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
SLDE Slide Insurance Holdings Inc $2,4210.00%125 125— $2,421 新建仓
DXCM Dexcom Inc $2,4250.00%36 353,500.0% $2,358 加仓
PPL PPL Corp $2,4350.00%67 60857.1% $2,181 加仓
RIOT Riot Platforms Inc $2,4640.00%90 90— $2,464 新建仓
HSTM HealthStream Inc $2,4800.00%91 91— $2,480 新建仓
USHY ISHARES TR $2,4940.00%67 00.0% — 不变
ANGL VANECK ETF TRUST $2,4990.00%85 00.0% — 不变
CGCP CAPITAL GRP FIXED INCM ETF T $2,5010.00%112 10.9% $22 加仓
TFLR T Rowe Price Floating Rate ETF $2,5210.00%50 50— $2,521 新建仓
AAON AAON Inc $2,5370.00%20 20— $2,537 新建仓
USPH US Physical Therapy Inc $2,5410.00%37 37— $2,541 新建仓
TILE Interface Inc $2,5450.00%71 71— $2,545 新建仓
STAG STAG Industrial Inc $2,5500.00%67 67— $2,550 新建仓
XMMO INVESCO EXCHANGE TRADED FD T $2,5520.00%15 15— $2,552 新建仓
AA Alcoa Corp $2,5550.00%49 -64-56.6% -$3,337 减仓
HUBS HUBSPOT INC $2,5560.00%14 327.3% $548 加仓
IDA IDACORP Inc $2,5720.00%17 17— $2,572 新建仓
LITE Lumentum Holdings Inc $2,5740.00%3 3— $2,574 新建仓
FHN First Horizon Corp $2,5900.00%101 101— $2,590 新建仓
CF CF Industries Holdings Inc $2,5980.00%24 -88-78.6% -$9,526 重新持有
DFIP Dimensional Inflation-Protected Securities ETF $2,5990.00%63 63— $2,599 新建仓
VLY Valley National Bancorp $2,6080.00%178 178— $2,608 新建仓
HYS PIMCO ETF TR $2,6350.00%28 00.0% — 不变
FIGR Figure Technology Solutions Inc $2,6410.00%86 86— $2,641 新建仓
TROX TRONOX HOLDINGS PLC $2,6460.00%420 00.0% — 不变
ALV Autoliv Inc $2,6720.00%23 23— $2,672 新建仓
DNLI Denali Therapeutics Inc $2,6750.00%104 104— $2,675 新建仓
HDB HDFC BANK LTD $2,6860.00%104 00.0% — 不变
MTDR Matador Resources Co $2,6880.00%54 54— $2,688 新建仓
EXC EXELON CORP $2,7040.00%58 46383.3% $2,145 加仓
ALGT Allegiant Travel Co $2,7050.00%23 23— $2,705 新建仓
HST HOST HOTELS & RESORTS INC $2,7260.00%115 99618.8% $2,347 加仓
— CALAMOS GLOBAL TOTAL RETURN $2,7320.00%200 00.0% — 不变
SCI Service Corp International/US $2,7350.00%36 36— $2,735 新建仓
ACAD ACADIA Pharmaceuticals Inc $2,7580.00%109 109— $2,758 新建仓
RGA Reinsurance Group of America Inc $2,7640.00%13 -36-73.5% -$7,654 重新持有
MPWR Monolithic Power Systems Inc $2,7650.00%2 -8-80.0% -$1.11万 重新持有
J Jacobs Solutions Inc $2,7720.00%22 22— $2,772 新建仓
SCHC SCHWAB STRATEGIC TR $2,7910.00%58 58— $2,791 新建仓
WEC WEC ENERGY GROUP INC $2,8030.00%24 314.3% $350 加仓
BCI Aberdeen Standard Investments ETFS Bloomberg All Comdty Strgy K 1 Free ETF $2,8150.00%126 126— $2,815 新建仓
DNTH Magenta Therapeutics Inc $2,8270.00%29 29— $2,827 新建仓
NBOS NEUBERGER BERMAN ETF TRUST $2,8290.00%101 00.0% — 不变
HUN Huntsman Corp $2,8460.00%268 268— $2,846 新建仓
CHRD Chord Energy Corp $2,8580.00%25 25— $2,858 新建仓
PNR Pentair PLC $2,9130.00%38 38— $2,913 新建仓
FNDC SCHWAB STRATEGIC TR $2,9140.00%60 60— $2,914 新建仓
OGE OGE Energy Corp $2,9200.00%60 60— $2,920 新建仓
