Forefront Wealth Partners, LLC
- SEC CIK
- 0002068112
- 最新申報
- 2026/8/20
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/20 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 177
- 較 2026 年第 1 季 +15
- 總值
- $3.23 億
- 較 2026 年第 1 季 +$8,383 萬 (+35.1%)
| 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 | 409,741 | $3,601 萬 | 11.2% | +40,597+11.0% | 加碼 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 290,048 | $2,871 萬 | 8.9% | +52,911+22.3% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 210,176 | $1,109 萬 | 3.4% | +6,406+3.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,935 | $968.6 萬 | 3.0% | −338−2.5% | 減碼 | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 220,479 | $894.8 萬 | 2.8% | +45,814+26.2% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 28,832 | $576.9 萬 | 1.8% | +2,155+8.1% | 加碼 | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 108,013 | $559.3 萬 | 1.7% | +49,542+84.7% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 148,904 | $503.9 萬 | 1.6% | +15,783+11.9% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 120,122 | $495.5 萬 | 1.5% | +112,861+1,554.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 19,562 | $466.2 萬 | 1.4% | +801+4.3% | 加碼 | 歷史 |
| ETF Ser Solutions26922B105 | LHA MKT ST TACTL | 108,681 | $466.1 萬 | 1.4% | +50,149+85.7% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 12,430 | $463.7 萬 | 1.4% | −340−2.7% | 減碼 | 歷史 |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 79,039 | $460.5 萬 | 1.4% | +36,730+86.8% | 加碼 | – |
| iShares Core S&P US Value ETF464287663 | ETF | 39,329 | $433.2 萬 | 1.3% | +2,181+5.9% | 加碼 | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 45,501 | $427.3 萬 | 1.3% | −3,031−6.2% | 減碼 | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 83,261 | $421.4 萬 | 1.3% | +49,630+147.6% | 加碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 96,676 | $417.1 萬 | 1.3% | +7,708+8.7% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 6,417 | $372.8 萬 | 1.2% | −1,704−21.0% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 3,220 | $371.7 萬 | 1.2% | −2,530−44.0% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 38,264 | $369.6 萬 | 1.1% | −114−0.3% | 減碼 | – |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 162,919 | $363.5 萬 | 1.1% | +73,758+82.7% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 43,058 | $356.7 萬 | 1.1% | +1,124+2.7% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 9,270 | $350.2 萬 | 1.1% | +1,279+16.0% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,006 | $343.8 萬 | 1.1% | +2,235+80.7% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 43,714 | $337.1 萬 | 1.0% | −75−0.2% | 減碼 | – |
| First Tr Exchange-Traded FD33737A108 | NASDQ CLN EDGE | 17,172 | $329.3 萬 | 1.0% | +3,794+28.4% | 加碼 | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 30,003 | $322.9 萬 | 1.0% | +18,725+166.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 8,990 | $317.6 萬 | 1.0% | +703+8.5% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 10,974 | $317.5 萬 | 1.0% | +70+0.6% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 62,051 | $312.4 萬 | 1.0% | +19,137+44.6% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 12,401 | $281.6 萬 | 0.9% | −4,189−25.3% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 60,374 | $278.6 萬 | 0.9% | −963−1.6% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 83,215 | $263.9 萬 | 0.8% | +24,922+42.8% | 加碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 23,781 | $262.4 萬 | 0.8% | +10,582+80.2% | 加碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 44,929 | $259.1 萬 | 0.8% | −142−0.3% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 13,093 | $249.4 萬 | 0.8% | +284+2.2% | 加碼 | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 12,946 | $239.4 萬 | 0.7% | −86−0.7% | 減碼 | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 40,594 | $235.0 萬 | 0.7% | +20,486+101.9% | 加碼 | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 52,388 | $232.4 萬 | 0.7% | +24,725+89.4% | 加碼 | – |
| METAMeta Platforms, Inc. | Stock | 4,039 | $227.5 萬 | 0.7% | +561+16.1% | 加碼 | 歷史 |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 73,383 | $222.9 萬 | 0.7% | +23,412+46.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,719 | $211.6 萬 | 0.7% | +1,033+22.0% | 加碼 | – |
| Global X FDS37960A529 | DEFENSE TECH ETF | 35,209 | $210.2 萬 | 0.7% | +12,559+55.4% | 加碼 | – |
| MRVLMarvell Technology, Inc. | COM | 6,787 | $202.2 萬 | 0.6% | −336−4.7% | 減碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 4,141 | $200.0 萬 | 0.6% | −1,945−32.0% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 21,793 | $195.8 萬 | 0.6% | −9,694−30.8% | 減碼 | – |
| iShares Tr464288869 | MICRO-CAP ETF | 9,583 | $191.7 萬 | 0.6% | +4,814+100.9% | 加碼 | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 18,715 | $188.4 萬 | 0.6% | +18,715 | 新進 | – |
| VanEck Semiconductor ETF92189F676 | ETF | 2,872 | $188.4 萬 | 0.6% | −577−16.7% | 減碼 | – |
| iShares Tr464288521 | CRE U S REIT ETF | 27,155 | $180.4 萬 | 0.6% | +14,039+107.0% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 22,216 | $179.0 萬 | 0.6% | +396+1.8% | 加碼依 4 比 1 拆股換算 | – |
