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 |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | $268.24万 | 0.28% | 16,605 | -18,429 | -52.6% | -$297.71万 | 减仓 |
| EUHY | ISHARES INC | $263.20万 | 0.27% | 48,868 | -42,268 | -46.4% | -$227.65万 | 减仓 |
| IJH | ISHARES TR | $259.83万 | 0.27% | 33,696 | -33,670 | -50.0% | -$259.63万 | 减仓 |
| SFLO | VICTORY PORTFOLIOS II | $258.86万 | 0.27% | 75,691 | -58,167 | -43.5% | -$198.93万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $258.05万 | 0.26% | 9,489 | -8,949 | -48.5% | -$243.37万 | 减仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $255.34万 | 0.26% | 68,073 | -66,075 | -49.3% | -$247.85万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $252.53万 | 0.26% | 68,996 | -40,338 | -36.9% | -$147.64万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $251.53万 | 0.26% | 27,916 | -21,684 | -43.7% | -$195.38万 | 减仓 |
| UL | UNILEVER PLC | $250.92万 | 0.26% | 41,736 | -32,530 | -43.8% | -$195.57万 | 减仓 |
| MBB | ISHARES TR | $248.09万 | 0.25% | 26,247 | -23,981 | -47.7% | -$226.67万 | 减仓 |
| ACWX | ISHARES TR | $246.94万 | 0.25% | 32,445 | -14,419 | -30.8% | -$109.74万 | 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 |
| SPTM | SPDR SERIES TRUST | $239.20万 | 0.25% | 26,346 | -26,638 | -50.3% | -$241.85万 | 减仓 |
| VB | VANGUARD INDEX FDS | $237.27万 | 0.24% | 7,831 | -10,457 | -57.2% | -$316.84万 | 减仓 |
| LIN | LINDE PLC | $235.50万 | 0.24% | 4,538 | -3,924 | -46.4% | -$203.63万 | 减仓 |
| KLAC | KLA CORP | $234.37万 | 0.24% | 7,768 | -8,272 | -51.6% | -$249.58万 | 减仓 |
| DGRO | ISHARES TR | $234.30万 | 0.24% | 30,914 | -31,334 | -50.3% | -$237.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $225.19万 | 0.23% | 8,891 | -10,667 | -54.5% | -$270.17万 | 减仓 |
| KO | COCA COLA CO | $224.35万 | 0.23% | 27,610 | -13,482 | -32.8% | -$109.55万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $222.28万 | 0.23% | 4,328 | -8,506 | -66.3% | -$436.85万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $221.95万 | 0.23% | 15,175 | -12,575 | -45.3% | -$183.92万 | 减仓 |
| FEOE | RBB FUND TRUST | $217.25万 | 0.22% | 40,683 | 40,683 | — | $217.25万 | 新建仓 |
| MTUM | ISHARES TR | $216.31万 | 0.22% | 6,309 | -6,459 | -50.6% | -$221.45万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $212.11万 | 0.22% | 46,362 | -15,112 | -24.6% | -$69.14万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $206.64万 | 0.21% | 50,278 | -60,252 | -54.5% | -$247.64万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $203.80万 | 0.21% | 30,157 | -32,579 | -51.9% | -$220.17万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $203.32万 | 0.21% | 41,084 | -40,808 | -49.8% | -$201.96万 | 减仓 |
| AMGN | AMGEN INC | $202.56万 | 0.21% | 5,594 | -2,244 | -28.6% | -$81.26万 | 减仓 |
| MO | ALTRIA GROUP INC | $199.42万 | 0.20% | 27,718 | -25,612 | -48.0% | -$184.27万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $197.32万 | 0.20% | 46,551 | -103,185 | -68.9% | -$437.39万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $196.91万 | 0.20% | 22,429 | -18,787 | -45.6% | -$164.93万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $196.11万 | 0.20% | 26,711 | -37,821 | -58.6% | -$277.68万 | 减仓 |
| ARKK | ARK ETF TR | $188.99万 | 0.19% | 23,384 | -20,634 | -46.9% | -$166.76万 | 减仓 |
