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 |
|---|---|---|---|---|---|---|---|---|
| CPRT | COPART INC | $3,834 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $3,824 | 0.00% | 90 | 4 | 4.7% | $170 | 加仓 |
| PFF | ISHARES TR | $3,811 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | SS INNOVATIONS INTERNATIONAL | $3,801 | 0.00% | 916 | -400 | -30.4% | -$1,660 | 减仓 |
| SGML | SIGMA LITHIUM CORPORATION | $3,795 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $3,773 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $3,766 | 0.00% | 76 | 44 | 137.5% | $2,180 | 加仓 |
| CINF | CINCINNATI FINL CORP | $3,703 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $3,682 | 0.00% | 245 | -490 | -66.7% | -$7,364 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $3,651 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| LANV | LANVIN GROUP HOLDINGS LIMITE | $3,650 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $3,645 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $3,640 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $3,629 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD | $3,615 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $3,613 | 0.00% | 204 | 2 | 1.0% | $35 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $3,540 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | CARIBOU BIOSCIENCES INC | $3,520 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| ILF | ISHARES TR | $3,418 | 0.00% | 101 | 101 | — | $3,418 | 新建仓 |
| AUR | AURORA INNOVATION INC | $3,410 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PERI | PERION NETWORK LTD | $3,399 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $3,364 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $3,276 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL | $3,270 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $3,270 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $3,180 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $3,178 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | SUNRISE RLTY TR INC | $3,152 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| — | CUE BIOPHARMA INC | $3,124 | 0.00% | 99 | 99 | — | $3,124 | 新建仓 |
| UA | UNDER ARMOUR INC | $3,110 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $3,053 | 0.00% | 55 | -570 | -91.2% | -$3.16万 | 减仓 |
| WRBY | WARBY PARKER INC | $3,034 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $2,995 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| CSM | PROSHARES TR | $2,897 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $2,883 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $2,841 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $2,759 | 0.00% | 121 | 1 | 0.8% | $23 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $2,739 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $2,727 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ERII | ENERGY RECOVERY INC | $2,706 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $2,704 | 0.00% | 28 | 28 | — | $2,704 | 新建仓 |
| TDV | PROSHARES TR | $2,703 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NVDL | GRANITESHARES ETF TR | $2,683 | 0.00% | 90 | 90 | — | $2,683 | 新建仓 |
| BOTZ | GLOBAL X FDS | $2,618 | 0.00% | 69 | -100 | -59.2% | -$3,794 | 减仓 |
| — | BEAM GLOBAL | $2,600 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | FINGERMOTION INC | $2,591 | 0.00% | 6,850 | 0 | 0.0% | — | 不变 |
| — | WRAP TECHNOLOGIES INC | $2,580 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $2,561 | 0.00% | 60 | -50 | -45.5% | -$2,134 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $2,553 | 0.00% | 260 | -6,104 | -95.9% | -$5.99万 | 减仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $2,547 | 0.00% | 20 | 20 | — | $2,547 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $2,475 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $2,449 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $2,388 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PRG | PROG HOLDINGS INC | $2,331 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HTZ | HERTZ GLOBAL HLDGS INC | $2,265 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | SENSEONICS HLDGS INC | $2,244 | 0.00% | 395 | -525 | -57.1% | -$2,983 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $2,240 | 0.00% | 36 | 36 | — | $2,240 | 新建仓 |
| TSN | TYSON FOODS INC | $2,233 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $2,202 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2,111 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AQST | AQUESTIVE THERAPEUTICS INC | $2,080 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $2,074 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $2,068 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | ALLIANCE ENTERTAINMENT HOLDI | $2,044 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $2,035 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $2,029 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $2,019 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $2,005 | 0.00% | 52 | 52 | — | $2,005 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,984 | 0.00% | 24 | 10 | 71.4% | $827 | 加仓 |
| ETOR | ETORO GROUP LTD | $1,974 | 0.00% | 50 | -435 | -89.7% | -$1.72万 | 减仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $1,964 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IBND | SPDR SERIES TRUST | $1,933 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $1,920 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $1,915 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $1,900 | 0.00% | 8 | 8 | — | $1,900 | 新建仓 |
| MCHI | ISHARES TR | $1,888 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $1,886 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $1,880 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $1,848 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | LITE STRATEGY INC | $1,844 | 0.00% | 1,999 | 0 | 0.0% | — | 不变 |
| — | GT BIOPHARMA INC | $1,836 | 0.00% | 3,750 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $1,824 | 0.00% | 20 | 20 | — | $1,824 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $1,802 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| LAND | GLADSTONE LD CORP | $1,774 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $1,768 | 0.00% | 25 | -225 | -90.0% | -$1.59万 | 减仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $1,688 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $1,683 | 0.00% | 37 | 37 | — | $1,683 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $1,681 | 0.00% | 7 | -10 | -58.8% | -$2,401 | 减仓 |
| FDS | FACTSET RESH SYS INC | $1,666 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | NANOVIRICIDES INC | $1,656 | 0.00% | 1,200 | 1,200 | — | $1,656 | 新建仓 |
| EWY | ISHARES INC | $1,615 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,613 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| NGL | NGL ENERGY PARTNERS LP | $1,593 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PPLI | PEOPLE INC | $1,569 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $1,536 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $1,527 | 0.00% | 23 | -26,795 | -99.9% | -$177.90万 | 减仓 |
| RBLX | ROBLOX CORP | $1,523 | 0.00% | 28 | -77 | -73.3% | -$4,188 | 减仓 |
| EWT | ISHARES INC | $1,521 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | AMERICAN STRATEGIC INVEST CO | $1,504 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,502 | 0.00% | 19 | 19 | — | $1,502 | 新建仓 |