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 |
|---|---|---|---|---|---|---|---|---|
| GNMA | ISHARES TR | $44.75万 | 0.05% | 10,117 | -2,109 | -17.3% | -$9.33万 | 减仓 |
| GLW | CORNING INC | $45.28万 | 0.05% | 1,839 | -1,765 | -49.0% | -$43.46万 | 减仓 |
| OKLO | OKLO INC | $45.30万 | 0.05% | 8,656 | -8,542 | -49.7% | -$44.70万 | 减仓 |
| MOAT | VANECK ETF TRUST | $45.54万 | 0.05% | 4,380 | -3,290 | -42.9% | -$34.21万 | 减仓 |
| SCI | SERVICE CORP INTL | $45.64万 | 0.05% | 6,009 | 6,009 | — | $45.64万 | 新建仓 |
| SMH | VANECK ETF TRUST | $45.65万 | 0.05% | 696 | -470 | -40.3% | -$30.83万 | 减仓 |
| VFC | V F CORP | $45.73万 | 0.05% | 27,415 | -28,073 | -50.6% | -$46.83万 | 减仓 |
| CSX | CSX CORP | $45.78万 | 0.05% | 9,853 | -9,993 | -50.4% | -$46.43万 | 减仓 |
| INGR | INGREDION INC | $45.98万 | 0.05% | 4,855 | -4,519 | -48.2% | -$42.80万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $46.06万 | 0.05% | 1,004 | -1,004 | -50.0% | -$46.06万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $46.38万 | 0.05% | 10,196 | -8,534 | -45.6% | -$38.82万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $46.73万 | 0.05% | 11,352 | -23,990 | -67.9% | -$98.75万 | 减仓 |
| ADBE | ADOBE INC | $46.77万 | 0.05% | 2,281 | -3,861 | -62.9% | -$79.16万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $46.94万 | 0.05% | 8,838 | -8,806 | -49.9% | -$46.77万 | 减仓 |
| IEF | ISHARES TR | $47.02万 | 0.05% | 4,972 | 2,496 | 100.8% | $23.60万 | 加仓 |
| INTU | INTUIT | $47.33万 | 0.05% | 1,813 | -2,353 | -56.5% | -$61.43万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $47.37万 | 0.05% | 9,050 | -42,886 | -82.6% | -$224.47万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $47.47万 | 0.05% | 25,466 | -25,766 | -50.3% | -$48.03万 | 减仓 |
| CFA | VICTORY PORTFOLIOS II | $47.57万 | 0.05% | 4,815 | -4,645 | -49.1% | -$45.89万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $49.00万 | 0.05% | 9,703 | -10,927 | -53.0% | -$55.18万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $50.78万 | 0.05% | 997 | -1,101 | -52.5% | -$56.08万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $51.29万 | 0.05% | 18,516 | -2,972 | -13.8% | -$8.23万 | 减仓 |
| IWR | ISHARES TR | $51.68万 | 0.05% | 4,693 | -3,131 | -40.0% | -$34.48万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $52.50万 | 0.05% | 19,394 | -17,606 | -47.6% | -$47.66万 | 减仓 |
| — | WEBSTER FINL CORP | $52.69万 | 0.05% | 6,895 | -26,143 | -79.1% | -$199.79万 | 减仓 |
| CDC | VICTORY PORTFOLIOS II | $52.76万 | 0.05% | 7,095 | -7,709 | -52.1% | -$57.33万 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $53.28万 | 0.05% | 6,647 | -8,649 | -56.5% | -$69.33万 | 减仓 |
| — | WELLS FARGO & CO | $53.34万 | 0.05% | 461 | -461 | -50.0% | -$53.34万 | 减仓 |
| — | SEI EXCHANGE TRADED FUNDS | $54.32万 | 0.06% | 21,580 | 21,580 | — | $54.32万 | 新建仓 |
| VCRB | VANGUARD MALVERN FDS | $54.77万 | 0.06% | 7,083 | -5,343 | -43.0% | -$41.32万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $55.21万 | 0.06% | 4,634 | -4,652 | -50.1% | -$55.42万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $55.35万 | 0.06% | 1,159 | -1,035 | -47.2% | -$49.43万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $55.48万 | 0.06% | 10,968 | 10,968 | — | $55.48万 | 新建仓 |
