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AMERIFLEX GROUP, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
AMERIFLEX GROUP, INC.
报告期 2026-03-31 · CIK 0002057637
持仓数
1,142
前50大市值合计
$111.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 20
增持 87
减持 43
方向
标的
Δ市值
现股数(环比)
增持
XLF
The Financial Select Sector SPDR ETF
+$2.7M
61,700
+729%
增持
XLI
The Industrial Select Sector SPDR ETF
+$2.6M
21,804
+1152%
增持
AMGN
Amgen Inc
+$2.2M
7,845
+715%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
XLK
The Technology Select Sector SPDR ETF
+$2.1M
10,629
+1702%
建仓
VAW
Vanguard Materials ETF
+$1.8M
9,684
减持
SCHG
Schwab US Large-Cap Growth ETF
-$1.6M
40,795
-56%
增持
CVX
Chevron Corp
+$1.5M
18,907
+73%
减持
BUFR
FT Vest Laddered Buffer ETF
-$1.5M
33,449
-58%
增持
BRK/B
Berkshire Hathaway Inc B
+$1.5M
6,552
+52%
增持
IUSB
iShares Core Total USD Bond Market ETF
+$1.4M
32,559
+1865%
增持
KO
Coca-Cola Co
+$1.2M
21,393
+324%
减持
GOOGL
Alphabet Inc A
-$1.1M
11,230
-20%
减持
RDVY
First Trust Rising Dividend Achiev ETF
-$1.1M
18,953
-46%
减持
HCRB
Hartford Core Bond ETF
-$962.1K
6
-100%
减持
FVD
First Trust Value Line Dividend ETF
-$928.2K
20,113
-51%
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$898.2K
5,426
+38657%
减持
FENI
Fidelity Enhanced International ETF
-$871.5K
3,546
-90%
增持
OBDC
BLUE OWL CAPITAL ORD
+$844.8K
94,495
+164%
增持
—
Exxon Mobil Corp
+$825.1K
14,972
+67%
增持
RWL
Invesco S&P 500 Revenue ETF
+$783.6K
8,785
+913%
增持
GLD
SPDR Gold Shares
+$777.7K
5,156
+88%
减持
COWZ
Pacer US Cash Cows 100 ETF
-$777.3K
13,900
-48%
增持
ABBV
AbbVie Inc
+$758.9K
6,304
+106%
增持
CGGR
Capital Group Growth ETF
+$739.1K
28,388
+379%
增持
V
Visa Inc Class A
+$707.4K
2,427
+479%
增持
MA
Mastercard Inc A
+$686.3K
1,351
+1279%
增持
JNJ
Johnson & Johnson
+$610.1K
6,997
+94%
建仓
XYLD
Global X S&P 500 Covered Call ETF
+$606.0K
15,345
增持
—
Linde plc
+$563.5K
1,213
+40333%
增持
UNH
UnitedHealth Group Inc
+$556.1K
1,846
+144%
增持
LLY
Eli Lilly and Co
+$542.8K
1,118
+138%
增持
—
Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share
+$540.5K
9,688
+300%
增持
JPM
JPMorgan Chase & Co
+$527.7K
7,499
+53%
增持
PG
Procter & Gamble Co
+$504.7K
13,799
+24%
减持
CALF
Pacer US Small Cap Cash Cows 100 ETF
-$492.5K
13,469
-40%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$444.3K
54,275
+20%
减持
TOTL
SPDR DoubleLine Total Return Tact ETF
-$443.7K
8,768
-56%
减持
RPV
Invesco S&P 500 Pure Value ETF
-$437.4K
468
-91%
增持
AIQ
Global X Artificial Intelligence & Technology ETF
+$428.8K
17,801
+229%
增持
ISRG
Intuitive Surgical Inc
+$412.9K
851
+5573%
增持
GOOG
Alphabet Inc C
-$402.5K
8,487
+1%
减持
HD
The Home Depot Inc
-$401.5K
2,076
-26%
减持
VCIT
Vanguard Interm-Term Corp Bd ETF
-$400.7K
107
-98%
增持
MRK
Merck & Co Inc
+$396.4K
9,588
+104%
增持
AMZN
Amazon.com Inc
-$377.4K
18,113
+13%
增持
AVGO
Broadcom Inc Com
-$374.1K
19,424
+19%
减持
FTCS
First Trust Capital Strength ETF
