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 |
|---|---|---|---|---|---|---|---|---|
| LCTU | BLACKROCK ETF TRUST | $53.28万 | 0.05% | 6,647 | -8,649 | -56.5% | -$69.33万 | 减仓 |
| CDC | VICTORY PORTFOLIOS II | $52.76万 | 0.05% | 7,095 | -7,709 | -52.1% | -$57.33万 | 减仓 |
| — | WEBSTER FINL CORP | $52.69万 | 0.05% | 6,895 | -26,143 | -79.1% | -$199.79万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $52.50万 | 0.05% | 19,394 | -17,606 | -47.6% | -$47.66万 | 减仓 |
| IWR | ISHARES TR | $51.68万 | 0.05% | 4,693 | -3,131 | -40.0% | -$34.48万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $51.29万 | 0.05% | 18,516 | -2,972 | -13.8% | -$8.23万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $50.78万 | 0.05% | 997 | -1,101 | -52.5% | -$56.08万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $49.00万 | 0.05% | 9,703 | -10,927 | -53.0% | -$55.18万 | 减仓 |
| CFA | VICTORY PORTFOLIOS II | $47.57万 | 0.05% | 4,815 | -4,645 | -49.1% | -$45.89万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $47.47万 | 0.05% | 25,466 | -25,766 | -50.3% | -$48.03万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $47.37万 | 0.05% | 9,050 | -42,886 | -82.6% | -$224.47万 | 减仓 |
| INTU | INTUIT | $47.33万 | 0.05% | 1,813 | -2,353 | -56.5% | -$61.43万 | 减仓 |
| IEF | ISHARES TR | $47.02万 | 0.05% | 4,972 | 2,496 | 100.8% | $23.60万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $46.94万 | 0.05% | 8,838 | -8,806 | -49.9% | -$46.77万 | 减仓 |
| ADBE | ADOBE INC | $46.77万 | 0.05% | 2,281 | -3,861 | -62.9% | -$79.16万 | 减仓 |
| GCOR | GOLDMAN SACHS ETF TR | $46.73万 | 0.05% | 11,352 | -23,990 | -67.9% | -$98.75万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $46.38万 | 0.05% | 10,196 | -8,534 | -45.6% | -$38.82万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $46.06万 | 0.05% | 1,004 | -1,004 | -50.0% | -$46.06万 | 减仓 |
| INGR | INGREDION INC | $45.98万 | 0.05% | 4,855 | -4,519 | -48.2% | -$42.80万 | 减仓 |
| CSX | CSX CORP | $45.78万 | 0.05% | 9,853 | -9,993 | -50.4% | -$46.43万 | 减仓 |
| VFC | V F CORP | $45.73万 | 0.05% | 27,415 | -28,073 | -50.6% | -$46.83万 | 减仓 |
| SMH | VANECK ETF TRUST | $45.65万 | 0.05% | 696 | -470 | -40.3% | -$30.83万 | 减仓 |
| SCI | SERVICE CORP INTL | $45.64万 | 0.05% | 6,009 | 6,009 | — | $45.64万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $45.54万 | 0.05% | 4,380 | -3,290 | -42.9% | -$34.21万 | 减仓 |
| OKLO | OKLO INC | $45.30万 | 0.05% | 8,656 | -8,542 | -49.7% | -$44.70万 | 减仓 |
| GLW | CORNING INC | $45.28万 | 0.05% | 1,839 | -1,765 | -49.0% | -$43.46万 | 减仓 |
| GNMA | ISHARES TR | $44.75万 | 0.05% | 10,117 | -2,109 | -17.3% | -$9.33万 | 减仓 |
| AFL | AFLAC INC | $44.66万 | 0.05% | 3,809 | -3,737 | -49.5% | -$43.82万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $44.01万 | 0.05% | 12,841 | -11,897 | -48.1% | -$40.77万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $43.61万 | 0.04% | 6,018 | -6,106 | -50.4% | -$44.25万 | 减仓 |
| DEO | DIAGEO PLC | $43.48万 | 0.04% | 5,409 | -5,093 | -48.5% | -$40.94万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $43.21万 | 0.04% | 1,118 | -1,118 | -50.0% | -$43.21万 | 减仓 |
| IWF | ISHARES TR | $43.17万 | 0.04% | 3,476 | -3,596 | -50.8% | -$44.66万 | 减仓 |
