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
NFG National Fuel Gas Co $3,3970.00%44 44— $3,397 新建仓
— PUTNAM ETF TRUST $3,4010.00%125 00.0% — 不变
ARW Arrow Electronics Inc $3,4150.00%16 -29-64.4% -$6,190 重新持有
U UNITY SOFTWARE INC $3,4300.00%120 1141,900.0% $3,258 加仓
MARA MARA Holdings Inc $3,4590.00%249 249— $3,459 新建仓
H Hyatt Hotels Corp $3,4890.00%18 18— $3,489 新建仓
DTE DTE Energy Co $3,5050.00%23 20666.7% $3,048 加仓
ROL Rollins Inc $3,5060.00%84 84— $3,506 新建仓
BLV VANGUARD BD INDEX FDS $3,5210.00%51 1750.0% $1,174 加仓
WERN Werner Enterprises Inc $3,5320.00%81 81— $3,532 新建仓
TMC TMC THE METALS COMPANY INC $3,5440.00%800 00.0% — 不变
UVSP Univest Financial Corp $3,5440.00%81 81— $3,544 新建仓
RGLD Royal Gold Inc $3,5930.00%18 18— $3,593 新建仓
LEA Lear Corp $3,6200.00%27 27— $3,620 新建仓
— ADVISORS INNER CIRCLE FD II $3,6270.00%143 00.0% — 不变
LGIH LGI Homes Inc $3,6300.00%57 57— $3,630 新建仓
BBRE J P MORGAN EXCHANGE TRADED F $3,6470.00%34 00.0% — 不变
XYL Xylem Inc/NY $3,6650.00%31 31— $3,665 新建仓
CART MAPLEBEAR INC $3,6930.00%78 00.0% — 不变
IREN IREN Ltd $3,7500.00%82 82— $3,750 新建仓
FDXF FEDEX FGHT HLDG CO INC $3,7750.00%25 25— $3,775 新建仓
QS QUANTUMSCAPE CORP $3,7800.00%500 00.0% — 不变
HLNE Hamilton Lane Inc $3,7840.00%48 48— $3,784 新建仓
USIG iShares Broad USD Investment Grade Corporate Bond ETF $3,7950.00%74 74— $3,795 新建仓
IBB ISHARES TR $3,8140.00%20 00.0% — 不变
MTD Mettler-Toledo International Inc $3,8330.00%3 3— $3,833 新建仓
JFR NUVEEN FLOATING RATE INCOME $3,8350.00%500 00.0% — 不变
OUNZ VANECK MERK GOLD ETF $3,8590.00%100 00.0% — 不变
SHLD GLOBAL X FDS $3,8810.00%65 00.0% — 不变
NGG National Grid PLC $3,8950.00%47 47— $3,895 新建仓
SSL SASOL LTD $3,9280.00%400 00.0% — 不变
BAR GRANITESHARES GOLD TR $3,9530.00%100 00.0% — 不变
KNX Knight-Swift Transportation Holdings Inc $3,9710.00%51 51— $3,971 新建仓
WING Wingstop Inc $3,9880.00%23 23— $3,988 新建仓
PINS PINTEREST INC $3,9960.00%190 5338.7% $1,115 加仓
DVA DaVita Inc $4,0050.00%18 18— $4,005 新建仓
LII Lennox International Inc $4,0110.00%7 6600.0% $3,438 重新持有
— CHARGEPOINT HOLDINGS INC $4,0130.00%679 67413,480.0% $3,983 加仓
RYAAY Ryanair Holdings PLC $4,0150.00%62 62— $4,015 新建仓
SNA SNAP ON INC $4,0240.00%10 -1-9.1% -$402 减仓
MLM Martin Marietta Materials Inc $4,0370.00%7 7— $4,037 新建仓
WH Wyndham Hotels & Resorts Inc $4,0420.00%48 48— $4,042 新建仓
EXTR EXTREME NETWORKS INC $4,0460.00%125 00.0% — 不变
UFPI UFP Industries Inc $4,0830.00%45 45— $4,083 新建仓
AMRZ Amrize Ltd $4,1040.00%77 77— $4,104 新建仓
GL Globe Life Inc $4,1100.00%23 23— $4,110 新建仓
FTI TechnipFMC Ltd $4,1110.00%62 62— $4,111 新建仓
BAH BOOZ ALLEN HAMILTON HLDG COR $4,1260.00%68 23.0% $121 加仓
CNNE CANNAE HLDGS INC $4,1330.00%287 00.0% — 不变
GEO GEO Group Inc/The $4,1370.00%140 140— $4,137 新建仓
