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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 31
增持 78
减持 23
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$14.4M
71,990
+46%
增持
IVE
ISHARES TR
+$8.8M
83,112
+115%
增持
COWZ
PACER FDS TR
+$5.9M
226,418
+62%
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
FTEC
FIDELITY COVINGTON TRUST
+$4.9M
31,292
减持
NVDA
NVIDIA CORPORATION
+$4.3M
11,892
-8%
减持
CDL
VICTORY PORTFOLIOS II
-$3.9M
8,970
-88%
增持
IVW
ISHARES TR
+$3.4M
44,677
+917%
建仓
HTAB
HARTFORD FDS EXCHANGE TRADED
+$3.2M
161,422
建仓
DYNF
BLACKROCK ETF TRUST
+$3.1M
70,368
减持
FHLC
FIDELITY COVINGTON TRUST
-$2.5M
40,960
-51%
增持
—
BARNES GROUP INC
+$2.5M
500,394
+1%
增持
UITB
VICTORY PORTFOLIOS II
+$2.4M
145,289
+58%
增持
IEFA
ISHARES TR
+$2.0M
34,333
+334%
减持
DGRO
ISHARES TR
-$2.0M
124,058
-27%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$2.0M
150,152
+110%
减持
FNCL
FIDELITY COVINGTON TRUST
-$1.9M
29,247
-57%
减持
FENY
FIDELITY COVINGTON TRUST
-$1.7M
60,034
-57%
增持
IJJ
ISHARES TR
+$1.6M
39,707
+46%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
16,615
+10%
增持
AMZN
AMAZON COM INC
+$1.5M
43,125
+5%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.5M
67,989
+57%
增持
AAPL
APPLE INC
-$1.5M
77,728
+1%
增持
IUSB
ISHARES TR
+$1.5M
73,241
+79%
增持
MSFT
MICROSOFT CORP
+$1.4M
29,578
+1%
减持
META
META PLATFORMS INC
+$1.4M
11,050
-1%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$1.4M
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
130,557
+15%
增持
IEMG
ISHARES INC
+$1.2M
37,351
+174%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
11,077
+17%
增持
VO
VANGUARD INDEX FDS
+$1.2M
18,058
+26%
增持
DIS
DISNEY WALT CO
+$1.1M
22,760
+22%
增持
JPM
JPMORGAN CHASE & CO
+$993.1K
25,866
+5%
增持
NEM
NEWMONT CORP
+$884.8K
31,739
+420%
减持
TSLA
TESLA INC
-$854.2K
8,993
-8%
增持
GOOG
ALPHABET INC
+$846.5K
30,632
+13%
增持
VUG
VANGUARD INDEX FDS
+$839.8K
7,192
+37%
减持
BND
VANGUARD BD INDEX FDS
-$784.9K
27,017
-28%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$781.2K
77,105
+33%
清仓
TFLO
ISHARES TR
-$772.5K
0
-100%
建仓
CWS
ADVISORSHARES TR
+$763.8K
11,993
减持
IJS
ISHARES TR
-$760.7K
35,136
-17%
减持
CMC
COMMERCIAL METALS CO
-$736.6K
6,808
-70%
建仓
DEO
DIAGEO PLC
+$735.2K
4,943
增持
GOOGL
ALPHABET INC
+$724.4K
27,822
+12%
增持
—
EXXON MOBIL CORP
+$723.2K
31,271
+7%
增持
QCOM
QUALCOMM INC
+$652.9K
21,631
+4%
增持
WFC
WELLS FARGO CO NEW
+$652.0K
46,279
+12%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$649.9K
140,723
-0%
建仓
PSFF
PACER FDS TR
+$644.2K
23,851
建仓
TCAF
T ROWE PRICE ETF INC
+$614.1K
20,315
建仓
WMB
WILLIAMS COS INC
+$600.6K
15,413
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$600.4K
22,204
减持
SCHG
SCHWAB STRATEGIC TR
-$582.5K
153,029
-14%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$572.4K
15,665
增持
ORCL
ORACLE CORP
+$571.0K
15,828
+18%
清仓
—
SPIRIT AIRLS INC
-$564.8K
0
-100%
清仓
DDOG
DATADOG INC
-$561.6K
0
-100%
清仓
USMV
ISHARES TR
-$553.5K
0
-100%
增持
LLY
ELI LILLY & CO
+$543.3K
2,202
+10%
建仓
SLV
ISHARES SILVER TR
+$541.4K
23,799
增持
—
MEDTRONIC PLC
+$538.3K
18,575
+42%
增持
SPYG
SPDR SER TR
+$535.3K
28,793
+19%
建仓
BINC
BLACKROCK ETF TRUST II
+$522.4K
9,958
增持
RTX
RTX CORPORATION
+$511.3K
19,810
+17%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$511.0K
13,269
+7%
增持
KGC
KINROSS GOLD CORP
+$506.7K
96,400
+184%
清仓
—
SPIRIT RLTY CAP INC NEW
-$495.1K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$484.9K
33,109
+19%
增持
NVO
NOVO-NORDISK A S
+$483.6K
11,029
+22%
减持
IBB
ISHARES TR
-$465.3K
2,445
-59%
增持
AVGO
BROADCOM INC
+$464.1K
1,285
+16%
建仓
EMXC
ISHARES INC
+$464.0K
8,060
增持
UNH
UNITEDHEALTH GROUP INC
+$457.8K
3,241
+49%
增持
MRK
MERCK & CO INC
+$451.4K
