PFG Investments, LLC
WOODBURY NY · SEC CIK 0001973224
$25.82亿2026Q2 申报市值
1,295持仓数
23.3%前十大占比 · 第一大 5.9%
153 / 63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
KLAC 加仓+$1,659.19万
AMD 加仓+$1,135.79万
AVGO 加仓+$1,120.32万
NVDA 加仓+$985.72万
SPCX 新建仓+$550.75万
2026Q2 卖出最多 按季末市值估算
MUU 减仓-$388.46万
ARM 减仓-$255.55万
DVA 减仓-$217.25万
QQQI 减仓-$165.39万
PTY 减仓-$147.89万
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 |
|---|---|---|---|---|---|---|---|---|
| LOW | LOWES COS INC | $276.95万 | 0.11% | 12,561 | 1,641 | 15.0% | $36.18万 | 加仓 |
| F | FORD MTR CO | $279.32万 | 0.11% | 200,949 | -2,940 | -1.4% | -$4.09万 | 减仓 |
| — | NUVEEN NY AMT FREE | $279.54万 | 0.11% | 260,768 | -539 | -0.2% | -$5,778 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $291.66万 | 0.11% | 5,583 | -442 | -7.3% | -$23.09万 | 减仓 |
| UTES | ETFIS SER TR I | $295.75万 | 0.11% | 36,182 | 1,716 | 5.0% | $14.03万 | 加仓 |
| VLO | VALERO ENERGY CORP | $299.71万 | 0.12% | 11,508 | -763 | -6.2% | -$19.87万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $303.49万 | 0.12% | 6,053 | 3,023 | 99.8% | $151.57万 | 加仓 |
| IRM | IRON MTN INC DEL | $303.73万 | 0.12% | 24,046 | 477 | 2.0% | $6.03万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $304.07万 | 0.12% | 52,772 | 6,336 | 13.6% | $36.51万 | 加仓 |
| UNP | UNION PAC CORP | $307.55万 | 0.12% | 11,307 | 871 | 8.3% | $23.69万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $310.55万 | 0.12% | 7,167 | 66 | 0.9% | $2.86万 | 加仓 |
| VGT | VANGUARD WORLD FD | $312.02万 | 0.12% | 26,106 | 2,266 | 9.5% | $27.08万 | 加仓 |
| IEMG | ISHARES INC | $314.55万 | 0.12% | 37,971 | 608 | 1.6% | $5.04万 | 加仓 |
| — | CALAMOS ETF TR | $321.02万 | 0.12% | 119,562 | 80,497 | 206.1% | $216.13万 | 加仓 |
| VO | VANGUARD INDEX FDS | $328.34万 | 0.13% | 40,752 | 192 | 0.5% | $1.55万 | 加仓 |
| IYW | ISHARES TR | $329.96万 | 0.13% | 13,082 | -205 | -1.5% | -$5.17万 | 减仓 |
| NOBL | PROSHARES TR | $331.29万 | 0.13% | 58,990 | -1,648 | -2.7% | -$9.26万 | 减仓 |
| IQQQ | PROSHARES TR | $332.52万 | 0.13% | 65,455 | -6,318 | -8.8% | -$32.10万 | 减仓 |
| IDCC | INTERDIGITAL INC | $339.64万 | 0.13% | 11,996 | 1,645 | 15.9% | $46.57万 | 加仓 |
| ESGU | ISHARES TR | $347.56万 | 0.13% | 21,235 | 39 | 0.2% | $6,383 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $351.27万 | 0.14% | 38,315 | 11,654 | 43.7% | $106.84万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $355.86万 | 0.14% | 49,316 | 3,883 | 8.5% | $28.02万 | 加仓 |
| TJX | TJX COS INC NEW | $358.28万 | 0.14% | 23,649 | 2,475 | 11.7% | $37.50万 | 加仓 |
| AMGN | AMGEN INC | $368.20万 | 0.14% | 10,168 | 483 | 5.0% | $17.49万 | 加仓 |
| USAR | USA RARE EARTH INC | $369.12万 | 0.14% | 171,047 | 71,203 | 71.3% | $153.66万 | 加仓 |
| EMR | EMERSON ELEC CO | $370.68万 | 0.14% | 25,894 | 2,700 | 11.6% | $38.65万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $375.24万 | 0.15% | 50,098 | 1,915 | 4.0% | $14.34万 | 加仓 |
| IWM | ISHARES TR | $375.48万 | 0.15% | 12,497 | -634 | -4.8% | -$19.05万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $377.29万 | 0.15% | 17,312 | 278 | 1.6% | $6.06万 | 加仓 |
| DE | DEERE & CO | $383.16万 | 0.15% | 6,040 | 45 | 0.8% | $2.85万 | 加仓 |
| XYLD | GLOBAL X FDS | $384.61万 | 0.15% | 94,290 | 3,028 | 3.3% | $12.35万 | 加仓 |
