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 |
|---|---|---|---|---|---|---|---|---|
| KMB | KIMBERLY-CLARK CORP | $52.61万 | 0.03% | 5,454 | 5,454 | — | $52.61万 | 新建仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $52.68万 | 0.03% | 22,954 | 11,536 | 101.0% | $26.47万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $52.84万 | 0.03% | 9,686 | -36,772 | -79.2% | -$200.59万 | 减仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $53.18万 | 0.03% | 19,850 | 19,850 | — | $53.18万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $53.18万 | 0.03% | 21,488 | 21,488 | — | $53.18万 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $53.23万 | 0.03% | 48,306 | 24,449 | 102.5% | $26.94万 | 加仓 |
| ERO | ERO COPPER CORP | $53.23万 | 0.03% | 19,960 | 19,960 | — | $53.23万 | 新建仓 |
| USXF | ISHARES TR | $53.33万 | 0.03% | 9,662 | 4,790 | 98.3% | $26.44万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $53.88万 | 0.03% | 4,944 | 2,498 | 102.1% | $27.22万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $54.05万 | 0.03% | 12,772 | 6,386 | 100.0% | $27.03万 | 加仓 |
| GNMA | ISHARES TR | $54.20万 | 0.03% | 12,226 | 6,113 | 100.0% | $27.10万 | 加仓 |
| BE | BLOOM ENERGY CORP | $54.22万 | 0.03% | 4,002 | 4,002 | — | $54.22万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $54.49万 | 0.03% | 2,806 | 1,406 | 100.4% | $27.30万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $54.89万 | 0.03% | 19,132 | 9,383 | 96.2% | $26.92万 | 加仓 |
| CCJ | CAMECO CORP | $55.44万 | 0.03% | 5,104 | 2,552 | 100.0% | $27.72万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $55.70万 | 0.03% | 32,552 | 15,491 | 90.8% | $26.50万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $55.77万 | 0.03% | 1,286 | 683 | 113.3% | $29.62万 | 加仓 |
| ET | ENERGY TRANSFER L P | $55.98万 | 0.03% | 29,006 | 14,553 | 100.7% | $28.09万 | 加仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $56.01万 | 0.03% | 11,992 | 11,992 | — | $56.01万 | 新建仓 |
| APRW | AIM ETF PRODUCTS TRUST | $56.03万 | 0.03% | 15,838 | 7,919 | 100.0% | $28.01万 | 加仓 |
| W | WAYFAIR INC | $56.09万 | 0.03% | 7,458 | 5,022 | 206.2% | $37.77万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $56.36万 | 0.03% | 14,650 | 7,325 | 100.0% | $28.18万 | 加仓 |
| INTC | INTEL CORP | $56.42万 | 0.03% | 12,786 | 6,636 | 107.9% | $29.28万 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $56.90万 | 0.03% | 46,256 | 23,340 | 101.9% | $28.71万 | 加仓 |
| CIEN | CIENA CORP | $57.07万 | 0.03% | 1,470 | 1,470 | — | $57.07万 | 新建仓 |
| DFCF | DIMENSIONAL ETF TRUST | $57.10万 | 0.03% | 13,524 | 6,762 | 100.0% | $28.55万 | 加仓 |
| HYG | ISHARES TR | $57.86万 | 0.03% | 7,272 | 1,543 | 26.9% | $12.28万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $57.88万 | 0.03% | 13,620 | 6,810 | 100.0% | $28.94万 | 加仓 |
| — | CENTRAL & EASTERN EUROPE FD | $58.14万 | 0.03% | 31,768 | 12,793 | 67.4% | $23.41万 | 加仓 |
| DOCU | DOCUSIGN INC | $58.44万 | 0.03% | 12,326 | 8,564 | 227.6% | $40.60万 | 重新持有 |
| IEV | ISHARES TR | $58.63万 | 0.03% | 8,630 | 4,315 | 100.0% | $29.32万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $59.37万 | 0.03% | 24,462 | 10,740 | 78.3% | $26.07万 | 加仓 |
