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 |
|---|---|---|---|---|---|---|---|---|
| — | LIFEMD INC | $4.71万 | 0.01% | 11,400 | 6,800 | 147.8% | $2.81万 | 加仓 |
| IREN | IREN LIMITED | $4.69万 | 0.01% | 1,025 | 825 | 412.5% | $3.77万 | 加仓 |
| WY | WEYERHAEUSER CO | $4.68万 | 0.01% | 1,955 | 252 | 14.8% | $6,033 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $4.66万 | 0.01% | 2,608 | 747 | 40.1% | $1.34万 | 加仓 |
| NTAP | NETAPP INC | $4.65万 | 0.01% | 300 | 1 | 0.3% | $155 | 加仓 |
| NEM | NEWMONT CORP | $4.62万 | 0.01% | 495 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $4.60万 | 0.01% | 538 | 2 | 0.4% | $171 | 加仓 |
| SNAP | SNAP INC | $4.60万 | 0.01% | 10,355 | 1,955 | 23.3% | $8,680 | 加仓 |
| SFL | SFL CORPORATION LTD | $4.59万 | 0.01% | 4,500 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $4.54万 | 0.01% | 6,007 | 1,000 | 20.0% | $7,560 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $4.54万 | 0.01% | 1,052 | -1,487 | -58.6% | -$6.42万 | 减仓 |
| — | MILESTONE SCIENTIFIC INC | $4.53万 | 0.01% | 141,000 | 100,000 | 243.9% | $3.21万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $4.52万 | 0.01% | 9,775 | -500 | -4.9% | -$2,310 | 减仓 |
| ENTG | ENTEGRIS INC | $4.50万 | 0.01% | 250 | 250 | — | $4.50万 | 新建仓 |
| SYM | SYMBOTIC INC | $4.50万 | 0.01% | 1,000 | 1,000 | — | $4.50万 | 新建仓 |
| CI | THE CIGNA GROUP | $4.47万 | 0.01% | 162 | 15 | 10.2% | $4,137 | 加仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $4.46万 | 0.01% | 15,425 | 9,475 | 159.2% | $2.74万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $4.45万 | 0.01% | 963 | 1 | 0.1% | $46 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $4.39万 | 0.01% | 323 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $4.39万 | 0.01% | 326 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $4.35万 | 0.01% | 421 | 0 | 0.0% | — | 不变 |
| — | ROUNDHILL ETF TRUST | $4.33万 | 0.01% | 1,390 | -465 | -25.1% | -$1.45万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $4.31万 | 0.01% | 1,182 | 3 | 0.3% | $110 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $4.29万 | 0.01% | 1,000 | 1,000 | — | $4.29万 | 新建仓 |
| USO | UNITED STS OIL FD LP | $4.29万 | 0.01% | 403 | 403 | — | $4.29万 | 新建仓 |
| EMB | ISHARES TR | $4.24万 | 0.01% | 439 | 6 | 1.4% | $579 | 加仓 |
| PALI | PALISADE BIO INC | $4.23万 | 0.01% | 20,250 | 3,250 | 19.1% | $6,793 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $4.22万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $4.15万 | 0.01% | 786 | 786 | — | $4.15万 | 新建仓 |
| CLOZ | SERIES PORTFOLIOS TR | $4.11万 | 0.01% | 1,554 | -125 | -7.4% | -$3,303 | 减仓 |
| MKL | MARKEL GROUP INC | $4.10万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $4.09万 | 0.01% | 965 | 17 | 1.8% | $721 | 加仓 |
| SERV | SERVE ROBOTICS INC | $4.08万 | 0.01% | 6,200 | -5,370 | -46.4% | -$3.53万 | 减仓 |
| TFC | TRUIST FINL CORP | $4.06万 | 0.01% | 815 | -3,311 | -80.2% | -$16.50万 | 重新持有 |
| HDV | ISHARES TR | $4.03万 | 0.00% | 1,469 | 254 | 20.9% | $6,964 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $4.01万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $4.00万 | 0.00% | 571 | 450 | 371.9% | $3.15万 | 加仓 |
| DIV | GLOBAL X FDS | $4.00万 | 0.00% | 2,100 | 300 | 16.7% | $5,715 | 加仓 |
| GIII | G III APPAREL GROUP LTD | $3.99万 | 0.00% | 1,185 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC | $3.98万 | 0.00% | 500 | -182 | -26.7% | -$1.45万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $3.97万 | 0.00% | 1,489 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $3.95万 | 0.00% | 509 | 1 | 0.2% | $78 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $3.93万 | 0.00% | 830 | -103 | -11.0% | -$4,877 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $3.93万 | 0.00% | 63 | -3 | -4.5% | -$1,871 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3.93万 | 0.00% | 140 | 35 | 33.3% | $9,819 | 加仓 |
| NUGT | DIREXION SHARES ETF TRUST | $3.92万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $3.90万 | 0.00% | 768 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $3.89万 | 0.00% | 225 | 221 | 5,525.0% | $3.82万 | 重新持有 |
