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 |
|---|---|---|---|---|---|---|---|---|
| BLK | BLACKROCK INC | $216.24万 | 0.12% | 2,248 | 1,080 | 92.5% | $103.89万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $214.91万 | 0.12% | 16,170 | 7,474 | 85.9% | $99.33万 | 加仓 |
| COWZ | PACER FDS TR | $212.37万 | 0.12% | 33,946 | 16,147 | 90.7% | $101.02万 | 加仓 |
| APH | AMPHENOL CORP | $211.01万 | 0.12% | 16,700 | 8,571 | 105.4% | $108.30万 | 加仓 |
| XBI | SPDR SERIES TRUST | $208.48万 | 0.12% | 16,322 | 8,861 | 118.8% | $113.18万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $206.18万 | 0.12% | 10,424 | 8,411 | 417.8% | $166.36万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $205.49万 | 0.12% | 7,074 | 3,559 | 101.3% | $103.38万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $205.44万 | 0.12% | 5,244 | 2,781 | 112.9% | $108.95万 | 加仓 |
| AIQ | GLOBAL X FDS | $201.14万 | 0.11% | 43,098 | 22,067 | 104.9% | $102.99万 | 加仓 |
| NOW | SERVICENOW INC | $200.53万 | 0.11% | 19,180 | 11,173 | 139.5% | $116.81万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $200.42万 | 0.11% | 11,612 | 6,671 | 135.0% | $115.14万 | 加仓 |
| MCD | MCDONALDS CORP | $196.55万 | 0.11% | 6,324 | 587 | 10.2% | $18.24万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $196.34万 | 0.11% | 43,514 | 21,983 | 102.1% | $99.19万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $196.22万 | 0.11% | 390,092 | 209,846 | 116.4% | $105.55万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $191.15万 | 0.11% | 56,452 | 28,127 | 99.3% | $95.24万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $190.82万 | 0.11% | 35,304 | 21,218 | 150.6% | $114.68万 | 加仓 |
| PATH | UIPATH INC | $185.93万 | 0.10% | 167,504 | 94,143 | 128.3% | $104.50万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $183.35万 | 0.10% | 60,116 | 31,314 | 108.7% | $95.51万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $183.32万 | 0.10% | 5,426 | 2,726 | 101.0% | $92.10万 | 加仓 |
| UNP | UNION PAC CORP | $180.83万 | 0.10% | 7,454 | 3,880 | 108.6% | $94.13万 | 加仓 |
| INTU | INTUIT | $180.13万 | 0.10% | 4,166 | 2,220 | 114.1% | $95.99万 | 加仓 |
| QYLD | GLOBAL X FDS | $179.68万 | 0.10% | 104,770 | 51,956 | 98.4% | $89.10万 | 加仓 |
| QCOM | QUALCOMM INC | $177.02万 | 0.10% | 13,746 | -651 | -4.5% | -$8.38万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $176.23万 | 0.10% | 20,578 | 20,578 | — | $176.23万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $175.74万 | 0.10% | 6,294 | 5,254 | 505.2% | $146.70万 | 加仓 |
| SHLD | GLOBAL X FDS | $174.32万 | 0.10% | 24,608 | 17,163 | 230.5% | $121.58万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $173.34万 | 0.10% | 123,460 | 63,331 | 105.3% | $88.92万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $173.08万 | 0.10% | 18,438 | 9,622 | 109.1% | $90.32万 | 加仓 |
| ETN | EATON CORP PLC | $171.52万 | 0.10% | 4,796 | 1,670 | 53.4% | $59.72万 | 加仓 |
| IEFA | ISHARES TR | $169.99万 | 0.10% | 18,778 | 9,946 | 112.6% | $90.04万 | 加仓 |
| MS | MORGAN STANLEY | $164.22万 | 0.09% | 9,978 | 5,132 | 105.9% | $84.47万 | 加仓 |
| T | AT&T INC | $164.21万 | 0.09% | 56,646 | -1,034 | -1.8% | -$3.00万 | 减仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $163.44万 | 0.09% | 29,050 | 15,375 | 112.4% | $86.50万 | 加仓 |
