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 |
|---|---|---|---|---|---|---|---|---|
| PATH | UIPATH INC 看涨期权 | $4,440 | 0.00% | 400 | -600 | -60.0% | -$6,660 | 减仓 |
| COWG | PACER FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| D | DOMINION ENERGY INC 看涨期权 | $0 | 0.00% | 0 | -18,900 | -100.0% | -$110.74万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -4,529 | -100.0% | -$101.10万 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -10,893 | -100.0% | -$71.36万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -56,225 | -100.0% | -$56.06万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -2,574 | -100.0% | -$55.10万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -1,981 | -100.0% | -$48.10万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -27,978 | -100.0% | -$41.13万 | 清仓 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -13,207 | -100.0% | -$37.30万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -14,648 | -100.0% | -$35.83万 | 清仓 |
| ZROZ | PIMCO ETF TR | $0 | 0.00% | 0 | -5,368 | -100.0% | -$34.49万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -6,884 | -100.0% | -$33.44万 | 清仓 |
| BIDU | BAIDU INC | $0 | 0.00% | 0 | -2,382 | -100.0% | -$31.12万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -4,607 | -100.0% | -$30.83万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -1,000 | -100.0% | -$28.72万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -457 | -100.0% | -$27.65万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -1,332 | -100.0% | -$27.22万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -6,326 | -100.0% | -$26.01万 | 清仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $0 | 0.00% | 0 | -7,560 | -100.0% | -$23.52万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -402 | -100.0% | -$23.36万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $0 | 0.00% | 0 | -700 | -100.0% | -$23.11万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,846 | -100.0% | -$22.69万 | 清仓 |
| TRIP | TRIPADVISOR INC | $0 | 0.00% | 0 | -12,059 | -100.0% | -$17.56万 | 清仓 |
| UUUU | ENERGY FUELS INC | $0 | 0.00% | 0 | -11,350 | -100.0% | -$16.50万 | 清仓 |
| — | URANIUM RTY CORP | $0 | 0.00% | 0 | -44,900 | -100.0% | -$15.89万 | 清仓 |
| RKT | ROCKET COS INC 看跌期权 | $0 | 0.00% | 0 | -7,700 | -100.0% | -$14.91万 | 清仓 |
| SG | SWEETGREEN INC | $0 | 0.00% | 0 | -17,142 | -100.0% | -$11.59万 | 清仓 |
| EDIT | EDITAS MEDICINE INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$3.08万 | 清仓 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.85万 | 清仓 |