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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 9
增持 85
减持 46
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION COM
+$2.9M
53,740
+4%
增持
MSFT
MICROSOFT CORP COM
+$2.0M
13,958
+6%
增持
VV
VANGUARD LARGE-CAP ETF
+$1.4M
22,459
+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。
增持
AVGO
BROADCOM INC COM
+$1.3M
12,001
+2%
减持
AAPL
APPLE INC COM
-$1.0M
37,180
-5%
增持
AMZN
AMAZON COM INC COM
+$970.6K
27,414
+3%
建仓
COF
CAPITAL ONE FINL CORP COM
+$940.9K
4,422
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$864.6K
11,046
+45%
增持
NFLX
NETFLIX INC COM
+$833.0K
1,496
+19%
清仓
—
DISCOVER FINL SVCS COM
-$761.9K
0
-100%
建仓
SPTI
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
+$711.8K
24,741
增持
COST
COSTCO WHSL CORP NEW COM
+$682.2K
6,107
+8%
增持
META
META PLATFORMS INC CL A
+$637.9K
2,921
+11%
增持
IVV
ISHARES CORE S&P 500 ETF
+$609.1K
3,073
+33%
减持
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$592.9K
29,947
-40%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$522.5K
3,397
+18%
减持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
-$509.8K
7,369
-39%
减持
CVX
CHEVRON CORP NEW COM
-$506.5K
17,125
-3%
增持
JPM
JPMORGAN CHASE & CO. COM
+$472.4K
6,270
+14%
减持
OALC
ONEASCENT LARGE CAP CORE ETF
+$391.7K
115,855
-2%
减持
AMGN
AMGEN INC COM
-$386.3K
8,803
-4%
清仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$380.8K
0
-100%
增持
WMT
WALMART INC COM
+$356.2K
18,608
+12%
增持
—
EATON CORP PLC SHS
+$348.6K
3,273
+9%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$322.2K
7,643
-48%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$318.6K
1,557
减持
HD
HOME DEPOT INC COM
-$315.3K
3,366
-20%
建仓
WMB
WILLIAMS COS INC COM
+$313.7K
4,994
增持
OAIM
ONEASCENT INTERNATIONAL EQUITY ETF
+$311.0K
50,722
+4%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$300.3K
7,813
+109%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$299.3K
8,450
+55%
建仓
DASH
DOORDASH INC CL A
+$284.2K
1,153
增持
UNH
UNITEDHEALTH GROUP INC COM
-$273.1K
2,583
+25%
增持
DE
DEERE & CO COM
+$272.0K
954
+110%
清仓
IVOL
KRANESHARES QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF
-$270.2K
0
-100%
增持
PWR
QUANTA SVCS INC COM
+$259.6K
1,531
+22%
增持
BKNG
BOOKING HOLDINGS INC COM
+$258.7K
172
+8%
增持
JMBS
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
+$244.0K
32,547
+20%
建仓
MCK
MCKESSON CORP COM
+$243.3K
332
增持
—
EXXON MOBIL CORP COM
-$238.3K
37,076
+4%
建仓
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$236.1K
2,047
清仓
PAA
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
-$233.3K
0
-100%
减持
PEP
PEPSICO INC COM
-$231.6K
8,543
-6%
增持
VB
VANGUARD SMALL-CAP ETF
+$227.2K
6,314
+10%
清仓
FDIS
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
-$225.1K
0
-100%
增持
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$223.7K
36,588
+7%
清仓
JBBB
JANUS HENDERSON B-BBB CLO ETF
-$218.5K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP COM
+$215.2K
2,760
+16%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$215.2K
646
+46%
清仓
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$214.4K
0
-100%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$213.6K
4,141
+7%
建仓
ADBE
ADOBE INC COM
+$211.6K
547
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS CL A
+$210.2K
2,694
清仓
EXI
ISHARES GLOBAL INDUSTRIALS ETF
-$209.3K
0
-100%
清仓
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
-$208.0K
0
-100%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$207.0K
0
-100%
增持
ADSK
AUTODESK INC COM
+$204.8K
4,260
+0%
增持
NOW
SERVICENOW INC COM
+$200.0K
828
+1%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$194.8K
1,794
+2%
增持
JNJ
JOHNSON & JOHNSON COM
+$185.8K
10,058
+24%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$184.6K
6,242
-39%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$176.4K
1,076
+2%
减持
SDY
SPDR S&P DIVIDEND ETF
-$174.3K
4,606
-22%
增持
ABBV
ABBVIE INC COM
-$170.7K
7,668
+1%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$169.9K
2,234
+6%
增持
CSCO
CISCO SYS INC COM
+$166.4K
16,475
+4%
增持
TXN
TEXAS INSTRS INC COM
+$166.1K
4,863
+4%
减持
COP
CONOCOPHILLIPS COM
-$166.1K
3,399
-24%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$161.8K
9,853
+13%
增持
PG
PROCTER AND GAMBLE CO COM
