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 |
|---|---|---|---|---|---|---|---|---|
| ASA | ASA GOLD AND PRECIOUS MTLS L | $26.05万 | 0.01% | 4,200 | 4,200 | — | $26.05万 | 新建仓 |
| WMB | WILLIAMS COS INC | $25.98万 | 0.01% | 3,570 | 3,570 | — | $25.98万 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $25.95万 | 0.01% | 1,650 | 1,650 | — | $25.95万 | 新建仓 |
| ESGD | ISHARES TR | $25.86万 | 0.01% | 2,704 | 2,704 | — | $25.86万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $25.82万 | 0.01% | 3,954 | 3,954 | — | $25.82万 | 新建仓 |
| TMUS | T-MOBILE US INC | $25.71万 | 0.01% | 1,224 | -531 | -30.3% | -$11.15万 | 减仓 |
| NVT | NVENT ELEC PLC | $25.53万 | 0.01% | 2,158 | 2,158 | — | $25.53万 | 新建仓 |
| SHEL | SHELL PLC | $25.48万 | 0.01% | 2,740 | 2,740 | — | $25.48万 | 新建仓 |
| MRNA | MODERNA INC | $25.47万 | 0.01% | 5,014 | 5,014 | — | $25.47万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $25.25万 | 0.01% | 5,160 | 5,160 | — | $25.25万 | 新建仓 |
| — | GLOBAL X FDS | $25.16万 | 0.01% | 9,574 | 9,574 | — | $25.16万 | 新建仓 |
| QDPL | PACER FDS TR | $25.09万 | 0.01% | 6,250 | 6,250 | — | $25.09万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $25.04万 | 0.01% | 872 | 872 | — | $25.04万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $24.85万 | 0.01% | 2,712 | 2,712 | — | $24.85万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $24.76万 | 0.01% | 4,130 | 4,130 | — | $24.76万 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $24.74万 | 0.01% | 6,114 | 6,114 | — | $24.74万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $24.58万 | 0.01% | 4,264 | 4,264 | — | $24.58万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $24.38万 | 0.01% | 624 | 624 | — | $24.38万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $24.06万 | 0.01% | 5,244 | 5,244 | — | $24.06万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $23.97万 | 0.01% | 5,290 | 5,290 | — | $23.97万 | 新建仓 |
| TLT | ISHARES TR | $23.95万 | 0.01% | 2,762 | -2,386 | -46.3% | -$20.69万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $23.88万 | 0.01% | 5,286 | 5,286 | — | $23.88万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $23.69万 | 0.01% | 8,034 | 8,034 | — | $23.69万 | 新建仓 |
| IEF | ISHARES TR | $23.63万 | 0.01% | 2,476 | 2,476 | — | $23.63万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $23.58万 | 0.01% | 5,750 | 5,750 | — | $23.58万 | 新建仓 |
| SHYG | ISHARES TR | $23.52万 | 0.01% | 5,560 | 5,560 | — | $23.52万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $23.52万 | 0.01% | 8,800 | 8,800 | — | $23.52万 | 新建仓 |
| BOND | PIMCO ETF TR | $23.46万 | 0.01% | 2,542 | 2,542 | — | $23.46万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $23.37万 | 0.01% | 4,618 | 4,618 | — | $23.37万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $23.27万 | 0.01% | 1,588 | 1,588 | — | $23.27万 | 新建仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $23.25万 | 0.01% | 8,982 | 8,982 | — | $23.25万 | 新建仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $23.16万 | 0.01% | 8,814 | 8,814 | — | $23.16万 | 新建仓 |
