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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 4
增持 24
减持 95
清仓 27
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc
-$5.3M
39,522
-33%
减持
XLI
The Industrial Select Sector SPDR ETF
-$2.7M
1,103
-95%
减持
XLF
The Financial Select Sector SPDR ETF
-$2.6M
9,494
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。
-85%
减持
NVDA
NVIDIA Corp
+$2.5M
76,263
-11%
减持
AMGN
Amgen Inc
-$2.3M
395
-95%
增持
STIP
iShares 0-5 Year TIPS Bond ETF
+$2.1M
23,644
+747%
清仓
VAW
Vanguard Materials ETF
-$1.8M
0
-100%
减持
CVX
Chevron Corp
-$1.8M
9,393
-50%
减持
AVGO
Broadcom Inc Com
-$1.8M
5,526
-72%
增持
PLTR
Palantir Technologies Inc
+$1.5M
22,403
+11%
减持
KO
Coca-Cola Co
-$1.4M
2,243
-90%
减持
JEPI
JPMorgan Equity Premium Income ETF
-$1.3M
31,940
-41%
清仓
MAIN
Main Street Capital Corp
-$1.2M
0
-100%
减持
SPGP
Invesco S&P 500 GARP ETF
-$1.2M
28,742
-32%
减持
OBDC
Blue Owl Capital Corp. COM USD0.01
-$1.2M
15,686
-83%
减持
AMZN
Amazon.com Inc
-$1.1M
10,778
-40%
减持
—
Exxon Mobil Corp
-$1.0M
6,865
-54%
减持
BUFR
FT Vest Laddered Buffer ETF
-$976.4K
528
-98%
增持
VYM
Vanguard High Dividend Yield ETF
+$967.1K
7,964
+1099%
减持
SCHG
Schwab US Large-Cap Growth ETF
-$963.2K
2,021
-95%
减持
XLE
The Energy Select Sector SPDR ETF
-$926.0K
5,084
-65%
减持
CGGR
Capital Group Growth ETF
-$898.4K
1,841
-94%
清仓
FVD
First Trust Value Line Dividend ETF
-$896.9K
0
-100%
减持
BOND
PIMCO Active Bond ETF
-$884.4K
1,742
-85%
减持
CAT
Caterpillar Inc
-$848.3K
1,606
-64%
减持
BRK/B
Berkshire Hathaway Inc B
-$740.7K
5,667
-14%
减持
T
AT&T Inc
-$730.4K
12,414
-67%
增持
SCHD
Schwab US Dividend Equity ETF
+$702.7K
76,851
+62%
清仓
IDCC
InterDigital Inc
-$685.8K
0
-100%
减持
COWZ
Pacer US Cash Cows 100 ETF
-$675.2K
1,570
-89%
减持
VZ
Verizon Communications Inc
-$653.0K
4,356
-76%
清仓
GAIN
Gladstone Investment Corp
-$617.3K
0
-100%
减持
TIPZ
PIMCO Broad US TIPS ETF
-$615.2K
77
-99%
增持
XLK
The Technology Select Sector SPDR ETF
+$606.9K
11,158
+5%
清仓
XYLD
Global X S&P 500 Covered Call ETF
-$606.0K
0
-100%
增持
GRAL
GRAIL Inc
+$579.3K
20,655
+20%
减持
RDVY
First Trust Rising Dividend Achiev ETF
-$578.2K
8,557
-55%
清仓
PTY
PIMCO Corporate & Income Opps
-$553.6K
0
-100%
减持
BMY
Bristol-Myers Squibb Company
-$549.3K
1,131
-89%
减持
PG
Procter & Gamble Co
-$538.4K
11,431
-17%
清仓
AMZA
InfraCap MLP ETF
-$536.9K
0
-100%
清仓
CLM
Cornerstone Strategic Investment Fund
-$532.0K
0
-100%
减持
ALB
Albemarle Corp
-$513.5K
46
-99%
减持
SPIP
SPDR Portfolio TIPS ETF
-$502.4K
13,787
-58%
减持
PECO
Phillips Edison & Co Inc COM USD0.01
-$495.9K
5,687
-70%
清仓
EIPI
FT Energy Income Ptnrs Enh Inc ETF
-$494.9K
0
-100%
减持
VNQ
Vanguard Real Estate ETF
-$443.4K
584
-89%
减持
UTG
Reaves Utility Income
-$438.5K
4,874
-74%
清仓
WM
Waste Management Inc
-$412.1K
