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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 12
增持 68
减持 63
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION COM
+$2.3M
5,580
+1%
增持
OALC
ONEASCENT LARGE CAP CORE ETF
+$1.4M
71,467
+212%
增持
VV
VANGUARD LARGE-CAP ETF
+$1.3M
13,255
+55%
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
OACP
ONEASCENT CORE PLUS BOND ETF
+$1.2M
73,839
+237%
清仓
VOO
VANGUARD S&P 500 ETF
-$995.3K
0
-100%
增持
AAPL
APPLE INC COM
-$962.7K
48,158
+1%
减持
PB
PROSPERITY BANCSHARES INC COM
-$811.3K
231,941
-2%
增持
AMZN
AMAZON COM INC COM
+$803.0K
28,100
+0%
增持
LLY
ELI LILLY & CO COM
+$704.5K
3,603
+0%
增持
OAIM
ONEASCENT INTERNATIONAL EQUITY ETF
+$540.7K
26,045
+167%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$535.5K
8,892
+69%
减持
MSFT
MICROSOFT CORP COM
+$504.5K
13,598
-2%
增持
COST
COSTCO WHSL CORP NEW COM
+$463.0K
5,380
+2%
增持
GWW
GRAINGER W W INC COM
+$428.8K
1,843
+6%
增持
AMGN
AMGEN INC COM
+$425.2K
7,910
+25%
清仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$363.8K
0
-100%
增持
VB
VANGUARD SMALL-CAP ETF
+$349.9K
3,581
+63%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$320.4K
14,494
-27%
清仓
EZU
ISHARES MSCI EUROZONE ETF
-$308.5K
0
-100%
清仓
CCI
CROWN CASTLE INC COM
-$306.2K
0
-100%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$296.7K
16,204
-28%
增持
OAEM
ONEASCENT EMERGING MARKETS ETF
+$292.9K
17,339
+124%
增持
JPM
JPMORGAN CHASE & CO COM
+$292.7K
4,492
+26%
减持
—
EXXON MOBIL CORP COM
+$292.0K
34,733
-7%
减持
PG
PROCTER AND GAMBLE CO COM
+$291.0K
19,484
-1%
增持
NFLX
NETFLIX INC COM
+$290.0K
1,320
+26%
减持
META
META PLATFORMS INC CL A
+$285.8K
2,198
-0%
建仓
MLM
MARTIN MARIETTA MATLS INC COM
+$281.8K
459
清仓
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$269.5K
0
-100%
增持
MRK
MERCK & CO INC COM
+$266.8K
10,580
+2%
增持
MA
MASTERCARD INCORPORATED CL A
+$262.5K
4,651
+0%
建仓
PTY
PIMCO CORPORATE & INCOME OPPOR COM
+$262.3K
17,639
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$253.5K
2,078
-28%
建仓
IJR
ISHARES CORE S&P SMALL CAP ETF
+$251.4K
2,275
增持
NKE
NIKE INC CL B
-$250.4K
18,564
+1%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$247.4K
13,484
+41%
建仓
TDG
TRANSDIGM GROUP INC COM
+$237.7K
193
清仓
LULU
LULULEMON ATHLETICA INC COM
-$231.6K
0
-100%
建仓
DIS
DISNEY WALT CO COM
+$230.5K
1,884
建仓
CAT
CATERPILLAR INC COM
+$224.3K
612
减持
AVGO
BROADCOM INC COM
+$224.1K
1,221
-2%
建仓
CAH
CARDINAL HEALTH INC COM
+$212.8K
1,902
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$212.7K
8,133
-26%
建仓
NOC
NORTHROP GRUMMAN CORP COM
+$207.3K
433
建仓
GIS
GENERAL MLS INC COM
+$202.8K
2,898
减持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$193.4K
18,993
-6%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$193.3K
5,009
-27%
增持
WMT
WALMART INC COM
