13F 机构持仓

NFSG Corp

BOCA RATON FL · SEC CIK 0001879757

2026Q22026Q1 更早 9 个季度 🔒
$6.08亿2026Q1 申报市值
1,180持仓数
31.6%前十大占比 · 第一大 6.9%
95 / 120新建仓 / 清仓
申报市值走势$8.08亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.9%
AAPL 3.7%
AMZN 3.6%
SMH 3.0%
QQQ 2.6%
MSFT 2.5%
GOOG 2.4%
META 2.3%
AVGO 2.3%
CRWD 2.2%

2026Q1 买入最多 按季末市值估算

IGV 加仓+$668.03万
AMD 加仓+$236.10万
ORCL 加仓+$232.99万
KURV ETF TR 加仓+$224.65万
MO 加仓+$212.86万

2026Q1 卖出最多 按季末市值估算

ARM 减仓-$1,016.71万
NVDA 减仓-$521.58万
CRM 减仓-$397.08万
INTC 减仓-$311.43万
GLW 减仓-$301.55万

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
— TIDAL TRUST II $10.15万0.02%3,384 2,466268.6% $7.40万 加仓
BLK BLACKROCK INC $10.20万0.02%106 55.0% $4,812 加仓
UEC URANIUM ENERGY CORP $10.29万0.02%7,625 00.0% — 不变
CAG CONAGRA BRANDS INC $10.31万0.02%6,560 2,00544.0% $3.15万 加仓
— CION INVT CORP $10.32万0.02%15,094 00.0% — 不变
VB VANGUARD INDEX FDS $10.49万0.02%400 -54-11.9% -$1.42万 减仓
— PEAKSTONE REALTY TRUST $10.50万0.02%5,028 00.0% — 不变
AFRM AFFIRM HLDGS INC $10.52万0.02%2,297 00.0% — 不变
ADI ANALOG DEVICES INC $10.72万0.02%337 10.3% $318 加仓
IYW ISHARES TR $10.77万0.02%593 -600-50.3% -$10.89万 减仓
NOC NORTHROP GRUMMAN CORP $10.85万0.02%159 -427-72.9% -$29.14万 减仓
SPYM SPDR SERIES TRUST $10.88万0.02%1,421 10.1% $77 加仓
BKE BUCKLE INC $10.90万0.02%2,164 00.0% — 不变
NPK NATIONAL PRESTO INDS INC $10.96万0.02%800 00.0% — 不变
XAR SPDR SERIES TRUST $11.03万0.02%434 -193-30.8% -$4.90万 减仓
MRNA MODERNA INC $11.18万0.02%2,200 -5,300-70.7% -$26.92万 减仓
PYPL PAYPAL HLDGS INC $11.48万0.02%2,539 2,300962.3% $10.40万 加仓
GM GENERAL MTRS CO $11.72万0.02%1,573 10.1% $74 加仓
TOTL SSGA ACTIVE ETF TR $11.84万0.02%2,979 240.8% $954 加仓
B BARRICK MNG CORP $11.89万0.02%2,915 90.3% $367 加仓
KMB KIMBERLY-CLARK CORP $11.92万0.02%1,236 951333.7% $9.17万 加仓
JEF JEFFERIES FINANCIAL GROUP IN $11.97万0.02%2,900 00.0% — 不变
COP CONOCOPHILLIPS $11.97万0.02%907 495.7% $6,467 加仓
CMCSA COMCAST CORP NEW $12.06万0.02%4,202 46312.4% $1.33万 加仓
MDLZ MONDELEZ INTL INC $12.07万0.02%2,093 180.9% $1,038 加仓
NTLA INTELLIA THERAPEUTICS INC $12.08万0.02%9,425 00.0% — 不变
RDIV INVESCO EXCH TRADED FD TR II $12.27万0.02%2,205 20.1% $111 加仓
TMUS T-MOBILE US INC $12.32万0.02%587 -457-43.8% -$9.59万 减仓
