Patriot Financial Group Insurance Agency, LLC
Westborough MA · SEC CIK 0001694883
$17.74亿2026Q1 申报市值
701持仓数
17.7%前十大占比 · 第一大 2.5%
207 / 28新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AAPL 加仓+$2,429.82万
NVDA 加仓+$2,207.48万
IVV 加仓+$2,010.61万
MSFT 加仓+$2,006.32万
GOOG 加仓+$1,870.13万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$200.59万
VEEV 清仓-$101.10万
AKRE 清仓-$71.36万
VRT 重新持有-$57.74万
ANET 减仓-$57.41万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DAL | DELTA AIR LINES INC | $34.47万 | 0.02% | 5,184 | 5,184 | — | $34.47万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $34.60万 | 0.02% | 1,058 | 1,058 | — | $34.60万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $34.71万 | 0.02% | 1,066 | 1,066 | — | $34.71万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $34.81万 | 0.02% | 1,144 | 1,144 | — | $34.81万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $34.81万 | 0.02% | 1,782 | 1,782 | — | $34.81万 | 新建仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $34.96万 | 0.02% | 3,786 | 3,786 | — | $34.96万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $35.03万 | 0.02% | 2,006 | 824 | 69.7% | $14.39万 | 加仓 |
| ASML | ASML HLDG NV | $35.19万 | 0.02% | 266 | -159 | -37.4% | -$21.03万 | 重新持有 |
| OTIS | OTIS WORLDWIDE CORP | $35.21万 | 0.02% | 4,568 | 2,257 | 97.7% | $17.40万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $35.24万 | 0.02% | 1,092 | 1,092 | — | $35.24万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $35.28万 | 0.02% | 5,194 | 5,194 | — | $35.28万 | 新建仓 |
| HDV | ISHARES TR | $35.32万 | 0.02% | 2,602 | 2,602 | — | $35.32万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $35.36万 | 0.02% | 22,490 | 10,214 | 83.2% | $16.06万 | 加仓 |
| ITB | ISHARES TR | $35.46万 | 0.02% | 3,916 | 1,958 | 100.0% | $17.73万 | 重新持有 |
| DOC | HEALTHPEAK PROPERTIES INC | $35.55万 | 0.02% | 21,636 | 21,636 | — | $35.55万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.82万 | 0.02% | 9,650 | 9,650 | — | $35.82万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $36.43万 | 0.02% | 9,482 | 5,006 | 111.8% | $19.23万 | 加仓 |
| FAST | FASTENAL CO | $36.48万 | 0.02% | 7,862 | 7,862 | — | $36.48万 | 新建仓 |
| — | BLACKROCK ETF TRUST II | $37.06万 | 0.02% | 10,866 | 10,866 | — | $37.06万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $37.12万 | 0.02% | 1,872 | 1,049 | 127.5% | $20.80万 | 加仓 |
| TLTD | FLEXSHARES TR | $37.12万 | 0.02% | 3,950 | 3,950 | — | $37.12万 | 新建仓 |
| PTC | PTC INC | $37.13万 | 0.02% | 2,606 | 1,313 | 101.5% | $18.71万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $37.54万 | 0.02% | 4,404 | 4,404 | — | $37.54万 | 新建仓 |
| RBLX | ROBLOX CORP | $37.65万 | 0.02% | 6,656 | 4,087 | 159.1% | $23.12万 | 加仓 |
| HRL | HORMEL FOODS CORP | $38.07万 | 0.02% | 16,810 | 8,522 | 102.8% | $19.30万 | 重新持有 |
| FDX | FEDEX CORP | $38.15万 | 0.02% | 1,072 | 1,072 | — | $38.15万 | 新建仓 |
| MMM | 3M CO | $38.39万 | 0.02% | 2,644 | 1,366 | 106.9% | $19.83万 | 加仓 |
| — | NEOS ETF TRUST | $38.49万 | 0.02% | 7,510 | 3,782 | 101.4% | $19.38万 | 加仓 |
| SDY | SPDR SERIES TRUST | $38.53万 | 0.02% | 2,640 | 2,640 | — | $38.53万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $38.58万 | 0.02% | 40,700 | 40,700 | — | $38.58万 | 新建仓 |
| XHB | SPDR SERIES TRUST | $38.70万 | 0.02% | 3,920 | 1,960 | 100.0% | $19.35万 | 加仓 |
