Forefront Wealth Partners, LLC
- SEC CIK
- 0002068112
- 最新申報
- 2026/8/20
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/20 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 191
- 較 2025 年第 2 季 +93
- 總值
- $3.97 億
- 較 2025 年第 2 季 +$2.52 億 (+172.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CTMXCytomX Therapeutics, Inc. | COM | 18,109 | $5.78 萬 | <0.1% | +18,109 | 新進 | 歷史 |
| MREOMereo BioPharma Group plc | SPON ADS | 33,180 | $6.84 萬 | <0.1% | +33,180 | 新進 | 歷史 |
| GERNGeron Corp | COM | 52,258 | $7.16 萬 | <0.1% | +52,258 | 新進 | 歷史 |
| NKTXNkarta, Inc. | COM | 39,452 | $8.17 萬 | <0.1% | +39,452 | 新進 | 歷史 |
| ANNXAnnexon, Inc. | COM | 27,027 | $8.24 萬 | <0.1% | +27,027 | 新進 | 歷史 |
| ZURAZura Bio Ltd | CLASS A ORD SHS | 21,518 | $9.32 萬 | <0.1% | +21,518 | 新進 | 歷史 |
| SOUNSoundhound AI, Inc. | CLASS A COM | 11,818 | $19.0 萬 | <0.1% | +11,818 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,821 | $20.5 萬 | 0.1% | −859−32.1% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 2,107 | $20.6 萬 | 0.1% | +2,107 | 新進 | 歷史 |
| AVAVAeroVironment Inc | COM | 655 | $20.6 萬 | 0.1% | +655 | 新進 | 歷史 |
| SPAISafe Pro Group Inc. | COM | 30,500 | $21.4 萬 | 0.1% | +30,500 | 新進 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 3,775 | $21.7 萬 | 0.1% | +3,775 | 新進 | – |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 2,425 | $21.8 萬 | 0.1% | +2,425 | 新進 | 歷史 |
| MCDMcDonalds Corp | Stock | 729 | $22.2 萬 | 0.1% | −446−38.0% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,170 | $22.2 萬 | 0.1% | +1,170 | 新進 | – |
| ZTSZoetis Inc. | Stock | 1,526 | $22.3 萬 | 0.1% | −54−3.4% | 減碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 369 | $22.5 萬 | 0.1% | +369 | 新進 | 歷史 |
| APPAppLovin Corp | COM CL A | 314 | $22.6 萬 | 0.1% | +314 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 978 | $22.7 萬 | 0.1% | −438−30.9% | 減碼 | 歷史 |
| SPDR Series Trust78464A755 | ST STR SP METAL | 2,498 | $23.3 萬 | 0.1% | +2,498 | 新進 | – |
| ELVElevance Health, Inc. | Stock | 763 | $24.7 萬 | 0.1% | −166−17.9% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 491 | $24.7 萬 | 0.1% | +491 | 新進 | 歷史 |
| GLWCorning Inc | COM | 3,027 | $24.8 萬 | 0.1% | +3,027 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 1,464 | $25.0 萬 | 0.1% | +1,464 | 新進 | 歷史 |
| CVXChevron Corp | Stock | 1,624 | $25.2 萬 | 0.1% | +1,624 | 新進 | 歷史 |
| DEDeere & Co | Stock | 564 | $25.8 萬 | 0.1% | +22+4.1% | 加碼 | 歷史 |
| OZKBank OZK | COM | 5,113 | $26.1 萬 | 0.1% | +61+1.2% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,188 | $26.8 萬 | 0.1% | +1,188 | 新進 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,599 | $27.2 萬 | 0.1% | +2,599 | 新進 | – |
| DDOGDatadog, Inc. | CL A COM | 2,026 | $28.9 萬 | 0.1% | +481+31.1% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 3,806 | $29.2 萬 | 0.1% | +3,806 | 新進 | – |
| DHRDanaher Corp | Stock | 1,475 | $29.2 萬 | 0.1% | +1,475 | 新進 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 393 | $29.3 萬 | 0.1% | +393 | 新進 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,767 | $29.7 萬 | 0.1% | +3,767 | 新進 | – |
| RCATRed Cat Holdings, Inc. | Stock | 29,000 | $30.0 萬 | 0.1% | +29,000 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 845 | $30.0 萬 | 0.1% | +845 | 新進 | 歷史 |
| MDBMongoDB, Inc. | CL A | 991 | $30.8 萬 | 0.1% | +991 | 新進 | 歷史 |
| INCYIncyte Corp | COM | 3,744 | $31.8 萬 | 0.1% | +3,744 | 新進 | 歷史 |
