Forefront Wealth Management Inc.
- SEC CIK
- 0001904828
- 最新申報
- 2026/1/23
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/17 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 62
- 較 2025 年第 1 季 +14
- 總值
- $1.25 億
- 較 2025 年第 1 季 +$1,666 萬 (+15.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 21,903 | $1,089 萬 | 8.7% | −117−0.5% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 172,080 | $978.3 萬 | 7.8% | +48,526+39.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 36,340 | $797.3 萬 | 6.4% | −47−0.1% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 117,618 | $639.8 萬 | 5.1% | +36,987+45.9% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 27,475 | $622.3 萬 | 5.0% | +609+2.3% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 27,464 | $563.5 萬 | 4.5% | −3,772−12.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,146 | $509.4 萬 | 4.1% | −197−3.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 23,848 | $420.3 萬 | 3.4% | −46−0.2% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 20,760 | $386.4 萬 | 3.1% | −40.0% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 42,349 | $345.7 萬 | 2.8% | −1,487−3.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,384 | $323.6 萬 | 2.6% | −3−0.1% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 64,685 | $299.6 萬 | 2.4% | +64,685 | 新進 | – |
| JPMJPMorgan Chase & Co | Stock | 9,759 | $282.9 萬 | 2.3% | −18−0.2% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 11,609 | $276.6 萬 | 2.2% | +74+0.6% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 7,030 | $272.9 萬 | 2.2% | +19+0.3% | 加碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 55,423 | $263.1 萬 | 2.1% | +1,088+2.0% | 加碼 | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 43,768 | $261.4 萬 | 2.1% | +1,895+4.5% | 加碼 | – |
| AUAngloGold Ashanti PLC | COM SHS | 56,545 | $257.7 萬 | 2.1% | +18,016+46.8% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 18,880 | $256.8 萬 | 2.1% | −80.0% | 減碼 | 歷史 |
| SHELShell plc | ADR | 36,073 | $254.0 萬 | 2.0% | −70.0% | 減碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 15,797 | $249.2 萬 | 2.0% | −396−2.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 157,967 | $245.5 萬 | 2.0% | +157,967 | 新進 | – |
| iShares Tr46435U374 | MSCI JP VALUE | 70,444 | $244.8 萬 | 2.0% | +2,710+4.0% | 加碼 | – |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 41,032 | $204.4 萬 | 1.6% | −52,836−56.3% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 6,806 | $198.9 萬 | 1.6% | +11+0.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,723 | $180.6 萬 | 1.4% | +141+5.5% | 加碼 | – |
| VGVenture Global, Inc. | COM CL A | 114,689 | $178.7 萬 | 1.4% | +23,600+25.9% | 加碼 | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 47,401 | $163.1 萬 | 1.3% | +47,401 | 新進 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 3,020 | $158.6 萬 | 1.3% | −101−3.2% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,741 | $147.9 萬 | 1.2% | +144+3.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,461 | $135.7 萬 | 1.1% | +2,461 | 新進 | – |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 23,248 | $115.8 萬 | 0.9% | −38,001−62.0% | 減碼 | – |
| AMGNAmgen Inc | Stock | 4,096 | $114.4 萬 | 0.9% | −30−0.7% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 7,207 | $84.4 萬 | 0.7% | +223+3.2% | 加碼 | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 24,714 | $80.8 萬 | 0.6% | +24,714 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,162 | $80.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 34,223 | $76.7 萬 | 0.6% | +2,450+7.7% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,552 | $71.9 萬 | 0.6% | −454−9.1% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 20,738 | $50.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 966 | $44.8 萬 | 0.4% | +3+0.3% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,733 | $40.2 萬 | 0.3% | +10.0% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,809 | $33.6 萬 | 0.3% | −19−1.0% | 減碼 | 歷史 |
| ETREntergy Corp | COM | 4,000 | $33.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 570 | $32.4 萬 | 0.3% | 00.0% | 不變 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 4,930 | $30.2 萬 | 0.2% | +4,930 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 2,013 | $30.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,504 | $27.1 萬 | 0.2% | +10+0.3% | 加碼 | – |
| AXONAxon Enterprise, Inc. | COM | 325 | $26.9 萬 | 0.2% | +325 | 新進 | 歷史 |
| SOSouthern Co | Stock | 2,874 | $26.4 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 1,520 | $24.4 萬 | 0.2% | +1,520 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 500 | $24.3 萬 | 0.2% | +5+1.0% | 加碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 2,173 | $23.9 萬 | 0.2% | −3−0.1% | 減碼 | 歷史 |
| VSTVistra Corp. | Stock | 1,206 | $23.4 萬 | 0.2% | +1,206 | 新進 | 歷史 |
| CWCurtiss Wright Corp | Stock | 471 | $23.0 萬 | 0.2% | +471 | 新進 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,660 | $22.6 萬 | 0.2% | +1,660 | 新進 | 歷史 |
| CEGConstellation Energy Corp | Stock | 679 | $21.9 萬 | 0.2% | −8,078−92.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,194 | $21.7 萬 | 0.2% | +1+0.1% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 734 | $21.6 萬 | 0.2% | +734 | 新進 | 歷史 |
| AFLAflac Inc | Stock | 1,962 | $20.7 萬 | 0.2% | +37+1.9% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,208 | $20.1 萬 | 0.2% | +2,208 | 新進 | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 10,165 | $10.9 萬 | 0.1% | +10,165 | 新進 | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 26,870 | $6.13 萬 | <0.1% | +26,870 | 新進 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。