AFT, FORSYTH & COMPANY, INC.
JUPITER FL · SEC CIK 0001512073
$2.12亿2026Q1 申报市值
123持仓数
49.1%前十大占比 · 第一大 22.6%
1 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HONEYWELL INTL I 新建仓+$28.77万
V 加仓+$17.38万
CSCO 加仓+$13.97万
DELL 加仓+$10.34万
JEPQ 加仓+$8.13万
2026Q1 卖出最多 按季末市值估算
TMO 清仓-$217.48万
APO 清仓-$50.67万
ZS 清仓-$24.29万
IT 清仓-$22.71万
FPEI 清仓-$21.21万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -3,753 | -100.0% | -$217.48万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -3,500 | -100.0% | -$50.67万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,080 | -100.0% | -$24.29万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -900 | -100.0% | -$22.71万 | 清仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -10,941 | -100.0% | -$21.21万 | 清仓 |
| HMC | HONDA MOTOR LTD | $0 | 0.00% | 0 | -1,273 | -100.0% | -$3.75万 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $20.66万 | 0.10% | 4,164 | -30 | -0.7% | -$1,488 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.82万 | 0.10% | 800 | 0 | 0.0% | — | 重新持有 |
| TROW | PRICE T ROWE GROUP INC | $21.27万 | 0.10% | 2,360 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $21.96万 | 0.10% | 1,690 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $21.99万 | 0.10% | 1,452 | 4 | 0.3% | $606 | 加仓 |
| VEEV | VEEVA SYS INC | $22.80万 | 0.11% | 910 | -39 | -4.1% | -$9,773 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $22.86万 | 0.11% | 2,450 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $23.64万 | 0.11% | 361 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $23.75万 | 0.11% | 570 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $24.05万 | 0.11% | 1,182 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $24.77万 | 0.12% | 10,329 | -1,745 | -14.5% | -$4.18万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.57万 | 0.12% | 1,055 | 250 | 31.1% | $6.06万 | 加仓 |
| AGG | ISHARES TR | $25.63万 | 0.12% | 2,581 | 1 | 0.0% | $99 | 加仓 |
| IWS | ISHARES TR | $26.09万 | 0.12% | 1,789 | 1 | 0.1% | $146 | 加仓 |
| CVX | CHEVRON CORPORATION | $27.37万 | 0.13% | 1,323 | -250 | -15.9% | -$5.17万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $28.08万 | 0.13% | 4,112 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $28.11万 | 0.13% | 1,700 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $28.77万 | 0.14% | 1,273 | 1,273 | — | $28.77万 | 新建仓 |
| ZTS | ZOETIS INC | $29.01万 | 0.14% | 2,454 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $29.88万 | 0.14% | 3,447 | 7 | 0.2% | $607 | 加仓 |
| — | EXXON MOBIL CORP | $30.71万 | 0.14% | 1,810 | -125 | -6.5% | -$2.12万 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $30.77万 | 0.14% | 11,584 | 1,170 | 11.2% | $3.11万 | 加仓 |
| IDXX | IDEXX LABS INC | $31.02万 | 0.15% | 552 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $31.65万 | 0.15% | 1,271 | -40 | -3.1% | -$9,960 | 减仓 |
| HSY | HERSHEY CO | $32.69万 | 0.15% | 1,572 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $32.83万 | 0.15% | 920 | -14 | -1.5% | -$4,996 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $33.32万 | 0.16% | 5,200 | 0 | 0.0% | — | 不变 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $33.54万 | 0.16% | 13,127 | 1,117 | 9.3% | $2.85万 | 加仓 |
| NOBL | PROSHARES TR | $33.64万 | 0.16% | 3,173 | -230 | -6.8% | -$2.44万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $33.89万 | 0.16% | 4,965 | -200 | -3.9% | -$1.36万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $34.55万 | 0.16% | 7,500 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.91万 | 0.16% | 1,819 | 5 | 0.3% | $960 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $36.00万 | 0.17% | 1,275 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $37.38万 | 0.18% | 2,409 | -89 | -3.6% | -$1.38万 | 减仓 |
| OEF | ISHARES TR | $38.49万 | 0.18% | 1,210 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $38.93万 | 0.18% | 2,018 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $40.32万 | 0.19% | 3,675 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $42.07万 | 0.20% | 1,734 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $42.46万 | 0.20% | 2,090 | -70 | -3.2% | -$1.42万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $42.52万 | 0.20% | 101 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $42.96万 | 0.20% | 4,184 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $44.57万 | 0.21% | 11,778 | 174 | 1.5% | $6,585 | 加仓 |
