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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 45
增持 51
减持 35
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
—
MARATHON OIL CORP
+$301.0M
13,109
增持
—
BARNES GROUP INC
+$5.9M
487,196
+1%
减持
FTEC
FIDELITY COVINGTON TRUST
-$3.9M
12,726
-77%
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。
清仓
LQD
ISHARES TR
-$2.5M
0
-100%
减持
IEMG
ISHARES INC
-$2.2M
6,257
-89%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.0M
219,493
+10%
增持
IVV
ISHARES TR
+$1.9M
44,812
+5%
减持
IEFA
ISHARES TR
-$1.7M
11,125
-76%
减持
AMZN
AMAZON COM INC
-$1.5M
34,204
-12%
增持
COWZ
PACER FDS TR
+$1.5M
76,596
+53%
增持
SPYV
SPDR SER TR
+$1.4M
188,470
+10%
增持
SPYG
SPDR SER TR
+$1.2M
157,738
+16%
增持
VO
VANGUARD INDEX FDS
+$1.2M
33,865
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
50,872
+113%
增持
IJR
ISHARES TR
+$1.1M
88,519
+5%
清仓
HYG
ISHARES TR
-$908.0K
0
-100%
减持
FPE
FIRST TR EXCH TRADED FD III
-$835.3K
99,206
-34%
减持
DGRO
ISHARES TR
+$803.9K
154,079
-1%
减持
AAPL
APPLE INC
-$782.9K
77,773
-1%
增持
IVE
ISHARES TR
+$768.3K
40,066
+2%
减持
GOVT
ISHARES TR
-$767.2K
79,788
-30%
减持
IVW
ISHARES TR
-$764.1K
19,332
-41%
清仓
TLT
ISHARES TR
-$762.0K
0
-100%
增持
TSLA
TESLA INC
-$676.0K
9,433
+36%
建仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
+$629.1K
8,785
增持
JPM
JPMORGAN CHASE & CO
+$612.1K
16,272
+8%
建仓
SHYG
ISHARES TR
+$600.7K
14,690
减持
EMB
ISHARES TR
-$599.0K
4,799
-62%
增持
VTI
VANGUARD INDEX FDS
+$566.1K
40,327
+1%
增持
FHLC
FIDELITY COVINGTON TRUST
+$551.2K
74,887
+2%
增持
IQLT
ISHARES TR
+$547.8K
85,731
+7%
建仓
—
INVESTMENT MANAGERS SER TR I
+$508.9K
9,335
增持
HDV
ISHARES TR
+$497.2K
11,965
+46%
减持
FENY
FIDELITY COVINGTON TRUST
+$493.5K
127,369
-1%
减持
FCX
FREEPORT-MCMORAN INC
+$492.6K
50,041
-3%
减持
ICOW
PACER FDS TR
+$490.7K
150,302
-4%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
+$490.6K
317,010
-1%
减持
—
EXXON MOBIL CORP
+$490.2K
22,405
-1%
减持
SCHP
SCHWAB STRATEGIC TR
-$472.4K
10,322
-47%
清仓
PDD
PINDUODUO INC
-$471.0K
0
-100%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$468.7K
1
增持
SPYM
SPDR SER TR
+$465.9K
153,444
+0%
增持
CMCSA
COMCAST CORP NEW
+$451.2K
48,704
+14%
增持
PG
PROCTER AND GAMBLE CO
+$446.9K
12,285
+14%
清仓
JXN
JACKSON FINANCIAL INC
-$419.0K
0
-100%
减持
TIP
ISHARES TR
-$418.6K
5,256
-44%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$416.0K
6,125
+11%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$406.4K
62,401
+12%
增持
MBB
ISHARES TR
+$403.2K
14,019
+43%
减持
EFV
ISHARES TR
+$399.9K
61,594
-2%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$397.9K
1,666
建仓
IYW
ISHARES TR
+$384.1K
5,156
增持
CDL
VICTORY PORTFOLIOS II
+$374.9K
27,915
+17%
增持
FNCL
FIDELITY COVINGTON TRUST
+$371.4K
68,009
+1%
减持
IJS
ISHARES TR
+$369.4K
42,529
-0%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$359.8K
63,339
+4%
建仓
XLF
SELECT SECTOR SPDR TR
+$352.2K
10,297
清仓
ROKU
ROKU INC
-$350.0K
0
-100%
减持
IEF
ISHARES TR
-$344.8K
6,569
-35%
增持
KGC
KINROSS GOLD CORP
+$344.4K
75,500
+655%
建仓
SUB
ISHARES TR
+$344.3K
3,302
增持
DXCM
DEXCOM INC
+$341.3K
9,681
+3%
建仓
EEMV
ISHARES INC
+$341.1K
6,430
增持
CVX
CHEVRON CORP NEW
+$340.7K
7,826
+6%
建仓
MTUM
ISHARES TR
+$326.6K
2,238
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$325.0K
7,399
清仓
ARTY
ISHARES TR
-$315.0K
0
-100%
减持
BND
VANGUARD BD INDEX FDS
-$314.4K
34,042
-12%
增持
XLE
SELECT SECTOR SPDR TR
+$314.0K
11,969
+18%
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$313.4K
21,150
+90%
减持
IJJ
ISHARES TR
+$308.8K
30,167
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$303.4K
10,909
+18%
清仓
BKAG
BNY MELLON ETF TRUST