| CFO | VICTORY PORTFOLIOS II | $185.55万 | 0.19% | 23,171 | -23,603 | -50.5% | -$189.01万 | 减仓 |
| B | BARRICK MNG CORP | $183.22万 | 0.19% | 49,884 | -52,384 | -51.2% | -$192.41万 | 减仓 |
| VGT | VANGUARD WORLD FD | $182.64万 | 0.19% | 15,282 | -11,998 | -44.0% | -$143.39万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $181.47万 | 0.19% | 39,761 | -40,231 | -50.3% | -$183.61万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $180.31万 | 0.19% | 56,737 | 42,787 | 306.7% | $135.98万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $179.16万 | 0.18% | 34,009 | -31,711 | -48.3% | -$167.05万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $179.00万 | 0.18% | 39,271 | -57,381 | -59.4% | -$261.54万 | 减仓 |
| BAC | BANK OF AMER CORP | $178.98万 | 0.18% | 31,774 | -89,576 | -73.8% | -$504.58万 | 减仓 |
| MCK | MCKESSON CORP | $174.85万 | 0.18% | 2,314 | -3,142 | -57.6% | -$237.41万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $174.07万 | 0.18% | 35,662 | -36,382 | -50.5% | -$177.58万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $173.78万 | 0.18% | 348,260 | -390,944 | -52.9% | -$195.08万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $173.56万 | 0.18% | 33,519 | -33,671 | -50.1% | -$174.35万 | 减仓 |
| ISPY | PROSHARES TR | $172.62万 | 0.18% | 35,820 | -26,088 | -42.1% | -$125.72万 | 减仓 |
| GOVT | ISHARES TR | $168.65万 | 0.17% | 74,034 | -80,908 | -52.2% | -$184.31万 | 减仓 |
| AON | AON PLC | $167.60万 | 0.17% | 5,053 | 5,053 | — | $167.60万 | 新建仓 |
| PAPR | INNOVATOR ETFS TRUST | $161.80万 | 0.17% | 38,341 | -33,345 | -46.5% | -$140.72万 | 减仓 |
| NYF | ISHARES TR | $161.68万 | 0.17% | 29,993 | -28,369 | -48.6% | -$152.92万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $161.31万 | 0.17% | 10,342 | -9,318 | -47.4% | -$145.34万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $160.10万 | 0.16% | 37,180 | -37,738 | -50.4% | -$162.50万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $159.84万 | 0.16% | 57,250 | -113,368 | -66.4% | -$316.52万 | 减仓 |
| CVNA | CARVANA CO | $159.47万 | 0.16% | 24,228 | -24,132 | -49.9% | -$158.84万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $157.55万 | 0.16% | 26,745 | -27,019 | -50.3% | -$159.17万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $157.19万 | 0.16% | 33,870 | -33,994 | -50.1% | -$157.77万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $156.52万 | 0.16% | 35,293 | -36,795 | -51.0% | -$163.19万 | 减仓 |
| PMAR | INNOVATOR ETFS TRUST | $156.43万 | 0.16% | 32,746 | -29,820 | -47.7% | -$142.45万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $156.31万 | 0.16% | 27,103 | -22,003 | -44.8% | -$126.89万 | 减仓 |
| CI | THE CIGNA GROUP | $156.25万 | 0.16% | 5,668 | -5,904 | -51.0% | -$162.76万 | 减仓 |
| GSK | GSK PLC | $155.40万 | 0.16% | 29,644 | -22,712 | -43.4% | -$119.06万 | 减仓 |
| KGC | KINROSS GOLD CORP | $154.46万 | 0.16% | 65,393 | -66,483 | -50.4% | -$157.03万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $153.95万 | 0.16% | 8,080 | -8,090 | -50.0% | -$154.14万 | 减仓 |
| CVS | CVS HEALTH CORP | $153.88万 | 0.16% | 14,881 | -16,327 | -52.3% | -$168.84万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $153.58万 | 0.16% | 11,231 | -11,209 | -50.0% | -$153.28万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $152.74万 | 0.16% | 3,075 | -3,049 | -49.8% | -$151.45万 | 减仓 |
| SOXX | ISHARES TR | $152.20万 | 0.16% | 2,375 | -2,079 | -46.7% | -$133.23万 | 减仓 |
