13F 机构持仓

AMERIFLEX GROUP, INC.

LAS VEGAS NV · SEC CIK 0002057637

2026Q22026Q1 更早 9 个季度 🔒
$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
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 6.4%
NVDA 5.3%
VOO 2.7%
GOOG 2.1%
AMZN 1.8%
NOBL 1.7%
QQQ 1.6%
AMD 1.6%
SPY 1.4%
GOOGL 1.4%

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
AYI Acuity Inc $1,5070.00%4 4— $1,507 新建仓
FIS Fidelity National Information Services Inc $1,5160.00%39 371,850.0% $1,438 加仓
NATL NCR ATLEOS CORPORATION $1,5190.00%35 1466.7% $608 加仓
TXRH Texas Roadhouse Inc $1,5460.00%8 8— $1,546 新建仓
ACGL Arch Capital Group Ltd $1,5530.00%16 16— $1,553 新建仓
LOPE Grand Canyon Education Inc $1,5740.00%11 11— $1,574 新建仓
NEU NewMarket Corp $1,5820.00%2 2— $1,582 新建仓
PATH UIPATH INC $1,5870.00%146 00.0% — 不变
IEX IDEX Corp $1,5890.00%7 7— $1,589 新建仓
CGNX Cognex Corp $1,5930.00%22 22— $1,593 新建仓
CNX CNX Resources Corp $1,5950.00%47 47— $1,595 新建仓
NKE NIKE INC $1,6010.00%39 1456.0% $575 加仓
TPB Turning Point Brands Inc $1,6110.00%19 19— $1,611 新建仓
FTDR Frontdoor Inc $1,6290.00%21 21— $1,629 新建仓
BRBR BELLRING BRANDS INC $1,6300.00%126 00.0% — 不变
CORZ Core Scientific Inc $1,6380.00%64 64— $1,638 新建仓
DASH DoorDash Inc $1,6610.00%9 8800.0% $1,476 加仓
FWONA LIBERTY MEDIA CORP DEL $1,6630.00%19 15375.0% $1,313 加仓
MELI MercadoLibre Inc $1,6970.00%1 1— $1,697 新建仓
TAK Takeda Pharmaceutical Co Ltd $1,6990.00%106 106— $1,699 新建仓
PRI Primerica Inc $1,7050.00%6 6— $1,705 新建仓
COO Cooper Cos Inc/The $1,7210.00%24 24— $1,721 新建仓
DFH DREAM FINDERS HOMES INC $1,7260.00%100 00.0% — 不变
UMH UMH Properties Inc $1,7260.00%114 114— $1,726 新建仓
— TEVA PHARMACEUTICAL INDS LTD $1,7280.00%51 00.0% — 不变
PRDO Perdoceo Education Corp $1,7280.00%54 54— $1,728 新建仓
SPHR Sphere Entertainment Co $1,7300.00%10 10— $1,730 新建仓
— NET LEASE OFFICE PROPERTIES $1,7400.00%156 1813.0% $201 加仓
KWR Quaker Chemical Corp $1,7480.00%11 11— $1,748 新建仓
HRB H&R Block Inc $1,7520.00%46 46— $1,752 新建仓
DBX Dropbox Inc $1,7580.00%64 64— $1,758 新建仓
KALU Kaiser Aluminum Corp $1,7610.00%9 9— $1,761 新建仓
HAL Halliburton Co $1,7650.00%52 52— $1,765 新建仓
LEN/B LENNAR CORP $1,7740.00%20 16400.0% $1,419 加仓
FIVE Five Below Inc $1,7980.00%10 10— $1,798 新建仓
CRL Charles River Laboratories International Inc $1,8140.00%8 -26-76.5% -$5,896 重新持有
INCY Incyte Corp $1,8140.00%16 16— $1,814 新建仓
CARR Carrier Global Corp $1,8340.00%25 16177.8% $1,174 加仓
ZS ZSCALER INC $1,8350.00%13 00.0% — 不变
TSCO TRACTOR SUPPLY CO $1,8650.00%59 00.0% — 不变
SFL SFL Corp Ltd $1,8670.00%183 183— $1,867 新建仓
— DIREXION SHARES ETF TRUST $1,8680.00%21 00.0% — 不变
RVTY Revvity Inc $1,8910.00%17 17— $1,891 新建仓
PHIN Phinia Inc $1,8950.00%23 23— $1,895 新建仓
RCL Royal Caribbean Cruises Ltd $1,9050.00%6 4200.0% $1,270 重新持有
TMF DIREXION SHARES ETF TRUST $1,9200.00%54 00.0% — 不变
AMH American Homes 4 Rent $1,9440.00%58 58— $1,944 新建仓
