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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,565.77万 | 6.40% | 54,111 | 1,343 | 2.5% | $38.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,289.60万 | 5.27% | 64,451 | 3,576 | 5.9% | $71.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $669.21万 | 2.73% | 9,744 | 799 | 8.9% | $54.87万 | 加仓 |
| GOOG | ALPHABET INC | $507.84万 | 2.08% | 14,373 | 691 | 5.1% | $24.41万 | 加仓 |
| AMZN | AMAZON COM INC | $442.69万 | 1.81% | 18,574 | 389 | 2.1% | $9.27万 | 加仓 |
| NOBL | PROSHARES TR | $413.00万 | 1.69% | 73,539 | 7,681 | 11.7% | $43.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $403.26万 | 1.65% | 5,476 | 323 | 6.3% | $23.79万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $400.48万 | 1.64% | 6,894 | -608 | -8.1% | -$35.32万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $337.58万 | 1.38% | 4,521 | -30 | -0.7% | -$2.24万 | 减仓 |
| GOOGL | ALPHABET INC | $331.84万 | 1.36% | 9,286 | 246 | 2.7% | $8.79万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $312.88万 | 1.28% | 3,345 | -4 | -0.1% | -$3,741 | 减仓 |
| MSFT | MICROSOFT CORP | $312.79万 | 1.28% | 8,385 | -1,144 | -12.0% | -$42.67万 | 减仓 |
| UNP | UNION PAC CORP | $300.99万 | 1.23% | 11,066 | 39 | 0.4% | $1.06万 | 加仓 |
| AVGO | BROADCOM INC | $298.75万 | 1.22% | 7,909 | -647 | -7.6% | -$24.44万 | 减仓 |
| AMGN | AMGEN INC | $267.46万 | 1.09% | 7,386 | 41 | 0.6% | $1.48万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $266.01万 | 1.09% | 2,305 | 1,004 | 77.2% | $115.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $241.92万 | 0.99% | 14,594 | 12 | 0.1% | $1,989 | 加仓 |
| AMAT | APPLIED MATLS INC | $237.92万 | 0.97% | 3,291 | -98 | -2.9% | -$7.08万 | 减仓 |
| PG | PROCTER &GAMBLE CO | $235.45万 | 0.96% | 16,056 | -3,451 | -17.7% | -$50.61万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $229.23万 | 0.94% | 4,581 | 168 | 3.8% | $8.41万 | 加仓 |
| — | EXXON MOBIL CORP | $227.27万 | 0.93% | 16,623 | 1,024 | 6.6% | $14.00万 | 加仓 |
| CAT | CATERPILLAR INC | $221.50万 | 0.91% | 2,080 | 202 | 10.8% | $21.51万 | 加仓 |
| KO | COCA COLA CO | $220.29万 | 0.90% | 27,106 | 450 | 1.7% | $3.66万 | 加仓 |
| META | META PLATFORMS INC | $212.33万 | 0.87% | 3,769 | 21 | 0.6% | $1.18万 | 加仓 |
| IVV | ISHARES TR | $188.20万 | 0.77% | 2,513 | 767 | 43.9% | $57.44万 | 加仓 |
| TSLA | TESLA INC | $186.49万 | 0.76% | 4,434 | 66 | 1.5% | $2.78万 | 加仓 |
| — | SEI High Yield Bond & Alternative Credit ETF | $181.62万 | 0.74% | 72,155 | 72,155 | — | $181.62万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $174.71万 | 0.71% | 6,213 | 2,376 | 61.9% | $66.81万 | 加仓 |
| GEV | GE VERNOVA INC | $154.89万 | 0.63% | 1,318 | -11 | -0.8% | -$1.29万 | 减仓 |
