Forefront Wealth Management Inc.
- SEC CIK
- 0001904828
- 最新申報
- 2026/1/23
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/11/1 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 44
- 較 2022 年第 2 季 −2
- 總值
- $7,180 萬
- 較 2022 年第 2 季 −$243.7 萬 (−3.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 39,169 | $541.3 萬 | 7.5% | −57−0.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 21,786 | $507.4 萬 | 7.1% | −574−2.6% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 55,105 | $503.1 萬 | 7.0% | −531−1.0% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 36,491 | $412.3 萬 | 5.7% | −287−0.8% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,580 | $382.8 萬 | 5.3% | −135−1.7% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 5,168 | $356.0 萬 | 5.0% | −112−2.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 21,556 | $289.3 萬 | 4.0% | +5,846+37.2% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 50,610 | $283.5 萬 | 3.9% | +50,610 | 新進 | 歷史 |
| DVNDevon Energy Corp | Stock | 45,258 | $272.1 萬 | 3.8% | +14,877+49.0% | 加碼 | 歷史 |
| OLNOLIN Corp | Stock | 59,824 | $256.5 萬 | 3.6% | −59−0.1% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 31,293 | $245.4 萬 | 3.4% | +329+1.1% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 42,513 | $217.8 萬 | 3.0% | +16,438+63.0% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 27,931 | $207.5 萬 | 2.9% | −1,549−5.3% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 21,411 | $204.8 萬 | 2.9% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| ABTAbbott Laboratories | Stock | 20,048 | $194.0 萬 | 2.7% | −10,031−33.3% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,899 | $184.1 萬 | 2.6% | −72−1.8% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 12,188 | $180.9 萬 | 2.5% | −141−1.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,375 | $169.0 萬 | 2.4% | −3,521−44.6% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 14,677 | $165.8 萬 | 2.3% | +183+1.3% | 加碼 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 12,079 | $159.7 萬 | 2.2% | +12,079 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,921 | $135.8 萬 | 1.9% | +23+0.5% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 14,301 | $130.0 萬 | 1.8% | +21+0.1% | 加碼 | 歷史 |
| ENVXEnovix Corp | COM | 68,023 | $124.7 萬 | 1.7% | +42,645+168.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 22,568 | $98.8 萬 | 1.4% | +100.0% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,961 | $91.0 萬 | 1.3% | −164−5.2% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,262 | $88.4 萬 | 1.2% | +100+1.0% | 加碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 11,505 | $83.2 萬 | 1.2% | +11,505 | 新進 | 歷史 |
| ATOAtmos Energy Corp | COM | 7,263 | $74.0 萬 | 1.0% | +7,263 | 新進 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 17,797 | $68.9 萬 | 1.0% | +17,797 | 新進 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,734 | $61.1 萬 | 0.9% | −145−5.0% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,708 | $59.9 萬 | 0.8% | −116−2.4% | 減碼 | – |
| NQPNuveen Pennsylvania Quality Municipal Income Fund | COM | 50,549 | $55.5 萬 | 0.8% | −7,005−12.2% | 減碼 | 歷史 |
| SHELShell plc | ADR | 10,614 | $52.8 萬 | 0.7% | +50.0% | 加碼 | 歷史 |
| NIDNuveen Intermediate Duration Municipal Term Fund | COM | 42,643 | $52.7 萬 | 0.7% | −3,013−6.6% | 減碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 8,040 | $51.8 萬 | 0.7% | +8,040 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 3,743 | $32.7 萬 | 0.5% | +101+2.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,027 | $27.5 萬 | 0.4% | −853−29.6% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 2,592 | $26.1 萬 | 0.4% | +592+29.6% | 加碼 | 歷史 |
| PMLPIMCO Municipal Income Fund II | COM | 25,742 | $24.5 萬 | 0.3% | −979−3.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,300 | $24.0 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| MPABlackRock Muniyield Pennsylvania Quality Fund | COM | 18,032 | $21.4 萬 | 0.3% | −448−2.4% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 7,864 | $20.8 萬 | 0.3% | +7,864 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 2,471 | $20.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 2,941 | $20.0 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
2022 年第 2 季之後清倉（9 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Energy ETF92204A306 | ETF | 28,782 | $286.0 萬 | 3.9% | – |
| UPSUnited Parcel Service Inc | Stock | 7,922 | $144.2 萬 | 1.9% | 歷史 |
| OMFOneMain Holdings, Inc. | COM | 33,145 | $124.2 萬 | 1.7% | 歷史 |
| NVDANVIDIA Corp | Stock | 6,265 | $95.6 萬 | 1.3% | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,344 | $31.1 萬 | 0.4% | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 2,599 | $31.0 萬 | 0.4% | – |
| BABAAlibaba Group Holding Ltd | ADR | 1,837 | $20.9 萬 | 0.3% | 歷史 |
| CMCSAComcast Corp | Stock | 5,160 | $20.3 萬 | 0.3% | 歷史 |
| YSGYatsen Holding Ltd | ADS | 12,000 | $1.90 萬 | <0.1% | 歷史 |