13F 机构持仓

AMERIFLEX GROUP, INC.

LAS VEGAS NV · SEC CIK 0002057637

2026Q22026Q1 更早 9 个季度 🔒
$2.45亿2026Q2 申报市值
1,573持仓数
26.0%前十大占比 · 第一大 6.4%
485 / 55新建仓 / 清仓
申报市值走势$2.45亿2026Q2
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 6.4%
NVDA 5.3%
VOO 2.7%
GOOG 2.1%
AMZN 1.8%
NOBL 1.7%
QQQ 1.6%
AMD 1.6%
SPY 1.4%
GOOGL 1.4%

2026Q2 买入最多 按季末市值估算

SEI High Yield B 新建仓+$181.62万
MU 加仓+$115.87万
FIW 加仓+$85.33万
NVDA 加仓+$71.55万
WDC 加仓+$68.92万

2026Q2 卖出最多 按季末市值估算

PG 减仓-$50.61万
PYLD 减仓-$49.20万
MSFT 减仓-$42.67万
BRO 减仓-$40.53万
AMD 减仓-$35.32万

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
GLTR ABRDN PRECIOUS METALS BASKET $00.00%0 -177-100.0% -$3.87万 清仓
HII HUNTINGTON INGALLS INDS INC $00.00%0 -101-100.0% -$3.83万 清仓
— TOPBUILD COR $00.00%0 -100-100.0% -$3.51万 清仓
VNOM VIPER ENERGY INC $00.00%0 -514-100.0% -$2.42万 清仓
MSIF MSC INCOME FUND INC $00.00%0 -1,818-100.0% -$2.21万 清仓
NJUL INNOVATOR ETFS TRUST $00.00%0 -267-100.0% -$1.91万 清仓
BBIO BRIDGEBIO PHARMA INC $00.00%0 -200-100.0% -$1.49万 清仓
PFG PRINCIPAL FINANCIAL GROUP IN $00.00%0 -164-100.0% -$1.48万 清仓
INTF ISHARES TR $00.00%0 -300-100.0% -$1.17万 清仓
CHTR CHARTER COMMUNICATIONS INC $00.00%0 -48-100.0% -$1.04万 清仓
GLDM WORLD GOLD TR $00.00%0 -100-100.0% -$9,269 清仓
PML PIMCO MUN INCOME FD II $00.00%0 -1,104-100.0% -$8,357 清仓
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 -50-100.0% -$8,124 清仓
— COTERRA ENERGY INC $00.00%0 -228-100.0% -$8,013 清仓
— PUTNAM MANAGED MUN INCOME TR $00.00%0 -1,200-100.0% -$7,380 清仓
SMLF ISHARES TR $00.00%0 -96-100.0% -$7,247 清仓
ALC ALCON AG $00.00%0 -94-100.0% -$7,100 清仓
TPR TAPESTRY INC $00.00%0 -50-100.0% -$7,056 清仓
STLA STELLANTIS N.V $00.00%0 -1,000-100.0% -$6,981 清仓
VFVA VANGUARD WELLINGTON FD $00.00%0 -42-100.0% -$5,654 清仓
SPYV SPDR SERIES TRUST $00.00%0 -92-100.0% -$5,205 清仓
GDX VANECK ETF TRUST $00.00%0 -50-100.0% -$4,589 清仓
ILDR FIRST TR EXCHNG TRADED FD VI $00.00%0 -150-100.0% -$4,467 清仓
RJF RAYMOND JAMES FINL INC $00.00%0 -29-100.0% -$4,199 清仓
SHV ISHARES TR $00.00%0 -35-100.0% -$3,864 清仓
— MASIMO CORP $00.00%0 -20-100.0% -$3,557 清仓
TR TOOTSIE ROLL INDS INC $00.00%0 -64-100.0% -$2,734 清仓
DXYZ DESTINY TECH100 INC $00.00%0 -100-100.0% -$2,678 清仓
WCN WASTE CONNECTIONS INC $00.00%0 -16-100.0% -$2,592 清仓
GSIE GOLDMAN SACHS ETF TR $00.00%0 -56-100.0% -$2,424 清仓
RACE FERRARI N V $00.00%0 -7-100.0% -$2,331 清仓
CHKP CHECK POINT SOFTWARE TECH LT $00.00%0 -15-100.0% -$2,143 清仓
QQQJ INVESCO EXCH TRADED FD TR II $00.00%0 -50-100.0% -$1,811 清仓
AEM AGNICO EAGLE MINES LTD $00.00%0 -8-100.0% -$1,624 清仓
YYY AMPLIFY ETF TR $00.00%0 -97-100.0% -$1,070 清仓
AEE AMEREN CORP $00.00%0 -7-100.0% -$769 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -3-100.0% -$498 清仓
PCAR PACCAR INC $00.00%0 -4-100.0% -$462 清仓
CCL CARNIVAL CORP $00.00%0 -13-100.0% -$336 清仓
VMC VULCAN MATLS CO $00.00%0 -1-100.0% -$272 清仓
IBKR INTERACTIVE BROKERS GROUP IN $00.00%0 -4-100.0% -$268 清仓
