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 Tr46434V456 | MSCI INTL QUALTY | 34,134 | $135.5 萬 | 0.9% | −2,683−7.3% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,537 | $143.2 萬 | 1.0% | +61+1.1% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 13,313 | $144.7 萬 | 1.0% | −694−5.0% | 減碼 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 13,823 | $156.4 萬 | 1.1% | +245+1.8% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 8,416 | $160.4 萬 | 1.1% | −549−6.1% | 減碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 15,550 | $164.0 萬 | 1.1% | −3,161−16.9% | 減碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 27,309 | $172.0 萬 | 1.2% | +4,922+22.0% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 55,131 | $178.5 萬 | 1.2% | −4,139−7.0% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 33,853 | $197.5 萬 | 1.3% | +3,757+12.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,223 | $217.0 萬 | 1.5% | +2,581+157.2% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 37,887 | $221.8 萬 | 1.5% | +37,887 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,250 | $232.7 萬 | 1.6% | −793−3.4% | 減碼 | – |
| Nushares ETF Tr67092P821 | NUVEEN DIVIDEND | 74,710 | $238.9 萬 | 1.6% | −10,664−12.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,938 | $243.0 萬 | 1.7% | −16−0.1% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 87,667 | $245.1 萬 | 1.7% | −3,554−3.9% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 23,102 | $250.4 萬 | 1.7% | +1,701+7.9% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 78,268 | $262.2 萬 | 1.8% | +693+0.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 14,590 | $277.6 萬 | 1.9% | +553+3.9% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 39,638 | $299.9 萬 | 2.0% | +363+0.9% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 65,886 | $303.6 萬 | 2.1% | −60−0.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 9,574 | $359.4 萬 | 2.4% | +267+2.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 41,528 | $372.3 萬 | 2.5% | −2,703−6.1% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 50,598 | $413.7 萬 | 2.8% | −3,239−6.0% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 49,383 | $455.8 萬 | 3.1% | −686−1.4% | 減碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 139,426 | $503.9 萬 | 3.4% | +26,040+23.0% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 165,060 | $1,085 萬 | 7.4% | +26,797+19.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 112,401 | $1,112 萬 | 7.6% | +9,931+9.7% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 21,993 | $1,236 萬 | 8.4% | −2,949−11.8% | 減碼 | – |
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 |