FFG Partners, LLC
- SEC CIK
- 0002045972
- 最新申報
- 2026/7/9
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/23 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 39
- 較 2025 年第 3 季 +3
- 總值
- $3.45 億
- 較 2025 年第 3 季 −$2,404 萬 (−6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 231,745 | $4,322 萬 | 12.5% | −11,441−4.7% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 156,727 | $2,786 萬 | 8.1% | −573−0.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 103,602 | $2,391 萬 | 6.9% | −506−0.5% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 55,781 | $2,211 萬 | 6.4% | −235−0.4% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 172,151 | $1,947 萬 | 5.6% | +550.0% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 58,634 | $1,889 萬 | 5.5% | +581+1.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 53,192 | $1,841 萬 | 5.3% | +297+0.6% | 加碼 | 歷史 |
| CBOECboe Global Markets, Inc. | COM | 62,015 | $1,557 萬 | 4.5% | +372+0.6% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 854,593 | $1,409 萬 | 4.1% | −385,346−31.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 20,260 | $1,337 萬 | 3.9% | +7,994+65.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 42,276 | $1,323 萬 | 3.8% | +64+0.2% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 126,597 | $1,187 萬 | 3.4% | +16,137+14.6% | 加碼依 10 比 1 拆股換算 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 22,385 | $1,049 萬 | 3.0% | +337+1.5% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 16,450 | $995.2 萬 | 2.9% | −10−0.1% | 減碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 16,456 | $955.6 萬 | 2.8% | +11+0.1% | 加碼 | 歷史 |
| AVAVAeroVironment Inc | COM | 36,660 | $886.8 萬 | 2.6% | +7,484+25.7% | 加碼 | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 122,025 | $819.2 萬 | 2.4% | +122,025 | 新進 | – |
| SHOPShopify Inc. | Stock | 50,646 | $815.2 萬 | 2.4% | +360+0.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,532 | $735.8 萬 | 2.1% | −9,057−51.5% | 減碼 | 歷史 |
| OKLOOklo Inc. | COM CL A | 93,037 | $667.6 萬 | 1.9% | +1,062+1.2% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 101,325 | $503.1 萬 | 1.5% | −81,232−44.5% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 30,750 | $498.2 萬 | 1.4% | +30,750 | 新進 | 歷史 |
| DGDollar General Corp | COM | 34,067 | $452.3 萬 | 1.3% | +34,067 | 新進 | 歷史 |
| ETHAiShares Ethereum Trust ETF | SHS | 161,756 | $362.8 萬 | 1.1% | −116,881−41.9% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 2,005 | $214.6 萬 | 0.6% | +2,005 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 10,488 | $193.2 萬 | 0.6% | −554−5.0% | 減碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 27,119 | $160.3 萬 | 0.5% | −196−0.7% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 17,309 | $140.5 萬 | 0.4% | +70+0.4% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,740 | $132.5 萬 | 0.4% | +6+0.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,915 | $122.9 萬 | 0.4% | +3+0.1% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 4,133 | $112.4 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 4,369 | $105.4 萬 | 0.3% | −266−5.7% | 減碼 | – |
| TSLATesla, Inc. | Stock | 2,281 | $102.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,813 | $60.8 萬 | 0.2% | +10+0.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 9,388 | $50.6 萬 | 0.1% | −915−8.9% | 減碼 | – |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 6,691 | $49.8 萬 | 0.1% | −643−8.8% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 6,418 | $45.9 萬 | 0.1% | −390−5.7% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,044 | $31.7 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,318 | $24.6 萬 | 0.1% | +43+1.3% | 加碼 | – |
2025 年第 3 季之後清倉（1 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。