13F 机构持仓

AMERIFLEX GROUP, INC.

LAS VEGAS NV · SEC CIK 0002057637

2026Q22026Q1 更早 9 个季度 🔒
$1.98亿2026Q1 申报市值
1,109持仓数
27.0%前十大占比 · 第一大 6.8%
70 / 86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 6.8%
NVDA 5.4%
VOO 2.7%
GOOG 2.0%
AMZN 1.9%
MSFT 1.8%
NOBL 1.8%
COST 1.7%
CVX 1.5%
QQQ 1.5%

2026Q1 买入最多 按季末市值估算

FTHI 加仓+$88.24万
WISDOMTREE TR 新建仓+$82.21万
SCHD 加仓+$69.20万
SPY 加仓+$69.00万
NOBL 加仓+$58.78万

2026Q1 卖出最多 按季末市值估算

HINES GLOBAL INC 清仓-$114.58万
JEPI 减仓-$75.35万
LQD 减仓-$48.95万
AZN 清仓-$35.87万
IWY 减仓-$28.09万

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
ATO ATMOS ENERGY CORP $00.00%0 -4-100.0% -$671 清仓
ATI ATI INC $00.00%0 -5-100.0% -$574 清仓
RCL ROYAL CARIBBEAN CRUISES LTD $00.00%0 —— — 申报中断
LII LENNOX INTL INC $00.00%0 —— — 申报中断
AME AMETEK INC NEW $00.00%0 —— — 申报中断
ARMK ARAMARK $00.00%0 —— — 申报中断
CNP CENTERPOINT ENERGY INC $00.00%0 —— — 申报中断
HEI HEICO CORP NEW $00.00%0 —— — 申报中断
BURL BURLINGTON STORES INC $00.00%0 -1-100.0% -$289 清仓
TOST TOAST INC $00.00%0 -8-100.0% -$284 清仓
IR INGERSOLL RAND INC $00.00%0 -3-100.0% -$238 清仓
JKHY HENRY JACK & ASSOC INC $00.00%0 —— — 申报中断
TEAM ATLASSIAN CORP $00.00%0 -1-100.0% -$162 清仓
— ONCOSEC MED INC $00.00%0 -1-100.0% — 清仓
— JAYHAWK ENERGY INC $00.00%0 -1,250-100.0% — 清仓
— GENERATION NEXT FRANCHISEBRANDS INC $00.00%0 -500-100.0% — 清仓
— LEGACY HLDG INC $00.00%0 -100-100.0% — 清仓
GSK GSK PLC NEW $00.00%0 —— — 申报中断
AMCX AMC NETWORKS INC $70.00%1 00.0% — 不变
BDN BRANDYWINE RLTY TR $140.00%5 5— $14 新建仓
— AURORA CANNABIS INC $190.00%6 00.0% — 不变
— CHARGEPOINT HOLDINGS INC $240.00%5 00.0% — 不变
— GABELLI EQUITY TR INC $240.00%3,450 3,450— $24 新建仓
— GENERATION INCOME PPTYS INC $290.00%113 00.0% — 不变
CSGP COSTAR GROUP INC $400.00%1 00.0% — 不变
TTD THE TRADE DESK INC $450.00%2 00.0% — 不变
— LIBERTY BROADBAND CORP $500.00%1 00.0% — 不变
RBLX ROBLOX CORP $570.00%1 00.0% — 不变
DXCM DEXCOM INC $630.00%1 00.0% — 不变
GPK GRAPHIC PACKAGING HLDG CO $700.00%7 00.0% — 不变
SPCE VIRGIN GALACTIC HOLDINGS INC $770.00%32 00.0% — 不变
SMCI SUPER MICRO COMPUTER INC $910.00%4 -837-99.5% -$1.90万 减仓
SIRI SIRIUSXM HOLDINGS INC $920.00%4 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $940.00%2 00.0% — 不变
LLYVK LIBERTY LIVE HOLDINGS INC $940.00%1 00.0% — 不变
RAL RALLIANT CORP $1000.00%2 2— $100 新建仓
FBIN FORTUNE BRANDS INNOVATIONS I $1170.00%3 00.0% — 不变
BALL BALL CORP $1180.00%2 00.0% — 不变
TDOC TELADOC HEALTH INC $1250.00%23 00.0% — 不变
MSTR STRATEGY INC $1250.00%1 00.0% — 不变
AFG AMERICAN FINANCIAL GROUP INC $1280.00%1 00.0% — 不变
OXY OCCIDENTAL PETE CORP $1300.00%2 00.0% — 不变
