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
COLD AMERICOLD REALTY TRUST INC $3.28万0.01%2,085 512.5% $802 加仓
BUFG FIRST TR EXCHNG TRADED FD VI $3.26万0.01%1,112 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $3.25万0.01%195 2313.4% $3,833 加仓
DFUS Dimensional US Equity Market ETF $3.22万0.01%393 393— $3.22万 新建仓
PSA PUBLIC STORAGE $3.21万0.01%101 -16-13.7% -$5,093 减仓
NVT NVENT ELEC PLC $3.21万0.01%189 1822,600.0% $3.09万 加仓
EVRG EVERGY INC $3.18万0.01%368 4614.3% $3,976 加仓
XLU SELECT SECTOR SPDR TR $3.17万0.01%700 00.0% — 不变
SLV ISHARES SILVER TR $3.16万0.01%591 14131.3% $7,539 加仓
SCIO FIRST TR EXCHANGE-TRADED FD $3.15万0.01%1,522 -9-0.6% -$186 减仓
ESGU ISHARES TR $3.14万0.01%192 00.0% — 不变
PID INVESCO EXCHANGE TRADED FD T $3.13万0.01%1,411 130.9% $289 加仓
CFA VICTORY PORTFOLIOS II $3.11万0.01%315 315— $3.11万 新建仓
FPX FIRST TR EXCHANGE-TRADED FD $3.09万0.01%150 00.0% — 不变
— Dimensional US High Profitability ETF $3.07万0.01%736 736— $3.07万 新建仓
— VIRTUS STONE HBR EMRG MKTS I $3.07万0.01%5,500 00.0% — 不变
— GLOBAL X FDS $3.07万0.01%614 00.0% — 不变
CROX CROCS INC $3.06万0.01%254 00.0% — 不变
ERIC TELEFONAKTIEBOLAGET LM ERICS $3.06万0.01%2,745 943.5% $1,048 加仓
BOTZ GLOBAL X FDS $3.01万0.01%792 00.0% — 不变
BHP BHP BILLITON LIMITED $2.99万0.01%359 00.0% — 不变
NRG NRG ENERGY INC $2.98万0.01%204 141223.8% $2.06万 加仓
FIX COMFORT SYS USA INC $2.97万0.01%15 00.0% — 不变
CGGE CAPITAL GROUP GLOBAL EQUITY $2.96万0.01%839 744783.2% $2.62万 加仓
AIZ ASSURANT INC $2.95万0.01%110 -125-53.2% -$3.36万 减仓
SJM SMUCKER J M CO $2.92万0.01%259 3314.6% $3,718 加仓
IWO ISHARES TR $2.92万0.01%74 39111.4% $1.54万 加仓
MCHP MICROCHIP TECHNOLOGY INC. $2.91万0.01%319 134.2% $1,186 加仓
XLRE SELECT SECTOR SPDR TR $2.89万0.01%657 00.0% — 不变
THG HANOVER INS GROUP INC $2.89万0.01%135 2421.6% $5,139 加仓
IHE ISHARES TR $2.88万0.01%291 00.0% — 不变
DFAI Dimensional International Core Equity Market ETF $2.87万0.01%695 695— $2.87万 新建仓
CSX CSX CORP $2.87万0.01%603 5752,053.6% $2.73万 加仓
CII BlackRock Enhanced Large Cap Core Fund Inc $2.86万0.01%1,093 1,093— $2.86万 新建仓
JPEF J P MORGAN EXCHANGE TRADED F $2.81万0.01%350 350— $2.81万 新建仓
HAS HASBRO INC $2.78万0.01%337 00.0% — 不变
KKR KKR & CO INC $2.77万0.01%302 -2-0.7% -$184 减仓
FEZ SPDR INDEX SHS FDS $2.75万0.01%400 00.0% — 不变
INGR INGREDION INC $2.67万0.01%282 4217.5% $3,978 加仓
PWR QUANTA SVCS INC $2.66万0.01%37 1785.0% $1.22万 加仓
VWOB Vanguard Emerging Markets Government Bond ETF $2.66万0.01%395 349758.7% $2.35万 加仓
MEDP MEDPACE HLDGS INC $2.65万0.01%50 00.0% — 不变
GOVT ISHARES TR $2.65万0.01%1,162 -51-4.2% -$1,162 减仓
SONY SONY GROUP CORP $2.64万0.01%1,316 38641.5% $7,743 加仓
DLR DIGITAL RLTY TR INC $2.64万0.01%147 -2-1.3% -$359 减仓
NEM NEWMONT CORP $2.64万0.01%283 163135.8% $1.52万 加仓
GTO INVESCO ACTIVELY MANAGED EXC $2.63万0.01%562 291107.4% $1.36万 加仓
RPRX ROYALTY PHARMA PLC $2.59万0.01%462 12235.9% $6,840 加仓
WDFC WD 40 CO $2.58万0.01%106 11.0% $244 加仓