| GE | GE AEROSPACE | $148.22万 | 0.61% | 3,966 | -10 | -0.3% | -$3,737 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $147.52万 | 0.60% | 40,383 | 686 | 1.7% | $2.51万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $143.84万 | 0.59% | 4,696 | -164 | -3.4% | -$5.02万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $139.81万 | 0.57% | 44,089 | 5,114 | 13.1% | $16.22万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $135.20万 | 0.55% | 28,669 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $132.53万 | 0.54% | 9,492 | 1,010 | 11.9% | $14.10万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $127.11万 | 0.52% | 37,561 | 8,416 | 28.9% | $28.48万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $125.70万 | 0.51% | 2,632 | 357 | 15.7% | $17.05万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $123.39万 | 0.50% | 3,335 | 269 | 8.8% | $9.95万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $123.04万 | 0.50% | 15,179 | 2,837 | 23.0% | $23.00万 | 加仓 |
| SGOV | ISHARES TR | $117.86万 | 0.48% | 11,708 | 2,850 | 32.2% | $28.69万 | 加仓 |
| IJH | ISHARES TR | $117.60万 | 0.48% | 15,251 | 1,141 | 8.1% | $8.80万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $117.31万 | 0.48% | 20,770 | 757 | 3.8% | $4.28万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $115.78万 | 0.47% | 3,395 | -434 | -11.3% | -$14.80万 | 减仓 |
| WMT | WALMART INC | $108.11万 | 0.44% | 9,546 | 1,237 | 14.9% | $14.01万 | 加仓 |
| NFLX | NETFLIX INC. | $107.23万 | 0.44% | 15,018 | 1,058 | 7.6% | $7.55万 | 加仓 |
| JPM | JPMORGAN CHASE &CO | $106.20万 | 0.43% | 3,245 | 59 | 1.9% | $1.93万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $106.09万 | 0.43% | 1,661 | 1,079 | 185.4% | $68.92万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $102.57万 | 0.42% | 2,367 | -683 | -22.4% | -$29.60万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $102.30万 | 0.42% | 19,262 | 1,170 | 6.5% | $6.21万 | 加仓 |
| DAL | DELTA AIR LINES INC | $101.78万 | 0.42% | 10,867 | 259 | 2.4% | $2.43万 | 加仓 |
| ALB | ALBEMARLE CORP | $98.70万 | 0.40% | 7,310 | 46 | 0.6% | $6,211 | 加仓 |
| DVY | ISHARES TR | $98.39万 | 0.40% | 6,295 | 92 | 1.5% | $1.44万 | 加仓 |
| CSCO | CISCO SYS INC | $97.46万 | 0.40% | 8,297 | 165 | 2.0% | $1.94万 | 加仓 |
| ABBV | ABBVIE INC | $96.69万 | 0.40% | 3,842 | 27 | 0.7% | $6,795 | 加仓 |
| IDCC | INTERDIGITAL INC | $94.75万 | 0.39% | 3,347 | 7 | 0.2% | $1,982 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $93.24万 | 0.38% | 39,094 | 198 | 0.5% | $4,722 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $91.27万 | 0.37% | 3,857 | 212 | 5.8% | $5.02万 | 加仓 |
| LLY | ELI LILLY &CO | $91.04万 | 0.37% | 759 | 41 | 5.7% | $4.92万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $87.19万 | 0.36% | 7,961 | 7,791 | 4,582.9% | $85.33万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $84.91万 | 0.35% | 17,623 | 63 | 0.4% | $3,035 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $80.13万 | 0.33% | 13,037 | 495 | 3.9% | $3.04万 | 加仓 |
| COWZ | PACER FDS TR | $78.28万 | 0.32% | 12,585 | 4,520 | 56.0% | $28.11万 | 加仓 |
| MINT | PIMCO ETF TR | $77.68万 | 0.32% | 7,706 | -889 | -10.3% | -$8.96万 | 减仓 |
| PYLD | PIMCO ETF TR | $76.85万 | 0.31% | 28,979 | -18,551 | -39.0% | -$49.20万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $74.65万 | 0.31% | 7,949 | 1,587 | 24.9% | $14.90万 | 加仓 |
| PECO | PHILLIPS EDISON &CO INC | $73.49万 | 0.30% | 17,657 | -300 | -1.7% | -$1.25万 | 减仓 |