— GLOBAL X FDS $4,1390.00%150 00.0% — 不变
AOM ISHARES TR $4,1410.00%83 00.0% — 不变
EME EMCOR Group INC $4,1490.00%5 5— $4,149 新建仓
FNV FRANCO NEV CORP $4,1690.00%20 00.0% — 不变
ROIV Roivant Sciences Ltd $4,1760.00%118 118— $4,176 新建仓
IRMD iRadimed Corp $4,2050.00%44 44— $4,205 新建仓
UNF UniFirst Corp/MA $4,2310.00%16 16— $4,231 新建仓
NXST Nexstar Media Group Inc $4,2860.00%24 24— $4,286 新建仓
— DIREXION SHARES ETF TRUST $4,2950.00%93 00.0% — 不变
GDDY GoDaddy Inc $4,3290.00%51 51— $4,329 新建仓
ODFL OLD DOMINION FREIGHT LINE IN $4,3320.00%20 -1-4.8% -$217 减仓
ARES ARES MANAGEMENT CORPORATION $4,3410.00%39 1456.0% $1,558 加仓
— Webster Financial Corp $4,3560.00%57 -54-48.6% -$4,127 重新持有
CBOE Cboe Global Markets Inc $4,3680.00%18 -59-76.6% -$1.43万 重新持有
NI NiSource Inc $4,3750.00%92 92— $4,375 新建仓
A Agilent Technologies Inc $4,3830.00%33 33— $4,383 新建仓
TRNO Terreno Realty Corp $4,4040.00%68 68— $4,404 新建仓
GFL GFL Environmental Inc $4,4150.00%120 120— $4,415 新建仓
TT TRANE TECHNOLOGIES PLC $4,4200.00%9 -4-30.8% -$1,964 减仓
CHW CALAMOS GBL DYN INCOME FUND $4,4550.00%500 00.0% — 不变
IPAR Interparfums Inc $4,4740.00%40 40— $4,474 新建仓
BNY BANK OF NY MELLON CORP $4,4830.00%31 1155.0% $1,591 加仓
WCC WESCO International Inc $4,4910.00%13 13— $4,491 新建仓
EL Estee Lauder Cos Inc/The $4,5000.00%57 57— $4,500 新建仓
WRB W R Berkley Corp $4,5140.00%64 64— $4,514 新建仓
ALNY Alnylam Pharmaceuticals Inc $4,5150.00%15 666.7% $1,806 加仓
KEYS Keysight Technologies Inc $4,5510.00%13 13— $4,551 新建仓
FNB FNB Corp/PA $4,5980.00%241 241— $4,598 新建仓
VTC VANGUARD SCOTTSDALE FDS $4,6080.00%60 60— $4,608 新建仓
OCSL OAKTREE SPECIALTY LENDING $4,6100.00%386 00.0% — 不变
JBHT JB Hunt Transport Services Inc $4,6310.00%16 16— $4,631 新建仓
VOE VANGUARD INDEX FDS $4,6440.00%24 -1-4.0% -$194 减仓
NDAQ Nasdaq Inc $4,6500.00%59 59— $4,650 新建仓
NNE NANO NUCLEAR ENERGY INC $4,6510.00%220 00.0% — 不变
GWX SPDR INDEX SHS FDS $4,6810.00%107 10.9% $44 加仓
TGLS TECNOGLASS INC $4,6810.00%100 00.0% — 不变
XIFR XPLR INFRASTRUCTURE LP $4,7240.00%400 00.0% — 不变
BCE BCE INC $4,7810.00%222 00.0% — 不变
ABVX Abivax SA $4,7970.00%36 36— $4,797 新建仓
HR HEALTHCARE RLTY TR $4,8210.00%239 00.0% — 不变
JCI Johnson Controls International plc $4,8220.00%33 -24-42.1% -$3,507 减仓
WAT WATERS CORP $4,8760.00%13 00.0% — 不变
CE Celanese Corp $4,8760.00%106 106— $4,876 新建仓
ACLS Axcelis Technologies Inc $4,9260.00%26 -1,154-97.8% -$21.86万 减仓
CTAS CINTAS CORP $4,9320.00%29 15107.1% $2,551 加仓
CRAI CRA International Inc $4,9810.00%35 35— $4,981 新建仓
SMFG Sumitomo Mitsui Financial Group Inc $4,9990.00%212 212— $4,999 新建仓
TREX TREX INC $5,0040.00%100 00.0% — 不变
EXEL EXELIXIS INC $5,0050.00%92 861,433.3% $4,679 加仓
USFD US Foods Holding Corp $5,0100.00%49 49— $5,010 新建仓