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
TDV PROSHARES TR $2,2020.00%26 00.0% — 不变
SAP SAP SE $2,2260.00%13 00.0% — 不变
ITRI ITRON INC $2,2410.00%25 -50-66.7% -$4,482 减仓
MNST MONSTER BEVERAGE CORP NEW $2,2460.00%31 00.0% — 不变
— ALLIANCE ENTERTAINMENT HOLDI $2,2930.00%350 00.0% — 不变
— MONROE CAP CORP $2,3000.00%500 00.0% — 不变
TNDM TANDEM DIABETES CARE INC $2,3000.00%120 00.0% — 不变
— LITE STRATEGY INC $2,3190.00%1,999 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $2,3530.00%57 00.0% — 不变
BND VANGUARD BD INDEX FDS $2,3560.00%32 00.0% — 不变
— FRONTIER NUCLEAR & MINERALS $2,3770.00%846 846— $2,377 新建仓
BBY BEST BUY INC $2,4400.00%38 00.0% — 不变
TSN TYSON FOODS INC $2,4990.00%39 39— $2,499 新建仓
CSM PROSHARES TR $2,5440.00%34 00.0% — 不变
CRML CRITICAL METALS CORP $2,5810.00%325 7530.0% $596 加仓
IWO ISHARES TR $2,6060.00%8 00.0% — 不变
— DUPONT DE NEMOURS INC $2,6110.00%57 00.0% — 不变
PAGP PLAINS GP HLDGS L P $2,7190.00%112 -107-48.9% -$2,598 减仓
AM ANTERO MIDSTREAM CORP $2,7360.00%120 10.8% $23 加仓
MBLY MOBILEYE GLOBAL INC $2,7480.00%400 00.0% — 不变
RKT ROCKET COS INC $2,8500.00%200 00.0% — 不变
MTUM ISHARES TR $2,8830.00%12 00.0% — 不变
FLJP FRANKLIN TEMPLETON ETF TR $2,8940.00%80 00.0% — 不变
UA UNDER ARMOUR INC $2,8950.00%500 00.0% — 不变
— AMPLIFY ETF TR $2,9240.00%127 00.0% — 不变
NYT NEW YORK TIMES CO MTN BE $2,9310.00%35 35— $2,931 新建仓
— BEAM GLOBAL $2,9400.00%2,000 00.0% — 不变
— ETF OPPORTUNITIES TRUST $2,9750.00%75 -25-25.0% -$992 减仓
ERII ENERGY RECOVERY INC $3,0210.00%300 00.0% — 不变
— SUNRISE RLTY TR INC $3,0600.00%399 00.0% — 不变
— WRAP TECHNOLOGIES INC $3,0800.00%2,000 00.0% — 不变
COR CENCORA INC $3,1460.00%10 -1-9.1% -$315 减仓
CINF CINCINNATI FINL CORP $3,1470.00%20 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $3,1580.00%202 21.0% $31 加仓
SCHX SCHWAB STRATEGIC TR $3,2210.00%126 10.8% $26 加仓
BR BROADRIDGE FINL SOLUTIONS IN $3,2500.00%20 00.0% — 不变
AON AON PLC $3,2650.00%10 00.0% — 不变
BDX BECTON DICKINSON & CO $3,3020.00%21 21— $3,302 新建仓
NB NIOCORP DEVS LTD $3,3450.00%750 25050.0% $1,115 加仓
TTD THE TRADE DESK INC $3,4040.00%150 00.0% — 不变
GAUG FIRST TR EXCHNG TRADED FD VI $3,4060.00%88 00.0% — 不变
ENSG ENSIGN GROUP INC $3,4270.00%17 00.0% — 不变
STWD STARWOOD PPTY TR INC $3,4440.00%200 00.0% — 不变
TDG TRANSDIGM GROUP INC $3,4770.00%3 00.0% — 不变
PERI PERION NETWORK LTD $3,4970.00%350 00.0% — 不变
— COTERRA ENERGY INC $3,5140.00%100 00.0% — 不变
CWB SPDR SERIES TRUST $3,5250.00%39 12.6% $90 加仓
KTOS KRATOS DEFENSE & SEC SOLUTIO $3,5260.00%50 -12,828-99.6% -$90.46万 减仓
FDX FEDEX CORP $3,5620.00%10 -676-98.5% -$24.08万 减仓
