AFT, FORSYTH & COMPANY, INC.
JUPITER FL · SEC CIK 0001512073
$2.07亿2026Q2 申报市值
108持仓数
54.1%前十大占比 · 第一大 24.7%
2 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VRT 新建仓+$47.88万
SHW 新建仓+$21.18万
JEPI 加仓+$16.29万
JEPQ 加仓+$14.93万
MS 加仓+$3.45万
2026Q2 卖出最多 按季末市值估算
MA 清仓-$524.26万
NVDA 减仓-$398.96万
AVGO 清仓-$327.15万
BLK 清仓-$219.29万
ANET 清仓-$163.26万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -10,492 | -100.0% | -$524.26万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -10,570 | -100.0% | -$327.15万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -2,280 | -100.0% | -$219.29万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -13,297 | -100.0% | -$163.26万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -1,815 | -100.0% | -$128.59万 | 清仓 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -1,701 | -100.0% | -$98.23万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -4,579 | -100.0% | -$97.84万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,980 | -100.0% | -$48.91万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -2,018 | -100.0% | -$38.93万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -4,965 | -100.0% | -$33.89万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,810 | -100.0% | -$30.71万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -2,454 | -100.0% | -$29.01万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,273 | -100.0% | -$28.77万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -1,700 | -100.0% | -$28.11万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -570 | -100.0% | -$23.75万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -910 | -100.0% | -$22.80万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -1,452 | -100.0% | -$21.99万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,690 | -100.0% | -$21.96万 | 清仓 |
| IWN | ISHARES TR | $6.41万 | 0.03% | 290 | -3,495 | -92.3% | -$77.31万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $21.18万 | 0.10% | 615 | 615 | — | $21.18万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $21.25万 | 0.10% | 4,180 | 16 | 0.4% | $813 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $21.64万 | 0.10% | 800 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $21.93万 | 0.11% | 1,323 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $22.34万 | 0.11% | 1,965 | -395 | -16.7% | -$4.49万 | 减仓 |
| SNOW | SNOWFLAKE INC | $22.40万 | 0.11% | 880 | -248 | -22.0% | -$6.31万 | 重新持有 |
| IWS | ISHARES TR | $23.09万 | 0.11% | 1,403 | -386 | -21.6% | -$6.35万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $25.08万 | 0.12% | 10,315 | -14 | -0.1% | -$340 | 减仓 |
| AGG | ISHARES TR | $25.59万 | 0.12% | 2,585 | 4 | 0.2% | $396 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.15万 | 0.13% | 930 | -125 | -11.8% | -$3.52万 | 减仓 |
| HSY | HERSHEY CO | $26.58万 | 0.13% | 1,515 | -57 | -3.6% | -$1.00万 | 减仓 |
| IVV | ISHARES TR | $27.17万 | 0.13% | 362 | 1 | 0.3% | $751 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $29.01万 | 0.14% | 6,300 | -1,200 | -16.0% | -$5.53万 | 减仓 |
| IDXX | IDEXX LABS INC | $29.06万 | 0.14% | 552 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $29.75万 | 0.14% | 2,450 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $33.34万 | 0.16% | 4,113 | 1 | 0.0% | $81 | 加仓 |
| ABT | ABBOTT LABORATORIES | $34.02万 | 0.16% | 3,749 | -435 | -10.4% | -$3.95万 | 减仓 |
| IHE | ISHARES TR | $34.20万 | 0.16% | 3,454 | 7 | 0.2% | $693 | 加仓 |
| NOBL | PROSHARES TR | $35.70万 | 0.17% | 6,356 | 10 | 0.2% | $562 | 加仓 |
| IWY | ISHARES TR | $36.98万 | 0.18% | 1,272 | 1 | 0.1% | $291 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.05万 | 0.18% | 5,200 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $37.60万 | 0.18% | 2,564 | -680 | -21.0% | -$9.97万 | 减仓 |
| IWB | ISHARES TR | $37.78万 | 0.18% | 922 | 2 | 0.2% | $820 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $38.14万 | 0.18% | 12,010 | 426 | 3.7% | $1.35万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $38.32万 | 0.18% | 2,150 | -375 | -14.9% | -$6.68万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $38.80万 | 0.19% | 1,823 | 4 | 0.2% | $851 | 加仓 |
| PEP | PEPSICO INC | $39.12万 | 0.19% | 2,889 | -675 | -18.9% | -$9.14万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.42万 | 0.19% | 1,760 | -330 | -15.8% | -$7.39万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $39.82万 | 0.19% | 13,544 | 417 | 3.2% | $1.23万 | 加仓 |
