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
DTE DTE ENERGY CO $4390.00%3 00.0% — 不变
ESI ELEMENT SOLUTIONS INC $4440.00%13 00.0% — 不变
BAM BROOKFIELD ASSET MNGMT CL A $4450.00%10 00.0% — 不变
PCAR PACCAR INC $4620.00%4 00.0% — 不变
CRH CRH PLC $4630.00%4 4— $463 新建仓
CMS CMS ENERGY CORP $4650.00%6 00.0% — 不变
YUM YUM BRANDS INC $4660.00%3 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $4840.00%9 228.6% $108 加仓
LDOS LEIDOS HOLDINGS INC $4980.00%3 3— $498 新建仓
VMRK EQUITY RESIDENTIAL $5320.00%9 00.0% — 不变
EXC EXELON CORP $5880.00%12 00.0% — 不变
CRMD CORMEDIX INC $5910.00%87 00.0% — 不变
TER TERADYNE INC $5930.00%2 00.0% — 不变
AGNC AGNC INVT CORP $6020.00%60 00.0% — 不变
BAX BAXTER INTL INC $6220.00%37 -100-73.0% -$1,681 减仓
— CYBIN INC $6290.00%131 00.0% — 不变
BIPC BROOKFIELD INFRASTRUCTURE CO $6300.00%16 00.0% — 不变
PCTY PAYLOCITY HLDG CORP $6480.00%6 00.0% — 不变
FALN ISHARES TR $6970.00%26 00.0% — 不变
— DIREXION SHARES ETF TRUST $7390.00%86 86— $739 新建仓
WAB WABTEC $7510.00%3 00.0% — 不变
PHM PULTE GROUP INC $7520.00%6 4200.0% $501 加仓
AEE AMEREN CORP $7690.00%7 00.0% — 不变
— ADVISORS INNER CIRCLE FD II $8370.00%33 00.0% — 不变
NVT NVENT ELEC PLC $8750.00%7 7— $875 新建仓
APH AMPHENOL CORP $8850.00%7 -500-98.6% -$6.32万 减仓
SPG SIMON PPTY GROUP INC NEW $8960.00%5 266.7% $358 加仓
— ADVISORS INNER CIRCLE FD II $9070.00%32 00.0% — 不变
NATL NCR ATLEOS CORPORATION $9150.00%21 -64-75.3% -$2,789 减仓
NKTR NEKTAR THERAPEUTICS $9350.00%13 00.0% — 不变
IHI ISHARES TR $9630.00%18 00.0% — 不变
FR FIRST INDL RLTY TR INC $9830.00%17 00.0% — 不变
SNAP SNAP INC $1,0580.00%230 00.0% — 不变
YYY AMPLIFY ETF TR $1,0700.00%97 97— $1,070 新建仓
TDC TERADATA CORP DEL $1,0760.00%42 -129-75.4% -$3,305 减仓
DPZ DOMINOS PIZZA INC $1,0760.00%3 00.0% — 不变
TNA DIREXION SHARES ETF TRUST $1,1470.00%26 26— $1,147 新建仓
CSX CSX CORP $1,1490.00%28 00.0% — 不变
BLDR BUILDERS FIRSTSOURCE INC $1,1530.00%14 -172-92.5% -$1.42万 减仓
ZLAB ZAI LAB LTD $1,1660.00%62 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $1,1710.00%4 -1-20.0% -$293 减仓
— DIREXION SHARES ETF TRUST $1,1760.00%21 21— $1,176 新建仓
EXR EXTRA SPACE STORAGE INC $1,1800.00%9 00.0% — 不变
KEY KEYCORP $1,2090.00%60 00.0% — 不变
ELF E L F BEAUTY INC $1,2120.00%20 00.0% — 不变
DOCS DOXIMITY INC $1,2350.00%53 00.0% — 不变
— ANAVEX LIFE SCIENCES CORP $1,2990.00%423 00.0% — 不变
NKE NIKE INC $1,3200.00%25 00.0% — 不变
— THOMSON REUTERS CORP $1,3500.00%15 00.0% — 不变
RIGL RIGEL PHARMACEUTICALS INC $1,3520.00%50 00.0% — 不变
SOUN SOUNDHOUND AI INC $1,3740.00%200 00.0% — 不变
CAVA CAVA GROUP INC $1,3750.00%17 00.0% — 不变
