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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 9
增持 139
减持 1
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$22.9M
173,178
+124%
增持
NVDA
NVIDIA CORPORATION
+$20.9M
223,334
+131%
增持
IVV
ISHARES TR
+$19.1M
61,386
+101%
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
GOOG
ALPHABET INC
+$17.5M
111,516
+141%
增持
MSFT
MICROSOFT CORP
+$15.0M
98,960
+121%
增持
VOO
VANGUARD INDEX FDS
+$14.3M
47,374
+112%
增持
DYNF
BLACKROCK ETF TRUST
+$14.1M
450,242
+126%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.3M
51,128
+110%
增持
AMZN
AMAZON COM INC
+$12.2M
118,020
+121%
增持
BALI
BLACKROCK ETF TRUST
+$10.7M
612,696
+138%
增持
JPM
JPMORGAN CHASE & CO
+$10.1M
65,780
+130%
增持
VTI
VANGUARD INDEX FDS
+$10.0M
55,318
+141%
增持
SPYM
SPDR SERIES TRUST
+$9.5M
228,042
+131%
增持
META
META PLATFORMS INC
+$9.5M
32,212
+137%
增持
V
VISA INC
+$9.1M
40,298
+363%
增持
COST
COSTCO WHOLESALE CORPORATION
+$8.8M
13,858
+138%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$8.8M
314,120
+99%
增持
—
EXXON MOBIL CORP
+$8.7M
78,012
+106%
增持
PM
PHILIP MORRIS INTL INC
+$7.3M
83,104
+107%
增持
ACWV
ISHARES INC
+$7.3M
119,288
+103%
增持
IAU
ISHARES GOLD TR
+$7.1M
154,264
+92%
增持
VO
VANGUARD INDEX FDS
+$6.7M
47,362
+100%
增持
IGOV
ISHARES TR
+$6.7M
319,386
+108%
增持
ILDR
FIRST TR EXCHNG TRADED FD VI
+$6.5M
233,684
+1675%
增持
IVW
ISHARES TR
+$6.4M
118,906
+108%
增持
DFAI
DIMENSIONAL ETF TRUST
+$6.2M
313,312
+100%
增持
SPYG
SPDR SERIES TRUST
+$6.1M
135,264
+103%
增持
WFC
WELLS FARGO & CO
+$6.1M
161,746
+121%
增持
RTX
RTX CORPORATION
+$6.0M
53,620
+129%
增持
SCHG
SCHWAB STRATEGIC TR
+$5.6M
465,888
+91%
增持
NFLX
NETFLIX INC.
+$5.5M
115,354
+95%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.5M
60,396
+77%
增持
IXUS
ISHARES TR
+$5.5M
119,138
+109%
增持
VUG
VANGUARD INDEX FDS
+$5.5M
28,366
+101%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$5.4M
206,914
+99%
增持
VZ
VERIZON COMMUNICATIONS INC
+$5.4M
149,736
+189%
增持
CVX
CHEVRON CORPORATION
+$5.4M
38,148
+132%
增持
PVAL
PUTNAM ETF TRUST
+$5.4M
243,866
+87%
增持
LRCX
LAM RESEARCH CORP
+$5.4M
45,614
+78%
增持
AGG
ISHARES TR
+$5.3M
101,350
+111%
增持
COP
CONOCOPHILLIPS
+$5.2M
60,984
+102%
增持
CAT
CATERPILLAR INC
+$5.2M
8,968
+354%
建仓
MINT
PIMCO ETF TR
+$5.1M
51,140
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$5.1M
202,522
+286%
增持
QUAL
ISHARES TR
+$5.1M
54,982
+101%
增持
IVE
ISHARES TR
+$5.1M
50,216
+93%
增持
FDVV
FIDELITY COVINGTON TRUST
+$4.7M
174,898
+101%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.7M
