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 |
|---|---|---|---|---|---|---|---|---|
| QUBT | QUANTUM COMPUTING INC | $456 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MRP | Millrose Properties Inc | $451 | 0.00% | 15 | 15 | — | $451 | 新建仓 |
| THO | Thor Industries Inc | $451 | 0.00% | 6 | 6 | — | $451 | 新建仓 |
| BAM | BROOKFIELD ASSET MNGMT CL A | $449 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| G | Genpact Ltd | $440 | 0.00% | 16 | 16 | — | $440 | 新建仓 |
| VCYT | VERACYTE INC | $411 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $408 | 0.00% | 6 | -3 | -33.3% | -$204 | 减仓 |
| MAS | MASCO CORP | $407 | 0.00% | 5 | -2 | -28.6% | -$163 | 减仓 |
| — | AudioCodes Ltd | $407 | 0.00% | 42 | 42 | — | $407 | 新建仓 |
| PTEN | Patterson-UTI Energy Inc | $404 | 0.00% | 44 | 44 | — | $404 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $390 | 0.00% | 1 | -38 | -97.4% | -$1.48万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $382 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| EZA | iShares MSCI South Africa ETF | $379 | 0.00% | 6 | 6 | — | $379 | 新建仓 |
| PPC | Pilgrim's Pride Corp | $365 | 0.00% | 13 | 13 | — | $365 | 新建仓 |
| PATK | Patrick Industries Inc | $359 | 0.00% | 4 | 4 | — | $359 | 新建仓 |
| CNP | CenterPoint Energy Inc | $352 | 0.00% | 8 | -2 | -20.0% | -$88 | 重新持有 |
| VYX | NCR VOYIX CORPORATION | $343 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PTC | PTC Inc | $341 | 0.00% | 3 | 3 | — | $341 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $337 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ESNT | Essent Group Ltd | $321 | 0.00% | 5 | 5 | — | $321 | 新建仓 |
| ACT | ENACT HLDGS INC | $320 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RUM | RUM GROUP INC | $317 | 0.00% | 50 | 50 | — | $317 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP | $309 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SOC | SABLE OFFSHORE CORP | $308 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CRWV | CoreWeave Inc | $299 | 0.00% | 3 | 3 | — | $299 | 新建仓 |
| TKR | TIMKEN CO | $291 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MNRO | Monro Inc | $291 | 0.00% | 17 | 17 | — | $291 | 新建仓 |
| IBN | ICICI Bank Ltd | $290 | 0.00% | 10 | 10 | — | $290 | 新建仓 |
| CCOI | Cogent Communications Holdings Inc | $278 | 0.00% | 20 | 20 | — | $278 | 新建仓 |
| TAP | Molson Coors Beverage Co | $273 | 0.00% | 7 | 7 | — | $273 | 新建仓 |
| NNI | NELNET INC | $267 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BBD | Banco Bradesco SA | $264 | 0.00% | 76 | 76 | — | $264 | 新建仓 |
| NOV | Nov Inc | $260 | 0.00% | 14 | 14 | — | $260 | 新建仓 |
| REG | REGENCY CTRS CORP | $239 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PFGC | Performance Food Group Co | $224 | 0.00% | 2 | 2 | — | $224 | 新建仓 |
| RAL | Ralliant Corp | $221 | 0.00% | 3 | 1 | 50.0% | $74 | 加仓 |
| FLG | Flagstar Bank NA | $209 | 0.00% | 14 | 14 | — | $209 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $204 | 0.00% | 18 | 1 | 5.9% | $11 | 加仓 |
| PRGO | Perrigo Co PLC | $197 | 0.00% | 19 | 19 | — | $197 | 新建仓 |
| TDOC | TELADOC HEALTH INC | $195 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| IIPR | Innovative Industrial Properties Inc | $186 | 0.00% | 3 | 3 | — | $186 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $183 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $175 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW | $174 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| AQN | Algonquin Power & Utilities Corp | $170 | 0.00% | 29 | 29 | — | $170 | 新建仓 |
| SSTK | Shutterstock Inc | $167 | 0.00% | 12 | 12 | — | $167 | 新建仓 |
| TTD | Trade Desk Inc/The | $163 | 0.00% | 9 | 7 | 350.0% | $127 | 加仓 |
| PZZA | Papa John's International Inc | $147 | 0.00% | 4 | -68 | -94.4% | -$2,499 | 重新持有 |
