Forefront Wealth Management Inc.
- SEC CIK
- 0001904828
- 最新申報
- 2026/1/23
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/23 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 71
- 較 2025 年第 3 季 +2
- 總值
- $1.39 億
- 較 2025 年第 3 季 +$302.4 萬 (+2.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 182,906 | $1,047 萬 | 7.5% | +12,100+7.1% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 21,200 | $1,025 萬 | 7.4% | −231−1.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 35,734 | $824.8 萬 | 5.9% | +277+0.8% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 24,945 | $758.0 萬 | 5.4% | −1,176−4.5% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 26,215 | $712.7 萬 | 5.1% | −358−1.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 22,112 | $692.1 萬 | 5.0% | −636−2.8% | 減碼 | 歷史 |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 118,017 | $685.9 萬 | 4.9% | +977+0.8% | 加碼 | – |
| AUAngloGold Ashanti PLC | COM SHS | 54,572 | $465.4 萬 | 3.3% | −1,320−2.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,727 | $407.6 萬 | 2.9% | −64−1.3% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 19,337 | $396.5 萬 | 2.8% | −691−3.5% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,751 | $386.7 萬 | 2.8% | −100−1.5% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 73,147 | $338.6 萬 | 2.4% | +2,779+3.9% | 加碼 | – |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 48,510 | $328.1 萬 | 2.4% | +565+1.2% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,598 | $309.3 萬 | 2.2% | −55−0.6% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,545 | $300.0 萬 | 2.2% | +165+3.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 155,060 | $271.4 萬 | 1.9% | −1,811−1.2% | 減碼 | – |
| iShares Tr46435U374 | MSCI JP VALUE | 68,138 | $270.7 萬 | 1.9% | +51+0.1% | 加碼 | – |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 41,821 | $269.3 萬 | 1.9% | −290−0.7% | 減碼 | – |
| LDOSLeidos Holdings, Inc. | COM | 14,896 | $268.7 萬 | 1.9% | −207−1.4% | 減碼 | 歷史 |
| SHELShell plc | ADR | 34,812 | $255.8 萬 | 1.8% | −753−2.1% | 減碼 | 歷史 |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 54,126 | $250.5 萬 | 1.8% | −487−0.9% | 減碼 | – |
| ABTAbbott Laboratories | Stock | 18,828 | $235.9 萬 | 1.7% | −47−0.2% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr38149W622 | S&P 500 PREMIUM | 42,172 | $222.7 萬 | 1.6% | +469+1.1% | 加碼 | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,849 | $219.9 萬 | 1.6% | −36−1.2% | 減碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,833 | $213.5 萬 | 1.5% | +109+4.0% | 加碼 | – |
| OKEONEOK Inc | COM | 28,631 | $210.4 萬 | 1.5% | −12,229−29.9% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 6,492 | $198.4 萬 | 1.4% | −121−1.8% | 減碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,415 | $170.9 萬 | 1.2% | −2,900−25.6% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,392 | $147.0 萬 | 1.1% | −342−12.5% | 減碼 | – |
| HOODRobinhood Markets, Inc. | Stock | 11,726 | $132.6 萬 | 1.0% | −31−0.3% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,950 | $130.4 萬 | 0.9% | −58−1.4% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 25,451 | $129.5 萬 | 0.9% | +25,451 | 新進 | 歷史 |
| AMGNAmgen Inc | Stock | 3,869 | $126.6 萬 | 0.9% | −83−2.1% | 減碼 | 歷史 |
| Goldman Sachs ETF Tr38149W630 | NASDA 100 ETF | 23,769 | $125.7 萬 | 0.9% | +660+2.9% | 加碼 | – |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 29,401 | $125.1 萬 | 0.9% | +2,534+9.4% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,072 | $106.0 萬 | 0.8% | −90−0.9% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 8,013 | $97.4 萬 | 0.7% | +709+9.7% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 11,607 | $94.8 萬 | 0.7% | −49−0.4% | 減碼 | 歷史 |
