PATRON PARTNERS, LLC
HOUSTON TX · SEC CIK 0001841768
$2.60亿2026Q2 申报市值
193持仓数
31.5%前十大占比 · 第一大 6.5%
13 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
OALC 加仓+$74.04万
GEV 加仓+$73.19万
LLY 加仓+$62.61万
DELL 新建仓+$54.32万
MAR 加仓+$49.25万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$59.02万
HON 减仓-$42.41万
PANW 减仓-$36.80万
MUB 清仓-$30.30万
OXY 清仓-$27.12万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CSL | CARLISLE COS INC | $65.62万 | 0.25% | 1,809 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $66.40万 | 0.26% | 1,151 | 90 | 8.5% | $5.19万 | 加仓 |
| NKE | NIKE INC | $66.73万 | 0.26% | 16,255 | -56 | -0.3% | -$2,299 | 减仓 |
| SLB | SLB LIMITED | $67.44万 | 0.26% | 14,506 | 419 | 3.0% | $1.95万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $68.70万 | 0.26% | 2,993 | 364 | 13.8% | $8.36万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $69.43万 | 0.27% | 1,087 | -5 | -0.5% | -$3,194 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $70.52万 | 0.27% | 12,193 | -2,836 | -18.9% | -$16.40万 | 减仓 |
| ADSK | AUTODESK INC | $70.94万 | 0.27% | 3,649 | -242 | -6.2% | -$4.70万 | 减仓 |
| CAT | CATERPILLAR INC | $71.14万 | 0.27% | 668 | 148 | 28.5% | $15.76万 | 加仓 |
| MO | ALTRIA GROUP INC | $71.92万 | 0.28% | 9,996 | -584 | -5.5% | -$4.20万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $72.90万 | 0.28% | 25,128 | -2,876 | -10.3% | -$8.34万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $73.13万 | 0.28% | 549 | 70 | 14.6% | $9.32万 | 加仓 |
| PHM | PULTE GROUP INC | $74.12万 | 0.28% | 5,402 | 2 | 0.0% | $274 | 加仓 |
| EMXC | ISHARES INC | $75.46万 | 0.29% | 7,376 | 78 | 1.1% | $7,979 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $79.84万 | 0.31% | 2,839 | -222 | -7.3% | -$6.24万 | 减仓 |
| ADI | ANALOG DEVICES INC | $81.18万 | 0.31% | 2,044 | 394 | 23.9% | $15.65万 | 加仓 |
| GLD | SPDR GOLD TR | $83.62万 | 0.32% | 2,270 | -42 | -1.8% | -$1.55万 | 减仓 |
| TMUS | T-MOBILE US INC | $84.49万 | 0.32% | 5,037 | 574 | 12.9% | $9.63万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $86.19万 | 0.33% | 1,989 | 326 | 19.6% | $14.13万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $87.49万 | 0.34% | 5,349 | 436 | 8.9% | $7.13万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $89.08万 | 0.34% | 14,494 | 3,135 | 27.6% | $19.27万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $93.42万 | 0.36% | 1,902 | 144 | 8.2% | $7.07万 | 加仓 |
| UNP | UNION PAC CORP | $94.41万 | 0.36% | 3,471 | 94 | 2.8% | $2.56万 | 加仓 |
| GPC | GENUINE PARTS CO | $96.87万 | 0.37% | 8,211 | 1,201 | 17.1% | $14.17万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $97.04万 | 0.37% | 5,444 | 219 | 4.2% | $3.90万 | 加仓 |
| NFLX | NETFLIX INC. | $100.05万 | 0.38% | 14,012 | -1,570 | -10.1% | -$11.21万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $100.16万 | 0.39% | 1,024 | 333 | 48.2% | $32.57万 | 加仓 |
| IVV | ISHARES TR | $100.29万 | 0.39% | 1,339 | -788 | -37.0% | -$59.02万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $100.93万 | 0.39% | 2,428 | -142 | -5.5% | -$5.90万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $101.34万 | 0.39% | 23,934 | 1,141 | 5.0% | $4.83万 | 加仓 |
