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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $174.71万 | 0.71% | 6,213 | 2,376 | 61.9% | $66.81万 | 加仓 |
| — | SEI High Yield Bond & Alternative Credit ETF | $181.62万 | 0.74% | 72,155 | 72,155 | — | $181.62万 | 新建仓 |
| TSLA | TESLA INC | $186.49万 | 0.76% | 4,434 | 66 | 1.5% | $2.78万 | 加仓 |
| IVV | ISHARES TR | $188.20万 | 0.77% | 2,513 | 767 | 43.9% | $57.44万 | 加仓 |
| META | META PLATFORMS INC | $212.33万 | 0.87% | 3,769 | 21 | 0.6% | $1.18万 | 加仓 |
| KO | COCA COLA CO | $220.29万 | 0.90% | 27,106 | 450 | 1.7% | $3.66万 | 加仓 |
| CAT | CATERPILLAR INC | $221.50万 | 0.91% | 2,080 | 202 | 10.8% | $21.51万 | 加仓 |
| — | EXXON MOBIL CORP | $227.27万 | 0.93% | 16,623 | 1,024 | 6.6% | $14.00万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $229.23万 | 0.94% | 4,581 | 168 | 3.8% | $8.41万 | 加仓 |
| PG | PROCTER &GAMBLE CO | $235.45万 | 0.96% | 16,056 | -3,451 | -17.7% | -$50.61万 | 减仓 |
| AMAT | APPLIED MATLS INC | $237.92万 | 0.97% | 3,291 | -98 | -2.9% | -$7.08万 | 减仓 |
| CVX | CHEVRON CORPORATION | $241.92万 | 0.99% | 14,594 | 12 | 0.1% | $1,989 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $266.01万 | 1.09% | 2,305 | 1,004 | 77.2% | $115.87万 | 加仓 |
| AMGN | AMGEN INC | $267.46万 | 1.09% | 7,386 | 41 | 0.6% | $1.48万 | 加仓 |
| AVGO | BROADCOM INC | $298.75万 | 1.22% | 7,909 | -647 | -7.6% | -$24.44万 | 减仓 |
| UNP | UNION PAC CORP | $300.99万 | 1.23% | 11,066 | 39 | 0.4% | $1.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $312.79万 | 1.28% | 8,385 | -1,144 | -12.0% | -$42.67万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $312.88万 | 1.28% | 3,345 | -4 | -0.1% | -$3,741 | 减仓 |
| GOOGL | ALPHABET INC | $331.84万 | 1.36% | 9,286 | 246 | 2.7% | $8.79万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $337.58万 | 1.38% | 4,521 | -30 | -0.7% | -$2.24万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $400.48万 | 1.64% | 6,894 | -608 | -8.1% | -$35.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $403.26万 | 1.65% | 5,476 | 323 | 6.3% | $23.79万 | 加仓 |
| NOBL | PROSHARES TR | $413.00万 | 1.69% | 73,539 | 7,681 | 11.7% | $43.14万 | 加仓 |
| AMZN | AMAZON COM INC | $442.69万 | 1.81% | 18,574 | 389 | 2.1% | $9.27万 | 加仓 |
| GOOG | ALPHABET INC | $507.84万 | 2.08% | 14,373 | 691 | 5.1% | $24.41万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $669.21万 | 2.73% | 9,744 | 799 | 8.9% | $54.87万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,289.60万 | 5.27% | 64,451 | 3,576 | 5.9% | $71.55万 | 加仓 |
| AAPL | APPLE INC | $1,565.77万 | 6.40% | 54,111 | 1,343 | 2.5% | $38.86万 | 加仓 |