| VGVenture Global, Inc. | COM CL A | 96,779 | $66.0 萬 | 0.5% | −21,620−18.3% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,290 | $61.4 萬 | 0.4% | −1,157−26.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 848 | $57.8 萬 | 0.4% | +848 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 20,738 | $51.6 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 952 | $46.1 萬 | 0.3% | −15−1.6% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,737 | $45.0 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,809 | $41.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 5,299 | $41.3 萬 | 0.3% | +1,761+49.8% | 加碼 | – |
| ETREntergy Corp | COM | 4,000 | $37.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 570 | $35.7 萬 | 0.3% | 00.0% | 不變 | – |
| BXBlackstone Inc. | COM | 2,013 | $31.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPAISafe Pro Group Inc. | COM | 67,900 | $28.2 萬 | 0.2% | +37,400+122.6% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 6,247 | $26.7 萬 | 0.2% | +6,247 | 新進 | – |
| PLTRPalantir Technologies Inc. | Stock | 1,494 | $26.6 萬 | 0.2% | −168−10.1% | 減碼 | 歷史 |
| DTMDT Midstream, Inc. | COMMON STOCK | 2,169 | $26.0 萬 | 0.2% | +41+1.9% | 加碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 464 | $25.6 萬 | 0.2% | −10−2.1% | 減碼 | 歷史 |
| BNYBank of New York Mellon Corp | Stock | 2,195 | $25.5 萬 | 0.2% | −33−1.5% | 減碼 | 歷史 |
| SOSouthern Co | Stock | 2,880 | $25.1 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 279 | $24.5 萬 | 0.2% | −3−1.1% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 1,813 | $24.5 萬 | 0.2% | −10−0.5% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 677 | $23.9 萬 | 0.2% | −25−3.6% | 減碼 | 歷史 |
| NRGNRG Energy, Inc. | Stock | 1,487 | $23.7 萬 | 0.2% | −45−2.9% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 6,092 | $23.1 萬 | 0.2% | +6,092 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,196 | $22.9 萬 | 0.2% | +1+0.1% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 724 | $21.4 萬 | 0.2% | −12−1.6% | 減碼 | 歷史 |
| NEMNEWMONT Corp | Stock | 2,135 | $21.3 萬 | 0.2% | +2,135 | 新進 | 歷史 |
| ROIVRoivant Sciences Ltd. | SHS | 9,622 | $20.9 萬 | 0.1% | +9,622 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 2,199 | $20.5 萬 | 0.1% | +2,199 | 新進 | 歷史 |
| CAHCardinal Health Inc | Stock | 995 | $20.4 萬 | 0.1% | +995 | 新進 | 歷史 |
| GHGuardant Health, Inc. | COM | 2,000 | $20.4 萬 | 0.1% | +2,000 | 新進 | 歷史 |
| UAMYUnited States Antimony Corp | COM | 23,624 | $11.9 萬 | 0.1% | +23,624 | 新進 | 歷史 |
| AUTLAutolus Therapeutics plc | SPON ADS | 26,870 | $5.35 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| RZLVRezolve AI PLC | ORD SHS | 13,750 | $3.53 萬 | <0.1% | −59,450−81.2% | 減碼 | 歷史 |
2025 年第 3 季之後清倉（8 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ETHAiShares Ethereum Trust ETF | SHS | 19,648 | $61.9 萬 | 0.5% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 8,480 | $55.1 萬 | 0.4% | 歷史 |
| RCATRed Cat Holdings, Inc. | Stock | 29,000 | $30.0 萬 | 0.2% | 歷史 |
| VSTVistra Corp. | Stock | 1,278 | $25.0 萬 | 0.2% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 318 | $22.8 萬 | 0.2% | 歷史 |
| DISWalt Disney Co | Stock | 1,830 | $21.0 萬 | 0.2% | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 450 | $20.6 萬 | 0.2% | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 10,165 | $16.3 萬 | 0.1% | 歷史 |