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
OUNZ VANECK MERK GOLD ETF $3,8590.00%100 00.0% — 不变
JFR NUVEEN FLOATING RATE INCOME $3,8350.00%500 00.0% — 不变
MTD Mettler-Toledo International Inc $3,8330.00%3 3— $3,833 新建仓
IBB ISHARES TR $3,8140.00%20 00.0% — 不变
USIG iShares Broad USD Investment Grade Corporate Bond ETF $3,7950.00%74 74— $3,795 新建仓
HLNE Hamilton Lane Inc $3,7840.00%48 48— $3,784 新建仓
QS QUANTUMSCAPE CORP $3,7800.00%500 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $3,7750.00%25 25— $3,775 新建仓
IREN IREN Ltd $3,7500.00%82 82— $3,750 新建仓
CART MAPLEBEAR INC $3,6930.00%78 00.0% — 不变
XYL Xylem Inc/NY $3,6650.00%31 31— $3,665 新建仓
BBRE J P MORGAN EXCHANGE TRADED F $3,6470.00%34 00.0% — 不变
LGIH LGI Homes Inc $3,6300.00%57 57— $3,630 新建仓
— ADVISORS INNER CIRCLE FD II $3,6270.00%143 00.0% — 不变
LEA Lear Corp $3,6200.00%27 27— $3,620 新建仓
RGLD Royal Gold Inc $3,5930.00%18 18— $3,593 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
WERN Werner Enterprises Inc $3,5320.00%81 81— $3,532 新建仓
BLV VANGUARD BD INDEX FDS $3,5210.00%51 1750.0% $1,174 加仓
ROL Rollins Inc $3,5060.00%84 84— $3,506 新建仓
DTE DTE Energy Co $3,5050.00%23 20666.7% $3,048 加仓
H Hyatt Hotels Corp $3,4890.00%18 18— $3,489 新建仓
MARA MARA Holdings Inc $3,4590.00%249 249— $3,459 新建仓
U UNITY SOFTWARE INC $3,4300.00%120 1141,900.0% $3,258 加仓
ARW Arrow Electronics Inc $3,4150.00%16 -29-64.4% -$6,190 重新持有
— PUTNAM ETF TRUST $3,4010.00%125 00.0% — 不变
NFG National Fuel Gas Co $3,3970.00%44 44— $3,397 新建仓
FTLS FIRST TR EXCH TRADED FD III $3,3950.00%46 00.0% — 不变
AGO Assured Guaranty Ltd $3,3670.00%42 42— $3,367 新建仓
AXON AXON ENTERPRISE INC $3,3630.00%6 250.0% $1,121 加仓
GMAB Genmab A/S $3,3510.00%122 122— $3,351 新建仓
ESQ Esquire Financial Holdings Inc $3,3350.00%28 28— $3,335 新建仓
CRI Carter's Inc $3,3340.00%81 81— $3,334 新建仓
ISCF ISHARES TR $3,3330.00%77 77— $3,333 新建仓
— ADVISORSHARES TR $3,3320.00%100 00.0% — 不变
PDBC INVESCO ACTVELY MNGD ETC FD $3,3190.00%209 00.0% — 不变
IDYA Ideaya Biosciences Inc $3,3170.00%89 89— $3,317 新建仓
LSTR Landstar System Inc $3,3090.00%16 16— $3,309 新建仓
HYLB DBX ETF TR $3,3010.00%90 2028.6% $734 加仓
VMBS VANGUARD SCOTTSDALE FDS $3,2810.00%70 2762.8% $1,266 加仓
AFRM Affirm Holdings Inc $3,2620.00%40 40— $3,262 新建仓
PAYX PAYCHEX INC $3,2450.00%33 726.9% $688 加仓
EWBC East West Bancorp Inc $3,2270.00%25 -31-55.4% -$4,001 重新持有
OLED UNIVERSAL DISPLAY CORP $3,2150.00%37 37— $3,215 新建仓
GEN Gen Digital Inc $3,2110.00%129 129— $3,211 新建仓
LKFN Lakeland Financial Corp $3,2090.00%52 52— $3,209 新建仓
XME SPDR SERIES TRUST $3,2080.00%30 30— $3,208 新建仓
AZO AutoZone Inc $3,1960.00%1 1— $3,196 新建仓
FIIG FIRST TR EXCHANGE-TRADED FD $3,1890.00%154 00.0% — 不变
KDP KEURIG DR PEPPER INC $3,1750.00%97 -53-35.3% -$1,735 减仓
