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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $4,883.35万 | 6.04% | 244,058 | 3,689 | 1.5% | $73.81万 | 加仓 |
| SMH | VANECK ETF TRUST | $3,048.39万 | 3.77% | 46,477 | -1,373 | -2.9% | -$90.05万 | 减仓 |
| AMZN | AMAZON COM INC | $2,666.78万 | 3.30% | 111,890 | 6,390 | 6.1% | $152.30万 | 加仓 |
| AAPL | APPLE INC | $2,666.10万 | 3.30% | 92,138 | 2,661 | 3.0% | $77.00万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,661.83万 | 3.29% | 34,880 | 604 | 1.8% | $46.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,073.35万 | 2.57% | 28,155 | 470 | 1.7% | $34.61万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,936.13万 | 2.40% | 64,995 | 4,462 | 7.4% | $132.92万 | 加仓 |
| AVGO | BROADCOM INC | $1,846.02万 | 2.28% | 48,869 | 3,952 | 8.8% | $149.29万 | 加仓 |
| GOOG | ALPHABET INC | $1,837.46万 | 2.27% | 52,004 | 1,305 | 2.6% | $46.11万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,644.86万 | 2.04% | 44,096 | 2,222 | 5.3% | $82.88万 | 加仓 |
| META | META PLATFORMS INC | $1,626.57万 | 2.01% | 28,876 | 3,966 | 15.9% | $223.40万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,565.11万 | 1.94% | 13,559 | 3,987 | 41.7% | $460.22万 | 加仓 |
| IXN | ISHARES TR | $1,497.25万 | 1.85% | 103,630 | 1,768 | 1.7% | $25.54万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,477.14万 | 1.83% | 77,532 | -82 | -0.1% | -$1.56万 | 减仓 |
| IVV | ISHARES TR | $1,410.22万 | 1.74% | 18,831 | 744 | 4.1% | $55.72万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,190.85万 | 1.47% | 138,246 | 4,452 | 3.3% | $38.35万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,152.84万 | 1.43% | 19,845 | -6,642 | -25.1% | -$385.85万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,112.68万 | 1.38% | 43,720 | 2,002 | 4.8% | $50.95万 | 加仓 |
| TSLA | TESLA INC | $1,108.45万 | 1.37% | 26,354 | 1,540 | 6.2% | $64.77万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,026.02万 | 1.27% | 87,942 | -1,520 | -1.7% | -$17.73万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $986.89万 | 1.22% | 32,220 | 1,258 | 4.1% | $38.53万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $934.93万 | 1.16% | 184,879 | 69,356 | 60.0% | $350.73万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $897.69万 | 1.11% | 24,547 | -1,427 | -5.5% | -$52.19万 | 减仓 |
| ORCL | ORACLE CORP | $865.07万 | 1.07% | 59,029 | 814 | 1.4% | $11.93万 | 加仓 |
| IGV | ISHARES TR | $727.56万 | 0.90% | 80,305 | -3,366 | -4.0% | -$30.50万 | 减仓 |
| IOO | ISHARES TR | $722.89万 | 0.89% | 52,921 | -1,436 | -2.6% | -$19.62万 | 减仓 |
| GEV | GE VERNOVA INC | $715.37万 | 0.89% | 6,089 | 1,923 | 46.2% | $225.93万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $709.81万 | 0.88% | 115,491 | -2,525 | -2.1% | -$15.52万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $681.26万 | 0.84% | 19,214 | -3,724 | -16.2% | -$132.04万 | 减仓 |
| CRWV | COREWEAVE INC | $677.35万 | 0.84% | 68,048 | -2,379 | -3.4% | -$23.68万 | 减仓 |
| LLY | ELI LILLY & CO | $604.28万 | 0.75% | 5,038 | -146 | -2.8% | -$17.51万 | 减仓 |
| CSCO | CISCO SYS INC | $596.11万 | 0.74% | 50,750 | 274 | 0.5% | $3.22万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $575.73万 | 0.71% | 11,506 | 1,231 | 12.0% | $61.60万 | 加仓 |
