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Forefront Wealth Partners, LLC

SEC CIK
0002068112
最新申報
2026/8/20

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/2/6 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
139
較 2025 年第 3 季 −52
總值
$2.11 億
較 2025 年第 3 季 −$1.86 億 (−46.8%)
申報日
2026/2/6
SEC
Forefront Wealth Partners, LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
State Street SPDR Portfolio S&P 500 ETF78464A854ETF356,488$2,860 萬13.5%+16,516+4.9%加碼–
iShares Core U.S. Aggregate Bond ETF464287226ETF202,518$2,023 萬9.6%+15,746+8.4%加碼–
iShares Core S&P 500 ETF464287200ETF11,262$771.4 萬3.7%−2,544−18.4%減碼–
Schwab Fundamental International Equity ETF808524755ETF142,059$642.3 萬3.0%+4,016+2.9%加碼–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW164,982$607.5 萬2.9%+26,856+19.4%加碼–
MSFTMicrosoft CorpStock9,942$480.8 萬2.3%+260+2.7%加碼歷史
Schwab U.S. Large-Cap Growth ETF808524300ETF141,658$462.1 萬2.2%+6,112+4.5%加碼–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF47,055$435.3 萬2.1%+3,634+8.4%加碼–
NVDANVIDIA CorpStock23,286$434.3 萬2.1%−1,546−6.2%減碼歷史
iShares Core S&P US Value ETF464287663ETF41,217$422.6 萬2.0%+2,371+6.1%加碼–
AMZNAmazon Com IncStock17,238$397.9 萬1.9%+1,553+9.9%加碼歷史
iShares S&P 500 Value ETF464287408ETF15,617$331.2 萬1.6%+2,533+19.4%加碼–
iShares Core MSCI Eafe ETF46432F842ETF34,276$306.6 萬1.5%+4,848+16.5%加碼–
First Tr Exchange Traded FD33741X102SMID RISNG ETF76,308$292.4 萬1.4%−350.0%減碼–
iShares Tr46434V613CORE UNIVRSL USD61,511$286.3 萬1.4%+982+1.6%加碼–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF39,635$283.2 萬1.3%+3,286+9.0%加碼–
First Trust Rising Dividend Achievers ETF33738R506ETF40,607$282.1 萬1.3%−1,892−4.5%減碼–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF60,295$267.8 萬1.3%+11,681+24.0%加碼–
AAPLApple Inc.Stock9,796$266.3 萬1.3%−622−6.0%減碼歷史
iShares Core S&P Mid-Cap ETF464287507ETF38,417$253.5 萬1.2%+1,773+4.8%加碼–
SPDR Index Shs FDS78463X509ST PORT MARK ETF52,564$246.1 萬1.2%+11,756+28.8%加碼–
AVGOBroadcom Inc.Stock6,500$225.0 萬1.1%−183−2.7%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF15,247$219.5 萬1.0%+595+4.1%加碼依 2 比 1 拆股換算–
WisdomTree Tr97717Y527FLOATNG RAT TREA42,852$215.6 萬1.0%+27,151+172.9%加碼–
GOOGAlphabet Inc.Stock6,652$208.7 萬1.0%−1,442−17.8%減碼歷史
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF41,547$194.7 萬0.9%+345+0.8%加碼–
Pacer Trendpilot US Large Cap ETF69374H105ETF33,526$186.3 萬0.9%+6,584+24.4%加碼–
Nushares ETF Tr67092P821NUVEEN DIVIDEND52,160$185.0 萬0.9%−2,714−4.9%減碼–
iShares Tr464289446RUS TOP 200 ETF10,738$183.2 萬0.9%+1,117+11.6%加碼–
ETF Ser Solutions26922B105LHA MKT ST TACTL45,669$182.3 萬0.9%+9,910+27.7%加碼–
SPDR Series Trust78464A383ST STR BACKE ETF80,968$181.5 萬0.9%+22,000+37.3%加碼–
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE11,153$170.7 萬0.8%+95+0.9%加碼–
