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 |
|---|---|---|---|---|---|---|---|---|
| CCL | CARNIVAL CORP LTD | $8,114 | 0.00% | 284 | 284 | — | $8,114 | 新建仓 |
| EHC | Encompass Health Corp | $8,086 | 0.00% | 80 | 80 | — | $8,086 | 新建仓 |
| SMMD | ISHARES TR | $8,063 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| XE | X-ENERGY INC | $8,023 | 0.00% | 437 | 437 | — | $8,023 | 新建仓 |
| ABNB | AIRBNB INC | $8,013 | 0.00% | 56 | -67 | -54.5% | -$9,587 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $8,004 | 0.00% | 51 | 51 | — | $8,004 | 新建仓 |
| SM | SM ENERGY COMPANY | $7,961 | 0.00% | 305 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $7,920 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $7,892 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $7,864 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| — | PERMROCK ROYALTY TRUST | $7,840 | 0.00% | 3,500 | -1,500 | -30.0% | -$3,360 | 减仓 |
| MSCI | MSCI INC | $7,840 | 0.00% | 14 | 6 | 75.0% | $3,360 | 加仓 |
| ING | ING Groep NV | $7,814 | 0.00% | 249 | 249 | — | $7,814 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $7,774 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $7,729 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FUMB | FIRST TR EXCH TRADED FD III | $7,721 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| HHH | Howard Hughes Holdings Inc | $7,721 | 0.00% | 108 | 108 | — | $7,721 | 新建仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $7,710 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $7,698 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $7,614 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| BC | Brunswick Corp/DE | $7,582 | 0.00% | 90 | 90 | — | $7,582 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $7,574 | 0.00% | 22 | 3 | 15.8% | $1,033 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $7,560 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| STRL | Sterling Infrastructure Inc | $7,554 | 0.00% | 9 | 9 | — | $7,554 | 新建仓 |
| TXT | TEXTRON INC | $7,524 | 0.00% | 82 | 45 | 121.6% | $4,129 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $7,503 | 0.00% | 155 | 155 | — | $7,503 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $7,498 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $7,492 | 0.00% | 142 | 142 | — | $7,492 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $7,479 | 0.00% | 207 | 207 | — | $7,479 | 新建仓 |
| BWA | BorgWarner Inc | $7,437 | 0.00% | 112 | -23 | -17.0% | -$1,527 | 重新持有 |
| VTRS | Viatris Inc | $7,432 | 0.00% | 468 | 468 | — | $7,432 | 新建仓 |
| ARGX | ARGENX SE | $7,422 | 0.00% | 8 | 1 | 14.3% | $928 | 加仓 |
| TNL | Travel Plus Leisure Co | $7,414 | 0.00% | 97 | 97 | — | $7,414 | 新建仓 |
| BUG | GLOBAL X FDS | $7,409 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $7,340 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $7,305 | 0.00% | 76 | -5 | -6.2% | -$481 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $7,298 | 0.00% | 171 | -187 | -52.2% | -$7,981 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $7,270 | 0.00% | 22 | 7 | 46.7% | $2,313 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $7,265 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| ARWR | Arrowhead Pharmaceuticals INC | $7,254 | 0.00% | 89 | 89 | — | $7,254 | 新建仓 |
| EEM | ISHARES TR | $7,253 | 0.00% | 106 | 1 | 1.0% | $68 | 加仓 |
| MCO | Moody's Corp | $7,247 | 0.00% | 16 | 16 | — | $7,247 | 新建仓 |
| ROKU | Roku Inc | $7,183 | 0.00% | 52 | 52 | — | $7,183 | 新建仓 |
| VNT | Vontier Corp | $7,134 | 0.00% | 246 | 246 | — | $7,134 | 新建仓 |
| VLUE | ISHARES TR | $7,128 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $7,087 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HOMB | Home BancShares Inc/AR | $7,080 | 0.00% | 248 | 248 | — | $7,080 | 新建仓 |
| WTW | Willis Towers Watson PLC | $7,057 | 0.00% | 27 | 27 | — | $7,057 | 新建仓 |
| — | MODIV INDUSTRIAL INC | $7,030 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| SELV | SEI QiM U.S. Large Cap Low Volatility Active ETF | $7,026 | 0.00% | 215 | 215 | — | $7,026 | 新建仓 |
