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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 24
增持 72
减持 28
清仓 26
方向
标的
Δ市值
现股数(环比)
清仓
FCTR
FIRST TR EXCHANGE-TRADED FD
-$3.1M
0
-100%
增持
COWZ
PACER FDS TR
+$3.1M
140,092
+65%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$2.2M
57,854
+481%
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
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.2M
43,209
减持
IVV
ISHARES TR
+$2.2M
49,164
-1%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$2.1M
0
-100%
增持
MSFT
MICROSOFT CORP
+$2.0M
29,272
+3%
清仓
GDX
VANECK ETF TRUST
-$2.0M
0
-100%
增持
QUAL
ISHARES TR
+$1.9M
28,500
+64%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.8M
113,553
+36%
减持
GSUS
GOLDMAN SACHS ETF TR
-$1.7M
4,304
-88%
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$1.7M
71,356
增持
SPYM
SPDR SER TR
+$1.7M
170,597
+9%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.7M
178,053
-1%
清仓
HDV
ISHARES TR
-$1.4M
0
-100%
减持
AAPL
APPLE INC
+$1.4M
77,114
-2%
增持
IVE
ISHARES TR
+$1.3M
38,716
+11%
增持
AMZN
AMAZON COM INC
+$1.3M
41,094
+6%
减持
GSLC
GOLDMAN SACHS ETF TR
-$1.3M
6,636
-71%
清仓
GSIE
GOLDMAN SACHS ETF TR
-$1.3M
0
-100%
增持
UITB
VICTORY PORTFOLIOS II
+$1.2M
91,772
+31%
减持
USTB
VICTORY PORTFOLIOS II
-$1.2M
6,316
-79%
减持
GCOR
GOLDMAN SACHS ETF TR
-$1.1M
10,090
-74%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
15,151
+24%
清仓
IWF
ISHARES TR
-$1.1M
0
-100%
增持
META
META PLATFORMS INC
+$996.2K
11,200
+13%
增持
VTI
VANGUARD INDEX FDS
+$964.1K
34,037
+2%
减持
MOAT
VANECK ETF TRUST
-$962.8K
7,508
-64%
清仓
IWD
ISHARES TR
-$942.1K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$932.4K
24,620
+10%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$925.1K
140,994
+3%
增持
DGRO
ISHARES TR
+$919.3K
170,150
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$915.9K
9,014
+9%
减持
IWR
ISHARES TR
-$907.6K
4,129
-77%
增持
QCOM
QUALCOMM INC
+$786.6K
20,807
+4%
增持
NVDA
NVIDIA CORPORATION
+$783.0K
12,984
+0%
减持
IJH
ISHARES TR
-$762.3K
2,587
-56%
减持
TFLO
ISHARES TR
-$753.6K
15,307
-49%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$750.4K
9,375
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$749.0K
0
-100%
建仓
FTA
FIRST TR LRG CP VL ALPHADEX
+$734.9K
10,374
增持
BIV
VANGUARD BD INDEX FDS
+$713.7K
14,538
+165%
增持
BKNG
BOOKING HOLDINGS INC
+$704.8K
696
+22%
增持
SCHW
SCHWAB CHARLES CORP
+$673.0K
27,765
+23%
减持
SPY
SPDR S&P 500 ETF TR
-$669.6K
5,379
-29%
清仓
GEF
GREIF INC
-$668.2K
0
-100%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$668.2K
14,651
清仓
SLB
SCHLUMBERGER LTD
-$668.1K
0
-100%
减持
IJR
ISHARES TR
+$660.7K
64,592
-4%
清仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
-$639.6K
0
-100%
增持
V
VISA INC
+$631.7K
11,130
+13%
减持
IEF
ISHARES TR
-$628.4K
2,370
-75%
增持
IJS
ISHARES TR
+$621.4K
42,411
+1%
减持
MCD
MCDONALDS CORP
-$607.5K
3,225
-46%
增持
ELV
ELEVANCE HEALTH INC
+$598.0K
3,013
+59%
增持
—
CRISPR THERAPEUTICS AG
+$595.0K
29,079
+8%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$594.3K
20,639
+218%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$592.1K
3,875
增持
CVS
CVS HEALTH CORP
+$583.0K
21,240
+36%
增持
GOOG
ALPHABET INC
+$573.5K
27,088
+10%
增持
ARKK
ARK ETF TR
+$564.0K
27,881
+23%
增持
GOOGL
ALPHABET INC
+$555.6K
24,875
+12%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$531.5K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$527.0K
0
-100%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$525.9K
8,205
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$517.3K
9,851
增持
WFC
WELLS FARGO CO NEW
+$509.8K
41,250
+11%
减持
COR
CENCORA INC
-$509.1K
3,335
-50%
增持
CALF
PACER FDS TR
+$506.5K
36,754
+22%
减持
—
INVESTMENT MANAGERS SER TR I
-$474.4K
13,850
-34%
清仓
WMB
WILLIAMS COS INC
-$464.3K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$464.1K
