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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO CURRENCYSHARES SWISS | $86.01万 | 0.04% | 7,790 | 2,155 | 38.2% | $23.79万 | 加仓 |
| URI | UNITED RENTALS INC | $85.41万 | 0.04% | 1,172 | 11 | 0.9% | $8,016 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $85.35万 | 0.04% | 4,205 | 14 | 0.3% | $2,841 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $85.09万 | 0.04% | 15,744 | 1,984 | 14.4% | $10.72万 | 加仓 |
| FE | FIRSTENERGY CORP | $84.67万 | 0.04% | 16,713 | -661 | -3.8% | -$3.35万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $84.65万 | 0.04% | 2,466 | 238 | 10.7% | $8.17万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $84.09万 | 0.04% | 1,233 | -7 | -0.6% | -$4,774 | 减仓 |
| RNG | RINGCENTRAL INC | $83.87万 | 0.04% | 22,550 | -956 | -4.1% | -$3.56万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $83.80万 | 0.04% | 5,106 | 267 | 5.5% | $4.38万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $83.63万 | 0.04% | 16,763 | 861 | 5.4% | $4.30万 | 加仓 |
| DTCR | GLOBAL X FDS | $82.74万 | 0.04% | 34,531 | 23,381 | 209.7% | $56.02万 | 加仓 |
| MBB | ISHARES TR | $82.72万 | 0.04% | 8,712 | -3,570 | -29.1% | -$33.90万 | 减仓 |
| DLN | WISDOMTREE TR | $82.61万 | 0.04% | 9,247 | 92 | 1.0% | $8,219 | 加仓 |
| ARDX | ARDELYX INC | $82.58万 | 0.04% | 137,860 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $82.48万 | 0.04% | 15,614 | 3,310 | 26.9% | $17.48万 | 加仓 |
| SHOP | SHOPIFY INC | $82.37万 | 0.04% | 6,944 | -226 | -3.2% | -$2.68万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $81.98万 | 0.04% | 57,406 | -18,276 | -24.1% | -$26.10万 | 减仓 |
| WPC | WP CAREY INC | $81.90万 | 0.04% | 12,051 | -1,385 | -10.3% | -$9.41万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $81.61万 | 0.04% | 8,647 | -200 | -2.3% | -$1.89万 | 减仓 |
| — | AMPLIFY ETF TR | $81.33万 | 0.04% | 12,309 | 1,099 | 9.8% | $7.26万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $81.33万 | 0.04% | 3,755 | 205 | 5.8% | $4.44万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $81.00万 | 0.04% | 14,633 | 2,756 | 23.2% | $15.26万 | 加仓 |
| MUB | ISHARES TR | $80.89万 | 0.04% | 7,620 | -48 | -0.6% | -$5,095 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $80.60万 | 0.04% | 6,441 | 4,321 | 203.8% | $54.07万 | 加仓 |
| BLK | BLACKROCK INC | $80.24万 | 0.04% | 834 | 61 | 7.9% | $5.87万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $80.18万 | 0.04% | 7,756 | -1,248 | -13.9% | -$12.90万 | 减仓 |
| CSX | CSX CORP | $80.05万 | 0.04% | 19,500 | -1,573 | -7.5% | -$6.46万 | 减仓 |
| NUSC | NUSHARES ETF TR | $79.54万 | 0.04% | 17,652 | 10,257 | 138.7% | $46.22万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $79.14万 | 0.04% | 13,238 | 9,128 | 222.1% | $54.57万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $78.84万 | 0.04% | 33,210 | -37,850 | -53.3% | -$89.86万 | 减仓 |
| — | ISHARES TR | $78.45万 | 0.04% | 26,202 | 26,202 | — | $78.45万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $78.38万 | 0.04% | 19,333 | 2,926 | 17.8% | $11.86万 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $78.31万 | 0.04% | 38,924 | 162 | 0.4% | $3,259 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $78.22万 | 0.04% | 8,819 | -99 | -1.1% | -$8,781 | 减仓 |
