PFG Investments, LLC
WOODBURY NY · SEC CIK 0001973224
$21.46亿2026Q1 申报市值
1,191持仓数
23.5%前十大占比 · 第一大 6.2%
114 / 76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
CLM 加仓+$819.16万
IWY 新建仓+$489.71万
XLK 加仓+$440.19万
SGOV 加仓+$339.27万
VOO 加仓+$281.63万
2026Q1 卖出最多 按季末市值估算
SPHQ 清仓-$378.13万
FV 减仓-$250.92万
IVV 减仓-$229.99万
AIQ 减仓-$201.38万
VGT 减仓-$184.28万
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 |
|---|---|---|---|---|---|---|---|---|
| AWK | AMERICAN WTR WKS CO INC NEW | $210.77万 | 0.10% | 15,487 | 2,379 | 18.1% | $32.38万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $211.38万 | 0.10% | 42,816 | -1,755 | -3.9% | -$8.66万 | 减仓 |
| BP | BP PLC | $214.00万 | 0.10% | 45,532 | 4,731 | 11.6% | $22.24万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $216.63万 | 0.10% | 20,878 | -14,641 | -41.2% | -$151.91万 | 减仓 |
| MINT | PIMCO ETF TR | $219.13万 | 0.10% | 21,789 | 6,613 | 43.6% | $66.51万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $219.72万 | 0.10% | 47,374 | 2,133 | 4.7% | $9.89万 | 加仓 |
| RGLD | ROYAL GOLD INC | $221.12万 | 0.10% | 8,689 | 386 | 4.6% | $9.82万 | 加仓 |
| ITA | ISHARES TR | $224.99万 | 0.10% | 10,285 | 520 | 5.3% | $11.38万 | 加仓 |
| O | REALTY INCOME CORP | $225.10万 | 0.10% | 36,793 | 1,781 | 5.1% | $10.90万 | 加仓 |
| SO | SOUTHERN CO | $225.26万 | 0.10% | 23,339 | -1,460 | -5.9% | -$14.09万 | 减仓 |
| D | DOMINION ENERGY INC | $225.49万 | 0.11% | 36,475 | 26,478 | 264.9% | $163.69万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $227.23万 | 0.11% | 26,661 | 3,250 | 13.9% | $27.70万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $228.42万 | 0.11% | 23,062 | 4,377 | 23.4% | $43.35万 | 加仓 |
| VB | VANGUARD INDEX FDS | $229.86万 | 0.11% | 8,776 | 465 | 5.6% | $12.18万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $231.06万 | 0.11% | 198,332 | 9,437 | 5.0% | $10.99万 | 加仓 |
| F | FORD MTR CO | $235.29万 | 0.11% | 203,889 | -7,022 | -3.3% | -$8.10万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $239.50万 | 0.11% | 18,290 | 144 | 0.8% | $1.89万 | 加仓 |
| IRM | IRON MTN INC DEL | $240.73万 | 0.11% | 23,569 | -1,737 | -6.9% | -$17.74万 | 减仓 |
| IYW | ISHARES TR | $241.06万 | 0.11% | 13,287 | -1,985 | -13.0% | -$36.01万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $241.71万 | 0.11% | 88,021 | -4,775 | -5.1% | -$13.11万 | 减仓 |
| SHYG | ISHARES TR | $242.19万 | 0.11% | 57,243 | -10,655 | -15.7% | -$45.08万 | 减仓 |
| — | EAGLE POINT CREDIT COMPANY I | $245.06万 | 0.11% | 651,765 | -187,698 | -22.4% | -$70.57万 | 减仓 |
| PSX | PHILLIPS 66 | $247.77万 | 0.12% | 13,600 | -379 | -2.7% | -$6.90万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $248.60万 | 0.12% | 30,710 | 2,411 | 8.5% | $19.52万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $250.83万 | 0.12% | 17,997 | 5,715 | 46.5% | $79.65万 | 加仓 |
| PLD | PROLOGIS INC. | $250.95万 | 0.12% | 18,985 | 1,255 | 7.1% | $16.59万 | 加仓 |
| UNP | UNION PAC CORP | $253.19万 | 0.12% | 10,436 | 191 | 1.9% | $4.63万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $255.16万 | 0.12% | 33,060 | -4,355 | -11.6% | -$33.61万 | 减仓 |
| LOW | LOWES COS INC | $258.01万 | 0.12% | 10,920 | 206 | 1.9% | $4.87万 | 加仓 |
| IEMG | ISHARES INC | $260.60万 | 0.12% | 37,363 | 2,058 | 5.8% | $14.35万 | 加仓 |