7,538
增持
FHLC
FIDELITY COVINGTON TRUST
+$461.8K
83,517
+2%
清仓
DBEF
DBX ETF TR
-$460.3K
0
-100%
增持
IJJ
ISHARES TR
+$454.6K
27,208
+4%
增持
COST
COSTCO WHSL CORP NEW
+$448.0K
3,152
+9%
减持
XLK
SELECT SECTOR SPDR TR
-$440.8K
4,480
-44%
清仓
GSSC
GOLDMAN SACHS ETF TR
-$440.1K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$437.4K
14,298
+3%
增持
NVO
NOVO-NORDISK A S
+$430.3K
9,014
+63%
增持
—
BARNES GROUP INC
-$423.3K
494,517
+1%
减持
GLD
SPDR GOLD TR
-$421.7K
7,157
-31%
增持
ULTA
ULTA BEAUTY INC
+$418.1K
3,008
+14%
减持
FNCL
FIDELITY COVINGTON TRUST
+$418.1K
68,366
-2%
增持
PDEC
INNOVATOR ETFS TR
+$413.3K
24,487
+78%
减持
IWM
ISHARES TR
-$413.2K
1,164
-68%
增持
IQLT
ISHARES TR
+$409.3K
92,718
+1%
建仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$405.2K
3,698
增持
ADBE
ADOBE INC
+$401.7K
2,051
+27%
建仓
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$399.4K
14,604
增持
IQV
IQVIA HLDGS INC
+$398.1K
5,752
+21%
清仓
GEM
GOLDMAN SACHS ETF TR
-$398.0K
0
-100%
增持
PNOV
INNOVATOR ETFS TR
+$392.3K
27,231
+65%
建仓
FXH
FIRST TR EXCHANGE TRADED FD
+$391.7K
3,783
建仓
FMF
FIRST TR EXCHANGE-TRADED FD
+$387.2K
8,398
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$384.5K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$382.0K
10,085
-21%
增持
DXCM
DEXCOM INC
+$381.2K
10,917
+5%
增持
DFEM
DIMENSIONAL ETF TRUST
+$375.3K
37,115
+57%
建仓
SHV
ISHARES TR
+$373.8K
3,394
增持
—
LAM RESEARCH CORP
+$369.2K
2,147
+3%
增持
DFCF
DIMENSIONAL ETF TRUST
+$369.0K
19,823
+70%
增持
CMCSA
COMCAST CORP NEW
+$366.9K
64,277
+16%
建仓
JSCP
J P MORGAN EXCHANGE TRADED F
+$366.7K
7,878
增持
KMX
CARMAX INC
+$365.2K
17,811
+26%
增持
FVAL
FIDELITY COVINGTON TRUST
+$364.6K
45,900
+6%
减持
TIP
ISHARES TR
-$359.1K
5,171
-41%
增持
AMD
ADVANCED MICRO DEVICES INC
+$358.2K
7,638
+2%
增持
IAU
ISHARES GOLD TR
+$356.7K
36,509
+20%
清仓
RAAX
VANECK ETF TRUST
-$352.7K
0
-100%
减持
CMC
COMMERCIAL METALS CO
-$347.4K
22,717
-24%
增持
AVGO
BROADCOM INC
+$345.6K
1,110
+3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$343.0K
73,544
+1%
增持
POCT
INNOVATOR ETFS TR
+$340.8K
30,197
+37%
减持
BAC
BANK AMERICA CORP
+$339.9K
55,936
-1%
增持
IYW
ISHARES TR
+$332.9K
12,644
+9%
增持
VUG
VANGUARD INDEX FDS
+$332.5K
5,262
+10%
增持
—
EXXON MOBIL CORP
-$332.4K
29,122
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$330.2K
19,001
+2%
增持
ACWV
ISHARES INC
+$320.1K
13,028
+26%
清仓
ANGL
VANECK ETF TRUST
-$314.0K
0
-100%
增持
SPYG
SPDR SER TR
+$313.2K
24,145
+14%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$312.8K
6,473
建仓
VOT
VANGUARD INDEX FDS
+$307.5K
1,400
减持
CDL
VICTORY PORTFOLIOS II
+$305.4K
76,534
-0%
清仓
EMTL
SSGA ACTIVE TR
-$301.1K
0
-100%
增持
SNY
SANOFI
+$300.6K
15,532
+77%
增持
AMAT
APPLIED MATLS INC
+$300.5K
10,239
+4%
增持
CI
THE CIGNA GROUP
+$298.1K
5,625
+16%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$297.7K
12,445
+9%
清仓
GBIL
GOLDMAN SACHS ETF TR
-$297.5K
0
-100%
清仓
ESML
ISHARES TR
-$291.7K
0
-100%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$286.3K
7,979
增持
LCTU
BLACKROCK ETF TRUST
+$286.1K
13,356
+52%
建仓
CLH
CLEAN HARBORS INC
+$282.9K
1,621
减持
XLE
SELECT SECTOR SPDR TR
-$281.0K
11,657
-16%
增持
NUE
NUCOR CORP
+$280.0K
9,151
+9%
清仓
SIVR
ABRDN SILVER ETF TRUST
-$276.4K
0
-100%
建仓
ITA
ISHARES TR
+$275.4K
2,176
增持
RTX
RTX CORPORATION
+$275.4K
16,886
+6%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$273.9K
2,727
+85%
增持
VZ
VERIZON COMMUNICATIONS INC
+$273.3K
28,763
+15%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$271.2K
5,249
清仓
NETL
ETF SER SOLUTIONS
-$270.8K
0
-100%
减持
DFAE
DIMENSIONAL ETF TRUST
-$269.0K
23,645
-36%
清仓
SPTL
SPDR SER TR
-$268.8K
0
-100%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$268.0K
39,643
建仓
JD
JD.COM INC
+$266.6K
9,229
增持
OEF
ISHARES TR
+$266.5K
2,490
+72%
建仓
FEM
FIRST TR EXCH TRD ALPHDX FD
+$263.3K
11,900
