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 |
|---|---|---|---|---|---|---|---|---|
| — | NEOS ETF TRUST | $25.46万 | 0.03% | 4,560 | -2,950 | -39.3% | -$16.47万 | 减仓 |
| SUSC | ISHARES TR | $25.52万 | 0.03% | 11,022 | -21,462 | -66.1% | -$49.69万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $25.53万 | 0.03% | 615 | -671 | -52.2% | -$27.86万 | 减仓 |
| DTE | DTE ENERGY CO | $25.66万 | 0.03% | 1,701 | -1,687 | -49.8% | -$25.45万 | 减仓 |
| EMB | ISHARES TR | $25.69万 | 0.03% | 2,664 | -2,340 | -46.8% | -$22.56万 | 减仓 |
| EMGF | ISHARES INC | $25.71万 | 0.03% | 3,509 | -3,625 | -50.8% | -$26.56万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $25.74万 | 0.03% | 7,226 | -7,226 | -50.0% | -$25.74万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $25.76万 | 0.03% | 338 | -286 | -45.8% | -$21.79万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $25.91万 | 0.03% | 8,806 | -4,412 | -33.4% | -$12.98万 | 减仓 |
| PWR | QUANTA SVCS INC | $25.92万 | 0.03% | 360 | -348 | -49.2% | -$25.06万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $26.14万 | 0.03% | 5,537 | -5,327 | -49.0% | -$25.14万 | 减仓 |
| EBAY | EBAY INC. | $26.20万 | 0.03% | 2,345 | -2,619 | -52.8% | -$29.27万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $26.21万 | 0.03% | 895 | -887 | -49.8% | -$25.97万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $26.29万 | 0.03% | 4,293 | -5,393 | -55.7% | -$33.02万 | 减仓 |
| MFC | MANULIFE FINL CORP | $26.33万 | 0.03% | 6,500 | -6,638 | -50.5% | -$26.89万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $26.35万 | 0.03% | 7,072 | -7,072 | -50.0% | -$26.35万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $26.39万 | 0.03% | 5,210 | -102,732 | -95.2% | -$520.44万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $26.52万 | 0.03% | 2,735 | -3,011 | -52.4% | -$29.20万 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $26.52万 | 0.03% | 16,650 | -16,650 | -50.0% | -$26.52万 | 减仓 |
| CALF | PACER FDS TR | $26.57万 | 0.03% | 5,250 | -5,250 | -50.0% | -$26.57万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $27.00万 | 0.03% | 34,258 | -34,712 | -50.3% | -$27.35万 | 减仓 |
| ET | ENERGY TRANSFER L P | $27.21万 | 0.03% | 14,232 | -14,774 | -50.9% | -$28.25万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $27.97万 | 0.03% | 1,288 | -1,226 | -48.8% | -$26.62万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $28.03万 | 0.03% | 11,611 | -12,851 | -52.5% | -$31.02万 | 减仓 |
| USXF | ISHARES TR | $28.07万 | 0.03% | 4,042 | -5,620 | -58.2% | -$39.03万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $28.21万 | 0.03% | 15,223 | -10,811 | -41.5% | -$20.03万 | 减仓 |
| IGSB | ISHARES TR | $28.35万 | 0.03% | 5,409 | -4,467 | -45.2% | -$23.41万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.43万 | 0.03% | 567 | -497 | -46.7% | -$24.92万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $28.54万 | 0.03% | 6,762 | -6,762 | -50.0% | -$28.54万 | 减仓 |
| MET | METLIFE INC | $28.74万 | 0.03% | 3,399 | -3,471 | -50.5% | -$29.34万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $28.83万 | 0.03% | 2,682 | -3,586 | -57.2% | -$38.55万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $28.88万 | 0.03% | 7,105 | -7,105 | -50.0% | -$28.88万 | 减仓 |
