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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $185.04万 | 0.87% | 27,400 | -729 | -2.6% | -$4.92万 | 减仓 |
| MELI | MERCADOLIBRE INC | $185.35万 | 0.87% | 1,072 | 5 | 0.5% | $8,645 | 加仓 |
| CRM | SALESFORCE INC | $187.40万 | 0.88% | 10,039 | -65 | -0.6% | -$1.21万 | 减仓 |
| HDV | ISHARES TR | $187.48万 | 0.88% | 13,813 | -176 | -1.3% | -$2.39万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $190.64万 | 0.90% | 7,799 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $192.24万 | 0.90% | 16,338 | -190 | -1.1% | -$2.24万 | 减仓 |
| HD | HOME DEPOT INC | $195.43万 | 0.92% | 5,942 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $200.23万 | 0.94% | 3,313 | 50 | 1.5% | $3.02万 | 加仓 |
| IWF | ISHARES TR | $202.24万 | 0.95% | 4,743 | 1 | 0.0% | $426 | 加仓 |
| NOW | SERVICENOW INC | $211.03万 | 0.99% | 20,185 | -285 | -1.4% | -$2.98万 | 减仓 |
| IJK | ISHARES TR | $213.11万 | 1.00% | 21,179 | 2 | 0.0% | $201 | 加仓 |
| BLK | BLACKROCK INC | $219.29万 | 1.03% | 2,280 | -25 | -1.1% | -$2.40万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $229.69万 | 1.08% | 14,327 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $233.17万 | 1.10% | 15,413 | 65 | 0.4% | $9,833 | 加仓 |
| META | META PLATFORMS INC | $260.26万 | 1.23% | 4,549 | -20 | -0.4% | -$1.14万 | 减仓 |
| AVGO | BROADCOM INC | $327.15万 | 1.54% | 10,570 | -40 | -0.4% | -$1.24万 | 减仓 |
| IWR | ISHARES TR | $338.55万 | 1.59% | 34,819 | -196 | -0.6% | -$1.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $349.05万 | 1.64% | 3,503 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $351.93万 | 1.66% | 28,310 | -168 | -0.6% | -$2.09万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $360.58万 | 1.70% | 12,258 | -105 | -0.8% | -$3.09万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $433.28万 | 2.04% | 9,399 | -25 | -0.3% | -$1.15万 | 减仓 |
| GOOGL | ALPHABET INC | $517.33万 | 2.44% | 17,990 | -225 | -1.2% | -$6.47万 | 减仓 |
| V | VISA INC | $521.39万 | 2.45% | 17,250 | 575 | 3.4% | $17.38万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $524.26万 | 2.47% | 10,492 | -25 | -0.2% | -$1.25万 | 减仓 |
| IGM | ISHARES TR | $622.28万 | 2.93% | 52,508 | -563 | -1.1% | -$6.67万 | 减仓 |
| AMZN | AMAZON COM INC | $625.02万 | 2.94% | 30,010 | -328 | -1.1% | -$6.83万 | 减仓 |
| LLY | ELI LILLY & CO | $675.11万 | 3.18% | 7,340 | -20 | -0.3% | -$1.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $709.30万 | 3.34% | 19,161 | -100 | -0.5% | -$3.70万 | 减仓 |
| AAPL | APPLE INC | $995.04万 | 4.68% | 39,207 | -333 | -0.8% | -$8.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,806.12万 | 22.62% | 275,580 | -927 | -0.3% | -$16.17万 | 减仓 |