| MS | MORGAN STANLEY | $389.56万 | 0.15% | 18,636 | 474 | 2.6% | $9.91万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $393.31万 | 0.15% | 31,072 | 213 | 0.7% | $2.70万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $401.19万 | 0.16% | 29,325 | -895 | -3.0% | -$12.24万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $408.56万 | 0.16% | 90,111 | 1,879 | 2.1% | $8.52万 | 加仓 |
| RTX | RTX CORPORATION | $410.67万 | 0.16% | 21,645 | 512 | 2.4% | $9.71万 | 加仓 |
| SDY | SPDR SERIES TRUST | $419.51万 | 0.16% | 27,567 | 2,805 | 11.3% | $42.69万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $421.02万 | 0.16% | 10,130 | -597 | -5.6% | -$24.81万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $422.43万 | 0.16% | 4,378 | 173 | 4.1% | $16.69万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $426.66万 | 0.17% | 48,611 | -87 | -0.2% | -$7,636 | 减仓 |
| MA | MASTERCARD INCORPORATED | $434.72万 | 0.17% | 8,464 | -44 | -0.5% | -$2.26万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $435.27万 | 0.17% | 55,077 | 2,547 | 4.8% | $20.13万 | 加仓 |
| MCD | MCDONALDS CORP | $436.94万 | 0.17% | 16,164 | 313 | 2.0% | $8.46万 | 加仓 |
| SPGI | S&P GLOBAL INC | $437.71万 | 0.17% | 10,748 | 4,525 | 72.7% | $184.28万 | 加仓 |
| — | NEOS ETF TRUST | $439.16万 | 0.17% | 78,646 | 3,731 | 5.0% | $20.83万 | 加仓 |
| SPYI | NEOS ETF TRUST | $442.61万 | 0.17% | 83,370 | 17,055 | 25.7% | $90.55万 | 加仓 |
| DIS | DISNEY WALT CO | $444.18万 | 0.17% | 46,149 | 6,971 | 17.8% | $67.10万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 0.17% | 6 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $456.44万 | 0.18% | 4,513 | 23 | 0.5% | $2.33万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $458.18万 | 0.18% | 39,068 | 701 | 1.8% | $8.22万 | 加仓 |
| AGNC | AGNC INVT CORP | $460.23万 | 0.18% | 422,234 | 57,609 | 15.8% | $62.79万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $460.49万 | 0.18% | 13,754 | -1,424 | -9.4% | -$47.68万 | 减仓 |
| C | CITIGROUP INC | $463.04万 | 0.18% | 33,084 | 475 | 1.5% | $6.65万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $468.53万 | 0.18% | 76,233 | 3,341 | 4.6% | $20.53万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $469.78万 | 0.18% | 13,889 | 5,049 | 57.1% | $170.78万 | 加仓 |
| QQQI | NEOS ETF TRUST | $475.91万 | 0.18% | 83,802 | -29,123 | -25.8% | -$165.39万 | 减仓 |
| QCOM | QUALCOMM INC | $480.67万 | 0.19% | 26,012 | -175 | -0.7% | -$3.23万 | 减仓 |
| BX | BLACKSTONE INC | $488.72万 | 0.19% | 41,533 | 15,924 | 62.2% | $187.38万 | 加仓 |
| ICLN | ISHARES TR | $493.87万 | 0.19% | 241,028 | 1,453 | 0.6% | $2.98万 | 加仓 |
| AGG | ISHARES TR | $498.16万 | 0.19% | 50,330 | 2,132 | 4.4% | $21.10万 | 加仓 |
| ET | ENERGY TRANSFER L P | $503.91万 | 0.20% | 263,552 | 24,985 | 10.5% | $47.77万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $521.31万 | 0.20% | 39,421 | 2,437 | 6.6% | $32.23万 | 加仓 |
| MO | ALTRIA GROUP INC | $528.89万 | 0.20% | 73,508 | 5,519 | 8.1% | $39.71万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $531.90万 | 0.21% | 144,696 | -3,910 | -2.6% | -$14.37万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $547.43万 | 0.21% | 63,551 | 3,353 | 5.6% | $28.88万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $547.66万 | 0.21% | 30,272 | -669 | -2.2% | -$12.10万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $550.75万 | 0.21% | 32,234 | 32,234 | — | $550.75万 | 新建仓 |
