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 |
|---|---|---|---|---|---|---|---|---|
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $82.33万 | 0.05% | 51,232 | 51,232 | — | $82.33万 | 新建仓 |
| BALT | INNOVATOR ETFS TRUST | $82.79万 | 0.05% | 24,738 | 17,381 | 236.3% | $58.17万 | 加仓 |
| AFL | AFLAC INC | $82.79万 | 0.05% | 7,546 | 4,275 | 130.7% | $46.90万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $83.82万 | 0.05% | 4,258 | 2,086 | 96.0% | $41.07万 | 加仓 |
| PAAA | PGIM ETF TR | $84.24万 | 0.05% | 16,460 | 16,460 | — | $84.24万 | 新建仓 |
| OKLO | OKLO INC | $85.28万 | 0.05% | 17,198 | 11,253 | 189.3% | $55.80万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $85.45万 | 0.05% | 18,730 | 9,282 | 98.2% | $42.34万 | 加仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $85.76万 | 0.05% | 7,722 | 4,061 | 110.9% | $45.10万 | 加仓 |
| DSI | ISHARES TR | $86.38万 | 0.05% | 7,128 | 3,346 | 88.5% | $40.55万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $86.54万 | 0.05% | 9,460 | 4,630 | 95.9% | $42.35万 | 加仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $86.94万 | 0.05% | 21,320 | 10,360 | 94.5% | $42.24万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $87.27万 | 0.05% | 7,710 | 3,894 | 102.0% | $44.07万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $87.37万 | 0.05% | 23,602 | 23,602 | — | $87.37万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $87.49万 | 0.05% | 506 | 348 | 220.3% | $60.17万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $89.24万 | 0.05% | 2,008 | 1,012 | 101.6% | $44.97万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $89.72万 | 0.05% | 9,286 | 4,645 | 100.1% | $44.88万 | 加仓 |
| IVLU | ISHARES TR | $92.15万 | 0.05% | 23,224 | 11,326 | 95.2% | $44.94万 | 加仓 |
| C | CITIGROUP INC | $92.80万 | 0.05% | 8,184 | 3,898 | 90.9% | $44.20万 | 加仓 |
| TLH | ISHARES TR | $93.73万 | 0.05% | 9,306 | 4,699 | 102.0% | $47.33万 | 加仓 |
| VFC | V F CORP | $94.27万 | 0.05% | 55,488 | 28,422 | 105.0% | $48.29万 | 加仓 |
| O | REALTY INCOME CORP | $94.34万 | 0.05% | 15,420 | 15,420 | — | $94.34万 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP | $94.50万 | 0.05% | 37,000 | 13,683 | 58.7% | $34.95万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $96.16万 | 0.05% | 12,426 | 6,275 | 102.0% | $48.56万 | 加仓 |
| VRSN | VERISIGN INC | $96.73万 | 0.05% | 3,894 | 1,386 | 55.3% | $34.43万 | 加仓 |
| HPQ | HP INC | $97.27万 | 0.05% | 50,636 | 50,636 | — | $97.27万 | 新建仓 |
| CHWY | CHEWY INC | $99.50万 | 0.06% | 36,850 | 25,220 | 216.9% | $68.09万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $100.48万 | 0.06% | 20,630 | 11,018 | 114.6% | $53.67万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $102.49万 | 0.06% | 3,388 | 1,584 | 87.8% | $47.92万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $102.91万 | 0.06% | 39,398 | 39,398 | — | $102.91万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $103.09万 | 0.06% | 10,552 | 5,501 | 108.9% | $53.74万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $103.33万 | 0.06% | 5,384 | 3,552 | 193.9% | $68.17万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $103.52万 | 0.06% | 3,424 | 1,937 | 130.3% | $58.56万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $105.34万 | 0.06% | 66,332 | 50,266 | 312.9% | $79.82万 | 加仓 |
