Aft, Forsyth & Sober, LLC
VALRICO FL · SEC CIK 0001566801
$3.28亿2026Q1 申报市值
62持仓数
54.1%前十大占比 · 第一大 11.8%
6 / 1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
AVGO 新建仓+$699.49万
NFLX 新建仓+$403.83万
BLK 新建仓+$177.92万
MRVL 新建仓+$160.46万
SNOW 新建仓+$113.11万
2026Q1 卖出最多 按季末市值估算
RSP 减仓-$153.54万
IBIT 清仓-$29.79万
OEF 减仓-$20.67万
FIRST TR EXCHANG 减仓-$14.94万
QQEW 减仓-$9.52万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $3,874.32万 | 11.82% | 67,125 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $3,333.22万 | 10.17% | 191,125 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,212.68万 | 9.80% | 49,400 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,675.46万 | 5.11% | 87,300 | -8,000 | -8.4% | -$153.54万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,299.61万 | 3.96% | 329,600 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $995.22万 | 3.04% | 147,375 | -750 | -0.5% | -$5.06万 | 减仓 |
| OEF | ISHARES TR | $916.04万 | 2.79% | 28,800 | -650 | -2.2% | -$20.67万 | 减仓 |
| AAPL | APPLE INC | $827.36万 | 2.52% | 32,600 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $812.52万 | 2.48% | 21,950 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $775.28万 | 2.37% | 53,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $699.49万 | 2.13% | 22,600 | 22,600 | — | $699.49万 | 新建仓 |
| META | META PLATFORMS INC | $643.65万 | 1.96% | 11,250 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $605.08万 | 1.85% | 48,675 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $581.60万 | 1.77% | 3,950 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $534.09万 | 1.63% | 43,500 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $530.86万 | 1.62% | 6,275 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $526.23万 | 1.61% | 18,300 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $498.42万 | 1.52% | 13,000 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $475.95万 | 1.45% | 5,500 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $461.41万 | 1.41% | 9,750 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $451.30万 | 1.38% | 26,600 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $438.85万 | 1.34% | 154,200 | -5,250 | -3.3% | -$14.94万 | 减仓 |
| ORCL | ORACLE CORP | $422.21万 | 1.29% | 28,700 | 0 | 0.0% | — | 不变 |
| PTNQ | PACER FDS TR | $413.14万 | 1.26% | 56,625 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $407.60万 | 1.24% | 51,200 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $403.83万 | 1.23% | 42,000 | 42,000 | — | $403.83万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $400.06万 | 1.22% | 13,600 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $362.34万 | 1.11% | 27,450 | -250 | -0.9% | -$3.30万 | 减仓 |
| PTLC | PACER FDS TR | $359.61万 | 1.10% | 68,550 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $337.85万 | 1.03% | 55,150 | -400 | -0.7% | -$2.45万 | 减仓 |
| AMZN | AMAZON COM INC | $317.61万 | 0.97% | 15,250 | -250 | -1.6% | -$5.21万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $308.62万 | 0.94% | 19,250 | -250 | -1.3% | -$4.01万 | 减仓 |
| NRG | NRG ENERGY INC | $305.43万 | 0.93% | 20,900 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $298.93万 | 0.91% | 3,250 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $279.00万 | 0.85% | 2,800 | -25 | -0.9% | -$2.49万 | 减仓 |
| CVX | CHEVRON CORPORATION | $275.18万 | 0.84% | 13,300 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $266.60万 | 0.81% | 25,500 | -500 | -1.9% | -$5.23万 | 减仓 |
| MS | MORGAN STANLEY | $255.08万 | 0.78% | 15,500 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $243.12万 | 0.74% | 29,750 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $238.90万 | 0.73% | 16,500 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $238.01万 | 0.73% | 11,700 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $177.92万 | 0.54% | 1,850 | 1,850 | — | $177.92万 | 新建仓 |
| NLR | VANECK ETF TRUST | $173.15万 | 0.53% | 13,000 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $163.92万 | 0.50% | 5,550 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $162.50万 | 0.50% | 3,725 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $160.46万 | 0.49% | 16,200 | 16,200 | — | $160.46万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $158.64万 | 0.48% | 3,175 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $154.89万 | 0.47% | 10,875 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $154.14万 | 0.47% | 5,100 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $140.24万 | 0.43% | 4,375 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $136.05万 | 0.42% | 10,750 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $126.62万 | 0.39% | 3,850 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $113.11万 | 0.35% | 7,500 | 7,500 | — | $113.11万 | 新建仓 |
| IONQ | IONQ INC | $105.23万 | 0.32% | 36,500 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $104.52万 | 0.32% | 21,440 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $103.81万 | 0.32% | 20,200 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $102.50万 | 0.31% | 5,150 | -150 | -2.8% | -$2.99万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $83.78万 | 0.26% | 3,000 | 3,000 | — | $83.78万 | 新建仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $58.73万 | 0.18% | 4,625 | -750 | -14.0% | -$9.52万 | 减仓 |
| KKR | KKR & CO INC | $43.48万 | 0.13% | 4,700 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $29.90万 | 0.09% | 2,600 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $23.17万 | 0.07% | 2,450 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -6,000 | -100.0% | -$29.79万 | 清仓 |