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 |
|---|---|---|---|---|---|---|---|---|
| ESGE | ISHARES INC | $1.12万 | 0.00% | 204 | 104 | 104.0% | $5,699 | 加仓 |
| SW | Smurfit Westrock PLC | $1.12万 | 0.00% | 242 | 242 | — | $1.12万 | 新建仓 |
| SEIV | SEI QiM U.S. Large Cap Value Active ETF | $1.12万 | 0.00% | 234 | 234 | — | $1.12万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $1.13万 | 0.00% | 109 | 109 | — | $1.13万 | 新建仓 |
| DEO | Diageo PLC | $1.13万 | 0.00% | 141 | 141 | — | $1.13万 | 新建仓 |
| R | RYDER SYS INC | $1.13万 | 0.00% | 43 | 14 | 48.3% | $3,693 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.14万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1.14万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $1.14万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN RTY TR | $1.16万 | 0.00% | 3,600 | -1,500 | -29.4% | -$4,815 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.16万 | 0.00% | 393 | 318 | 424.0% | $9,359 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $1.16万 | 0.00% | 58 | -58 | -50.0% | -$1.16万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $1.17万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.17万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $1.18万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $1.18万 | 0.00% | 29 | 20 | 222.2% | $8,146 | 加仓 |
| FLR | FLUOR CORP | $1.18万 | 0.00% | 226 | 11 | 5.1% | $576 | 加仓 |
| ACM | AECOM | $1.19万 | 0.00% | 171 | 24 | 16.3% | $1,675 | 加仓 |
| SEIM | SEI QiM U.S. Large Cap Momentum Active ETF | $1.20万 | 0.00% | 213 | 213 | — | $1.20万 | 新建仓 |
| IWN | ISHARES TR | $1.20万 | 0.00% | 54 | -4 | -6.9% | -$886 | 减仓 |
| ICLR | ICON PLC | $1.20万 | 0.00% | 69 | -25 | -26.6% | -$4,343 | 重新持有 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $1.21万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1.22万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION SHARES ETF TRUST | $1.22万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $1.23万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $1.23万 | 0.01% | 258 | 245 | 1,884.6% | $1.17万 | 加仓 |
| XAR | SPDR SERIES TRUST | $1.25万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $1.26万 | 0.01% | 84 | -47 | -35.9% | -$7,056 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1.26万 | 0.01% | 82 | -22 | -21.2% | -$3,387 | 减仓 |
| DIHP | Dimensional International High Profitability ETF | $1.27万 | 0.01% | 373 | 373 | — | $1.27万 | 新建仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $1.27万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SPIP | SPDR SERIES TRUST | $1.29万 | 0.01% | 501 | 120 | 31.5% | $3,083 | 加仓 |
| SXI | Standex International Corp | $1.29万 | 0.01% | 36 | 36 | — | $1.29万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.29万 | 0.01% | 26 | -161 | -86.1% | -$8.00万 | 减仓 |
| NTRA | Natera Inc | $1.30万 | 0.01% | 48 | 48 | — | $1.30万 | 新建仓 |
| MTRN | Materion Corp | $1.31万 | 0.01% | 44 | 44 | — | $1.31万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.31万 | 0.01% | 111 | -62 | -35.8% | -$7,335 | 减仓 |
| KHC | KRAFT HEINZ CO | $1.33万 | 0.01% | 564 | -533 | -48.6% | -$1.26万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $1.35万 | 0.01% | 135 | -228 | -62.8% | -$2.29万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $1.36万 | 0.01% | 1,010 | 10 | 1.0% | $135 | 加仓 |
| BIZD | VANECK ETF TRUST | $1.36万 | 0.01% | 1,075 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $1.37万 | 0.01% | 276 | 108 | 64.3% | $5,351 | 加仓 |
| EBND | State Street SPDR Bloomberg Emerging Markets Local Bond ETF | $1.37万 | 0.01% | 654 | 654 | — | $1.37万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $1.37万 | 0.01% | 413 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $1.38万 | 0.01% | 78 | 71 | 1,014.3% | $1.25万 | 加仓 |
| BCS | Barclays PLC | $1.38万 | 0.01% | 514 | 514 | — | $1.38万 | 新建仓 |
| SYM | SYMBOTIC INC | $1.38万 | 0.01% | 308 | 0 | 0.0% | — | 不变 |
| BDVL | BLACKROCK ETF TRUST | $1.39万 | 0.01% | 535 | 5 | 0.9% | $130 | 加仓 |