UTZ UTZ Brands Inc Com Usd0.0001 Cl A $1,9480.00%253 253— $1,948 新建仓
TNA DIREXION SHARES ETF TRUST $1,9530.00%26 00.0% — 不变
RIGL RIGEL PHARMACEUTICALS INC $1,9560.00%50 00.0% — 不变
NTCT NetScout Systems Inc $1,9600.00%45 45— $1,960 新建仓
SNDR Schneider National Inc $1,9730.00%54 54— $1,973 新建仓
CVNA Carvana Co $1,9750.00%30 30— $1,975 新建仓
PODD INSULET CORP $1,9790.00%13 00.0% — 不变
CNS Cohen & Steers Inc $1,9800.00%26 26— $1,980 新建仓
ADM Archer-Daniels-Midland Co $1,9860.00%26 26— $1,986 新建仓
OI O-I Glass Inc $1,9930.00%207 207— $1,993 新建仓
WWW Wolverine World Wide Inc $2,0000.00%121 121— $2,000 新建仓
TTWO Take-Two Interactive Software Inc $2,0000.00%8 8— $2,000 新建仓
STVN Stevanato Group SpA $2,0060.00%111 111— $2,006 新建仓
CBRE CBRE GROUP INC $2,0200.00%15 -33-68.8% -$4,444 减仓
RSI Rush Street Interactive Inc $2,0220.00%68 68— $2,022 新建仓
CNI Canadian National Railway Co $2,0270.00%17 17— $2,027 新建仓
SRLN SSGA ACTIVE ETF TR $2,0550.00%51 818.6% $322 加仓
AJG GALLAGHER ARTHUR J & CO $2,0660.00%9 -1-10.0% -$230 减仓
RUSHB Rush Enterprises Inc $2,0660.00%27 27— $2,066 新建仓
UCB United Community Banks Inc/GA $2,1050.00%60 60— $2,105 新建仓
AVY Avery Dennison Corp $2,1110.00%13 562.5% $812 加仓
LECO Lincoln Electric Holdings Inc $2,1240.00%8 8— $2,124 新建仓
SIRI SIRIUSXM HOLDINGS INC $2,1270.00%72 681,700.0% $2,009 加仓
ORI Old Republic International Corp $2,1280.00%52 52— $2,128 新建仓
SN Sharkninja Inc $2,1320.00%14 14— $2,132 新建仓
LIND Lindblad Expeditions Holdings Inc $2,1460.00%76 76— $2,146 新建仓
WST West Pharmaceutical Services Inc $2,1540.00%6 6— $2,154 新建仓
AMKR Amkor Technology Inc $2,1560.00%25 25— $2,156 新建仓
SCYB SCHWAB STRATEGIC TR $2,1730.00%83 83— $2,173 新建仓
RKT Rocket Cos Inc $2,1740.00%138 138— $2,174 新建仓
CPT Camden Property Trust $2,1750.00%19 19— $2,175 新建仓
AI C3.ai $2,1910.00%241 4120.5% $373 加仓
AMN AMN Healthcare Services Inc $2,2010.00%68 68— $2,201 新建仓
WDAY WORKDAY INC $2,2040.00%18 00.0% — 不变
ECL Ecolab Inc $2,2290.00%8 8— $2,229 新建仓
HIW Highwoods Properties Inc $2,2320.00%74 74— $2,232 新建仓
DAVE Dave Inc $2,2360.00%6 6— $2,236 新建仓
CHRW CH Robinson Worldwide Inc $2,2600.00%12 12— $2,260 新建仓
APTV Aptiv PLC $2,2710.00%37 37— $2,271 新建仓
BIPC BROOKFIELD INFRASTRUCTURE CO $2,2730.00%59 43268.8% $1,657 加仓
CNO CNO Financial Group Inc $2,2940.00%45 45— $2,294 新建仓
KNSL Kinsale Capital Group Inc $2,3090.00%7 7— $2,309 新建仓
KEX Kirby Corp $2,3110.00%17 17— $2,311 新建仓
IQV IQVIA Holdings Inc $2,3190.00%12 12— $2,319 新建仓
WULF Terawulf Inc $2,3220.00%94 94— $2,322 新建仓
POWI Power Integrations Inc $2,3450.00%28 28— $2,345 新建仓
ISTB ISHARES TR $2,3490.00%49 12.1% $48 加仓
VPU VANGUARD WORLD FD $2,3490.00%12 12— $2,349 新建仓
XBI SPDR SERIES TRUST $2,3740.00%15 00.0% — 不变
CRC California Resources Corp $2,3790.00%45 45— $2,379 新建仓
CLH CLEAN HARBORS INC $2,3900.00%8 00.0% — 不变
KFRC Kforce Inc $2,3930.00%51 51— $2,393 新建仓
SNX TD SYNNEX Corp $2,4060.00%9 9— $2,406 新建仓