Schwab US Dividend Equity ETF808524797ETF59,613$163.5 萬0.8%−4,712−7.3%減碼–
Vanguard S&P 500 ETF922908363ETF2,591$162.5 萬0.8%+165+6.8%加碼–
AMDAdvanced Micro Devices IncStock7,585$162.4 萬0.8%+947+14.3%加碼歷史
METAMeta Platforms, Inc.Stock2,453$161.9 萬0.8%+195+8.6%加碼歷史
iShares Russell 1000 Growth ETF464287614ETF3,282$155.4 萬0.7%−7−0.2%減碼–
MUMicron Technology IncStock5,120$146.1 萬0.7%−14−0.3%減碼歷史
Fidelity High Dividend ETF316092840ETF25,243$143.1 萬0.7%+6,930+37.8%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF4,662$135.3 萬0.6%−91−1.9%減碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF3,932$131.8 萬0.6%+786+25.0%加碼–
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF12,174$131.2 萬0.6%+942+8.4%加碼–
Pacer US Small Cap Cash Cows ETF69374H857ETF29,266$129.9 萬0.6%+5,684+24.1%加碼–
VanEck Semiconductor ETF92189F676ETF3,575$128.7 萬0.6%−69−1.9%減碼–
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH6,112$126.2 萬0.6%+987+19.3%加碼–
TSLATesla, Inc.Stock2,715$122.1 萬0.6%−1,149−29.7%減碼歷史
iShares Tr46434V456MSCI INTL QUALTY24,022$109.2 萬0.5%−518−2.1%減碼–
iShares Russell Midcap ETF464287499ETF11,277$108.6 萬0.5%+3,540+45.8%加碼–
iShares Tr464288414NATIONAL MUN ETF9,802$105.0 萬0.5%+153+1.6%加碼–
iShares Core S&P Small Cap ETF464287804ETF8,699$104.5 萬0.5%+1,111+14.6%加碼–
GEGeneral Electric CoStock3,325$102.4 萬0.5%+159+5.0%加碼歷史
ORCLOracle CorpStock4,990$97.3 萬0.5%+2,872+135.6%加碼歷史
Franklin Templeton ETF Tr35473P884US MID CP MLTFCT16,671$93.8 萬0.4%+5,178+45.1%加碼–
SPGIS&P Global Inc.Stock1,788$93.4 萬0.4%+2+0.1%加碼歷史
MRVLMarvell Technology, Inc.COM10,818$91.9 萬0.4%+90+0.8%加碼歷史
ASMLASML Holding NVADR831$88.9 萬0.4%−80−8.8%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF12,731$85.6 萬0.4%+4,671+58.0%加碼–
ALABAstera Labs, Inc.Stock4,935$82.1 萬0.4%+196+4.1%加碼歷史
Pacer Trendpilot US Bond ETF69374H642ETF41,949$81.4 萬0.4%+9,996+31.3%加碼–
VRTVertiv Holdings CoCOM CL A4,948$80.2 萬0.4%+162+3.4%加碼歷史
CRMSalesforce, Inc.Stock3,002$79.5 萬0.4%+52+1.8%加碼歷史
LLYEli Lilly & CoStock731$78.6 萬0.4%−10−1.3%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF12,550$78.4 萬0.4%−110,345−89.8%減碼–
UBERUber Technologies, IncStock9,163$74.9 萬0.4%−732−7.4%減碼歷史
MAMastercard IncStock1,303$74.4 萬0.4%−11−0.8%減碼歷史
VVisa Inc.Stock1,991$69.9 萬0.3%+23+1.2%加碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF4,423$68.5 萬0.3%−237−5.1%減碼–
Global X FDS37954Y236DATA CTR DIG ETF32,234$68.0 萬0.3%+32,234新進–
iShares Tr464288521CRE U S REIT ETF11,792$67.2 萬0.3%+3,987+51.1%加碼–
TMOThermo Fisher Scientific Inc.Stock1,144$66.3 萬0.3%−243−17.5%減碼歷史
First Tr Exchange-Traded FD33738D747VEST INVESTMENT32,918$66.2 萬0.3%+621+1.9%加碼–
First Tr Exchange-Traded FD33738D879FT VEST RIS25,081$65.8 萬0.3%+443+1.8%加碼–
NOWServiceNow, Inc.Stock4,255$65.2 萬0.3%+80+1.9%加碼依 5 比 1 拆股換算歷史
GEVGE Vernova Inc.Stock997$65.2 萬0.3%+15+1.5%加碼歷史
TFCTruist Financial CorpCOM12,899$63.5 萬0.3%+373+3.0%加碼歷史
