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 |
|---|---|---|---|---|---|---|---|---|
| VDE | VANGUARD WORLD FD | $1.26万 | 0.01% | 84 | -47 | -35.9% | -$7,056 | 减仓 |
| XAR | SPDR SERIES TRUST | $1.25万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $1.23万 | 0.01% | 258 | 245 | 1,884.6% | $1.17万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $1.23万 | 0.01% | 225 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION SHARES ETF TRUST | $1.22万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1.22万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $1.21万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| ICLR | ICON PLC | $1.20万 | 0.00% | 69 | -25 | -26.6% | -$4,343 | 重新持有 |
| IWN | ISHARES TR | $1.20万 | 0.00% | 54 | -4 | -6.9% | -$886 | 减仓 |
| SEIM | SEI QiM U.S. Large Cap Momentum Active ETF | $1.20万 | 0.00% | 213 | 213 | — | $1.20万 | 新建仓 |
| ACM | AECOM | $1.19万 | 0.00% | 171 | 24 | 16.3% | $1,675 | 加仓 |
| FLR | FLUOR CORP | $1.18万 | 0.00% | 226 | 11 | 5.1% | $576 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.18万 | 0.00% | 29 | 20 | 222.2% | $8,146 | 加仓 |
| IJK | ISHARES TR | $1.18万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1.17万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $1.17万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $1.16万 | 0.00% | 58 | -58 | -50.0% | -$1.16万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.16万 | 0.00% | 393 | 318 | 424.0% | $9,359 | 加仓 |
| — | SAN JUAN BASIN RTY TR | $1.16万 | 0.00% | 3,600 | -1,500 | -29.4% | -$4,815 | 减仓 |
| BIDU | BAIDU INC | $1.14万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $1.14万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.14万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $1.13万 | 0.00% | 43 | 14 | 48.3% | $3,693 | 加仓 |
| DEO | Diageo PLC | $1.13万 | 0.00% | 141 | 141 | — | $1.13万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $1.13万 | 0.00% | 109 | 109 | — | $1.13万 | 新建仓 |
| SEIV | SEI QiM U.S. Large Cap Value Active ETF | $1.12万 | 0.00% | 234 | 234 | — | $1.12万 | 新建仓 |
| SW | Smurfit Westrock PLC | $1.12万 | 0.00% | 242 | 242 | — | $1.12万 | 新建仓 |
| ESGE | ISHARES INC | $1.12万 | 0.00% | 204 | 104 | 104.0% | $5,699 | 加仓 |
| BTI | British American Tobacco PLC | $1.11万 | 0.00% | 180 | 180 | — | $1.11万 | 新建仓 |
| RRX | Regal Rexnord Corp | $1.10万 | 0.00% | 46 | 46 | — | $1.10万 | 新建仓 |
| WAL | WESTERN ALLIANCE BANCORP | $1.09万 | 0.00% | 133 | 24 | 22.0% | $1,973 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1.08万 | 0.00% | 29 | 2 | 7.4% | $747 | 加仓 |
| DFGX | Dimensional International Core Fixed Income ETF | $1.08万 | 0.00% | 201 | 201 | — | $1.08万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $1.08万 | 0.00% | 11 | 5 | 83.3% | $4,890 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1.07万 | 0.00% | 159 | 133 | 511.5% | $8,988 | 加仓 |
| NUDM | NUSHARES ETF TR | $1.07万 | 0.00% | 268 | 268 | — | $1.07万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $1.07万 | 0.00% | 110 | -51 | -31.7% | -$4,941 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1.07万 | 0.00% | 402 | 304 | 310.2% | $8,056 | 加仓 |
| PHM | PULTE GROUP INC | $1.06万 | 0.00% | 77 | 71 | 1,183.3% | $9,742 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1.05万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| QXO | QXO Inc | $1.05万 | 0.00% | 607 | 607 | — | $1.05万 | 新建仓 |
| ENSG | Ensign Group Inc/The | $1.04万 | 0.00% | 65 | 65 | — | $1.04万 | 新建仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $1.04万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $1.04万 | 0.00% | 20 | 6 | 42.9% | $3,114 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $1.04万 | 0.00% | 573 | -944 | -62.2% | -$1.71万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.03万 | 0.00% | 78 | 78 | — | $1.03万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.03万 | 0.00% | 285 | 150 | 111.1% | $5,401 | 加仓 |
| TECK | TECK RESOURCES LTD | $1.02万 | 0.00% | 171 | 116 | 210.9% | $6,897 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $1.01万 | 0.00% | 377 | 377 | — | $1.01万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $1.01万 | 0.00% | 50 | 27 | 117.4% | $5,435 | 加仓 |
