13F 机构持仓

PFG Investments, LLC

WOODBURY NY · SEC CIK 0001973224

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$25.82亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 6.2%
NVDA 3.4%
TSLA 2.4%
MSFT 2.3%
JPST 2.2%
AMZN 1.7%
CLM 1.4%
SPY 1.4%
XLK 1.3%
PDI 1.2%

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
EXE EXPAND ENERGY CORPORATION $28.67万0.01%2,611 2,611— $28.67万 新建仓
VOD VODAFONE GROUP PLC $28.68万0.01%19,094 -2,750-12.6% -$4.13万 减仓
BIIB BIOGEN INC $28.75万0.01%1,568 1,568— $28.75万 新建仓
DOV DOVER CORP $28.80万0.01%1,381 00.0% — 不变
VDE VANGUARD WORLD FD $28.83万0.01%1,666 -115-6.5% -$1.99万 减仓
— WELLS FARGO & CO $28.88万0.01%250 00.0% — 不变
BMI BADGER METER INC $28.88万0.01%1,896 50.3% $762 加仓
INFY INFOSYS LTD $28.91万0.01%21,396 3,46419.3% $4.68万 加仓
SMR NUSCALE PWR CORP $28.94万0.01%26,697 15,380135.9% $16.67万 加仓
MCK MCKESSON CORP $28.95万0.01%335 3511.7% $3.02万 加仓
BHP BHP BILLITON LIMITED $28.96万0.01%3,982 -1,165-22.6% -$8.47万 减仓
PKB INVESCO EXCHANGE TRADED FD T $29.01万0.01%2,973 10.0% $98 加仓
SLNZ TCW ETF TRUST $29.22万0.01%6,454 1151.8% $5,207 加仓
LQD ISHARES TR $29.29万0.01%2,687 28111.7% $3.06万 加仓
TR TOOTSIE ROLL INDS INC $29.30万0.01%6,859 00.0% — 不变
IDVO AMPLIFY ETF TR $29.34万0.01%7,250 7,250— $29.34万 新建仓
GLPI GAMING & LEISURE P $29.39万0.01%6,623 6,623— $29.39万 新建仓
MP MP MATERIALS CORP $29.41万0.01%6,094 -973-13.8% -$4.70万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $29.49万0.01%4,995 2,889137.2% $17.05万 重新持有
DMXF ISHARES TR $29.68万0.01%3,933 1,02435.2% $7.73万 加仓
MAGS LISTED FDS TR $29.74万0.01%5,132 68615.4% $3.97万 加仓
IRT INDEPENDENCE RLTY TR INC $29.74万0.01%19,974 -2,865-12.5% -$4.27万 减仓
ELF E L F BEAUTY INC $29.75万0.01%4,909 1,54045.7% $9.33万 加仓
PNR PENTAIR PLC $29.81万0.01%3,422 80.2% $697 加仓
XEVVX EATON VANCE LIMITED DURATION $29.85万0.01%31,593 3671.2% $3,468 加仓
WWJD NORTHERN LTS FD TR IV $29.91万0.01%7,999 -277-3.3% -$1.04万 减仓
DDD 3D SYS CORP DEL $29.92万0.01%159,175 75,99091.4% $14.29万 加仓
ESGD ISHARES TR $29.99万0.01%3,137 97345.0% $9.30万 加仓
GLTR ABRDN PRECIOUS METALS BASKET $30.01万0.01%1,372 90.7% $1,968 加仓
CWT CALIFORNIA WTR SVC GROUP $30.08万0.01%6,635 30.0% $136 加仓
DES WISDOMTREE TR $30.09万0.01%8,373 -1,593-16.0% -$5.73万 减仓
ETH GRAYSCALE ETHEREUM STAKING $30.10万0.01%15,155 7,47097.2% $14.84万 加仓
MCHI ISHARES TR $30.30万0.01%5,394 3266.4% $1.83万 加仓
IAGG ISHARES TR $30.40万0.01%6,075 1,58035.2% $7.91万 重新持有
— BARINGS PARTN INVS $30.56万0.01%17,830 3391.9% $5,810 加仓
BAM BROOKFIELD ASSET MANAGMT LTD $30.65万0.01%6,895 6,895— $30.65万 新建仓
— KRANESHARES TRUST $30.65万0.01%10,870 -200-1.8% -$5,640 减仓
CCI CROWN CASTLE INC $30.67万0.01%3,772 3,772— $30.67万 新建仓
EQIX EQUINIX INC $30.69万0.01%313 -32-9.3% -$3.14万 减仓
FITB FIFTH THIRD BANCORP $30.70万0.01%6,608 6,608— $30.70万 新建仓
SOLS SOLSTICE ADVANCED MATLS INC $30.79万0.01%4,043 4,043— $30.79万 新建仓
CG CARLYLE GROUP INC $30.81万0.01%6,368 -456-6.7% -$2.21万 减仓
QTWO Q2 HLDGS INC $30.92万0.01%6,537 -220-3.3% -$1.04万 减仓
— ETF SER SOLUTIONS $30.94万0.01%8,310 2833.5% $1.05万 加仓
RIO RIO TINTO PLC $31.00万0.01%3,323 -1,997-37.5% -$18.63万 减仓
AOR ISHARES TR $31.01万0.01%4,820 4,820— $31.01万 新建仓
KIM KIMCO REALTY CORP $31.06万0.01%13,821 -473-3.3% -$1.06万 减仓
TEL TE CONNECTIVITY PLC $31.06万0.01%1,486 -154-9.4% -$3.22万 减仓
