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
HDB HDFC BANK LTD $2,6860.00%104 00.0% — 不变
DNLI Denali Therapeutics Inc $2,6750.00%104 104— $2,675 新建仓
ALV Autoliv Inc $2,6720.00%23 23— $2,672 新建仓
TROX TRONOX HOLDINGS PLC $2,6460.00%420 00.0% — 不变
FIGR Figure Technology Solutions Inc $2,6410.00%86 86— $2,641 新建仓
HYS PIMCO ETF TR $2,6350.00%28 00.0% — 不变
VLY Valley National Bancorp $2,6080.00%178 178— $2,608 新建仓
DFIP Dimensional Inflation-Protected Securities ETF $2,5990.00%63 63— $2,599 新建仓
CF CF Industries Holdings Inc $2,5980.00%24 -88-78.6% -$9,526 重新持有
FHN First Horizon Corp $2,5900.00%101 101— $2,590 新建仓
LITE Lumentum Holdings Inc $2,5740.00%3 3— $2,574 新建仓
IDA IDACORP Inc $2,5720.00%17 17— $2,572 新建仓
HUBS HUBSPOT INC $2,5560.00%14 327.3% $548 加仓
AA Alcoa Corp $2,5550.00%49 -64-56.6% -$3,337 减仓
XMMO INVESCO EXCHANGE TRADED FD T $2,5520.00%15 15— $2,552 新建仓
STAG STAG Industrial Inc $2,5500.00%67 67— $2,550 新建仓
TILE Interface Inc $2,5450.00%71 71— $2,545 新建仓
USPH US Physical Therapy Inc $2,5410.00%37 37— $2,541 新建仓
AAON AAON Inc $2,5370.00%20 20— $2,537 新建仓
TFLR T Rowe Price Floating Rate ETF $2,5210.00%50 50— $2,521 新建仓
CGCP CAPITAL GRP FIXED INCM ETF T $2,5010.00%112 10.9% $22 加仓
ANGL VANECK ETF TRUST $2,4990.00%85 00.0% — 不变
USHY ISHARES TR $2,4940.00%67 00.0% — 不变
HSTM HealthStream Inc $2,4800.00%91 91— $2,480 新建仓
RIOT Riot Platforms Inc $2,4640.00%90 90— $2,464 新建仓
PPL PPL Corp $2,4350.00%67 60857.1% $2,181 加仓
DXCM Dexcom Inc $2,4250.00%36 353,500.0% $2,358 加仓
SLDE Slide Insurance Holdings Inc $2,4210.00%125 125— $2,421 新建仓
SNX TD SYNNEX Corp $2,4060.00%9 9— $2,406 新建仓
KFRC Kforce Inc $2,3930.00%51 51— $2,393 新建仓
CLH CLEAN HARBORS INC $2,3900.00%8 00.0% — 不变
CRC California Resources Corp $2,3790.00%45 45— $2,379 新建仓
XBI SPDR SERIES TRUST $2,3740.00%15 00.0% — 不变
ISTB ISHARES TR $2,3490.00%49 12.1% $48 加仓
VPU VANGUARD WORLD FD $2,3490.00%12 12— $2,349 新建仓
POWI Power Integrations Inc $2,3450.00%28 28— $2,345 新建仓
WULF Terawulf Inc $2,3220.00%94 94— $2,322 新建仓
IQV IQVIA Holdings Inc $2,3190.00%12 12— $2,319 新建仓
KEX Kirby Corp $2,3110.00%17 17— $2,311 新建仓
KNSL Kinsale Capital Group Inc $2,3090.00%7 7— $2,309 新建仓
CNO CNO Financial Group Inc $2,2940.00%45 45— $2,294 新建仓
BIPC BROOKFIELD INFRASTRUCTURE CO $2,2730.00%59 43268.8% $1,657 加仓
APTV Aptiv PLC $2,2710.00%37 37— $2,271 新建仓
CHRW CH Robinson Worldwide Inc $2,2600.00%12 12— $2,260 新建仓
DAVE Dave Inc $2,2360.00%6 6— $2,236 新建仓
HIW Highwoods Properties Inc $2,2320.00%74 74— $2,232 新建仓
ECL Ecolab Inc $2,2290.00%8 8— $2,229 新建仓
WDAY WORKDAY INC $2,2040.00%18 00.0% — 不变
AMN AMN Healthcare Services Inc $2,2010.00%68 68— $2,201 新建仓
AI C3.ai $2,1910.00%241 4120.5% $373 加仓
CPT Camden Property Trust $2,1750.00%19 19— $2,175 新建仓
