Forefront Analytics, LLC
- SEC CIK
- 0001696802
- 最新申報
- 2026/8/12
2025 年第 4 季到 2026 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
- 4 檔
- 估計 +$133.7 萬
- 加碼
- 21 檔
- 估計 +$1,219 萬
- 減碼
- 14 檔
- 估計 −$1,297 萬
- 清倉
- 8 檔
- 估計 −$480.6 萬
總值從 $1.13 億變成 $1.10 億（−$331.2 萬 (−2.9%)），持股從 43 檔變成 39 檔（−4）。
2026 年第 1 季全部持倉2025 年第 4 季全部持倉
股數、市值、佔組合 % 每一格上面是 2026 年第 1 季，下面灰字是 2025 年第 4 季。兩季之間拆股的股票，2025 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） |
|---|---|---|---|---|---|---|---|
| iShares Tr46435G516 | 加碼– | 254,427211,190 | +43,237+20.5% | $2,433 萬$2,008 萬 | +$413.4 萬 | 22.1%17.7% | +4.40 |
| iShares Inc46434G863 | 加碼– | 369,453363,728 | +5,725+1.6% | $1,680 萬$1,607 萬 | +$26.0 萬 | 15.3%14.2% | +1.09 |
| Vanguard Ftse Emerging Markets ETF922042858 | 減碼– | 180,162181,105 | −943−0.5% | $973.8 萬$973.6 萬 | −$5.10 萬 | 8.9%8.6% | +0.26 |
| iShares Core High Dividend ETF46429B663 | 減碼– | 68,08769,308 | −1,221−1.8% | $924.1 萬$842.9 萬 | −$16.6 萬 | 8.4%7.4% | +0.96 |
| Nushares ETF Tr67092P300 | 加碼– | 195,657141,379 | +54,278+38.4% | $890.2 萬$636.9 萬 | +$247.0 萬 | 8.1%5.6% | +2.47 |
| Flexshares Tr33939L688 | 加碼– | 44,23922,999 | +21,240+92.4% | $884.3 萬$472.1 萬 | +$424.6 萬 | 8.0%4.2% | +3.87 |
| DBX ETF Tr233051200 | 減碼– | 126,892127,851 | −959−0.8% | $626.8 萬$615.1 萬 | −$4.74 萬 | 5.7%5.4% | +0.27 |
| iShares MSCI USA Momentum Factor ETF46432F396 | 減碼– | 24,23450,646 | −26,412−52.2% | $581.6 萬$1,268 萬 | −$633.9 萬 | 5.3%11.2% | −5.90 |
| Vanguard Ftse Developed Markets ETF921943858 | 減碼– | 47,307123,208 | −75,901−61.6% | $303.1 萬$769.7 萬 | −$486.4 萬 | 2.8%6.8% | −4.04 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 4,4744,707 | −233−5.0% | $292.2 萬$322.4 萬 | −$15.2 萬 | 2.7%2.8% | −0.19 |
| NVDANVIDIA Corp | 加碼歷史 | 14,24113,976 | +265+1.9% | $248.4 萬$260.7 萬 | +$4.62 萬 | 2.3%2.3% | −0.04 |
| iShares Inc46434G509 | 減碼– | 58,54060,169 | −1,629−2.7% | $216.1 萬$209.1 萬 | −$6.01 萬 | 2.0%1.8% | +0.12 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 4,9843,353 | +1,631+48.6% | $146.6 萬$108.0 萬 | +$48.0 萬 | 1.3%1.0% | +0.38 |
| DEDeere & Co | 加碼歷史 | 1,1361,133 | +3+0.3% | $64.0 萬$52.8 萬 | +$1,690.56 | 0.6%0.5% | +0.12 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 1,9831,452 | +531+36.6% | $53.7 萬$47.9 萬 | +$14.4 萬 | 0.5%0.4% | +0.06 |
| EWEdwards Lifesciences Corp | 加碼歷史 | 6,5746,113 | +461+7.5% | $52.6 萬$52.1 萬 | +$3.69 萬 | 0.5%0.5% | +0.02 |
| ABTAbbott Laboratories | 加碼歷史 | 5,0433,756 | +1,287+34.3% | $51.8 萬$47.1 萬 | +$13.2 萬 | 0.5%0.4% | +0.06 |
| WisdomTree Tr97717W562 | 減碼– | 8,23217,760 | −9,528−53.6% | $47.8 萬$101.1 萬 | −$55.3 萬 | 0.4%0.9% | −0.46 |
| Schwab US Dividend Equity ETF808524797 | 新進– | 15,1190 | +15,119 | $46.4 萬$0 | +$46.4 萬 | 0.4%0.0% | +0.42 |
| MDTMedtronic plc | 加碼歷史 | 5,3194,280 | +1,039+24.3% | $46.1 萬$41.1 萬 | +$9.00 萬 | 0.4%0.4% | +0.06 |
| ProShares Tr74347R107 | 加碼– | 8,1648,146 | +18+0.2% | $42.4 萬$47.2 萬 | +$933.87 | 0.4%0.4% | −0.03 |
