FOREFRONT WEALTH MANAGEMENT INC.
- SEC CIK
- 0001904828
2025 年第 4 季 持倉
持倉截至 2025/12/31，申報日 2026/1/23。SEC
- 持股檔數
- 71
- 較 2025 年第 3 季 +2
- 總值
- $1.39 億
- 較 2025 年第 3 季 +$302.43 萬 (+2.2%)
持股
只含多頭部位。變化是跟 2025 年第 3 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F46641Q332 | EQUITY PREMIUM | 182,906 | $1,046.96 萬 | 7.51% | +12,100+7.1% | 加碼 | – |
| MSFTMICROSOFT CORP COM | Stock | 21,200 | $1,025.29 萬 | 7.36% | −231−1.1% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 35,734 | $824.81 萬 | 5.92% | +277+0.8% | 加碼 | 查看 |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 24,945 | $758.04 萬 | 5.44% | −1,176−4.5% | 減碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 26,215 | $712.67 萬 | 5.11% | −358−1.3% | 減碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 22,112 | $692.1 萬 | 4.97% | −636−2.8% | 減碼 | 查看 |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q203 | ETF | 118,017 | $685.91 萬 | 4.92% | +977+0.8% | 加碼 | – |
| AUANGLOGOLD ASHANTI PLC | COM SHS | 54,572 | $465.39 萬 | 3.34% | −1,320−2.4% | 減碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 4,727 | $407.59 萬 | 2.92% | −64−1.3% | 減碼 | 查看 |
| HWMHOWMET AEROSPACE INC COM | Stock | 19,337 | $396.46 萬 | 2.84% | −691−3.5% | 減碼 | 查看 |
| CATCATERPILLAR INC COM | Stock | 6,751 | $386.74 萬 | 2.77% | −100−1.5% | 減碼 | 查看 |
| J P MORGAN EXCHANGE TRADED F46641Q159 | INCOME ETF | 73,147 | $338.6 萬 | 2.43% | +2,779+3.9% | 加碼 | – |
| SIVRABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 48,510 | $328.12 萬 | 2.35% | +565+1.2% | 加碼 | 查看 |
| JPMJPMORGAN CHASE & CO COM | Stock | 9,598 | $309.27 萬 | 2.22% | −55−0.6% | 減碼 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 4,545 | $300.01 萬 | 2.15% | +165+3.8% | 加碼 | 查看 |
| FIRST TR EXCHANGE-TRADED FD33735T109 | COMMON SHS | 155,060 | $271.35 萬 | 1.95% | −1,811−1.2% | 減碼 | – |
| ISHARES TR46435U374 | MSCI JP VALUE | 68,138 | $270.66 萬 | 1.94% | +51+0.1% | 加碼 | – |
| SPDR INDEX SHS FDS78463X202 | ST STR EU 50 ETF | 41,821 | $269.29 萬 | 1.93% | −290−0.7% | 減碼 | – |
| LDOSLEIDOS HOLDINGS INC | COM | 14,896 | $268.73 萬 | 1.93% | −207−1.4% | 減碼 | 查看 |
| SHELSHELL PLC SPON ADS | ADR | 34,812 | $255.8 萬 | 1.84% | −753−2.1% | 減碼 | 查看 |
| WISDOMTREE TR97717W422 | INDIA ERNGS FD | 54,126 | $250.55 萬 | 1.80% | −487−0.9% | 減碼 | – |
| ABTABBOTT LABORATORIES COM | Stock | 18,828 | $235.9 萬 | 1.69% | −47−0.2% | 減碼 | 查看 |
| GOLDMAN SACHS ETF TR38149W622 | S&P 500 PREMIUM | 42,172 | $222.67 萬 | 1.60% | +469+1.1% | 加碼 | – |
| REGNREGENERON PHARMACEUTICALS | COM | 2,849 | $219.94 萬 | 1.58% | −36−1.2% | 減碼 | 查看 |
| VANGUARD INFORMATION TECHNOLOGY ETF92204A702 | ETF | 2,833 | $213.53 萬 | 1.53% | +109+4.0% | 加碼 | – |
| OKEONEOK INC NEW | COM | 28,631 | $210.44 萬 | 1.51% | −12,229−29.9% | 減碼 | 查看 |