SNN Smith & Nephew PLC $3,1690.00%110 110— $3,169 新建仓
ITT ITT Inc $3,1640.00%16 16— $3,164 新建仓
VCSH VANGUARD SCOTTSDALE FDS $3,1610.00%40 -46-53.5% -$3,635 减仓
FMF FIRST TR EXCHANGE-TRADED FD $3,1580.00%63 00.0% — 不变
BUSE First Busey Corp $3,1570.00%107 107— $3,157 新建仓
GSLC GOLDMAN SACHS ETF TR $3,1460.00%22 -21-48.8% -$3,003 减仓
BFH Bread Financial Holdings Inc $3,1420.00%29 29— $3,142 新建仓
HUBB Hubbell Inc $3,1390.00%6 6— $3,139 新建仓
LGOV FIRST TR EXCHANGE-TRADED FD $3,1240.00%146 00.0% — 不变
SAN BANCO SANTANDER SA $3,1190.00%226 00.0% — 不变
XYZ BLOCK INC $3,1160.00%41 37925.0% $2,812 加仓
DB Deutsche Bank AG $3,1060.00%92 92— $3,106 新建仓
TWLO Twilio Inc $3,0950.00%15 15— $3,095 新建仓
OSK Oshkosh Corp $3,0700.00%20 20— $3,070 新建仓
ORC ORCHID IS CAP INC $3,0660.00%440 00.0% — 不变
CPK Chesapeake Utilities Corp $3,0620.00%25 25— $3,062 新建仓
— FRANKLIN FTSE CHINA ETF $3,0620.00%150 150— $3,062 新建仓
ROP Roper Technologies Inc $3,0460.00%9 9— $3,046 新建仓
TTEK Tetra Tech Inc $3,0330.00%105 105— $3,033 新建仓
ELAN Elanco Animal Health Inc $3,0270.00%123 123— $3,027 新建仓
GVA Granite Construction Inc $3,0040.00%19 19— $3,004 新建仓
HCC Warrior Met Coal Inc $3,0030.00%37 37— $3,003 新建仓
TTMI TTM Technologies Inc $2,9920.00%16 16— $2,992 新建仓
IGV ISHARES TR $2,9900.00%33 33— $2,990 新建仓
ABM ABM Industries Inc $2,9640.00%67 67— $2,964 新建仓
WINA Winmark Corp $2,9620.00%7 7— $2,962 新建仓
NET Cloudflare Inc $2,9430.00%12 10500.0% $2,452 加仓
VLTO Veralto Corp $2,9260.00%33 22200.0% $1,951 重新持有
EXP Eagle Materials Inc $2,9250.00%13 13— $2,925 新建仓
OGE OGE Energy Corp $2,9200.00%60 60— $2,920 新建仓
FNDC SCHWAB STRATEGIC TR $2,9140.00%60 60— $2,914 新建仓
PNR Pentair PLC $2,9130.00%38 38— $2,913 新建仓
CHRD Chord Energy Corp $2,8580.00%25 25— $2,858 新建仓
HUN Huntsman Corp $2,8460.00%268 268— $2,846 新建仓
NBOS NEUBERGER BERMAN ETF TRUST $2,8290.00%101 00.0% — 不变
DNTH Magenta Therapeutics Inc $2,8270.00%29 29— $2,827 新建仓
BCI Aberdeen Standard Investments ETFS Bloomberg All Comdty Strgy K 1 Free ETF $2,8150.00%126 126— $2,815 新建仓
WEC WEC ENERGY GROUP INC $2,8030.00%24 314.3% $350 加仓
SCHC SCHWAB STRATEGIC TR $2,7910.00%58 58— $2,791 新建仓
J Jacobs Solutions Inc $2,7720.00%22 22— $2,772 新建仓
MPWR Monolithic Power Systems Inc $2,7650.00%2 -8-80.0% -$1.11万 重新持有
RGA Reinsurance Group of America Inc $2,7640.00%13 -36-73.5% -$7,654 重新持有
ACAD ACADIA Pharmaceuticals Inc $2,7580.00%109 109— $2,758 新建仓
SCI Service Corp International/US $2,7350.00%36 36— $2,735 新建仓
— CALAMOS GLOBAL TOTAL RETURN $2,7320.00%200 00.0% — 不变
HST HOST HOTELS & RESORTS INC $2,7260.00%115 99618.8% $2,347 加仓
ALGT Allegiant Travel Co $2,7050.00%23 23— $2,705 新建仓
EXC EXELON CORP $2,7040.00%58 46383.3% $2,145 加仓
MTDR Matador Resources Co $2,6880.00%54 54— $2,688 新建仓