| IUSG | ISHARES TR | $163.21万 | 0.09% | 10,522 | 5,274 | 100.5% | $81.81万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $163.04万 | 0.09% | 28,816 | 16,175 | 128.0% | $91.52万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $160.22万 | 0.09% | 32,844 | 17,314 | 111.5% | $84.46万 | 加仓 |
| ESGU | ISHARES TR | $160.09万 | 0.09% | 11,320 | 5,520 | 95.2% | $78.07万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $159.67万 | 0.09% | 50,722 | 26,571 | 110.0% | $83.65万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $159.54万 | 0.09% | 58,098 | 31,865 | 121.5% | $87.50万 | 加仓 |
| CSCO | CISCO SYS INC | $158.13万 | 0.09% | 20,380 | -4,136 | -16.9% | -$32.09万 | 减仓 |
| — | HONEYWELL INTL INC | $157.37万 | 0.09% | 6,962 | 2,932 | 72.8% | $66.28万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $155.95万 | 0.09% | 13,572 | 6,943 | 104.7% | $79.78万 | 加仓 |
| — | ADVISORSHARES TR | $155.34万 | 0.09% | 23,986 | 11,993 | 100.0% | $77.67万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $153.73万 | 0.09% | 18,926 | 12,098 | 177.2% | $98.27万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $152.77万 | 0.09% | 34,064 | 18,383 | 117.2% | $82.45万 | 加仓 |
| IONQ | IONQ INC | $151.65万 | 0.09% | 52,600 | 31,993 | 155.3% | $92.24万 | 加仓 |
| MTB | M & T BK CORP | $151.45万 | 0.09% | 7,326 | 3,677 | 100.8% | $76.02万 | 加仓 |
| EIX | EDISON INTL | $150.31万 | 0.08% | 20,540 | 10,283 | 100.3% | $75.25万 | 重新持有 |
| ADBE | ADOBE INC | $149.30万 | 0.08% | 6,142 | 5,459 | 799.3% | $132.70万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $147.69万 | 0.08% | 31,484 | 20,262 | 180.6% | $95.05万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $146.97万 | 0.08% | 1,738 | 865 | 99.1% | $73.15万 | 加仓 |
| ALLE | ALLEGION PLC | $146.95万 | 0.08% | 10,114 | 4,361 | 75.8% | $63.36万 | 加仓 |
| NUE | NUCOR CORP | $146.48万 | 0.08% | 8,662 | 5,684 | 190.9% | $96.12万 | 加仓 |
| SOXX | ISHARES TR | $146.38万 | 0.08% | 4,454 | 2,374 | 114.1% | $78.02万 | 加仓 |
| GCOR | GOLDMAN SACHS ETF TR | $146.03万 | 0.08% | 35,342 | 17,671 | 100.0% | $73.02万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $143.91万 | 0.08% | 5,318 | 1,975 | 59.1% | $53.45万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $142.02万 | 0.08% | 19,538 | 10,585 | 118.2% | $76.94万 | 加仓 |
| SRE | SEMPRA | $141.81万 | 0.08% | 14,594 | 6,969 | 91.4% | $67.72万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $140.54万 | 0.08% | 39,588 | 22,422 | 130.6% | $79.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $139.99万 | 0.08% | 36,024 | 18,012 | 100.0% | $69.99万 | 加仓 |
| SYY | SYSCO CORP | $139.55万 | 0.08% | 19,564 | 19,564 | — | $139.55万 | 新建仓 |
| FIVA | FIDELITY COVINGTON TRUST | $138.41万 | 0.08% | 39,760 | 22,067 | 124.7% | $76.82万 | 加仓 |
| GLDM | WORLD GOLD TR | $137.40万 | 0.08% | 14,824 | 1,045 | 7.6% | $9.69万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $135.79万 | 0.08% | 5,276 | 2,911 | 123.1% | $74.92万 | 加仓 |
| GPC | GENUINE PARTS CO | $135.10万 | 0.08% | 12,776 | 6,700 | 110.3% | $70.85万 | 加仓 |
| URA | GLOBAL X FDS | $134.18万 | 0.08% | 27,706 | 14,486 | 109.6% | $70.16万 | 加仓 |
