Forefront Wealth Management Inc.
- SEC CIK
- 0001904828
- 最新申報
- 2026/1/23
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/9 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 42
- 較 2022 年第 4 季 0
- 總值
- $7,648 萬
- 較 2022 年第 4 季 +$224.7 萬 (+3.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core High Dividend ETF46429B663 | ETF | 69,768 | $709.3 萬 | 9.3% | −1,408−2.0% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 21,892 | $631.1 萬 | 8.3% | +50.0% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 37,084 | $611.5 萬 | 8.0% | −1,749−4.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 36,352 | $375.5 萬 | 4.9% | +228+0.6% | 加碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 7,619 | $360.1 萬 | 4.7% | +24+0.3% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 21,338 | $340.1 萬 | 4.4% | +49+0.2% | 加碼 | 歷史 |
| OLNOLIN Corp | Stock | 58,858 | $326.7 萬 | 4.3% | −621−1.0% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 42,745 | $271.6 萬 | 3.6% | +71+0.2% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 25,470 | $264.2 萬 | 3.5% | +3,678+16.9% | 加碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 3,126 | $256.9 萬 | 3.4% | −2,003−39.1% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,506 | $255.9 萬 | 3.3% | +27,506 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,794 | $238.2 萬 | 3.1% | −3−0.1% | 減碼 | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 38,410 | $233.3 萬 | 3.1% | +30,915+412.5% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 42,536 | $215.3 萬 | 2.8% | −3,084−6.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,400 | $208.0 萬 | 2.7% | +10+0.2% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 19,759 | $200.1 萬 | 2.6% | −24−0.1% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 12,075 | $200.0 萬 | 2.6% | −11−0.1% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 24,031 | $149.1 萬 | 1.9% | −27,203−53.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 65,857 | $145.6 萬 | 1.9% | +65,857 | 新進 | – |
| DFSDiscover Financial Services | COM | 14,312 | $141.5 萬 | 1.8% | +29+0.2% | 加碼 | 歷史 |
| WCCWesco International Inc | COM | 8,140 | $125.8 萬 | 1.6% | +8,140 | 新進 | 歷史 |
| HUBGHub Group, Inc. | CL A | 14,707 | $123.5 萬 | 1.6% | +14,707 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,916 | $112.4 萬 | 1.5% | −38−1.3% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,262 | $109.2 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 20,760 | $108.7 萬 | 1.4% | +20,760 | 新進 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 17,918 | $95.3 萬 | 1.2% | +63+0.4% | 加碼 | 歷史 |
| ENVXEnovix Corp | COM | 63,633 | $94.9 萬 | 1.2% | −100−0.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,497 | $94.0 萬 | 1.2% | +314+5.1% | 加碼 | – |
| PFEPfizer Inc | Stock | 22,637 | $92.4 萬 | 1.2% | +61+0.3% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 18,483 | $67.8 萬 | 0.9% | +177+1.0% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,726 | $65.0 萬 | 0.8% | −30−1.1% | 減碼 | – |
| ATOAtmos Energy Corp | COM | 5,781 | $65.0 萬 | 0.8% | −130−2.2% | 減碼 | 歷史 |
| SHELShell plc | ADR | 10,625 | $61.1 萬 | 0.8% | +6+0.1% | 加碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 8,022 | $56.8 萬 | 0.7% | −45−0.6% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 3,915 | $42.9 萬 | 0.6% | +2+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,011 | $42.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| SSTKShutterstock, Inc. | COM | 4,368 | $31.7 萬 | 0.4% | +4,368 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,303 | $30.0 萬 | 0.4% | +2+0.1% | 加碼 | 歷史 |
| ETREntergy Corp | COM | 2,635 | $28.4 萬 | 0.4% | +30+1.2% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 3,013 | $26.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SOSouthern Co | Stock | 2,948 | $20.5 萬 | 0.3% | +4+0.1% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 6,384 | $20.2 萬 | 0.3% | +6,384 | 新進 | 歷史 |
2022 年第 4 季之後清倉（7 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| NEENextera Energy Inc | Stock | 31,413 | $262.6 萬 | 3.5% | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 13,832 | $184.9 萬 | 2.5% | 歷史 |
| HDHome Depot, Inc. | Stock | 3,830 | $121.0 萬 | 1.6% | 歷史 |
| QCOMQualcomm Inc | Stock | 9,799 | $107.8 萬 | 1.5% | 歷史 |
| NIDNuveen Intermediate Duration Municipal Term Fund | COM | 39,663 | $52.0 萬 | 0.7% | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 661 | $25.3 萬 | 0.3% | 歷史 |
| ZYMEZymeworks Inc. | COM | 13,400 | $12.8 萬 | 0.2% | 歷史 |