Forefront Analytics, LLC
- SEC CIK
- 0001696802
- 最新申報
- 2026/8/12
2024 年第 4 季到 2025 年第 1 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 2 檔
- 估計 +$44.1 萬
- 加碼
- 24 檔
- 估計 +$673.0 萬
- 減碼
- 15 檔
- 估計 −$4,846 萬
- 清倉
- 21 檔
- 估計 −$8,921 萬
總值從 $2.15 億變成 $8,693 萬（−$1.28 億 (−59.6%)），持股從 64 檔變成 45 檔（−19）。
2025 年第 1 季全部持倉2024 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 1 季，下面灰字是 2024 年第 4 季。兩季之間拆股的股票，2024 年第 4 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| Nushares ETF Tr67092P300 | 減碼– | 555,012638,823 | −83,811−13.1% | $2,247 萬$2,515 萬 | −$339.4 萬 | 25.9%11.7% | +14.15 |
| SPDR Series Trust78468R796 | 加碼– | 203,859124,227 | +79,632+64.1% | $932.7 萬$598.2 萬 | +$364.3 萬 | 10.7%2.8% | +7.95 |
| iShares MSCI USA Momentum Factor ETF46432F396 | 加碼– | 41,77138,945 | +2,826+7.3% | $844.3 萬$805.9 萬 | +$57.1 萬 | 9.7%3.7% | +5.96 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 156,884148,409 | +8,475+5.7% | $710.1 萬$653.6 萬 | +$38.4 萬 | 8.2%3.0% | +5.13 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 109,288108,783 | +505+0.5% | $555.5 萬$520.2 萬 | +$2.57 萬 | 6.4%2.4% | +3.97 |
| iShares Core High Dividend ETF46429B663 | 加碼– | 43,10834,438 | +8,670+25.2% | $522.1 萬$386.6 萬 | +$105.0 萬 | 6.0%1.8% | +4.21 |
| DBX ETF Tr233051200 | 加碼– | 107,15598,634 | +8,521+8.6% | $464.0 萬$408.4 萬 | +$36.9 萬 | 5.3%1.9% | +3.44 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 45,24945,308 | −59−0.1% | $423.8 萬$402.3 萬 | −$5,525.87 | 4.9%1.9% | +3.00 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 4,5814,611 | −30−0.7% | $257.4 萬$271.5 萬 | −$1.69 萬 | 3.0%1.3% | +1.70 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 14,33413,154 | +1,180+9.0% | $247.6 萬$222.7 萬 | +$20.4 萬 | 2.8%1.0% | +1.81 |
| iShares Inc46434G509 | 加碼– | 64,20963,026 | +1,183+1.9% | $180.3 萬$170.3 萬 | +$3.32 萬 | 2.1%0.8% | +1.28 |
| NVDANVIDIA Corp | 加碼歷史 | 14,98514,959 | +26+0.2% | $162.5 萬$200.9 萬 | +$2,818.66 | 1.9%0.9% | +0.93 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 2,7372,728 | +9+0.3% | $153.1 萬$159.9 萬 | +$5,034.94 | 1.8%0.7% | +1.02 |
| WisdomTree Tr97717W562 | 加碼– | 26,00625,665 | +341+1.3% | $127.0 萬$138.4 萬 | +$1.67 萬 | 1.5%0.6% | +0.82 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 4,2554,238 | +17+0.4% | $94.4 萬$101.8 萬 | +$3,769.93 | 1.1%0.5% | +0.61 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 3,3603,345 | +15+0.4% | $82.4 萬$80.2 萬 | +$3,680.04 | 0.9%0.4% | +0.58 |
| DEDeere & Co | 加碼歷史 | 1,1221,118 | +4+0.4% | $52.7 萬$47.4 萬 | +$1,878.79 | 0.6%0.2% | +0.39 |
| First Tr Exchange-Traded FD33738D101 | 減碼– | 13,282216,001 | −202,719−93.9% | $49.8 萬$770.0 萬 | −$760.1 萬 | 0.6%3.6% | −3.01 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 820787 | +33+4.2% | $43.0 萬$40.0 萬 | +$1.73 萬 | 0.5%0.2% | +0.31 |
