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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $485.71万 | 0.27% | 33,016 | 6,803 | 26.0% | $100.08万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $481.59万 | 0.27% | 134,148 | 104,027 | 345.4% | $373.46万 | 加仓 |
| VB | VANGUARD INDEX FDS | $479.01万 | 0.27% | 18,288 | 9,142 | 100.0% | $239.45万 | 加仓 |
| EUHY | ISHARES INC | $478.14万 | 0.27% | 91,136 | 46,938 | 106.2% | $246.26万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $478.10万 | 0.27% | 19,558 | 385 | 2.0% | $9.41万 | 加仓 |
| MBB | ISHARES TR | $476.91万 | 0.27% | 50,228 | 25,931 | 106.7% | $246.21万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $475.22万 | 0.27% | 64,532 | 35,023 | 118.7% | $257.91万 | 加仓 |
| MCK | MCKESSON CORP | $472.12万 | 0.27% | 5,456 | 2,955 | 118.2% | $255.70万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $467.28万 | 0.26% | 55,032 | 31,883 | 137.7% | $270.72万 | 加仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $455.34万 | 0.26% | 167,588 | 78,311 | 87.7% | $212.77万 | 加仓 |
| IJH | ISHARES TR | $454.92万 | 0.26% | 67,366 | 34,387 | 104.3% | $232.22万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $443.25万 | 0.25% | 96,652 | 51,560 | 114.3% | $236.45万 | 加仓 |
| DGRO | ISHARES TR | $436.86万 | 0.25% | 62,248 | 31,358 | 101.5% | $220.07万 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $429.27万 | 0.24% | 170,618 | 79,970 | 88.2% | $201.20万 | 加仓 |
| UL | UNILEVER PLC | $423.09万 | 0.24% | 74,266 | 39,393 | 113.0% | $224.42万 | 加仓 |
| LIN | LINDE PLC | $419.52万 | 0.24% | 8,462 | 6,186 | 271.8% | $306.68万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $418.89万 | 0.24% | 52,984 | 26,432 | 99.5% | $208.97万 | 加仓 |
| B | BARRICK MNG CORP | $417.15万 | 0.24% | 102,268 | 47,859 | 88.0% | $195.22万 | 加仓 |
| ITA | ISHARES TR | $409.04万 | 0.23% | 18,698 | 9,832 | 110.9% | $215.09万 | 加仓 |
| KGC | KINROSS GOLD CORP | $402.49万 | 0.23% | 131,876 | 63,821 | 93.8% | $194.78万 | 加仓 |
| SFLO | VICTORY PORTFOLIOS II | $401.98万 | 0.23% | 133,858 | 61,191 | 84.2% | $183.76万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $400.94万 | 0.23% | 62,736 | 31,246 | 99.2% | $199.69万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $393.38万 | 0.22% | 110,530 | 49,546 | 81.2% | $176.33万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $392.76万 | 0.22% | 35,034 | 17,709 | 102.2% | $198.53万 | 加仓 |
| BXP | BXP INC | $388.13万 | 0.22% | 74,784 | 74,784 | — | $388.13万 | 新建仓 |
| IYW | ISHARES TR | $387.40万 | 0.22% | 21,354 | 10,783 | 102.0% | $195.62万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $382.82万 | 0.22% | 41,216 | 28,936 | 235.6% | $268.76万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $379.46万 | 0.21% | 75,170 | 38,696 | 106.1% | $195.34万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $377.77万 | 0.21% | 81,892 | 46,729 | 132.9% | $215.56万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $376.99万 | 0.21% | 739,204 | 380,352 | 106.0% | $193.98万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $372.94万 | 0.21% | 49,600 | 26,325 | 113.1% | $197.93万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $355.91万 | 0.20% | 27,750 | 14,802 | 114.3% | $189.85万 | 加仓 |
| GOVT | ISHARES TR | $354.97万 | 0.20% | 154,942 | 154,942 | — | $354.97万 | 新建仓 |