| MUB | ISHARES TR | $55.51万 | 0.06% | 5,158 | -2,494 | -32.6% | -$26.84万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $56.13万 | 0.06% | 2,638 | -2,746 | -51.0% | -$58.43万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $56.47万 | 0.06% | 14,844 | 14,844 | — | $56.47万 | 新建仓 |
| — | BANK OF AMER CORP | $56.83万 | 0.06% | 453 | -453 | -50.0% | -$56.83万 | 减仓 |
| SPYI | NEOS ETF TRUST | $57.29万 | 0.06% | 10,792 | -5,204 | -32.5% | -$27.63万 | 减仓 |
| AMLP | ALPS ETF TR | $57.81万 | 0.06% | 11,150 | -11,150 | -50.0% | -$57.81万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $57.90万 | 0.06% | 13,677 | -10,767 | -44.0% | -$45.58万 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $58.59万 | 0.06% | 60,338 | -59,052 | -49.5% | -$57.34万 | 减仓 |
| PTLC | PACER FDS TR | $58.62万 | 0.06% | 10,061 | -10,061 | -50.0% | -$58.62万 | 减仓 |
| C | CITIGROUP INC | $58.78万 | 0.06% | 4,205 | -3,979 | -48.6% | -$55.62万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $58.82万 | 0.06% | 2,094 | -2,164 | -50.8% | -$60.78万 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $59.03万 | 0.06% | 30,771 | -33,601 | -52.2% | -$64.45万 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $59.37万 | 0.06% | 5,758 | -8,528 | -59.7% | -$87.92万 | 减仓 |
| VRSN | VERISIGN INC | $60.38万 | 0.06% | 2,400 | -1,494 | -38.4% | -$37.58万 | 减仓 |
| QLC | FLEXSHARES TR | $61.19万 | 0.06% | 6,808 | -1,158 | -14.5% | -$10.41万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $61.78万 | 0.06% | 1,827 | -1,561 | -46.1% | -$52.79万 | 减仓 |
| TJX | TJX COS INC NEW | $63.35万 | 0.07% | 4,180 | -4,044 | -49.2% | -$61.29万 | 减仓 |
| IWB | ISHARES TR | $63.69万 | 0.07% | 1,555 | -1,659 | -51.6% | -$67.95万 | 减仓 |
| EFG | ISHARES TR | $63.74万 | 0.07% | 5,123 | -4,889 | -48.8% | -$60.83万 | 减仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $64.01万 | 0.07% | 20,760 | -18,388 | -47.0% | -$56.70万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $64.72万 | 0.07% | 17,740 | -17,740 | -50.0% | -$64.72万 | 减仓 |
| COO | COOPER COS INC | $66.04万 | 0.07% | 9,209 | -8,339 | -47.5% | -$59.80万 | 减仓 |
| GLDM | WORLD GOLD TR | $66.07万 | 0.07% | 8,319 | -6,505 | -43.9% | -$51.66万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $67.32万 | 0.07% | 1,841 | -1,583 | -46.2% | -$57.89万 | 减仓 |
| URA | GLOBAL X FDS | $67.53万 | 0.07% | 15,453 | -12,253 | -44.2% | -$53.55万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $68.86万 | 0.07% | 38,405 | -27,927 | -42.1% | -$50.07万 | 减仓 |
| SRE | SEMPRA | $68.96万 | 0.07% | 7,438 | -7,156 | -49.0% | -$66.34万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $69.87万 | 0.07% | 8,186 | -8,854 | -52.0% | -$75.57万 | 减仓 |
| APP | APPLOVIN CORP | $70.01万 | 0.07% | 1,359 | -1,909 | -58.4% | -$98.35万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $70.06万 | 0.07% | 2,537 | -2,483 | -49.5% | -$68.57万 | 减仓 |
| EAGG | ISHARES TR | $70.40万 | 0.07% | 14,850 | -1,854 | -11.1% | -$8.79万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $71.82万 | 0.07% | 17,573 | -15,271 | -46.5% | -$62.41万 | 减仓 |
| ALLE | ALLEGION PLC | $72.90万 | 0.07% | 5,189 | -4,925 | -48.7% | -$69.19万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $75.61万 | 0.08% | 26,429 | -24,293 | -47.9% | -$69.50万 | 减仓 |
