Ameriflex Group, Inc. 13F 持仓 · 2026年Q2
Ameriflex Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,573 只证券，申报市值合计 2.45 亿美元。前几大持仓：AAPL（6.40%）、NVDA（5.27%）、VOO（2.73%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $15.7M | 6.40% | 54,111 | 增持 |
| 2 | NVDA | NVIDIA CORPORATION | $12.9M | 5.27% | 64,451 | 增持 |
| 3 | VOO | VANGUARD INDEX FDS | $6.7M | 2.73% | 9,744 | 增持 |
| 4 | GOOG | ALPHABET INC | $5.1M | 2.08% | 14,373 | 增持 |
| 5 | AMZN | AMAZON COM INC | $4.4M | 1.81% | 18,574 | 增持 |
| 6 | NOBL | PROSHARES TR | $4.1M | 1.69% | 73,539 | 增持 |
| 7 | QQQ | INVESCO QQQ TR | $4.0M | 1.65% | 5,476 | 增持 |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $4.0M | 1.64% | 6,894 | 减持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 1.38% | 4,521 | 减持 |
| 10 | GOOGL | ALPHABET INC | $3.3M | 1.36% | 9,286 | 增持 |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $3.1M | 1.28% | 3,345 | 减持 |
| 12 | MSFT | MICROSOFT CORP | $3.1M | 1.28% | 8,385 | 减持 |
| 13 | UNP | UNION PAC CORP | $3.0M | 1.23% | 11,066 | 增持 |
| 14 | AVGO | BROADCOM INC | $3.0M | 1.22% | 7,909 | 减持 |
| 15 | AMGN | AMGEN INC | $2.7M | 1.09% | 7,386 | 增持 |
| 16 | MU | MICRON TECHNOLOGY INC | $2.7M | 1.09% | 2,305 | 增持 |
| 17 | CVX | CHEVRON CORPORATION | $2.4M | 0.99% | 14,594 | 增持 |
| 18 | AMAT | APPLIED MATLS INC | $2.4M | 0.97% | 3,291 | 减持 |
| 19 | PG | PROCTER &GAMBLE CO | $2.4M | 0.96% | 16,056 | 减持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.3M | 0.94% | 4,581 | 增持 |
| 21 | XOM | EXXON MOBIL CORP | $2.3M | 0.93% | 16,623 | 增持 |
| 22 | CAT | CATERPILLAR INC | $2.2M | 0.91% | 2,080 | 增持 |
| 23 | KO | COCA COLA CO | $2.2M | 0.90% | 27,106 | 增持 |
| 24 | META | META PLATFORMS INC | $2.1M | 0.87% | 3,769 | 增持 |
| 25 | IVV | ISHARES TR | $1.9M | 0.77% | 2,513 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR