Forefront Wealth Partners, LLC
- SEC CIK
- 0002068112
- 最新申報
- 2026/8/20
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/17 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 162
- 較 2025 年第 4 季 +23
- 總值
- $2.39 億
- 較 2025 年第 4 季 +$2,769 萬 (+13.1%)
| 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 ETF78464A854 | ETF | 369,144 | $2,825 萬 | 11.8% | +12,656+3.6% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 237,137 | $2,354 萬 | 9.9% | +34,619+17.1% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 203,770 | $997.1 萬 | 4.2% | +61,711+43.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 13,273 | $867.0 萬 | 3.6% | +2,011+17.9% | 加碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 174,665 | $708.1 萬 | 3.0% | +9,683+5.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 12,770 | $472.7 萬 | 2.0% | +2,828+28.4% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 26,677 | $465.3 萬 | 1.9% | +3,391+14.6% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 48,532 | $450.2 萬 | 1.9% | +1,477+3.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 18,761 | $390.7 萬 | 1.6% | +1,523+8.8% | 加碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 133,121 | $387.8 萬 | 1.6% | −8,537−6.0% | 減碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 37,148 | $379.8 萬 | 1.6% | −4,069−9.9% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 88,968 | $350.8 萬 | 1.5% | +12,660+16.6% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 16,590 | $350.3 萬 | 1.5% | +973+6.2% | 加碼 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 38,378 | $347.4 萬 | 1.5% | +4,102+12.0% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 68,149 | $311.1 萬 | 1.3% | +7,854+13.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 43,789 | $295.7 萬 | 1.2% | +5,372+14.0% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 41,934 | $292.5 萬 | 1.2% | +29,203+229.4% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 61,337 | $283.3 萬 | 1.2% | −174−0.3% | 減碼 | – |
| AAPLApple Inc. | Stock | 10,904 | $276.7 萬 | 1.2% | +1,108+11.3% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 58,471 | $274.3 萬 | 1.1% | +5,907+11.2% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 7,991 | $247.3 萬 | 1.0% | +1,491+22.9% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,287 | $237.7 萬 | 1.0% | +1,635+24.6% | 加碼 | 歷史 |
| Nushares ETF Tr67092P821 | NUVEEN DIVIDEND | 65,627 | $227.0 萬 | 1.0% | +13,467+25.8% | 加碼 | – |
| ETF Ser Solutions26922B105 | LHA MKT ST TACTL | 58,532 | $224.2 萬 | 0.9% | +12,863+28.2% | 加碼 | – |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 42,309 | $222.0 萬 | 0.9% | +8,783+26.2% | 加碼 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 13,378 | $218.8 萬 | 0.9% | +2,225+19.9% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 45,071 | $217.8 萬 | 0.9% | +3,524+8.5% | 加碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 42,914 | $216.0 萬 | 0.9% | +62+0.1% | 加碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 13,032 | $209.1 萬 | 0.9% | +2,294+21.4% | 加碼 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 89,161 | $199.6 萬 | 0.8% | +8,193+10.1% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 3,478 | $199.1 萬 | 0.8% | +1,025+41.8% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 31,487 | $197.4 萬 | 0.8% | −8,148−20.6% | 減碼 | – |
| MUMicron Technology Inc | Stock | 5,750 | $194.3 萬 | 0.8% | +630+12.3% | 加碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 58,293 | $178.8 萬 | 0.7% | −1,320−2.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 12,809 | $170.2 萬 | 0.7% | −2,438−16.0% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,771 | $165.6 萬 | 0.7% | +180+6.9% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 8,121 | $165.2 萬 | 0.7% | +536+7.1% | 加碼 | 歷史 |
| Global X FDS37960A529 | DEFENSE TECH ETF | 22,650 | $160.5 萬 | 0.7% | +22,650 | 新進 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,455 | $156.7 萬 | 0.7% | +793+17.0% | 加碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 33,631 | $150.9 萬 | 0.6% | +4,365+14.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,686 | $150.3 萬 | 0.6% | +754+19.2% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,311 | $141.2 萬 | 0.6% | +29+0.9% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 28,930 | $133.7 萬 | 0.6% | +4,908+20.4% | 加碼 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 3,449 | $132.2 萬 | 0.6% | −126−3.5% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 13,199 | $128.3 萬 | 0.5% | +1,922+17.0% | 加碼 | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 34,878 | $123.9 萬 | 0.5% | +34,878 | 新進 | – |
| TSLATesla, Inc. | Stock | 3,282 | $122.0 萬 | 0.5% | +567+20.9% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 910 | $120.2 萬 | 0.5% | +79+9.5% | 加碼 | 歷史 |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 49,971 | $119.7 萬 | 0.5% | +17,737+55.0% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 11,278 | $119.7 萬 | 0.5% | +1,476+15.1% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,525 | $118.4 萬 | 0.5% | +826+9.5% | 加碼 | – |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 10,557 | $118.2 萬 | 0.5% | −1,617−13.3% | 減碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 20,004 | $110.5 萬 | 0.5% | −5,239−20.8% | 減碼 | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 20,108 | $110.5 萬 | 0.5% | +3,437+20.6% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 27,663 | $107.5 萬 | 0.4% | +21,161+325.5% | 加碼 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 8,666 | $102.7 萬 | 0.4% | +5,729+195.1% | 加碼 | – |
