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 |
|---|---|---|---|---|---|---|---|---|
| IWS | ISHARES TR | $23.09万 | 0.11% | 1,403 | -386 | -21.6% | -$6.35万 | 减仓 |
| SNOW | SNOWFLAKE INC | $22.40万 | 0.11% | 880 | -248 | -22.0% | -$6.31万 | 重新持有 |
| TROW | PRICE T ROWE GROUP INC | $22.34万 | 0.11% | 1,965 | -395 | -16.7% | -$4.49万 | 减仓 |
| CVX | CHEVRON CORPORATION | $21.93万 | 0.11% | 1,323 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $21.64万 | 0.10% | 800 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $21.25万 | 0.10% | 4,180 | 16 | 0.4% | $813 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $21.18万 | 0.10% | 615 | 615 | — | $21.18万 | 新建仓 |
| IWN | ISHARES TR | $6.41万 | 0.03% | 290 | -3,495 | -92.3% | -$77.31万 | 减仓 |
| 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 |