| INCYIncyte Corp | 減碼歷史 | 4,2335,198 | −965−18.6% | $39.8 萬$51.3 萬 | −$9.08 萬 | 0.4%0.5% | −0.09 |
| ProShares Tr74347R842 | 加碼– | 7,9907,977 | +13+0.2% | $37.3 萬$37.5 萬 | +$606.72 | 0.3%0.3% | +0.01 |
| PFEPfizer Inc | 減碼歷史 | 13,09019,104 | −6,014−31.5% | $36.8 萬$47.6 萬 | −$16.9 萬 | 0.3%0.4% | −0.09 |
| OTFBlue Owl Technology Finance Corp. | 新進歷史 | 29,6540 | +29,654 | $36.7 萬$0 | +$36.7 萬 | 0.3%0.0% | +0.33 |
| REGNRegeneron Pharmaceuticals, Inc. | 加碼歷史 | 460427 | +33+7.7% | $35.5 萬$32.9 萬 | +$2.55 萬 | 0.3%0.3% | +0.03 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 579586 | −7−1.2% | $28.5 萬$33.9 萬 | −$3,440.19 | 0.3%0.3% | −0.04 |
| LEGNLegend Biotech Corp | 新進歷史 | 15,6590 | +15,659 | $28.3 萬$0 | +$28.3 萬 | 0.3%0.0% | +0.26 |
| Vanguard Morningstar Value ETF922908744 | 減碼– | 1,3173,465 | −2,148−62.0% | $25.8 萬$66.2 萬 | −$42.2 萬 | 0.2%0.6% | −0.35 |
| DHRDanaher Corp | 加碼歷史 | 1,288915 | +373+40.8% | $24.4 萬$20.9 萬 | +$7.07 萬 | 0.2%0.2% | +0.04 |
| PMPhilip Morris International Inc. | 加碼歷史 | 1,4501,437 | +13+0.9% | $24.0 萬$23.0 萬 | +$2,148.71 | 0.2%0.2% | +0.01 |
| Dimensional ETF Trust25434V815 | 新進– | 6,3410 | +6,341 | $22.2 萬$0 | +$22.2 萬 | 0.2%0.0% | +0.20 |
| NKTXNkarta, Inc. | 加碼歷史 | 43,83540,702 | +3,133+7.7% | $9.25 萬$7.53 萬 | +$6,610.64 | 0.1%0.1% | +0.02 |
| ZURAZura Bio Ltd | 減碼歷史 | 14,90119,577 | −4,676−23.9% | $8.87 萬$10.3 萬 | −$2.78 萬 | 0.1%0.1% | −0.01 |
| GERNGeron Corp | 加碼歷史 | 55,12551,320 | +3,805+7.4% | $8.21 萬$6.77 萬 | +$5,669.43 | 0.1%0.1% | +0.01 |
| ANNXAnnexon, Inc. | 加碼歷史 | 14,24013,226 | +1,014+7.7% | $7.89 萬$6.64 萬 | +$5,617.59 | 0.1%0.1% | +0.01 |
| BCYCBicycle Therapeutics PLC | 加碼歷史 | 14,39413,371 | +1,023+7.7% | $6.68 萬$9.47 萬 | +$4,746.71 | 0.1%0.1% | −0.02 |
| CTMXCytomX Therapeutics, Inc. | 減碼歷史 | 12,47618,699 | −6,223−33.3% | $5.86 萬$7.97 萬 | −$2.92 萬 | 0.1%0.1% | −0.02 |
| MREOMereo BioPharma Group plc | 加碼歷史 | 127,77831,768 | +96,010+302.2% | $4.22 萬$1.32 萬 | +$3.17 萬 | <0.1%<0.1% | +0.03 |
| iShares Tr464289883 | 清倉– | 058,682 | −58,682−100.0% | $0$235.4 萬 | −$235.4 萬 | 0.0%2.1% | −2.08 |
| First Tr Exchange-Traded FD33738D101 | 清倉– | 018,435 | −18,435−100.0% | $0$69.8 萬 | −$69.8 萬 | 0.0%0.6% | −0.62 |
| iShares Tr464288661 | 清倉– | 04,740 | −4,740−100.0% | $0$56.6 萬 | −$56.6 萬 | 0.0%0.5% | −0.50 |
| iShares Tr464288513 | 清倉– | 03,290 | −3,290−100.0% | $0$26.5 萬 | −$26.5 萬 | 0.0%0.2% | −0.23 |
| iShares Tips Bond ETF464287176 | 清倉– | 02,228 | −2,228−100.0% | $0$24.5 萬 | −$24.5 萬 | 0.0%0.2% | −0.22 |
| iShares Tr464288372 | 清倉– | 03,968 | −3,968−100.0% | $0$24.4 萬 | −$24.4 萬 | 0.0%0.2% | −0.22 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | 清倉– | 02,021 | −2,021−100.0% | $0$22.3 萬 | −$22.3 萬 | 0.0%0.2% | −0.20 |
| MIRMMirum Pharmaceuticals, Inc. | 清倉歷史 | 02,663 | −2,663−100.0% | $0$21.0 萬 | −$21.0 萬 | 0.0%0.2% | −0.19 |
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。