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
MCHP MICROCHIP TECHNOLOGY INC. $2.91万0.01%319 134.2% $1,186 加仓
IWO ISHARES TR $2.92万0.01%74 39111.4% $1.54万 加仓
SJM SMUCKER J M CO $2.92万0.01%259 3314.6% $3,718 加仓
AIZ ASSURANT INC $2.95万0.01%110 -125-53.2% -$3.36万 减仓
CGGE CAPITAL GROUP GLOBAL EQUITY $2.96万0.01%839 744783.2% $2.62万 加仓
FIX COMFORT SYS USA INC $2.97万0.01%15 00.0% — 不变
NRG NRG ENERGY INC $2.98万0.01%204 141223.8% $2.06万 加仓
BHP BHP BILLITON LIMITED $2.99万0.01%359 00.0% — 不变
BOTZ GLOBAL X FDS $3.01万0.01%792 00.0% — 不变
ERIC TELEFONAKTIEBOLAGET LM ERICS $3.06万0.01%2,745 943.5% $1,048 加仓
CROX CROCS INC $3.06万0.01%254 00.0% — 不变
— GLOBAL X FDS $3.07万0.01%614 00.0% — 不变
— VIRTUS STONE HBR EMRG MKTS I $3.07万0.01%5,500 00.0% — 不变
— Dimensional US High Profitability ETF $3.07万0.01%736 736— $3.07万 新建仓
FPX FIRST TR EXCHANGE-TRADED FD $3.09万0.01%150 00.0% — 不变
CFA VICTORY PORTFOLIOS II $3.11万0.01%315 315— $3.11万 新建仓
PID INVESCO EXCHANGE TRADED FD T $3.13万0.01%1,411 130.9% $289 加仓
ESGU ISHARES TR $3.14万0.01%192 00.0% — 不变
SCIO FIRST TR EXCHANGE-TRADED FD $3.15万0.01%1,522 -9-0.6% -$186 减仓
SLV ISHARES SILVER TR $3.16万0.01%591 14131.3% $7,539 加仓
XLU SELECT SECTOR SPDR TR $3.17万0.01%700 00.0% — 不变
EVRG EVERGY INC $3.18万0.01%368 4614.3% $3,976 加仓
NVT NVENT ELEC PLC $3.21万0.01%189 1822,600.0% $3.09万 加仓
PSA PUBLIC STORAGE $3.21万0.01%101 -16-13.7% -$5,093 减仓
DFUS Dimensional US Equity Market ETF $3.22万0.01%393 393— $3.22万 新建仓
MRSH MARSH & MCLENNAN COS INC $3.25万0.01%195 2313.4% $3,833 加仓
BUFG FIRST TR EXCHNG TRADED FD VI $3.26万0.01%1,112 00.0% — 不变
COLD AMERICOLD REALTY TRUST INC $3.28万0.01%2,085 512.5% $802 加仓
MTB M &T BK CORP $3.28万0.01%138 4548.4% $1.07万 加仓
STIP ISHARES TR $3.29万0.01%322 -16-4.7% -$1,635 减仓
OKLO OKLO INC $3.30万0.01%630 -150-19.2% -$7,850 减仓
BAI BLACKROCK ETF TRUST $3.30万0.01%626 12525.0% $6,590 加仓
PAPR INNOVATOR ETFS TRUST $3.32万0.01%787 00.0% — 不变
AIG AMERICAN INTL GROUP INC $3.32万0.01%446 4310.7% $3,205 加仓
TDG TRANSDIGM GROUP INC $3.33万0.01%25 15150.0% $2.00万 加仓
SPMD SPDR SERIES TRUST $3.35万0.01%496 00.0% — 不变
ROST ROSS STORES INC $3.41万0.01%160 6060.0% $1.28万 加仓
ITW ILLINOIS TOOL WKS INC $3.41万0.01%126 1816.7% $4,868 加仓
VXF VANGUARD INDEX FDS $3.42万0.01%139 2521.9% $6,156 加仓
VCIT VANGUARD SCOTTSDALE FDS $3.44万0.01%416 416— $3.44万 新建仓
APD AIR PRODUCTS AND CHEMICALS I $3.45万0.01%118 54.4% $1,462 加仓
GDXJ VANECK ETF TRUST $3.46万0.01%352 00.0% — 不变
DBC INVESCO DB COMMDY INDX TRCK $3.51万0.01%1,315 00.0% — 不变
KMX CARMAX INC $3.57万0.01%675 00.0% — 不变
WTV WISDOMTREE TR $3.57万0.01%351 17195.0% $1.74万 加仓
PAVE GLOBAL X FDS $3.58万0.01%607 00.0% — 不变
DFAX Dimensional World EX US Core Equity 2 ETF $3.59万0.01%975 975— $3.59万 新建仓
SMR NUSCALE PWR CORP $3.61万0.01%3,601 3009.1% $3,009 加仓
AVUV AMERICAN CENTY ETF TR $3.62万0.01%290 145100.0% $1.81万 加仓
FAST FASTENAL CO $3.62万0.01%754 75018,750.0% $3.60万 加仓