| PWR | QUANTA SVCS INC | $38.87万 | 0.02% | 708 | -83 | -10.5% | -$4.56万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $39.02万 | 0.02% | 600 | 200 | 50.0% | $13.01万 | 加仓 |
| KKR | KKR & CO INC | $39.02万 | 0.02% | 4,218 | 2,205 | 109.5% | $20.40万 | 加仓 |
| SBUX | STARBUCKS CORP | $39.02万 | 0.02% | 4,356 | -5,034 | -53.6% | -$45.10万 | 减仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $39.16万 | 0.02% | 38,052 | 19,155 | 101.4% | $19.71万 | 加仓 |
| D | DOMINION ENERGY INC | $39.24万 | 0.02% | 6,348 | -3,080 | -32.7% | -$19.04万 | 减仓 |
| — | PACER FDS TR | $39.42万 | 0.02% | 10,800 | 10,800 | — | $39.42万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $39.48万 | 0.02% | 7,998 | 4,038 | 102.0% | $19.93万 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $40.27万 | 0.02% | 66,556 | 48,928 | 277.6% | $29.60万 | 加仓 |
| ICOW | PACER FDS TR | $40.38万 | 0.02% | 9,514 | 9,514 | — | $40.38万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $40.85万 | 0.02% | 8,532 | 4,233 | 98.5% | $20.27万 | 加仓 |
| WM | WASTE MGMT INC DEL | $40.87万 | 0.02% | 1,778 | 1,778 | — | $40.87万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $41.03万 | 0.02% | 15,072 | 7,536 | 100.0% | $20.51万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $41.03万 | 0.02% | 20,556 | 10,278 | 100.0% | $20.51万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $41.22万 | 0.02% | 3,294 | 1,644 | 99.6% | $20.57万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $41.58万 | 0.02% | 4,150 | 2,052 | 97.8% | $20.56万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $41.58万 | 0.02% | 7,202 | 3,587 | 99.2% | $20.71万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $41.86万 | 0.02% | 3,572 | 1,786 | 100.0% | $20.93万 | 加仓 |
| RBRK | RUBRIK INC. | $41.86万 | 0.02% | 8,548 | 8,548 | — | $41.86万 | 新建仓 |
| BNDC | FLEXSHARES TR | $42.19万 | 0.02% | 18,970 | 18,970 | — | $42.19万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $42.27万 | 0.02% | 13,460 | 13,460 | — | $42.27万 | 新建仓 |
| SHY | ISHARES TR | $42.44万 | 0.02% | 5,140 | 1,916 | 59.4% | $15.82万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $43.09万 | 0.02% | 4,668 | 2,381 | 104.1% | $21.98万 | 加仓 |
| EMGF | ISHARES INC | $43.11万 | 0.02% | 7,134 | 2,576 | 56.5% | $15.57万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $43.66万 | 0.02% | 10,864 | 5,795 | 114.3% | $23.29万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $43.74万 | 0.02% | 15,846 | 7,923 | 100.0% | $21.87万 | 加仓 |
| SMH | VANECK ETF TRUST | $44.70万 | 0.03% | 1,166 | 1,166 | — | $44.70万 | 新建仓 |
| EBAY | EBAY INC. | $45.18万 | 0.03% | 4,964 | 1,405 | 39.5% | $12.79万 | 加仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $45.20万 | 0.03% | 38,802 | 38,802 | — | $45.20万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $45.25万 | 0.03% | 13,138 | 6,501 | 98.0% | $22.39万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $45.32万 | 0.03% | 7,610 | 3,559 | 87.9% | $21.19万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $45.50万 | 0.03% | 17,130 | 9,531 | 125.4% | $25.31万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $45.59万 | 0.03% | 5,746 | 2,878 | 100.3% | $22.83万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $45.64万 | 0.03% | 13,950 | 13,950 | — | $45.64万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $46.01万 | 0.03% | 1,672 | 1,672 | — | $46.01万 | 新建仓 |
