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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 27
增持 36
减持 53
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
SPYG
SPDR SER TR
-$8.1M
21,216
-86%
清仓
SPYV
SPDR SER TR
-$8.1M
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$6.4M
72,732
-65%
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
VO
VANGUARD INDEX FDS
-$5.0M
13,873
-61%
增持
—
BARNES GROUP INC
-$4.0M
487,469
+0%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.7M
83,613
+462%
减持
IJR
ISHARES TR
-$3.5M
67,119
-32%
减持
AAPL
APPLE INC
-$2.0M
78,519
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.6M
27,172
-59%
减持
IVV
ISHARES TR
-$1.5M
49,666
-3%
减持
ESGU
ISHARES TR
-$1.4M
23,746
-36%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$1.4M
8,278
清仓
SMH
VANECK ETF TRUST
-$1.4M
0
-100%
减持
IVE
ISHARES TR
-$1.3M
35,024
-15%
增持
DFAI
DIMENSIONAL ETF TRUST
+$1.1M
148,448
+46%
减持
IVW
ISHARES TR
-$1.1M
3,314
-82%
减持
FTNT
FORTINET INC
-$1.0M
9,870
-53%
增持
TFLO
ISHARES TR
+$947.3K
30,078
+163%
增持
UITB
VICTORY PORTFOLIOS II
+$867.0K
70,244
+43%
增持
LLY
ELI LILLY & CO
+$810.8K
2,140
+196%
减持
GOVT
ISHARES TR
-$805.6K
16,336
-68%
增持
CVX
CHEVRON CORP NEW
+$756.8K
12,736
+44%
减持
GCOR
GOLDMAN SACHS ETF TR
-$749.6K
39,536
-29%
清仓
TLH
ISHARES TR
-$727.1K
0
-100%
增持
USTB
VICTORY PORTFOLIOS II
+$690.3K
29,958
+89%
清仓
CELH
CELSIUS HLDGS INC
-$668.4K
0
-100%
建仓
GEF
GREIF INC
+$668.2K
10,002
建仓
TLT
ISHARES TR
+$658.6K
7,426
减持
GSLC
GOLDMAN SACHS ETF TR
-$647.7K
23,019
-22%
减持
DFAE
DIMENSIONAL ETF TRUST
-$645.8K
37,176
-41%
增持
PAUG
INNOVATOR ETFS TR
+$633.0K
33,833
+153%
增持
VTI
VANGUARD INDEX FDS
+$619.0K
33,473
+14%
减持
BIV
VANGUARD BD INDEX FDS
-$615.8K
5,486
-59%
减持
JNJ
JOHNSON & JOHNSON
-$594.0K
9,132
-25%
减持
EFG
ISHARES TR
-$585.1K
8,842
-37%
清仓
—
ACTIVISION BLIZZARD INC
-$581.6K
0
-100%
增持
PJUL
INNOVATOR ETFS TR
+$577.5K
29,337
+144%
增持
SPYM
SPDR SER TR
+$560.7K
155,814
+12%
建仓
DFEM
DIMENSIONAL ETF TRUST
+$551.1K
23,642
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$543.6K
12,181
+12%
减持
VYM
VANGUARD WHITEHALL FDS
-$539.8K
5,432
-48%
增持
META
META PLATFORMS INC
+$537.2K
9,887
+17%
减持
IJJ
ISHARES TR
-$531.9K
26,238
-12%
建仓
GSK
GSK PLC
+$525.5K
14,498
减持
SPDW
SPDR INDEX SHS FDS
-$519.1K
51,865
-21%
减持
IEF
ISHARES TR
-$509.4K
9,356
-34%
减持
QUAL
ISHARES TR
-$503.6K
17,380
-16%
增持
BKNG
BOOKING HOLDINGS INC
+$500.3K
572
+22%
减持
RTX
RTX CORPORATION
-$485.1K
15,915
-4%
减持
LOW
LOWES COS INC
-$481.9K
2,090
-49%
建仓
—
NXP SEMICONDUCTORS N V
+$470.6K
2,354
增持
FENY
FIDELITY COVINGTON TRUST
+$469.8K
136,973
+3%
增持
GOOG
ALPHABET INC
+$458.1K
24,604
+7%
增持
BND
VANGUARD BD INDEX FDS
+$450.4K
37,095
+26%
清仓
—
TE CONNECTIVITY LTD
-$447.8K
0
-100%
清仓
FAPR
FIRST TR EXCHNG TRADED FD VI
-$428.2K
0
-100%
建仓
PNC
PNC FINL SVCS GROUP INC
+$427.4K
3,481
增持
COWZ
PACER FDS TR
+$425.1K
84,800
+8%
减持
DXCM
DEXCOM INC
-$419.6K
10,434
-4%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$418.9K
9,961
增持
—
EXXON MOBIL CORP
+$405.5K
27,590
+4%
减持
ARKK
ARK ETF TR
-$398.2K
22,590
-23%
增持
XLE
SELECT SECTOR SPDR TR
+$394.1K
13,920
+31%
减持
GSUS
GOLDMAN SACHS ETF TR
-$393.0K
34,611
-13%
增持
SCHW
SCHWAB CHARLES CORP
+$390.5K
22,536
+51%
减持
CDL
VICTORY PORTFOLIOS II
-$383.1K
76,816
-5%
清仓
RHI
ROBERT HALF INTL INC
-$378.3K
0
-100%
增持
GOOGL
ALPHABET INC
+$377.0K
22,308
+5%
减持
MBB
ISHARES TR
-$370.1K
14,256
-19%
增持
NVDA
NVIDIA CORPORATION
+$368.7K
12,982
+4%
减持
—
JAZZ PHARMACEUTICALS PLC
-$366.2K
5,313
-38%
建仓
SCHV
SCHWAB STRATEGIC TR
+$361.7K
5,611
减持
DDD
3-D SYS CORP DEL
-$361.4K
43,300
-25%
减持
XLI
SELECT SECTOR SPDR TR
-$354.0K