| PIMCO ETF Tr72201R304 | 減碼– | 7,394174,705 | −167,311−95.8% | $40.5 萬$909.7 萬 | −$916.4 萬 | 0.5%4.2% | −3.77 |
| iShares MSCI India ETF46429B598 | 不變– | 7,4267,426 | 00.0% | $38.2 萬$39.1 萬 | $0 | 0.4%0.2% | +0.26 |
| iShares Tr464288372 | 減碼– | 6,80879,739 | −72,931−91.5% | $37.2 萬$416.8 萬 | −$398.5 萬 | 0.4%1.9% | −1.51 |
| EWEdwards Lifesciences Corp | 加碼歷史 | 4,9713,226 | +1,745+54.1% | $36.0 萬$23.9 萬 | +$12.6 萬 | 0.4%0.1% | +0.30 |
| ProShares Tr74347R107 | 不變– | 4,0424,042 | 00.0% | $33.5 萬$37.4 萬 | $0 | 0.4%0.2% | +0.21 |
| iShares Tips Bond ETF464287176 | 減碼– | 2,97457,329 | −54,355−94.8% | $33.0 萬$610.8 萬 | −$603.1 萬 | 0.4%2.8% | −2.46 |
| MDTMedtronic plc | 減碼歷史 | 3,0013,077 | −76−2.5% | $27.0 萬$24.6 萬 | −$6,836.35 | 0.3%0.1% | +0.20 |
| ProShares Tr74347R842 | 不變– | 7,8877,887 | 00.0% | $26.4 萬$33.0 萬 | $0 | 0.3%0.2% | +0.15 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 524413 | +111+26.9% | $26.2 萬$21.5 萬 | +$5.54 萬 | 0.3%0.1% | +0.20 |
| PMPhilip Morris International Inc. | 新進歷史 | 1,4010 | +1,401 | $22.2 萬$0 | +$22.2 萬 | 0.3%0.0% | +0.26 |
| iShares Tr464288661 | 減碼– | 1,85123,727 | −21,876−92.2% | $21.9 萬$274.2 萬 | −$258.8 萬 | 0.3%1.3% | −1.02 |
| PFEPfizer Inc | 減碼歷史 | 8,65114,903 | −6,252−42.0% | $21.9 萬$39.5 萬 | −$15.8 萬 | 0.3%0.2% | +0.07 |
| LEGNLegend Biotech Corp | 新進歷史 | 6,4290 | +6,429 | $21.9 萬$0 | +$21.9 萬 | 0.3%0.0% | +0.25 |
| DJPBarclays Bank PLC | 減碼歷史 | 6,120223,932 | −217,812−97.3% | $21.6 萬$718.6 萬 | −$768.7 萬 | 0.2%3.3% | −3.09 |
| iShares Tr464287440 | 減碼– | 2,19619,088 | −16,892−88.5% | $20.9 萬$176.5 萬 | −$160.8 萬 | 0.2%0.8% | −0.58 |
| INCYIncyte Corp | 減碼歷史 | 3,3704,847 | −1,477−30.5% | $20.4 萬$33.5 萬 | −$8.93 萬 | 0.2%0.2% | +0.08 |
| Invesco Exch Traded FD Tr II46138G508 | 減碼– | 9,786304,746 | −294,960−96.8% | $20.3 萬$642.1 萬 | −$611.9 萬 | 0.2%3.0% | −2.75 |
| ZURAZura Bio Ltd | 加碼歷史 | 108,30853,734 | +54,574+101.6% | $14.0 萬$13.4 萬 | +$7.04 萬 | 0.2%0.1% | +0.10 |
| MREOMereo BioPharma Group plc | 加碼歷史 | 47,63034,753 | +12,877+37.1% | $10.7 萬$12.2 萬 | +$2.90 萬 | 0.1%0.1% | +0.07 |
| GERNGeron Corp | 加碼歷史 | 62,97319,023 | +43,950+231.0% | $10.0 萬$6.73 萬 | +$6.98 萬 | 0.1%<0.1% | +0.08 |
| COGTCogent Biosciences, Inc. | 加碼歷史 | 14,01513,760 | +255+1.9% | $8.35 萬$10.7 萬 | +$1,519.03 | 0.1%<0.1% | +0.05 |
| IMTXImmatics N.V. | 加碼歷史 | 15,97115,911 | +60+0.4% | $7.18 萬$11.3 萬 | +$269.61 | 0.1%0.1% | +0.03 |
| ITOSiTeos Therapeutics, Inc. | 不變歷史 | 11,06111,061 | 00.0% | $6.64 萬$8.49 萬 | $0 | 0.1%<0.1% | +0.04 |
