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 |
|---|---|---|---|---|---|---|---|---|
| PJAN | INNOVATOR ETFS TRUST | $203.32万 | 0.21% | 41,084 | -40,808 | -49.8% | -$201.96万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $203.80万 | 0.21% | 30,157 | -32,579 | -51.9% | -$220.17万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $206.64万 | 0.21% | 50,278 | -60,252 | -54.5% | -$247.64万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $212.11万 | 0.22% | 46,362 | -15,112 | -24.6% | -$69.14万 | 减仓 |
| MTUM | ISHARES TR | $216.31万 | 0.22% | 6,309 | -6,459 | -50.6% | -$221.45万 | 减仓 |
| FEOE | RBB FUND TRUST | $217.25万 | 0.22% | 40,683 | 40,683 | — | $217.25万 | 新建仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $221.95万 | 0.23% | 15,175 | -12,575 | -45.3% | -$183.92万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $222.28万 | 0.23% | 4,328 | -8,506 | -66.3% | -$436.85万 | 减仓 |
| KO | COCA COLA CO | $224.35万 | 0.23% | 27,610 | -13,482 | -32.8% | -$109.55万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $225.19万 | 0.23% | 8,891 | -10,667 | -54.5% | -$270.17万 | 减仓 |
| DGRO | ISHARES TR | $234.30万 | 0.24% | 30,914 | -31,334 | -50.3% | -$237.48万 | 减仓 |
| KLAC | KLA CORP | $234.37万 | 0.24% | 7,768 | -8,272 | -51.6% | -$249.58万 | 减仓 |
| LIN | LINDE PLC | $235.50万 | 0.24% | 4,538 | -3,924 | -46.4% | -$203.63万 | 减仓 |
| VB | VANGUARD INDEX FDS | $237.27万 | 0.24% | 7,831 | -10,457 | -57.2% | -$316.84万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $239.20万 | 0.25% | 26,346 | -26,638 | -50.3% | -$241.85万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $239.30万 | 0.25% | 40,218 | -34,952 | -46.5% | -$207.96万 | 减仓 |
| ACWX | ISHARES TR | $246.94万 | 0.25% | 32,445 | -14,419 | -30.8% | -$109.74万 | 减仓 |
| MBB | ISHARES TR | $248.09万 | 0.25% | 26,247 | -23,981 | -47.7% | -$226.67万 | 减仓 |
| UL | UNILEVER PLC | $250.92万 | 0.26% | 41,736 | -32,530 | -43.8% | -$195.57万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $251.53万 | 0.26% | 27,916 | -21,684 | -43.7% | -$195.38万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $252.53万 | 0.26% | 68,996 | -40,338 | -36.9% | -$147.64万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $255.34万 | 0.26% | 68,073 | -66,075 | -49.3% | -$247.85万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $258.05万 | 0.26% | 9,489 | -8,949 | -48.5% | -$243.37万 | 减仓 |
| SFLO | VICTORY PORTFOLIOS II | $258.86万 | 0.27% | 75,691 | -58,167 | -43.5% | -$198.93万 | 减仓 |
| IJH | ISHARES TR | $259.83万 | 0.27% | 33,696 | -33,670 | -50.0% | -$259.63万 | 减仓 |
| EUHY | ISHARES INC | $263.20万 | 0.27% | 48,868 | -42,268 | -46.4% | -$227.65万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $268.24万 | 0.28% | 16,605 | -18,429 | -52.6% | -$297.71万 | 减仓 |
| IYW | ISHARES TR | $269.44万 | 0.28% | 10,682 | -10,672 | -50.0% | -$269.18万 | 减仓 |
| NVS | NOVARTIS AG | $272.87万 | 0.28% | 17,411 | -22,085 | -55.9% | -$346.12万 | 减仓 |
| ENB | ENBRIDGE INC | $273.15万 | 0.28% | 50,390 | -44,354 | -46.8% | -$240.43万 | 减仓 |
| ORCL | ORACLE CORP | $273.22万 | 0.28% | 18,638 | -14,378 | -43.5% | -$210.77万 | 减仓 |
| BWZ | SPDR SERIES TRUST | $273.78万 | 0.28% | 102,347 | -89,077 | -46.5% | -$238.28万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $291.16万 | 0.30% | 20,136 | -24,626 | -55.0% | -$356.09万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $293.01万 | 0.30% | 116,414 | -96,050 | -45.2% | -$241.76万 | 减仓 |