| ASMLASML Holding NV | ADR | 857 | $170.5 萬 | 0.5% | −53−5.8% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 4,911 | $167.5 萬 | 0.5% | +110+2.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 13,948 | $166.0 萬 | 0.5% | +7,733+124.4% | 加碼 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13,142 | $163.2 萬 | 0.5% | −102−0.8% | 減碼依 4 比 1 拆股換算 | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,061 | $157.3 萬 | 0.5% | +11+0.5% | 加碼 | 歷史 |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 80,150 | $153.6 萬 | 0.5% | +35,475+79.4% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 21,276 | $151.6 萬 | 0.5% | +7,256+51.8% | 加碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 29,779 | $150.1 萬 | 0.5% | −38,370−56.3% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,665 | $143.3 萬 | 0.4% | +140+1.5% | 加碼 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 8,710 | $142.5 萬 | 0.4% | +44+0.5% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,330 | $140.1 萬 | 0.4% | +48+1.5% | 加碼 | 歷史 |
| iShares Tr46434V456 | MSCI INTL QUALTY | 27,850 | $138.0 萬 | 0.4% | −1,080−3.7% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 1,104 | $129.7 萬 | 0.4% | −21−1.9% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 3,468 | $129.6 萬 | 0.4% | −66−1.9% | 減碼 | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 15,655 | $128.8 萬 | 0.4% | +9,455+152.5% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 20,509 | $127.6 萬 | 0.4% | +12,854+167.9% | 加碼 | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 35,318 | $119.2 萬 | 0.4% | +440+1.3% | 加碼 | – |
| DDOGDatadog, Inc. | CL A COM | 4,439 | $115.6 萬 | 0.4% | −43−1.0% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33737K205 | INDXX NEXTG ETF | 7,465 | $114.5 萬 | 0.4% | −3,092−29.3% | 減碼 | – |
| Fidelity High Dividend ETF316092840 | ETF | 17,617 | $106.2 萬 | 0.3% | −2,387−11.9% | 減碼 | – |
| MELIMercadolibre Inc | COM | 617 | $104.7 萬 | 0.3% | +55+9.8% | 加碼 | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 12,905 | $104.6 萬 | 0.3% | −188−1.4% | 減碼 | – |
| Ea Series Trust02072L375 | TBG DIVID FO ETF | 28,297 | $103.2 萬 | 0.3% | +12,770+82.2% | 加碼 | – |
| PLTRPalantir Technologies Inc. | Stock | 8,827 | $103.0 萬 | 0.3% | +4,174+89.7% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 3,061 | $102.5 萬 | 0.3% | −69−2.2% | 減碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 21,195 | $101.7 萬 | 0.3% | +11,724+123.8% | 加碼 | – |
| ANETArista Networks, Inc. | Stock | 5,886 | $100.0 萬 | 0.3% | +432+7.9% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 3,951 | $97.9 萬 | 0.3% | −941−19.2% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 775 | $93.0 萬 | 0.3% | +4+0.5% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 3,620 | $92.1 萬 | 0.3% | +171+5.0% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,206 | $91.0 萬 | 0.3% | +294+5.0% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,431 | $83.4 萬 | 0.3% | +57+2.4% | 加碼 | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 24,127 | $80.3 萬 | 0.2% | +668+2.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,062 | $78.2 萬 | 0.2% | +686+182.4% | 加碼 | – |
| NBISNebius Group N.V. | Stock | 2,776 | $76.7 萬 | 0.2% | +158+6.0% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 2,988 | $76.3 萬 | 0.2% | +19+0.6% | 加碼 | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 7,886 | $76.1 萬 | 0.2% | +3,626+85.1% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,624 | $75.7 萬 | 0.2% | +1,946+72.7% | 加碼 | – |
| MAMastercard Inc | Stock | 1,447 | $74.3 萬 | 0.2% | +3+0.2% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,592 | $74.0 萬 | 0.2% | +8,592 | 新進 | – |
| UBERUber Technologies, Inc | Stock | 10,238 | $73.9 萬 | 0.2% | +168+1.7% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 25,005 | $73.5 萬 | 0.2% | −169−0.7% | 減碼 | – |
| AXONAxon Enterprise, Inc. | COM | 1,302 | $73.0 萬 | 0.2% | +190+17.1% | 加碼 | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,784 | $72.7 萬 | 0.2% | −7−0.4% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 12,037 | $71.8 萬 | 0.2% | +4,531+60.4% | 加碼 | – |
| NOWServiceNow, Inc. | Stock | 7,230 | $71.8 萬 | 0.2% | +524+7.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,771 | $70.4 萬 | 0.2% | +274+18.3% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 13,815 | $69.8 萬 | 0.2% | +1,361+10.9% | 加碼 | – |
| TFCTruist Financial Corp | COM | 13,240 | $66.0 萬 | 0.2% | −168−1.3% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（13 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Nushares ETF Tr67092P821 | NUVEEN DIVIDEND | 65,627 | $227.0 萬 | 1.0% | – |
| DTDynatrace, Inc. | Stock | 11,391 | $42.1 萬 | 0.2% | 歷史 |
| BSXBoston Scientific Corp | Stock | 6,499 | $40.8 萬 | 0.2% | 歷史 |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 8,797 | $34.5 萬 | 0.1% | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 411 | $28.1 萬 | 0.1% | 歷史 |
| MDBMongoDB, Inc. | CL A | 1,112 | $27.2 萬 | 0.1% | 歷史 |
| FIXComfort Systems USA Inc | COM | 174 | $24.0 萬 | 0.1% | 歷史 |
| CVXChevron Corp | Stock | 1,121 | $23.2 萬 | 0.1% | 歷史 |
| WMTWalmart Inc. | Stock | 1,847 | $23.0 萬 | 0.1% | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 3,732 | $21.9 萬 | 0.1% | 歷史 |
| NEENextera Energy Inc | Stock | 2,318 | $21.5 萬 | 0.1% | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 617 | $21.3 萬 | 0.1% | 歷史 |
| PWRQuanta Services, Inc. | COM | 386 | $21.2 萬 | 0.1% | 歷史 |