Financial Partners Group, LLC
- SEC CIK
- 0001965246
- 最新申報
- 2025/7/17
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/12 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 73
- 較 2022 年第 4 季 +4
- 總值
- $1.91 億
- 較 2022 年第 4 季 +$2,178 萬 (+12.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 153,908 | $1,688 萬 | 8.8% | +442+0.3% | 加碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 86,125 | $987.3 萬 | 5.2% | 00.0% | 不變 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 48,662 | $972.0 萬 | 5.1% | +110+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 31,334 | $903.4 萬 | 4.7% | +206+0.7% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 18,055 | $853.5 萬 | 4.5% | +71+0.4% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 25,505 | $787.5 萬 | 4.1% | −300−1.2% | 減碼 | 歷史 |
| FDXFedEx Corp | Stock | 32,308 | $738.2 萬 | 3.9% | +689+2.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 70,832 | $734.7 萬 | 3.8% | 00.0% | 不變 | 歷史 |
| ECLEcolab Inc. | Stock | 40,446 | $669.5 萬 | 3.5% | +40,446 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 47,243 | $615.6 萬 | 3.2% | −150.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 26,231 | $600.3 萬 | 3.1% | −65−0.2% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 35,027 | $577.6 萬 | 3.0% | −24−0.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 137,246 | $560.0 萬 | 2.9% | +123,215+878.2% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 17,756 | $524.0 萬 | 2.7% | +401+2.3% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 31,940 | $521.1 萬 | 2.7% | +414+1.3% | 加碼 | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 52,525 | $479.2 萬 | 2.5% | +854+1.7% | 加碼 | – |
| LRCXLam Research Corp | COM | 8,790 | $466.0 萬 | 2.4% | 00.0% | 不變 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,842 | $417.9 萬 | 2.2% | −108−1.2% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 54,052 | $401.7 萬 | 2.1% | +4,498+9.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 31,935 | $339.8 萬 | 1.8% | +288+0.9% | 加碼 | 歷史 |
| BPBP PLC | ADR | 87,019 | $330.2 萬 | 1.7% | −2,016−2.3% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 39,836 | $294.1 萬 | 1.5% | −833−2.0% | 減碼 | – |
| MDTMedtronic plc | Stock | 36,414 | $293.6 萬 | 1.5% | +205+0.6% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 62,308 | $242.3 萬 | 1.3% | +2,195+3.7% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 11,638 | $225.8 萬 | 1.2% | +107+0.9% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 45,439 | $202.7 萬 | 1.1% | −422−0.9% | 減碼 | 歷史 |
| OCOwens Corning | Stock | 20,797 | $199.2 萬 | 1.0% | +20,797 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 51,867 | $187.0 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 50,006 | $163.4 萬 | 0.9% | +3,111+6.6% | 加碼 | 歷史 |
| VMCVulcan Materials CO | COM | 9,396 | $161.2 萬 | 0.8% | −106−1.1% | 減碼 | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 4,403 | $156.3 萬 | 0.8% | −56−1.3% | 減碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 17,811 | $147.5 萬 | 0.8% | −121−0.7% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,563 | $121.5 萬 | 0.6% | +824+7.0% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 6,072 | $121.4 萬 | 0.6% | −110−1.8% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 17,629 | $109.4 萬 | 0.6% | +499+2.9% | 加碼 | 歷史 |
| NUENucor Corp | COM | 7,063 | $109.1 萬 | 0.6% | −226−3.1% | 減碼 | 歷史 |
| JBHTHunt J B Transport Services Inc | COM | 6,184 | $108.5 萬 | 0.6% | −100−1.6% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 20,586 | $107.8 萬 | 0.6% | −370−1.8% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 5,532 | $103.2 萬 | 0.5% | +5,532 | 新進 | 歷史 |
| FFord Motor Co | Stock | 79,852 | $100.6 萬 | 0.5% | +4,641+6.2% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 5,374 | $100.0 萬 | 0.5% | +5,374 | 新進 | 歷史 |
| BABoeing Co | Stock | 4,677 | $99.4 萬 | 0.5% | +18+0.4% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 6,672 | $98.4 萬 | 0.5% | +20+0.3% | 加碼 | 歷史 |
| RFRegions Financial Corp | COM | 52,957 | $98.3 萬 | 0.5% | +239+0.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 2,906 | $90.2 萬 | 0.5% | +132+4.8% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 6,990 | $89.2 萬 | 0.5% | +188+2.8% | 加碼 | 歷史 |
| SCIService Corp International | COM | 12,221 | $84.1 萬 | 0.4% | +407+3.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,808 | $84.0 萬 | 0.4% | +877+17.8% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 6,270 | $82.2 萬 | 0.4% | +380+6.5% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,472 | $79.3 萬 | 0.4% | −58−2.3% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,212 | $74.7 萬 | 0.4% | +37+0.4% | 加碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,788 | $73.2 萬 | 0.4% | +8+0.4% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,096 | $64.8 萬 | 0.3% | +38+0.6% | 加碼 | – |
| XPOXPO, Inc. | COM | 16,247 | $51.8 萬 | 0.3% | +574+3.7% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 5,166 | $50.6 萬 | 0.3% | +5,166 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,538 | $46.5 萬 | 0.2% | −347−12.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,596 | $45.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 3,264 | $44.0 萬 | 0.2% | +168+5.4% | 加碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,503 | $41.4 萬 | 0.2% | +12+0.2% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 4,193 | $40.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 5,410 | $38.7 萬 | 0.2% | +5,410 | 新進 | – |
| PSXPhillips 66 | Stock | 3,746 | $38.0 萬 | 0.2% | +275+7.9% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 3,755 | $37.3 萬 | 0.2% | +3,755 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 829 | $34.1 萬 | 0.2% | +3+0.4% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 6,320 | $33.8 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 768 | $28.9 萬 | 0.2% | +18+2.4% | 加碼 | – |
| ATOAtmos Energy Corp | COM | 2,553 | $28.7 萬 | 0.2% | +544+27.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,800 | $28.7 萬 | 0.2% | −88−4.7% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,702 | $27.3 萬 | 0.1% | +43+1.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 2,121 | $21.9 萬 | 0.1% | +2,121 | 新進 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 4,326 | $20.3 萬 | 0.1% | −93−2.1% | 減碼 | – |
| BBCPConcrete Pumping Holdings, Inc. | COM | 10,000 | $6.80 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| UPWheels Up Experience Inc. | COMMON STOCK | 100,000 | $6.33 萬 | <0.1% | +50,000+100.0% | 加碼 | 歷史 |
2022 年第 4 季之後清倉（4 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。