| MPLX | MPLX LP | $261.73万 | 0.12% | 45,860 | -448 | -1.0% | -$2.56万 | 减仓 |
| SPGI | S&P GLOBAL INC | $264.67万 | 0.12% | 6,223 | 1,730 | 38.5% | $73.58万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $266.36万 | 0.12% | 125,937 | 15,176 | 13.7% | $32.10万 | 加仓 |
| — | NUVEEN NY AMT FREE | $266.79万 | 0.12% | 261,307 | 16,363 | 6.7% | $16.71万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $267.39万 | 0.12% | 8,840 | 1,058 | 13.6% | $32.00万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $267.91万 | 0.12% | 52,737 | 1,602 | 3.1% | $8.14万 | 加仓 |
| UTES | ETFIS SER TR I | $275.38万 | 0.13% | 34,466 | -1,416 | -3.9% | -$11.31万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $279.08万 | 0.13% | 6,025 | 1,586 | 35.7% | $73.46万 | 加仓 |
| — | HONEYWELL INTL INC | $280.90万 | 0.13% | 12,428 | 201 | 1.6% | $4.54万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $281.63万 | 0.13% | 46,436 | -10,347 | -18.2% | -$62.75万 | 减仓 |
| TLT | ISHARES TR | $286.53万 | 0.13% | 33,052 | 3,458 | 11.7% | $29.98万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $290.10万 | 0.14% | 22,143 | -283 | -1.3% | -$3.71万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $290.26万 | 0.14% | 10,727 | -1,173 | -9.9% | -$31.74万 | 减仓 |
| AMAT | APPLIED MATLS INC | $290.27万 | 0.14% | 8,492 | 135 | 1.6% | $4.61万 | 加仓 |
| VO | VANGUARD INDEX FDS | $291.20万 | 0.14% | 10,140 | 248 | 2.5% | $7.12万 | 加仓 |
| BX | BLACKSTONE INC | $294.48万 | 0.14% | 25,609 | -323 | -1.2% | -$3.71万 | 减仓 |
| MS | MORGAN STANLEY | $298.90万 | 0.14% | 18,162 | 382 | 2.1% | $6.29万 | 加仓 |
| IQQQ | PROSHARES TR | $299.23万 | 0.14% | 71,773 | 8,052 | 12.6% | $33.57万 | 加仓 |
| ESGU | ISHARES TR | $299.76万 | 0.14% | 21,196 | 78 | 0.4% | $1.10万 | 加仓 |
| VLO | VALERO ENERGY CORP | $303.20万 | 0.14% | 12,271 | -530 | -4.1% | -$13.10万 | 减仓 |
| EMR | EMERSON ELEC CO | $303.89万 | 0.14% | 23,194 | 3,964 | 20.6% | $51.94万 | 加仓 |
| LAND | GLADSTONE LD CORP | $304.17万 | 0.14% | 298,207 | 2,674 | 0.9% | $2.73万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $311.13万 | 0.14% | 5,148 | -699 | -12.0% | -$42.25万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $312.05万 | 0.15% | 139,743 | 1,402 | 1.0% | $3.13万 | 加仓 |
| IDCC | INTERDIGITAL INC | $312.60万 | 0.15% | 10,351 | 492 | 5.0% | $14.86万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $314.22万 | 0.15% | 51,293 | -802 | -1.5% | -$4.91万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $318.78万 | 0.15% | 19,884 | 1,756 | 9.7% | $28.15万 | 加仓 |
| NOBL | PROSHARES TR | $321.41万 | 0.15% | 30,319 | -691 | -2.2% | -$7.33万 | 减仓 |
| IWM | ISHARES TR | $325.66万 | 0.15% | 13,131 | 2,040 | 18.4% | $50.59万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $326.80万 | 0.15% | 45,433 | -2,689 | -5.6% | -$19.34万 | 减仓 |
| SPYI | NEOS ETF TRUST | $327.40万 | 0.15% | 66,315 | 2,320 | 3.6% | $11.45万 | 加仓 |
| GM | GENERAL MTRS CO | $331.11万 | 0.15% | 44,444 | 32,925 | 285.8% | $245.29万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $331.43万 | 0.15% | 8,489 | 1,339 | 18.7% | $52.28万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $334.21万 | 0.16% | 17,034 | -257 | -1.5% | -$5.04万 | 减仓 |
| QCOM | QUALCOMM INC | $337.23万 | 0.16% | 26,187 | 2,967 | 12.8% | $38.21万 | 加仓 |
| DE | DEERE & CO | $337.68万 | 0.16% | 5,995 | 120 | 2.0% | $6.76万 | 加仓 |
| TJX | TJX COS INC NEW | $338.15万 | 0.16% | 21,174 | 271 | 1.3% | $4.33万 | 加仓 |
| AMGN | AMGEN INC | $340.76万 | 0.16% | 9,685 | 2,032 | 26.6% | $71.49万 | 加仓 |
| SLV | ISHARES SILVER TR | $345.34万 | 0.16% | 50,681 | -10,503 | -17.2% | -$71.57万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $352.41万 | 0.16% | 48,183 | -9,605 | -16.6% | -$70.25万 | 减仓 |
| SOXX | ISHARES TR | $356.39万 | 0.17% | 10,844 | -615 | -5.4% | -$20.21万 | 减仓 |
| XYLD | GLOBAL X FDS | $357.11万 | 0.17% | 91,262 | 1,749 | 2.0% | $6.84万 | 加仓 |
| SDY | SPDR SERIES TRUST | $361.38万 | 0.17% | 24,762 | 3,243 | 15.1% | $47.33万 | 加仓 |
| AGNC | AGNC INVT CORP | $365.72万 | 0.17% | 364,625 | 33,797 | 10.2% | $33.90万 | 加仓 |
| ASML | ASML HLDG NV | $368.62万 | 0.17% | 2,791 | -93 | -3.2% | -$12.28万 | 减仓 |
| C | CITIGROUP INC | $369.82万 | 0.17% | 32,609 | 4,012 | 14.0% | $45.50万 | 加仓 |
| DIS | DISNEY WALT CO | $377.60万 | 0.18% | 39,178 | 36 | 0.1% | $3,470 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $379.85万 | 0.18% | 4,490 | 84 | 1.9% | $7.11万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $380.32万 | 0.18% | 15,178 | -1,519 | -9.1% | -$38.06万 | 减仓 |
| — | NEOS ETF TRUST | $383.94万 | 0.18% | 74,915 | 696 | 0.9% | $3.57万 | 加仓 |
| SMH | VANECK ETF TRUST | $394.58万 | 0.18% | 10,292 | 2,577 | 33.4% | $98.80万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $396.13万 | 0.18% | 30,220 | 1,320 | 4.6% | $17.30万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $404.07万 | 0.19% | 30,859 | 538 | 1.8% | $7.04万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $404.69万 | 0.19% | 72,892 | -1,600 | -2.1% | -$8.88万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $404.90万 | 0.19% | 88,232 | -114 | -0.1% | -$5,231 | 减仓 |
| RTX | RTX CORPORATION | $407.66万 | 0.19% | 21,133 | -238 | -1.1% | -$4.59万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $415.22万 | 0.19% | 36,984 | 88 | 0.2% | $9,880 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $416.40万 | 0.19% | 52,530 | 4,139 | 8.6% | $32.81万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $418.12万 | 0.19% | 38,367 | 4,996 | 15.0% | $54.45万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $425.14万 | 0.20% | 8,508 | -84 | -1.0% | -$4.20万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.20% | 6 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $438.18万 | 0.20% | 239,575 | 2,383 | 1.0% | $4.36万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $438.25万 | 0.20% | 10,033 | 947 | 10.4% | $41.37万 | 加仓 |
| MO | ALTRIA GROUP INC | $448.66万 | 0.21% | 67,989 | -9,109 | -11.8% | -$60.11万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $452.31万 | 0.21% | 48,698 | 693 | 1.4% | $6.44万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $455.20万 | 0.21% | 19,157 | -1,225 | -6.0% | -$29.11万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $459.01万 | 0.21% | 13,582 | 307 | 2.3% | $10.38万 | 加仓 |
| ET | ENERGY TRANSFER L P | $460.43万 | 0.21% | 238,567 | -3,067 | -1.3% | -$5.92万 | 减仓 |
| IVV | ISHARES TR | $464.23万 | 0.22% | 7,107 | -3,521 | -33.1% | -$229.99万 | 减仓 |
| AGG | ISHARES TR | $478.46万 | 0.22% | 48,198 | 183 | 0.4% | $1.82万 | 加仓 |