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 |
|---|---|---|---|---|---|---|---|---|
| RITM | RITHM CAPITAL CORP | $38.58万 | 0.02% | 40,700 | 40,700 | — | $38.58万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $38.53万 | 0.02% | 2,640 | 2,640 | — | $38.53万 | 新建仓 |
| — | NEOS ETF TRUST | $38.49万 | 0.02% | 7,510 | 3,782 | 101.4% | $19.38万 | 加仓 |
| MMM | 3M CO | $38.39万 | 0.02% | 2,644 | 1,366 | 106.9% | $19.83万 | 加仓 |
| FDX | FEDEX CORP | $38.15万 | 0.02% | 1,072 | 1,072 | — | $38.15万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $38.07万 | 0.02% | 16,810 | 8,522 | 102.8% | $19.30万 | 重新持有 |
| RBLX | ROBLOX CORP | $37.65万 | 0.02% | 6,656 | 4,087 | 159.1% | $23.12万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $37.54万 | 0.02% | 4,404 | 4,404 | — | $37.54万 | 新建仓 |
| PTC | PTC INC | $37.13万 | 0.02% | 2,606 | 1,313 | 101.5% | $18.71万 | 加仓 |
| TLTD | FLEXSHARES TR | $37.12万 | 0.02% | 3,950 | 3,950 | — | $37.12万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $37.12万 | 0.02% | 1,872 | 1,049 | 127.5% | $20.80万 | 加仓 |
| — | BLACKROCK ETF TRUST II | $37.06万 | 0.02% | 10,866 | 10,866 | — | $37.06万 | 新建仓 |
| FAST | FASTENAL CO | $36.48万 | 0.02% | 7,862 | 7,862 | — | $36.48万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $36.43万 | 0.02% | 9,482 | 5,006 | 111.8% | $19.23万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.82万 | 0.02% | 9,650 | 9,650 | — | $35.82万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $35.55万 | 0.02% | 21,636 | 21,636 | — | $35.55万 | 新建仓 |
| ITB | ISHARES TR | $35.46万 | 0.02% | 3,916 | 1,958 | 100.0% | $17.73万 | 重新持有 |
| CAG | CONAGRA BRANDS INC | $35.36万 | 0.02% | 22,490 | 10,214 | 83.2% | $16.06万 | 加仓 |
| HDV | ISHARES TR | $35.32万 | 0.02% | 2,602 | 2,602 | — | $35.32万 | 新建仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $35.28万 | 0.02% | 5,194 | 5,194 | — | $35.28万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $35.24万 | 0.02% | 1,092 | 1,092 | — | $35.24万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $35.21万 | 0.02% | 4,568 | 2,257 | 97.7% | $17.40万 | 加仓 |
| ASML | ASML HLDG NV | $35.19万 | 0.02% | 266 | -159 | -37.4% | -$21.03万 | 重新持有 |
| COIN | COINBASE GLOBAL INC | $35.03万 | 0.02% | 2,006 | 824 | 69.7% | $14.39万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $34.96万 | 0.02% | 3,786 | 3,786 | — | $34.96万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $34.81万 | 0.02% | 1,782 | 1,782 | — | $34.81万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $34.81万 | 0.02% | 1,144 | 1,144 | — | $34.81万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $34.71万 | 0.02% | 1,066 | 1,066 | — | $34.71万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $34.60万 | 0.02% | 1,058 | 1,058 | — | $34.60万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $34.47万 | 0.02% | 5,184 | 5,184 | — | $34.47万 | 新建仓 |
| — | AMPLIFY ETF TR | $34.44万 | 0.02% | 5,508 | 2,694 | 95.7% | $16.84万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $34.40万 | 0.02% | 4,250 | 4,250 | — | $34.40万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $34.36万 | 0.02% | 27,864 | 13,948 | 100.2% | $17.20万 | 加仓 |
