Forefront Wealth Partners, LLC
- SEC CIK
- 0002068112
- 最新申報
- 2026/8/20
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/20 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 98
- 較 2025 年第 1 季 −30
- 總值
- $1.46 億
- 較 2025 年第 1 季 −$117.4 萬 (−0.8%)
| 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 | 27,578 | $1,632 萬 | 11.2% | +5,585+25.4% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 104,487 | $1,013 萬 | 7.0% | −7,914−7.0% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 140,642 | $970.5 萬 | 6.7% | −24,418−14.8% | 減碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 58,966 | $522.4 萬 | 3.6% | +17,438+42.0% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 50,069 | $463.6 萬 | 3.2% | +686+1.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 10,246 | $439.0 萬 | 3.0% | +672+7.0% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 53,837 | $432.2 萬 | 3.0% | +3,239+6.4% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 113,386 | $376.6 萬 | 2.6% | −26,040−18.7% | 減碼 | – |
| Nushares ETF Tr67092P821 | NUVEEN DIVIDEND | 101,021 | $331.3 萬 | 2.3% | +26,311+35.2% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 14,038 | $308.0 萬 | 2.1% | −552−3.8% | 減碼 | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 65,946 | $298.1 萬 | 2.0% | +60+0.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 21,401 | $287.4 萬 | 2.0% | −1,701−7.4% | 減碼 | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 77,575 | $278.1 萬 | 1.9% | −693−0.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 11,069 | $276.7 萬 | 1.9% | +131+1.2% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 39,275 | $276.0 萬 | 1.9% | −363−0.9% | 減碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 85,637 | $266.7 萬 | 1.8% | +30,506+55.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 23,043 | $265.5 萬 | 1.8% | +793+3.6% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 91,221 | $249.2 萬 | 1.7% | +3,554+4.1% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 11,598 | $222.6 萬 | 1.5% | +3,182+37.8% | 加碼 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 31,723 | $212.6 萬 | 1.5% | +4,414+16.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,275 | $211.8 萬 | 1.5% | +1,845+53.8% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 18,711 | $199.4 萬 | 1.4% | +3,161+20.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 30,616 | $190.8 萬 | 1.3% | −3,237−9.6% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,608 | $181.3 萬 | 1.2% | +1,826+31.6% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 3,495 | $179.1 萬 | 1.2% | +1,713+96.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 13,578 | $162.0 萬 | 1.1% | −245−1.8% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,745 | $151.2 萬 | 1.0% | −299−7.4% | 減碼 | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 14,007 | $149.7 萬 | 1.0% | +694+5.2% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,476 | $144.6 萬 | 1.0% | −61−1.1% | 減碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 36,817 | $136.7 萬 | 0.9% | +2,683+7.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 7,071 | $134.7 萬 | 0.9% | −408−5.5% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,709 | $133.3 萬 | 0.9% | +1,752+22.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 5,548 | $128.6 萬 | 0.9% | −202−3.5% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 45,540 | $126.9 萬 | 0.9% | +18,125+66.1% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 5,187 | $125.6 萬 | 0.9% | +3,070+145.0% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 23,109 | $120.7 萬 | 0.8% | +7,710+50.1% | 加碼 | – |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 12,023 | $106.4 萬 | 0.7% | +3,872+47.5% | 加碼 | – |
| CRMSalesforce, Inc. | Stock | 3,078 | $102.9 萬 | 0.7% | −142−4.4% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,305 | $95.8 萬 | 0.7% | −675−17.0% | 減碼 | – |