U UNITY SOFTWARE INC $1320.00%6 00.0% — 不变
GPN GLOBAL PMTS INC $1350.00%2 00.0% — 不变
IP INTERNATIONAL PAPER CO $1430.00%4 00.0% — 不变
TWST TWIST BIOSCIENCE CORP $1430.00%3 00.0% — 不变
APAM ARTISAN PARTNERS ASSET MGMT $1460.00%4 00.0% — 不变
DASH DOORDASH INC $1500.00%1 00.0% — 不变
EPR EPR PPTYS $1500.00%3 00.0% — 不变
KBH KB HOME $1550.00%3 00.0% — 不变
OMF ONEMAIN HLDGS INC $1600.00%3 00.0% — 不变
FISV FISERV INC $1680.00%3 00.0% — 不变
NWSA NEWS CORP NEW $1750.00%7 00.0% — 不变
EMBC EMBECTA CORP $1770.00%20 00.0% — 不变
FAST FASTENAL CO $1860.00%4 00.0% — 不变
— AIR LEASE CORP $1950.00%3 00.0% — 不变
TKR TIMKEN CO $2010.00%2 00.0% — 不变
ONON ON HLDG AG $2040.00%6 00.0% — 不变
SYF SYNCHRONY FINANCIAL $2040.00%3 00.0% — 不变
ALL ALLSTATE CORP $2070.00%1 00.0% — 不变
FOX FOX CORP $2120.00%4 00.0% — 不变
KD KYNDRYL HLDGS INC $2230.00%17 00.0% — 不变
VCYT VERACYTE INC $2250.00%7 00.0% — 不变
ED CONSOLIDATED EDISON INC $2260.00%2 00.0% — 不变
REG REGENCY CTRS CORP $2270.00%3 00.0% — 不变
— PETMED EXPRESS INC $2280.00%100 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $2330.00%1 00.0% — 不变
FOXA FOX CORP $2340.00%4 00.0% — 不变
BXP BXP INC $2390.00%5 -70-93.3% -$3,346 减仓
XYZ BLOCK INC $2400.00%4 00.0% — 不变
BKR BAKER HUGHES COMPANY $2440.00%4 00.0% — 不变
WY WEYERHAEUSER CO $2450.00%10 00.0% — 不变
— TILRAY BRANDS INC $2520.00%39 00.0% — 不变
EXEL EXELIXIS INC $2570.00%6 00.0% — 不变
NNI NELNET INC $2580.00%2 00.0% — 不变
NBIX NEUROCRINE BIOSCIENCES INC $2630.00%2 00.0% — 不变
VYX NCR VOYIX CORPORATION $2660.00%42 -129-75.4% -$817 减仓
VIAV VIAVI SOLUTIONS INC $2660.00%8 00.0% — 不变
PPL PPL CORP $2670.00%7 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $2680.00%4 00.0% — 不变
VMC VULCAN MATLS CO $2720.00%1 00.0% — 不变
OGN ORGANON &CO $2820.00%47 00.0% — 不变
ACT ENACT HLDGS INC $2860.00%7 00.0% — 不变
HST HOST HOTELS & RESORTS INC $3070.00%16 00.0% — 不变
NTAP NETAPP INC $3070.00%3 3— $307 新建仓
FWONA LIBERTY MEDIA CORP DEL $3120.00%4 00.0% — 不变
QUBT QUANTUM COMPUTING INC $3220.00%47 00.0% — 不变
— AVALONBAY CMNTYS INC $3270.00%2 00.0% — 不变
CCL CARNIVAL CORP $3360.00%13 00.0% — 不变
LEN/B LENNAR CORP $3360.00%4 00.0% — 不变
LEN LENNAR CORP $3480.00%4 00.0% — 不变
ZTS ZOETIS INC $3540.00%3 00.0% — 不变
BLDP BALLARD PWR SYS INC NEW $3610.00%149 00.0% — 不变
PENN PENN ENTMNT INC $3760.00%25 -126-83.4% -$1,895 减仓
SCHW SCHWAB CHARLES CORP $3760.00%4 00.0% — 不变
HIG HARTFORD INSURANCE GROUP INC $4060.00%3 00.0% — 不变
NET CLOUDFLARE INC $4130.00%2 00.0% — 不变
FTV FORTIVE CORP $4200.00%8 8— $420 新建仓
MAS MASCO CORP $4230.00%7 00.0% — 不变
DKNG DRAFTKINGS INC NEW A $4320.00%20 -405-95.3% -$8,748 减仓