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 |
|---|---|---|---|---|---|---|---|
| INVZInnoviz Technologies Ltd. | SHS | 34,243 | $2.17 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EVGOEVgo Inc. | CL A COM | 12,870 | $2.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| FICOFair Isaac Corp | COM | 189 | $20.2 萬 | 0.1% | +189 | 新進 | 歷史 |
| ELVElevance Health, Inc. | Stock | 695 | $20.3 萬 | 0.1% | −23−3.2% | 減碼 | 歷史 |
| iShares Tr46436E403 | MSCI US GARP ETF | 3,187 | $20.4 萬 | 0.1% | +3,187 | 新進 | – |
| KOCoca Cola Co | Stock | 2,720 | $20.7 萬 | 0.1% | +2,720 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 729 | $21.0 萬 | 0.1% | +8+1.1% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 386 | $21.2 萬 | 0.1% | +386 | 新進 | 歷史 |
| ARMArm Holdings PLC | ADR | 1,403 | $21.2 萬 | 0.1% | +1,403 | 新進 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 617 | $21.3 萬 | 0.1% | +617 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 2,318 | $21.5 萬 | 0.1% | −3,617−60.9% | 減碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 5,167 | $21.7 萬 | 0.1% | +236+4.8% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 376 | $21.7 萬 | 0.1% | +46+13.9% | 加碼 | – |
| FCXFreeport-McMoran Inc | Stock | 3,732 | $21.9 萬 | 0.1% | −7,932−68.0% | 減碼 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 2,898 | $22.5 萬 | 0.1% | −178−5.8% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 6,420 | $22.8 萬 | 0.1% | +6,420 | 新進 | – |
| WMTWalmart Inc. | Stock | 1,847 | $23.0 萬 | 0.1% | −45−2.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 1,121 | $23.2 萬 | 0.1% | +1,121 | 新進 | 歷史 |
| OZKBank OZK | COM | 5,158 | $23.7 萬 | 0.1% | +22+0.4% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 993 | $23.8 萬 | 0.1% | +993 | 新進 | – |
| iShares Tr46436E361 | BLOCKCHAIN & TEC | 6,520 | $23.8 萬 | 0.1% | −1,350−17.2% | 減碼 | – |
| FIXComfort Systems USA Inc | COM | 174 | $24.0 萬 | 0.1% | +174 | 新進 | 歷史 |
| RTXRTX Corp | Stock | 1,266 | $24.4 萬 | 0.1% | +15+1.2% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 3,579 | $24.4 萬 | 0.1% | +3,579 | 新進 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,638 | $25.4 萬 | 0.1% | 00.0% | 不變 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 2,372 | $25.6 萬 | 0.1% | −210−8.1% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 850 | $26.4 萬 | 0.1% | +107+14.4% | 加碼 | 歷史 |
| NBISNebius Group N.V. | Stock | 2,618 | $27.2 萬 | 0.1% | +2,618 | 新進 | 歷史 |
| MDBMongoDB, Inc. | CL A | 1,112 | $27.2 萬 | 0.1% | +109+10.9% | 加碼 | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 411 | $28.1 萬 | 0.1% | +2+0.5% | 加碼 | 歷史 |
| VSTVistra Corp. | Stock | 1,881 | $28.3 萬 | 0.1% | +1,881 | 新進 | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 7,261 | $28.3 萬 | 0.1% | +7,261 | 新進 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,661 | $29.0 萬 | 0.1% | +3,661 | 新進 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 882 | $29.8 萬 | 0.1% | +6+0.7% | 加碼 | 歷史 |
| VanEck Vectors ETF Tr92189H821 | DIGI TRANS ETF | 20,053 | $29.9 萬 | 0.1% | −4,154−17.2% | 減碼 | – |
| BACBank of America Corp | Stock | 6,339 | $30.9 萬 | 0.1% | −3,177−33.4% | 減碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 6,440 | $30.9 萬 | 0.1% | +388+6.4% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,095 | $32.1 萬 | 0.1% | −572−12.3% | 減碼 | – |
| RBRKRubrik, Inc. | Stock | 6,605 | $32.3 萬 | 0.1% | +6,605 | 新進 | 歷史 |
| SESea Ltd | SPONSORD ADS | 3,935 | $32.6 萬 | 0.1% | +3,935 | 新進 | 歷史 |
| DEDeere & Co | Stock | 585 | $33.0 萬 | 0.1% | −6−1.0% | 減碼 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 2,816 | $33.1 萬 | 0.1% | −385−12.0% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 779 | $33.5 萬 | 0.1% | −123−13.6% | 減碼 | 歷史 |
| SYKStryker Corp | Stock | 1,027 | $33.7 萬 | 0.1% | +1,027 | 新進 | 歷史 |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 8,797 | $34.5 萬 | 0.1% | −3,694−29.6% | 減碼 | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 2,000 | $34.9 萬 | 0.1% | +2,000 | 新進 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 1,797 | $37.1 萬 | 0.2% | +1,797 | 新進 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,678 | $37.9 萬 | 0.2% | +2,678 | 新進 | – |
| SPOTSpotify Technology S.A. | Stock | 784 | $38.0 萬 | 0.2% | +784 | 新進 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,260 | $40.0 萬 | 0.2% | +299+7.5% | 加碼 | – |
| GLWCorning Inc | COM | 2,969 | $40.4 萬 | 0.2% | +25+0.8% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,506 | $40.6 萬 | 0.2% | +691+10.1% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,123 | $40.7 萬 | 0.2% | −117−5.2% | 減碼 | – |
| BSXBoston Scientific Corp | Stock | 6,499 | $40.8 萬 | 0.2% | +4,274+192.1% | 加碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 1,487 | $41.3 萬 | 0.2% | −377−20.2% | 減碼 | 歷史 |
| DTDynatrace, Inc. | Stock | 11,391 | $42.1 萬 | 0.2% | +6,712+143.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 14,588 | $43.9 萬 | 0.2% | −364−2.4% | 減碼 | – |
| APOApollo Global Management, Inc. | COM | 4,037 | $45.0 萬 | 0.2% | +4,037 | 新進 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 9,471 | $45.3 萬 | 0.2% | −416−4.2% | 減碼 | – |
| NFLXNetflix Inc | Stock | 4,719 | $45.4 萬 | 0.2% | +4,719 | 新進 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,726 | $46.7 萬 | 0.2% | +3,726 | 新進 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,112 | $47.2 萬 | 0.2% | +1,112 | 新進 | 歷史 |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 7,655 | $47.9 萬 | 0.2% | +1,384+22.1% | 加碼 | – |
| iShares Tr464288273 | EAFE SML CP ETF | 6,200 | $48.6 萬 | 0.2% | −65−1.0% | 減碼 | – |
| KKRKKR & Co. Inc. | COM | 5,342 | $49.4 萬 | 0.2% | +1,791+50.4% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 4,323 | $49.7 萬 | 0.2% | +4,323 | 新進 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,304 | $49.8 萬 | 0.2% | +5,304 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 1,161 | $50.2 萬 | 0.2% | +1,161 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,476 | $51.0 萬 | 0.2% | −947−21.4% | 減碼 | – |
| SNOWSnowflake Inc. | Stock | 3,449 | $52.0 萬 | 0.2% | +2,153+166.1% | 加碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 4,482 | $52.9 萬 | 0.2% | +2,367+111.9% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 1,484 | $53.1 萬 | 0.2% | −4−0.3% | 減碼 | 歷史 |
| Ea Series Trust02072L375 | TBG DIVID FO ETF | 15,527 | $54.1 萬 | 0.2% | +15,527 | 新進 | – |
| SHOPShopify Inc. | Stock | 4,991 | $59.2 萬 | 0.2% | +2,830+131.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 12,454 | $60.7 萬 | 0.3% | +59+0.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 6,215 | $60.9 萬 | 0.3% | +820+15.2% | 加碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,248 | $61.4 萬 | 0.3% | +104+9.1% | 加碼 | 歷史 |
| TFCTruist Financial Corp | COM | 13,408 | $61.6 萬 | 0.3% | +509+3.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 25,174 | $64.3 萬 | 0.3% | +93+0.4% | 加碼 | – |
| First Tr Exchange-Traded FD33738D747 | VEST INVESTMENT | 33,197 | $65.0 萬 | 0.3% | +279+0.8% | 加碼 | – |
| ALABAstera Labs, Inc. | Stock | 6,086 | $66.7 萬 | 0.3% | +1,151+23.3% | 加碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 5,454 | $67.0 萬 | 0.3% | +916+20.2% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 4,653 | $68.1 萬 | 0.3% | +2,829+155.1% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,497 | $69.0 萬 | 0.3% | +678+82.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 6,706 | $70.1 萬 | 0.3% | +2,451+57.6% | 加碼 | 歷史 |
| MRVLMarvell Technology, Inc. | COM | 7,123 | $70.6 萬 | 0.3% | −3,695−34.2% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,795 | $70.8 萬 | 0.3% | +793+26.4% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 771 | $70.9 萬 | 0.3% | +40+5.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,374 | $71.7 萬 | 0.3% | +383+19.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,444 | $72.2 萬 | 0.3% | +141+10.8% | 加碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 10,070 | $72.4 萬 | 0.3% | +907+9.9% | 加碼 | 歷史 |
| iShares Tr464288869 | MICRO-CAP ETF | 4,769 | $76.1 萬 | 0.3% | +2,162+82.9% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 1,791 | $76.2 萬 | 0.3% | +3+0.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,801 | $77.0 萬 | 0.3% | +1,461+43.7% | 加碼 | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 13,116 | $77.6 萬 | 0.3% | +1,324+11.2% | 加碼 | – |
| VRTVertiv Holdings Co | COM CL A | 3,130 | $78.4 萬 | 0.3% | −1,818−36.7% | 減碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,050 | $80.0 萬 | 0.3% | +1,396+213.5% | 加碼 | 歷史 |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 44,675 | $84.8 萬 | 0.4% | +2,726+6.5% | 加碼 | – |
| ORCLOracle Corp | Stock | 5,912 | $87.0 萬 | 0.4% | +922+18.5% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 13,093 | $89.4 萬 | 0.4% | −27,514−67.8% | 減碼 | – |
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% | – |