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 |
|---|---|---|---|---|---|---|---|---|
| OKLO | OKLO INC | $42.20万 | 0.02% | 8,509 | 3,697 | 76.8% | $18.33万 | 加仓 |
| — | TIDAL TRUST II | $42.25万 | 0.02% | 14,086 | -2,868 | -16.9% | -$8.60万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $42.40万 | 0.02% | 4,998 | -160 | -3.1% | -$1.36万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $42.46万 | 0.02% | 8,926 | -100 | -1.1% | -$4,757 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $42.58万 | 0.02% | 10,608 | -593 | -5.3% | -$2.38万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $42.70万 | 0.02% | 4,263 | -1,061 | -19.9% | -$10.63万 | 减仓 |
| USHY | ISHARES TR | $42.72万 | 0.02% | 11,597 | -31 | -0.3% | -$1,142 | 减仓 |
| WAB | WABTEC | $42.88万 | 0.02% | 1,716 | -71 | -4.0% | -$1.77万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $42.90万 | 0.02% | 14,818 | -1,406 | -8.7% | -$4.07万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $43.09万 | 0.02% | 1,593 | 290 | 22.3% | $7.84万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $43.21万 | 0.02% | 1,455 | 20 | 1.4% | $5,939 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $43.35万 | 0.02% | 37,694 | -2,036 | -5.1% | -$2.34万 | 减仓 |
| — | ANGEL OAK FUNDS TRUST | $43.65万 | 0.02% | 39,939 | 205 | 0.5% | $2,241 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $43.67万 | 0.02% | 2,341 | 50 | 2.2% | $9,327 | 加仓 |
| GPC | GENUINE PARTS CO | $43.88万 | 0.02% | 4,150 | -224 | -5.1% | -$2.37万 | 减仓 |
| JNK | SPDR SERIES TRUST | $43.98万 | 0.02% | 4,594 | -194 | -4.1% | -$1.86万 | 减仓 |
| IEI | ISHARES TR | $44.01万 | 0.02% | 3,710 | -1,252 | -25.2% | -$14.85万 | 减仓 |
| KKR | KKR & CO INC | $44.47万 | 0.02% | 4,807 | 2,846 | 145.1% | $26.33万 | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $44.53万 | 0.02% | 722 | -19 | -2.6% | -$1.17万 | 减仓 |
| NIO | NIO INC | $44.55万 | 0.02% | 73,885 | -3,400 | -4.4% | -$2.05万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $44.56万 | 0.02% | 18,865 | 18,865 | — | $44.56万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $44.64万 | 0.02% | 2,976 | 171 | 6.1% | $2.56万 | 加仓 |
| — | WISDOMTREE TR | $44.68万 | 0.02% | 19,815 | 95 | 0.5% | $2,142 | 加仓 |
| IMCB | ISHARES TR | $44.69万 | 0.02% | 5,356 | -798 | -13.0% | -$6.66万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $44.70万 | 0.02% | 5,546 | -41 | -0.7% | -$3,305 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $44.80万 | 0.02% | 1,542 | 45 | 3.0% | $1.31万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $44.88万 | 0.02% | 9,843 | -161 | -1.6% | -$7,342 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $44.91万 | 0.02% | 20,165 | 9,652 | 91.8% | $21.49万 | 加仓 |
| SDOG | ALPS ETF TR | $44.96万 | 0.02% | 6,913 | -337 | -4.6% | -$2.19万 | 减仓 |
| SMIG | ETF SER SOLUTIONS | $45.04万 | 0.02% | 15,347 | 3,012 | 24.4% | $8.84万 | 加仓 |
| NUMV | NUSHARES ETF TR | $45.10万 | 0.02% | 11,632 | 11,632 | — | $45.10万 | 新建仓 |