OC OWENS CORNING NEW $3,5710.00%33 33— $3,571 新建仓
WAL WESTERN ALLIANCE BANCORP $3,6130.00%51 00.0% — 不变
HAS HASBRO INC $3,6760.00%39 00.0% — 不变
SGML SIGMA LITHIUM CORPORATION $3,7020.00%300 00.0% — 不变
TEL TE CONNECTIVITY PLC $3,7620.00%18 00.0% — 不变
AMP AMERIPRISE FINL INC $3,7630.00%8 -20-71.4% -$9,408 减仓
LANV LANVIN GROUP HOLDINGS LIMITE $3,7750.00%2,500 00.0% — 不变
PFF ISHARES TR $3,7900.00%125 00.0% — 不变
— CARIBOU BIOSCIENCES INC $3,8000.00%2,000 00.0% — 不变
NTNX NUTANIX INC $3,8010.00%100 100— $3,801 新建仓
— AIRO GROUP HLDGS INC $3,8030.00%500 -1,400-73.7% -$1.06万 减仓
— ARROWMARK FINANCIAL CORP $3,8120.00%200 00.0% — 不变
EFG ISHARES TR $3,8980.00%35 00.0% — 不变
FDIS FIDELITY COVINGTON TRUST $3,9170.00%42 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $3,9350.00%11 00.0% — 不变
AMX AMERICA MOVIL SAB DE CV $3,9490.00%155 00.0% — 不变
EEM ISHARES TR $3,9750.00%70 70— $3,975 新建仓
JBL JABIL INC $3,9860.00%15 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD $4,0010.00%90 00.0% — 不变
PAYX PAYCHEX INC $4,0880.00%44 00.0% — 不变
PUBM PUBMATIC INC $4,0900.00%500 00.0% — 不变
NVS NOVARTIS AG $4,1450.00%27 00.0% — 不变
SNY SANOFI SA $4,1470.00%86 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $4,1510.00%128 00.0% — 不变
RAL RALLIANT CORP $4,1590.00%100 00.0% — 不变
DOV DOVER CORP $4,1690.00%20 20— $4,169 新建仓
BN BROOKFIELD CORP $4,2490.00%105 00.0% — 不变
PAYC PAYCOM SOFTWARE INC $4,2540.00%35 00.0% — 不变
WST WEST PHARMACEUTICAL SVSC INC $4,2850.00%17 00.0% — 不变
EVGO EVGO INC $4,3000.00%2,500 00.0% — 不变
GDXJ VANECK ETF TRUST $4,3210.00%36 00.0% — 不变
MAGS LISTED FDS TR $4,3460.00%75 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $4,4650.00%10 10— $4,465 新建仓
RL RALPH LAUREN CORP $4,4780.00%13 685.7% $2,067 加仓
CPRT COPART INC $4,5150.00%136 00.0% — 不变
HTZ HERTZ GLOBAL HLDGS INC $4,6100.00%1,000 00.0% — 不变
RXRX RECURSION PHARMACEUTICALS IN $4,6110.00%1,502 -183-10.9% -$562 减仓
EXPE EXPEDIA GROUP INC $4,6650.00%20 -1,700-98.8% -$39.65万 减仓
IEMG ISHARES INC $4,7190.00%68 00.0% — 不变
LULU LULULEMON ATHLETICA INC $4,7460.00%31 -102-76.7% -$1.56万 减仓
IAK ISHARES TR $4,7470.00%37 00.0% — 不变
BEAM BEAM THERAPEUTICS INC $4,7660.00%200 00.0% — 不变
LNG CHENIERE ENERGY INC $4,8280.00%17 00.0% — 不变
OXY OCCIDENTAL PETE CORP $4,8640.00%75 -3,874-98.1% -$25.12万 减仓
— RE/MAX HLDGS INC $4,8960.00%850 850— $4,896 新建仓
DGX QUEST DIAGNOSTICS INC $5,0950.00%26 26— $5,095 新建仓
RUM RUMBLE INC $5,1000.00%1,000 00.0% — 不变
HUM HUMANA INC $5,2020.00%30 30— $5,202 新建仓
FN FABRINET $5,2150.00%10 10— $5,215 新建仓
FOXA FOX CORP $5,2810.00%90 4287.5% $2,464 加仓
VCR VANGUARD WORLD FD $5,3850.00%15 15— $5,385 新建仓