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Forefront Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Forefront Wealth Partners, LLC

报告期 2026-03-31 · CIK 0002068112

持仓数

162

前50大市值合计

$183.3M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPYM SPDR SERIES TRUST

STATE STREET SPD

$28.3M

369,144

15.4%

AGG ISHARES TR

CORE US AGGBD ET

$23.5M

237,137

12.8%

FNDF SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$10.0M

203,770

5.4%

IVV ISHARES TR

CORE S&P500 ETF

$8.7M

13,273

4.7%

LVHI LEGG MASON ETF INVT

FRANKLIN INTL LW

$7.1M

174,665

3.9%

MSFT MICROSOFT CORP

COM

$4.7M

12,770

2.6%

NVDA NVIDIA CORPORATION

COM

$4.7M

26,677

2.5%

FTCS FIRST TR EXCHANGE-TRADED FD

CAP STRENGTH ETF

$4.5M

48,532

2.5%

AMZN AMAZON COM INC

COM

$3.9M

18,761

2.1%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$3.9M

133,121

2.1%

IUSV ISHARES TR

CORE S&P US VLU

$3.8M

37,148

2.1%

SDVY FIRST TR EXCHANGE TRADED FD

SMID RISNG ETF

$3.5M

88,968

1.9%

IVE ISHARES TR

S&P 500 VAL ETF

$3.5M

16,590

1.9%

IEFA ISHARES TR

CORE MSCI EAFE

$3.5M

38,378

1.9%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$3.1M

68,149

1.7%

IJH ISHARES TR

CORE S&P MCP ETF

$3.0M

43,789

1.6%

IEMG ISHARES INC

CORE MSCI EMKT

$2.9M

41,934

1.6%

IUSB ISHARES TR

CORE UNIVRSL USD

$2.8M

61,337

1.5%

AAPL APPLE INC

COM

$2.8M

10,904

1.5%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$2.7M

58,471

1.5%

AVGO BROADCOM INC

COM

$2.5M

7,991

1.3%

GOOG ALPHABET INC

CAP STK CL C

$2.4M

8,287

1.3%

— NUSHARES ETF TR

NUVEEN DIVIDEND

$2.3M

65,627

1.2%

MSTB ETF SER SOLUTIONS

LHA MKT ST TACTL

$2.2M

58,532

1.2%

PTLC PACER FDS TR

TRENDP US LAR CP

$2.2M

42,309

1.2%

GRID FIRST TR EXCHANGE-TRADED FD

NASDQ CLN EDGE

$2.2M

13,378

1.2%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$2.2M

45,071

1.2%

USFR WISDOMTREE TR

FLOATNG RAT TREA

$2.2M

42,914

1.2%

IWL ISHARES TR

RUS TOP 200 ETF

$2.1M

13,032

1.1%

SPMB SPDR SERIES TRUST

STATE STREET SPD

$2.0M

89,161

1.1%

META META PLATFORMS INC

CL A

$2.0M

3,478

1.1%

CIBR FIRST TR EXCHANGE-TRADED FD

NASDAQ CYB ETF

$2.0M

31,487

1.1%

MU MICRON TECHNOLOGY INC

COM

$1.9M

5,750

1.1%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$1.8M

58,293

1.0%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$1.7M

12,809

0.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.7M

2,771

0.9%

AMD ADVANCED MICRO DEVICES INC

COM

$1.7M

8,121

0.9%

SHLD GLOBAL X FDS

DEFENSE TECH ETF

$1.6M

22,650

0.9%

VO VANGUARD INDEX FDS

MID CAP ETF

$1.6M

5,455

0.9%

CALF PACER FDS TR

US SMALL CAP CAS

$1.5M

33,631

0.8%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.5M

4,686

0.8%

IWF ISHARES TR

RUS 1000 GRW ETF

$1.4M

3,311

0.8%

IQLT ISHARES TR

MSCI INTL QUALTY

$1.3M

28,930

0.7%

SMH VANECK ETF TRUST

SEMICONDUCTR ETF

$1.3M

3,449

0.7%

IWR ISHARES TR

RUS MID CAP ETF

$1.3M

13,199

0.7%

ILF ISHARES TR

LATN AMER 40 ETF

$1.2M

34,878

0.7%

TSLA TESLA INC

COM

$1.2M

3,282

0.7%

— ASML HLDG NV

N Y REGISTRY SHS

$1.2M

910

0.7%

DTCR GLOBAL X FDS

DATA CTR & DIGIT

$1.2M

49,971

0.7%

MUB ISHARES TR

NATIONAL MUN ETF

$1.2M

11,278

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

45%前 6 大占比

SPYM15.4%AGG12.8%FNDF5.4%IVV4.7%LVHI3.9%MSFT2.6%