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 |
|---|---|---|---|---|---|---|---|---|
| BBAI | BigBear.ai Holdings Inc | $918 | 0.00% | 250 | 250 | — | $918 | 新建仓 |
| — | ADVISORS INNER CIRCLE FD II | $921 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| EVER | EverQuote Inc | $928 | 0.00% | 39 | 39 | — | $928 | 新建仓 |
| NTAP | NetApp Inc | $929 | 0.00% | 6 | 3 | 100.0% | $464 | 加仓 |
| RLI | RLI Corp | $945 | 0.00% | 16 | 16 | — | $945 | 新建仓 |
| ANDE | Andersons Inc/The | $958 | 0.00% | 14 | 14 | — | $958 | 新建仓 |
| CZR | Caesars Entertainment Inc | $966 | 0.00% | 32 | 32 | — | $966 | 新建仓 |
| SUNB | Sunbelt Rentals Holdings Inc | $973 | 0.00% | 13 | 13 | — | $973 | 新建仓 |
| ETSY | Etsy Inc | $979 | 0.00% | 13 | 13 | — | $979 | 新建仓 |
| BPOP | Popular Inc | $985 | 0.00% | 6 | 6 | — | $985 | 新建仓 |
| LEN | LENNAR CORP | $995 | 0.00% | 11 | 7 | 175.0% | $633 | 加仓 |
| EXPO | Exponent Inc | $999 | 0.00% | 17 | 17 | — | $999 | 新建仓 |
| ALGN | Align Technology Inc | $1,012 | 0.00% | 6 | 6 | — | $1,012 | 新建仓 |
| SNAP | SNAP INC | $1,021 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| CNXC | Concentrix Corp | $1,031 | 0.00% | 46 | 46 | — | $1,031 | 新建仓 |
| CBSH | Commerce Bancshares Inc/MO | $1,040 | 0.00% | 18 | 18 | — | $1,040 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $1,042 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ALK | Alaska Air Group Inc | $1,044 | 0.00% | 20 | 20 | — | $1,044 | 新建仓 |
| CG | Carlyle Group Inc/The | $1,053 | 0.00% | 25 | 25 | — | $1,053 | 新建仓 |
| CHEF | Chefs' Warehouse Inc/The | $1,057 | 0.00% | 11 | 11 | — | $1,057 | 新建仓 |
| SBAC | SBA Communications Corp | $1,059 | 0.00% | 6 | -23 | -79.3% | -$4,060 | 重新持有 |
| DGX | Quest Diagnostics Inc | $1,060 | 0.00% | 5 | 5 | — | $1,060 | 新建仓 |
| GXO | GXO Logistics Inc | $1,065 | 0.00% | 21 | 21 | — | $1,065 | 新建仓 |
| COUR | Coursera Inc | $1,066 | 0.00% | 189 | 189 | — | $1,066 | 新建仓 |
| CRH | CRH PLC | $1,070 | 0.00% | 10 | 6 | 150.0% | $642 | 加仓 |
| MUSA | Murphy USA Inc | $1,078 | 0.00% | 2 | 2 | — | $1,078 | 新建仓 |
| PK | Park Hotels & Resorts Inc | $1,083 | 0.00% | 76 | 76 | — | $1,083 | 新建仓 |
| UTHR | United Therapeutics Corp | $1,084 | 0.00% | 2 | 2 | — | $1,084 | 新建仓 |
| CLS | Celestica Inc | $1,094 | 0.00% | 3 | 3 | — | $1,094 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP | $1,096 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| — | MANGOCEUTICALS INC | $1,096 | 0.00% | 2,885 | 2,885 | — | $1,096 | 新建仓 |
| DOCS | DOXIMITY INC | $1,099 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| IFF | International Flavors & Fragrances Inc | $1,109 | 0.00% | 14 | 14 | — | $1,109 | 新建仓 |