| NOWServiceNow, Inc. | Stock | 900 | $95.4 萬 | 0.7% | −22−2.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,622 | $95.0 萬 | 0.7% | −226−12.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,642 | $88.5 萬 | 0.6% | −2,581−61.1% | 減碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 5,895 | $87.5 萬 | 0.6% | +997+20.4% | 加碼 | – |
| MRVLMarvell Technology, Inc. | COM | 7,795 | $86.1 萬 | 0.6% | −894−10.3% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 7,004 | $84.6 萬 | 0.6% | −655−8.6% | 減碼 | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 18,217 | $83.1 萬 | 0.6% | +3,171+21.1% | 加碼 | – |
| MAMastercard Inc | Stock | 1,568 | $82.6 萬 | 0.6% | +46+3.0% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 13,399 | $80.9 萬 | 0.6% | +1,633+13.9% | 加碼 | 歷史 |
| Kurv ETF Tr500948302 | TECH TIT SEL ETF | 28,920 | $78.7 萬 | 0.5% | +8,503+41.6% | 加碼 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 6,588 | $70.1 萬 | 0.5% | +2,748+71.6% | 加碼 | – |
| TMUST-Mobile US, Inc. | Stock | 3,018 | $66.6 萬 | 0.5% | +270+9.8% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,906 | $57.6 萬 | 0.4% | +180+6.6% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 1,114 | $56.3 萬 | 0.4% | +66+6.3% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 12,535 | $54.4 萬 | 0.4% | −17−0.1% | 減碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 11,915 | $53.5 萬 | 0.4% | −2,138−15.2% | 減碼 | – |
| PANWPalo Alto Networks Inc | Stock | 2,896 | $52.7 萬 | 0.4% | −85−2.9% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,738 | $52.2 萬 | 0.4% | +64+3.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 3,115 | $50.7 萬 | 0.3% | +3,115 | 新進 | – |
| VVisa Inc. | Stock | 1,591 | $50.3 萬 | 0.3% | −26−1.6% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,924 | $49.0 萬 | 0.3% | +1,333+37.1% | 加碼 | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 18,893 | $48.3 萬 | 0.3% | +7,361+63.8% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 907 | $47.2 萬 | 0.3% | −83−8.4% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 277 | $47.1 萬 | 0.3% | −25−8.3% | 減碼 | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 3,793 | $45.4 萬 | 0.3% | +1,255+49.4% | 加碼 | – |
| AMEAmetek Inc | COM | 2,511 | $45.3 萬 | 0.3% | +2,511 | 新進 | 歷史 |
| GEGeneral Electric Co | Stock | 2,588 | $43.2 萬 | 0.3% | −271−9.5% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 614 | $42.6 萬 | 0.3% | −103−14.4% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 548 | $42.3 萬 | 0.3% | −105−16.1% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 4,701 | $39.6 萬 | 0.3% | −299−6.0% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 829 | $36.9 萬 | 0.3% | −32−3.7% | 減碼 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 3,058 | $36.4 萬 | 0.2% | +3,058 | 新進 | – |
| AMATApplied Materials Inc | Stock | 2,237 | $36.4 萬 | 0.2% | +2,237 | 新進 | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,276 | $35.7 萬 | 0.2% | +7+0.6% | 加碼 | – |
| Listed FDS Tr53656F607 | WAHED FTSE ETF | 6,713 | $35.4 萬 | 0.2% | +2,518+60.0% | 加碼 | – |
| ELVElevance Health, Inc. | Stock | 929 | $34.3 萬 | 0.2% | +184+24.7% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 1,175 | $34.2 萬 | 0.2% | +441+60.1% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 7,505 | $33.0 萬 | 0.2% | −418−5.3% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,976 | $31.5 萬 | 0.2% | +466+30.9% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,725 | $30.8 萬 | 0.2% | +197+12.9% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 2,680 | $28.8 萬 | 0.2% | −140−5.0% | 減碼 | 歷史 |
| BABoeing Co | Stock | 1,523 | $27.0 萬 | 0.2% | −24−1.6% | 減碼 | 歷史 |
| SHOPShopify Inc. | Stock | 2,481 | $26.4 萬 | 0.2% | −74−2.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,559 | $26.0 萬 | 0.2% | −93−5.6% | 減碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 4,946 | $25.7 萬 | 0.2% | +4,946 | 新進 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 6,861 | $25.6 萬 | 0.2% | −14,913−68.5% | 減碼 | – |
