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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
INVZInnoviz Technologies Ltd.SHS34,243$2.92 萬<0.1%+34,243新進歷史
EVGOEVgo Inc.CL A COM12,870$3.75 萬<0.1%+12,870新進歷史
Invesco QQQ Trust Series I46090E103ETF330$20.3 萬0.1%−2,365−87.8%減碼–
DTDynatrace, Inc.Stock4,679$20.3 萬0.1%+4,679新進歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF4,452$21.0 萬0.1%+4,452新進–
WMTWalmart Inc.Stock1,892$21.1 萬0.1%+1,892新進歷史
BSXBoston Scientific CorpStock2,225$21.2 萬0.1%+118+5.6%加碼歷史
ROKRockwell Automation, IncStock550$21.4 萬0.1%+550新進歷史
ETF Ser Solutions26922A222APTUS COLLRD INV4,931$21.5 萬0.1%+4,931新進–
CRWVCoreWeave, Inc.Stock3,076$22.0 萬0.1%+3,076新進歷史
BMYBristol Myers Squibb CoStock4,156$22.4 萬0.1%+4,156新進歷史
JPMJPMorgan Chase & CoStock696$22.4 萬0.1%+696新進歷史
GOOGLAlphabet Inc.Stock721$22.6 萬0.1%+721新進歷史
MCDMcDonalds CorpStock743$22.7 萬0.1%+14+1.9%加碼歷史
RTXRTX CorpStock1,251$23.0 萬0.1%+1,251新進歷史
NOCNorthrop Grumman CorpStock409$23.3 萬0.1%+40+10.8%加碼歷史
OZKBank OZKCOM5,136$23.6 萬0.1%+23+0.4%加碼歷史
ELVElevance Health, Inc.Stock718$25.2 萬0.1%−45−5.9%減碼歷史
Dimensional U.S. Core Equity 2 ETF25434V708ETF6,502$25.7 萬0.1%+6,502新進–
GLWCorning IncCOM2,944$25.8 萬0.1%−83−2.7%減碼歷史
SPDR Index Shs FDS78463X756ST MARKE CAP ETF4,013$26.3 萬0.1%−3,039−43.1%減碼–
TSMTaiwan Semiconductor Manufacturing Co LtdADR876$26.6 萬0.1%−741−45.8%減碼歷史
SPDR Series Trust78464A755ST STR SP METAL2,582$26.8 萬0.1%+84+3.4%加碼–
iShares Core S&P U.S. Growth ETF464287671ETF1,638$27.5 萬0.1%+1,638新進–
DEDeere & CoStock591$27.5 萬0.1%+27+4.8%加碼歷史
SNOWSnowflake Inc.Stock1,296$28.4 萬0.1%+108+9.1%加碼歷史
DDOGDatadog, Inc.CL A COM2,115$28.8 萬0.1%+89+4.4%加碼歷史
Vanguard Total International Bond ETF92203J407ETF6,052$29.2 萬0.1%−332,713−98.2%減碼–
TTDTrade Desk, Inc.Stock7,794$29.6 萬0.1%−1,317−14.5%減碼歷史
CRWDCrowdStrike Holdings, Inc.Stock654$30.7 萬0.1%−13−1.9%減碼歷史
iShares Tr46436E361BLOCKCHAIN & TEC7,870$32.2 萬0.2%+240+3.1%加碼–
PLTRPalantir Technologies Inc.Stock1,824$32.4 萬0.2%+1,824新進歷史
BABoeing CoStock1,507$32.7 萬0.2%+27+1.8%加碼歷史
IBITiShares Bitcoin Trust ETFETF6,886$34.2 萬0.2%−7,731−52.9%減碼歷史
SHOPShopify Inc.Stock2,161$34.8 萬0.2%−469−17.8%減碼歷史
GLDSPDR Gold TrustETF902$35.7 萬0.2%+57+6.7%加碼歷史
Vanguard Ftse Emerging Markets ETF922042858ETF6,815$36.6 萬0.2%−89,626−92.9%減碼–
Vanguard Short-Term Bond ETF921937827ETF4,667$36.8 萬0.2%+900+23.9%加碼–
UNHUnitedHealth Group IncStock1,137$37.5 萬0.2%−1,169−50.7%減碼歷史
Pacer US Cash Cows 100 ETF69374H881ETF6,271$37.7 萬0.2%+2,496+66.1%加碼–
iShares Tr464287549EXPND TEC SC ETF2,937$37.9 萬0.2%−613−17.3%減碼–
iShares Tr464288281JPMORGAN USD EMG3,961$38.1 萬0.2%−149,187−97.4%減碼–
VanEck Vectors ETF Tr92189H821DIGI TRANS ETF24,207$40.0 萬0.2%+3,313+15.9%加碼–
iShares Tr464288869MICRO-CAP ETF2,607$41.1 萬0.2%+2,607新進–
iShares Tr464287788U.S. FINLS ETF3,201$41.3 萬0.2%−3,625−53.1%減碼–
MDBMongoDB, Inc.CL A1,003$42.1 萬0.2%+12+1.2%加碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF2,240$44.5 萬0.2%+2,240新進–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF14,952$45.2 萬0.2%+14,952新進–
KKRKKR & Co. Inc.COM3,551$45.3 萬0.2%+136+4.0%加碼歷史
ISRGIntuitive Surgical IncCOM NEW819$46.4 萬0.2%+21+2.6%加碼歷史
ETNEaton Corp plcStock1,488$47.4 萬0.2%+31+2.1%加碼歷史
SPDR Series Trust78468R739ST NUVE TERM ETF9,887$47.4 萬0.2%+922+10.3%加碼–