+$192.9K
13,697
+242%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$192.5K
17,929
-18%
减持
—
EATON CORP PLC SHS
+$184.6K
2,616
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$175.2K
2,894
-1%
建仓
SPE
SPECIAL OPPORTUNITIES FD INC COM
+$174.7K
13,825
减持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$162.1K
27,044
-18%
增持
WM
WASTE MGMT INC DEL COM
+$161.1K
2,346
+24%
增持
TSLA
TESLA INC COM
-$155.7K
2,734
+7%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$152.6K
12,976
+51%
增持
HD
HOME DEPOT INC COM
+$152.3K
4,025
+0%
减持
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
-$149.7K
31,027
-8%
减持
BBJP
JPMORGAN BETABUILDERS JAPAN FUND BETABUILDERS JAPAN FUND
-$144.1K
5,921
-37%
减持
CVX
CHEVRON CORP NEW COM
+$142.0K
18,181
-1%
建仓
—
SABA CAPITAL INCOME & OPPORTUN COM
+$141.3K
36,980
减持
CSL
CARLISLE COS INC COM
+$138.8K
1,815
-1%
增持
PEP
PEPSICO INC COM
+$135.6K
8,453
+7%
增持
LOW
LOWES COS INC COM
+$134.8K
2,655
+9%
减持
GLD
SPDR GOLD SHARES
-$133.0K
2,445
-27%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$132.2K
1,776
+4%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$131.0K
2,903
+9%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$125.9K
1,162
+27%
增持
COP
CONOCOPHILLIPS COM
+$124.9K
4,240
+19%
增持
NOW
SERVICENOW INC COM
+$123.7K
746
+18%
增持
CMI
CUMMINS INC COM
+$121.0K
2,087
+1%
增持
QCOM
QUALCOMM INC COM
+$121.0K
4,279
+3%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$112.2K
10,141
-0%
增持
CI
THE CIGNA GROUP COM
+$112.0K
888
+26%
增持
BA
BOEING CO COM
-$108.9K
2,614
+11%
减持
PSX
PHILLIPS 66 COM
+$107.9K
4,500
-4%
增持
KR
KROGER CO COM
+$103.1K
8,967
+0%
增持
CRM
SALESFORCE INC COM
+$100.6K
1,869
+6%
增持
—
DISCOVER FINL SVCS COM
+$98.4K
4,205
+4%
减持
—
STELLAR BANCORP INC COM
-$96.7K
10,658
-17%
增持
—
LINDE PLC SHS
+$96.3K
1,520
+2%
减持
O
REALTY INCOME CORP COM
-$95.0K
10,151
-10%
建仓
RMAX
RE MAX HLDGS INC CL A
+$93.0K
10,610
增持
PRU
PRUDENTIAL FINL INC COM
+$89.7K
5,387
+3%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$89.5K
1,957
-3%
增持
VTV
VANGUARD VALUE ETF
+$88.7K
5,487
+2%
增持
NEE
NEXTERA ENERGY INC COM
+$88.5K
13,163
+6%
增持
GPC
GENUINE PARTS CO COM
+$86.7K
3,917
+4%
增持
ADSK
AUTODESK INC COM
+$85.8K
3,918
+2%
减持
PHM
PULTE GROUP INC COM
+$83.6K
5,400
-2%
增持
ABT
ABBOTT LABS COM
+$81.5K
4,662
+14%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$81.0K
11,585
+7%
减持
V
VISA INC COM CL A
+$79.6K
4,292
-0%
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$77.4K
1,735
+9%
减持
SDY
SPDR S&P DIVIDEND ETF
-$76.9K
7,654
-12%
减持
SYY
SYSCO CORP COM
+$76.7K
10,240
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$72.5K
915
+6%
增持
LMT
LOCKHEED MARTIN CORP COM
+$71.3K
2,015
+8%
减持
FTNT
FORTINET INC COM
+$69.8K
10,047
-5%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$67.1K
