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 |
|---|---|---|---|---|---|---|---|---|
| DOCU | DOCUSIGN INC | $58.44万 | 0.03% | 12,326 | 8,564 | 227.6% | $40.60万 | 重新持有 |
| — | CENTRAL & EASTERN EUROPE FD | $58.14万 | 0.03% | 31,768 | 12,793 | 67.4% | $23.41万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $57.88万 | 0.03% | 13,620 | 6,810 | 100.0% | $28.94万 | 加仓 |
| HYG | ISHARES TR | $57.86万 | 0.03% | 7,272 | 1,543 | 26.9% | $12.28万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $57.10万 | 0.03% | 13,524 | 6,762 | 100.0% | $28.55万 | 加仓 |
| CIEN | CIENA CORP | $57.07万 | 0.03% | 1,470 | 1,470 | — | $57.07万 | 新建仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $56.90万 | 0.03% | 46,256 | 23,340 | 101.9% | $28.71万 | 加仓 |
| INTC | INTEL CORP | $56.42万 | 0.03% | 12,786 | 6,636 | 107.9% | $29.28万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $56.36万 | 0.03% | 14,650 | 7,325 | 100.0% | $28.18万 | 加仓 |
| W | WAYFAIR INC | $56.09万 | 0.03% | 7,458 | 5,022 | 206.2% | $37.77万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $56.03万 | 0.03% | 15,838 | 7,919 | 100.0% | $28.01万 | 加仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $56.01万 | 0.03% | 11,992 | 11,992 | — | $56.01万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $55.98万 | 0.03% | 29,006 | 14,553 | 100.7% | $28.09万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $55.77万 | 0.03% | 1,286 | 683 | 113.3% | $29.62万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $55.70万 | 0.03% | 32,552 | 15,491 | 90.8% | $26.50万 | 加仓 |
| CCJ | CAMECO CORP | $55.44万 | 0.03% | 5,104 | 2,552 | 100.0% | $27.72万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $54.89万 | 0.03% | 19,132 | 9,383 | 96.2% | $26.92万 | 加仓 |
| TXN | TEXAS INSTRS INC | $54.49万 | 0.03% | 2,806 | 1,406 | 100.4% | $27.30万 | 加仓 |
| BE | BLOOM ENERGY CORP | $54.22万 | 0.03% | 4,002 | 4,002 | — | $54.22万 | 新建仓 |
| GNMA | ISHARES TR | $54.20万 | 0.03% | 12,226 | 6,113 | 100.0% | $27.10万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $54.05万 | 0.03% | 12,772 | 6,386 | 100.0% | $27.03万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $53.88万 | 0.03% | 4,944 | 2,498 | 102.1% | $27.22万 | 加仓 |
| USXF | ISHARES TR | $53.33万 | 0.03% | 9,662 | 4,790 | 98.3% | $26.44万 | 加仓 |
| ERO | ERO COPPER CORP | $53.23万 | 0.03% | 19,960 | 19,960 | — | $53.23万 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $53.23万 | 0.03% | 48,306 | 24,449 | 102.5% | $26.94万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $53.18万 | 0.03% | 21,488 | 21,488 | — | $53.18万 | 新建仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $53.18万 | 0.03% | 19,850 | 19,850 | — | $53.18万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $52.84万 | 0.03% | 9,686 | -36,772 | -79.2% | -$200.59万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $52.68万 | 0.03% | 22,954 | 11,536 | 101.0% | $26.47万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $52.61万 | 0.03% | 5,454 | 5,454 | — | $52.61万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $52.30万 | 0.03% | 1,064 | 594 | 126.4% | $29.20万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $52.09万 | 0.03% | 5,020 | 2,580 | 105.7% | $26.77万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $52.00万 | 0.03% | 68,970 | 34,485 | 100.0% | $26.00万 | 加仓 |
