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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,566.34万 | 2.63% | 88,697 | -84,481 | -48.8% | -$2,444.35万 | 减仓 |
| IVV | ISHARES TR | $2,356.06万 | 2.42% | 31,461 | -29,925 | -48.7% | -$2,241.03万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,328.51万 | 2.39% | 116,374 | -106,960 | -47.9% | -$2,140.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,960.92万 | 2.01% | 52,519 | -46,441 | -46.9% | -$1,733.99万 | 减仓 |
| GOOG | ALPHABET INC | $1,909.48万 | 1.96% | 54,042 | -57,474 | -51.5% | -$2,030.74万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,892.77万 | 1.94% | 27,559 | -19,815 | -41.8% | -$1,360.90万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,645.33万 | 1.69% | 241,924 | -208,318 | -46.3% | -$1,416.77万 | 减仓 |
| AMZN | AMAZON COM INC | $1,440.15万 | 1.48% | 60,390 | -57,630 | -48.8% | -$1,374.33万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,344.25万 | 1.38% | 26,864 | -24,264 | -47.5% | -$1,214.15万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,325.91万 | 1.36% | 150,877 | -77,165 | -33.8% | -$678.13万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,198.67万 | 1.23% | 10,384 | 4,958 | 91.4% | $572.32万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $1,087.42万 | 1.12% | 321,436 | -291,260 | -47.5% | -$985.33万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,067.85万 | 1.10% | 28,864 | -26,454 | -47.8% | -$978.69万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,039.44万 | 1.07% | 31,761 | -34,019 | -51.7% | -$1,113.33万 | 减仓 |
| META | META PLATFORMS INC | $953.73万 | 0.98% | 16,931 | -15,281 | -47.4% | -$860.78万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $949.67万 | 0.98% | 16,355 | -18,817 | -53.5% | -$1,092.63万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $914.99万 | 0.94% | 21,122 | -24,492 | -53.7% | -$1,060.97万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $894.99万 | 0.92% | 158,461 | -155,659 | -49.6% | -$879.16万 | 减仓 |
| IVW | ISHARES TR | $874.17万 | 0.90% | 63,562 | -55,344 | -46.5% | -$761.15万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $862.16万 | 0.89% | 163,535 | -70,011 | -30.0% | -$369.10万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $859.45万 | 0.88% | 253,975 | -211,913 | -45.5% | -$717.11万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $828.78万 | 0.85% | 45,816 | -37,288 | -44.9% | -$674.51万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $811.28万 | 0.83% | 132,001 | -74,913 | -36.2% | -$460.42万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $790.21万 | 0.81% | 66,410 | -68,854 | -50.9% | -$819.29万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $771.53万 | 0.79% | 32,606 | -27,790 | -46.0% | -$657.57万 | 减仓 |
| ACWV | ISHARES INC | $751.30万 | 0.77% | 62,489 | -56,799 | -47.6% | -$682.89万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $694.49万 | 0.71% | 7,424 | -6,434 | -46.4% | -$601.88万 | 减仓 |
| AVGO | BROADCOM INC | $679.86万 | 0.70% | 17,996 | -17,028 | -48.6% | -$643.29万 | 减仓 |
| IGOV | ISHARES TR | $674.58万 | 0.69% | 164,412 | -154,974 | -48.5% | -$635.86万 | 减仓 |
| TSLA | TESLA INC | $673.25万 | 0.69% | 16,007 | -11,303 | -41.4% | -$475.40万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $663.63万 | 0.68% | 77,049 | -93,147 | -54.7% | -$802.28万 | 减仓 |