| QYLD | GLOBAL X FDS | $559.39万 | 0.69% | 303,521 | -1,488 | -0.5% | -$2.74万 | 减仓 |
| NFLX | NETFLIX INC. | $554.47万 | 0.69% | 77,657 | 15,745 | 25.4% | $112.42万 | 加仓 |
| GOOGL | ALPHABET INC | $554.31万 | 0.69% | 15,511 | 745 | 5.0% | $26.62万 | 加仓 |
| NOW | SERVICENOW INC | $554.05万 | 0.69% | 55,807 | 24,538 | 78.5% | $243.61万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $549.81万 | 0.68% | 76,193 | 11,621 | 18.0% | $83.86万 | 加仓 |
| GE | GE AEROSPACE | $549.36万 | 0.68% | 14,699 | -298 | -2.0% | -$11.14万 | 减仓 |
| NET | CLOUDFLARE INC | $547.42万 | 0.68% | 22,318 | -3,644 | -14.0% | -$89.38万 | 减仓 |
| WMT | WALMART INC | $544.39万 | 0.67% | 48,065 | 145 | 0.3% | $1.64万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $541.58万 | 0.67% | 73,335 | 73,335 | — | $541.58万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $537.85万 | 0.67% | 19,126 | 2,233 | 13.2% | $62.80万 | 加仓 |
| XYLD | GLOBAL X FDS | $531.80万 | 0.66% | 130,376 | -1,825 | -1.4% | -$7.44万 | 减仓 |
| MO | ALTRIA GROUP INC | $500.56万 | 0.62% | 69,570 | 10,742 | 18.3% | $77.29万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $495.34万 | 0.61% | 17,936 | -9,726 | -35.2% | -$268.60万 | 减仓 |
| SPYI | NEOS ETF TRUST | $435.74万 | 0.54% | 82,075 | 2,380 | 3.0% | $12.64万 | 加仓 |
| QQQI | NEOS ETF TRUST | $389.34万 | 0.48% | 68,557 | 3,095 | 4.7% | $17.58万 | 加仓 |
| — | KURV ETF TR | $373.37万 | 0.46% | 122,939 | 13,061 | 11.9% | $39.67万 | 加仓 |
| HD | HOME DEPOT INC | $371.69万 | 0.46% | 10,539 | 2,619 | 33.1% | $92.37万 | 加仓 |
| INTC | INTEL CORP | $371.26万 | 0.46% | 26,589 | 23,057 | 652.8% | $321.94万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $370.80万 | 0.46% | 65,652 | -434 | -0.7% | -$2.45万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $364.72万 | 0.45% | 4,884 | 65 | 1.3% | $4.85万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $348.46万 | 0.43% | 3,725 | -145 | -3.7% | -$13.56万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $348.22万 | 0.43% | 23,820 | 9,528 | 66.7% | $139.29万 | 加仓 |
| SNDK | SANDISK CORP | $347.43万 | 0.43% | 1,528 | 1,496 | 4,675.0% | $340.15万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $335.16万 | 0.41% | 7,768 | 6,870 | 765.0% | $296.41万 | 加仓 |
| IWF | ISHARES TR | $334.45万 | 0.41% | 26,935 | 39 | 0.1% | $4,843 | 加仓 |
| SDIV | GLOBAL X FDS | $330.15万 | 0.41% | 135,085 | -2,096 | -1.5% | -$5.12万 | 减仓 |
| MCD | MCDONALDS CORP | $321.63万 | 0.40% | 11,899 | 3,543 | 42.4% | $95.77万 | 加仓 |
| KO | COCA COLA CO | $308.01万 | 0.38% | 37,899 | 446 | 1.2% | $3.62万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $306.37万 | 0.38% | 8,984 | 298 | 3.4% | $10.16万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $294.62万 | 0.36% | 11,862 | 5,428 | 84.4% | $134.82万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $294.11万 | 0.36% | 33,510 | 24,093 | 255.8% | $211.46万 | 加仓 |
| ALAB | ASTERA LABS INC | $280.39万 | 0.35% | 5,805 | -1,802 | -23.7% | -$87.04万 | 减仓 |
| NI | NISOURCE INC | $275.85万 | 0.34% | 58,013 | 2,765 | 5.0% | $13.15万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $266.24万 | 0.33% | 119,071 | 9,058 | 8.2% | $20.25万 | 加仓 |