AVY AVERY DENNISON CORP $1,3810.00%8 00.0% — 不变
DFH DREAM FINDERS HOMES INC $1,3920.00%100 100— $1,392 新建仓
DOCU DOCUSIGN INC $1,5170.00%32 00.0% — 不变
— TEVA PHARMACEUTICAL INDS LTD $1,5360.00%51 00.0% — 不变
— NET LEASE OFFICE PROPERTIES $1,5860.00%138 4955.1% $563 加仓
PATH UIPATH INC $1,6210.00%146 -184-55.8% -$2,043 减仓
AEM AGNICO EAGLE MINES LTD $1,6240.00%8 00.0% — 不变
SOC SABLE OFFSHORE CORP $1,6520.00%100 100— $1,652 新建仓
HELO J P MORGAN EXCHANGE TRADED F $1,6620.00%26 00.0% — 不变
AI C3 AI INC $1,6840.00%200 00.0% — 不变
AXON AXON ENTERPRISE INC $1,6990.00%4 00.0% — 不变
SRLN SSGA ACTIVE ETF TR $1,7260.00%43 -57-57.0% -$2,288 减仓
MRVL MARVELL TECHNOLOGY INC $1,7830.00%18 00.0% — 不变
— OCCIDENTAL PETE CORP $1,8020.00%42 00.0% — 不变
QQQJ INVESCO EXCH TRADED FD TR II $1,8110.00%50 00.0% — 不变
ZS ZSCALER INC $1,8240.00%13 -11-45.8% -$1,543 减仓
EXTR EXTREME NETWORKS INC $1,8850.00%125 00.0% — 不变
XBI SPDR SERIES TRUST $1,9160.00%15 00.0% — 不变
SCHX SCHWAB STRATEGIC TR $1,9230.00%75 75— $1,923 新建仓
SPOT SPOTIFY TECHNOLOGY S A $1,9400.00%4 00.0% — 不变
TMF DIREXION SHARES ETF TRUST $1,9470.00%54 54— $1,947 新建仓
VMBS VANGUARD MORTGAGE BACKED SEC IDX ETF $2,0190.00%43 00.0% — 不变
BRBR BELLRING BRANDS INC $2,0270.00%126 00.0% — 不变
CHKP CHECK POINT SOFTWARE TECH LT $2,1430.00%15 00.0% — 不变
COF CAPITAL ONE FINL CORP $2,1880.00%12 -1-7.7% -$182 减仓
— CALAMOS GLOBAL TOTAL RETURN $2,2300.00%200 00.0% — 不变
IDXX IDEXX LABS INC $2,2480.00%4 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $2,2520.00%10 00.0% — 不变
CLH CLEAN HARBORS INC $2,2940.00%8 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $2,2960.00%27 00.0% — 不变
CTAS CINTAS CORP $2,3010.00%14 216.7% $329 加仓
RACE FERRARI N V $2,3310.00%7 00.0% — 不变
ISTB ISHARES TR $2,3340.00%48 00.0% — 不变
WDAY WORKDAY INC $2,3390.00%18 00.0% — 不变
BLV VANGUARD LONG TERM BOND ETF $2,3390.00%34 00.0% — 不变
CMI CUMMINS INC $2,3670.00%4 133.3% $592 加仓
BNY BANK NEW YORK MELLON CORP $2,3730.00%20 00.0% — 不变
PAYX PAYCHEX INC $2,3950.00%26 -3-10.3% -$276 减仓
UMC UNITED MICROELECTRONICS CORP $2,3980.00%267 00.0% — 不变
GSIE GOLDMAN SACHS ETF TR $2,4240.00%56 56— $2,424 新建仓
WEC WEC ENERGY GROUP INC $2,4320.00%21 -55-72.4% -$6,370 减仓
ANGL VANECK ETF TRUST $2,4410.00%85 00.0% — 不变
USHY ISHARES TR $2,4680.00%67 00.0% — 不变
CGCP CAPITAL GRP FIXED INCM ETF T $2,4750.00%111 111— $2,475 新建仓
PINS PINTEREST INC $2,5120.00%137 107.9% $183 加仓
HYLB DBX ETF TR $2,5310.00%70 00.0% — 不变
SAN BANCO SANTANDER SA $2,5490.00%226 00.0% — 不变
HDB HDFC BANK LTD $2,5880.00%104 00.0% — 不变