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
IGIB ISHARES TR $3.11万0.00%585 585— $3.11万 新建仓
SPHY SPDR SERIES TRUST $3.11万0.00%1,325 90.7% $211 加仓
IRM IRON MTN INC DEL $3.10万0.00%245 10.4% $127 加仓
LADR LADDER CAP CORP $3.09万0.00%3,109 571.9% $567 加仓
FPX FIRST TR EXCHANGE-TRADED FD $3.09万0.00%150 00.0% — 不变
IWR ISHARES TR $3.09万0.00%280 00.0% — 不变
TIP ISHARES TR $3.09万0.00%282 282— $3.09万 新建仓
BNDX VANGUARD CHARLOTTE FDS $3.08万0.00%636 132.1% $629 加仓
EME EMCOR GROUP INC $3.07万0.00%37 27270.0% $2.24万 重新持有
VYMI VANGUARD WHITEHALL FDS $3.07万0.00%312 41.3% $393 加仓
MDIV FIRST TR EXCHANGE TRADED FD $3.06万0.00%1,849 00.0% — 不变
— ETF OPPORTUNITIES TRUST $3.05万0.00%820 820— $3.05万 新建仓
AIT APPLIED INDL TECHNOLOGIES IN $3.04万0.00%90 00.0% — 不变
CCL CARNIVAL CORP LTD $3.04万0.00%1,064 1,064— $3.04万 新建仓
NIO NIO INC $3.04万0.00%6,000 5009.1% $2,530 加仓
MGV VANGUARD WORLD FD $3.03万0.00%186 4834.8% $7,828 加仓
UL UNILEVER PLC $2.98万0.00%496 00.0% — 不变
DPZ DOMINOS PIZZA INC $2.98万0.00%101 961,920.0% $2.83万 加仓
BTC GRAYSCALE BITCOIN MINI TR ET $2.97万0.00%1,146 -270-19.1% -$7,007 减仓
OHI OMEGA HEALTHCARE INVS INC $2.96万0.00%621 10.2% $48 加仓
VHT VANGUARD WORLD FD $2.96万0.00%99 00.0% — 不变
ACHC ACADIA HEALTHCARE COMPANY IN $2.95万0.00%1,000 00.0% — 不变
ESGV VANGUARD WORLD FD $2.95万0.00%223 00.0% — 不变
— CION INVT CORP $2.93万0.00%4,698 -10,396-68.9% -$6.48万 减仓
FIZZ NATIONAL BEVERAGE CORP $2.90万0.00%930 00.0% — 不变
ATOM ATOMERA INC $2.87万0.00%3,300 00.0% — 不变
PAVE GLOBAL X FDS $2.86万0.00%486 00.0% — 不变
GRMN GARMIN LTD $2.84万0.00%120 10.8% $237 加仓
VOX VANGUARD WORLD FD $2.83万0.00%154 10.7% $184 加仓
HMC HONDA MOTOR CO LTD $2.81万0.00%1,038 202.0% $542 加仓
— ISHARES ETHEREUM TR $2.81万0.00%2,364 1,194102.1% $1.42万 加仓
— MAGNACHIP SEMICONDUCTOR CORP $2.80万0.00%5,925 1,20025.4% $5,676 加仓
RSPD INVESCO EXCHANGE TRADED FD T $2.80万0.00%500 00.0% — 不变
AMTM AMENTUM HOLDINGS INC $2.79万0.00%1,350 00.0% — 不变
BNS BANK NOVA SCOTIA B C $2.78万0.00%320 12060.0% $1.04万 加仓
ACN ACCENTURE PLC IRELAND $2.75万0.00%221 00.0% — 不变
SCZ ISHARES TR $2.75万0.00%334 00.0% — 不变
IWB ISHARES TR $2.74万0.00%67 00.0% — 不变
OBDC BLUE OWL CAPITAL CORPORATION $2.73万0.00%2,511 451.8% $489 加仓
BMY BRISTOL-MYERS SQUIBB CO $2.71万0.00%470 00.0% — 不变
SWBI SMITH & WESSON BRANDS INC $2.71万0.00%1,800 1,800— $2.71万 新建仓
BIZD VANECK ETF TRUST $2.69万0.00%2,126 1,138115.2% $1.44万 加仓
PBR PETROLEO BRASILEIRO S A $2.63万0.00%1,625 -40-2.4% -$646 减仓
EXR EXTRA SPACE STORAGE INC $2.62万0.00%180 00.0% — 不变
FDT FIRST TR EXCH TRD ALPHDX FD $2.60万0.00%275 00.0% — 不变
IUSG ISHARES TR $2.58万0.00%137 00.0% — 不变
— EVOLUTION PETE CORP $2.57万0.00%6,975 00.0% — 不变
FNDC SCHWAB STRATEGIC TR $2.55万0.00%526 00.0% — 不变
EES WISDOMTREE TR $2.54万0.00%375 00.0% — 不变
PPG PPG INDS INC $2.53万0.00%208 00.0% — 不变
