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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 26
增持 69
减持 39
清仓 16
方向
标的
Δ市值
现股数(环比)
清仓
—
BARNES GROUP INC
-$26.5M
0
-100%
清仓
RDIV
INVESCO EXCH TRADED FD TR II
-$4.9M
0
-100%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$4.1M
82,904
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
QQA
INVESCO ACTIVELY MANAGED EXC
+$3.8M
83,585
减持
BND
VANGUARD BD INDEX FDS
-$3.7M
38,127
-58%
减持
IVV
ISHARES TR
-$3.6M
73,192
-4%
增持
IJH
ISHARES TR
+$2.9M
71,338
+250%
清仓
FVAL
FIDELITY COVINGTON TRUST
-$2.8M
0
-100%
建仓
INDA
ISHARES TR
+$2.5M
48,918
减持
NVDA
NVIDIA CORPORATION
-$2.5M
92,253
-1%
建仓
FEBU
AIM ETF PRODUCTS TRUST
+$2.2M
93,103
建仓
SMIN
ISHARES TR
+$2.2M
32,794
增持
VFLO
VICTORY PORTFOLIOS II
+$2.2M
220,425
+40%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.1M
20,326
+6%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.1M
12,661
+614%
增持
IVE
ISHARES TR
+$2.1M
107,020
+11%
减持
PVAL
PUTNAM ETF TRUST
-$2.1M
53,853
-51%
增持
AAPL
APPLE INC
-$2.0M
73,111
+0%
建仓
SFLO
VICTORY PORTFOLIOS II
+$1.9M
79,040
增持
IJR
ISHARES TR
+$1.9M
106,534
+33%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.8M
438,947
-4%
增持
GVI
ISHARES TR
+$1.7M
41,461
+58%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$1.6M
75,940
+425%
增持
TSLA
TESLA INC
-$1.5M
14,031
+10%
增持
BDX
BECTON DICKINSON & CO
+$1.5M
11,414
+128%
增持
IUSB
ISHARES TR
+$1.5M
158,951
+23%
建仓
THRO
BLACKROCK ETF TRUST
+$1.4M
43,019
增持
IMCB
ISHARES TR
+$1.3M
35,642
+97%
减持
IVW
ISHARES TR
-$1.3M
69,457
-8%
减持
FLMI
FRANKLIN TEMPLETON ETF TR
-$1.2M
81,946
-38%
增持
PM
PHILIP MORRIS INTL INC
+$1.2M
29,257
+2%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
20,912
+17%
增持
ACWV
ISHARES INC
+$1.1M
34,597
+27%
减持
IEMG
ISHARES INC
-$1.0M
21,591
-49%
建仓
BAI
BLACKROCK ETF TRUST
+$1.0M
47,770
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$979.1K
94,820
-12%
减持
IJJ
ISHARES TR
-$931.8K
38,093
-13%
建仓
XTEN
BONDBLOXX ETF TRUST
+$905.2K
19,437
减持
FTEC
FIDELITY COVINGTON TRUST
-$902.5K
32,676
-2%
增持
GOOG
ALPHABET INC
-$886.9K
30,337
+3%
增持
ELV
ELEVANCE HEALTH INC
+$858.9K
5,783
+29%
清仓
WMB
WILLIAMS COS INC
-$850.0K
0
-100%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$796.9K
50,389
-10%
增持
BALI
BLACKROCK ETF TRUST
+$791.7K
162,659
+26%
减持
VTI
VANGUARD INDEX FDS
-$776.1K
32,775
-3%
建仓
DFEB
FIRST TR EXCHNG TRADED FD VI
+$768.1K
18,224
增持
AVGO
BROADCOM INC
-$730.4K
15,367
+8%
减持
ARLU
AIM ETF PRODUCTS TRUST
-$699.9K
32,342
-43%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$691.4K
0
-100%
建仓
FFLC
FIDELITY COVINGTON TRUST
+$683.1K
15,704
增持
MSFT
MICROSOFT CORP
-$679.3K
38,815
+7%
增持
QUAL
ISHARES TR
+$675.9K
37,840
+16%
增持
SPYG
SPDR SER TR
+$657.5K
51,577
+30%
减持
IAU
ISHARES GOLD TR
+$656.1K
77,058
-2%
减持
EFG
ISHARES TR
-$653.7K
10,561
-40%
清仓
TLT
ISHARES TR
-$646.9K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$642.9K
21,221
+16%
增持
SPY
SPDR S&P 500 ETF TR
+$632.5K
6,076
+29%
增持
AMZN
AMAZON COM INC
-$629.9K
50,833
+8%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$627.7K
24,940
+80%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$613.6K
71,603
+13%
建仓
ARTY
ISHARES TR
+$579.0K
18,410
减持
SPYM
SPDR SER TR
-$567.3K
136,690
-1%
增持
VUG
VANGUARD INDEX FDS
+$551.7K
15,634
+22%
增持
IBB
ISHARES TR
+$545.0K
6,653
+188%
建仓
SIXO
AIM ETF PRODUCTS TRUST
+$538.9K
17,063
增持
—
MEDTRONIC PLC
+$532.3K
27,486
+13%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$530.9K
59,000
+23%
减持
DGRO
ISHARES TR
-$530.1K
149,375
-6%
增持
SCHW
SCHWAB CHARLES CORP
+$522.2K
48,203
+10%
清仓
CMC
COMMERCIAL METALS CO
-$519.6K
0
-100%
增持
V
VISA INC
+$519.0K
13,422
+1%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$509.7K
