PFG Investments, LLC
WOODBURY NY · SEC CIK 0001973224
$25.82亿2026Q2 申报市值
1,295持仓数
23.3%前十大占比 · 第一大 5.9%
153 / 63新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
KLAC 加仓+$1,659.19万
AMD 加仓+$1,135.79万
AVGO 加仓+$1,120.32万
NVDA 加仓+$985.72万
SPCX 新建仓+$550.75万
2026Q2 卖出最多 按季末市值估算
MUU 减仓-$388.46万
ARM 减仓-$255.55万
DVA 减仓-$217.25万
QQQI 减仓-$165.39万
PTY 减仓-$147.89万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $488.72万 | 0.19% | 41,533 | 15,924 | 62.2% | $187.38万 | 加仓 |
| QCOM | QUALCOMM INC | $480.67万 | 0.19% | 26,012 | -175 | -0.7% | -$3.23万 | 减仓 |
| QQQI | NEOS ETF TRUST | $475.91万 | 0.18% | 83,802 | -29,123 | -25.8% | -$165.39万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $469.78万 | 0.18% | 13,889 | 5,049 | 57.1% | $170.78万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $468.53万 | 0.18% | 76,233 | 3,341 | 4.6% | $20.53万 | 加仓 |
| C | CITIGROUP INC | $463.04万 | 0.18% | 33,084 | 475 | 1.5% | $6.65万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $460.49万 | 0.18% | 13,754 | -1,424 | -9.4% | -$47.68万 | 减仓 |
| AGNC | AGNC INVT CORP | $460.23万 | 0.18% | 422,234 | 57,609 | 15.8% | $62.79万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $458.18万 | 0.18% | 39,068 | 701 | 1.8% | $8.22万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $456.44万 | 0.18% | 4,513 | 23 | 0.5% | $2.33万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 0.17% | 6 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $444.18万 | 0.17% | 46,149 | 6,971 | 17.8% | $67.10万 | 加仓 |
| SPYI | NEOS ETF TRUST | $442.61万 | 0.17% | 83,370 | 17,055 | 25.7% | $90.55万 | 加仓 |
| — | NEOS ETF TRUST | $439.16万 | 0.17% | 78,646 | 3,731 | 5.0% | $20.83万 | 加仓 |
| SPGI | S&P GLOBAL INC | $437.71万 | 0.17% | 10,748 | 4,525 | 72.7% | $184.28万 | 加仓 |
| MCD | MCDONALDS CORP | $436.94万 | 0.17% | 16,164 | 313 | 2.0% | $8.46万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $435.27万 | 0.17% | 55,077 | 2,547 | 4.8% | $20.13万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $434.72万 | 0.17% | 8,464 | -44 | -0.5% | -$2.26万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $426.66万 | 0.17% | 48,611 | -87 | -0.2% | -$7,636 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $422.43万 | 0.16% | 4,378 | 173 | 4.1% | $16.69万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $421.02万 | 0.16% | 10,130 | -597 | -5.6% | -$24.81万 | 减仓 |
| SDY | SPDR SERIES TRUST | $419.51万 | 0.16% | 27,567 | 2,805 | 11.3% | $42.69万 | 加仓 |
| RTX | RTX CORPORATION | $410.67万 | 0.16% | 21,645 | 512 | 2.4% | $9.71万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $408.56万 | 0.16% | 90,111 | 1,879 | 2.1% | $8.52万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $401.19万 | 0.16% | 29,325 | -895 | -3.0% | -$12.24万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $393.31万 | 0.15% | 31,072 | 213 | 0.7% | $2.70万 | 加仓 |
| MS | MORGAN STANLEY | $389.56万 | 0.15% | 18,636 | 474 | 2.6% | $9.91万 | 加仓 |
| XYLD | GLOBAL X FDS | $384.61万 | 0.15% | 94,290 | 3,028 | 3.3% | $12.35万 | 加仓 |
| DE | DEERE & CO | $383.16万 | 0.15% | 6,040 | 45 | 0.8% | $2.85万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $377.29万 | 0.15% | 17,312 | 278 | 1.6% | $6.06万 | 加仓 |