| PHM | PULTE GROUP INC | $23.03万 | 0.01% | 1,958 | 1,958 | — | $23.03万 | 新建仓 |
| CRM | SALESFORCE INC | $22.85万 | 0.01% | 1,224 | -834 | -40.5% | -$15.57万 | 重新持有 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $22.78万 | 0.01% | 13,556 | 13,556 | — | $22.78万 | 新建仓 |
| NXH | BED BATH & BEYOND INC | $22.74万 | 0.01% | 49,012 | 26,077 | 113.7% | $12.10万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $22.29万 | 0.01% | 2,944 | 2,944 | — | $22.29万 | 新建仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $22.24万 | 0.01% | 5,230 | 5,230 | — | $22.24万 | 新建仓 |
| TRST | TRUSTCO BK CORP N Y | $22.13万 | 0.01% | 5,054 | 5,054 | — | $22.13万 | 新建仓 |
| DHR | DANAHER CORP DEL | $22.11万 | 0.01% | 1,166 | 1,166 | — | $22.11万 | 新建仓 |
| WPC | WP CAREY INC | $22.05万 | 0.01% | 3,244 | 3,244 | — | $22.05万 | 新建仓 |
| TCAL | T ROWE PRICE ETF INC | $22.03万 | 0.01% | 9,858 | 9,858 | — | $22.03万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $22.00万 | 0.01% | 1,906 | 1,906 | — | $22.00万 | 新建仓 |
| PPG | PPG INDS INC | $21.99万 | 0.01% | 2,058 | 2,058 | — | $21.99万 | 新建仓 |
| GVA | GRANITE CONSTR INC | $21.89万 | 0.01% | 1,826 | 1,826 | — | $21.89万 | 新建仓 |
| CBRE | CBRE GROUP INC | $21.81万 | 0.01% | 1,610 | 1,610 | — | $21.81万 | 新建仓 |
| EOG | EOG RES INC | $21.69万 | 0.01% | 1,500 | 1,500 | — | $21.69万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $21.56万 | 0.01% | 1,198 | 1,198 | — | $21.56万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $21.54万 | 0.01% | 17,684 | 17,684 | — | $21.54万 | 新建仓 |
| DIVB | ISHARES TR | $21.41万 | 0.01% | 3,968 | 3,968 | — | $21.41万 | 新建仓 |
| SHOP | SHOPIFY INC | $21.40万 | 0.01% | 1,804 | 1,804 | — | $21.40万 | 新建仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $21.31万 | 0.01% | 4,306 | 4,306 | — | $21.31万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $21.30万 | 0.01% | 2,836 | 2,836 | — | $21.30万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $21.18万 | 0.01% | 2,270 | 2,270 | — | $21.18万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $21.14万 | 0.01% | 7,840 | -1,985 | -20.2% | -$5.35万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $20.97万 | 0.01% | 1,918 | 1,918 | — | $20.97万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $20.88万 | 0.01% | 57,684 | 38,685 | 203.6% | $14.00万 | 加仓 |
| DTM | DT MIDSTREAM INC | $20.73万 | 0.01% | 1,540 | 1,540 | — | $20.73万 | 新建仓 |
| WEN | WENDYS CO | $20.69万 | 0.01% | 29,766 | 11,733 | 65.1% | $8.15万 | 加仓 |
| IEUR | ISHARES TR | $20.64万 | 0.01% | 2,936 | 2,936 | — | $20.64万 | 新建仓 |
| — | ISHARES TR | $20.47万 | 0.01% | 7,706 | 7,706 | — | $20.47万 | 新建仓 |
| XVV | ISHARES TR | $20.38万 | 0.01% | 4,140 | 4,140 | — | $20.38万 | 新建仓 |
| — | FIRST TR EXCH TRADED FD III | $20.35万 | 0.01% | 7,700 | 7,700 | — | $20.35万 | 新建仓 |
| PNR | PENTAIR PLC | $20.33万 | 0.01% | 2,334 | 2,334 | — | $20.33万 | 新建仓 |
| TILT | FLEXSHARES TR | $20.19万 | 0.01% | 836 | 836 | — | $20.19万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $20.18万 | 0.01% | 1,448 | 1,448 | — | $20.18万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $20.16万 | 0.01% | 2,436 | 2,436 | — | $20.16万 | 新建仓 |