| ZTSZoetis Inc. | Stock | 1,580 | $25.5 萬 | 0.2% | +322+25.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,416 | $25.2 萬 | 0.2% | +42+3.1% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,160 | $24.8 萬 | 0.2% | +1,160 | 新進 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,373 | $24.1 萬 | 0.2% | +2,373 | 新進 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,017 | $24.0 萬 | 0.2% | −12,124−70.7% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,178 | $23.3 萬 | 0.2% | +1,178 | 新進 | 歷史 |
| DEDeere & Co | Stock | 542 | $23.0 萬 | 0.2% | −6−1.1% | 減碼 | 歷史 |
| OZKBank OZK | COM | 5,052 | $22.5 萬 | 0.2% | −18−0.4% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 1,545 | $22.1 萬 | 0.2% | +1,545 | 新進 | 歷史 |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 1,693 | $22.0 萬 | 0.2% | +1,693 | 新進 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 617 | $21.1 萬 | 0.1% | +14+2.3% | 加碼 | 歷史 |
| EXASExact Sciences Corp | COM | 3,693 | $20.8 萬 | 0.1% | +3,693 | 新進 | 歷史 |
| DDD3D Systems Corp | COM NEW | 29,186 | $9.57 萬 | 0.1% | −1,645−5.3% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（41 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 37,887 | $221.8 萬 | 1.5% | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 59,831 | $130.3 萬 | 0.9% | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,290 | $128.6 萬 | 0.9% | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 30,298 | $66.8 萬 | 0.5% | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 16,927 | $63.5 萬 | 0.4% | – |
| Pacer Trendpilot International ETF69374H683 | ETF | 21,205 | $62.2 萬 | 0.4% | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 11,726 | $60.3 萬 | 0.4% | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 14,999 | $59.1 萬 | 0.4% | – |
| Innovator ETFs Trust45783Y673 | QUITY MANAGD FLR | 17,971 | $56.4 萬 | 0.4% | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 10,496 | $52.8 萬 | 0.4% | – |
| iShares Russell Midcap ETF464287499 | ETF | 5,055 | $43.0 萬 | 0.3% | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 8,802 | $43.0 萬 | 0.3% | – |
| Pacer Trendpilot US Mid Cap ETF69374H204 | ETF | 11,962 | $41.4 萬 | 0.3% | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,242 | $37.3 萬 | 0.3% | – |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 17,827 | $35.8 萬 | 0.2% | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 7,295 | $34.7 萬 | 0.2% | – |
| FCXFreeport-McMoran Inc | Stock | 8,762 | $33.2 萬 | 0.2% | 歷史 |
| KKRKKR & Co. Inc. | COM | 2,812 | $32.5 萬 | 0.2% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 5,865 | $32.1 萬 | 0.2% | 歷史 |
| ETNEaton Corp plc | Stock | 1,136 | $30.9 萬 | 0.2% | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,919 | $30.7 萬 | 0.2% | – |
| NEENextera Energy Inc | Stock | 4,295 | $30.4 萬 | 0.2% | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 3,758 | $27.1 萬 | 0.2% | 歷史 |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 5,600 | $26.7 萬 | 0.2% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 532 | $26.3 萬 | 0.2% | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 5,025 | $25.9 萬 | 0.2% | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 1,508 | $25.0 萬 | 0.2% | 歷史 |
| ANETArista Networks, Inc. | Stock | 3,222 | $25.0 萬 | 0.2% | 歷史 |
| GEVGE Vernova Inc. | Stock | 816 | $24.9 萬 | 0.2% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,074 | $24.8 萬 | 0.2% | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 656 | $24.3 萬 | 0.2% | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 4,180 | $23.7 萬 | 0.2% | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 5,743 | $23.6 萬 | 0.2% | – |
| iShares Tr464288521 | CRE U S REIT ETF | 4,057 | $23.4 萬 | 0.2% | – |
| ONTOOnto Innovation Inc. | COM | 1,816 | $22.0 萬 | 0.2% | 歷史 |
| APPAppLovin Corp | COM CL A | 829 | $22.0 萬 | 0.1% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 4,549 | $21.3 萬 | 0.1% | 歷史 |
| VanEck Vectors ETF Tr92189H821 | DIGI TRANS ETF | 22,796 | $20.6 萬 | 0.1% | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,224 | $20.0 萬 | 0.1% | – |
| RANIRani Therapeutics Holdings, Inc. | COM CL A | 65,000 | $8.19 萬 | 0.1% | 歷史 |
| LAESSEALSQ Corp | ORD SHS | 10,100 | $2.63 萬 | <0.1% | 歷史 |