| — | MATTHEWS INTL FDS | $78.19万 | 0.04% | 25,168 | 9,412 | 59.7% | $29.24万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $78.01万 | 0.04% | 10,154 | 388 | 4.0% | $2.98万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $77.83万 | 0.04% | 20,789 | 3,256 | 18.6% | $12.19万 | 加仓 |
| MKC | MCCORMICK & CO INC | $77.48万 | 0.04% | 15,360 | -451 | -2.9% | -$2.27万 | 减仓 |
| CB | CHUBB LTD SWITZ | $76.66万 | 0.04% | 2,352 | 93 | 4.1% | $3.03万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP | $76.63万 | 0.04% | 5,357 | 1,200 | 28.9% | $17.17万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $76.53万 | 0.04% | 4,383 | 2,709 | 161.8% | $47.30万 | 加仓 |
| PFFA | ETFIS SER TR I | $75.94万 | 0.04% | 37,299 | -512 | -1.4% | -$1.04万 | 减仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $75.85万 | 0.04% | 71,830 | 589 | 0.8% | $6,220 | 加仓 |
| — | NERVGEN PHARMA CORP | $75.78万 | 0.04% | 201,000 | 201,000 | — | $75.78万 | 新建仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $75.68万 | 0.04% | 28,375 | 2,450 | 9.5% | $6.53万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $75.52万 | 0.04% | 17,510 | -1,852 | -9.6% | -$7.99万 | 减仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $75.42万 | 0.04% | 12,132 | 2,245 | 22.7% | $13.96万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $75.24万 | 0.04% | 2,126 | 187 | 9.6% | $6.62万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $74.53万 | 0.03% | 4,587 | 345 | 8.1% | $5.61万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $74.49万 | 0.03% | 12,509 | 5,768 | 85.6% | $34.35万 | 加仓 |
| DGRO | ISHARES TR | $74.24万 | 0.03% | 10,578 | 50 | 0.5% | $3,509 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $73.84万 | 0.03% | 12,226 | -471 | -3.7% | -$2.84万 | 减仓 |
| VST | VISTRA CORP | $73.48万 | 0.03% | 4,888 | 3,310 | 209.8% | $49.76万 | 加仓 |
| EOG | EOG RES INC | $72.82万 | 0.03% | 5,037 | 227 | 4.7% | $3.28万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $72.71万 | 0.03% | 58,125 | -22,021 | -27.5% | -$27.55万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $72.57万 | 0.03% | 3,938 | 343 | 9.5% | $6.32万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $72.48万 | 0.03% | 41,112 | 1,094 | 2.7% | $1.93万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $72.37万 | 0.03% | 16,169 | 62 | 0.4% | $2,775 | 加仓 |
| YYY | AMPLIFY ETF TR | $72.28万 | 0.03% | 65,527 | 54,442 | 491.1% | $60.05万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $72.25万 | 0.03% | 9,025 | 9,025 | — | $72.25万 | 新建仓 |
| USMV | ISHARES TR | $71.82万 | 0.03% | 7,744 | -13,680 | -63.9% | -$126.87万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $71.74万 | 0.03% | 9,888 | 2,464 | 33.2% | $17.88万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $71.36万 | 0.03% | 26,157 | -467 | -1.8% | -$1.27万 | 减仓 |
| WIW | WESTERN AST INFL LKD OPP & I | $71.35万 | 0.03% | 84,342 | 69,003 | 449.9% | $58.38万 | 加仓 |
| IBB | ISHARES TR | $71.19万 | 0.03% | 4,216 | -113 | -2.6% | -$1.91万 | 减仓 |
| PTL | NORTHERN LTS FD TR IV | $71.19万 | 0.03% | 2,841 | -22 | -0.8% | -$5,513 | 减仓 |
