FFG Partners, LLC
Fort Lauderdale FL · SEC CIK 0002045972
$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
26Q126Q2
前十大持仓 占组合比例
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 | 150 | 0.4% | $5.36万 | 加仓 |
| ACWX | ISHARES TR | $1,400.62万 | 3.97% | 184,025 | 1,268 | 0.7% | $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 | 27,106 | 176.8% | $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 | 5,978 | 153.6% | $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 | 168 | 0.5% | $5.63万 | 加仓 |
| ASML | ASML HLDG NV | $840.03万 | 2.38% | 4,222 | 2,025 | 92.2% | $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 | 31,994 | 887.5% | $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 | 588 | 12.8% | $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 | 22 | 1.1% | $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 | 7 | 0.4% | $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 | 5 | 0.3% | $1,851 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $50.08万 | 0.14% | 1,048 | 2 | 0.2% | $956 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $24.76万 | 0.07% | 3,372 | 33 | 1.0% | $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 | $0 | 0.00% | 0 | -20,613 | -100.0% | -$1,179.36万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -18,446 | -100.0% | -$964.19万 | 清仓 |
| AVDV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -92,644 | -100.0% | -$925.15万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -23,227 | -100.0% | -$906.81万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -6,850 | -100.0% | -$109.82万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,646 | -100.0% | -$89.17万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -1,305 | -100.0% | -$48.31万 | 清仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -6,284 | -100.0% | -$39.39万 | 清仓 |
| GLD | SPDR GOLD TR 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$12.91万 | 清仓 |