| POST | POST HLDGS INC | $1.01万 | 0.00% | 114 | 14 | 14.0% | $1,236 | 加仓 |
| PAAA | PGIM AAA CLO ETF | $1.00万 | 0.00% | 196 | 196 | — | $1.00万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $1.00万 | 0.00% | 253 | 253 | — | $1.00万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $9,976 | 0.00% | 80 | 25 | 45.5% | $3,118 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $9,970 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $9,882 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $9,783 | 0.00% | 184 | 10 | 5.7% | $532 | 加仓 |
| MKL | Markel Group Inc | $9,765 | 0.00% | 5 | 5 | — | $9,765 | 新建仓 |
| ALL | Allstate Corp/The | $9,756 | 0.00% | 41 | 40 | 4,000.0% | $9,518 | 加仓 |
| CPAY | CORPAY INC | $9,665 | 0.00% | 29 | 29 | — | $9,665 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $9,649 | 0.00% | 385 | 260 | 208.0% | $6,516 | 加仓 |
| NTB | BANK OF N T BUTTERFIELD &SO | $9,639 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES TR | $9,611 | 0.00% | 152 | 11 | 7.8% | $696 | 加仓 |
| NWG | NATWEST GROUP PLC | $9,573 | 0.00% | 543 | 207 | 61.6% | $3,649 | 加仓 |
| SYK | STRYKER CORPORATION | $9,571 | 0.00% | 30 | 18 | 150.0% | $5,743 | 加仓 |
| LFUS | Littelfuse Inc | $9,562 | 0.00% | 21 | 21 | — | $9,562 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $9,439 | 0.00% | 248 | 248 | — | $9,439 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $9,419 | 0.00% | 106 | -766 | -87.8% | -$6.81万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $9,369 | 0.00% | 330 | 330 | — | $9,369 | 新建仓 |
| GSK | GSK PLC | $9,331 | 0.00% | 178 | 178 | — | $9,331 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $9,313 | 0.00% | 216 | -150 | -41.0% | -$6,467 | 减仓 |
| LQDH | ISHARES U S ETF TR | $9,313 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | EAGLE POINT CR CO | $9,300 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $9,298 | 0.00% | 32 | 11 | 52.4% | $3,196 | 加仓 |
| RELX | RELX PLC | $9,279 | 0.00% | 293 | 205 | 233.0% | $6,492 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $9,252 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| ALSN | Allison Transmission Holdings Inc | $9,245 | 0.00% | 82 | 82 | — | $9,245 | 新建仓 |
| CNQ | Canadian Natural Resources Ltd | $9,204 | 0.00% | 233 | 233 | — | $9,204 | 新建仓 |
| PHG | Koninklijke Philips NV | $9,190 | 0.00% | 338 | 338 | — | $9,190 | 新建仓 |
| BHK | BLACKROCK CORE BD TR | $9,170 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $9,118 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $9,112 | 0.00% | 211 | -49 | -18.8% | -$2,116 | 减仓 |
| KLIC | Kulicke & Soffa Industries Inc | $9,096 | 0.00% | 68 | 68 | — | $9,096 | 新建仓 |
| GT | GOODYEAR TIRE &RUBR CO | $9,055 | 0.00% | 1,372 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $9,024 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $8,924 | 0.00% | 817 | 40 | 5.1% | $437 | 加仓 |
| ANF | Abercrombie & Fitch Co | $8,911 | 0.00% | 99 | 99 | — | $8,911 | 新建仓 |
| REMX | VANECK ETF TRUST | $8,850 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $8,791 | 0.00% | 52 | 32 | 160.0% | $5,410 | 加仓 |
| HYGH | ISHARES U S ETF TR | $8,661 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BKR | Baker Hughes Co | $8,658 | 0.00% | 156 | 152 | 3,800.0% | $8,436 | 加仓 |
| — | CAPITAL GROUP EQUITY ETF TR | $8,595 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SMTC | Semtech Corp | $8,578 | 0.00% | 53 | 53 | — | $8,578 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $8,534 | 0.00% | 251 | -19 | -7.0% | -$646 | 减仓 |
| YOU | Clear Secure Inc | $8,527 | 0.00% | 153 | 153 | — | $8,527 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $8,526 | 0.00% | 908 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $8,475 | 0.00% | 61 | -1 | -1.6% | -$139 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $8,334 | 0.00% | 419 | 204 | 94.9% | $4,058 | 加仓 |
| POET | POET TECHNOLOGIES INC | $8,224 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $8,186 | 0.00% | 37 | 12 | 48.0% | $2,655 | 加仓 |