| IWP | ISHARES TR | $45.10万 | 0.02% | 3,520 | 161 | 4.8% | $2.06万 | 加仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $45.26万 | 0.02% | 35,195 | 40 | 0.1% | $514 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $45.31万 | 0.02% | 9,634 | 272 | 2.9% | $1.28万 | 加仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $45.35万 | 0.02% | 69,985 | 90 | 0.1% | $583 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $45.35万 | 0.02% | 20,843 | -1,200 | -5.4% | -$2.61万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $45.57万 | 0.02% | 7,284 | -265 | -3.5% | -$1.66万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $45.57万 | 0.02% | 6,413 | 787 | 14.0% | $5.59万 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $45.66万 | 0.02% | 22,922 | 3,158 | 16.0% | $6.29万 | 加仓 |
| EBAY | EBAY INC. | $45.69万 | 0.02% | 5,020 | 842 | 20.2% | $7.66万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $45.81万 | 0.02% | 5,939 | 1,406 | 31.0% | $10.84万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $46.06万 | 0.02% | 8,730 | -2,441 | -21.9% | -$12.88万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $46.21万 | 0.02% | 9,174 | -6,646 | -42.0% | -$33.47万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $46.40万 | 0.02% | 3,684 | 557 | 17.8% | $7.02万 | 加仓 |
| SNDK | SANDISK CORP | $46.44万 | 0.02% | 731 | 731 | — | $46.44万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $46.48万 | 0.02% | 6,992 | 102 | 1.5% | $6,781 | 加仓 |
| — | LISTED FDS TR | $46.65万 | 0.02% | 20,326 | 2,332 | 13.0% | $5.35万 | 加仓 |
| — | SPROTT FDS TR | $46.88万 | 0.02% | 7,921 | 350 | 4.6% | $2.07万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $46.98万 | 0.02% | 12,425 | 234 | 1.9% | $8,847 | 加仓 |
| — | TIDAL TRUST II | $47.05万 | 0.02% | 36,245 | -2,227 | -5.8% | -$2.89万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $47.05万 | 0.02% | 8,903 | 331 | 3.9% | $1.75万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $47.21万 | 0.02% | 28,736 | 332 | 1.2% | $5,455 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $47.56万 | 0.02% | 13,822 | 2,689 | 24.2% | $9.25万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $47.73万 | 0.02% | 55,115 | -4,367 | -7.3% | -$3.78万 | 减仓 |
| — | TIDAL TRUST III | $47.84万 | 0.02% | 27,589 | 5,930 | 27.4% | $10.28万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $47.92万 | 0.02% | 1,862 | 763 | 69.4% | $19.64万 | 加仓 |
| GWW | WW GRAINGER INC | $48.10万 | 0.02% | 441 | 58 | 15.1% | $6.33万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $48.11万 | 0.02% | 3,060 | -6 | -0.2% | -$943 | 减仓 |
| MUU | DIREXION SHARES ETF TRUST | $48.15万 | 0.02% | 4,000 | 4,000 | — | $48.15万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $48.42万 | 0.02% | 115 | 9 | 8.5% | $3.79万 | 加仓 |
| EFG | ISHARES TR | $48.46万 | 0.02% | 4,352 | 2,258 | 107.8% | $25.14万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $48.47万 | 0.02% | 2,794 | 1,036 | 58.9% | $17.97万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $48.66万 | 0.02% | 27,002 | -999 | -3.6% | -$1.80万 | 减仓 |
| CWB | SPDR SERIES TRUST | $48.66万 | 0.02% | 5,317 | 5,317 | — | $48.66万 | 新建仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $48.69万 | 0.02% | 29,312 | -1,246 | -4.1% | -$2.07万 | 减仓 |
