Forefront Wealth Management Inc.
- SEC CIK
- 0001904828
- 最新申報
- 2026/1/23
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/28 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 69
- 較 2025 年第 2 季 +7
- 總值
- $1.36 億
- 較 2025 年第 2 季 +$1,162 萬 (+9.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 21,431 | $1,110 萬 | 8.1% | −472−2.2% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 170,806 | $975.3 萬 | 7.2% | −1,274−0.7% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 35,457 | $778.5 萬 | 5.7% | −883−2.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 26,121 | $729.5 萬 | 5.4% | −1,354−4.9% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 26,573 | $676.6 萬 | 5.0% | −891−3.2% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 117,040 | $673.2 萬 | 4.9% | −578−0.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 22,748 | $553.0 萬 | 4.1% | −1,100−4.6% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,791 | $443.4 萬 | 3.3% | −355−6.9% | 減碼 | 歷史 |
| AUAngloGold Ashanti PLC | COM SHS | 55,892 | $393.1 萬 | 2.9% | −653−1.2% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 20,028 | $393.0 萬 | 2.9% | −732−3.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,851 | $326.9 萬 | 2.4% | −179−2.5% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 70,368 | $326.6 萬 | 2.4% | +5,683+8.8% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,380 | $321.6 萬 | 2.4% | −4−0.1% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,653 | $304.5 萬 | 2.2% | −106−1.1% | 減碼 | 歷史 |
| OKEONEOK Inc | COM | 40,860 | $298.2 萬 | 2.2% | −1,489−3.5% | 減碼 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 15,103 | $285.4 萬 | 2.1% | −694−4.4% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 11,315 | $270.9 萬 | 2.0% | −294−2.5% | 減碼 | 歷史 |
| iShares Tr46435U374 | MSCI JP VALUE | 68,087 | $265.9 萬 | 2.0% | −2,357−3.3% | 減碼 | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 42,111 | $261.6 萬 | 1.9% | −1,657−3.8% | 減碼 | – |
| SHELShell plc | ADR | 35,565 | $254.4 萬 | 1.9% | −508−1.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 156,871 | $253.3 萬 | 1.9% | −1,096−0.7% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 18,875 | $252.8 萬 | 1.9% | −50.0% | 減碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 54,613 | $241.4 萬 | 1.8% | −810−1.5% | 減碼 | – |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 41,703 | $217.8 萬 | 1.6% | +671+1.6% | 加碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 47,945 | $213.3 萬 | 1.6% | +544+1.1% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,724 | $203.4 萬 | 1.5% | +10.0% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 6,613 | $201.0 萬 | 1.5% | −193−2.8% | 減碼 | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 11,757 | $168.3 萬 | 1.2% | +11,757 | 新進 | 歷史 |
| VGVenture Global, Inc. | COM CL A | 118,399 | $168.0 萬 | 1.2% | +3,710+3.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,734 | $164.1 萬 | 1.2% | +273+11.1% | 加碼 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,885 | $162.2 萬 | 1.2% | −135−4.5% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,008 | $138.4 萬 | 1.0% | −733−15.5% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 23,109 | $121.2 萬 | 0.9% | −139−0.6% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 11,656 | $114.2 萬 | 0.8% | +11,656 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 3,952 | $111.5 萬 | 0.8% | −144−3.5% | 減碼 | 歷史 |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 26,867 | $102.4 萬 | 0.8% | +2,153+8.7% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 7,304 | $89.4 萬 | 0.7% | +97+1.3% | 加碼 | – |
| MRKMerck & Co., Inc. | Stock | 10,162 | $85.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 4,447 | $83.0 萬 | 0.6% | −105−2.3% | 減碼 | 歷史 |
| ETHAiShares Ethereum Trust ETF | SHS | 19,648 | $61.9 萬 | 0.5% | +19,648 | 新進 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 8,480 | $55.1 萬 | 0.4% | +3,550+72.0% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 20,738 | $52.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 967 | $48.3 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,735 | $42.1 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,809 | $41.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| ETREntergy Corp | COM | 4,000 | $37.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| RZLVRezolve AI PLC | ORD SHS | 73,200 | $36.5 萬 | 0.3% | +73,200 | 新進 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 570 | $34.9 萬 | 0.3% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 2,013 | $34.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 1,662 | $30.3 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| RCATRed Cat Holdings, Inc. | Stock | 29,000 | $30.0 萬 | 0.2% | +29,000 | 新進 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,538 | $27.6 萬 | 0.2% | +34+1.0% | 加碼 | – |
| SOSouthern Co | Stock | 2,877 | $27.3 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 474 | $25.7 萬 | 0.2% | +3+0.6% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 1,278 | $25.0 萬 | 0.2% | +72+6.0% | 加碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 1,532 | $24.8 萬 | 0.2% | +12+0.8% | 加碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,228 | $24.3 萬 | 0.2% | +20+0.9% | 加碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 2,128 | $24.1 萬 | 0.2% | −45−2.1% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 702 | $23.1 萬 | 0.2% | +23+3.4% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 318 | $22.8 萬 | 0.2% | −7−2.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,195 | $22.7 萬 | 0.2% | +1+0.1% | 加碼 | – |
| APHAmphenol Corp | CL A | 1,823 | $22.6 萬 | 0.2% | +1,823 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 282 | $22.5 萬 | 0.2% | +282 | 新進 | 歷史 |
| SPAISafe Pro Group Inc. | COM | 30,500 | $21.4 萬 | 0.2% | +30,500 | 新進 | 歷史 |
| DISWalt Disney Co | Stock | 1,830 | $21.0 萬 | 0.2% | +1,830 | 新進 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 736 | $20.8 萬 | 0.2% | +2+0.3% | 加碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 450 | $20.6 萬 | 0.2% | +450 | 新進 | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 10,165 | $16.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 26,870 | $4.38 萬 | <0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（3 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。