0
-100%
减持
CSCO
Cisco Systems Inc
-$402.9K
2,647
-72%
减持
FDL
First Trust Morningstar Div Leaders ETF
-$392.8K
5,994
-60%
增持
SPMO
Invesco S&P 500 Momentum ETF
+$382.6K
14,593
+9%
增持
UNH
UnitedHealth Group Inc
-$380.4K
1,938
+5%
减持
FTCS
First Trust Capital Strength ETF
-$377.4K
1,366
-76%
减持
JNJ
Johnson & Johnson
-$365.6K
5,228
-25%
减持
CALF
Pacer US Small Cap Cash Cows 100 ETF
-$360.1K
3,644
-73%
减持
LMT
Lockheed Martin Corp
-$352.1K
289
-73%
减持
META
Meta Platforms Inc Class A
+$351.2K
3,088
-6%
减持
MCK
McKesson Corp
-$349.7K
74
-88%
清仓
CRF
Cornerstone Total Return
-$343.2K
0
-100%
清仓
AIO
Virtus AI & Tech Opp Fund
-$341.4K
0
-100%
增持
BA
Boeing Co
+$340.3K
3,139
+81%
减持
TOTL
SPDR DoubleLine Total Return Tact ETF
-$326.5K
668
-92%
减持
SPYD
SPDR Portfolio S&P 500 High Div ETF
-$324.8K
511
-93%
减持
GOOGL
Alphabet Inc A
-$324.4K
8,138
-28%
建仓
HIW
Highwoods Properties Inc
+$324.0K
10,353
减持
HD
The Home Depot Inc
-$322.4K
1,206
-42%
减持
LQD
iShares iBoxx $ Invmt Grade Corp Bd ETF
-$318.7K
421
-87%
清仓
CGXU
Capital Group International Focus Eq ETF
-$314.1K
0
-100%
减持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$311.6K
5,412
-0%
清仓
GLAD
Gladstone Capital Corp
-$308.9K
0
-100%
清仓
FDVV
Fidelity High Dividend ETF
-$308.8K
0
-100%
减持
GLD
SPDR Gold Shares
-$307.9K
3,839
-26%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$300.8K
6,593
+1388%
减持
IQLT
iShares MSCI Intl Quality Factor ETF
-$296.5K
122
-98%
清仓
DX
Dynex Capital Inc
-$296.2K
0
-100%
减持
NFLX
Netflix Inc
+$294.1K
801
-1%
增持
MUNI
PIMCO Intermediate Municipal Bd Actv ETF
+$290.9K
7,399
+332%
增持
MA
Mastercard Inc A
+$276.4K
1,864
+38%
减持
ABT
Abbott Laboratories
-$274.4K
2,610
-44%
减持
JEPQ
JPMorgan Nasdaq Equity Premium Inc ETF
-$274.0K
7,621
-43%
减持
ISRG
Intuitive Surgical Inc
-$268.7K
286
-66%
增持
V
Visa Inc Class A
+$267.0K
3,230
+33%
减持
DGRO
iShares Core Dividend Growth ETF
-$266.5K
2,449
-64%
减持
PEP
PepsiCo Inc
-$266.1K
3,003
-31%
清仓
NBXG
Neuberger Brmn Nxt Gnrtn Cnnctvty
-$264.8K
0
-100%
减持
MO
Altria Group Inc
-$264.8K
4,669
-48%
增持
BALT
Innovator Defined Wealth Shld ETF
+$261.2K
8,536
+2034%
增持
SPY
SPDR S&P 500 ETF Trust
+$260.3K
4,423
+1%
清仓
SJT
San Juan Basin Royalty Trust
-$260.2K
0
-100%
建仓
DBND
DoubleLine Opportunistic Core Bond ETF
+$257.3K
5,580
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$256.8K
588
-94%
减持
SPHQ
Invesco S&P 500 Quality ETF
-$256.5K
700
-85%
减持
TLT
iShares 20 Year Treasury Bond ETF
-$255.2K
753
-79%
减持
WMT
Wal-Mart Stores Inc
-$254.8K
3,693
-47%
增持
JQUA
JPMorgan U.S. Quality Factor ETF
+$253.4K
25,420
+14%
减持
AMD
Advanced Micro Devices Inc
-$251.2K
1,030
-73%
增持
FNF
Fidelity National Financial Inc
-$248.5K
28,712
+0%
增持
DYNF
iShares U.S. Equity Factor Rotation Active ETF
+$242.9K
