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 |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | $1.36万 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $1.36万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $1.35万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| REZI | RESIDEO TECHNOLOGIES INC | $1.35万 | 0.00% | 433 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1.34万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $1.32万 | 0.00% | 133 | -47 | -26.1% | -$4,672 | 减仓 |
| TGT | TARGET CORP | $1.32万 | 0.00% | 101 | 101 | — | $1.32万 | 新建仓 |
| URGN | UROGEN PHARMA LTD | $1.29万 | 0.00% | 350 | -650 | -65.0% | -$2.39万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1.29万 | 0.00% | 53 | 3 | 6.0% | $729 | 加仓 |
| EXC | EXELON CORP | $1.29万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $1.28万 | 0.00% | 1,200 | -400 | -25.0% | -$4,272 | 减仓 |
| ONEY | SPDR SERIES TRUST | $1.28万 | 0.00% | 100 | -150 | -60.0% | -$1.92万 | 减仓 |
| CTAS | CINTAS CORP | $1.28万 | 0.00% | 75 | -8 | -9.6% | -$1,362 | 减仓 |
| COWZ | PACER FDS TR | $1.26万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| DTIL | PRECISION BIOSCIENCES INC | $1.26万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $1.25万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $1.25万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD WORLD FD | $1.25万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $1.23万 | 0.00% | 393 | 10 | 2.6% | $314 | 加仓 |
| — | TIDAL TRUST II | $1.23万 | 0.00% | 1,850 | 1,850 | — | $1.23万 | 新建仓 |
| NWN | NORTHWEST NAT HLDG CO | $1.23万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC | $1.23万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $1.22万 | 0.00% | 231 | 231 | — | $1.22万 | 新建仓 |
| ZTS | ZOETIS INC | $1.21万 | 0.00% | 169 | 70 | 70.7% | $5,025 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $1.20万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $1.20万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| KXI | ISHARES TR | $1.19万 | 0.00% | 177 | 2 | 1.1% | $135 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $1.19万 | 0.00% | 500 | 500 | — | $1.19万 | 新建仓 |
| SYK | STRYKER CORPORATION | $1.18万 | 0.00% | 37 | -21 | -36.2% | -$6,688 | 减仓 |
| FISV | FISERV INC | $1.18万 | 0.00% | 240 | 60 | 33.3% | $2,943 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1.17万 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $1.17万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1.16万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SGMT | SAGIMET BIOSCIENCES INC | $1.16万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1.15万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| VIV | TELEFONICA BRASIL SA | $1.15万 | 0.00% | 874 | -68 | -7.2% | -$895 | 减仓 |
| CRH | CRH PLC | $1.14万 | 0.00% | 107 | 1 | 0.9% | $107 | 加仓 |
| TMC | TMC THE METALS COMPANY INC | $1.13万 | 0.00% | 2,550 | 2,550 | — | $1.13万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $1.12万 | 0.00% | 25 | 17 | 212.5% | $7,643 | 加仓 |
| SOLV | SOLVENTUM CORP | $1.10万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1.09万 | 0.00% | 133 | 1 | 0.8% | $82 | 加仓 |
| CGNX | COGNEX CORP | $1.09万 | 0.00% | 150 | 150 | — | $1.09万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $1.08万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FLNC | FLUENCE ENERGY INC | $1.07万 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $1.07万 | 0.00% | 100 | 100 | — | $1.07万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $1.06万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $1.05万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $1.04万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| POWW | OUTDOOR HOLDING CO | $1.03万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $1.01万 | 0.00% | 152 | 2 | 1.3% | $133 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $1.01万 | 0.00% | 180 | 1 | 0.6% | $56 | 加仓 |
| EXI | ISHARES TR | $1.00万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $1.00万 | 0.00% | 105 | 2 | 1.9% | $190 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $9,999 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $9,954 | 0.00% | 108 | -250 | -69.8% | -$2.30万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $9,787 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $9,446 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $9,434 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $9,335 | 0.00% | 32 | -2,427 | -98.7% | -$70.80万 | 减仓 |
| — | CERVOMED INC | $9,300 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $9,298 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $9,267 | 0.00% | 393 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $9,202 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $9,099 | 0.00% | 117 | -30 | -20.4% | -$2,333 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $9,088 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $9,029 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| INDI | INDIE SEMICONDUCTOR INC | $8,980 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $8,966 | 0.00% | 38 | -25 | -39.7% | -$5,899 | 减仓 |
| — | ORANGEKLOUD TECHNOLOGY INC | $8,914 | 0.00% | 8,739 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC | $8,750 | 0.00% | 1,250 | -400 | -24.2% | -$2,800 | 减仓 |
| EWJ | ISHARES INC | $8,719 | 0.00% | 93 | -24 | -20.5% | -$2,250 | 减仓 |
| RR | RICHTECH ROBOTICS INC | $8,693 | 0.00% | 4,120 | -1,580 | -27.7% | -$3,334 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $8,681 | 0.00% | 145 | -56 | -27.9% | -$3,353 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $8,662 | 0.00% | 118 | 86 | 268.8% | $6,313 | 加仓 |
| CAVA | CAVA GROUP INC | $8,633 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $8,620 | 0.00% | 494 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $8,485 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $8,432 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $8,370 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $8,340 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | VERITONE INC | $8,220 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| CAMT | CAMTEK LTD | $8,156 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| OBE | OBSIDIAN ENERGY LTD | $8,130 | 0.00% | 1,000 | 1,000 | — | $8,130 | 新建仓 |
| ALB | ALBEMARLE CORP | $8,102 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $8,040 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $8,014 | 0.00% | 66 | 50 | 312.5% | $6,071 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $7,916 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | BAKKT INC | $7,810 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $7,807 | 0.00% | 67 | 1 | 1.5% | $117 | 加仓 |
| UNM | UNUM GROUP | $7,688 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC | $7,631 | 0.00% | 395 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $7,612 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $7,558 | 0.00% | 618 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $7,517 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $7,479 | 0.00% | 96 | 96 | — | $7,479 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $7,431 | 0.00% | 126 | 26 | 26.0% | $1,533 | 加仓 |
| DHI | D R HORTON INC | $7,373 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $7,363 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $7,358 | 0.00% | 15 | -2,985 | -99.5% | -$146.42万 | 重新持有 |
| KWEB | KRANESHARES TRUST | $7,341 | 0.00% | 300 | 0 | 0.0% | — | 不变 |