| MCDMCDONALDS CORP COM | Stock | 6,492 | $198.4 萬 | 1.42% | −121−1.8% | 減碼 | 查看 |
| TMUST-MOBILE US INC COM | Stock | 8,415 | $170.86 萬 | 1.23% | −2,900−25.6% | 減碼 | 查看 |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 2,392 | $146.96 萬 | 1.05% | −342−12.5% | 減碼 | – |
| HOODROBINHOOD MKTS INC COM CL A | Stock | 11,726 | $132.62 萬 | 0.95% | −31−0.3% | 減碼 | 查看 |
| UNHUNITEDHEALTH GROUP INC COM | Stock | 3,950 | $130.39 萬 | 0.94% | −58−1.4% | 減碼 | 查看 |
| NVONOVO-NORDISK A S ADR | ADR | 25,451 | $129.49 萬 | 0.93% | +25,451 | 新進 | 查看 |
| AMGNAMGEN INC COM | Stock | 3,869 | $126.63 萬 | 0.91% | −83−2.1% | 減碼 | 查看 |
| GOLDMAN SACHS ETF TR38149W630 | NASDA 100 ETF | 23,769 | $125.67 萬 | 0.90% | +660+2.9% | 加碼 | – |
| AAAUGOLDMAN SACHS PHYSICAL GOLD | UNIT | 29,401 | $125.1 萬 | 0.90% | +2,534+9.4% | 加碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 10,072 | $106.02 萬 | 0.76% | −90−0.9% | 減碼 | 查看 |
| ISHARES CORE HIGH DIVIDEND ETF46429B663 | ETF | 8,013 | $97.45 萬 | 0.70% | +709+9.7% | 加碼 | – |
| UBERUBER TECHNOLOGIES INC COM | Stock | 11,607 | $94.84 萬 | 0.68% | −49−0.4% | 減碼 | 查看 |
| VGVENTURE GLOBAL INC | COM CL A | 96,779 | $66 萬 | 0.47% | −21,620−18.3% | 減碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 3,290 | $61.36 萬 | 0.44% | −1,157−26.0% | 減碼 | 查看 |
| SPYSTATE STREET SPDR S&P 500 ETF | ETF | 848 | $57.83 萬 | 0.41% | +848 | 新進 | 查看 |
| PFEPFIZER INC COM | Stock | 20,738 | $51.64 萬 | 0.37% | 00.0% | 不變 | 查看 |
| LMTLOCKHEED MARTIN CORP COM | Stock | 952 | $46.06 萬 | 0.33% | −15−1.6% | 減碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 3,737 | $44.97 萬 | 0.32% | +2+0.1% | 加碼 | 查看 |
| ABBVABBVIE INC COM | Stock | 1,809 | $41.34 萬 | 0.30% | 00.0% | 不變 | 查看 |
| VANGUARD INTERMEDIATE-TERM BOND ETF921937819 | ETF | 5,299 | $41.27 萬 | 0.30% | +1,761+49.8% | 加碼 | – |
| ETRENTERGY CORP NEW | COM | 4,000 | $36.97 萬 | 0.27% | 00.0% | 不變 | 查看 |
| VANGUARD S&P 500 ETF922908363 | ETF | 570 | $35.75 萬 | 0.26% | 00.0% | 不變 | – |
| BXBLACKSTONE INC | COM | 2,013 | $31.03 萬 | 0.22% | 00.0% | 不變 | 查看 |
| SPAISAFE PRO GROUP INC | COM | 67,900 | $28.25 萬 | 0.20% | +37,400+122.6% | 加碼 | 查看 |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y886 | ETF | 6,247 | $26.67 萬 | 0.19% | +6,247 | 新進 | – |
| PLTRPALANTIR TECHNOLOGIES INC CL A | Stock | 1,494 | $26.56 萬 | 0.19% | −168−10.1% | 減碼 | 查看 |
| DTMDT MIDSTREAM INC | COMMON STOCK | 2,169 | $25.96 萬 | 0.19% | +41+1.9% | 加碼 | 查看 |
| CWCURTISS WRIGHT CORP COM | Stock | 464 | $25.58 萬 | 0.18% | −10−2.1% | 減碼 | 查看 |
| BNYBANK OF NY MELLON CORP COM | Stock | 2,195 | $25.48 萬 | 0.18% | −33−1.5% | 減碼 | 查看 |
| SOSOUTHERN CO COM | Stock | 2,880 | $25.11 萬 | 0.18% | +3+0.1% | 加碼 | 查看 |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 279 | $24.52 萬 | 0.18% | −3−1.1% | 減碼 | 查看 |
| APHAMPHENOL CORP NEW | CL A | 1,813 | $24.5 萬 | 0.18% | −10−0.5% | 減碼 | 查看 |
| CEGCONSTELLATION ENERGY CORP COM | Stock | 677 | $23.93 萬 | 0.17% | −25−3.6% | 減碼 | 查看 |
| NRGNRG ENERGY INC COM NEW | Stock | 1,487 | $23.68 萬 | 0.17% | −45−2.9% | 減碼 | 查看 |
| TTDTHE TRADE DESK INC COM CL A | Stock | 6,092 | $23.13 萬 | 0.17% | +6,092 | 新進 | 查看 |
| INVESCO EXCHANGE TRADED FD T46137V357 | S&P500 EQL WGT | 1,196 | $22.9 萬 | 0.16% | +1+0.1% | 加碼 | – |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 724 | $21.45 萬 | 0.15% | −12−1.6% | 減碼 | 查看 |
| NEMNEWMONT CORP COM | Stock | 2,135 | $21.32 萬 | 0.15% | +2,135 | 新進 | 查看 |
| ROIVROIVANT SCIENCES LTD | SHS | 9,622 | $20.88 萬 | 0.15% | +9,622 | 新進 | 查看 |
| WFCWELLS FARGO & CO COM | Stock | 2,199 | $20.5 萬 | 0.15% | +2,199 | 新進 | 查看 |
| CAHCARDINAL HEALTH INC COM | Stock | 995 | $20.45 萬 | 0.15% | +995 | 新進 | 查看 |
| GHGUARDANT HEALTH INC | COM | 2,000 | $20.43 萬 | 0.15% | +2,000 | 新進 | 查看 |
| UAMYUNITED STATES ANTIMONY CORP | COM | 23,624 | $11.86 萬 | 0.09% | +23,624 | 新進 | 查看 |
| AUTLAUTOLUS THERAPEUTICS LTD | SPON ADS | 26,870 | $5.35 萬 | 0.04% | 00.0% | 不變 | 查看 |
| RZLVREZOLVE AI PLC | ORD SHS | 13,750 | $3.53 萬 | 0.03% | −59,450−81.2% | 減碼 | 查看 |
2025 年第 3 季 之後清倉（8 檔）
2025 年第 3 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季 股數 | 2025 年第 3 季 市值 | 2025 年第 3 季 佔組合 % |
|---|---|---|---|---|
| ETHAISHARES ETHEREUM TR | SHS | 19,648 | $61.91 萬 | 0.45% |
| IBITISHARES BITCOIN TRUST ETF | ETF | 8,480 | $55.12 萬 | 0.40% |
| RCATRED CAT HLDGS INC COM | Stock | 29,000 | $30.02 萬 | 0.22% |
| VSTVISTRA CORP COM | Stock | 1,278 | $25.04 萬 | 0.18% |
| AXONAXON ENTERPRISE INC | COM | 318 | $22.82 萬 | 0.17% |
| DISDISNEY WALT CO COM | Stock | 1,830 | $20.96 萬 | 0.15% |
| MSIMOTOROLA SOLUTIONS INC COM NEW | Stock | 450 | $20.58 萬 | 0.15% |
| SOUNSOUNDHOUND AI INC | CLASS A COM | 10,165 | $16.35 萬 | 0.12% |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2025 年第 4 季 | 2026/1/23 | 71 | $1.39 億 | 與 2025 年第 3 季 比較 | SEC |
| 2025 年第 3 季 | 2025/10/28 | 69 | $1.36 億 | 與 2025 年第 2 季 比較 | SEC |
| 2025 年第 2 季 | 2025/7/17 | 62 | $1.25 億 | 與 2025 年第 1 季 比較 | SEC |
| 2025 年第 1 季 | 2025/4/17 | 48 | $1.08 億 | 與 2024 年第 4 季 比較 | SEC |
| 2024 年第 4 季 | 2025/2/11 | 49 | $1.09 億 | – | SEC |
| 2023 年第 3 季 | 2023/11/6 | 39 | $7,129.44 萬 | 與 2023 年第 2 季 比較 | SEC |
| 2023 年第 2 季 | 2023/8/7 | 40 | $7,566.36 萬 | 與 2023 年第 1 季 比較 | SEC |
| 2023 年第 1 季 | 2023/5/9 | 42 | $7,648.33 萬 | 與 2022 年第 4 季 比較 | SEC |
| 2022 年第 4 季 | 2023/2/14 | 42 | $7,423.62 萬 | 與 2022 年第 3 季 比較 | SEC |
| 2022 年第 3 季 | 2022/11/1 | 44 | $7,179.6 萬 | 與 2022 年第 2 季 比較 | SEC |
| 2022 年第 2 季 | 2022/7/28 | 46 | $7,423.3 萬 | 與 2022 年第 1 季 比較 | SEC |
| 2022 年第 1 季 | 2022/5/9 | 49 | $1.01 億 | 與 2021 年第 4 季 比較 | SEC |
| 2021 年第 4 季 | 2022/2/4 | 55 | $1.05 億 | – | SEC |