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
VLTO VERALTO CORP $2.08万0.00%235 00.0% — 不变
A AGILENT TECHNOLOGIES INC $2.08万0.00%157 10.6% $133 加仓
CORO BLACKROCK ETF TRUST $2.08万0.00%568 568— $2.08万 新建仓
— RE/MAX HLDGS INC $2.07万0.00%2,100 1,250147.1% $1.23万 加仓
VT VANGUARD INTL EQUITY INDEX F $2.07万0.00%132 -43-24.6% -$6,730 减仓
VWO VANGUARD INTL EQUITY INDEX F $2.05万0.00%344 3411.0% $2,028 加仓
VEA VANGUARD TAX-MANAGED FDS $2.05万0.00%288 10.3% $71 加仓
EHC ENCOMPASS HEALTH CORP $2.02万0.00%200 00.0% — 不变
FV FIRST TR EXCHANGE TRADED FD $2.00万0.00%264 00.0% — 不变
NOK NOKIA CORP $2.00万0.00%1,507 00.0% — 不变
TMDX TRANSMEDICS GROUP INC $1.99万0.00%300 00.0% — 不变
BTBT BIT DIGITAL INC $1.98万0.00%11,000 00.0% — 不变
QTEC FIRST TR EXCHANGE-TRADED FD $1.97万0.00%59 00.0% — 不变
KNX KNIGHT-SWIFT TRANSN HLDGS IN $1.95万0.00%251 251— $1.95万 新建仓
— FIRST TR EXCHANGE-TRADED FD $1.95万0.00%200 00.0% — 不变
ACGL ARCH CAP GROUP LTD $1.95万0.00%201 -151-42.9% -$1.47万 减仓
GPC GENUINE PARTS CO $1.95万0.00%165 00.0% — 不变
— CATO CORP NEW $1.94万0.00%6,000 00.0% — 不变
CHD CHURCH & DWIGHT CO INC $1.94万0.00%200 00.0% — 不变
HRB BLOCK H & R INC $1.90万0.00%500 00.0% — 不变
CELH CELSIUS HLDGS INC $1.90万0.00%650 400160.0% $1.17万 加仓
FDX FEDEX CORP $1.88万0.00%60 50500.0% $1.57万 加仓
GSLC GOLDMAN SACHS ETF TR $1.87万0.00%132 00.0% — 不变
IXJ ISHARES TR $1.87万0.00%190 10.5% $98 加仓
LH LABCORP HOLDINGS INC $1.85万0.00%66 -25-27.5% -$7,000 减仓
PAG PENSKE AUTOMOTIVE GRP INC $1.85万0.00%103 00.0% — 不变
FTV FORTIVE CORP $1.83万0.00%300 00.0% — 不变
— AIM ETF PRODUCTS TRUST $1.83万0.00%480 00.0% — 不变
IUSV ISHARES TR $1.81万0.00%165 10.6% $110 加仓
DBEF DBX ETF TR $1.81万0.00%331 00.0% — 不变
FSTA FIDELITY COVINGTON TRUST $1.80万0.00%343 00.0% — 不变
FIVE FIVE BELOW INC $1.80万0.00%100 00.0% — 不变
SRPT SAREPTA THERAPEUTICS INC $1.80万0.00%1,000 00.0% — 不变
— FALCONS BEYOND GLOBAL INC $1.79万0.00%1,000 00.0% — 不变
LTC LTC PPTYS INC $1.79万0.00%466 00.0% — 不变
VOYG VOYAGER TECHNOLOGIES INC $1.77万0.00%550 00.0% — 不变
GILD GILEAD SCIENCES INC $1.77万0.00%140 -7,769-98.2% -$98.25万 减仓
— CHARGEPOINT HOLDINGS INC $1.77万0.00%2,990 2,97317,488.2% $1.76万 加仓
CCJ CAMECO CORP $1.73万0.00%170 -14-7.6% -$1,426 减仓
XMMO INVESCO EXCHANGE TRADED FD T $1.73万0.00%102 00.0% — 不变
HAL HALLIBURTON CO $1.72万0.00%508 30.6% $102 加仓
QQEW FIRST TR EXCHANGE-TRADED FD $1.72万0.00%108 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $1.71万0.00%76 00.0% — 不变
TTE TOTALENERGIES SE $1.70万0.00%218 00.0% — 不变
HCA HCA HEALTHCARE INC $1.68万0.00%43 00.0% — 不变
EIX EDISON INTL $1.67万0.00%224 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $1.67万0.00%141 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $1.66万0.00%377 00.0% — 不变
DTE DTE ENERGY CO $1.66万0.00%109 10.9% $152 加仓
PSEC PROSPECT CAP CORP $1.65万0.00%7,157 00.0% — 不变
