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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 3
增持 53
减持 45
清仓 49
方向
标的
Δ市值
现股数(环比)
增持
DIS
DISNEY WALT CO
-$9.8M
14,521
+16%
减持
IVW
ISHARES TR
-$3.3M
32,754
-62%
减持
GLD
SPDR GOLD TR
-$2.3M
10,091
-56%
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。
减持
BND
VANGUARD BD INDEX FDS
-$1.8M
38,693
-35%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.5M
81,475
+797%
减持
IJH
ISHARES TR
-$1.3M
2,916
-66%
建仓
CDL
VICTORY PORTFOLIOS II
+$1.3M
23,934
减持
ESGU
ISHARES TR
-$1.2M
79,694
-11%
减持
—
BARNES GROUP INC
-$1.2M
484,514
-1%
减持
SCHO
SCHWAB STRATEGIC TR
-$1.1M
6,698
-76%
清仓
ACWV
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF
-$1.0M
0
-100%
建仓
—
JAZZ PHARMACEUTICALS PLC
+$957.0K
7,182
减持
EFV
ISHARES TR
-$927.0K
62,969
-18%
减持
SCHZ
SCHWAB STRATEGIC TR
-$848.0K
33,440
-32%
增持
SCHG
SCHWAB STRATEGIC TR
+$835.0K
187,048
+13%
增持
BIV
VANGUARD BD INDEX FDS
+$802.0K
14,107
+366%
减持
LQD
ISHARES TR
-$751.0K
24,556
-17%
增持
UUP
INVESCO DB US DLR INDEX TR
+$662.0K
37,400
+124%
增持
MGV
VANGUARD WORLD FD
+$660.0K
10,469
+258%
增持
JBLU
JETBLUE AWYS CORP
+$656.0K
101,800
+4424%
减持
COMT
ISHARES U S ETF TR
-$655.0K
11,545
-56%
清仓
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$649.0K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$639.0K
4,874
-74%
清仓
—
DENBURY INC COM
-$607.0K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
-$587.0K
9,457
-49%
增持
—
CRISPR THERAPEUTICS AG
+$566.0K
12,756
+190%
增持
RPM
RPM INTL INC
+$554.0K
16,137
+61%
增持
FCTR
FIRST TR EXCHANGE-TRADED FD
+$543.0K
319,328
+11%
减持
USMV
ISHARES TR
-$534.0K
9,282
-43%
减持
EMB
ISHARES TR
-$499.0K
12,662
-28%
减持
IJS
ISHARES TR
-$489.0K
42,618
-5%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$473.0K
199,257
+5%
减持
IWL
ISHARES TR
-$460.0K
12,154
-27%
清仓
HYLB
X-TRACKERS USD HIGH YIELD CORPORATE BOND ETF
-$431.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$426.0K
21,105
+1781%
增持
IMCB
ISHARES TR
+$422.0K
11,695
+216%
减持
IUSB
ISHARES TR
-$421.0K
29,398
-20%
减持
GCOR
GOLDMAN SACHS ETF TR
-$418.0K
50,216
-12%
减持
TIP
ISHARES TR
-$417.0K
9,323
-24%
增持
MSFT
MICROSOFT CORP
-$413.0K
23,602
+3%
减持
SCHA
SCHWAB STRATEGIC TR
-$412.0K
11,696
-47%
增持
CVX
CHEVRON CORP NEW
+$410.0K
7,409
+64%
增持
AMZN
AMAZON COM INC
+$400.0K
39,025
+3%
清仓
MUB
ISHARES NATIONAL MUNI BOND ETF
-$397.0K
0
-100%
清仓
KWEB
KRANESHARES CSI CHINA INTERNET ETF
-$395.0K
0
-100%
减持
GSIE
GOLDMAN SACHS ETF TR
-$392.0K
55,871
-13%
增持
IEV
ISHARES TR
+$383.0K
10,442
+4060%
增持
IVE
ISHARES TR
+$383.0K
39,248
+16%
减持
IEMG
ISHARES INC
-$382.0K
58,452
-1%
增持
JPM
JPMORGAN CHASE & CO
+$375.0K
15,025
+42%
清仓
DBI
DESIGNER BRANDS INC CL A
-$368.0K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$368.0K
10,180
-34%
清仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$352.0K
0
-100%
清仓
—
PERRIGO CO PLC SHS
-$351.0K
0
-100%
减持
XSOE
WISDOMTREE TR
-$350.0K
26,277
-24%
增持
AGG
ISHARES TR
+$346.0K
21,231
+27%
清仓
FDX
FEDEX CORP COM
-$343.0K
0
-100%
清仓
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
-$340.0K
0
-100%
清仓
BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
-$337.0K
0
-100%
减持
IEFA
ISHARES TR
-$335.0K
45,439
-2%
减持
AUPH
AURINIA PHARMACEUTICALS INC
-$334.0K
16,825
-63%
清仓
STPZ
PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND
-$334.0K
0
-100%
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$332.0K
11,150
+17054%
增持
IEF
ISHARES TR
+$326.0K
10,142
+60%
增持
TSLA
TESLA INC
+$310.0K
6,930
+205%
减持
VTV
VANGUARD INDEX FDS
-$307.0K
7,720
-19%
减持
EFG
ISHARES TR
-$306.0K
14,502
-14%
清仓
CION
CION INVT CORP COM
-$299.0K
0
-100%
建仓
BKAG
BNY MELLON ETF TRUST
+$294.0K
7,107
增持
DGRO
ISHARES TR
-$291.0K
155,159
+3%
增持
IQLT
ISHARES TR
+$279.0K
80,224
+27%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$278.0K
43,702
+59%
增持
HDV
ISHARES TR
+$278.0K
8,211
+75%
增持
VO
VANGUARD INDEX FDS
+$275.0K
30,445
+10%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$272.0K
7,156
+704%
减持
BIL
SPDR SER TR
-$270.0K
2,520
