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 |
|---|---|---|---|---|---|---|---|---|
| IBN | ICICI Bank Ltd | $290 | 0.00% | 10 | 10 | — | $290 | 新建仓 |
| TKR | TIMKEN CO | $291 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MNRO | Monro Inc | $291 | 0.00% | 17 | 17 | — | $291 | 新建仓 |
| CRWV | CoreWeave Inc | $299 | 0.00% | 3 | 3 | — | $299 | 新建仓 |
| SOC | SABLE OFFSHORE CORP | $308 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $309 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RUM | RUM GROUP INC | $317 | 0.00% | 50 | 50 | — | $317 | 新建仓 |
| ACT | ENACT HLDGS INC | $320 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ESNT | Essent Group Ltd | $321 | 0.00% | 5 | 5 | — | $321 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $337 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| PTC | PTC Inc | $341 | 0.00% | 3 | 3 | — | $341 | 新建仓 |
| VYX | NCR VOYIX CORPORATION | $343 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CNP | CenterPoint Energy Inc | $352 | 0.00% | 8 | -2 | -20.0% | -$88 | 重新持有 |
| PATK | Patrick Industries Inc | $359 | 0.00% | 4 | 4 | — | $359 | 新建仓 |
| PPC | Pilgrim's Pride Corp | $365 | 0.00% | 13 | 13 | — | $365 | 新建仓 |
| EZA | iShares MSCI South Africa ETF | $379 | 0.00% | 6 | 6 | — | $379 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $382 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $390 | 0.00% | 1 | -38 | -97.4% | -$1.48万 | 减仓 |
| PTEN | Patterson-UTI Energy Inc | $404 | 0.00% | 44 | 44 | — | $404 | 新建仓 |
| MAS | MASCO CORP | $407 | 0.00% | 5 | -2 | -28.6% | -$163 | 减仓 |
| — | AudioCodes Ltd | $407 | 0.00% | 42 | 42 | — | $407 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $408 | 0.00% | 6 | -3 | -33.3% | -$204 | 减仓 |
| VCYT | VERACYTE INC | $411 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| G | Genpact Ltd | $440 | 0.00% | 16 | 16 | — | $440 | 新建仓 |
| BAM | BROOKFIELD ASSET MNGMT CL A | $449 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MRP | Millrose Properties Inc | $451 | 0.00% | 15 | 15 | — | $451 | 新建仓 |
| THO | Thor Industries Inc | $451 | 0.00% | 6 | 6 | — | $451 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $456 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TMDX | TransMedics Group Inc | $465 | 0.00% | 7 | 7 | — | $465 | 新建仓 |
| SMB | VanEck Short Muni ETF | $468 | 0.00% | 27 | 27 | — | $468 | 新建仓 |
| NOG | Northern Oil & Gas Inc | $472 | 0.00% | 26 | 26 | — | $472 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $503 | 0.00% | 28 | -410 | -93.6% | -$7,365 | 减仓 |
| NTR | Nutrien Ltd | $504 | 0.00% | 8 | 8 | — | $504 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW A | $505 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ZBRA | Zebra Technologies Corp | $527 | 0.00% | 2 | 2 | — | $527 | 新建仓 |
| PENN | PENN ENTMNT INC | $534 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PEGA | Pegasystems Inc | $539 | 0.00% | 18 | 18 | — | $539 | 新建仓 |
| WU | Western Union Co/The | $539 | 0.00% | 70 | 70 | — | $539 | 新建仓 |
| UGI | UGI Corp | $553 | 0.00% | 16 | 16 | — | $553 | 新建仓 |
| FIGS | FIGS INC | $563 | 0.00% | 55 | 55 | — | $563 | 新建仓 |
| BFAM | Bright Horizons Family Solutions Inc | $567 | 0.00% | 8 | 8 | — | $567 | 新建仓 |
| BLDP | BALLARD PWR SYS INC NEW | $580 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| BIO | Bio-Rad Laboratories Inc | $587 | 0.00% | 2 | -17 | -89.5% | -$4,990 | 重新持有 |
| DAR | Darling Ingredients Inc | $601 | 0.00% | 11 | 11 | — | $601 | 新建仓 |
| FHI | Federated Hermes Inc | $607 | 0.00% | 11 | 11 | — | $607 | 新建仓 |
| HCSG | Healthcare Services Group Inc | $614 | 0.00% | 25 | 25 | — | $614 | 新建仓 |
| DRI | Darden Restaurants Inc | $618 | 0.00% | 3 | -30 | -90.9% | -$6,180 | 重新持有 |