| MO | ALTRIA GROUP INC | $351.93万 | 0.20% | 53,330 | 24,699 | 86.3% | $162.99万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $351.54万 | 0.20% | 109,334 | 109,334 | — | $351.54万 | 新建仓 |
| CFO | VICTORY PORTFOLIOS II | $346.84万 | 0.20% | 46,774 | 23,337 | 99.6% | $173.05万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $341.73万 | 0.19% | 79,992 | 39,996 | 100.0% | $170.86万 | 加仓 |
| FTNT | FORTINET INC | $336.33万 | 0.19% | 41,156 | 20,932 | 103.5% | $171.06万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $331.17万 | 0.19% | 72,044 | 35,472 | 97.0% | $163.06万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $324.72万 | 0.18% | 65,720 | 33,714 | 105.3% | $166.58万 | 加仓 |
| LLY | ELI LILLY & CO | $324.11万 | 0.18% | 3,524 | 1,849 | 110.4% | $170.06万 | 加仓 |
| ACWX | ISHARES TR | $320.88万 | 0.18% | 46,864 | 46,864 | — | $320.88万 | 新建仓 |
| RPM | RPM INTL INC | $317.18万 | 0.18% | 31,910 | 15,944 | 99.9% | $158.48万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $315.19万 | 0.18% | 67,190 | 33,352 | 98.6% | $156.46万 | 加仓 |
| KO | COCA COLA CO | $312.51万 | 0.18% | 41,092 | 21,449 | 109.2% | $163.12万 | 加仓 |
| NYF | ISHARES TR | $310.02万 | 0.17% | 58,362 | 31,210 | 114.9% | $165.79万 | 加仓 |
| CI | THE CIGNA GROUP | $308.71万 | 0.17% | 11,572 | 5,446 | 88.9% | $145.28万 | 加仓 |
| MTUM | ISHARES TR | $306.43万 | 0.17% | 12,768 | 6,388 | 100.1% | $153.31万 | 加仓 |
| CVNA | CARVANA CO | $304.07万 | 0.17% | 9,672 | 9,672 | — | $304.07万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $300.42万 | 0.17% | 74,918 | 39,931 | 114.1% | $160.12万 | 加仓 |
| GDX | VANECK ETF TRUST | $298.85万 | 0.17% | 32,564 | 11,264 | 52.9% | $103.37万 | 加仓 |
| ARKK | ARK ETF TR | $297.52万 | 0.17% | 44,018 | 21,917 | 99.2% | $148.14万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $294.55万 | 0.17% | 72,088 | 36,350 | 101.7% | $148.53万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $294.35万 | 0.17% | 177,214 | 86,232 | 94.8% | $143.23万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $294.14万 | 0.17% | 22,440 | 12,620 | 128.5% | $165.42万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $292.56万 | 0.16% | 67,864 | 33,342 | 96.6% | $143.74万 | 加仓 |
| PFE | PFIZER INC | $290.52万 | 0.16% | 103,460 | 77,831 | 303.7% | $218.55万 | 加仓 |
| GSK | GSK PLC | $288.95万 | 0.16% | 52,356 | 28,315 | 117.8% | $156.27万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $285.31万 | 0.16% | 71,686 | 35,443 | 97.8% | $141.06万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $279.17万 | 0.16% | 62,566 | 32,658 | 109.2% | $145.72万 | 加仓 |
| AMGN | AMGEN INC | $275.77万 | 0.16% | 7,838 | 5,888 | 301.9% | $207.16万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $275.73万 | 0.16% | 53,764 | 28,105 | 109.5% | $144.14万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $273.97万 | 0.15% | 64,464 | 33,557 | 108.6% | $142.62万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $273.46万 | 0.15% | 6,124 | 3,090 | 101.8% | $137.98万 | 加仓 |
| VLO | VALERO ENERGY CORP | $273.20万 | 0.15% | 11,058 | 2,805 | 34.0% | $69.30万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $269.70万 | 0.15% | 51,936 | 19,457 | 59.9% | $101.04万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $269.31万 | 0.15% | 5,842 | 2,999 | 105.5% | $138.25万 | 加仓 |
