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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 26
增持 75
减持 22
清仓 27
方向
标的
Δ市值
现股数(环比)
建仓
PVAL
PUTNAM ETF TRUST
+$4.7M
128,793
增持
MSFT
MICROSOFT CORP
+$3.7M
36,035
+22%
增持
IVV
ISHARES TR
+$3.4M
75,371
+5%
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
AAPL
APPLE INC
+$2.8M
76,353
-2%
建仓
ARLU
AIM ETF PRODUCTS TRUST
+$2.6M
102,960
减持
—
BARNES GROUP INC
+$2.1M
500,267
-0%
清仓
NUE
NUCOR CORP
-$1.8M
0
-100%
增持
IVW
ISHARES TR
+$1.7M
59,298
+33%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
100,624
+746%
增持
VUG
VANGUARD INDEX FDS
+$1.5M
10,635
+48%
增持
META
META PLATFORMS INC
+$1.4M
13,365
+21%
增持
GOOGL
ALPHABET INC
+$1.3M
30,087
+8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
154,581
+18%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
152,517
-0%
增持
VOO
VANGUARD INDEX FDS
+$1.2M
12,991
+17%
增持
DYNF
BLACKROCK ETF TRUST
+$1.2M
91,256
+30%
减持
ULTA
ULTA BEAUTY INC
-$1.1M
1,475
-53%
建仓
VYGR
VOYAGER THERAPEUTICS INC
+$1.0M
127,894
增持
AMZN
AMAZON COM INC
+$1.0M
45,457
+5%
减持
COWZ
PACER FDS TR
-$936.2K
224,279
-1%
增持
BA
BOEING CO
+$867.7K
8,274
+150%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$862.4K
81,984
+21%
增持
QCOM
QUALCOMM INC
+$859.1K
22,699
+5%
增持
EFG
ISHARES TR
+$795.5K
16,304
+94%
增持
SCHW
SCHWAB CHARLES CORP
+$793.2K
43,266
+31%
减持
GOOG
ALPHABET INC
+$782.7K
29,696
-3%
减持
HTAB
HARTFORD FDS EXCHANGE TRADED
-$728.6K
125,947
-22%
清仓
KGC
KINROSS GOLD CORP
-$712.4K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$692.6K
3,575
+12%
增持
XLK
SELECT SECTOR SPDR TR
+$679.9K
7,229
+58%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$656.3K
14,162
+7%
增持
NVO
NOVO-NORDISK A S
+$639.9K
14,404
+31%
增持
BKNG
BOOKING HOLDINGS INC
+$633.3K
886
+12%
增持
IVE
ISHARES TR
+$632.7K
88,780
+7%
增持
VTI
VANGUARD INDEX FDS
+$630.7K
32,178
+5%
减持
FIS
FIDELITY NATL INFORMATION SV
-$625.2K
5,673
-60%
增持
FTEC
FIDELITY COVINGTON TRUST
+$623.4K
32,066
+2%
建仓
VFLO
VICTORY PORTFOLIOS II
+$613.0K
19,825
建仓
SRE
SEMPRA
+$578.0K
7,599
清仓
CDL
VICTORY PORTFOLIOS II
-$557.6K
0
-100%
增持
AVGO
BROADCOM INC
+$556.3K
1,407
+9%
增持
SCHZ
SCHWAB STRATEGIC TR
+$551.9K
57,072
+28%
减持
DIS
DISNEY WALT CO
-$529.6K
22,715
-0%
增持
ORCL
ORACLE CORP
+$512.7K
17,711
+12%
增持
IUSB
ISHARES TR
+$511.2K
85,144
+16%
建仓
ETR
ENTERGY CORP NEW
+$511.1K
4,777
增持
IEMG
ISHARES INC
+$502.9K
45,399