| IWM | ISHARES TR | $375.48万 | 0.15% | 12,497 | -634 | -4.8% | -$19.05万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $375.24万 | 0.15% | 50,098 | 1,915 | 4.0% | $14.34万 | 加仓 |
| EMR | EMERSON ELEC CO | $370.68万 | 0.14% | 25,894 | 2,700 | 11.6% | $38.65万 | 加仓 |
| USAR | USA RARE EARTH INC | $369.12万 | 0.14% | 171,047 | 71,203 | 71.3% | $153.66万 | 加仓 |
| AMGN | AMGEN INC | $368.20万 | 0.14% | 10,168 | 483 | 5.0% | $17.49万 | 加仓 |
| TJX | TJX COS INC NEW | $358.28万 | 0.14% | 23,649 | 2,475 | 11.7% | $37.50万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $355.86万 | 0.14% | 49,316 | 3,883 | 8.5% | $28.02万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $351.27万 | 0.14% | 38,315 | 11,654 | 43.7% | $106.84万 | 加仓 |
| ESGU | ISHARES TR | $347.56万 | 0.13% | 21,235 | 39 | 0.2% | $6,383 | 加仓 |
| IDCC | INTERDIGITAL INC | $339.64万 | 0.13% | 11,996 | 1,645 | 15.9% | $46.57万 | 加仓 |
| IQQQ | PROSHARES TR | $332.52万 | 0.13% | 65,455 | -6,318 | -8.8% | -$32.10万 | 减仓 |
| NOBL | PROSHARES TR | $331.29万 | 0.13% | 58,990 | -1,648 | -2.7% | -$9.26万 | 减仓 |
| IYW | ISHARES TR | $329.96万 | 0.13% | 13,082 | -205 | -1.5% | -$5.17万 | 减仓 |
| VO | VANGUARD INDEX FDS | $328.34万 | 0.13% | 40,752 | 192 | 0.5% | $1.55万 | 加仓 |
| — | CALAMOS ETF TR | $321.02万 | 0.12% | 119,562 | 80,497 | 206.1% | $216.13万 | 加仓 |
| IEMG | ISHARES INC | $314.55万 | 0.12% | 37,971 | 608 | 1.6% | $5.04万 | 加仓 |
| VGT | VANGUARD WORLD FD | $312.02万 | 0.12% | 26,106 | 2,266 | 9.5% | $27.08万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $310.55万 | 0.12% | 7,167 | 66 | 0.9% | $2.86万 | 加仓 |
| UNP | UNION PAC CORP | $307.55万 | 0.12% | 11,307 | 871 | 8.3% | $23.69万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $304.07万 | 0.12% | 52,772 | 6,336 | 13.6% | $36.51万 | 加仓 |
| IRM | IRON MTN INC DEL | $303.73万 | 0.12% | 24,046 | 477 | 2.0% | $6.03万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $303.49万 | 0.12% | 6,053 | 3,023 | 99.8% | $151.57万 | 加仓 |
| VLO | VALERO ENERGY CORP | $299.71万 | 0.12% | 11,508 | -763 | -6.2% | -$19.87万 | 减仓 |
| UTES | ETFIS SER TR I | $295.75万 | 0.11% | 36,182 | 1,716 | 5.0% | $14.03万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $291.66万 | 0.11% | 5,583 | -442 | -7.3% | -$23.09万 | 减仓 |
| — | NUVEEN NY AMT FREE | $279.54万 | 0.11% | 260,768 | -539 | -0.2% | -$5,778 | 减仓 |
| F | FORD MTR CO | $279.32万 | 0.11% | 200,949 | -2,940 | -1.4% | -$4.09万 | 减仓 |
| LOW | LOWES COS INC | $276.95万 | 0.11% | 12,561 | 1,641 | 15.0% | $36.18万 | 加仓 |
| ETN | EATON CORP PLC | $276.22万 | 0.11% | 6,482 | 1,293 | 24.9% | $55.10万 | 加仓 |
| CMI | CUMMINS INC | $275.36万 | 0.11% | 3,861 | 397 | 11.5% | $28.31万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $272.64万 | 0.11% | 5,351 | 203 | 3.9% | $10.34万 | 加仓 |
| MPLX | MPLX LP | $272.53万 | 0.11% | 48,382 | 2,522 | 5.5% | $14.21万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $271.91万 | 0.11% | 72,897 | 39,687 | 119.5% | $148.03万 | 加仓 |
| VB | VANGUARD INDEX FDS | $270.03万 | 0.10% | 8,908 | 132 | 1.5% | $4.00万 | 加仓 |
| ITA | ISHARES TR | $265.99万 | 0.10% | 10,972 | 687 | 6.7% | $16.65万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $264.76万 | 0.10% | 18,120 | -170 | -0.9% | -$2.48万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $264.08万 | 0.10% | 54,270 | 1,533 | 2.9% | $7.46万 | 加仓 |