122,030
+24%
增持
NYF
ISHARES TR
+$505.4K
24,492
+66%
增持
—
UNILEVER PLC
+$484.1K
25,810
+39%
增持
ORCL
ORACLE CORP
-$468.6K
18,747
+1%
减持
WMT
WALMART INC
-$460.4K
47,956
-7%
增持
DFAI
DIMENSIONAL ETF TRUST
+$436.5K
152,819
+3%
增持
DIS
DISNEY WALT CO
+$433.5K
24,181
+38%
增持
MA
MASTERCARD INCORPORATED
+$429.3K
3,787
+21%
增持
META
META PLATFORMS INC
+$425.7K
13,048
+8%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$424.8K
9,230
减持
BKSY
BLACKSKY TECHNOLOGY INC
-$417.7K
113,750
-5%
减持
HTAB
HARTFORD FDS EXCHANGE TRADED
-$417.1K
57,501
-27%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$403.5K
16,544
+101%
增持
CVS
CVS HEALTH CORP
+$398.3K
16,540
+3%
建仓
BMBL
BUMBLE INC
+$396.0K
91,251
增持
RTX
RTX CORPORATION
+$395.9K
20,579
+2%
增持
SPEM
SPDR INDEX SHS FDS
+$390.5K
65,097
+15%
增持
OEF
ISHARES TR
+$386.3K
2,892
+110%
增持
GLDM
WORLD GOLD TR
+$382.2K
10,706
+99%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$382.2K
58,112
+21%
增持
AGG
ISHARES TR
+$376.8K
34,884
+10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$369.9K
14,248
+3%
建仓
GSBD
GOLDMAN SACHS BDC INC
+$366.3K
31,495
减持
CALF
PACER FDS TR
-$365.8K
22,000
-19%
增持
DGRW
WISDOMTREE TR
+$365.4K
18,976
+34%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$361.5K
105,387
+14%
减持
XSOE
WISDOMTREE TR
-$360.5K
15,971
-43%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$360.4K
11,690
-34%
减持
NVO
NOVO-NORDISK A S
-$358.5K
7,954
-25%
减持
EIX
EDISON INTL
-$357.9K
9,359
-18%
增持
APD
AIR PRODS & CHEMS INC
+$353.8K
5,253
+27%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$353.6K
43,607
+37%
增持
FISV
FISERV INC
+$353.3K
6,674
+22%
增持
DYNF
BLACKROCK ETF TRUST
+$352.8K
133,588
+11%
增持
SCHZ
SCHWAB STRATEGIC TR
+$342.2K
138,776
+10%
建仓
GSIE
GOLDMAN SACHS ETF TR
+$335.7K
9,416
清仓
ITB
ISHARES TR
-$332.0K
0
-100%
建仓
ITOT
ISHARES TR
+$329.5K
2,701
增持
EBAY
EBAY INC.
+$326.3K
35,445
+6%
清仓
IFRA
ISHARES TR
-$320.6K
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$319.4K
18,635
+36%
减持
UITB
VICTORY PORTFOLIOS II
-$304.6K
23,980
-23%
增持
COR
CENCORA INC
+$301.3K
4,481
+7%
减持
NEM
NEWMONT CORP
+$298.6K
35,031
-6%
清仓
REAL
THE REALREAL INC
-$297.1K
0
-100%
建仓
HEFA
ISHARES TR
+$294.4K
8,113
减持
VSXY
VICTORIAS SECRET AND CO
-$289.9K
10,427
-11%
减持
VXUS
VANGUARD STAR FDS
-$289.3K
12,876
-30%
增持
WFC
WELLS FARGO CO NEW
+$288.9K
58,689
+5%
减持
QYLD
GLOBAL X FDS
-$287.2K
72,281
-12%
增持
COST
COSTCO WHSL CORP NEW
+$286.2K
3,965
+5%
增持
SPDW
SPDR INDEX SHS FDS
+$285.9K
59,535
+8%
建仓
CCJ
CAMECO CORP
+$283.8K
6,894
减持
CI
THE CIGNA GROUP
+$283.5K
5,616
-1%
减持
EPS
WISDOMTREE TR
-$280.9K
18,898
-17%
建仓
BIO
BIO RAD LABS INC
+$278.9K
1,145
建仓
IFLN
INVESCO EXCH TRADED FD TR II
+$278.6K
15,427
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$274.6K
9,741
-36%
减持
EPI
WISDOMTREE TR
-$274.1K
54,265
-7%
建仓
SDY
SPDR SER TR
+$268.9K
1,982
清仓
DKNG
DRAFTKINGS INC NEW
-$265.5K
0
-100%
减持
VYGR
VOYAGER THERAPEUTICS INC
-$264.0K
110,098
-2%
增持
—
CHECK POINT SOFTWARE TECH LT
+$262.9K
5,884
+2%
清仓
XHB
SPDR SER TR
-$262.3K
0
-100%
建仓
BTI
BRITISH AMERN TOB PLC
+$261.6K
6,323
建仓
—
BARRICK GOLD CORP
+$257.0K
13,218
清仓
SLV
ISHARES SILVER TR
-$255.7K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$254.7K
3,527
增持
MCK
MCKESSON CORP
+$253.3K
1,713
+9%
减持
—
EXXON MOBIL CORP
+$253.0K
34,820
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$251.0K
921
-32%
减持
IEFA
ISHARES TR
-$249.7K
28,503
-17%
增持
—
NORDSTROM INC
+$249.3K
23,379
+75%
清仓
ROKU
ROKU INC
-$248.8K
0
-100%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$246.6K
22,745
+48%
增持
COP
CONOCOPHILLIPS
+$245.6K
21,284
+6%
清仓
PSFF
PACER FDS TR
-$245.2K
0
-100%
清仓
PHM
PULTE GROUP INC
-$245.0K
0
-100%
