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 |
|---|---|---|---|---|---|---|---|---|
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -1,216 | -100.0% | -$31.65万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -4,204 | -100.0% | -$31.32万 | 清仓 |
| — | STRATEGY SHS | $0 | 0.00% | 0 | -14,272 | -100.0% | -$31.17万 | 清仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $0 | 0.00% | 0 | -5,450 | -100.0% | -$30.95万 | 清仓 |
| EVUS | ISHARES TR | $0 | 0.00% | 0 | -9,696 | -100.0% | -$30.86万 | 清仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -3,540 | -100.0% | -$30.77万 | 清仓 |
| PAVE | GLOBAL X FDS | $0 | 0.00% | 0 | -6,028 | -100.0% | -$30.63万 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -1,574 | -100.0% | -$30.62万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -1,568 | -100.0% | -$30.62万 | 清仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$30.40万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -1,412 | -100.0% | -$30.17万 | 清仓 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -8,428 | -100.0% | -$29.94万 | 清仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -7,676 | -100.0% | -$29.85万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -13,572 | -100.0% | -$29.78万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -3,494 | -100.0% | -$29.24万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -5,964 | -100.0% | -$29.24万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -3,152 | -100.0% | -$29.04万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -610 | -100.0% | -$28.85万 | 清仓 |
| — | EXCHANGE PLACE ADVISORS TRUS | $0 | 0.00% | 0 | -11,220 | -100.0% | -$28.44万 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -3,672 | -100.0% | -$28.42万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -1,366 | -100.0% | -$28.40万 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,620 | -100.0% | -$28.39万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$28.38万 | 清仓 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -4,024 | -100.0% | -$28.32万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -712 | -100.0% | -$28.23万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -892 | -100.0% | -$28.05万 | 清仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $0 | 0.00% | 0 | -8,512 | -100.0% | -$27.87万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -1,986 | -100.0% | -$27.77万 | 清仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -8,156 | -100.0% | -$27.77万 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -2,716 | -100.0% | -$27.74万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -1,638 | -100.0% | -$27.71万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,828 | -100.0% | -$27.70万 | 清仓 |
| — | SEI EXCHANGE TRADED FUNDS | $0 | 0.00% | 0 | -10,010 | -100.0% | -$27.65万 | 清仓 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -16,800 | -100.0% | -$27.47万 | 清仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,894 | -100.0% | -$27.47万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -3,014 | -100.0% | -$27.16万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -10,416 | -100.0% | -$27.03万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,152 | -100.0% | -$26.96万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -3,476 | -100.0% | -$26.93万 | 清仓 |
| FSTA | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -5,144 | -100.0% | -$26.92万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -3,770 | -100.0% | -$26.84万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -1,280 | -100.0% | -$26.65万 | 清仓 |
| VOE | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,440 | -100.0% | -$26.54万 | 清仓 |
| USB | US BANCORP | $0 | 0.00% | 0 | -5,040 | -100.0% | -$26.22万 | 清仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $0 | 0.00% | 0 | -4,200 | -100.0% | -$26.05万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -3,570 | -100.0% | -$25.98万 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -1,650 | -100.0% | -$25.95万 | 清仓 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -2,704 | -100.0% | -$25.86万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -3,954 | -100.0% | -$25.82万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,224 | -100.0% | -$25.71万 | 清仓 |
| NVT | NVENT ELEC PLC | $0 | 0.00% | 0 | -2,158 | -100.0% | -$25.53万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,740 | -100.0% | -$25.48万 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -5,014 | -100.0% | -$25.47万 | 清仓 |
| FNDF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -5,160 | -100.0% | -$25.25万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -9,574 | -100.0% | -$25.16万 | 清仓 |
| QDPL | PACER FDS TR | $0 | 0.00% | 0 | -6,250 | -100.0% | -$25.09万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -872 | -100.0% | -$25.04万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,712 | -100.0% | -$24.85万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -4,130 | -100.0% | -$24.76万 | 清仓 |
| IDVO | AMPLIFY ETF TR | $0 | 0.00% | 0 | -6,114 | -100.0% | -$24.74万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -4,264 | -100.0% | -$24.58万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,244 | -100.0% | -$24.06万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -5,290 | -100.0% | -$23.97万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,762 | -100.0% | -$23.95万 | 清仓 |
| JMBS | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -5,286 | -100.0% | -$23.88万 | 清仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $0 | 0.00% | 0 | -8,034 | -100.0% | -$23.69万 | 清仓 |
| ACIW | ACI WORLDWIDE INC | $0 | 0.00% | 0 | -5,750 | -100.0% | -$23.58万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -5,560 | -100.0% | -$23.52万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,800 | -100.0% | -$23.52万 | 清仓 |
| BOND | PIMCO ETF TR | $0 | 0.00% | 0 | -2,542 | -100.0% | -$23.46万 | 清仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,618 | -100.0% | -$23.37万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,588 | -100.0% | -$23.27万 | 清仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $0 | 0.00% | 0 | -8,982 | -100.0% | -$23.25万 | 清仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -8,814 | -100.0% | -$23.16万 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -1,958 | -100.0% | -$23.03万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,224 | -100.0% | -$22.85万 | 清仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $0 | 0.00% | 0 | -13,556 | -100.0% | -$22.78万 | 清仓 |
| NXH | BED BATH & BEYOND INC | $0 | 0.00% | 0 | -49,012 | -100.0% | -$22.74万 | 清仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -2,944 | -100.0% | -$22.29万 | 清仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,230 | -100.0% | -$22.24万 | 清仓 |
| TRST | TRUSTCO BK CORP N Y | $0 | 0.00% | 0 | -5,054 | -100.0% | -$22.13万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,166 | -100.0% | -$22.11万 | 清仓 |
| WPC | WP CAREY INC | $0 | 0.00% | 0 | -3,244 | -100.0% | -$22.05万 | 清仓 |
| TCAL | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -9,858 | -100.0% | -$22.03万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -1,906 | -100.0% | -$22.00万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -2,058 | -100.0% | -$21.99万 | 清仓 |
| GVA | GRANITE CONSTR INC | $0 | 0.00% | 0 | -1,826 | -100.0% | -$21.89万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,610 | -100.0% | -$21.81万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$21.69万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,198 | -100.0% | -$21.56万 | 清仓 |
| MSIF | MSC INCOME FUND INC | $0 | 0.00% | 0 | -17,684 | -100.0% | -$21.54万 | 清仓 |
| DIVB | ISHARES TR | $0 | 0.00% | 0 | -3,968 | -100.0% | -$21.41万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,804 | -100.0% | -$21.40万 | 清仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -4,306 | -100.0% | -$21.31万 | 清仓 |
| HACK | AMPLIFY ETF TR | $0 | 0.00% | 0 | -2,836 | -100.0% | -$21.30万 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -2,270 | -100.0% | -$21.18万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -7,840 | -100.0% | -$21.14万 | 清仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,918 | -100.0% | -$20.97万 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $0 | 0.00% | 0 | -57,684 | -100.0% | -$20.88万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -1,540 | -100.0% | -$20.73万 | 清仓 |