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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $1,217.96万 | 0.69% | 40,298 | 31,589 | 362.7% | $954.74万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,220.66万 | 0.69% | 313,312 | 156,439 | 99.7% | $609.49万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,238.97万 | 0.70% | 28,366 | 14,242 | 100.8% | $622.06万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,287.66万 | 0.73% | 161,746 | 88,594 | 121.1% | $705.30万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,298.86万 | 0.73% | 60,396 | 26,360 | 77.4% | $566.89万 | 加仓 |
| IGOV | ISHARES TR | $1,311.39万 | 0.74% | 319,386 | 166,083 | 108.3% | $681.93万 | 加仓 |
| — | EXXON MOBIL CORP | $1,323.56万 | 0.75% | 78,012 | 40,223 | 106.4% | $682.43万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,324.37万 | 0.75% | 135,264 | 68,611 | 102.9% | $671.77万 | 加仓 |
| IVW | ISHARES TR | $1,344.95万 | 0.76% | 118,906 | 61,614 | 107.5% | $696.92万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,357.13万 | 0.76% | 465,888 | 221,361 | 90.5% | $644.82万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,359.99万 | 0.77% | 154,264 | 73,831 | 91.8% | $650.89万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,360.15万 | 0.77% | 47,362 | 23,713 | 100.3% | $680.99万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,374.03万 | 0.77% | 83,104 | 42,893 | 106.7% | $709.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,380.93万 | 0.78% | 13,858 | 8,032 | 137.9% | $800.38万 | 加仓 |
| ACWV | ISHARES INC | $1,425.61万 | 0.80% | 119,288 | 60,572 | 103.2% | $723.89万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,745.44万 | 0.98% | 228,042 | 129,283 | 130.9% | $989.53万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,774.68万 | 1.00% | 55,318 | 32,321 | 140.5% | $1,036.90万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,780.43万 | 1.00% | 314,120 | 156,476 | 99.3% | $886.91万 | 加仓 |
| META | META PLATFORMS INC | $1,842.95万 | 1.04% | 32,212 | 18,638 | 137.3% | $1,066.34万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $1,887.72万 | 1.06% | 612,696 | 355,245 | 138.0% | $1,094.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,935.00万 | 1.09% | 65,780 | 37,144 | 129.7% | $1,092.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,450.01万 | 1.38% | 51,128 | 26,785 | 110.0% | $1,283.51万 | 加仓 |
| AMZN | AMAZON COM INC | $2,458.00万 | 1.39% | 118,020 | 64,566 | 120.8% | $1,344.71万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,619.50万 | 1.48% | 450,242 | 251,111 | 126.1% | $1,460.96万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,830.78万 | 1.60% | 47,374 | 24,984 | 111.6% | $1,492.89万 | 加仓 |
| GOOG | ALPHABET INC | $3,198.96万 | 1.80% | 111,516 | 65,193 | 140.7% | $1,870.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,663.21万 | 2.06% | 98,960 | 54,200 | 121.1% | $2,006.32万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,894.93万 | 2.20% | 223,334 | 126,576 | 130.8% | $2,207.48万 | 加仓 |
| IVV | ISHARES TR | $4,009.84万 | 2.26% | 61,386 | 30,780 | 100.6% | $2,010.61万 | 加仓 |
| AAPL | APPLE INC | $4,395.09万 | 2.48% | 173,178 | 95,741 | 123.6% | $2,429.82万 | 加仓 |