| LMAT | LeMaitre Vascular Inc | $7,005 | 0.00% | 73 | 73 | — | $7,005 | 新建仓 |
| DIV | GLOBAL X FDS | $6,992 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $6,968 | 0.00% | 186 | 186 | — | $6,968 | 新建仓 |
| ARKK | ARK ETF TR | $6,951 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW | $6,933 | 0.00% | 31 | 26 | 520.0% | $5,815 | 加仓 |
| AVT | Avnet Inc | $6,928 | 0.00% | 78 | 78 | — | $6,928 | 新建仓 |
| BIIB | BIOGEN INC | $6,914 | 0.00% | 32 | 14 | 77.8% | $3,025 | 加仓 |
| IONS | Ionis Pharmaceuticals Inc Com | $6,898 | 0.00% | 87 | 87 | — | $6,898 | 新建仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $6,871 | 0.00% | 110 | 5 | 4.8% | $312 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $6,850 | 0.00% | 72 | 45 | 166.7% | $4,281 | 加仓 |
| IDXX | IDEXX LABS INC | $6,844 | 0.00% | 13 | 9 | 225.0% | $4,738 | 加仓 |
| VCR | VANGUARD WORLD FD | $6,742 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $6,712 | 0.00% | 221 | 221 | — | $6,712 | 新建仓 |
| BMRN | BioMarin Pharmaceutical Inc | $6,695 | 0.00% | 117 | 117 | — | $6,695 | 新建仓 |
| MTZ | MasTec Inc | $6,657 | 0.00% | 16 | 16 | — | $6,657 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $6,646 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| PSMT | PriceSmart Inc | $6,642 | 0.00% | 34 | 34 | — | $6,642 | 新建仓 |
| BKNG | Booking Holdings Inc | $6,595 | 0.00% | 37 | 37 | — | $6,595 | 新建仓 |
| — | TWO RDS SHARED TR | $6,557 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| CHE | Chemed Corp | $6,520 | 0.00% | 14 | 14 | — | $6,520 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $6,512 | 0.00% | 584 | 448 | 329.4% | $4,996 | 重新持有 |
| NSSC | Napco Security Technologies Inc | $6,495 | 0.00% | 171 | 171 | — | $6,495 | 新建仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $6,443 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $6,439 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC | $6,437 | 0.00% | 225 | 225 | — | $6,437 | 新建仓 |
| SPOT | Spotify Technology SA | $6,428 | 0.00% | 14 | 10 | 250.0% | $4,591 | 加仓 |
| CMS | CMS Energy Corp | $6,426 | 0.00% | 84 | 78 | 1,300.0% | $5,967 | 加仓 |
| STLD | Steel Dynamics Inc | $6,425 | 0.00% | 28 | 28 | — | $6,425 | 新建仓 |
| HMC | Honda Motor Co Ltd | $6,344 | 0.00% | 234 | 234 | — | $6,344 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $6,330 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $6,323 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $6,322 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $6,298 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC | $6,290 | 0.00% | 13 | 11 | 550.0% | $5,322 | 加仓 |
| CNH | CNH Industrial NV | $6,289 | 0.00% | 560 | 560 | — | $6,289 | 新建仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $6,276 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $6,254 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| DDOG | Datadog Inc | $6,249 | 0.00% | 24 | 24 | — | $6,249 | 新建仓 |
| ESML | ISHARES TR | $6,225 | 0.00% | 111 | -138 | -55.4% | -$7,739 | 减仓 |
| PFFA | ETFIS SER TR I | $6,171 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| JBL | Jabil Inc | $6,168 | 0.00% | 16 | 16 | — | $6,168 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $6,148 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| RDW | REDWIRE CORPORATION | $6,115 | 0.00% | 500 | 500 | — | $6,115 | 新建仓 |
| SFBS | ServisFirst Bancshares Inc | $6,073 | 0.00% | 70 | 70 | — | $6,073 | 新建仓 |
| PUK | Prudential PLC | $6,059 | 0.00% | 226 | 226 | — | $6,059 | 新建仓 |
| RNR | RenaissanceRe Holdings Ltd | $6,021 | 0.00% | 19 | 19 | — | $6,021 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $5,998 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $5,993 | 0.00% | 41 | 10 | 32.3% | $1,462 | 加仓 |
| AGM | Federal Agricultural Mortgage Corp | $5,978 | 0.00% | 30 | 30 | — | $5,978 | 新建仓 |
| GNK | GENCO SHIPPING &TRADING LTD | $5,934 | 0.00% | 239 | 3 | 1.3% | $74 | 加仓 |