| GIS | GENERAL MILLS INC | $76.45万 | 0.08% | 21,969 | 21,969 | — | $76.45万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $79.90万 | 0.08% | 18,012 | -18,012 | -50.0% | -$79.90万 | 减仓 |
| FIVA | FIDELITY COVINGTON TRUST | $81.19万 | 0.08% | 21,077 | -18,683 | -47.0% | -$71.97万 | 减仓 |
| — | ADVISORSHARES TR | $81.78万 | 0.08% | 11,993 | -11,993 | -50.0% | -$81.78万 | 减仓 |
| QYLD | GLOBAL X FDS | $82.05万 | 0.08% | 44,520 | -60,250 | -57.5% | -$111.04万 | 减仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $82.94万 | 0.09% | 14,725 | -14,325 | -49.3% | -$80.69万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $83.92万 | 0.09% | 9,966 | -8,960 | -47.3% | -$75.45万 | 减仓 |
| MCD | MCDONALDS CORP | $84.01万 | 0.09% | 3,080 | -3,244 | -51.3% | -$88.48万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $84.80万 | 0.09% | 4,992 | 72 | 1.5% | $1.22万 | 加仓 |
| BA | BOEING CO | $85.47万 | 0.09% | 3,939 | -7,301 | -65.0% | -$158.43万 | 减仓 |
| D | DOMINION ENERGY INC | $85.66万 | 0.09% | 12,543 | 6,195 | 97.6% | $42.31万 | 加仓 |
| MTB | M & T BK CORP | $87.46万 | 0.09% | 3,675 | -3,651 | -49.8% | -$86.89万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $88.44万 | 0.09% | 10,561 | -20,361 | -65.8% | -$170.52万 | 减仓 |
| EIX | EDISON INTL | $88.54万 | 0.09% | 11,893 | -8,647 | -42.1% | -$64.37万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $88.98万 | 0.09% | 19,471 | -14,593 | -42.8% | -$66.69万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $89.26万 | 0.09% | 24,434 | -14,264 | -36.9% | -$52.11万 | 减仓 |
| INTC | INTEL CORP | $90.12万 | 0.09% | 6,585 | -6,201 | -48.5% | -$84.86万 | 减仓 |
| IEFA | ISHARES TR | $90.49万 | 0.09% | 9,370 | -9,408 | -50.1% | -$90.86万 | 减仓 |
| GLD | SPDR GOLD TR | $90.62万 | 0.09% | 2,460 | -2,720 | -52.5% | -$100.20万 | 减仓 |
| NOW | SERVICENOW INC | $91.11万 | 0.09% | 9,177 | -10,003 | -52.2% | -$99.31万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $91.16万 | 0.09% | 902 | -836 | -48.1% | -$84.49万 | 减仓 |
| DIS | DISNEY WALT CO | $91.30万 | 0.09% | 9,429 | -41,247 | -81.4% | -$399.38万 | 减仓 |
| SHLD | GLOBAL X FDS | $91.55万 | 0.09% | 15,333 | -9,275 | -37.7% | -$55.38万 | 减仓 |
| PATH | UIPATH INC | $92.80万 | 0.10% | 85,374 | -82,130 | -49.0% | -$89.28万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $93.03万 | 0.10% | 7,282 | -6,290 | -46.3% | -$80.36万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $93.50万 | 0.10% | 3,053 | -2,223 | -42.1% | -$68.08万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $93.99万 | 0.10% | 2,756 | 2,756 | — | $93.99万 | 新建仓 |
| SYY | SYSCO CORP | $94.01万 | 0.10% | 11,248 | -8,316 | -42.5% | -$69.51万 | 减仓 |
| NUE | NUCOR CORP | $94.26万 | 0.10% | 4,232 | -4,430 | -51.1% | -$98.67万 | 减仓 |
| SO | SOUTHERN CO | $95.16万 | 0.10% | 9,943 | 3,787 | 61.5% | $36.24万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $97.93万 | 0.10% | 25,187 | -6,297 | -20.0% | -$24.48万 | 减仓 |
| IUSG | ISHARES TR | $98.80万 | 0.10% | 5,253 | -5,269 | -50.1% | -$99.10万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $98.81万 | 0.10% | 16,254 | -12,562 | -43.6% | -$76.36万 | 减仓 |