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 |
|---|---|---|---|---|---|---|---|---|
| WEN | WENDYS CO | $0 | 0.00% | 0 | -29,766 | -100.0% | -$20.69万 | 清仓 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -2,936 | -100.0% | -$20.64万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -7,706 | -100.0% | -$20.47万 | 清仓 |
| XVV | ISHARES TR | $0 | 0.00% | 0 | -4,140 | -100.0% | -$20.38万 | 清仓 |
| — | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -7,700 | -100.0% | -$20.35万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -2,334 | -100.0% | -$20.33万 | 清仓 |
| TILT | FLEXSHARES TR | $0 | 0.00% | 0 | -836 | -100.0% | -$20.19万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,448 | -100.0% | -$20.18万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,436 | -100.0% | -$20.16万 | 清仓 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | -2,410 | -100.0% | -$20.14万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -2,170 | -100.0% | -$20.13万 | 清仓 |
| ASPI | ASP ISOTOPES INC | $0 | 0.00% | 0 | -44,980 | -100.0% | -$19.88万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | -11,800 | -100.0% | -$18.79万 | 清仓 |
| RYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -12,358 | -100.0% | -$18.47万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -650 | -100.0% | -$18.06万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,040 | -100.0% | -$17.96万 | 清仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $0 | 0.00% | 0 | -13,548 | -100.0% | -$16.09万 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $0 | 0.00% | 0 | -26,800 | -100.0% | -$13.91万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -13,120 | -100.0% | -$13.36万 | 清仓 |
| — | BNY MELLON MUN BD INFRASTRUC | $0 | 0.00% | 0 | -11,816 | -100.0% | -$12.45万 | 清仓 |
| BLND | BLEND LABS INC | $0 | 0.00% | 0 | -68,950 | -100.0% | -$11.72万 | 清仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $0 | 0.00% | 0 | -10,000 | -100.0% | -$11.50万 | 清仓 |
| GSBD | GOLDMAN SACHS BDC INC | $0 | 0.00% | 0 | -12,848 | -100.0% | -$11.41万 | 清仓 |
| AVK | ADVENT CONV & INCOME FD | $0 | 0.00% | 0 | -10,198 | -100.0% | -$11.38万 | 清仓 |
| DOCU | DOCUSIGN INC 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$9.48万 | 清仓 |
| PFE | PFIZER INC 看涨期权 | $0 | 0.00% | 0 | -2,400 | -100.0% | -$6.74万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$5.56万 | 清仓 |
| — | MFS HIGH INCOME MUN TR | $0 | 0.00% | 0 | -14,390 | -100.0% | -$5.34万 | 清仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $0 | 0.00% | 0 | -12,452 | -100.0% | -$5.24万 | 清仓 |
| NVO | NOVO-NORDISK A S 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$4.41万 | 清仓 |
| NUVB | NUVATION BIO INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$4.29万 | 清仓 |
| — | PLAYBOY INC | $0 | 0.00% | 0 | -25,366 | -100.0% | -$3.86万 | 清仓 |
| BMBL | BUMBLE INC | $0 | 0.00% | 0 | -11,632 | -100.0% | -$3.79万 | 清仓 |
| — | REE AUTOMOTIVE LTD | $0 | 0.00% | 0 | -52,900 | -100.0% | -$3.17万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$1.91万 | 清仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | 0.00% | 0 | -10,200 | -100.0% | -$1.80万 | 清仓 |
| PATH | UIPATH INC 看涨期权 | $7,609 | 0.00% | 700 | 300 | 75.0% | $3,261 | 加仓 |
| — | PRAIRIE OPER CO | $1.80万 | 0.00% | 25,000 | -25,000 | -50.0% | -$1.80万 | 减仓 |
| — | AEMETIS INC | $2.31万 | 0.00% | 14,085 | -22,581 | -61.6% | -$3.70万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC 看涨期权 | $2.98万 | 0.00% | 100 | 100 | — | $2.98万 | 新建仓 |
| DDD | 3D SYS CORP DEL | $3.02万 | 0.00% | 10,000 | -20,000 | -66.7% | -$6.04万 | 减仓 |
| KOPN | KOPIN CORP | $4.85万 | 0.00% | 10,900 | -10,900 | -50.0% | -$4.85万 | 减仓 |
| — | NERVGEN PHARMA CORP | $5.87万 | 0.01% | 28,500 | -8,500 | -23.0% | -$1.75万 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $9.17万 | 0.01% | 16,830 | -16,830 | -50.0% | -$9.17万 | 减仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $14.67万 | 0.02% | 13,438 | -34,868 | -72.2% | -$38.08万 | 减仓 |
| BBDC | BARINGS BDC INC | $16.80万 | 0.02% | 19,714 | -19,000 | -49.1% | -$16.19万 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $17.87万 | 0.02% | 13,958 | -13,906 | -49.9% | -$17.80万 | 减仓 |
| QXO | QXO INC | $18.58万 | 0.02% | 10,755 | 10,755 | — | $18.58万 | 新建仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $19.94万 | 0.02% | 19,159 | -18,893 | -49.7% | -$19.67万 | 减仓 |
| CRK | COMSTOCK RES INC | $19.96万 | 0.02% | 13,378 | -23,384 | -63.6% | -$34.89万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $20.04万 | 0.02% | 2,225 | -2,179 | -49.5% | -$19.62万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $20.08万 | 0.02% | 5,433 | -5,433 | -50.0% | -$20.08万 | 减仓 |