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS12,491$63.2 萬0.3%+4,005+47.2%加碼歷史
PANWPalo Alto Networks IncStock3,340$61.5 萬0.3%−44−1.3%減碼歷史
First Tr Exchange-Traded FD33739Q705FT VEST S&P 50012,395$60.9 萬0.3%+65+0.5%加碼–
MELIMercadolibre IncCOM297$59.8 萬0.3%−5−1.7%減碼歷史
ANETArista Networks, Inc.Stock4,538$59.5 萬0.3%+113+2.6%加碼歷史
FCXFreeport-McMoran IncStock11,664$59.2 萬0.3%+380+3.4%加碼歷史
CDNSCadence Design Systems IncStock1,864$58.3 萬0.3%−15−0.8%減碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF5,395$57.6 萬0.3%+2,796+107.6%加碼–
IBKRInteractive Brokers Group, Inc.Stock8,175$52.6 萬0.2%+169+2.1%加碼歷史
BACBank of America CorpStock9,516$52.3 萬0.2%+102+1.1%加碼歷史
iShares Tr464288273EAFE SML CP ETF6,265$48.6 萬0.2%+2,459+64.6%加碼–
NEENextera Energy IncStock5,935$47.6 萬0.2%+84+1.4%加碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF9,887$47.4 萬0.2%+922+10.3%加碼–
ETNEaton Corp plcStock1,488$47.4 萬0.2%+31+2.1%加碼歷史
ISRGIntuitive Surgical IncCOM NEW819$46.4 萬0.2%+21+2.6%加碼歷史
KKRKKR & Co. Inc.COM3,551$45.3 萬0.2%+136+4.0%加碼歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF14,952$45.2 萬0.2%+14,952新進–
iShares MSCI USA Quality Factor ETF46432F339ETF2,240$44.5 萬0.2%+2,240新進–
MDBMongoDB, Inc.CL A1,003$42.1 萬0.2%+12+1.2%加碼歷史
iShares Tr464287788U.S. FINLS ETF3,201$41.3 萬0.2%−3,625−53.1%減碼–
iShares Tr464288869MICRO-CAP ETF2,607$41.1 萬0.2%+2,607新進–
VanEck Vectors ETF Tr92189H821DIGI TRANS ETF24,207$40.0 萬0.2%+3,313+15.9%加碼–
iShares Tr464288281JPMORGAN USD EMG3,961$38.1 萬0.2%−149,187−97.4%減碼–
iShares Tr464287549EXPND TEC SC ETF2,937$37.9 萬0.2%−613−17.3%減碼–
Pacer US Cash Cows 100 ETF69374H881ETF6,271$37.7 萬0.2%+2,496+66.1%加碼–

2025 年第 3 季之後清倉(71 檔)

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

Forefront Wealth Partners, LLC 在 2025 年第 3 季之後清倉的部位
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
First Tr Exchange-Traded FD33738D101NO AMER ENERGY259,434$993.4 萬2.5%–
iShares MSCI USA Momentum Factor ETF46432F396ETF37,777$968.8 萬2.4%–
Vanguard Intl Equity Index F922042676GLB EX US ETF196,638$938.7 萬2.4%–
PIMCO ETF Tr72201R30415+ YR US TIPS174,669$930.6 萬2.3%–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS156,787$922.7 萬2.3%–
SPDR Series Trust78464A490ST STR FTSE ETF229,938$901.6 萬2.3%–
DJPBarclays Bank PLCDJUBS CMDT ETN36219,140$776.6 萬2.0%歷史
Vanguard World FD921910709EXTENDED DUR108,119$740.1 萬1.9%–
iShares Tr464288588MBS ETF71,706$682.3 萬1.7%–
iShares Tips Bond ETF464287176ETF58,015$645.2 萬1.6%–
Invesco Exch Traded FD Tr II46138G508SR LN ETF296,443$620.5 萬1.6%–
iShares Core High Dividend ETF46429B663ETF38,137$467.0 萬1.2%–
iShares Tr4642886613 7 YR TREAS BD38,807$463.8 萬1.2%–
SPDR Series Trust78468R606ST PORT HIGH ETF184,037$440.6 萬1.1%–
Vanguard Real Estate ETF922908553ETF48,097$439.7 萬1.1%–
iShares MSCI USA Min Vol Factor ETF46429B697ETF45,630$434.1 萬1.1%–
