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
— DUPONT DE NEMOURS INC $52.66万0.02%11,499 6966.4% $3.19万 加仓
TDIV FIRST TR EXCHANGE TRADED FD $52.95万0.02%5,654 -544-8.8% -$5.09万 减仓
JMSI J P MORGAN EXCHANGE TRADED F $53.03万0.02%10,660 940.9% $4,676 加仓
TT TRANE TECHNOLOGIES PLC $53.11万0.02%1,275 -385-23.2% -$16.04万 减仓
TPR TAPESTRY INC $53.18万0.02%3,769 -28-0.7% -$3,951 减仓
TPL TEXAS PACIFIC LAND CORPORATI $53.27万0.02%1,123 20.2% $949 加仓
SIVR ABRDN SILVER ETF TRUST $53.44万0.02%7,462 -1,979-21.0% -$14.17万 减仓
USB US BANCORP $53.48万0.02%10,284 -103-1.0% -$5,357 减仓
CAH CARDINAL HEALTH INC $53.52万0.02%2,533 -21-0.8% -$4,437 减仓
AMSC AMERICAN SUPERCONDUCTOR CORP $53.58万0.02%15,830 15,830— $53.58万 新建仓
FAX ABRDN ASIA PACIFIC INCOME FU $53.69万0.03%37,236 -3,707-9.1% -$5.35万 减仓
IVR INVESCO MORTGAGE CAPITAL INC $53.90万0.03%66,709 2,7904.4% $2.25万 加仓
BNY BANK NEW YORK MELLON CORP $53.94万0.03%4,547 -111-2.4% -$1.32万 减仓
TRFK PACER FDS TR $53.95万0.03%8,668 4255.2% $2.65万 加仓
EQT EQT CORP $54.04万0.03%8,491 8,491— $54.04万 新建仓
YLD PRINCIPAL EXCHANGE TRADED FD $54.11万0.03%28,537 -102-0.4% -$1,934 减仓
PYPL PAYPAL HLDGS INC $54.20万0.03%11,983 -1,345-10.1% -$6.08万 减仓
HPQ HP INC $54.30万0.03%28,265 3,01511.9% $5.79万 加仓
SKYY FIRST TR EXCHANGE-TRADED FD $54.35万0.03%4,969 -424-7.9% -$4.64万 减仓
MOD MODINE MFG CO $54.39万0.03%2,510 -10-0.4% -$2,167 减仓
GSK GSK PLC $54.82万0.03%9,933 4715.0% $2.60万 加仓
STIP ISHARES TR $54.88万0.03%5,306 5,306— $54.88万 新建仓
MMU WESTERN ASSET MANAGED MUNS F $54.91万0.03%53,418 -2,319-4.2% -$2.38万 减仓
VEU VANGUARD INTL EQUITY INDEX F $54.93万0.03%7,314 3815.5% $2.86万 加仓
NVT NVENT ELEC PLC $55.19万0.03%4,666 10.0% $118 加仓
— HOLOGIC INC $55.54万0.03%7,348 -75-1.0% -$5,669 减仓
AVEM AMERICAN CENTY ETF TR $55.83万0.03%6,928 2,48956.1% $20.06万 加仓
— TIDAL TRUST III $56.52万0.03%31,364 3,79213.8% $6.83万 加仓
GAB GABELLI EQUITY TR INC $56.83万0.03%101,476 4,6644.8% $2.61万 加仓
NULV NUSHARES ETF TR $57.01万0.03%12,530 1,30611.6% $5.94万 加仓
BBIO BRIDGEBIO PHARMA INC $57.37万0.03%7,725 2,27541.7% $16.89万 加仓
IWB ISHARES TR $57.81万0.03%1,621 -147-8.3% -$5.24万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $57.82万0.03%8,468 1,31518.4% $8.98万 加仓
FBND FIDELITY MERRIMACK STR TR $57.84万0.03%12,678 1,42712.7% $6.51万 加仓
WAT WATERS CORP $58.01万0.03%1,948 36423.0% $10.84万 加仓
KNG FIRST TR EXCHANGE-TRADED FD $59.02万0.03%12,117 00.0% — 不变
IDV ISHARES TR $59.07万0.03%13,880 -212-1.5% -$9,023 减仓
SCHX SCHWAB STRATEGIC TR $59.24万0.03%23,104 1240.5% $3,179 加仓
TECB ISHARES TR $59.41万0.03%10,708 -1,050-8.9% -$5.83万 减仓
PLUG PLUG PWR INC $59.44万0.03%263,013 68,64235.3% $15.51万 加仓
MET METLIFE INC $59.55万0.03%8,420 -120-1.4% -$8,487 减仓
IWN ISHARES TR $59.67万0.03%3,147 -147-4.5% -$2.79万 减仓
— TEVA PHARMACEUTICAL INDS LTD $59.83万0.03%19,865 -683-3.3% -$2.06万 减仓
WHR WHIRLPOOL CORP $59.92万0.03%11,113 4013.7% $2.16万 加仓
COWZ PACER FDS TR $59.94万0.03%9,582 -723-7.0% -$4.52万 减仓
FERG FERGUSON ENTERPRISES INC $60.02万0.03%2,573 1787.4% $4.15万 加仓
PPA INVESCO EXCHANGE TRADED FD T $60.06万0.03%3,624 81729.1% $13.54万 加仓
ADSK AUTODESK INC $60.23万0.03%2,516 -184-6.8% -$4.40万 减仓
— TIDAL TRUST II $60.46万0.03%37,092 17,07885.3% $27.84万 加仓
VV VANGUARD INDEX FDS $60.48万0.03%2,024 50.2% $1,494 加仓