| LAND | GLADSTONE LD CORP | $263.85万 | 0.10% | 309,317 | 11,110 | 3.7% | $9.48万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $263.48万 | 0.10% | 11,922 | 11,922 | — | $263.48万 | 新建仓 |
| SLV | ISHARES SILVER TR | $263.24万 | 0.10% | 49,232 | -1,449 | -2.9% | -$7.75万 | 减仓 |
| PLD | PROLOGIS INC. | $257.12万 | 0.10% | 18,980 | -5 | -0.0% | -$677 | 减仓 |
| D | DOMINION ENERGY INC | $256.08万 | 0.10% | 37,499 | 1,024 | 2.8% | $6.99万 | 加仓 |
| AIQ | GLOBAL X FDS | $255.82万 | 0.10% | 38,991 | -21 | -0.1% | -$1,378 | 减仓 |
| SHYG | ISHARES TR | $254.84万 | 0.10% | 60,089 | 2,846 | 5.0% | $12.07万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $253.32万 | 0.10% | 47,696 | -3,597 | -7.0% | -$19.10万 | 减仓 |
| — | WILEY JOHN & SONS INC | $250.57万 | 0.10% | 53,551 | 16 | 0.0% | $749 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $249.59万 | 0.10% | 22,222 | 79 | 0.4% | $8,873 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $247.23万 | 0.10% | 30,462 | -248 | -0.8% | -$2.01万 | 减仓 |
| GM | GENERAL MTRS CO | $244.26万 | 0.09% | 31,689 | -12,755 | -28.7% | -$98.31万 | 减仓 |
| — | EAGLE POINT CR CO | $243.64万 | 0.09% | 654,960 | 3,195 | 0.5% | $1.19万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $243.26万 | 0.09% | 108,791 | -17,146 | -13.6% | -$38.34万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $242.81万 | 0.09% | 31,657 | -1,403 | -4.2% | -$10.76万 | 减仓 |
| IJR | ISHARES TR | $241.31万 | 0.09% | 16,271 | -270 | -1.6% | -$4.00万 | 减仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $241.19万 | 0.09% | 199,004 | 672 | 0.3% | $8,145 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $238.29万 | 0.09% | 107,050 | -32,693 | -23.4% | -$72.77万 | 减仓 |
| O | REALTY INCOME CORP | $237.29万 | 0.09% | 38,297 | 1,504 | 4.1% | $9.32万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $235.66万 | 0.09% | 49,970 | 2,596 | 5.5% | $12.24万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $235.50万 | 0.09% | 18,640 | 643 | 3.6% | $8.12万 | 加仓 |
| PWR | QUANTA SVCS INC | $234.64万 | 0.09% | 3,259 | -153 | -4.5% | -$11.02万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $234.03万 | 0.09% | 26,047 | 1,248 | 5.0% | $11.21万 | 加仓 |
| — | AMPLIFY ETF TR | $233.68万 | 0.09% | 28,989 | 16,680 | 135.5% | $134.46万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $230.47万 | 0.09% | 85,573 | 5,602 | 7.0% | $15.09万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $229.69万 | 0.09% | 15,138 | 1,034 | 7.3% | $15.69万 | 加仓 |
| ARKK | ARK ETF TR | $229.33万 | 0.09% | 28,376 | 583 | 2.1% | $4.71万 | 加仓 |
| SO | SOUTHERN CO | $229.33万 | 0.09% | 23,961 | 622 | 2.7% | $5.95万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $226.32万 | 0.09% | 26,622 | 21,088 | 381.1% | $179.27万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $226.14万 | 0.09% | 270,178 | 47,449 | 21.3% | $39.71万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $225.96万 | 0.09% | 29,002 | 4,910 | 20.4% | $38.25万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $225.50万 | 0.09% | 42,064 | -752 | -1.8% | -$4.03万 | 减仓 |
| CAIE | CALAMOS ETF TR | $224.09万 | 0.09% | 82,355 | 32,743 | 66.0% | $89.09万 | 加仓 |