iShares Tr464288372GLB INFRASTR ETF70,383$430.2 萬1.1%–
SPDR Series Trust78468R200ST STR RATE ETF112,253$346.4 萬0.9%–
iShares Tr46429B7470-5 YR TIPS ETF30,420$314.4 萬0.8%–
Vanguard Morningstar Value ETF922908744ETF16,623$310.0 萬0.8%–
DBX ETF Tr233051200XTRACK MSCI EAFE64,146$297.8 萬0.7%–
Vanguard Morningstar Small-Cap ETF922908751ETF9,721$247.2 萬0.6%–
iShares Tr46429B655FLTG RATE NT ETF45,126$230.5 萬0.6%–
iShares Tr4642874407-10 YR TRSY BD22,027$212.5 萬0.5%–
SPYSPDR S&P 500 ETF TrustETF2,956$196.9 萬0.5%歷史
VGVenture Global, Inc.COM CL A118,399$168.0 萬0.4%歷史
iShares Inc46434G509CUR HD MSCI EM47,743$160.7 萬0.4%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF13,916$155.1 萬0.4%–
SPDR Series Trust78468R622ST BLOO HIGH ETF12,873$126.1 萬0.3%–
IAUiShares Gold TrustETF16,201$117.9 萬0.3%歷史
WisdomTree Tr97717W562US SMALLCAP FUND17,832$99.6 萬0.3%–
NXXTNextnrg, Inc.COM501,000$91.7 萬0.2%歷史
iShares Tr464288513IBOXX HI YD ETF9,267$75.2 萬0.2%–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF17,591$74.1 萬0.2%–
Kurv ETF Tr500948302TECH TIT SEL ETF24,776$72.2 萬0.2%–
ETHAiShares Ethereum Trust ETFSHS19,923$62.8 萬0.2%歷史
iShares Tr46428743220 YR TR BD ETF6,464$57.8 萬0.1%–
ABTAbbott LaboratoriesStock3,493$46.8 萬0.1%歷史
ProShares Tr74347R107PSHS ULT S&P 5004,079$45.7 萬0.1%–
MDTMedtronic plcStock4,279$40.7 萬0.1%歷史
AMEAmetek IncCOM2,146$40.3 萬0.1%歷史
ProShares Tr74347R842PSHS ULTRUSS20007,945$36.8 萬0.1%–
Ssga Active ETF Tr78467V608ST STR BL LN ETF8,780$36.5 萬0.1%–
RZLVRezolve AI PLCORD SHS73,200$36.5 萬0.1%歷史
iShares Tr46436E825IBONDS 29 TRM TS16,162$35.5 萬0.1%–
EWEdwards Lifesciences CorpStock4,492$34.9 萬0.1%歷史
ONTOOnto Innovation Inc.COM2,591$33.5 萬0.1%歷史
PFEPfizer IncStock12,830$32.7 萬0.1%歷史
REGNRegeneron Pharmaceuticals, Inc.COM579$32.6 萬0.1%歷史
INCYIncyte CorpCOM3,744$31.8 萬0.1%歷史
RCATRed Cat Holdings, Inc.Stock29,000$30.0 萬0.1%歷史
Vanguard Information Technology ETF92204A702ETF393$29.3 萬0.1%–
DHRDanaher CorpStock1,475$29.2 萬0.1%歷史
CVXChevron CorpStock1,624$25.2 萬0.1%歷史
BXBlackstone Inc.COM1,464$25.0 萬0.1%歷史
BRK.BBerkshire Hathaway IncStock491$24.7 萬0.1%歷史
ABBVAbbVie Inc.Stock978$22.7 萬0.1%歷史
APPAppLovin CorpCOM CL A314$22.6 萬0.1%歷史
ZTSZoetis Inc.Stock1,526$22.3 萬0.1%歷史
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,170$22.2 萬0.1%–
GBTCGrayscale Bitcoin Trust ETFETF2,425$21.8 萬0.1%歷史
SPAISafe Pro Group Inc.COM30,500$21.4 萬0.1%歷史
AVAVAeroVironment IncCOM655$20.6 萬0.1%歷史
XOMExxonMobil Holdings CorpCOM1,821$20.5 萬0.1%歷史
SOUNSoundhound AI, Inc.CLASS A COM11,818$19.0 萬<0.1%歷史
ZURAZura Bio LtdCLASS A ORD SHS21,518$9.32 萬<0.1%歷史
ANNXAnnexon, Inc.COM27,027$8.24 萬<0.1%歷史
NKTXNkarta, Inc.COM39,452$8.17 萬<0.1%歷史
GERNGeron CorpCOM52,258$7.16 萬<0.1%歷史
MREOMereo BioPharma Group plcSPON ADS33,180$6.84 萬<0.1%歷史
CTMXCytomX Therapeutics, Inc.COM18,109$5.78 萬<0.1%歷史