77,968
+107%
增持
GVI
ISHARES TR
+$4.6M
86,180
+100%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$4.5M
143,298
+85%
增持
NEM
NEWMONT CORP
+$4.5M
72,004
+116%
增持
TSLA
TESLA INC
+$4.4M
27,310
+115%
增持
AMAT
APPLIED MATLS INC
+$4.3M
19,754
+109%
增持
SPDW
SPDR INDEX SHS FDS
+$4.3M
189,198
+93%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$4.3M
327,228
+110%
增持
SCHW
SCHWAB CHARLES CORP
+$4.2M
89,498
+112%
增持
AVGO
BROADCOM INC
+$4.1M
35,024
+80%
增持
IUSB
ISHARES TR
+$4.1M
177,350
+99%
增持
NEAR
ISHARES U S ETF TR
+$4.0M
107,942
+281%
增持
CMCSA
COMCAST CORP NEW
+$4.0M
274,396
+113%
增持
BAC
BANK AMERICA CORP
+$4.0M
121,350
+252%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.0M
46,432
+133%
增持
BAI
BLACKROCK ETF TRUST
+$4.0M
233,546
+109%
增持
GEV
GE VERNOVA INC
+$3.9M
7,232
+97%
建仓
BXP
BXP INC
+$3.9M
74,784
增持
ADI
ANALOG DEVICES INC
+$3.8M
20,464
+108%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$3.8M
98,750
+101%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$3.7M
134,148
+345%
增持
USTB
VICTORY PORTFOLIOS II
+$3.7M
122,240
+151%
增持
IJR
ISHARES TR
+$3.6M
57,558
+94%
建仓
GOVT
ISHARES TR
+$3.5M
154,942
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.5M
35,172
+108%
建仓
CORO
BLACKROCK ETF TRUST
+$3.5M
109,334
增持
GE
GE AEROSPACE
+$3.5M
27,546
+96%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.5M
95,508
+125%
增持
NVS
NOVARTIS AG
+$3.5M
39,496
+111%
增持
BKNG
BOOKING HOLDINGS INC
+$3.4M
2,014
+114%
增持
WMT
WALMART INC
+$3.4M
71,930
+44%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.4M
184,460
+121%
增持
SCHZ
SCHWAB STRATEGIC TR
+$3.4M
285,748
+105%
清仓
COWG
PACER FDS TR
-$3.4M
0
-100%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.3M
140,990
+103%
增持
ABBV
ABBVIE INC
+$3.3M
30,644
+106%
增持
—
LINDE PLC
+$3.2M
8,462
+272%
建仓
ACWX
ISHARES TR
+$3.2M
46,864
增持
THRO
BLACKROCK ETF TRUST
+$3.2M
182,606
+106%
增持
SIXO
AIM ETF PRODUCTS TRUST
+$3.2M
197,158
+97%
增持
DIS
DISNEY WALT CO
+$3.1M
50,676
+218%
增持
HWM
HOWMET AEROSPACE INC
+$3.1M
24,338
+95%
建仓
CVNA
CARVANA CO
+$3.0M
9,672
增持
—
MEDTRONIC PLC
+$3.0M
70,144
+119%
增持
OMC
OMNICOM GROUP INC
+$3.0M
77,126
+121%
增持
GD
GENERAL DYNAMICS CORP
+$3.0M
15,706
+119%
增持
BNY
BANK NEW YORK MELLON CORP
+$2.9M
44,762
+115%
增持
BIV
VANGUARD BD INDEX FDS
+$2.9M
79,592
+88%
增持
NEE
NEXTERA ENERGY INC
+$2.8M
41,216
+236%
增持
MA
MASTERCARD INCORPORATED
+$2.8M
12,834
+105%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$2.8M
212,464
+116%
增持
GOOGL