SHM SPDR SERIES TRUST $2.58万0.01%537 00.0% — 不变
SPEM SPDR INDEX SHS FDS $2.57万0.01%496 5813.2% $3,003 加仓
VRT VERTIV HOLDINGS CO $2.54万0.01%76 3065.2% $1.00万 加仓
APP APPLOVIN CORP $2.52万0.01%49 39390.0% $2.01万 加仓
FTNT FORTINET INC $2.50万0.01%163 138.7% $1,997 加仓
SPMO INVESCO EXCH TRADED FD TR II $2.50万0.01%155 00.0% — 不变
NPK NATIONAL PRESTO INDS INC $2.50万0.01%200 00.0% — 不变
IYE ISHARES TR $2.44万0.01%432 00.0% — 不变
NTSX WISDOMTREE TR $2.44万0.01%414 414— $2.44万 新建仓
CPRT COPART INC $2.43万0.01%863 172.0% $479 加仓
— FIRST TR EXCHANGE-TRADED FD $2.43万0.01%1,142 252.2% $532 加仓
CHAT TIDAL TRUST II $2.42万0.01%245 245— $2.42万 新建仓
MRVL MARVELL TECHNOLOGY INC $2.41万0.01%81 63350.0% $1.88万 加仓
BIV VANGUARD BD INDEX FDS $2.38万0.01%310 155.1% $1,151 加仓
FTCB FIRST TR EXCHANGE-TRADED FD $2.37万0.01%1,137 00.0% — 不变
— FIRST TR EXCHNG TRADED FD VI $2.36万0.01%850 00.0% — 不变
BKLN INVESCO EXCH TRADED FD TR II $2.36万0.01%1,158 00.0% — 不变
DSI ISHARES TR $2.36万0.01%166 -105-38.7% -$1.49万 减仓
FXR FIRST TR EXCHANGE-TRADED FD $2.35万0.01%258 00.0% — 不变
CGHM CAPITAL GRP FIXED INCM ETF T $2.33万0.01%902 902— $2.33万 新建仓
ARTY iShares Future AI & Tech ETF $2.33万0.01%306 306— $2.33万 新建仓
MP MP MATERIALS CORP $2.33万0.01%416 00.0% — 不变
SOLV SOLVENTUM CORP $2.32万0.01%301 00.0% — 不变
GWW WW GRAINGER INC $2.31万0.01%17 888.9% $1.09万 加仓
ONDS ONDAS INC $2.31万0.01%2,798 00.0% — 不变
FMC FMC CORP $2.30万0.01%2,001 00.0% — 不变
CGCV CAPITAL GROUP CONSERVATIVE E $2.30万0.01%700 00.0% — 不变
EMNT PIMCO ETF TR $2.28万0.01%230 230— $2.28万 新建仓
BUD ANHEUSER BUSCH INBEV SA NV $2.27万0.01%275 6329.7% $5,191 加仓
TRV TRAVELERS COMPANIES INC $2.26万0.01%69 1630.2% $5,246 加仓
TM TOYOTA MOTOR CORP $2.24万0.01%133 5162.2% $8,589 加仓
AVSC AMERICAN CENTY ETF TR $2.22万0.01%303 10.3% $73 加仓
XHR XENIA HOTELS &RESORTS INC $2.21万0.01%1,084 100.9% $204 加仓
TJX TJX COS INC NEW $2.20万0.01%145 6479.0% $9,697 加仓
IRDM IRIDIUM COMMUNICATIONS INC $2.19万0.01%400 00.0% — 不变
FPE FIRST TR EXCH TRADED FD III $2.19万0.01%1,226 26627.7% $4,756 加仓
ACWV iShares MSCI Global Min Vol Factor ETF $2.19万0.01%182 182— $2.19万 新建仓
NAD NUVEEN QUALITY MUNCP INCOME $2.18万0.01%1,800 00.0% — 不变
EMB ISHARES TR $2.18万0.01%226 -55-19.6% -$5,304 减仓
SCCO SOUTHERN COPPER CORP $2.18万0.01%125 00.0% — 不变
MUNI PIMCO ETF TR $2.16万0.01%411 306291.4% $1.61万 加仓
PAA Plains All American Pipeline LP $2.14万0.01%961 961— $2.14万 新建仓
LUNR INTUITIVE MACHINES INC $2.14万0.01%1,000 00.0% — 不变
IDV ISHARES TR $2.10万0.01%508 383306.4% $1.59万 加仓
ASC ARDMORE SHIPPING CORP $2.10万0.01%1,500 00.0% — 不变
EMHY ISHARES INC $2.10万0.01%516 00.0% — 不变
BROS DUTCH BROS INC $2.10万0.01%292 9246.0% $6,606 加仓
CX CEMEX SA EURO MTN BE 144A $2.09万0.01%1,744 00.0% — 不变
SIL GLOBAL X FDS $2.08万0.01%269 00.0% — 不变
JSCP J P MORGAN EXCHANGE TRADED F $2.06万0.01%437 00.0% — 不变
FMB FIRST TR EXCH TRADED FD III $2.02万0.01%393 00.0% — 不变