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Patriot Financial Group Insurance Agency, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Patriot Financial Group Insurance Agency, LLC
报告期 2026-03-31 · CIK 0001694883
持仓数
701
前50大市值合计
$802.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 4
增持 54
减持 83
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
PTBD
PACER TRENDPILOT US BOND ETF
-$8.0M
2,029
-99%
增持
ICOW
PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
+$3.7M
117,903
+24566%
增持
GLD
SPDR GOLD SHARES
+$3.2M
20,700
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
+609%
减持
—
BARNES GROUP INC COM
-$3.2M
488,613
-0%
增持
IJJ
ISHARES S&P MID-CAP 400 VALUE ETF
+$1.8M
27,045
+151%
增持
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$1.7M
33,923
+27038%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$1.7M
144,377
+34%
减持
AAPL
APPLE INC COM
-$1.6M
84,556
-8%
减持
META
META PLATFORMS INC CL A
-$1.4M
6,741
-22%
减持
SCHJ
SCHWAB 1-5 YEAR CORPORATE BOND ETF
-$1.4M
5,816
-82%
减持
PYPL
PAYPAL HLDGS INC COM
-$1.3M
6,002
-44%
减持
AUPH
AURINIA PHARMACEUTICALS INC COM
-$1.3M
49,975
-41%
减持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$1.2M
32,418
-15%
减持
IVV
ISHARES CORE S&P 500 ETF
-$1.1M
40,940
-1%
增持
NTR
NUTRIEN LTD COM
+$1.1M
11,165
+3335%
减持
GSLC
GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
-$1.1M
43,970
-17%
减持
EFG
ISHARES MSCI EAFE GROWTH ETF
-$939.0K
20,244
-23%
增持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
+$923.0K
7,093
+7366%
增持
COWZ
PACER US CASH COWS 100 ETF
+$899.0K
35,625
+92%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$896.0K
16,720
+53%
减持
NVDA
NVIDIA CORPORATION COM
-$891.0K
15,816
-11%
增持
BIV
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND
+$833.0K
14,218
+277%
增持
DXCM
DEXCOM INC COM
+$813.0K
1,614
+6356%
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$808.0K
117,939
+8%
建仓
ARW
ARROW ELECTRS INC COM
+$797.0K
6,716
清仓
PGF
INVESCO FINANCIAL PREFERRED ETF
-$753.0K
0
-100%
减持
NFLX
NETFLIX INC COM
-$752.0K
1,954
-21%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$748.0K
48,864
+52%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$701.0K
84,011
-1%
减持
PFE
PFIZER INC COM
-$687.0K
18,395
-34%
增持
GSUS
GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF
+$684.0K
22,524
+107%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$664.0K
158,097
+17%
减持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
-$648.0K
33,503
-36%
减持
VOO
VANGUARD S&P 500 ETF
-$640.0K
9,784
-9%
减持
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
-$627.0K
4,199
-64%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$625.0K
53,898
+1%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$620.0K
21,086
+140%
减持
MA
MASTERCARD INCORPORATED CL A
-$578.0K
3,626
-31%
减持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
-$576.0K
6,489
-43%
减持
IWL
ISHARES RUSSELL TOP 200 ETF
-$566.0K
20,248
-16%
减持
JPM
JPMORGAN CHASE & CO COM
-$559.0K
9,909
-18%
减持
CVS
CVS HEALTH CORP COM
-$543.0K
17,635
-22%
减持
IXG
ISHARES GLOBAL FINANCIALS ETF
-$534.0K
3,121
-68%
减持
IDXX
IDEXX LABS INC COM
-$527.0K
0
-100%
增持
IJS
ISHARES S&P SMALL-CAP 600 VALUE ETF
+$504.0K
27,338
+24%
减持
