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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $4,395.09万 | 2.48% | 173,178 | 95,741 | 123.6% | $2,429.82万 | 加仓 |
| IVV | ISHARES TR | $4,009.84万 | 2.26% | 61,386 | 30,780 | 100.6% | $2,010.61万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,894.93万 | 2.20% | 223,334 | 126,576 | 130.8% | $2,207.48万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,663.21万 | 2.06% | 98,960 | 54,200 | 121.1% | $2,006.32万 | 加仓 |
| GOOG | ALPHABET INC | $3,198.96万 | 1.80% | 111,516 | 65,193 | 140.7% | $1,870.13万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,830.78万 | 1.60% | 47,374 | 24,984 | 111.6% | $1,492.89万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,619.50万 | 1.48% | 450,242 | 251,111 | 126.1% | $1,460.96万 | 加仓 |
| AMZN | AMAZON COM INC | $2,458.00万 | 1.39% | 118,020 | 64,566 | 120.8% | $1,344.71万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,450.01万 | 1.38% | 51,128 | 26,785 | 110.0% | $1,283.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,935.00万 | 1.09% | 65,780 | 37,144 | 129.7% | $1,092.64万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $1,887.72万 | 1.06% | 612,696 | 355,245 | 138.0% | $1,094.51万 | 加仓 |
| META | META PLATFORMS INC | $1,842.95万 | 1.04% | 32,212 | 18,638 | 137.3% | $1,066.34万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,780.43万 | 1.00% | 314,120 | 156,476 | 99.3% | $886.91万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,774.68万 | 1.00% | 55,318 | 32,321 | 140.5% | $1,036.90万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,745.44万 | 0.98% | 228,042 | 129,283 | 130.9% | $989.53万 | 加仓 |
| ACWV | ISHARES INC | $1,425.61万 | 0.80% | 119,288 | 60,572 | 103.2% | $723.89万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,380.93万 | 0.78% | 13,858 | 8,032 | 137.9% | $800.38万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1,374.03万 | 0.77% | 83,104 | 42,893 | 106.7% | $709.19万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,360.15万 | 0.77% | 47,362 | 23,713 | 100.3% | $680.99万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,359.99万 | 0.77% | 154,264 | 73,831 | 91.8% | $650.89万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,357.13万 | 0.76% | 465,888 | 221,361 | 90.5% | $644.82万 | 加仓 |
| IVW | ISHARES TR | $1,344.95万 | 0.76% | 118,906 | 61,614 | 107.5% | $696.92万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,324.37万 | 0.75% | 135,264 | 68,611 | 102.9% | $671.77万 | 加仓 |
| — | EXXON MOBIL CORP | $1,323.56万 | 0.75% | 78,012 | 40,223 | 106.4% | $682.43万 | 加仓 |
| IGOV | ISHARES TR | $1,311.39万 | 0.74% | 319,386 | 166,083 | 108.3% | $681.93万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,298.86万 | 0.73% | 60,396 | 26,360 | 77.4% | $566.89万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,287.66万 | 0.73% | 161,746 | 88,594 | 121.1% | $705.30万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,238.97万 | 0.70% | 28,366 | 14,242 | 100.8% | $622.06万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,220.66万 | 0.69% | 313,312 | 156,439 | 99.7% | $609.49万 | 加仓 |
| V | VISA INC | $1,217.96万 | 0.69% | 40,298 | 31,589 | 362.7% | $954.74万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,148.79万 | 0.65% | 206,914 | 102,681 | 98.5% | $570.09万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,140.53万 | 0.64% | 77,968 | 40,342 | 107.2% | $590.13万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,131.54万 | 0.64% | 243,866 | 113,578 | 87.2% | $527.00万 | 加仓 |
