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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 7
增持 88
减持 46
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
-$1.0M
39,553
-16%
增持
AMZN
AMAZON COM INC COM
+$1.0M
29,321
+1%
增持
VV
VANGUARD LARGE-CAP ETF
+$755.3K
18,390
+15%
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
AVGO
BROADCOM INC COM
+$701.5K
12,068
-1%
增持
OALC
ONEASCENT LARGE CAP CORE ETF
+$662.0K
107,340
+25%
增持
TSLA
TESLA INC COM
+$636.1K
3,007
+36%
减持
AMGN
AMGEN INC COM
-$607.1K
9,063
-2%
减持
—
EXXON MOBIL CORP COM
-$564.6K
35,311
-5%
减持
NVDA
NVIDIA CORPORATION COM
+$450.4K
55,567
-4%
增持
SYK
STRYKER CORPORATION COM
+$419.9K
2,030
+136%
增持
OACP
ONEASCENT CORE PLUS BOND ETF
+$404.2K
113,627
+24%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$395.5K
11,077
+8%
清仓
ELV
ELEVANCE HEALTH INC COM
-$386.5K
0
-100%
增持
LLY
ELI LILLY & CO COM
-$380.9K
3,561
+1%
增持
MTD
METTLER TOLEDO INTERNATIONAL COM
-$307.1K
1,270
+2%
清仓
OXY
OCCIDENTAL PETE CORP COM
-$305.1K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC CL A
+$286.0K
836
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$269.2K
2,795
+18%
建仓
PWR
QUANTA SVCS INC COM
+$259.5K
821
清仓
GNR
SPDR S&P GLOBAL NATURAL RESOURCES ETF
-$259.0K
0
-100%
增持
NFLX
NETFLIX INC COM
+$258.6K
1,214
+5%
建仓
LULU
LULULEMON ATHLETICA INC COM
+$252.4K
660
增持
JPM
JPMORGAN CHASE & CO. COM
+$247.9K
5,074
+10%
清仓
EMN
EASTMAN CHEM CO COM
-$241.1K
0
-100%
减持
SDY
SPDR S&P DIVIDEND ETF
-$235.4K
6,323
-16%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$235.4K
1,192
建仓
—
SKECHERS U S A INC CL A
+$234.3K
3,485
增持
V
VISA INC COM CL A
+$230.5K
4,405
+4%
增持
WMT
WALMART INC COM
+$229.2K
15,397
+7%
清仓
KO
COCA COLA CO COM
-$222.0K
0
-100%
增持
FTNT
FORTINET INC COM
+$216.4K
11,002
+4%
增持
MDLZ
MONDELEZ INTL INC CL A
-$211.6K
17,804
+3%
清仓
CVS
CVS HEALTH CORP COM
-$211.5K
0
-100%
清仓
CSX
CSX CORP COM
-$205.2K
0
-100%
减持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$202.7K
13,436
-5%
减持
IEFA
ISHARES CORE MSCI EAFE ETF
-$202.3K
9,669
-14%
建仓
—
CARNIVAL CORP PAIRED CTF
+$200.6K
8,050
清仓
PM
PHILIP MORRIS INTL INC COM
-$200.4K
0
-100%
清仓
NUE
NUCOR CORP COM
-$200.4K
0
-100%
增持
BKNG
BOOKING HOLDINGS INC COM
+$190.8K
113
+28%
增持
MA
MASTERCARD INCORPORATED CL A
+$181.9K
4,737
+1%
增持
META
META PLATFORMS INC CL A
+$181.5K
2,545
+11%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$181.4K
5,322
+61%
增持
—
DISCOVER FINL SVCS COM
+$176.3K
4,500
+5%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$168.1K
9,790
-17%
增持
VB
VANGUARD SMALL-CAP ETF
+$168.1K
5,141
+14%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$166.9K
6,250
-24%
增持
NEE
NEXTERA ENERGY INC COM
-$160.8K
13,751
+1%
增持
CRM
SALESFORCE INC COM
+$157.5K
1,939
