13F 机构持仓

NFSG Corp

BOCA RATON FL · SEC CIK 0001879757

2026Q22026Q1 更早 9 个季度 🔒
$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
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 6.0%
SMH 3.8%
AMZN 3.3%
AAPL 3.3%
CRWD 3.3%
QQQ 2.6%
MRVL 2.4%
AVGO 2.3%
GOOG 2.3%
MSFT 2.0%

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
UAL UNITED AIRLS HLDGS INC $4.39万0.01%323 00.0% — 不变
LVS LAS VEGAS SANDS CORP $4.45万0.01%963 10.1% $46 加仓
SPCE VIRGIN GALACTIC HOLDINGS INC $4.46万0.01%15,425 9,475159.2% $2.74万 加仓
CI THE CIGNA GROUP $4.47万0.01%162 1510.2% $4,137 加仓
SYM SYMBOTIC INC $4.50万0.01%1,000 1,000— $4.50万 新建仓
ENTG ENTEGRIS INC $4.50万0.01%250 250— $4.50万 新建仓
MPT MEDICAL PROPERTIES TRUST INC $4.52万0.01%9,775 -500-4.9% -$2,310 减仓
— MILESTONE SCIENTIFIC INC $4.53万0.01%141,000 100,000243.9% $3.21万 加仓
PYPL PAYPAL HLDGS INC $4.54万0.01%1,052 -1,487-58.6% -$6.42万 减仓
QS QUANTUMSCAPE CORP $4.54万0.01%6,007 1,00020.0% $7,560 加仓
SFL SFL CORPORATION LTD $4.59万0.01%4,500 00.0% — 不变
SNAP SNAP INC $4.60万0.01%10,355 1,95523.3% $8,680 加仓
VXUS VANGUARD STAR FDS $4.60万0.01%538 20.4% $171 加仓
NEM NEWMONT CORP $4.62万0.01%495 00.0% — 不变
NTAP NETAPP INC $4.65万0.01%300 10.3% $155 加仓
FPE FIRST TR EXCH TRADED FD III $4.66万0.01%2,608 74740.1% $1.34万 加仓
WY WEYERHAEUSER CO $4.68万0.01%1,955 25214.8% $6,033 加仓
IREN IREN LIMITED $4.69万0.01%1,025 825412.5% $3.77万 加仓
— LIFEMD INC $4.71万0.01%11,400 6,800147.8% $2.81万 加仓
CBRE CBRE GROUP INC $4.71万0.01%350 350— $4.71万 新建仓
EZM WISDOMTREE TR $4.79万0.01%632 00.0% — 不变
AFL AFLAC INC $4.83万0.01%412 -49-10.6% -$5,742 减仓
— TIDAL TRUST III $4.83万0.01%2,619 2,619— $4.83万 新建仓
WSM WILLIAMS SONOMA INC $4.84万0.01%208 10.5% $233 加仓
SPIP SPDR SERIES TRUST $4.89万0.01%1,902 52738.3% $1.35万 加仓
SKM SK TELECOM CO LTD $4.90万0.01%1,525 1,525— $4.90万 新建仓
— GREENWICH LIFESCIENCES INC $4.93万0.01%2,100 00.0% — 不变
IGLB ISHARES TR $4.93万0.01%985 131.3% $651 加仓
ANIP ANI PHARMACEUTICALS INC $4.97万0.01%600 00.0% — 不变
NNI NELNET INC $5.00万0.01%375 00.0% — 不变
NJR NEW JERSEY RES CORP $5.03万0.01%898 00.0% — 不变
— BARCLAYS BANK PLC $5.05万0.01%1,000 00.0% — 不变
SSYS STRATASYS LTD $5.05万0.01%5,900 1502.6% $1,284 加仓
IVOV VANGUARD ADMIRAL FDS INC $5.06万0.01%444 00.0% — 不变
FXY INVESCO CURRENCYSHARES $5.08万0.01%900 00.0% — 不变
STT STATE STR CORP $5.09万0.01%300 00.0% — 不变
DK DELEK US HLDGS INC NEW $5.12万0.01%1,008 00.0% — 不变
BSM BLACK STONE MINERALS L P $5.17万0.01%3,698 -1,245-25.2% -$1.74万 减仓
SLG SL GREEN RLTY CORP $5.18万0.01%1,000 500100.0% $2.59万 加仓
FRO FRONTLINE PLC $5.22万0.01%1,500 00.0% — 不变
DLR DIGITAL RLTY TR INC $5.23万0.01%291 7635.3% $1.37万 加仓
AB ALLIANCEBERNSTEIN HLDG L P $5.30万0.01%1,505 60567.2% $2.13万 加仓
PPA INVESCO EXCHANGE TRADED FD T $5.31万0.01%300 -176-37.0% -$3.11万 减仓
JOBY JOBY AVIATION INC $5.32万0.01%5,960 2003.5% $1,784 加仓
IYF ISHARES TR $5.32万0.01%417 -79-15.9% -$1.01万 减仓
RCAT RED CAT HLDGS INC $5.33万0.01%5,000 2,00066.7% $2.13万 加仓
IP INTERNATIONAL PAPER CO $5.33万0.01%1,400 35033.3% $1.33万 加仓