NEENextera Energy IncStock5,935$47.6 萬0.2%+84+1.4%加碼歷史
iShares Tr464288273EAFE SML CP ETF6,265$48.6 萬0.2%+2,459+64.6%加碼–
BACBank of America CorpStock9,516$52.3 萬0.2%+102+1.1%加碼歷史
IBKRInteractive Brokers Group, Inc.Stock8,175$52.6 萬0.2%+169+2.1%加碼歷史
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF5,395$57.6 萬0.3%+2,796+107.6%加碼–
CDNSCadence Design Systems IncStock1,864$58.3 萬0.3%−15−0.8%減碼歷史
FCXFreeport-McMoran IncStock11,664$59.2 萬0.3%+380+3.4%加碼歷史
ANETArista Networks, Inc.Stock4,538$59.5 萬0.3%+113+2.6%加碼歷史
MELIMercadolibre IncCOM297$59.8 萬0.3%−5−1.7%減碼歷史
First Tr Exchange-Traded FD33739Q705FT VEST S&P 50012,395$60.9 萬0.3%+65+0.5%加碼–
PANWPalo Alto Networks IncStock3,340$61.5 萬0.3%−44−1.3%減碼歷史
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS12,491$63.2 萬0.3%+4,005+47.2%加碼歷史
TFCTruist Financial CorpCOM12,899$63.5 萬0.3%+373+3.0%加碼歷史
GEVGE Vernova Inc.Stock997$65.2 萬0.3%+15+1.5%加碼歷史
NOWServiceNow, Inc.Stock4,255$65.2 萬0.3%+80+1.9%加碼依 5 比 1 拆股換算歷史
First Tr Exchange-Traded FD33738D879FT VEST RIS25,081$65.8 萬0.3%+443+1.8%加碼–
First Tr Exchange-Traded FD33738D747VEST INVESTMENT32,918$66.2 萬0.3%+621+1.9%加碼–
TMOThermo Fisher Scientific Inc.Stock1,144$66.3 萬0.3%−243−17.5%減碼歷史
iShares Tr464288521CRE U S REIT ETF11,792$67.2 萬0.3%+3,987+51.1%加碼–
Global X FDS37954Y236DATA CTR DIG ETF32,234$68.0 萬0.3%+32,234新進–
State Street Health Care Select Sector SPDR ETF81369Y209ETF4,423$68.5 萬0.3%−237−5.1%減碼–
VVisa Inc.Stock1,991$69.9 萬0.3%+23+1.2%加碼歷史
MAMastercard IncStock1,303$74.4 萬0.4%−11−0.8%減碼歷史
UBERUber Technologies, IncStock9,163$74.9 萬0.4%−732−7.4%減碼歷史
Vanguard Ftse Developed Markets ETF921943858ETF12,550$78.4 萬0.4%−110,345−89.8%減碼–
LLYEli Lilly & CoStock731$78.6 萬0.4%−10−1.3%減碼歷史
CRMSalesforce, Inc.Stock3,002$79.5 萬0.4%+52+1.8%加碼歷史
VRTVertiv Holdings CoCOM CL A4,948$80.2 萬0.4%+162+3.4%加碼歷史
Pacer Trendpilot US Bond ETF69374H642ETF41,949$81.4 萬0.4%+9,996+31.3%加碼–
ALABAstera Labs, Inc.Stock4,935$82.1 萬0.4%+196+4.1%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF12,731$85.6 萬0.4%+4,671+58.0%加碼–
ASMLASML Holding NVADR831$88.9 萬0.4%−80−8.8%減碼歷史
MRVLMarvell Technology, Inc.COM10,818$91.9 萬0.4%+90+0.8%加碼歷史
SPGIS&P Global Inc.Stock1,788$93.4 萬0.4%+2+0.1%加碼歷史
Franklin Templeton ETF Tr35473P884US MID CP MLTFCT16,671$93.8 萬0.4%+5,178+45.1%加碼–
ORCLOracle CorpStock4,990$97.3 萬0.5%+2,872+135.6%加碼歷史
GEGeneral Electric CoStock3,325$102.4 萬0.5%+159+5.0%加碼歷史
iShares Core S&P Small Cap ETF464287804ETF8,699$104.5 萬0.5%+1,111+14.6%加碼–
iShares Tr464288414NATIONAL MUN ETF9,802$105.0 萬0.5%+153+1.6%加碼–
iShares Russell Midcap ETF464287499ETF11,277$108.6 萬0.5%+3,540+45.8%加碼–
iShares Tr46434V456MSCI INTL QUALTY24,022$109.2 萬0.5%−518−2.1%減碼–
TSLATesla, Inc.Stock2,715$122.1 萬0.6%−1,149−29.7%減碼歷史
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH6,112$126.2 萬0.6%+987+19.3%加碼–
VanEck Semiconductor ETF92189F676ETF3,575$128.7 萬0.6%−69−1.9%減碼–
Pacer US Small Cap Cash Cows ETF69374H857ETF29,266$129.9 萬0.6%+5,684+24.1%加碼–
First Tr Exchange-Traded FD33737K205INDXX NEXTG ETF12,174$131.2 萬0.6%+942+8.4%加碼–
Vanguard Morningstar Total Stock Market ETF922908769ETF3,932$131.8 萬0.6%+786+25.0%加碼–
Vanguard Morningstar Mid-Cap ETF922908629ETF4,662$135.3 萬0.6%−91−1.9%減碼–

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