13F 机构持仓

FFG Partners, LLC

Fort Lauderdale FL · SEC CIK 0002045972

2026Q22026Q1 更早 9 个季度 🔒
$3.52亿2026Q2 申报市值
42持仓数
51.5%前十大占比 · 第一大 8.0%
14 / 9新建仓 / 清仓
申报市值走势$3.52亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MU 8.0%
NVDA 7.5%
AVGO 5.7%
ET 4.8%
GLD 4.7%
PLTR 4.7%
CAT 4.3%
GOOGL 4.3%
ACWX 4.0%
GS 3.6%

2026Q2 买入最多 按季末市值估算

CAT 新建仓+$1,514.01万
JNJ 新建仓+$1,259.63万
INTC 新建仓+$1,174.20万
SNDK 新建仓+$1,162.22万
DKS 新建仓+$1,149.22万

2026Q2 卖出最多 按季末市值估算

META 清仓-$1,179.36万
ULTA 清仓-$964.19万
AVDV 清仓-$925.15万
CRWD 清仓-$906.81万
AMZN 减仓-$532.29万

2026Q2 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
MU MICRON TECHNOLOGY INC $2,823.71万8.01%24,462 -4,345-15.1% -$501.55万 减仓
NVDA NVIDIA CORPORATION $2,658.40万7.54%132,860 -6,249-4.5% -$125.04万 减仓
AVGO BROADCOM INC $1,993.49万5.66%52,772 -555-1.0% -$20.97万 减仓
ET ENERGY TRANSFER L P $1,689.77万4.79%883,770 -5,301-0.6% -$10.14万 减仓
GLD SPDR GOLD TR $1,655.17万4.70%44,931 -7,098-13.6% -$261.48万 减仓
PLTR PALANTIR TECHNOLOGIES INC $1,652.64万4.69%141,650 -1,175-0.8% -$13.71万 减仓
CAT CATERPILLAR INC $1,514.01万4.30%14,217 14,217— $1,514.01万 新建仓
GOOGL ALPHABET INC $1,498.12万4.25%41,920 1500.4% $5.36万 加仓
ACWX ISHARES TR $1,400.62万3.97%184,025 1,2680.7% $9.65万 加仓
GS GOLDMAN SACHS GROUP INC $1,262.50万3.58%12,483 -583-4.5% -$58.96万 减仓
JNJ JOHNSON & JOHNSON $1,259.63万3.57%49,597 49,597— $1,259.63万 新建仓
GNRC GENERAC HLDGS INC $1,242.67万3.53%42,439 27,106176.8% $793.70万 加仓
JPM JPMORGAN CHASE & CO $1,212.63万3.44%37,046 -2,283-5.8% -$74.73万 减仓
LLY ELI LILLY & CO $1,183.83万3.36%9,869 5,978153.6% $717.09万 加仓
INTC INTEL CORP $1,174.20万3.33%84,093 84,093— $1,174.20万 新建仓
SNDK SANDISK CORP $1,162.22万3.30%5,111 5,111— $1,162.22万 新建仓
DKS DICKS SPORTING GOODS INC $1,149.22万3.26%50,669 50,669— $1,149.22万 新建仓
POWR ISHARES INC $1,113.23万3.16%398,150 398,150— $1,113.23万 新建仓
AMZN AMAZON COM INC $1,107.88万3.14%46,483 -22,333-32.5% -$532.29万 减仓
VRT VERTIV HOLDINGS CO $1,050.96万2.98%31,388 1680.5% $5.63万 加仓
ASML ASML HLDG NV $840.03万2.38%4,222 2,02592.2% $402.91万 加仓
COST COSTCO WHOLESALE CORPORATION $785.62万2.23%8,398 -123-1.4% -$11.51万 减仓
MAR MARRIOTT INTL INC NEW $636.95万1.81%17,187 17,187— $636.95万 新建仓
GEV GE VERNOVA INC $583.61万1.66%4,967 4,967— $583.61万 新建仓
MU MICRON TECHNOLOGY INC 看跌期权 $461.72万1.31%4,000 4,000— $461.72万 新建仓
IHE ISHARES TR $352.47万1.00%35,599 31,994887.5% $316.78万 加仓
TSLA TESLA INC $269.23万0.76%6,401 -897-12.3% -$37.73万 减仓
CAIE CALAMOS ETF TR $197.60万0.56%72,620 72,620— $197.60万 新建仓
BTC GRAYSCALE BITCOIN MINI TR ET $164.09万0.47%63,232 63,232— $164.09万 新建仓
XAR SPDR SERIES TRUST $147.05万0.42%5,181 58812.8% $16.69万 加仓
XLI SELECT SECTOR SPDR TR $145.48万0.41%7,853 7,853— $145.48万 新建仓
VOO VANGUARD INDEX FDS $138.54万0.39%2,017 221.1% $1.51万 加仓
NVO NOVO-NORDISK A S $123.30万0.35%25,719 -41,782-61.9% -$200.31万 减仓
SPYM SPDR SERIES TRUST $106.79万0.30%12,151 12,151— $106.79万 新建仓
IAU ISHARES GOLD TR $95.28万0.27%12,618 -3,540-21.9% -$26.73万 减仓
SOXQ INVESCO EXCH TRADED FD TR II $87.00万0.25%7,760 7,760— $87.00万 新建仓
HUM HUMANA INC $69.12万0.20%1,740 70.4% $2,781 加仓
GOOG ALPHABET INC $67.54万0.19%1,911 -1,476-43.6% -$52.17万 减仓
VTI VANGUARD INDEX FDS $67.30万0.19%1,818 50.3% $1,851 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $50.08万0.14%1,048 20.2% $956 加仓
BND VANGUARD BD INDEX FDS $24.76万0.07%3,372 331.0% $2,423 加仓
AAPL APPLE INC $23.75万0.07%820 -3,313-80.2% -$95.95万 重新持有
META META PLATFORMS INC $00.00%0 -20,613-100.0% -$1,179.36万 清仓
ULTA ULTA BEAUTY INC $00.00%0 -18,446-100.0% -$964.19万 清仓
AVDV AMERICAN CENTY ETF TR $00.00%0 -92,644-100.0% -$925.15万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -23,227-100.0% -$906.81万 清仓
PANW PALO ALTO NETWORKS INC $00.00%0 -6,850-100.0% -$109.82万 清仓
RSP INVESCO EXCHANGE TRADED FD T $00.00%0 -4,646-100.0% -$89.17万 清仓
MSFT MICROSOFT CORP $00.00%0 -1,305-100.0% -$48.31万 清仓
CIBR FIRST TR EXCHANGE-TRADED FD $00.00%0 -6,284-100.0% -$39.39万 清仓
GLD SPDR GOLD TR 看涨期权 $00.00%0 -300-100.0% -$12.91万 清仓