT
FORTINET INC COM
-$174.7K
10,605
+1%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$174.6K
10,910
减持
CVX
CHEVRON CORP NEW COM
+$168.0K
18,340
-1%
增持
WMT
WALMART INC COM
+$166.4K
3,343
+43%
减持
CVS
CVS HEALTH CORP COM
-$162.8K
3,398
-41%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$144.1K
10,725
+2%
增持
—
INTERPUBLIC GROUP COS INC COM
-$142.5K
14,537
+0%
减持
PG
PROCTER AND GAMBLE CO COM
-$138.4K
23,520
-0%
增持
GWW
GRAINGER W W INC COM
-$137.3K
1,745
+2%
减持
CCI
CROWN CASTLE INC COM
-$126.1K
2,823
-17%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$123.8K
9,440
+42%
减持
TXN
TEXAS INSTRS INC COM
-$120.1K
4,088
-4%
减持
JNJ
JOHNSON & JOHNSON COM
-$119.5K
8,180
-3%
增持
PEP
PEPSICO INC COM
-$115.5K
7,775
+1%
增持
O
REALTY INCOME CORP COM
-$111.6K
12,027
+1%
减持
SYY
SYSCO CORP COM
-$108.7K
10,431
-3%
增持
—
DISCOVER FINL SVCS COM
-$108.2K
4,117
+3%
减持
PSX
PHILLIPS 66 COM
+$100.1K
4,763
-4%
增持
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
+$90.7K
22,194
+1122%
增持
AMZN
AMAZON COM INC COM
-$86.2K
28,723
+0%
减持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$85.8K
34,099
-1%
减持
SBUX
STARBUCKS CORP COM
-$85.0K
9,313
-1%
减持
ABT
ABBOTT LABS COM
-$82.1K
4,184
-6%
增持
TSLA
TESLA INC COM
+$80.7K
2,850
+18%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$79.9K
2,682
+12%
增持
LMT
LOCKHEED MARTIN CORP COM
-$77.9K
1,819
+2%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$77.3K
1,785
+2%
减持
CP
CANADIAN PACIFIC KANSAS CITY COM
-$77.2K
4,224
-13%
增持
GPC
GENUINE PARTS CO COM
-$76.8K
3,650
+2%
增持
NVDA
NVIDIA CORPORATION COM
+$76.0K
5,360
+1%
增持
HON
HONEYWELL INTL INC COM
-$75.9K
4,328
+3%
减持
IDXX
IDEXX LABS INC COM
-$73.0K
745
-6%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
-$70.6K
22,678
+0%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$69.7K
6,031
+14%
减持
NFLX
NETFLIX INC COM
-$69.6K
1,093
-0%
减持
ROK
ROCKWELL AUTOMATION INC COM
-$69.3K
1,402
-2%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$67.6K
2,744
+2%
增持
EXR
EXTRA SPACE STORAGE INC COM
-$65.4K
2,523
+1%
增持
COP
CONOCOPHILLIPS COM
+$64.2K
3,497
+2%
增持
ALB
ALBEMARLE CORP COM
-$62.8K
1,541
+6%
减持
—
BLACKROCK INC COM
-$59.1K
953
-2%
减持
NUE
NUCOR CORP COM
-$58.8K
1,321
-18%
减持
MO
ALTRIA GROUP INC COM
-$58.5K
17,234
-0%
增持
MDLZ
MONDELEZ INTL INC CL A
-$57.3K
19,047
+1%
增持
—
EATON CORP PLC SHS
+$51.7K
2,559
+4%
增持
GLW
CORNING INC COM
-$50.7K
13,721
+3%
增持
ORCL
ORACLE CORP COM
-$48.6K
3,770
+0%
减持
BBJP
JPMORGAN BETABUILDERS JAPAN ETF
-$48.5K
9,346
-7%
增持
MRK
MERCK & CO INC COM
-$48.1K
10,101
+7%
减持
EMN
EASTMAN CHEM CO COM
-$44.9K
3,280
-7%
增持
PRU
PRUDENTIAL FINL INC COM
+$44.4K
5,086
+2%
增持
VV
VANGUARD LARGE-CAP ETF
+$43.9K
7,513
+7%
增持
IVV
ISHARES CORE S&P 500 ETF
+$43.2K
3,317
+7%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$43.0K
1,970
-0%
减持
GOOG
ALPHABET INC CAP STK CL C
+$42.8K
6,603
-4%
增持
SDY
SPDR S&P DIVIDEND ETF
-$41.9K
7,442
+2%
增持
CSCO
CISCO SYS INC COM
+$41.4K
14,668
+2%
减持
WM
WASTE MGMT INC DEL COM
-$39.9K
1,892
-0%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$39.6K
2,652
+1%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$38.2K
15,579
+7%
增持
ADSK
AUTODESK INC COM
+$37.8K
3,872
+4%
减持
QCOM
QUALCOMM INC COM
-$36.4K
4,069
-1%
减持
MCHI
ISHARES MSCI CHINA ETF
-$36.1K
14,369
-2%
增持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$32.0K
3,438
+1%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$31.8K
23,694
+1%
增持
AVGO
BROADCOM INC COM
-$30.4K
1,249
+1%
减持
USB
US BANCORP DEL COM NEW
-$30.0K
6,765
-12%
减持
BAC
BANK AMERICA CORP COM
-$29.3K
16,354
-2%
增持
EOG
EOG RES INC COM
+$27.7K
1,823
+3%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$25.9K
8,179
+8%
增持
JPM
JPMORGAN CHASE & CO COM
+$24.6K
3,330
+6%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$24.4K
1,506
+4%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$23.7K
11,800
+7%
增持
V
VISA INC COM CL A
-$23.2K
4,253
+1%
增持
HD
HOME DEPOT INC COM
-$22.1K
3,999
+1%
增持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$22.1K
12,689
+3%
增持
MA
MASTERCARD INCORPORATED CL A
+$21.2K
4,505
+1%
增持
LOW
LOWES COS INC COM
+$21.0K
2,378
+13%
增持
DIS
DISNEY WALT CO COM
-$20.7K
2,586
+0%
减持
OACP
ONEASCENT CORE PLUS BOND ETF
-$20.0K
10,314
-4%
减持
META
META PLATFORMS INC CL A
+$18.8K
2,268
-2%
增持
KR
KROGER CO COM
-$18.7K
8,936
+0%
增持
CMI
CUMMINS INC COM
-$18.1K
2,081
+3%
增持
EZU
ISHARES MSCI EUROZONE ETF
-$18.1K
6,504
+2%
增持
MBB
ISHARES MBS ETF
-$17.5K
8,769
+3%
增持
BA
BOEING CO COM
-$17.1K
2,274
+6%
增持
NOW
SERVICENOW INC COM
+$15.1K
600
+5%
减持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
-$14.3K
8,368
-4%
增持
CSL
CARLISLE COS INC COM
+$14.2K
1,835
+2%
减持
—
CHUBB LIMITED COM
+$13.8K
1,207
-2%
减持
CTAS
CINTAS CORP COM
-$12.9K
774
-0%
增持
IMCG
ISHARES MORNINGSTAR MID-CAP GROWTH ETF
-$12.5K
3,782
+1%
增持
ELV
ELEVANCE HEALTH INC COM
+$11.6K
644
+6%
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$10.3K
4,980
-4%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$9.9K
1,894
-1%
减持
DHR
DANAHER CORPORATION COM
+$9.7K
2,680
-2%
增持
APD
AIR PRODS & CHEMS INC COM
-$9.5K
1,759
+4%
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$7.7K
16,698
+2%
增持
EMLP
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
+$7.5K
9,550
+5%
增持
—
LINDE PLC SHS
-$7.1K
1,469
+1%
减持
UNP
UNION PAC CORP COM
-$5.9K
3,928
-0%
增持
IXJ
ISHARES GLOBAL HEALTHCARE ETF
-$5.2K
6,207
+2%
增持
VB
VANGUARD SMALL-CAP ETF
+$5.2K
1,857
+7%
减持
CMCSA
COMCAST CORP NEW CL A
+$5.2K
9,448
-5%
增持
BAR
GRANITESHARES GOLD SHARES
-$4.9K
16,740
+2%
增持
GLD
SPDR GOLD SHARES
-$4.3K
2,901
+3%
增持
VTV
VANGUARD VALUE ETF
-$4.3K
2,351
+2%
减持
PH
PARKER-HANNIFIN CORP COM
-$1.8K
550
-1%
