PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
KNOXVILLE TN · SEC CIK 0001773830
$15.66亿2026Q1 申报市值
236持仓数
64.4%前十大占比 · 第一大 30.1%
3 / 8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
BND 加仓+$798.60万
VCIT 加仓+$265.28万
PNFP 新建仓+$236.51万
VCSH 加仓+$117.91万
VGSH 加仓+$112.11万
2026Q1 卖出最多 按季末市值估算
VEU 减仓-$335.19万
SCHB 减仓-$87.58万
VTI 减仓-$82.67万
NVDA 减仓-$70.41万
TLH 清仓-$64.86万
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 |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | $412.32万 | 0.26% | 46,769 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $428.50万 | 0.27% | 7,171 | 30 | 0.4% | $1.79万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.28% | 6 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $523.04万 | 0.33% | 158,737 | -4,732 | -2.9% | -$15.59万 | 减仓 |
| QQQ | INVESCO QQQ TR | $560.24万 | 0.36% | 9,707 | 266 | 2.8% | $15.35万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $561.83万 | 0.36% | 112,614 | 11,527 | 11.4% | $57.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $562.72万 | 0.36% | 32,266 | -4,037 | -11.1% | -$70.41万 | 减仓 |
| IVW | ISHARES TR | $565.37万 | 0.36% | 49,984 | -128 | -0.3% | -$1.45万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $583.89万 | 0.37% | 50,849 | -1,254 | -2.4% | -$14.40万 | 减仓 |
| IGIB | ISHARES TR | $609.58万 | 0.39% | 114,540 | -1,827 | -1.6% | -$9.72万 | 减仓 |
| SHY | ISHARES TR | $708.47万 | 0.45% | 85,802 | 775 | 0.9% | $6.40万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $714.45万 | 0.46% | 91,117 | 12,472 | 15.9% | $97.79万 | 加仓 |
| IDEV | ISHARES TR | $738.05万 | 0.47% | 88,315 | -2,929 | -3.2% | -$24.48万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $743.71万 | 0.48% | 242,410 | -184 | -0.1% | -$5,645 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $782.49万 | 0.50% | 305,184 | 624 | 0.2% | $1.60万 | 加仓 |
| ITOT | ISHARES TR | $840.17万 | 0.54% | 58,988 | -1,251 | -2.1% | -$17.82万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $869.12万 | 0.56% | 280,724 | -9,496 | -3.3% | -$29.40万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $869.40万 | 0.56% | 298,970 | -12,192 | -3.9% | -$35.45万 | 减仓 |
| AAPL | APPLE INC | $907.59万 | 0.58% | 35,762 | -1,479 | -4.0% | -$37.54万 | 减仓 |
| IEFA | ISHARES TR | $920.58万 | 0.59% | 101,688 | -7,090 | -6.5% | -$64.19万 | 减仓 |
| MUB | ISHARES TR | $927.10万 | 0.59% | 87,338 | 513 | 0.6% | $5.45万 | 加仓 |
| IGSB | ISHARES TR | $980.80万 | 0.63% | 186,606 | 188 | 0.1% | $9,881 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,099.92万 | 0.70% | 36,805 | -253 | -0.7% | -$7.56万 | 减仓 |
| IEMG | ISHARES INC | $1,140.43万 | 0.73% | 163,502 | -3,784 | -2.3% | -$26.39万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,214.75万 | 0.78% | 490,807 | -17,001 | -3.3% | -$42.08万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,245.65万 | 0.80% | 57,921 | -413 | -0.7% | -$8.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,382.01万 | 0.88% | 21,251 | 1 | 0.0% | $650 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,393.74万 | 0.89% | 290,060 | 14,062 | 5.1% | $67.57万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,519.57万 | 0.97% | 52,913 | -115 | -0.2% | -$3.30万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $1,534.94万 | 0.98% | 103,642 | -1,855 | -1.8% | -$27.47万 | 减仓 |
| VDC | VANGUARD WORLD FD | $1,550.00万 | 0.99% | 69,015 | -434 | -0.6% | -$9.75万 | 减仓 |
| IVV | ISHARES TR | $1,647.78万 | 1.05% | 25,226 | 30 | 0.1% | $1.96万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,654.97万 | 1.06% | 282,707 | 19,151 | 7.3% | $112.11万 | 加仓 |
| VPU | VANGUARD WORLD FD | $1,804.23万 | 1.15% | 91,058 | -2,109 | -2.3% | -$41.79万 | 减仓 |
| AGG | ISHARES TR | $1,982.73万 | 1.27% | 199,731 | 1,424 | 0.7% | $14.14万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,206.25万 | 1.41% | 248,732 | 4,764 | 2.0% | $42.26万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,565.47万 | 1.64% | 1,022,101 | -34,892 | -3.3% | -$87.58万 | 减仓 |
| VB | VANGUARD INDEX FDS | $2,602.82万 | 1.66% | 99,375 | -1,729 | -1.7% | -$45.29万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $3,913.17万 | 2.50% | 809,845 | 19,746 | 2.5% | $95.41万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4,023.45万 | 2.57% | 507,562 | 14,875 | 3.0% | $117.91万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,997.76万 | 3.19% | 924,655 | 5,896 | 0.6% | $31.87万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5,946.43万 | 3.80% | 791,802 | -44,633 | -5.3% | -$335.19万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $6,931.70万 | 4.43% | 837,667 | 32,058 | 4.0% | $265.28万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $8,843.82万 | 5.65% | 1,380,121 | -1,938 | -0.1% | -$12.42万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1.39亿 | 8.89% | 1,889,555 | 108,446 | 6.1% | $798.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $4.70亿 | 30.05% | 1,466,525 | -2,577 | -0.2% | -$82.67万 | 减仓 |