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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 22
增持 54
减持 41
清仓 33
方向
标的
Δ市值
现股数(环比)
减持
UITB
VICTORY PORTFOLIOS II
-$5.4M
31,118
-78%
增持
VFLO
VICTORY PORTFOLIOS II
+$4.6M
157,460
+590%
清仓
ICOW
PACER FDS TR
-$4.4M
0
-100%
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
COWZ
PACER FDS TR
-$4.3M
20,667
-78%
增持
—
BARNES GROUP INC
+$4.3M
559,772
+2%
增持
SCHG
SCHWAB STRATEGIC TR
-$3.8M
458,076
+189%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$3.2M
11,524
-86%
建仓
EPI
WISDOMTREE TR
+$2.6M
58,449
增持
TSLA
TESLA INC
+$2.5M
12,721
+26%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$2.3M
107,355
-26%
增持
VOO
VANGUARD INDEX FDS
+$2.0M
17,884
+23%
增持
AMZN
AMAZON COM INC
+$1.8M
46,954
+3%
清仓
—
LAM RESEARCH CORP
-$1.7M
0
-100%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.6M
55,721
+48%
建仓
LRCX
LAM RESEARCH CORP
+$1.5M
20,698
减持
PVAL
PUTNAM ETF TRUST
-$1.4M
110,735
-24%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$1.4M
20,342
-70%
增持
GVI
ISHARES TR
+$1.4M
26,220
+106%
减持
ESGU
ISHARES TR
-$1.4M
5,540
-66%
建仓
BKSY
BLACKSKY TECHNOLOGY INC
+$1.3M
120,200
增持
DYNF
BLACKROCK ETF TRUST
+$1.2M
120,214
+21%
减持
HTAB
HARTFORD FDS EXCHANGE TRADED
-$1.2M
78,480
-43%
建仓
BLK
BLACKROCK INC
+$1.2M
1,188
建仓
SEIE
SEI EXCHANGE TRADED FUNDS
+$1.2M
49,536
增持
BALI
BLACKROCK ETF TRUST
+$1.2M
128,638
+44%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$1.1M
92,214
+87%
清仓
—
BLACKROCK INC
-$1.1M
0
-100%
增持
IAU
ISHARES GOLD TR
+$1.1M
78,514
+41%
增持
IJR
ISHARES TR
+$1.1M
80,295
+15%
减持
NVDA
NVIDIA CORPORATION
+$1.1M
92,902
-1%
清仓
FTA
FIRST TR LRG CP VL ALPHADEX
-$1.1M
0
-100%
减持
AAPL
APPLE INC
+$1.1M
72,802
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.0M
10,143
-27%
增持
BA
BOEING CO
+$1.0M
10,969
+84%
减持
PSFF
PACER FDS TR
-$1.0M
8,372
-81%
增持
IVV
ISHARES TR
+$1.0M
76,047
+0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$976.6K
47,899
+145%
增持
JPM
JPMORGAN CHASE & CO.
+$971.0K
30,510
+1%
减持
NEM
NEWMONT CORP
-$967.9K
37,418
-15%
增持
GOOGL
ALPHABET INC
+$930.5K
27,611
+7%
增持
AVGO
BROADCOM INC
+$921.2K
14,248
+3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$911.6K
2,300
-81%
清仓
TDIV
FIRST TR EXCHANGE-TRADED FD
-$888.1K
0
-100%
建仓
KGC
KINROSS GOLD CORP
+$871.4K
94,000
减持
FLMI
FRANKLIN TEMPLETON ETF TR
-$867.2K
131,451
-19%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$860.7K
13,874
减持
DSI
ISHARES TR
-$852.8K
4,271
-65%
增持
VUG
VANGUARD INDEX FDS
+$851.9K
12,781
+12%
增持
SPYG
SPDR SER TR
+$827.3K
39,679
+24%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$825.6K
7,893
-69%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$798.4K
10,963
+308%
建仓
NYF
ISHARES TR
+$784.1K
14,733
清仓
FDT
FIRST TR EXCH TRD ALPHDX FD
-$755.1K
0
-100%
减持
WFC
WELLS FARGO CO NEW
+$755.0K
55,872
-0%
清仓
DXCM
DEXCOM INC
-$751.5K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$749.8K
17,811
+11%
增持
—
EATON CORP PLC
+$696.9K
3,523
+147%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$691.4K
5,597
增持
V
VISA INC
+$675.9K
13,241
+4%
减持
LLY
ELI LILLY & CO
-$667.5K
1,159
-34%
清仓
EUSB
ISHARES TR
-$658.3K
0
-100%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$654.6K
15,270
-41%
增持
VTI
VANGUARD INDEX FDS
+$650.3K
33,760
+5%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$631.3K
0
-100%
增持
TCAF
T ROWE PRICE ETF INC
+$599.7K
52,863
+52%
建仓
SOUN
SOUNDHOUND AI INC
+$594.3K
29,953
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$578.8K
0
-100%
减持
NVO
NOVO-NORDISK A S
-$573.7K
10,589
-15%
增持
IVW
ISHARES TR
+$572.2K
75,848
+2%
建仓
SEIS
SEI EXCHANGE TRADED FUNDS
+$559.6K
21,855
增持
QUAL
ISHARES TR
+$555.6K
32,516
+11%
减持
GOOG
ALPHABET INC
+$543.9K
29,545
-3%
清仓
FXH
FIRST TR EXCHANGE TRADED FD