| PTLC | PACER FDS TR | $105.56万 | 0.06% | 20,122 | 10,105 | 100.9% | $53.01万 | 加仓 |
| INGR | INGREDION INC | $105.62万 | 0.06% | 9,374 | 3,561 | 61.3% | $40.12万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $105.74万 | 0.06% | 14,804 | 7,423 | 100.6% | $53.02万 | 加仓 |
| — | WELLS FARGO & CO | $106.49万 | 0.06% | 922 | 461 | 100.0% | $53.25万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $107.28万 | 0.06% | 15,296 | 7,366 | 92.9% | $51.66万 | 加仓 |
| — | BANK AMERICA CORP | $107.96万 | 0.06% | 906 | 453 | 100.0% | $53.98万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $108.09万 | 0.06% | 17,644 | 7,627 | 76.1% | $46.72万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $110.04万 | 0.06% | 10,408 | 5,660 | 119.2% | $59.84万 | 加仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $110.71万 | 0.06% | 39,148 | 20,775 | 113.1% | $58.75万 | 加仓 |
| EFG | ISHARES TR | $111.50万 | 0.06% | 10,012 | 7,772 | 347.0% | $86.55万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $113.44万 | 0.06% | 5,744 | 4,920 | 597.1% | $97.17万 | 加仓 |
| KEY | KEYCORP | $114.13万 | 0.06% | 56,924 | 56,924 | — | $114.13万 | 新建仓 |
| IWB | ISHARES TR | $114.59万 | 0.06% | 3,214 | 1,562 | 94.6% | $55.69万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $115.47万 | 0.07% | 18,402 | 3,150 | 20.7% | $19.77万 | 加仓 |
| AMLP | ALPS ETF TR | $117.39万 | 0.07% | 22,300 | 11,150 | 100.0% | $58.69万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $119.35万 | 0.07% | 35,480 | 25,118 | 242.4% | $84.50万 | 加仓 |
| WAT | WATERS CORP | $120.43万 | 0.07% | 4,044 | 4,044 | — | $120.43万 | 新建仓 |
| CIB | GRUPO CIBEST SA | $120.66万 | 0.07% | 16,572 | 8,343 | 101.4% | $60.75万 | 加仓 |
| AVY | AVERY DENNISON CORP 看涨期权 | $120.88万 | 0.07% | 7,000 | 7,000 | — | $120.88万 | 新建仓 |
| VMI | VALMONT INDS INC | $121.07万 | 0.07% | 3,030 | 551 | 22.2% | $22.02万 | 加仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $122.31万 | 0.07% | 64,372 | 15,754 | 32.4% | $29.93万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $124.52万 | 0.07% | 119,390 | 58,529 | 96.2% | $61.05万 | 加仓 |
| COO | COOPER COS INC | $125.47万 | 0.07% | 17,548 | 9,502 | 118.1% | $67.94万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $126.85万 | 0.07% | 2,098 | 1,098 | 109.8% | $66.39万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $127.99万 | 0.07% | 14,286 | 7,141 | 99.9% | $63.98万 | 加仓 |
| APP | APPLOVIN CORP | $130.07万 | 0.07% | 3,268 | 1,808 | 123.8% | $71.96万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $130.68万 | 0.07% | 38,698 | 20,482 | 112.4% | $69.17万 | 加仓 |
| TJX | TJX COS INC NEW | $131.34万 | 0.07% | 8,224 | 4,270 | 108.0% | $68.19万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $131.39万 | 0.07% | 17,040 | 12,663 | 289.3% | $97.64万 | 加仓 |
| OEF | ISHARES TR | $132.93万 | 0.07% | 4,180 | 570 | 15.8% | $18.13万 | 加仓 |
| EWZ | ISHARES INC | $133.63万 | 0.08% | 34,810 | 14,741 | 73.5% | $56.59万 | 加仓 |
| URA | GLOBAL X FDS | $134.18万 | 0.08% | 27,706 | 14,486 | 109.6% | $70.16万 | 加仓 |
| GPC | GENUINE PARTS CO | $135.10万 | 0.08% | 12,776 | 6,700 | 110.3% | $70.85万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $135.79万 | 0.08% | 5,276 | 2,911 | 123.1% | $74.92万 | 加仓 |
