Patriot Financial Group Insurance Agency, LLC
Westborough MA · SEC CIK 0001694883
$9.74亿2026Q2 申报市值
491持仓数
19.3%前十大占比 · 第一大 2.6%
25 / 236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
MU 加仓+$572.32万
FEOE 新建仓+$217.25万
AON 新建仓+$167.60万
IALT 新建仓+$141.09万
IDEF 加仓+$135.98万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$2,444.35万
IVV 减仓-$2,241.03万
NVDA 减仓-$2,140.14万
GOOG 减仓-$2,030.74万
MSFT 减仓-$1,733.99万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -78,012 | -100.0% | -$1,323.56万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -74,784 | -100.0% | -$388.13万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -31,910 | -100.0% | -$317.18万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -58,098 | -100.0% | -$159.54万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -6,962 | -100.0% | -$157.37万 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -19,538 | -100.0% | -$142.02万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -39,588 | -100.0% | -$140.54万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -12,776 | -100.0% | -$135.10万 | 清仓 |
| EWZ | ISHARES INC | $0 | 0.00% | 0 | -34,810 | -100.0% | -$133.63万 | 清仓 |
| AVY | AVERY DENNISON CORP 看涨期权 | $0 | 0.00% | 0 | -7,000 | -100.0% | -$120.88万 | 清仓 |
| CIB | GRUPO CIBEST SA | $0 | 0.00% | 0 | -16,572 | -100.0% | -$120.66万 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -4,044 | -100.0% | -$120.43万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -56,924 | -100.0% | -$114.13万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -5,744 | -100.0% | -$113.44万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -39,398 | -100.0% | -$102.91万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | -36,850 | -100.0% | -$99.50万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -50,636 | -100.0% | -$97.27万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -15,420 | -100.0% | -$94.34万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -506 | -100.0% | -$87.49万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 0 | -23,602 | -100.0% | -$87.37万 | 清仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -21,320 | -100.0% | -$86.94万 | 清仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $0 | 0.00% | 0 | -7,722 | -100.0% | -$85.76万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -56,180 | -100.0% | -$80.06万 | 清仓 |
| — | RENATUS TACTICAL ACQUIS | $0 | 0.00% | 0 | -73,034 | -100.0% | -$76.61万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -9,364 | -100.0% | -$75.44万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -20,474 | -100.0% | -$75.24万 | 清仓 |
| JD | JD.COM INC | $0 | 0.00% | 0 | -25,358 | -100.0% | -$74.98万 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -13,392 | -100.0% | -$74.13万 | 清仓 |
| — | KRANESHARES TRUST | $0 | 0.00% | 0 | -23,540 | -100.0% | -$73.44万 | 清仓 |
| — | COSAN S A | $0 | 0.00% | 0 | -176,680 | -100.0% | -$72.79万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -12,036 | -100.0% | -$70.75万 | 清仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -15,096 | -100.0% | -$70.56万 | 清仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -13,880 | -100.0% | -$69.97万 | 清仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -15,772 | -100.0% | -$68.75万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -3,262 | -100.0% | -$67.31万 | 清仓 |
| TTE | TOTALENERGIES SE | $0 | 0.00% | 0 | -7,354 | -100.0% | -$66.91万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -13,758 | -100.0% | -$66.40万 | 清仓 |
| KSPI | KASPI KZ JSC | $0 | 0.00% | 0 | -8,954 | -100.0% | -$66.32万 | 清仓 |
| EC | ECOPETROL S A | $0 | 0.00% | 0 | -42,960 | -100.0% | -$64.40万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -5,084 | -100.0% | -$63.78万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -3,424 | -100.0% | -$62.38万 | 清仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $0 | 0.00% | 0 | -110,204 | -100.0% | -$61.38万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -12,326 | -100.0% | -$58.44万 | 清仓 |
| — | CENTRAL & EASTERN EUROPE FD | $0 | 0.00% | 0 | -31,768 | -100.0% | -$58.14万 | 清仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -14,650 | -100.0% | -$56.36万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -7,458 | -100.0% | -$56.09万 | 清仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $0 | 0.00% | 0 | -11,992 | -100.0% | -$56.01万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -4,002 | -100.0% | -$54.22万 | 清仓 |
| ERO | ERO COPPER CORP | $0 | 0.00% | 0 | -19,960 | -100.0% | -$53.23万 | 清仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $0 | 0.00% | 0 | -19,850 | -100.0% | -$53.18万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -5,454 | -100.0% | -$52.61万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -2,588 | -100.0% | -$51.05万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -3,852 | -100.0% | -$49.43万 | 清仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $0 | 0.00% | 0 | -9,182 | -100.0% | -$48.39万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -8,380 | -100.0% | -$46.76万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | -1,672 | -100.0% | -$46.01万 | 清仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -17,130 | -100.0% | -$45.50万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -4,668 | -100.0% | -$43.09万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -8,548 | -100.0% | -$41.86万 | 清仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -3,572 | -100.0% | -$41.86万 | 清仓 |
| GSLC | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -3,294 | -100.0% | -$41.22万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -1,778 | -100.0% | -$40.87万 | 清仓 |
| ICOW | PACER FDS TR | $0 | 0.00% | 0 | -9,514 | -100.0% | -$40.38万 | 清仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $0 | 0.00% | 0 | -66,556 | -100.0% | -$40.27万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -4,356 | -100.0% | -$39.02万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$39.02万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $0 | 0.00% | 0 | -40,700 | -100.0% | -$38.58万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -2,644 | -100.0% | -$38.39万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -1,072 | -100.0% | -$38.15万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -6,656 | -100.0% | -$37.65万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -2,606 | -100.0% | -$37.13万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,872 | -100.0% | -$37.12万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -7,862 | -100.0% | -$36.48万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -9,482 | -100.0% | -$36.43万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -9,650 | -100.0% | -$35.82万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -21,636 | -100.0% | -$35.55万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -22,490 | -100.0% | -$35.36万 | 清仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,194 | -100.0% | -$35.28万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -4,568 | -100.0% | -$35.21万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -2,006 | -100.0% | -$35.03万 | 清仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -3,786 | -100.0% | -$34.96万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -1,144 | -100.0% | -$34.81万 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -1,066 | -100.0% | -$34.71万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -1,058 | -100.0% | -$34.60万 | 清仓 |
| DAL | DELTA AIR LINES INC | $0 | 0.00% | 0 | -5,184 | -100.0% | -$34.47万 | 清仓 |
| — | AMPLIFY ETF TR | $0 | 0.00% | 0 | -5,508 | -100.0% | -$34.44万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $0 | 0.00% | 0 | -4,250 | -100.0% | -$34.40万 | 清仓 |
| GIGB | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -7,492 | -100.0% | -$34.31万 | 清仓 |
| NJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,800 | -100.0% | -$34.28万 | 清仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -4,156 | -100.0% | -$34.26万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -2,612 | -100.0% | -$34.22万 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -6,726 | -100.0% | -$33.60万 | 清仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -3,614 | -100.0% | -$33.52万 | 清仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -7,382 | -100.0% | -$32.69万 | 清仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -9,384 | -100.0% | -$32.62万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -1,292 | -100.0% | -$32.38万 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -2,082 | -100.0% | -$32.37万 | 清仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -11,878 | -100.0% | -$32.25万 | 清仓 |
| XPEV | XPENG INC | $0 | 0.00% | 0 | -18,700 | -100.0% | -$32.00万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -20,034 | -100.0% | -$31.71万 | 清仓 |