Forefront Analytics, LLC
- SEC CIK
- 0001696802
- 最新申報
- 2026/8/12
2025 年第 2 季到 2025 年第 3 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 +$507.1 萬
- 加碼
- 20 檔
- 估計 +$1,326 萬
- 減碼
- 20 檔
- 估計 −$921.4 萬
- 清倉
- 2 檔
- 估計 −$77.5 萬
總值從 $8,952 萬變成 $1.04 億（+$1,430 萬 (+16.0%)），持股從 43 檔變成 43 檔（0）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 年第 2 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） |
|---|---|---|---|---|---|---|---|
| iShares Tr46435G516 | 加碼– | 185,23072,693 | +112,537+154.8% | $1,722 萬$648.6 萬 | +$1,046 萬 | 16.6%7.2% | +9.34 |
| Nushares ETF Tr67092P300 | 減碼– | 247,947345,887 | −97,940−28.3% | $1,087 萬$1,450 萬 | −$429.2 萬 | 10.5%16.2% | −5.73 |
| iShares MSCI USA Momentum Factor ETF46432F396 | 減碼– | 37,49440,843 | −3,349−8.2% | $961.5 萬$981.6 萬 | −$85.9 萬 | 9.3%11.0% | −1.70 |
| iShares Inc46434G863 | 加碼– | 197,985140,414 | +57,571+41.0% | $859.7 萬$550.0 萬 | +$250.0 萬 | 8.3%6.1% | +2.14 |
| Vanguard Ftse Emerging Markets ETF922042858 | 減碼– | 136,722172,044 | −35,322−20.5% | $740.8 萬$850.9 萬 | −$191.4 萬 | 7.1%9.5% | −2.37 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 110,468110,174 | +294+0.3% | $661.9 萬$628.1 萬 | +$1.76 萬 | 6.4%7.0% | −0.64 |
| DBX ETF Tr233051200 | 減碼– | 119,658126,874 | −7,216−5.7% | $555.4 萬$555.1 萬 | −$33.5 萬 | 5.3%6.2% | −0.85 |
| iShares Core High Dividend ETF46429B663 | 減碼– | 39,88941,996 | −2,107−5.0% | $488.5 萬$492.1 萬 | −$25.8 萬 | 4.7%5.5% | −0.79 |
| Flexshares Tr33939L688 | 新進– | 24,3700 | +24,370 | $481.1 萬$0 | +$481.1 萬 | 4.6%0.0% | +4.63 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | 減碼– | 45,15345,174 | −210.0% | $429.6 萬$424.0 萬 | −$1,997.93 | 4.1%4.7% | −0.60 |
| Vanguard Morningstar Value ETF922908744 | 加碼– | 16,44416,391 | +53+0.3% | $306.7 萬$289.7 萬 | +$9,883.93 | 3.0%3.2% | −0.28 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 4,0464,419 | −373−8.4% | $270.8 萬$274.4 萬 | −$25.0 萬 | 2.6%3.1% | −0.46 |
| NVDANVIDIA Corp | 減碼歷史 | 13,97514,852 | −877−5.9% | $260.7 萬$234.6 萬 | −$16.4 萬 | 2.5%2.6% | −0.11 |
| Vanguard Morningstar Small-Cap ETF922908751 | 加碼– | 9,5349,503 | +31+0.3% | $242.4 萬$225.2 萬 | +$7,882.68 | 2.3%2.5% | −0.18 |
| SPYSPDR S&P 500 ETF Trust | 加碼歷史 | 2,7522,746 | +6+0.2% | $183.3 萬$169.6 萬 | +$3,997.08 | 1.8%1.9% | −0.13 |
| iShares Inc46434G509 | 減碼– | 48,45564,057 | −15,602−24.4% | $163.1 萬$192.8 萬 | −$52.5 萬 | 1.6%2.2% | −0.58 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 3,3373,321 | +16+0.5% | $105.3 萬$96.3 萬 | +$5,048.85 | 1.0%1.1% | −0.06 |
| WisdomTree Tr97717W562 | 減碼– | 17,91920,571 | −2,652−12.9% | $100.1 萬$104.8 萬 | −$14.8 萬 | 1.0%1.2% | −0.21 |
| First Tr Exchange-Traded FD33738D101 | 減碼– | 18,95418,970 | −16−0.1% | $72.6 萬$71.2 萬 | −$612.85 | 0.7%0.8% | −0.10 |
| Vanguard World FD921910709 | 加碼– | 9,5049,389 | +115+1.2% | $65.1 萬$63.2 萬 | +$7,877.21 | 0.6%0.7% | −0.08 |
