Financial Partners Group, LLC 13F 持仓 · 最近申报 2025年Q2
Financial Partners Group 在 2025年Q2（报告期截至 2025-06-30）的 SEC 13F 申报中报告了 88 只证券，申报市值合计 2.76 亿美元。前几大持仓：MSFT（5.18%）、GOOGL（5.03%）、JPM（4.87%）。本季前 25 大持仓中：新建仓 2 只、增持 14 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $14.3M | 5.18% | 28,765 | 增持 |
| 2 | GOOGL | ALPHABET INC | $13.9M | 5.03% | 78,871 | 增持 |
| 3 | JPM | JPMORGAN CHASE & CO. | $13.5M | 4.87% | 46,413 | 减持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $13.3M | 4.82% | 27,399 | 减持 |
| 5 | PANW | PALO ALTO NETWORKS INC | $12.7M | 4.60% | 62,076 | 增持 |
| 6 | ECL | ECOLAB INC | $11.0M | 3.98% | 40,815 | 减持 |
| 7 | CVX | CHEVRON CORP NEW | $10.1M | 3.66% | 70,529 | 增持 |
| 8 | UNH | UNITEDHEALTH GROUP INC | $9.7M | 3.50% | 31,037 | 增持 |
| 9 | NOBL | PROSHARES TR | $9.4M | 3.41% | 93,466 | 增持 |
| 10 | UPS | UNITED PARCEL SERVICE INC | $9.1M | 3.30% | 90,247 | 减持 |
| 11 | CAT | CATERPILLAR INC | $8.9M | 3.23% | 22,978 | 减持 |
| 12 | PEP | PEPSICO INC | $8.9M | 3.22% | 67,304 | 新建仓 |
| 13 | XOM | EXXON MOBIL CORP | $8.6M | 3.11% | 79,724 | 减持 |
| 14 | LRCX | LAM RESEARCH CORP | $8.5M | 3.08% | 87,517 | 减持 |
| 15 | LMT | LOCKHEED MARTIN CORP | $8.2M | 2.95% | 17,616 | 减持 |
| 16 | FDX | FEDEX CORP | $8.1M | 2.93% | 35,563 | 增持 |
| 17 | AAPL | APPLE INC | $6.8M | 2.48% | 33,344 | 增持 |
| 18 | CCI | CROWN CASTLE INC | $6.8M | 2.45% | 65,839 | 增持 |
| 19 | BSV | VANGUARD BD INDEX FDS | $5.7M | 2.07% | 72,595 | 新建仓 |
| 20 | EOG | EOG RES INC | $4.8M | 1.73% | 40,005 | 增持 |
| 21 | HD | HOME DEPOT INC | $4.6M | 1.66% | 12,516 | 减持 |
| 22 | XLG | INVESCO EXCHANGE TRADED FD T | $4.4M | 1.58% | 83,827 | 增持 |
| 23 | AMZN | AMAZON COM INC | $4.2M | 1.52% | 19,093 | 增持 |
| 24 | MDT | MEDTRONIC PLC | $4.1M | 1.49% | 47,166 | 增持 |
| 25 | MOAT | VANECK ETF TRUST | $3.7M | 1.34% | 39,615 | 增持 |
来源：SEC 13F 申报文件 · 截至 2025-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR