Forefront Wealth Management Inc.
- SEC CIK
- 0001904828
- 最新申報
- 2026/1/23
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/9 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。
- 持股檔數
- 49
- 較 2021 年第 4 季 −6
- 總值
- $1.01 億
- 較 2021 年第 4 季 −$365.6 萬 (−3.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 45,017 | $786.0 萬 | 7.8% | +508+1.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 22,449 | $692.1 萬 | 6.8% | +928+4.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,106 | $686.5 萬 | 6.8% | −69−3.2% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 47,707 | $509.9 萬 | 5.0% | +47,707 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 7,744 | $394.9 萬 | 3.9% | +74+1.0% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 30,240 | $357.9 萬 | 3.5% | +151+0.5% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 16,692 | $354.2 萬 | 3.5% | −586−3.4% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,272 | $353.8 萬 | 3.5% | +20+1.6% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 5,057 | $353.2 萬 | 3.5% | −24−0.5% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 59,364 | $351.0 萬 | 3.5% | +59,364 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,847 | $346.4 萬 | 3.4% | +6,942+767.1% | 加碼 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 30,780 | $329.5 萬 | 3.3% | −3,345−9.8% | 減碼 | – |
| DHRDanaher Corp | Stock | 11,202 | $328.6 萬 | 3.3% | +102+0.9% | 加碼 | 歷史 |
| J P Morgan Exchange-Traded F46641Q738 | BETBULD MSCI | 30,275 | $322.1 萬 | 3.2% | −457−1.5% | 減碼 | – |
| iShares Tr46435G474 | FALN ANGLS USD | 115,978 | $322.0 萬 | 3.2% | −22,346−16.2% | 減碼 | – |
| OLNOLIN Corp | Stock | 60,382 | $315.7 萬 | 3.1% | +60,382 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 8,889 | $266.1 萬 | 2.6% | +8,889 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 31,157 | $263.9 萬 | 2.6% | −200−0.6% | 減碼 | 歷史 |
| Signature BK New York N Y82669G104 | COM | 8,644 | $253.7 萬 | 2.5% | +724+9.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 30,002 | $234.3 萬 | 2.3% | +420+1.4% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 15,481 | $204.0 萬 | 2.0% | +553+3.7% | 加碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 40,012 | $201.1 萬 | 2.0% | +288+0.7% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 6,536 | $178.4 萬 | 1.8% | −10,060−60.6% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,986 | $171.3 萬 | 1.7% | +7,986 | 新進 | 歷史 |
| DFSDiscover Financial Services | COM | 14,540 | $160.2 萬 | 1.6% | −13,692−48.5% | 減碼 | 歷史 |
| OMFOneMain Holdings, Inc. | COM | 33,761 | $160.1 萬 | 1.6% | −21,850−39.3% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 3,245 | $135.2 萬 | 1.3% | +2+0.1% | 加碼 | – |
| PFEPfizer Inc | Stock | 22,888 | $118.5 萬 | 1.2% | +761+3.4% | 加碼 | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 12,820 | $86.7 萬 | 0.9% | −5,010−28.1% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,162 | $83.4 萬 | 0.8% | −590−5.5% | 減碼 | 歷史 |
| NQPNuveen Pennsylvania Quality Municipal Income Fund | COM | 61,155 | $82.6 萬 | 0.8% | +8,819+16.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,893 | $77.2 萬 | 0.8% | +4,893 | 新進 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,944 | $74.9 萬 | 0.7% | +4+0.1% | 加碼 | – |
| NIDNuveen Intermediate Duration Municipal Term Fund | COM | 53,026 | $73.4 萬 | 0.7% | −73−0.1% | 減碼 | 歷史 |
| SHELShell plc | ADR | 10,604 | $58.2 萬 | 0.6% | +10,604 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,547 | $56.6 萬 | 0.6% | +171+7.2% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,451 | $39.7 萬 | 0.4% | +450+22.5% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 9,618 | $34.3 萬 | 0.3% | +4,085+73.8% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 2,471 | $31.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,297 | $31.3 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| PMLPIMCO Municipal Income Fund II | COM | 26,723 | $30.7 萬 | 0.3% | +3,215+13.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,641 | $30.1 萬 | 0.3% | −12−0.3% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 251 | $27.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 430 | $24.8 萬 | 0.2% | +430 | 新進 | 歷史 |
| MPABlackRock Muniyield Pennsylvania Quality Fund | COM | 18,746 | $24.5 萬 | 0.2% | +31+0.2% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 5,160 | $24.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETREntergy Corp | COM | 2,000 | $23.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 82 | $22.9 萬 | 0.2% | +82 | 新進 | 歷史 |
| SOSouthern Co | Stock | 2,936 | $21.3 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
2021 年第 4 季之後清倉（15 檔）
2021 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 4 季股數 | 2021 年第 4 季市值 | 2021 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 5,417 | $307.2 萬 | 2.9% | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 38,155 | $210.5 萬 | 2.0% | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 28,037 | $203.2 萬 | 1.9% | – |
| BBWIBath & Body Works, Inc. | COM | 26,117 | $182.3 萬 | 1.7% | 歷史 |
| CECelanese Corp | Stock | 9,408 | $158.1 萬 | 1.5% | 歷史 |
| BPBP PLC | ADR | 49,641 | $132.2 萬 | 1.3% | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 3,797 | $99.0 萬 | 0.9% | – |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 10,599 | $46.0 萬 | 0.4% | – |
| MRNAModerna, Inc. | Stock | 1,000 | $25.4 萬 | 0.2% | 歷史 |
| CVXChevron Corp | Stock | 2,113 | $24.8 萬 | 0.2% | 歷史 |
| JNJJohnson & Johnson | Stock | 1,372 | $23.5 萬 | 0.2% | 歷史 |
| NXHNeighborhood Intelligence, Inc. | COM | 3,809 | $22.5 萬 | 0.2% | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 3,807 | $20.9 萬 | 0.2% | – |
| VZVerizon Communications Inc | Stock | 3,891 | $20.2 萬 | 0.2% | 歷史 |
| SWNSouthwestern Energy Co | COM | 34,258 | $16.0 萬 | 0.2% | 歷史 |