| MDT | MEDTRONIC PLC | $551.18万 | 0.21% | 70,457 | 60,242 | 589.7% | $471.27万 | 加仓 |
| BA | BOEING CO | $552.22万 | 0.21% | 25,510 | -432 | -1.7% | -$9.35万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $564.04万 | 0.22% | 18,934 | -4,128 | -17.9% | -$122.97万 | 减仓 |
| T | AT&T INC | $569.90万 | 0.22% | 275,314 | 18,339 | 7.1% | $37.96万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $572.83万 | 0.22% | 20,742 | -136 | -0.7% | -$3.76万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $579.61万 | 0.22% | 19,131 | -26 | -0.1% | -$7,877 | 减仓 |
| PFE | PFIZER INC | $581.46万 | 0.23% | 241,469 | -55,895 | -18.8% | -$134.60万 | 减仓 |
| ASML | ASML HLDG NV | $581.46万 | 0.23% | 2,923 | 132 | 4.7% | $26.26万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $582.45万 | 0.23% | 24,615 | -232 | -0.9% | -$5.49万 | 减仓 |
| AMAT | APPLIED MATLS INC | $585.43万 | 0.23% | 8,097 | -395 | -4.7% | -$28.56万 | 减仓 |
| ISPY | PROSHARES TR | $594.40万 | 0.23% | 123,346 | -6,831 | -5.2% | -$32.92万 | 减仓 |
| QYLD | GLOBAL X FDS | $604.81万 | 0.23% | 328,168 | 12,270 | 3.9% | $22.61万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $606.78万 | 0.24% | 504,390 | -122,935 | -19.6% | -$147.89万 | 减仓 |
| IEFA | ISHARES TR | $626.11万 | 0.24% | 64,828 | 3,642 | 6.0% | $35.17万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $641.03万 | 0.25% | 8,400 | -89 | -1.0% | -$6.79万 | 减仓 |
| KO | COCA COLA CO | $641.22万 | 0.25% | 78,900 | 7,843 | 11.0% | $63.74万 | 加仓 |
| IWY | ISHARES TR | $647.20万 | 0.25% | 22,270 | 2,590 | 13.2% | $75.27万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $671.93万 | 0.26% | 19,703 | -181 | -0.9% | -$6.17万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $675.55万 | 0.26% | 42,748 | 1,259 | 3.0% | $19.90万 | 加仓 |
| ALAB | ASTERA LABS INC | $675.55万 | 0.26% | 13,986 | 8,051 | 135.7% | $388.88万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $681.94万 | 0.26% | 63,437 | 1,900 | 3.1% | $20.42万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $691.08万 | 0.27% | 217,937 | 10,807 | 5.2% | $34.27万 | 加仓 |
| IVV | ISHARES TR | $697.55万 | 0.27% | 9,314 | 2,207 | 31.1% | $165.29万 | 加仓 |
| SOXX | ISHARES TR | $697.93万 | 0.27% | 10,892 | 48 | 0.4% | $3.08万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $698.21万 | 0.27% | 14,620 | 1,038 | 7.6% | $49.57万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $705.22万 | 0.27% | 92,939 | 5,996 | 6.9% | $45.50万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $725.63万 | 0.28% | 65,590 | 13 | 0.0% | $1,438 | 加仓 |
| CVX | CHEVRON CORPORATION | $768.39万 | 0.30% | 46,356 | -2,294 | -4.7% | -$38.03万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $771.58万 | 0.30% | 255,745 | 10,136 | 4.1% | $30.58万 | 加仓 |
| HD | HOME DEPOT INC | $794.38万 | 0.31% | 22,524 | 725 | 3.3% | $25.57万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $794.87万 | 0.31% | 214,136 | 2,825 | 1.3% | $10.49万 | 加仓 |
| NFLX | NETFLIX INC. | $802.90万 | 0.31% | 112,450 | 24,038 | 27.2% | $171.63万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $805.57万 | 0.31% | 142,628 | 5,975 | 4.4% | $33.75万 | 加仓 |