SPG SIMON PPTY GROUP INC NEW $12.44万0.02%667 -343-34.0% -$6.40万 减仓
ASTS AST SPACEMOBILE INC $12.47万0.02%1,505 1,005201.0% $8.33万 加仓
LEA LEAR CORP $12.50万0.02%1,032 1,032— $12.50万 新建仓
VCLT VANGUARD SCOTTSDALE FDS $12.55万0.02%1,680 70973.0% $5.30万 加仓
MA MASTERCARD INCORPORATED $12.66万0.02%253 -3,545-93.3% -$177.37万 减仓
APP APPLOVIN CORP $12.74万0.02%320 -100-23.8% -$3.98万 减仓
PCEF INVESCO EXCH TRADED FD TR II $13.10万0.02%6,962 -29-0.4% -$546 减仓
ABR ARBOR REALTY TRUST INC $13.13万0.02%17,025 1,55310.0% $1.20万 加仓
BLSH BULLISH $13.13万0.02%3,675 -760-17.1% -$2.72万 减仓
XLU SELECT SECTOR SPDR TR $13.16万0.02%2,869 -253-8.1% -$1.16万 减仓
— NEOS ETF TRUST $13.29万0.02%2,347 2,005586.3% $11.35万 加仓
PWR QUANTA SVCS INC $13.31万0.02%242 00.0% — 不变
FSK FS KKR CAP CORP $13.37万0.02%13,131 -1,226-8.5% -$1.25万 减仓
CMG CHIPOTLE MEXICAN GRILL INC $13.38万0.02%4,180 -2,430-36.8% -$7.78万 减仓
SDVY FIRST TR EXCHANGE TRADED FD $13.60万0.02%3,448 55419.1% $2.18万 加仓
SLB SLB LIMITED $13.67万0.02%2,660 281.1% $1,439 加仓
AVAV AEROVIRONMENT INC $13.82万0.02%755 324.4% $5,858 加仓
AEP AMERICAN ELEC PWR CO INC $13.88万0.02%1,059 -158-13.0% -$2.07万 减仓
ROAD CONSTRUCTION PARTNERS INC $13.90万0.02%1,251 1008.7% $1.11万 加仓
DHR DANAHER CORP DEL $14.10万0.02%744 294.1% $5,498 加仓
AHR AMERICAN HEALTHCARE REIT INC $14.12万0.02%2,993 2428.8% $1.14万 加仓
VOOV VANGUARD ADMIRAL FDS INC $14.19万0.02%697 20.3% $407 加仓
FCX FREEPORT MCMORAN INC $14.35万0.02%2,442 80349.0% $4.72万 加仓
WHR WHIRLPOOL CORP $14.56万0.02%2,700 2,700— $14.56万 新建仓
INTU INTUIT $14.62万0.02%338 -11-3.2% -$4,758 减仓
DELL DELL TECHNOLOGIES INC $14.74万0.02%898 -93-9.4% -$1.53万 减仓
VXX BARCLAYS BANK PLC $14.82万0.02%4,150 -4,075-49.5% -$14.55万 减仓
TXN TEXAS INSTRS INC $14.94万0.02%770 7110.2% $1.38万 加仓
MLPA GLOBAL X FDS $15.00万0.02%2,784 -276-9.0% -$1.49万 减仓
NKE NIKE INC $15.03万0.02%2,845 2,276400.0% $12.02万 加仓
SPSM SPDR SERIES TRUST $15.03万0.02%3,111 00.0% — 不变
MDB MONGODB INC $15.20万0.02%621 -565-47.6% -$13.83万 减仓
TROW PRICE T ROWE GROUP INC $15.34万0.03%1,702 65161.9% $5.87万 加仓
SLV ISHARES SILVER TR $15.54万0.03%2,281 2,281— $15.54万 新建仓
MOS MOSAIC CO $15.56万0.03%6,102 4,000190.3% $10.20万 加仓
INTC INTEL CORP $15.59万0.03%3,532 -70,571-95.2% -$311.43万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $15.64万0.03%2,291 90565.3% $6.18万 加仓