TSLA
TESLA INC COM
-$487.0K
2,099
-19%
减持
QCOM
QUALCOMM INC COM
-$484.0K
13,294
-3%
减持
HD
HOME DEPOT INC COM
-$479.0K
2,738
-12%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$478.0K
958
-81%
减持
AMZN
AMAZON COM INC COM
-$466.0K
1,675
-6%
减持
SPR
SPIRIT AEROSYSTEMS HLDGS INC COM CL A
-$463.0K
175
-98%
增持
GCOR
GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF
+$447.0K
62,461
+27%
清仓
KOMP
SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF
-$444.0K
0
-100%
减持
DIS
DISNEY WALT CO COM
-$439.0K
12,903
-10%
增持
PJAN
INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
+$427.0K
27,678
+94%
减持
GD
GENERAL DYNAMICS CORP COM
-$424.0K
446
-82%
增持
ROKU
ROKU INC COM CL A
-$423.0K
6,768
+22%
增持
IJR
ISHARES S&P SMALL-CAP FUND
-$423.0K
70,133
+1%
建仓
—
GLOBAL SHIP LEASE INC NEW COM CL A
+$423.0K
14,850
减持
ILCG
ISHARES MORNINGSTAR GROWTH ETF
-$418.0K
18,844
-18%
增持
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$415.0K
22,557
+97%
减持
LOW
LOWES COS INC COM
-$408.0K
3,289
-21%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$404.0K
3,739
-35%
建仓
—
TUTTLE CAPITAL SHORT INNOVATION ETF
+$404.0K
8,735
减持
MPC
MARATHON PETE CORP COM
-$403.0K
607
-91%
增持
FCTR
FIRST TRUST LUNT U.S. FACTOR ROTATION ETF
+$397.0K
273,470
+14%
增持
JHMM
JOHN HANCOCK MULTIFACTOR MID CAP ETF
+$395.0K
44,797
+27%
清仓
PTON
PELOTON INTERACTIVE INC CL A COM
-$394.0K
0
-100%
建仓
BBDC
BARINGS BDC INC COM
+$391.0K
37,840
减持
PG
PROCTER AND GAMBLE CO COM
-$386.0K
10,071
-14%
增持
MSFT
MICROSOFT CORP COM
-$383.0K
22,843
+3%
增持
ENB
ENBRIDGE INC COM
+$381.0K
36,998
+9%
减持
QQQ
INVESCO QQQ TRUST
-$381.0K
3,765
-14%
减持
CSCO
CISCO SYS INC COM
-$375.0K
14,413
-23%
减持
AMAT
APPLIED MATLS INC COM
-$374.0K
12,536
-3%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$371.0K
1,079
-7%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$369.0K
72,474
-9%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$367.0K
4,846
-36%
增持
IVLU
ISHARES MSCI INTL VALUE FACTOR ETF
+$365.0K
20,153
+247%
增持
ARKK
ARK INNOVATION ETF
-$364.0K
17,898
+9%
减持
EMB
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
-$352.0K
15,981
-9%
减持
—
MARATHON OIL CORP COM
-$351.0K
10,118
-73%
减持
AGGY
WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND
-$351.0K
20,563
-20%
增持
COMT
ISHARES COMMODITIES SELECT STRATEGY ETF
+$343.0K
28,508
+10%
减持
STPZ
PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND
-$341.0K
1,126
-85%
减持
NUE
NUCOR CORP COM
+$326.0K
10,410
-3%
减持
—
EXXON MOBIL CORP COM
+$319.0K
21,665
-10%
增持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$316.0K
27,295
+74%
增持
PMAR
INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH
+$309.0K
19,461
+92%
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$307.0K
1,382
-76%
增持
—
LIMELIGHT NETWORKS INC COM
+$306.0K
137,649
+14%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$300.0K
2,709
+0%
增持
FDEC
FT CBOE VEST U.S. EQUITY BUFFER ETF - DECEMBER
+$296.0K
9,746
+875%
减持
GIGB
GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF
-$296.0K
24,050
-13%
减持
TPR
TAPESTRY INC COM
-$294.0K
147
-98%
减持
SCHP
SCHWAB U.S. TIPS ETF
-$294.0K
17,166
-19%
减持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
-$286.0K
1,116
-83%