— ADVANCED FLOWER CAP INC $1.64万0.00%5,300 00.0% — 不变
SYY SYSCO CORP $1.64万0.00%196 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $1.64万0.00%484 5412.6% $1,827 加仓
LIT GLOBAL X FDS $1.63万0.00%208 00.0% — 不变
— APTERA MOTORS CORP $1.62万0.00%6,600 6,600— $1.62万 新建仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $1.61万0.00%644 162.5% $401 加仓
BMNR BITMINE IMMERSION TECHS INC $1.60万0.00%1,200 50071.4% $6,655 加仓
LNT ALLIANT ENERGY CORP $1.59万0.00%208 10.5% $76 加仓
RIVN RIVIAN AUTOMOTIVE INC $1.58万0.00%910 -12-1.3% -$208 减仓
CHKP CHECK POINT SOFTWARE TECH LT $1.58万0.00%120 00.0% — 不变
RZLV REZOLVE AI PLC $1.57万0.00%5,000 -2,900-36.7% -$9,135 减仓
IYC ISHARES TR $1.57万0.00%155 00.0% — 不变
VDE VANGUARD WORLD FD $1.55万0.00%103 00.0% — 不变
— TIDAL TRUST II $1.55万0.00%1,480 -570-27.8% -$5,968 减仓
VGK VANGUARD INTL EQUITY INDEX F $1.55万0.00%175 10.6% $88 加仓
— CREATIVE MEDIA & CMNTY TR $1.55万0.00%4,755 4,755— $1.55万 新建仓
JAZZ JAZZ PHARMACEUTICALS PLC $1.54万0.00%64 00.0% — 不变
COPX GLOBAL X FDS $1.54万0.00%200 5033.3% $3,848 加仓
AR ANTERO RESOURCES CORP $1.54万0.00%438 00.0% — 不变
BBDC BARINGS BDC INC $1.53万0.00%1,801 -1,867-50.9% -$1.59万 减仓
VFH VANGUARD WORLD FD $1.52万0.00%115 00.0% — 不变
SGOV ISHARES TR $1.51万0.00%150 00.0% — 不变
HUM HUMANA INC $1.51万0.00%38 826.7% $3,178 加仓
USMV ISHARES TR $1.51万0.00%156 00.0% — 不变
GDRX GOODRX HLDGS INC $1.50万0.00%5,192 -14-0.3% -$40 减仓
— OFS CREDIT COMPANY INC $1.49万0.00%5,835 3,179119.7% $8,138 加仓
— GREYSTONE HOUSING IMPACT INV $1.49万0.00%2,575 2,575— $1.49万 新建仓
OTIS OTIS WORLDWIDE CORP $1.49万0.00%208 -15-6.7% -$1,076 减仓
IBRX IMMUNITYBIO INC $1.49万0.00%1,700 1,500750.0% $1.31万 加仓
CDC VICTORY PORTFOLIOS II $1.49万0.00%200 00.0% — 不变
ELF E L F BEAUTY INC $1.48万0.00%200 00.0% — 不变
LAR LITHIUM ARGENTINA AG $1.48万0.00%1,789 76073.9% $6,285 加仓
MTUM ISHARES TR $1.48万0.00%43 31258.3% $1.06万 加仓
XE X-ENERGY INC $1.47万0.00%800 800— $1.47万 新建仓
— SILA REALTY TRUST INC $1.47万0.00%483 00.0% — 不变
EMR EMERSON ELEC CO $1.43万0.00%100 00.0% — 不变
TEAM ATLASSIAN CORPORATION $1.42万0.00%183 -411-69.2% -$3.20万 减仓
SPGI S&P GLOBAL INC $1.42万0.00%35 00.0% — 不变
M MACYS INC $1.41万0.00%600 00.0% — 不变
SSB SOUTHSTATE BK CORP $1.40万0.00%141 00.0% — 不变
IVZ INVESCO LTD $1.40万0.00%532 532— $1.40万 新建仓
MRNA MODERNA INC $1.40万0.00%200 -2,000-90.9% -$14.01万 减仓
ORLY OREILLY AUTOMOTIVE INC $1.38万0.00%150 00.0% — 不变
ALL ALLSTATE CORP $1.38万0.00%58 00.0% — 不变
XRX XEROX HOLDINGS CORP $1.38万0.00%4,404 -439-9.1% -$1,374 减仓
E ENI SPA $1.38万0.00%294 -94-24.2% -$4,405 减仓
SPOT SPOTIFY TECHNOLOGY S A $1.38万0.00%30 00.0% — 不变
PLUG PLUG PWR INC $1.38万0.00%5,081 -542-9.6% -$1,469 减仓
KTB KONTOOR BRANDS INC $1.37万0.00%164 10.6% $83 加仓
SOLS SOLSTICE ADVANCED MATLS INC $1.36万0.00%154 2519.4% $2,215 加仓