| SO | SOUTHERN CO | $59.41万 | 0.03% | 6,156 | 6,156 | — | $59.41万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $60.25万 | 0.03% | 13,800 | 6,900 | 100.0% | $30.13万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $60.41万 | 0.03% | 4,920 | -4,676 | -48.7% | -$57.41万 | 减仓 |
| GLO | CLOUGH GLOBAL OPPORTUNITIES | $61.38万 | 0.03% | 110,204 | 90,115 | 448.6% | $50.19万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $61.66万 | 0.03% | 6,268 | 3,157 | 101.5% | $31.06万 | 加仓 |
| QLC | FLEXSHARES TR | $62.27万 | 0.04% | 7,966 | 4,596 | 136.4% | $35.92万 | 加仓 |
| PSX | PHILLIPS 66 | $62.38万 | 0.04% | 3,424 | 1,772 | 107.3% | $32.28万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $63.58万 | 0.04% | 3,486 | 1,671 | 92.1% | $30.48万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $63.66万 | 0.04% | 13,536 | 6,650 | 96.6% | $31.27万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $63.78万 | 0.04% | 5,084 | -558 | -9.9% | -$7.00万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $64.26万 | 0.04% | 22,098 | 13,197 | 148.3% | $38.38万 | 加仓 |
| EC | ECOPETROL S A | $64.40万 | 0.04% | 42,960 | 21,230 | 97.7% | $31.82万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $65.48万 | 0.04% | 2,236 | 803 | 56.0% | $23.51万 | 加仓 |
| KSPI | KASPI KZ JSC | $66.32万 | 0.04% | 8,954 | 5,057 | 129.8% | $37.46万 | 加仓 |
| MP | MP MATERIALS CORP | $66.40万 | 0.04% | 13,758 | 9,051 | 192.3% | $43.68万 | 加仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $66.48万 | 0.04% | 20,394 | 9,713 | 90.9% | $31.66万 | 加仓 |
| TTE | TOTALENERGIES SE | $66.91万 | 0.04% | 7,354 | 3,717 | 102.2% | $33.82万 | 加仓 |
| UNM | UNUM GROUP | $67.05万 | 0.04% | 9,182 | 4,630 | 101.7% | $33.81万 | 加仓 |
| NET | CLOUDFLARE INC | $67.31万 | 0.04% | 3,262 | 3,262 | — | $67.31万 | 新建仓 |
| ASM | AVINO SILVER & GOLD MINES LT | $67.42万 | 0.04% | 106,678 | 82,613 | 343.3% | $52.21万 | 加仓 |
| LOW | LOWES COS INC | $67.78万 | 0.04% | 2,868 | 1,298 | 82.7% | $30.68万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $68.01万 | 0.04% | 6,624 | 3,451 | 108.8% | $35.43万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $68.26万 | 0.04% | 12,124 | 5,877 | 94.1% | $33.09万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $68.75万 | 0.04% | 15,772 | 7,777 | 97.3% | $33.90万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $69.97万 | 0.04% | 13,880 | 13,880 | — | $69.97万 | 新建仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $70.56万 | 0.04% | 15,096 | 7,248 | 92.4% | $33.88万 | 加仓 |
| BIO | BIO RAD LABS INC | $70.58万 | 0.04% | 2,532 | 728 | 40.4% | $20.29万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $70.75万 | 0.04% | 12,036 | 395 | 3.4% | $2.32万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $71.00万 | 0.04% | 14,440 | 14,440 | — | $71.00万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $71.71万 | 0.04% | 3,530 | 1,940 | 122.0% | $39.41万 | 加仓 |
| DECW | AIM ETF PRODUCTS TRUST | $72.13万 | 0.04% | 21,590 | 9,945 | 85.4% | $33.23万 | 加仓 |
| TAXX | BONDBLOXX ETF TRUST | $72.34万 | 0.04% | 14,308 | 14,308 | — | $72.34万 | 新建仓 |
| — | COSAN S A | $72.79万 | 0.04% | 176,680 | 94,605 | 115.3% | $38.98万 | 加仓 |
