13F 机构持仓

Patriot Financial Group Insurance Agency, LLC

Westborough MA · SEC CIK 0001694883

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9.74亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 2.5%
IVV 2.3%
NVDA 2.2%
MSFT 2.1%
GOOG 1.8%
VOO 1.6%
DYNF 1.5%
AMZN 1.4%
BRK/B 1.4%
JPM 1.1%

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 95,741123.6% $2,429.82万 加仓
IVV ISHARES TR $4,009.84万2.26%61,386 30,780100.6% $2,010.61万 加仓
NVDA NVIDIA CORPORATION $3,894.93万2.20%223,334 126,576130.8% $2,207.48万 加仓
MSFT MICROSOFT CORP $3,663.21万2.06%98,960 54,200121.1% $2,006.32万 加仓
GOOG ALPHABET INC $3,198.96万1.80%111,516 65,193140.7% $1,870.13万 加仓
VOO VANGUARD INDEX FDS $2,830.78万1.60%47,374 24,984111.6% $1,492.89万 加仓
DYNF BLACKROCK ETF TRUST $2,619.50万1.48%450,242 251,111126.1% $1,460.96万 加仓
AMZN AMAZON COM INC $2,458.00万1.39%118,020 64,566120.8% $1,344.71万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $2,450.01万1.38%51,128 26,785110.0% $1,283.51万 加仓
JPM JPMORGAN CHASE & CO $1,935.00万1.09%65,780 37,144129.7% $1,092.64万 加仓
BALI BLACKROCK ETF TRUST $1,887.72万1.06%612,696 355,245138.0% $1,094.51万 加仓
META META PLATFORMS INC $1,842.95万1.04%32,212 18,638137.3% $1,066.34万 加仓
JEPI J P MORGAN EXCHANGE TRADED F $1,780.43万1.00%314,120 156,47699.3% $886.91万 加仓
VTI VANGUARD INDEX FDS $1,774.68万1.00%55,318 32,321140.5% $1,036.90万 加仓
SPYM SPDR SERIES TRUST $1,745.44万0.98%228,042 129,283130.9% $989.53万 加仓
ACWV ISHARES INC $1,425.61万0.80%119,288 60,572103.2% $723.89万 加仓
COST COSTCO WHOLESALE CORPORATION $1,380.93万0.78%13,858 8,032137.9% $800.38万 加仓
PM PHILIP MORRIS INTL INC $1,374.03万0.77%83,104 42,893106.7% $709.19万 加仓
VO VANGUARD INDEX FDS $1,360.15万0.77%47,362 23,713100.3% $680.99万 加仓
IAU ISHARES GOLD TR $1,359.99万0.77%154,264 73,83191.8% $650.89万 加仓
SCHG SCHWAB STRATEGIC TR $1,357.13万0.76%465,888 221,36190.5% $644.82万 加仓
IVW ISHARES TR $1,344.95万0.76%118,906 61,614107.5% $696.92万 加仓
SPYG SPDR SERIES TRUST $1,324.37万0.75%135,264 68,611102.9% $671.77万 加仓
— EXXON MOBIL CORP $1,323.56万0.75%78,012 40,223106.4% $682.43万 加仓
IGOV ISHARES TR $1,311.39万0.74%319,386 166,083108.3% $681.93万 加仓
VIG VANGUARD SPECIALIZED FUNDS $1,298.86万0.73%60,396 26,36077.4% $566.89万 加仓
WFC WELLS FARGO & CO $1,287.66万0.73%161,746 88,594121.1% $705.30万 加仓
VUG VANGUARD INDEX FDS $1,238.97万0.70%28,366 14,242100.8% $622.06万 加仓
DFAI DIMENSIONAL ETF TRUST $1,220.66万0.69%313,312 156,43999.7% $609.49万 加仓
