Forefront Wealth Partners, LLC
- SEC CIK
- 0002068112
- 最新申報
- 2026/8/20
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/14 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 128
- 較 2024 年第 4 季 +37
- 總值
- $1.47 億
- 較 2024 年第 4 季 +$1,266 萬 (+9.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 21,993 | $1,236 萬 | 8.4% | −2,949−11.8% | 減碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 112,401 | $1,112 萬 | 7.6% | +9,931+9.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 165,060 | $1,085 萬 | 7.4% | +26,797+19.4% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 139,426 | $503.9 萬 | 3.4% | +26,040+23.0% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 49,383 | $455.8 萬 | 3.1% | −686−1.4% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 50,598 | $413.7 萬 | 2.8% | −3,239−6.0% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 41,528 | $372.3 萬 | 2.5% | −2,703−6.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 9,574 | $359.4 萬 | 2.4% | +267+2.9% | 加碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 65,886 | $303.6 萬 | 2.1% | −60−0.1% | 減碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 39,638 | $299.9 萬 | 2.0% | +363+0.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 14,590 | $277.6 萬 | 1.9% | +553+3.9% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 78,268 | $262.2 萬 | 1.8% | +693+0.9% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 23,102 | $250.4 萬 | 1.7% | +1,701+7.9% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 87,667 | $245.1 萬 | 1.7% | −3,554−3.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,938 | $243.0 萬 | 1.7% | −16−0.1% | 減碼 | 歷史 |
| Nushares ETF Tr67092P821 | NUVEEN DIVIDEND | 74,710 | $238.9 萬 | 1.6% | −10,664−12.5% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,250 | $232.7 萬 | 1.6% | −793−3.4% | 減碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 37,887 | $221.8 萬 | 1.5% | +37,887 | 新進 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,223 | $217.0 萬 | 1.5% | +2,581+157.2% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 33,853 | $197.5 萬 | 1.3% | +3,757+12.5% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 55,131 | $178.5 萬 | 1.2% | −4,139−7.0% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 27,309 | $172.0 萬 | 1.2% | +4,922+22.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 15,550 | $164.0 萬 | 1.1% | −3,161−16.9% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 8,416 | $160.4 萬 | 1.1% | −549−6.1% | 減碼 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 13,823 | $156.4 萬 | 1.1% | +245+1.8% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 13,313 | $144.7 萬 | 1.0% | −694−5.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,537 | $143.2 萬 | 1.0% | +61+1.1% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 34,134 | $135.5 萬 | 0.9% | −2,683−7.3% | 減碼 | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 59,831 | $130.3 萬 | 0.9% | +59,831 | 新進 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,290 | $128.6 萬 | 0.9% | +16,290 | 新進 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,430 | $123.9 萬 | 0.8% | −1,845−35.0% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,782 | $119.4 萬 | 0.8% | +275+5.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 7,479 | $116.8 萬 | 0.8% | +408+5.8% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 7,957 | $116.2 萬 | 0.8% | −623−7.3% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,980 | $109.4 萬 | 0.7% | +675+20.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,848 | $106.5 萬 | 0.7% | +226+13.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 4,044 | $104.8 萬 | 0.7% | +299+8.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 5,750 | $96.3 萬 | 0.7% | +202+3.6% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,782 | $90.5 萬 | 0.6% | −1−0.1% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 17,141 | $87.1 萬 | 0.6% | +12,124+241.7% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 3,220 | $86.4 萬 | 0.6% | +142+4.6% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 11,766 | $85.7 萬 | 0.6% | −1,623−12.1% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,522 | $83.4 萬 | 0.6% | −46−2.9% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 15,399 | $83.1 萬 | 0.6% | −7,710−33.4% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 21,774 | $79.3 萬 | 0.5% | +21,774 | 新進 | – |
| AMDAdvanced Micro Devices Inc | Stock | 7,659 | $78.7 萬 | 0.5% | +659+9.4% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 922 | $73.4 萬 | 0.5% | +22+2.4% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 2,748 | $73.3 萬 | 0.5% | −270−8.9% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 8,151 | $69.2 萬 | 0.5% | −695−7.9% | 減碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 27,415 | $68.6 萬 | 0.5% | −18,125−39.8% | 減碼 | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 15,046 | $67.8 萬 | 0.5% | −3,171−17.4% | 減碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 4,898 | $67.3 萬 | 0.5% | +1,583+47.8% | 加碼 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 30,298 | $66.8 萬 | 0.5% | +30,298 | 新進 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 16,927 | $63.5 萬 | 0.4% | +16,927 | 新進 | – |