| NFLX | NETFLIX INC. | $1,109.13万 | 0.63% | 115,354 | 56,185 | 95.0% | $540.22万 | 加仓 |
| AVGO | BROADCOM INC | $1,084.01万 | 0.61% | 35,024 | 15,538 | 79.7% | $480.91万 | 加仓 |
| IVE | ISHARES TR | $1,060.29万 | 0.60% | 50,216 | 24,214 | 93.1% | $511.27万 | 加仓 |
| QUAL | ISHARES TR | $1,054.62万 | 0.59% | 54,982 | 27,578 | 100.6% | $528.98万 | 加仓 |
| RTX | RTX CORPORATION | $1,034.32万 | 0.58% | 53,620 | 30,194 | 128.9% | $582.44万 | 加仓 |
| IXUS | ISHARES TR | $1,032.22万 | 0.58% | 119,138 | 62,210 | 109.3% | $538.99万 | 加仓 |
| TSLA | TESLA INC | $1,015.25万 | 0.57% | 27,310 | 14,627 | 115.3% | $543.76万 | 加仓 |
| AGG | ISHARES TR | $1,006.10万 | 0.57% | 101,350 | 53,251 | 110.7% | $528.62万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $974.59万 | 0.55% | 45,614 | 19,997 | 78.1% | $427.26万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $966.14万 | 0.54% | 174,898 | 87,703 | 100.6% | $484.47万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $961.81万 | 0.54% | 143,298 | 65,650 | 84.5% | $440.64万 | 加仓 |
| GVI | ISHARES TR | $919.37万 | 0.52% | 86,180 | 42,984 | 99.5% | $458.55万 | 加仓 |
| WMT | WALMART INC | $893.94万 | 0.50% | 71,930 | 22,130 | 44.4% | $275.03万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $863.69万 | 0.49% | 189,198 | 91,023 | 92.7% | $415.52万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $847.93万 | 0.48% | 2,014 | 1,075 | 114.5% | $452.59万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $841.10万 | 0.47% | 89,498 | 47,281 | 112.0% | $444.35万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $836.07万 | 0.47% | 327,228 | 171,510 | 110.1% | $438.21万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $834.63万 | 0.47% | 98,750 | 49,572 | 100.8% | $418.98万 | 加仓 |
| IUSB | ISHARES TR | $819.18万 | 0.46% | 177,350 | 88,389 | 99.4% | $408.27万 | 加仓 |
| COP | CONOCOPHILLIPS | $804.99万 | 0.45% | 60,984 | 30,831 | 102.2% | $406.97万 | 加仓 |
| CVX | CHEVRON CORPORATION | $789.27万 | 0.44% | 38,148 | 21,723 | 132.3% | $449.44万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $787.79万 | 0.44% | 274,396 | 145,679 | 113.2% | $418.24万 | 加仓 |
| GE | GE AEROSPACE | $781.70万 | 0.44% | 27,546 | 13,503 | 96.2% | $383.19万 | 加仓 |
| NEM | NEWMONT CORP | $779.45万 | 0.44% | 72,004 | 38,673 | 116.0% | $418.64万 | 加仓 |
| IEMG | ISHARES INC | $772.55万 | 0.44% | 110,760 | 32,573 | 41.7% | $227.20万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $769.53万 | 0.43% | 233,546 | 121,566 | 108.6% | $400.56万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $751.67万 | 0.42% | 149,736 | 97,989 | 189.4% | $491.90万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $732.44万 | 0.41% | 11,262 | 3,290 | 41.3% | $213.97万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $715.50万 | 0.40% | 35,172 | 18,222 | 107.5% | $370.69万 | 加仓 |
| IJR | ISHARES TR | $715.50万 | 0.40% | 57,558 | 27,889 | 94.0% | $346.69万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $696.88万 | 0.39% | 202,522 | 150,096 | 286.3% | $516.48万 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $695.91万 | 0.39% | 233,684 | 220,521 | 1,675.3% | $656.71万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $687.65万 | 0.39% | 46,432 | 26,478 | 132.7% | $392.13万 | 加仓 |
