AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
HINGHAM MA · SEC CIK 0001907820
$22.03亿2026Q1 申报市值
92持仓数
96.0%前十大占比 · 第一大 53.5%
9 / 7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
TLT 加仓+$292.88万
RDVY 加仓+$104.75万
XLP 加仓+$85.79万
POWL 加仓+$72.45万
PULS 加仓+$64.79万
2026Q1 卖出最多 按季末市值估算
VWOB 清仓-$158.35万
SH 减仓-$142.30万
CWB 清仓-$137.83万
PROSHARES TR 减仓-$98.21万
QQQ 减仓-$78.56万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VWOB | VANGUARD WHITEHALL FDS | $0 | 0.00% | 0 | -23,477 | -100.0% | -$158.35万 | 清仓 |
| CWB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -15,222 | -100.0% | -$137.83万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,650 | -100.0% | -$27.70万 | 清仓 |
| IREN | IREN LIMITED | $0 | 0.00% | 0 | -5,000 | -100.0% | -$21.35万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -318 | -100.0% | -$20.68万 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -55,307 | -100.0% | -$15.21万 | 清仓 |
| TIGR | UP FINTECH HLDG LTD | $0 | 0.00% | 0 | -10,000 | -100.0% | -$10.44万 | 清仓 |
| — | ENVOY MEDICAL INC | $8,460 | 0.00% | 12,000 | 12,000 | — | $8,460 | 新建仓 |
| IQ | IQIYI INC | $1.48万 | 0.00% | 11,144 | 11,144 | — | $1.48万 | 新建仓 |
| DNN | DENISON MINES CORP | $5.42万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $5.45万 | 0.00% | 10,250 | -2,750 | -21.2% | -$1.46万 | 减仓 |
| GAU | GALIANO GOLD INC | $6.68万 | 0.00% | 26,500 | 26,500 | — | $6.68万 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $11.08万 | 0.01% | 10,971 | -2,613 | -19.2% | -$2.64万 | 减仓 |
| FSM | FORTUNA MNG CORP | $15.40万 | 0.01% | 15,000 | 15,000 | — | $15.40万 | 新建仓 |
| — | TILLYS INC | $17.60万 | 0.01% | 40,000 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $21.03万 | 0.01% | 487 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $21.14万 | 0.01% | 4,301 | -364 | -7.8% | -$1.79万 | 重新持有 |
| EDV | VANGUARD WORLD FD | $22.00万 | 0.01% | 3,400 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $22.41万 | 0.01% | 2,614 | -28 | -1.1% | -$2,400 | 减仓 |
| CVX | CHEVRON CORPORATION | $22.75万 | 0.01% | 1,144 | 1,144 | — | $22.75万 | 新建仓 |
| TER | TERADYNE INC | $24.00万 | 0.01% | 761 | 761 | — | $24.00万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $24.34万 | 0.01% | 1,010 | 1,010 | — | $24.34万 | 新建仓 |
| T | AT&T INC | $25.15万 | 0.01% | 8,881 | 32 | 0.4% | $906 | 加仓 |
| NBBK | NB BANCORP INC | $25.53万 | 0.01% | 11,693 | 723 | 6.6% | $1.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.84万 | 0.01% | 584 | -35 | -5.7% | -$1.67万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $29.31万 | 0.01% | 992 | -53 | -5.1% | -$1.57万 | 减仓 |
| JNK | SPDR SERIES TRUST | $29.96万 | 0.01% | 3,124 | 500 | 19.1% | $4.80万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.41万 | 0.01% | 1,488 | 1,488 | — | $30.41万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $30.53万 | 0.01% | 1,543 | 1,543 | — | $30.53万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $32.01万 | 0.01% | 2,485 | -144 | -5.5% | -$1.85万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $32.51万 | 0.01% | 4,505 | 252 | 5.9% | $1.82万 | 加仓 |
