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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $694.49万 | 0.71% | 7,424 | -6,434 | -46.4% | -$601.88万 | 减仓 |
| ACWV | ISHARES INC | $751.30万 | 0.77% | 62,489 | -56,799 | -47.6% | -$682.89万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $771.53万 | 0.79% | 32,606 | -27,790 | -46.0% | -$657.57万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $790.21万 | 0.81% | 66,410 | -68,854 | -50.9% | -$819.29万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $811.28万 | 0.83% | 132,001 | -74,913 | -36.2% | -$460.42万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $828.78万 | 0.85% | 45,816 | -37,288 | -44.9% | -$674.51万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $859.45万 | 0.88% | 253,975 | -211,913 | -45.5% | -$717.11万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $862.16万 | 0.89% | 163,535 | -70,011 | -30.0% | -$369.10万 | 减仓 |
| IVW | ISHARES TR | $874.17万 | 0.90% | 63,562 | -55,344 | -46.5% | -$761.15万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $894.99万 | 0.92% | 158,461 | -155,659 | -49.6% | -$879.16万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $914.99万 | 0.94% | 21,122 | -24,492 | -53.7% | -$1,060.97万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $949.67万 | 0.98% | 16,355 | -18,817 | -53.5% | -$1,092.63万 | 减仓 |
| META | META PLATFORMS INC | $953.73万 | 0.98% | 16,931 | -15,281 | -47.4% | -$860.78万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,039.44万 | 1.07% | 31,761 | -34,019 | -51.7% | -$1,113.33万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,067.85万 | 1.10% | 28,864 | -26,454 | -47.8% | -$978.69万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $1,087.42万 | 1.12% | 321,436 | -291,260 | -47.5% | -$985.33万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,198.67万 | 1.23% | 10,384 | 4,958 | 91.4% | $572.32万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,325.91万 | 1.36% | 150,877 | -77,165 | -33.8% | -$678.13万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,344.25万 | 1.38% | 26,864 | -24,264 | -47.5% | -$1,214.15万 | 减仓 |
| AMZN | AMAZON COM INC | $1,440.15万 | 1.48% | 60,390 | -57,630 | -48.8% | -$1,374.33万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,645.33万 | 1.69% | 241,924 | -208,318 | -46.3% | -$1,416.77万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,892.77万 | 1.94% | 27,559 | -19,815 | -41.8% | -$1,360.90万 | 减仓 |
| GOOG | ALPHABET INC | $1,909.48万 | 1.96% | 54,042 | -57,474 | -51.5% | -$2,030.74万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,960.92万 | 2.01% | 52,519 | -46,441 | -46.9% | -$1,733.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,328.51万 | 2.39% | 116,374 | -106,960 | -47.9% | -$2,140.14万 | 减仓 |
| IVV | ISHARES TR | $2,356.06万 | 2.42% | 31,461 | -29,925 | -48.7% | -$2,241.03万 | 减仓 |
| AAPL | APPLE INC | $2,566.34万 | 2.63% | 88,697 | -84,481 | -48.8% | -$2,444.35万 | 减仓 |