| VO | VANGUARD INDEX FDS | $655.36万 | 0.67% | 81,349 | -108,099 | -57.1% | -$870.86万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $649.69万 | 0.67% | 127,514 | -116,352 | -47.7% | -$592.81万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $646.41万 | 0.66% | 156,706 | -156,606 | -50.0% | -$646.00万 | 减仓 |
| IUSB | ISHARES TR | $644.86万 | 0.66% | 139,732 | -37,618 | -21.2% | -$173.61万 | 减仓 |
| V | VISA INC | $636.50万 | 0.65% | 18,553 | -21,745 | -54.0% | -$746.01万 | 减仓 |
| AMAT | APPLIED MATLS INC | $636.07万 | 0.65% | 8,798 | -10,956 | -55.5% | -$792.09万 | 减仓 |
| WMT | WALMART INC | $630.48万 | 0.65% | 55,487 | -16,443 | -22.9% | -$186.84万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $623.85万 | 0.64% | 83,224 | -60,074 | -41.9% | -$450.32万 | 减仓 |
| WFC | WELLS FARGO & CO | $618.72万 | 0.64% | 74,895 | -86,851 | -53.7% | -$717.49万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $603.41万 | 0.62% | 33,853 | -16,497 | -32.8% | -$294.05万 | 减仓 |
| IXUS | ISHARES TR | $572.52万 | 0.59% | 59,988 | -59,150 | -49.6% | -$564.53万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $552.66万 | 0.57% | 187,978 | -139,250 | -42.6% | -$409.39万 | 减仓 |
| IAU | ISHARES GOLD TR | $548.41万 | 0.56% | 72,628 | -81,636 | -52.9% | -$616.43万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $532.48万 | 0.55% | 88,320 | -86,578 | -49.5% | -$521.98万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $518.04万 | 0.53% | 44,402 | -33,566 | -43.1% | -$391.62万 | 减仓 |
| AGG | ISHARES TR | $514.62万 | 0.53% | 51,992 | -49,358 | -48.7% | -$488.54万 | 减仓 |
| GE | GE AEROSPACE | $513.47万 | 0.53% | 13,950 | -13,596 | -49.4% | -$500.44万 | 减仓 |
| IVE | ISHARES TR | $512.85万 | 0.53% | 22,587 | -27,629 | -55.0% | -$627.34万 | 减仓 |
| RTX | RTX CORPORATION | $500.60万 | 0.51% | 26,419 | -27,201 | -50.7% | -$515.41万 | 减仓 |
| CAT | CATERPILLAR INC | $489.54万 | 0.50% | 4,599 | -4,369 | -48.7% | -$465.06万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $481.23万 | 0.49% | 95,501 | -93,697 | -49.5% | -$472.14万 | 减仓 |
| GVI | ISHARES TR | $472.64万 | 0.49% | 44,548 | -41,632 | -48.3% | -$441.70万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $464.12万 | 0.48% | 47,075 | -51,675 | -52.3% | -$509.47万 | 减仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $456.30万 | 0.47% | 116,269 | -117,415 | -50.2% | -$460.80万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $451.51万 | 0.46% | 48,934 | -40,564 | -45.3% | -$374.28万 | 减仓 |
| IJR | ISHARES TR | $434.93万 | 0.45% | 29,326 | -28,232 | -49.0% | -$418.70万 | 减仓 |
| ABBV | ABBVIE INC | $425.39万 | 0.44% | 16,950 | -13,694 | -44.7% | -$343.67万 | 减仓 |
| IEMG | ISHARES INC | $412.74万 | 0.42% | 49,841 | -60,919 | -55.0% | -$504.48万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $412.52万 | 0.42% | 108,672 | -93,850 | -46.3% | -$356.25万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $409.67万 | 0.42% | 13,522 | -10,496 | -43.7% | -$317.99万 | 减仓 |
| GEV | GE VERNOVA INC | $407.14万 | 0.42% | 3,470 | -3,762 | -52.0% | -$441.40万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $406.77万 | 0.42% | 5,447 | -5,815 | -51.6% | -$434.25万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $380.41万 | 0.39% | 164,466 | -121,282 | -42.4% | -$280.53万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $378.56万 | 0.39% | 23,955 | -22,477 | -48.4% | -$355.20万 | 减仓 |
| GOOGL | ALPHABET INC | $366.67万 | 0.38% | 10,261 | -10,345 | -50.2% | -$369.67万 | 减仓 |
