NFSG Corp
BOCA RATON FL · SEC CIK 0001879757
$8.08亿2026Q2 申报市值
1,225持仓数
31.3%前十大占比 · 第一大 6.0%
109 / 94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
DRAM 新建仓+$541.58万
MU 加仓+$460.22万
JPST 加仓+$350.73万
SNDK 加仓+$340.15万
INTC 加仓+$321.94万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$385.85万
NBIS 减仓-$268.60万
NVTS 减仓-$261.87万
BWA 减仓-$177.90万
APG 减仓-$148.29万
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 |
|---|---|---|---|---|---|---|---|---|
| ILF | ISHARES TR | $3,418 | 0.00% | 101 | 101 | — | $3,418 | 新建仓 |
| — | CARIBOU BIOSCIENCES INC | $3,520 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $3,540 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $3,613 | 0.00% | 204 | 2 | 1.0% | $35 | 加仓 |
| NB | NIOCORP DEVS LTD | $3,615 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $3,629 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $3,640 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $3,645 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| LANV | LANVIN GROUP HOLDINGS LIMITE | $3,650 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $3,651 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $3,682 | 0.00% | 245 | -490 | -66.7% | -$7,364 | 减仓 |
| CINF | CINCINNATI FINL CORP | $3,703 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $3,766 | 0.00% | 76 | 44 | 137.5% | $2,180 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $3,773 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SGML | SIGMA LITHIUM CORPORATION | $3,795 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | SS INNOVATIONS INTERNATIONAL | $3,801 | 0.00% | 916 | -400 | -30.4% | -$1,660 | 减仓 |
| PFF | ISHARES TR | $3,811 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $3,824 | 0.00% | 90 | 4 | 4.7% | $170 | 加仓 |
| CPRT | COPART INC | $3,834 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| MBLY | MOBILEYE GLOBAL INC | $3,872 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | ARROWMARK FINANCIAL CORP | $3,910 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $3,996 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FENI | FIDELITY COVINGTON TRUST | $4,013 | 0.00% | 100 | 100 | — | $4,013 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $4,028 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $4,037 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $4,063 | 0.00% | 10 | 2 | 25.0% | $813 | 加仓 |
| BGSI | BOYD GROUP SERVICES INC | $4,163 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $4,168 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $4,192 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| — | SIDUS SPACE INC | $4,215 | 0.00% | 1,500 | 1,500 | — | $4,215 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $4,249 | 0.00% | 134 | -467 | -77.7% | -$1.48万 | 减仓 |
| NVS | NOVARTIS AG | $4,252 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $4,312 | 0.00% | 100 | 25 | 33.3% | $1,078 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $4,319 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD | $4,336 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $4,355 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $4,418 | 0.00% | 45 | 1 | 2.3% | $98 | 加仓 |
| SMLF | ISHARES TR | $4,457 | 0.00% | 50 | 50 | — | $4,457 | 新建仓 |
| BN | BROOKFIELD CORP | $4,472 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $4,530 | 0.00% | 30 | 30 | — | $4,530 | 新建仓 |
| FOXA | FOX CORP | $4,717 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $4,775 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $4,820 | 0.00% | 40 | 40 | — | $4,820 | 新建仓 |
| MAGS | LISTED FDS TR | $4,823 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB STRATEGIC TR | $4,872 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| — | RAFAEL HLDGS INC | $4,920 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,967 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $4,977 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $4,994 | 0.00% | 73 | 3 | 4.3% | $205 | 加仓 |
| NTNX | NUTANIX INC | $5,096 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $5,125 | 0.00% | 185 | 185 | — | $5,125 | 新建仓 |
| CVS | CVS HEALTH CORP | $5,173 | 0.00% | 50 | -650 | -92.9% | -$6.72万 | 重新持有 |
| EXPE | EXPEDIA GROUP INC | $5,180 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IAK | ISHARES TR | $5,201 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $5,203 | 0.00% | 1,100 | -1,500 | -57.7% | -$7,095 | 减仓 |
| RL | RALPH LAUREN CORP | $5,238 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $5,246 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $5,263 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $5,292 | 0.00% | 1,442 | -60 | -4.0% | -$220 | 减仓 |
| HUN | HUNTSMAN CORP | $5,310 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $5,324 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $5,362 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| — | TREACE MED CONCEPTS INC | $5,381 | 0.00% | 1,352 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $5,399 | 0.00% | 42 | 1 | 2.4% | $129 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $5,418 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $5,435 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $5,454 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $5,470 | 0.00% | 111 | 110 | 11,000.0% | $5,421 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $5,511 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SHYD | VANECK ETF TRUST | $5,519 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $5,584 | 0.00% | 68 | 29 | 74.4% | $2,381 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $5,598 | 0.00% | 20 | 20 | — | $5,598 | 新建仓 |
| FN | FABRINET | $5,621 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SMB | VANECK ETF TRUST | $5,778 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $5,785 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $5,795 | 0.00% | 250 | 250 | — | $5,795 | 新建仓 |
| DOCU | DOCUSIGN INC | $5,819 | 0.00% | 131 | 131 | — | $5,819 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $5,839 | 0.00% | 120 | 120 | — | $5,839 | 新建仓 |
| FAST | FASTENAL CO | $5,884 | 0.00% | 123 | 1 | 0.8% | $48 | 加仓 |
| GFI | GOLD FIELDS LTD | $5,933 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $5,949 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | MEREO BIOPHARMA GROUP PLC | $5,957 | 0.00% | 18,750 | 0 | 0.0% | — | 不变 |
| — | TALKSPACE INC | $5,959 | 0.00% | 1,146 | -11 | -1.0% | -$57 | 减仓 |
| USFR | WISDOMTREE TR | $5,992 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| LCID | LUCID GROUP INC | $6,021 | 0.00% | 900 | -4 | -0.4% | -$27 | 减仓 |
| VO | VANGUARD INDEX FDS | $6,043 | 0.00% | 75 | -93 | -55.4% | -$7,493 | 减仓 |
| IDA | IDACORP INC | $6,052 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SJNK | SPDR SERIES TRUST | $6,053 | 0.00% | 242 | 4 | 1.7% | $100 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $6,121 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL SVSC INC | $6,142 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| EUFN | ISHARES TR | $6,238 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $6,238 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EUAD | SPINNAKER ETF SERIES | $6,327 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| RUM | RUM GROUP INC | $6,340 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA GROUP INC | $6,374 | 0.00% | 177 | 5 | 2.9% | $180 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $6,423 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $6,472 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $6,522 | 0.00% | 69 | 5 | 7.8% | $473 | 加仓 |
| PUBM | PUBMATIC INC | $6,560 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $6,565 | 0.00% | 45 | -19 | -29.7% | -$2,772 | 减仓 |