| PAAA | PGIM ETF TR | $42.40万 | 0.04% | 8,270 | -8,190 | -49.8% | -$41.99万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $42.34万 | 0.04% | 3,827 | -3,883 | -50.4% | -$42.96万 | 减仓 |
| BNDC | FLEXSHARES TR | $42.19万 | 0.04% | 19,095 | 125 | 0.7% | $2,762 | 加仓 |
| BX | BLACKSTONE INC | $41.93万 | 0.04% | 3,563 | -3,009 | -45.8% | -$35.41万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $41.40万 | 0.04% | 13,133 | -13,133 | -50.0% | -$41.40万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $41.25万 | 0.04% | 2,999 | 2,999 | — | $41.25万 | 新建仓 |
| UNM | UNUM GROUP | $41.20万 | 0.04% | 4,608 | -4,574 | -49.8% | -$40.89万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $41.00万 | 0.04% | 642 | -574 | -47.2% | -$36.65万 | 减仓 |
| ZTS | ZOETIS INC | $40.78万 | 0.04% | 5,665 | 5,665 | — | $40.78万 | 新建仓 |
| DVY | ISHARES TR | $40.78万 | 0.04% | 2,609 | -2,665 | -50.5% | -$41.65万 | 减仓 |
| DSI | ISHARES TR | $40.10万 | 0.04% | 2,816 | -4,312 | -60.5% | -$61.40万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $39.97万 | 0.04% | 7,782 | -7,782 | -50.0% | -$39.97万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $39.96万 | 0.04% | 409 | -463 | -53.1% | -$45.24万 | 减仓 |
| TXN | TEXAS INSTRS INC | $39.79万 | 0.04% | 1,336 | -1,470 | -52.4% | -$43.78万 | 减仓 |
| TIP | ISHARES TR | $39.39万 | 0.04% | 3,599 | -3,397 | -48.6% | -$37.18万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $39.34万 | 0.04% | 1,621 | -1,795 | -52.5% | -$43.56万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $39.30万 | 0.04% | 2,965 | -3,101 | -51.1% | -$41.10万 | 减仓 |
| SUB | ISHARES TR | $39.27万 | 0.04% | 3,687 | -3,687 | -50.0% | -$39.27万 | 减仓 |
| BIO | BIO RAD LABS INC | $39.14万 | 0.04% | 1,333 | -1,199 | -47.4% | -$35.20万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $38.95万 | 0.04% | 5,771 | -5,687 | -49.6% | -$38.38万 | 减仓 |
| SYK | STRYKER CORPORATION | $38.67万 | 0.04% | 1,228 | -1,132 | -48.0% | -$35.64万 | 减仓 |
| IVLU | ISHARES TR | $38.66万 | 0.04% | 9,245 | -13,979 | -60.2% | -$58.46万 | 减仓 |
| DECW | AIM ETF PRODUCTS TRUST | $38.48万 | 0.04% | 10,795 | -10,795 | -50.0% | -$38.48万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $38.09万 | 0.04% | 10,543 | -11,555 | -52.3% | -$41.75万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $37.82万 | 0.04% | 8,862 | -9,540 | -51.8% | -$40.72万 | 减仓 |
| BMOP | BNY MELLON ETF TRUST II | $37.20万 | 0.04% | 14,757 | 14,757 | — | $37.20万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $37.07万 | 0.04% | 15,454 | -19,380 | -55.6% | -$46.49万 | 减仓 |
| CLS | CELESTICA INC | $36.84万 | 0.04% | 1,010 | -780 | -43.6% | -$28.45万 | 减仓 |
| HYG | ISHARES TR | $36.84万 | 0.04% | 4,607 | -2,665 | -36.6% | -$21.31万 | 减仓 |
| PFE | PFIZER INC | $36.80万 | 0.04% | 15,207 | -88,253 | -85.3% | -$213.57万 | 减仓 |
| ITOT | ISHARES TR | $36.66万 | 0.04% | 2,232 | -3,242 | -59.2% | -$53.25万 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $36.55万 | 0.04% | 7,204 | -7,104 | -49.7% | -$36.05万 | 减仓 |
| PCMM | BONDBLOXX ETF TRUST | $36.21万 | 0.04% | 7,261 | -7,179 | -49.7% | -$35.80万 | 减仓 |
| SEIE | SEI EXCHANGE TRADED FUNDS | $36.16万 | 0.04% | 10,187 | -10,207 | -50.0% | -$36.23万 | 减仓 |
