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 |
|---|---|---|---|---|---|---|---|---|
| USDU | WISDOMTREE TR | $22.72万 | 0.01% | 8,629 | 8,629 | — | $22.72万 | 新建仓 |
| — | ISHARES TR | $22.67万 | 0.01% | 2,700 | 0 | 0.0% | — | 不变 |
| HYD | VANECK ETF TRUST | $22.63万 | 0.01% | 4,514 | 99 | 2.2% | $4,963 | 加仓 |
| CNI | CANADIAN NATL RY CO | $22.63万 | 0.01% | 2,202 | 2,202 | — | $22.63万 | 新建仓 |
| CALF | PACER FDS TR | $22.52万 | 0.01% | 5,019 | -22 | -0.4% | -$987 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $22.50万 | 0.01% | 3,700 | 46 | 1.3% | $2,797 | 加仓 |
| KOPN | KOPIN CORP | $22.50万 | 0.01% | 100,000 | 90,000 | 900.0% | $20.25万 | 重新持有 |
| AGX | ARGAN INC | $22.50万 | 0.01% | 413 | 413 | — | $22.50万 | 新建仓 |
| FCCO | FIRST CMNTY CORP S C | $22.43万 | 0.01% | 7,675 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $22.42万 | 0.01% | 1,761 | -20 | -1.1% | -$2,546 | 减仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $22.31万 | 0.01% | 21,026 | 21,026 | — | $22.31万 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $22.27万 | 0.01% | 8,741 | -1,250 | -12.5% | -$3.18万 | 减仓 |
| S | SENTINELONE INC | $22.27万 | 0.01% | 17,289 | 378 | 2.2% | $4,869 | 加仓 |
| SAP | SAP SE | $22.26万 | 0.01% | 1,300 | -943 | -42.0% | -$16.15万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $22.22万 | 0.01% | 2,864 | 2,864 | — | $22.22万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $22.19万 | 0.01% | 1,752 | 71 | 4.2% | $8,991 | 加仓 |
| IJT | ISHARES TR | $22.18万 | 0.01% | 1,533 | 1,533 | — | $22.18万 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $22.16万 | 0.01% | 9,599 | 9,599 | — | $22.16万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $22.14万 | 0.01% | 6,935 | 0 | 0.0% | — | 不变 |
| PAM | PAMPA ENERGIA SA | $22.12万 | 0.01% | 2,500 | -700 | -21.9% | -$6.20万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $22.11万 | 0.01% | 2,370 | -2 | -0.1% | -$187 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $22.05万 | 0.01% | 18,527 | -10,255 | -35.6% | -$12.20万 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $22.02万 | 0.01% | 3,665 | 53 | 1.5% | $3,184 | 加仓 |
| EEMA | ISHARES INC | $22.02万 | 0.01% | 2,300 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $21.99万 | 0.01% | 9,235 | -2,673 | -22.4% | -$6.36万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $21.80万 | 0.01% | 3,728 | -236 | -6.0% | -$1.38万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $21.79万 | 0.01% | 1,610 | -78 | -4.6% | -$1.06万 | 减仓 |
| SUSB | ISHARES TR | $21.77万 | 0.01% | 8,686 | -359 | -4.0% | -$8,998 | 减仓 |
| MUSA | MURPHY USA INC | $21.72万 | 0.01% | 440 | 440 | — | $21.72万 | 新建仓 |
| IYH | ISHARES TR | $21.69万 | 0.01% | 3,519 | 40 | 1.1% | $2,465 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $21.68万 | 0.01% | 6,297 | 6,297 | — | $21.68万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $21.66万 | 0.01% | 6,519 | -2,000 | -23.5% | -$6.64万 | 减仓 |