| iShares Tr464288661 | 減碼– | 4,9045,119 | −215−4.2% | $58.6 萬$61.0 萬 | −$2.57 萬 | 0.6%0.7% | −0.12 |
| DEDeere & Co | 加碼歷史 | 1,1291,126 | +3+0.3% | $51.6 萬$57.2 萬 | +$1,371.12 | 0.5%0.6% | −0.14 |
| ProShares Tr74347R107 | 加碼– | 4,0664,050 | +16+0.4% | $45.6 萬$39.6 萬 | +$1,794 | 0.4%0.4% | 0.00 |
| ABTAbbott Laboratories | 加碼歷史 | 3,0122,893 | +119+4.1% | $40.3 萬$39.4 萬 | +$1.59 萬 | 0.4%0.4% | −0.05 |
| MDTMedtronic plc | 減碼歷史 | 4,1454,333 | −188−4.3% | $39.5 萬$37.8 萬 | −$1.79 萬 | 0.4%0.4% | −0.04 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 1,130734 | +396+54.0% | $39.0 萬$22.9 萬 | +$13.7 萬 | 0.4%0.3% | +0.12 |
| ProShares Tr74347R842 | 加碼– | 7,9457,907 | +38+0.5% | $36.8 萬$29.8 萬 | +$1,761.63 | 0.4%0.3% | +0.02 |
| EWEdwards Lifesciences Corp | 加碼歷史 | 4,4924,445 | +47+1.1% | $34.9 萬$34.8 萬 | +$3,655.19 | 0.3%0.4% | −0.05 |
| PFEPfizer Inc | 減碼歷史 | 12,57813,428 | −850−6.3% | $32.0 萬$32.5 萬 | −$2.17 萬 | 0.3%0.4% | −0.05 |
| INCYIncyte Corp | 減碼歷史 | 3,7445,094 | −1,350−26.5% | $31.8 萬$34.7 萬 | −$11.4 萬 | 0.3%0.4% | −0.08 |
| iShares Tr464288513 | 加碼– | 3,2293,183 | +46+1.4% | $26.2 萬$25.7 萬 | +$3,732.42 | 0.3%0.3% | −0.03 |
| DHRDanaher Corp | 新進歷史 | 1,3130 | +1,313 | $26.0 萬$0 | +$26.0 萬 | 0.3%0.0% | +0.25 |
| iShares Tips Bond ETF464287176 | 減碼– | 2,2112,452 | −241−9.8% | $24.6 萬$27.0 萬 | −$2.68 萬 | 0.2%0.3% | −0.06 |
| iShares Tr464288372 | 不變– | 3,9053,905 | 00.0% | $23.9 萬$23.1 萬 | $0 | 0.2%0.3% | −0.03 |
| REGNRegeneron Pharmaceuticals, Inc. | 減碼歷史 | 412490 | −78−15.9% | $23.2 萬$25.7 萬 | −$4.39 萬 | 0.2%0.3% | −0.06 |
| PMPhilip Morris International Inc. | 加碼歷史 | 1,4241,413 | +11+0.8% | $23.1 萬$25.7 萬 | +$1,784.41 | 0.2%0.3% | −0.06 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 加碼– | 1,9911,975 | +16+0.8% | $22.2 萬$21.6 萬 | +$1,784.03 | 0.2%0.2% | −0.03 |
| ZURAZura Bio Ltd | 減碼歷史 | 21,51863,985 | −42,467−66.4% | $9.32 萬$6.72 萬 | −$18.4 萬 | 0.1%0.1% | +0.01 |
| ANNXAnnexon, Inc. | 減碼歷史 | 27,02727,575 | −548−2.0% | $8.24 萬$6.62 萬 | −$1,671.39 | 0.1%0.1% | +0.01 |
| NKTXNkarta, Inc. | 加碼歷史 | 39,45227,979 | +11,473+41.0% | $8.17 萬$4.64 萬 | +$2.37 萬 | 0.1%0.1% | +0.03 |
| GERNGeron Corp | 加碼歷史 | 52,25835,181 | +17,077+48.5% | $7.16 萬$4.96 萬 | +$2.34 萬 | 0.1%0.1% | +0.01 |
| MREOMereo BioPharma Group plc | 加碼歷史 | 33,18019,138 | +14,042+73.4% | $6.84 萬$5.19 萬 | +$2.89 萬 | 0.1%0.1% | +0.01 |
| CTMXCytomX Therapeutics, Inc. | 減碼歷史 | 18,10927,698 | −9,589−34.6% | $5.78 萬$6.29 萬 | −$3.06 萬 | 0.1%0.1% | −0.01 |
| iShares MSCI India ETF46429B598 | 清倉– | 07,426 | −7,426−100.0% | $0$41.3 萬 | −$41.3 萬 | 0.0%0.5% | −0.46 |
| TMOThermo Fisher Scientific Inc. | 清倉歷史 | 0891 | −891−100.0% | $0$36.1 萬 | −$36.1 萬 | 0.0%0.4% | −0.40 |
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。