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 |
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $169.91万 | 0.82% | 1,680 | -250 | -13.0% | -$25.28万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $174.45万 | 0.84% | 2,286 | -520 | -18.5% | -$39.68万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $174.58万 | 0.84% | 6,874 | -925 | -11.9% | -$23.49万 | 减仓 |
| MELI | MERCADOLIBRE INC | $177.04万 | 0.85% | 1,043 | -29 | -2.7% | -$4.92万 | 减仓 |
| HD | HOME DEPOT INC | $189.64万 | 0.91% | 5,377 | -565 | -9.5% | -$19.93万 | 减仓 |
| NOW | SERVICENOW INC | $194.44万 | 0.94% | 19,585 | -600 | -3.0% | -$5.96万 | 减仓 |
| IYF | ISHARES TR | $196.23万 | 0.95% | 15,389 | -949 | -5.8% | -$12.10万 | 减仓 |
| GOOG | ALPHABET INC | $198.47万 | 0.96% | 5,617 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $198.94万 | 0.96% | 16,021 | -2,951 | -15.6% | -$36.64万 | 减仓 |
| IJH | ISHARES TR | $204.76万 | 0.99% | 26,554 | -846 | -3.1% | -$6.52万 | 减仓 |
| META | META PLATFORMS INC | $255.68万 | 1.23% | 4,539 | -10 | -0.2% | -$5,633 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $307.58万 | 1.48% | 3,288 | -215 | -6.1% | -$20.11万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $351.95万 | 1.70% | 8,850 | -549 | -5.8% | -$21.83万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $355.74万 | 1.71% | 10,868 | -1,390 | -11.3% | -$45.50万 | 减仓 |
| IWR | ISHARES TR | $364.88万 | 1.76% | 33,074 | -1,745 | -5.0% | -$19.25万 | 减仓 |
| IJR | ISHARES TR | $401.70万 | 1.94% | 27,085 | -1,225 | -4.3% | -$18.17万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $460.27万 | 2.22% | 13,497 | -830 | -5.8% | -$28.30万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $500.23万 | 2.41% | 14,108 | -1,305 | -8.5% | -$46.27万 | 减仓 |
| V | VISA INC | $558.92万 | 2.69% | 16,290 | -960 | -5.6% | -$32.94万 | 减仓 |
| GOOGL | ALPHABET INC | $605.76万 | 2.92% | 16,950 | -1,040 | -5.8% | -$37.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $649.59万 | 3.13% | 17,414 | -1,747 | -9.1% | -$65.17万 | 减仓 |
| AMZN | AMAZON COM INC | $656.27万 | 3.16% | 27,535 | -2,475 | -8.2% | -$58.99万 | 减仓 |
| LLY | ELI LILLY & CO | $783.83万 | 3.78% | 6,535 | -805 | -11.0% | -$96.55万 | 减仓 |
| IGM | ISHARES TR | $842.96万 | 4.06% | 51,531 | -977 | -1.9% | -$15.98万 | 减仓 |
| AAPL | APPLE INC | $1,054.09万 | 5.08% | 36,428 | -2,779 | -7.1% | -$80.41万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,115.14万 | 24.66% | 255,641 | -19,939 | -7.2% | -$398.96万 | 减仓 |