| AMAT | APPLIED MATLS INC | $675.16万 | 0.38% | 19,754 | 10,303 | 109.0% | $352.14万 | 加仓 |
| ABBV | ABBVIE INC | $666.49万 | 0.38% | 30,644 | 15,733 | 105.5% | $342.19万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $666.00万 | 0.38% | 197,158 | 96,942 | 96.7% | $327.47万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $663.51万 | 0.37% | 285,748 | 146,192 | 104.8% | $339.46万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $661.40万 | 0.37% | 182,606 | 94,013 | 106.1% | $340.51万 | 加仓 |
| ADI | ANALOG DEVICES INC | $651.07万 | 0.37% | 20,464 | 10,648 | 108.5% | $338.77万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $649.54万 | 0.37% | 140,990 | 71,586 | 103.1% | $329.80万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $641.24万 | 0.36% | 12,834 | 6,576 | 105.1% | $328.56万 | 加仓 |
| CAT | CATERPILLAR INC | $635.33万 | 0.36% | 8,968 | 6,994 | 354.3% | $495.48万 | 加仓 |
| GEV | GE VERNOVA INC | $631.28万 | 0.36% | 7,232 | 3,560 | 96.9% | $310.75万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $618.29万 | 0.35% | 122,240 | 73,540 | 151.0% | $371.97万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $614.28万 | 0.35% | 79,592 | 37,341 | 88.4% | $288.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $612.01万 | 0.34% | 95,508 | 53,095 | 125.2% | $340.23万 | 加仓 |
| MDT | MEDTRONIC PLC | $607.79万 | 0.34% | 70,144 | 38,094 | 118.9% | $330.08万 | 加仓 |
| NVS | NOVARTIS AG | $603.30万 | 0.34% | 39,496 | 20,818 | 111.5% | $318.00万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $600.60万 | 0.34% | 38,198 | 20,799 | 119.5% | $327.03万 | 加仓 |
| HD | HOME DEPOT INC | $594.13万 | 0.33% | 18,064 | 8,895 | 97.0% | $292.56万 | 加仓 |
| GOOGL | ALPHABET INC | $592.56万 | 0.33% | 20,606 | 10,577 | 105.5% | $304.16万 | 加仓 |
| BAC | BANK AMERICA CORP | $591.58万 | 0.33% | 121,350 | 86,857 | 251.8% | $423.43万 | 加仓 |
| OMC | OMNICOM GROUP INC | $580.83万 | 0.33% | 77,126 | 42,266 | 121.2% | $318.30万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $570.73万 | 0.32% | 24,018 | 10,913 | 83.3% | $259.32万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $565.92万 | 0.32% | 184,460 | 101,171 | 121.5% | $310.39万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $560.87万 | 0.32% | 24,338 | 11,878 | 95.3% | $273.73万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $553.18万 | 0.31% | 130,038 | 65,543 | 101.6% | $278.82万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $548.72万 | 0.31% | 107,942 | 79,610 | 281.0% | $404.70万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $539.06万 | 0.30% | 15,706 | 8,526 | 118.7% | $292.63万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $531.00万 | 0.30% | 44,762 | 23,898 | 114.5% | $283.50万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $526.70万 | 0.30% | 212,464 | 113,923 | 115.6% | $282.42万 | 加仓 |
| BWZ | SPDR SERIES TRUST | $515.31万 | 0.29% | 191,424 | 98,433 | 105.9% | $264.98万 | 加仓 |
| MINT | PIMCO ETF TR | $514.32万 | 0.29% | 51,140 | 51,140 | — | $514.32万 | 新建仓 |
| ENB | ENBRIDGE INC | $512.94万 | 0.29% | 94,744 | 42,341 | 80.8% | $229.23万 | 加仓 |
| EFV | ISHARES TR | $497.49万 | 0.28% | 66,912 | 21,586 | 47.6% | $160.49万 | 加仓 |
| QQQ | INVESCO QQQ TR | $488.87万 | 0.28% | 8,470 | 4,247 | 100.6% | $245.13万 | 加仓 |
| DIS | DISNEY WALT CO | $488.42万 | 0.28% | 50,676 | 34,753 | 218.3% | $334.95万 | 加仓 |