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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 36
增持 59
减持 30
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
GOOG
ALPHABET INC
+$5.8M
46,323
+29%
增持
DYNF
BLACKROCK ETF TRUST
+$3.0M
199,131
+29%
增持
IEMG
ISHARES INC
+$2.9M
78,187
+118%
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
USTB
VICTORY PORTFOLIOS II
+$2.5M
48,700
增持
IVE
ISHARES TR
+$2.5M
26,002
+76%
增持
BALI
BLACKROCK ETF TRUST
+$2.4M
257,451
+42%
减持
ORCL
ORACLE CORP
-$2.4M
26,213
-2%
建仓
UL
UNILEVER PLC
+$2.3M
34,873
清仓
—
UNILEVER PLC
-$2.2M
0
-100%
减持
EBAY
EBAY INC.
-$2.1M
3,559
-87%
增持
WMT
WALMART INC
+$2.1M
49,800
+47%
增持
AMZN
AMAZON COM INC
+$2.0M
53,454
+14%
减持
GOOGL
ALPHABET INC
-$2.0M
10,029
-53%
增持
JNJ
JOHNSON & JOHNSON
+$2.0M
19,173
+80%
减持
QUAL
ISHARES TR
-$1.8M
27,404
-27%
建仓
D
DOMINION ENERGY INC
+$1.7M
28,328
增持
AAPL
APPLE INC
+$1.6M
77,437
+1%
清仓
KMX
CARMAX INC
-$1.5M
0
-100%
清仓
SNY
SANOFI SA
-$1.5M
0
-100%
增持
MTUM
ISHARES TR
+$1.4M
6,380
+673%
增持
CSCO
CISCO SYS INC
+$1.4M
24,516
+225%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$1.4M
90,982
建仓
VLO
VALERO ENERGY CORP
+$1.3M
8,253
增持
OMC
OMNICOM GROUP INC
+$1.3M
34,860
+90%
清仓
QQA
INVESCO ACTIVELY MANAGED EXC
-$1.3M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$1.2M
5,826
-14%
增持
ITA
ISHARES TR
+$1.2M
8,866
+172%
增持
CVX
CHEVRON CORP NEW
+$1.1M
16,425
+85%
清仓
URI
UNITED RENTALS INC
-$1.1M
0
-100%
减持
BAC
BANK AMERICA CORP
-$1.1M
34,493
-40%
增持
WFC
WELLS FARGO CO NEW
+$1.1M
73,152
+7%
增持
VOO
VANGUARD INDEX FDS
+$1.0M
22,390
+5%
建仓
APP
APPLOVIN CORP
+$983.8K
1,460
建仓
—
LINDE PLC
+$970.5K
2,276
减持
ADBE
ADOBE INC
-$948.7K
683
-80%
增持
IVW
ISHARES TR
+$939.5K
57,292
+13%
减持
ELV
ELEVANCE HEALTH INC FORMERLY
-$939.5K
1,433
-68%
减持
COWG
PACER FDS TR
-$928.9K
95,793
-19%
增持
NEAR
ISHARES U S ETF TR
+$923.2K
28,332
+177%
建仓
KLAC
KLA CORP
+$919.8K
757
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$917.3K
37,626
+19%
建仓
XBI
SPDR SERIES TRUST
+$909.7K
7,461
清仓
HRB
BLOCK H & R INC
-$898.7K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$892.2K
96,758
+5%
增持
CMCSA
COMCAST CORP NEW
+$839.6K
128,717
+34%
增持
NEM
NEWMONT CORP
+$822.8K
33,331
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$815.1K
8,372
+14%
减持
LRCX
LAM RESEARCH CORP
+$809.5K
25,617
-4%
减持
BMBL
BUMBLE INC
-$806.9K
13,403
-90%
增持
T
AT&T INC
+$796.3K
57,680
+156%
增持
BAI
BLACKROCK ETF TRUST
+$793.1K
111,980
+30%
减持
RGTI
RIGETTI COMPUTING INC
-$773.8K
60,129
-15%
增持
VYM
VANGUARD WHITEHALL FDS
+$771.0K
19,954
+34%
增持
F
FORD MTR CO
+$769.5K
97,146
+130%
增持
MCD
MCDONALDS CORP
+$765.7K
5,737
+77%
增持
RTX
RTX CORPORATION
+$759.2K
23,426
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$748.7K
51,747
+67%
增持
AVGO
BROADCOM INC
+$739.4K
19,486
+7%
增持
JPM
JPMORGAN CHASE & CO.