| FTNT | FORTINET INC | $301.89万 | 0.31% | 19,652 | -21,504 | -52.2% | -$330.34万 | 减仓 |
| CVX | CHEVRON CORPORATION | $305.55万 | 0.31% | 18,431 | -19,717 | -51.7% | -$326.87万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $307.80万 | 0.32% | 40,127 | -39,465 | -49.6% | -$302.72万 | 减仓 |
| OMC | OMNICOM GROUP INC | $309.56万 | 0.32% | 42,504 | -34,622 | -44.9% | -$252.15万 | 减仓 |
| MDT | MEDTRONIC PLC | $312.29万 | 0.32% | 39,917 | -30,227 | -43.1% | -$236.48万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $316.62万 | 0.33% | 68,755 | -72,235 | -51.2% | -$332.64万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $320.53万 | 0.33% | 11,922 | -12,416 | -51.0% | -$333.82万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $320.87万 | 0.33% | 63,703 | 8,073 | 14.5% | $40.66万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $320.95万 | 0.33% | 65,128 | -64,910 | -49.9% | -$319.88万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $321.11万 | 0.33% | 31,109 | -23,923 | -43.5% | -$246.93万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $322.71万 | 0.33% | 9,110 | -6,596 | -42.0% | -$233.65万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $330.27万 | 0.34% | 92,073 | -105,085 | -53.3% | -$376.94万 | 减仓 |
| HD | HOME DEPOT INC | $335.04万 | 0.34% | 9,501 | -8,563 | -47.4% | -$301.97万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $335.28万 | 0.34% | 66,235 | -56,005 | -45.8% | -$283.50万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $336.59万 | 0.35% | 47,264 | -48,244 | -50.5% | -$343.57万 | 减仓 |
| ADI | ANALOG DEVICES INC | $340.31万 | 0.35% | 8,567 | -11,897 | -58.1% | -$472.58万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $340.85万 | 0.35% | 138,788 | -135,608 | -49.4% | -$333.04万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $342.13万 | 0.35% | 79,361 | -103,245 | -56.5% | -$445.09万 | 减仓 |
| LLY | ELI LILLY & CO | $344.64万 | 0.35% | 2,874 | -650 | -18.4% | -$77.94万 | 减仓 |
| NEM | NEWMONT CORP | $345.23万 | 0.35% | 36,957 | -35,047 | -48.7% | -$327.39万 | 减仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $346.44万 | 0.36% | 114,564 | -53,024 | -31.6% | -$160.34万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $348.70万 | 0.36% | 23,042 | -15,156 | -39.7% | -$229.36万 | 减仓 |
| QUAL | ISHARES TR | $348.99万 | 0.36% | 15,904 | -39,078 | -71.1% | -$857.50万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $349.11万 | 0.36% | 110,093 | -74,367 | -40.3% | -$235.82万 | 减仓 |
| QQQ | INVESCO QQQ TR | $357.28万 | 0.37% | 4,853 | -3,617 | -42.7% | -$266.29万 | 减仓 |
| COP | CONOCOPHILLIPS | $359.45万 | 0.37% | 34,569 | -26,415 | -43.3% | -$274.67万 | 减仓 |
| NFLX | NETFLIX INC. | $360.47万 | 0.37% | 50,486 | -64,868 | -56.2% | -$463.16万 | 减仓 |
| GOOGL | ALPHABET INC | $366.67万 | 0.38% | 10,261 | -10,345 | -50.2% | -$369.67万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $378.56万 | 0.39% | 23,955 | -22,477 | -48.4% | -$355.20万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $380.41万 | 0.39% | 164,466 | -121,282 | -42.4% | -$280.53万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $406.77万 | 0.42% | 5,447 | -5,815 | -51.6% | -$434.25万 | 减仓 |
