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
SDFI AB ACTIVE ETFS INC $5,0110.00%141 00.0% — 不变
ELV ELEVANCE HEALTH INC FORMERLY $5,0270.00%13 9225.0% $3,480 加仓
FJP FIRST TR EXCH TRD ALPHDX FD $5,0370.00%66 00.0% — 不变
ETW EATON VANCE TAX-MANAGED GLOB $5,0610.00%525 00.0% — 不变
FEP FIRST TR EXCH TRD ALPHDX FD $5,1920.00%91 00.0% — 不变
AN AUTONATION INC $5,2020.00%28 00.0% — 不变
VONV VANGUARD SCOTTSDALE FDS $5,2090.00%49 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $5,2450.00%683 00.0% — 不变
MPT MEDICAL PROPERTIES TRUST INC $5,2950.00%1,146 14614.6% $675 加仓
REZ ISHARES TR $5,3030.00%56 00.0% — 不变
— INNOVATOR ETFS TRUST $5,3470.00%166 00.0% — 不变
HEI/A HEICO Corp $5,4160.00%21 21— $5,416 新建仓
SEIQ SEI QiM U.S. Large Cap Quality Active ETF $5,4390.00%138 138— $5,439 新建仓
BIP BROOKFIELD INFRASTRUCTURE PA $5,4740.00%150 00.0% — 不变
TGTX TG THERAPEUTICS INC $5,4940.00%100 00.0% — 不变
SNY Sanofi SA $5,5460.00%130 130— $5,546 新建仓
SIVR ABRDN SILVER ETF TRUST $5,6220.00%100 00.0% — 不变
QQQI NEOS ETF TRUST $5,6790.00%100 100— $5,679 新建仓
CC CHEMOURS CO $5,7460.00%280 00.0% — 不变
MGA Magna International Inc $5,7780.00%88 88— $5,778 新建仓
MICC MAGNUM ICE CREAM CO NV $5,8700.00%337 -112-24.9% -$1,951 减仓
RWR SPDR SERIES TRUST $5,8740.00%52 00.0% — 不变
UMI USCF ETF TR $5,8840.00%100 00.0% — 不变
OZK Bank OZK $5,8860.00%113 113— $5,886 新建仓
ZTS ZOETIS INC $5,8930.00%82 792,633.3% $5,677 加仓
SCHW Charles Schwab Corp/The $5,9050.00%64 601,500.0% $5,536 加仓
ARMK Aramark $5,9180.00%104 93845.5% $5,292 重新持有
WAB WABTEC $5,9330.00%22 19633.3% $5,124 加仓
GNK GENCO SHIPPING &TRADING LTD $5,9340.00%239 31.3% $74 加仓
AGM Federal Agricultural Mortgage Corp $5,9780.00%30 30— $5,978 新建仓
COIN COINBASE GLOBAL INC $5,9930.00%41 1032.3% $1,462 加仓
XLB SELECT SECTOR SPDR TR $5,9980.00%118 00.0% — 不变
RNR RenaissanceRe Holdings Ltd $6,0210.00%19 19— $6,021 新建仓
PUK Prudential PLC $6,0590.00%226 226— $6,059 新建仓
SFBS ServisFirst Bancshares Inc $6,0730.00%70 70— $6,073 新建仓
RDW REDWIRE CORPORATION $6,1150.00%500 500— $6,115 新建仓
VOD VODAFONE GROUP PLC $6,1480.00%465 00.0% — 不变
JBL Jabil Inc $6,1680.00%16 16— $6,168 新建仓
PFFA ETFIS SER TR I $6,1710.00%300 00.0% — 不变
ESML ISHARES TR $6,2250.00%111 -138-55.4% -$7,739 减仓
DDOG Datadog Inc $6,2490.00%24 24— $6,249 新建仓
CTRE CARETRUST REIT INC $6,2540.00%155 00.0% — 不变
FXZ FIRST TR EXCHANGE-TRADED FD $6,2760.00%79 00.0% — 不变
CNH CNH Industrial NV $6,2890.00%560 560— $6,289 新建仓
TER TERADYNE INC $6,2900.00%13 11550.0% $5,322 加仓
FSIG FIRST TR EXCHANGE-TRADED FD $6,2980.00%334 00.0% — 不变
LMBS FIRST TR EXCHANGE-TRADED FD $6,3220.00%127 00.0% — 不变
FIXD FIRST TR EXCHNG TRADED FD VI $6,3230.00%145 00.0% — 不变
BHF BRIGHTHOUSE FINL INC $6,3300.00%100 00.0% — 不变
HMC Honda Motor Co Ltd $6,3440.00%234 234— $6,344 新建仓