| IDEV | ISHARES TR | $20.14万 | 0.01% | 2,410 | 2,410 | — | $20.14万 | 新建仓 |
| USMV | ISHARES TR | $20.13万 | 0.01% | 2,170 | 2,170 | — | $20.13万 | 新建仓 |
| ASPI | ASP ISOTOPES INC | $19.88万 | 0.01% | 44,980 | 23,155 | 106.1% | $10.23万 | 加仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $18.85万 | 0.01% | 33,660 | 16,630 | 97.7% | $9.31万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $18.79万 | 0.01% | 11,800 | 11,800 | — | $18.79万 | 新建仓 |
| RYLD | GLOBAL X FDS | $18.47万 | 0.01% | 12,358 | 12,358 | — | $18.47万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $18.06万 | 0.01% | 650 | 650 | — | $18.06万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $17.96万 | 0.01% | 1,040 | 1,040 | — | $17.96万 | 新建仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $16.09万 | 0.01% | 13,548 | 13,548 | — | $16.09万 | 新建仓 |
| — | NERVGEN PHARMA CORP | $13.95万 | 0.01% | 37,000 | 37,000 | — | $13.95万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $13.91万 | 0.01% | 26,800 | 9,980 | 59.3% | $5.18万 | 加仓 |
| FSK | FS KKR CAP CORP | $13.36万 | 0.01% | 13,120 | 1,575 | 13.6% | $1.60万 | 重新持有 |
| — | BNY MELLON MUN BD INFRASTRUC | $12.45万 | 0.01% | 11,816 | 11,816 | — | $12.45万 | 新建仓 |
| BLND | BLEND LABS INC | $11.72万 | 0.01% | 68,950 | 23,725 | 52.5% | $4.03万 | 加仓 |
| — | AEMETIS INC | $11.70万 | 0.01% | 36,666 | 36,666 | — | $11.70万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $11.50万 | 0.01% | 10,000 | 10,000 | — | $11.50万 | 新建仓 |
| GSBD | GOLDMAN SACHS BDC INC | $11.41万 | 0.01% | 12,848 | 2,468 | 23.8% | $2.19万 | 重新持有 |
| AVK | ADVENT CONV & INCOME FD | $11.38万 | 0.01% | 10,198 | 10,198 | — | $11.38万 | 新建仓 |
| — | PRAIRIE OPER CO | $10.15万 | 0.01% | 50,000 | 50,000 | — | $10.15万 | 新建仓 |
| DOCU | DOCUSIGN INC 看涨期权 | $9.48万 | 0.01% | 2,000 | 2,000 | — | $9.48万 | 新建仓 |
| PFE | PFIZER INC 看涨期权 | $6.74万 | 0.00% | 2,400 | 1,200 | 100.0% | $3.37万 | 加仓 |
| DDD | 3D SYS CORP DEL | $5.64万 | 0.00% | 30,000 | 17,000 | 130.8% | $3.20万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC 看涨期权 | $5.56万 | 0.00% | 200 | 200 | — | $5.56万 | 新建仓 |
| — | MFS HIGH INCOME MUN TR | $5.34万 | 0.00% | 14,390 | 14,390 | — | $5.34万 | 新建仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $5.24万 | 0.00% | 12,452 | 12,452 | — | $5.24万 | 新建仓 |
| KOPN | KOPIN CORP | $4.91万 | 0.00% | 21,800 | 10,900 | 100.0% | $2.45万 | 加仓 |
| NVO | NOVO-NORDISK A S 看涨期权 | $4.41万 | 0.00% | 1,200 | 1,200 | — | $4.41万 | 新建仓 |
| NUVB | NUVATION BIO INC | $4.29万 | 0.00% | 10,000 | 10,000 | — | $4.29万 | 新建仓 |
| — | PLAYBOY INC | $3.86万 | 0.00% | 25,366 | 14,641 | 136.5% | $2.23万 | 加仓 |
| BMBL | BUMBLE INC | $3.79万 | 0.00% | 11,632 | -1,771 | -13.2% | -$5,773 | 减仓 |
| — | REE AUTOMOTIVE LTD | $3.17万 | 0.00% | 52,900 | 37,450 | 242.4% | $2.25万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP 看涨期权 | $1.91万 | 0.00% | 1,200 | 1,200 | — | $1.91万 | 新建仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $1.80万 | 0.00% | 10,200 | 10,200 | — | $1.80万 | 新建仓 |