| — | Nuvalent Inc | $618 | 0.00% | 5 | 5 | — | $618 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $627 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON &CO | $636 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ACI | Albertsons Cos Inc | $636 | 0.00% | 47 | 47 | — | $636 | 新建仓 |
| BITB | BITWISE BITCOIN ETF TR | $637 | 0.00% | 20 | 20 | — | $637 | 新建仓 |
| NXRT | NexPoint Residential Trust Inc | $642 | 0.00% | 23 | 23 | — | $642 | 新建仓 |
| SBH | Sally Beauty Holdings Inc | $650 | 0.00% | 46 | 46 | — | $650 | 新建仓 |
| AGNC | AGNC INVT CORP | $654 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TDY | Teledyne Technologies Inc | $667 | 0.00% | 1 | -17 | -94.4% | -$1.13万 | 重新持有 |
| FTV | Fortive Corp | $672 | 0.00% | 11 | 3 | 37.5% | $183 | 加仓 |
| NTGR | NETGEAR Inc | $677 | 0.00% | 29 | 29 | — | $677 | 新建仓 |
| CSGP | CoStar Group Inc | $680 | 0.00% | 24 | 23 | 2,300.0% | $652 | 加仓 |
| CRMD | CORMEDIX INC | $683 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| JKHY | Jack Henry & Associates Inc | $689 | 0.00% | 5 | 4 | 400.0% | $551 | 重新持有 |
| UBS | UBS Group AG | $694 | 0.00% | 14 | 14 | — | $694 | 新建仓 |
| MSTR | Strategy Inc | $695 | 0.00% | 8 | 7 | 700.0% | $608 | 加仓 |
| HEI | HEICO Corp | $712 | 0.00% | 2 | 1 | 100.0% | $356 | 重新持有 |
| CPB | Campbell Soup Co | $713 | 0.00% | 32 | 32 | — | $713 | 新建仓 |
| TCOM | Trip.com Group Ltd | $717 | 0.00% | 18 | 18 | — | $717 | 新建仓 |
| FALN | ISHARES TR | $722 | 0.00% | 27 | 1 | 3.8% | $27 | 加仓 |
| DRS | Leonardo DRS Inc | $725 | 0.00% | 17 | 17 | — | $725 | 新建仓 |
| IESC | IES Holdings Inc | $735 | 0.00% | 1 | 1 | — | $735 | 新建仓 |
| — | Supernus Pharmaceuticals Inc | $744 | 0.00% | 16 | 16 | — | $744 | 新建仓 |
| CWEN | Clearway Energy Inc | $752 | 0.00% | 22 | 22 | — | $752 | 新建仓 |
| VRSN | VeriSign Inc | $755 | 0.00% | 3 | 3 | — | $755 | 新建仓 |
| ESLT | Elbit Systems Ltd | $759 | 0.00% | 1 | 1 | — | $759 | 新建仓 |
| EXPE | Expedia Group Inc | $768 | 0.00% | 3 | 3 | — | $768 | 新建仓 |
| RHP | Ryman Hospitality Properties Inc | $771 | 0.00% | 6 | 6 | — | $771 | 新建仓 |
| HALO | Halozyme Therapeutics Inc | $783 | 0.00% | 10 | 10 | — | $783 | 新建仓 |
| VVV | Valvoline Inc | $791 | 0.00% | 20 | 20 | — | $791 | 新建仓 |
| TXNM | TXNM Energy Inc | $795 | 0.00% | 14 | 14 | — | $795 | 新建仓 |
| RGEN | Repligen Corp | $819 | 0.00% | 6 | 6 | — | $819 | 新建仓 |
| KRC | Kilroy Realty Corp | $824 | 0.00% | 22 | 22 | — | $824 | 新建仓 |
| EMBJ | Embraer SA | $829 | 0.00% | 13 | 13 | — | $829 | 新建仓 |
| — | ADVISORS INNER CIRCLE FD II | $834 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| HPQ | HP Inc | $834 | 0.00% | 38 | -361 | -90.5% | -$7,923 | 重新持有 |
| JBLU | JetBlue Airways Corp | $854 | 0.00% | 149 | 149 | — | $854 | 新建仓 |
| — | CYBIN INC | $866 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| CWST | Casella Waste Systems Inc | $873 | 0.00% | 9 | 9 | — | $873 | 新建仓 |
| MTCH | Match Group Inc | $875 | 0.00% | 23 | 23 | — | $875 | 新建仓 |
| CRCL | Circle Internet Group Inc | $877 | 0.00% | 14 | 14 | — | $877 | 新建仓 |
| SLM | SLM Corp | $882 | 0.00% | 34 | 34 | — | $882 | 新建仓 |
| IRM | Iron Mountain Inc | $884 | 0.00% | 7 | 7 | — | $884 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $888 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CRUS | Cirrus Logic Inc | $891 | 0.00% | 6 | -51 | -89.5% | -$7,574 | 重新持有 |
| IHI | ISHARES TR | $893 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| HWC | Hancock Whitney Corp | $897 | 0.00% | 12 | 12 | — | $897 | 新建仓 |
| ULTA | Ulta Beauty Inc | $902 | 0.00% | 2 | 2 | — | $902 | 新建仓 |
| MT | ArcelorMittal SA | $903 | 0.00% | 15 | 15 | — | $903 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $906 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| NKTR | NEKTAR THERAPEUTICS | $908 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CBT | Cabot Corp | $908 | 0.00% | 10 | -51 | -83.6% | -$4,631 | 重新持有 |
| WY | WEYERHAEUSER CO | $910 | 0.00% | 38 | 28 | 280.0% | $671 | 加仓 |