| BABoeing Co | Stock | 1,480 | $31.9 萬 | 0.1% | −43−2.8% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 579 | $32.6 萬 | 0.1% | +579 | 新進 | 歷史 |
| PFEPfizer Inc | Stock | 12,830 | $32.7 萬 | 0.1% | +12,830 | 新進 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 667 | $32.7 萬 | 0.1% | +50+8.1% | 加碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 2,591 | $33.5 萬 | 0.1% | +2,591 | 新進 | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 4,492 | $34.9 萬 | 0.1% | +4,492 | 新進 | 歷史 |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 16,162 | $35.5 萬 | 0.1% | +16,162 | 新進 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 798 | $35.7 萬 | 0.1% | +798 | 新進 | 歷史 |
| RZLVRezolve AI PLC | ORD SHS | 73,200 | $36.5 萬 | 0.1% | +73,200 | 新進 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 8,780 | $36.5 萬 | 0.1% | +8,780 | 新進 | – |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 7,945 | $36.8 萬 | 0.1% | +7,945 | 新進 | – |
| SHOPShopify Inc. | Stock | 2,630 | $39.1 萬 | 0.1% | +149+6.0% | 加碼 | 歷史 |
| AMEAmetek Inc | COM | 2,146 | $40.3 萬 | 0.1% | −365−14.5% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 4,279 | $40.7 萬 | 0.1% | +4,279 | 新進 | 歷史 |
| iShares Tr46436E361 | BLOCKCHAIN & TEC | 7,630 | $42.3 萬 | 0.1% | +7,630 | 新進 | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 8,965 | $43.2 萬 | 0.1% | +8,965 | 新進 | – |
| NEENextera Energy Inc | Stock | 5,851 | $44.2 萬 | 0.1% | +5,851 | 新進 | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 11,284 | $44.3 萬 | 0.1% | +11,284 | 新進 | 歷史 |
| KKRKKR & Co. Inc. | COM | 3,415 | $44.4 萬 | 0.1% | +3,415 | 新進 | 歷史 |
| TTDTrade Desk, Inc. | Stock | 9,111 | $44.7 萬 | 0.1% | +9,111 | 新進 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 3,550 | $44.7 萬 | 0.1% | −3,038−46.1% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,617 | $45.2 萬 | 0.1% | +439+37.3% | 加碼 | 歷史 |
| VanEck Vectors ETF Tr92189H821 | DIGI TRANS ETF | 20,894 | $45.4 萬 | 0.1% | +20,894 | 新進 | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 4,079 | $45.7 萬 | 0.1% | +4,079 | 新進 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 7,805 | $45.8 萬 | 0.1% | +7,805 | 新進 | – |
| ABTAbbott Laboratories | Stock | 3,493 | $46.8 萬 | 0.1% | +3,493 | 新進 | 歷史 |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 7,052 | $47.5 萬 | 0.1% | +7,052 | 新進 | – |
| BACBank of America Corp | Stock | 9,414 | $48.6 萬 | 0.1% | +1,909+25.4% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,060 | $53.1 萬 | 0.1% | −15,049−65.1% | 減碼 | – |
| ETNEaton Corp plc | Stock | 1,457 | $54.5 萬 | 0.1% | +1,457 | 新進 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 8,006 | $55.1 萬 | 0.1% | +8,006 | 新進 | 歷史 |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 8,486 | $56.2 萬 | 0.1% | +8,486 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 741 | $56.6 萬 | 0.1% | +193+35.2% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 12,526 | $57.3 萬 | 0.1% | −9−0.1% | 減碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,464 | $57.8 萬 | 0.1% | +6,464 | 新進 | – |
| ORCLOracle Corp | Stock | 2,118 | $59.6 萬 | 0.1% | +559+35.9% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 982 | $60.4 萬 | 0.2% | +982 | 新進 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 12,330 | $60.8 萬 | 0.2% | +12,330 | 新進 | – |
