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 |
|---|---|---|---|---|---|---|---|---|
| IDEV | ISHARES TR | $0 | 0.00% | 0 | -2,410 | -100.0% | -$20.14万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -2,170 | -100.0% | -$20.13万 | 清仓 |
| ASPI | ASP ISOTOPES INC | $0 | 0.00% | 0 | -44,980 | -100.0% | -$19.88万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | -11,800 | -100.0% | -$18.79万 | 清仓 |
| RYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -12,358 | -100.0% | -$18.47万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -650 | -100.0% | -$18.06万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -1,040 | -100.0% | -$17.96万 | 清仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $0 | 0.00% | 0 | -13,548 | -100.0% | -$16.09万 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $0 | 0.00% | 0 | -26,800 | -100.0% | -$13.91万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -13,120 | -100.0% | -$13.36万 | 清仓 |
| — | BNY MELLON MUN BD INFRASTRUC | $0 | 0.00% | 0 | -11,816 | -100.0% | -$12.45万 | 清仓 |
| BLND | BLEND LABS INC | $0 | 0.00% | 0 | -68,950 | -100.0% | -$11.72万 | 清仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $0 | 0.00% | 0 | -10,000 | -100.0% | -$11.50万 | 清仓 |
| GSBD | GOLDMAN SACHS BDC INC | $0 | 0.00% | 0 | -12,848 | -100.0% | -$11.41万 | 清仓 |
| AVK | ADVENT CONV & INCOME FD | $0 | 0.00% | 0 | -10,198 | -100.0% | -$11.38万 | 清仓 |
| DOCU | DOCUSIGN INC 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$9.48万 | 清仓 |
| PFE | PFIZER INC 看涨期权 | $0 | 0.00% | 0 | -2,400 | -100.0% | -$6.74万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$5.56万 | 清仓 |
| — | MFS HIGH INCOME MUN TR | $0 | 0.00% | 0 | -14,390 | -100.0% | -$5.34万 | 清仓 |
| — | HORIZON TECHNOLOGY FIN CORP | $0 | 0.00% | 0 | -12,452 | -100.0% | -$5.24万 | 清仓 |
| NVO | NOVO-NORDISK A S 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$4.41万 | 清仓 |
| NUVB | NUVATION BIO INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$4.29万 | 清仓 |
| — | PLAYBOY INC | $0 | 0.00% | 0 | -25,366 | -100.0% | -$3.86万 | 清仓 |
| BMBL | BUMBLE INC | $0 | 0.00% | 0 | -11,632 | -100.0% | -$3.79万 | 清仓 |
| — | REE AUTOMOTIVE LTD | $0 | 0.00% | 0 | -52,900 | -100.0% | -$3.17万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$1.91万 | 清仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | 0.00% | 0 | -10,200 | -100.0% | -$1.80万 | 清仓 |