STLD Steel Dynamics Inc $6,4250.00%28 28— $6,425 新建仓
CMS CMS Energy Corp $6,4260.00%84 781,300.0% $5,967 加仓
SPOT Spotify Technology SA $6,4280.00%14 10250.0% $4,591 加仓
RTO RENTOKIL INITIAL PLC $6,4370.00%225 225— $6,437 新建仓
— GLOBAL X FDS $6,4390.00%260 00.0% — 不变
XMHQ INVESCO EXCHANGE TRADED FD T $6,4430.00%57 00.0% — 不变
NSSC Napco Security Technologies Inc $6,4950.00%171 171— $6,495 新建仓
FSSL FS SPECIALTY LENDING FD $6,5120.00%584 448329.4% $4,996 重新持有
CHE Chemed Corp $6,5200.00%14 14— $6,520 新建仓
— TWO RDS SHARED TR $6,5570.00%252 00.0% — 不变
BKNG Booking Holdings Inc $6,5950.00%37 37— $6,595 新建仓
PSMT PriceSmart Inc $6,6420.00%34 34— $6,642 新建仓
VONG VANGUARD SCOTTSDALE FDS $6,6460.00%52 00.0% — 不变
MTZ MasTec Inc $6,6570.00%16 16— $6,657 新建仓
BMRN BioMarin Pharmaceutical Inc $6,6950.00%117 117— $6,695 新建仓
DTCR GLOBAL X FDS $6,7120.00%221 221— $6,712 新建仓
VCR VANGUARD WORLD FD $6,7420.00%17 00.0% — 不变
IDXX IDEXX LABS INC $6,8440.00%13 9225.0% $4,738 加仓
FWONK LIBERTY MEDIA CORP DEL $6,8500.00%72 45166.7% $4,281 加仓
FXO FIRST TR EXCHANGE-TRADED FD $6,8710.00%110 54.8% $312 加仓
IONS Ionis Pharmaceuticals Inc Com $6,8980.00%87 87— $6,898 新建仓
BIIB BIOGEN INC $6,9140.00%32 1477.8% $3,025 加仓
AVT Avnet Inc $6,9280.00%78 78— $6,928 新建仓
SPG SIMON PPTY GROUP INC NEW $6,9330.00%31 26520.0% $5,815 加仓
ARKK ARK ETF TR $6,9510.00%86 00.0% — 不变
CGNG CAPITAL GROUP NEW GEOGRAPHY $6,9680.00%186 186— $6,968 新建仓
DIV GLOBAL X FDS $6,9920.00%367 00.0% — 不变
LMAT LeMaitre Vascular Inc $7,0050.00%73 73— $7,005 新建仓
SELV SEI QiM U.S. Large Cap Low Volatility Active ETF $7,0260.00%215 215— $7,026 新建仓
— MODIV INDUSTRIAL INC $7,0300.00%404 00.0% — 不变
WTW Willis Towers Watson PLC $7,0570.00%27 27— $7,057 新建仓
HOMB Home BancShares Inc/AR $7,0800.00%248 248— $7,080 新建仓
CVLT COMMVAULT SYS INC $7,0870.00%50 00.0% — 不变
VLUE ISHARES TR $7,1280.00%36 00.0% — 不变
VNT Vontier Corp $7,1340.00%246 246— $7,134 新建仓
ROKU Roku Inc $7,1830.00%52 52— $7,183 新建仓
MCO Moody's Corp $7,2470.00%16 16— $7,247 新建仓
EEM ISHARES TR $7,2530.00%106 11.0% $68 加仓
ARWR Arrowhead Pharmaceuticals INC $7,2540.00%89 89— $7,254 新建仓
UMC UNITED MICROELECTRONICS CORP $7,2650.00%267 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $7,2700.00%22 746.7% $2,313 加仓
BSX BOSTON SCIENTIFIC CORP $7,2980.00%171 -187-52.2% -$7,981 减仓
MNST MONSTER BEVERAGE CORP NEW $7,3050.00%76 -5-6.2% -$481 减仓
RXRX RECURSION PHARMACEUTICALS IN $7,3400.00%2,000 00.0% — 不变
BUG GLOBAL X FDS $7,4090.00%194 00.0% — 不变
TNL Travel Plus Leisure Co $7,4140.00%97 97— $7,414 新建仓
ARGX ARGENX SE $7,4220.00%8 114.3% $928 加仓
VTRS Viatris Inc $7,4320.00%468 468— $7,432 新建仓
BWA BorgWarner Inc $7,4370.00%112 -23-17.0% -$1,527 重新持有
SCHA SCHWAB STRATEGIC TR $7,4790.00%207 207— $7,479 新建仓