+8%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$155.6K
1,982
+0%
减持
COST
COSTCO WHSL CORP NEW COM
+$149.9K
5,456
-0%
减持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
-$149.5K
20,257
-7%
减持
CSL
CARLISLE COS INC COM
-$148.8K
1,834
-0%
减持
BLK
BLACKROCK INC COM
-$141.9K
633
-24%
增持
ADSK
AUTODESK INC COM
+$140.7K
4,054
+6%
增持
HON
HONEYWELL INTL INC COM
+$140.4K
4,947
+5%
增持
VTV
VANGUARD VALUE ETF
+$137.6K
6,914
+17%
减持
GOOG
ALPHABET INC CAP STK CL C
+$137.1K
5,902
-0%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$134.6K
3,657
+3%
增持
NOW
SERVICENOW INC COM
+$132.3K
766
+1%
增持
JNJ
JOHNSON & JOHNSON COM
-$129.6K
7,545
+0%
增持
DHR
DANAHER CORPORATION COM
-$125.9K
2,631
+0%
增持
AMT
AMERICAN TOWER CORP NEW COM
-$123.3K
3,604
+7%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$120.4K
20,285
-0%
增持
DIS
DISNEY WALT CO COM
+$119.6K
3,007
+34%
增持
PEP
PEPSICO INC COM
-$115.0K
8,460
+3%
增持
LMT
LOCKHEED MARTIN CORP COM
-$113.3K
2,158
+9%
增持
VOO
VANGUARD S&P 500 ETF
+$111.9K
757
+35%
减持
IVV
ISHARES CORE S&P 500 ETF
-$107.8K
2,273
-9%
增持
CSCO
CISCO SYS INC COM
+$105.0K
14,312
+3%
减持
PG
PROCTER AND GAMBLE CO COM
-$104.3K
18,012
-0%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$97.6K
2,911
+7%
增持
GPC
GENUINE PARTS CO COM
-$94.6K
4,144
+0%
增持
CMI
CUMMINS INC COM
+$93.4K
2,260
+5%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$90.9K
1,890
+4%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$89.9K
4,029
-20%
减持
OAEM
ONEASCENT EMERGING MARKETS ETF
-$83.3K
29,518
-4%
减持
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
-$81.2K
30,108
-0%
增持
GWW
GRAINGER W W INC COM
+$75.9K
2,051
+2%
增持
TMUS
T-MOBILE US INC COM
+$73.8K
3,344
+4%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$71.8K
2,049
+12%
减持
CTAS
CINTAS CORP COM
-$70.6K
3,038
-0%
减持
IXJ
ISHARES GLOBAL HEALTHCARE ETF
-$67.1K
5,333
-0%
增持
COP
CONOCOPHILLIPS COM
+$64.2K
4,978
+22%
增持
TXN
TEXAS INSTRS INC COM
-$61.3K
4,236
+2%
增持
QCOM
QUALCOMM INC COM
-$60.0K
4,234
+1%
减持
CL
COLGATE PALMOLIVE CO COM
-$57.7K
4,275
-1%
增持
OAIM
ONEASCENT INTERNATIONAL EQUITY ETF
+$57.6K
42,679
+12%
建仓
—
374WATER INC COM
+$54.6K
80,000
减持
CVX
CHEVRON CORP NEW COM
-$53.7K
17,615
-0%
增持
DRI
DARDEN RESTAURANTS INC COM
+$53.3K
1,666
+6%
增持
UNP
UNION PAC CORP COM
+$48.8K
4,239
+14%
增持
—
LINDE PLC SHS
-$48.8K
1,682
+7%
减持
LNG
CHENIERE ENERGY INC COM NEW
-$47.4K
6,794
-19%
增持
LOW
LOWES COS INC COM
-$46.6K
2,749
+3%
减持
BAC
BANK AMERICA CORP COM
+$46.2K
12,202
-1%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$45.4K
4,781
-0%
增持
SYY
SYSCO CORP COM
+$44.7K
11,409
+8%
增持
MCD
MCDONALDS CORP COM
-$42.8K
5,361
+2%
增持
O
REALTY INCOME CORP COM
-$41.9K
10,573
+11%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$40.6K
15,242
-3%
减持
GLW
CORNING INC COM