| OXY | Occidental Petroleum Corp | $1,117 | 0.00% | 23 | 21 | 1,050.0% | $1,020 | 加仓 |
| — | OCCIDENTAL PETE CORP | $1,118 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $1,119 | 0.00% | 7 | 4 | 133.3% | $639 | 加仓 |
| NYT | New York Times Co/The | $1,120 | 0.00% | 16 | 16 | — | $1,120 | 新建仓 |
| BALL | Ball Corp | $1,123 | 0.00% | 18 | 16 | 800.0% | $998 | 加仓 |
| BAX | BAXTER INTL INC | $1,130 | 0.00% | 53 | 16 | 43.2% | $341 | 加仓 |
| — | AVALONBAY CMNTYS INC | $1,132 | 0.00% | 6 | 4 | 200.0% | $755 | 加仓 |
| TRI | THOMSON REUTERS CORP | $1,143 | 0.00% | 14 | -1 | -6.7% | -$82 | 减仓 |
| AVA | Avista Corp | $1,145 | 0.00% | 28 | 28 | — | $1,145 | 新建仓 |
| ALLY | Ally Financial Inc | $1,149 | 0.00% | 25 | 25 | — | $1,149 | 新建仓 |
| VMI | Valmont Industries Inc | $1,155 | 0.00% | 2 | -17 | -89.5% | -$9,818 | 重新持有 |
| WYNN | Wynn Resorts Ltd | $1,165 | 0.00% | 12 | 12 | — | $1,165 | 新建仓 |
| INSM | Insmed Inc | $1,173 | 0.00% | 11 | 11 | — | $1,173 | 新建仓 |
| ZLAB | ZAI LAB LTD | $1,178 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| VNO | Vornado Realty Trust | $1,179 | 0.00% | 30 | 30 | — | $1,179 | 新建仓 |
| FSLR | First Solar Inc | $1,180 | 0.00% | 5 | 5 | — | $1,180 | 新建仓 |
| AKAM | Akamai Technologies Inc | $1,182 | 0.00% | 10 | -47 | -82.5% | -$5,555 | 重新持有 |
| KBH | KB HOME | $1,189 | 0.00% | 19 | 16 | 533.3% | $1,001 | 加仓 |
| HIG | Hartford Insurance Group Inc/The | $1,193 | 0.00% | 9 | 6 | 200.0% | $795 | 加仓 |
| AM | Antero Midstream Corp | $1,206 | 0.00% | 53 | 53 | — | $1,206 | 新建仓 |
| OTIS | Otis Worldwide Corp | $1,217 | 0.00% | 17 | 17 | — | $1,217 | 新建仓 |
| SWKS | Skyworks Solutions Inc | $1,220 | 0.00% | 18 | 18 | — | $1,220 | 新建仓 |
| MOS | Mosaic Co/The | $1,229 | 0.00% | 58 | 58 | — | $1,229 | 新建仓 |
| — | Electronic Arts Inc | $1,230 | 0.00% | 6 | -63 | -91.3% | -$1.29万 | 重新持有 |
| JLL | Jones Lang LaSalle Inc | $1,240 | 0.00% | 4 | 4 | — | $1,240 | 新建仓 |
| FFIV | F5 Inc | $1,248 | 0.00% | 3 | 3 | — | $1,248 | 新建仓 |
| WSO | Watsco Inc | $1,250 | 0.00% | 3 | 3 | — | $1,250 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,253 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | Chart Industries Inc | $1,254 | 0.00% | 6 | 6 | — | $1,254 | 新建仓 |
| OTEX | Open Text Corp | $1,263 | 0.00% | 57 | 57 | — | $1,263 | 新建仓 |
| DOX | Amdocs Ltd | $1,264 | 0.00% | 25 | 25 | — | $1,264 | 新建仓 |
| BNL | Broadstone Net Lease Inc | $1,282 | 0.00% | 62 | 62 | — | $1,282 | 新建仓 |