| LIN | LINDE PLC | $102.54万 | 0.39% | 1,976 | -1 | -0.1% | -$519 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $102.71万 | 0.39% | 804 | -104 | -11.5% | -$13.29万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $103.72万 | 0.40% | 3,632 | -39 | -1.1% | -$1.11万 | 减仓 |
| TSLA | TESLA INC | $106.16万 | 0.41% | 2,524 | -39 | -1.5% | -$1.64万 | 减仓 |
| FTNT | FORTINET INC | $106.49万 | 0.41% | 6,932 | -1,447 | -17.3% | -$22.23万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $107.65万 | 0.41% | 2,707 | 94 | 3.6% | $3.74万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $108.26万 | 0.42% | 3,693 | 303 | 8.9% | $8.88万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $108.68万 | 0.42% | 19,279 | -31 | -0.2% | -$1,747 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $108.75万 | 0.42% | 1,872 | 295 | 18.7% | $17.14万 | 加仓 |
| O | REALTY INCOME CORP | $109.44万 | 0.42% | 17,663 | 810 | 4.8% | $5.02万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $111.87万 | 0.43% | 10,365 | 1,051 | 11.3% | $11.34万 | 加仓 |
| COKE | COCA COLA CONS INC | $113.37万 | 0.44% | 5,938 | 916 | 18.2% | $17.49万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $116.79万 | 0.45% | 25,959 | -5,876 | -18.5% | -$26.44万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $119.34万 | 0.46% | 5,476 | -40 | -0.7% | -$8,717 | 减仓 |
| DE | DEERE & CO | $120.65万 | 0.46% | 1,902 | 671 | 54.5% | $42.56万 | 加仓 |
| QCOM | QUALCOMM INC | $124.15万 | 0.48% | 6,718 | 472 | 7.6% | $8.72万 | 加仓 |
| MRK | MERCK & CO INC | $124.17万 | 0.48% | 9,663 | 7 | 0.1% | $900 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $132.19万 | 0.51% | 11,330 | -436 | -3.7% | -$5.09万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $133.03万 | 0.51% | 3,901 | -1,079 | -21.7% | -$36.80万 | 减仓 |
| PEP | PEPSICO INC | $133.94万 | 0.51% | 9,892 | 651 | 7.0% | $8.81万 | 加仓 |
| SBUX | STARBUCKS CORP | $133.96万 | 0.51% | 13,109 | 646 | 5.2% | $6.60万 | 加仓 |
| SYY | SYSCO CORP | $137.14万 | 0.53% | 16,408 | 921 | 5.9% | $7.70万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $138.43万 | 0.53% | 2,717 | 72 | 2.7% | $3.67万 | 加仓 |
| BAC | BANK OF AMER CORP | $138.68万 | 0.53% | 24,338 | 2,425 | 11.1% | $13.82万 | 加仓 |
| V | VISA INC | $142.18万 | 0.55% | 4,144 | 109 | 2.7% | $3.74万 | 加仓 |
| META | META PLATFORMS INC | $142.68万 | 0.55% | 2,533 | 87 | 3.6% | $4.90万 | 加仓 |
| HD | HOME DEPOT INC | $149.17万 | 0.57% | 4,230 | 42 | 1.0% | $1.48万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $158.17万 | 0.61% | 1,564 | 169 | 12.1% | $17.09万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $165.53万 | 0.64% | 3,308 | -3 | -0.1% | -$1,501 | 减仓 |
| TXN | TEXAS INSTRS INC | $176.79万 | 0.68% | 5,931 | 255 | 4.5% | $7.60万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $180.47万 | 0.69% | 20,562 | 1,220 | 6.3% | $10.71万 | 加仓 |
| — | UNIFIED SER TR | $192.76万 | 0.74% | 38,640 | 2,822 | 7.9% | $14.08万 | 加仓 |
| PWR | QUANTA SVCS INC | $194.77万 | 0.75% | 2,705 | 218 | 8.8% | $15.70万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $195.95万 | 0.75% | 4,103 | 132 | 3.3% | $6.30万 | 加仓 |