| OKE | ONEOK INC NEW | $46.23万 | 0.03% | 5,114 | 5,114 | — | $46.23万 | 新建仓 |
| ESGE | ISHARES INC | $46.39万 | 0.03% | 10,202 | 4,975 | 95.2% | $22.62万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $46.48万 | 0.03% | 12,284 | 4,764 | 63.4% | $18.03万 | 加仓 |
| FISV | FISERV INC | $46.76万 | 0.03% | 8,380 | 4,138 | 97.5% | $23.09万 | 重新持有 |
| ARCC | ARES CAPITAL CORP | $46.91万 | 0.03% | 26,034 | 13,557 | 108.7% | $24.43万 | 加仓 |
| EMB | ISHARES TR | $46.99万 | 0.03% | 5,004 | -957 | -16.1% | -$8.99万 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $47.05万 | 0.03% | 33,300 | 16,650 | 100.0% | $23.53万 | 加仓 |
| CALF | PACER FDS TR | $47.11万 | 0.03% | 10,500 | 5,150 | 96.3% | $23.11万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $47.57万 | 0.03% | 16,200 | 7,800 | 92.9% | $22.90万 | 加仓 |
| PLD | PROLOGIS INC. | $47.95万 | 0.03% | 3,628 | 3,628 | — | $47.95万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $48.10万 | 0.03% | 14,452 | 7,226 | 100.0% | $24.05万 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $48.39万 | 0.03% | 9,182 | 5,482 | 148.2% | $28.89万 | 重新持有 |
| — | SEI EXCHANGE TRADED FUNDS | $48.44万 | 0.03% | 19,150 | 8,241 | 75.5% | $20.85万 | 加仓 |
| MET | METLIFE INC | $48.58万 | 0.03% | 6,870 | 3,486 | 103.0% | $24.65万 | 加仓 |
| GLW | CORNING INC | $49.01万 | 0.03% | 3,604 | 3,604 | — | $49.01万 | 新建仓 |
| HROW | HARROW INC | $49.01万 | 0.03% | 13,900 | 6,200 | 80.5% | $21.86万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $49.10万 | 0.03% | 14,210 | 7,105 | 100.0% | $24.55万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $49.34万 | 0.03% | 2,514 | 1,201 | 91.5% | $23.57万 | 加仓 |
| MTN | VAIL RESORTS INC | $49.43万 | 0.03% | 3,852 | 2,172 | 129.3% | $27.87万 | 加仓 |
| DTE | DTE ENERGY CO | $49.54万 | 0.03% | 3,388 | 1,710 | 101.9% | $25.01万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $49.59万 | 0.03% | 1,190 | 622 | 109.5% | $25.92万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $49.64万 | 0.03% | 8,184 | 4,077 | 99.3% | $24.73万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $50.25万 | 0.03% | 14,144 | 7,072 | 100.0% | $25.13万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $50.27万 | 0.03% | 34,834 | 34,834 | — | $50.27万 | 新建仓 |
| CLS | CELESTICA INC | $50.42万 | 0.03% | 1,790 | 1,790 | — | $50.42万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $50.65万 | 0.03% | 11,744 | 5,555 | 89.8% | $23.96万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $50.74万 | 0.03% | 3,354 | 3,354 | — | $50.74万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $51.05万 | 0.03% | 2,588 | 2,588 | — | $51.05万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $51.84万 | 0.03% | 7,296 | 3,464 | 90.4% | $24.61万 | 加仓 |
| TOL | TOLL BROTHERS INC | $51.89万 | 0.03% | 3,802 | 1,801 | 90.0% | $24.58万 | 加仓 |
| IGSB | ISHARES TR | $51.91万 | 0.03% | 9,876 | 4,796 | 94.4% | $25.21万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $52.00万 | 0.03% | 68,970 | 34,485 | 100.0% | $26.00万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $52.09万 | 0.03% | 5,020 | 2,580 | 105.7% | $26.77万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $52.30万 | 0.03% | 1,064 | 594 | 126.4% | $29.20万 | 加仓 |