NU NU HLDGS LTD $5.34万0.01%4,000 00.0% — 不变
EFA ISHARES TR $5.37万0.01%517 517— $5.37万 新建仓
DXC DXC TECHNOLOGY CO $5.40万0.01%6,100 -200-3.2% -$1,770 减仓
UEC URANIUM ENERGY CORP $5.44万0.01%5,100 -2,525-33.1% -$2.69万 减仓
WGO WINNEBAGO INDS INC $5.47万0.01%1,750 1,750— $5.47万 新建仓
DWAS INVESCO EXCH TRADED FD TR II $5.47万0.01%430 00.0% — 不变
VONV VANGUARD SCOTTSDALE FDS $5.50万0.01%517 6213.6% $6,594 加仓
SPYV SPDR SERIES TRUST $5.54万0.01%911 00.0% — 不变
LGLV SPDR SERIES TRUST $5.55万0.01%306 00.0% — 不变
USHY ISHARES TR $5.55万0.01%1,500 00.0% — 不变
CCEP COCA-COLA EUROPACIFIC PARTNE $5.58万0.01%558 -39-6.5% -$3,901 减仓
DVY ISHARES TR $5.61万0.01%359 4313.6% $6,715 加仓
HPQ HP INC $5.68万0.01%2,590 2,590— $5.68万 新建仓
PLAB PHOTRONICS INC $5.69万0.01%1,750 00.0% — 不变
DORM DORMAN PRODS INC $5.70万0.01%418 00.0% — 不变
MFC MANULIFE FINL CORP $5.71万0.01%1,410 00.0% — 不变
— NEOS ETF TRUST $5.73万0.01%1,182 1059.7% $5,087 加仓
DG DOLLAR GEN CORP $5.76万0.01%500 00.0% — 不变
FIW FIRST TR EXCHANGE-TRADED FD $5.76万0.01%526 -47-8.2% -$5,147 减仓
SNDA SONIDA SENIOR LIVING INC $5.77万0.01%1,415 -706-33.3% -$2.88万 减仓
LNC LINCOLN NATL CORP IND $5.78万0.01%1,634 1,634— $5.78万 新建仓
LGOV FIRST TR EXCHANGE-TRADED FD $5.78万0.01%2,701 57727.2% $1.23万 加仓
STM STMICROELECTRONICS N V $5.80万0.01%775 17529.2% $1.31万 加仓
TAN INVESCO EXCH TRADED FD TR II $5.92万0.01%1,000 00.0% — 不变
AAOI APPLIED OPTOELECTRONICS INC $5.93万0.01%400 -600-60.0% -$8.89万 减仓
— RENAISSANCE CAP GREENWICH FD $5.94万0.01%1,000 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $5.97万0.01%664 00.0% — 不变
VFC V F CORP $5.97万0.01%3,581 3,581— $5.97万 新建仓
RIO RIO TINTO PLC $5.98万0.01%630 40.6% $379 加仓
EBAY EBAY INC. $5.99万0.01%536 00.0% — 不变
TD TORONTO DOMINION BK ONT $6.01万0.01%495 265115.2% $3.22万 加仓
UMAC UNUSUAL MACHS INC $6.02万0.01%2,700 -300-10.0% -$6,690 减仓
PTLO PORTILLOS INC $6.07万0.01%12,800 3,00030.6% $1.42万 加仓
CL COLGATE PALMOLIVE CO $6.12万0.01%668 552475.9% $5.06万 加仓
QCLN FIRST TR EXCHANGE-TRADED FD $6.13万0.01%1,000 00.0% — 不变
STLD STEEL DYNAMICS INC $6.15万0.01%268 268— $6.15万 新建仓
FMC FMC CORP $6.15万0.01%5,350 1,90055.1% $2.19万 加仓
RDDT REDDIT INC $6.17万0.01%355 -75-17.4% -$1.30万 减仓
IEF ISHARES TR $6.18万0.01%653 6415,341.7% $6.06万 加仓
QLYS QUALYS INC $6.19万0.01%450 -75-14.3% -$1.03万 减仓
HOMB HOME BANCSHARES INC $6.37万0.01%2,232 180.8% $514 加仓
— ISHARES TR $6.37万0.01%750 00.0% — 不变
FTI TECHNIPFMC PLC $6.40万0.01%965 00.0% — 不变
SPHD INVESCO EXCH TRADED FD TR II $6.46万0.01%1,271 -98-7.2% -$4,981 减仓
DYNF BLACKROCK ETF TRUST $6.46万0.01%950 00.0% — 不变
BIIB BIOGEN INC $6.48万0.01%300 00.0% — 不变
NLR VANECK ETF TRUST $6.48万0.01%559 00.0% — 不变
SMA SMARTSTOP SELF STORAG REIT I $6.48万0.01%1,995 00.0% — 不变
PEG PUBLIC SVC ENTERPRISE GROUP $6.49万0.01%800 00.0% — 不变
STIP ISHARES TR $6.53万0.01%639 00.0% — 不变
FNDX SCHWAB STRATEGIC TR $6.53万0.01%2,100 00.0% — 不变
IAU ISHARES GOLD TR $6.54万0.01%866 -74-7.9% -$5,588 减仓
LEU CENTRUS ENERGY CORP $6.58万0.01%392 308.3% $5,036 加仓