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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 40
增持 66
减持 23
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
—
MARATHON OIL CORP
-$300.8M
11,470
-13%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$5.1M
136,430
-57%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$3.5M
134,963
+113%
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。
增持
IVV
ISHARES TR
+$3.2M
49,674
+11%
增持
AAPL
APPLE INC
+$3.2M
80,599
+4%
建仓
GDX
VANECK ETF TRUST
+$2.5M
76,969
增持
CDL
VICTORY PORTFOLIOS II
+$2.4M
70,930
+154%
减持
NVDA
NVIDIA CORPORATION
+$2.3M
19,359
-8%
建仓
UITB
VICTORY PORTFOLIOS II
+$1.7M
35,442
增持
MSFT
MICROSOFT CORP
+$1.6M
25,293
+6%
建仓
CMC
COMMERCIAL METALS CO
+$1.5M
31,375
建仓
TFLO
ISHARES TR
+$1.3M
24,807
清仓
FTEC
FIDELITY COVINGTON TRUST
-$1.2M
0
-100%
增持
SPYG
SPDR SER TR
+$1.2M
166,005
+5%
增持
QUAL
ISHARES TR
+$1.1M
16,920
+101%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.1M
22,883
-55%
减持
ESGU
ISHARES TR
-$1.1M
55,802
-23%
清仓
FLOT
ISHARES TR
-$1.1M
0
-100%
清仓
—
HOLOGIC INC
-$1.1M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.1M
38,032
+11%
增持
GSUS
GOLDMAN SACHS ETF TR
+$1.0M
41,230
+66%
增持
QCOM
QUALCOMM INC
+$959.4K
19,970
+38%
清仓
NTR
NUTRIEN LTD
-$937.1K
0
-100%
增持
IJH
ISHARES TR
+$897.7K
5,952
+144%
增持
IJR
ISHARES TR
+$813.1K
95,042
+7%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$777.6K
39,642
-48%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$771.0K
221,012
+1%
减持
TSLA
TESLA INC
+$756.4K
9,247
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$752.7K
173,598
-9%
增持
BND
VANGUARD BD INDEX FDS
+$668.2K
42,176
+24%
减持
GSLC
GOLDMAN SACHS ETF TR
-$658.8K
31,017
-26%
增持
—
LAM RESEARCH CORP
+$654.7K
2,739
+44%
清仓
JBLU
JETBLUE AWYS CORP
-$638.7K
0
-100%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$633.8K
142,738
清仓
ON
ON SEMICONDUCTOR CORP
-$631.2K
0
-100%
减持
META
META PLATFORMS INC
+$618.5K
8,176
-12%
增持
—
CRISPR THERAPEUTICS AG
+$614.6K
25,684
+91%
清仓
TROW
PRICE T ROWE GROUP INC
-$607.1K
0
-100%
建仓
SCHX
SCHWAB STRATEGIC TR
+$606.3K
12,534
清仓
EXEL
EXELIXIS INC
-$601.9K
0
-100%
清仓
SHY
ISHARES TR
-$576.7K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$570.0K
45,150
+33%
增持
MBB
ISHARES TR
+$558.5K
19,622
+40%
增持
IEMG
ISHARES INC
+$551.5K
17,292
+176%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$540.8K
7,879
+29%
增持
BKNG
BOOKING HOLDINGS INC
+$531.5K
461
+34%
建仓
SLB
SCHLUMBERGER LTD
+$524.0K
10,673
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$511.6K
7,717
+96%
减持
CVS
CVS HEALTH CORP
-$495.2K
15,357
-13%
增持
VO
VANGUARD INDEX FDS
+$490.5K
35,049
+3%
增持
SPYM
SPDR SER TR
+$489.5K
153,508
+0%
增持
EFG
ISHARES TR
+$485.9K
17,434
+27%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$477.2K
1,041
增持
JPM
JPMORGAN CHASE & CO
+$477.0K
20,406
+25%
减持
EELV
INVESCO EXCH TRADED FD TR II
-$474.7K
11,372
-65%
建仓
CFA
VICTORY PORTFOLIOS II
+$461.6K
6,714
建仓
XLV
SELECT SECTOR SPDR TR
+$453.6K
3,504
增持
PEP
PEPSICO INC
+$446.8K
7,044
+52%
增持
SPYV
SPDR SER TR
+$446.7K
190,970
+1%
增持
IUSG
ISHARES TR
+$439.9K
8,279
+129%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$434.7K
6,650
-69%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$432.9K
12,341
+29%
增持
GOOG
ALPHABET INC
+$430.2K
20,509
+7%
增持
GCOR
GOLDMAN SACHS ETF TR
+$422.0K
57,566
+18%
增持
IVE
ISHARES TR
+$417.4K
41,050
+2%
增持
IYW
ISHARES TR
+$416.5K
8,626
+67%
建仓
CELH
CELSIUS HLDGS INC
+$416.4K
4,480
增持
GOOGL
ALPHABET INC
+$416.3K
21,761
+4%
减持
FPE
FIRST TR EXCH TRADED FD III
-$414.8K
78,437
-21%
建仓
MUB
ISHARES TR
+$408.0K
3,787
增持
IQLT
ISHARES TR
+$407.1K
