NFSG Corp
BOCA RATON FL · SEC CIK 0001879757
$6.08亿2026Q1 申报市值
1,180持仓数
31.6%前十大占比 · 第一大 6.9%
95 / 120新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IGV 加仓+$668.03万
AMD 加仓+$236.10万
ORCL 加仓+$232.99万
KURV ETF TR 加仓+$224.65万
MO 加仓+$212.86万
2026Q1 卖出最多 按季末市值估算
ARM 减仓-$1,016.71万
NVDA 减仓-$521.58万
CRM 减仓-$397.08万
INTC 减仓-$311.43万
GLW 减仓-$301.55万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $4,192.04万 | 6.89% | 240,369 | -29,907 | -11.1% | -$521.58万 | 减仓 |
| AAPL | APPLE INC | $2,270.83万 | 3.73% | 89,477 | -4,531 | -4.8% | -$114.99万 | 减仓 |
| AMZN | AMAZON COM INC | $2,197.25万 | 3.61% | 105,500 | 7,784 | 8.0% | $162.12万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,834.56万 | 3.02% | 47,850 | -367 | -0.8% | -$14.07万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,597.92万 | 2.63% | 27,685 | 1,262 | 4.8% | $72.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,550.05万 | 2.55% | 41,874 | 5,535 | 15.2% | $204.89万 | 加仓 |
| GOOG | ALPHABET INC | $1,454.36万 | 2.39% | 50,699 | -10,040 | -16.5% | -$288.01万 | 减仓 |
| META | META PLATFORMS INC | $1,425.20万 | 2.34% | 24,910 | 1,257 | 5.3% | $71.92万 | 加仓 |
| AVGO | BROADCOM INC | $1,390.23万 | 2.29% | 44,917 | -5,022 | -10.1% | -$155.44万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,338.17万 | 2.20% | 34,276 | 4,930 | 16.8% | $192.47万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,308.65万 | 2.15% | 89,462 | 7,276 | 8.9% | $106.43万 | 加仓 |
| IVV | ISHARES TR | $1,181.43万 | 1.94% | 18,087 | 759 | 4.4% | $49.58万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,031.49万 | 1.70% | 77,614 | 1,517 | 2.0% | $20.16万 | 加仓 |
| IXN | ISHARES TR | $1,018.31万 | 1.67% | 101,862 | 2,709 | 2.7% | $27.08万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $973.99万 | 1.60% | 22,299 | 2,683 | 13.7% | $117.19万 | 加仓 |
| TSLA | TESLA INC | $922.46万 | 1.52% | 24,814 | -1,249 | -4.8% | -$46.43万 | 减仓 |
| ORCL | ORACLE CORP | $856.40万 | 1.41% | 58,215 | 15,838 | 37.4% | $232.99万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $796.80万 | 1.31% | 30,962 | 1,781 | 6.1% | $45.83万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $785.06万 | 1.29% | 25,974 | -1,010 | -3.7% | -$30.53万 | 减仓 |
| IGV | ISHARES TR | $669.79万 | 1.10% | 83,671 | 83,451 | 37,932.3% | $668.03万 | 加仓 |
| IOO | ISHARES TR | $657.56万 | 1.08% | 54,357 | -2,038 | -3.6% | -$24.65万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $655.22万 | 1.08% | 118,016 | -1,868 | -1.6% | -$10.37万 | 减仓 |
| SNOW | SNOWFLAKE INC | $629.20万 | 1.03% | 41,718 | 10,696 | 34.5% | $161.32万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $599.57万 | 0.99% | 60,533 | 6,347 | 11.7% | $62.87万 | 加仓 |
| WMT | WALMART INC | $595.55万 | 0.98% | 47,920 | -1,260 | -2.6% | -$15.66万 | 减仓 |
| NFLX | NETFLIX INC. | $595.28万 | 0.98% | 61,912 | -30,311 | -32.9% | -$291.44万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $584.66万 | 0.96% | 115,523 | 36,108 | 45.5% | $182.74万 | 加仓 |
| CRWV | COREWEAVE INC | $545.60万 | 0.90% | 70,427 | 27,216 | 63.0% | $210.84万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $538.83万 | 0.89% | 26,487 | 11,606 | 78.0% | $236.10万 | 加仓 |
| NET | CLOUDFLARE INC | $535.70万 | 0.88% | 25,962 | 1,598 | 6.6% | $32.97万 | 加仓 |