V VISA INC $1,217.96万0.69%40,298 31,589362.7% $954.74万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $1,148.79万0.65%206,914 102,68198.5% $570.09万 加仓
PLTR PALANTIR TECHNOLOGIES INC $1,140.53万0.64%77,968 40,342107.2% $590.13万 加仓
PVAL PUTNAM ETF TRUST $1,131.54万0.64%243,866 113,57887.2% $527.00万 加仓
NFLX NETFLIX INC. $1,109.13万0.63%115,354 56,18595.0% $540.22万 加仓
AVGO BROADCOM INC $1,084.01万0.61%35,024 15,53879.7% $480.91万 加仓
IVE ISHARES TR $1,060.29万0.60%50,216 24,21493.1% $511.27万 加仓
QUAL ISHARES TR $1,054.62万0.59%54,982 27,578100.6% $528.98万 加仓
RTX RTX CORPORATION $1,034.32万0.58%53,620 30,194128.9% $582.44万 加仓
IXUS ISHARES TR $1,032.22万0.58%119,138 62,210109.3% $538.99万 加仓
TSLA TESLA INC $1,015.25万0.57%27,310 14,627115.3% $543.76万 加仓
AGG ISHARES TR $1,006.10万0.57%101,350 53,251110.7% $528.62万 加仓
LRCX LAM RESEARCH CORP $974.59万0.55%45,614 19,99778.1% $427.26万 加仓
FDVV FIDELITY COVINGTON TRUST $966.14万0.54%174,898 87,703100.6% $484.47万 加仓
JHMM JOHN HANCOCK EXCHANGE TRADED $961.81万0.54%143,298 65,65084.5% $440.64万 加仓
GVI ISHARES TR $919.37万0.52%86,180 42,98499.5% $458.55万 加仓
WMT WALMART INC $893.94万0.50%71,930 22,13044.4% $275.03万 加仓
SPDW SPDR INDEX SHS FDS $863.69万0.49%189,198 91,02392.7% $415.52万 加仓
BKNG BOOKING HOLDINGS INC $847.93万0.48%2,014 1,075114.5% $452.59万 加仓
SCHW SCHWAB CHARLES CORP $841.10万0.47%89,498 47,281112.0% $444.35万 加仓
RDVI FIRST TR EXCHANGE-TRADED FD $836.07万0.47%327,228 171,510110.1% $438.21万 加仓
JGRO J P MORGAN EXCHANGE TRADED F $834.63万0.47%98,750 49,572100.8% $418.98万 加仓
IUSB ISHARES TR $819.18万0.46%177,350 88,38999.4% $408.27万 加仓
COP CONOCOPHILLIPS $804.99万0.45%60,984 30,831102.2% $406.97万 加仓
CVX CHEVRON CORPORATION $789.27万0.44%38,148 21,723132.3% $449.44万 加仓
CMCSA COMCAST CORP NEW $787.79万0.44%274,396 145,679113.2% $418.24万 加仓
GE GE AEROSPACE $781.70万0.44%27,546 13,50396.2% $383.19万 加仓
NEM NEWMONT CORP $779.45万0.44%72,004 38,673116.0% $418.64万 加仓
IEMG ISHARES INC $772.55万0.44%110,760 32,57341.7% $227.20万 加仓
BAI BLACKROCK ETF TRUST $769.53万0.43%233,546 121,566108.6% $400.56万 加仓
VZ VERIZON COMMUNICATIONS INC $751.67万0.42%149,736 97,989189.4% $491.90万 加仓
SPY STATE STR SPDR S&P 500 ETF T $732.44万0.41%11,262 3,29041.3% $213.97万 加仓
AMD ADVANCED MICRO DEVICES INC $715.50万0.40%35,172 18,222107.5% $370.69万 加仓
IJR ISHARES TR $715.50万0.40%57,558 27,88994.0% $346.69万 加仓
CGBL CAPITAL GROUP CORE BALANCED $696.88万0.39%202,522 150,096286.3% $516.48万 加仓