| SMB | VANECK ETF TRUST | $21.55万 | 0.01% | 12,455 | 50 | 0.4% | $865 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $21.49万 | 0.01% | 6,605 | -400 | -5.7% | -$1.30万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $21.46万 | 0.01% | 4,295 | -1,545 | -26.5% | -$7.72万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $21.33万 | 0.01% | 7,095 | 13 | 0.2% | $391 | 加仓 |
| IDEV | ISHARES TR | $21.33万 | 0.01% | 2,552 | 2,552 | — | $21.33万 | 新建仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $21.31万 | 0.01% | 9,529 | 56 | 0.6% | $1,252 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $21.29万 | 0.01% | 1,086 | 14 | 1.3% | $2,745 | 重新持有 |
| VIS | VANGUARD WORLD FD | $21.26万 | 0.01% | 681 | -49 | -6.7% | -$1.53万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $21.26万 | 0.01% | 4,937 | 4,937 | — | $21.26万 | 新建仓 |
| IHAK | ISHARES TR | $21.21万 | 0.01% | 4,860 | 689 | 16.5% | $3.01万 | 加仓 |
| — | PEAKSTONE REALTY TRUST | $21.15万 | 0.01% | 10,126 | -1,094 | -9.8% | -$2.29万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $21.13万 | 0.01% | 112 | 112 | — | $21.13万 | 新建仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $21.09万 | 0.01% | 10,711 | -5,000 | -31.8% | -$9.85万 | 减仓 |
| CHAT | TIDAL TRUST II | $20.94万 | 0.01% | 3,386 | 18 | 0.5% | $1,113 | 重新持有 |
| TRIN | TRINITY CAP INC | $20.84万 | 0.01% | 14,167 | -1,714 | -10.8% | -$2.52万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $20.84万 | 0.01% | 4,442 | -38 | -0.8% | -$1,782 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $20.80万 | 0.01% | 4,157 | 29 | 0.7% | $1,451 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $20.75万 | 0.01% | 350 | 350 | — | $20.75万 | 新建仓 |
| AA | ALCOA CORP | $20.72万 | 0.01% | 3,124 | 3,124 | — | $20.72万 | 新建仓 |
| VICI | VICI PPTYS INC | $20.71万 | 0.01% | 7,579 | 73 | 1.0% | $1,994 | 加仓 |
| PKE | PARK AEROSPACE CORP | $20.67万 | 0.01% | 7,550 | 7,550 | — | $20.67万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $20.58万 | 0.01% | 11,477 | 11,477 | — | $20.58万 | 新建仓 |
| EQNR | EQUINOR ASA | $20.52万 | 0.01% | 4,862 | 4,862 | — | $20.52万 | 新建仓 |
| WU | WESTERN UN CO | $20.41万 | 0.01% | 23,382 | 1,454 | 6.6% | $1.27万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $20.41万 | 0.01% | 3,812 | 313 | 8.9% | $1.68万 | 加仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $20.36万 | 0.01% | 21,207 | 9,663 | 83.7% | $9.28万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $20.32万 | 0.01% | 13,504 | -398 | -2.9% | -$5,990 | 减仓 |
| GPN | GLOBAL PMTS INC | $20.31万 | 0.01% | 3,018 | 3,018 | — | $20.31万 | 新建仓 |
| UNM | UNUM GROUP | $20.30万 | 0.01% | 2,779 | -45 | -1.6% | -$3,287 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $20.30万 | 0.01% | 7,353 | 7,353 | — | $20.30万 | 新建仓 |
| ABNB | AIRBNB INC | $20.28万 | 0.01% | 1,606 | 1,606 | — | $20.28万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $20.27万 | 0.01% | 718 | 718 | — | $20.27万 | 新建仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $20.24万 | 0.01% | 7,822 | 7,822 | — | $20.24万 | 新建仓 |