| UNP | UNION PAC CORP | $40.91万 | 0.20% | 1,504 | -230 | -13.3% | -$6.26万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $42.44万 | 0.20% | 11,545 | -233 | -2.0% | -$8,565 | 减仓 |
| OEF | ISHARES TR | $42.99万 | 0.21% | 1,175 | -35 | -2.9% | -$1.28万 | 减仓 |
| AFL | AFLAC INC | $43.09万 | 0.21% | 3,675 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $44.36万 | 0.21% | 2,806 | -924 | -24.8% | -$14.61万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $44.63万 | 0.22% | 1,275 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $44.99万 | 0.22% | 2,779 | -452 | -14.0% | -$7.32万 | 减仓 |
| IUSG | ISHARES TR | $45.37万 | 0.22% | 2,412 | 3 | 0.1% | $564 | 加仓 |
| HYG | ISHARES TR | $46.48万 | 0.22% | 5,812 | -163 | -2.7% | -$1.30万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $47.57万 | 0.23% | 18,700 | -1,000 | -5.1% | -$2.54万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $47.88万 | 0.23% | 1,430 | 1,430 | — | $47.88万 | 新建仓 |
| KO | COCA COLA CO | $48.14万 | 0.23% | 5,923 | -1,055 | -15.1% | -$8.57万 | 减仓 |
| TFI | SPDR SERIES TRUST | $53.81万 | 0.26% | 11,750 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $55.73万 | 0.27% | 1,770 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $57.89万 | 0.28% | 5,246 | -168 | -3.1% | -$1.85万 | 减仓 |
| IWL | ISHARES TR | $58.46万 | 0.28% | 3,160 | 1 | 0.0% | $185 | 加仓 |
| IWD | ISHARES TR | $60.17万 | 0.29% | 2,481 | -615 | -19.9% | -$14.91万 | 减仓 |
| MS | MORGAN STANLEY | $61.67万 | 0.30% | 2,950 | 165 | 5.9% | $3.45万 | 加仓 |
| MDB | MONGODB INC | $63.32万 | 0.31% | 1,885 | -80 | -4.1% | -$2.69万 | 减仓 |
| FLTR | VANECK ETF TRUST | $63.41万 | 0.31% | 24,758 | 40 | 0.2% | $1,024 | 加仓 |
| IJS | ISHARES TR | $63.62万 | 0.31% | 4,654 | -2,670 | -36.5% | -$36.50万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $64.11万 | 0.31% | 27,659 | -5,669 | -17.0% | -$13.14万 | 减仓 |
| SBUX | STARBUCKS CORP | $66.47万 | 0.32% | 6,505 | -385 | -5.6% | -$3.93万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.66万 | 0.33% | 1,182 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $69.05万 | 0.33% | 3,368 | -710 | -17.4% | -$14.56万 | 减仓 |
| IBB | ISHARES TR | $76.42万 | 0.37% | 4,017 | -130 | -3.1% | -$2.47万 | 减仓 |
| IWP | ISHARES TR | $79.77万 | 0.38% | 5,448 | -2,549 | -31.9% | -$37.32万 | 减仓 |
| MRK | MERCK & CO INC | $82.16万 | 0.40% | 6,394 | -780 | -10.9% | -$10.02万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $88.49万 | 0.43% | 2,616 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $96.03万 | 0.46% | 6,500 | -3,875 | -37.3% | -$57.25万 | 减仓 |
| ORCL | ORACLE CORP | $99.58万 | 0.48% | 6,795 | -1,001 | -12.8% | -$14.67万 | 减仓 |
| IYH | ISHARES TR | $100.68万 | 0.49% | 15,024 | -399 | -2.6% | -$2.67万 | 减仓 |
| TXN | TEXAS INSTRS INC | $101.31万 | 0.49% | 3,399 | -875 | -20.5% | -$26.08万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $108.90万 | 0.52% | 1,458 | 15 | 1.0% | $1.12万 | 加仓 |
| SO | SOUTHERN CO | $109.33万 | 0.53% | 11,423 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $111.75万 | 0.54% | 2,340 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $114.04万 | 0.55% | 20,190 | 2,885 | 16.7% | $16.29万 | 加仓 |
| IGV | ISHARES TR | $118.60万 | 0.57% | 13,090 | -1,059 | -7.5% | -$9.60万 | 减仓 |
| AMGN | AMGEN INC | $119.50万 | 0.58% | 3,300 | -565 | -14.6% | -$20.46万 | 减仓 |
| IWO | ISHARES TR | $124.22万 | 0.60% | 3,153 | -1,229 | -28.0% | -$48.42万 | 减仓 |
| IWM | ISHARES TR | $127.99万 | 0.62% | 4,259 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $138.63万 | 0.67% | 11,802 | -2,340 | -16.5% | -$27.49万 | 减仓 |
| C | CITIGROUP INC | $139.23万 | 0.67% | 9,948 | -2,000 | -16.7% | -$27.99万 | 减仓 |
| CRM | SALESFORCE INC | $145.29万 | 0.70% | 9,274 | -765 | -7.6% | -$11.99万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $148.41万 | 0.72% | 2,913 | -400 | -12.1% | -$20.38万 | 减仓 |
| ABBV | ABBVIE INC | $151.56万 | 0.73% | 6,023 | -290 | -4.6% | -$7.30万 | 减仓 |
| IJT | ISHARES TR | $155.02万 | 0.75% | 8,679 | -3,108 | -26.4% | -$55.51万 | 减仓 |
| TER | TERADYNE INC | $159.75万 | 0.77% | 3,301 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $162.43万 | 0.78% | 13,823 | -7,356 | -34.7% | -$86.44万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $162.64万 | 0.78% | 26,463 | 2,429 | 10.1% | $14.93万 | 加仓 |
| ASML | ASML HLDG NV | $166.72万 | 0.80% | 838 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $169.06万 | 0.81% | 61,677 | -7,388 | -10.7% | -$20.25万 | 减仓 |