| BRO | BROWN &BROWN INC | $71.89万 | 0.29% | 11,207 | -6,318 | -36.1% | -$40.53万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $70.96万 | 0.29% | 3,922 | 89 | 2.3% | $1.61万 | 加仓 |
| XEL | XCEL ENERGY INC | $70.47万 | 0.29% | 8,776 | 123 | 1.4% | $9,877 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $68.64万 | 0.28% | 11,913 | -76 | -0.6% | -$4,379 | 减仓 |
| VGT | VANGUARD WORLD FD | $68.29万 | 0.28% | 5,714 | 162 | 2.9% | $1.94万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $67.63万 | 0.28% | 26,975 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $66.83万 | 0.27% | 12,465 | 1,305 | 11.7% | $7.00万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $66.75万 | 0.27% | 13,221 | 2,571 | 24.1% | $12.98万 | 加仓 |
| VB | VANGUARD INDEX FDS | $66.34万 | 0.27% | 2,189 | 98 | 4.7% | $2.97万 | 加仓 |
| SOXX | ISHARES TR | $65.42万 | 0.27% | 1,021 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $65.29万 | 0.27% | 2,588 | -8 | -0.3% | -$2,018 | 减仓 |
| — | WISDOMTREE TR | $62.81万 | 0.26% | 11,255 | -4,052 | -26.5% | -$22.61万 | 减仓 |
| MO | ALTRIA GROUP INC | $62.07万 | 0.25% | 8,627 | -301 | -3.4% | -$2.17万 | 减仓 |
| KR | KROGER CO | $58.15万 | 0.24% | 10,471 | 377 | 3.7% | $2.09万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $57.14万 | 0.23% | 11,952 | 257 | 2.2% | $1.23万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $56.84万 | 0.23% | 13,425 | -744 | -5.3% | -$3.15万 | 减仓 |
| T | AT&T INC | $56.68万 | 0.23% | 27,383 | 782 | 2.9% | $1.62万 | 加仓 |
| GLW | CORNING INC | $56.60万 | 0.23% | 2,216 | -285 | -11.4% | -$7.28万 | 减仓 |
| TXN | TEXAS INSTRS INC | $56.50万 | 0.23% | 1,896 | 45 | 2.4% | $1.34万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $56.30万 | 0.23% | 33,712 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $55.29万 | 0.23% | 11,590 | 17 | 0.1% | $811 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $55.04万 | 0.22% | 544 | 7 | 1.3% | $7,083 | 加仓 |
| IUSB | ISHARES TR | $54.96万 | 0.22% | 11,910 | 343 | 3.0% | $1.58万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $54.20万 | 0.22% | 10,998 | 543 | 5.2% | $2.68万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $54.08万 | 0.22% | 10,168 | -1,564 | -13.3% | -$8.32万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $53.69万 | 0.22% | 11,374 | 3,945 | 53.1% | $18.62万 | 加仓 |
| MRK | MERCK &CO INC | $53.67万 | 0.22% | 4,176 | -27 | -0.6% | -$3,470 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $52.82万 | 0.22% | 2,772 | 1,713 | 161.8% | $32.64万 | 加仓 |
| USB | US BANCORP | $52.73万 | 0.22% | 8,730 | -23 | -0.3% | -$1,389 | 减仓 |
| ORCL | ORACLE CORP | $51.75万 | 0.21% | 3,531 | 754 | 27.2% | $11.05万 | 加仓 |
| AOR | ISHARES TR | $51.37万 | 0.21% | 7,392 | -2,440 | -24.8% | -$16.96万 | 减仓 |
| HD | HOME DEPOT INC | $51.35万 | 0.21% | 1,456 | -69 | -4.5% | -$2.43万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $51.05万 | 0.21% | 1,228 | 15 | 1.2% | $6,236 | 加仓 |
| IWM | ISHARES TR | $50.99万 | 0.21% | 1,697 | 218 | 14.7% | $6.55万 | 加仓 |