| AFG | AMERICAN FINANCIAL GROUP INC | $140 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CASK | MGP Ingredients Inc | $140 | 0.00% | 8 | 8 | — | $140 | 新建仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $138 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ACHC | Acadia Healthcare Co Inc | $118 | 0.00% | 4 | 4 | — | $118 | 新建仓 |
| NJR | New Jersey Resources Corp | $112 | 0.00% | 2 | 2 | — | $112 | 新建仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $106 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MQ | Marqeta Inc | $93 | 0.00% | 23 | 23 | — | $93 | 新建仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $92 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $88 | 0.00% | 3 | -1 | -25.0% | -$29 | 减仓 |
| SMMT | Summit Therapeutics Inc | $87 | 0.00% | 6 | 6 | — | $87 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $74 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| URBN | Urban Outfitters Inc | $71 | 0.00% | 1 | 1 | — | $71 | 新建仓 |
| EMBC | EMBECTA CORP | $65 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $49 | 0.00% | 1 | -2 | -66.7% | -$98 | 减仓 |
| DNOW | DNOW Inc | $39 | 0.00% | 3 | 3 | — | $39 | 新建仓 |
| GTX | Garrett Motion Inc | $36 | 0.00% | 1 | 1 | — | $36 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $33 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SEG | Seaport Entertainment Group Inc | $27 | 0.00% | 1 | 1 | — | $27 | 新建仓 |
| SCMB | SCHWAB STRATEGIC TR | $26 | 0.00% | 1 | 1 | — | $26 | 新建仓 |
| RIG | Transocean Ltd | $24 | 0.00% | 5 | 5 | — | $24 | 新建仓 |
| — | GENERATION INCOME PPTYS INC | $19 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC | $17 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BDN | BRANDYWINE RLTY TR | $16 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | TTEC Holdings Inc | $16 | 0.00% | 8 | 8 | — | $16 | 新建仓 |
| AMCX | AMC GLOBAL MEDIA INC | $10 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $0 | 0.00% | 0 | -177 | -100.0% | -$3.87万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -101 | -100.0% | -$3.83万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -100 | -100.0% | -$3.51万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -514 | -100.0% | -$2.42万 | 清仓 |
| MSIF | MSC INCOME FUND INC | $0 | 0.00% | 0 | -1,818 | -100.0% | -$2.21万 | 清仓 |
| NJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -267 | -100.0% | -$1.91万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -200 | -100.0% | -$1.49万 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -164 | -100.0% | -$1.48万 | 清仓 |
| INTF | ISHARES TR | $0 | 0.00% | 0 | -300 | -100.0% | -$1.17万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -48 | -100.0% | -$1.04万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -100 | -100.0% | -$9,269 | 清仓 |
| PML | PIMCO MUN INCOME FD II | $0 | 0.00% | 0 | -1,104 | -100.0% | -$8,357 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -50 | -100.0% | -$8,124 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -228 | -100.0% | -$8,013 | 清仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $0 | 0.00% | 0 | -1,200 | -100.0% | -$7,380 | 清仓 |
| SMLF | ISHARES TR | $0 | 0.00% | 0 | -96 | -100.0% | -$7,247 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -94 | -100.0% | -$7,100 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -50 | -100.0% | -$7,056 | 清仓 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | -1,000 | -100.0% | -$6,981 | 清仓 |
| VFVA | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -42 | -100.0% | -$5,654 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -92 | -100.0% | -$5,205 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -50 | -100.0% | -$4,589 | 清仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -150 | -100.0% | -$4,467 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -29 | -100.0% | -$4,199 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -35 | -100.0% | -$3,864 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$3,557 | 清仓 |
| TR | TOOTSIE ROLL INDS INC | $0 | 0.00% | 0 | -64 | -100.0% | -$2,734 | 清仓 |