| NFLX | NETFLIX INC. | $360.47万 | 0.37% | 50,486 | -64,868 | -56.2% | -$463.16万 | 减仓 |
| COP | CONOCOPHILLIPS | $359.45万 | 0.37% | 34,569 | -26,415 | -43.3% | -$274.67万 | 减仓 |
| QQQ | INVESCO QQQ TR | $357.28万 | 0.37% | 4,853 | -3,617 | -42.7% | -$266.29万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $349.11万 | 0.36% | 110,093 | -74,367 | -40.3% | -$235.82万 | 减仓 |
| QUAL | ISHARES TR | $348.99万 | 0.36% | 15,904 | -39,078 | -71.1% | -$857.50万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $348.70万 | 0.36% | 23,042 | -15,156 | -39.7% | -$229.36万 | 减仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $346.44万 | 0.36% | 114,564 | -53,024 | -31.6% | -$160.34万 | 减仓 |
| NEM | NEWMONT CORP | $345.23万 | 0.35% | 36,957 | -35,047 | -48.7% | -$327.39万 | 减仓 |
| LLY | ELI LILLY & CO | $344.64万 | 0.35% | 2,874 | -650 | -18.4% | -$77.94万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $342.13万 | 0.35% | 79,361 | -103,245 | -56.5% | -$445.09万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $340.85万 | 0.35% | 138,788 | -135,608 | -49.4% | -$333.04万 | 减仓 |
| ADI | ANALOG DEVICES INC | $340.31万 | 0.35% | 8,567 | -11,897 | -58.1% | -$472.58万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $336.59万 | 0.35% | 47,264 | -48,244 | -50.5% | -$343.57万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $335.28万 | 0.34% | 66,235 | -56,005 | -45.8% | -$283.50万 | 减仓 |
| HD | HOME DEPOT INC | $335.04万 | 0.34% | 9,501 | -8,563 | -47.4% | -$301.97万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $330.27万 | 0.34% | 92,073 | -105,085 | -53.3% | -$376.94万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $322.71万 | 0.33% | 9,110 | -6,596 | -42.0% | -$233.65万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $321.11万 | 0.33% | 31,109 | -23,923 | -43.5% | -$246.93万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $320.95万 | 0.33% | 65,128 | -64,910 | -49.9% | -$319.88万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $320.87万 | 0.33% | 63,703 | 8,073 | 14.5% | $40.66万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $320.53万 | 0.33% | 11,922 | -12,416 | -51.0% | -$333.82万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $316.62万 | 0.33% | 68,755 | -72,235 | -51.2% | -$332.64万 | 减仓 |
| MDT | MEDTRONIC PLC | $312.29万 | 0.32% | 39,917 | -30,227 | -43.1% | -$236.48万 | 减仓 |
| OMC | OMNICOM GROUP INC | $309.56万 | 0.32% | 42,504 | -34,622 | -44.9% | -$252.15万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $307.80万 | 0.32% | 40,127 | -39,465 | -49.6% | -$302.72万 | 减仓 |
| CVX | CHEVRON CORPORATION | $305.55万 | 0.31% | 18,431 | -19,717 | -51.7% | -$326.87万 | 减仓 |
| FTNT | FORTINET INC | $301.89万 | 0.31% | 19,652 | -21,504 | -52.2% | -$330.34万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $293.01万 | 0.30% | 116,414 | -96,050 | -45.2% | -$241.76万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $291.16万 | 0.30% | 20,136 | -24,626 | -55.0% | -$356.09万 | 减仓 |
| BWZ | SPDR SERIES TRUST | $273.78万 | 0.28% | 102,347 | -89,077 | -46.5% | -$238.28万 | 减仓 |
| ORCL | ORACLE CORP | $273.22万 | 0.28% | 18,638 | -14,378 | -43.5% | -$210.77万 | 减仓 |
| ENB | ENBRIDGE INC | $273.15万 | 0.28% | 50,390 | -44,354 | -46.8% | -$240.43万 | 减仓 |
| NVS | NOVARTIS AG | $272.87万 | 0.28% | 17,411 | -22,085 | -55.9% | -$346.12万 | 减仓 |
| IYW | ISHARES TR | $269.44万 | 0.28% | 10,682 | -10,672 | -50.0% | -$269.18万 | 减仓 |