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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 17
增持 54
减持 66
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
+$1.2M
56,337
+229%
建仓
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$838.5K
4,805
建仓
BLK
BLACKROCK INC COM
+$791.2K
833
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
AAPL
APPLE INC COM
+$781.3K
46,930
-3%
清仓
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
-$751.6K
0
-100%
清仓
—
BLACKROCK INC COM
-$718.2K
0
-100%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$665.5K
4,660
-74%
清仓
MCHI
ISHARES MSCI CHINA ETF
-$536.4K
0
-100%
增持
OACP
ONEASCENT CORE PLUS BOND ETF
+$477.3K
91,904
+24%
增持
VV
VANGUARD LARGE-CAP ETF
+$451.4K
15,969
+6%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$448.1K
20,377
+51%
减持
MSFT
MICROSOFT CORP COM
-$407.7K
12,895
-3%
减持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$374.8K
14,087
-24%
清仓
CRWD
CROWDSTRIKE HLDGS INC CL A
-$369.0K
0
-100%
清仓
VGK
VANGUARD FTSE EUROPE ETF
-$363.8K
0
-100%
清仓
BBJP
JPMORGAN BETABUILDERS JAPAN ETF
-$334.0K
0
-100%
建仓
EZU
ISHARES MSCI EUROZONE ETF
+$328.8K
6,295
增持
OAIM
ONEASCENT INTERNATIONAL EQUITY ETF
+$322.2K
38,165
+24%
增持
OAEM
ONEASCENT EMERGING MARKETS ETF
+$307.8K
30,832
+47%
清仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$302.9K
0
-100%
减持
AMZN
AMAZON COM INC COM
-$294.9K
29,013
-2%
建仓
BBCA
JPMORGAN BETABUILDERS CANADA ETF
+$292.8K
4,050
增持
GWW
GRAINGER W W INC COM
+$275.1K
2,008
+0%
建仓
FDIS
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
+$267.5K
3,025
建仓
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
+$259.0K
4,491
建仓
MELI
MERCADOLIBRE INC COM
+$246.2K
120
减持
MA
MASTERCARD INCORPORATED CL A
+$242.6K
4,683
-0%
建仓
EXI
ISHARES GLOBAL INDUSTRIALS ETF
+$240.2K
1,615
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$231.3K
15,742
-24%
减持
HD
HOME DEPOT INC COM
+$230.3K
3,873
-0%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$224.2K
3,763
-37%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$224.2K
0
-100%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$220.4K
10,259
-3%
减持
LMT
LOCKHEED MARTIN CORP COM
+$217.2K
1,988
-2%
建仓
DIS
DISNEY WALT CO COM
+$215.2K
2,238
增持
WMT
WALMART INC COM
+$214.9K
14,389
+3%
建仓
CAH
CARDINAL HEALTH INC COM
+$212.9K
1,926
建仓
CVS
CVS HEALTH CORP COM
+$211.5K
3,364
减持
NVDA
NVIDIA CORPORATION COM
-$211.4K
57,738
-1%
增持
FTNT
FORTINET INC COM
+$210.8K
10,613
+4%
建仓
NOC
NORTHROP GRUMMAN CORP COM
+$210.7K
399
建仓
AXON
AXON ENTERPRISE INC COM
+$209.4K
524
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$207.9K
3,494
减持
MCD
MCDONALDS CORP COM
+$207.0K
5,244
-4%
清仓
TTD
THE TRADE DESK INC COM CL A
-$205.1K
0
-100%
清仓
INTC
INTEL CORP COM
-$203.5K
0
-100%