-$294.0K
0
-100%
建仓
ADBE
ADOBE SYSTEMS INCORPORATED
+$292.4K
869
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$292.1K
15,587
-0%
减持
—
EDGIO INC
-$287.9K
104,475
-28%
增持
—
CRISPR THERAPEUTICS AG
-$286.9K
13,458
+6%
建仓
LCTU
BLACKROCK ETF TRUST
+$279.5K
6,588
增持
WMT
WALMART INC
+$278.3K
17,288
+3%
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$278.0K
0
-100%
减持
FALN
ISHARES TR
-$274.3K
15,715
-43%
减持
ILCG
ISHARES TR
-$273.1K
10,229
-36%
建仓
XLU
SELECT SECTOR SPDR TR
+$271.7K
3,854
增持
PM
PHILIP MORRIS INTL INC
+$267.4K
10,447
+10%
增持
POCT
INNOVATOR ETFS TR
+$266.1K
20,823
+66%
建仓
AIG
AMERICAN INTL GROUP INC
+$261.8K
4,140
建仓
XLP
SELECT SECTOR SPDR TR
+$260.9K
3,500
建仓
SUSB
ISHARES TR
+$259.4K
10,912
建仓
—
PERRIGO CO PLC
+$256.9K
7,535
建仓
BNY
BANK NEW YORK MELLON CORP
+$252.2K
5,541
建仓
NFE
NEW FORTRESS ENERGY INC
+$250.3K
5,900
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$250.1K
2,094
建仓
ORCL
ORACLE CORP
+$250.0K
3,059
增持
GLD
SPDR GOLD TR
+$249.7K
10,674
+6%
减持
NVDA
NVIDIA CORPORATION
+$246.3K
20,941
-10%
清仓
FDEC
FIRST TR EXCHNG TRADED FD VI
-$246.0K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$243.0K
0
-100%
减持
V
VISA INC
+$240.7K
8,484
-1%
增持
AGG
ISHARES TR
+$240.0K
23,560
+11%
增持
TFC
TRUIST FINL CORP
+$239.5K
11,400
+97%
建仓
MMM
3M CO
+$238.0K
1,985
增持
SPDW
SPDR INDEX SHS FDS
+$237.8K
60,991
+0%
建仓
WH
WYNDHAM HOTELS & RESORTS INC
+$236.8K
3,321
增持
PFE
PFIZER INC
+$236.2K
19,578
+12%
建仓
MCK
MCKESSON CORP
+$234.6K
625
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$231.7K
10,237
+62%
增持
MA
MASTERCARD INCORPORATED
+$230.3K
3,006
+5%
建仓
GM
GENERAL MTRS CO
+$228.2K
6,784
建仓
—
BARRICK GOLD CORP
+$226.3K
13,170
增持
JNJ
JOHNSON & JOHNSON
+$225.0K
10,076
+6%
减持
PBI
PITNEY BOWES INC
+$223.7K
153,350
-0%
建仓
GOF
GUGGENHEIM STRATEGIC OPPORTU
+$221.7K
14,568
建仓
ITA
ISHARES TR
+$221.6K
1,981
建仓
EMR
EMERSON ELEC CO
+$221.5K
2,306
清仓
SUSL
ISHARES TR
-$220.0K
0
-100%
减持
RPM
RPM INTL INC
+$218.5K
16,034
-1%
建仓
OTIS
OTIS WORLDWIDE CORP
+$218.0K
2,784
增持
ULTA
ULTA BEAUTY INC
+$217.6K
2,551
+5%
减持
MRK
MERCK & CO INC
+$217.5K
9,838
-3%
建仓
INTC
INTEL CORP
+$217.4K
8,226
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$217.1K
9,600
+32%
增持
MSFT
MICROSOFT CORP
+$216.7K
23,825
+1%
建仓
NULV
NUSHARES ETF TR
+$215.6K
6,296
建仓
HON
HONEYWELL INTL INC
+$214.4K
1,001
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$214.2K
2,553
建仓
VGT
VANGUARD WORLD FDS
+$212.1K
664
建仓
FANG
DIAMONDBACK ENERGY INC
+$212.1K
1,550
清仓
DFAE
DIMENSIONAL ETF TRUST
-$212.0K
0
-100%
清仓
DDWM
WISDOMTREE TR
-$210.0K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$209.9K
7,362
+31%
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$209.3K
2,760
减持
BIV
VANGUARD BD INDEX FDS
-$208.1K
11,153
-21%
建仓
VPL
VANGUARD INTL EQUITY INDEX F
+$208.1K
3,234
减持
VTV
VANGUARD INDEX FDS
-$207.2K
5,313
-31%
建仓
PSX
PHILLIPS 66
+$207.1K
1,990
建仓
WEC
WEC ENERGY GROUP INC
+$207.0K
2,208
清仓
ICVT
ISHARES TR
-$207.0K
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$206.0K
0
-100%
清仓
QLC
FLEXSHARES TR
-$205.0K
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$204.5K
1,451
清仓
GIS
GENERAL MLS INC
-$204.0K
0
-100%
建仓
PSA
PUBLIC STORAGE
+$203.4K
726
清仓
DINO
HF SINCLAIR CORP
-$203.0K
0
-100%
减持
LNC
LINCOLN NATL CORP IND
-$200.7K
12,706
-6%
建仓
JANW
AIM ETF PRODUCTS TRUST
+$200.6K
7,585
增持
COR
AMERISOURCEBERGEN CORP
+$196.7K
4,856
+8%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$193.2K
24,208
-23%
增持
MCD
MCDONALDS CORP
+$189.2K
5,590
+0%
增持
XLI
SELECT SECTOR SPDR TR
+$189.0K
4,623
+44%
增持
MGV
VANGUARD WORLD FD
+$185.3K
10,951
+5%