FAN FIRST TR EXCHANGE-TRADED FD $60.65万0.03%24,516 6,86438.9% $16.98万 加仓
ADM ARCHER DANIELS MIDLAND CO $61.23万0.03%8,423 1,17416.2% $8.53万 加仓
QUAD QUAD / GRAPHICS INC $61.24万0.03%92,643 -4,800-4.9% -$3.17万 减仓
NET CLOUDFLARE INC $61.57万0.03%2,984 -1,003-25.2% -$20.70万 减仓
ESGE ISHARES INC $61.58万0.03%13,544 -2,093-13.4% -$9.52万 减仓
GIS GENERAL MILLS INC $61.68万0.03%16,573 -75-0.5% -$2,791 减仓
NVO NOVO-NORDISK A S $61.77万0.03%16,807 -4,859-22.4% -$17.86万 减仓
IGRO ISHARES TR $62.04万0.03%7,406 7,406— $62.04万 新建仓
BMNR BITMINE IMMERSION TECNOLOGIE $62.54万0.03%31,617 11,04053.7% $21.84万 加仓
LITE LUMENTUM HLDGS INC $62.62万0.03%891 -349-28.1% -$24.53万 减仓
NVS NOVARTIS AG $62.64万0.03%4,101 -98-2.3% -$1.50万 减仓
IWMI NEOS ETF TRUST $62.70万0.03%13,228 1,30210.9% $6.17万 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $62.76万0.03%8,817 -1,108-11.2% -$7.89万 减仓
SPHD INVESCO EXCH TRADED FD TR II $62.91万0.03%12,682 5034.1% $2.50万 加仓
EIX EDISON INTL $62.97万0.03%8,604 300.3% $2,196 加仓
BN BROOKFIELD CORP $63.11万0.03%15,594 1761.1% $7,123 加仓
AVK ADVENT CONV & INCOME FD $63.15万0.03%56,583 2830.5% $3,158 加仓
SUSL ISHARES TR $63.24万0.03%5,567 88118.8% $10.01万 加仓
UL UNILEVER PLC $63.32万0.03%11,114 -261-2.3% -$1.49万 减仓
CVSB MORGAN STANLEY ETF TRUST $63.34万0.03%12,516 1641.3% $8,299 加仓
RYLD GLOBAL X FDS $63.46万0.03%42,449 -4,412-9.4% -$6.60万 减仓
SNOW SNOWFLAKE INC $63.56万0.03%4,214 -1,431-25.3% -$21.58万 减仓
FIW FIRST TR EXCHANGE-TRADED FD $64.26万0.03%6,231 83515.5% $8.61万 加仓
ADI ANALOG DEVICES INC $64.28万0.03%2,021 693.5% $2.19万 加仓
HSY HERSHEY CO $64.61万0.03%3,108 34712.6% $7.21万 加仓
APO APOLLO GLOBAL MGMT INC $64.63万0.03%5,801 -1,233-17.5% -$13.74万 减仓
GSBD GOLDMAN SACHS BDC INC $64.70万0.03%72,858 2,3193.3% $2.06万 加仓
STXF EA SERIES TRUST $64.70万0.03%15,415 1,87713.9% $7.88万 加仓
OEF ISHARES TR $64.70万0.03%2,034 -83-3.9% -$2.64万 减仓
PSMT PRICESMART INC $64.80万0.03%4,306 -207-4.6% -$3.12万 减仓
SCHW SCHWAB CHARLES CORP $64.99万0.03%6,915 -9-0.1% -$846 减仓
ALAB ASTERA LABS INC $65.05万0.03%5,935 4,150232.5% $45.48万 加仓
VPU VANGUARD WORLD FD $65.22万0.03%3,292 20.1% $396 加仓
SPOT SPOTIFY TECHNOLOGY S A $65.27万0.03%1,346 20818.3% $10.09万 加仓
— NUVEEN MUN CR OPPORTUNITIES $65.29万0.03%61,714 710.1% $751 加仓
CLX CLOROX CO DEL $65.39万0.03%6,310 65611.6% $6.80万 加仓
CCJ CAMECO CORP $65.42万0.03%6,023 75414.3% $8.19万 加仓
JQUA J P MORGAN EXCHANGE TRADED F $65.77万0.03%10,726 610.6% $3,741 加仓
AMP AMERIPRISE FINL INC $65.80万0.03%1,481 -7-0.5% -$3,110 减仓
ARKX ARK ETF TR $65.87万0.03%22,442 -9,139-28.9% -$26.82万 减仓
UTG REAVES UTIL INCOME FD $65.90万0.03%16,777 -487-2.8% -$1.91万 减仓
CINF CINCINNATI FINL CORP $66.06万0.03%4,198 3689.6% $5.79万 加仓
SCHA SCHWAB STRATEGIC TR $66.23万0.03%22,777 1,9229.2% $5.59万 加仓
AUPH AURINIA PHARMACEUTICALS INC $66.53万0.03%44,890 10,45030.3% $15.49万 加仓
GPIX GOLDMAN SACHS ETF TR $66.56万0.03%13,302 -2,610-16.4% -$13.06万 减仓
PAYX PAYCHEX INC $66.63万0.03%7,233 2193.1% $2.02万 加仓
XCHYX CALAMOS CONV & HIGH INCOME F $66.68万0.03%61,235 24,27665.7% $26.44万 加仓
PRU PRUDENTIAL FINL INC $67.22万0.03%6,881 63410.1% $6.19万 加仓
ASPI ASP ISOTOPES INC $67.32万0.03%152,300 -29,500-16.2% -$13.04万 减仓
ACN ACCENTURE PLC IRELAND $67.33万0.03%3,395 76228.9% $15.11万 加仓