-54%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$268.0K
2,878
+667%
清仓
VTC
VANGUARD TOTAL CORPORATE BOND ETF
-$268.0K
0
-100%
清仓
RBLX
ROBLOX CORP CL A
-$267.0K
0
-100%
减持
QYLD
GLOBAL X FDS
-$262.0K
98,010
-5%
增持
TLH
ISHARES TR
+$262.0K
5,732
+90%
增持
SBUX
STARBUCKS CORP
+$260.0K
6,930
+63%
清仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$256.0K
0
-100%
增持
FTEC
FIDELITY COVINGTON TRUST
-$249.0K
55,943
+1%
清仓
IYW
ISHARES U.S. TECHNOLOGY ETF
-$249.0K
0
-100%
增持
SPDW
SPDR INDEX SHS FDS
+$248.0K
60,980
+33%
减持
MA
MASTERCARD INCORPORATED
-$243.0K
2,867
-15%
增持
IUSV
ISHARES TR
+$239.0K
4,957
+368%
清仓
SQ
BLOCK INC CL A
-$238.0K
0
-100%
清仓
OMFL
INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
-$237.0K
0
-100%
清仓
INTC
INTEL CORP COM
-$237.0K
0
-100%
清仓
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
-$235.0K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$235.0K
11,747
+13%
清仓
MDY
SPDR S&P MIDCAP 400 ETF
-$232.0K
0
-100%
清仓
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
-$230.0K
0
-100%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$229.0K
60,758
+14%
减持
IWM
ISHARES TR
-$227.0K
2,002
-39%
减持
PFE
PFIZER INC
-$226.0K
17,530
-7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$225.0K
4,582
+2418%
减持
GSLC
GOLDMAN SACHS ETF TR
-$224.0K
43,247
-2%
减持
T
AT&T INC
-$222.0K
27,235
-11%
清仓
WEC
WEC ENERGY GROUP INC COM
-$221.0K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$221.0K
1,615
+151%
增持
COWZ
PACER FDS TR
+$220.0K
49,919
+18%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$219.0K
20,624
-2%
增持
IVV
ISHARES TR
-$219.0K
42,785
+4%
清仓
FE
FIRSTENERGY CORP COM
-$218.0K
0
-100%
清仓
MCK
MCKESSON CORP COM
-$217.0K
0
-100%
减持
FALN
ISHARES TR
-$215.0K
27,638
-22%
减持
ROKU
ROKU INC
-$215.0K
6,203
-10%
减持
QUAL
ISHARES TR
-$210.0K
9,307
-12%
清仓
NULV
NUVEEN ESG LARGE-CAP VALUE ETF
-$210.0K
0
-100%
增持
PTLC
PACER FDS TR
+$210.0K
9,727
+134%
清仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$210.0K
0
-100%
清仓
SHM
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
-$209.0K
0
-100%
清仓
VPL
VANGUARD FTSE PACIFIC ETF
-$209.0K
0
-100%
减持
EMLC
VANECK ETF TRUST
-$208.0K
10,686
-42%
清仓
OTIS
OTIS WORLDWIDE CORP COM
-$206.0K
0
-100%
清仓
SCHJ
SCHWAB 1-5 YEAR CORPORATE BOND ETF
-$204.0K
0
-100%
清仓
IXN
ISHARES GLOBAL TECH ETF
-$203.0K
0
-100%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$203.0K
15,352
+123%
清仓
IBM
INTERNATIONAL BUSINESS MACHS COM
-$202.0K
0
-100%
清仓
QHY
WISDOMTREE FUNDAMENTAL U.S. HIGH YIELD CORPORATE BOND FUND
-$202.0K
0
-100%
增持
NTR
NUTRIEN LTD
+$202.0K
13,116
+17%
减持
TLT
ISHARES TR
-$202.0K
7,437
-11%
增持
PDD
PINDUODUO INC
+$202.0K
7,524
+73%
清仓
MGK
VANGUARD MEGA CAP GROWTH ETF
-$202.0K
0
-100%
增持
WMT
WALMART INC
+$201.0K
16,752
+3%
清仓
IFRA
ISHARES U.S. INFRASTRUCTURE ETF
-$201.0K
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC COM
-$200.0K
0
-100%
清仓
SUSB
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
-$199.0K
0
-100%
增持
IJR
ISHARES TR
+$197.0K
84,026
+9%
增持
SCHW
SCHWAB CHARLES CORP
+$196.0K
5,613
+71%
清仓
BNY
BANK NEW YORK MELLON CORP COM
-$195.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$195.0K
42,697
+16%
清仓
HIG
HARTFORD FINL SVCS GROUP INC COM
-$195.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$194.0K
39,807
+8%
清仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$194.0K
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$194.0K
5,772
+119%
清仓
IXC
ISHARES GLOBAL ENERGY ETF
-$192.0K
0
-100%
增持
IXUS
ISHARES TR
+$192.0K
6,626
+161%
减持
AMAT
APPLIED MATLS INC
-$192.0K
11,397
-8%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING
-$192.0K
0
-100%
清仓
FMHI
FIRST TRUST MUNICIPAL HIGH INCOME ETF
-$191.0K
0
-100%
清仓
HYD
VANECK HIGH YIELD MUNI ETF
-$191.0K
0
-100%
清仓
SRVR
PACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETF
-$191.0K
0
-100%
清仓
ICLN
ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND
-$191.0K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$190.0K
3,204
-38%
减持
EWU
ISHARES TR
-$190.0K
22,532
-14%
增持
ENB
ENBRIDGE INC
-$189.0K
42,502
+2%
