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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5,115.14万 | 24.66% | 255,641 | -19,939 | -7.2% | -$398.96万 | 减仓 |
| AAPL | APPLE INC | $1,054.09万 | 5.08% | 36,428 | -2,779 | -7.1% | -$80.41万 | 减仓 |
| IGM | ISHARES TR | $842.96万 | 4.06% | 51,531 | -977 | -1.9% | -$15.98万 | 减仓 |
| LLY | ELI LILLY & CO | $783.83万 | 3.78% | 6,535 | -805 | -11.0% | -$96.55万 | 减仓 |
| AMZN | AMAZON COM INC | $656.27万 | 3.16% | 27,535 | -2,475 | -8.2% | -$58.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $649.59万 | 3.13% | 17,414 | -1,747 | -9.1% | -$65.17万 | 减仓 |
| GOOGL | ALPHABET INC | $605.76万 | 2.92% | 16,950 | -1,040 | -5.8% | -$37.17万 | 减仓 |
| V | VISA INC | $558.92万 | 2.69% | 16,290 | -960 | -5.6% | -$32.94万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $500.23万 | 2.41% | 14,108 | -1,305 | -8.5% | -$46.27万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $460.27万 | 2.22% | 13,497 | -830 | -5.8% | -$28.30万 | 减仓 |
| IJR | ISHARES TR | $401.70万 | 1.94% | 27,085 | -1,225 | -4.3% | -$18.17万 | 减仓 |
| IWR | ISHARES TR | $364.88万 | 1.76% | 33,074 | -1,745 | -5.0% | -$19.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $355.74万 | 1.71% | 10,868 | -1,390 | -11.3% | -$45.50万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $351.95万 | 1.70% | 8,850 | -549 | -5.8% | -$21.83万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $307.58万 | 1.48% | 3,288 | -215 | -6.1% | -$20.11万 | 减仓 |
| META | META PLATFORMS INC | $255.68万 | 1.23% | 4,539 | -10 | -0.2% | -$5,633 | 减仓 |
| IJH | ISHARES TR | $204.76万 | 0.99% | 26,554 | -846 | -3.1% | -$6.52万 | 减仓 |
| IWF | ISHARES TR | $198.94万 | 0.96% | 16,021 | -2,951 | -15.6% | -$36.64万 | 减仓 |
| GOOG | ALPHABET INC | $198.47万 | 0.96% | 5,617 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $196.23万 | 0.95% | 15,389 | -949 | -5.8% | -$12.10万 | 减仓 |
| NOW | SERVICENOW INC | $194.44万 | 0.94% | 19,585 | -600 | -3.0% | -$5.96万 | 减仓 |
| HD | HOME DEPOT INC | $189.64万 | 0.91% | 5,377 | -565 | -9.5% | -$19.93万 | 减仓 |
| MELI | MERCADOLIBRE INC | $177.04万 | 0.85% | 1,043 | -29 | -2.7% | -$4.92万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $174.58万 | 0.84% | 6,874 | -925 | -11.9% | -$23.49万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $174.45万 | 0.84% | 2,286 | -520 | -18.5% | -$39.68万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $169.91万 | 0.82% | 1,680 | -250 | -13.0% | -$25.28万 | 减仓 |
| HDV | ISHARES TR | $169.06万 | 0.81% | 61,677 | -7,388 | -10.7% | -$20.25万 | 减仓 |
| ASML | ASML HLDG NV | $166.72万 | 0.80% | 838 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $162.64万 | 0.78% | 26,463 | 2,429 | 10.1% | $14.93万 | 加仓 |
| IJK | ISHARES TR | $162.43万 | 0.78% | 13,823 | -7,356 | -34.7% | -$86.44万 | 减仓 |
| TER | TERADYNE INC | $159.75万 | 0.77% | 3,301 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $155.02万 | 0.75% | 8,679 | -3,108 | -26.4% | -$55.51万 | 减仓 |
| ABBV | ABBVIE INC | $151.56万 | 0.73% | 6,023 | -290 | -4.6% | -$7.30万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $148.41万 | 0.72% | 2,913 | -400 | -12.1% | -$20.38万 | 减仓 |
| CRM | SALESFORCE INC | $145.29万 | 0.70% | 9,274 | -765 | -7.6% | -$11.99万 | 减仓 |
| C | CITIGROUP INC | $139.23万 | 0.67% | 9,948 | -2,000 | -16.7% | -$27.99万 | 减仓 |
| CSCO | CISCO SYS INC | $138.63万 | 0.67% | 11,802 | -2,340 | -16.5% | -$27.49万 | 减仓 |
| IWM | ISHARES TR | $127.99万 | 0.62% | 4,259 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $124.22万 | 0.60% | 3,153 | -1,229 | -28.0% | -$48.42万 | 减仓 |
| AMGN | AMGEN INC | $119.50万 | 0.58% | 3,300 | -565 | -14.6% | -$20.46万 | 减仓 |
| IGV | ISHARES TR | $118.60万 | 0.57% | 13,090 | -1,059 | -7.5% | -$9.60万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $114.04万 | 0.55% | 20,190 | 2,885 | 16.7% | $16.29万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $111.75万 | 0.54% | 2,340 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $109.33万 | 0.53% | 11,423 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $108.90万 | 0.52% | 1,458 | 15 | 1.0% | $1.12万 | 加仓 |
| TXN | TEXAS INSTRS INC | $101.31万 | 0.49% | 3,399 | -875 | -20.5% | -$26.08万 | 减仓 |
| IYH | ISHARES TR | $100.68万 | 0.49% | 15,024 | -399 | -2.6% | -$2.67万 | 减仓 |
| ORCL | ORACLE CORP | $99.58万 | 0.48% | 6,795 | -1,001 | -12.8% | -$14.67万 | 减仓 |