| GLDM | WORLD GOLD TR | $137.40万 | 0.08% | 14,824 | 1,045 | 7.6% | $9.69万 | 加仓 |
| FIVA | FIDELITY COVINGTON TRUST | $138.41万 | 0.08% | 39,760 | 22,067 | 124.7% | $76.82万 | 加仓 |
| SYY | SYSCO CORP | $139.55万 | 0.08% | 19,564 | 19,564 | — | $139.55万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $139.99万 | 0.08% | 36,024 | 18,012 | 100.0% | $69.99万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $140.54万 | 0.08% | 39,588 | 22,422 | 130.6% | $79.60万 | 加仓 |
| SRE | SEMPRA | $141.81万 | 0.08% | 14,594 | 6,969 | 91.4% | $67.72万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $142.02万 | 0.08% | 19,538 | 10,585 | 118.2% | $76.94万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $143.91万 | 0.08% | 5,318 | 1,975 | 59.1% | $53.45万 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $146.03万 | 0.08% | 35,342 | 17,671 | 100.0% | $73.02万 | 加仓 |
| SOXX | ISHARES TR | $146.38万 | 0.08% | 4,454 | 2,374 | 114.1% | $78.02万 | 加仓 |
| NUE | NUCOR CORP | $146.48万 | 0.08% | 8,662 | 5,684 | 190.9% | $96.12万 | 加仓 |
| ALLE | ALLEGION PLC | $146.95万 | 0.08% | 10,114 | 4,361 | 75.8% | $63.36万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $146.97万 | 0.08% | 1,738 | 865 | 99.1% | $73.15万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $147.69万 | 0.08% | 31,484 | 20,262 | 180.6% | $95.05万 | 加仓 |
| ADBE | ADOBE INC | $149.30万 | 0.08% | 6,142 | 5,459 | 799.3% | $132.70万 | 加仓 |
| EIX | EDISON INTL | $150.31万 | 0.08% | 20,540 | 10,283 | 100.3% | $75.25万 | 重新持有 |
| MTB | M & T BK CORP | $151.45万 | 0.09% | 7,326 | 3,677 | 100.8% | $76.02万 | 加仓 |
| IONQ | IONQ INC | $151.65万 | 0.09% | 52,600 | 31,993 | 155.3% | $92.24万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $152.77万 | 0.09% | 34,064 | 18,383 | 117.2% | $82.45万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $153.73万 | 0.09% | 18,926 | 12,098 | 177.2% | $98.27万 | 加仓 |
| — | ADVISORSHARES TR | $155.34万 | 0.09% | 23,986 | 11,993 | 100.0% | $77.67万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $155.95万 | 0.09% | 13,572 | 6,943 | 104.7% | $79.78万 | 加仓 |
| — | HONEYWELL INTL INC | $157.37万 | 0.09% | 6,962 | 2,932 | 72.8% | $66.28万 | 加仓 |
| CSCO | CISCO SYS INC | $158.13万 | 0.09% | 20,380 | -4,136 | -16.9% | -$32.09万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $159.54万 | 0.09% | 58,098 | 31,865 | 121.5% | $87.50万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $159.67万 | 0.09% | 50,722 | 26,571 | 110.0% | $83.65万 | 加仓 |
| ESGU | ISHARES TR | $160.09万 | 0.09% | 11,320 | 5,520 | 95.2% | $78.07万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $160.22万 | 0.09% | 32,844 | 17,314 | 111.5% | $84.46万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $163.04万 | 0.09% | 28,816 | 16,175 | 128.0% | $91.52万 | 加仓 |
| IUSG | ISHARES TR | $163.21万 | 0.09% | 10,522 | 5,274 | 100.5% | $81.81万 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $163.44万 | 0.09% | 29,050 | 15,375 | 112.4% | $86.50万 | 加仓 |
| T | AT&T INC | $164.21万 | 0.09% | 56,646 | -1,034 | -1.8% | -$3.00万 | 减仓 |
| MS | MORGAN STANLEY | $164.22万 | 0.09% | 9,978 | 5,132 | 105.9% | $84.47万 | 加仓 |