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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 31
增持 68
减持 30
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$2.4M
51,120
+3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.3M
101,904
+518%
减持
AAPL
APPLE INC
+$2.1M
79,488
-1%
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。
建仓
DFNM
DIMENSIONAL ETF TRUST
+$2.0M
41,856
增持
SPY
SPDR S&P 500 ETF TR
+$1.9M
7,766
+112%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.9M
176,613
+2%
增持
MSFT
MICROSOFT CORP
+$1.6M
26,087
+3%
建仓
DFAE
DIMENSIONAL ETF TRUST
+$1.5M
63,295
减持
ESGU
ISHARES TR
-$1.4M
37,343
-33%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
10,919
+39%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$1.2M
0
-100%
减持
EFV
ISHARES TR
-$1.2M
29,655
-45%
增持
VUG
VANGUARD INDEX FDS
+$1.0M
4,597
+305%
减持
BND
VANGUARD BD INDEX FDS
-$975.7K
29,414
-30%
减持
AMZN
AMAZON COM INC
+$929.4K
37,264
-2%
减持
VTI
VANGUARD INDEX FDS
-$907.8K
29,467
-19%
减持
—
BARNES GROUP INC
+$903.9K
486,606
-0%
减持
BCAT
BLACKROCK CAP ALLOCATION TER
-$750.8K
16,957
-75%
增持
DGRO
ISHARES TR
+$715.1K
163,189
+6%
增持
TSLA
TESLA INC
+$706.1K
10,026
+8%
减持
GOVT
ISHARES TR
-$699.8K
50,903
-36%
增持
META
META PLATFORMS INC
+$698.2K
8,471
+4%
增持
QUAL
ISHARES TR
+$694.9K
20,717
+22%
减持
TFLO
ISHARES TR
-$676.2K
11,423
-54%
增持
IEF
ISHARES TR
+$669.7K
14,144
+101%
增持
GOOG
ALPHABET INC
+$653.0K
23,030
+12%
建仓
PJUN
INNOVATOR ETFS TR
+$635.5K
20,066
增持
UITB
VICTORY PORTFOLIOS II
+$607.8K
49,112
+39%
增持
IJR
ISHARES TR
+$594.5K
98,194
+3%
增持
IAU
ISHARES GOLD TR
+$578.3K
26,120
+162%
增持
XLK
SELECT SECTOR SPDR TR
+$563.5K
8,683
+39%
减持
ENB
ENBRIDGE INC
-$554.8K
27,841
-33%
增持
CI
THE CIGNA GROUP
+$513.4K
3,767
+77%
减持
SCHZ
SCHWAB STRATEGIC TR
-$496.1K
35,137
-22%
增持
VB
VANGUARD INDEX FDS
+$484.9K
6,747
+49%
增持
JPM
JPMORGAN CHASE & CO
+$484.8K
21,617
+6%
增持
VO
VANGUARD INDEX FDS
+$478.6K
35,752
+2%
增持
CDL
VICTORY PORTFOLIOS II
+$472.5K
80,455
+13%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$470.5K
17,331
建仓
DDOG
DATADOG INC
+$455.1K
4,626
增持
IYW
ISHARES TR
+$452.0K
11,505
+33%
增持
USTB
VICTORY PORTFOLIOS II
+$451.7K
15,861
+140%
增持
PMAY
INNOVATOR ETFS TR
+$440.2K
28,023
+104%
增持
ORCL
ORACLE CORP
+$437.1K
8,709
+35%
增持
IWM
ISHARES TR
+$428.6K
4,175
+111%
增持
IVE
ISHARES TR
+$428.2K
41,305
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$420.3K
4,316
+177%
建仓
PJUL
INNOVATOR ETFS TR
+$411.2K
12,016
增持
VOO
VANGUARD INDEX FDS
+$405.2K
10,816
+2%
增持
PAPR
INNOVATOR ETFS TR
+$385.3K
38,199
+41%
增持
ACWV
ISHARES INC
+$377.8K
7,312
+109%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$371.7K
208,130
-6%
清仓
VLO
VALERO ENERGY CORP
-$367.9K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$365.4K
0
-100%
增持
GE
GENERAL ELECTRIC CO
+$361.5K
7,091
+62%
清仓
EWG
ISHARES INC
-$360.9K
0
-100%
增持
VEEV
VEEVA SYS INC
+$359.8K
5,083
+45%
清仓
MCHI
ISHARES TR
-$355.0K
0
-100%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$354.6K
129,017
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$352.0K
17,433
+544%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$344.0K
1,511
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$337.6K
8,550
+11%
增持
ARKK
ARK ETF TR
+$333.9K
29,324
+23%
建仓
HRL
HORMEL FOODS CORP
+$333.8K
8,300
建仓
GNMA
ISHARES TR
+$331.5K
7,562
增持
—
CRISPR THERAPEUTICS AG
+$328.0K
26,535
+3%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$324.8K
0
-100%
建仓
SHY
ISHARES TR
+$323.2K
3,986
减持
QCOM
QUALCOMM INC
-$307.4K
18,821
-6%
建仓
SOXX
ISHARES TR
+$305.3K
602
增持
COWZ
PACER FDS TR
+$303.7K
78,682
+7%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$301.9K