| DOCU | DOCUSIGN INC | $20.22万 | 0.01% | 4,265 | -394 | -8.5% | -$1.87万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $20.19万 | 0.01% | 2,739 | 2,739 | — | $20.19万 | 新建仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $19.98万 | 0.01% | 17,273 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MASS QUALITY MUN INC | $19.92万 | 0.01% | 16,184 | -88 | -0.5% | -$1,083 | 减仓 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $19.71万 | 0.01% | 35,190 | -1,950 | -5.3% | -$1.09万 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $19.32万 | 0.01% | 10,253 | 10,253 | — | $19.32万 | 新建仓 |
| IEP | ICAHN ENTERPRISES LP | $19.21万 | 0.01% | 25,447 | 7,921 | 45.2% | $5.98万 | 加仓 |
| — | ACUMEN PHARMACEUTICALS INC | $19.08万 | 0.01% | 80,850 | 61,850 | 325.5% | $14.60万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $19.00万 | 0.01% | 22,490 | -14,465 | -39.1% | -$12.22万 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $18.91万 | 0.01% | 12,871 | 7 | 0.1% | $103 | 加仓 |
| — | PIMCO INCOME STRATEGY FD | $18.80万 | 0.01% | 23,500 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC | $18.73万 | 0.01% | 10,948 | -50 | -0.5% | -$855 | 减仓 |
| HLN | HALEON PLC | $18.49万 | 0.01% | 18,474 | -1,601 | -8.0% | -$1.60万 | 减仓 |
| — | VIRTUS CONVERTIBLE & INC FD | $18.25万 | 0.01% | 13,610 | 2,220 | 19.5% | $2.98万 | 加仓 |
| PATH | UIPATH INC | $18.19万 | 0.01% | 16,388 | 2,430 | 17.4% | $2.70万 | 加仓 |
| APLE | APPLE HOSPITALITY REIT INC | $18.19万 | 0.01% | 15,801 | 1,995 | 14.5% | $2.30万 | 加仓 |
| — | TIDAL TRUST II | $18.10万 | 0.01% | 16,428 | -5,140 | -23.8% | -$5.66万 | 减仓 |
| — | GLOBAL SELF STORAGE INC | $18.09万 | 0.01% | 35,402 | 208 | 0.6% | $1,063 | 加仓 |
| MSIF | MSC INCOME FUND INC | $18.08万 | 0.01% | 14,846 | 1,983 | 15.4% | $2.42万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $17.99万 | 0.01% | 10,588 | -688 | -6.1% | -$1.17万 | 减仓 |
| WWW | WOLVERINE WORLD WIDE INC | $17.69万 | 0.01% | 10,837 | 10,837 | — | $17.69万 | 新建仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $17.36万 | 0.01% | 10,735 | 10,735 | — | $17.36万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $17.34万 | 0.01% | 22,999 | 31 | 0.1% | $234 | 加仓 |
| QS | QUANTUMSCAPE CORP | $17.27万 | 0.01% | 27,071 | 9,930 | 57.9% | $6.34万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $16.95万 | 0.01% | 15,648 | 2,198 | 16.3% | $2.38万 | 加仓 |
| UNG | UNITED STS NAT GAS FD LP | $16.32万 | 0.01% | 13,912 | -17,042 | -55.1% | -$19.99万 | 减仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $16.10万 | 0.01% | 12,724 | -9,492 | -42.7% | -$12.01万 | 减仓 |
| LOVE | LOVESAC COMPANY | $16.03万 | 0.01% | 10,850 | 300 | 2.8% | $4,431 | 加仓 |
| — | TECOGEN INC NEW | $16.01万 | 0.01% | 62,523 | 0 | 0.0% | — | 不变 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $15.71万 | 0.01% | 13,923 | 13,923 | — | $15.71万 | 新建仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $15.62万 | 0.01% | 12,960 | 111 | 0.9% | $1,338 | 加仓 |
| ELPC | COMPANHIA PARANAENSE DE ENER | $15.46万 | 0.01% | 12,948 | 234 | 1.8% | $2,794 | 加仓 |
| NMFC | NEW MTN FIN CORP | $15.30万 | 0.01% | 19,717 | -883 | -4.3% | -$6,852 | 减仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $15.22万 | 0.01% | 11,299 | 534 | 5.0% | $7,193 | 重新持有 |
| GT | GOODYEAR TIRE & RUBR CO | $15.11万 | 0.01% | 22,790 | 22,790 | — | $15.11万 | 新建仓 |