ALPHABET INC
+$2.8M
20,606
+105%
增持
HD
HOME DEPOT INC
+$2.8M
18,064
+97%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.7M
130,038
+102%
增持
MCK
MCKESSON CORP
+$2.7M
5,456
+118%
增持
BDX
BECTON DICKINSON & CO
+$2.6M
38,198
+120%
增持
ENB
ENBRIDGE INC
+$2.6M
94,744
+81%
增持
BWZ
SPDR SERIES TRUST
+$2.6M
191,424
+106%
增持
BKSY
BLACKSKY TECHNOLOGY INC
+$2.6M
170,618
+88%
增持
BND
VANGUARD BD INDEX FDS
+$2.6M
64,532
+119%
增持
ONEQ
FIDELITY COMWLTH TR
+$2.6M
55,032
+138%
增持
IEMG
ISHARES INC
+$2.5M
110,760
+42%
增持
MBB
ISHARES TR
+$2.5M
50,228
+107%
增持
VB
VANGUARD INDEX FDS
+$2.4M
18,288
+100%
建仓
VFLO
VICTORY PORTFOLIOS II
+$2.4M
61,474
增持
EUHY
ISHARES INC
+$2.4M
91,136
+106%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$2.4M
24,018
+83%
增持
IJH
ISHARES TR
+$2.4M
67,366
+104%
增持
XTEN
BONDBLOXX ETF TRUST
+$2.3M
96,652
+114%
增持
PFE
PFIZER INC
+$2.3M
105,860
+295%
增持
QQQ
INVESCO QQQ TR
+$2.3M
8,470
+101%
建仓
BLCR
BLACKROCK ETF TRUST
+$2.3M
55,630
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$2.2M
9,686
-79%
增持
DGRO
ISHARES TR
+$2.2M
62,248
+102%
增持
ITA
ISHARES TR
+$2.2M
18,698
+111%
增持
PJAN
INNOVATOR ETFS TRUST
+$2.1M
81,892
+133%
增持
AMGN
AMGEN INC
+$2.1M
7,838
+302%
增持
KGC
KINROSS GOLD CORP
+$2.1M
131,876
+94%
增持
TGT
TARGET CORP
+$2.0M
20,996
+311%
增持
SPBU
AIM ETF PRODUCTS TRUST
+$2.0M
167,588
+88%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$2.0M
75,170
+106%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$2.0M
11,862
+42%
增持
SPTM
SPDR SERIES TRUST
+$2.0M
52,984
+100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$2.0M
49,600
+113%
增持
UL
UNILEVER PLC
+$2.0M
74,266
+113%
增持
RWK
INVESCO EXCH TRADED FD TR II
+$1.9M
27,750
+114%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.9M
62,736
+99%
增持
SFLO
VICTORY PORTFOLIOS II
+$1.9M
133,858
+84%
增持
MO
ALTRIA GROUP INC
+$1.9M
53,330
+86%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.9M
35,034
+102%
增持
AEP
AMERICAN ELEC PWR CO INC
+$1.8M
22,440
+129%
增持
B
BARRICK MNG CORP
+$1.8M
102,268
+88%
增持
IYW
ISHARES TR
+$1.8M
21,354
+102%
建仓
JIVE
J P MORGAN EXCHANGE TRADED F
+$1.8M
20,578
增持
FANG
DIAMONDBACK ENERGY INC
+$1.8M
10,424
+418%
增持
FTNT
FORTINET INC
+$1.8M
41,156
+104%
增持
KO
COCA COLA CO
+$1.8M
41,092
+109%
增持
EFV
ISHARES TR
+$1.7M
66,912
+48%
增持
WELL
WELLTOWER INC
+$1.7M
12,134
+241%
增持
CFO
VICTORY PORTFOLIOS II
+$1.7M
46,774
+100%
增持
ES
EVERSOURCE ENERGY
+$1.7M
34,322
+248%
增持
GSK
GSK PLC
+$1.7M
52,356
+118%
增持
PAUG
INNOVATOR ETFS TRUST
+$1.7M
79,992
+100%