JBLU JETBLUE AIRWAYS CORP $31.13万0.01%70,420 6681.0% $2,953 加仓
— ETF SER SOLUTIONS $31.18万0.01%5,519 250.5% $1,413 加仓
VTRS VIATRIS INC $31.24万0.01%23,123 6,66540.5% $9.00万 加仓
APTV APTIV PLC $31.24万0.01%4,499 4,499— $31.24万 新建仓
IHDG WISDOMTREE TR $31.26万0.01%6,492 3585.8% $1.72万 加仓
MOS MOSAIC CO $31.29万0.01%12,272 4,40656.0% $11.24万 重新持有
TSN TYSON FOODS INC $31.36万0.01%4,894 4,894— $31.36万 新建仓
NDAQ NASDAQ INC $31.39万0.01%3,698 10.0% $85 加仓
TRP TC ENERGY CORP $31.40万0.01%5,016 00.0% — 不变
STM STMICROELECTRONICS N V $31.48万0.01%9,112 -350-3.7% -$1.21万 减仓
QDVO AMPLIFY ETF TR $31.57万0.01%11,847 1161.0% $3,091 加仓
AEE AMEREN CORP $31.61万0.01%2,876 -63-2.1% -$6,924 减仓
CACC CREDIT ACCEP CORP MICH $31.76万0.01%750 00.0% — 不变
TFPM TRIPLE FLAG PRECIOUS METAL $31.77万0.01%9,152 30.0% $104 加仓
RCL ROYAL CARIBBEAN GROUP $31.84万0.01%1,157 -406-26.0% -$11.17万 减仓
PAVE GLOBAL X FDS $31.96万0.01%6,289 -260-4.0% -$1.32万 减仓
CHI CALAMOS CONV OPPORTUNITIES & $31.97万0.01%29,766 5,14220.9% $5.52万 加仓
JLL JONES LANG LASALLE INC $31.97万0.01%1,051 25031.2% $7.60万 加仓
ENS ENERSYS $31.97万0.01%1,840 -99-5.1% -$1.72万 减仓
ARKW ARK ETF TR $32.00万0.01%2,653 -47-1.7% -$5,669 减仓
IXN ISHARES TR $32.06万0.01%3,207 752.4% $7,497 加仓
JXN JACKSON FINANCIAL INC $32.11万0.01%3,037 -34-1.1% -$3,595 减仓
— NXG NEXTGEN INFRASTR INCM FD $32.20万0.02%5,862 -400-6.4% -$2.20万 减仓
A AGILENT TECHNOLOGIES INC $32.34万0.02%2,837 1043.8% $1.19万 加仓
ANGL VANECK ETF TRUST $32.36万0.02%11,266 1,10310.9% $3.17万 加仓
FANG DIAMONDBACK ENERGY INC $32.36万0.02%1,636 19913.8% $3.94万 加仓
SPMO INVESCO EXCH TRADED FD TR II $32.52万0.02%2,901 1605.8% $1.79万 重新持有
ROBO EXCHANGE TRADED CONCEPTS TRU $32.55万0.02%4,757 -204-4.1% -$1.40万 减仓
— FIRST TR EXCHANGE-TRADED FD $32.58万0.02%5,400 00.0% — 不变
ECAT BLACKROCK ESG CAP ALLC TERM $32.63万0.02%24,027 3,05914.6% $4.15万 加仓
HTD HANCOCK JOHN TAX-ADVANTAGED $32.68万0.02%13,195 -713-5.1% -$1.77万 减仓
ITRI ITRON INC $32.87万0.02%3,667 1,30855.4% $11.72万 加仓
LH LABCORP HOLDINGS INC $32.91万0.02%1,234 -2-0.2% -$533 减仓
QUBT QUANTUM COMPUTING INC $32.93万0.02%48,072 -6,725-12.3% -$4.61万 减仓
XLRE SELECT SECTOR SPDR TR $32.95万0.02%8,071 3965.2% $1.62万 加仓
NUV NUVEEN MUN VALUE FD INC $33.01万0.02%36,721 1640.4% $1,474 加仓
UPST UPSTART HLDGS INC $33.09万0.02%12,900 00.0% — 不变
CCL CARNIVAL CORP $33.19万0.02%12,824 1,43712.6% $3.72万 加仓
BOTZ GLOBAL X FDS $33.22万0.02%9,999 3323.4% $1.10万 加仓
HLT HILTON WORLDWIDE HLDGS INC $33.27万0.02%1,094 20523.1% $6.23万 加仓
TM TOYOTA MOTOR CORP $33.29万0.02%1,615 -69-4.1% -$1.42万 减仓
— FIDELITY GREENWOOD STREET TR $33.37万0.02%12,300 12,300— $33.37万 新建仓
PICK ISHARES INC $33.52万0.02%5,923 -701-10.6% -$3.97万 减仓
— GAMCO NAT RES GOLD & INCOME $33.57万0.02%40,202 -521-1.3% -$4,350 减仓
FSCO FS CREDIT OPPORTUNITIES CORP $33.96万0.02%66,586 -27,293-29.1% -$13.92万 减仓
FTEC FIDELITY COVINGTON TRUST $33.96万0.02%1,632 44837.8% $9.32万 加仓
CLIP GLOBAL X FDS $34.14万0.02%3,402 70.2% $702 加仓
MKL MARKEL GROUP INC $34.26万0.02%179 6962.7% $13.21万 加仓
GGN GAMCO GLOBAL GOLD NAT RES & $34.28万0.02%64,435 -8,432-11.6% -$4.49万 减仓
FSK FS KKR CAP CORP $34.40万0.02%33,793 -4,161-11.0% -$4.24万 减仓
FENI FIDELITY COVINGTON TRUST $34.41万0.02%9,251 -516-5.3% -$1.92万 减仓
VXF VANGUARD INDEX FDS $34.47万0.02%1,675 50943.7% $10.48万 加仓