| SDY | SPDR SERIES TRUST | $20.09万 | 0.02% | 1,320 | -1,320 | -50.0% | -$20.09万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $20.16万 | 0.02% | 612 | -536 | -46.7% | -$17.66万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $20.20万 | 0.02% | 4,179 | -11,917 | -74.0% | -$57.61万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $20.36万 | 0.02% | 546 | -546 | -50.0% | -$20.36万 | 减仓 |
| ITB | ISHARES TR | $20.36万 | 0.02% | 1,949 | -1,967 | -50.2% | -$20.55万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $20.37万 | 0.02% | 4,266 | -4,266 | -50.0% | -$20.37万 | 减仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $20.55万 | 0.02% | 10,278 | -10,278 | -50.0% | -$20.55万 | 减仓 |
| DE | DEERE & CO | $20.62万 | 0.02% | 325 | -155 | -32.3% | -$9.83万 | 减仓 |
| HRL | HORMEL FOODS CORP | $20.69万 | 0.02% | 8,336 | -8,474 | -50.4% | -$21.03万 | 减仓 |
| FXE | INVESCO CURRENCYSHARES EURO 看跌期权 | $21.09万 | 0.02% | 2,000 | 2,000 | — | $21.09万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $21.12万 | 0.02% | 709 | 709 | — | $21.12万 | 新建仓 |
| HDV | ISHARES TR | $21.27万 | 0.02% | 7,760 | -5,250 | -40.4% | -$14.39万 | 减仓 |
| — | PACER FDS TR | $21.51万 | 0.02% | 5,400 | -5,400 | -50.0% | -$21.51万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $21.63万 | 0.02% | 7,536 | -7,536 | -50.0% | -$21.63万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $21.87万 | 0.02% | 4,786 | -6,958 | -59.2% | -$31.80万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $22.02万 | 0.02% | 4,108 | -3,890 | -48.6% | -$20.85万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $22.59万 | 0.02% | 637 | -2,717 | -81.0% | -$96.34万 | 减仓 |
| XHB | SPDR SERIES TRUST | $22.66万 | 0.02% | 1,961 | -1,959 | -50.0% | -$22.64万 | 减仓 |
| CMI | CUMMINS INC | $22.73万 | 0.02% | 319 | -305 | -48.9% | -$21.73万 | 减仓 |
| TDTT | FLEXSHARES TR | $22.87万 | 0.02% | 9,565 | -1,721 | -15.2% | -$4.12万 | 减仓 |
| KKR | KKR & CO INC | $22.92万 | 0.02% | 2,497 | -1,721 | -40.8% | -$15.79万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $22.93万 | 0.02% | 6,730 | -6,730 | -50.0% | -$22.93万 | 减仓 |
| HROW | HARROW INC | $22.93万 | 0.02% | 5,400 | -8,500 | -61.2% | -$36.10万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $22.97万 | 0.02% | 13,757 | -18,795 | -57.7% | -$31.39万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $23.00万 | 0.02% | 2,246 | -8,162 | -78.4% | -$83.59万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $23.13万 | 0.02% | 4,014 | -4,170 | -51.0% | -$24.03万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $23.14万 | 0.02% | 3,567 | -3,635 | -50.5% | -$23.58万 | 减仓 |
| MAYW | AIM ETF PRODUCTS TRUST | $23.22万 | 0.02% | 6,678 | 6,678 | — | $23.22万 | 新建仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $23.35万 | 0.02% | 10,571 | -6,387 | -37.7% | -$14.11万 | 减仓 |
| OKE | ONEOK INC NEW | $23.44万 | 0.02% | 2,696 | -2,418 | -47.3% | -$21.02万 | 减仓 |
| IWM | ISHARES TR | $23.53万 | 0.02% | 783 | -455 | -36.8% | -$13.67万 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $23.59万 | 0.02% | 8,887 | -10,263 | -53.6% | -$27.24万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $23.76万 | 0.02% | 4,932 | -8,604 | -63.6% | -$41.45万 | 减仓 |
| COWG | PACER FDS TR | $23.90万 | 0.02% | 5,953 | -89,840 | -93.8% | -$360.68万 | 重新持有 |
| PGY | PAGAYA TECHNOLOGIES LTD | $23.94万 | 0.02% | 13,118 | -25,684 | -66.2% | -$46.87万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $23.94万 | 0.02% | 10,214 | 10,214 | — | $23.94万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $24.09万 | 0.02% | 1,410 | 1,410 | — | $24.09万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $24.10万 | 0.02% | 7,923 | -7,923 | -50.0% | -$24.10万 | 减仓 |
| ESGE | ISHARES INC | $24.15万 | 0.02% | 4,415 | -5,787 | -56.7% | -$31.65万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $24.23万 | 0.02% | 4,109 | -3,501 | -46.0% | -$20.65万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $24.49万 | 0.03% | 8,100 | -8,100 | -50.0% | -$24.49万 | 减仓 |
| TOL | TOLL BROTHERS INC | $24.70万 | 0.03% | 1,499 | -2,303 | -60.6% | -$37.94万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $24.88万 | 0.03% | 6,767 | -5,517 | -44.9% | -$20.28万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $24.97万 | 0.03% | 2,056 | -2,094 | -50.5% | -$25.43万 | 减仓 |
| CCJ | CAMECO CORP | $25.08万 | 0.03% | 2,462 | -2,642 | -51.8% | -$26.92万 | 减仓 |
| SGOV | ISHARES TR | $25.23万 | 0.03% | 2,506 | 2,506 | — | $25.23万 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $25.32万 | 0.03% | 899 | 899 | — | $25.32万 | 新建仓 |
| SHY | ISHARES TR | $25.44万 | 0.03% | 3,098 | -2,042 | -39.7% | -$16.77万 | 减仓 |