| EWZ | ISHARES INC | $133.63万 | 0.08% | 34,810 | 14,741 | 73.5% | $56.59万 | 加仓 |
| OEF | ISHARES TR | $132.93万 | 0.07% | 4,180 | 570 | 15.8% | $18.13万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $131.39万 | 0.07% | 17,040 | 12,663 | 289.3% | $97.64万 | 加仓 |
| TJX | TJX COS INC NEW | $131.34万 | 0.07% | 8,224 | 4,270 | 108.0% | $68.19万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $130.68万 | 0.07% | 38,698 | 20,482 | 112.4% | $69.17万 | 加仓 |
| APP | APPLOVIN CORP | $130.07万 | 0.07% | 3,268 | 1,808 | 123.8% | $71.96万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $127.99万 | 0.07% | 14,286 | 7,141 | 99.9% | $63.98万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $126.85万 | 0.07% | 2,098 | 1,098 | 109.8% | $66.39万 | 加仓 |
| COO | COOPER COS INC | $125.47万 | 0.07% | 17,548 | 9,502 | 118.1% | $67.94万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $124.52万 | 0.07% | 119,390 | 58,529 | 96.2% | $61.05万 | 加仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $122.31万 | 0.07% | 64,372 | 15,754 | 32.4% | $29.93万 | 加仓 |
| VMI | VALMONT INDS INC | $121.07万 | 0.07% | 3,030 | 551 | 22.2% | $22.02万 | 加仓 |
| AVY | AVERY DENNISON CORP 看涨期权 | $120.88万 | 0.07% | 7,000 | 7,000 | — | $120.88万 | 新建仓 |
| CIB | GRUPO CIBEST SA | $120.66万 | 0.07% | 16,572 | 8,343 | 101.4% | $60.75万 | 加仓 |
| WAT | WATERS CORP | $120.43万 | 0.07% | 4,044 | 4,044 | — | $120.43万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $119.35万 | 0.07% | 35,480 | 25,118 | 242.4% | $84.50万 | 加仓 |
| AMLP | ALPS ETF TR | $117.39万 | 0.07% | 22,300 | 11,150 | 100.0% | $58.69万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $115.47万 | 0.07% | 18,402 | 3,150 | 20.7% | $19.77万 | 加仓 |
| IWB | ISHARES TR | $114.59万 | 0.06% | 3,214 | 1,562 | 94.6% | $55.69万 | 加仓 |
| KEY | KEYCORP | $114.13万 | 0.06% | 56,924 | 56,924 | — | $114.13万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $113.44万 | 0.06% | 5,744 | 4,920 | 597.1% | $97.17万 | 加仓 |
| EFG | ISHARES TR | $111.50万 | 0.06% | 10,012 | 7,772 | 347.0% | $86.55万 | 加仓 |
| SIXD | AIM ETF PRODUCTS TRUST | $110.71万 | 0.06% | 39,148 | 20,775 | 113.1% | $58.75万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $110.04万 | 0.06% | 10,408 | 5,660 | 119.2% | $59.84万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $108.09万 | 0.06% | 17,644 | 7,627 | 76.1% | $46.72万 | 加仓 |
| — | BANK AMERICA CORP | $107.96万 | 0.06% | 906 | 453 | 100.0% | $53.98万 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $107.28万 | 0.06% | 15,296 | 7,366 | 92.9% | $51.66万 | 加仓 |
| — | WELLS FARGO & CO | $106.49万 | 0.06% | 922 | 461 | 100.0% | $53.25万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $105.74万 | 0.06% | 14,804 | 7,423 | 100.6% | $53.02万 | 加仓 |
| INGR | INGREDION INC | $105.62万 | 0.06% | 9,374 | 3,561 | 61.3% | $40.12万 | 加仓 |
| PTLC | PACER FDS TR | $105.56万 | 0.06% | 20,122 | 10,105 | 100.9% | $53.01万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $105.34万 | 0.06% | 66,332 | 50,266 | 312.9% | $79.82万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $103.52万 | 0.06% | 3,424 | 1,937 | 130.3% | $58.56万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $103.33万 | 0.06% | 5,384 | 3,552 | 193.9% | $68.17万 | 加仓 |