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 |
|---|---|---|---|---|---|---|---|---|
| COLD | AMERICOLD REALTY TRUST INC | $3.28万 | 0.01% | 2,085 | 51 | 2.5% | $802 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $3.26万 | 0.01% | 1,112 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $3.25万 | 0.01% | 195 | 23 | 13.4% | $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 | 182 | 2,600.0% | $3.09万 | 加仓 |
| EVRG | EVERGY INC | $3.18万 | 0.01% | 368 | 46 | 14.3% | $3,976 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $3.17万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $3.16万 | 0.01% | 591 | 141 | 31.3% | $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 | 0 | 0.0% | — | 不变 |
| PID | INVESCO EXCHANGE TRADED FD T | $3.13万 | 0.01% | 1,411 | 13 | 0.9% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $3.07万 | 0.01% | 614 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $3.06万 | 0.01% | 254 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $3.06万 | 0.01% | 2,745 | 94 | 3.5% | $1,048 | 加仓 |
| BOTZ | GLOBAL X FDS | $3.01万 | 0.01% | 792 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $2.99万 | 0.01% | 359 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $2.98万 | 0.01% | 204 | 141 | 223.8% | $2.06万 | 加仓 |
| FIX | COMFORT SYS USA INC | $2.97万 | 0.01% | 15 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $2.96万 | 0.01% | 839 | 744 | 783.2% | $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 | 33 | 14.6% | $3,718 | 加仓 |
| IWO | ISHARES TR | $2.92万 | 0.01% | 74 | 39 | 111.4% | $1.54万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2.91万 | 0.01% | 319 | 13 | 4.2% | $1,186 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $2.89万 | 0.01% | 657 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $2.89万 | 0.01% | 135 | 24 | 21.6% | $5,139 | 加仓 |
| IHE | ISHARES TR | $2.88万 | 0.01% | 291 | 0 | 0.0% | — | 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 | 575 | 2,053.6% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $2.67万 | 0.01% | 282 | 42 | 17.5% | $3,978 | 加仓 |
| PWR | QUANTA SVCS INC | $2.66万 | 0.01% | 37 | 17 | 85.0% | $1.22万 | 加仓 |
| VWOB | Vanguard Emerging Markets Government Bond ETF | $2.66万 | 0.01% | 395 | 349 | 758.7% | $2.35万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $2.65万 | 0.01% | 50 | 0 | 0.0% | — | 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 | 386 | 41.5% | $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 | 163 | 135.8% | $1.52万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $2.63万 | 0.01% | 562 | 291 | 107.4% | $1.36万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $2.59万 | 0.01% | 462 | 122 | 35.9% | $6,840 | 加仓 |
| WDFC | WD 40 CO | $2.58万 | 0.01% | 106 | 1 | 1.0% | $244 | 加仓 |
| SHM | SPDR SERIES TRUST | $2.58万 | 0.01% | 537 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $2.57万 | 0.01% | 496 | 58 | 13.2% | $3,003 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2.54万 | 0.01% | 76 | 30 | 65.2% | $1.00万 | 加仓 |
| APP | APPLOVIN CORP | $2.52万 | 0.01% | 49 | 39 | 390.0% | $2.01万 | 加仓 |
| FTNT | FORTINET INC | $2.50万 | 0.01% | 163 | 13 | 8.7% | $1,997 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2.50万 | 0.01% | 155 | 0 | 0.0% | — | 不变 |
| NPK | NATIONAL PRESTO INDS INC | $2.50万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $2.44万 | 0.01% | 432 | 0 | 0.0% | — | 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 | 17 | 2.0% | $479 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $2.43万 | 0.01% | 1,142 | 25 | 2.2% | $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 | 63 | 350.0% | $1.88万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2.38万 | 0.01% | 310 | 15 | 5.1% | $1,151 | 加仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $2.37万 | 0.01% | 1,137 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.36万 | 0.01% | 850 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $2.36万 | 0.01% | 1,158 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $2.32万 | 0.01% | 301 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $2.31万 | 0.01% | 17 | 8 | 88.9% | $1.09万 | 加仓 |
| ONDS | ONDAS INC | $2.31万 | 0.01% | 2,798 | 0 | 0.0% | — | 不变 |
| FMC | FMC CORP | $2.30万 | 0.01% | 2,001 | 0 | 0.0% | — | 不变 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $2.30万 | 0.01% | 700 | 0 | 0.0% | — | 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 | 63 | 29.7% | $5,191 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $2.26万 | 0.01% | 69 | 16 | 30.2% | $5,246 | 加仓 |
| TM | TOYOTA MOTOR CORP | $2.24万 | 0.01% | 133 | 51 | 62.2% | $8,589 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $2.22万 | 0.01% | 303 | 1 | 0.3% | $73 | 加仓 |
| XHR | XENIA HOTELS &RESORTS INC | $2.21万 | 0.01% | 1,084 | 10 | 0.9% | $204 | 加仓 |
| TJX | TJX COS INC NEW | $2.20万 | 0.01% | 145 | 64 | 79.0% | $9,697 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $2.19万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $2.19万 | 0.01% | 1,226 | 266 | 27.7% | $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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $2.16万 | 0.01% | 411 | 306 | 291.4% | $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 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $2.10万 | 0.01% | 508 | 383 | 306.4% | $1.59万 | 加仓 |
| ASC | ARDMORE SHIPPING CORP | $2.10万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| EMHY | ISHARES INC | $2.10万 | 0.01% | 516 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $2.10万 | 0.01% | 292 | 92 | 46.0% | $6,606 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $2.09万 | 0.01% | 1,744 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $2.08万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $2.06万 | 0.01% | 437 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TR EXCH TRADED FD III | $2.02万 | 0.01% | 393 | 0 | 0.0% | — | 不变 |