| Pacer Trendpilot International ETF69374H683 | ETF | 21,205 | $62.2 萬 | 0.4% | +21,205 | 新進 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 11,726 | $60.3 萬 | 0.4% | +11,726 | 新進 | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 14,999 | $59.1 萬 | 0.4% | +14,999 | 新進 | – |
| MELIMercadolibre Inc | COM | 302 | $58.9 萬 | 0.4% | +25+9.0% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 14,053 | $57.3 萬 | 0.4% | +2,138+17.9% | 加碼 | – |
| GEGeneral Electric Co | Stock | 2,859 | $57.2 萬 | 0.4% | +271+10.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,617 | $56.7 萬 | 0.4% | +26+1.6% | 加碼 | 歷史 |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 17,971 | $56.4 萬 | 0.4% | +17,971 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 1,048 | $54.9 萬 | 0.4% | −66−5.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 653 | $53.9 萬 | 0.4% | +105+19.2% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 8,689 | $53.5 萬 | 0.4% | +894+11.5% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 10,496 | $52.8 萬 | 0.4% | +10,496 | 新進 | – |
| TFCTruist Financial Corp | COM | 12,552 | $51.7 萬 | 0.4% | +17+0.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,981 | $50.9 萬 | 0.3% | +85+2.9% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,726 | $50.8 萬 | 0.3% | −180−6.2% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 990 | $49.3 萬 | 0.3% | +83+9.2% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 717 | $47.5 萬 | 0.3% | +103+16.8% | 加碼 | 歷史 |
| Kurv ETF Tr500948302 | TECH TIT SEL ETF | 20,417 | $47.5 萬 | 0.3% | −8,503−29.4% | 減碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,117 | $44.8 萬 | 0.3% | −3,070−59.2% | 減碼 | – |
| MUMicron Technology Inc | Stock | 5,000 | $43.4 萬 | 0.3% | +299+6.4% | 加碼 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 5,055 | $43.0 萬 | 0.3% | +5,055 | 新進 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,802 | $43.0 萬 | 0.3% | +8,802 | 新進 | – |
| CDNSCadence Design Systems Inc | Stock | 1,674 | $42.6 萬 | 0.3% | −64−3.7% | 減碼 | 歷史 |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 11,962 | $41.4 萬 | 0.3% | +11,962 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,242 | $37.3 萬 | 0.3% | +8,242 | 新進 | – |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 17,827 | $35.8 萬 | 0.2% | +17,827 | 新進 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 3,840 | $34.8 萬 | 0.2% | 00.0% | 不變 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 7,295 | $34.7 萬 | 0.2% | +7,295 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 2,820 | $33.5 萬 | 0.2% | +140+5.2% | 加碼 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 8,762 | $33.2 萬 | 0.2% | +8,762 | 新進 | 歷史 |
| BACBank of America Corp | Stock | 7,923 | $33.1 萬 | 0.2% | +418+5.6% | 加碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 861 | $33.0 萬 | 0.2% | +32+3.9% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 2,812 | $32.5 萬 | 0.2% | +2,812 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 745 | $32.4 萬 | 0.2% | −184−19.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,591 | $32.2 萬 | 0.2% | −1,333−27.1% | 減碼 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 5,865 | $32.1 萬 | 0.2% | +5,865 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,269 | $31.9 萬 | 0.2% | −7−0.5% | 減碼 | – |
| ETNEaton Corp plc | Stock | 1,136 | $30.9 萬 | 0.2% | +1,136 | 新進 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,919 | $30.7 萬 | 0.2% | +3,919 | 新進 | – |
| NEENextera Energy Inc | Stock | 4,295 | $30.4 萬 | 0.2% | +4,295 | 新進 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 11,532 | $29.1 萬 | 0.2% | −7,361−39.0% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 1,374 | $28.8 萬 | 0.2% | −42−3.0% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 3,758 | $27.1 萬 | 0.2% | +3,758 | 新進 | 歷史 |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 5,600 | $26.7 萬 | 0.2% | +5,600 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,547 | $26.4 萬 | 0.2% | +24+1.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 532 | $26.3 萬 | 0.2% | +532 | 新進 | 歷史 |
2024 年第 4 季之後清倉（6 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AMEAmetek Inc | COM | 2,511 | $45.3 萬 | 0.3% | 歷史 |
| AMATApplied Materials Inc | Stock | 2,237 | $36.4 萬 | 0.3% | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,373 | $24.1 萬 | 0.2% | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,178 | $23.3 萬 | 0.2% | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 1,545 | $22.1 萬 | 0.2% | 歷史 |
| EXASExact Sciences Corp | COM | 3,693 | $20.8 萬 | 0.2% | 歷史 |