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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1.34亿 | 6.24% | 527,569 | -4,017 | -0.8% | -$101.95万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $7,326.24万 | 3.41% | 420,083 | 4,410 | 1.1% | $76.91万 | 加仓 |
| TSLA | TESLA INC | $5,094.32万 | 2.37% | 137,036 | 55 | 0.0% | $2.04万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,966.78万 | 2.31% | 134,176 | 5,952 | 4.6% | $220.32万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $4,657.81万 | 2.17% | 920,333 | -20,072 | -2.1% | -$101.58万 | 减仓 |
| AMZN | AMAZON COM INC | $3,684.04万 | 1.72% | 176,888 | 4,464 | 2.6% | $92.97万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $3,001.57万 | 1.40% | 4,123,031 | 1,125,223 | 37.5% | $819.16万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,955.92万 | 1.38% | 45,452 | 511 | 1.1% | $33.23万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,707.70万 | 1.26% | 203,740 | 33,122 | 19.4% | $440.19万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $2,609.68万 | 1.22% | 1,525,235 | 73,358 | 5.1% | $125.52万 | 加仓 |
| GOOGL | ALPHABET INC | $2,567.87万 | 1.20% | 89,299 | 2,269 | 2.6% | $65.25万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2,565.98万 | 1.20% | 104,974 | 1,630 | 1.6% | $39.84万 | 加仓 |
| META | META PLATFORMS INC | $2,458.53万 | 1.15% | 42,972 | -1,369 | -3.1% | -$78.32万 | 减仓 |
| — | EXXON MOBIL CORP | $2,423.28万 | 1.13% | 142,832 | -1,063 | -0.7% | -$18.03万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,250.59万 | 1.05% | 38,993 | 1,558 | 4.2% | $89.92万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,085.62万 | 0.97% | 70,901 | 2,752 | 4.0% | $80.95万 | 加仓 |
| EMNT | PIMCO ETF TR | $1,995.83万 | 0.93% | 201,752 | 3,987 | 2.0% | $39.44万 | 加仓 |
| GOOG | ALPHABET INC | $1,894.45万 | 0.88% | 66,041 | -124 | -0.2% | -$3.56万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,775.41万 | 0.83% | 17,818 | -84 | -0.5% | -$8.37万 | 减仓 |
| — | VANECK ETF TRUST | $1,736.80万 | 0.81% | 724,904 | -12,330 | -1.7% | -$29.54万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,627.64万 | 0.76% | 111,269 | 8,830 | 8.6% | $129.17万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $1,530.94万 | 0.71% | 320,817 | -9,448 | -2.9% | -$45.09万 | 减仓 |
| GLD | SPDR GOLD TR | $1,465.78万 | 0.68% | 34,065 | -1,165 | -3.3% | -$50.13万 | 减仓 |
| CSCO | CISCO SYS INC | $1,328.55万 | 0.62% | 171,228 | 6,213 | 3.8% | $48.21万 | 加仓 |
| WMT | WALMART INC | $1,292.77万 | 0.60% | 104,020 | -7,249 | -6.5% | -$90.09万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,239.02万 | 0.58% | 20,735 | 4,713 | 29.4% | $281.63万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,225.54万 | 0.57% | 133,734 | 22,051 | 19.7% | $202.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,179.36万 | 0.55% | 24,611 | 780 | 3.3% | $37.38万 | 加仓 |
| DSI | ISHARES TR | $1,163.42万 | 0.54% | 95,999 | 2,518 | 2.7% | $30.52万 | 加仓 |
| — | EA SERIES TRUST | $1,141.72万 | 0.53% | 425,708 | 1,292 | 0.3% | $3.47万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,136.02万 | 0.53% | 226,299 | -26,872 | -10.6% | -$134.90万 | 减仓 |
