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 |
|---|---|---|---|---|---|---|---|
| EVGOEVgo Inc. | CL A COM | 12,870 | $2.46 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| INVZInnoviz Technologies Ltd. | SHS | 34,243 | $2.61 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 673 | $20.2 萬 | 0.1% | +673 | 新進 | – |
| Defiance Quantum ETF26922A420 | ETF | 1,264 | $20.9 萬 | 0.1% | +1,264 | 新進 | – |
| iShares Tr464289859 | CORE 80 20 ETF | 2,152 | $21.0 萬 | 0.1% | +2,152 | 新進 | – |
| KOCoca Cola Co | Stock | 2,633 | $21.4 萬 | 0.1% | −87−3.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 808 | $21.8 萬 | 0.1% | −42−4.9% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 4,579 | $21.9 萬 | 0.1% | +4,579 | 新進 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 935 | $22.7 萬 | 0.1% | +935 | 新進 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 5,473 | $23.1 萬 | 0.1% | +5,473 | 新進 | – |
| SPDR Series Trust78464A755 | ST STR SP METAL | 2,190 | $23.4 萬 | 0.1% | −182−7.7% | 減碼 | – |
| CATCaterpillar Inc | Stock | 221 | $23.6 萬 | 0.1% | +221 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 645 | $23.8 萬 | 0.1% | −134−17.2% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 1,300 | $24.7 萬 | 0.1% | +34+2.7% | 加碼 | 歷史 |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 5,362 | $24.7 萬 | 0.1% | +195+3.8% | 加碼 | – |
| FICOFair Isaac Corp | COM | 210 | $25.1 萬 | 0.1% | +21+11.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 6,188 | $25.1 萬 | 0.1% | +6,188 | 新進 | – |
| TERTeradyne, Inc | Stock | 522 | $25.3 萬 | 0.1% | +522 | 新進 | 歷史 |
| INTUIntuit Inc. | Stock | 992 | $25.9 萬 | 0.1% | −169−14.6% | 減碼 | 歷史 |
| iShares Tr46436E361 | BLOCKCHAIN & TEC | 5,397 | $26.0 萬 | 0.1% | −1,123−17.2% | 減碼 | – |
| ELVElevance Health, Inc. | Stock | 676 | $26.1 萬 | 0.1% | −19−2.7% | 減碼 | 歷史 |
| iShares Tr464287291 | GLOBAL TECH ETF | 1,814 | $26.2 萬 | 0.1% | +1,814 | 新進 | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 718 | $26.3 萬 | 0.1% | +718 | 新進 | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 2,982 | $26.9 萬 | 0.1% | +2,982 | 新進 | – |
| OZKBank OZK | COM | 5,180 | $27.0 萬 | 0.1% | +22+0.4% | 加碼 | 歷史 |
| TEAMAtlassian Corp | CL A | 3,524 | $27.4 萬 | 0.1% | −55−1.5% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,885 | $27.4 萬 | 0.1% | +7,885 | 新進 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,284 | $28.0 萬 | 0.1% | +1,284 | 新進 | – |
| iShares Tr464287788 | U.S. FINLS ETF | 2,206 | $28.1 萬 | 0.1% | −610−21.7% | 減碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 1,958 | $28.6 萬 | 0.1% | −42−2.1% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 846 | $30.0 萬 | 0.1% | −557−39.7% | 減碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 8,211 | $30.2 萬 | 0.1% | +8,211 | 新進 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 3,845 | $30.4 萬 | 0.1% | +184+5.0% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 3,699 | $30.5 萬 | 0.1% | +3,699 | 新進 | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,653 | $31.1 萬 | 0.1% | +15+0.9% | 加碼 | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 9,439 | $32.3 萬 | 0.1% | +9,439 | 新進 | – |
| VSTVistra Corp. | Stock | 2,044 | $32.4 萬 | 0.1% | +163+8.7% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 997 | $32.6 萬 | 0.1% | +997 | 新進 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 732 | $33.6 萬 | 0.1% | −52−6.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 954 | $34.1 萬 | 0.1% | +225+30.9% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 6,030 | $34.4 萬 | 0.1% | −309−4.9% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 4,964 | $35.4 萬 | 0.1% | +245+5.2% | 加碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,584 | $35.7 萬 | 0.1% | +489+11.9% | 加碼 | – |
| CRWVCoreWeave, Inc. | Stock | 3,627 | $36.1 萬 | 0.1% | +729+25.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 1,153 | $36.3 萬 | 0.1% | +126+12.3% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,063 | $36.4 萬 | 0.1% | +70+7.0% | 加碼 | – |
| DEDeere & Co | Stock | 587 | $37.2 萬 | 0.1% | +2+0.3% | 加碼 | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,715 | $37.4 萬 | 0.1% | +1,275+19.8% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 3,830 | $37.6 萬 | 0.1% | +3,830 | 新進 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,317 | $38.3 萬 | 0.1% | +1,317 | 新進 | – |