| SHOP | SHOPIFY INC | $262.03万 | 0.32% | 22,949 | 12,996 | 130.6% | $148.39万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $259.20万 | 0.32% | 7,919 | 3,966 | 100.3% | $129.81万 | 加仓 |
| BE | BLOOM ENERGY CORP | $251.39万 | 0.31% | 8,305 | 5,586 | 205.4% | $169.09万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $249.66万 | 0.31% | 6,007 | -428 | -6.7% | -$17.79万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $244.13万 | 0.30% | 14,371 | 2,920 | 25.5% | $49.60万 | 加仓 |
| — | STRATEGY SHS | $243.08万 | 0.30% | 106,418 | 959 | 0.9% | $2.19万 | 加仓 |
| ABBV | ABBVIE INC | $228.14万 | 0.28% | 9,066 | 331 | 3.8% | $8.33万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $225.15万 | 0.28% | 4,714 | 1,169 | 33.0% | $55.83万 | 加仓 |
| RYLD | GLOBAL X FDS | $217.28万 | 0.27% | 135,883 | -1,498 | -1.1% | -$2.40万 | 减仓 |
| — | EXXON MOBIL CORP | $217.07万 | 0.27% | 15,877 | 269 | 1.7% | $3.68万 | 加仓 |
| PFFA | ETFIS SER TR I | $214.23万 | 0.27% | 104,145 | 778 | 0.8% | $1.60万 | 加仓 |
| SNPS | SYNOPSYS INC | $210.87万 | 0.26% | 4,727 | -175 | -3.6% | -$7.81万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $208.24万 | 0.26% | 47,283 | -907 | -1.9% | -$3.99万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $203.29万 | 0.25% | 5,416 | -87 | -1.6% | -$3.27万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $200.39万 | 0.25% | 22,465 | 22,465 | — | $200.39万 | 新建仓 |
| VST | VISTRA CORP | $199.66万 | 0.25% | 12,586 | 8,133 | 182.6% | $129.02万 | 加仓 |
| ET | ENERGY TRANSFER L P | $199.25万 | 0.25% | 104,211 | 8,335 | 8.7% | $15.94万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $196.99万 | 0.24% | 7,757 | 438 | 6.0% | $11.12万 | 加仓 |
| GLW | CORNING INC | $191.37万 | 0.24% | 7,492 | 6,199 | 479.4% | $158.34万 | 加仓 |
| VTRS | VIATRIS INC | $189.31万 | 0.23% | 119,213 | 118,081 | 10,431.2% | $187.51万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $186.90万 | 0.23% | 18,137 | 18,137 | — | $186.90万 | 新建仓 |
| BA | BOEING CO | $176.28万 | 0.22% | 8,144 | 470 | 6.1% | $10.17万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $170.09万 | 0.21% | 11,599 | 125 | 1.1% | $1.83万 | 加仓 |
| ETN | EATON CORP PLC | $168.75万 | 0.21% | 3,960 | 2,770 | 232.8% | $118.04万 | 加仓 |
| IDV | ISHARES TR | $168.35万 | 0.21% | 40,636 | -2,033 | -4.8% | -$8.42万 | 减仓 |
| MRK | MERCK & CO INC | $167.75万 | 0.21% | 13,054 | 10,143 | 348.4% | $130.34万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $166.54万 | 0.21% | 9,747 | 9,747 | — | $166.54万 | 新建仓 |
| ASML | ASML HLDG NV | $166.04万 | 0.21% | 835 | 669 | 403.0% | $133.03万 | 加仓 |
| APG | API GROUP CORP | $165.85万 | 0.21% | 39,163 | -35,016 | -47.2% | -$148.29万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $164.36万 | 0.20% | 3,061 | -417 | -12.0% | -$22.39万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $163.35万 | 0.20% | 88,153 | 35,532 | 67.5% | $65.84万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $163.10万 | 0.20% | 11,163 | -212 | -1.9% | -$3.10万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $153.15万 | 0.19% | 25,821 | 2,500 | 10.7% | $14.83万 | 加仓 |