| AS | Amer Sports Inc | $1,286 | 0.00% | 38 | 38 | — | $1,286 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $1,294 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ZM | Zoom Communications Inc | $1,295 | 0.00% | 15 | 15 | — | $1,295 | 新建仓 |
| POR | Portland General Electric Co | $1,296 | 0.00% | 25 | 25 | — | $1,296 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,308 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| OVV | Ovintiv Inc | $1,316 | 0.00% | 25 | 25 | — | $1,316 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1,318 | 0.00% | 24 | 21 | 700.0% | $1,153 | 加仓 |
| DTM | DT Midstream Inc | $1,321 | 0.00% | 9 | 9 | — | $1,321 | 新建仓 |
| CAVA | CAVA GROUP INC | $1,334 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| MKSI | MKS Inc | $1,334 | 0.00% | 3 | 3 | — | $1,334 | 新建仓 |
| UNM | Unum Group | $1,341 | 0.00% | 15 | 15 | — | $1,341 | 新建仓 |
| MDB | MongoDB Inc | $1,344 | 0.00% | 4 | 4 | — | $1,344 | 新建仓 |
| PTGX | Protagonist Therapeutics Inc | $1,348 | 0.00% | 11 | 11 | — | $1,348 | 新建仓 |
| AMG | Affiliated Managers Group Inc | $1,354 | 0.00% | 4 | 4 | — | $1,354 | 新建仓 |
| GWRE | Guidewire Software Inc | $1,354 | 0.00% | 11 | 11 | — | $1,354 | 新建仓 |
| LNC | Lincoln National Corp | $1,379 | 0.00% | 39 | 39 | — | $1,379 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $1,390 | 0.00% | 31 | 31 | — | $1,390 | 新建仓 |
| PNW | Pinnacle West Capital Corp | $1,391 | 0.00% | 13 | 13 | — | $1,391 | 新建仓 |
| HXL | Hexcel Corp | $1,401 | 0.00% | 14 | -77 | -84.6% | -$7,706 | 重新持有 |
| KEY | KEYCORP | $1,402 | 0.00% | 61 | 1 | 1.7% | $23 | 加仓 |
| IAK | ISHARES TR | $1,406 | 0.00% | 10 | 10 | — | $1,406 | 新建仓 |
| DOCU | DOCUSIGN INC | $1,421 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| RIO | Rio Tinto PLC | $1,424 | 0.00% | 15 | 15 | — | $1,424 | 新建仓 |
| CMI | CUMMINS INC | $1,426 | 0.00% | 2 | -2 | -50.0% | -$1,426 | 减仓 |
| SHOE | Shoe Station Group Inc | $1,439 | 0.00% | 97 | 97 | — | $1,439 | 新建仓 |
| EW | Edwards Lifesciences Corp | $1,447 | 0.00% | 16 | 16 | — | $1,447 | 新建仓 |
| EPR | EPR PPTYS | $1,450 | 0.00% | 25 | 22 | 733.3% | $1,276 | 加仓 |
| FOX | Fox Corp | $1,452 | 0.00% | 31 | 27 | 675.0% | $1,265 | 加仓 |
| AME | Ametek INC | $1,452 | 0.00% | 6 | 4 | 200.0% | $968 | 重新持有 |
| TDC | TERADATA CORP DEL | $1,455 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| LFST | LifeStance Health Group Inc | $1,467 | 0.00% | 137 | 137 | — | $1,467 | 新建仓 |
| ELF | E L F BEAUTY INC | $1,480 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $1,492 | 0.00% | 63 | 63 | — | $1,492 | 新建仓 |
| HLN | Haleon PLC | $1,502 | 0.00% | 161 | 161 | — | $1,502 | 新建仓 |
| BRKR | Bruker Corp | $1,505 | 0.00% | 25 | 25 | — | $1,505 | 新建仓 |