26,785
+9%
减持
CGDV
Capital Group Dividend Value ETF
-$241.4K
2,196
-76%
减持
TSLA
Tesla Motors Inc
-$238.9K
2,506
-38%
减持
CVS
CVS Health Corp
-$237.0K
569
-86%
清仓
FTSM
First Trust Enhanced Short Maturity ETF
-$235.3K
0
-100%
减持
PFF
iShares Preferred&Income Securities ETF
-$233.0K
5,824
-57%
增持
—
Linde plc
+$232.3K
1,716
+41%
减持
DGRW
WisdomTree US Quality Dividend Gr ETF
-$224.3K
4,070
-42%
增持
VOT
Vanguard Mid-Cap Growth ETF
+$221.9K
5,698
+2%
增持
USMC
Principal U.S. Mega-Cap ETF
+$220.4K
25,510
+7%
减持
MSFT
Microsoft Corp
+$219.4K
11,924
-22%
减持
QCOM
QUALCOMM Inc
-$218.9K
654
-69%
减持
JPM
JPMorgan Chase & Co
-$216.9K
5,620
-25%
清仓
JXN
Jackson Financial Inc
-$213.6K
0
-100%
减持
TCAF
T. Rowe Price Capital Apprec Eq ETF
-$207.9K
1,850
-78%
清仓
FNX
First Trust Mid Cap Core AlphaDEX ETF
-$206.8K
0
-100%
减持
EEM
iShares MSCI Emerging Markets ETF
-$203.9K
1,135
-81%
减持
FSCO
FS Credit Opportunities Corp.
-$199.4K
9,211
-75%
清仓
CCI
Crown Castle Inc
-$193.9K
0
-100%
减持
AIQ
Global X Artificial Intelligence & Technology ETF
-$192.0K
10,478
-41%
减持
ABBV
AbbVie Inc
-$190.3K
6,053
-4%
减持
GILD
Gilead Sciences Inc
-$189.5K
1,288
-56%
减持
NOBL
ProShares S&P 500 Dividend Aristocrats
-$189.1K
20,991
-6%
减持
CRM
Salesforce Inc
-$188.5K
1,091
-39%
建仓
CRWV
CoreWeave Inc
+$188.1K
1,190
清仓
HUM
Humana Inc
-$185.2K
0
-100%
减持
IBM
International Business Machines Corp
-$184.6K
701
-55%
清仓
ICSH
iShares Ultra Short Duration Bd Actv ETF
-$182.5K
0
-100%
清仓
CGIE
Capital Group International Equity ETF
-$182.2K
0
-100%
减持
—
Unilever PLC ADR
-$179.2K
1,070
-74%
减持
MMM
3M Co
-$175.8K
120
-91%
减持
BUG
Global X Cybersecurity ETF
-$175.2K
1,656
-77%
减持
CMCSA
Comcast Corp Class A
-$174.1K
2,855
-62%
减持
IWY
iShares Russell Top 200 Growth ETF
-$171.7K
1,305
-44%
减持
PRU
Prudential Financial Inc
-$167.5K
138
-92%
减持
CLX
Clorox Co
-$165.5K
19
-98%
减持
FXL
First Trust Technology AlphaDEX ETF
-$165.1K
168
-88%
减持
QQQ
Invesco QQQ Trust
+$164.8K
5,608
-9%
清仓
VRIG
Invesco Variable Rate Investment Grd ETF
-$163.3K
0
-100%
减持
ITA
iShares US Aerospace & Defense ETF
-$160.4K
674
-64%
减持
MRK
Merck & Co Inc
-$160.1K
8,886
-7%
减持
XMHQ
Invesco S&P MidCap Quality ETF
-$158.3K
220
-89%
增持
RWL
Invesco S&P 500 Revenue ETF
+$157.3K
9,977
+14%
增持
GE
GE Aerospace
+$154.9K
1,742
+23%
减持
—
Medtronic PLC
-$154.5K
340
-83%
减持
IYW
iShares US Technology ETF
+$154.3K
6,356
-5%
减持
SHEL
Shell PLC SPON ADS EA REP 2 ORD SHS
-$151.5K
2,253
-47%
减持
MDLZ
Mondelez International Inc Class A
-$148.8K
528
-81%
减持
PTLC
Pacer Trendpilot US Large Cap ETF
-$148.5K
3,516
-44%
减持
—
Blackstone Private Credit Fund Class D
-$147.8K
5,152
-53%
增持
SMH
VanEck Semiconductor ETF
+$144.2K
801
+118%
建仓
QARP
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
+$139.9K
2,643