| MS | MORGAN STANLEY | $45.83万 | 0.22% | 2,785 | 100 | 3.7% | $1.65万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $46.86万 | 0.22% | 3,244 | -135 | -4.0% | -$1.95万 | 减仓 |
| MMM | 3M CO | $46.93万 | 0.22% | 3,231 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $47.54万 | 0.22% | 5,975 | -2 | -0.0% | -$159 | 减仓 |
| MDB | MONGODB INC | $48.10万 | 0.23% | 1,965 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $48.86万 | 0.23% | 19,700 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $48.91万 | 0.23% | 2,980 | 630 | 26.8% | $10.34万 | 加仓 |
| IWL | ISHARES TR | $50.71万 | 0.24% | 3,159 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $53.07万 | 0.25% | 6,978 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $53.27万 | 0.25% | 11,750 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $55.25万 | 0.26% | 3,730 | 5 | 0.1% | $741 | 加仓 |
| PEP | PEPSICO INC | $55.35万 | 0.26% | 3,564 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $58.16万 | 0.27% | 1,770 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $59.77万 | 0.28% | 5,414 | -692 | -11.3% | -$7.64万 | 减仓 |
| SBUX | STARBUCKS CORP | $61.73万 | 0.29% | 6,890 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $62.98万 | 0.30% | 24,718 | 25 | 0.1% | $637 | 加仓 |
| IWD | ISHARES TR | $66.17万 | 0.31% | 3,096 | -361 | -10.4% | -$7.72万 | 减仓 |
| IBB | ISHARES TR | $70.03万 | 0.33% | 4,147 | 1 | 0.0% | $169 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $71.39万 | 0.34% | 33,328 | -86 | -0.3% | -$1,842 | 减仓 |
| IWN | ISHARES TR | $71.77万 | 0.34% | 3,785 | -1 | -0.0% | -$190 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $79.08万 | 0.37% | 2,340 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $79.13万 | 0.37% | 2,616 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $82.98万 | 0.39% | 4,274 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $86.29万 | 0.41% | 7,174 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $86.76万 | 0.41% | 7,324 | 4 | 0.1% | $474 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $93.87万 | 0.44% | 1,443 | -12 | -0.8% | -$7,807 | 减仓 |
| IYH | ISHARES TR | $95.07万 | 0.45% | 15,423 | -391 | -2.5% | -$2.41万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $97.84万 | 0.46% | 4,579 | -225 | -4.7% | -$4.81万 | 减仓 |
| TER | TERADYNE INC | $97.88万 | 0.46% | 3,301 | -1 | -0.0% | -$297 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $98.09万 | 0.46% | 17,305 | 1,329 | 8.3% | $7.53万 | 加仓 |
| QQQ | INVESCO QQQ TR | $98.23万 | 0.46% | 1,701 | -18 | -1.0% | -$1.04万 | 减仓 |
| ADBE | ADOBE INC | $99.13万 | 0.47% | 4,078 | -325 | -7.4% | -$7.90万 | 减仓 |
| IWP | ISHARES TR | $102.46万 | 0.48% | 7,997 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $105.64万 | 0.50% | 4,259 | -25 | -0.6% | -$6,201 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $109.55万 | 0.52% | 2,806 | -30 | -1.1% | -$1.17万 | 减仓 |
| CSCO | CISCO SYS INC | $109.73万 | 0.52% | 14,142 | 1,800 | 14.6% | $13.97万 | 加仓 |
| SO | SOUTHERN CO | $110.25万 | 0.52% | 11,423 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $110.69万 | 0.52% | 838 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $113.27万 | 0.53% | 14,149 | 85 | 0.6% | $6,804 | 加仓 |
| ORCL | ORACLE CORP | $114.69万 | 0.54% | 7,796 | -75 | -1.0% | -$1.10万 | 减仓 |
| CAT | CATERPILLAR INC | $128.59万 | 0.61% | 1,815 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $133.44万 | 0.63% | 24,034 | 1,465 | 6.5% | $8.13万 | 加仓 |
| C | CITIGROUP INC | $135.50万 | 0.64% | 11,948 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $135.99万 | 0.64% | 3,865 | -25 | -0.6% | -$8,796 | 减仓 |
| ABBV | ABBVIE INC | $137.30万 | 0.65% | 6,313 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $137.48万 | 0.65% | 10,375 | -297 | -2.8% | -$3.94万 | 减仓 |
| IWO | ISHARES TR | $137.54万 | 0.65% | 4,382 | -26 | -0.6% | -$8,161 | 减仓 |
| GOOG | ALPHABET INC | $161.13万 | 0.76% | 5,617 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $163.26万 | 0.77% | 13,297 | -64 | -0.5% | -$7,858 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $163.28万 | 0.77% | 1,930 | 65 | 3.5% | $5.50万 | 加仓 |
| IJT | ISHARES TR | $170.57万 | 0.80% | 11,787 | -37 | -0.3% | -$5,354 | 减仓 |