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 |
|---|---|---|---|---|---|---|---|---|
| IDXX | IDEXX LABS INC | $31.02万 | 0.15% | 552 | 0 | 0.0% | — | 不变 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $30.77万 | 0.14% | 11,584 | 1,170 | 11.2% | $3.11万 | 加仓 |
| — | EXXON MOBIL CORP | $30.71万 | 0.14% | 1,810 | -125 | -6.5% | -$2.12万 | 减仓 |
| IHE | ISHARES TR | $29.88万 | 0.14% | 3,447 | 7 | 0.2% | $607 | 加仓 |
| ZTS | ZOETIS INC | $29.01万 | 0.14% | 2,454 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $28.77万 | 0.14% | 1,273 | 1,273 | — | $28.77万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $28.11万 | 0.13% | 1,700 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $28.08万 | 0.13% | 4,112 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $27.37万 | 0.13% | 1,323 | -250 | -15.9% | -$5.17万 | 减仓 |
| IWS | ISHARES TR | $26.09万 | 0.12% | 1,789 | 1 | 0.1% | $146 | 加仓 |
| AGG | ISHARES TR | $25.63万 | 0.12% | 2,581 | 1 | 0.0% | $99 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.57万 | 0.12% | 1,055 | 250 | 31.1% | $6.06万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $24.77万 | 0.12% | 10,329 | -1,745 | -14.5% | -$4.18万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.05万 | 0.11% | 1,182 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $23.75万 | 0.11% | 570 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $23.64万 | 0.11% | 361 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $22.86万 | 0.11% | 2,450 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $22.80万 | 0.11% | 910 | -39 | -4.1% | -$9,773 | 减仓 |
| DVY | ISHARES TR | $21.99万 | 0.10% | 1,452 | 4 | 0.3% | $606 | 加仓 |
| WDAY | WORKDAY INC | $21.96万 | 0.10% | 1,690 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $21.27万 | 0.10% | 2,360 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $20.82万 | 0.10% | 800 | 0 | 0.0% | — | 重新持有 |
| SPHD | INVESCO EXCH TRADED FD TR II | $20.66万 | 0.10% | 4,164 | -30 | -0.7% | -$1,488 | 减仓 |
| 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 |