| ETHAiShares Ethereum Trust ETF | SHS | 19,923 | $62.8 萬 | 0.2% | +19,923 | 新進 | 歷史 |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 31,953 | $63.4 萬 | 0.2% | +31,953 | 新進 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 24,638 | $63.7 萬 | 0.2% | +24,638 | 新進 | – |
| ANETArista Networks, Inc. | Stock | 4,425 | $64.5 萬 | 0.2% | +4,425 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,660 | $64.8 萬 | 0.2% | −5,049−52.0% | 減碼 | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 11,493 | $64.9 萬 | 0.2% | +11,493 | 新進 | – |
| First Tr Exchange-Traded FD33738D747 | VEST INVESTMENT | 32,297 | $65.9 萬 | 0.2% | +32,297 | 新進 | – |
| CDNSCadence Design Systems Inc | Stock | 1,879 | $66.0 萬 | 0.2% | +141+8.1% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 1,968 | $67.2 萬 | 0.2% | +377+23.7% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,387 | $67.3 萬 | 0.2% | +480+52.9% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,384 | $68.9 萬 | 0.2% | +488+16.9% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,950 | $69.9 萬 | 0.2% | −128−4.2% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 302 | $70.6 萬 | 0.2% | +25+9.0% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 4,786 | $72.2 萬 | 0.2% | +4,786 | 新進 | 歷史 |
| Kurv ETF Tr500948302 | TECH TIT SEL ETF | 24,776 | $72.2 萬 | 0.2% | −4,144−14.3% | 減碼 | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 17,591 | $74.1 萬 | 0.2% | +17,591 | 新進 | – |
| iShares Russell Midcap ETF464287499 | ETF | 7,737 | $74.7 萬 | 0.2% | +7,737 | 新進 | – |
| MAMastercard Inc | Stock | 1,314 | $74.8 萬 | 0.2% | −254−16.2% | 減碼 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 9,267 | $75.2 萬 | 0.2% | +9,267 | 新進 | – |
| NOWServiceNow, Inc. | Stock | 835 | $76.8 萬 | 0.2% | −65−7.2% | 減碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 15,701 | $78.9 萬 | 0.2% | +15,701 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 2,306 | $79.6 萬 | 0.2% | +1,192+107.0% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 5,134 | $85.9 萬 | 0.2% | +433+9.2% | 加碼 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 6,826 | $86.4 萬 | 0.2% | +3,768+123.2% | 加碼 | – |
2025 年第 2 季之後清倉（17 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 2 季股數 | 2025 年第 2 季市值 | 2025 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 53,837 | $432.2 萬 | 3.0% | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 18,217 | $83.1 萬 | 0.6% | – |
| TMUST-Mobile US, Inc. | Stock | 3,018 | $66.6 萬 | 0.5% | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,906 | $57.6 萬 | 0.4% | – |
| MRKMerck & Co., Inc. | Stock | 4,924 | $49.0 萬 | 0.3% | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 18,893 | $48.3 萬 | 0.3% | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 3,793 | $45.4 萬 | 0.3% | – |
| ADBEAdobe Inc. | Stock | 829 | $36.9 萬 | 0.3% | 歷史 |
| AMATApplied Materials Inc | Stock | 2,237 | $36.4 萬 | 0.2% | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,276 | $35.7 萬 | 0.2% | – |
| Listed FDS Tr53656F607 | WAHED FTSE ETF | 6,713 | $35.4 萬 | 0.2% | – |
| iShares Tr464287721 | U.S. TECH ETF | 1,976 | $31.5 萬 | 0.2% | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 1,725 | $30.8 萬 | 0.2% | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,373 | $24.1 萬 | 0.2% | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 1,693 | $22.0 萬 | 0.2% | – |
| EXASExact Sciences Corp | COM | 3,693 | $20.8 萬 | 0.1% | 歷史 |
| DDD3D Systems Corp | COM NEW | 29,186 | $9.57 萬 | 0.1% | 歷史 |