-$158.2K
18,248
+1%
增持
GWW
GRAINGER W W INC COM
+$157.4K
2,173
+2%
增持
MELI
MERCADOLIBRE INC COM
+$154.7K
201
+6%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$153.0K
10,730
+18%
增持
NKE
NIKE INC CL B
+$152.0K
16,445
+3%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$151.8K
10,921
-5%
增持
OAEM
ONEASCENT EMERGING MARKETS ETF
+$145.4K
30,862
+4%
减持
VOO
VANGUARD S&P 500 ETF
-$139.1K
440
-42%
减持
MCD
MCDONALDS CORP COM
-$139.0K
5,599
-1%
增持
KO
COCA COLA CO COM
+$137.7K
4,880
+68%
增持
GLW
CORNING INC COM
+$136.1K
16,803
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$129.8K
1,660
+12%
增持
TSLA
TESLA INC COM
+$127.4K
2,143
+0%
增持
BAC
BANK AMERICA CORP COM
+$120.8K
13,399
+9%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$119.1K
23,082
+19%
减持
VTV
VANGUARD VALUE ETF
-$114.8K
5,498
-13%
减持
IXJ
ISHARES GLOBAL HEALTHCARE ETF
-$109.1K
3,922
-20%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$108.9K
11,848
-15%
减持
—
INTERPUBLIC GROUP COS INC COM
-$106.2K
19,973
-9%
减持
FTNT
FORTINET INC COM
+$105.0K
11,542
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$104.2K
1,429
+12%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$99.2K
3,041
+3%
增持
SYK
STRYKER CORPORATION COM
+$99.0K
2,260
+6%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$98.8K
11,819
-14%
增持
MO
ALTRIA GROUP INC COM
+$96.6K
14,155
+16%
增持
—
TE CONNECTIVITY PLC ORD SHS
+$93.0K
1,882
+19%
增持
TMUS
T-MOBILE US INC COM
-$92.2K
3,587
+1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$91.4K
5,664
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$85.4K
538
-12%
增持
SLB
SCHLUMBERGER LTD COM STK
-$84.5K
10,667
+0%
增持
QCOM
QUALCOMM INC COM
+$83.6K
4,946
+8%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$78.1K
4,282
+7%
增持
BLK
BLACKROCK INC COM
+$76.0K
647
+2%
减持
PSX
PHILLIPS 66 COM
-$75.0K
3,917
-11%
增持
MRK
MERCK & CO INC COM
-$74.8K
10,692
+4%
减持
DIS
DISNEY WALT CO COM
+$73.8K
3,521
-4%
减持
ROK
ROCKWELL AUTOMATION INC COM
+$72.4K
1,321
-7%
增持
NEE
NEXTERA ENERGY INC COM
+$71.6K
16,031
+9%
增持
CMI
CUMMINS INC COM
+$70.2K
2,553
+4%
减持
BA
BOEING CO COM
+$70.1K
2,236
-4%
增持
SYY
SYSCO CORP COM
+$69.2K
13,391
+6%
增持
TDG
TRANSDIGM GROUP INC COM
+$68.7K
309
+7%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$68.2K
3,799
-10%
减持
MTD
METTLER TOLEDO INTERNATIONAL COM
-$67.6K
1,192
-4%
增持
SRVR
PACER DATA & INFRASTRUCTURE REAL ESTATE ETF
+$61.6K
14,299
+5%
增持
DRI
DARDEN RESTAURANTS INC COM
+$60.6K
1,866
+12%
增持
MLM
MARTIN MARIETTA MATLS INC COM
+$57.0K
764
+1%
增持
IR
INGERSOLL RAND INC COM
+$55.3K
4,558
+13%
减持
PH
PARKER-HANNIFIN CORP COM
+$54.7K
651
-1%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$51.0K
2,055
-4%
减持
CTAS
CINTAS CORP COM
+$50.7K
2,961
-0%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$49.5K
2,017
-14%
减持
HON
HONEYWELL INTL INC COM
+$47.0K
4,844
-5%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$46.8K
3,275
+4%
增持
ABNB
AIRBNB INC COM CL A
+$45.7K
2,288
+6%
增持
PLXS
PLEXUS CORP COM
+$43.6K
1,844
+15%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$42.6K
3,137
-11%
增持
—
LINDE PLC SHS
+$41.7K
1,913
+4%
减持
MA
MASTERCARD INCORPORATED CL A
+$40.5K
4,833
-1%
增持
GLD
SPDR GOLD SHARES
+$39.7K
2,312
+0%
增持
O
REALTY INCOME CORP COM
+$39.6K
13,091
+6%
增持
LULU
LULULEMON ATHLETICA INC COM
-$37.8K
925
+2%
增持
CRM
SALESFORCE INC COM
+$36.5K
2,294
+5%
减持
KR
KROGER CO COM
+$35.8K
9,089
-0%
增持
SBUX
STARBUCKS CORP COM
-$35.7K
10,967
+3%
增持
V
VISA INC COM CL A
+$35.2K
4,618
+1%
减持
CAT
CATERPILLAR INC COM
+$34.7K
656
-2%
增持
MDLZ
MONDELEZ INTL INC CL A
+$33.2K
19,414
+3%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$32.3K
556
-8%
增持
TYL
TYLER TECHNOLOGIES INC COM
+$32.0K
507
+10%
增持
AJG
GALLAGHER ARTHUR J & CO COM
-$31.6K
1,990
+3%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
+$31.4K
18,618
-0%
增持
PRU
PRUDENTIAL FINL INC COM
+$30.2K
6,909
+8%
减持
UNP
UNION PAC CORP COM
-$29.7K
3,743
-1%
减持
MRSH
MARSH & MCLENNAN COS INC COM
-$29.0K
990
-2%
减持
PM
PHILIP MORRIS INTL INC COM
+$26.1K
1,543
-4%
减持
ITW
ILLINOIS TOOL WKS INC COM
-$24.2K
2,477
-4%
减持
DHR
DANAHER CORPORATION COM
-$24.0K
2,368
-1%
增持
LLY
ELI LILLY & CO COM
+$22.4K
3,968
+7%
增持
RTX
RTX CORPORATION COM
+$22.3K
1,556
+1%
减持
CL
COLGATE PALMOLIVE CO COM
-$16.2K
4,243
-1%