| VanEck ETF Trust92189H805 | RARE EARTH AND S | 4,343 | $38.4 萬 | 0.1% | +4,343 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 530 | $39.6 萬 | 0.1% | +530 | 新進 | 歷史 |
| ETNEaton Corp plc | Stock | 933 | $39.7 萬 | 0.1% | −551−37.1% | 減碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 3,408 | $40.3 萬 | 0.1% | −629−15.6% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 846 | $40.4 萬 | 0.1% | −36−4.1% | 減碼 | 歷史 |
| VanEck Vectors ETF Tr92189H821 | DIGI TRANS ETF | 21,264 | $41.2 萬 | 0.1% | +1,211+6.0% | 加碼 | – |
| SESea Ltd | SPONSORD ADS | 4,306 | $41.3 萬 | 0.1% | +371+9.4% | 加碼 | 歷史 |
| Fidelity Covington Trust316092360 | FUN LAR COR ETF | 7,057 | $41.6 萬 | 0.1% | +7,057 | 新進 | – |
| ROKRockwell Automation, Inc | Stock | 844 | $41.8 萬 | 0.1% | +844 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,680 | $42.5 萬 | 0.1% | −796−22.9% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 928 | $46.4 萬 | 0.1% | +928 | 新進 | 歷史 |
| iShares Tr46436E403 | MSCI US GARP ETF | 5,703 | $47.1 萬 | 0.1% | +2,516+78.9% | 加碼 | – |
| NETCloudflare, Inc. | CL A COM | 1,949 | $47.8 萬 | 0.1% | +152+8.5% | 加碼 | 歷史 |
| KKRKKR & Co. Inc. | COM | 5,656 | $51.9 萬 | 0.2% | +314+5.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 14,033 | $52.3 萬 | 0.2% | +7,613+118.6% | 加碼 | – |
| RBRKRubrik, Inc. | Stock | 6,621 | $53.2 萬 | 0.2% | +16+0.2% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,777 | $53.3 萬 | 0.2% | +473+8.9% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 4,561 | $53.7 萬 | 0.2% | +238+5.5% | 加碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,481 | $54.5 萬 | 0.2% | +358+16.9% | 加碼 | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 18,364 | $55.1 萬 | 0.2% | +3,776+25.9% | 加碼 | – |
| CDNSCadence Design Systems Inc | Stock | 1,485 | $55.7 萬 | 0.2% | −2−0.1% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 6,049 | $58.1 萬 | 0.2% | +2,323+62.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,832 | $60.0 萬 | 0.2% | +37+1.0% | 加碼 | 歷史 |
| SHOPShopify Inc. | Stock | 5,344 | $61.0 萬 | 0.2% | +353+7.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,260 | $63.2 萬 | 0.2% | +12+1.0% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D747 | VEST INVESTMENT | 33,060 | $63.8 萬 | 0.2% | −137−0.4% | 減碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 8,515 | $64.5 萬 | 0.2% | +8,515 | 新進 | – |
| TFCTruist Financial Corp | COM | 13,240 | $66.0 萬 | 0.2% | −168−1.3% | 減碼 | 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 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 1,771 | $70.4 萬 | 0.2% | +274+18.3% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 7,230 | $71.8 萬 | 0.2% | +524+7.8% | 加碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 12,037 | $71.8 萬 | 0.2% | +4,531+60.4% | 加碼 | – |
| SPGIS&P Global Inc. | Stock | 1,784 | $72.7 萬 | 0.2% | −7−0.4% | 減碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,302 | $73.0 萬 | 0.2% | +190+17.1% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33738D879 | FT VEST RIS | 25,005 | $73.5 萬 | 0.2% | −169−0.7% | 減碼 | – |
| UBERUber Technologies, Inc | Stock | 10,238 | $73.9 萬 | 0.2% | +168+1.7% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,592 | $74.0 萬 | 0.2% | +8,592 | 新進 | – |
| MAMastercard Inc | Stock | 1,447 | $74.3 萬 | 0.2% | +3+0.2% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,624 | $75.7 萬 | 0.2% | +1,946+72.7% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 7,886 | $76.1 萬 | 0.2% | +3,626+85.1% | 加碼 | – |
| GLWCorning Inc | COM | 2,988 | $76.3 萬 | 0.2% | +19+0.6% | 加碼 | 歷史 |
| NBISNebius Group N.V. | Stock | 2,776 | $76.7 萬 | 0.2% | +158+6.0% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,062 | $78.2 萬 | 0.2% | +686+182.4% | 加碼 | – |
| IBITiShares Bitcoin Trust ETF | ETF | 24,127 | $80.3 萬 | 0.2% | +668+2.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,431 | $83.4 萬 | 0.3% | +57+2.4% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 6,206 | $91.0 萬 | 0.3% | +294+5.0% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 3,620 | $92.1 萬 | 0.3% | +171+5.0% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 775 | $93.0 萬 | 0.3% | +4+0.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 3,951 | $97.9 萬 | 0.3% | −941−19.2% | 減碼 | – |
| ANETArista Networks, Inc. | Stock | 5,886 | $100.0 萬 | 0.3% | +432+7.9% | 加碼 | 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 |