| IGSB | ISHARES TR | $51.91万 | 0.03% | 9,876 | 4,796 | 94.4% | $25.21万 | 加仓 |
| TOL | TOLL BROTHERS INC | $51.89万 | 0.03% | 3,802 | 1,801 | 90.0% | $24.58万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $51.84万 | 0.03% | 7,296 | 3,464 | 90.4% | $24.61万 | 加仓 |
| FSLR | FIRST SOLAR INC | $51.05万 | 0.03% | 2,588 | 2,588 | — | $51.05万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $50.74万 | 0.03% | 3,354 | 3,354 | — | $50.74万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $50.65万 | 0.03% | 11,744 | 5,555 | 89.8% | $23.96万 | 加仓 |
| CLS | CELESTICA INC | $50.42万 | 0.03% | 1,790 | 1,790 | — | $50.42万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $50.27万 | 0.03% | 34,834 | 34,834 | — | $50.27万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $50.25万 | 0.03% | 14,144 | 7,072 | 100.0% | $25.13万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $49.64万 | 0.03% | 8,184 | 4,077 | 99.3% | $24.73万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $49.59万 | 0.03% | 1,190 | 622 | 109.5% | $25.92万 | 加仓 |
| DTE | DTE ENERGY CO | $49.54万 | 0.03% | 3,388 | 1,710 | 101.9% | $25.01万 | 加仓 |
| MTN | VAIL RESORTS INC | $49.43万 | 0.03% | 3,852 | 2,172 | 129.3% | $27.87万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $49.34万 | 0.03% | 2,514 | 1,201 | 91.5% | $23.57万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $49.10万 | 0.03% | 14,210 | 7,105 | 100.0% | $24.55万 | 加仓 |
| HROW | HARROW INC | $49.01万 | 0.03% | 13,900 | 6,200 | 80.5% | $21.86万 | 加仓 |
| GLW | CORNING INC | $49.01万 | 0.03% | 3,604 | 3,604 | — | $49.01万 | 新建仓 |
| MET | METLIFE INC | $48.58万 | 0.03% | 6,870 | 3,486 | 103.0% | $24.65万 | 加仓 |
| — | SEI EXCHANGE TRADED FUNDS | $48.44万 | 0.03% | 19,150 | 8,241 | 75.5% | $20.85万 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $48.39万 | 0.03% | 9,182 | 5,482 | 148.2% | $28.89万 | 重新持有 |
| — | AIM ETF PRODUCTS TRUST | $48.10万 | 0.03% | 14,452 | 7,226 | 100.0% | $24.05万 | 加仓 |
| PLD | PROLOGIS INC. | $47.95万 | 0.03% | 3,628 | 3,628 | — | $47.95万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $47.57万 | 0.03% | 16,200 | 7,800 | 92.9% | $22.90万 | 加仓 |
| CALF | PACER FDS TR | $47.11万 | 0.03% | 10,500 | 5,150 | 96.3% | $23.11万 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $47.05万 | 0.03% | 33,300 | 16,650 | 100.0% | $23.53万 | 加仓 |
| EMB | ISHARES TR | $46.99万 | 0.03% | 5,004 | -957 | -16.1% | -$8.99万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $46.91万 | 0.03% | 26,034 | 13,557 | 108.7% | $24.43万 | 加仓 |
| FISV | FISERV INC | $46.76万 | 0.03% | 8,380 | 4,138 | 97.5% | $23.09万 | 重新持有 |
| EPD | ENTERPRISE PRODS PARTNERS L | $46.48万 | 0.03% | 12,284 | 4,764 | 63.4% | $18.03万 | 加仓 |
| ESGE | ISHARES INC | $46.39万 | 0.03% | 10,202 | 4,975 | 95.2% | $22.62万 | 加仓 |
| OKE | ONEOK INC NEW | $46.23万 | 0.03% | 5,114 | 5,114 | — | $46.23万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $46.01万 | 0.03% | 1,672 | 1,672 | — | $46.01万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $45.64万 | 0.03% | 13,950 | 13,950 | — | $45.64万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $45.59万 | 0.03% | 5,746 | 2,878 | 100.3% | $22.83万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $45.50万 | 0.03% | 17,130 | 9,531 | 125.4% | $25.31万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $45.32万 | 0.03% | 7,610 | 3,559 | 87.9% | $21.19万 | 加仓 |