| AVGO | BROADCOM INC | $1,074.31万 | 0.50% | 34,710 | 585 | 1.7% | $18.11万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,038.94万 | 0.48% | 42,862 | -836 | -1.9% | -$20.26万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,037.24万 | 0.48% | 50,988 | 6,389 | 14.3% | $129.97万 | 加仓 |
| GLW | CORNING INC | $1,036.85万 | 0.48% | 76,256 | -2,587 | -3.3% | -$35.18万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,029.89万 | 0.48% | 32,103 | -3,519 | -9.9% | -$112.89万 | 减仓 |
| ITOT | ISHARES TR | $1,021.20万 | 0.48% | 71,698 | 4,351 | 6.5% | $61.97万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1,006.56万 | 0.47% | 48,650 | 2,750 | 6.0% | $56.90万 | 加仓 |
| PEP | PEPSICO INC | $983.71万 | 0.46% | 63,346 | -8,970 | -12.4% | -$139.30万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $949.57万 | 0.44% | 919,239 | 7,799 | 0.9% | $8.06万 | 加仓 |
| SGOV | ISHARES TR | $912.50万 | 0.43% | 90,651 | 33,704 | 59.2% | $339.27万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $898.60万 | 0.42% | 62,213 | 5,863 | 10.4% | $84.68万 | 加仓 |
| NUDM | NUSHARES ETF TR | $890.82万 | 0.42% | 246,696 | -4,149 | -1.7% | -$14.98万 | 减仓 |
| LLY | ELI LILLY & CO | $887.05万 | 0.41% | 9,644 | 1,028 | 11.9% | $94.55万 | 加仓 |
| V | VISA INC | $880.47万 | 0.41% | 29,131 | -901 | -3.0% | -$27.23万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $870.44万 | 0.41% | 245,609 | -13,255 | -5.1% | -$46.98万 | 减仓 |
| NFLX | NETFLIX INC. | $850.09万 | 0.40% | 88,412 | 5,605 | 6.8% | $53.89万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $841.65万 | 0.39% | 211,311 | -1,029 | -0.5% | -$4.10万 | 减仓 |
| PFE | PFIZER INC | $835.00万 | 0.39% | 297,364 | -13,406 | -4.3% | -$37.64万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $821.81万 | 0.38% | 223,623 | -306 | -0.1% | -$1.12万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $792.41万 | 0.37% | 48,442 | 108 | 0.2% | $1.77万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $774.55万 | 0.36% | 136,653 | -1,231 | -0.9% | -$6.98万 | 减仓 |
| ABBV | ABBVIE INC | $772.24万 | 0.36% | 35,507 | -717 | -2.0% | -$15.59万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $756.55万 | 0.35% | 627,325 | -3,549 | -0.6% | -$4.28万 | 减仓 |
| MRK | MERCK & CO INC | $745.55万 | 0.35% | 61,979 | -1,063 | -1.7% | -$12.79万 | 减仓 |
| T | AT&T INC | $744.97万 | 0.35% | 256,975 | -2,896 | -1.1% | -$8.40万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $742.20万 | 0.35% | 65,577 | 1,805 | 2.8% | $20.43万 | 加仓 |
| HD | HOME DEPOT INC | $716.96万 | 0.33% | 21,799 | -101 | -0.5% | -$3.32万 | 减仓 |
| ORCL | ORACLE CORP | $709.61万 | 0.33% | 48,236 | 6,038 | 14.3% | $88.83万 | 加仓 |
| BAC | BANK AMERICA CORP | $704.58万 | 0.33% | 144,528 | -20,722 | -12.5% | -$101.02万 | 减仓 |
| CAT | CATERPILLAR INC | $652.60万 | 0.30% | 9,212 | 512 | 5.9% | $36.27万 | 加仓 |
| GE | GE AEROSPACE | $639.51万 | 0.30% | 22,536 | -984 | -4.2% | -$27.92万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $635.48万 | 0.30% | 207,130 | 17,987 | 9.5% | $55.18万 | 加仓 |
| GEV | GE VERNOVA INC | $627.20万 | 0.29% | 7,185 | -24 | -0.3% | -$2.10万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $614.46万 | 0.29% | 41,489 | -1,603 | -3.7% | -$23.74万 | 减仓 |
