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 |
|---|---|---|---|---|---|---|---|---|
| CGMU | CAPITAL GRP FIXED INCM ETF T | $5.05万 | 0.02% | 1,838 | 723 | 64.8% | $1.99万 | 加仓 |
| BLK | BLACKROCK INC | $5.00万 | 0.02% | 52 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $4.97万 | 0.02% | 3,700 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $4.96万 | 0.02% | 560 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $4.95万 | 0.02% | 653 | 19 | 3.0% | $1,442 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $4.88万 | 0.02% | 1,259 | 231 | 22.5% | $8,947 | 加仓 |
| EBAY | EBAY INC. | $4.86万 | 0.02% | 435 | 19 | 4.6% | $2,123 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $4.80万 | 0.02% | 4,430 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $4.80万 | 0.02% | 363 | 363 | — | $4.80万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $4.78万 | 0.02% | 2,068 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $4.78万 | 0.02% | 762 | 36 | 5.0% | $2,258 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $4.75万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| DFAU | Dimensional US Core Equity Market ETF | $4.75万 | 0.02% | 918 | 918 | — | $4.75万 | 新建仓 |
| SPHY | SPDR SERIES TRUST | $4.73万 | 0.02% | 2,017 | -2,221 | -52.4% | -$5.21万 | 减仓 |
| EFG | ISHARES TR | $4.72万 | 0.02% | 379 | -18 | -4.5% | -$2,241 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $4.70万 | 0.02% | 141 | 141 | — | $4.70万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $4.69万 | 0.02% | 1,088 | 268 | 32.7% | $1.16万 | 加仓 |
| LIT | GLOBAL X FDS | $4.66万 | 0.02% | 595 | 15 | 2.6% | $1,174 | 加仓 |
| BIL | SPDR SERIES TRUST | $4.64万 | 0.02% | 506 | 123 | 32.1% | $1.13万 | 加仓 |
| DFCF | Dimensional Core Fixed Income ETF | $4.63万 | 0.02% | 1,098 | 1,098 | — | $4.63万 | 新建仓 |
| — | WISDOMTREE TR | $4.57万 | 0.02% | 812 | 23 | 2.9% | $1,294 | 加仓 |
| IJT | ISHARES TR | $4.55万 | 0.02% | 255 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $4.55万 | 0.02% | 3,826 | 0 | 0.0% | — | 不变 |
| VOTE | TCW ETF TRUST | $4.52万 | 0.02% | 513 | 513 | — | $4.52万 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC | $4.51万 | 0.02% | 414 | 94 | 29.4% | $1.02万 | 加仓 |
| BE | BLOOM ENERGY CORP | $4.48万 | 0.02% | 148 | 148 | — | $4.48万 | 新建仓 |
| TTE | TOTALENERGIES SE | $4.45万 | 0.02% | 572 | 72 | 14.4% | $5,599 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $4.45万 | 0.02% | 593 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $4.39万 | 0.02% | 582 | -513 | -46.8% | -$3.87万 | 减仓 |
| FPF | FIRST TR INTER DURATN PFD & | $4.36万 | 0.02% | 2,400 | -200 | -7.7% | -$3,634 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $4.36万 | 0.02% | 324 | 74 | 29.6% | $9,957 | 加仓 |
| CI | THE CIGNA GROUP | $4.36万 | 0.02% | 158 | 8 | 5.3% | $2,205 | 加仓 |
| IAGG | ISHARES TR | $4.34万 | 0.02% | 857 | -99 | -10.4% | -$5,008 | 减仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $4.31万 | 0.02% | 2,812 | 1,012 | 56.2% | $1.55万 | 加仓 |
| SON | SONOCO PRODS CO | $4.31万 | 0.02% | 765 | 14 | 1.9% | $789 | 加仓 |
| GIS | GENERAL MILLS INC | $4.29万 | 0.02% | 1,234 | -1,281 | -50.9% | -$4.46万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $4.27万 | 0.02% | 553 | 22 | 4.1% | $1,700 | 加仓 |
| NBIS | Nebius Group NV | $4.25万 | 0.02% | 154 | 154 | — | $4.25万 | 新建仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $4.23万 | 0.02% | 2,561 | 2,561 | — | $4.23万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $4.22万 | 0.02% | 1,972 | 427 | 27.6% | $9,140 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $4.21万 | 0.02% | 1,314 | 89 | 7.3% | $2,852 | 加仓 |
| IWR | ISHARES TR | $4.20万 | 0.02% | 381 | 56 | 17.2% | $6,178 | 加仓 |
| MDYV | SPDR SERIES TRUST | $4.20万 | 0.02% | 443 | 8 | 1.8% | $759 | 加仓 |
| SDY | SPDR SERIES TRUST | $4.18万 | 0.02% | 275 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $4.14万 | 0.02% | 363 | 0 | 0.0% | — | 不变 |
| BBDC | BARINGS BDC INC | $4.06万 | 0.02% | 4,771 | -3,440 | -41.9% | -$2.93万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $4.06万 | 0.02% | 722 | 69 | 10.6% | $3,882 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $4.05万 | 0.02% | 800 | 800 | — | $4.05万 | 新建仓 |