| GEGeneral Electric Co | Stock | 3,534 | $100.3 萬 | 0.4% | +209+6.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 4,892 | $98.2 萬 | 0.4% | −1,220−20.0% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 1,125 | $98.2 萬 | 0.4% | +128+12.8% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 562 | $97.2 萬 | 0.4% | +265+89.2% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 23,459 | $90.1 萬 | 0.4% | +16,573+240.7% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,020 | $89.8 萬 | 0.4% | +1,470+11.7% | 加碼 | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 13,093 | $89.4 萬 | 0.4% | −27,514−67.8% | 減碼 | – |
| ORCLOracle Corp | Stock | 5,912 | $87.0 萬 | 0.4% | +922+18.5% | 加碼 | 歷史 |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 44,675 | $84.8 萬 | 0.4% | +2,726+6.5% | 加碼 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,050 | $80.0 萬 | 0.3% | +1,396+213.5% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 3,130 | $78.4 萬 | 0.3% | −1,818−36.7% | 減碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 13,116 | $77.6 萬 | 0.3% | +1,324+11.2% | 加碼 | – |
| PANWPalo Alto Networks Inc | Stock | 4,801 | $77.0 萬 | 0.3% | +1,461+43.7% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,791 | $76.2 萬 | 0.3% | +3+0.2% | 加碼 | 歷史 |
| iShares Tr464288869 | MICRO-CAP ETF | 4,769 | $76.1 萬 | 0.3% | +2,162+82.9% | 加碼 | – |
| UBERUber Technologies, Inc | Stock | 10,070 | $72.4 萬 | 0.3% | +907+9.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,444 | $72.2 萬 | 0.3% | +141+10.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,374 | $71.7 萬 | 0.3% | +383+19.2% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 771 | $70.9 萬 | 0.3% | +40+5.5% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,795 | $70.8 萬 | 0.3% | +793+26.4% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 7,123 | $70.6 萬 | 0.3% | −3,695−34.2% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,706 | $70.1 萬 | 0.3% | +2,451+57.6% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,497 | $69.0 萬 | 0.3% | +678+82.8% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 4,653 | $68.1 萬 | 0.3% | +2,829+155.1% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 5,454 | $67.0 萬 | 0.3% | +916+20.2% | 加碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 6,086 | $66.7 萬 | 0.3% | +1,151+23.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D747 | VEST INVESTMENT | 33,197 | $65.0 萬 | 0.3% | +279+0.8% | 加碼 | – |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 25,174 | $64.3 萬 | 0.3% | +93+0.4% | 加碼 | – |
| TFCTruist Financial Corp | COM | 13,408 | $61.6 萬 | 0.3% | +509+3.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,248 | $61.4 萬 | 0.3% | +104+9.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,215 | $60.9 萬 | 0.3% | +820+15.2% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 12,454 | $60.7 萬 | 0.3% | +59+0.5% | 加碼 | – |
| SHOPShopify Inc. | Stock | 4,991 | $59.2 萬 | 0.2% | +2,830+131.0% | 加碼 | 歷史 |
| Ea Series Trust02072L375 | TBG DIVID FO ETF | 15,527 | $54.1 萬 | 0.2% | +15,527 | 新進 | – |
| ETNEaton Corp plc | Stock | 1,484 | $53.1 萬 | 0.2% | −4−0.3% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 4,482 | $52.9 萬 | 0.2% | +2,367+111.9% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 3,449 | $52.0 萬 | 0.2% | +2,153+166.1% | 加碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,476 | $51.0 萬 | 0.2% | −947−21.4% | 減碼 | – |
| INTUIntuit Inc. | Stock | 1,161 | $50.2 萬 | 0.2% | +1,161 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,304 | $49.8 萬 | 0.2% | +5,304 | 新進 | 歷史 |
| BXBlackstone Inc. | COM | 4,323 | $49.7 萬 | 0.2% | +4,323 | 新進 | 歷史 |
| KKRKKR & Co. Inc. | COM | 5,342 | $49.4 萬 | 0.2% | +1,791+50.4% | 加碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 6,200 | $48.6 萬 | 0.2% | −65−1.0% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 7,655 | $47.9 萬 | 0.2% | +1,384+22.1% | 加碼 | – |
2025 年第 4 季之後清倉（9 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| IBKRInteractive Brokers Group, Inc. | Stock | 8,175 | $52.6 萬 | 0.2% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,137 | $37.5 萬 | 0.2% | 歷史 |
| BABoeing Co | Stock | 1,507 | $32.7 萬 | 0.2% | 歷史 |
| TTDTrade Desk, Inc. | Stock | 7,794 | $29.6 萬 | 0.1% | 歷史 |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 4,013 | $26.3 萬 | 0.1% | – |
| JPMJPMorgan Chase & Co | Stock | 696 | $22.4 萬 | 0.1% | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,156 | $22.4 萬 | 0.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 550 | $21.4 萬 | 0.1% | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 4,452 | $21.0 萬 | 0.1% | – |