-$366.5K
5,581
-42%
建仓
JEMA
JPMorgan ActiveBuilders EM Eq ETF
+$364.8K
9,536
建仓
FLRT
Pacer Pacific Asset Fltng Rt Hi Inc ETF
+$364.4K
7,738
减持
IVV
iShares Core S&P 500 ETF
-$361.6K
6,184
-3%
减持
AVEM
Avantis Emerging Markets Equity ETF
-$356.6K
157
-97%
减持
BRO
Brown & Brown Inc
+$341.5K
17,590
-0%
增持
SPYD
SPDR Portfolio S&P 500 High Div ETF
+$338.6K
7,826
+4347%
建仓
TXN
Texas Instruments Inc
+$334.5K
1,862
增持
TDG
TransDigm Group Inc
+$325.4K
245
+2350%
增持
VNQ
Vanguard Real Estate ETF
+$323.8K
5,467
+189%
增持
PLTR
Palantir Technologies Inc
+$322.9K
20,170
+21%
增持
NVO
Novo Nordisk A/S
+$321.6K
5,986
+437%
减持
IDMO
Invesco S&P International Dev Momt ETF
-$317.5K
11,870
-40%
增持
TMO
Thermo Fisher Scientific Inc
+$311.2K
695
+1098%
增持
MSFT
Microsoft Corp
-$311.0K
15,216
+5%
增持
OEF
iShares S&P 100 ETF
+$306.0K
1,535
+313%
减持
PTF
Invesco Dorsey Wright Technology MomtETF
-$299.7K
103
-98%
增持
IYW
iShares US Technology ETF
+$296.7K
6,669
+66%
建仓
DX
Dynex Capital Inc
+$296.2K
22,750
增持
NOBL
ProShares S&P 500 Dividend Aristocrats
+$288.8K
22,363
+15%
增持
SPGP
Invesco S&P 500 GARP ETF
-$287.5K
42,390
+2%
减持
CLM
Cornerstone Strategic Investment Fund
-$280.6K
71,600
-21%
增持
GRAL
GRAIL Inc
+$280.2K
17,255
+226%
增持
BMY
Bristol-Myers Squibb Company
+$280.0K
9,872
+81%
建仓
—
Invesco Real Estate Income Trust Inc Cl I
+$278.6K
10,499
增持
DYNF
iShares U.S. Equity Factor Rotation Active ETF
+$276.1K
24,622
+40%
增持
VZ
Verizon Communications Inc
+$274.0K
18,439
+29%
减持
FNF
Fidelity National Financial Inc
-$269.6K
28,670
-22%
减持
MAIN
Main Street Capital Corp
-$258.4K
21,759
-9%
增持
TLH
iShares 10-20 Year Treasury Bond ETF
+$257.0K
2,996
+459%
增持
JQUA
JPMorgan U.S. Quality Factor ETF
+$256.8K
22,302
+33%
增持
—
Blackstone Private Credit Fund Class D
+$251.5K
10,948
+964%
增持
QCOM
QUALCOMM Inc
+$248.2K
2,099
+389%
增持
VTIP
Vanguard Short-Term Infl-Prot Secs ETF
+$247.6K
8,243
+146%
增持
SPY
SPDR S&P 500 ETF Trust
+$243.8K
4,373
+20%
建仓
SLQD
iShares 0-5 Year Invmt Grade Corp Bd ETF
+$243.8K
4,848
增持
LMT
Lockheed Martin Corp
+$240.9K
1,085
+106%
增持
RTX
RTX CORP
+$232.7K
2,920
+144%
增持
PM
Philip Morris International Inc
+$232.2K
1,687
+516%
增持
STIP
iShares 0-5 Year TIPS Bond ETF
+$231.3K
2,791
+392%
增持
TSLA
Tesla Motors Inc
-$226.6K
4,072
+1%
减持
FTSM
First Trust Enhanced Short Maturity ETF
-$219.7K
3,932
-48%
增持
T
AT&T Inc
+$217.7K
38,118
+5%
减持
FNX
First Trust Mid Cap Core AlphaDEX ETF
-$213.7K
1,898
-46%
减持
FXL
First Trust Technology AlphaDEX ETF
-$209.7K
1,447
-43%
减持
BX
Blackstone Inc
-$201.5K
4,383
-5%
减持
FTSD
Franklin Short Duration US Govt ETF
-$196.0K
1,385
-61%
建仓
—
iShares iBonds 2025 Term High Yield & Income ETF
+$195.9K
8,429
建仓
FIGB
Fidelity Investment Grade Bd ETF
+$194.7K
4,528
建仓
CCI
Crown Castle Inc
+$193.9K
1,861
增持
VCSH
Vanguard Short-Term Corporate Bond ETF
+$191.8K
3,112
+354%
建仓
HUM
Humana Inc
+$185.2K
