Forefront Wealth Management Inc.
- SEC CIK
- 0001904828
- 最新申報
- 2026/1/23
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/7/28 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 46
- 較 2022 年第 1 季 −3
- 總值
- $7,423 萬
- 較 2022 年第 1 季 −$2,686 萬 (−26.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 22,360 | $576.2 萬 | 7.8% | −89−0.4% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 55,636 | $558.5 萬 | 7.5% | +7,929+16.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 39,226 | $537.1 萬 | 7.2% | −5,791−12.9% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,715 | $397.2 萬 | 5.4% | −29−0.4% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 36,778 | $393.7 萬 | 5.3% | −5,342−12.7% | 減碼依 20 比 1 拆股換算 | 歷史 |
| LMTLockheed Martin Corp | Stock | 7,896 | $338.5 萬 | 4.6% | +49+0.6% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 30,079 | $326.8 萬 | 4.4% | −161−0.5% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 5,280 | $313.4 萬 | 4.2% | +223+4.4% | 加碼 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 28,782 | $286.0 萬 | 3.9% | −1,998−6.5% | 減碼 | – |
| OLNOLIN Corp | Stock | 59,883 | $276.8 萬 | 3.7% | −499−0.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 15,710 | $240.5 萬 | 3.2% | +13,259+541.0% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 30,964 | $240.1 萬 | 3.2% | −193−0.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,073 | $234.6 萬 | 3.2% | −199−15.6% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 29,480 | $225.1 萬 | 3.0% | −522−1.7% | 減碼 | – |
| COSTCostco Wholesale Corp | Stock | 3,971 | $191.1 萬 | 2.6% | +3,541+823.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,494 | $186.1 萬 | 2.5% | +14,494 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 12,329 | $175.1 萬 | 2.4% | −4,363−26.1% | 減碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 30,381 | $166.7 萬 | 2.2% | −28,983−48.8% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 26,075 | $144.8 萬 | 2.0% | +26,075 | 新進 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 7,922 | $144.2 萬 | 1.9% | −64−0.8% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 14,280 | $135.3 萬 | 1.8% | −260−1.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,898 | $134.6 萬 | 1.8% | −3,991−44.9% | 減碼 | 歷史 |
| OMFOneMain Holdings, Inc. | COM | 33,145 | $124.2 萬 | 1.7% | −616−1.8% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 22,558 | $118.5 萬 | 1.6% | −330−1.4% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 3,125 | $102.3 萬 | 1.4% | −120−3.7% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 6,265 | $95.6 萬 | 1.3% | −271−4.1% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,162 | $93.1 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| NQPNuveen Pennsylvania Quality Municipal Income Fund | COM | 57,554 | $70.2 萬 | 0.9% | −3,601−5.9% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,879 | $67.9 萬 | 0.9% | −65−2.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,824 | $64.9 萬 | 0.9% | −69−1.4% | 減碼 | – |
| NIDNuveen Intermediate Duration Municipal Term Fund | COM | 45,656 | $59.4 萬 | 0.8% | −7,370−13.9% | 減碼 | 歷史 |
| SHELShell plc | ADR | 10,609 | $55.4 萬 | 0.7% | +50.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,880 | $46.6 萬 | 0.6% | +333+13.1% | 加碼 | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,344 | $31.1 萬 | 0.4% | +4,344 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 3,642 | $31.1 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 2,599 | $31.0 萬 | 0.4% | +2,599 | 新進 | – |
| PMLPIMCO Municipal Income Fund II | COM | 26,721 | $28.6 萬 | 0.4% | −20.0% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,298 | $25.9 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| MPABlackRock Muniyield Pennsylvania Quality Fund | COM | 18,480 | $23.4 萬 | 0.3% | −266−1.4% | 減碼 | 歷史 |
| ENVXEnovix Corp | COM | 25,378 | $22.6 萬 | 0.3% | +25,378 | 新進 | 歷史 |
| ETREntergy Corp | COM | 2,000 | $22.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BXBlackstone Inc. | COM | 2,471 | $22.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 2,939 | $21.0 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,837 | $20.9 萬 | 0.3% | +1,837 | 新進 | 歷史 |
| CMCSAComcast Corp | Stock | 5,160 | $20.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| YSGYatsen Holding Ltd | ADS | 12,000 | $1.90 萬 | <0.1% | +12,000 | 新進 | 歷史 |
2022 年第 1 季之後清倉（10 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| DHRDanaher Corp | Stock | 11,202 | $328.6 萬 | 3.3% | 歷史 |
| J P Morgan Exchange-Traded F46641Q738 | BETBULD MSCI | 30,275 | $322.1 萬 | 3.2% | – |
| iShares Tr46435G474 | FALN ANGLS USD | 115,978 | $322.0 萬 | 3.2% | – |
| Signature BK New York N Y82669G104 | COM | 8,644 | $253.7 萬 | 2.5% | – |
| AMATApplied Materials Inc | Stock | 15,481 | $204.0 萬 | 2.0% | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 40,012 | $201.1 萬 | 2.0% | – |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 12,820 | $86.7 萬 | 0.9% | – |
| UBERUber Technologies, Inc | Stock | 9,618 | $34.3 萬 | 0.3% | 歷史 |
| TSLATesla, Inc. | Stock | 251 | $27.0 萬 | 0.3% | 歷史 |
| GOOGAlphabet Inc. | Stock | 82 | $22.9 萬 | 0.2% | 歷史 |