AMERIFLEX GROUP, INC.
LAS VEGAS NV · SEC CIK 0002057637
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| HYDB | ISHARES TR | $39.98万 | 0.16% | 8,548 | 653 | 8.3% | $3.05万 | 加仓 |
| CRM | SALESFORCE INC | $40.04万 | 0.16% | 2,556 | 113 | 4.6% | $1.77万 | 加仓 |
| SHYG | ISHARES TR | $40.14万 | 0.16% | 9,464 | -81 | -0.8% | -$3,435 | 减仓 |
| IEF | ISHARES TR | $40.63万 | 0.17% | 4,296 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $40.87万 | 0.17% | 4,744 | 3,526 | 289.5% | $30.37万 | 加仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $40.90万 | 0.17% | 19,061 | 0 | 0.0% | — | 不变 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $41.13万 | 0.17% | 6,708 | 6,338 | 1,713.0% | $38.86万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $41.25万 | 0.17% | 2,414 | 2,414 | — | $41.25万 | 新建仓 |
| HDV | ISHARES TR | $41.91万 | 0.17% | 15,289 | 94 | 0.6% | $2,577 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $42.43万 | 0.17% | 12,188 | 7,882 | 183.0% | $27.44万 | 加仓 |
| LOW | LOWES COS INC | $42.77万 | 0.17% | 1,940 | -535 | -21.6% | -$11.79万 | 减仓 |
| IYH | ISHARES TR | $42.93万 | 0.18% | 6,407 | -282 | -4.2% | -$1.89万 | 减仓 |
| GLD | SPDR GOLD TR | $43.32万 | 0.18% | 1,176 | 1 | 0.1% | $368 | 加仓 |
| V | VISA INC | $43.47万 | 0.18% | 1,267 | 277 | 28.0% | $9.50万 | 加仓 |
| — | SEI DBi Multi-Strategy Alternative ETF | $43.64万 | 0.18% | 16,440 | 16,440 | — | $43.64万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $43.68万 | 0.18% | 1,677 | 5 | 0.3% | $1,302 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $44.28万 | 0.18% | 5,360 | 1,052 | 24.4% | $8.69万 | 加仓 |
| SEIE | SEI Select International Equity ETF | $44.92万 | 0.18% | 12,658 | 12,658 | — | $44.92万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $45.22万 | 0.18% | 1,137 | 175 | 18.2% | $6.96万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $45.45万 | 0.19% | 2,056 | 2,056 | — | $45.45万 | 新建仓 |
| HON | HONEYWELL INTL INC | $46.03万 | 0.19% | 2,056 | -1,527 | -42.6% | -$34.19万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $46.17万 | 0.19% | 1,070 | 219 | 25.7% | $9.45万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $46.57万 | 0.19% | 12,267 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $46.62万 | 0.19% | 915 | -145 | -13.7% | -$7.39万 | 减仓 |
| IJR | ISHARES TR | $46.77万 | 0.19% | 3,153 | 82 | 2.7% | $1.22万 | 加仓 |
| JNJ | JOHNSON &JOHNSON | $47.97万 | 0.20% | 1,889 | 331 | 21.2% | $8.41万 | 加仓 |
| ASML | ASML HLDG NV | $48.14万 | 0.20% | 242 | 10 | 4.3% | $1.99万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $48.43万 | 0.20% | 3,826 | 46 | 1.2% | $5,823 | 加仓 |
| IWM | ISHARES TR | $50.99万 | 0.21% | 1,697 | 218 | 14.7% | $6.55万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $51.05万 | 0.21% | 1,228 | 15 | 1.2% | $6,236 | 加仓 |
| HD | HOME DEPOT INC | $51.35万 | 0.21% | 1,456 | -69 | -4.5% | -$2.43万 | 减仓 |
| AOR | ISHARES TR | $51.37万 | 0.21% | 7,392 | -2,440 | -24.8% | -$16.96万 | 减仓 |
| ORCL | ORACLE CORP | $51.75万 | 0.21% | 3,531 | 754 | 27.2% | $11.05万 | 加仓 |