6,121
-9%
增持
—
CHUBB LIMITED COM
+$66.3K
1,381
+7%
增持
DHR
DANAHER CORPORATION COM
+$64.7K
2,702
+2%
减持
MCHI
ISHARES MSCI CHINA ETF
-$64.1K
12,960
-9%
增持
EOG
EOG RES INC COM
+$62.5K
2,290
+20%
增持
ELV
ELEVANCE HEALTH INC COM
+$61.6K
747
+8%
增持
MCD
MCDONALDS CORP COM
-$59.0K
5,215
+1%
减持
IVOL
QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF
-$56.2K
16,181
-8%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$56.1K
2,733
+2%
减持
CTAS
CINTAS CORP COM
+$55.5K
758
-2%
减持
SBUX
STARBUCKS CORP COM
-$55.0K
9,269
-1%
减持
MDLZ
MONDELEZ INTL INC CL A
-$52.7K
19,119
-0%
减持
INTC
INTEL CORP COM
-$52.4K
6,572
-4%
减持
MTD
METTLER TOLEDO INTERNATIONAL COM
+$51.4K
1,285
-6%
增持
SLB
SCHLUMBERGER LTD COM STK
+$49.1K
7,835
+7%
增持
GLW
CORNING INC COM
+$47.7K
14,761
+2%
增持
HON
HONEYWELL INTL INC COM
+$46.7K
4,734
+7%
减持
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
-$42.4K
11,736
-7%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$40.1K
13,509
-8%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$38.9K
603
+3%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$37.8K
1,762
-5%
减持
IVV
ISHARES CORE S&P 500 ETF
-$36.3K
2,770
-11%
清仓
—
WESTERN DIGITAL CORP. 1.5 02/01/2024
-$31.6K
0
-100%
增持
—
INTERPUBLIC GROUP COS INC COM
+$30.2K
16,026
+6%
减持
SYK
STRYKER CORPORATION COM
+$29.9K
896
-8%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$29.6K
14,279
-5%
减持
USB
US BANCORP DEL COM NEW
-$29.5K
4,578
-15%
减持
—
BLACKROCK INC COM
-$29.3K
883
-6%
增持
TXN
TEXAS INSTRS INC COM
+$28.7K
4,194
+2%
减持
VGK
VANGUARD FTSE EUROPE ETF
-$27.6K
5,484
-11%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$27.4K
2,222
-7%
减持
BAC
BANK AMERICA CORP COM
+$26.8K
15,285
-7%
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$26.4K
9,793
-8%
增持
CMCSA
COMCAST CORP NEW CL A
+$25.7K
10,456
+7%
减持
UNP
UNION PAC CORP COM
-$23.6K
3,857
-3%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$23.5K
21,526
-1%
减持
IDXX
IDEXX LABS INC COM
-$22.9K
744
-3%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$22.0K
2,929
+14%
增持
TMUS
T-MOBILE US INC COM
+$16.5K
3,091
+2%
增持
CSX
CSX CORP COM
+$16.5K
6,066
+1%
增持
SRVR
PACER DATA & INFRASTRUCTURE REAL ESTATE ETF
+$14.5K
8,830
+10%
减持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$14.3K
3,191
-7%
增持
BKNG
BOOKING HOLDINGS INC COM
+$14.1K
87
+2%
减持
ABBV
ABBVIE INC COM
-$13.8K
7,723
-16%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
+$13.2K
18,414
-4%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$12.1K
7,722
-7%
减持
BR
BROADRIDGE FINL SOLUTIONS INC COM
-$12.0K
1,050
-5%
减持
GOOG
ALPHABET INC CAP STK CL C
+$11.8K
6,189
-6%
减持
JNJ
JOHNSON & JOHNSON COM
+$10.4K
8,169
-0%
减持
KXI
ISHARES GLOBAL CONSUMER STAPLES ETF
-$7.0K
3,377
-6%
减持
MRSH
MARSH & MCLENNAN COS INC COM
+$6.6K
1,353
-6%