| GM | GENERAL MTRS CO | $4.04万 | 0.02% | 524 | 159 | 43.6% | $1.23万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $4.04万 | 0.02% | 1,373 | -23 | -1.6% | -$676 | 减仓 |
| MKC | MCCORMICK &CO INC | $4.03万 | 0.02% | 800 | 500 | 166.7% | $2.52万 | 加仓 |
| ITA | ISHARES TR | $4.02万 | 0.02% | 166 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $4.00万 | 0.02% | 554 | 51 | 10.1% | $3,680 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $3.98万 | 0.02% | 425 | 160 | 60.4% | $1.50万 | 加仓 |
| MATX | MATSON INC | $3.96万 | 0.02% | 206 | -50 | -19.5% | -$9,600 | 减仓 |
| MTUM | ISHARES TR | $3.95万 | 0.02% | 115 | -4 | -3.4% | -$1,372 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $3.90万 | 0.02% | 455 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $3.88万 | 0.02% | 391 | 0 | 0.0% | — | 不变 |
| BSY | BENTLEY SYS INC | $3.87万 | 0.02% | 1,295 | -324 | -20.0% | -$9,687 | 减仓 |
| IWY | ISHARES TR | $3.84万 | 0.02% | 132 | 5 | 3.9% | $1,453 | 加仓 |
| STT | STATE STR CORP | $3.83万 | 0.02% | 226 | 67 | 42.1% | $1.14万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3.81万 | 0.02% | 414 | 9 | 2.2% | $829 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $3.81万 | 0.02% | 799 | 32 | 4.2% | $1,525 | 加仓 |
| — | WISDOMTREE TR | $3.80万 | 0.02% | 802 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $3.78万 | 0.02% | 876 | -48 | -5.2% | -$2,069 | 减仓 |
| OEF | ISHARES TR | $3.77万 | 0.02% | 103 | -6 | -5.5% | -$2,195 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $3.75万 | 0.02% | 288 | 1 | 0.3% | $130 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $3.74万 | 0.02% | 3,910 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $3.71万 | 0.02% | 2,139 | 139 | 7.0% | $2,412 | 加仓 |
| EMN | EASTMAN CHEM CO | $3.71万 | 0.02% | 554 | 2 | 0.4% | $134 | 加仓 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $3.68万 | 0.02% | 420 | 420 | — | $3.68万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3.68万 | 0.02% | 808 | 551 | 214.4% | $2.51万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $3.67万 | 0.01% | 1,900 | 200 | 11.8% | $3,864 | 加仓 |
| IGF | ISHARES TR | $3.66万 | 0.01% | 550 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $3.66万 | 0.01% | 292 | 1 | 0.3% | $125 | 加仓 |
| DIVO | AMPLIFY ETF TR | $3.66万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $3.65万 | 0.01% | 900 | 900 | — | $3.65万 | 新建仓 |
| SUSB | ISHARES TR | $3.64万 | 0.01% | 1,456 | 31 | 2.2% | $775 | 加仓 |
| FAST | FASTENAL CO | $3.62万 | 0.01% | 754 | 750 | 18,750.0% | $3.60万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3.62万 | 0.01% | 290 | 145 | 100.0% | $1.81万 | 加仓 |
| SMR | NUSCALE PWR CORP | $3.61万 | 0.01% | 3,601 | 300 | 9.1% | $3,009 | 加仓 |
| DFAX | Dimensional World EX US Core Equity 2 ETF | $3.59万 | 0.01% | 975 | 975 | — | $3.59万 | 新建仓 |
| PAVE | GLOBAL X FDS | $3.58万 | 0.01% | 607 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $3.57万 | 0.01% | 351 | 171 | 95.0% | $1.74万 | 加仓 |
| KMX | CARMAX INC | $3.57万 | 0.01% | 675 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMDY INDX TRCK | $3.51万 | 0.01% | 1,315 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $3.46万 | 0.01% | 352 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $3.45万 | 0.01% | 118 | 5 | 4.4% | $1,462 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3.44万 | 0.01% | 416 | 416 | — | $3.44万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $3.42万 | 0.01% | 139 | 25 | 21.9% | $6,156 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $3.41万 | 0.01% | 126 | 18 | 16.7% | $4,868 | 加仓 |
| ROST | ROSS STORES INC | $3.41万 | 0.01% | 160 | 60 | 60.0% | $1.28万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $3.35万 | 0.01% | 496 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $3.33万 | 0.01% | 25 | 15 | 150.0% | $2.00万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $3.32万 | 0.01% | 446 | 43 | 10.7% | $3,205 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $3.32万 | 0.01% | 787 | 0 | 0.0% | — | 不变 |
| BAI | BLACKROCK ETF TRUST | $3.30万 | 0.01% | 626 | 125 | 25.0% | $6,590 | 加仓 |
| OKLO | OKLO INC | $3.30万 | 0.01% | 630 | -150 | -19.2% | -$7,850 | 减仓 |
| STIP | ISHARES TR | $3.29万 | 0.01% | 322 | -16 | -4.7% | -$1,635 | 减仓 |
| MTB | M &T BK CORP | $3.28万 | 0.01% | 138 | 45 | 48.4% | $1.07万 | 加仓 |