700
增持
AAPL
Apple Inc
-$185.1K
59,423
+5%
增持
CAT
Caterpillar Inc
+$182.6K
4,432
+29%
增持
BAC
Bank of America Corporation
+$182.5K
9,607
+104%
增持
CGIE
Capital Group International Equity ETF
+$181.5K
6,215
+25796%
建仓
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
+$176.7K
4,081
增持
AMD
Advanced Micro Devices Inc
+$175.8K
3,885
+102%
减持
SPYM
SPDR Portfolio S&P 500 ETF
-$175.4K
6,003
-25%
减持
PLD
Prologis Inc
-$174.5K
2,188
-38%
增持
—
Medtronic PLC
+$169.1K
2,045
+1170%
减持
UNP
Union Pacific Corp
-$167.4K
10,900
-2%
增持
QQQ
Invesco QQQ Trust
+$164.2K
6,181
+18%
建仓
VRIG
Invesco Variable Rate Investment Grd ETF
+$163.3K
6,510
增持
SPEM
SPDR Portfolio Emerging Markets ETF
+$160.9K
7,919
+103%
增持
VXF
Vanguard Extended Market ETF
+$158.1K
928
+10211%
增持
IVLU
iShares Edge MSCI Intl Value Factor ETF
+$154.9K
28,414
+13%
减持
USMC
Principal U.S. Mega-Cap ETF
-$146.8K
23,912
-2%
增持
IBM
International Business Machines Corp
+$146.7K
1,565
+65%
增持
EEM
iShares MSCI Emerging Markets ETF
+$143.2K
5,920
+119%
减持
IWB
iShares Russell 1000 ETF
-$143.0K
2,106
-11%
增持
VWO
Vanguard FTSE Emerging Markets ETF
+$142.2K
4,403
+243%
增持
DAL
Delta Air Lines Inc
-$137.1K
5,798
+0%
建仓
EXE
Expand Energy Corp
+$133.6K
1,200
增持
FSCO
FS Credit Opportunities Corp.
+$132.0K
37,580
+92%
增持
META
Meta Platforms Inc Class A
+$131.9K
3,281
+29%
建仓
IBHF
iShares iBonds 2026 Term HY & Inc ETF
+$130.9K
5,637
减持
TMUS
T-Mobile US Inc
-$130.2K
473
-61%
建仓
LRCX
Lam Research Corp
+$130.1K
1,789
减持
LOW
Lowe's Companies Inc
-$130.0K
2,209
-11%
增持
DIS
Walt Disney Co
+$129.7K
3,679
+78%
建仓
IGBH
iShares Interest Rate Hdg L/T Corp BdETF
+$129.4K
5,390
增持
FBND
Fidelity Total Bond ETF
+$127.6K
5,886
+88%
建仓
TGT
Target Corp
+$127.2K
1,219
减持
IJR
iShares Core S&P Small-Cap ETF
-$125.5K
5,979
-6%
减持
VUG
Vanguard Growth ETF
-$122.9K
758
-21%
减持
VCLT
Vanguard Long-Term Corporate Bd ETF
-$122.4K
17,846
-9%
增持
CRM
Salesforce Inc
+$122.0K
1,803
+70%
增持
SPMO
Invesco S&P 500 Momentum ETF
+$120.6K
13,411
+20%
增持
TCAF
T. Rowe Price Capital Apprec Eq ETF
+$119.9K
8,445
+90%
减持
CNNE
Cannae Holdings Inc. COM USD0.0001
-$116.9K
287
-95%
减持
CRF
Cornerstone Total Return
-$116.3K
47,800
-8%
增持
BOTZ
Global X Robotics & Artfcl Intllgnc ETF
+$115.3K
5,091
+471%
减持
ADBE
Adobe Systems Inc
-$112.8K
396
-35%
减持
LDUR
PIMCO Enhanced Low Duration Active ETF
-$111.2K
4,899
-19%
建仓
REGN
Regeneron Pharmaceuticals Inc
+$111.0K
175
减持
QQQM
Invesco NASDAQ 100 ETF
-$110.7K
3,883
-3%
减持
VMBS
Vanguard Mortgage-Backed Secs ETF
-$110.6K
1,161
-68%
增持
CGXU
Capital Group International Focus Eq ETF
+$108.6K
12,829
+60%
增持
VTI
Vanguard Total Stock Market ETF
-$107.9K
5,238
+1%
增持
AAAU
Goldman Sachs Physical Gold ETF
+$107.9K
5,324
+161%
增持
AFL
Aflac Inc
+$107.1K
2,175
+73%
增持
JEPQ
JPMorgan Nasdaq Equity Premium Inc ETF
+$106.8K
13,259
+31%
增持
JAAA
Janus Henderson AAA CLO ETF
+$105.7K
2,352
+788%