减持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
-$281.0K
1,876
-84%
增持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$275.0K
11,143
+105%
增持
SPTL
SPDR PORTFOLIO LONG TERM TREASURY ETF
+$273.0K
12,636
+159%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$266.0K
1,806
-52%
减持
ESGD
ISHARES MSCI EAFE ESG SELECT ETF
-$262.0K
10,252
-20%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$261.0K
58,768
+17%
增持
PFEB
INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
+$258.0K
21,388
+69%
减持
—
FOOT LOCKER INC COM
-$258.0K
222
-96%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$256.0K
6,293
+34%
清仓
—
KARYOPHARM THERAPEUTICS INC COM
-$249.0K
0
-100%
增持
GSIE
GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
+$246.0K
73,241
+20%
减持
WYNN
WYNN RESORTS LTD COM
-$246.0K
121
-96%
增持
FNCL
FIDELITY MSCI FINANCIALS INDEX ETF
+$244.0K
56,736
+12%
减持
MCD
MCDONALDS CORP COM
-$243.0K
5,652
-8%
减持
FAPR
FT CBOE VEST U.S. EQUITY BUFFER ETF - APRIL
-$238.0K
32,409
-18%
减持
IJH
ISHARES S&P MIDCAP FUND
-$238.0K
8,275
-5%
增持
—
LAM RESEARCH CORP COM
-$236.0K
2,225
+12%
减持
MOS
MOSAIC CO NEW COM
-$235.0K
853
-89%
减持
F
FORD MTR CO DEL COM
-$234.0K
31,379
-15%
减持
VUG
VANGUARD GROWTH INDEX FUND
-$233.0K
1,321
-31%
减持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
-$233.0K
1,083
-68%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$232.0K
15,034
+3%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
+$230.0K
31,843
+10%
减持
IEUR
ISHARES CORE MSCI EUROPE ETF
-$230.0K
327
-92%
增持
OEF
ISHARES S&P 100 ETF
+$228.0K
1,947
+139%
减持
TIPX
SPDR BLOOMBERG 1-10 YEAR TIPS ETF
-$224.0K
1,969
-84%
清仓
—
NORDSTROM INC COM
-$223.0K
0
-100%
减持
FLR
FLUOR CORP NEW COM
-$221.0K
500
-95%
减持
SMH
VANECK SEMICONDUCTOR ETF
-$218.0K
4,817
-2%
减持
QSIG
WISDOMTREE FUNDAMENTAL U.S. SHORT-TERM CORPORATE BOND FUND
-$217.0K
3,566
-54%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$214.0K
4,145
-36%
减持
CLF
CLEVELAND-CLIFFS INC NEW COM
-$213.0K
3,916
-75%
减持
SWK
STANLEY BLACK & DECKER INC COM
-$211.0K
4,087
-1%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
+$211.0K
4,821
+64%
减持
SPY
SPDR S&P 500 ETF
-$211.0K
3,375
-8%
增持
TIP
ISHARES TIPS BOND ETF
+$210.0K
10,510
+24%
增持
IIPR
INNOVATIVE INDL PPTYS INC COM
-$209.0K
3,711
+1%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$209.0K
1,340
-44%
清仓
STLD
STEEL DYNAMICS INC COM
-$208.0K
0
-100%
减持
VHT
VANGUARD HEALTH CARE INDEX FUND
-$208.0K
749
-50%
减持
—
PARAMOUNT GLOBAL CLASS B COM
-$207.0K
200
-97%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$203.0K
546
-31%
增持
FIS
FIDELITY NATL INFORMATION SVCS COM
+$201.0K
5,575
+70%
清仓
—
SPDR GOLD MINISHARES TRUST
-$201.0K
0
-100%
清仓
EPAM
EPAM SYS INC COM
-$201.0K
0
-100%
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$201.0K
10,563
-27%
增持
SLV
ISHARES SILVER TRUST
+$200.0K
13,498
+167%
增持
VB
VANGUARD SMALL-CAP INDEX FUND
+$199.0K
4,229
+36%
增持
SWKS
SKYWORKS SOLUTIONS INC COM
-$197.0K
9,189
+0%
减持
—
NUVEEN PFD & INCM SECURTIES FD COM
-$196.0K
57,449
-18%
清仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$193.0K
0
-100%
减持
—
DISCOVER FINL SVCS COM
-$193.0K
1,374
-54%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$192.0K
20,598
+17%