| GIGB | GOLDMAN SACHS ETF TR | $34.31万 | 0.02% | 7,492 | 7,492 | — | $34.31万 | 新建仓 |
| NJUL | INNOVATOR ETFS TRUST | $34.28万 | 0.02% | 4,800 | 4,800 | — | $34.28万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $34.26万 | 0.02% | 4,156 | 4,156 | — | $34.26万 | 新建仓 |
| EMR | EMERSON ELEC CO | $34.22万 | 0.02% | 2,612 | 2,612 | — | $34.22万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $33.89万 | 0.02% | 13,218 | 13,218 | — | $33.89万 | 新建仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $33.78万 | 0.02% | 16,958 | 16,958 | — | $33.78万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $33.60万 | 0.02% | 6,726 | 6,726 | — | $33.60万 | 新建仓 |
| CMI | CUMMINS INC | $33.57万 | 0.02% | 624 | 624 | — | $33.57万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $33.52万 | 0.02% | 3,614 | 3,614 | — | $33.52万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $33.50万 | 0.02% | 1,148 | 1,148 | — | $33.50万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $32.88万 | 0.02% | 1,216 | 1,216 | — | $32.88万 | 新建仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $32.69万 | 0.02% | 7,382 | 7,382 | — | $32.69万 | 新建仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $32.62万 | 0.02% | 9,384 | 9,384 | — | $32.62万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $32.38万 | 0.02% | 1,292 | -2,304 | -64.1% | -$57.74万 | 重新持有 |
| YUM | YUM BRANDS INC | $32.37万 | 0.02% | 2,082 | 2,082 | — | $32.37万 | 新建仓 |
| EZU | ISHARES INC | $32.37万 | 0.02% | 5,168 | 5,168 | — | $32.37万 | 新建仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $32.25万 | 0.02% | 11,878 | 11,878 | — | $32.25万 | 新建仓 |
| XPEV | XPENG INC | $32.00万 | 0.02% | 18,700 | 18,700 | — | $32.00万 | 新建仓 |
| BBDC | BARINGS BDC INC | $31.86万 | 0.02% | 38,714 | 19,344 | 99.9% | $15.92万 | 加仓 |
| — | ISHARES ETHEREUM TR | $31.71万 | 0.02% | 20,034 | 9,794 | 95.6% | $15.50万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $31.65万 | 0.02% | 1,216 | 1,216 | — | $31.65万 | 新建仓 |
| GM | GENERAL MTRS CO | $31.32万 | 0.02% | 4,204 | -1,254 | -23.0% | -$9.34万 | 重新持有 |
| — | STRATEGY SHS | $31.17万 | 0.02% | 14,272 | 14,272 | — | $31.17万 | 新建仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $30.95万 | 0.02% | 5,450 | 925 | 20.4% | $5.25万 | 加仓 |
| EVUS | ISHARES TR | $30.86万 | 0.02% | 9,696 | 9,696 | — | $30.86万 | 新建仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $30.77万 | 0.02% | 3,540 | 3,540 | — | $30.77万 | 新建仓 |
| IWM | ISHARES TR | $30.70万 | 0.02% | 1,238 | 1,238 | — | $30.70万 | 新建仓 |
| PAVE | GLOBAL X FDS | $30.63万 | 0.02% | 6,028 | 6,028 | — | $30.63万 | 新建仓 |
| XPO | XPO INC | $30.62万 | 0.02% | 1,574 | 1,574 | — | $30.62万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $30.62万 | 0.02% | 1,568 | -1,331 | -45.9% | -$25.99万 | 减仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $30.40万 | 0.02% | 10,000 | 10,000 | — | $30.40万 | 新建仓 |
| IWD | ISHARES TR | $30.17万 | 0.02% | 1,412 | 1,412 | — | $30.17万 | 新建仓 |