RKT Rocket Cos Inc $2,1740.00%138 138— $2,174 新建仓
SCYB SCHWAB STRATEGIC TR $2,1730.00%83 83— $2,173 新建仓
AMKR Amkor Technology Inc $2,1560.00%25 25— $2,156 新建仓
WST West Pharmaceutical Services Inc $2,1540.00%6 6— $2,154 新建仓
LIND Lindblad Expeditions Holdings Inc $2,1460.00%76 76— $2,146 新建仓
SN Sharkninja Inc $2,1320.00%14 14— $2,132 新建仓
ORI Old Republic International Corp $2,1280.00%52 52— $2,128 新建仓
SIRI SIRIUSXM HOLDINGS INC $2,1270.00%72 681,700.0% $2,009 加仓
LECO Lincoln Electric Holdings Inc $2,1240.00%8 8— $2,124 新建仓
AVY Avery Dennison Corp $2,1110.00%13 562.5% $812 加仓
UCB United Community Banks Inc/GA $2,1050.00%60 60— $2,105 新建仓
AJG GALLAGHER ARTHUR J & CO $2,0660.00%9 -1-10.0% -$230 减仓
RUSHB Rush Enterprises Inc $2,0660.00%27 27— $2,066 新建仓
SRLN SSGA ACTIVE ETF TR $2,0550.00%51 818.6% $322 加仓
CNI Canadian National Railway Co $2,0270.00%17 17— $2,027 新建仓
RSI Rush Street Interactive Inc $2,0220.00%68 68— $2,022 新建仓
CBRE CBRE GROUP INC $2,0200.00%15 -33-68.8% -$4,444 减仓
STVN Stevanato Group SpA $2,0060.00%111 111— $2,006 新建仓
WWW Wolverine World Wide Inc $2,0000.00%121 121— $2,000 新建仓
TTWO Take-Two Interactive Software Inc $2,0000.00%8 8— $2,000 新建仓
OI O-I Glass Inc $1,9930.00%207 207— $1,993 新建仓
ADM Archer-Daniels-Midland Co $1,9860.00%26 26— $1,986 新建仓
CNS Cohen & Steers Inc $1,9800.00%26 26— $1,980 新建仓
PODD INSULET CORP $1,9790.00%13 00.0% — 不变
CVNA Carvana Co $1,9750.00%30 30— $1,975 新建仓
SNDR Schneider National Inc $1,9730.00%54 54— $1,973 新建仓
NTCT NetScout Systems Inc $1,9600.00%45 45— $1,960 新建仓
RIGL RIGEL PHARMACEUTICALS INC $1,9560.00%50 00.0% — 不变
TNA DIREXION SHARES ETF TRUST $1,9530.00%26 00.0% — 不变
UTZ UTZ Brands Inc Com Usd0.0001 Cl A $1,9480.00%253 253— $1,948 新建仓
AMH American Homes 4 Rent $1,9440.00%58 58— $1,944 新建仓
TMF DIREXION SHARES ETF TRUST $1,9200.00%54 00.0% — 不变
RCL Royal Caribbean Cruises Ltd $1,9050.00%6 4200.0% $1,270 重新持有
PHIN Phinia Inc $1,8950.00%23 23— $1,895 新建仓
RVTY Revvity Inc $1,8910.00%17 17— $1,891 新建仓
— DIREXION SHARES ETF TRUST $1,8680.00%21 00.0% — 不变
SFL SFL Corp Ltd $1,8670.00%183 183— $1,867 新建仓
TSCO TRACTOR SUPPLY CO $1,8650.00%59 00.0% — 不变
ZS ZSCALER INC $1,8350.00%13 00.0% — 不变
CARR Carrier Global Corp $1,8340.00%25 16177.8% $1,174 加仓
CRL Charles River Laboratories International Inc $1,8140.00%8 -26-76.5% -$5,896 重新持有
INCY Incyte Corp $1,8140.00%16 16— $1,814 新建仓
FIVE Five Below Inc $1,7980.00%10 10— $1,798 新建仓
LEN/B LENNAR CORP $1,7740.00%20 16400.0% $1,419 加仓
HAL Halliburton Co $1,7650.00%52 52— $1,765 新建仓
KALU Kaiser Aluminum Corp $1,7610.00%9 9— $1,761 新建仓
DBX Dropbox Inc $1,7580.00%64 64— $1,758 新建仓
HRB H&R Block Inc $1,7520.00%46 46— $1,752 新建仓
KWR Quaker Chemical Corp $1,7480.00%11 11— $1,748 新建仓