| SRRK | SCHOLAR ROCK HLDG CORP | $3.85万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| BLSH | BULLISH | $3.84万 | 0.00% | 1,640 | -2,035 | -55.4% | -$4.77万 | 减仓 |
| USFD | US FOODS HLDG CORP | $3.84万 | 0.00% | 376 | -3,861 | -91.1% | -$39.43万 | 减仓 |
| SE | SEA LTD | $3.83万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INC | $3.83万 | 0.00% | 553 | 3 | 0.5% | $208 | 加仓 |
| INDA | ISHARES TR | $3.83万 | 0.00% | 775 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $3.79万 | 0.00% | 771 | 11 | 1.4% | $540 | 加仓 |
| RKT | ROCKET COS INC | $3.78万 | 0.00% | 2,400 | 2,200 | 1,100.0% | $3.46万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $3.74万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $3.73万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $3.73万 | 0.00% | 3,000 | 3,000 | — | $3.73万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $3.66万 | 0.00% | 387 | 16 | 4.3% | $1,513 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $3.64万 | 0.00% | 1,345 | 201 | 17.6% | $5,437 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $3.62万 | 0.00% | 438 | -756 | -63.3% | -$6.25万 | 减仓 |
| SCI | SERVICE CORP INTL | $3.61万 | 0.00% | 475 | 2 | 0.4% | $152 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $3.60万 | 0.00% | 337 | -4 | -1.2% | -$428 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $3.60万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $3.58万 | 0.00% | 56 | -1,048 | -94.9% | -$66.94万 | 重新持有 |
| CGON | CG ONCOLOGY INC | $3.55万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $3.55万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $3.50万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $3.49万 | 0.00% | 2,400 | 0 | 0.0% | — | 不变 |
| JJSF | J & J SNACK FOODS CORP | $3.49万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| IBHG | ISHARES TR | $3.49万 | 0.00% | 1,580 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $3.49万 | 0.00% | 1,712 | 26 | 1.5% | $530 | 加仓 |
| COKE | COCA COLA CONS INC | $3.44万 | 0.00% | 180 | -50 | -21.7% | -$9,546 | 减仓 |
| PHM | PULTE GROUP INC | $3.43万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| ABCB | AMERIS BANCORP | $3.43万 | 0.00% | 380 | 105 | 38.2% | $9,477 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $3.42万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $3.41万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $3.38万 | 0.00% | 433 | 370 | 587.3% | $2.89万 | 加仓 |
| PMT | PENNYMAC MTG INVT TR | $3.38万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $3.37万 | 0.00% | 2,980 | 150 | 5.3% | $1,697 | 加仓 |
| — | SPDR SERIES TRUST | $3.37万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $3.37万 | 0.00% | 630 | -1,651 | -72.4% | -$8.83万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $3.34万 | 0.00% | 376 | -1,129 | -75.0% | -$10.03万 | 减仓 |
| TEM | TEMPUS AI INC | $3.33万 | 0.00% | 575 | -10,540 | -94.8% | -$61.06万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $3.32万 | 0.00% | 1,316 | -650 | -33.1% | -$1.64万 | 减仓 |
| IEMG | ISHARES INC | $3.32万 | 0.00% | 401 | 333 | 489.7% | $2.76万 | 加仓 |
| ONDS | ONDAS INC | $3.30万 | 0.00% | 4,000 | 1,000 | 33.3% | $8,240 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $3.26万 | 0.00% | 438 | 153 | 53.7% | $1.14万 | 加仓 |
| IMTB | ISHARES TR | $3.24万 | 0.00% | 744 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $3.24万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $3.21万 | 0.00% | 520 | 500 | 2,500.0% | $3.09万 | 加仓 |
| MXL | MAXLINEAR INC | $3.20万 | 0.00% | 250 | 250 | — | $3.20万 | 新建仓 |
| DNUT | KRISPY KREME INC | $3.19万 | 0.00% | 9,042 | 9,042 | — | $3.19万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $3.19万 | 0.00% | 229 | 151 | 193.6% | $2.10万 | 加仓 |
| ADBE | ADOBE INC | $3.18万 | 0.00% | 155 | 56 | 56.6% | $1.15万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $3.16万 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| IAI | ISHARES TR | $3.16万 | 0.00% | 180 | 80 | 80.0% | $1.40万 | 加仓 |
| JNK | SPDR SERIES TRUST | $3.14万 | 0.00% | 326 | 5 | 1.6% | $482 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $3.14万 | 0.00% | 265 | 265 | — | $3.14万 | 新建仓 |