| GOOG | ALPHABET INC | $33.25万 | 0.02% | 1,117 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $33.56万 | 0.02% | 11,005 | -139 | -1.2% | -$4,239 | 减仓 |
| MSFT | MICROSOFT CORP | $34.16万 | 0.02% | 916 | 125 | 15.8% | $4.66万 | 加仓 |
| BA | BOEING CO | $37.26万 | 0.02% | 1,755 | 250 | 16.6% | $5.31万 | 加仓 |
| — | CAVA GROUP INC 看涨期权 | $38.60万 | 0.02% | 4,700 | -600 | -11.3% | -$4.93万 | 减仓 |
| IVV | ISHARES TR | $38.65万 | 0.02% | 584 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $40.40万 | 0.02% | 900 | 600 | 200.0% | $26.93万 | 重新持有 |
| FXI | ISHARES TR | $43.07万 | 0.02% | 12,116 | 435 | 3.7% | $1.55万 | 加仓 |
| CTRN | CITI TRENDS INC | $45.82万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $49.39万 | 0.02% | 1,400 | 240 | 20.7% | $8.47万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $51.57万 | 0.02% | 13,048 | 1,311 | 11.2% | $5.18万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $51.82万 | 0.02% | 3,513 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $53.42万 | 0.02% | 8,327 | 2,006 | 31.7% | $12.87万 | 加仓 |
| TACK | CAPITOL SER TR | $53.66万 | 0.02% | 17,513 | -91 | -0.5% | -$2,788 | 减仓 |
| IMCG | ISHARES TR | $54.41万 | 0.02% | 6,750 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $54.48万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $58.63万 | 0.03% | 3,868 | 379 | 10.9% | $5.75万 | 加仓 |
| KWEB | KRANESHARES TRUST | $58.95万 | 0.03% | 20,949 | 241 | 1.2% | $6,782 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $61.31万 | 0.03% | 12,292 | 910 | 8.0% | $4.54万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $62.02万 | 0.03% | 21,603 | 723 | 3.5% | $2.08万 | 加仓 |
| AGX | ARGAN INC | $72.00万 | 0.03% | 1,258 | -792 | -38.6% | -$45.33万 | 减仓 |
| ALL | ALLSTATE CORP | $72.26万 | 0.03% | 3,468 | 800 | 30.0% | $16.67万 | 加仓 |
| SOXX | ISHARES TR | $78.97万 | 0.04% | 2,295 | 350 | 18.0% | $12.04万 | 加仓 |
| EPI | WISDOMTREE TR | $82.58万 | 0.04% | 20,068 | 2,735 | 15.8% | $11.25万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $84.59万 | 0.04% | 2,601 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $84.72万 | 0.04% | 7,959 | -314 | -3.8% | -$3.34万 | 减仓 |
| — | VANGUARD MALVERN FDS | $96.48万 | 0.04% | 18,933 | -463 | -2.4% | -$2.36万 | 减仓 |
| — | PROSHARES TR | $96.86万 | 0.04% | 60,689 | -61,533 | -50.3% | -$98.21万 | 减仓 |
| IWM | ISHARES TR | $100.82万 | 0.05% | 3,995 | 2,356 | 143.7% | $59.46万 | 加仓 |
| EPP | ISHARES INC | $101.13万 | 0.05% | 18,798 | 519 | 2.8% | $2.79万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $101.36万 | 0.05% | 8,923 | -7 | -0.1% | -$795 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $103.30万 | 0.05% | 22,373 | -461 | -2.0% | -$2.13万 | 减仓 |
| POWL | POWELL INDS INC | $105.03万 | 0.05% | 5,625 | 3,880 | 222.3% | $72.45万 | 加仓 |
| EEM | ISHARES TR | $114.85万 | 0.05% | 20,110 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $114.98万 | 0.05% | 29,834 | -32 | -0.1% | -$1,233 | 减仓 |