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$203.0K
1,132
建仓
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$202.8K
451
减持
CVX
CHEVRON CORP NEW COM
-$200.5K
17,689
-1%
建仓
PM
PHILIP MORRIS INTL INC COM
+$200.4K
1,651
增持
OALC
ONEASCENT LARGE CAP CORE ETF
+$193.3K
86,125
+3%
增持
NEE
NEXTERA ENERGY INC COM
+$188.5K
13,564
+0%
减持
SBUX
STARBUCKS CORP COM
+$184.3K
9,623
-1%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$174.7K
5,054
-34%
增持
VB
VANGUARD SMALL-CAP ETF
+$168.5K
4,499
+9%
增持
PG
PROCTER AND GAMBLE CO COM
+$166.0K
18,037
+1%
减持
ABBV
ABBVIE INC COM
+$162.3K
6,590
-1%
增持
O
REALTY INCOME CORP COM
+$162.3K
9,564
+14%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$159.2K
3,562
+19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$157.1K
2,863
+0%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$154.3K
3,372
+4%
减持
COST
COSTCO WHSL CORP NEW COM
+$150.7K
5,471
-1%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$150.5K
11,833
-24%
减持
GOOG
ALPHABET INC CAP STK CL C
-$148.3K
5,903
-5%
增持
MDLZ
MONDELEZ INTL INC CL A
+$145.7K
17,308
+0%
减持
QCOM
QUALCOMM INC COM
-$144.1K
4,177
-3%
减持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$138.3K
21,727
-18%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$137.2K
1,981
-1%
减持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$133.6K
3,301
-32%
增持
APD
AIR PRODS & CHEMS INC COM
+$124.2K
2,274
+6%
增持
AVGO
BROADCOM INC COM
+$123.0K
12,152
+889%
减持
LOW
LOWES COS INC COM
+$117.9K
2,677
-3%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$117.7K
11,298
-18%
减持
JNJ
JOHNSON & JOHNSON COM
+$103.0K
7,533
-2%
增持
—
EATON CORP PLC SHS
+$100.3K
2,801
+6%
增持
CTAS
CINTAS CORP COM
+$97.0K
3,039
+303%
减持
META
META PLATFORMS INC CL A
+$96.0K
2,286
-5%
减持
SDY
SPDR S&P DIVIDEND ETF
+$95.9K
7,538
-2%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$95.7K
2,727
-1%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$94.4K
1,836
+0%
减持
TMUS
T-MOBILE US INC COM
+$94.3K
3,219
-0%
增持
MRK
MERCK & CO INC COM
-$93.9K
10,855
+1%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$92.7K
1,489
+1%
减持
LLY
ELI LILLY & CO COM
-$91.3K
3,533
-1%
增持
VTV
VANGUARD VALUE ETF
+$90.9K
5,917
+1%
减持
GLW
CORNING INC COM
+$89.2K
14,894
-1%
清仓
RMAX
RE MAX HLDGS INC CL A
-$85.9K
0
-100%
增持
CSCO
CISCO SYS INC COM
+$84.9K
13,948
+1%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$84.3K
5,150
-33%
减持
CMI
CUMMINS INC COM
+$82.3K
2,145
-3%
增持
PH
PARKER-HANNIFIN CORP COM
+$80.7K
632
+0%
减持
BAC
BANK AMERICA CORP COM
-$80.5K
12,352
-14%
减持
CSL
CARLISLE COS INC COM
+$80.1K
1,835
-0%
增持
GLD
SPDR GOLD SHARES
+$78.2K
2,358
+2%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$74.8K
1,823
-1%
减持
NFLX
NETFLIX INC COM
-$74.1K
1,161
-13%
增持
SYY
SYSCO CORP COM