| ISPY | PROSHARES TR | $268.37万 | 0.15% | 61,908 | 32,631 | 111.5% | $141.46万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $267.80万 | 0.15% | 33,234 | 19,881 | 148.9% | $160.20万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $262.80万 | 0.15% | 18,194 | 10,539 | 137.7% | $152.23万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $261.46万 | 0.15% | 65,462 | 32,231 | 97.0% | $128.73万 | 加仓 |
| F | FORD MTR CO | $260.66万 | 0.15% | 225,876 | 128,730 | 132.5% | $148.55万 | 加仓 |
| MRK | MERCK & CO INC | $256.61万 | 0.14% | 21,332 | 11,399 | 114.8% | $137.12万 | 加仓 |
| TGT | TARGET CORP | $254.48万 | 0.14% | 20,996 | 15,886 | 310.9% | $192.55万 | 加仓 |
| ETR | ENTERGY CORP NEW | $252.43万 | 0.14% | 22,466 | 6,128 | 37.5% | $68.86万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $252.41万 | 0.14% | 19,276 | 10,080 | 109.6% | $131.99万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $249.00万 | 0.14% | 19,660 | 10,252 | 109.0% | $129.85万 | 加仓 |
| TFC | TRUIST FINL CORP | $247.79万 | 0.14% | 53,902 | 28,918 | 115.7% | $132.94万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $247.29万 | 0.14% | 52,596 | 28,100 | 114.7% | $132.12万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $245.74万 | 0.14% | 10,138 | 5,622 | 124.5% | $136.27万 | 加仓 |
| PEP | PEPSICO INC | $245.25万 | 0.14% | 15,792 | 7,542 | 91.4% | $117.13万 | 加仓 |
| IAGG | ISHARES TR | $243.91万 | 0.14% | 48,742 | 26,031 | 114.6% | $130.26万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $242.70万 | 0.14% | 61,474 | 61,474 | — | $242.70万 | 新建仓 |
| WELL | WELLTOWER INC | $239.90万 | 0.14% | 12,134 | 8,573 | 240.7% | $169.50万 | 加仓 |
| VGT | VANGUARD WORLD FD | $237.93万 | 0.13% | 3,410 | 1,869 | 121.3% | $130.41万 | 加仓 |
| ES | EVERSOURCE ENERGY | $237.78万 | 0.13% | 34,322 | 24,462 | 248.1% | $169.47万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $237.28万 | 0.13% | 49,106 | 27,260 | 124.8% | $131.72万 | 加仓 |
| KLAC | KLA CORP | $236.18万 | 0.13% | 1,604 | 847 | 111.9% | $124.71万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $234.36万 | 0.13% | 6,168 | 3,193 | 107.3% | $121.32万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $232.23万 | 0.13% | 30,922 | 6,265 | 25.4% | $47.05万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $230.72万 | 0.13% | 73,804 | 34,257 | 86.6% | $107.09万 | 加仓 |
| — | WEBSTER FINL CORP | $229.35万 | 0.13% | 33,038 | 16,132 | 95.4% | $111.99万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $228.75万 | 0.13% | 54,690 | 27,345 | 100.0% | $114.38万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $228.42万 | 0.13% | 55,630 | 55,630 | — | $228.42万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $226.23万 | 0.13% | 31,452 | 16,173 | 105.9% | $116.33万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $226.20万 | 0.13% | 47,550 | 24,316 | 104.7% | $115.67万 | 加仓 |
| CVS | CVS HEALTH CORP | $224.14万 | 0.13% | 31,208 | 15,746 | 101.8% | $113.09万 | 加仓 |
| BA | BOEING CO | $223.71万 | 0.13% | 11,240 | 5,726 | 103.8% | $113.96万 | 加仓 |
| GLD | SPDR GOLD TR | $222.89万 | 0.13% | 5,180 | 2,072 | 66.7% | $89.16万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $221.56万 | 0.12% | 51,454 | 25,227 | 96.2% | $108.63万 | 加仓 |