+$33.6K
14,857
-0%
减持
EZU
ISHARES MSCI EUROZONE ETF
-$32.7K
6,273
-0%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$32.1K
4,138
+10%
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$31.5K
56,028
-1%
增持
HBAN
HUNTINGTON BANCSHARES INC COM
+$31.4K
18,700
+1%
增持
MLM
MARTIN MARIETTA MATLS INC COM
+$30.2K
616
+15%
增持
HD
HOME DEPOT INC COM
-$29.2K
3,959
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$29.0K
2,971
+4%
增持
SBUX
STARBUCKS CORP COM
-$28.9K
9,965
+4%
增持
CAH
CARDINAL HEALTH INC COM
+$28.8K
2,043
+6%
增持
EOG
EOG RES INC COM
+$28.4K
2,461
+11%
增持
IR
INGERSOLL RAND INC COM
+$28.3K
2,943
+21%
增持
SRVR
PACER DATA & INFRASTRUCTURE REAL ESTATE ETF
+$27.7K
11,119
+17%
增持
—
CHUBB LIMITED COM
+$26.3K
1,596
+11%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$26.0K
16,661
+8%
减持
FDIS
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
+$25.9K
3,011
-0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$25.5K
5,931
+3%
减持
IVOL
QUADRATIC INTEREST RATE VOLATILITY & INFLATION HEDGE ETF
-$25.2K
15,854
-0%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$23.6K
2,357
-2%
增持
ABBV
ABBVIE INC COM
-$20.6K
7,208
+9%
减持
ROK
ROCKWELL AUTOMATION INC COM
+$20.4K
1,470
-1%
增持
SLB
SCHLUMBERGER LTD COM STK
-$18.2K
8,498
+4%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$17.9K
3,742
-3%
增持
PH
PARKER-HANNIFIN CORP COM
+$15.4K
652
+3%
减持
GLD
SPDR GOLD SHARES
-$15.0K
2,305
-2%
减持
—
EATON CORP PLC SHS
-$14.7K
2,753
-2%
增持
MSFT
MICROSOFT CORP COM
-$14.1K
13,131
+2%
减持
EXI
ISHARES GLOBAL INDUSTRIALS ETF
-$13.6K
1,605
-1%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$12.9K
1,602
+8%
增持
WM
WASTE MGMT INC DEL COM
-$12.8K
2,255
+0%
增持
CMCSA
COMCAST CORP NEW CL A
+$12.1K
10,857
+15%
增持
APD
AIR PRODS & CHEMS INC COM
+$11.3K
2,373
+4%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$10.2K
14,061
-0%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$9.4K
5,023
-2%
增持
TDG
TRANSDIGM GROUP INC COM
+$9.0K
247
+16%
增持
MRSH
MARSH & MCLENNAN COS INC COM
-$8.7K
1,063
+1%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$8.0K
456
+1%
减持
BBCA
JPMORGAN BETABUILDERS CANADA ETF
-$7.9K
4,036
-0%
增持
MELI
MERCADOLIBRE INC COM
+$7.1K
149
+24%
增持
ORCL
ORACLE CORP COM
+$6.0K
3,786
+3%
减持
BA
BOEING CO COM
+$5.4K
2,379
-13%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$3.6K
1,160
+2%
减持
BAR
GRANITESHARES GOLD SHARES
-$2.9K
15,080
-0%
增持
CAT
CATERPILLAR INC COM
-$2.4K
663
+7%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$2.0K
2,446
+4%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$1.9K
453
+14%
减持
PTY
PIMCO CORPORATE & INCOME OPPOR COM
-$1.6K
21,177
-0%
增持
PRU
PRUDENTIAL FINL INC COM
-$1.3K
5,612
+2%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$1.2K
3,594
+3%
