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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 30
增持 87
减持 24
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$6.1M
41,463
+7%
增持
NVDA
NVIDIA CORPORATION
+$5.9M
100,923
+9%
建仓
IGOV
ISHARES TR
+$4.9M
113,556
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。
增持
IVV
ISHARES TR
+$4.4M
73,358
+0%
增持
META
META PLATFORMS INC
+$3.9M
15,465
+19%
建仓
COWG
PACER FDS TR
+$3.5M
99,827
增持
AVGO
BROADCOM INC
+$3.2M
20,786
+35%
增持
IXUS
ISHARES TR
+$2.7M
48,156
+216%
增持
AMZN
AMAZON COM INC
+$2.6M
55,917
+10%
建仓
SPBU
AIM ETF PRODUCTS TRUST
+$2.4M
92,187
增持
ORCL
ORACLE CORP
+$2.3M
22,706
+21%
清仓
FEBU
AIM ETF PRODUCTS TRUST
-$2.2M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$2.2M
22,847
+9%
增持
SIXO
AIM ETF PRODUCTS TRUST
+$2.2M
81,573
+378%
增持
JPM
JPMORGAN CHASE & CO.
+$2.0M
32,848
+7%
减持
IUSB
ISHARES TR
-$1.9M
117,886
-26%
减持
QQA
INVESCO ACTIVELY MANAGED EXC
-$1.8M
40,401
-52%
增持
BKNG
BOOKING HOLDINGS INC
+$1.8M
1,081
+11%
增持
GOOGL
ALPHABET INC
+$1.8M
39,863
+17%
建仓
BWZ
SPDR SERIES TRUST
+$1.7M
60,858
增持
SPYG
SPDR SERIES TRUST
+$1.7M
60,814
+18%
增持
ACWV
ISHARES INC
+$1.6M
47,741
+38%
增持
IVE
ISHARES TR
+$1.6M
112,496
+5%
增持
BKSY
BLACKSKY TECHNOLOGY INC
+$1.6M
118,250
+4%
建仓
EUHY
ISHARES INC
+$1.5M
27,555
减持
VFLO
VICTORY PORTFOLIOS II
-$1.5M
170,953
-22%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.5M
426,592
-3%
增持
GOOG
ALPHABET INC
+$1.4M
34,853
+15%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
34,323
+5%
增持
THRO
BLACKROCK ETF TRUST
+$1.4M
77,733
+81%
增持
VUG
VANGUARD INDEX FDS
+$1.4M
16,336
+4%
建仓
IONQ
IONQ INC
+$1.3M
30,730
增持
FTEC
FIDELITY COVINGTON TRUST
+$1.3M
33,204
+2%
增持
EFV
ISHARES TR
+$1.3M
52,553
+49%
增持
SCHW
SCHWAB CHARLES CORP
+$1.2M
54,979
+14%
减持
SPYM
SPDR SERIES TRUST
-$1.2M
106,883
-22%
增持
IEMG
ISHARES INC
+$1.2M
39,636
+84%
增持
DYNF
BLACKROCK ETF TRUST
+$1.2M
141,862
+6%
增持
TSLA
TESLA INC
+$1.2M
15,229
+9%
增持
WFC
WELLS FARGO CO NEW
+$1.2M
66,950
+14%
减持
AMAT
APPLIED MATLS INC
-$1.1M
4,956
-64%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.1M
15,292
+7%
建仓
IAGG
ISHARES TR
+$1.1M
21,156
增持
NFLX
NETFLIX INC
+$1.1M
1,928
+19%
增持
PM
PHILIP MORRIS INTL INC
+$991.2K
30,940
+6%
减持
SEIE
SEI EXCHANGE TRADED FUNDS
-$946.7K
11,260
-77%
减持
IVW
ISHARES TR
+$932.3K
67,030
-3%
增持
QUAL
ISHARES TR
+$884.4K
40,208
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$875.5K
24,087
+19%
建仓