BXP BXP INC $00.00%0 -5-100.0% -$239 清仓
FOXA FOX CORP $00.00%0 -4-100.0% -$234 清仓
FERG FERGUSON ENTERPRISES INC $00.00%0 -1-100.0% -$233 清仓
— PETMED EXPRESS INC $00.00%0 -100-100.0% -$228 清仓
ED CONSOLIDATED EDISON INC $00.00%0 -2-100.0% -$226 清仓
SYF SYNCHRONY FINANCIAL $00.00%0 -3-100.0% -$204 清仓
ONON ON HLDG AG $00.00%0 -6-100.0% -$204 清仓
— AIR LEASE CORP $00.00%0 -3-100.0% -$195 清仓
IP INTERNATIONAL PAPER CO $00.00%0 -4-100.0% -$143 清仓
RBLX ROBLOX CORP $00.00%0 -1-100.0% -$57 清仓
— GABELLI EQUITY TR INC $00.00%0 -3,450-100.0% -$24 清仓
FAAR FIRST TR EXCHANGE TRAD FD VI $00.00%0 0— — 清仓
FTXO FIRST TR EXCHANGE TRADED FD $00.00%0 0— — 清仓
HOG Harley-Davidson Inc $00.00%0 0— — 清仓
AMCX AMC GLOBAL MEDIA INC $100.00%1 00.0% — 不变
BDN BRANDYWINE RLTY TR $160.00%5 00.0% — 不变
— TTEC Holdings Inc $160.00%8 8— $16 新建仓
— AURORA CANNABIS INC $170.00%6 00.0% — 不变
— GENERATION INCOME PPTYS INC $190.00%113 00.0% — 不变
RIG Transocean Ltd $240.00%5 5— $24 新建仓
SCMB SCHWAB STRATEGIC TR $260.00%1 1— $26 新建仓
SEG Seaport Entertainment Group Inc $270.00%1 1— $27 新建仓
— LIBERTY BROADBAND CORP $330.00%1 00.0% — 不变
GTX Garrett Motion Inc $360.00%1 1— $36 新建仓
DNOW DNOW Inc $390.00%3 3— $39 新建仓
FISV FISERV INC $490.00%1 -2-66.7% -$98 减仓
EMBC EMBECTA CORP $650.00%20 00.0% — 不变
URBN Urban Outfitters Inc $710.00%1 1— $71 新建仓
GPK GRAPHIC PACKAGING HLDG CO $740.00%7 00.0% — 不变
SMMT Summit Therapeutics Inc $870.00%6 6— $87 新建仓
SMCI SUPER MICRO COMPUTER INC $880.00%3 -1-25.0% -$29 减仓
SPCE VIRGIN GALACTIC HOLDINGS INC $920.00%32 00.0% — 不变
MQ Marqeta Inc $930.00%23 23— $93 新建仓
LLYVK LIBERTY LIVE HOLDINGS INC $1060.00%1 00.0% — 不变
NJR New Jersey Resources Corp $1120.00%2 2— $112 新建仓
ACHC Acadia Healthcare Co Inc $1180.00%4 4— $118 新建仓
APAM ARTISAN PARTNERS ASSET MGMT $1380.00%4 00.0% — 不变
AFG AMERICAN FINANCIAL GROUP INC $1400.00%1 00.0% — 不变
CASK MGP Ingredients Inc $1400.00%8 8— $140 新建仓
PZZA Papa John's International Inc $1470.00%4 -68-94.4% -$2,499 重新持有
TTD Trade Desk Inc/The $1630.00%9 7350.0% $127 加仓
SSTK Shutterstock Inc $1670.00%12 12— $167 新建仓
AQN Algonquin Power & Utilities Corp $1700.00%29 29— $170 新建仓
NWSA NEWS CORP NEW $1740.00%7 00.0% — 不变
— TILRAY BRANDS INC $1750.00%39 00.0% — 不变
OMF ONEMAIN HLDGS INC $1830.00%3 00.0% — 不变
IIPR Innovative Industrial Properties Inc $1860.00%3 3— $186 新建仓
TDOC TELADOC HEALTH INC $1950.00%23 00.0% — 不变
PRGO Perrigo Co PLC $1970.00%19 19— $197 新建仓
KD KYNDRYL HLDGS INC $2040.00%18 15.9% $11 加仓
FLG Flagstar Bank NA $2090.00%14 14— $209 新建仓
RAL Ralliant Corp $2210.00%3 150.0% $74 加仓
PFGC Performance Food Group Co $2240.00%2 2— $224 新建仓
REG REGENCY CTRS CORP $2390.00%3 00.0% — 不变
NOV Nov Inc $2600.00%14 14— $260 新建仓
BBD Banco Bradesco SA $2640.00%76 76— $264 新建仓
NNI NELNET INC $2670.00%2 00.0% — 不变
TAP Molson Coors Beverage Co $2730.00%7 7— $273 新建仓
CCOI Cogent Communications Holdings Inc $2780.00%20 20— $278 新建仓