DMLP DORCHESTER MINERALS L P $2.52万0.00%1,000 00.0% — 不变
WELL WELLTOWER INC $2.52万0.00%111 -99-47.1% -$2.25万 减仓
CLIP GLOBAL X FDS $2.51万0.00%250 00.0% — 不变
CNOB CONNECTONE BANCORP INC $2.51万0.00%750 00.0% — 不变
ETHB ISHARES STAKED ETHEREUM TR E $2.50万0.00%1,234 1,234— $2.50万 新建仓
ROBO EXCHANGE TRADED CONCEPTS TRU $2.50万0.00%292 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $2.49万0.00%202 10.5% $123 加仓
TM TOYOTA MOTOR CORP $2.47万0.00%147 21.4% $336 加仓
PSX PHILLIPS 66 $2.47万0.00%146 00.0% — 不变
— ISHARES TR $2.43万0.00%662 662— $2.43万 新建仓
QDF FLEXSHARES TR $2.43万0.00%270 00.0% — 不变
CALM CAL MAINE FOODS INC $2.43万0.00%301 301— $2.43万 新建仓
SETM SPROTT FDS TR $2.41万0.00%775 -110-12.4% -$3,428 减仓
WTTR SELECT WATER SOLUTIONS INC $2.41万0.00%1,208 30033.0% $5,994 加仓
CLS CELESTICA INC $2.41万0.00%66 00.0% — 不变
MSIF MSC INCOME FUND INC $2.40万0.00%2,072 00.0% — 不变
GFF GRIFFON CORP $2.38万0.00%244 00.0% — 不变
CSWC CAPITAL SOUTHWEST CORP $2.38万0.00%1,000 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $2.37万0.00%700 00.0% — 不变
VDC VANGUARD WORLD FD $2.37万0.00%105 00.0% — 不变
SPYD SPDR SERIES TRUST $2.37万0.00%496 -41-7.6% -$1,957 减仓
FRPT FRESHPET INC $2.36万0.00%400 00.0% — 不变
DAL DELTA AIR LINES INC $2.36万0.00%252 00.0% — 不变
GTO INVESCO ACTIVELY MANAGED EXC $2.35万0.00%501 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $2.35万0.00%59 00.0% — 不变
CRSP CRISPR THERAPEUTICS AG $2.35万0.00%430 00.0% — 不变
VEEV VEEVA SYS INC $2.32万0.00%131 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $2.32万0.00%267 00.0% — 不变
IGLD FIRST TR EXCHANGE-TRADED FD $2.32万0.00%1,100 1,100— $2.32万 新建仓
OI O-I GLASS INC $2.31万0.00%2,400 00.0% — 不变
SNN SMITH & NEPHEW PLC $2.30万0.00%800 00.0% — 不变
IYG ISHARES TR $2.29万0.00%253 00.0% — 不变
FTS FORTIS INC $2.29万0.00%400 00.0% — 不变
MNDY MONDAY COM LTD $2.28万0.00%315 -3-0.9% -$217 减仓
NVMI NOVA LTD $2.28万0.00%42 00.0% — 不变
VNQ VANGUARD INDEX FDS $2.28万0.00%236 10782.9% $1.03万 加仓
GOVT ISHARES TR $2.28万0.00%1,000 00.0% — 不变
VOYA VOYA FINANCIAL INC $2.26万0.00%250 00.0% — 不变
PTLC PACER FDS TR $2.26万0.00%388 00.0% — 不变
TRV TRAVELERS COMPANIES INC $2.26万0.00%68 -59-46.5% -$1.96万 减仓
FHLC FIDELITY COVINGTON TRUST $2.22万0.00%287 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP $2.21万0.00%197 -245-55.4% -$2.75万 减仓
PGX INVESCO EXCH TRADED FD TR II $2.19万0.00%2,020 201.0% $217 加仓
FXD FIRST TR EXCHANGE-TRADED FD $2.18万0.00%315 00.0% — 不变
— GRAYSCALE ETHEREUM STAKING E $2.18万0.00%1,705 -862-33.6% -$1.10万 减仓
SCHO SCHWAB STRATEGIC TR $2.17万0.00%901 374.3% $893 加仓
WWD WOODWARD INC $2.17万0.00%51 00.0% — 不变
ROKU ROKU INC $2.14万0.00%155 -10-6.1% -$1,381 减仓
VIOO VANGUARD ADMIRAL FDS INC $2.12万0.00%154 00.0% — 不变
TOL TOLL BROTHERS INC $2.09万0.00%127 00.0% — 不变