| ASML | ASML HLDG NV | $28.89万 | 0.03% | 145 | -121 | -45.5% | -$24.11万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $28.94万 | 0.03% | 2,468 | -2,476 | -50.1% | -$29.04万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $29.20万 | 0.03% | 1,043 | -5,251 | -83.4% | -$147.01万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $29.41万 | 0.03% | 7,919 | -7,919 | -50.0% | -$29.41万 | 减仓 |
| LOW | LOWES COS INC | $29.46万 | 0.03% | 1,334 | -1,534 | -53.5% | -$33.88万 | 减仓 |
| ES | EVERSOURCE ENERGY | $29.71万 | 0.03% | 4,111 | -30,211 | -88.0% | -$218.34万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $29.76万 | 0.03% | 6,386 | -6,386 | -50.0% | -$29.76万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $29.81万 | 0.03% | 607 | -583 | -49.0% | -$28.63万 | 减仓 |
| PULS | PGIM ETF TR | $29.94万 | 0.03% | 6,043 | 6,043 | — | $29.94万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $30.02万 | 0.03% | 6,900 | -6,900 | -50.0% | -$30.02万 | 减仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $30.12万 | 0.03% | 23,241 | -23,015 | -49.8% | -$29.83万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $30.20万 | 0.03% | 12,662 | -10,292 | -44.8% | -$24.55万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $30.29万 | 0.03% | 3,338 | -3,286 | -49.6% | -$29.82万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $30.54万 | 0.03% | 9,566 | -9,566 | -50.0% | -$30.54万 | 减仓 |
| ASM | AVINO SILVER & GOLD MINES LT | $30.93万 | 0.03% | 48,781 | -57,897 | -54.3% | -$36.71万 | 减仓 |
| TLTD | FLEXSHARES TR | $30.96万 | 0.03% | 3,157 | -793 | -20.1% | -$7.78万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $31.24万 | 0.03% | 6,810 | -6,810 | -50.0% | -$31.24万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $31.35万 | 0.03% | 326 | -4,918 | -93.8% | -$472.92万 | 减仓 |
| IEV | ISHARES TR | $31.43万 | 0.03% | 4,315 | -4,315 | -50.0% | -$31.43万 | 减仓 |
| IAGG | ISHARES TR | $32.03万 | 0.03% | 6,331 | -42,411 | -87.0% | -$214.60万 | 减仓 |
| EZU | ISHARES INC | $32.60万 | 0.03% | 4,690 | -478 | -9.2% | -$3.32万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $33.50万 | 0.03% | 1,670 | -1,816 | -52.1% | -$36.43万 | 减仓 |
| — | VOYAGER THERAPEUTICS INC | $33.62万 | 0.03% | 96,050 | -109,682 | -53.3% | -$38.39万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $33.71万 | 0.03% | 1,552 | -1,978 | -56.0% | -$42.97万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $34.41万 | 0.04% | 3,656 | -3,640 | -49.9% | -$34.26万 | 减仓 |
| SNDK | SANDISK CORP | $34.79万 | 0.04% | 153 | 153 | — | $34.79万 | 新建仓 |
| TLH | ISHARES TR | $35.23万 | 0.04% | 3,511 | -5,795 | -62.3% | -$58.15万 | 减仓 |
| CIEN | CIENA CORP | $35.81万 | 0.04% | 730 | -740 | -50.3% | -$36.30万 | 减仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $36.16万 | 0.04% | 10,187 | -10,207 | -50.0% | -$36.23万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $36.21万 | 0.04% | 7,261 | -7,179 | -49.7% | -$35.80万 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $36.55万 | 0.04% | 7,204 | -7,104 | -49.7% | -$36.05万 | 减仓 |
| ITOT | ISHARES TR | $36.66万 | 0.04% | 2,232 | -3,242 | -59.2% | -$53.25万 | 减仓 |
| PFE | PFIZER INC | $36.80万 | 0.04% | 15,207 | -88,253 | -85.3% | -$213.57万 | 减仓 |
| HYG | ISHARES TR | $36.84万 | 0.04% | 4,607 | -2,665 | -36.6% | -$21.31万 | 减仓 |