2,572
-55%
增持
PEP
PEPSICO INC
+$352.2K
10,058
+38%
减持
DFNM
DIMENSIONAL ETF TRUST
-$343.0K
35,519
-15%
增持
CI
THE CIGNA GROUP
+$329.5K
4,847
+29%
清仓
IJK
ISHARES TR
-$328.8K
0
-100%
清仓
EMLP
FIRST TR EXCHANGE-TRADED FD
-$321.3K
0
-100%
减持
GDX
VANECK ETF TRUST
-$318.5K
72,785
-4%
减持
IEFA
ISHARES TR
-$313.1K
11,671
-26%
清仓
—
SOVOS BRANDS INC
-$312.0K
0
-100%
减持
IEMG
ISHARES INC
-$307.1K
12,406
-32%
减持
—
LAM RESEARCH CORP
-$306.3K
2,094
-17%
减持
IUSG
ISHARES TR
-$305.0K
5,210
-36%
建仓
EMTL
SSGA ACTIVE TR
+$301.1K
7,505
清仓
O
REALTY INCOME CORP
-$295.2K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$284.9K
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$283.6K
55,293
+6%
增持
NVO
NOVO-NORDISK A S
-$280.5K
5,522
+14%
减持
NUE
NUCOR CORP
-$279.0K
8,396
-14%
清仓
IUSV
ISHARES TR
-$276.5K
0
-100%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$276.4K
13,003
清仓
IJT
ISHARES TR
-$273.6K
0
-100%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$272.3K
126,540
-2%
增持
ACWV
ISHARES INC
+$270.3K
10,347
+42%
清仓
DLTR
DOLLAR TREE INC
-$268.6K
0
-100%
清仓
FALN
ISHARES TR
-$268.4K
0
-100%
减持
DON
WISDOMTREE TR
-$268.1K
7,326
-46%
清仓
UTG
REAVES UTIL INCOME FD
-$266.1K
0
-100%
增持
—
CRISPR THERAPEUTICS AG
-$264.3K
26,997
+2%
清仓
ITA
ISHARES TR
-$258.6K
0
-100%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$252.8K
14,630
清仓
GM
GENERAL MTRS CO
-$250.7K
0
-100%
增持
DFCF
DIMENSIONAL ETF TRUST
+$248.3K
11,680
+118%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$242.8K
6,494
减持
MCD
MCDONALDS CORP
-$238.0K
5,935
-2%
建仓
—
FOOT LOCKER INC
+$234.8K
13,532
清仓
VDC
VANGUARD WORLD FDS
-$230.2K
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
+$229.9K
9,518
+105%
减持
GIGB
GOLDMAN SACHS ETF TR
-$229.5K
11,695
-28%
增持
IJS
ISHARES TR
-$229.3K
42,030
+0%
清仓
XLC
SELECT SECTOR SPDR TR
-$227.1K
0
-100%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$226.0K
0
-100%
建仓
CALM
CAL MAINE FOODS INC
+$225.3K
4,652
清仓
IGV
ISHARES TR
-$224.8K
0
-100%
清仓
PSA
PUBLIC STORAGE
-$224.7K
0
-100%
清仓
DDEC
FIRST TR EXCHNG TRADED FD VI
-$224.5K
0
-100%
建仓
BKR
BAKER HUGHES COMPANY
+$222.6K
6,301
建仓
SCHI
SCHWAB STRATEGIC TR
+$222.0K
5,260
减持
IJH
ISHARES TR
-$221.5K
5,933
-9%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$219.7K
46,573
+27%
清仓
WPC
WP CAREY INC
-$219.7K
0
-100%
减持
GSIE
GOLDMAN SACHS ETF TR
-$219.1K
41,989
-11%
建仓
VTEB
VANGUARD MUN BD FDS
+$219.0K
4,553
清仓
VOX
VANGUARD WORLD FDS
-$218.8K
0
-100%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$217.1K
137,356
+2%
清仓
GSWO
GOLDMAN SACHS ETF TR
-$217.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$216.6K
7,547
-3%
清仓
FNDE
SCHWAB STRATEGIC TR
-$216.0K
0
-100%
减持
IXUS
ISHARES TR
-$215.4K
5,285
-38%
建仓
URI
UNITED RENTALS INC
+$214.5K
482
建仓
—
ALLEGION PLC
+$212.8K
2,043
建仓
BSV
VANGUARD BD INDEX FDS
+$212.8K
2,831
清仓
GNRC
GENERAC HLDGS INC
-$212.5K
0
-100%
建仓
CRL
CHARLES RIV LABS INTL INC
+$208.7K
1,065
建仓
LNG
CHENIERE ENERGY INC
+$208.1K
1,254
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$207.4K
0
-100%
建仓
MCHI
ISHARES TR
+$206.5K
4,771
减持
XLK
SELECT SECTOR SPDR TR
-$206.4K
7,949
-8%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$206.4K
1,835
建仓
—
CEDAR FAIR L P
+$206.1K
5,571
建仓
OII
OCEANEERING INTL INC
+$205.8K
8,000
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$204.7K
0
-100%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$201.8K
0
-100%
减持
F
FORD MTR CO DEL
-$197.4K
35,245
-16%
减持
MTB
M & T BK CORP
-$194.9K
4,328
-28%
减持
IQLT
ISHARES TR
-$189.0K
91,436
-0%
增持
COP
CONOCOPHILLIPS
+$188.8K
9,016
+5%
减持
VB
VANGUARD INDEX FDS
-$188.2K
6,102
-10%