| — | KKR INCOME OPPORTUNITIES FD | $48.69万 | 0.02% | 44,264 | 27,863 | 169.9% | $30.65万 | 重新持有 |
| HYG | ISHARES TR | $48.75万 | 0.02% | 6,128 | 576 | 10.4% | $4.58万 | 加仓 |
| XPO | XPO INC | $48.97万 | 0.02% | 2,517 | -244 | -8.8% | -$4.75万 | 减仓 |
| DON | WISDOMTREE TR | $48.99万 | 0.02% | 9,325 | -257 | -2.7% | -$1.35万 | 减仓 |
| TER | TERADYNE INC | $49.00万 | 0.02% | 1,653 | -117 | -6.6% | -$3.47万 | 减仓 |
| CI | THE CIGNA GROUP | $49.27万 | 0.02% | 1,847 | -126 | -6.4% | -$3.36万 | 减仓 |
| IWS | ISHARES TR | $49.32万 | 0.02% | 3,384 | -587 | -14.8% | -$8.56万 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $49.37万 | 0.02% | 10,625 | 583 | 5.8% | $2.71万 | 加仓 |
| FTI | TECHNIPFMC PLC | $49.50万 | 0.02% | 7,160 | 165 | 2.4% | $1.14万 | 加仓 |
| MTB | M & T BK CORP | $49.60万 | 0.02% | 2,399 | -18 | -0.7% | -$3,721 | 减仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $49.64万 | 0.02% | 57,854 | 19,748 | 51.8% | $16.94万 | 加仓 |
| EVRG | EVERGY INC | $49.79万 | 0.02% | 6,078 | 1,869 | 44.4% | $15.31万 | 加仓 |
| KWEB | KRANESHARES TRUST | $49.81万 | 0.02% | 17,520 | 9,914 | 130.3% | $28.19万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $49.87万 | 0.02% | 2,735 | 9 | 0.3% | $1,641 | 加仓 |
| — | EA SERIES TRUST | $49.87万 | 0.02% | 14,950 | 697 | 4.9% | $2.33万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $50.03万 | 0.02% | 18,985 | -60,806 | -76.2% | -$160.23万 | 减仓 |
| RDDT | REDDIT INC | $50.05万 | 0.02% | 3,717 | 3,717 | — | $50.05万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $50.12万 | 0.02% | 8,395 | -129 | -1.5% | -$7,701 | 减仓 |
| AZN | ASTRAZENECA PLC | $50.29万 | 0.02% | 2,550 | 2,550 | — | $50.29万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $50.35万 | 0.02% | 6,705 | 502 | 8.1% | $3.77万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $50.57万 | 0.02% | 743 | 0 | 0.0% | — | 不变 |
| SERV | SERVE ROBOTICS INC | $50.70万 | 0.02% | 60,071 | 9,305 | 18.3% | $7.85万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $50.79万 | 0.02% | 1,770 | 409 | 30.1% | $11.74万 | 加仓 |
| BCPC | BALCHEM CORP | $50.84万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $51.34万 | 0.02% | 11,447 | -924 | -7.5% | -$4.14万 | 减仓 |
| XYZ | BLOCK INC | $51.44万 | 0.02% | 8,547 | -1,140 | -11.8% | -$6.86万 | 减仓 |
| — | INVESCO CURRENCYSHARES AUSTR | $51.51万 | 0.02% | 7,534 | 7,534 | — | $51.51万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $51.76万 | 0.02% | 1,500 | 189 | 14.4% | $6.52万 | 加仓 |
| — | LISTED FDS TR | $51.88万 | 0.02% | 14,575 | 3,615 | 33.0% | $12.87万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $51.91万 | 0.02% | 2,404 | 481 | 25.0% | $10.39万 | 加仓 |
| IYT | ISHARES TR | $52.19万 | 0.02% | 6,996 | 1,867 | 36.4% | $13.93万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $52.24万 | 0.02% | 16,873 | -3,912 | -18.8% | -$12.11万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $52.29万 | 0.02% | 13,010 | -6,734 | -34.1% | -$27.06万 | 减仓 |
| DDOG | DATADOG INC | $52.40万 | 0.02% | 4,439 | 4,439 | — | $52.40万 | 新建仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $52.64万 | 0.02% | 10,644 | 123 | 1.2% | $6,083 | 加仓 |