-$538.6K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$536.3K
90,899
+14%
减持
BKNG
BOOKING HOLDINGS INC
+$533.7K
903
-4%
清仓
FMF
FIRST TR EXCHANGE-TRADED FD
-$527.6K
0
-100%
减持
CALF
PACER FDS TR
-$523.3K
27,058
-27%
减持
FVAL
FIDELITY COVINGTON TRUST
-$521.7K
45,674
-17%
建仓
RGTI
RIGETTI COMPUTING INC
+$509.9K
33,414
减持
AMAT
APPLIED MATLS INC
-$502.7K
11,086
-3%
减持
—
CRISPR THERAPEUTICS AG
-$498.1K
22,658
-23%
清仓
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$495.9K
0
-100%
增持
FTNT
FORTINET INC
+$488.4K
23,289
+5%
建仓
QBTS
D-WAVE QUANTUM INC
+$488.0K
58,100
建仓
SEEM
SEI EXCHANGE TRADED FUNDS
+$459.0K
19,667
减持
VEA
VANGUARD TAX-MANAGED FDS
-$455.6K
63,278
-4%
增持
IUSB
ISHARES TR
+$436.5K
129,652
+13%
增持
IIPR
INNOVATIVE INDL PPTYS INC
-$432.0K
6,380
+0%
减持
CI
THE CIGNA GROUP
-$431.1K
5,665
-2%
增持
ELV
ELEVANCE HEALTH INC
-$430.0K
4,490
+12%
建仓
GCOR
GOLDMAN SACHS ETF TR
+$427.9K
10,611
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$426.5K
19,149
+7%
增持
RDIV
INVESCO EXCH TRADED FD TR II
+$426.4K
101,720
+13%
增持
ACWV
ISHARES INC
+$426.0K
27,135
+22%
增持
SCHW
SCHWAB CHARLES CORP
+$420.0K
43,928
+1%
增持
FTEC
FIDELITY COVINGTON TRUST
+$409.3K
33,385
+1%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$405.2K
0
-100%
清仓
HUBS
HUBSPOT INC
-$390.2K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$388.2K
13,849
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$375.0K
95,752
+5%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$372.3K
0
-100%
清仓
HERD
PACER FDS TR
-$366.6K
0
-100%
清仓
ATI
ATI INC
-$358.1K
0
-100%
清仓
FEM
FIRST TR EXCH TRD ALPHDX FD
-$357.4K
0
-100%
建仓
GSUS
GOLDMAN SACHS ETF TR
+$356.6K
4,412
减持
—
EXXON MOBIL CORP
-$353.1K
36,145
-0%
清仓
ESGD
ISHARES TR
-$350.6K
0
-100%
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$348.8K
0
-100%
建仓
IWB
ISHARES TR
+$348.3K
1,081
减持
IEFA
ISHARES TR
-$348.2K
34,234
-3%
建仓
CGIC
CAPITAL GROUP INTERNATIONAL
+$348.1K
14,477
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$347.1K
28,013
+37%
减持
PEP
PEPSICO INC
-$341.7K
13,326
-4%
增持
HON
HONEYWELL INTL INC
+$341.7K
2,897
+91%
建仓
—
ACCENTURE PLC IRELAND
+$339.5K
965
清仓
ISRG
INTUITIVE SURGICAL INC
-$330.6K
0
-100%
清仓
LGOV
FIRST TR EXCHANGE-TRADED FD
-$329.9K
0
-100%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$329.0K
288,185
+12%
清仓
ZTS
ZOETIS INC
-$321.3K
0
-100%
清仓
FEP
FIRST TR EXCH TRD ALPHDX FD
-$321.0K
0
-100%
增持
AGG
ISHARES TR
+$320.0K
31,723
+17%
减持
FHLC
FIDELITY COVINGTON TRUST
-$316.6K
41,268
-0%
增持
NFLX
NETFLIX INC
+$312.2K
1,510
+4%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$311.4K
1,724
-50%
清仓
—
MARATHON OIL CORP
-$309.4K
0
-100%
清仓
NULG
NUSHARES ETF TR
-$305.2K
0
-100%
减持
CVS
CVS HEALTH CORP
-$304.0K
16,090
-1%
减持
SUSC
ISHARES TR
-$303.2K
15,613
-44%
增持
KMX
CARMAX INC
+$303.0K
29,500
+8%
清仓
FSIG
FIRST TR EXCHANGE-TRADED FD
-$299.2K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$289.5K
95,075
+3%
建仓
SNAP
SNAP INC
+$288.7K
26,806
增持
COP
CONOCOPHILLIPS
+$288.6K
20,063
+24%
减持
USXF
ISHARES TR
-$287.5K
8,771
-41%
增持
CRM
SALESFORCE INC
+$286.4K
4,281
+2%
清仓
KLAC
KLA CORP
-$286.2K
0
-100%
减持
WMT
WALMART INC
+$286.0K
51,692
-5%
增持
DFAI
DIMENSIONAL ETF TRUST
-$280.4K
148,495
+2%
建仓
GLDM
WORLD GOLD TR
+$280.4K
5,393
建仓
IWF
ISHARES TR
+$278.0K
692
清仓
FJP
FIRST TR EXCH TRD ALPHDX FD
-$272.6K
0
-100%
增持
BAC
BANK AMERICA CORP
+$270.8K
55,802
+1%
减持
JXN
JACKSON FINANCIAL INC
-$263.2K
3,359
-45%
减持
TJX
TJX COS INC NEW
-$262.4K
4,178
-36%
增持
COST
COSTCO WHSL CORP NEW
+$258.3K
3,780
+5%
减持
MOAT
VANECK ETF TRUST
-$255.4K
3,386
-42%
清仓
SQ
BLOCK INC
-$253.0K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$252.7K
0
-100%
清仓
ED
CONSOLIDATED EDISON INC
-$252.0K
0
-100%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$248.9K
31,896
+32%