| USB | US BANCORP | $52.73万 | 0.22% | 8,730 | -23 | -0.3% | -$1,389 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $52.82万 | 0.22% | 2,772 | 1,713 | 161.8% | $32.64万 | 加仓 |
| MRK | MERCK &CO INC | $53.67万 | 0.22% | 4,176 | -27 | -0.6% | -$3,470 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $53.69万 | 0.22% | 11,374 | 3,945 | 53.1% | $18.62万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $54.08万 | 0.22% | 10,168 | -1,564 | -13.3% | -$8.32万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $54.20万 | 0.22% | 10,998 | 543 | 5.2% | $2.68万 | 加仓 |
| IUSB | ISHARES TR | $54.96万 | 0.22% | 11,910 | 343 | 3.0% | $1.58万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $55.04万 | 0.22% | 544 | 7 | 1.3% | $7,083 | 加仓 |
| SPYD | SPDR SERIES TRUST | $55.29万 | 0.23% | 11,590 | 17 | 0.1% | $811 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $56.30万 | 0.23% | 33,712 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $56.50万 | 0.23% | 1,896 | 45 | 2.4% | $1.34万 | 加仓 |
| GLW | CORNING INC | $56.60万 | 0.23% | 2,216 | -285 | -11.4% | -$7.28万 | 减仓 |
| T | AT&T INC | $56.68万 | 0.23% | 27,383 | 782 | 2.9% | $1.62万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.84万 | 0.23% | 13,425 | -744 | -5.3% | -$3.15万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $57.14万 | 0.23% | 11,952 | 257 | 2.2% | $1.23万 | 加仓 |
| KR | KROGER CO | $58.15万 | 0.24% | 10,471 | 377 | 3.7% | $2.09万 | 加仓 |
| MO | ALTRIA GROUP INC | $62.07万 | 0.25% | 8,627 | -301 | -3.4% | -$2.17万 | 减仓 |
| — | WISDOMTREE TR | $62.81万 | 0.26% | 11,255 | -4,052 | -26.5% | -$22.61万 | 减仓 |
| IYW | ISHARES TR | $65.29万 | 0.27% | 2,588 | -8 | -0.3% | -$2,018 | 减仓 |
| SOXX | ISHARES TR | $65.42万 | 0.27% | 1,021 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $66.34万 | 0.27% | 2,189 | 98 | 4.7% | $2.97万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $66.75万 | 0.27% | 13,221 | 2,571 | 24.1% | $12.98万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $66.83万 | 0.27% | 12,465 | 1,305 | 11.7% | $7.00万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $67.63万 | 0.28% | 26,975 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $68.29万 | 0.28% | 5,714 | 162 | 2.9% | $1.94万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $68.64万 | 0.28% | 11,913 | -76 | -0.6% | -$4,379 | 减仓 |
| XEL | XCEL ENERGY INC | $70.47万 | 0.29% | 8,776 | 123 | 1.4% | $9,877 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $70.96万 | 0.29% | 3,922 | 89 | 2.3% | $1.61万 | 加仓 |
| BRO | BROWN &BROWN INC | $71.89万 | 0.29% | 11,207 | -6,318 | -36.1% | -$40.53万 | 减仓 |
| PECO | PHILLIPS EDISON &CO INC | $73.49万 | 0.30% | 17,657 | -300 | -1.7% | -$1.25万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $74.65万 | 0.31% | 7,949 | 1,587 | 24.9% | $14.90万 | 加仓 |
| PYLD | PIMCO ETF TR | $76.85万 | 0.31% | 28,979 | -18,551 | -39.0% | -$49.20万 | 减仓 |
| MINT | PIMCO ETF TR | $77.68万 | 0.32% | 7,706 | -889 | -10.3% | -$8.96万 | 减仓 |