ILDR FIRST TR EXCHNG TRADED FD VI $695.91万0.39%233,684 220,5211,675.3% $656.71万 加仓
VYM VANGUARD WHITEHALL FDS $687.65万0.39%46,432 26,478132.7% $392.13万 加仓
AMAT APPLIED MATLS INC $675.16万0.38%19,754 10,303109.0% $352.14万 加仓
ABBV ABBVIE INC $666.49万0.38%30,644 15,733105.5% $342.19万 加仓
— AIM ETF PRODUCTS TRUST $666.00万0.38%197,158 96,94296.7% $327.47万 加仓
SCHZ SCHWAB STRATEGIC TR $663.51万0.37%285,748 146,192104.8% $339.46万 加仓
THRO BLACKROCK ETF TRUST $661.40万0.37%182,606 94,013106.1% $340.51万 加仓
ADI ANALOG DEVICES INC $651.07万0.37%20,464 10,648108.5% $338.77万 加仓
JPIE J P MORGAN EXCHANGE TRADED F $649.54万0.37%140,990 71,586103.1% $329.80万 加仓
MA MASTERCARD INCORPORATED $641.24万0.36%12,834 6,576105.1% $328.56万 加仓
CAT CATERPILLAR INC $635.33万0.36%8,968 6,994354.3% $495.48万 加仓
GEV GE VERNOVA INC $631.28万0.36%7,232 3,56096.9% $310.75万 加仓
USTB VICTORY PORTFOLIOS II $618.29万0.35%122,240 73,540151.0% $371.97万 加仓
BIV VANGUARD BD INDEX FDS $614.28万0.35%79,592 37,34188.4% $288.19万 加仓
VEA VANGUARD TAX-MANAGED FDS $612.01万0.34%95,508 53,095125.2% $340.23万 加仓
MDT MEDTRONIC PLC $607.79万0.34%70,144 38,094118.9% $330.08万 加仓
NVS NOVARTIS AG $603.30万0.34%39,496 20,818111.5% $318.00万 加仓
BDX BECTON DICKINSON & CO $600.60万0.34%38,198 20,799119.5% $327.03万 加仓
HD HOME DEPOT INC $594.13万0.33%18,064 8,89597.0% $292.56万 加仓
GOOGL ALPHABET INC $592.56万0.33%20,606 10,577105.5% $304.16万 加仓
BAC BANK AMERICA CORP $591.58万0.33%121,350 86,857251.8% $423.43万 加仓
OMC OMNICOM GROUP INC $580.83万0.33%77,126 42,266121.2% $318.30万 加仓
QQQM INVESCO EXCH TRADED FD TR II $570.73万0.32%24,018 10,91383.3% $259.32万 加仓
SCHD SCHWAB STRATEGIC TR $565.92万0.32%184,460 101,171121.5% $310.39万 加仓
HWM HOWMET AEROSPACE INC $560.87万0.32%24,338 11,87895.3% $273.73万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $553.18万0.31%130,038 65,543101.6% $278.82万 加仓
NEAR ISHARES U S ETF TR $548.72万0.31%107,942 79,610281.0% $404.70万 加仓
GD GENERAL DYNAMICS CORP $539.06万0.30%15,706 8,526118.7% $292.63万 加仓
BNY BANK NEW YORK MELLON CORP $531.00万0.30%44,762 23,898114.5% $283.50万 加仓
FLMI FRANKLIN TEMPLETON ETF TR $526.70万0.30%212,464 113,923115.6% $282.42万 加仓
BWZ SPDR SERIES TRUST $515.31万0.29%191,424 98,433105.9% $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 42,34180.8% $229.23万 加仓
EFV ISHARES TR $497.49万0.28%66,912 21,58647.6% $160.49万 加仓
QQQ INVESCO QQQ TR $488.87万0.28%8,470 4,247100.6% $245.13万 加仓
DIS DISNEY WALT CO $488.42万0.28%50,676 34,753218.3% $334.95万 加仓