| — | INVESCO QQQ TR 看跌期权 | $117.70万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $126.64万 | 0.06% | 15,116 | 195 | 1.3% | $1.63万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $130.39万 | 0.06% | 11,958 | 207 | 1.8% | $2.26万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $134.66万 | 0.06% | 19,372 | 15,070 | 350.3% | $104.75万 | 加仓 |
| SH | PROSHARES TR | $140.92万 | 0.06% | 37,628 | -37,997 | -50.2% | -$142.30万 | 减仓 |
| CAVA | CAVA GROUP INC | $145.58万 | 0.07% | 17,725 | 75 | 0.4% | $6,160 | 加仓 |
| NET | CLOUDFLARE INC | $158.45万 | 0.07% | 7,482 | 520 | 7.5% | $11.01万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $161.84万 | 0.07% | 29,965 | 773 | 2.6% | $4.17万 | 加仓 |
| — | EXXON MOBIL CORP | $165.02万 | 0.07% | 10,101 | 614 | 6.5% | $10.03万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $175.04万 | 0.08% | 23,789 | 43 | 0.2% | $3,164 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $176.42万 | 0.08% | 29,561 | -4,891 | -14.2% | -$29.19万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $195.52万 | 0.09% | 10,082 | 38 | 0.4% | $7,369 | 加仓 |
| — | PROSHARES TR | $205.51万 | 0.09% | 65,055 | -24,514 | -27.4% | -$77.44万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $209.01万 | 0.09% | 32,095 | 366 | 1.2% | $2.38万 | 加仓 |
| VO | VANGUARD INDEX FDS | $212.68万 | 0.10% | 7,299 | 26 | 0.4% | $7,576 | 加仓 |
| IVE | ISHARES TR | $257.89万 | 0.12% | 12,122 | 4 | 0.0% | $851 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $339.55万 | 0.15% | 41,077 | 10,378 | 33.8% | $85.79万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $350.99万 | 0.16% | 15,941 | 250 | 1.6% | $5.50万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $392.27万 | 0.18% | 75,567 | -1,275 | -1.7% | -$6.62万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $410.75万 | 0.19% | 30,030 | 105 | 0.4% | $1.44万 | 加仓 |
| GLD | SPDR GOLD TR | $561.12万 | 0.25% | 13,121 | -41 | -0.3% | -$1.75万 | 减仓 |
| QQQ | INVESCO QQQ TR | $575.97万 | 0.26% | 9,787 | -1,335 | -12.0% | -$78.56万 | 减仓 |
| IJR | ISHARES TR | $622.20万 | 0.28% | 49,338 | 4,219 | 9.4% | $53.21万 | 加仓 |
| IJH | ISHARES TR | $708.69万 | 0.32% | 103,518 | -634 | -0.6% | -$4.34万 | 减仓 |
| TLT | ISHARES TR | $754.94万 | 0.34% | 87,125 | 33,800 | 63.4% | $292.88万 | 加仓 |
| VLO | VALERO ENERGY CORP | $799.90万 | 0.36% | 32,374 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $975.10万 | 0.44% | 97,141 | 1,827 | 1.9% | $18.34万 | 加仓 |
| PULS | PGIM ETF TR | $1,267.13万 | 0.58% | 255,779 | 13,078 | 5.4% | $64.79万 | 加仓 |
| GOOGL | ALPHABET INC | $7,261.78万 | 3.30% | 252,531 | 75 | 0.0% | $2.16万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1.27亿 | 5.79% | 731,064 | -337 | -0.0% | -$5.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3.13亿 | 14.22% | 481,472 | 488 | 0.1% | $31.74万 | 加仓 |
| AMZN | AMAZON COM INC | $3.78亿 | 17.17% | 1,816,391 | 814 | 0.0% | $16.95万 | 加仓 |
| AAPL | APPLE INC | $11.78亿 | 53.48% | 4,641,303 | -957 | -0.0% | -$24.29万 | 减仓 |