| IWS | ISHARES TR | $1.40万 | 0.01% | 85 | -33 | -28.0% | -$5,443 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $1.40万 | 0.01% | 123 | -253 | -67.3% | -$2.89万 | 减仓 |
| SE | SEA LTD | $1.41万 | 0.01% | 147 | 112 | 320.0% | $1.07万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1.41万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $1.41万 | 0.01% | 148 | -220 | -59.8% | -$2.10万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $1.43万 | 0.01% | 475 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $1.43万 | 0.01% | 726 | 0 | 0.0% | — | 不变 |
| DG | Dollar General Corp | $1.43万 | 0.01% | 124 | 124 | — | $1.43万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $1.43万 | 0.01% | 3,029 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $1.44万 | 0.01% | 64 | 1 | 1.6% | $224 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $1.44万 | 0.01% | 343 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.45万 | 0.01% | 162 | 0 | 0.0% | — | 不变 |
| SBLK | STAR BULK CARRIERS CORP. | $1.47万 | 0.01% | 589 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $1.48万 | 0.01% | 91 | 38 | 71.7% | $6,189 | 加仓 |
| PULS | PGIM ETF TR | $1.49万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $1.52万 | 0.01% | 222 | -176 | -44.2% | -$1.20万 | 减仓 |
| EWZ | ISHARES INC | $1.52万 | 0.01% | 440 | 0 | 0.0% | — | 不变 |
| NAPR | INNOVATOR ETFS TRUST | $1.53万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| EUSB | ISHARES TR | $1.54万 | 0.01% | 354 | 354 | — | $1.54万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $1.54万 | 0.01% | 168 | 56 | 50.0% | $5,134 | 加仓 |
| — | ISHARES TR | $1.55万 | 0.01% | 482 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $1.55万 | 0.01% | 498 | 498 | — | $1.55万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $1.55万 | 0.01% | 39 | 28 | 254.5% | $1.11万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1.55万 | 0.01% | 71 | 7 | 10.9% | $1,529 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1.57万 | 0.01% | 89 | 0 | 0.0% | — | 不变 |
| Z | Zillow Group Inc | $1.58万 | 0.01% | 500 | 500 | — | $1.58万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $1.58万 | 0.01% | 319 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $1.58万 | 0.01% | 1,189 | 128 | 12.1% | $1,700 | 加仓 |
| — | NUSHARES ETF TR | $1.59万 | 0.01% | 487 | 487 | — | $1.59万 | 新建仓 |
| LAD | LITHIA MTRS INC | $1.60万 | 0.01% | 55 | 1 | 1.9% | $290 | 加仓 |
| SDIV | GLOBAL X FDS | $1.61万 | 0.01% | 660 | -530 | -44.5% | -$1.30万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $1.62万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $1.63万 | 0.01% | 62 | -41 | -39.8% | -$1.08万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $1.63万 | 0.01% | 117 | 13 | 12.5% | $1,808 | 加仓 |
| FDX | FEDEX CORP | $1.63万 | 0.01% | 52 | 11 | 26.8% | $3,444 | 加仓 |
| EVR | Evercore Inc | $1.64万 | 0.01% | 48 | 48 | — | $1.64万 | 新建仓 |
| SJNK | SPDR SERIES TRUST | $1.64万 | 0.01% | 657 | 1 | 0.2% | $25 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.65万 | 0.01% | 90 | 7 | 8.4% | $1,282 | 加仓 |
| TLN | Talen Energy Corporation | $1.65万 | 0.01% | 43 | 43 | — | $1.65万 | 新建仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $1.65万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $1.67万 | 0.01% | 16 | 5 | 45.5% | $5,212 | 加仓 |
| ADSK | AUTODESK INC | $1.67万 | 0.01% | 86 | 9 | 11.7% | $1,750 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1.67万 | 0.01% | 177 | 66 | 59.5% | $6,240 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $1.68万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.68万 | 0.01% | 111 | 11 | 11.0% | $1,665 | 加仓 |
| GPN | Global Payments Inc | $1.69万 | 0.01% | 233 | 231 | 11,550.0% | $1.68万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $1.70万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $1.70万 | 0.01% | 385 | 385 | — | $1.70万 | 新建仓 |
| PCG | PG&E CORP | $1.70万 | 0.01% | 1,013 | 3 | 0.3% | $50 | 加仓 |
| EMLC | VANECK ETF TRUST | $1.73万 | 0.01% | 677 | 677 | — | $1.73万 | 新建仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $1.74万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $1.74万 | 0.01% | 113 | 88 | 352.0% | $1.36万 | 加仓 |