| CIEN | CIENA CORP | $35.81万 | 0.04% | 730 | -740 | -50.3% | -$36.30万 | 减仓 |
| TLH | ISHARES TR | $35.23万 | 0.04% | 3,511 | -5,795 | -62.3% | -$58.15万 | 减仓 |
| SNDK | SANDISK CORP | $34.79万 | 0.04% | 153 | 153 | — | $34.79万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $34.41万 | 0.04% | 3,656 | -3,640 | -49.9% | -$34.26万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $33.71万 | 0.03% | 1,552 | -1,978 | -56.0% | -$42.97万 | 减仓 |
| — | VOYAGER THERAPEUTICS INC | $33.62万 | 0.03% | 96,050 | -109,682 | -53.3% | -$38.39万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $33.50万 | 0.03% | 1,670 | -1,816 | -52.1% | -$36.43万 | 减仓 |
| EZU | ISHARES INC | $32.60万 | 0.03% | 4,690 | -478 | -9.2% | -$3.32万 | 减仓 |
| IAGG | ISHARES TR | $32.03万 | 0.03% | 6,331 | -42,411 | -87.0% | -$214.60万 | 减仓 |
| IEV | ISHARES TR | $31.43万 | 0.03% | 4,315 | -4,315 | -50.0% | -$31.43万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $31.35万 | 0.03% | 326 | -4,918 | -93.8% | -$472.92万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $31.24万 | 0.03% | 6,810 | -6,810 | -50.0% | -$31.24万 | 减仓 |
| TLTD | FLEXSHARES TR | $30.96万 | 0.03% | 3,157 | -793 | -20.1% | -$7.78万 | 减仓 |
| ASM | AVINO SILVER & GOLD MINES LT | $30.93万 | 0.03% | 48,781 | -57,897 | -54.3% | -$36.71万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $30.54万 | 0.03% | 9,566 | -9,566 | -50.0% | -$30.54万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $30.29万 | 0.03% | 3,338 | -3,286 | -49.6% | -$29.82万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $30.20万 | 0.03% | 12,662 | -10,292 | -44.8% | -$24.55万 | 减仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $30.12万 | 0.03% | 23,241 | -23,015 | -49.8% | -$29.83万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $30.02万 | 0.03% | 6,900 | -6,900 | -50.0% | -$30.02万 | 减仓 |
| PULS | PGIM ETF TR | $29.94万 | 0.03% | 6,043 | 6,043 | — | $29.94万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $29.81万 | 0.03% | 607 | -583 | -49.0% | -$28.63万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $29.76万 | 0.03% | 6,386 | -6,386 | -50.0% | -$29.76万 | 减仓 |
| ES | EVERSOURCE ENERGY | $29.71万 | 0.03% | 4,111 | -30,211 | -88.0% | -$218.34万 | 减仓 |
| LOW | LOWES COS INC | $29.46万 | 0.03% | 1,334 | -1,534 | -53.5% | -$33.88万 | 减仓 |
| APRW | AIM ETF PRODUCTS TRUST | $29.41万 | 0.03% | 7,919 | -7,919 | -50.0% | -$29.41万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $29.20万 | 0.03% | 1,043 | -5,251 | -83.4% | -$147.01万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $28.94万 | 0.03% | 2,468 | -2,476 | -50.1% | -$29.04万 | 减仓 |
| ASML | ASML HLDG NV | $28.89万 | 0.03% | 145 | -121 | -45.5% | -$24.11万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $28.88万 | 0.03% | 7,105 | -7,105 | -50.0% | -$28.88万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $28.83万 | 0.03% | 2,682 | -3,586 | -57.2% | -$38.55万 | 减仓 |
| MET | METLIFE INC | $28.74万 | 0.03% | 3,399 | -3,471 | -50.5% | -$29.34万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $28.54万 | 0.03% | 6,762 | -6,762 | -50.0% | -$28.54万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $28.43万 | 0.03% | 567 | -497 | -46.7% | -$24.92万 | 减仓 |