| WELL | WELLTOWER INC | $148.99万 | 0.15% | 6,564 | -5,570 | -45.9% | -$126.43万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $148.31万 | 0.15% | 16,129 | -4,449 | -21.6% | -$40.91万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $147.69万 | 0.15% | 13,684 | 3,132 | 29.7% | $33.80万 | 加仓 |
| APH | AMPHENOL CORP | $146.77万 | 0.15% | 8,324 | -8,376 | -50.2% | -$147.69万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $145.50万 | 0.15% | 35,229 | -30,233 | -46.2% | -$124.86万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $145.06万 | 0.15% | 31,610 | -32,854 | -51.0% | -$150.77万 | 减仓 |
| AIQ | GLOBAL X FDS | $142.65万 | 0.15% | 21,742 | -21,356 | -49.6% | -$140.12万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $141.09万 | 0.14% | 50,301 | 50,301 | — | $141.09万 | 新建仓 |
| UITB | VICTORY PORTFOLIOS II | $139.53万 | 0.14% | 29,776 | -22,820 | -43.4% | -$106.94万 | 减仓 |
| IONQ | IONQ INC | $139.49万 | 0.14% | 26,190 | -26,410 | -50.2% | -$140.66万 | 减仓 |
| VMI | VALMONT INDS INC | $138.16万 | 0.14% | 2,392 | -638 | -21.1% | -$36.85万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $134.17万 | 0.14% | 4,788 | -5,350 | -52.8% | -$149.92万 | 减仓 |
| MRK | MERCK & CO INC | $131.99万 | 0.14% | 10,279 | -11,053 | -51.8% | -$141.93万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $131.64万 | 0.14% | 30,450 | -24,240 | -44.3% | -$104.79万 | 减仓 |
| XBI | SPDR SERIES TRUST | $129.16万 | 0.13% | 8,162 | -8,160 | -50.0% | -$129.13万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $128.98万 | 0.13% | 23,648 | -23,902 | -50.3% | -$130.36万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $126.84万 | 0.13% | 10,020 | -9,256 | -48.0% | -$117.17万 | 减仓 |
| QCOM | QUALCOMM INC | $125.85万 | 0.13% | 6,816 | -6,930 | -50.4% | -$127.96万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $125.62万 | 0.13% | 215,474 | -174,618 | -44.8% | -$101.80万 | 减仓 |
| ITA | ISHARES TR | $125.53万 | 0.13% | 5,178 | -13,520 | -72.3% | -$327.76万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $124.83万 | 0.13% | 3,139 | -2,703 | -46.3% | -$107.49万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $123.30万 | 0.13% | 36,534 | -37,270 | -50.5% | -$125.79万 | 减仓 |
| GDX | VANECK ETF TRUST | $122.97万 | 0.13% | 16,298 | -16,266 | -50.0% | -$122.73万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $120.86万 | 0.12% | 16,749 | -14,703 | -46.7% | -$106.10万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $119.97万 | 0.12% | 29,835 | -26,617 | -47.1% | -$107.03万 | 减仓 |
| OEF | ISHARES TR | $119.73万 | 0.12% | 3,273 | -907 | -21.7% | -$33.18万 | 减仓 |
| ESGU | ISHARES TR | $119.13万 | 0.12% | 7,279 | -4,041 | -35.7% | -$66.14万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $119.03万 | 0.12% | 23,669 | 23,669 | — | $119.03万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $118.62万 | 0.12% | 61,400 | -62,060 | -50.3% | -$119.90万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $118.24万 | 0.12% | 25,677 | -25,777 | -50.1% | -$118.70万 | 减仓 |
| EFV | ISHARES TR | $117.66万 | 0.12% | 15,370 | -51,542 | -77.0% | -$394.55万 | 减仓 |
| ETR | ENTERGY CORP NEW | $116.54万 | 0.12% | 10,146 | -12,320 | -54.8% | -$141.51万 | 减仓 |
| VLO | VALERO ENERGY CORP | $115.17万 | 0.12% | 4,422 | -6,636 | -60.0% | -$172.84万 | 减仓 |