CRCL CIRCLE INTERNET GROUP INC $15.92万0.03%1,669 -850-33.7% -$8.11万 减仓
SYLD CAMBRIA ETF TR $15.93万0.03%2,113 50531.4% $3.81万 加仓
ABT ABBOTT LABORATORIES $15.96万0.03%1,555 1,401909.7% $14.38万 加仓
BBLU EA SERIES TRUST $16.08万0.03%10,891 -1,096-9.1% -$1.62万 减仓
TOPT ISHARES TR $16.10万0.03%5,625 00.0% — 不变
XME SPDR SERIES TRUST $16.20万0.03%1,500 70087.5% $7.56万 加仓
FIXD FIRST TR EXCHNG TRADED FD VI $16.55万0.03%3,797 -3,131-45.2% -$13.65万 减仓
MSGK MADISON SQUARE GRDN SPRT COR $16.58万0.03%516 51212,800.0% $16.46万 加仓
DIVI FRANKLIN TEMPLETON ETF TR $16.84万0.03%4,230 1,85778.3% $7.39万 加仓
SOUN SOUNDHOUND AI INC $16.87万0.03%24,550 -3,894-13.7% -$2.68万 减仓
— NEOS ETF TRUST $16.92万0.03%5,133 1,24532.0% $4.10万 加仓
IONQ IONQ INC $17.11万0.03%5,935 2,03352.1% $5.86万 加仓
NVO NOVO-NORDISK A S $17.37万0.03%4,727 2,625124.9% $9.65万 加仓
IWD ISHARES TR $17.55万0.03%821 -48-5.5% -$1.03万 减仓
GLW CORNING INC $17.58万0.03%1,293 -22,178-94.5% -$301.55万 减仓
ED CONSOLIDATED EDISON INC $17.85万0.03%1,577 60.4% $679 加仓
MPC MARATHON PETE CORP $18.08万0.03%740 20.3% $489 加仓
BTU PEABODY ENGR CORP $18.12万0.03%5,500 00.0% — 不变
UNP UNION PAC CORP $18.23万0.03%751 00.0% — 不变
SMR NUSCALE PWR CORP $18.29万0.03%16,875 2251.4% $2,439 加仓
SOXX ISHARES TR $18.31万0.03%557 24377.4% $7.99万 加仓
XLF SELECT SECTOR SPDR TR $18.42万0.03%3,731 3309.7% $1.63万 加仓
SPMD SPDR SERIES TRUST $18.66万0.03%3,151 -23-0.7% -$1,362 减仓
HE HAWAIIAN ELEC INDS INC MTN B $19.00万0.03%12,800 4503.6% $6,678 加仓
RSG REPUBLIC SVCS INC $19.16万0.03%875 -40-4.4% -$8,757 减仓
NRG NRG ENERGY INC $19.70万0.03%1,348 -2-0.1% -$292 减仓
AGOX STARBOARD INVT TR $19.71万0.03%7,406 -2,906-28.2% -$7.74万 减仓
FBRT FRANKLIN BSP RLTY TR INC $19.90万0.03%23,437 -3,010-11.4% -$2.56万 减仓
DOW DOW HLDGS INC $20.05万0.03%4,813 -2,487-34.1% -$10.36万 减仓
ITA ISHARES TR $20.13万0.03%920 9010.8% $1.97万 加仓
LMND LEMONADE INC $20.41万0.03%3,257 2,672456.8% $16.75万 加仓
BP BP PLC $20.52万0.03%4,366 -4,889-52.8% -$22.98万 减仓
UPST UPSTART HLDGS INC $20.74万0.03%8,085 -1,333-14.2% -$3.42万 减仓
XLV SELECT SECTOR SPDR TR $20.97万0.03%1,431 -265-15.6% -$3.88万 减仓
TPL TEXAS PACIFIC LAND CORPORATI $21.12万0.03%445 400888.9% $18.98万 加仓