0
-100%
清仓
XLRE
SELECT SECTOR SPDR TR
-$294.3K
0
-100%
建仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$294.2K
11,087
减持
—
JAZZ PHARMACEUTICALS PLC
-$293.7K
8,501
-8%
减持
SPYV
SPDR SER TR
+$293.7K
186,805
-2%
增持
—
INVESTMENT MANAGERS SER TR I
+$291.6K
20,495
+83%
减持
EFG
ISHARES TR
-$285.0K
14,130
-19%
减持
GOOGL
ALPHABET INC
+$284.9K
21,238
-2%
增持
FTNT
FORTINET INC
+$280.0K
21,077
+7%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$276.1K
10,753
清仓
TGT
TARGET CORP
-$273.1K
0
-100%
建仓
JXN
JACKSON FINANCIAL INC
+$269.6K
8,808
清仓
URA
GLOBAL X FDS
-$269.1K
0
-100%
增持
BAC
BANK AMERICA CORP
+$268.5K
54,399
+20%
清仓
—
TRANSOCEAN LTD
-$268.5K
0
-100%
建仓
IWP
ISHARES TR
+$266.4K
2,757
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$264.2K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$260.3K
3,223
+31%
减持
IUSB
ISHARES TR
-$258.8K
32,821
-14%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$254.7K
135,173
+0%
建仓
EMR
EMERSON ELEC CO
+$251.8K
2,786
建仓
NEM
NEWMONT CORP
+$249.2K
5,842
增持
FIS
FIDELITY NATL INFORMATION SV
+$246.5K
15,762
+39%
清仓
USHY
ISHARES TR
-$242.1K
0
-100%
增持
DXCM
DEXCOM INC
+$241.4K
10,840
+9%
增持
SCHW
SCHWAB CHARLES CORP
+$241.3K
14,939
+29%
增持
CSX
CSX CORP
+$237.5K
18,121
+43%
清仓
SHYG
ISHARES TR
-$237.2K
0
-100%
减持
XLE
SELECT SECTOR SPDR TR
-$236.6K
10,647
-20%
增持
COP
CONOCOPHILLIPS
+$235.5K
8,603
+30%
建仓
DINO
HF SINCLAIR CORP
+$233.8K
5,242
减持
AVGO
BROADCOM INC
+$233.5K
1,090
-2%
增持
F
FORD MTR CO DEL
+$233.3K
41,978
+32%
增持
NKE
NIKE INC
+$231.8K
4,553
+106%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$230.5K
5,541
-40%
建仓
ED
CONSOLIDATED EDISON INC
+$230.5K
2,549
增持
DFAT
DIMENSIONAL ETF TRUST
+$229.5K
45,448
+8%
清仓
SUSB
ISHARES TR
-$228.1K
0
-100%
建仓
GVI
ISHARES TR
+$227.0K
2,206
清仓
RMBS
RAMBUS INC DEL
-$225.6K
0
-100%
建仓
IGV
ISHARES TR
+$224.8K
650
建仓
DVN
DEVON ENERGY CORP NEW
+$224.1K
4,636
建仓
DFCF
DIMENSIONAL ETF TRUST
+$223.2K
5,348
减持
MBB
ISHARES TR
-$222.7K
17,542
-11%
增持
WMT
WALMART INC
+$219.3K
17,858
+2%
清仓
DE
DEERE & CO
-$217.2K
0
-100%
减持
SPYG
SPDR SER TR
+$216.2K
154,175
-7%
增持
FHLC
FIDELITY COVINGTON TRUST
+$216.1K
78,263
+2%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$213.9K
21,263
-18%
减持
GDX
VANECK ETF TRUST
-$212.8K
75,628
-2%
建仓
GNRC
GENERAC HLDGS INC
+$212.5K
1,425
增持
IJH
ISHARES TR
+$211.9K
6,505
+9%
增持
SPEM
SPDR INDEX SHS FDS
+$211.6K
54,307
+12%
增持
WFC
WELLS FARGO CO NEW
+$211.1K
32,723
+3%
增持
SPSM
SPDR SER TR
+$210.6K
16,915
+43%
清仓
WEC
WEC ENERGY GROUP INC
-$209.6K
0
-100%
建仓
ANGL
VANECK ETF TRUST
+$209.3K
7,539
清仓
MTUM
ISHARES TR
-$209.0K
0
-100%
建仓
CL
COLGATE PALMOLIVE CO
+$208.4K
2,705
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$208.2K
1,370
清仓
SO
SOUTHERN CO
-$208.2K
0
-100%
建仓
DVY
ISHARES TR
+$207.6K
1,832
增持
MCD
MCDONALDS CORP
+$207.1K
6,037
+6%
建仓
—
ACCENTURE PLC IRELAND
+$206.7K
670
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$204.7K
2,842
增持
PM
PHILIP MORRIS INTL INC
+$204.7K
15,331
+15%
减持
EUSB
ISHARES TR
-$203.9K
20,134
-18%
减持
AMAT
APPLIED MATLS INC
+$203.7K
10,653
-2%
增持
SMH
VANECK ETF TRUST
+$203.3K
8,997
+103%
增持
FNCL
FIDELITY COVINGTON TRUST
+$202.6K
69,645
+2%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$201.8K
2,484
增持
JNJ
JOHNSON & JOHNSON
+$201.1K
12,182
+4%
清仓
BSV
VANGUARD BD INDEX FDS
-$201.0K
0
-100%
减持
KMX
CARMAX INC
+$198.2K
11,211
-3%
增持
BDX
BECTON DICKINSON & CO
+$194.6K
2,360
+36%
增持
QQQ
INVESCO QQQ TR
+$193.3K
1,776
+23%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$192.6K
1,412
+9%
增持
COR
AMERISOURCEBERGEN CORP
+$192.4K
5,627
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$184.3K
13,458
+25%