+$714.2K
28,636
+6%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$713.6K
10,893
增持
SIXO
AIM ETF PRODUCTS TRUST
+$713.1K
100,216
+23%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$694.4K
17,325
+53%
减持
IONQ
IONQ INC
-$683.2K
20,607
-21%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$678.3K
2,463
建仓
WELL
WELLTOWER INC
+$661.0K
3,561
建仓
COO
COOPER COS INC
+$659.5K
8,046
增持
NEE
NEXTERA ENERGY INC
+$658.1K
12,280
+183%
增持
BDX
BECTON DICKINSON & CO
+$648.8K
17,399
+19%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$641.2K
30,121
+141%
增持
LLY
ELI LILLY & CO
+$623.6K
1,675
+9%
增持
ADI
ANALOG DEVICES INC
+$622.8K
9,816
+18%
减持
INTC
INTEL CORP
-$622.2K
6,150
-76%
减持
SOUN
SOUNDHOUND AI INC
-$621.8K
56,225
-24%
增持
SPYM
SPDR SERIES TRUST
+$599.8K
98,759
+6%
增持
SCHW
SCHWAB CHARLES CORP
+$573.5K
42,217
+11%
减持
SCHG
SCHWAB STRATEGIC TR
-$568.8K
244,527
-9%
建仓
—
BANK AMERICA CORP
+$567.2K
453
清仓
EIX
EDISON INTL
-$567.0K
0
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$563.9K
13,353
+116%
建仓
RKT
ROCKET COS INC
+$563.6K
29,112
建仓
—
WELLS FARGO CO NEW
+$558.7K
461
减持
PEP
PEPSICO INC
-$555.3K
8,250
-33%
减持
NYF
ISHARES TR
-$551.5K
27,152
-28%
增持
AMAT
APPLIED MATLS INC
+$550.9K
9,451
+3%
清仓
FISV
FISERV INC
-$546.9K
0
-100%
清仓
VRT
VERTIV HOLDINGS CO
-$542.5K
0
-100%
增持
—
EXXON MOBIL CORP
+$540.4K
37,789
+6%
清仓
VSXY
VICTORIAS SECRET AND CO
-$539.7K
0
-100%
增持
DIS
DISNEY WALT CO
+$533.2K
15,923
+43%
减持
AMD
ADVANCED MICRO DEVICES INC
+$532.9K
16,950
-11%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$528.3K
46,458
+20%
减持
B
BARRICK MNG CORP
+$527.2K
54,409
-3%
建仓
DEO
DIAGEO PLC
+$516.8K
5,991
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$514.7K
8,953
增持
PM
PHILIP MORRIS INTL INC
+$511.7K
40,211
+10%
清仓
BIO
BIO RAD LABS INC
-$505.8K
0
-100%
清仓
DELL
DELL TECHNOLOGIES INC
-$504.5K
0
-100%
建仓
TGT
TARGET CORP
+$499.5K
5,110
清仓
CRM
SALESFORCE INC
-$487.8K
0
-100%
减持
ARKK
ARK ETF TR
-$477.9K
22,101
-12%
减持
IAU
ISHARES GOLD TR
+$473.4K
80,433
-3%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$465.8K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$461.1K
29,509
+27%
建仓
CRK
COMSTOCK RES INC
+$460.9K
19,882
增持
MO
ALTRIA GROUP INC
+$455.9K
28,631
+58%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$454.6K
2,899
建仓
FBND
FIDELITY MERRIMACK STR TR
+$435.0K
9,448
建仓
ILDR
FIRST TR EXCHNG TRADED FD VI
+$434.2K
13,163
清仓
NNE
NANO NUCLEAR ENERGY INC
-$418.4K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$416.4K
1,400
-61%
清仓
—
ASML HOLDING N V
-$411.6K
0
-100%
增持
NVS
NOVARTIS AG
+$410.4K
18,678
+11%
减持
UPS
UNITED PARCEL SERVICE INC
-$410.3K
3,111
-64%
增持
SPDW
SPDR INDEX SHS FDS
+$408.6K
98,175
+6%
减持
KO
COCA COLA CO
-$407.6K
19,643
-27%
清仓
USB
US BANCORP DEL
-$405.8K
0
-100%
减持
AMGN
AMGEN INC
-$393.7K
1,950
-47%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
-$392.5K
77,648
-8%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$391.1K
8,094
建仓
SIXZ
AIM ETF PRODUCTS TRUST
+$388.9K
13,133
清仓
CMA
COMERICA INC
-$386.2K
0
-100%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$385.5K
8,903
增持
—
MEDTRONIC PLC
+$384.9K
32,050
+13%
建仓
CHWY
CHEWY INC
+$384.4K
11,630
建仓
HROW
HARROW INC
+$377.3K
7,700
清仓
—
VALARIS LTD
-$372.2K
0
-100%
增持
TSLA
TESLA INC
+$360.9K
12,683
+6%
增持
GLD
SPDR GOLD TR
+$360.8K
3,108
+27%
建仓
TMUS
T-MOBILE US INC
+$356.3K
1,755
清仓
FTDR
FRONTDOOR INC
-$347.8K
0
-100%
增持
THRO
BLACKROCK ETF TRUST
+$340.6K
88,593
+9%
增持
VEEV
VEEVA SYS INC
-$335.5K
4,529
+0%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$334.4K
6,884
建仓
PWR
QUANTA SVCS INC
+$333.8K
791
增持
BIV
VANGUARD BD INDEX FDS
+$333.1K
42,251
+12%
清仓
GM
GENERAL MTRS CO
-$332.8K
0
-100%
清仓
CRL
CHARLES RIV LABS INTL INC
-$331.7K
0
-100%
清仓
FLR
FLUOR CORP NEW
-$328.1K
0
-100%
清仓
SNAP
SNAP INC
-$327.4K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
+$324.3K
2,800
-1%
建仓
CSAN
COSAN S A
+$324.2K
82,075
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$319.6K
98,541
+15%
建仓
MELI
MERCADOLIBRE INC
+$318.3K
158
增持
HII
HUNTINGTON INGALLS INDS INC
+$317.8K
2,975
+23%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$317.2K
0
-100%
减持
C
CITIGROUP INC
-$316.6K
4,286
-47%
建仓
BIDU
BAIDU INC
+$311.2K
2,382
建仓
BBY
BEST BUY INC
+$308.3K
4,607
建仓
kspi us equity
KASPI KZ JSC
+$304.5K
3,897
减持
PFE
PFIZER INC
-$304.3K
26,829
-30%