SIXP
AIM ETF PRODUCTS TRUST
+$861.7K
29,452
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$843.7K
96,759
+27%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$818.2K
13,240
+13%
增持
DIS
DISNEY WALT CO
+$815.9K
25,825
+7%
增持
IJR
ISHARES TR
+$813.7K
109,378
+3%
增持
BAI
BLACKROCK ETF TRUST
+$812.3K
64,403
+35%
清仓
EMXC
ISHARES INC
-$788.9K
0
-100%
增持
XTEN
BONDBLOXX ETF TRUST
+$697.8K
34,727
+79%
减持
HWM
HOWMET AEROSPACE INC
+$688.5K
14,367
-6%
增持
IJH
ISHARES TR
+$686.1K
78,179
+10%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$680.4K
144,676
+19%
清仓
QBTS
D-WAVE QUANTUM INC
-$671.6K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$635.6K
21,884
+3%
减持
BND
VANGUARD BD INDEX FDS
-$629.5K
29,484
-23%
增持
ADI
ANALOG DEVICES INC
+$627.1K
7,991
+26%
增持
IYW
ISHARES TR
+$615.7K
15,123
+6%
增持
EBAY
EBAY INC.
+$607.2K
40,396
+14%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$600.9K
13,407
+6%
建仓
TNGY
TORTOISE CAPITAL SERIES TRUS
+$588.2K
64,115
增持
BAC
BANK AMERICA CORP
+$585.7K
64,073
+9%
清仓
—
NORDSTROM INC
-$571.6K
0
-100%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$567.1K
4,859
-71%
减持
ARKK
ARK ETF TR
+$532.6K
26,006
-4%
建仓
—
CANTOR EQUITY PARTNERS I INC
+$514.5K
43,238
清仓
SEIS
SEI EXCHANGE TRADED FUNDS
-$512.0K
0
-100%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$511.8K
55,705
+28%
建仓
APRW
AIM ETF PRODUCTS TRUST
+$510.8K
15,310
建仓
VMI
VALMONT INDS INC
+$509.8K
1,561
增持
RGTI
RIGETTI COMPUTING INC
+$507.2K
78,452
+47%
减持
DFAI
DIMENSIONAL ETF TRUST
+$502.5K
152,590
-0%
增持
DGRO
ISHARES TR
+$502.1K
152,183
+2%
增持
AGG
ISHARES TR
+$498.3K
39,809
+14%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$494.0K
355,041
+20%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$493.1K
31,663
+27%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$491.3K
64,889
+12%
增持
BALI
BLACKROCK ETF TRUST
+$490.8K
171,827
+6%
清仓
SEEM
SEI EXCHANGE TRADED FUNDS
-$481.0K
0
-100%
增持
BNY
BANK NEW YORK MELLON CORP
+$472.3K
22,296
+20%
增持
COST
COSTCO WHSL CORP NEW
+$471.6K
4,264
+8%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$470.6K
17,185
+86%
增持
DFNM
DIMENSIONAL ETF TRUST
+$468.7K
51,377
+24%
清仓
—
ACCENTURE PLC IRELAND
-$468.1K
0
-100%
增持
NVS
NOVARTIS AG
+$464.4K
15,617
+22%
减持
CALF
PACER FDS TR
-$464.0K
9,067
-59%
建仓
TM
TOYOTA MOTOR CORP
+$455.1K
2,642
建仓
W
WAYFAIR INC
+$451.6K
8,832
增持
GE
GE AEROSPACE
+$450.1K
7,009
+4%
减持
ARLU
AIM ETF PRODUCTS TRUST