| VB | VANGUARD INDEX FDS | $196.07万 | 0.75% | 6,468 | 179 | 2.8% | $5.43万 | 加仓 |
| MCD | MCDONALDS CORP | $197.00万 | 0.76% | 7,288 | 376 | 5.4% | $10.16万 | 加仓 |
| GOOG | ALPHABET INC | $197.41万 | 0.76% | 5,587 | 9 | 0.2% | $3,180 | 加仓 |
| ETN | EATON CORP PLC | $205.48万 | 0.79% | 4,822 | 490 | 11.3% | $20.88万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $209.48万 | 0.81% | 14,285 | -1,553 | -9.8% | -$22.77万 | 减仓 |
| CMI | CUMMINS INC | $216.37万 | 0.83% | 3,034 | 97 | 3.3% | $6.92万 | 加仓 |
| IQLT | ISHARES TR | $217.23万 | 0.84% | 43,840 | -748 | -1.7% | -$3.71万 | 减仓 |
| CSCO | CISCO SYS INC | $230.32万 | 0.89% | 19,608 | 1,253 | 6.8% | $14.72万 | 加仓 |
| ABBV | ABBVIE INC | $235.27万 | 0.90% | 9,349 | 538 | 6.1% | $13.54万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $236.04万 | 0.91% | 3,437 | -2 | -0.1% | -$1,374 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $243.48万 | 0.94% | 6,570 | 1,329 | 25.4% | $49.25万 | 加仓 |
| GEV | GE VERNOVA INC | $245.66万 | 0.94% | 2,091 | 623 | 42.4% | $73.19万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $255.85万 | 0.98% | 4,981 | -75 | -1.5% | -$3.85万 | 减仓 |
| CVX | CHEVRON CORPORATION | $258.38万 | 0.99% | 15,587 | -686 | -4.2% | -$11.37万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $261.36万 | 1.00% | 7,985 | 1,215 | 17.9% | $39.77万 | 加仓 |
| OAIM | UNIFIED SER TR | $273.04万 | 1.05% | 57,085 | 4,772 | 9.1% | $22.82万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $275.53万 | 1.06% | 10,849 | 485 | 4.7% | $12.32万 | 加仓 |
| WMT | WALMART INC | $284.16万 | 1.09% | 25,089 | 401 | 1.6% | $4.54万 | 加仓 |
| GWW | WW GRAINGER INC | $306.91万 | 1.18% | 2,256 | -3 | -0.1% | -$4,081 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $318.93万 | 1.23% | 2,763 | 297 | 12.0% | $34.28万 | 加仓 |
| AMGN | AMGEN INC | $327.14万 | 1.26% | 9,034 | -480 | -5.0% | -$17.38万 | 减仓 |
| QQQ | INVESCO QQQ TR | $377.64万 | 1.45% | 5,128 | 17 | 0.3% | $1.25万 | 加仓 |
| GOOGL | ALPHABET INC | $390.22万 | 1.50% | 10,919 | 239 | 2.2% | $8.54万 | 加仓 |
| — | EXXON MOBIL CORP | $434.31万 | 1.67% | 31,767 | -574 | -1.8% | -$7.85万 | 减仓 |
| OACP | UNIFIED SER TR | $439.42万 | 1.69% | 193,449 | 17,015 | 9.6% | $38.65万 | 加仓 |
| GLW | CORNING INC | $466.18万 | 1.79% | 18,251 | 332 | 1.9% | $8.48万 | 加仓 |
| AVGO | BROADCOM INC | $472.16万 | 1.82% | 12,499 | 57 | 0.5% | $2.15万 | 加仓 |
| MSFT | MICROSOFT CORP | $485.33万 | 1.87% | 13,011 | -48 | -0.4% | -$1.79万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $548.13万 | 2.11% | 5,859 | -1 | -0.0% | -$936 | 减仓 |
| OALC | UNIFIED SER TR | $604.10万 | 2.32% | 147,222 | 18,044 | 14.0% | $74.04万 | 加仓 |
| AMZN | AMAZON COM INC | $669.45万 | 2.57% | 28,088 | 64 | 0.2% | $1.53万 | 加仓 |
| LLY | ELI LILLY & CO | $739.82万 | 2.84% | 6,168 | 522 | 9.2% | $62.61万 | 加仓 |
| VV | VANGUARD INDEX FDS | $827.55万 | 3.18% | 24,063 | 1,057 | 4.6% | $36.35万 | 加仓 |
| AAPL | APPLE INC | $1,075.07万 | 4.13% | 37,153 | -112 | -0.3% | -$3.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,085.16万 | 4.17% | 54,233 | -205 | -0.4% | -$4.10万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $1,696.19万 | 6.52% | 232,260 | 0 | 0.0% | — | 不变 |