+22%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$494.7K
137,718
-2%
增持
NEM
NEWMONT CORP
+$480.0K
38,631
+22%
增持
IAU
ISHARES GOLD TR
+$474.0K
52,250
+21%
增持
AMD
ADVANCED MICRO DEVICES INC
+$470.9K
11,574
+49%
增持
WMT
WALMART INC
+$437.9K
53,480
+1%
增持
PM
PHILIP MORRIS INTL INC
+$433.6K
24,546
+10%
增持
DGRO
ISHARES TR
+$433.1K
132,545
+7%
增持
TSLA
TESLA INC
+$419.3K
10,108
+12%
减持
UITB
VICTORY PORTFOLIOS II
-$412.7K
137,488
-5%
增持
DFNM
DIMENSIONAL ETF TRUST
+$412.5K
40,052
+28%
增持
ACWV
ISHARES INC
+$411.2K
19,586
+26%
减持
ICOW
PACER FDS TR
-$396.0K
134,978
-4%
增持
WFC
WELLS FARGO CO NEW
+$394.1K
51,801
+12%
增持
QQQ
INVESCO QQQ TR
+$385.7K
2,943
+28%
减持
CALF
PACER FDS TR
-$383.8K
38,513
-8%
增持
—
CRISPR THERAPEUTICS AG
-$382.6K
27,421
+0%
建仓
RTO
RENTOKIL INITIAL PLC
+$381.9K
12,881
增持
IYW
ISHARES TR
+$377.2K
14,677
+8%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$372.2K
196,605
+32%
减持
FCX
FREEPORT-MCMORAN INC
-$367.3K
45,613
-17%
增持
SPYG
SPDR SER TR
+$365.1K
30,841
+7%
增持
EBAY
EBAY INC.
+$358.4K
24,791
+34%
清仓
AFL
AFLAC INC
-$343.5K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$342.1K
10,311
+2%
减持
—
JAZZ PHARMACEUTICALS PLC
-$335.9K
3,308
-42%
增持
JPM
JPMORGAN CHASE & CO.
+$330.3K
27,249
+5%
增持
ELV
ELEVANCE HEALTH INC
+$330.1K
4,012
+13%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$329.4K
34,538
+56%
清仓
EDIT
EDITAS MEDICINE INC
-$325.5K
0
-100%
建仓
TLH
ISHARES TR
+$322.6K
3,141
建仓
GEV
GE VERNOVA INC
+$321.1K
1,872
减持
DFCF
DIMENSIONAL ETF TRUST
-$318.7K
14,640
-34%
清仓
AIG
AMERICAN INTL GROUP INC
-$316.2K
0
-100%
增持
SBUX
STARBUCKS CORP
+$305.2K
17,858
+50%
建仓
GNRC
GENERAC HLDGS INC
+$304.5K
2,303
建仓
DELL
DELL TECHNOLOGIES INC
+$301.6K
2,187
减持
SLV
ISHARES SILVER TR
-$297.9K
9,167
-61%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$289.1K
9,974
增持
FTNT
FORTINET INC
+$286.7K
18,663
+52%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$285.4K
3,798
清仓
BOND
PIMCO ETF TR
-$282.4K
0
-100%
清仓
USTB
VICTORY PORTFOLIOS II
-$279.9K
0
-100%
增持
PSFF
PACER FDS TR
+$271.6K
32,956
+38%
清仓
—
CEDAR FAIR L P
-$269.8K
0
-100%
增持
INTC
INTEL CORP
+$266.4K
20,000
+150%
清仓
BXP
BOSTON PROPERTIES INC
-$261.8K
0
-100%
清仓
IXC
ISHARES TR
-$259.3K
0
-100%
建仓
RMNI
RIMINI STR INC DEL
+$258.3K
84,129
清仓
—
SHOCKWAVE MED INC
-$257.2K
0
-100%
建仓
PHM
PULTE GROUP INC
+$249.9K
2,270
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$249.0K
29,177
+19%
减持
EFV
