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 |
|---|---|---|---|---|---|---|---|---|
| WAB | WABTEC | $5,933 | 0.00% | 22 | 19 | 633.3% | $5,124 | 加仓 |
| ARMK | Aramark | $5,918 | 0.00% | 104 | 93 | 845.5% | $5,292 | 重新持有 |
| SCHW | Charles Schwab Corp/The | $5,905 | 0.00% | 64 | 60 | 1,500.0% | $5,536 | 加仓 |
| ZTS | ZOETIS INC | $5,893 | 0.00% | 82 | 79 | 2,633.3% | $5,677 | 加仓 |
| OZK | Bank OZK | $5,886 | 0.00% | 113 | 113 | — | $5,886 | 新建仓 |
| UMI | USCF ETF TR | $5,884 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $5,874 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $5,870 | 0.00% | 337 | -112 | -24.9% | -$1,951 | 减仓 |
| MGA | Magna International Inc | $5,778 | 0.00% | 88 | 88 | — | $5,778 | 新建仓 |
| CC | CHEMOURS CO | $5,746 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS ETF TRUST | $5,679 | 0.00% | 100 | 100 | — | $5,679 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $5,622 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SNY | Sanofi SA | $5,546 | 0.00% | 130 | 130 | — | $5,546 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $5,494 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $5,474 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SEIQ | SEI QiM U.S. Large Cap Quality Active ETF | $5,439 | 0.00% | 138 | 138 | — | $5,439 | 新建仓 |
| HEI/A | HEICO Corp | $5,416 | 0.00% | 21 | 21 | — | $5,416 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $5,347 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| REZ | ISHARES TR | $5,303 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5,295 | 0.00% | 1,146 | 146 | 14.6% | $675 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $5,245 | 0.00% | 683 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $5,209 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $5,202 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $5,192 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $5,061 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $5,037 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $5,027 | 0.00% | 13 | 9 | 225.0% | $3,480 | 加仓 |
| SDFI | AB ACTIVE ETFS INC | $5,011 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| USFD | US Foods Holding Corp | $5,010 | 0.00% | 49 | 49 | — | $5,010 | 新建仓 |
| EXEL | EXELIXIS INC | $5,005 | 0.00% | 92 | 86 | 1,433.3% | $4,679 | 加仓 |
| TREX | TREX INC | $5,004 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SMFG | Sumitomo Mitsui Financial Group Inc | $4,999 | 0.00% | 212 | 212 | — | $4,999 | 新建仓 |
| CRAI | CRA International Inc | $4,981 | 0.00% | 35 | 35 | — | $4,981 | 新建仓 |
| CTAS | CINTAS CORP | $4,932 | 0.00% | 29 | 15 | 107.1% | $2,551 | 加仓 |
| ACLS | Axcelis Technologies Inc | $4,926 | 0.00% | 26 | -1,154 | -97.8% | -$21.86万 | 减仓 |
| WAT | WATERS CORP | $4,876 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CE | Celanese Corp | $4,876 | 0.00% | 106 | 106 | — | $4,876 | 新建仓 |
| JCI | Johnson Controls International plc | $4,822 | 0.00% | 33 | -24 | -42.1% | -$3,507 | 减仓 |
| HR | HEALTHCARE RLTY TR | $4,821 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| ABVX | Abivax SA | $4,797 | 0.00% | 36 | 36 | — | $4,797 | 新建仓 |
| BCE | BCE INC | $4,781 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP | $4,724 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GWX | SPDR INDEX SHS FDS | $4,681 | 0.00% | 107 | 1 | 0.9% | $44 | 加仓 |
| TGLS | TECNOGLASS INC | $4,681 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $4,651 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| NDAQ | Nasdaq Inc | $4,650 | 0.00% | 59 | 59 | — | $4,650 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $4,644 | 0.00% | 24 | -1 | -4.0% | -$194 | 减仓 |
| JBHT | JB Hunt Transport Services Inc | $4,631 | 0.00% | 16 | 16 | — | $4,631 | 新建仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $4,610 | 0.00% | 386 | 0 | 0.0% | — | 不变 |
| VTC | VANGUARD SCOTTSDALE FDS | $4,608 | 0.00% | 60 | 60 | — | $4,608 | 新建仓 |