| CLS | CELESTICA INC | $36.84万 | 0.04% | 1,010 | -780 | -43.6% | -$28.45万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $37.07万 | 0.04% | 15,454 | -19,380 | -55.6% | -$46.49万 | 减仓 |
| BMOP | BNY MELLON ETF TRUST II | $37.20万 | 0.04% | 14,757 | 14,757 | — | $37.20万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $37.82万 | 0.04% | 8,862 | -9,540 | -51.8% | -$40.72万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $38.09万 | 0.04% | 10,543 | -11,555 | -52.3% | -$41.75万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $38.48万 | 0.04% | 10,795 | -10,795 | -50.0% | -$38.48万 | 减仓 |
| IVLU | ISHARES TR | $38.66万 | 0.04% | 9,245 | -13,979 | -60.2% | -$58.46万 | 减仓 |
| SYK | STRYKER CORPORATION | $38.67万 | 0.04% | 1,228 | -1,132 | -48.0% | -$35.64万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $38.95万 | 0.04% | 5,771 | -5,687 | -49.6% | -$38.38万 | 减仓 |
| BIO | BIO RAD LABS INC | $39.14万 | 0.04% | 1,333 | -1,199 | -47.4% | -$35.20万 | 减仓 |
| SUB | ISHARES TR | $39.27万 | 0.04% | 3,687 | -3,687 | -50.0% | -$39.27万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $39.30万 | 0.04% | 2,965 | -3,101 | -51.1% | -$41.10万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $39.34万 | 0.04% | 1,621 | -1,795 | -52.5% | -$43.56万 | 减仓 |
| TIP | ISHARES TR | $39.39万 | 0.04% | 3,599 | -3,397 | -48.6% | -$37.18万 | 减仓 |
| TXN | TEXAS INSTRS INC | $39.79万 | 0.04% | 1,336 | -1,470 | -52.4% | -$43.78万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $39.96万 | 0.04% | 409 | -463 | -53.1% | -$45.24万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $39.97万 | 0.04% | 7,782 | -7,782 | -50.0% | -$39.97万 | 减仓 |
| DSI | ISHARES TR | $40.10万 | 0.04% | 2,816 | -4,312 | -60.5% | -$61.40万 | 减仓 |
| DVY | ISHARES TR | $40.78万 | 0.04% | 2,609 | -2,665 | -50.5% | -$41.65万 | 减仓 |
| ZTS | ZOETIS INC | $40.78万 | 0.04% | 5,665 | 5,665 | — | $40.78万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $41.00万 | 0.04% | 642 | -574 | -47.2% | -$36.65万 | 减仓 |
| UNM | UNUM GROUP | $41.20万 | 0.04% | 4,608 | -4,574 | -49.8% | -$40.89万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $41.25万 | 0.04% | 2,999 | 2,999 | — | $41.25万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $41.40万 | 0.04% | 13,133 | -13,133 | -50.0% | -$41.40万 | 减仓 |
| BX | BLACKSTONE INC | $41.93万 | 0.04% | 3,563 | -3,009 | -45.8% | -$35.41万 | 减仓 |
| BNDC | FLEXSHARES TR | $42.19万 | 0.04% | 19,095 | 125 | 0.7% | $2,762 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $42.34万 | 0.04% | 3,827 | -3,883 | -50.4% | -$42.96万 | 减仓 |
| PAAA | PGIM ETF TR | $42.40万 | 0.04% | 8,270 | -8,190 | -49.8% | -$41.99万 | 减仓 |
| IWF | ISHARES TR | $43.17万 | 0.04% | 3,476 | -3,596 | -50.8% | -$44.66万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $43.21万 | 0.04% | 1,118 | -1,118 | -50.0% | -$43.21万 | 减仓 |
| DEO | DIAGEO PLC | $43.48万 | 0.04% | 5,409 | -5,093 | -48.5% | -$40.94万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $43.61万 | 0.04% | 6,018 | -6,106 | -50.4% | -$44.25万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $44.01万 | 0.05% | 12,841 | -11,897 | -48.1% | -$40.77万 | 减仓 |
| AFL | AFLAC INC | $44.66万 | 0.05% | 3,809 | -3,737 | -49.5% | -$43.82万 | 减仓 |