| DTM | DT MIDSTREAM INC | $70.99万 | 0.03% | 5,271 | 17 | 0.3% | $2,289 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $70.89万 | 0.03% | 1,634 | 151 | 10.2% | $6.55万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $70.17万 | 0.03% | 13,946 | -11,860 | -46.0% | -$59.68万 | 减仓 |
| WWD | WOODWARD INC | $69.97万 | 0.03% | 1,955 | 1,955 | — | $69.97万 | 新建仓 |
| IUSB | ISHARES TR | $69.85万 | 0.03% | 15,122 | 3,364 | 28.6% | $15.54万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $69.82万 | 0.03% | 13,446 | 1,314 | 10.8% | $6.82万 | 加仓 |
| EXC | EXELON CORP | $69.82万 | 0.03% | 14,242 | 218 | 1.6% | $1.07万 | 加仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $69.58万 | 0.03% | 31,412 | -1,084 | -3.3% | -$2.40万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $69.32万 | 0.03% | 21,039 | 6,782 | 47.6% | $22.35万 | 加仓 |
| — | STELLUS CAP INVT CORP | $68.76万 | 0.03% | 74,661 | 5,016 | 7.2% | $4.62万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $68.19万 | 0.03% | 2,617 | -322 | -11.0% | -$8.39万 | 减仓 |
| MGK | VANGUARD WORLD FD | $68.12万 | 0.03% | 1,854 | 206 | 12.5% | $7.57万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $67.95万 | 0.03% | 39,692 | -1,269 | -3.1% | -$2.17万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $67.89万 | 0.03% | 12,819 | -67 | -0.5% | -$3,548 | 减仓 |
| LRGE | LEGG MASON ETF INVT | $67.80万 | 0.03% | 9,016 | 395 | 4.6% | $2.97万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $67.33万 | 0.03% | 3,395 | 762 | 28.9% | $15.11万 | 加仓 |
| ASPI | ASP ISOTOPES INC | $67.32万 | 0.03% | 152,300 | -29,500 | -16.2% | -$13.04万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $67.22万 | 0.03% | 6,881 | 634 | 10.1% | $6.19万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $66.68万 | 0.03% | 61,235 | 24,276 | 65.7% | $26.44万 | 加仓 |
| PAYX | PAYCHEX INC | $66.63万 | 0.03% | 7,233 | 219 | 3.1% | $2.02万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $66.56万 | 0.03% | 13,302 | -2,610 | -16.4% | -$13.06万 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $66.53万 | 0.03% | 44,890 | 10,450 | 30.3% | $15.49万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $66.23万 | 0.03% | 22,777 | 1,922 | 9.2% | $5.59万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $66.06万 | 0.03% | 4,198 | 368 | 9.6% | $5.79万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $65.90万 | 0.03% | 16,777 | -487 | -2.8% | -$1.91万 | 减仓 |
| ARKX | ARK ETF TR | $65.87万 | 0.03% | 22,442 | -9,139 | -28.9% | -$26.82万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $65.80万 | 0.03% | 1,481 | -7 | -0.5% | -$3,110 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $65.77万 | 0.03% | 10,726 | 61 | 0.6% | $3,741 | 加仓 |
| CCJ | CAMECO CORP | $65.42万 | 0.03% | 6,023 | 754 | 14.3% | $8.19万 | 加仓 |
| CLX | CLOROX CO DEL | $65.39万 | 0.03% | 6,310 | 656 | 11.6% | $6.80万 | 加仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $65.29万 | 0.03% | 61,714 | 71 | 0.1% | $751 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $65.27万 | 0.03% | 1,346 | 208 | 18.3% | $10.09万 | 加仓 |
| VPU | VANGUARD WORLD FD | $65.22万 | 0.03% | 3,292 | 2 | 0.1% | $396 | 加仓 |
| ALAB | ASTERA LABS INC | $65.05万 | 0.03% | 5,935 | 4,150 | 232.5% | $45.48万 | 加仓 |