90,196
+5%
增持
UNP
UNION PAC CORP
+$383.7K
4,285
+85%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$368.9K
69,339
+11%
建仓
VLO
VALERO ENERGY CORP
+$367.9K
2,635
增持
SCZ
ISHARES TR
+$367.3K
16,841
+50%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$366.6K
3,661
减持
SHYG
ISHARES TR
-$363.5K
5,691
-61%
建仓
—
SPIRIT AIRLS INC
+$362.8K
21,127
增持
IEFA
ISHARES TR
+$355.5K
15,576
+40%
增持
ORCL
ORACLE CORP
+$350.0K
6,457
+111%
建仓
EMGF
ISHARES INC
+$347.3K
8,364
增持
CMCSA
COMCAST CORP NEW
+$347.0K
54,080
+11%
清仓
EEMV
ISHARES INC
-$341.1K
0
-100%
建仓
ACWV
ISHARES INC
+$339.2K
3,506
清仓
ALL
ALLSTATE CORP
-$338.1K
0
-100%
增持
KMX
CARMAX INC
+$337.4K
11,514
+74%
增持
FVAL
FIDELITY COVINGTON TRUST
+$336.8K
42,140
+16%
建仓
XLC
SELECT SECTOR SPDR TR
+$328.5K
5,666
减持
FTNT
FORTINET INC
+$327.4K
19,760
-2%
增持
DDD
3-D SYS CORP DEL
+$326.8K
45,400
+110%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$325.0K
0
-100%
建仓
USTB
VICTORY PORTFOLIOS II
+$323.5K
6,596
建仓
EAGG
ISHARES TR
+$318.3K
6,622
增持
XLY
SELECT SECTOR SPDR TR
+$316.9K
4,086
+79%
建仓
XLB
SELECT SECTOR SPDR TR
+$316.9K
3,929
增持
XLK
SELECT SECTOR SPDR TR
+$316.3K
6,265
+24%
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$311.3K
14,499
减持
VTI
VANGUARD INDEX FDS
-$311.3K
36,251
-10%
清仓
COMT
ISHARES U S ETF TR
-$309.5K
0
-100%
清仓
BAB
INVESCO EXCH TRADED FD TR II
-$298.8K
0
-100%
减持
CI
THE CIGNA GROUP
-$298.6K
2,127
-16%
增持
IUSB
ISHARES TR
+$295.6K
37,945
+17%
增持
ARKK
ARK ETF TR
+$295.1K
23,810
+12%
建仓
CWST
CASELLA WASTE SYS INC
+$294.4K
3,562
建仓
XLRE
SELECT SECTOR SPDR TR
+$294.3K
7,872
清仓
CLX
CLOROX CO DEL
-$292.7K
0
-100%
建仓
VOX
VANGUARD WORLD FDS
+$289.5K
2,995
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$289.0K
3,143
减持
ABBV
ABBVIE INC
-$284.5K
4,304
-28%
建仓
SNY
SANOFI
+$283.0K
5,200
清仓
KRE
SPDR SER TR
-$277.1K
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$276.2K
7,190
+105%
建仓
VTIP
VANGUARD MALVERN FDS
+$276.0K
5,771
增持
—
BARNES GROUP INC
-$275.9K
487,240
+0%
建仓
NVS
NOVARTIS AG
+$274.7K
2,986
增持
AGG
ISHARES TR
+$271.5K
25,658
+9%
建仓
NKE
NIKE INC
+$270.7K
2,207
减持
AMAT
APPLIED MATLS INC
+$270.4K
10,877
-1%
建仓
URA
GLOBAL X FDS
+$269.1K
13,500
减持
HD
HOME DEPOT INC
-$267.7K
2,645
-20%
增持
SPY
SPDR S&P 500 ETF TR
+$265.2K
3,666
+13%
建仓
MU
MICRON TECHNOLOGY INC
+$265.0K
4,392
减持
AMD
ADVANCED MICRO DEVICES INC
+$257.3K
7,794
-0%
增持
—
EXXON MOBIL CORP
+$257.0K
24,879
+11%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$251.8K
1,718
增持
CRM
SALESFORCE INC
+$251.1K
3,137
+11%
清仓
NFE
NEW FORTRESS ENERGY INC
-$250.3K
0
-100%
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$250.1K
0
-100%
增持
V
VISA INC
+$248.1K
8,919
+5%
增持
TIP
ISHARES TR
+$247.2K
7,317
+39%
增持
PFEB
INNOVATOR ETFS TR
+$247.0K
29,036
+37%
建仓
—
EATON CORP PLC
+$246.4K
1,438
建仓
LLY
LILLY ELI & CO
+$245.1K
714
建仓
MGK
VANGUARD WORLD FD
+$238.7K
1,167
建仓
MPC
MARATHON PETE CORP
+$237.6K
1,762
清仓
IAT
ISHARES TR
-$235.3K
0
-100%
增持
FCX
FREEPORT-MCMORAN INC
+$235.1K
52,229
+4%
增持
PM
PHILIP MORRIS INTL INC
+$234.6K
13,285
+27%
增持
MRK
MERCK & CO INC
+$234.0K
12,459
+27%
增持
—
JAZZ PHARMACEUTICALS PLC
+$233.8K
9,209
+32%
清仓
GME
GAMESTOP CORP NEW
-$233.4K
0
-100%
减持
SCHP
SCHWAB STRATEGIC TR
-$232.1K
5,641
-45%
增持
BAC
BANK AMERICA CORP
+$228.3K
45,181
+41%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$226.6K
14,188
+41%
建仓
RMBS
RAMBUS INC DEL
+$225.6K
4,401
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$225.5K
1,559
建仓
GD
GENERAL DYNAMICS CORP
+$225.5K
988
增持
PJAN
INNOVATOR ETFS TR
+$223.3K
30,722
+21%
增持
XLI
SELECT SECTOR SPDR TR
+$222.7K
6,688
+45%
清仓
EMR
EMERSON ELEC CO
-$221.5K
0
-100%
