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 |
|---|---|---|---|---|---|---|---|---|
| BAC | BANK OF AMER CORP | $819.47万 | 0.32% | 143,817 | -711 | -0.5% | -$4.05万 | 减仓 |
| MRK | MERCK & CO INC | $824.75万 | 0.32% | 64,183 | 2,204 | 3.6% | $28.32万 | 加仓 |
| GE | GE AEROSPACE | $842.19万 | 0.33% | 22,535 | -1 | -0.0% | -$374 | 减仓 |
| PEP | PEPSICO INC | $850.69万 | 0.33% | 62,828 | -518 | -0.8% | -$7.01万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $872.40万 | 0.34% | 223,406 | -217 | -0.1% | -$8,474 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $942.44万 | 0.37% | 49,150 | 708 | 1.5% | $13.58万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $945.06万 | 0.37% | 64,448 | 2,235 | 3.6% | $32.77万 | 加仓 |
| GEV | GE VERNOVA INC | $964.69万 | 0.37% | 8,211 | 1,026 | 14.3% | $120.54万 | 加仓 |
| SMH | VANECK ETF TRUST | $969.42万 | 0.38% | 14,780 | 4,488 | 43.6% | $294.37万 | 加仓 |
| ABBV | ABBVIE INC | $977.74万 | 0.38% | 38,855 | 3,348 | 9.4% | $84.25万 | 加仓 |
| ORCL | ORACLE CORP | $1,002.17万 | 0.39% | 68,384 | 20,148 | 41.8% | $295.27万 | 加仓 |
| NUDM | NUSHARES ETF TR | $1,014.34万 | 0.39% | 253,459 | 6,763 | 2.7% | $27.07万 | 加仓 |
| CRWV | COREWEAVE INC | $1,026.07万 | 0.40% | 103,081 | 35,804 | 53.2% | $356.39万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $1,027.78万 | 0.40% | 902,746 | -16,493 | -1.8% | -$18.78万 | 减仓 |
| V | VISA INC | $1,041.56万 | 0.40% | 30,358 | 1,227 | 4.2% | $42.10万 | 加仓 |
| SGOV | ISHARES TR | $1,059.65万 | 0.41% | 105,259 | 14,608 | 16.1% | $147.06万 | 加仓 |
| ITOT | ISHARES TR | $1,098.78万 | 0.43% | 66,889 | -4,809 | -6.7% | -$79.00万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,119.43万 | 0.43% | 264,391 | 38,092 | 16.8% | $161.28万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,125.66万 | 0.44% | 122,835 | -10,899 | -8.1% | -$99.88万 | 减仓 |
| WMT | WALMART INC | $1,145.42万 | 0.44% | 101,132 | -2,888 | -2.8% | -$32.71万 | 减仓 |
| CAT | CATERPILLAR INC | $1,154.91万 | 0.45% | 10,845 | 1,633 | 17.7% | $173.90万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,197.38万 | 0.46% | 23,929 | -682 | -2.8% | -$34.13万 | 减仓 |
| GLD | SPDR GOLD TR | $1,251.02万 | 0.48% | 33,960 | -105 | -0.3% | -$3.87万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,252.61万 | 0.49% | 33,851 | 1,748 | 5.4% | $64.68万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $1,256.79万 | 0.49% | 312,401 | -8,416 | -2.6% | -$33.86万 | 减仓 |
| LLY | ELI LILLY & CO | $1,303.00万 | 0.50% | 10,863 | 1,219 | 12.6% | $146.22万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,364.40万 | 0.53% | 48,519 | 5,657 | 13.2% | $159.08万 | 加仓 |
| DSI | ISHARES TR | $1,392.00万 | 0.54% | 97,760 | 1,761 | 1.8% | $25.07万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,439.98万 | 0.56% | 20,966 | 231 | 1.1% | $15.87万 | 加仓 |
| — | EA SERIES TRUST | $1,545.27万 | 0.60% | 465,343 | 39,635 | 9.3% | $131.62万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,563.64万 | 0.61% | 134,022 | 22,753 | 20.4% | $265.46万 | 加仓 |
| — | VANECK ETF TRUST | $1,687.98万 | 0.65% | 699,390 | -25,514 | -3.5% | -$61.58万 | 减仓 |
| INTC | INTEL CORP | $1,795.93万 | 0.70% | 128,621 | -9,000 | -6.5% | -$125.67万 | 减仓 |
| KLAC | KLA CORP | $1,901.16万 | 0.74% | 63,013 | 54,993 | 685.7% | $1,659.19万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,981.45万 | 0.77% | 21,181 | 3,363 | 18.9% | $314.60万 | 加仓 |
| — | EXXON MOBIL CORP | $1,988.04万 | 0.77% | 145,410 | 2,578 | 1.8% | $35.25万 | 加仓 |
| CSCO | CISCO SYS INC | $2,022.25万 | 0.78% | 172,165 | 937 | 0.5% | $11.01万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,081.48万 | 0.81% | 18,033 | 1,568 | 9.5% | $180.99万 | 加仓 |
| EMNT | PIMCO ETF TR | $2,095.32万 | 0.81% | 211,780 | 10,028 | 5.0% | $99.22万 | 加仓 |
| GLW | CORNING INC | $2,287.70万 | 0.89% | 89,563 | 13,307 | 17.5% | $339.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,383.11万 | 0.92% | 72,804 | 1,903 | 2.7% | $62.29万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $2,401.59万 | 0.93% | 1,438,078 | -87,157 | -5.7% | -$145.55万 | 减仓 |
| AVGO | BROADCOM INC | $2,431.48万 | 0.94% | 64,368 | 29,658 | 85.4% | $1,120.32万 | 加仓 |
| GOOG | ALPHABET INC | $2,501.57万 | 0.97% | 70,800 | 4,759 | 7.2% | $168.15万 | 加仓 |
| META | META PLATFORMS INC | $2,556.64万 | 0.99% | 45,388 | 2,416 | 5.6% | $136.09万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,571.55万 | 1.00% | 101,254 | -3,720 | -3.5% | -$94.48万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,909.63万 | 1.13% | 39,511 | 518 | 1.3% | $38.15万 | 加仓 |
| GOOGL | ALPHABET INC | $3,139.22万 | 1.22% | 87,842 | -1,457 | -1.6% | -$52.07万 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $3,396.65万 | 1.32% | 4,492,919 | 369,888 | 9.0% | $279.64万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,545.82万 | 1.37% | 47,482 | 2,030 | 4.5% | $151.59万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,097.72万 | 1.59% | 70,540 | 19,552 | 38.3% | $1,135.79万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $4,285.47万 | 1.66% | 224,935 | 21,195 | 10.4% | $403.81万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $4,614.19万 | 1.79% | 912,435 | -7,898 | -0.9% | -$39.94万 | 减仓 |
| AMZN | AMAZON COM INC | $4,635.28万 | 1.80% | 194,482 | 17,594 | 9.9% | $419.34万 | 加仓 |
| MSFT | MICROSOFT CORP | $5,189.22万 | 2.01% | 139,114 | 4,938 | 3.7% | $184.20万 | 加仓 |
| TSLA | TESLA INC | $5,746.92万 | 2.23% | 136,636 | -400 | -0.3% | -$16.82万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $9,391.16万 | 3.64% | 469,347 | 49,264 | 11.7% | $985.72万 | 加仓 |
| AAPL | APPLE INC | $1.53亿 | 5.93% | 529,075 | 1,506 | 0.3% | $43.58万 | 加仓 |