EXP Eagle Materials Inc $2,9250.00%13 13— $2,925 新建仓
VLTO Veralto Corp $2,9260.00%33 22200.0% $1,951 重新持有
NET Cloudflare Inc $2,9430.00%12 10500.0% $2,452 加仓
WINA Winmark Corp $2,9620.00%7 7— $2,962 新建仓
ABM ABM Industries Inc $2,9640.00%67 67— $2,964 新建仓
IGV ISHARES TR $2,9900.00%33 33— $2,990 新建仓
TTMI TTM Technologies Inc $2,9920.00%16 16— $2,992 新建仓
HCC Warrior Met Coal Inc $3,0030.00%37 37— $3,003 新建仓
GVA Granite Construction Inc $3,0040.00%19 19— $3,004 新建仓
ELAN Elanco Animal Health Inc $3,0270.00%123 123— $3,027 新建仓
TTEK Tetra Tech Inc $3,0330.00%105 105— $3,033 新建仓
ROP Roper Technologies Inc $3,0460.00%9 9— $3,046 新建仓
CPK Chesapeake Utilities Corp $3,0620.00%25 25— $3,062 新建仓
— FRANKLIN FTSE CHINA ETF $3,0620.00%150 150— $3,062 新建仓
ORC ORCHID IS CAP INC $3,0660.00%440 00.0% — 不变
OSK Oshkosh Corp $3,0700.00%20 20— $3,070 新建仓
TWLO Twilio Inc $3,0950.00%15 15— $3,095 新建仓
DB Deutsche Bank AG $3,1060.00%92 92— $3,106 新建仓
XYZ BLOCK INC $3,1160.00%41 37925.0% $2,812 加仓
SAN BANCO SANTANDER SA $3,1190.00%226 00.0% — 不变
LGOV FIRST TR EXCHANGE-TRADED FD $3,1240.00%146 00.0% — 不变
HUBB Hubbell Inc $3,1390.00%6 6— $3,139 新建仓
BFH Bread Financial Holdings Inc $3,1420.00%29 29— $3,142 新建仓
GSLC GOLDMAN SACHS ETF TR $3,1460.00%22 -21-48.8% -$3,003 减仓
BUSE First Busey Corp $3,1570.00%107 107— $3,157 新建仓
FMF FIRST TR EXCHANGE-TRADED FD $3,1580.00%63 00.0% — 不变
VCSH VANGUARD SCOTTSDALE FDS $3,1610.00%40 -46-53.5% -$3,635 减仓
ITT ITT Inc $3,1640.00%16 16— $3,164 新建仓
SNN Smith & Nephew PLC $3,1690.00%110 110— $3,169 新建仓
KDP KEURIG DR PEPPER INC $3,1750.00%97 -53-35.3% -$1,735 减仓
FIIG FIRST TR EXCHANGE-TRADED FD $3,1890.00%154 00.0% — 不变
AZO AutoZone Inc $3,1960.00%1 1— $3,196 新建仓
XME SPDR SERIES TRUST $3,2080.00%30 30— $3,208 新建仓
LKFN Lakeland Financial Corp $3,2090.00%52 52— $3,209 新建仓
GEN Gen Digital Inc $3,2110.00%129 129— $3,211 新建仓
OLED UNIVERSAL DISPLAY CORP $3,2150.00%37 37— $3,215 新建仓
EWBC East West Bancorp Inc $3,2270.00%25 -31-55.4% -$4,001 重新持有
PAYX PAYCHEX INC $3,2450.00%33 726.9% $688 加仓
AFRM Affirm Holdings Inc $3,2620.00%40 40— $3,262 新建仓
VMBS VANGUARD SCOTTSDALE FDS $3,2810.00%70 2762.8% $1,266 加仓
HYLB DBX ETF TR $3,3010.00%90 2028.6% $734 加仓
LSTR Landstar System Inc $3,3090.00%16 16— $3,309 新建仓
IDYA Ideaya Biosciences Inc $3,3170.00%89 89— $3,317 新建仓
PDBC INVESCO ACTVELY MNGD ETC FD $3,3190.00%209 00.0% — 不变
— ADVISORSHARES TR $3,3320.00%100 00.0% — 不变
ISCF ISHARES TR $3,3330.00%77 77— $3,333 新建仓
CRI Carter's Inc $3,3340.00%81 81— $3,334 新建仓
ESQ Esquire Financial Holdings Inc $3,3350.00%28 28— $3,335 新建仓
GMAB Genmab A/S $3,3510.00%122 122— $3,351 新建仓
AXON AXON ENTERPRISE INC $3,3630.00%6 250.0% $1,121 加仓
AGO Assured Guaranty Ltd $3,3670.00%42 42— $3,367 新建仓
FTLS FIRST TR EXCH TRADED FD III $3,3950.00%46 00.0% — 不变