+$72.4K
10,603
+0%
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$72.2K
14,103
+3%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$71.2K
15,414
+2%
减持
NOW
SERVICENOW INC COM
+$69.3K
760
-2%
减持
—
EXXON MOBIL CORP COM
+$69.3K
37,220
-0%
减持
ADSK
AUTODESK INC COM
+$69.3K
3,839
-4%
增持
KR
KROGER CO COM
+$69.0K
9,030
+1%
增持
OXY
OCCIDENTAL PETE CORP COM
-$67.5K
5,920
+0%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$66.8K
2,359
+1%
增持
—
LINDE PLC SHS
+$65.3K
1,579
+1%
减持
IVV
ISHARES CORE S&P 500 ETF
-$63.0K
2,507
-9%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$58.9K
2,407
+10%
增持
CMCSA
COMCAST CORP NEW CL A
+$58.4K
9,464
+10%
增持
JPM
JPMORGAN CHASE & CO. COM
+$57.0K
4,593
+2%
减持
MTD
METTLER TOLEDO INTERNATIONAL COM
+$56.8K
1,241
-4%
减持
COP
CONOCOPHILLIPS COM
-$55.9K
4,079
-4%
减持
AMGN
AMGEN INC COM
+$55.1K
9,216
-1%
增持
PTY
PIMCO CORPORATE & INCOME OPPOR COM
+$52.4K
21,258
+20%
减持
MO
ALTRIA GROUP INC COM
+$52.0K
10,892
-2%
增持
SRVR
PACER DATA & INFRASTRUCTURE REAL ESTATE ETF
+$47.7K
9,509
+1%
增持
BA
BOEING CO COM
-$47.7K
2,734
+7%
减持
PSX
PHILLIPS 66 COM
-$47.0K
4,411
-1%
减持
—
CHUBB LIMITED COM
+$45.6K
1,437
-1%
增持
—
INTERPUBLIC GROUP COS INC COM
+$44.1K
16,282
+1%
清仓
—
SIRIUS XM HOLDINGS INC COM
-$42.5K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$42.0K
607
+1%
减持
BAR
GRANITESHARES GOLD SHARES
+$41.3K
15,146
-1%
减持
LNG
CHENIERE ENERGY INC COM NEW
+$40.8K
8,381
-0%
减持
TXN
TEXAS INSTRS INC COM
+$39.8K
4,142
-1%
增持
TDG
TRANSDIGM GROUP INC COM
+$39.5K
213
+3%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$39.0K
2,238
+7%
增持
CAT
CATERPILLAR INC COM
+$39.0K
621
+1%
减持
NKE
NIKE INC CL B
+$38.4K
16,028
-12%
减持
WM
WASTE MGMT INC DEL COM
-$37.6K
2,253
-5%
减持
HON
HONEYWELL INTL INC COM
-$36.7K
4,726
-0%
增持
IR
INGERSOLL RAND INC COM
+$36.4K
2,424
+9%
增持
CL
COLGATE PALMOLIVE CO COM
+$32.5K
4,300
+1%
增持
HBAN
HUNTINGTON BANCSHARES INC COM
+$30.2K
18,563
+1%
减持
EMN
EASTMAN CHEM CO COM
-$29.8K
2,154
-22%
减持
PEP
PEPSICO INC COM
+$28.9K
8,241
-1%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$28.9K
1,051
-16%
减持
AJG
GALLAGHER ARTHUR J & CO COM
+$28.7K
1,769
-2%
减持
—
DISCOVER FINL SVCS COM
+$26.8K
4,299
-2%
减持
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
+$23.5K
30,254
-3%
减持
TSLA
TESLA INC COM
-$22.4K
2,210
-27%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$21.8K
5,765
+2%
减持
ELV
ELEVANCE HEALTH INC COM
-$21.6K
743
-1%
增持
MLM
MARTIN MARIETTA MATLS INC COM
+$19.8K
535
+8%
增持
CI
THE CIGNA GROUP COM
+$19.6K
904
+2%
减持
ABT
ABBOTT LABS COM
+$19.4K
2,514
-2%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$19.0K
2,376
-3%
减持
SYK
STRYKER CORPORATION COM
+$17.7K
861
-0%
增持
VOO
VANGUARD S&P 500 ETF
+$17.5K
561
+1%
清仓
—
INSMED INC 1.75 01/15/2025
-$17.1K
0
-100%