| GEV | GE VERNOVA INC | $407.14万 | 0.42% | 3,470 | -3,762 | -52.0% | -$441.40万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $409.67万 | 0.42% | 13,522 | -10,496 | -43.7% | -$317.99万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $412.52万 | 0.42% | 108,672 | -93,850 | -46.3% | -$356.25万 | 减仓 |
| IEMG | ISHARES INC | $412.74万 | 0.42% | 49,841 | -60,919 | -55.0% | -$504.48万 | 减仓 |
| ABBV | ABBVIE INC | $425.39万 | 0.44% | 16,950 | -13,694 | -44.7% | -$343.67万 | 减仓 |
| IJR | ISHARES TR | $434.93万 | 0.45% | 29,326 | -28,232 | -49.0% | -$418.70万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $451.51万 | 0.46% | 48,934 | -40,564 | -45.3% | -$374.28万 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $456.30万 | 0.47% | 116,269 | -117,415 | -50.2% | -$460.80万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $464.12万 | 0.48% | 47,075 | -51,675 | -52.3% | -$509.47万 | 减仓 |
| GVI | ISHARES TR | $472.64万 | 0.49% | 44,548 | -41,632 | -48.3% | -$441.70万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $481.23万 | 0.49% | 95,501 | -93,697 | -49.5% | -$472.14万 | 减仓 |
| CAT | CATERPILLAR INC | $489.54万 | 0.50% | 4,599 | -4,369 | -48.7% | -$465.06万 | 减仓 |
| RTX | RTX CORPORATION | $500.60万 | 0.51% | 26,419 | -27,201 | -50.7% | -$515.41万 | 减仓 |
| IVE | ISHARES TR | $512.85万 | 0.53% | 22,587 | -27,629 | -55.0% | -$627.34万 | 减仓 |
| GE | GE AEROSPACE | $513.47万 | 0.53% | 13,950 | -13,596 | -49.4% | -$500.44万 | 减仓 |
| AGG | ISHARES TR | $514.62万 | 0.53% | 51,992 | -49,358 | -48.7% | -$488.54万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $518.04万 | 0.53% | 44,402 | -33,566 | -43.1% | -$391.62万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $532.48万 | 0.55% | 88,320 | -86,578 | -49.5% | -$521.98万 | 减仓 |
| IAU | ISHARES GOLD TR | $548.41万 | 0.56% | 72,628 | -81,636 | -52.9% | -$616.43万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $552.66万 | 0.57% | 187,978 | -139,250 | -42.6% | -$409.39万 | 减仓 |
| IXUS | ISHARES TR | $572.52万 | 0.59% | 59,988 | -59,150 | -49.6% | -$564.53万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $603.41万 | 0.62% | 33,853 | -16,497 | -32.8% | -$294.05万 | 减仓 |
| WFC | WELLS FARGO & CO | $618.72万 | 0.64% | 74,895 | -86,851 | -53.7% | -$717.49万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $623.85万 | 0.64% | 83,224 | -60,074 | -41.9% | -$450.32万 | 减仓 |
| WMT | WALMART INC | $630.48万 | 0.65% | 55,487 | -16,443 | -22.9% | -$186.84万 | 减仓 |
| AMAT | APPLIED MATLS INC | $636.07万 | 0.65% | 8,798 | -10,956 | -55.5% | -$792.09万 | 减仓 |
| V | VISA INC | $636.50万 | 0.65% | 18,553 | -21,745 | -54.0% | -$746.01万 | 减仓 |
| IUSB | ISHARES TR | $644.86万 | 0.66% | 139,732 | -37,618 | -21.2% | -$173.61万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $646.41万 | 0.66% | 156,706 | -156,606 | -50.0% | -$646.00万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $649.69万 | 0.67% | 127,514 | -116,352 | -47.7% | -$592.81万 | 减仓 |
| VO | VANGUARD INDEX FDS | $655.36万 | 0.67% | 81,349 | -108,099 | -57.1% | -$870.86万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $663.63万 | 0.68% | 77,049 | -93,147 | -54.7% | -$802.28万 | 减仓 |
| TSLA | TESLA INC | $673.25万 | 0.69% | 16,007 | -11,303 | -41.4% | -$475.40万 | 减仓 |
| IGOV | ISHARES TR | $674.58万 | 0.69% | 164,412 | -154,974 | -48.5% | -$635.86万 | 减仓 |
| AVGO | BROADCOM INC | $679.86万 | 0.70% | 17,996 | -17,028 | -48.6% | -$643.29万 | 减仓 |