ISHARES TR
-$244.8K
20,138
-17%
增持
BIV
VANGUARD BD INDEX FDS
+$243.1K
16,845
+25%
建仓
SQ
BLOCK INC
+$240.7K
3,733
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$239.7K
9,804
减持
VO
VANGUARD INDEX FDS
-$236.6K
17,659
-2%
建仓
HUBS
HUBSPOT INC
+$236.5K
401
增持
AMGN
AMGEN INC
+$234.4K
4,218
+11%
清仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$232.8K
0
-100%
清仓
—
GLOBAL X FDS
-$231.1K
0
-100%
增持
TCAF
T ROWE PRICE ETF INC
+$228.4K
26,824
+32%
增持
ADI
ANALOG DEVICES INC
+$227.8K
4,489
+11%
建仓
—
TOTALENERGIES SE
+$224.7K
3,370
建仓
GIGB
GOLDMAN SACHS ETF TR
+$224.0K
4,950
清仓
BBJP
J P MORGAN EXCHANGE TRADED F
-$222.5K
0
-100%
清仓
SCHP
SCHWAB STRATEGIC TR
-$221.6K
0
-100%
清仓
NET
CLOUDFLARE INC
-$221.3K
0
-100%
增持
FVAL
FIDELITY COVINGTON TRUST
+$220.4K
51,409
+7%
增持
—
EXXON MOBIL CORP
+$220.2K
33,488
+7%
清仓
YUMC
YUM CHINA HLDGS INC
-$219.7K
0
-100%
增持
DXCM
DEXCOM INC
-$217.9K
11,251
+4%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$214.5K
51,630
+13%
清仓
EWU
ISHARES TR
-$213.5K
0
-100%
清仓
AR
ANTERO RESOURCES CORP
-$211.4K
0
-100%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$210.2K
6,391
建仓
—
ASML HOLDING N V
+$209.9K
205
清仓
PPLT
ABRDN PLATINUM ETF TRUST
-$209.8K
0
-100%
建仓
AMLP
ALPS ETF TR
+$208.9K
4,354
清仓
SLYV
SPDR SER TR
-$208.1K
0
-100%
清仓
IRM
IRON MTN INC DEL
-$207.0K
0
-100%
建仓
VOX
VANGUARD WORLD FD
+$207.0K
1,498
清仓
GSLC
GOLDMAN SACHS ETF TR
-$206.5K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$206.2K
4,631
+5%
建仓
SNPS
SYNOPSYS INC
+$205.9K
346
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$203.7K
6,919
清仓
GOVT
ISHARES TR
-$203.4K
0
-100%
减持
MET
METLIFE INC
-$202.3K
7,697
-23%
清仓
XYLD
GLOBAL X FDS
-$200.6K
0
-100%
清仓
HIG
HARTFORD FINL SVCS GROUP INC
-$200.4K
0
-100%
增持
NVS
NOVARTIS AG
+$196.7K
9,444
+13%
增持
MBB
ISHARES TR
+$196.2K
20,270
+13%
增持
EMR
EMERSON ELEC CO
+$193.8K
4,170
+78%
增持
BINC
BLACKROCK ETF TRUST II
+$188.0K
13,609
+37%
增持
PJUN
INNOVATOR ETFS TRUST
+$185.8K
27,265
+20%
减持
PLD
PROLOGIS INC.
-$185.4K
4,173
-17%
增持
EMXC
ISHARES INC
+$183.9K
10,944
+36%
增持
SOXX
ISHARES TR
+$181.8K
2,899
+23%
增持
IXUS
ISHARES TR
+$180.5K
11,256
+32%
增持
UPS
UNITED PARCEL SERVICE INC
+$179.3K
6,674
+35%
增持
UNH
UNITEDHEALTH GROUP INC
+$177.6K
3,497
+8%
增持
CMCSA
COMCAST CORP NEW
+$176.8K
86,470
+17%
减持
WBS
WEBSTER FINL CORP
-$175.1K
20,439
-3%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$171.8K
3,082
+1%