| INTC | INTEL CORP | $607.32万 | 0.28% | 137,621 | -22,233 | -13.9% | -$98.11万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $605.40万 | 0.28% | 61,537 | 266 | 0.4% | $2.62万 | 加仓 |
| ISPY | PROSHARES TR | $564.32万 | 0.26% | 130,177 | -8,753 | -6.3% | -$37.94万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $562.33万 | 0.26% | 148,606 | 1,560 | 1.1% | $5.90万 | 加仓 |
| QQQI | NEOS ETF TRUST | $561.13万 | 0.26% | 112,925 | 39,144 | 53.1% | $194.51万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $556.27万 | 0.26% | 16,465 | -862 | -5.0% | -$29.12万 | 减仓 |
| IEFA | ISHARES TR | $553.91万 | 0.26% | 61,186 | 1,300 | 2.2% | $11.77万 | 加仓 |
| QYLD | GLOBAL X FDS | $541.76万 | 0.25% | 315,898 | 8,511 | 2.8% | $14.60万 | 加仓 |
| KO | COCA COLA CO | $540.39万 | 0.25% | 71,057 | -225 | -0.3% | -$1.71万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $534.37万 | 0.25% | 24,847 | -640 | -2.5% | -$13.76万 | 减仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $525.46万 | 0.24% | 86,943 | -41,517 | -32.3% | -$250.92万 | 减仓 |
| CRWV | COREWEAVE INC | $521.19万 | 0.24% | 67,277 | 28,553 | 73.7% | $221.20万 | 加仓 |
| BA | BOEING CO | $516.33万 | 0.24% | 25,942 | 751 | 3.0% | $14.95万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $511.58万 | 0.24% | 30,941 | 273 | 0.9% | $4.51万 | 加仓 |
| MCD | MCDONALDS CORP | $492.64万 | 0.23% | 15,851 | 536 | 3.5% | $16.66万 | 加仓 |
| IWY | ISHARES TR | $489.71万 | 0.23% | 19,680 | 19,680 | — | $489.71万 | 新建仓 |
| AGG | ISHARES TR | $478.46万 | 0.22% | 48,198 | 183 | 0.4% | $1.82万 | 加仓 |
| IVV | ISHARES TR | $464.23万 | 0.22% | 7,107 | -3,521 | -33.1% | -$229.99万 | 减仓 |
| ET | ENERGY TRANSFER L P | $460.43万 | 0.21% | 238,567 | -3,067 | -1.3% | -$5.92万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $459.01万 | 0.21% | 13,582 | 307 | 2.3% | $10.38万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $455.20万 | 0.21% | 19,157 | -1,225 | -6.0% | -$29.11万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $452.31万 | 0.21% | 48,698 | 693 | 1.4% | $6.44万 | 加仓 |
| MO | ALTRIA GROUP INC | $448.66万 | 0.21% | 67,989 | -9,109 | -11.8% | -$60.11万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $438.25万 | 0.20% | 10,033 | 947 | 10.4% | $41.37万 | 加仓 |
| ICLN | ISHARES TR | $438.18万 | 0.20% | 239,575 | 2,383 | 1.0% | $4.36万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $430.88万 | 0.20% | 6 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $425.14万 | 0.20% | 8,508 | -84 | -1.0% | -$4.20万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $418.12万 | 0.19% | 38,367 | 4,996 | 15.0% | $54.45万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $416.40万 | 0.19% | 52,530 | 4,139 | 8.6% | $32.81万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $415.22万 | 0.19% | 36,984 | 88 | 0.2% | $9,880 | 加仓 |
| RTX | RTX CORPORATION | $407.66万 | 0.19% | 21,133 | -238 | -1.1% | -$4.59万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $404.90万 | 0.19% | 88,232 | -114 | -0.1% | -$5,231 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $404.69万 | 0.19% | 72,892 | -1,600 | -2.1% | -$8.88万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $404.07万 | 0.19% | 30,859 | 538 | 1.8% | $7.04万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $396.13万 | 0.18% | 30,220 | 1,320 | 4.6% | $17.30万 | 加仓 |