| MFC | MANULIFE FINL CORP | $45.25万 | 0.03% | 13,138 | 6,501 | 98.0% | $22.39万 | 加仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $45.20万 | 0.03% | 38,802 | 38,802 | — | $45.20万 | 新建仓 |
| EBAY | EBAY INC. | $45.18万 | 0.03% | 4,964 | 1,405 | 39.5% | $12.79万 | 加仓 |
| SMH | VANECK ETF TRUST | $44.70万 | 0.03% | 1,166 | 1,166 | — | $44.70万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $43.74万 | 0.02% | 15,846 | 7,923 | 100.0% | $21.87万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $43.66万 | 0.02% | 10,864 | 5,795 | 114.3% | $23.29万 | 加仓 |
| EMGF | ISHARES INC | $43.11万 | 0.02% | 7,134 | 2,576 | 56.5% | $15.57万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $43.09万 | 0.02% | 4,668 | 2,381 | 104.1% | $21.98万 | 加仓 |
| SHY | ISHARES TR | $42.44万 | 0.02% | 5,140 | 1,916 | 59.4% | $15.82万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $42.27万 | 0.02% | 13,460 | 13,460 | — | $42.27万 | 新建仓 |
| BNDC | FLEXSHARES TR | $42.19万 | 0.02% | 18,970 | 18,970 | — | $42.19万 | 新建仓 |
| RBRK | RUBRIK INC. | $41.86万 | 0.02% | 8,548 | 8,548 | — | $41.86万 | 新建仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $41.86万 | 0.02% | 3,572 | 1,786 | 100.0% | $20.93万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $41.58万 | 0.02% | 7,202 | 3,587 | 99.2% | $20.71万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $41.58万 | 0.02% | 4,150 | 2,052 | 97.8% | $20.56万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $41.22万 | 0.02% | 3,294 | 1,644 | 99.6% | $20.57万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $41.03万 | 0.02% | 20,556 | 10,278 | 100.0% | $20.51万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $41.03万 | 0.02% | 15,072 | 7,536 | 100.0% | $20.51万 | 加仓 |
| WM | WASTE MGMT INC DEL | $40.87万 | 0.02% | 1,778 | 1,778 | — | $40.87万 | 新建仓 |
| DFSD | DIMENSIONAL ETF TRUST | $40.85万 | 0.02% | 8,532 | 4,233 | 98.5% | $20.27万 | 加仓 |
| ICOW | PACER FDS TR | $40.38万 | 0.02% | 9,514 | 9,514 | — | $40.38万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $40.27万 | 0.02% | 66,556 | 48,928 | 277.6% | $29.60万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $39.48万 | 0.02% | 7,998 | 4,038 | 102.0% | $19.93万 | 加仓 |
| — | PACER FDS TR | $39.42万 | 0.02% | 10,800 | 10,800 | — | $39.42万 | 新建仓 |
| D | DOMINION ENERGY INC | $39.24万 | 0.02% | 6,348 | -3,080 | -32.7% | -$19.04万 | 减仓 |
| — | NUVEEN DYNAMIC MUN OPPORTUNI | $39.16万 | 0.02% | 38,052 | 19,155 | 101.4% | $19.71万 | 加仓 |
| SBUX | STARBUCKS CORP | $39.02万 | 0.02% | 4,356 | -5,034 | -53.6% | -$45.10万 | 减仓 |
| KKR | KKR & CO INC | $39.02万 | 0.02% | 4,218 | 2,205 | 109.5% | $20.40万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $39.02万 | 0.02% | 600 | 200 | 50.0% | $13.01万 | 加仓 |
| PWR | QUANTA SVCS INC | $38.87万 | 0.02% | 708 | -83 | -10.5% | -$4.56万 | 减仓 |
| XHB | SPDR SERIES TRUST | $38.70万 | 0.02% | 3,920 | 1,960 | 100.0% | $19.35万 | 加仓 |