| — | KRANESHARES TRUST | $73.44万 | 0.04% | 23,540 | 11,770 | 100.0% | $36.72万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $73.67万 | 0.04% | 6,560 | 3,576 | 119.8% | $40.16万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $74.13万 | 0.04% | 13,392 | 6,557 | 95.9% | $36.30万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $74.15万 | 0.04% | 2,194 | 1,023 | 87.4% | $34.57万 | 加仓 |
| MOAT | VANECK ETF TRUST | $74.16万 | 0.04% | 7,670 | 4,152 | 118.0% | $40.15万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $74.19万 | 0.04% | 3,416 | 1,830 | 115.4% | $39.75万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $74.20万 | 0.04% | 6,410 | -2,249 | -26.0% | -$26.04万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $74.44万 | 0.04% | 11,458 | 5,774 | 101.6% | $37.51万 | 加仓 |
| JD | JD.COM INC | $74.98万 | 0.04% | 25,358 | 15,029 | 145.5% | $44.44万 | 加仓 |
| SUSC | ISHARES TR | $75.16万 | 0.04% | 32,484 | 16,331 | 101.1% | $37.79万 | 加仓 |
| NVO | NOVO-NORDISK A S | $75.24万 | 0.04% | 20,474 | 20,474 | — | $75.24万 | 新建仓 |
| IWF | ISHARES TR | $75.40万 | 0.04% | 1,768 | 956 | 117.7% | $40.77万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $75.44万 | 0.04% | 9,364 | 461 | 5.2% | $3.71万 | 加仓 |
| BX | BLACKSTONE INC | $75.57万 | 0.04% | 6,572 | 3,667 | 126.2% | $42.16万 | 加仓 |
| IWR | ISHARES TR | $76.07万 | 0.04% | 7,824 | 3,995 | 104.3% | $38.84万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $76.17万 | 0.04% | 26,266 | 13,133 | 100.0% | $38.09万 | 加仓 |
| — | RENATUS TACTICAL ACQUIS | $76.61万 | 0.04% | 73,034 | 41,492 | 131.5% | $43.53万 | 加仓 |
| TIP | ISHARES TR | $77.21万 | 0.04% | 6,996 | 3,513 | 100.9% | $38.77万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $77.34万 | 0.04% | 16,096 | 8,002 | 98.9% | $38.45万 | 加仓 |
| CRK | COMSTOCK RES INC | $77.49万 | 0.04% | 36,762 | 16,880 | 84.9% | $35.58万 | 加仓 |
| SYK | STRYKER CORPORATION | $77.58万 | 0.04% | 2,360 | 1,217 | 106.5% | $40.01万 | 加仓 |
| ITOT | ISHARES TR | $77.97万 | 0.04% | 5,474 | 3,031 | 124.1% | $43.17万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $78.13万 | 0.04% | 872 | 465 | 114.3% | $41.66万 | 加仓 |
| DEO | DIAGEO PLC | $78.18万 | 0.04% | 10,502 | 4,511 | 75.3% | $33.58万 | 加仓 |
| SUB | ISHARES TR | $78.53万 | 0.04% | 7,374 | 3,687 | 100.0% | $39.27万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $78.85万 | 0.04% | 15,564 | 7,782 | 100.0% | $39.42万 | 加仓 |
| SPYI | NEOS ETF TRUST | $78.97万 | 0.04% | 15,996 | 9,026 | 129.5% | $44.56万 | 加仓 |
| — | VOYAGER THERAPEUTICS INC | $79.41万 | 0.04% | 205,732 | 103,016 | 100.3% | $39.76万 | 加仓 |
| EAGG | ISHARES TR | $79.43万 | 0.04% | 16,704 | 8,695 | 108.6% | $41.34万 | 加仓 |
| DVY | ISHARES TR | $79.85万 | 0.05% | 5,274 | 2,560 | 94.3% | $38.76万 | 加仓 |
| RKT | ROCKET COS INC | $80.06万 | 0.05% | 56,180 | 34,768 | 162.4% | $49.54万 | 加仓 |
| MUB | ISHARES TR | $81.23万 | 0.05% | 7,652 | 3,781 | 97.7% | $40.14万 | 加仓 |
| CSX | CSX CORP | $81.47万 | 0.05% | 19,846 | 10,121 | 104.1% | $41.55万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $81.57万 | 0.05% | 24,444 | 15,136 | 162.6% | $50.51万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $82.02万 | 0.05% | 6,066 | 2,968 | 95.8% | $40.13万 | 加仓 |