| FNB | FNB Corp/PA | $4,598 | 0.00% | 241 | 241 | — | $4,598 | 新建仓 |
| KEYS | Keysight Technologies Inc | $4,551 | 0.00% | 13 | 13 | — | $4,551 | 新建仓 |
| ALNY | Alnylam Pharmaceuticals Inc | $4,515 | 0.00% | 15 | 6 | 66.7% | $1,806 | 加仓 |
| WRB | W R Berkley Corp | $4,514 | 0.00% | 64 | 64 | — | $4,514 | 新建仓 |
| EL | Estee Lauder Cos Inc/The | $4,500 | 0.00% | 57 | 57 | — | $4,500 | 新建仓 |
| WCC | WESCO International Inc | $4,491 | 0.00% | 13 | 13 | — | $4,491 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $4,483 | 0.00% | 31 | 11 | 55.0% | $1,591 | 加仓 |
| IPAR | Interparfums Inc | $4,474 | 0.00% | 40 | 40 | — | $4,474 | 新建仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $4,455 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $4,420 | 0.00% | 9 | -4 | -30.8% | -$1,964 | 减仓 |
| GFL | GFL Environmental Inc | $4,415 | 0.00% | 120 | 120 | — | $4,415 | 新建仓 |
| TRNO | Terreno Realty Corp | $4,404 | 0.00% | 68 | 68 | — | $4,404 | 新建仓 |
| A | Agilent Technologies Inc | $4,383 | 0.00% | 33 | 33 | — | $4,383 | 新建仓 |
| NI | NiSource Inc | $4,375 | 0.00% | 92 | 92 | — | $4,375 | 新建仓 |
| CBOE | Cboe Global Markets Inc | $4,368 | 0.00% | 18 | -59 | -76.6% | -$1.43万 | 重新持有 |
| — | Webster Financial Corp | $4,356 | 0.00% | 57 | -54 | -48.6% | -$4,127 | 重新持有 |
| ARES | ARES MANAGEMENT CORPORATION | $4,341 | 0.00% | 39 | 14 | 56.0% | $1,558 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $4,332 | 0.00% | 20 | -1 | -4.8% | -$217 | 减仓 |
| GDDY | GoDaddy Inc | $4,329 | 0.00% | 51 | 51 | — | $4,329 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $4,295 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| NXST | Nexstar Media Group Inc | $4,286 | 0.00% | 24 | 24 | — | $4,286 | 新建仓 |
| UNF | UniFirst Corp/MA | $4,231 | 0.00% | 16 | 16 | — | $4,231 | 新建仓 |
| IRMD | iRadimed Corp | $4,205 | 0.00% | 44 | 44 | — | $4,205 | 新建仓 |
| ROIV | Roivant Sciences Ltd | $4,176 | 0.00% | 118 | 118 | — | $4,176 | 新建仓 |
| FNV | FRANCO NEV CORP | $4,169 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| EME | EMCOR Group INC | $4,149 | 0.00% | 5 | 5 | — | $4,149 | 新建仓 |
| AOM | ISHARES TR | $4,141 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $4,139 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| GEO | GEO Group Inc/The | $4,137 | 0.00% | 140 | 140 | — | $4,137 | 新建仓 |
| CNNE | CANNAE HLDGS INC | $4,133 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $4,126 | 0.00% | 68 | 2 | 3.0% | $121 | 加仓 |
| FTI | TechnipFMC Ltd | $4,111 | 0.00% | 62 | 62 | — | $4,111 | 新建仓 |
| GL | Globe Life Inc | $4,110 | 0.00% | 23 | 23 | — | $4,110 | 新建仓 |
| AMRZ | Amrize Ltd | $4,104 | 0.00% | 77 | 77 | — | $4,104 | 新建仓 |
| UFPI | UFP Industries Inc | $4,083 | 0.00% | 45 | 45 | — | $4,083 | 新建仓 |
| EXTR | EXTREME NETWORKS INC | $4,046 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| WH | Wyndham Hotels & Resorts Inc | $4,042 | 0.00% | 48 | 48 | — | $4,042 | 新建仓 |
| MLM | Martin Marietta Materials Inc | $4,037 | 0.00% | 7 | 7 | — | $4,037 | 新建仓 |
| SNA | SNAP ON INC | $4,024 | 0.00% | 10 | -1 | -9.1% | -$402 | 减仓 |
| RYAAY | Ryanair Holdings PLC | $4,015 | 0.00% | 62 | 62 | — | $4,015 | 新建仓 |
| — | CHARGEPOINT HOLDINGS INC | $4,013 | 0.00% | 679 | 674 | 13,480.0% | $3,983 | 加仓 |
| LII | Lennox International Inc | $4,011 | 0.00% | 7 | 6 | 600.0% | $3,438 | 重新持有 |
| DVA | DaVita Inc | $4,005 | 0.00% | 18 | 18 | — | $4,005 | 新建仓 |
| PINS | PINTEREST INC | $3,996 | 0.00% | 190 | 53 | 38.7% | $1,115 | 加仓 |
| WING | Wingstop Inc | $3,988 | 0.00% | 23 | 23 | — | $3,988 | 新建仓 |
| KNX | Knight-Swift Transportation Holdings Inc | $3,971 | 0.00% | 51 | 51 | — | $3,971 | 新建仓 |
| BAR | GRANITESHARES GOLD TR | $3,953 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SSL | SASOL LTD | $3,928 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NGG | National Grid PLC | $3,895 | 0.00% | 47 | 47 | — | $3,895 | 新建仓 |
| SHLD | GLOBAL X FDS | $3,881 | 0.00% | 65 | 0 | 0.0% | — | 不变 |