SUSB ISHARES TR $3.64万0.01%1,456 312.2% $775 加仓
MFC MANULIFE FINL CORP $3.65万0.01%900 900— $3.65万 新建仓
DIVO AMPLIFY ETF TR $3.66万0.01%800 00.0% — 不变
ATR APTARGROUP INC $3.66万0.01%292 10.3% $125 加仓
IGF ISHARES TR $3.66万0.01%550 00.0% — 不变
RGTI RIGETTI COMPUTING INC $3.67万0.01%1,900 20011.8% $3,864 加仓
FBND FIDELITY MERRIMACK STR TR $3.68万0.02%808 551214.4% $2.51万 加仓
EFAV ISHARES TR MSCI EAFE MIN VL $3.68万0.02%420 420— $3.68万 新建仓
EMN EASTMAN CHEM CO $3.71万0.02%554 20.4% $134 加仓
RIVN RIVIAN AUTOMOTIVE INC $3.71万0.02%2,139 1397.0% $2,412 加仓
BDJ BLACKROCK ENHANCED EQUITY DI $3.74万0.02%3,910 00.0% — 不变
IVOO VANGUARD ADMIRAL FDS INC $3.75万0.02%288 10.3% $130 加仓
OEF ISHARES TR $3.77万0.02%103 -6-5.5% -$2,195 减仓
THRO BLACKROCK ETF TRUST $3.78万0.02%876 -48-5.2% -$2,069 减仓
— WISDOMTREE TR $3.80万0.02%802 00.0% — 不变
OHI OMEGA HEALTHCARE INVS INC $3.81万0.02%799 324.2% $1,525 加仓
ORLY OREILLY AUTOMOTIVE INC $3.81万0.02%414 92.2% $829 加仓
STT STATE STR CORP $3.83万0.02%226 6742.1% $1.14万 加仓
IWY ISHARES TR $3.84万0.02%132 53.9% $1,453 加仓
BSY BENTLEY SYS INC $3.87万0.02%1,295 -324-20.0% -$9,687 减仓
DECK DECKERS OUTDOOR CORP $3.88万0.02%391 00.0% — 不变
ROBO EXCHANGE TRADED CONCEPTS TRU $3.90万0.02%455 00.0% — 不变
MTUM ISHARES TR $3.95万0.02%115 -4-3.4% -$1,372 减仓
MATX MATSON INC $3.96万0.02%206 -50-19.5% -$9,600 减仓
XSMO INVESCO EXCHANGE TRADED FD T $3.98万0.02%425 16060.4% $1.50万 加仓
UBER UBER TECHNOLOGIES INC $4.00万0.02%554 5110.1% $3,680 加仓
ITA ISHARES TR $4.02万0.02%166 00.0% — 不变
MKC MCCORMICK &CO INC $4.03万0.02%800 500166.7% $2.52万 加仓
RDVI FIRST TR EXCHANGE-TRADED FD $4.04万0.02%1,373 -23-1.6% -$676 减仓
GM GENERAL MTRS CO $4.04万0.02%524 15943.6% $1.23万 加仓
USTB VICTORY PORTFOLIOS II $4.05万0.02%800 800— $4.05万 新建仓
ROBT FIRST TR EXCHANGE TRADED FD $4.06万0.02%722 6910.6% $3,882 加仓
BBDC BARINGS BDC INC $4.06万0.02%4,771 -3,440-41.9% -$2.93万 减仓
SHOP SHOPIFY INC $4.14万0.02%363 00.0% — 不变
SDY SPDR SERIES TRUST $4.18万0.02%275 00.0% — 不变
MDYV SPDR SERIES TRUST $4.20万0.02%443 81.8% $759 加仓
IWR ISHARES TR $4.20万0.02%381 5617.2% $6,178 加仓
COLB COLUMBIA BKG SYS INC $4.21万0.02%1,314 897.3% $2,852 加仓
DOC HEALTHPEAK PROPERTIES INC $4.22万0.02%1,972 42727.6% $9,140 加仓
MDIV FIRST TR EXCHANGE TRADED FD $4.23万0.02%2,561 2,561— $4.23万 新建仓
NBIS Nebius Group NV $4.25万0.02%154 154— $4.25万 新建仓
FHLC FIDELITY COVINGTON TRUST $4.27万0.02%553 224.1% $1,700 加仓
GIS GENERAL MILLS INC $4.29万0.02%1,234 -1,281-50.9% -$4.46万 减仓
SON SONOCO PRODS CO $4.31万0.02%765 141.9% $789 加仓
HIMX HIMAX TECHNOLOGIES INC $4.31万0.02%2,812 1,01256.2% $1.55万 加仓
IAGG ISHARES TR $4.34万0.02%857 -99-10.4% -$5,008 减仓
CI THE CIGNA GROUP $4.36万0.02%158 85.3% $2,205 加仓
SKYY FIRST TR EXCHANGE-TRADED FD $4.36万0.02%324 7429.6% $9,957 加仓
FPF FIRST TR INTER DURATN PFD & $4.36万0.02%2,400 -200-7.7% -$3,634 减仓
IAU ISHARES GOLD TR $4.39万0.02%582 -513-46.8% -$3.87万 减仓