-$449.5K
13,810
-57%
增持
V
VISA INC
+$446.5K
14,506
+8%
增持
BMBL
BUMBLE INC
+$446.5K
127,854
+40%
增持
IMCB
ISHARES TR
+$445.4K
38,738
+9%
增持
GEV
GE VERNOVA INC
+$437.3K
1,940
+1%
减持
LRCX
LAM RESEARCH CORP
+$430.0K
19,391
-3%
增持
GD
GENERAL DYNAMICS CORP
+$426.7K
5,450
+28%
建仓
FLR
FLUOR CORP NEW
+$420.5K
8,201
减持
MO
ALTRIA GROUP INC
-$414.7K
21,357
-23%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$412.8K
7,356
增持
—
UNILEVER PLC
+$412.3K
31,867
+23%
增持
RTX
RTX CORPORATION
+$410.4K
21,479
+4%
建仓
SIXD
AIM ETF PRODUCTS TRUST
+$408.6K
14,893
减持
HTAB
HARTFORD FDS EXCHANGE TRADED
-$404.7K
37,287
-35%
增持
SOUN
SOUNDHOUND AI INC
+$404.6K
73,786
+55%
减持
BA
BOEING CO
-$402.7K
6,338
-38%
增持
TFC
TRUIST FINL CORP
+$393.3K
24,674
+52%
减持
AMD
ADVANCED MICRO DEVICES INC
+$391.4K
10,138
-1%
增持
QQQ
INVESCO QQQ TR
+$388.1K
4,126
+2%
增持
COF
CAPITAL ONE FINL CORP
+$383.7K
3,556
+71%
建仓
CIB
GRUPO CIBEST SA
+$383.5K
8,302
减持
JGRO
J P MORGAN EXCHANGE TRADED F
+$382.5K
47,644
-5%
增持
VEEV
VEEVA SYS INC
+$376.1K
6,535
+1%
建仓
—
ASML HOLDING N V
+$370.4K
462
增持
MCK
MCKESSON CORP
+$365.9K
2,073
+21%
增持
SPDW
SPDR INDEX SHS FDS
+$361.0K
62,452
+5%
增持
CMCSA
COMCAST CORP NEW
+$359.6K
115,416
+13%
增持
—
CRISPR THERAPEUTICS AG
+$354.2K
23,195
+2%
增持
IAU
ISHARES GOLD TR
+$353.7K
78,528
+2%
增持
—
MEDTRONIC PLC
+$352.0K
32,372
+18%
增持
IEFA
ISHARES TR
+$350.1K
30,024
+5%
增持
SMIN
ISHARES TR
+$348.2K
33,443
+2%
建仓
—
RENATUS TACTICAL ACQUIS
+$344.9K
27,090
建仓
GDX
VANECK ETF TRUST
+$344.3K
6,613
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$342.0K
167,004
+4%
清仓
VTIP
VANGUARD MALVERN FDS
-$341.2K
0
-100%
建仓
RKT
ROCKET COS INC
+$340.8K
24,032
建仓
AFRM
AFFIRM HLDGS INC
+$337.5K
4,881
建仓
CMA
COMERICA INC
+$337.1K
5,651
减持
XLK
SELECT SECTOR SPDR TR
+$333.0K
8,229
-3%
建仓
—
JBS N.V.
+$325.2K
22,257
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$321.8K
3,475
增持
NYF
ISHARES TR
+$316.5K
30,803
+26%
增持
DGRW
WISDOMTREE TR
+$316.3K
21,874
+15%
减持
NEM
NEWMONT CORP
+$312.6K
34,396
-2%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$309.8K
4,002
建仓
—
VALARIS LTD
+$308.7K
7,331
减持
SPY
SPDR S&P 500 ETF TR
+$306.9K
5,998
-1%
增持
URI
UNITED RENTALS INC
+$306.1K
1,165
+28%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$305.6K
16,782
建仓
FTDR
FRONTDOOR INC
+$299.2K
5,077
增持
UNH
UNITEDHEALTH GROUP INC
-$295.8K
5,312
+42%
清仓
HEFA
ISHARES TR
-$294.4K
0
-100%
增持
RWK
INVESCO EXCH TRADED FD TR II
+$292.8K
10,202
+22%