| ILF | ISHARES TR | $29.94万 | 0.02% | 8,428 | 648 | 8.3% | $2.30万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.85万 | 0.02% | 7,676 | 7,676 | — | $29.85万 | 新建仓 |
| U | UNITY SOFTWARE INC | $29.78万 | 0.02% | 13,572 | 13,572 | — | $29.78万 | 新建仓 |
| CTVA | CORTEVA INC | $29.24万 | 0.02% | 3,494 | 3,494 | — | $29.24万 | 新建仓 |
| EXC | EXELON CORP | $29.24万 | 0.02% | 5,964 | 5,964 | — | $29.24万 | 新建仓 |
| PAYX | PAYCHEX INC | $29.04万 | 0.02% | 3,152 | 3,152 | — | $29.04万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $28.85万 | 0.02% | 610 | 610 | — | $28.85万 | 新建仓 |
| — | EXCHANGE PLACE ADVISORS TRUS | $28.44万 | 0.02% | 11,220 | 11,220 | — | $28.44万 | 新建仓 |
| — | QORVO INC | $28.42万 | 0.02% | 3,672 | 3,672 | — | $28.42万 | 新建仓 |
| HSY | HERSHEY CO | $28.40万 | 0.02% | 1,366 | 1,366 | — | $28.40万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $28.39万 | 0.02% | 3,620 | 3,620 | — | $28.39万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $28.38万 | 0.02% | 1,000 | 1,000 | — | $28.38万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $28.32万 | 0.02% | 4,024 | 4,024 | — | $28.32万 | 新建仓 |
| SNPS | SYNOPSYS INC | $28.23万 | 0.02% | 712 | 712 | — | $28.23万 | 新建仓 |
| COR | CENCORA INC | $28.05万 | 0.02% | 892 | 892 | — | $28.05万 | 新建仓 |
| SEEM | SEI EXCHANGE TRADED FUNDS | $27.87万 | 0.02% | 8,512 | 8,512 | — | $27.87万 | 新建仓 |
| RH | RH | $27.77万 | 0.02% | 1,986 | 393 | 24.7% | $5.49万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $27.77万 | 0.02% | 8,156 | 8,156 | — | $27.77万 | 新建仓 |
| IRM | IRON MTN INC DEL | $27.74万 | 0.02% | 2,716 | 2,716 | — | $27.74万 | 新建仓 |
| CTAS | CINTAS CORP | $27.71万 | 0.02% | 1,638 | 1,638 | — | $27.71万 | 新建仓 |
| KR | KROGER CO | $27.70万 | 0.02% | 3,828 | 3,828 | — | $27.70万 | 新建仓 |
| — | SEI EXCHANGE TRADED FUNDS | $27.65万 | 0.02% | 10,010 | 10,010 | — | $27.65万 | 新建仓 |
| QURE | UNIQURE NV | $27.47万 | 0.02% | 16,800 | 16,800 | — | $27.47万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $27.47万 | 0.02% | 1,894 | 1,894 | — | $27.47万 | 新建仓 |
| TDTT | FLEXSHARES TR | $27.36万 | 0.02% | 11,286 | 11,286 | — | $27.36万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $27.16万 | 0.02% | 3,014 | 3,014 | — | $27.16万 | 新建仓 |
| DE | DEERE & CO | $27.08万 | 0.02% | 480 | 480 | — | $27.08万 | 新建仓 |
| — | GLOBAL X FDS | $27.03万 | 0.02% | 10,416 | 10,416 | — | $27.03万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $26.96万 | 0.02% | 1,152 | 1,152 | — | $26.96万 | 新建仓 |
| CRWV | COREWEAVE INC | $26.93万 | 0.02% | 3,476 | 3,476 | — | $26.93万 | 新建仓 |
| FSTA | FIDELITY COVINGTON TRUST | $26.92万 | 0.02% | 5,144 | 5,144 | — | $26.92万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $26.84万 | 0.02% | 3,770 | 3,770 | — | $26.84万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $26.65万 | 0.02% | 1,280 | 1,280 | — | $26.65万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $26.54万 | 0.01% | 1,440 | 1,440 | — | $26.54万 | 新建仓 |
| USB | US BANCORP | $26.22万 | 0.01% | 5,040 | -3,357 | -40.0% | -$17.46万 | 重新持有 |