13,723
+10%
减持
CVX
CHEVRON CORP NEW
-$450.2K
10,166
-26%
减持
QUAL
ISHARES TR
+$449.7K
28,252
-1%
增持
V
VISA INC
+$447.5K
11,986
+8%
清仓
SCHI
SCHWAB STRATEGIC TR
-$436.0K
0
-100%
建仓
SPYV
SPDR SER TR
+$434.4K
8,670
减持
AMAT
APPLIED MATLS INC
+$431.6K
10,140
-1%
增持
ELV
ELEVANCE HEALTH INC
+$423.0K
3,556
+18%
清仓
GCOR
GOLDMAN SACHS ETF TR
-$422.5K
0
-100%
增持
CI
THE CIGNA GROUP
+$416.2K
5,784
+3%
减持
GSLC
GOLDMAN SACHS ETF TR
-$416.0K
1,990
-70%
增持
BKNG
BOOKING HOLDINGS INC
+$405.8K
792
+14%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$405.4K
25,932
+36%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$399.7K
7,782
增持
IAU
ISHARES GOLD TR
+$396.4K
43,355
+19%
减持
—
LAM RESEARCH CORP
+$394.6K
2,137
-0%
增持
CMCSA
COMCAST CORP NEW
+$390.8K
74,034
+15%
建仓
HEFA
ISHARES TR
+$390.4K
11,193
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$389.5K
19,908
+5%
增持
GE
GENERAL ELECTRIC CO
+$381.6K
7,603
+2%
增持
PJAN
INNOVATOR ETFS TRUST
+$377.7K
39,599
+26%
增持
KMX
CARMAX INC
+$377.6K
20,025
+12%
增持
WMT
WALMART INC
+$374.4K
52,904
+197%
清仓
SHV
ISHARES TR
-$373.8K
0
-100%
清仓
D
DOMINION ENERGY INC
-$371.9K
0
-100%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$370.4K
7,530
增持
ADSK
AUTODESK INC
+$367.1K
2,323
+138%
清仓
HII
HUNTINGTON INGALLS INDS INC
-$366.1K
0
-100%
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$365.2K
8,857
增持
ICOW
PACER FDS TR
+$365.1K
140,656
+6%
减持
CVS
CVS HEALTH CORP
-$362.0K
16,488
-22%
清仓
—
INVESTMENT MANAGERS SER TR I
-$359.5K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$357.8K
8,295
-8%
增持
IQLT
ISHARES TR
+$356.4K
96,796
+4%
建仓
MOMO
HELLO GROUP INC
+$352.7K
56,799
增持
DFAI
DIMENSIONAL ETF TRUST
+$347.9K
142,530
+3%
清仓
PYPL
PAYPAL HLDGS INC
-$344.9K
0
-100%
建仓
AFL
AFLAC INC
+$343.5K
4,692
增持
VZ
VERIZON COMMUNICATIONS INC
+$332.7K
33,773
+17%
增持
ACWV
ISHARES INC
+$330.9K
15,562
+19%
建仓
HYG
ISHARES TR
+$329.1K
4,234
增持
FCX
FREEPORT-MCMORAN INC
+$328.6K
54,956
+4%
建仓
EDIT
EDITAS MEDICINE INC
+$325.5K
43,863
建仓
VFC
V F CORP
+$316.7K
20,645
增持
SCHZ
SCHWAB STRATEGIC TR
+$309.5K
44,554
+19%
增持
FVAL
FIDELITY COVINGTON TRUST
+$307.3K
48,027
+5%
增持
LNC
LINCOLN NATL CORP IND
+$306.0K
18,854
+72%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$305.4K
17,331
+64%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$302.9K
148,423
+46%
建仓
MAR
MARRIOTT INTL INC NEW
+$301.4K
1,195
增持
SBUX
STARBUCKS CORP
+$300.2K
11,872
+45%
增持
CALF
PACER FDS TR
+$296.1K
41,932
+14%
减持
SCHX
SCHWAB STRATEGIC TR
-$294.2K
6,439
-48%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$293.6K
10,870
建仓
ISRG
INTUITIVE SURGICAL INC
+$292.5K
733
增持
BAC
BANK AMERICA CORP
+$291.5K
57,353
+3%
清仓
BIL
SPDR SER TR
-$288.0K
0
-100%
清仓
CLH
CLEAN HARBORS INC
-$282.9K
0
-100%
清仓
GSUS
GOLDMAN SACHS ETF TR
-$281.3K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$280.6K
7,793
+2%
增持
IYW
ISHARES TR
+$279.6K
13,562
+7%
增持
COST
COSTCO WHSL CORP NEW
+$265.8K
3,203
+2%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$263.0K
11,430
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$261.0K
11,891
+84%
建仓
FJP
FIRST TR EXCH TRD ALPHDX FD
+$260.7K
4,728
建仓
IXC
ISHARES TR
+$259.3K
6,037
清仓
GIGB
GOLDMAN SACHS ETF TR
-$257.8K
0
-100%
建仓
—
SHOCKWAVE MED INC
+$257.2K
790
清仓
VFH
VANGUARD WORLD FDS
-$255.9K
0
-100%
增持
MBB
ISHARES TR
+$254.1K
18,013
+20%
减持
OEF
ISHARES TR
-$251.6K
1,231
-51%
增持
QQQ
INVESCO QQQ TR
+$249.4K
2,307
+22%
增持
EBAY
EBAY INC.
+$248.8K
18,443
+11%
增持
PM
PHILIP MORRIS INTL INC
+$246.8K
22,415
+17%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$246.4K
11,638
+24%
建仓
GM
GENERAL MTRS CO
+$246.4K
5,432
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$243.8K
12,814
+24%
