Forefront Wealth Management Inc.
- SEC CIK
- 0001904828
- 最新申報
- 2026/1/23
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/7 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 40
- 較 2023 年第 1 季 −2
- 總值
- $7,566 萬
- 較 2023 年第 1 季 −$82.0 萬 (−1.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 21,782 | $741.8 萬 | 9.8% | −110−0.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 35,428 | $687.2 萬 | 9.1% | −1,656−4.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 36,152 | $471.3 萬 | 6.2% | −200−0.6% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 43,573 | $439.2 萬 | 5.8% | −26,195−37.5% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 8,054 | $387.1 萬 | 5.1% | +435+5.7% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 25,225 | $301.9 萬 | 4.0% | −245−1.0% | 減碼 | 歷史 |
| OLNOLIN Corp | Stock | 56,675 | $291.3 萬 | 3.8% | −2,183−3.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,255 | $275.1 萬 | 3.6% | −251−0.9% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 20,248 | $272.8 萬 | 3.6% | −1,090−5.1% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 41,881 | $258.5 萬 | 3.4% | −864−2.0% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,758 | $256.2 萬 | 3.4% | −36−0.8% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 3,101 | $222.8 萬 | 2.9% | −25−0.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 19,769 | $215.5 萬 | 2.8% | +10+0.1% | 加碼 | 歷史 |
| DVNDevon Energy Corp | Stock | 42,053 | $203.3 萬 | 2.7% | −483−1.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,390 | $202.1 萬 | 2.7% | −10−0.2% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 42,791 | $196.8 萬 | 2.6% | +42,791 | 新進 | – |
| BABAAlibaba Group Holding Ltd | ADR | 23,575 | $196.5 萬 | 2.6% | +23,575 | 新進 | 歷史 |
| DFSDiscover Financial Services | COM | 14,341 | $167.6 萬 | 2.2% | +29+0.2% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 11,989 | $158.1 萬 | 2.1% | −86−0.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 23,857 | $143.7 萬 | 1.9% | −174−0.7% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X200 | DJ GLBL DIVID | 64,407 | $138.1 萬 | 1.8% | −1,450−2.2% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,927 | $129.4 萬 | 1.7% | +11+0.4% | 加碼 | – |
| ENVXEnovix Corp | COM | 71,733 | $129.4 萬 | 1.7% | +8,100+12.7% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,262 | $118.4 萬 | 1.6% | 00.0% | 不變 | 歷史 |
| HUBGHub Group, Inc. | CL A | 14,553 | $116.9 萬 | 1.5% | −154−1.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,490 | $97.1 萬 | 1.3% | −7−0.1% | 減碼 | – |
| SMCISuper Micro Computer, Inc. | COM | 3,389 | $84.5 萬 | 1.1% | +3,389 | 新進 | 歷史 |
| NJRNew Jersey Resources Corp | Stock | 17,715 | $83.6 萬 | 1.1% | −203−1.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 20,738 | $76.1 萬 | 1.0% | −1,899−8.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,310 | $66.3 萬 | 0.9% | +299+14.9% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 2,702 | $66.1 萬 | 0.9% | −24−0.9% | 減碼 | – |
| ATOAtmos Energy Corp | COM | 5,676 | $66.0 萬 | 0.9% | −105−1.8% | 減碼 | 歷史 |
| SHELShell plc | ADR | 10,630 | $64.2 萬 | 0.8% | +50.0% | 加碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 7,995 | $56.2 萬 | 0.7% | −27−0.3% | 減碼 | – |
| XOMExxonMobil Holdings Corp | COM | 4,757 | $51.0 萬 | 0.7% | +842+21.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,304 | $33.5 萬 | 0.4% | +10.0% | 加碼 | 歷史 |
| PENGPenguin Solutions, Inc. | SHS | 11,395 | $33.1 萬 | 0.4% | +11,395 | 新進 | 歷史 |
| ETREntergy Corp | COM | 2,638 | $25.7 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 5,160 | $21.4 萬 | 0.3% | +5,160 | 新進 | 歷史 |
| SOSouthern Co | Stock | 2,951 | $20.7 萬 | 0.3% | +3+0.1% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（7 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 38,410 | $233.3 萬 | 3.1% | 歷史 |
| WCCWesco International Inc | COM | 8,140 | $125.8 萬 | 1.6% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 20,760 | $108.7 萬 | 1.4% | 歷史 |
| GMGeneral Motors Co | COM | 18,483 | $67.8 萬 | 0.9% | 歷史 |
| SSTKShutterstock, Inc. | COM | 4,368 | $31.7 萬 | 0.4% | 歷史 |
| BXBlackstone Inc. | COM | 3,013 | $26.5 萬 | 0.3% | 歷史 |
| UBERUber Technologies, Inc | Stock | 6,384 | $20.2 萬 | 0.3% | 歷史 |