| COWZ | PACER FDS TR | $78.28万 | 0.32% | 12,585 | 4,520 | 56.0% | $28.11万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $80.13万 | 0.33% | 13,037 | 495 | 3.9% | $3.04万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $84.91万 | 0.35% | 17,623 | 63 | 0.4% | $3,035 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $87.19万 | 0.36% | 7,961 | 7,791 | 4,582.9% | $85.33万 | 加仓 |
| LLY | ELI LILLY &CO | $91.04万 | 0.37% | 759 | 41 | 5.7% | $4.92万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $91.27万 | 0.37% | 3,857 | 212 | 5.8% | $5.02万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $93.24万 | 0.38% | 39,094 | 198 | 0.5% | $4,722 | 加仓 |
| IDCC | INTERDIGITAL INC | $94.75万 | 0.39% | 3,347 | 7 | 0.2% | $1,982 | 加仓 |
| ABBV | ABBVIE INC | $96.69万 | 0.40% | 3,842 | 27 | 0.7% | $6,795 | 加仓 |
| CSCO | CISCO SYS INC | $97.46万 | 0.40% | 8,297 | 165 | 2.0% | $1.94万 | 加仓 |
| DVY | ISHARES TR | $98.39万 | 0.40% | 6,295 | 92 | 1.5% | $1.44万 | 加仓 |
| ALB | ALBEMARLE CORP | $98.70万 | 0.40% | 7,310 | 46 | 0.6% | $6,211 | 加仓 |
| DAL | DELTA AIR LINES INC | $101.78万 | 0.42% | 10,867 | 259 | 2.4% | $2.43万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $102.30万 | 0.42% | 19,262 | 1,170 | 6.5% | $6.21万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $102.57万 | 0.42% | 2,367 | -683 | -22.4% | -$29.60万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $106.09万 | 0.43% | 1,661 | 1,079 | 185.4% | $68.92万 | 加仓 |
| JPM | JPMORGAN CHASE &CO | $106.20万 | 0.43% | 3,245 | 59 | 1.9% | $1.93万 | 加仓 |
| NFLX | NETFLIX INC. | $107.23万 | 0.44% | 15,018 | 1,058 | 7.6% | $7.55万 | 加仓 |
| WMT | WALMART INC | $108.11万 | 0.44% | 9,546 | 1,237 | 14.9% | $14.01万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $115.78万 | 0.47% | 3,395 | -434 | -11.3% | -$14.80万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $117.31万 | 0.48% | 20,770 | 757 | 3.8% | $4.28万 | 加仓 |
| IJH | ISHARES TR | $117.60万 | 0.48% | 15,251 | 1,141 | 8.1% | $8.80万 | 加仓 |
| SGOV | ISHARES TR | $117.86万 | 0.48% | 11,708 | 2,850 | 32.2% | $28.69万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $123.04万 | 0.50% | 15,179 | 2,837 | 23.0% | $23.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $123.39万 | 0.50% | 3,335 | 269 | 8.8% | $9.95万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $125.70万 | 0.51% | 2,632 | 357 | 15.7% | $17.05万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $127.11万 | 0.52% | 37,561 | 8,416 | 28.9% | $28.48万 | 加仓 |
| INTC | INTEL CORP | $132.53万 | 0.54% | 9,492 | 1,010 | 11.9% | $14.10万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $135.20万 | 0.55% | 28,669 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $139.81万 | 0.57% | 44,089 | 5,114 | 13.1% | $16.22万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $143.84万 | 0.59% | 4,696 | -164 | -3.4% | -$5.02万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $147.52万 | 0.60% | 40,383 | 686 | 1.7% | $2.51万 | 加仓 |
| GE | GE AEROSPACE | $148.22万 | 0.61% | 3,966 | -10 | -0.3% | -$3,737 | 减仓 |
| GEV | GE VERNOVA INC | $154.89万 | 0.63% | 1,318 | -11 | -0.8% | -$1.29万 | 减仓 |