| CTMXCytomX Therapeutics, Inc. | 加碼歷史 | 100,07064,259 | +35,811+55.7% | $6.31 萬$6.62 萬 | +$2.26 萬 | 0.1%<0.1% | +0.04 |
| ANNXAnnexon, Inc. | 加碼歷史 | 28,59116,433 | +12,158+74.0% | $5.53 萬$8.43 萬 | +$2.35 萬 | 0.1%<0.1% | +0.02 |
| NKTXNkarta, Inc. | 減碼歷史 | 29,19130,046 | −855−2.8% | $5.41 萬$7.48 萬 | −$1,583.5 | 0.1%<0.1% | +0.03 |
| Vanguard Total International Bond ETF92203J407 | 清倉– | 0318,115 | −318,115−100.0% | $0$1,560 萬 | −$1,560 萬 | 0.0%7.3% | −7.26 |
| iShares Tr464288281 | 清倉– | 0147,400 | −147,400−100.0% | $0$1,312 萬 | −$1,312 萬 | 0.0%6.1% | −6.10 |
| iShares Tr464289883 | 清倉– | 0347,277 | −347,277−100.0% | $0$1,295 萬 | −$1,295 萬 | 0.0%6.0% | −6.02 |
| SPDR Series Trust78464A490 | 清倉– | 0217,606 | −217,606−100.0% | $0$787.3 萬 | −$787.3 萬 | 0.0%3.7% | −3.66 |
| Vanguard Intl Equity Index F922042676 | 清倉– | 0198,721 | −198,721−100.0% | $0$786.1 萬 | −$786.1 萬 | 0.0%3.7% | −3.66 |
| Vanguard World FD921910709 | 清倉– | 0109,780 | −109,780−100.0% | $0$743.4 萬 | −$743.4 萬 | 0.0%3.5% | −3.46 |
| iShares Tr464288588 | 清倉– | 072,363 | −72,363−100.0% | $0$663.4 萬 | −$663.4 萬 | 0.0%3.1% | −3.09 |
| SPDR Series Trust78468R200 | 清倉– | 0160,008 | −160,008−100.0% | $0$491.7 萬 | −$491.7 萬 | 0.0%2.3% | −2.29 |
| Vanguard Real Estate ETF922908553 | 清倉– | 043,422 | −43,422−100.0% | $0$386.8 萬 | −$386.8 萬 | 0.0%1.8% | −1.80 |
| iShares Tr46429B747 | 清倉– | 024,897 | −24,897−100.0% | $0$250.5 萬 | −$250.5 萬 | 0.0%1.2% | −1.16 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | 清倉– | 012,248 | −12,248−100.0% | $0$134.9 萬 | −$134.9 萬 | 0.0%0.6% | −0.63 |
| iShares Tr46429B655 | 清倉– | 025,034 | −25,034−100.0% | $0$127.4 萬 | −$127.4 萬 | 0.0%0.6% | −0.59 |
| SPDR Series Trust78468R622 | 清倉– | 012,872 | −12,872−100.0% | $0$122.9 萬 | −$122.9 萬 | 0.0%0.6% | −0.57 |
| iShares Tr464288513 | 清倉– | 06,708 | −6,708−100.0% | $0$52.8 萬 | −$52.8 萬 | 0.0%0.2% | −0.25 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | 清倉– | 012,735 | −12,735−100.0% | $0$51.8 萬 | −$51.8 萬 | 0.0%0.2% | −0.24 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 清倉– | 04,629 | −4,629−100.0% | $0$49.5 萬 | −$49.5 萬 | 0.0%0.2% | −0.23 |
| ABTAbbott Laboratories | 清倉歷史 | 02,683 | −2,683−100.0% | $0$30.4 萬 | −$30.4 萬 | 0.0%0.1% | −0.14 |
| REGNRegeneron Pharmaceuticals, Inc. | 清倉歷史 | 0368 | −368−100.0% | $0$26.2 萬 | −$26.2 萬 | 0.0%0.1% | −0.12 |
| Tidal ETF Tr886364603 | 清倉– | 011,701 | −11,701−100.0% | $0$21.9 萬 | −$21.9 萬 | 0.0%0.1% | −0.10 |
| Invesco Exch TRD SLF Idx FD46138J460 | 清倉– | 010,596 | −10,596−100.0% | $0$17.3 萬 | −$17.3 萬 | 0.0%0.1% | −0.08 |
| KRONKronos Bio, Inc. | 清倉歷史 | 093,190 | −93,190−100.0% | $0$8.85 萬 | −$8.85 萬 | 0.0%<0.1% | −0.04 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。