FFG Partners, LLC
- SEC CIK
- 0002045972
- 最新申報
- 2026/7/9
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/22 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 33
- 較 2025 年第 1 季 +7
- 總值
- $3.01 億
- 較 2025 年第 1 季 +$5,778 萬 (+23.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 247,295 | $3,907 萬 | 13.0% | +12,299+5.2% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 1,310,541 | $2,376 萬 | 7.9% | −179,572−12.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 30,446 | $2,373 萬 | 7.9% | +9,590+46.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 103,497 | $2,271 萬 | 7.5% | +33,738+48.4% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 159,443 | $2,174 萬 | 7.2% | +1,233+0.8% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 58,531 | $1,784 萬 | 5.9% | −21,604−27.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 17,131 | $1,696 萬 | 5.6% | −1,715−9.1% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 170,625 | $1,598 萬 | 5.3% | +170,625 | 新進 | 歷史 |
| AVGOBroadcom Inc. | Stock | 53,196 | $1,466 萬 | 4.9% | −3,938−6.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 30,100 | $1,462 萬 | 4.9% | +1,403+4.9% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 15,310 | $1,175 萬 | 3.9% | +15,310 | 新進 | 歷史 |
| UBERUber Technologies, Inc | Stock | 122,844 | $1,146 萬 | 3.8% | +122,844 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 21,779 | $1,109 萬 | 3.7% | +21,779 | 新進 | 歷史 |
| iShares Inc464286806 | MSCI GERMANY ETF | 222,247 | $940.3 萬 | 3.1% | +222,247 | 新進 | – |
| NFLXNetflix Inc | Stock | 6,916 | $926.1 萬 | 3.1% | +6,916 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 41,670 | $734.4 萬 | 2.4% | −36,924−47.0% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 9,582 | $707.3 萬 | 2.4% | −23,036−70.6% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 56,870 | $645.0 萬 | 2.1% | +6,982+14.0% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 69,708 | $426.7 萬 | 1.4% | +69,708 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 10,706 | $219.1 萬 | 0.7% | −49,450−82.2% | 減碼 | 歷史 |
| ETHAiShares Ethereum Trust ETF | SHS | 70,600 | $134.6 萬 | 0.4% | +70,600 | 新進 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,672 | $132.9 萬 | 0.4% | +2,672 | 新進 | 歷史 |
| IAUiShares Gold Trust | ETF | 18,413 | $114.8 萬 | 0.4% | −10,443−36.2% | 減碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 4,679 | $98.7 萬 | 0.3% | −55−1.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 4,054 | $83.2 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,082 | $72.4 萬 | 0.2% | −4,657−53.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,117 | $67.2 萬 | 0.2% | +2,117 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 7,829 | $59.2 萬 | 0.2% | +132+1.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,701 | $51.7 萬 | 0.2% | +110+6.9% | 加碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,566 | $45.4 萬 | 0.2% | +540+52.6% | 加碼 | 歷史 |
| MSTRStrategy Inc | Stock | 880 | $35.6 萬 | 0.1% | −100−10.2% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,243 | $23.9 萬 | 0.1% | +32+1.0% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,039 | $23.5 萬 | 0.1% | +1,039 | 新進 | 歷史 |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。