| QYLD | GLOBAL X FDS | $523.09万 | 0.86% | 305,009 | -2,433 | -0.8% | -$4.17万 | 减仓 |
| XYLD | GLOBAL X FDS | $517.30万 | 0.85% | 132,201 | -1,999 | -1.5% | -$7.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $492.38万 | 0.81% | 10,275 | 935 | 10.0% | $44.81万 | 加仓 |
| LLY | ELI LILLY & CO | $476.83万 | 0.78% | 5,184 | -893 | -14.7% | -$82.14万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $464.47万 | 0.76% | 64,572 | 12,697 | 24.5% | $91.33万 | 加仓 |
| GE | GE AEROSPACE | $425.56万 | 0.70% | 14,997 | 694 | 4.9% | $19.69万 | 加仓 |
| GOOGL | ALPHABET INC | $424.60万 | 0.70% | 14,766 | -1,371 | -8.5% | -$39.42万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $409.47万 | 0.67% | 16,893 | 3,771 | 28.7% | $91.41万 | 加仓 |
| SPYI | NEOS ETF TRUST | $393.46万 | 0.65% | 79,695 | 2,035 | 2.6% | $10.05万 | 加仓 |
| CSCO | CISCO SYS INC | $391.64万 | 0.64% | 50,476 | 1,884 | 3.9% | $14.62万 | 加仓 |
| MO | ALTRIA GROUP INC | $388.20万 | 0.64% | 58,828 | 32,257 | 121.4% | $212.86万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $385.58万 | 0.63% | 3,870 | 39 | 1.0% | $3.89万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $374.57万 | 0.62% | 66,086 | 67 | 0.1% | $3,798 | 加仓 |
| GEV | GE VERNOVA INC | $363.62万 | 0.60% | 4,166 | 2,277 | 120.5% | $198.74万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $347.01万 | 0.57% | 22,938 | -67,207 | -74.6% | -$1,016.71万 | 减仓 |
| SDIV | GLOBAL X FDS | $346.52万 | 0.57% | 137,181 | 1,509 | 1.1% | $3.81万 | 加仓 |
| NOW | SERVICENOW INC | $326.92万 | 0.54% | 31,269 | -13,386 | -30.0% | -$139.95万 | 减仓 |
| QQQI | NEOS ETF TRUST | $325.28万 | 0.53% | 65,462 | 3,754 | 6.1% | $18.65万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $323.39万 | 0.53% | 9,572 | 5,038 | 111.1% | $170.21万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $313.41万 | 0.52% | 4,819 | -161 | -3.2% | -$10.47万 | 减仓 |
| APG | API GROUP CORP | $300.57万 | 0.49% | 74,179 | 6,071 | 8.9% | $24.60万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $287.02万 | 0.47% | 27,662 | -10,789 | -28.1% | -$111.95万 | 减仓 |
| IWF | ISHARES TR | $286.71万 | 0.47% | 6,724 | -108 | -1.6% | -$4.61万 | 减仓 |
| KO | COCA COLA CO | $284.83万 | 0.47% | 37,453 | -214 | -0.6% | -$1.63万 | 减仓 |
| — | KURV ETF TR | $265.47万 | 0.44% | 109,878 | 92,985 | 550.4% | $224.65万 | 加仓 |
| — | EXXON MOBIL CORP | $264.80万 | 0.44% | 15,608 | -6,616 | -29.8% | -$112.25万 | 减仓 |
| HD | HOME DEPOT INC | $260.49万 | 0.43% | 7,920 | 165 | 2.1% | $5.43万 | 加仓 |
| MCD | MCDONALDS CORP | $259.70万 | 0.43% | 8,356 | 3,990 | 91.4% | $124.01万 | 加仓 |
| NI | NISOURCE INC | $257.79万 | 0.42% | 55,248 | -1,134 | -2.0% | -$5.29万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $249.55万 | 0.41% | 14,292 | 11,165 | 357.1% | $194.95万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $232.68万 | 0.38% | 110,013 | 13,066 | 13.5% | $27.63万 | 加仓 |
| — | STRATEGY SHS | $230.32万 | 0.38% | 105,459 | 1,709 | 1.6% | $3.73万 | 加仓 |
| PFFA | ETFIS SER TR I | $210.46万 | 0.35% | 103,367 | 1,083 | 1.1% | $2.20万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $207.99万 | 0.34% | 48,190 | -1,327 | -2.7% | -$5.73万 | 减仓 |
| RYLD | GLOBAL X FDS | $205.38万 | 0.34% | 137,381 | -1,315 | -0.9% | -$1.97万 | 减仓 |
| CVX | CHEVRON CORPORATION | $197.34万 | 0.32% | 9,538 | -404 | -4.1% | -$8.36万 | 减仓 |
| SNPS | SYNOPSYS INC | $194.35万 | 0.32% | 4,902 | 4,309 | 726.6% | $170.84万 | 加仓 |
| ABBV | ABBVIE INC | $189.98万 | 0.31% | 8,735 | 122 | 1.4% | $2.65万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $185.30万 | 0.30% | 48,229 | -2,119 | -4.2% | -$8.14万 | 减仓 |
| ET | ENERGY TRANSFER L P | $185.04万 | 0.30% | 95,876 | 7,429 | 8.4% | $14.34万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $184.58万 | 0.30% | 14,097 | 3,913 | 38.4% | $51.24万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $182.06万 | 0.30% | 3,478 | -70 | -2.0% | -$3.66万 | 减仓 |
| IDV | ISHARES TR | $181.60万 | 0.30% | 42,669 | -3,789 | -8.2% | -$16.13万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $179.76万 | 0.30% | 204,972 | 72,098 | 54.3% | $63.23万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $179.66万 | 0.30% | 6,434 | 5,541 | 620.5% | $154.72万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $178.90万 | 0.29% | 7,319 | 535 | 7.9% | $13.08万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $174.13万 | 0.29% | 6,435 | -1,650 | -20.4% | -$44.65万 | 减仓 |
| TJX | TJX COS INC NEW | $169.91万 | 0.28% | 10,640 | -206 | -1.9% | -$3.29万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $165.74万 | 0.27% | 11,474 | 144 | 1.3% | $2.08万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $152.91万 | 0.25% | 5,503 | 5,465 | 14,381.6% | $151.86万 | 加仓 |
| BA | BOEING CO | $152.73万 | 0.25% | 7,674 | 1,932 | 33.6% | $38.45万 | 加仓 |
| RTX | RTX CORPORATION | $150.17万 | 0.25% | 7,785 | 2,416 | 45.0% | $46.60万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $148.95万 | 0.24% | 11,375 | -138 | -1.2% | -$1.81万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $145.99万 | 0.24% | 29,081 | 1,672 | 6.1% | $8.39万 | 加仓 |
| BWA | BORGWARNER INC | $145.52万 | 0.24% | 26,818 | 16,434 | 158.3% | $89.17万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $140.60万 | 0.23% | 11,451 | 3,093 | 37.0% | $37.98万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $139.25万 | 0.23% | 8,686 | 236 | 2.8% | $3.78万 | 加仓 |
| MSTR | STRATEGY INC | $136.94万 | 0.23% | 10,973 | 1,975 | 21.9% | $24.65万 | 加仓 |
| GLD | SPDR GOLD TR | $129.35万 | 0.21% | 3,006 | 304 | 11.3% | $13.08万 | 加仓 |
| CB | CHUBB LTD SWITZ | $126.30万 | 0.21% | 3,875 | -321 | -7.7% | -$10.46万 | 减仓 |
| WM | WASTE MGMT INC DEL | $123.62万 | 0.20% | 5,380 | -51 | -0.9% | -$1.17万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $119.82万 | 0.20% | 3,545 | 2,624 | 284.9% | $88.69万 | 加仓 |
| SHOP | SHOPIFY INC | $118.06万 | 0.19% | 9,953 | 467 | 4.9% | $5.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $116.30万 | 0.19% | 3,953 | -4,930 | -55.5% | -$145.04万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $115.41万 | 0.19% | 23,321 | 4,118 | 21.4% | $20.38万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $113.75万 | 0.19% | 1,345 | -654 | -32.7% | -$55.31万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $112.45万 | 0.18% | 22,472 | 3,146 | 16.3% | $15.74万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $110.23万 | 0.18% | 7,909 | 7,652 | 2,977.4% | $106.65万 | 加仓 |
| T | AT&T INC | $109.59万 | 0.18% | 37,802 | -629 | -1.6% | -$1.82万 | 减仓 |
| OKLO | OKLO INC | $108.92万 | 0.18% | 21,964 | 8,309 | 60.8% | $41.20万 | 加仓 |