| IJJ | ISHARES TR | $96.03万 | 0.46% | 6,500 | -3,875 | -37.3% | -$57.25万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $88.49万 | 0.43% | 2,616 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $82.16万 | 0.40% | 6,394 | -780 | -10.9% | -$10.02万 | 减仓 |
| IWP | ISHARES TR | $79.77万 | 0.38% | 5,448 | -2,549 | -31.9% | -$37.32万 | 减仓 |
| IBB | ISHARES TR | $76.42万 | 0.37% | 4,017 | -130 | -3.1% | -$2.47万 | 减仓 |
| ADBE | ADOBE INC | $69.05万 | 0.33% | 3,368 | -710 | -17.4% | -$14.56万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $68.66万 | 0.33% | 1,182 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $66.47万 | 0.32% | 6,505 | -385 | -5.6% | -$3.93万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $64.11万 | 0.31% | 27,659 | -5,669 | -17.0% | -$13.14万 | 减仓 |
| IJS | ISHARES TR | $63.62万 | 0.31% | 4,654 | -2,670 | -36.5% | -$36.50万 | 减仓 |
| FLTR | VANECK ETF TRUST | $63.41万 | 0.31% | 24,758 | 40 | 0.2% | $1,024 | 加仓 |
| MDB | MONGODB INC | $63.32万 | 0.31% | 1,885 | -80 | -4.1% | -$2.69万 | 减仓 |
| MS | MORGAN STANLEY | $61.67万 | 0.30% | 2,950 | 165 | 5.9% | $3.45万 | 加仓 |
| IWD | ISHARES TR | $60.17万 | 0.29% | 2,481 | -615 | -19.9% | -$14.91万 | 减仓 |
| IWL | ISHARES TR | $58.46万 | 0.28% | 3,160 | 1 | 0.0% | $185 | 加仓 |
| SHV | ISHARES TR | $57.89万 | 0.28% | 5,246 | -168 | -3.1% | -$1.85万 | 减仓 |
| SYK | STRYKER CORPORATION | $55.73万 | 0.27% | 1,770 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $53.81万 | 0.26% | 11,750 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $48.14万 | 0.23% | 5,923 | -1,055 | -15.1% | -$8.57万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $47.88万 | 0.23% | 1,430 | 1,430 | — | $47.88万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $47.57万 | 0.23% | 18,700 | -1,000 | -5.1% | -$2.54万 | 减仓 |
| HYG | ISHARES TR | $46.48万 | 0.22% | 5,812 | -163 | -2.7% | -$1.30万 | 减仓 |
| IUSG | ISHARES TR | $45.37万 | 0.22% | 2,412 | 3 | 0.1% | $564 | 加仓 |
| MMM | 3M CO | $44.99万 | 0.22% | 2,779 | -452 | -14.0% | -$7.32万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $44.63万 | 0.22% | 1,275 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $44.36万 | 0.21% | 2,806 | -924 | -24.8% | -$14.61万 | 减仓 |
| AFL | AFLAC INC | $43.09万 | 0.21% | 3,675 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $42.99万 | 0.21% | 1,175 | -35 | -2.9% | -$1.28万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $42.44万 | 0.20% | 11,545 | -233 | -2.0% | -$8,565 | 减仓 |
| UNP | UNION PAC CORP | $40.91万 | 0.20% | 1,504 | -230 | -13.3% | -$6.26万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $39.82万 | 0.19% | 13,544 | 417 | 3.2% | $1.23万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $39.42万 | 0.19% | 1,760 | -330 | -15.8% | -$7.39万 | 减仓 |
| PEP | PEPSICO INC | $39.12万 | 0.19% | 2,889 | -675 | -18.9% | -$9.14万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $38.80万 | 0.19% | 1,823 | 4 | 0.2% | $851 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $38.32万 | 0.18% | 2,150 | -375 | -14.9% | -$6.68万 | 减仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $38.14万 | 0.18% | 12,010 | 426 | 3.7% | $1.35万 | 加仓 |
| IWB | ISHARES TR | $37.78万 | 0.18% | 922 | 2 | 0.2% | $820 | 加仓 |
| PG | PROCTER & GAMBLE CO | $37.60万 | 0.18% | 2,564 | -680 | -21.0% | -$9.97万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $37.05万 | 0.18% | 5,200 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $36.98万 | 0.18% | 1,272 | 1 | 0.1% | $291 | 加仓 |
| NOBL | PROSHARES TR | $35.70万 | 0.17% | 6,356 | 10 | 0.2% | $562 | 加仓 |
| IHE | ISHARES TR | $34.20万 | 0.16% | 3,454 | 7 | 0.2% | $693 | 加仓 |
| ABT | ABBOTT LABORATORIES | $34.02万 | 0.16% | 3,749 | -435 | -10.4% | -$3.95万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $33.34万 | 0.16% | 4,113 | 1 | 0.0% | $81 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $29.75万 | 0.14% | 2,450 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $29.06万 | 0.14% | 552 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $29.01万 | 0.14% | 6,300 | -1,200 | -16.0% | -$5.53万 | 减仓 |
| IVV | ISHARES TR | $27.17万 | 0.13% | 362 | 1 | 0.3% | $751 | 加仓 |
| HSY | HERSHEY CO | $26.58万 | 0.13% | 1,515 | -57 | -3.6% | -$1.00万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.15万 | 0.13% | 930 | -125 | -11.8% | -$3.52万 | 减仓 |
| AGG | ISHARES TR | $25.59万 | 0.12% | 2,585 | 4 | 0.2% | $396 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $25.08万 | 0.12% | 10,315 | -14 | -0.1% | -$340 | 减仓 |